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2021-06-07

Niceeee

U.S. IPO Week Ahead: Digital Payments, Mental Health Services, And More In A Diverse 8 IPO

2021-05-31

Ohhh

Sorry, the original content has been removed

2022-11-08

Buy buy buy

Palantir Technologies: Another One In Trouble

2021-05-11

Shit

Wall Street closes lower as inflation fears prompt tech sell-off

2021-05-26

Nice

Disrupters Are Driving the Car Market

2021-04-09

Nice

Exclusive: China set to clear Tencent's $3.5 billion Sogou deal subject to data security conditions: sources

2022-12-10

Buy buy buy

Better Buy: Microsoft vs. Amazon

2022-12-08

Buy buy buy

CDC Renews Partnership With Palantir

2021-07-03

Ohhhh

Here are JPMorgan’s top stock picks for July

2022-11-11

Buy buy byy

NIO Q3: Get Comfortable With Single-Digit Prices

2022-10-31

Nice

5 Top Stocks for November

2022-08-09

Nice

3 Stocks to Avoid This Week

2021-07-21

Ohhh

Here Is The One-Word Reason Why JPMorgan Just Raised Its S&P Target To 4,600

2021-06-25

Ohhhhhh

Amazon is likely about to face a much bigger union fight

2021-06-17

Niceeeeee

Shopify: Valuation Should Not Be A Concern

2021-06-04

Damm

Dow ends day flat as economic comeback plays offset losses in tech

2022-12-09

Short short short

AMC Stock: Do the AMC Bankruptcy Rumors Hold Water?

2022-09-29

Buy

Apple: A Bearish Sign For The First Time

2021-05-31

Woo

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

2021-04-22

Ohh

Intel Reports Earnings Thursday. Here’s What to Know.

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buy buy&nbsp;","listText":"Buy buy buy&nbsp;","text":"Buy buy buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9929852671","repostId":"2290238146","repostType":2,"repost":{"id":"2290238146","pubTimestamp":1670638098,"share":"https://ttm.financial/m/news/2290238146?lang=&edition=fundamental","pubTime":"2022-12-10 10:08","market":"us","language":"en","title":"Better Buy: Microsoft vs. Amazon","url":"https://stock-news.laohu8.com/highlight/detail?id=2290238146","media":"Motley Fool","summary":"These two giants have one area where they compete against each other.","content":"<html><head></head><body><p>Two of the largest companies globally are <b>Microsoft</b> and <b>Amazon</b>. Combined, they have brought in $705 billion in revenue over the past 12 months, but that number pales in comparison to the growth trajectories both companies are on.</p><p>Is there an advantage that either stock has that investors should pinpoint? Or are they both evenly matched? Let&#39;s find out.</p><h2>A common offering is the future for both</h2><p>These two businesses hardly needs an introduction. Amazon&#39;s e-commerce platform has become the go-to place for nearly all shopping needs. Microsoft&#39;s Office products are standard for most computers, and it has a consumer product segment offering laptops and gaming consoles.</p><p>However, the most important segment for both companies&#39; future may well be cloud computing. Microsoft&#39;s Azure and Amazon Web Services (AWS) are the industry leaders, each maintaining an impressive market share.</p><table border=\"1\"><tbody><tr><th>Company</th><th>Rank</th><th>Market Share</th></tr><tr><td><b>Amazon</b></td><td>1st</td><td>34%</td></tr><tr><td><b>Microsoft</b></td><td>2nd</td><td>21%</td></tr><tr><td><b>Alphabet </b>(Google Cloud)</td><td>3rd</td><td>11%</td></tr></tbody></table><p>Data source: Synergy Research Group.</p><p>That&#39;s a commanding lead over third-place Google Cloud. Additionally, each saw impressive revenue growth, with AWS rising 27% and Microsoft rising 35% year over year in their latest quarters. That growth is expected to continue for some time. Precedence Research expects the industry to grow at a compound annual rate of 17.4% from 2022 to 2030, eventually reaching a $1.6 trillion market.</p><p>Say Amazon and Microsoft can retain their current market share in cloud computing. This would put potential 2030 revenue for this segment at $544 billion for Amazon and $336 billion for Microsoft. That&#39;s impressive considering that Amazon&#39;s trailing-12-month revenue was $502 billion and Microsoft&#39;s was $203 billion. It&#39;s an opportunity for massive growth apart from their other businesses.</p><p>Looking at it another way, that $336 billion would be more than double Microsoft&#39;s non-Azure revenue today, by my estimate. By comparison, the projected $554 billion for Amazon&#39;s AWS business would be just a little over 30% more than its non-AWS revenue today. So cloud computing could have a much bigger impact down the road for Microsoft&#39;s revenue.</p><p>However, on the bottom line, cloud computing could be more meaningful for Amazon, because AWS has a higher margin than the e-commerce revenue. In fact, it&#39;s Amazon&#39;s only profitable segment right now.</p><p>At Amazon, AWS is also funding other business segments. At Microsoft, Azure is complementary. This skews the future outlook in Microsoft&#39;s favor.</p><h2>Amazon is the better value</h2><p>However, stock valuation also has a role to play. Amazon isn&#39;t profitable, while Microsoft is, so comparing earnings or free cash flow isn&#39;t going to yield a helpful comparison. Plus, Amazon&#39;s commerce business is inherently low margin, even when profitable. So a direct comparison isn&#39;t possible. However, we can value each company in its own way.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a11b2c6b09932649414501fa819d125f\" tg-width=\"720\" tg-height=\"449\" referrerpolicy=\"no-referrer\"/><span>MSFT PS Ratio data by YCharts</span></p><p>Microsoft&#39;s price-to-earnings ratio of 27.5 is rich although not quite as expensive as it&#39;s been over the past couple of years. Microsoft&#39;s execution and consistency have earned it its premium, but the company must continue to execute at a high level to maintain its valuation.</p><p>Moving to Amazon, if we value its AWS business at 9.4 times sales (the same as Microsoft) and its retail business at 0.7 times sales (the same as <b>Walmart</b>), you&#39;d get a valuation like this below.</p><table border=\"1\"><tbody><tr><th>Amazon Segment</th><th>Trailing-12-Month Revenue</th><th>Segment Price-to-Sales Ratio</th><th>Segment Market Cap</th></tr><tr><td>AWS</td><td>$76.5 billion</td><td>9.4</td><td>$719.1 billion</td></tr><tr><td>Commerce</td><td>$425.7 billion</td><td>0.7</td><td>$298.0 billion</td></tr></tbody></table><p>Data source: Amazon and YCharts.</p><p>Adding those two segments together gives Amazon a theoretical valuation of $1.017 trillion, yet the stock is valued at $960 billion. This shows that it is potentially undervalued.</p><p>Over the long run, premium valuations can be overcome by solid execution and growth -- something Microsoft has demonstrated. Because of that, I think Microsoft is the better buy today although Amazon is still a strong company too. There&#39;s a lot of uncertainty with Amazon&#39;s commerce business, and so that gives Microsoft the edge.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Better Buy: Microsoft vs. Amazon</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBetter Buy: Microsoft vs. Amazon\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-10 10:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/12/09/better-buy-microsoft-vs-amazon/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Two of the largest companies globally are Microsoft and Amazon. Combined, they have brought in $705 billion in revenue over the past 12 months, but that number pales in comparison to the growth ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/12/09/better-buy-microsoft-vs-amazon/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软","AMZN":"亚马逊"},"source_url":"https://www.fool.com/investing/2022/12/09/better-buy-microsoft-vs-amazon/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2290238146","content_text":"Two of the largest companies globally are Microsoft and Amazon. Combined, they have brought in $705 billion in revenue over the past 12 months, but that number pales in comparison to the growth trajectories both companies are on.Is there an advantage that either stock has that investors should pinpoint? Or are they both evenly matched? Let's find out.A common offering is the future for bothThese two businesses hardly needs an introduction. Amazon's e-commerce platform has become the go-to place for nearly all shopping needs. Microsoft's Office products are standard for most computers, and it has a consumer product segment offering laptops and gaming consoles.However, the most important segment for both companies' future may well be cloud computing. Microsoft's Azure and Amazon Web Services (AWS) are the industry leaders, each maintaining an impressive market share.CompanyRankMarket ShareAmazon1st34%Microsoft2nd21%Alphabet (Google Cloud)3rd11%Data source: Synergy Research Group.That's a commanding lead over third-place Google Cloud. Additionally, each saw impressive revenue growth, with AWS rising 27% and Microsoft rising 35% year over year in their latest quarters. That growth is expected to continue for some time. Precedence Research expects the industry to grow at a compound annual rate of 17.4% from 2022 to 2030, eventually reaching a $1.6 trillion market.Say Amazon and Microsoft can retain their current market share in cloud computing. This would put potential 2030 revenue for this segment at $544 billion for Amazon and $336 billion for Microsoft. That's impressive considering that Amazon's trailing-12-month revenue was $502 billion and Microsoft's was $203 billion. It's an opportunity for massive growth apart from their other businesses.Looking at it another way, that $336 billion would be more than double Microsoft's non-Azure revenue today, by my estimate. By comparison, the projected $554 billion for Amazon's AWS business would be just a little over 30% more than its non-AWS revenue today. So cloud computing could have a much bigger impact down the road for Microsoft's revenue.However, on the bottom line, cloud computing could be more meaningful for Amazon, because AWS has a higher margin than the e-commerce revenue. In fact, it's Amazon's only profitable segment right now.At Amazon, AWS is also funding other business segments. At Microsoft, Azure is complementary. This skews the future outlook in Microsoft's favor.Amazon is the better valueHowever, stock valuation also has a role to play. Amazon isn't profitable, while Microsoft is, so comparing earnings or free cash flow isn't going to yield a helpful comparison. Plus, Amazon's commerce business is inherently low margin, even when profitable. So a direct comparison isn't possible. However, we can value each company in its own way.MSFT PS Ratio data by YChartsMicrosoft's price-to-earnings ratio of 27.5 is rich although not quite as expensive as it's been over the past couple of years. Microsoft's execution and consistency have earned it its premium, but the company must continue to execute at a high level to maintain its valuation.Moving to Amazon, if we value its AWS business at 9.4 times sales (the same as Microsoft) and its retail business at 0.7 times sales (the same as Walmart), you'd get a valuation like this below.Amazon SegmentTrailing-12-Month RevenueSegment Price-to-Sales RatioSegment Market CapAWS$76.5 billion9.4$719.1 billionCommerce$425.7 billion0.7$298.0 billionData source: Amazon and YCharts.Adding those two segments together gives Amazon a theoretical valuation of $1.017 trillion, yet the stock is valued at $960 billion. This shows that it is potentially undervalued.Over the long run, premium valuations can be overcome by solid execution and growth -- something Microsoft has demonstrated. Because of that, I think Microsoft is the better buy today although Amazon is still a strong company too. There's a lot of uncertainty with Amazon's commerce business, and so that gives Microsoft the edge.","news_type":1},"isVote":1,"tweetType":1,"viewCount":380,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9920771865,"gmtCreate":1670553931757,"gmtModify":1676538392780,"author":{"id":"3578825237066036","authorId":"3578825237066036","name":"rayguy","avatar":"https://static.tigerbbs.com/014543af7576ed5edbcbdeffd50f27eb","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3578825237066036","idStr":"3578825237066036"},"themes":[],"htmlText":"Short short short","listText":"Short short short","text":"Short short short","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9920771865","repostId":"2290236954","repostType":2,"repost":{"id":"2290236954","pubTimestamp":1670551949,"share":"https://ttm.financial/m/news/2290236954?lang=&edition=fundamental","pubTime":"2022-12-09 10:12","market":"us","language":"en","title":"AMC Stock: Do the AMC Bankruptcy Rumors Hold Water?","url":"https://stock-news.laohu8.com/highlight/detail?id=2290236954","media":"InvestorPlace","summary":"A Reorg report shared by Seeking Alpha sent AMC Entertainment stock down yesterday.According to repo","content":"<html><head></head><body><ul><li>A Reorg report shared by <i>Seeking Alpha</i> sent <a href=\"https://laohu8.com/S/AMC\">AMC Entertainment</a> stock down yesterday.</li><li>According to reports, creditors may be closing in and organizing.</li><li>Liquidity concerns have raised questions about whether AMC is facing bankruptcy.</li></ul><p><a href=\"https://laohu8.com/S/AMC\">AMC Entertainment’s</a> difficult year may be about to get much worse. The movie theater chain has faced plenty of problems recently. Earlier this week, reports alleged that Sam Bankman-Fried’s <b>FTX</b> may have manipulated AMC stock. But as it turns out, AMC may be about to have even bigger problems, although a person familiar with the situation says otherwise.</p><p>Today, shares are in the spotlight on rumors that the company’s creditors have begun to organize. Reorg reports that both first- and second-lien lenders to whom AMC is indebted are working with restructuring advisors. As investors consider the possibility of bankruptcy for this controversial name, they are forced to ask an important question: is the show over for AMC?</p><p>This isn’t the only story regarding mobilized creditors recently. Yesterday, <a href=\"https://laohu8.com/S/CVNA\">Carvana</a> — a fellow struggling meme stock — saw shares plunge on news of a creditor pact. Both stocks have fought hard to stay afloat this year as market forces have pushed them down. But if AMC’s lenders are mobilizing against it, this could easily be curtains for the struggling theater chain.</p><h2>What’s Happening With AMC Stock?</h2><p>Momentum has slightly shifted today. AMC stock popped in premarket trading, with shares now up about 3%. That may be because someone familiar with the company has addressed the claims. <i>Seeking Alph</i>a reports that an anonymous expert says AMC is not facing any risk of restructuring or bankruptcy. The source also claims that second-lien lenders are “working on creative ways to reduce the theater chain’s debt and raise new money for the company.”</p><p>According to the report, the company could reach an agreement with the second-lien holders in the coming months. While that may be comforting news for AMC stock shareholders, it doesn’t mean that AMC is totally out of the woods.</p><p>Back in September, CEO Adam Aron did say that AMC was in a “very different situation” than <b>Cineworld</b> (OTCMKTS:<b><u>CNNWQ</u></b>) when the rival declared bankruptcy. Until someone directly connected to AMC goes on record and elaborates as to why the company isn’t on the verge of bankruptcy <i>now</i>, though, AMC will be shrouded in uncertainty. The bankruptcy rumors have only reignited concerns.</p><p>Despite some slight gains over the past month, shares are still down more than 75% year-to-date (YTD). AMC was already poised to close out a disappointing year in the red before bankruptcy rumors started to swirl. Now, the company may be facing Chapter 11 and the possibility of mobilized creditors. This leaves shares with little hope of rebounding. Market momentum doesn’t favor stocks in this kind of position.</p><h2>The Bottom Line</h2><p>Even if the source’s statements prove to be true and second-lien lenders are able to help reduce AMC’s debt, that doesn’t mean shares will suddenly rebound. Even at the height of the meme stock frenzy, AMC remained a questionable investment at best. As <i>InvestorPlace’s</i> Eddie Pan notes, despite being the country’s largest theater chain, its business model reflects the past, not the future. AMC’s latest innovation is movie-themed merchandise, which hasn’t provided AMC stock with the catalyst it needs to keep rising.</p><p>The truth is that this show has been over for a while. Even if they are only rumors, the bankruptcy whispers may usher in the end credits for a company that has struggled to innovate. Its story should serve as a reminder to investors that meme stock hype alone does not make a name profitable.</p></body></html>","source":"investorplace","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AMC Stock: Do the AMC Bankruptcy Rumors Hold Water?</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\">\nAMC Stock: Do the AMC Bankruptcy Rumors Hold Water?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-09 10:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/12/amc-stock-do-the-amc-bankruptcy-rumors-hold-water/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A Reorg report shared by Seeking Alpha sent AMC Entertainment stock down yesterday.According to reports, creditors may be closing in and organizing.Liquidity concerns have raised questions about ...</p>\n\n<a href=\"https://investorplace.com/2022/12/amc-stock-do-the-amc-bankruptcy-rumors-hold-water/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMC":"AMC院线"},"source_url":"https://investorplace.com/2022/12/amc-stock-do-the-amc-bankruptcy-rumors-hold-water/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2290236954","content_text":"A Reorg report shared by Seeking Alpha sent AMC Entertainment stock down yesterday.According to reports, creditors may be closing in and organizing.Liquidity concerns have raised questions about whether AMC is facing bankruptcy.AMC Entertainment’s difficult year may be about to get much worse. The movie theater chain has faced plenty of problems recently. Earlier this week, reports alleged that Sam Bankman-Fried’s FTX may have manipulated AMC stock. But as it turns out, AMC may be about to have even bigger problems, although a person familiar with the situation says otherwise.Today, shares are in the spotlight on rumors that the company’s creditors have begun to organize. Reorg reports that both first- and second-lien lenders to whom AMC is indebted are working with restructuring advisors. As investors consider the possibility of bankruptcy for this controversial name, they are forced to ask an important question: is the show over for AMC?This isn’t the only story regarding mobilized creditors recently. Yesterday, Carvana — a fellow struggling meme stock — saw shares plunge on news of a creditor pact. Both stocks have fought hard to stay afloat this year as market forces have pushed them down. But if AMC’s lenders are mobilizing against it, this could easily be curtains for the struggling theater chain.What’s Happening With AMC Stock?Momentum has slightly shifted today. AMC stock popped in premarket trading, with shares now up about 3%. That may be because someone familiar with the company has addressed the claims. Seeking Alpha reports that an anonymous expert says AMC is not facing any risk of restructuring or bankruptcy. The source also claims that second-lien lenders are “working on creative ways to reduce the theater chain’s debt and raise new money for the company.”According to the report, the company could reach an agreement with the second-lien holders in the coming months. While that may be comforting news for AMC stock shareholders, it doesn’t mean that AMC is totally out of the woods.Back in September, CEO Adam Aron did say that AMC was in a “very different situation” than Cineworld (OTCMKTS:CNNWQ) when the rival declared bankruptcy. Until someone directly connected to AMC goes on record and elaborates as to why the company isn’t on the verge of bankruptcy now, though, AMC will be shrouded in uncertainty. The bankruptcy rumors have only reignited concerns.Despite some slight gains over the past month, shares are still down more than 75% year-to-date (YTD). AMC was already poised to close out a disappointing year in the red before bankruptcy rumors started to swirl. Now, the company may be facing Chapter 11 and the possibility of mobilized creditors. This leaves shares with little hope of rebounding. Market momentum doesn’t favor stocks in this kind of position.The Bottom LineEven if the source’s statements prove to be true and second-lien lenders are able to help reduce AMC’s debt, that doesn’t mean shares will suddenly rebound. Even at the height of the meme stock frenzy, AMC remained a questionable investment at best. As InvestorPlace’s Eddie Pan notes, despite being the country’s largest theater chain, its business model reflects the past, not the future. AMC’s latest innovation is movie-themed merchandise, which hasn’t provided AMC stock with the catalyst it needs to keep rising.The truth is that this show has been over for a while. Even if they are only rumors, the bankruptcy whispers may usher in the end credits for a company that has struggled to innovate. Its story should serve as a reminder to investors that meme stock hype alone does not make a name profitable.","news_type":1},"isVote":1,"tweetType":1,"viewCount":435,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9920747336,"gmtCreate":1670553355025,"gmtModify":1676538392614,"author":{"id":"3578825237066036","authorId":"3578825237066036","name":"rayguy","avatar":"https://static.tigerbbs.com/014543af7576ed5edbcbdeffd50f27eb","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3578825237066036","idStr":"3578825237066036"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9920747336","repostId":"1106536306","repostType":2,"repost":{"id":"1106536306","pubTimestamp":1670551683,"share":"https://ttm.financial/m/news/1106536306?lang=&edition=fundamental","pubTime":"2022-12-09 10:08","market":"sg","language":"en","title":"7 Singapore Stocks That Paid Uninterrupted Dividends for a Decade","url":"https://stock-news.laohu8.com/highlight/detail?id=1106536306","media":"The Smart Investor","summary":"Christmas is almost upon us, and it will once again be a merry time to celebrate with family and fri","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/327f0a5ff50e6ec241e3f9891849b044\" tg-width=\"800\" tg-height=\"533\" referrerpolicy=\"no-referrer\"/>Christmas is almost upon us, and it will once again be a merry time to celebrate with family and friends.</p><p>But what will make the holiday season even more festive is if you received a bunch ofdividendsfrom your investments.</p><p>Dividends are not only a tangible return on your investment but also act as a stream of passive income that can sustain you through yourretirement.</p><p>If you are an income-seeking investor, you’re in luck.</p><p>The Singapore market has a plethora ofREITsand dividend-paying companies that you can choose from.</p><p>What’s more, some of these well-known businesses have been paying dividends for a decade or more.</p><p>Here are seven dividend stocks that could qualify to be on your buy watchlist.</p><h2><b>Singapore Exchange Limited (SGX: S68)</b></h2><p>Singapore Exchange Limited, or SGX, is Singapore’s sole stock exchange operator.</p><p>The group has been a steady payer of dividends for over two decades.</p><p>Back in fiscal 2001 (FY2001 ending 30 June), SGX paid out a dividend of S$0.055.</p><p>Fast forward to FY2022 and this dividend has increased to S$0.32, giving the bourse operator’s shares a trailing dividend yield of 3.5%.</p><p>SGX reported a decent set of earnings for FY2022, with revenue up 4% year on year to S$1.1 billion and net profit inching up 1% year on year to S$451 million.</p><h2><b>DBS Group (SGX: D05)</b></h2><p>DBS needs no introduction, being Singapore’s largest bank by market capitalisation.</p><p>The bank has been a solid payer of dividends all this while and back in FY2001, it paid out just S$0.26 in dividends.</p><p>Jumping ahead to today, the bank’s trailing 12-month dividend has increased significantly to S$1.44 per share.</p><p>Shares of the lender provide a trailing 12-month dividend yield of 4.3%.</p><p>DBS reported a sparklingset of earningsfor its fiscal 2022’s third quarter (3Q2022), with its net profit at an all-time high of S$2.2 billion.</p><h2><b>Parkway Life REIT (SGX: C2PU)</b></h2><p>Parkway Life REIT is a healthcare REIT that owns 61 properties comprising three hospitals in Singapore and 57 nursing homes in Japan, along with strata-titled units of a specialist centre in Kuala Lumpur in Malaysia.</p><p>The REIT has been paying out steady dividends since itsIPOback in FY2007.</p><p>Its annualised distribution per unit (DPU) in FY2007 was S$0.0632, and it has since more than doubled to S$0.1408 in FY2021.</p><p>The REIT has been paying out distributions for 15 solid years and looks set to continue.</p><p>For 3Q2022, gross revenue dipped by 1.3% year on year to S$89 million while net property income (NPI) inched up 0.1% year on year to S$82.8 million.</p><h2><b>Mapletree Logistics Trust (SGX: M44U)</b></h2><p>Mapletree Logistics Trust, or MLT, owns a portfolio of 186 properties across eight countries.</p><p>The REIT paid out a DPU of S$0.0507 for FY2006, its first full year of distributions after its listing.</p><p>12 years later, its DPU has increased to S$0.08787.</p><p>For the first half of FY2023, MLT reported acommendable performanceand saw its DPU rise further by 4.2% year on year to S$0.04516.</p><h2><b>Frasers Centrepoint Trust (SGX: J69U)</b></h2><p>Frasers Centrepoint Trust, of FCT, is a retail REIT with a portfolio of nine suburban malls and an office building worth S$6.2 billion as of 30 September 2022 (FY2022).</p><p>For its first full year of distribution in FY2007, the REIT paid out a DPU of S$0.0655.</p><p>By FY2022, the DPU has nearly doubled to S$0.12227.</p><p>Units of the REIT offer a trailing distribution yield of 6%.</p><h2><b>Hongkong Land Holdings Limited (SGX: H78)</b></h2><p>Hongkong Land Holdings Limited, or HKL, is a property development, investment and management group that owns and manages more than 850,000 square metres of prime commercial and residential properties.</p><p>The group has been paying out consistent dividends for more than a decade.</p><p>Back in FY2011, the total dividend per share stood at US$0.16.</p><p>By FY2018, HKL’s annual dividend had increased to US$0.22 paid half-yearly and has remained constant since then despite the onset of the pandemic.</p><p>For the first half of 2022 (1H2022), the property giant reported an 8% year on year rise in underlying net profit to US$425 million.</p><p>Its interim dividend was kept constant at US$0.06 per share.</p><h2><b>Sembcorp Industries Limited (SGX: U96)</b></h2><p>Sembcorp Industries Limited, or SCI, is an energy and urban solutions provider.</p><p>Theblue-chiputility group has been paying out dividends for more than two decades.</p><p>In FY1998, the group paid out a total dividend of S$0.025.</p><p>The annual dividend went as high as S$0.17 in FY2010 and FY2013 but hit a trough in FY2020 at S$0.04.</p><p>SCI has since reported asterling set of earningsfor 1H2022 and doubled its interim dividend.</p></body></html>","source":"lsy1602567310727","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 Singapore Stocks That Paid Uninterrupted Dividends for a Decade</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 Singapore Stocks That Paid Uninterrupted Dividends for a Decade\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-09 10:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://thesmartinvestor.com.sg/7-singapore-stocks-that-paid-uninterrupted-dividends-for-a-decade/><strong>The Smart Investor</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Christmas is almost upon us, and it will once again be a merry time to celebrate with family and friends.But what will make the holiday season even more festive is if you received a bunch ...</p>\n\n<a href=\"https://thesmartinvestor.com.sg/7-singapore-stocks-that-paid-uninterrupted-dividends-for-a-decade/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"H78.SI":"置地控股有限公司","M44U.SI":"丰树物流信托","S68.SI":"新加坡交易所","C2PU.SI":"百汇生命产业信托","D05.SI":"星展集团控股","J69U.SI":"星狮地产信托","U96.SI":"胜科工业"},"source_url":"https://thesmartinvestor.com.sg/7-singapore-stocks-that-paid-uninterrupted-dividends-for-a-decade/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106536306","content_text":"Christmas is almost upon us, and it will once again be a merry time to celebrate with family and friends.But what will make the holiday season even more festive is if you received a bunch ofdividendsfrom your investments.Dividends are not only a tangible return on your investment but also act as a stream of passive income that can sustain you through yourretirement.If you are an income-seeking investor, you’re in luck.The Singapore market has a plethora ofREITsand dividend-paying companies that you can choose from.What’s more, some of these well-known businesses have been paying dividends for a decade or more.Here are seven dividend stocks that could qualify to be on your buy watchlist.Singapore Exchange Limited (SGX: S68)Singapore Exchange Limited, or SGX, is Singapore’s sole stock exchange operator.The group has been a steady payer of dividends for over two decades.Back in fiscal 2001 (FY2001 ending 30 June), SGX paid out a dividend of S$0.055.Fast forward to FY2022 and this dividend has increased to S$0.32, giving the bourse operator’s shares a trailing dividend yield of 3.5%.SGX reported a decent set of earnings for FY2022, with revenue up 4% year on year to S$1.1 billion and net profit inching up 1% year on year to S$451 million.DBS Group (SGX: D05)DBS needs no introduction, being Singapore’s largest bank by market capitalisation.The bank has been a solid payer of dividends all this while and back in FY2001, it paid out just S$0.26 in dividends.Jumping ahead to today, the bank’s trailing 12-month dividend has increased significantly to S$1.44 per share.Shares of the lender provide a trailing 12-month dividend yield of 4.3%.DBS reported a sparklingset of earningsfor its fiscal 2022’s third quarter (3Q2022), with its net profit at an all-time high of S$2.2 billion.Parkway Life REIT (SGX: C2PU)Parkway Life REIT is a healthcare REIT that owns 61 properties comprising three hospitals in Singapore and 57 nursing homes in Japan, along with strata-titled units of a specialist centre in Kuala Lumpur in Malaysia.The REIT has been paying out steady dividends since itsIPOback in FY2007.Its annualised distribution per unit (DPU) in FY2007 was S$0.0632, and it has since more than doubled to S$0.1408 in FY2021.The REIT has been paying out distributions for 15 solid years and looks set to continue.For 3Q2022, gross revenue dipped by 1.3% year on year to S$89 million while net property income (NPI) inched up 0.1% year on year to S$82.8 million.Mapletree Logistics Trust (SGX: M44U)Mapletree Logistics Trust, or MLT, owns a portfolio of 186 properties across eight countries.The REIT paid out a DPU of S$0.0507 for FY2006, its first full year of distributions after its listing.12 years later, its DPU has increased to S$0.08787.For the first half of FY2023, MLT reported acommendable performanceand saw its DPU rise further by 4.2% year on year to S$0.04516.Frasers Centrepoint Trust (SGX: J69U)Frasers Centrepoint Trust, of FCT, is a retail REIT with a portfolio of nine suburban malls and an office building worth S$6.2 billion as of 30 September 2022 (FY2022).For its first full year of distribution in FY2007, the REIT paid out a DPU of S$0.0655.By FY2022, the DPU has nearly doubled to S$0.12227.Units of the REIT offer a trailing distribution yield of 6%.Hongkong Land Holdings Limited (SGX: H78)Hongkong Land Holdings Limited, or HKL, is a property development, investment and management group that owns and manages more than 850,000 square metres of prime commercial and residential properties.The group has been paying out consistent dividends for more than a decade.Back in FY2011, the total dividend per share stood at US$0.16.By FY2018, HKL’s annual dividend had increased to US$0.22 paid half-yearly and has remained constant since then despite the onset of the pandemic.For the first half of 2022 (1H2022), the property giant reported an 8% year on year rise in underlying net profit to US$425 million.Its interim dividend was kept constant at US$0.06 per share.Sembcorp Industries Limited (SGX: U96)Sembcorp Industries Limited, or SCI, is an energy and urban solutions provider.Theblue-chiputility group has been paying out dividends for more than two decades.In FY1998, the group paid out a total dividend of S$0.025.The annual dividend went as high as S$0.17 in FY2010 and FY2013 but hit a trough in FY2020 at S$0.04.SCI has since reported asterling set of earningsfor 1H2022 and doubled its interim dividend.","news_type":1},"isVote":1,"tweetType":1,"viewCount":309,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9920603880,"gmtCreate":1670471461940,"gmtModify":1676538375643,"author":{"id":"3578825237066036","authorId":"3578825237066036","name":"rayguy","avatar":"https://static.tigerbbs.com/014543af7576ed5edbcbdeffd50f27eb","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3578825237066036","idStr":"3578825237066036"},"themes":[],"htmlText":"Buy buy buy&nbsp;","listText":"Buy buy buy&nbsp;","text":"Buy buy buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9920603880","repostId":"2289469856","repostType":4,"repost":{"id":"2289469856","pubTimestamp":1670466881,"share":"https://ttm.financial/m/news/2289469856?lang=&edition=fundamental","pubTime":"2022-12-08 10:34","market":"us","language":"en","title":"CDC Renews Partnership With Palantir","url":"https://stock-news.laohu8.com/highlight/detail?id=2289469856","media":"Seeking Alpha","summary":"The Centers for Disease Control and Prevention (CDC) has renewed its partnership with Palantir Techn","content":"<html><head></head><body><p>The Centers for Disease Control and Prevention (CDC) has renewed its partnership with <a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies</a> to advance the nation&#39;s public health infrastructure.</p><p>As part of this five year, $443M contract, the agency will implement the Palantir platform to plan, manage and respond to future outbreaks and public health incidents.</p><p>The contract streamlines Palantir&#39;s (PLTR) existing programs – including Health and Human Services Protect, Administration for Strategic Preparedness and Response Engage, Tiberius, and DCIPHER – into a singular, efficient vehicle.</p><p>PLTR shares closed up 1% on Wednesday.</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>CDC Renews Partnership With Palantir</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\">\nCDC Renews Partnership With Palantir\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-08 10:34 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3914810-cdc-renews-partnership-with-palantir><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Centers for Disease Control and Prevention (CDC) has renewed its partnership with Palantir Technologies to advance the nation's public health infrastructure.As part of this five year, $443M ...</p>\n\n<a href=\"https://seekingalpha.com/news/3914810-cdc-renews-partnership-with-palantir\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/news/3914810-cdc-renews-partnership-with-palantir","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2289469856","content_text":"The Centers for Disease Control and Prevention (CDC) has renewed its partnership with Palantir Technologies to advance the nation's public health infrastructure.As part of this five year, $443M contract, the agency will implement the Palantir platform to plan, manage and respond to future outbreaks and public health incidents.The contract streamlines Palantir's (PLTR) existing programs – including Health and Human Services Protect, Administration for Strategic Preparedness and Response Engage, Tiberius, and DCIPHER – into a singular, efficient vehicle.PLTR shares closed up 1% on Wednesday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":633,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9962309984,"gmtCreate":1669714462049,"gmtModify":1676538227416,"author":{"id":"3578825237066036","authorId":"3578825237066036","name":"rayguy","avatar":"https://static.tigerbbs.com/014543af7576ed5edbcbdeffd50f27eb","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3578825237066036","idStr":"3578825237066036"},"themes":[],"htmlText":"Buy buy buy&nbsp;","listText":"Buy buy buy&nbsp;","text":"Buy buy buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9962309984","repostId":"1140258154","repostType":4,"repost":{"id":"1140258154","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":1669712913,"share":"https://ttm.financial/m/news/1140258154?lang=&edition=fundamental","pubTime":"2022-11-29 17:08","market":"us","language":"en","title":"Tesla Stock Jumps 1.8% in Premarket Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1140258154","media":"Tiger Newspress","summary":"Tesla Readies Revamped Model 3 With Project \"Highland\"","content":"<html><head></head><body><p>Tesla is developing a revamped version of Model 3, according to Reuters, as the top EV maker aims to cut production costs and boost the appeal of the five-year-old electric sedan. Tesla stock jumps 1.85% in premarket trading.<img src=\"https://static.tigerbbs.com/126307df03b019f4b18a66d92bca8bdc\" tg-width=\"814\" tg-height=\"673\" referrerpolicy=\"no-referrer\"/>One focus of the redesign codenamed &#34;Highland&#34; is to reduce the number of components and complexity in the interior of the Model 3 while focusing on features that Tesla buyers value, including the display, according to the people, who asked not to be named because the revamp has not been announced.</p><p>The previously unreported redesign comes as the electric sedan faces increased competition from models from the likes of China&#39;s BYD, Hyundai and coming releases from other major automakers.</p><p>The revamp of the battery-powered sedan, which could also include some changes to the Model 3’s exterior and powertrain performance, will go into production at Tesla’s factory in Shanghai and the company’s Fremont, California plant, two of the people said. Tesla’s Shanghai Gigafactory will put the redesigned Model 3 into production in the third quarter of 2023, they said.</p><p>It was not clear when production would start at the Fremont plant or how large a cost savings Tesla would achieve from the redesign as it works with suppliers.</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>Tesla Stock Jumps 1.8% 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\">\nTesla Stock Jumps 1.8% 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\">2022-11-29 17:08</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Tesla is developing a revamped version of Model 3, according to Reuters, as the top EV maker aims to cut production costs and boost the appeal of the five-year-old electric sedan. Tesla stock jumps 1.85% in premarket trading.<img src=\"https://static.tigerbbs.com/126307df03b019f4b18a66d92bca8bdc\" tg-width=\"814\" tg-height=\"673\" referrerpolicy=\"no-referrer\"/>One focus of the redesign codenamed &#34;Highland&#34; is to reduce the number of components and complexity in the interior of the Model 3 while focusing on features that Tesla buyers value, including the display, according to the people, who asked not to be named because the revamp has not been announced.</p><p>The previously unreported redesign comes as the electric sedan faces increased competition from models from the likes of China&#39;s BYD, Hyundai and coming releases from other major automakers.</p><p>The revamp of the battery-powered sedan, which could also include some changes to the Model 3’s exterior and powertrain performance, will go into production at Tesla’s factory in Shanghai and the company’s Fremont, California plant, two of the people said. Tesla’s Shanghai Gigafactory will put the redesigned Model 3 into production in the third quarter of 2023, they said.</p><p>It was not clear when production would start at the Fremont plant or how large a cost savings Tesla would achieve from the redesign as it works with suppliers.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140258154","content_text":"Tesla is developing a revamped version of Model 3, according to Reuters, as the top EV maker aims to cut production costs and boost the appeal of the five-year-old electric sedan. Tesla stock jumps 1.85% in premarket trading.One focus of the redesign codenamed \"Highland\" is to reduce the number of components and complexity in the interior of the Model 3 while focusing on features that Tesla buyers value, including the display, according to the people, who asked not to be named because the revamp has not been announced.The previously unreported redesign comes as the electric sedan faces increased competition from models from the likes of China's BYD, Hyundai and coming releases from other major automakers.The revamp of the battery-powered sedan, which could also include some changes to the Model 3’s exterior and powertrain performance, will go into production at Tesla’s factory in Shanghai and the company’s Fremont, California plant, two of the people said. Tesla’s Shanghai Gigafactory will put the redesigned Model 3 into production in the third quarter of 2023, they said.It was not clear when production would start at the Fremont plant or how large a cost savings Tesla would achieve from the redesign as it works with suppliers.","news_type":1},"isVote":1,"tweetType":1,"viewCount":445,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9966029684,"gmtCreate":1669351574349,"gmtModify":1676538187660,"author":{"id":"3578825237066036","authorId":"3578825237066036","name":"rayguy","avatar":"https://static.tigerbbs.com/014543af7576ed5edbcbdeffd50f27eb","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3578825237066036","idStr":"3578825237066036"},"themes":[],"htmlText":"Buy buy buy&nbsp;","listText":"Buy buy buy&nbsp;","text":"Buy buy buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9966029684","repostId":"1158497439","repostType":4,"repost":{"id":"1158497439","pubTimestamp":1669346704,"share":"https://ttm.financial/m/news/1158497439?lang=&edition=fundamental","pubTime":"2022-11-25 11:25","market":"sg","language":"en","title":"NIO Starts Delivery of ET7 in Denmark","url":"https://stock-news.laohu8.com/highlight/detail?id=1158497439","media":"CnEVPost","summary":"NIO ET7 deliveries have now started in all five European countries, including Germany, the Netherlan","content":"<html><head></head><body><ul><li>NIO ET7 deliveries have now started in all five European countries, including Germany, the Netherlands, Norway, Sweden and Denmark.</li></ul><p>NIO began delivery of the ET7 in Denmark after the flagship sedan was delivered to consumers in Sweden last week.</p><p>ET7 deliveries officially began in Denmark this week, said Gerald Krainer, head of customer development and customer operations for NIO Europe, in a post on the company&#39;s mobile app Thursday.</p><p>The ET7 has now been delivered in all five European countries, including Germany, the Netherlands, Norway, Sweden and Denmark, the article said.</p><p>NIO held its NIO Berlin launch event on October 7 European time to introduce its three newest models -- the ET7, EL7 and ET5 -- to European consumers. The EL7 is known as the ES7 in China.</p><p>Unlike the vehicles it sells directly in Norway and China, NIO is initially offering a service it calls NIO Subscription in Germany, the Netherlands, Denmark and Sweden that allows local consumers to lease vehicles only, not buy them.</p><p>On November 21, the company began offering purchase options for consumers in those four countries and announced the selling prices. Deliveries of cars with the purchase option are expected to begin in 2023.</p><p>Denmark&#39;s first ET7 user, Jakob Laustsen, CEO of Aros Leasing, chose a white ET7, according to an article in the NIO App.</p><p>Laustsen thinks NIO&#39;s BaaS (battery as a service) is a great feature and that the battery swap station in Denmark, which will soon be operational, will give him access to a fully charged battery at all times.</p><p>On October 18, NIO said it made itsfirst ET7 deliveries in Germany and the Netherlands, while customers from Denmark, Sweden and Norway test-drove the sedan.</p><p>On November 15,NIO delivered the ET7 to consumers in Swedenfor the first time.</p><p>The NIO ET7 won the Technological Frontrunner award at theAuto Awards Denmarkon November 22, beating out competition including the Mercedes-Benz EQS and Tesla Model Y.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NIO Starts Delivery of ET7 in Denmark</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO Starts Delivery of ET7 in Denmark\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-25 11:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://cnevpost.com/2022/11/25/nio-starts-delivery-of-et7-in-denmark/><strong>CnEVPost</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NIO ET7 deliveries have now started in all five European countries, including Germany, the Netherlands, Norway, Sweden and Denmark.NIO began delivery of the ET7 in Denmark after the flagship sedan was...</p>\n\n<a href=\"https://cnevpost.com/2022/11/25/nio-starts-delivery-of-et7-in-denmark/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO.SI":"蔚来","09866":"蔚来-SW","NIO":"蔚来"},"source_url":"https://cnevpost.com/2022/11/25/nio-starts-delivery-of-et7-in-denmark/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158497439","content_text":"NIO ET7 deliveries have now started in all five European countries, including Germany, the Netherlands, Norway, Sweden and Denmark.NIO began delivery of the ET7 in Denmark after the flagship sedan was delivered to consumers in Sweden last week.ET7 deliveries officially began in Denmark this week, said Gerald Krainer, head of customer development and customer operations for NIO Europe, in a post on the company's mobile app Thursday.The ET7 has now been delivered in all five European countries, including Germany, the Netherlands, Norway, Sweden and Denmark, the article said.NIO held its NIO Berlin launch event on October 7 European time to introduce its three newest models -- the ET7, EL7 and ET5 -- to European consumers. The EL7 is known as the ES7 in China.Unlike the vehicles it sells directly in Norway and China, NIO is initially offering a service it calls NIO Subscription in Germany, the Netherlands, Denmark and Sweden that allows local consumers to lease vehicles only, not buy them.On November 21, the company began offering purchase options for consumers in those four countries and announced the selling prices. Deliveries of cars with the purchase option are expected to begin in 2023.Denmark's first ET7 user, Jakob Laustsen, CEO of Aros Leasing, chose a white ET7, according to an article in the NIO App.Laustsen thinks NIO's BaaS (battery as a service) is a great feature and that the battery swap station in Denmark, which will soon be operational, will give him access to a fully charged battery at all times.On October 18, NIO said it made itsfirst ET7 deliveries in Germany and the Netherlands, while customers from Denmark, Sweden and Norway test-drove the sedan.On November 15,NIO delivered the ET7 to consumers in Swedenfor the first time.The NIO ET7 won the Technological Frontrunner award at theAuto Awards Denmarkon November 22, beating out competition including the Mercedes-Benz EQS and Tesla Model Y.","news_type":1},"isVote":1,"tweetType":1,"viewCount":215,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9963304574,"gmtCreate":1668582935198,"gmtModify":1676538080044,"author":{"id":"3578825237066036","authorId":"3578825237066036","name":"rayguy","avatar":"https://static.tigerbbs.com/014543af7576ed5edbcbdeffd50f27eb","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3578825237066036","idStr":"3578825237066036"},"themes":[],"htmlText":"Buy buy buy8","listText":"Buy buy buy8","text":"Buy buy buy8","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9963304574","repostId":"2283215636","repostType":2,"repost":{"id":"2283215636","pubTimestamp":1668580278,"share":"https://ttm.financial/m/news/2283215636?lang=&edition=fundamental","pubTime":"2022-11-16 14:31","market":"us","language":"en","title":"Palantir Buyers Reversed Its Post-Earnings Selloff Astutely","url":"https://stock-news.laohu8.com/highlight/detail?id=2283215636","media":"Seeking Alpha","summary":"SummaryThe market reversed the initial post-earnings selloff in PLTR, drawing bearish investors look","content":"<html><head></head><body><h3>Summary</h3><ul><li>The market reversed the initial post-earnings selloff in PLTR, drawing bearish investors looking for the breakdown setup astutely.</li><li>We maintain our thesis that PLTR continues to consolidate robustly along its long-term support predicated against its May lows.</li><li>However, a material re-rating is unlikely as the market remains tentative over Palantir&#39;s execution risks through 2024. Also, market sentiments over enterprise SaaS remain tepid.</li><li>However, we discuss why we see relatively attractive entry zones at the current levels, despite the market pessimism.</li><li>Maintain Buy.</li></ul><h2>Thesis</h2><p><a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies Inc.</a> (NYSE:PLTR) bears were taken by surprise last week as the market forced a steep post-earnings selloff before erasing its initial post-earnings losses.</p><p>Accordingly, PLTR continued to be supported along its long-term bottom, as we highlighted in our previous article. Hence, bears who tried to anticipate a breakdown of its May lows were sorely disappointed, as the market forced them to flee rapidly as it reversed PLTR&#39;s selling pressure.</p><p>Our analysis suggests that the market remains tentative over a material re-rating of PLTR. As such, investors expecting a significant upward move to regain PLTR&#39;s bullish bias need to be patient.</p><p>In addition, given PLTR&#39;s growth premium, we believe the market could be parsing whether management could improve its growth cadence through FY24, given the notable deceleration in FY22.</p><p>Maintain Buy.</p><h2>Palantir Needs To Justify Its Growth Premium</h2><p>PLTR last traded at an NTM normalized P/E of nearly 55x, well above its software peers&#39; median of 26.2x (according to S&amp;P Cap IQ data). It&#39;s also well above the S&amp;P 500 software industry forward P/E of 25.5x.</p><p>Hence, there&#39;s little doubt that PLTR is still priced at a substantial premium, behooving the company to demonstrate robust growth to justify its valuation.</p><p><img src=\"https://static.tigerbbs.com/597dd158e6c5ad791149d55db77d04ea\" tg-width=\"640\" tg-height=\"395\" referrerpolicy=\"no-referrer\"/></p><p>Palantir Revenue by segment change % (Company filings)</p><p>However, Palantir likely disappointed investors as its growth cadence continued to slow in Q3. As seen above, Palantir&#39;s commercial revenue increased by just 17.8%, down significantly from Q2&#39;s 46.3%.</p><p>However, its government revenue improved from Q2&#39;s 13.3%, with revenue growth of 25.8%.<img src=\"https://static.tigerbbs.com/2f28f25a1badae417a20811f8dd5c19c\" tg-width=\"640\" tg-height=\"395\" referrerpolicy=\"no-referrer\"/></p><p>Palantir Revenue change % and Adjusted EBIT change % consensus estimates (S&amp;P Cap IQ)</p><p>Accordingly, Palantir is expected to post revenue growth of just 16.8% in FQ4, with adjusted EBIT declining by nearly 36%. Notably, Palantir&#39;s operating metrics are projected to bottom out in FQ4 before recovering through FY23.</p><p>Furthermore, the company&#39;s revised guidance was much better than the previous Street projections in September when we last updated. Hence, it was pretty surprising that the market sent PLTR into an initial post-earnings selloff following its Q3 release.<img src=\"https://static.tigerbbs.com/4ebfe815069f650b4db4064ff12f520a\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/></p><p>PLTR forward earnings multiples consensus estimates (S&amp;P Cap IQ)</p><p>However, we believe that the market remains concerned over the growth premium embedded in its valuation. Despite the potential for a significant earnings recovery through FY23, the market could reflect increased execution risks through the worsening macroeconomic outlook.</p><p>Notwithstanding, we believe the Street estimates have likely been de-risked, as Wall Street remains neutral on PLTR. However, for PLTR to justify an FY24 earnings multiple of nearly 35x requires robust execution by management.</p><p>We still see the potential for re-rating at the current levels, as its peers in the Software ETF (IGV) have a weighted average P/E of 39.5x, with much lower forward earnings growth of 6.9%.</p><p>Hence, we postulate that PLTR could be re-rated if the market anticipates that CEO Alex Karp &amp; team could execute well over the next couple of years. But, for now, PLTR is still likely to trade within a tight range undergirded by its long-term bottom.</p><h2>Is PLTR Stock A Buy, Sell, Or Hold?</h2><p><img src=\"https://static.tigerbbs.com/809fd9185da52828dee18b180981f8af\" tg-width=\"640\" tg-height=\"340\" referrerpolicy=\"no-referrer\"/></p><p>PLTR price chart (weekly) (S&amp;P Cap IQ)</p><p>As seen above, PLTR held its November lows robustly, as buyers returned to prevent sellers from threatening its May lows last week, post-earnings.</p><p>As such, we postulate that PLTR should continue its consolidation zone along the current levels. Therefore investors can consider deep pullbacks toward its May lows to add exposure, as it has held firmly over the past seven months.</p><p>However, we believe a re-rating of its August highs is unlikely without a broad re-rating of its SaaS peers. Also, the need for PLTR to retake the $9 level is critical to sustaining its recovery.</p><p>Investors should be prepared for further near-term downside volatility if the buyers continue to find significant challenges to lift PLTR&#39;s momentum above that zone. Accordingly, investors should layer in over time to capitalize on PLTR&#39;s downside volatility, improving their cost basis.</p><p>Maintain Buy.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir Buyers Reversed Its Post-Earnings Selloff Astutely</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir Buyers Reversed Its Post-Earnings Selloff Astutely\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-16 14:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4557868-palantir-stock-buyers-reversed-post-q3-earnings-selloff-astutely><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryThe market reversed the initial post-earnings selloff in PLTR, drawing bearish investors looking for the breakdown setup astutely.We maintain our thesis that PLTR continues to consolidate ...</p>\n\n<a href=\"https://seekingalpha.com/article/4557868-palantir-stock-buyers-reversed-post-q3-earnings-selloff-astutely\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4557868-palantir-stock-buyers-reversed-post-q3-earnings-selloff-astutely","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2283215636","content_text":"SummaryThe market reversed the initial post-earnings selloff in PLTR, drawing bearish investors looking for the breakdown setup astutely.We maintain our thesis that PLTR continues to consolidate robustly along its long-term support predicated against its May lows.However, a material re-rating is unlikely as the market remains tentative over Palantir's execution risks through 2024. Also, market sentiments over enterprise SaaS remain tepid.However, we discuss why we see relatively attractive entry zones at the current levels, despite the market pessimism.Maintain Buy.ThesisPalantir Technologies Inc. (NYSE:PLTR) bears were taken by surprise last week as the market forced a steep post-earnings selloff before erasing its initial post-earnings losses.Accordingly, PLTR continued to be supported along its long-term bottom, as we highlighted in our previous article. Hence, bears who tried to anticipate a breakdown of its May lows were sorely disappointed, as the market forced them to flee rapidly as it reversed PLTR's selling pressure.Our analysis suggests that the market remains tentative over a material re-rating of PLTR. As such, investors expecting a significant upward move to regain PLTR's bullish bias need to be patient.In addition, given PLTR's growth premium, we believe the market could be parsing whether management could improve its growth cadence through FY24, given the notable deceleration in FY22.Maintain Buy.Palantir Needs To Justify Its Growth PremiumPLTR last traded at an NTM normalized P/E of nearly 55x, well above its software peers' median of 26.2x (according to S&P Cap IQ data). It's also well above the S&P 500 software industry forward P/E of 25.5x.Hence, there's little doubt that PLTR is still priced at a substantial premium, behooving the company to demonstrate robust growth to justify its valuation.Palantir Revenue by segment change % (Company filings)However, Palantir likely disappointed investors as its growth cadence continued to slow in Q3. As seen above, Palantir's commercial revenue increased by just 17.8%, down significantly from Q2's 46.3%.However, its government revenue improved from Q2's 13.3%, with revenue growth of 25.8%.Palantir Revenue change % and Adjusted EBIT change % consensus estimates (S&P Cap IQ)Accordingly, Palantir is expected to post revenue growth of just 16.8% in FQ4, with adjusted EBIT declining by nearly 36%. Notably, Palantir's operating metrics are projected to bottom out in FQ4 before recovering through FY23.Furthermore, the company's revised guidance was much better than the previous Street projections in September when we last updated. Hence, it was pretty surprising that the market sent PLTR into an initial post-earnings selloff following its Q3 release.PLTR forward earnings multiples consensus estimates (S&P Cap IQ)However, we believe that the market remains concerned over the growth premium embedded in its valuation. Despite the potential for a significant earnings recovery through FY23, the market could reflect increased execution risks through the worsening macroeconomic outlook.Notwithstanding, we believe the Street estimates have likely been de-risked, as Wall Street remains neutral on PLTR. However, for PLTR to justify an FY24 earnings multiple of nearly 35x requires robust execution by management.We still see the potential for re-rating at the current levels, as its peers in the Software ETF (IGV) have a weighted average P/E of 39.5x, with much lower forward earnings growth of 6.9%.Hence, we postulate that PLTR could be re-rated if the market anticipates that CEO Alex Karp & team could execute well over the next couple of years. But, for now, PLTR is still likely to trade within a tight range undergirded by its long-term bottom.Is PLTR Stock A Buy, Sell, Or Hold?PLTR price chart (weekly) (S&P Cap IQ)As seen above, PLTR held its November lows robustly, as buyers returned to prevent sellers from threatening its May lows last week, post-earnings.As such, we postulate that PLTR should continue its consolidation zone along the current levels. Therefore investors can consider deep pullbacks toward its May lows to add exposure, as it has held firmly over the past seven months.However, we believe a re-rating of its August highs is unlikely without a broad re-rating of its SaaS peers. Also, the need for PLTR to retake the $9 level is critical to sustaining its recovery.Investors should be prepared for further near-term downside volatility if the buyers continue to find significant challenges to lift PLTR's momentum above that zone. Accordingly, investors should layer in over time to capitalize on PLTR's downside volatility, improving their cost basis.Maintain Buy.","news_type":1},"isVote":1,"tweetType":1,"viewCount":356,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9963300866,"gmtCreate":1668580269856,"gmtModify":1676538079621,"author":{"id":"3578825237066036","authorId":"3578825237066036","name":"rayguy","avatar":"https://static.tigerbbs.com/014543af7576ed5edbcbdeffd50f27eb","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3578825237066036","idStr":"3578825237066036"},"themes":[],"htmlText":"Buy buy buy&nbsp;","listText":"Buy buy buy&nbsp;","text":"Buy buy buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9963300866","repostId":"1179336171","repostType":2,"repost":{"id":"1179336171","pubTimestamp":1668578093,"share":"https://ttm.financial/m/news/1179336171?lang=&edition=fundamental","pubTime":"2022-11-16 13:54","market":"us","language":"en","title":"NIO ET7 Wait Time Further Reduced to 3-5 Weeks","url":"https://stock-news.laohu8.com/highlight/detail?id=1179336171","media":"CnEVPost","summary":"Faster deliveries may indicate that supply chain conditions are allowing NIO to ramp up capacity so ","content":"<html><head></head><body><p>Faster deliveries may indicate that supply chain conditions are allowing NIO to ramp up capacity so that more consumers can access purchase subsidies that are due to expire at the end of the year.</p><p>The expected delivery date for NIO&#39;s flagship sedan, the ET7, has been further shortened, after a similar change was seen earlier this month.</p><p>NIO currently sells six models in China, including three models based on the NT 1.0 platform -- the ES8, ES6 and EC6 -- and three models based on the NT 2.0 platform -- the ES7, ET7 and ET5.</p><p>The latest expected delivery date for the ET7 is 3-5 weeks after locking in orders, the latest information from the NIO App monitored by CnEVPost shows.</p><p>The last change in the wait time for the model was on November 3, when it was shortened from 6-8 weeks to 4-6 weeks.</p><p>On November 10, the expected delivery times for the ES8, ES6 and EC6 all changed from 2-3 weeks to about 2 weeks, when the wait time for the ET7 remained unchanged.</p><p>The latest information from NIO App shows that the wait times for these three older models based on NT 1.0 platform are still about 2 weeks.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NIO ET7 Wait Time Further Reduced to 3-5 Weeks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO ET7 Wait Time Further Reduced to 3-5 Weeks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-16 13:54 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://cnevpost.com/2022/11/16/nio-et7-wait-time-further-reduced-to-3-5-weeks/><strong>CnEVPost</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Faster deliveries may indicate that supply chain conditions are allowing NIO to ramp up capacity so that more consumers can access purchase subsidies that are due to expire at the end of the year.The ...</p>\n\n<a href=\"https://cnevpost.com/2022/11/16/nio-et7-wait-time-further-reduced-to-3-5-weeks/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO.SI":"蔚来","NIO":"蔚来","09866":"蔚来-SW"},"source_url":"https://cnevpost.com/2022/11/16/nio-et7-wait-time-further-reduced-to-3-5-weeks/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179336171","content_text":"Faster deliveries may indicate that supply chain conditions are allowing NIO to ramp up capacity so that more consumers can access purchase subsidies that are due to expire at the end of the year.The expected delivery date for NIO's flagship sedan, the ET7, has been further shortened, after a similar change was seen earlier this month.NIO currently sells six models in China, including three models based on the NT 1.0 platform -- the ES8, ES6 and EC6 -- and three models based on the NT 2.0 platform -- the ES7, ET7 and ET5.The latest expected delivery date for the ET7 is 3-5 weeks after locking in orders, the latest information from the NIO App monitored by CnEVPost shows.The last change in the wait time for the model was on November 3, when it was shortened from 6-8 weeks to 4-6 weeks.On November 10, the expected delivery times for the ES8, ES6 and EC6 all changed from 2-3 weeks to about 2 weeks, when the wait time for the ET7 remained unchanged.The latest information from NIO App shows that the wait times for these three older models based on NT 1.0 platform are still about 2 weeks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":395,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9960295530,"gmtCreate":1668163543320,"gmtModify":1676538023191,"author":{"id":"3578825237066036","authorId":"3578825237066036","name":"rayguy","avatar":"https://static.tigerbbs.com/014543af7576ed5edbcbdeffd50f27eb","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3578825237066036","idStr":"3578825237066036"},"themes":[],"htmlText":"Buy buy byy","listText":"Buy buy byy","text":"Buy buy byy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9960295530","repostId":"1149378268","repostType":4,"repost":{"id":"1149378268","pubTimestamp":1668180804,"share":"https://ttm.financial/m/news/1149378268?lang=&edition=fundamental","pubTime":"2022-11-11 23:33","market":"hk","language":"en","title":"NIO Q3: Get Comfortable With Single-Digit Prices","url":"https://stock-news.laohu8.com/highlight/detail?id=1149378268","media":"Seeking Alpha","summary":"SummaryNIO’s stock prices plunged more than 12% after its Q3 earnings report. The stock price now hovers in the single digits.In the long term, NIO could be a beneficiary of China’s secular shift to E","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>NIO’s stock prices plunged more than 12% after its Q3 earnings report. The stock price now hovers in the single digits.</li><li>In the long term, NIO could be a beneficiary of China’s secular shift to EV, its capacity ramp-up, and its strong branding relative to its domestic peers.</li><li>Unfortunately, in the near term, say the next ~2 years, I see too many headwinds to keep its prices in the single-digit range.</li><li>These headwinds include political uncertainty, margin pressure, COVID restrictions, intensifying competition, and uncertain EV subsidies.</li></ul><p><b>Q3 recap and thesis</b></p><p>I&#39;ve been writing a series of articles on NIO (NYSE:NIO) since May 2022 to caution readers of the many headwinds it&#39;s facing. Undoubtedly, I see all the good things that the bulls like about this stock. However, I see even stronger headwinds. For example, in an article published in August 2022, entitled &#34;<i>A Simple Reality Check</i>&#34;, I cautioned readers about its lack of profit and its unsustainable valuation. The stock was still trading at about $21 per share at that time.</p><p>Fast forward to now, NIO just released its Q3 earnings report (&#34;ER&#34;). Its Q3 Non-GAAP EPS (i.e., earnings per ADS) came in at -$0.30 and missed consensus estimates by $0.14. Vehicle margin was compressed by another 160 basis points to 16.4% compared with 18.0% a year ago. Its stock prices plunged 12.4% after its Q3 ER into the single-digit range ($9.25 as of this writing, before the market open on Nov 10, 2022).</p><p>Now looking ahead, I maintain my bear thesis. And more specifically, in this article, I will argue that NIO&#39;s stock prices would remain in the single digits in the near term (say the next 1~2 year or so). I acknowledge its long-term headwinds, including China&#39;s secular shift towards EVs, its leading branding power, and its aggressive vehicle delivery plans. But I see the negative catalysts to have the upper hand in the near term due to a multitude of strong headwinds, as detailed next.</p><p><b>Strong delivery and top line growth</b></p><p>To have a full view, let&#39;s first review the positives before we dive into the headwinds. NIO enjoys leading production and delivery scales among China&#39;s domestic EV players. It has demonstrated a robust ramp-up of production and delivery capacity in the past consistently as you can see from the following chart. specifically, in its September delivery report, it provided the following update for its 2022 Q3 deliveries, boasting another quarter of quarterly deliveries and a nearly 30% YoY growth rate.</p><blockquote><ul><li>NIO delivered 10,878 vehicles in September 2022</li><li>NIO delivered 31,607 vehicles in the three months ended September 2022, increasing by 29.3% year-over-year and achieving record-high quarterly deliveries</li><li>Cumulative deliveries of NIO vehicles reached 249,504 as of September 30, 2022</li></ul></blockquote><p>In its Q3 ER, it reported a total vehicle delivery exceeding 10k during the October month, translating into a 174.3% YOY (but a slight 7.5% decline MOM). And for its Q4 outlook, it aims at a delivery target in the range of 43k to 48k vehicles, translating into a growth rate of 71.8% to 91.7% YoY. Total revenues are projected to grow in tandem 75.4% to 94.2% YOY.</p><p><img src=\"https://static.tigerbbs.com/08ec5bbea7e73b8f01cba016203fbf78\" tg-width=\"640\" tg-height=\"315\" referrerpolicy=\"no-referrer\"/></p><p>Source: InsideEVs (NIO)</p><p>At the same time, its scale helps it to maintain healthy operation efficiency as you can see from the following comparison of its asset utilization (&#34;AU&#34;) against its domestic peer XPeng (XPEV) and U.S. peer Ford (F). NIO&#39;s AU current stands at 0.50x, slightly below its long-term average of 0.517x largely due to the lockdowns in China due to recent COVID case resurgences. Despite the recent decline in its AU, it is still above XPEV&#39;s 0.47x and comparable to F&#39;s long-term average levels.</p><p><img src=\"https://static.tigerbbs.com/97fee074dcebb0f9b0b198d3ec8f6b49\" tg-width=\"640\" tg-height=\"412\" referrerpolicy=\"no-referrer\"/></p><p>Source: Seeking Alpha data</p><p><b>Margin pressure and lack of profit</b></p><p>However, the business has been suffering margin pressure on the bottom line and is yet to earn a positive profit. As seen, its gross profit margin (&#34;GPM&#34;) peaked around 18% during 2H of 2021, surpassing Ford. But recently, the GPM has been under pressure and contracted to the current level of 13% by about 500 basis points. Now its GPM is lower than F&#39;s 17.4% by a good gap (although still better than XPEV&#39;s 10.8%). In terms of profit margin, as shown in the bottom panel, the picture is even more concerning. Its net profit margin has always been in the negatives and is -26.7% currently.</p><p><img src=\"https://static.tigerbbs.com/8e1df97debcf4e604bd61440b04debc6\" tg-width=\"640\" tg-height=\"481\" referrerpolicy=\"no-referrer\"/></p><p>Source: Seeking Alpha data</p><p>The picture does not improve as we broaden the view to include other metrics as seen in the chart below. Its metrics are negative across the board ranging from EBIT margin, EBITDA margin, and FCF margin.</p><p>Looking forward, I see a few key headwinds to keep its profits in the negative besides the macroeconomic factors. First, I expect the capital requirements to continue as it pursues the expansion of charging infrastructures. And note that its cash from operations sat at only $309M, far from being able to meet such requirements. To satisfy customers&#39; needs, management will need to keep spending on both battery swap stations and also charging stations. Secondly, I expect some of its manufacturing problems and also the global supply chain disruptions to persist. For example, it reported early about an issue involving the low yield rate of its mega-casting parts with its suppliers. This seemingly arcane issue actually can bottleneck its production ramp-up and efficiency, and it will take NIO time to solve its or find alternative suppliers amid supply chain disruptions.</p><p>Next, we will see that despite the lack of profit, the stock is still valued at an elevated level despite the large price corrections.</p><p><img src=\"https://static.tigerbbs.com/f688292596be907354e6847dbf3838b9\" tg-width=\"640\" tg-height=\"290\" referrerpolicy=\"no-referrer\"/></p><p>Source: Seeking Alpha data</p><p><b>Valuation still too expensive</b></p><p>In terms of valuation, NIO is still trading at a large premium both in absolute and relative terms. Its lack of profit makes bottom-line oriented metric meaningless as seen in the chart below. Even FY3 PE stands at 163x, compare to about 6~7x for F. Furthermore, because of the many headwinds as analyzed above and its mixed Q3 results, its earnings outlook is both bleak and highly uncertain as reflected in the consensus estimates in the second chart below. NIO&#39;s earnings revisions for the last 3 months paint a highly pessimistic and uncertain picture. A total of 11 analysts submitted EPS forecasts, and a total of 9 analysts revised the EPS downward by as much as 70% to 95% in 2024.</p><p>Using top-line valuation metrics, its P/Sales ratio is still at 2.5x despite the price corrections, on par with the S&amp;P 500 index, about 2x higher than XPEV&#39;s 1.3x, and 7.1x higher than F&#39;s 0.35x. I found such a valuation unjustifiable given its lack of profit and the many headwinds it is facing. And again, its topline growth is highly uncertain too as reflected in the consensus estimates. A total of 21 analysts submitted revenue forecasts, and a total of 17 analysts revised the revenues downward.</p><p><img src=\"https://static.tigerbbs.com/5627051b392e84ff2ec468d7a59b0352\" tg-width=\"640\" tg-height=\"447\" referrerpolicy=\"no-referrer\"/></p><p>Source: Seeking Alpha data</p><p><img src=\"https://static.tigerbbs.com/47d4424a62235a5a7974b517fb8f2363\" tg-width=\"640\" tg-height=\"393\" referrerpolicy=\"no-referrer\"/></p><p>Source: Seeking Alpha data</p><p><b>Other risks and final thoughts</b></p><p>To conclude, in the long term, NIO could benefit from the secular shift in China towards EVs, its capacity ramp-up, and its strong branding relative to its domestic peers.</p><p>However, I see too many strong forces in the near term to pressure the stock prices into the single-digit range. The stock has yet to report a positive earnings. So far, it has been trapped in the dreaded vicious cycle: the more vehicles it sells, the more money it loses.</p><p>The combination of elevated valuation and lack of net profit would also keep a lid on the stock prices. NIO had to temporarily suspend production at two of its plants in Hefei during Q3. And such suspensions are likely to recur in the near future. And finally, the stock may face the risk of securing new financing as its high CAPEX requirements persist while its organic earnings remain low or negative.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NIO Q3: Get Comfortable With Single-Digit Prices</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO Q3: Get Comfortable With Single-Digit Prices\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-11 23:33 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4555906-nio-q3-earnings-single-digit-prices><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryNIO’s stock prices plunged more than 12% after its Q3 earnings report. The stock price now hovers in the single digits.In the long term, NIO could be a beneficiary of China’s secular shift to ...</p>\n\n<a href=\"https://seekingalpha.com/article/4555906-nio-q3-earnings-single-digit-prices\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","NIO.SI":"蔚来","09866":"蔚来-SW"},"source_url":"https://seekingalpha.com/article/4555906-nio-q3-earnings-single-digit-prices","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149378268","content_text":"SummaryNIO’s stock prices plunged more than 12% after its Q3 earnings report. The stock price now hovers in the single digits.In the long term, NIO could be a beneficiary of China’s secular shift to EV, its capacity ramp-up, and its strong branding relative to its domestic peers.Unfortunately, in the near term, say the next ~2 years, I see too many headwinds to keep its prices in the single-digit range.These headwinds include political uncertainty, margin pressure, COVID restrictions, intensifying competition, and uncertain EV subsidies.Q3 recap and thesisI've been writing a series of articles on NIO (NYSE:NIO) since May 2022 to caution readers of the many headwinds it's facing. Undoubtedly, I see all the good things that the bulls like about this stock. However, I see even stronger headwinds. For example, in an article published in August 2022, entitled \"A Simple Reality Check\", I cautioned readers about its lack of profit and its unsustainable valuation. The stock was still trading at about $21 per share at that time.Fast forward to now, NIO just released its Q3 earnings report (\"ER\"). Its Q3 Non-GAAP EPS (i.e., earnings per ADS) came in at -$0.30 and missed consensus estimates by $0.14. Vehicle margin was compressed by another 160 basis points to 16.4% compared with 18.0% a year ago. Its stock prices plunged 12.4% after its Q3 ER into the single-digit range ($9.25 as of this writing, before the market open on Nov 10, 2022).Now looking ahead, I maintain my bear thesis. And more specifically, in this article, I will argue that NIO's stock prices would remain in the single digits in the near term (say the next 1~2 year or so). I acknowledge its long-term headwinds, including China's secular shift towards EVs, its leading branding power, and its aggressive vehicle delivery plans. But I see the negative catalysts to have the upper hand in the near term due to a multitude of strong headwinds, as detailed next.Strong delivery and top line growthTo have a full view, let's first review the positives before we dive into the headwinds. NIO enjoys leading production and delivery scales among China's domestic EV players. It has demonstrated a robust ramp-up of production and delivery capacity in the past consistently as you can see from the following chart. specifically, in its September delivery report, it provided the following update for its 2022 Q3 deliveries, boasting another quarter of quarterly deliveries and a nearly 30% YoY growth rate.NIO delivered 10,878 vehicles in September 2022NIO delivered 31,607 vehicles in the three months ended September 2022, increasing by 29.3% year-over-year and achieving record-high quarterly deliveriesCumulative deliveries of NIO vehicles reached 249,504 as of September 30, 2022In its Q3 ER, it reported a total vehicle delivery exceeding 10k during the October month, translating into a 174.3% YOY (but a slight 7.5% decline MOM). And for its Q4 outlook, it aims at a delivery target in the range of 43k to 48k vehicles, translating into a growth rate of 71.8% to 91.7% YoY. Total revenues are projected to grow in tandem 75.4% to 94.2% YOY.Source: InsideEVs (NIO)At the same time, its scale helps it to maintain healthy operation efficiency as you can see from the following comparison of its asset utilization (\"AU\") against its domestic peer XPeng (XPEV) and U.S. peer Ford (F). NIO's AU current stands at 0.50x, slightly below its long-term average of 0.517x largely due to the lockdowns in China due to recent COVID case resurgences. Despite the recent decline in its AU, it is still above XPEV's 0.47x and comparable to F's long-term average levels.Source: Seeking Alpha dataMargin pressure and lack of profitHowever, the business has been suffering margin pressure on the bottom line and is yet to earn a positive profit. As seen, its gross profit margin (\"GPM\") peaked around 18% during 2H of 2021, surpassing Ford. But recently, the GPM has been under pressure and contracted to the current level of 13% by about 500 basis points. Now its GPM is lower than F's 17.4% by a good gap (although still better than XPEV's 10.8%). In terms of profit margin, as shown in the bottom panel, the picture is even more concerning. Its net profit margin has always been in the negatives and is -26.7% currently.Source: Seeking Alpha dataThe picture does not improve as we broaden the view to include other metrics as seen in the chart below. Its metrics are negative across the board ranging from EBIT margin, EBITDA margin, and FCF margin.Looking forward, I see a few key headwinds to keep its profits in the negative besides the macroeconomic factors. First, I expect the capital requirements to continue as it pursues the expansion of charging infrastructures. And note that its cash from operations sat at only $309M, far from being able to meet such requirements. To satisfy customers' needs, management will need to keep spending on both battery swap stations and also charging stations. Secondly, I expect some of its manufacturing problems and also the global supply chain disruptions to persist. For example, it reported early about an issue involving the low yield rate of its mega-casting parts with its suppliers. This seemingly arcane issue actually can bottleneck its production ramp-up and efficiency, and it will take NIO time to solve its or find alternative suppliers amid supply chain disruptions.Next, we will see that despite the lack of profit, the stock is still valued at an elevated level despite the large price corrections.Source: Seeking Alpha dataValuation still too expensiveIn terms of valuation, NIO is still trading at a large premium both in absolute and relative terms. Its lack of profit makes bottom-line oriented metric meaningless as seen in the chart below. Even FY3 PE stands at 163x, compare to about 6~7x for F. Furthermore, because of the many headwinds as analyzed above and its mixed Q3 results, its earnings outlook is both bleak and highly uncertain as reflected in the consensus estimates in the second chart below. NIO's earnings revisions for the last 3 months paint a highly pessimistic and uncertain picture. A total of 11 analysts submitted EPS forecasts, and a total of 9 analysts revised the EPS downward by as much as 70% to 95% in 2024.Using top-line valuation metrics, its P/Sales ratio is still at 2.5x despite the price corrections, on par with the S&P 500 index, about 2x higher than XPEV's 1.3x, and 7.1x higher than F's 0.35x. I found such a valuation unjustifiable given its lack of profit and the many headwinds it is facing. And again, its topline growth is highly uncertain too as reflected in the consensus estimates. A total of 21 analysts submitted revenue forecasts, and a total of 17 analysts revised the revenues downward.Source: Seeking Alpha dataSource: Seeking Alpha dataOther risks and final thoughtsTo conclude, in the long term, NIO could benefit from the secular shift in China towards EVs, its capacity ramp-up, and its strong branding relative to its domestic peers.However, I see too many strong forces in the near term to pressure the stock prices into the single-digit range. The stock has yet to report a positive earnings. So far, it has been trapped in the dreaded vicious cycle: the more vehicles it sells, the more money it loses.The combination of elevated valuation and lack of net profit would also keep a lid on the stock prices. NIO had to temporarily suspend production at two of its plants in Hefei during Q3. And such suspensions are likely to recur in the near future. And finally, the stock may face the risk of securing new financing as its high CAPEX requirements persist while its organic earnings remain low or negative.","news_type":1},"isVote":1,"tweetType":1,"viewCount":204,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9987730417,"gmtCreate":1667987098040,"gmtModify":1676537994912,"author":{"id":"3578825237066036","authorId":"3578825237066036","name":"rayguy","avatar":"https://static.tigerbbs.com/014543af7576ed5edbcbdeffd50f27eb","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3578825237066036","idStr":"3578825237066036"},"themes":[],"htmlText":"Buy buy buy","listText":"Buy buy buy","text":"Buy buy buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9987730417","repostId":"2281189119","repostType":4,"repost":{"id":"2281189119","pubTimestamp":1667983606,"share":"https://ttm.financial/m/news/2281189119?lang=&edition=fundamental","pubTime":"2022-11-09 16:46","market":"us","language":"en","title":"Palantir Won't Rise Again Until This Happens","url":"https://stock-news.laohu8.com/highlight/detail?id=2281189119","media":"Motley Fool","summary":"Even after a recent revenue beat, Palantir's stock sold off.","content":"<html><head></head><body><p>Big-data analytics company <b>Palantir</b> reported earnings on Monday, Nov. 7, resulting in an 11.5% drop -- the latest leg down in the stock&#39;s 70% decline over the past year. Curiously, the company actually beat revenue expectations. Revenue rose 22% to $478 million, beating expectations by nearly $3 million. However, adjusted (non-GAAP) earnings per share of $0.01 missed expectations by $0.01.</p><p>One would think that Palantir, with its top-of-the-line analytics software system used by the military and commercial enterprises, would be performing better. After all, with war between Russia and Ukraine, along with other geopolitical hotspots flaring up after the pandemic, Palantir&#39;s big-data software should be in high demand.</p><p>The thing is, Palantir&#39;s software actually <i>is</i> in high demand, and some underlying metrics point to a positive long-term picture. Yet there appears to be one big hole in its revenue trajectory, as well as a big cost headwind keeping a lid on its bottom line.</p><p>Unfortunately, it appears the stock likely won&#39;t rise again until these two factors are taken care of.</p><h2>Palantir is racking up commercial customers</h2><p>With the stock down, some may think Palantir&#39;s customers are slowing their adoption of the platform. However, this doesn&#39;t appear to be the case.</p><p>In fact, Palantir was able to grow its overall customer count by 66% year over year and 11% quarter over quarter -- which was impressive. Other impressive metrics include the total number of deals closed, which were up 63% from last year. Total billings, which include the change in revenue plus the change in long-term contract value, was up 47%.</p><p>The company&#39;s recent presentation also showed a number of major commercial-customer testimonies, illustrating how Palantir&#39;s big-data software has helped their businesses save lots of money. For instance, <b>Tyson Foods</b> claimed Palantir&#39;s software saved it $200 million across 20 projects, while insurance-giant <b>Swiss Re</b> said it had achieved &#34;nine figure&#34; savings due to Palantir&#39;s software. Other major customers also had positive things to say about the software giant.</p><h2>The big hole in Palantir&#39;s results</h2><p>With that huge customer and billings growth, it&#39;s a bit strange that revenue only rose 22%. And it&#39;s doubly strange that the supposed lower-growth government segment actually rose 26%, above the company average. U.S. commercial-revenue growth continued its strong performance from last quarter, up 53%, making the overall 17% commercial growth all the more perplexing.</p><p>That leaves international commercial revenue as the huge shortfall here. In fact, given that U.S. commercial growth was so strong, it actually appears international commercial-revenue growth may have been negative!</p><p>On the conference call with analysts, management called international commercial revenue &#34;about flat,&#34; due to the strong dollar and other headwinds. CEO Alex Karp also called out European companies as generally being less willing to embrace new data-driven ways of doing things, compared with more innovative U.S. companies, which may point to some cultural headwinds in the region in addition to the strong dollar.</p><h2>Palantir won&#39;t rise again until this happens</h2><p>Like many other software companies, Palantir has a tendency to report &#34;adjusted&#34; metrics, which makes the company seem more profitable than it actually is when factoring in its very generous stock-based compensation. Last quarter, Palantir paid out $140 million in stock-based compensation, which was enough to flip &#34;adjusted&#34; operating earnings of $81.3 million to a GAAP operating loss of $62.2 million.</p><p>That $140 million also amounted to nearly 30% of revenue and nearly 1% of the company&#39;s current market cap. While 1% dilution per quarter isn&#39;t that great for equity shareholders, on the bright side, Palantir has decreased its outsized stock-based compensation from last year. In last-year&#39;s third quarter, stock-based compensation was an even greater $185 million.</p><p>High stock comp in lieu of cash payments is enabling Palantir to build cash every quarter, which is good for the company&#39;s durability in this environment. Currently, its corporate cash totaled over $2.4 billion, with no debt. So it&#39;s not like Palantir is in any danger of insolvency, nor is it in need of outside funding.</p><p>However, with interest rates so high and software investors now looking much closer at GAAP profitability, one can probably count on investors to discount Palantir&#39;s growth until it can generate profits over and above its stock-based comp.</p><p>With geopolitical threats proliferating all over the world and businesses increasingly depending on big-data analytics for cost savings in this age of inflation, Palantir seems like the perfect stock for these times. However, until the company begins to either generate real GAAP profits over and above its large stock-based compensation, it may be difficult for Palantir to rise to its old highs anytime soon.</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>Palantir Won't Rise Again Until This Happens</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir Won't Rise Again Until This Happens\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-09 16:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/11/08/palantir-stock-wont-rise-until-this-happens/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Big-data analytics company Palantir reported earnings on Monday, Nov. 7, resulting in an 11.5% drop -- the latest leg down in the stock's 70% decline over the past year. Curiously, the company ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/11/08/palantir-stock-wont-rise-until-this-happens/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://www.fool.com/investing/2022/11/08/palantir-stock-wont-rise-until-this-happens/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2281189119","content_text":"Big-data analytics company Palantir reported earnings on Monday, Nov. 7, resulting in an 11.5% drop -- the latest leg down in the stock's 70% decline over the past year. Curiously, the company actually beat revenue expectations. Revenue rose 22% to $478 million, beating expectations by nearly $3 million. However, adjusted (non-GAAP) earnings per share of $0.01 missed expectations by $0.01.One would think that Palantir, with its top-of-the-line analytics software system used by the military and commercial enterprises, would be performing better. After all, with war between Russia and Ukraine, along with other geopolitical hotspots flaring up after the pandemic, Palantir's big-data software should be in high demand.The thing is, Palantir's software actually is in high demand, and some underlying metrics point to a positive long-term picture. Yet there appears to be one big hole in its revenue trajectory, as well as a big cost headwind keeping a lid on its bottom line.Unfortunately, it appears the stock likely won't rise again until these two factors are taken care of.Palantir is racking up commercial customersWith the stock down, some may think Palantir's customers are slowing their adoption of the platform. However, this doesn't appear to be the case.In fact, Palantir was able to grow its overall customer count by 66% year over year and 11% quarter over quarter -- which was impressive. Other impressive metrics include the total number of deals closed, which were up 63% from last year. Total billings, which include the change in revenue plus the change in long-term contract value, was up 47%.The company's recent presentation also showed a number of major commercial-customer testimonies, illustrating how Palantir's big-data software has helped their businesses save lots of money. For instance, Tyson Foods claimed Palantir's software saved it $200 million across 20 projects, while insurance-giant Swiss Re said it had achieved \"nine figure\" savings due to Palantir's software. Other major customers also had positive things to say about the software giant.The big hole in Palantir's resultsWith that huge customer and billings growth, it's a bit strange that revenue only rose 22%. And it's doubly strange that the supposed lower-growth government segment actually rose 26%, above the company average. U.S. commercial-revenue growth continued its strong performance from last quarter, up 53%, making the overall 17% commercial growth all the more perplexing.That leaves international commercial revenue as the huge shortfall here. In fact, given that U.S. commercial growth was so strong, it actually appears international commercial-revenue growth may have been negative!On the conference call with analysts, management called international commercial revenue \"about flat,\" due to the strong dollar and other headwinds. CEO Alex Karp also called out European companies as generally being less willing to embrace new data-driven ways of doing things, compared with more innovative U.S. companies, which may point to some cultural headwinds in the region in addition to the strong dollar.Palantir won't rise again until this happensLike many other software companies, Palantir has a tendency to report \"adjusted\" metrics, which makes the company seem more profitable than it actually is when factoring in its very generous stock-based compensation. Last quarter, Palantir paid out $140 million in stock-based compensation, which was enough to flip \"adjusted\" operating earnings of $81.3 million to a GAAP operating loss of $62.2 million.That $140 million also amounted to nearly 30% of revenue and nearly 1% of the company's current market cap. While 1% dilution per quarter isn't that great for equity shareholders, on the bright side, Palantir has decreased its outsized stock-based compensation from last year. In last-year's third quarter, stock-based compensation was an even greater $185 million.High stock comp in lieu of cash payments is enabling Palantir to build cash every quarter, which is good for the company's durability in this environment. Currently, its corporate cash totaled over $2.4 billion, with no debt. So it's not like Palantir is in any danger of insolvency, nor is it in need of outside funding.However, with interest rates so high and software investors now looking much closer at GAAP profitability, one can probably count on investors to discount Palantir's growth until it can generate profits over and above its stock-based comp.With geopolitical threats proliferating all over the world and businesses increasingly depending on big-data analytics for cost savings in this age of inflation, Palantir seems like the perfect stock for these times. However, until the company begins to either generate real GAAP profits over and above its large stock-based compensation, it may be difficult for Palantir to rise to its old highs anytime soon.","news_type":1},"isVote":1,"tweetType":1,"viewCount":319,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9987626638,"gmtCreate":1667895753525,"gmtModify":1676537981222,"author":{"id":"3578825237066036","authorId":"3578825237066036","name":"rayguy","avatar":"https://static.tigerbbs.com/014543af7576ed5edbcbdeffd50f27eb","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3578825237066036","idStr":"3578825237066036"},"themes":[],"htmlText":"Buy buy buy&nbsp;","listText":"Buy buy buy&nbsp;","text":"Buy buy buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9987626638","repostId":"1188013809","repostType":4,"repost":{"id":"1188013809","pubTimestamp":1667921719,"share":"https://ttm.financial/m/news/1188013809?lang=&edition=fundamental","pubTime":"2022-11-08 23:35","market":"us","language":"en","title":"Palantir Technologies: Another One In Trouble","url":"https://stock-news.laohu8.com/highlight/detail?id=1188013809","media":"Seeking Alpha","summary":"SummaryPalantir Technologies Inc. beat Q3 estimates and reiterated 2022 revenue guidance.However, Pa","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Palantir Technologies Inc. beat Q3 estimates and reiterated 2022 revenue guidance.</li><li>However, Palantir&#39;s Q4 YoY revenue growth is expected to slow to 16%.</li><li>This seems quite aggressive compared to management&#39;s goal of growing Palantir into a $4.5-billion business by 2025.</li><li>As usual, Palantir profitability remains non-existent thanks to the wildly generous stock-based compensation that dilutes shareholder interest.</li><li>Avoid Palantir stock at all costs.</li></ul><p><b>Palantir Q3 results and Q4 outlook were both in line with expectations</b></p><p>Palantir Technologies Inc. (NYSE:PLTR)reported 3Q22revenue of $478 million (+22% YoY), which beat $474 million consensus, while adjusted operating margin of 17% also compared favorably against 11.7% consensus. In Q3, total contract value increased to $1.3 billion and customer count grew 66% YoY. Despite the slower 23% YoY growth in U.S. government revenue, U.S. commercial revenue grew 53% YoY, while the commercial client base increased 124% YoY to 132 customers. Adjusted free cash flow (AFCF) was $37 million in Q3 for an adjusted FCF margin of 7.7%. Management was proud to highlight that this was the 8th consecutive quarter of positive AFCF.</p><p><img src=\"https://static.tigerbbs.com/151320348f53f214f03305b0df96ffa7\" tg-width=\"873\" tg-height=\"632\" referrerpolicy=\"no-referrer\"/></p><p>ConsensusGuru</p><p>For Q4, management expects revenue of $504 million at the midpoint (+16% YoY) vs. $506 million consensus. This includes a $5 million FX impact, which seems rather minimal compared to most tech companies that derive a substantial portion of revenues from overseas. Palantir&#39;s revenue is largely U.S.-based, hence it is relatively safe from FX headwinds. Q4 adj. operating income is expected to be $79 million at the midpoint, implying an adj. EBIT margin of 15.7% vs. 12.4% consensus.</p><p>While most companies are either reducing outlooks or not providing forward guidance, Palantir actually reiterated its full year 2022 revenue guidance of $1.9 billion, including a small $6 million impact from FX headwinds. On the surface, nothing that Palantir said was out of the ordinary, as Q3 results and Q4 outlook were mostly in-line with expectations.</p><p><b>But why doesn&#39;t the market care?</b></p><p>Shares of Palantir are down 11% despite the company just delivered everything the Street asked for. Why is this happening? The first issue is that investors are uncertain as to how to value the stock given top-line growth is expected to moderate to 16% in Q4 from 22%/26%/31% in Q3/Q2/Q1. Remember that one year ago, Palantir was a company growing its quarterly revenue at well over 40% YoY in an environment where GAAP (growth at any price) was the dominant theme for the investment community. This is no longer the case as the Fed has said many times that rates will stay high until inflation drops to the 2% policy target.</p><p>The recent post-earnings price action (-18%) from another high flyer like Cloudflare, Inc. (NET) has also introduced a spillover effect on many fast-growing yet unprofitable names like Palantir. When earnings are non-existent, there&#39;s really no way of judging the potential price levels at which markets will find valuation support when top-line growth slows down.</p><p>This is where Palantir&#39;s history of zero (or negative) profitability becomes a major problem, as the company has struggled to make money over the past 19 years. While management talked about terms like adjusted operating margin and free cash flow, these figures appear positive only because management wants analysts to add back a list of financial shenanigans. Stock-based compensation (SBC) is the magic number that could make the company &#34;profitable.&#34;</p><p><img src=\"https://static.tigerbbs.com/16e0caa3f6a7da73bf0d90d4b55b7fda\" tg-width=\"640\" tg-height=\"440\" referrerpolicy=\"no-referrer\"/></p><p>Company data</p><p>In the first 9 months of 2022, Palantir&#39;s reported an actual loss from operations of $143 million (-10% EBIT margin) and net loss of over $400 million (-29% net margin). However, if we simply add back the $450 million in stock-based compensation plus the associated payroll taxes, Palantir is suddenly profitable, with an adjusted operating income of $306 million (22% adj. EBIT margin). Evidently, markets are done with this trick, and it doesn&#39;t require much for investors to understand that SBC is arguably the best way to dilute their financial interest in any business.</p><p><b>What to do with the stock?</b></p><p>Avoid Palantir at all costs. I maintain my Sell rating following my last article published in September. This is a structurally unprofitable business that will do investors more harm than good despite how massive the TAM (total addressable market) may be. The company offers mission-critical software for the U.S. government and corporations in the private sector, but at the end of the day, investors are unlikely to get excited if these activities cannot be carried out at a profit. Let&#39;s also not forget that the CEO&#39;s ambition is to reach $4.5 billion in revenue by 2025, implying a 33% CAGR for Palantir in the next 3 years after 2022.</p><p>With Palantir growth decelerating to just 16% in 4Q22 and potential uncertainty in federal spending in 2023, it&#39;ll be a painful process when expectations receive further adjustments to come in line with reality.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir Technologies: Another One In Trouble</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir Technologies: Another One In Trouble\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-08 23:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4554332-palantir-technologies-another-one-in-trouble><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir Technologies Inc. beat Q3 estimates and reiterated 2022 revenue guidance.However, Palantir's Q4 YoY revenue growth is expected to slow to 16%.This seems quite aggressive compared to ...</p>\n\n<a href=\"https://seekingalpha.com/article/4554332-palantir-technologies-another-one-in-trouble\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4554332-palantir-technologies-another-one-in-trouble","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188013809","content_text":"SummaryPalantir Technologies Inc. beat Q3 estimates and reiterated 2022 revenue guidance.However, Palantir's Q4 YoY revenue growth is expected to slow to 16%.This seems quite aggressive compared to management's goal of growing Palantir into a $4.5-billion business by 2025.As usual, Palantir profitability remains non-existent thanks to the wildly generous stock-based compensation that dilutes shareholder interest.Avoid Palantir stock at all costs.Palantir Q3 results and Q4 outlook were both in line with expectationsPalantir Technologies Inc. (NYSE:PLTR)reported 3Q22revenue of $478 million (+22% YoY), which beat $474 million consensus, while adjusted operating margin of 17% also compared favorably against 11.7% consensus. In Q3, total contract value increased to $1.3 billion and customer count grew 66% YoY. Despite the slower 23% YoY growth in U.S. government revenue, U.S. commercial revenue grew 53% YoY, while the commercial client base increased 124% YoY to 132 customers. Adjusted free cash flow (AFCF) was $37 million in Q3 for an adjusted FCF margin of 7.7%. Management was proud to highlight that this was the 8th consecutive quarter of positive AFCF.ConsensusGuruFor Q4, management expects revenue of $504 million at the midpoint (+16% YoY) vs. $506 million consensus. This includes a $5 million FX impact, which seems rather minimal compared to most tech companies that derive a substantial portion of revenues from overseas. Palantir's revenue is largely U.S.-based, hence it is relatively safe from FX headwinds. Q4 adj. operating income is expected to be $79 million at the midpoint, implying an adj. EBIT margin of 15.7% vs. 12.4% consensus.While most companies are either reducing outlooks or not providing forward guidance, Palantir actually reiterated its full year 2022 revenue guidance of $1.9 billion, including a small $6 million impact from FX headwinds. On the surface, nothing that Palantir said was out of the ordinary, as Q3 results and Q4 outlook were mostly in-line with expectations.But why doesn't the market care?Shares of Palantir are down 11% despite the company just delivered everything the Street asked for. Why is this happening? The first issue is that investors are uncertain as to how to value the stock given top-line growth is expected to moderate to 16% in Q4 from 22%/26%/31% in Q3/Q2/Q1. Remember that one year ago, Palantir was a company growing its quarterly revenue at well over 40% YoY in an environment where GAAP (growth at any price) was the dominant theme for the investment community. This is no longer the case as the Fed has said many times that rates will stay high until inflation drops to the 2% policy target.The recent post-earnings price action (-18%) from another high flyer like Cloudflare, Inc. (NET) has also introduced a spillover effect on many fast-growing yet unprofitable names like Palantir. When earnings are non-existent, there's really no way of judging the potential price levels at which markets will find valuation support when top-line growth slows down.This is where Palantir's history of zero (or negative) profitability becomes a major problem, as the company has struggled to make money over the past 19 years. While management talked about terms like adjusted operating margin and free cash flow, these figures appear positive only because management wants analysts to add back a list of financial shenanigans. Stock-based compensation (SBC) is the magic number that could make the company \"profitable.\"Company dataIn the first 9 months of 2022, Palantir's reported an actual loss from operations of $143 million (-10% EBIT margin) and net loss of over $400 million (-29% net margin). However, if we simply add back the $450 million in stock-based compensation plus the associated payroll taxes, Palantir is suddenly profitable, with an adjusted operating income of $306 million (22% adj. EBIT margin). Evidently, markets are done with this trick, and it doesn't require much for investors to understand that SBC is arguably the best way to dilute their financial interest in any business.What to do with the stock?Avoid Palantir at all costs. I maintain my Sell rating following my last article published in September. This is a structurally unprofitable business that will do investors more harm than good despite how massive the TAM (total addressable market) may be. The company offers mission-critical software for the U.S. government and corporations in the private sector, but at the end of the day, investors are unlikely to get excited if these activities cannot be carried out at a profit. Let's also not forget that the CEO's ambition is to reach $4.5 billion in revenue by 2025, implying a 33% CAGR for Palantir in the next 3 years after 2022.With Palantir growth decelerating to just 16% in 4Q22 and potential uncertainty in federal spending in 2023, it'll be a painful process when expectations receive further adjustments to come in line with reality.","news_type":1},"isVote":1,"tweetType":1,"viewCount":168,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9987626811,"gmtCreate":1667895742534,"gmtModify":1676537981221,"author":{"id":"3578825237066036","authorId":"3578825237066036","name":"rayguy","avatar":"https://static.tigerbbs.com/014543af7576ed5edbcbdeffd50f27eb","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3578825237066036","idStr":"3578825237066036"},"themes":[],"htmlText":"Go go go&nbsp;","listText":"Go go go&nbsp;","text":"Go go go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9987626811","repostId":"1147745884","repostType":4,"repost":{"id":"1147745884","pubTimestamp":1667921777,"share":"https://ttm.financial/m/news/1147745884?lang=&edition=fundamental","pubTime":"2022-11-08 23:36","market":"us","language":"en","title":"Midterm Elections: What to Watch in Markets As America Votes","url":"https://stock-news.laohu8.com/highlight/detail?id=1147745884","media":"Seeking Alpha","summary":"It's midterm Election Day in the United States, and while the conventional wisdom has some strong id","content":"<html><head></head><body><p>It&#39;s midterm Election Day in the United States, and while the conventional wisdom has some strong ideas about how it will play out, increasing uncertainty around polling (and a contentious electorate) suggest anything might happen.</p><p>Midterm elections typically go against the party of the president - and if that holds, and Republicans take over even just the House (let alone the currently split Senate), it effectively would mean a sidelining of the vast majority of President Biden&#39;s agenda for the remaining two years in his term.</p><p>That&#39;s not always bad for securities markets (NYSEARCA:SPY), where &#34;gridlock&#34; has often been received by investors as &#34;status quo&#34; - or, more specifically, the lack of any broad or shocking changes on tap that tend to spook investors and spur market declines.</p><p>&#34;History suggests the midterms are a big influence on markets as they always seem to rally once midterms (or presidential elections) are out of the way,&#34; Deutsche Bank&#39;s Jim Reid said. &#34;Our economists&#39; base case is that Republicans will take the House but Democrats will maintain their slim majority in the Senate,&#34; he added.</p><p>For what it&#39;s worth, the world&#39;s richest man Elon Musk is now Twitter&#39;s CEO and sole director, and urged his more than 100 million followers on the service to go GOP: &#34;I recommend voting for a Republican Congress, given that the Presidency is Democratic.&#34;</p><p>While the issues at stake in the election&#39;s various races are numerous - including gun control, abortion and immigration - investors will be focused on a few that have risen to the fore as election season has rumbled on, notably the broader economic slowdown and this year&#39;s historic inflation.</p><p>And while party polarization seems to be at historic highs, when it comes to business and investing, there are areas where the two parties are closer together than others. For example, where the parties agree on infrastructure spending, real estate, construction and utilities could benefit.</p><p>ESG investing (Environmental, Social and Governance) is indirectly on the ballot, as Republicans increasingly tap the issue as a political talking point. If the GOP makes a strong showing, you can expect the pressure on ESG investing to increase. Some of the popular ESG-themed exchange-traded funds: Invesco MSCI Sustainable Future ETF (ERTH), ALPS Clean Energy ETF (ACES), Fidelity Clean Energy ETF (FRNW), KraneShares MSCI China Environment Index (KGRN), Invesco MSCI Green Building ETF (GBLD), iShares S&amp;P Global Clean Energy Index ETF (ICLN), Invesco Solar Portfolio ETF (TAN), Global X Wind Energy ETF (WNDY), CleanTech ETF (CTEC), Global X Solar ETF (RAYS), ProShares S&amp;P Kensho Cleantech ETF (CTEX), First Trust Global Wind Energy ETF (FAN), iShares ESG Aware MSCI USA ETF (ESGU), Vanguard ESG U.S. Stock ETF (ESGV), and the SPDR S&amp;P 500 ESG ETF (EFIV).</p><p>And conversely, the &#34;anti-ESG&#34; fund God Bless America ETF (YALL) launched last month, with a focus on screening out companies it considers activist.</p><p>Still, clean energy subsidies aren&#39;t as contentious as other issues, so it may be unlikely that President Biden&#39;s signature achievement on climate legislation will be unwound. Oil may be another matter: The idea floated by Biden for a windfall tax on Big Oil will be essentially dead if Republicans gain power. (By the by, the U.S. oil rig count has more than doubled during the Biden administration.)</p><p>Technology is another area where the parties have diverged more in recent years, though perhaps more on style: Both parties have argued for more regulation on tech, for different reasons. The Biden administration has been concerned with concentrated power and antitrust action against the tech giants, including Meta Platforms (META), Alphabet (GOOG) (GOOGL) and Amazon.com (AMZN), while Republicans have targeted social media on speech-related issues, and say they won&#39;t back some currently stalled antitrust bills - which could be a boon for those giants currently in the crosshairs.</p><p>Cannabis is on the ballot: Recreational marijuana use is a question in five states(Arkansas, Maryland, Missouri, North Dakota and South Dakota), and outside of Maryland, whether the measures will get adopted is an open question. Watch multistate operators including Cresco Labs (OTCQX: CRLBF); Columbia Care (OTCQX: CCHWF); Trulieve Cannabis (OTCQX: TCNNF); Green Thumb Industries (OTCQX: GTBIF); Curaleaf Holdings (OTCPK: CURLF); MedMen Enterprises (OTCQB: MMNFF); Acreage Holdings (OTCQX: ACRHF); Ayr Wellness (OTCQX: AYRWF); Verano Holdings (OTCQX: VRNOF); and Jushi Holdings (OTCQX: JUSHF), as well as ETFs: AdvisorShares Pure Cannabis ETF (YOLO), Amplify Seymour Cannabis ETF (CNBS), ETFMG Alternative Harvest ETF (MJ), AdvisorShares Pure US Cannabis ETF (MSOS), and Global X Cannabis ETF (POTX).</p><p>And of course, closely following on election night&#39;s news will be Thursday&#39;s CPI report, where new data on inflation might amplify the impact of any Tuesday ballot-related effect on markets.</p><p>One thing important for election observers to remember: It&#39;s extremely unlikely we&#39;ll know the results of every race during election night, as many states with more mail-in ballots will likely need more time or even much more time to count them (particularly in the number of states that disallow counting mail-in votes until Election Day arrives, including Pennsylvania and Wisconsin). And that means even knowing who controls part of Congress might still be in question on Wednesday or beyond.</p><p>Also, control of the extremely close Senate may depend on such factors as automatic recounts, or another Georgia run-off that could delay knowing the answer into December.</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>Midterm Elections: What to Watch in Markets As America Votes</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\">\nMidterm Elections: What to Watch in Markets As America Votes\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-08 23:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3903249-election-day-what-to-watch-in-markets-as-america-votes><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It's midterm Election Day in the United States, and while the conventional wisdom has some strong ideas about how it will play out, increasing uncertainty around polling (and a contentious electorate)...</p>\n\n<a href=\"https://seekingalpha.com/news/3903249-election-day-what-to-watch-in-markets-as-america-votes\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://seekingalpha.com/news/3903249-election-day-what-to-watch-in-markets-as-america-votes","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147745884","content_text":"It's midterm Election Day in the United States, and while the conventional wisdom has some strong ideas about how it will play out, increasing uncertainty around polling (and a contentious electorate) suggest anything might happen.Midterm elections typically go against the party of the president - and if that holds, and Republicans take over even just the House (let alone the currently split Senate), it effectively would mean a sidelining of the vast majority of President Biden's agenda for the remaining two years in his term.That's not always bad for securities markets (NYSEARCA:SPY), where \"gridlock\" has often been received by investors as \"status quo\" - or, more specifically, the lack of any broad or shocking changes on tap that tend to spook investors and spur market declines.\"History suggests the midterms are a big influence on markets as they always seem to rally once midterms (or presidential elections) are out of the way,\" Deutsche Bank's Jim Reid said. \"Our economists' base case is that Republicans will take the House but Democrats will maintain their slim majority in the Senate,\" he added.For what it's worth, the world's richest man Elon Musk is now Twitter's CEO and sole director, and urged his more than 100 million followers on the service to go GOP: \"I recommend voting for a Republican Congress, given that the Presidency is Democratic.\"While the issues at stake in the election's various races are numerous - including gun control, abortion and immigration - investors will be focused on a few that have risen to the fore as election season has rumbled on, notably the broader economic slowdown and this year's historic inflation.And while party polarization seems to be at historic highs, when it comes to business and investing, there are areas where the two parties are closer together than others. For example, where the parties agree on infrastructure spending, real estate, construction and utilities could benefit.ESG investing (Environmental, Social and Governance) is indirectly on the ballot, as Republicans increasingly tap the issue as a political talking point. If the GOP makes a strong showing, you can expect the pressure on ESG investing to increase. Some of the popular ESG-themed exchange-traded funds: Invesco MSCI Sustainable Future ETF (ERTH), ALPS Clean Energy ETF (ACES), Fidelity Clean Energy ETF (FRNW), KraneShares MSCI China Environment Index (KGRN), Invesco MSCI Green Building ETF (GBLD), iShares S&P Global Clean Energy Index ETF (ICLN), Invesco Solar Portfolio ETF (TAN), Global X Wind Energy ETF (WNDY), CleanTech ETF (CTEC), Global X Solar ETF (RAYS), ProShares S&P Kensho Cleantech ETF (CTEX), First Trust Global Wind Energy ETF (FAN), iShares ESG Aware MSCI USA ETF (ESGU), Vanguard ESG U.S. Stock ETF (ESGV), and the SPDR S&P 500 ESG ETF (EFIV).And conversely, the \"anti-ESG\" fund God Bless America ETF (YALL) launched last month, with a focus on screening out companies it considers activist.Still, clean energy subsidies aren't as contentious as other issues, so it may be unlikely that President Biden's signature achievement on climate legislation will be unwound. Oil may be another matter: The idea floated by Biden for a windfall tax on Big Oil will be essentially dead if Republicans gain power. (By the by, the U.S. oil rig count has more than doubled during the Biden administration.)Technology is another area where the parties have diverged more in recent years, though perhaps more on style: Both parties have argued for more regulation on tech, for different reasons. The Biden administration has been concerned with concentrated power and antitrust action against the tech giants, including Meta Platforms (META), Alphabet (GOOG) (GOOGL) and Amazon.com (AMZN), while Republicans have targeted social media on speech-related issues, and say they won't back some currently stalled antitrust bills - which could be a boon for those giants currently in the crosshairs.Cannabis is on the ballot: Recreational marijuana use is a question in five states(Arkansas, Maryland, Missouri, North Dakota and South Dakota), and outside of Maryland, whether the measures will get adopted is an open question. Watch multistate operators including Cresco Labs (OTCQX: CRLBF); Columbia Care (OTCQX: CCHWF); Trulieve Cannabis (OTCQX: TCNNF); Green Thumb Industries (OTCQX: GTBIF); Curaleaf Holdings (OTCPK: CURLF); MedMen Enterprises (OTCQB: MMNFF); Acreage Holdings (OTCQX: ACRHF); Ayr Wellness (OTCQX: AYRWF); Verano Holdings (OTCQX: VRNOF); and Jushi Holdings (OTCQX: JUSHF), as well as ETFs: AdvisorShares Pure Cannabis ETF (YOLO), Amplify Seymour Cannabis ETF (CNBS), ETFMG Alternative Harvest ETF (MJ), AdvisorShares Pure US Cannabis ETF (MSOS), and Global X Cannabis ETF (POTX).And of course, closely following on election night's news will be Thursday's CPI report, where new data on inflation might amplify the impact of any Tuesday ballot-related effect on markets.One thing important for election observers to remember: It's extremely unlikely we'll know the results of every race during election night, as many states with more mail-in ballots will likely need more time or even much more time to count them (particularly in the number of states that disallow counting mail-in votes until Election Day arrives, including Pennsylvania and Wisconsin). And that means even knowing who controls part of Congress might still be in question on Wednesday or beyond.Also, control of the extremely close Senate may depend on such factors as automatic recounts, or another Georgia run-off that could delay knowing the answer into December.","news_type":1},"isVote":1,"tweetType":1,"viewCount":77,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9982255475,"gmtCreate":1667192590497,"gmtModify":1676537874752,"author":{"id":"3578825237066036","authorId":"3578825237066036","name":"rayguy","avatar":"https://static.tigerbbs.com/014543af7576ed5edbcbdeffd50f27eb","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3578825237066036","idStr":"3578825237066036"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9982255475","repostId":"2279381784","repostType":2,"repost":{"id":"2279381784","pubTimestamp":1667186444,"share":"https://ttm.financial/m/news/2279381784?lang=&edition=fundamental","pubTime":"2022-10-31 11:20","market":"us","language":"en","title":"5 Top Stocks for November","url":"https://stock-news.laohu8.com/highlight/detail?id=2279381784","media":"Motley Fool","summary":"A dynamic blend of growth, value, and dividend stocks worth considering now.","content":"<html><head></head><body><p>One of the greatest challenges of being a long-term investor is enduring market cycles. It can be downright perplexing to see individual stocks and sectors go from in favor to out of favor on a whim. But steep sell-offs and volatility can present impeccable buying opportunities for patient investors.</p><p>As a recent example, note that in 2020 the three worst-performing sectors in the <b>S&amp;P 500</b> were energy, real estate, and financials. The reverse was true the following year, as energy, real estate, and financials were, in order, the three best-performing sectors of 2021. While investors shouldn&#39;t expect these kinds of rapid reversals over the short term, it&#39;s worth noting that sharp price movements aren&#39;t always grounded in fundamentals and can have nothing to do with a core investment thesis.</p><p>Bear markets have historically presented impeccable buying opportunities -- but only for companies that have what it takes to overcome obstacles and grow over the long term. Here&#39;s why <b>Microsoft</b> (MSFT 4.02%), <b>Ford Motor Company </b>(F 2.00%), <b>The Trade Desk</b> (TTD -0.09%), <b>Vertex Pharmaceuticals</b> (VRTX 9.03%), and <b>Procter &amp; Gamble</b> (PG 2.53%) stand out as five compelling buys now.</p><p><img src=\"https://static.tigerbbs.com/721959ea517f07b0a10b3ff173760069\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Image source: Getty Images.</p><h2>Indispensable software products and cloud services</h2><p><b>Trevor Jennewine (Microsoft):</b> Microsoft saw its share price tumble more than 7% following its earnings report for the first fiscal quarter (ended Sept. 30, 2022). Revenue rose 11% to $50.1 billion, a big deceleration from 22% growth last year, and earnings fell 13% to $2.35 per diluted share. Worse yet, guidance came in short of Wall Street&#39;s expectations, as CFO Amy Hood said weak PC demand would persist into the second quarter, negatively impacting revenue from Windows and Surface devices. Hood also said ad spend on LinkedIn and Bing Search would likely suffer too.</p><p>However, things aren&#39;t as bad as they seem. Revenue actually climbed 16% when unfavorable foreign exchange rates are stripped out, and earnings climbed 11% when adjusted for a one-time tax benefit last year. Additionally, temporary economic headwinds may put pressure on Microsoft in the near term, but they leave the long-term investment thesis unchanged. That means short-sighted shareholders who sold the stock have created a buying opportunity for patient investors.</p><p>The bull case for Microsoft is straightforward. The company offers a range of mission-critical software and cloud services, and it has achieved a strong presence in several end markets. Most notably, Microsoft 365 brings together industry-leading tools like Office 365 for productivity, Power BI for business analytics, and Teams for communication and collaboration.</p><p>Microsoft is also a strong contender in several cybersecurity verticals -- access management, endpoint protection, security information, and event management -- and its security customer count jumped 33% to 860,000 in the most recent quarter. That puts Microsoft in front of a large growth opportunity, as the cybersecurity software market is expected to increase at 12% per year through the end of the decade, reaching $500 billion by 2030, according to Grand View Research.</p><p>Finally, Microsoft Azure is the second-largest cloud services provider. It trails <b>Amazon</b> Web Services by a wide margin, but it has twice as much market share as the third-place contender, <b>Alphabet</b>&#39;s Google Cloud. That bodes well for the future. Grand View Research estimates that cloud computing spend will grow at about 16% annually to approach $1.6 trillion by 2030.</p><p>Currently, Microsoft&#39;s share price sits 32% off its high, marking its greatest drop in the last decade. That&#39;s why this stock is worth buying in November.</p><h2>This long-term growth story is intact</h2><p><b>Neha Chamaria</b> <b>(Ford):</b> With Ford shares losing more than one-third of their value in 2022 so far, investors were pinning hopes on the auto giant&#39;s third-quarter numbers for some respite. Unfortunately, Ford reported a huge net loss for the quarter and trimmed its forecast for adjusted earnings before interest and tax (EBIT) for the full year.</p><p>Yet, Ford just made a smart business move, and while that may have driven its Q3 losses higher, it shows how management is focused on high-growth areas even if it means making some tough decisions. Also, it&#39;s not that Ford isn&#39;t growing at all, which is why you&#39;d want to give Ford stock a serious look while the market harps on near-term blips.</p><p>Ford is facing a problem with supply, not demand. At the end of September, Ford had nearly 40,000 vehicles in inventory that couldn&#39;t be sold because of a shortage of parts. Yet it still grew its revenue by 10% year over year in Q3 on robust demand and expects supply challenges to ease in the coming quarters. In fact, Ford expects its wholesale shipments -- or units sold primarily to dealers -- to rise 10% in 2022. Also, Ford&#39;s adjusted EBIT guidance of $11.5 billion for the full year still translates into nearly 15% growth over 2021.</p><p>In short, Ford may not be growing as fast as investors want it to, but it is growing at a decent pace despite the macroeconomic headwinds. Ford&#39;s electric vehicle (EV) sales are booming as well -- they tripled year over year in the month of September, with its F-150 Lightning pickup truck selling like hotcakes. And to double down on viable autonomous technologies, Ford will now build Level 2 and Level 3 self-driving technologies internally even as it announced plans to shut down Argo AI. It looks like a prudent move as Argo AI was focused on Level 4 technology, and so far, fully self-driven technology has proven to be more difficult than expected to develop and commercialize.</p><p>A big write-off on its Argo AI investment may have hit Ford&#39;s bottom line in Q3, but that shouldn&#39;t detract you from the steady growth in Ford&#39;s shipments, EV sales, and cash flows. Not to mention its growth plans.</p><h2>Booming business amid a sectorwide slowdown</h2><p><b>Anders Bylund (The Trade Desk):</b> I love to buy shares of excellent companies while they are cheap. That&#39;s a key ingredient in the classic investing mantra to &#34;buy low, sell high.&#34; It&#39;s even better when the company&#39;s business is booming, even though Wall Street tossed the stock in the bargain bin due to a systemic weakness in the relevant sector. A mismatch between expected weakness and robust results sets the stage for wealth-building returns in the long run.</p><p>That&#39;s exactly what I see in The Trade Desk right now. The stock trades roughly 40% lower year to date as investors wrestle with widely reported slowdowns in online advertising sales. The market reaction makes sense at a glance, since The Trade Desk makes its money by running automated digital ad campaigns on behalf of other companies.</p><p>However, The Trade Desk&#39;s business is firing on every available cylinder. Sales increased by 35% in the second quarter, compared to the year-ago period. Revenue, free cash flows, and cash reserves are skyrocketing, often leaving analyst estimates in the dust:</p><p><img src=\"https://static.tigerbbs.com/15983a818c72388d864adac89e6e0e73\" tg-width=\"1015\" tg-height=\"727\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>TTD Free Cash Flow data by YCharts</p><p>The secret to The Trade Desk&#39;s success in a weak market is simple. Penny-pinching marketing campaign managers want to make the most of every ad-budget nickel in these challenging times. That&#39;s what The Trade Desk does best, adding data-driven value to its clients&#39; advertising efforts.</p><p>The company is set to report third-quarter results on Nov. 7. These reports don&#39;t always send share prices skyward, even when The Trade Desk presents impressive surprises on the top and bottom lines. Still, we are most likely about to get our hands on yet another piece of evidence that this company can thrive in a difficult market. Whether you buy The Trade Desk now at a deeper discount or wait for cold, hard financial gains in the earnings report, early November looks like a great time to pick up a few shares.</p><p>Rising from today&#39;s modest starting price, this stock can make you plenty of money in the long run.</p><h2>A winner with even better days ahead</h2><p><b>Keith Speights (Vertex Pharmaceuticals):</b> As 2022 winds down, the odds of the U.S. entering a recession appear to be increasing. Many, if not most, stocks will probably decline during an economic downturn. However, Vertex Pharmaceuticals is an exception. It&#39;s the kind of stock that&#39;s likely to thrive in a recession.</p><p>Vertex is certainly defying the bear market right now. The biotech stock has soared more than 40% year to date. I think this winner has even better days ahead.</p><p>All Vertex needs to do to continue growing its revenue and earnings is snag additional reimbursement deals and regulatory approvals for its existing cystic fibrosis (CF) drugs. That shouldn&#39;t be very difficult, in my view.</p><p>The company and its partner, <b>CRISPR Therapeutics</b>, hope to soon file for regulatory approvals of exa-cel in treating rare blood disorders beta-thalassemia and sickle cell disease. I think the prospects for Vertex to have another future blockbuster in its lineup with the gene-editing therapy look bright.</p><p>Vertex&#39;s pipeline also features three other promising late-stage programs. It could have yet another powerful CF therapy with the triple combination of VX-121/tezacaftor/VX-561. Non-opioid pain drug VX-548 has tremendous potential. Inaxaplin (VX-147) could be an effective treatment for APOL1-mediated kidney disease, an indication with a larger patient population than CF.</p><p>A recession wouldn&#39;t cause Vertex&#39;s CF therapy sales to decline. Neither would macroeconomic issues impact the company&#39;s drug development programs. With the signs pointing toward the economy potentially heading south, I think Vertex is an ideal stock to buy in November to weather the storm.</p><h2>Procter &amp; Gamble&#39;s consistency is unrivaled</h2><p><b>Daniel Foelber (Procter &amp; Gamble):</b> Currency weakness and inflation are taking a sledgehammer to the performance of U.S.-based companies -- particularly conglomerates with international exposure. Procter &amp; Gamble (P&amp;G) generates just over half of its sales from outside North America. A strong dollar means that international sales are effectively discounted relative to domestic sales, which impacts profitability.</p><p>In its Q1 fiscal 2023 presentation, P&amp;G forecasted a staggering $3.9 billion in full-year fiscal 2023 headwinds due to inflation, commodity, and currency-related factors. The $3.9 billion translates to an earnings per share (EPS) headwind of $1.57, or 27% of its full-year forecast.</p><p>Despite this challenge, P&amp;G is still forecasting flat to 4% core EPS growth in fiscal 2023, which is incredibly impressive given the impact of the headwinds discussed. P&amp;G plans to distribute $9 billion in dividends in fiscal 2023 and will likely raise its dividend for the 67th consecutive year. However, it&#39;s buying back less stock, with direct share repurchases at an estimated $6 billion to $8 billion compared to $10 billion in fiscal 2022.</p><p>P&amp;G&#39;s consistency deserves a premium valuation, no matter the market cycle. Even in the face of challenges, the company generates ample free cash flow to support a growing dividend and buybacks. After all, free cash flow used on dividends and buybacks is effectively cash that the company doesn&#39;t need to run the core business. Investors would be hard-pressed to find a company that is better insulated from economic headwinds than Procter &amp; Gamble. Its 22.9 price-to-earnings ratio isn&#39;t all that inexpensive relative to the rest of the market. But the quality of its dividend (yielding 2.8%) makes P&amp;G one of the most reliable ways to generate passive income.</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 Top Stocks for November</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 Top Stocks for November\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-31 11:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/10/30/5-top-stocks-for-november/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>One of the greatest challenges of being a long-term investor is enduring market cycles. It can be downright perplexing to see individual stocks and sectors go from in favor to out of favor on a whim. ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/10/30/5-top-stocks-for-november/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","SGXZ31699556.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"C\" (SGDHDG) ACC","SG9999015341.SGD":"United Income Focus Trust Acc SGD-H","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","BK4528":"SaaS概念","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","BK4516":"特朗普概念","BK4023":"应用软件","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","SG9999017495.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"B\" (SGD) ACC","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","BK4018":"居家用品","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","SG9999018865.SGD":"United Global Quality Growth Fd Cl Dist SGD-H","SG9999014914.USD":"UNITED GLOBAL QUALITY GROWTH (USDHDG) INC","BK4576":"AR","GOOG":"谷歌","LU0238689110.USD":"贝莱德环球动力股票基金","SG9999014575.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USDHDG) INC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","BK4566":"资本集团","BK4558":"双十一","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","SG9999001077.SGD":"United International Growth Fund SGD","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","BK4535":"淡马锡持仓","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4577":"网络游戏","LU0056508442.USD":"贝莱德世界科技基金A2","BK4559":"巴菲特持仓","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","BK4550":"红杉资本持仓","F":"福特汽车","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","BK4574":"无人驾驶","PG":"宝洁","BK4097":"系统软件","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","SG9999014567.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USD) ACC","SG9999018857.SGD":"United Global Quality Growth Fd Cl Acc SGD-H","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD","LU0861579265.USD":"联博低波幅策略股票基金A","CF":"CF工业"},"source_url":"https://www.fool.com/investing/2022/10/30/5-top-stocks-for-november/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2279381784","content_text":"One of the greatest challenges of being a long-term investor is enduring market cycles. It can be downright perplexing to see individual stocks and sectors go from in favor to out of favor on a whim. But steep sell-offs and volatility can present impeccable buying opportunities for patient investors.As a recent example, note that in 2020 the three worst-performing sectors in the S&P 500 were energy, real estate, and financials. The reverse was true the following year, as energy, real estate, and financials were, in order, the three best-performing sectors of 2021. While investors shouldn't expect these kinds of rapid reversals over the short term, it's worth noting that sharp price movements aren't always grounded in fundamentals and can have nothing to do with a core investment thesis.Bear markets have historically presented impeccable buying opportunities -- but only for companies that have what it takes to overcome obstacles and grow over the long term. Here's why Microsoft (MSFT 4.02%), Ford Motor Company (F 2.00%), The Trade Desk (TTD -0.09%), Vertex Pharmaceuticals (VRTX 9.03%), and Procter & Gamble (PG 2.53%) stand out as five compelling buys now.Image source: Getty Images.Indispensable software products and cloud servicesTrevor Jennewine (Microsoft): Microsoft saw its share price tumble more than 7% following its earnings report for the first fiscal quarter (ended Sept. 30, 2022). Revenue rose 11% to $50.1 billion, a big deceleration from 22% growth last year, and earnings fell 13% to $2.35 per diluted share. Worse yet, guidance came in short of Wall Street's expectations, as CFO Amy Hood said weak PC demand would persist into the second quarter, negatively impacting revenue from Windows and Surface devices. Hood also said ad spend on LinkedIn and Bing Search would likely suffer too.However, things aren't as bad as they seem. Revenue actually climbed 16% when unfavorable foreign exchange rates are stripped out, and earnings climbed 11% when adjusted for a one-time tax benefit last year. Additionally, temporary economic headwinds may put pressure on Microsoft in the near term, but they leave the long-term investment thesis unchanged. That means short-sighted shareholders who sold the stock have created a buying opportunity for patient investors.The bull case for Microsoft is straightforward. The company offers a range of mission-critical software and cloud services, and it has achieved a strong presence in several end markets. Most notably, Microsoft 365 brings together industry-leading tools like Office 365 for productivity, Power BI for business analytics, and Teams for communication and collaboration.Microsoft is also a strong contender in several cybersecurity verticals -- access management, endpoint protection, security information, and event management -- and its security customer count jumped 33% to 860,000 in the most recent quarter. That puts Microsoft in front of a large growth opportunity, as the cybersecurity software market is expected to increase at 12% per year through the end of the decade, reaching $500 billion by 2030, according to Grand View Research.Finally, Microsoft Azure is the second-largest cloud services provider. It trails Amazon Web Services by a wide margin, but it has twice as much market share as the third-place contender, Alphabet's Google Cloud. That bodes well for the future. Grand View Research estimates that cloud computing spend will grow at about 16% annually to approach $1.6 trillion by 2030.Currently, Microsoft's share price sits 32% off its high, marking its greatest drop in the last decade. That's why this stock is worth buying in November.This long-term growth story is intactNeha Chamaria (Ford): With Ford shares losing more than one-third of their value in 2022 so far, investors were pinning hopes on the auto giant's third-quarter numbers for some respite. Unfortunately, Ford reported a huge net loss for the quarter and trimmed its forecast for adjusted earnings before interest and tax (EBIT) for the full year.Yet, Ford just made a smart business move, and while that may have driven its Q3 losses higher, it shows how management is focused on high-growth areas even if it means making some tough decisions. Also, it's not that Ford isn't growing at all, which is why you'd want to give Ford stock a serious look while the market harps on near-term blips.Ford is facing a problem with supply, not demand. At the end of September, Ford had nearly 40,000 vehicles in inventory that couldn't be sold because of a shortage of parts. Yet it still grew its revenue by 10% year over year in Q3 on robust demand and expects supply challenges to ease in the coming quarters. In fact, Ford expects its wholesale shipments -- or units sold primarily to dealers -- to rise 10% in 2022. Also, Ford's adjusted EBIT guidance of $11.5 billion for the full year still translates into nearly 15% growth over 2021.In short, Ford may not be growing as fast as investors want it to, but it is growing at a decent pace despite the macroeconomic headwinds. Ford's electric vehicle (EV) sales are booming as well -- they tripled year over year in the month of September, with its F-150 Lightning pickup truck selling like hotcakes. And to double down on viable autonomous technologies, Ford will now build Level 2 and Level 3 self-driving technologies internally even as it announced plans to shut down Argo AI. It looks like a prudent move as Argo AI was focused on Level 4 technology, and so far, fully self-driven technology has proven to be more difficult than expected to develop and commercialize.A big write-off on its Argo AI investment may have hit Ford's bottom line in Q3, but that shouldn't detract you from the steady growth in Ford's shipments, EV sales, and cash flows. Not to mention its growth plans.Booming business amid a sectorwide slowdownAnders Bylund (The Trade Desk): I love to buy shares of excellent companies while they are cheap. That's a key ingredient in the classic investing mantra to \"buy low, sell high.\" It's even better when the company's business is booming, even though Wall Street tossed the stock in the bargain bin due to a systemic weakness in the relevant sector. A mismatch between expected weakness and robust results sets the stage for wealth-building returns in the long run.That's exactly what I see in The Trade Desk right now. The stock trades roughly 40% lower year to date as investors wrestle with widely reported slowdowns in online advertising sales. The market reaction makes sense at a glance, since The Trade Desk makes its money by running automated digital ad campaigns on behalf of other companies.However, The Trade Desk's business is firing on every available cylinder. Sales increased by 35% in the second quarter, compared to the year-ago period. Revenue, free cash flows, and cash reserves are skyrocketing, often leaving analyst estimates in the dust:TTD Free Cash Flow data by YChartsThe secret to The Trade Desk's success in a weak market is simple. Penny-pinching marketing campaign managers want to make the most of every ad-budget nickel in these challenging times. That's what The Trade Desk does best, adding data-driven value to its clients' advertising efforts.The company is set to report third-quarter results on Nov. 7. These reports don't always send share prices skyward, even when The Trade Desk presents impressive surprises on the top and bottom lines. Still, we are most likely about to get our hands on yet another piece of evidence that this company can thrive in a difficult market. Whether you buy The Trade Desk now at a deeper discount or wait for cold, hard financial gains in the earnings report, early November looks like a great time to pick up a few shares.Rising from today's modest starting price, this stock can make you plenty of money in the long run.A winner with even better days aheadKeith Speights (Vertex Pharmaceuticals): As 2022 winds down, the odds of the U.S. entering a recession appear to be increasing. Many, if not most, stocks will probably decline during an economic downturn. However, Vertex Pharmaceuticals is an exception. It's the kind of stock that's likely to thrive in a recession.Vertex is certainly defying the bear market right now. The biotech stock has soared more than 40% year to date. I think this winner has even better days ahead.All Vertex needs to do to continue growing its revenue and earnings is snag additional reimbursement deals and regulatory approvals for its existing cystic fibrosis (CF) drugs. That shouldn't be very difficult, in my view.The company and its partner, CRISPR Therapeutics, hope to soon file for regulatory approvals of exa-cel in treating rare blood disorders beta-thalassemia and sickle cell disease. I think the prospects for Vertex to have another future blockbuster in its lineup with the gene-editing therapy look bright.Vertex's pipeline also features three other promising late-stage programs. It could have yet another powerful CF therapy with the triple combination of VX-121/tezacaftor/VX-561. Non-opioid pain drug VX-548 has tremendous potential. Inaxaplin (VX-147) could be an effective treatment for APOL1-mediated kidney disease, an indication with a larger patient population than CF.A recession wouldn't cause Vertex's CF therapy sales to decline. Neither would macroeconomic issues impact the company's drug development programs. With the signs pointing toward the economy potentially heading south, I think Vertex is an ideal stock to buy in November to weather the storm.Procter & Gamble's consistency is unrivaledDaniel Foelber (Procter & Gamble): Currency weakness and inflation are taking a sledgehammer to the performance of U.S.-based companies -- particularly conglomerates with international exposure. Procter & Gamble (P&G) generates just over half of its sales from outside North America. A strong dollar means that international sales are effectively discounted relative to domestic sales, which impacts profitability.In its Q1 fiscal 2023 presentation, P&G forecasted a staggering $3.9 billion in full-year fiscal 2023 headwinds due to inflation, commodity, and currency-related factors. The $3.9 billion translates to an earnings per share (EPS) headwind of $1.57, or 27% of its full-year forecast.Despite this challenge, P&G is still forecasting flat to 4% core EPS growth in fiscal 2023, which is incredibly impressive given the impact of the headwinds discussed. P&G plans to distribute $9 billion in dividends in fiscal 2023 and will likely raise its dividend for the 67th consecutive year. However, it's buying back less stock, with direct share repurchases at an estimated $6 billion to $8 billion compared to $10 billion in fiscal 2022.P&G's consistency deserves a premium valuation, no matter the market cycle. Even in the face of challenges, the company generates ample free cash flow to support a growing dividend and buybacks. After all, free cash flow used on dividends and buybacks is effectively cash that the company doesn't need to run the core business. Investors would be hard-pressed to find a company that is better insulated from economic headwinds than Procter & Gamble. Its 22.9 price-to-earnings ratio isn't all that inexpensive relative to the rest of the market. But the quality of its dividend (yielding 2.8%) makes P&G one of the most reliable ways to generate passive income.","news_type":1},"isVote":1,"tweetType":1,"viewCount":148,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9980695135,"gmtCreate":1665711534128,"gmtModify":1676537653114,"author":{"id":"3578825237066036","authorId":"3578825237066036","name":"rayguy","avatar":"https://static.tigerbbs.com/014543af7576ed5edbcbdeffd50f27eb","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3578825237066036","idStr":"3578825237066036"},"themes":[],"htmlText":"nice","listText":"nice","text":"nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9980695135","repostId":"9917420609","repostType":1,"repost":{"id":9917420609,"gmtCreate":1665567897301,"gmtModify":1676537628826,"author":{"id":"4117019249845262","authorId":"4117019249845262","name":"PortfolioHub","avatar":"https://community-static.tradeup.com/news/cf76d90ff16225a39ec63efe71cec9db","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4117019249845262","idStr":"4117019249845262"},"themes":[],"title":"4 Top Investing Principles To Guide Your Decisions As A Beginner","htmlText":"What should I look out for before investing my money into stocks or other financial instruments?Photo bySortteronUnsplashThe stock market has always fascinated investors. Whether they want to invest their savings for retirement or simply earn some extra income, the stock market offers them a variety of options.There are four basic principles that every investor should follow before entering the stock market. It’s important to keep in mind and include diversification, risk management, value investing and time horizon.What is investing?Investing is buying securities like stocks and bonds. You buy shares of companies you believe will do well financially. When those companies perform well, you make money. When they don’t, you lose money.Buying individual shares can be is time consuming and inv","listText":"What should I look out for before investing my money into stocks or other financial instruments?Photo bySortteronUnsplashThe stock market has always fascinated investors. Whether they want to invest their savings for retirement or simply earn some extra income, the stock market offers them a variety of options.There are four basic principles that every investor should follow before entering the stock market. It’s important to keep in mind and include diversification, risk management, value investing and time horizon.What is investing?Investing is buying securities like stocks and bonds. You buy shares of companies you believe will do well financially. When those companies perform well, you make money. When they don’t, you lose money.Buying individual shares can be is time consuming and inv","text":"What should I look out for before investing my money into stocks or other financial instruments?Photo bySortteronUnsplashThe stock market has always fascinated investors. Whether they want to invest their savings for retirement or simply earn some extra income, the stock market offers them a variety of options.There are four basic principles that every investor should follow before entering the stock market. It’s important to keep in mind and include diversification, risk management, value investing and time horizon.What is investing?Investing is buying securities like stocks and bonds. You buy shares of companies you believe will do well financially. When those companies perform well, you make money. When they don’t, you lose money.Buying individual shares can be is time consuming and inv","images":[{"img":"https://community-static.tradeup.com/news/9f050fa67e27e6c4206f2973b0279b26","width":"-1","height":"-1"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9917420609","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":108,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9917540131,"gmtCreate":1665547368623,"gmtModify":1676537625492,"author":{"id":"3578825237066036","authorId":"3578825237066036","name":"rayguy","avatar":"https://static.tigerbbs.com/014543af7576ed5edbcbdeffd50f27eb","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3578825237066036","idStr":"3578825237066036"},"themes":[],"htmlText":"Come on NIO","listText":"Come on NIO","text":"Come on NIO","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9917540131","repostId":"1142393050","repostType":4,"repost":{"id":"1142393050","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":1665545393,"share":"https://ttm.financial/m/news/1142393050?lang=&edition=fundamental","pubTime":"2022-10-12 11:29","market":"hk","language":"en","title":"Alibaba, Nio Fall Over 4%: Hang Seng Hits 11-Year Low As Focus Turns To US Inflation Data","url":"https://stock-news.laohu8.com/highlight/detail?id=1142393050","media":"Benzinga","summary":"KEY POINTSShares of Alibaba, Meituan, Nio and Baidu lose over 4% in morning trade.New bank lending i","content":"<html><head></head><body><h2>KEY POINTS</h2><ul><li>Shares of Alibaba, Meituan, Nio and Baidu lose over 4% in morning trade.</li><li>New bank lending in China almost doubled in September compared to the previous month.</li><li>The cost of insuring exposure to China&#39;s sovereign debt surged to its highest level since January 2017 on Tuesday.</li></ul><p>Hong Kong markets opened in the red on Wednesday, with the benchmark Hang Seng losing 2%, as investors await U.S. inflation data for September due later this week. The Hang Seng is trading at its lowest level since October 2011.<img src=\"https://static.tigerbbs.com/812d35c1059363bac3b494fdde22e742\" tg-width=\"436\" tg-height=\"487\" referrerpolicy=\"no-referrer\"/>Shares of Alibaba, Meituan, Nio and Baidu lost over 4% in morning trade.</p><p><b>Macro News</b>: New bank lending in China almost doubled in September compared to the previous month and far exceeded expectations following the <b>PBoC’s</b> actions, reported Reuters.</p><p>The cost of insuring exposure to China&#39;s sovereign debt surged to its highest level since January 2017 on Tuesday, Reuters reported, citing data from <b>S&amp;P Global Market Intelligence</b>.</p><p><b>Company News</b>: <b>Warren Buffett</b>-backed <b>BYD Co</b> launched its first passenger car in India, an electric SUV, on Tuesday.</p><p><b>XPeng</b> completed its first overseas public flight of the <b>X2</b> flying car, and is set to reveal key results of the next-generation product in two weeks, CnEVPost reported.</p><p><b>Global News</b>: U.S. futures traded in the green on Wednesday morning Asia session. Dow Jones futures were up 0.04%, while Nasdaq futures gained 0.1%. S&amp;P 500 futures were up 0.07%.</p><p>Elsewhere in Asia, Australia’s ASX 200 was up 0.08%. Japan’s Nikkei 225 lost 0.17%, while China’s Shanghai Composite index was down 0.75%. South Korea’s Kospi was down 0.4%.</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>Alibaba, Nio Fall Over 4%: Hang Seng Hits 11-Year Low As Focus Turns To US Inflation Data</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba, Nio Fall Over 4%: Hang Seng Hits 11-Year Low As Focus Turns To US Inflation Data\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\">2022-10-12 11:29</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><h2>KEY POINTS</h2><ul><li>Shares of Alibaba, Meituan, Nio and Baidu lose over 4% in morning trade.</li><li>New bank lending in China almost doubled in September compared to the previous month.</li><li>The cost of insuring exposure to China&#39;s sovereign debt surged to its highest level since January 2017 on Tuesday.</li></ul><p>Hong Kong markets opened in the red on Wednesday, with the benchmark Hang Seng losing 2%, as investors await U.S. inflation data for September due later this week. The Hang Seng is trading at its lowest level since October 2011.<img src=\"https://static.tigerbbs.com/812d35c1059363bac3b494fdde22e742\" tg-width=\"436\" tg-height=\"487\" referrerpolicy=\"no-referrer\"/>Shares of Alibaba, Meituan, Nio and Baidu lost over 4% in morning trade.</p><p><b>Macro News</b>: New bank lending in China almost doubled in September compared to the previous month and far exceeded expectations following the <b>PBoC’s</b> actions, reported Reuters.</p><p>The cost of insuring exposure to China&#39;s sovereign debt surged to its highest level since January 2017 on Tuesday, Reuters reported, citing data from <b>S&amp;P Global Market Intelligence</b>.</p><p><b>Company News</b>: <b>Warren Buffett</b>-backed <b>BYD Co</b> launched its first passenger car in India, an electric SUV, on Tuesday.</p><p><b>XPeng</b> completed its first overseas public flight of the <b>X2</b> flying car, and is set to reveal key results of the next-generation product in two weeks, CnEVPost reported.</p><p><b>Global News</b>: U.S. futures traded in the green on Wednesday morning Asia session. Dow Jones futures were up 0.04%, while Nasdaq futures gained 0.1%. S&amp;P 500 futures were up 0.07%.</p><p>Elsewhere in Asia, Australia’s ASX 200 was up 0.08%. Japan’s Nikkei 225 lost 0.17%, while China’s Shanghai Composite index was down 0.75%. South Korea’s Kospi was down 0.4%.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴","09866":"蔚来-SW","NIO.SI":"蔚来"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142393050","content_text":"KEY POINTSShares of Alibaba, Meituan, Nio and Baidu lose over 4% in morning trade.New bank lending in China almost doubled in September compared to the previous month.The cost of insuring exposure to China's sovereign debt surged to its highest level since January 2017 on Tuesday.Hong Kong markets opened in the red on Wednesday, with the benchmark Hang Seng losing 2%, as investors await U.S. inflation data for September due later this week. The Hang Seng is trading at its lowest level since October 2011.Shares of Alibaba, Meituan, Nio and Baidu lost over 4% in morning trade.Macro News: New bank lending in China almost doubled in September compared to the previous month and far exceeded expectations following the PBoC’s actions, reported Reuters.The cost of insuring exposure to China's sovereign debt surged to its highest level since January 2017 on Tuesday, Reuters reported, citing data from S&P Global Market Intelligence.Company News: Warren Buffett-backed BYD Co launched its first passenger car in India, an electric SUV, on Tuesday.XPeng completed its first overseas public flight of the X2 flying car, and is set to reveal key results of the next-generation product in two weeks, CnEVPost reported.Global News: U.S. futures traded in the green on Wednesday morning Asia session. Dow Jones futures were up 0.04%, while Nasdaq futures gained 0.1%. S&P 500 futures were up 0.07%.Elsewhere in Asia, Australia’s ASX 200 was up 0.08%. Japan’s Nikkei 225 lost 0.17%, while China’s Shanghai Composite index was down 0.75%. South Korea’s Kospi was down 0.4%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":118,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9914754270,"gmtCreate":1665371474991,"gmtModify":1676537594505,"author":{"id":"3578825237066036","authorId":"3578825237066036","name":"rayguy","avatar":"https://static.tigerbbs.com/014543af7576ed5edbcbdeffd50f27eb","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3578825237066036","idStr":"3578825237066036"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9914754270","repostId":"1177052397","repostType":4,"repost":{"id":"1177052397","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":1665370339,"share":"https://ttm.financial/m/news/1177052397?lang=&edition=fundamental","pubTime":"2022-10-10 10:52","market":"hk","language":"en","title":"Alibaba, Nio Shed Over 3%: Why Hong Kong Shares Are Sliding Today","url":"https://stock-news.laohu8.com/highlight/detail?id=1177052397","media":"Benzinga","summary":"KEY POINTSShares of Alibaba fell over 3% while Xpeng and Li Auto shares shed over 5%.Benchmark Hang ","content":"<html><head></head><body><h2>KEY POINTS</h2><ul><li>Shares of Alibaba fell over 3% while Xpeng and Li Auto shares shed over 5%.</li><li>Benchmark Hang Seng fell over 2% in morning trade.</li><li>China is witnessing a rebound in Covid-19 cases after the week-long National Day holiday.</li></ul><p>Hong Kong stocks opened in the red on Monday after major Wall Street indices closed over 2% lower on Friday, following upbeat jobs data that could potentially pave the path for the U.S. <b>Federal Reserve</b> to continue on its aggressive rate hike path.</p><p><img src=\"https://static.tigerbbs.com/b221b34347760d744de2542dcaac04f9\" tg-width=\"440\" tg-height=\"479\" referrerpolicy=\"no-referrer\"/>ANZ Research said in a note that while the unemployment drop was partially driven by a small fall in the labor force participation rate (to 62.3% from 62.4%), it was still a very solid report. “The data are a headache for the Fed, who have already delivered three consecutive 75bp rate hikes as it acts to get ahead of the surge in underlying inflation pressures,” it said.</p><p>The benchmark Hang Seng fell over 2% in morning trade. Shares of Alibaba fell over 3%, while Xpeng and Li Auto shares shed over 6%.</p><p><b>Macro News</b>: New home sales by floor area dropped 37.7% year-on-year over the week-long National Day holiday in China according to a private survey, as tough pandemic restrictions further hit fragile demand,reported Reuters.</p><p><b>Company News</b>: EV-maker <b>Tesla Inc</b> sold 83,135 China-made vehicles wholesale in September, breaking its monthly sales record in China,reportedReuters, citing the China Passenger Car Association (CPCA).</p><p>Food delivery giant <b>Meituan</b> is considering an expansion into Hong Kong and international markets as domestic growth slows,reported Bloomberg.</p><p><b>Top Gainers and Losers</b>: <b>Li Ning Company Ltd</b> and <b>Meituan</b> are the top losers among Hang Seng constituents having shed over 6% and 5% respectively. <b>WuXi Biologics (Cayman) Inc.</b> and <b>CNOOC Limited</b> were the only gainers having risen over 4% and 0.17% respectively.</p><p><b>Global News</b>: U.S. futures traded lower on Monday morning Asia session. Dow Jones futures were down 0.35% while Nasdaq futures lost 0.39%. The S&amp;P 500 futures were down 0.36%.</p><p>Elsewhere in Asia, Australia’s ASX 200 was down 1.5%. China’s Shanghai Composite index was up 0.05%. Japanese and South Korean markets remained closed on Monday.</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>Alibaba, Nio Shed Over 3%: Why Hong Kong Shares Are Sliding Today</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba, Nio Shed Over 3%: Why Hong Kong Shares Are Sliding Today\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\">2022-10-10 10:52</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><h2>KEY POINTS</h2><ul><li>Shares of Alibaba fell over 3% while Xpeng and Li Auto shares shed over 5%.</li><li>Benchmark Hang Seng fell over 2% in morning trade.</li><li>China is witnessing a rebound in Covid-19 cases after the week-long National Day holiday.</li></ul><p>Hong Kong stocks opened in the red on Monday after major Wall Street indices closed over 2% lower on Friday, following upbeat jobs data that could potentially pave the path for the U.S. <b>Federal Reserve</b> to continue on its aggressive rate hike path.</p><p><img src=\"https://static.tigerbbs.com/b221b34347760d744de2542dcaac04f9\" tg-width=\"440\" tg-height=\"479\" referrerpolicy=\"no-referrer\"/>ANZ Research said in a note that while the unemployment drop was partially driven by a small fall in the labor force participation rate (to 62.3% from 62.4%), it was still a very solid report. “The data are a headache for the Fed, who have already delivered three consecutive 75bp rate hikes as it acts to get ahead of the surge in underlying inflation pressures,” it said.</p><p>The benchmark Hang Seng fell over 2% in morning trade. Shares of Alibaba fell over 3%, while Xpeng and Li Auto shares shed over 6%.</p><p><b>Macro News</b>: New home sales by floor area dropped 37.7% year-on-year over the week-long National Day holiday in China according to a private survey, as tough pandemic restrictions further hit fragile demand,reported Reuters.</p><p><b>Company News</b>: EV-maker <b>Tesla Inc</b> sold 83,135 China-made vehicles wholesale in September, breaking its monthly sales record in China,reportedReuters, citing the China Passenger Car Association (CPCA).</p><p>Food delivery giant <b>Meituan</b> is considering an expansion into Hong Kong and international markets as domestic growth slows,reported Bloomberg.</p><p><b>Top Gainers and Losers</b>: <b>Li Ning Company Ltd</b> and <b>Meituan</b> are the top losers among Hang Seng constituents having shed over 6% and 5% respectively. <b>WuXi Biologics (Cayman) Inc.</b> and <b>CNOOC Limited</b> were the only gainers having risen over 4% and 0.17% respectively.</p><p><b>Global News</b>: U.S. futures traded lower on Monday morning Asia session. Dow Jones futures were down 0.35% while Nasdaq futures lost 0.39%. The S&amp;P 500 futures were down 0.36%.</p><p>Elsewhere in Asia, Australia’s ASX 200 was down 1.5%. China’s Shanghai Composite index was up 0.05%. Japanese and South Korean markets remained closed on Monday.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","NIO":"蔚来","09988":"阿里巴巴-W","09866":"蔚来-SW","NIO.SI":"蔚来"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177052397","content_text":"KEY POINTSShares of Alibaba fell over 3% while Xpeng and Li Auto shares shed over 5%.Benchmark Hang Seng fell over 2% in morning trade.China is witnessing a rebound in Covid-19 cases after the week-long National Day holiday.Hong Kong stocks opened in the red on Monday after major Wall Street indices closed over 2% lower on Friday, following upbeat jobs data that could potentially pave the path for the U.S. Federal Reserve to continue on its aggressive rate hike path.ANZ Research said in a note that while the unemployment drop was partially driven by a small fall in the labor force participation rate (to 62.3% from 62.4%), it was still a very solid report. “The data are a headache for the Fed, who have already delivered three consecutive 75bp rate hikes as it acts to get ahead of the surge in underlying inflation pressures,” it said.The benchmark Hang Seng fell over 2% in morning trade. Shares of Alibaba fell over 3%, while Xpeng and Li Auto shares shed over 6%.Macro News: New home sales by floor area dropped 37.7% year-on-year over the week-long National Day holiday in China according to a private survey, as tough pandemic restrictions further hit fragile demand,reported Reuters.Company News: EV-maker Tesla Inc sold 83,135 China-made vehicles wholesale in September, breaking its monthly sales record in China,reportedReuters, citing the China Passenger Car Association (CPCA).Food delivery giant Meituan is considering an expansion into Hong Kong and international markets as domestic growth slows,reported Bloomberg.Top Gainers and Losers: Li Ning Company Ltd and Meituan are the top losers among Hang Seng constituents having shed over 6% and 5% respectively. WuXi Biologics (Cayman) Inc. and CNOOC Limited were the only gainers having risen over 4% and 0.17% respectively.Global News: U.S. futures traded lower on Monday morning Asia session. Dow Jones futures were down 0.35% while Nasdaq futures lost 0.39%. The S&P 500 futures were down 0.36%.Elsewhere in Asia, Australia’s ASX 200 was down 1.5%. China’s Shanghai Composite index was up 0.05%. Japanese and South Korean markets remained closed on Monday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":204,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9915200381,"gmtCreate":1665032367443,"gmtModify":1676537547417,"author":{"id":"3578825237066036","authorId":"3578825237066036","name":"rayguy","avatar":"https://static.tigerbbs.com/014543af7576ed5edbcbdeffd50f27eb","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3578825237066036","idStr":"3578825237066036"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9915200381","repostId":"2273821386","repostType":4,"repost":{"id":"2273821386","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1665015749,"share":"https://ttm.financial/m/news/2273821386?lang=&edition=fundamental","pubTime":"2022-10-06 08:22","market":"us","language":"en","title":"Ford's Electric F-150 Lightning Truck Gets Higher Starting Price -- Again","url":"https://stock-news.laohu8.com/highlight/detail?id=2273821386","media":"Dow Jones","summary":"Ford Motor Co. is raising the starting price of its all-electric truck for the second time in recent","content":"<html><head></head><body><p>Ford Motor Co. is raising the starting price of its all-electric truck for the second time in recent months.</p><p>The new price tag for the 2023 F-150 Lightning Pro is $51,974, the company said. The increase is expected to affect only the Pro, its most affordable trim level.</p><p>Customers who have current orders with Ford won&#39;t be affected by the price increase.</p><p>The Dearborn, Mich., auto maker said supply-chain problems, rising material costs and market factors were the main reasons for the increase in price.</p><p>Ford raised prices for all models of its F-150 Lightning truck in early August, less than four months after it began shipping the pickup to dealerships. At that time, the price for the F-150 Lightning Pro was $46,974.</p><p>In April, the company said the truck&#39;s price would start at around $40,000, making it more affordable than many competitors and about the same price at the time as the Cybertruck by Tesla Inc., which leads the country in electric-vehicle sales.</p><p>Ford&#39;s new plug-in truck is a battery-powered version of the F-150 pickup, which has been America&#39;s bestselling vehicle for decades.</p><p>Auto makers including Tesla and General Motors Co. have also been raising prices on certain electric vehicles, as they look to offset the higher costs of raw materials used in their batteries.</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's Electric F-150 Lightning Truck Gets Higher Starting Price -- Again</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\">\nFord's Electric F-150 Lightning Truck Gets Higher Starting Price -- Again\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-10-06 08:22</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Ford Motor Co. is raising the starting price of its all-electric truck for the second time in recent months.</p><p>The new price tag for the 2023 F-150 Lightning Pro is $51,974, the company said. The increase is expected to affect only the Pro, its most affordable trim level.</p><p>Customers who have current orders with Ford won&#39;t be affected by the price increase.</p><p>The Dearborn, Mich., auto maker said supply-chain problems, rising material costs and market factors were the main reasons for the increase in price.</p><p>Ford raised prices for all models of its F-150 Lightning truck in early August, less than four months after it began shipping the pickup to dealerships. At that time, the price for the F-150 Lightning Pro was $46,974.</p><p>In April, the company said the truck&#39;s price would start at around $40,000, making it more affordable than many competitors and about the same price at the time as the Cybertruck by Tesla Inc., which leads the country in electric-vehicle sales.</p><p>Ford&#39;s new plug-in truck is a battery-powered version of the F-150 pickup, which has been America&#39;s bestselling vehicle for decades.</p><p>Auto makers including Tesla and General Motors Co. have also been raising prices on certain electric vehicles, as they look to offset the higher costs of raw materials used in their batteries.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4099":"汽车制造商","BK4574":"无人驾驶","TSLA":"特斯拉","BK4555":"新能源车","F":"福特汽车"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2273821386","content_text":"Ford Motor Co. is raising the starting price of its all-electric truck for the second time in recent months.The new price tag for the 2023 F-150 Lightning Pro is $51,974, the company said. The increase is expected to affect only the Pro, its most affordable trim level.Customers who have current orders with Ford won't be affected by the price increase.The Dearborn, Mich., auto maker said supply-chain problems, rising material costs and market factors were the main reasons for the increase in price.Ford raised prices for all models of its F-150 Lightning truck in early August, less than four months after it began shipping the pickup to dealerships. At that time, the price for the F-150 Lightning Pro was $46,974.In April, the company said the truck's price would start at around $40,000, making it more affordable than many competitors and about the same price at the time as the Cybertruck by Tesla Inc., which leads the country in electric-vehicle sales.Ford's new plug-in truck is a battery-powered version of the F-150 pickup, which has been America's bestselling vehicle for decades.Auto makers including Tesla and General Motors Co. have also been raising prices on certain electric vehicles, as they look to offset the higher costs of raw materials used in their batteries.","news_type":1},"isVote":1,"tweetType":1,"viewCount":85,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9912198830,"gmtCreate":1664765804621,"gmtModify":1676537504871,"author":{"id":"3578825237066036","authorId":"3578825237066036","name":"rayguy","avatar":"https://static.tigerbbs.com/014543af7576ed5edbcbdeffd50f27eb","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3578825237066036","idStr":"3578825237066036"},"themes":[],"htmlText":"Buy buy","listText":"Buy buy","text":"Buy buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9912198830","repostId":"1113057544","repostType":4,"repost":{"id":"1113057544","pubTimestamp":1664761484,"share":"https://ttm.financial/m/news/1113057544?lang=&edition=fundamental","pubTime":"2022-10-03 09:44","market":"us","language":"en","title":"5 US Growth Stocks Hitting a 52-Week Low: Should You Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=1113057544","media":"The Smart Investor","summary":"A good method to search for investment ideas is to look at the list of stocks hitting their 52-week ","content":"<html><head></head><body><p>A good method to search for investment ideas is to look at the list of stocks hitting their 52-week lows.</p><p>Some stocks may be justifiably sold down as their business is under pressure.</p><p>But for others, it may be because investors are throwing out the baby along with the bathwater.</p><p>Growth stocks have taken a hit in recent months as the US Federal Reserve raises interest rates and the US suffers from the highest inflation in four decades.</p><p>Investors need to sift out the wheat from the chaff as numerous stocks have been sold down due to the bearish sentiment.</p><p>Here are five growth stocks that have skidded to their year low and may qualify to be on your buy watchlist.</p><p><a href=\"https://laohu8.com/S/SE\">Sea Limited</a></p><p>Sea Limited is a technology company with three arms – gaming (under Garena), e-commerce (under Shopee), and digital financial services (SeaMoney).</p><p>The company’s share price hit a one-year low of US$52.40 recently as investors grow worried about its growth prospects.</p><p>For its fiscal 2022’s second quarter (2Q2022) earnings, Sea reported a 29% year on year jump in revenue to US$2.9 billion.</p><p>However, net loss more than doubled year on year from US$433.7 million to US$931.2 million.</p><p>Shopee enjoyed a 42% year on year increase in gross orders but the unit recently reported two rounds of layoffs as it anticipates a slowdown.</p><p>At the same time, Garena is seeing attrition for its quarterly paying users.</p><p>This metric fell by 39% year on year for 2Q2022 to 56.1 million, making it the third consecutive quarter on quarter decline for the company.</p><p><a href=\"https://laohu8.com/S/ADBE\">Adobe</a></p><p>Adobe is a software company that provides a range of tools and services to help customers design, create and automate workflow.</p><p>Adobe’s share price has more than halved in the past year to hit a low of US$274.70.</p><p>The company reported a record-high revenue of US$4.4 billion for its fiscal 2022’s third quarter (3Q2022), up 12.7% year on year.</p><p>Net profit, however, dipped by 6.3% year on year to US$1.1 billion.</p><p>At the same time, Adobe also announced the acquisition of Figma, a web-based collaborative design platform, for an estimated US$20 billion.</p><p>Figma is projected to have a total addressable market of US$16.5 billion by 2025, enjoys gross margins of around 90%, and generates positive operating cash flows.</p><p><a href=\"https://laohu8.com/S/MSFT\">Microsoft</a></p><p>Microsoft is a computer hardware and software company that also provides cloud services for its customers.</p><p>The Redmond-based company has seen its share price skid to a one-year low of US$234.4 recently.</p><p>For its fiscal 2022 (FY2022) earnings ending 30 June 2022, Microsoft reported an 18% year on year jump in revenue to US$198.3 billion.</p><p>Net profit climbed by 18.7% year on year to US$72.7 billion.</p><p>In particular, its cloud business under Azure showed good promise, registering a 40% year on year jump in revenue for the fourth quarter of FY2022.</p><p><a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a></p><p>Alphabet is the parent company of search giant Google, and the company also offers cloud services (Google Cloud) and owns the video-sharing website YouTube.</p><p>The technology company’s share price has skidded 27% in the last year to hit a low of US$96.</p><p>For 2Q2022, revenue increased by 13% year on year to US$69.7 billion.</p><p>However, operating profit remained flat year on year at US$19.4 billion while net profit declined by 13.6% year on year to US$16 billion.</p><p>Google Cloud continued to do well, posting a 35.6% year on year rise in revenue to US$6.3 billion.</p><p>YouTube advertising revenue also inched up 4.8% year on year to US$7.3 billion.</p><p>Alphabet continued to generate a healthy free cash flow of US$27.9 billion for the first half of 2022 (1H2022).</p><p><a href=\"https://laohu8.com/S/SHOP\">Shopify</a></p><p>Shopify is an e-commerce platform that allows entrepreneurs and small business owners to start, grow, and manage a business.</p><p>The company’s shares have been on a steady decline, hitting a 52-week low of US$26.50 recently.</p><p>Shopify posted decent growth for 2Q2022, chalking up a 16% year on year increase in revenue to US$1.3 billion.</p><p>Gross merchandise volume (GMV) increased by 11% year on year to US$4.7 billion, backed by solid growth in gross payments volume which grew to US$24.9 billion and making up 53% of GMV processed during 2Q2022.</p><p>In late July, however, the e-commerce company decided to reduce its workforce by 10% as it foresees slower growth.</p></body></html>","source":"lsy1602567310727","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 US Growth Stocks Hitting a 52-Week Low: Should You 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\">\n5 US Growth Stocks Hitting a 52-Week Low: Should You Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-03 09:44 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://thesmartinvestor.com.sg/5-us-growth-stocks-hitting-a-52-week-low-should-you-buy/><strong>The Smart Investor</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A good method to search for investment ideas is to look at the list of stocks hitting their 52-week lows.Some stocks may be justifiably sold down as their business is under pressure.But for others, it...</p>\n\n<a href=\"https://thesmartinvestor.com.sg/5-us-growth-stocks-hitting-a-52-week-low-should-you-buy/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软","ADBE":"Adobe","SE":"Sea Ltd","SHOP":"Shopify Inc","GOOGL":"谷歌A"},"source_url":"https://thesmartinvestor.com.sg/5-us-growth-stocks-hitting-a-52-week-low-should-you-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113057544","content_text":"A good method to search for investment ideas is to look at the list of stocks hitting their 52-week lows.Some stocks may be justifiably sold down as their business is under pressure.But for others, it may be because investors are throwing out the baby along with the bathwater.Growth stocks have taken a hit in recent months as the US Federal Reserve raises interest rates and the US suffers from the highest inflation in four decades.Investors need to sift out the wheat from the chaff as numerous stocks have been sold down due to the bearish sentiment.Here are five growth stocks that have skidded to their year low and may qualify to be on your buy watchlist.Sea LimitedSea Limited is a technology company with three arms – gaming (under Garena), e-commerce (under Shopee), and digital financial services (SeaMoney).The company’s share price hit a one-year low of US$52.40 recently as investors grow worried about its growth prospects.For its fiscal 2022’s second quarter (2Q2022) earnings, Sea reported a 29% year on year jump in revenue to US$2.9 billion.However, net loss more than doubled year on year from US$433.7 million to US$931.2 million.Shopee enjoyed a 42% year on year increase in gross orders but the unit recently reported two rounds of layoffs as it anticipates a slowdown.At the same time, Garena is seeing attrition for its quarterly paying users.This metric fell by 39% year on year for 2Q2022 to 56.1 million, making it the third consecutive quarter on quarter decline for the company.AdobeAdobe is a software company that provides a range of tools and services to help customers design, create and automate workflow.Adobe’s share price has more than halved in the past year to hit a low of US$274.70.The company reported a record-high revenue of US$4.4 billion for its fiscal 2022’s third quarter (3Q2022), up 12.7% year on year.Net profit, however, dipped by 6.3% year on year to US$1.1 billion.At the same time, Adobe also announced the acquisition of Figma, a web-based collaborative design platform, for an estimated US$20 billion.Figma is projected to have a total addressable market of US$16.5 billion by 2025, enjoys gross margins of around 90%, and generates positive operating cash flows.MicrosoftMicrosoft is a computer hardware and software company that also provides cloud services for its customers.The Redmond-based company has seen its share price skid to a one-year low of US$234.4 recently.For its fiscal 2022 (FY2022) earnings ending 30 June 2022, Microsoft reported an 18% year on year jump in revenue to US$198.3 billion.Net profit climbed by 18.7% year on year to US$72.7 billion.In particular, its cloud business under Azure showed good promise, registering a 40% year on year jump in revenue for the fourth quarter of FY2022.AlphabetAlphabet is the parent company of search giant Google, and the company also offers cloud services (Google Cloud) and owns the video-sharing website YouTube.The technology company’s share price has skidded 27% in the last year to hit a low of US$96.For 2Q2022, revenue increased by 13% year on year to US$69.7 billion.However, operating profit remained flat year on year at US$19.4 billion while net profit declined by 13.6% year on year to US$16 billion.Google Cloud continued to do well, posting a 35.6% year on year rise in revenue to US$6.3 billion.YouTube advertising revenue also inched up 4.8% year on year to US$7.3 billion.Alphabet continued to generate a healthy free cash flow of US$27.9 billion for the first half of 2022 (1H2022).ShopifyShopify is an e-commerce platform that allows entrepreneurs and small business owners to start, grow, and manage a business.The company’s shares have been on a steady decline, hitting a 52-week low of US$26.50 recently.Shopify posted decent growth for 2Q2022, chalking up a 16% year on year increase in revenue to US$1.3 billion.Gross merchandise volume (GMV) increased by 11% year on year to US$4.7 billion, backed by solid growth in gross payments volume which grew to US$24.9 billion and making up 53% of GMV processed during 2Q2022.In late July, however, the e-commerce company decided to reduce its workforce by 10% as it foresees slower growth.","news_type":1},"isVote":1,"tweetType":1,"viewCount":337,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9916882625,"gmtCreate":1664559069467,"gmtModify":1676537477221,"author":{"id":"3578825237066036","authorId":"3578825237066036","name":"rayguy","avatar":"https://static.tigerbbs.com/014543af7576ed5edbcbdeffd50f27eb","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3578825237066036","idStr":"3578825237066036"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9916882625","repostId":"2271971706","repostType":4,"repost":{"id":"2271971706","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":1664551545,"share":"https://ttm.financial/m/news/2271971706?lang=&edition=fundamental","pubTime":"2022-09-30 23:25","market":"us","language":"en","title":"U.S. Investors Brace for More Wild Market Gyrations After Dizzying Q3","url":"https://stock-news.laohu8.com/highlight/detail?id=2271971706","media":"Reuters","summary":"(Reuters) - In a year of wild market swings, the third quarter of 2022 was a time when events took a","content":"<html><head></head><body><p>(Reuters) - In a year of wild market swings, the third quarter of 2022 was a time when events took a truly extraordinary turn.</p><p>As the Federal Reserve ratcheted up its monetary policy tightening to tame the worst inflation in decades, U.S. Treasury yields shot to their highest levels in more than a decade and stocks reversed a summer rally to plumb fresh depths.</p><p>The S&amp;P 500 is down nearly 24% year-to-date, while yields on the benchmark 10 year Treasury note, which move inversely to bond prices, recently hit their highest level since 2008.</p><p>Outside the United States, the soaring dollar spurred big declines in global currencies, pushing Japan to support the yen for the first time in years. A slump in British government bond prices, meanwhile, forced the Bank of England to carry out temporary purchases of long-dated gilts. Many investors are looking to the next three months with trepidation, betting the selloff in U.S. stocks will continue until there are signs the Fed is winning its battle against inflation. Yet the last quarter of the year has often been a beneficial time for U.S. equities, spurring hopes that markets may have already seen the worst of the selloff.</p><h3>PASS THE DIP</h3><p>The strategy of buying stock market dips yielded rich rewards for investors in the past but failed badly in 2022: the S&amp;P 500 has rallied by 6% or more four times this year and went on to make a fresh low in each instance.</p><p>The third quarter saw the index rise by nearly 14% before reversing to make a fresh two-year low in September after investors recalibrated their expectations for even more aggressive Fed tightening.</p><h3>LOOK OUT BELOW?</h3><p>With several big Wall Street banks expecting the benchmark index to end the year below current levels - Bank of America and Goldman Sachs both recently published year-end targets of 3,600 - the outlook for dip-buying remains murky.</p><p>In addition, the current bear market, which has so far lasted 268 days and notched a peak-to-trough decline of about 24%, is still relatively short and shallow compared with past drops. Since 1950, the average bear market has lasted 391 days with an average peak-to-trough drop of 35.6%, according to Yardeni Research.</p><h3>LOOK TO BONDS</h3><p>Though equities have been volatile, the gyrations in bond markets have been comparatively worse.</p><p>The ICE BofAML U.S. Bond Market Option Volatility Estimate Index shot to its highest level since March 2020 as the ICE BofA US Treasury index is on track for its biggest annual drop on record.</p><p>By comparison, the Cboe Volatility Index - the so-called Wall Street &#34;fear gauge&#34; - has failed to scale its March peak.</p><p>Some investors believe stock turbulence will continue until bond markets calm down.</p><p>&#34;I think there is a good scenario where once we get through the bond market violence, we get to a more tradable bottom (for stocks),&#34; said Michael Purves, chief executive at Tallbacken Capital Advisors in New York.</p><h3>…AND THE DOLLAR</h3><p>Soaring U.S. interest rates, a relatively robust American economy and investors&#39; reach for safe haven amidst a rise in financial market volatility has boosted the U.S. dollar – to the detriment of other global currencies.</p><p>The greenback is up about 7% for the quarter against a basket of currencies and stands near its highest level since May 2002. The dollar’s strength has the Bank of Japan to shore up the yen through interventions while also presenting an earnings headwind for U.S. corporates.</p><p>&#34;Market risk-takers are grappling with the double-barreled threat of persistent dollar strength and dramatically higher interest rates,&#34; Jack Ablin, chief investment officer at Cresset Capital, said in a note.</p><h3>EARNINGS TEST</h3><p>Third quarter earnings may present another obstacle to markets, as companies factor in everything from dollar-fueled currency headwinds to supply chain issues.</p><p>Analysts have become more downbeat on third quarter profit growth, with consensus estimates falling to 4.6% from 7.2% in early August, according to Refinitiv IBES. So far, that is only slightly worse than the median 2.2 percentage point decline ahead of reporting periods historically, yet warnings from companies such as FedEX and Ford have hinted at the possibility of more pain to come.</p><h3>&#39;TIS THE SEASON</h3><p>The calendar may offer weary stock investors some hope.</p><p>The fourth quarter is historically the best period for returns for major U.S. stock indexes, with the S&amp;P 500 averaging a 4.2% gain since 1949, according to the Stock Trader&#39;s Almanac.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. Investors Brace for More Wild Market Gyrations After Dizzying Q3</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. Investors Brace for More Wild Market Gyrations After Dizzying Q3\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\">2022-09-30 23:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) - In a year of wild market swings, the third quarter of 2022 was a time when events took a truly extraordinary turn.</p><p>As the Federal Reserve ratcheted up its monetary policy tightening to tame the worst inflation in decades, U.S. Treasury yields shot to their highest levels in more than a decade and stocks reversed a summer rally to plumb fresh depths.</p><p>The S&amp;P 500 is down nearly 24% year-to-date, while yields on the benchmark 10 year Treasury note, which move inversely to bond prices, recently hit their highest level since 2008.</p><p>Outside the United States, the soaring dollar spurred big declines in global currencies, pushing Japan to support the yen for the first time in years. A slump in British government bond prices, meanwhile, forced the Bank of England to carry out temporary purchases of long-dated gilts. Many investors are looking to the next three months with trepidation, betting the selloff in U.S. stocks will continue until there are signs the Fed is winning its battle against inflation. Yet the last quarter of the year has often been a beneficial time for U.S. equities, spurring hopes that markets may have already seen the worst of the selloff.</p><h3>PASS THE DIP</h3><p>The strategy of buying stock market dips yielded rich rewards for investors in the past but failed badly in 2022: the S&amp;P 500 has rallied by 6% or more four times this year and went on to make a fresh low in each instance.</p><p>The third quarter saw the index rise by nearly 14% before reversing to make a fresh two-year low in September after investors recalibrated their expectations for even more aggressive Fed tightening.</p><h3>LOOK OUT BELOW?</h3><p>With several big Wall Street banks expecting the benchmark index to end the year below current levels - Bank of America and Goldman Sachs both recently published year-end targets of 3,600 - the outlook for dip-buying remains murky.</p><p>In addition, the current bear market, which has so far lasted 268 days and notched a peak-to-trough decline of about 24%, is still relatively short and shallow compared with past drops. Since 1950, the average bear market has lasted 391 days with an average peak-to-trough drop of 35.6%, according to Yardeni Research.</p><h3>LOOK TO BONDS</h3><p>Though equities have been volatile, the gyrations in bond markets have been comparatively worse.</p><p>The ICE BofAML U.S. Bond Market Option Volatility Estimate Index shot to its highest level since March 2020 as the ICE BofA US Treasury index is on track for its biggest annual drop on record.</p><p>By comparison, the Cboe Volatility Index - the so-called Wall Street &#34;fear gauge&#34; - has failed to scale its March peak.</p><p>Some investors believe stock turbulence will continue until bond markets calm down.</p><p>&#34;I think there is a good scenario where once we get through the bond market violence, we get to a more tradable bottom (for stocks),&#34; said Michael Purves, chief executive at Tallbacken Capital Advisors in New York.</p><h3>…AND THE DOLLAR</h3><p>Soaring U.S. interest rates, a relatively robust American economy and investors&#39; reach for safe haven amidst a rise in financial market volatility has boosted the U.S. dollar – to the detriment of other global currencies.</p><p>The greenback is up about 7% for the quarter against a basket of currencies and stands near its highest level since May 2002. The dollar’s strength has the Bank of Japan to shore up the yen through interventions while also presenting an earnings headwind for U.S. corporates.</p><p>&#34;Market risk-takers are grappling with the double-barreled threat of persistent dollar strength and dramatically higher interest rates,&#34; Jack Ablin, chief investment officer at Cresset Capital, said in a note.</p><h3>EARNINGS TEST</h3><p>Third quarter earnings may present another obstacle to markets, as companies factor in everything from dollar-fueled currency headwinds to supply chain issues.</p><p>Analysts have become more downbeat on third quarter profit growth, with consensus estimates falling to 4.6% from 7.2% in early August, according to Refinitiv IBES. So far, that is only slightly worse than the median 2.2 percentage point decline ahead of reporting periods historically, yet warnings from companies such as FedEX and Ford have hinted at the possibility of more pain to come.</p><h3>&#39;TIS THE SEASON</h3><p>The calendar may offer weary stock investors some hope.</p><p>The fourth quarter is historically the best period for returns for major U.S. stock indexes, with the S&amp;P 500 averaging a 4.2% gain since 1949, according to the Stock Trader&#39;s Almanac.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2271971706","content_text":"(Reuters) - In a year of wild market swings, the third quarter of 2022 was a time when events took a truly extraordinary turn.As the Federal Reserve ratcheted up its monetary policy tightening to tame the worst inflation in decades, U.S. Treasury yields shot to their highest levels in more than a decade and stocks reversed a summer rally to plumb fresh depths.The S&P 500 is down nearly 24% year-to-date, while yields on the benchmark 10 year Treasury note, which move inversely to bond prices, recently hit their highest level since 2008.Outside the United States, the soaring dollar spurred big declines in global currencies, pushing Japan to support the yen for the first time in years. A slump in British government bond prices, meanwhile, forced the Bank of England to carry out temporary purchases of long-dated gilts. Many investors are looking to the next three months with trepidation, betting the selloff in U.S. stocks will continue until there are signs the Fed is winning its battle against inflation. Yet the last quarter of the year has often been a beneficial time for U.S. equities, spurring hopes that markets may have already seen the worst of the selloff.PASS THE DIPThe strategy of buying stock market dips yielded rich rewards for investors in the past but failed badly in 2022: the S&P 500 has rallied by 6% or more four times this year and went on to make a fresh low in each instance.The third quarter saw the index rise by nearly 14% before reversing to make a fresh two-year low in September after investors recalibrated their expectations for even more aggressive Fed tightening.LOOK OUT BELOW?With several big Wall Street banks expecting the benchmark index to end the year below current levels - Bank of America and Goldman Sachs both recently published year-end targets of 3,600 - the outlook for dip-buying remains murky.In addition, the current bear market, which has so far lasted 268 days and notched a peak-to-trough decline of about 24%, is still relatively short and shallow compared with past drops. Since 1950, the average bear market has lasted 391 days with an average peak-to-trough drop of 35.6%, according to Yardeni Research.LOOK TO BONDSThough equities have been volatile, the gyrations in bond markets have been comparatively worse.The ICE BofAML U.S. Bond Market Option Volatility Estimate Index shot to its highest level since March 2020 as the ICE BofA US Treasury index is on track for its biggest annual drop on record.By comparison, the Cboe Volatility Index - the so-called Wall Street \"fear gauge\" - has failed to scale its March peak.Some investors believe stock turbulence will continue until bond markets calm down.\"I think there is a good scenario where once we get through the bond market violence, we get to a more tradable bottom (for stocks),\" said Michael Purves, chief executive at Tallbacken Capital Advisors in New York.…AND THE DOLLARSoaring U.S. interest rates, a relatively robust American economy and investors' reach for safe haven amidst a rise in financial market volatility has boosted the U.S. dollar – to the detriment of other global currencies.The greenback is up about 7% for the quarter against a basket of currencies and stands near its highest level since May 2002. The dollar’s strength has the Bank of Japan to shore up the yen through interventions while also presenting an earnings headwind for U.S. corporates.\"Market risk-takers are grappling with the double-barreled threat of persistent dollar strength and dramatically higher interest rates,\" Jack Ablin, chief investment officer at Cresset Capital, said in a note.EARNINGS TESTThird quarter earnings may present another obstacle to markets, as companies factor in everything from dollar-fueled currency headwinds to supply chain issues.Analysts have become more downbeat on third quarter profit growth, with consensus estimates falling to 4.6% from 7.2% in early August, according to Refinitiv IBES. So far, that is only slightly worse than the median 2.2 percentage point decline ahead of reporting periods historically, yet warnings from companies such as FedEX and Ford have hinted at the possibility of more pain to come.'TIS THE SEASONThe calendar may offer weary stock investors some hope.The fourth quarter is historically the best period for returns for major U.S. stock indexes, with the S&P 500 averaging a 4.2% gain since 1949, according to the Stock Trader's Almanac.","news_type":1},"isVote":1,"tweetType":1,"viewCount":248,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9918624807,"gmtCreate":1664382269309,"gmtModify":1676537444711,"author":{"id":"3578825237066036","authorId":"3578825237066036","name":"rayguy","avatar":"https://static.tigerbbs.com/014543af7576ed5edbcbdeffd50f27eb","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3578825237066036","idStr":"3578825237066036"},"themes":[],"htmlText":"Buy","listText":"Buy","text":"Buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9918624807","repostId":"1102244542","repostType":4,"repost":{"id":"1102244542","pubTimestamp":1664378284,"share":"https://ttm.financial/m/news/1102244542?lang=&edition=fundamental","pubTime":"2022-09-28 23:18","market":"us","language":"en","title":"Apple: A Bearish Sign For The First Time","url":"https://stock-news.laohu8.com/highlight/detail?id=1102244542","media":"Seeking Alpha","summary":"SummaryApple has been a solid company with solid fundamentals for the better part of the past 20 yea","content":"<html><head></head><body><p>Summary</p><ul><li>Apple has been a solid company with solid fundamentals for the better part of the past 20 years, but there&#39;s a recent sign that has me worried.</li><li>With the lack of new or innovative technologies, it can become a problem for the tech behemoth in the coming years.</li><li>As a result, I shift my bullish stance to a neutral to a slightly bearish one.</li></ul><p><a href=\"https://laohu8.com/S/AAPL\">Apple</a> has been one of the best and most solid investments for the better part of the past 20 years. As it released the iPhone in 2007, it began raking in amounts of money most other companies can only dream of and now they bring in billions from things like their Services segments, which is larger than some other companies bring in altogether.</p><p>But this past year there&#39;s been a warning sign I was looking out for a long time - as they shed their cash reserves for share buybacks and other compensation, they&#39;re losing their edge in the amount of investment and interest income they generate and now, for the very first time, they are paying more in interest expense than they&#39;re bringing in.</p><p>This in and of itself isn&#39;t all that bad considering they rake in about $100 billion in net income while paying just shy of $3 billion annually in interest expense. But with the lack of new innovative products, they&#39;ve been relying more on telecom companies&#39; incentive to sell their new iPhone than organic excitement.</p><p>Let&#39;s dive into the issues I see.</p><h3>Debt Load &amp; Interest Expense</h3><p>Beginning in 2013, the company started taking on long-term and short-term debt while interest rates were near zero to finance their operations while conserving cash overseas and investing it to bring in interest, which more than covered the interest expense on the low-interest debt. Since then, the debt has ballooned from about $16 billion to just shy of $110 billion, which was down to about $95 billion as of their latest financial reporting.</p><p>But then the Federal Reserve started raising interest rates and the company began paying more in interest expense. After the repatriation holiday in 2017, Apple brought back a big amount of their overseas cash which was being invested and spent the vast majority of it for share buybacks and other shareholder-friendly activities, which lowered their interest income.</p><p>Even though, as I mentioned earlier, the company has reduced their debt from $110 billion to $95 billion, their interest expense for the same time period increased from $2.6 billion to $2.8 billion. Although these numbers pale in comparison to their income and revenue generation, it&#39;s somewhat concerning in the long run given where interest rates are headed and the lower cash reserves the company has.</p><h3>Cash, Investments and Interest Income</h3><p>The company&#39;s cash and equivalents and short-term investments have been rising for the longest time as the company accumulated cash, but over the past few years, the company announced that it intended at getting to a cash-neutral position and spending it to fund share buybacks and other shareholder-friendly activities.</p><p>Apple had more than $100 billion in cash and short-term investment in September 2017, which decreased to under $50 billion as of today.</p><p>The more interesting part of this is the company&#39;s investments have been shrinking after the repatriation holiday back in 2017 allowed companies to bring back cash at record low tax rates, which were mostly used for share buybacks.</p><p>Apple had almost $200 billion of long-term investments in September 2017, which then slowly went down and hovers around $100 billion.</p><h3>The Result: All About The Interest Rates</h3><p>This resulted in the company&#39;s interest income to fall as their interest expense is expected to continue and climb:</p><p><img src=\"https://static.tigerbbs.com/9209feae93f89b97d8170d6ae749a21d\" tg-width=\"647\" tg-height=\"330\" referrerpolicy=\"no-referrer\"/>During the COVID-19 pandemic, interest rates went back to zero due to control measures by the Federal Reserve. But now, interest rates are expected to climb to records as the Federal Reserve tries to stem inflation. This means, I believe, that as the company&#39;s debt load has been increasing, they will be paying a big chunk more in expenses this year relative to last.</p><p>In the most recent reporting quarter, the company saw an 8.12% increase in interest expense relative to the same period last year as a result of the federal funds rate increasing from 0% to 0.75% in 2 stages throughout their reporting time period.</p><p>Given the fact that the federal funds rate has increased to 3% since then, I expect the company&#39;s interest expense to be higher by about 35% relative to last year, leading them to potentially pay over $3.5 billion for fiscal 2022.</p><p>On the face of it, this isn&#39;t all that bad, considering the fact that the company made about $100 billion last year in net income. But then there&#39;s the whole sales growth thing, which has me slightly more concerned than last time.</p><h3>Sales Growth To Underperform</h3><p>There are a few factors that make it hard for me to see Apple meeting the current sales growth projections.</p><p>The first is that they&#39;re way too reliant on telecom companies. These offer a free iPhone with a trade-in and some plan commitments, which is one of the major incentives that folks use in order to upgrade since the new iPhone has little improvement over the one before it, which was little improved over the one before it and so on.</p><p>While there&#39;s little to make me believe that telecom companies will stop this incentive altogether, I do think that there&#39;s a limit to the amount of cycles they&#39;ll do this as they shift to focus on customer retention and not only customer transfers or initiation. We&#39;ve seen this with other incentives - they take place for a business cycle or two and then shift to offering other services in place. If, and it&#39;s a big if, the iPhone 15 is to the iPhone 14 as the iPhone 14 is to the iPhone 13, I don&#39;t think the reception will be as good without these incentives to give Apple millions and millions of sales.</p><p>This is somewhat confirmed by the reception the phone had in China. New iPhone sales had a lukewarm reception in the company&#39;s second-largest market, where it&#39;s relying on for future sales growth, which doesn&#39;t have as many free upgrade offers. This is a result of individuals not wanting to spend all that money to upgrade for the sake of upgrading as there&#39;s little improvement outside the camera, which is already pro-level quality.</p><p>With these 2 main factors, I just don&#39;t see the company generating any meaningful revenues for the next 2-3 years. The added fact that they&#39;re spending more and more on research &amp; development each year with little to show for it (so far) is added to this underperformance projection by me.</p><h3>By The Numbers: Sales &amp; EPS</h3><p>The aforementioned factors lead me to believe that the company will likely underperform their current sales and EPS projections, which leads to them being fairly to slightly overvalued. This on its own means that the company may constitute a poor investment choice, but especially since we may be heading into a recession - the company&#39;s shares can underperform the broader market during that time period, which can be bad for investors.</p><p><img src=\"https://static.tigerbbs.com/ea69a11622481942c2d350d262e0d8ec\" tg-width=\"632\" tg-height=\"157\" referrerpolicy=\"no-referrer\"/>With these figures not yet accounting for the already-lackluster reception in China of the new iPhone, I believe that and the aforementioned overall future underperformance means that the company will be seeing a sub-3% average annual growth rate throughout the 2025 time period.</p><p>Given my earlier points about,</p><p>1 - Increased sales through telecom companies&#39; incentives means lower gross margins.</p><p>2 - Increased interest expense, lower interest income, SG&amp;A expenses and R&amp;D expenses means that the profit margin will be lower than in previous years.</p><p>3 - Lower than projected sales growth on the higher margin iPhones means margins will be lower.</p><p>I believe that the company&#39;s EPS growth rate will be lower than sales growth rate. Here are the current projections for reference:</p><p><img src=\"https://static.tigerbbs.com/68dcaf536e8ffc6aff7dc94c35e43c21\" tg-width=\"636\" tg-height=\"205\" referrerpolicy=\"no-referrer\"/>Comparing these EPS figures to the growth in sales and slightly overall lower margins means that, I believe, the company is likely to report low single-digit EPS growth over the coming time period through 2025 and is likely to report, if all else remains the same, a negative EPS growth rate in 2025.</p><h3>Conclusion - Avoiding</h3><p>The company, based on the aforementioned EPS projections, is trading at a forward price to earnings multiple of between 21x to 25x over the time period. This is overvaluing the company if their true growth rate is around the 2% to 3% mark through 2025, in my opinion.</p><p>This means that the company is likely slightly overvalued at current levels, and we shouldn&#39;t expect them to make any material gains in share price over the next 2-3 years. Since I believe this will be the case, I am shifting my bullish long-term stance on the company to a neutral one and have been shedding shares over the past few days and will continue to do so throughout the coming weeks.</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: A Bearish Sign For The First Time</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple: A Bearish Sign For The First Time\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-28 23:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4543468-apple-for-the-first-time-a-bearish-sign><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryApple has been a solid company with solid fundamentals for the better part of the past 20 years, but there's a recent sign that has me worried.With the lack of new or innovative technologies, ...</p>\n\n<a href=\"https://seekingalpha.com/article/4543468-apple-for-the-first-time-a-bearish-sign\">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://seekingalpha.com/article/4543468-apple-for-the-first-time-a-bearish-sign","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102244542","content_text":"SummaryApple has been a solid company with solid fundamentals for the better part of the past 20 years, but there's a recent sign that has me worried.With the lack of new or innovative technologies, it can become a problem for the tech behemoth in the coming years.As a result, I shift my bullish stance to a neutral to a slightly bearish one.Apple has been one of the best and most solid investments for the better part of the past 20 years. As it released the iPhone in 2007, it began raking in amounts of money most other companies can only dream of and now they bring in billions from things like their Services segments, which is larger than some other companies bring in altogether.But this past year there's been a warning sign I was looking out for a long time - as they shed their cash reserves for share buybacks and other compensation, they're losing their edge in the amount of investment and interest income they generate and now, for the very first time, they are paying more in interest expense than they're bringing in.This in and of itself isn't all that bad considering they rake in about $100 billion in net income while paying just shy of $3 billion annually in interest expense. But with the lack of new innovative products, they've been relying more on telecom companies' incentive to sell their new iPhone than organic excitement.Let's dive into the issues I see.Debt Load & Interest ExpenseBeginning in 2013, the company started taking on long-term and short-term debt while interest rates were near zero to finance their operations while conserving cash overseas and investing it to bring in interest, which more than covered the interest expense on the low-interest debt. Since then, the debt has ballooned from about $16 billion to just shy of $110 billion, which was down to about $95 billion as of their latest financial reporting.But then the Federal Reserve started raising interest rates and the company began paying more in interest expense. After the repatriation holiday in 2017, Apple brought back a big amount of their overseas cash which was being invested and spent the vast majority of it for share buybacks and other shareholder-friendly activities, which lowered their interest income.Even though, as I mentioned earlier, the company has reduced their debt from $110 billion to $95 billion, their interest expense for the same time period increased from $2.6 billion to $2.8 billion. Although these numbers pale in comparison to their income and revenue generation, it's somewhat concerning in the long run given where interest rates are headed and the lower cash reserves the company has.Cash, Investments and Interest IncomeThe company's cash and equivalents and short-term investments have been rising for the longest time as the company accumulated cash, but over the past few years, the company announced that it intended at getting to a cash-neutral position and spending it to fund share buybacks and other shareholder-friendly activities.Apple had more than $100 billion in cash and short-term investment in September 2017, which decreased to under $50 billion as of today.The more interesting part of this is the company's investments have been shrinking after the repatriation holiday back in 2017 allowed companies to bring back cash at record low tax rates, which were mostly used for share buybacks.Apple had almost $200 billion of long-term investments in September 2017, which then slowly went down and hovers around $100 billion.The Result: All About The Interest RatesThis resulted in the company's interest income to fall as their interest expense is expected to continue and climb:During the COVID-19 pandemic, interest rates went back to zero due to control measures by the Federal Reserve. But now, interest rates are expected to climb to records as the Federal Reserve tries to stem inflation. This means, I believe, that as the company's debt load has been increasing, they will be paying a big chunk more in expenses this year relative to last.In the most recent reporting quarter, the company saw an 8.12% increase in interest expense relative to the same period last year as a result of the federal funds rate increasing from 0% to 0.75% in 2 stages throughout their reporting time period.Given the fact that the federal funds rate has increased to 3% since then, I expect the company's interest expense to be higher by about 35% relative to last year, leading them to potentially pay over $3.5 billion for fiscal 2022.On the face of it, this isn't all that bad, considering the fact that the company made about $100 billion last year in net income. But then there's the whole sales growth thing, which has me slightly more concerned than last time.Sales Growth To UnderperformThere are a few factors that make it hard for me to see Apple meeting the current sales growth projections.The first is that they're way too reliant on telecom companies. These offer a free iPhone with a trade-in and some plan commitments, which is one of the major incentives that folks use in order to upgrade since the new iPhone has little improvement over the one before it, which was little improved over the one before it and so on.While there's little to make me believe that telecom companies will stop this incentive altogether, I do think that there's a limit to the amount of cycles they'll do this as they shift to focus on customer retention and not only customer transfers or initiation. We've seen this with other incentives - they take place for a business cycle or two and then shift to offering other services in place. If, and it's a big if, the iPhone 15 is to the iPhone 14 as the iPhone 14 is to the iPhone 13, I don't think the reception will be as good without these incentives to give Apple millions and millions of sales.This is somewhat confirmed by the reception the phone had in China. New iPhone sales had a lukewarm reception in the company's second-largest market, where it's relying on for future sales growth, which doesn't have as many free upgrade offers. This is a result of individuals not wanting to spend all that money to upgrade for the sake of upgrading as there's little improvement outside the camera, which is already pro-level quality.With these 2 main factors, I just don't see the company generating any meaningful revenues for the next 2-3 years. The added fact that they're spending more and more on research & development each year with little to show for it (so far) is added to this underperformance projection by me.By The Numbers: Sales & EPSThe aforementioned factors lead me to believe that the company will likely underperform their current sales and EPS projections, which leads to them being fairly to slightly overvalued. This on its own means that the company may constitute a poor investment choice, but especially since we may be heading into a recession - the company's shares can underperform the broader market during that time period, which can be bad for investors.With these figures not yet accounting for the already-lackluster reception in China of the new iPhone, I believe that and the aforementioned overall future underperformance means that the company will be seeing a sub-3% average annual growth rate throughout the 2025 time period.Given my earlier points about,1 - Increased sales through telecom companies' incentives means lower gross margins.2 - Increased interest expense, lower interest income, SG&A expenses and R&D expenses means that the profit margin will be lower than in previous years.3 - Lower than projected sales growth on the higher margin iPhones means margins will be lower.I believe that the company's EPS growth rate will be lower than sales growth rate. Here are the current projections for reference:Comparing these EPS figures to the growth in sales and slightly overall lower margins means that, I believe, the company is likely to report low single-digit EPS growth over the coming time period through 2025 and is likely to report, if all else remains the same, a negative EPS growth rate in 2025.Conclusion - AvoidingThe company, based on the aforementioned EPS projections, is trading at a forward price to earnings multiple of between 21x to 25x over the time period. This is overvaluing the company if their true growth rate is around the 2% to 3% mark through 2025, in my opinion.This means that the company is likely slightly overvalued at current levels, and we shouldn't expect them to make any material gains in share price over the next 2-3 years. Since I believe this will be the case, I am shifting my bullish long-term stance on the company to a neutral one and have been shedding shares over the past few days and will continue to do so throughout the coming weeks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":268,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":115239635,"gmtCreate":1622995553327,"gmtModify":1704194185692,"author":{"id":"3578825237066036","authorId":"3578825237066036","name":"rayguy","avatar":"https://static.tigerbbs.com/014543af7576ed5edbcbdeffd50f27eb","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3578825237066036","idStr":"3578825237066036"},"themes":[],"htmlText":"Niceeee","listText":"Niceeee","text":"Niceeee","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/115239635","repostId":"1106312903","repostType":4,"repost":{"id":"1106312903","pubTimestamp":1622855773,"share":"https://ttm.financial/m/news/1106312903?lang=&edition=fundamental","pubTime":"2021-06-05 09:16","market":"us","language":"en","title":"U.S. IPO Week Ahead: Digital Payments, Mental Health Services, And More In A Diverse 8 IPO","url":"https://stock-news.laohu8.com/highlight/detail?id=1106312903","media":"Renaissance Capital","summary":"Summary\n\nEight IPOs are currently slated to raise $3.7 billion, featuring digital payments, mental h","content":"<p><b>Summary</b></p>\n<ul>\n <li>Eight IPOs are currently slated to raise $3.7 billion, featuring digital payments, mental health services, and more.</li>\n <li>Payments platform Marqeta plans to raise $1.0 billion at a $12.4 billion market cap.</li>\n <li>Chinese online recruitment platform Kanzhun plans to raise $864 million at an $8.2 billion market cap.</li>\n</ul>\n<p>Eight IPOs are currently slated to raise $3.7 billion, featuring digital payments, mental health services, and more.</p>\n<p>Payments platform&nbsp;<b>Marqeta</b>(MQ) plans to raise $1.0 billion at a $12.4 billion market cap. The company's platform allows businesses to launch and manage their own card programs, issue cards to their customers or end users, and authorize and settle transactions. Marqeta is fast growing and counts names like Affirm (AFRM) and DoorDash (DASH) among its customers.</p>\n<p>Chinese online recruitment platform&nbsp;<b>Kanzhun</b>(BZ) plans to raise $864 million at an $8.2 billion market cap. Kanzhun's core product, BOSS Zhipin, is a mobile-native platform that promotes direct chats between job seekers and enterprise clients. The company claims it was the largest online recruitment platform in China by MAUs in 2020.</p>\n<p>Mental health services provider&nbsp;<b>LifeStance Health</b>(LFST) plans to raise $640 million at a $6.1 billion market cap. LifeStance states that it has built one of the nation's largest outpatient mental health platforms, employing over 3,300 licensed mental health clinicians across 73 MSAs in 27 states as of March 31, 2021. The company has demonstrated growth, though EBIT turned negative in the 1Q21.</p>\n<p>Israel’s&nbsp;<b>monday.com</b>(MNDY) plans to raise $490 million at a $6.8 billion market cap. monday.com allows organizations to easily build software applications and work management tools that fit their needs. As of March 31, 2021, it served nearly 128,000 customers across over 200 industries in more than 190 countries. Salesforce and Zoom plan to invest a combined $150 million in a concurrent private placement.</p>\n<p>BPO vendor&nbsp;<b>TaskUs</b>(TASK) plans to raise $304 million at a $2.5 billion market cap. TaskUs is a digital business services outsourcer, providing digital customer experience services, content security services, and artificial intelligence operations. Profitable with strong growth, the company had over 100 clients as of December 31, 2020.</p>\n<p>Data-driven marketing platform&nbsp;<b>Zeta Global</b>(ZETA) plans to raise $250 million at a $2.1 billion market cap. The company’s Zeta Marketing Platform uses identity data to target, connect, and engage consumers across email, social media, web, chat, connected TV, video, and other channels. Zeta is profitable and serves more than 1,000 customers, delivering roughly 500 million ad impressions in 2020.</p>\n<p>Online luxury goods marketplace&nbsp;<b>1stDibs</b>(DIBS) plans to raise $112 million at a $773 million market cap. 1stDibs connects buyers and sellers of vintage, antique, and contemporary furniture, home decor, jewelry, watches, art, and fashion. In 2020, the marketplace had more than 58,000 buyers who had made a purchase in the past year, with an average aggregate purchase per year of over $5,500.</p>\n<p>Chinese online tutoring platform&nbsp;<b>Zhangmen Education</b>(ZME) plans to raise $43 million at a $1.9 billion market cap. Zhangmen Education states that it has been the largest online K-12 tutoring service provider in China by revenue since 2017, claiming a 32% market share in 2020.</p>\n<p><img src=\"https://static.tigerbbs.com/d771f02e44d9d489ff772f1577280332\" tg-width=\"945\" tg-height=\"666\"></p>\n<p>Street research is expected for six companies, and lock-up periods will be expiring for up to 11 companies.</p>\n<p><b>IPO Market Snapshot</b></p>\n<p>The Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 6/3/21, the Renaissance IPO Index was down 6.0% year-to-date, while the S&amp;P 500 was up 11.6%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Zoom Video (ZM) and Uber (UBER). The Renaissance International IPO Index was down 1.1% year-to-date, while the ACWX was up 10.5%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Nexi and EQT Partners.</p>","source":"lsy1603787993745","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. IPO Week Ahead: Digital Payments, Mental Health Services, And More In A Diverse 8 IPO</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. IPO Week Ahead: Digital Payments, Mental Health Services, And More In A Diverse 8 IPO\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-05 09:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.renaissancecapital.com/IPO-Center/News/82421/US-IPO-Week-Ahead-Digital-payments-mental-health-services-and-more-in-a-div><strong>Renaissance Capital</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nEight IPOs are currently slated to raise $3.7 billion, featuring digital payments, mental health services, and more.\nPayments platform Marqeta plans to raise $1.0 billion at a $12.4 billion ...</p>\n\n<a href=\"https://www.renaissancecapital.com/IPO-Center/News/82421/US-IPO-Week-Ahead-Digital-payments-mental-health-services-and-more-in-a-div\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯","ZETA":"Zeta Global Holdings Corp.","LFST":"LifeStance Health Group, Inc.",".IXIC":"NASDAQ Composite","ZME":"掌门教育","DIBS":"1stdibs.com Inc.","MQ":"Marqeta, Inc.","BZ":"BOSS直聘",".SPX":"S&P 500 Index","TASK":"TaskUs Inc.","MNDY":"Monday.com Ltd."},"source_url":"https://www.renaissancecapital.com/IPO-Center/News/82421/US-IPO-Week-Ahead-Digital-payments-mental-health-services-and-more-in-a-div","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106312903","content_text":"Summary\n\nEight IPOs are currently slated to raise $3.7 billion, featuring digital payments, mental health services, and more.\nPayments platform Marqeta plans to raise $1.0 billion at a $12.4 billion market cap.\nChinese online recruitment platform Kanzhun plans to raise $864 million at an $8.2 billion market cap.\n\nEight IPOs are currently slated to raise $3.7 billion, featuring digital payments, mental health services, and more.\nPayments platform Marqeta(MQ) plans to raise $1.0 billion at a $12.4 billion market cap. The company's platform allows businesses to launch and manage their own card programs, issue cards to their customers or end users, and authorize and settle transactions. Marqeta is fast growing and counts names like Affirm (AFRM) and DoorDash (DASH) among its customers.\nChinese online recruitment platform Kanzhun(BZ) plans to raise $864 million at an $8.2 billion market cap. Kanzhun's core product, BOSS Zhipin, is a mobile-native platform that promotes direct chats between job seekers and enterprise clients. The company claims it was the largest online recruitment platform in China by MAUs in 2020.\nMental health services provider LifeStance Health(LFST) plans to raise $640 million at a $6.1 billion market cap. LifeStance states that it has built one of the nation's largest outpatient mental health platforms, employing over 3,300 licensed mental health clinicians across 73 MSAs in 27 states as of March 31, 2021. The company has demonstrated growth, though EBIT turned negative in the 1Q21.\nIsrael’s monday.com(MNDY) plans to raise $490 million at a $6.8 billion market cap. monday.com allows organizations to easily build software applications and work management tools that fit their needs. As of March 31, 2021, it served nearly 128,000 customers across over 200 industries in more than 190 countries. Salesforce and Zoom plan to invest a combined $150 million in a concurrent private placement.\nBPO vendor TaskUs(TASK) plans to raise $304 million at a $2.5 billion market cap. TaskUs is a digital business services outsourcer, providing digital customer experience services, content security services, and artificial intelligence operations. Profitable with strong growth, the company had over 100 clients as of December 31, 2020.\nData-driven marketing platform Zeta Global(ZETA) plans to raise $250 million at a $2.1 billion market cap. The company’s Zeta Marketing Platform uses identity data to target, connect, and engage consumers across email, social media, web, chat, connected TV, video, and other channels. Zeta is profitable and serves more than 1,000 customers, delivering roughly 500 million ad impressions in 2020.\nOnline luxury goods marketplace 1stDibs(DIBS) plans to raise $112 million at a $773 million market cap. 1stDibs connects buyers and sellers of vintage, antique, and contemporary furniture, home decor, jewelry, watches, art, and fashion. In 2020, the marketplace had more than 58,000 buyers who had made a purchase in the past year, with an average aggregate purchase per year of over $5,500.\nChinese online tutoring platform Zhangmen Education(ZME) plans to raise $43 million at a $1.9 billion market cap. Zhangmen Education states that it has been the largest online K-12 tutoring service provider in China by revenue since 2017, claiming a 32% market share in 2020.\n\nStreet research is expected for six companies, and lock-up periods will be expiring for up to 11 companies.\nIPO Market Snapshot\nThe Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 6/3/21, the Renaissance IPO Index was down 6.0% year-to-date, while the S&P 500 was up 11.6%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Zoom Video (ZM) and Uber (UBER). The Renaissance International IPO Index was down 1.1% year-to-date, while the ACWX was up 10.5%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Nexi and EQT Partners.","news_type":1},"isVote":1,"tweetType":1,"viewCount":20,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":110510890,"gmtCreate":1622467969710,"gmtModify":1704184830073,"author":{"id":"3578825237066036","authorId":"3578825237066036","name":"rayguy","avatar":"https://static.tigerbbs.com/014543af7576ed5edbcbdeffd50f27eb","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3578825237066036","idStr":"3578825237066036"},"themes":[],"htmlText":"Ohhh","listText":"Ohhh","text":"Ohhh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/110510890","repostId":"2139859504","repostType":4,"isVote":1,"tweetType":1,"viewCount":166,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9987626638,"gmtCreate":1667895753525,"gmtModify":1676537981222,"author":{"id":"3578825237066036","authorId":"3578825237066036","name":"rayguy","avatar":"https://static.tigerbbs.com/014543af7576ed5edbcbdeffd50f27eb","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3578825237066036","idStr":"3578825237066036"},"themes":[],"htmlText":"Buy buy buy&nbsp;","listText":"Buy buy buy&nbsp;","text":"Buy buy buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9987626638","repostId":"1188013809","repostType":4,"repost":{"id":"1188013809","pubTimestamp":1667921719,"share":"https://ttm.financial/m/news/1188013809?lang=&edition=fundamental","pubTime":"2022-11-08 23:35","market":"us","language":"en","title":"Palantir Technologies: Another One In Trouble","url":"https://stock-news.laohu8.com/highlight/detail?id=1188013809","media":"Seeking Alpha","summary":"SummaryPalantir Technologies Inc. beat Q3 estimates and reiterated 2022 revenue guidance.However, Pa","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Palantir Technologies Inc. beat Q3 estimates and reiterated 2022 revenue guidance.</li><li>However, Palantir&#39;s Q4 YoY revenue growth is expected to slow to 16%.</li><li>This seems quite aggressive compared to management&#39;s goal of growing Palantir into a $4.5-billion business by 2025.</li><li>As usual, Palantir profitability remains non-existent thanks to the wildly generous stock-based compensation that dilutes shareholder interest.</li><li>Avoid Palantir stock at all costs.</li></ul><p><b>Palantir Q3 results and Q4 outlook were both in line with expectations</b></p><p>Palantir Technologies Inc. (NYSE:PLTR)reported 3Q22revenue of $478 million (+22% YoY), which beat $474 million consensus, while adjusted operating margin of 17% also compared favorably against 11.7% consensus. In Q3, total contract value increased to $1.3 billion and customer count grew 66% YoY. Despite the slower 23% YoY growth in U.S. government revenue, U.S. commercial revenue grew 53% YoY, while the commercial client base increased 124% YoY to 132 customers. Adjusted free cash flow (AFCF) was $37 million in Q3 for an adjusted FCF margin of 7.7%. Management was proud to highlight that this was the 8th consecutive quarter of positive AFCF.</p><p><img src=\"https://static.tigerbbs.com/151320348f53f214f03305b0df96ffa7\" tg-width=\"873\" tg-height=\"632\" referrerpolicy=\"no-referrer\"/></p><p>ConsensusGuru</p><p>For Q4, management expects revenue of $504 million at the midpoint (+16% YoY) vs. $506 million consensus. This includes a $5 million FX impact, which seems rather minimal compared to most tech companies that derive a substantial portion of revenues from overseas. Palantir&#39;s revenue is largely U.S.-based, hence it is relatively safe from FX headwinds. Q4 adj. operating income is expected to be $79 million at the midpoint, implying an adj. EBIT margin of 15.7% vs. 12.4% consensus.</p><p>While most companies are either reducing outlooks or not providing forward guidance, Palantir actually reiterated its full year 2022 revenue guidance of $1.9 billion, including a small $6 million impact from FX headwinds. On the surface, nothing that Palantir said was out of the ordinary, as Q3 results and Q4 outlook were mostly in-line with expectations.</p><p><b>But why doesn&#39;t the market care?</b></p><p>Shares of Palantir are down 11% despite the company just delivered everything the Street asked for. Why is this happening? The first issue is that investors are uncertain as to how to value the stock given top-line growth is expected to moderate to 16% in Q4 from 22%/26%/31% in Q3/Q2/Q1. Remember that one year ago, Palantir was a company growing its quarterly revenue at well over 40% YoY in an environment where GAAP (growth at any price) was the dominant theme for the investment community. This is no longer the case as the Fed has said many times that rates will stay high until inflation drops to the 2% policy target.</p><p>The recent post-earnings price action (-18%) from another high flyer like Cloudflare, Inc. (NET) has also introduced a spillover effect on many fast-growing yet unprofitable names like Palantir. When earnings are non-existent, there&#39;s really no way of judging the potential price levels at which markets will find valuation support when top-line growth slows down.</p><p>This is where Palantir&#39;s history of zero (or negative) profitability becomes a major problem, as the company has struggled to make money over the past 19 years. While management talked about terms like adjusted operating margin and free cash flow, these figures appear positive only because management wants analysts to add back a list of financial shenanigans. Stock-based compensation (SBC) is the magic number that could make the company &#34;profitable.&#34;</p><p><img src=\"https://static.tigerbbs.com/16e0caa3f6a7da73bf0d90d4b55b7fda\" tg-width=\"640\" tg-height=\"440\" referrerpolicy=\"no-referrer\"/></p><p>Company data</p><p>In the first 9 months of 2022, Palantir&#39;s reported an actual loss from operations of $143 million (-10% EBIT margin) and net loss of over $400 million (-29% net margin). However, if we simply add back the $450 million in stock-based compensation plus the associated payroll taxes, Palantir is suddenly profitable, with an adjusted operating income of $306 million (22% adj. EBIT margin). Evidently, markets are done with this trick, and it doesn&#39;t require much for investors to understand that SBC is arguably the best way to dilute their financial interest in any business.</p><p><b>What to do with the stock?</b></p><p>Avoid Palantir at all costs. I maintain my Sell rating following my last article published in September. This is a structurally unprofitable business that will do investors more harm than good despite how massive the TAM (total addressable market) may be. The company offers mission-critical software for the U.S. government and corporations in the private sector, but at the end of the day, investors are unlikely to get excited if these activities cannot be carried out at a profit. Let&#39;s also not forget that the CEO&#39;s ambition is to reach $4.5 billion in revenue by 2025, implying a 33% CAGR for Palantir in the next 3 years after 2022.</p><p>With Palantir growth decelerating to just 16% in 4Q22 and potential uncertainty in federal spending in 2023, it&#39;ll be a painful process when expectations receive further adjustments to come in line with reality.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir Technologies: Another One In Trouble</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir Technologies: Another One In Trouble\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-08 23:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4554332-palantir-technologies-another-one-in-trouble><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir Technologies Inc. beat Q3 estimates and reiterated 2022 revenue guidance.However, Palantir's Q4 YoY revenue growth is expected to slow to 16%.This seems quite aggressive compared to ...</p>\n\n<a href=\"https://seekingalpha.com/article/4554332-palantir-technologies-another-one-in-trouble\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4554332-palantir-technologies-another-one-in-trouble","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188013809","content_text":"SummaryPalantir Technologies Inc. beat Q3 estimates and reiterated 2022 revenue guidance.However, Palantir's Q4 YoY revenue growth is expected to slow to 16%.This seems quite aggressive compared to management's goal of growing Palantir into a $4.5-billion business by 2025.As usual, Palantir profitability remains non-existent thanks to the wildly generous stock-based compensation that dilutes shareholder interest.Avoid Palantir stock at all costs.Palantir Q3 results and Q4 outlook were both in line with expectationsPalantir Technologies Inc. (NYSE:PLTR)reported 3Q22revenue of $478 million (+22% YoY), which beat $474 million consensus, while adjusted operating margin of 17% also compared favorably against 11.7% consensus. In Q3, total contract value increased to $1.3 billion and customer count grew 66% YoY. Despite the slower 23% YoY growth in U.S. government revenue, U.S. commercial revenue grew 53% YoY, while the commercial client base increased 124% YoY to 132 customers. Adjusted free cash flow (AFCF) was $37 million in Q3 for an adjusted FCF margin of 7.7%. Management was proud to highlight that this was the 8th consecutive quarter of positive AFCF.ConsensusGuruFor Q4, management expects revenue of $504 million at the midpoint (+16% YoY) vs. $506 million consensus. This includes a $5 million FX impact, which seems rather minimal compared to most tech companies that derive a substantial portion of revenues from overseas. Palantir's revenue is largely U.S.-based, hence it is relatively safe from FX headwinds. Q4 adj. operating income is expected to be $79 million at the midpoint, implying an adj. EBIT margin of 15.7% vs. 12.4% consensus.While most companies are either reducing outlooks or not providing forward guidance, Palantir actually reiterated its full year 2022 revenue guidance of $1.9 billion, including a small $6 million impact from FX headwinds. On the surface, nothing that Palantir said was out of the ordinary, as Q3 results and Q4 outlook were mostly in-line with expectations.But why doesn't the market care?Shares of Palantir are down 11% despite the company just delivered everything the Street asked for. Why is this happening? The first issue is that investors are uncertain as to how to value the stock given top-line growth is expected to moderate to 16% in Q4 from 22%/26%/31% in Q3/Q2/Q1. Remember that one year ago, Palantir was a company growing its quarterly revenue at well over 40% YoY in an environment where GAAP (growth at any price) was the dominant theme for the investment community. This is no longer the case as the Fed has said many times that rates will stay high until inflation drops to the 2% policy target.The recent post-earnings price action (-18%) from another high flyer like Cloudflare, Inc. (NET) has also introduced a spillover effect on many fast-growing yet unprofitable names like Palantir. When earnings are non-existent, there's really no way of judging the potential price levels at which markets will find valuation support when top-line growth slows down.This is where Palantir's history of zero (or negative) profitability becomes a major problem, as the company has struggled to make money over the past 19 years. While management talked about terms like adjusted operating margin and free cash flow, these figures appear positive only because management wants analysts to add back a list of financial shenanigans. Stock-based compensation (SBC) is the magic number that could make the company \"profitable.\"Company dataIn the first 9 months of 2022, Palantir's reported an actual loss from operations of $143 million (-10% EBIT margin) and net loss of over $400 million (-29% net margin). However, if we simply add back the $450 million in stock-based compensation plus the associated payroll taxes, Palantir is suddenly profitable, with an adjusted operating income of $306 million (22% adj. EBIT margin). Evidently, markets are done with this trick, and it doesn't require much for investors to understand that SBC is arguably the best way to dilute their financial interest in any business.What to do with the stock?Avoid Palantir at all costs. I maintain my Sell rating following my last article published in September. This is a structurally unprofitable business that will do investors more harm than good despite how massive the TAM (total addressable market) may be. The company offers mission-critical software for the U.S. government and corporations in the private sector, but at the end of the day, investors are unlikely to get excited if these activities cannot be carried out at a profit. Let's also not forget that the CEO's ambition is to reach $4.5 billion in revenue by 2025, implying a 33% CAGR for Palantir in the next 3 years after 2022.With Palantir growth decelerating to just 16% in 4Q22 and potential uncertainty in federal spending in 2023, it'll be a painful process when expectations receive further adjustments to come in line with reality.","news_type":1},"isVote":1,"tweetType":1,"viewCount":168,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":199854741,"gmtCreate":1620696536983,"gmtModify":1704346876734,"author":{"id":"3578825237066036","authorId":"3578825237066036","name":"rayguy","avatar":"https://static.tigerbbs.com/014543af7576ed5edbcbdeffd50f27eb","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3578825237066036","idStr":"3578825237066036"},"themes":[],"htmlText":"Shit","listText":"Shit","text":"Shit","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/199854741","repostId":"2134551566","repostType":4,"repost":{"id":"2134551566","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":1620678383,"share":"https://ttm.financial/m/news/2134551566?lang=&edition=fundamental","pubTime":"2021-05-11 04:26","market":"us","language":"en","title":"Wall Street closes lower as inflation fears prompt tech sell-off","url":"https://stock-news.laohu8.com/highlight/detail?id=2134551566","media":"Reuters","summary":"* Electric vehicle shares drop after Workhorse miss. * Indexes down: Dow 0.10%, S&P 1.04%, Nasdaq 2.55%. NEW YORK, May 10  - Wall Street closed lower on Monday as inflation jitters drove investors away from market-leading growth stocks in favor of cyclicals, which stand to benefit most as the economy reopens.Industrial and healthcare shares limited the Dow's decline but the blue-chip average reversed course late in the session to snap a three-day streak of record closing highs.\"The market leader","content":"<p>* Electric vehicle shares drop after Workhorse miss</p><p>* Rising commodity prices fuel inflation concerns</p><p>* Tech-related stocks pull Nasdaq lower</p><p>* Indexes down: Dow 0.10%, S&amp;P 1.04%, Nasdaq 2.55%</p><p>NEW YORK, May 10 (Reuters) - Wall Street closed lower on Monday as inflation jitters drove investors away from market-leading growth stocks in favor of cyclicals, which stand to benefit most as the economy reopens.</p><p>Industrial and healthcare shares limited the Dow's decline but the blue-chip average reversed course late in the session to snap a three-day streak of record closing highs.</p><p>\"The market leadership is not doing all that well this year,\" said Paul Nolte, portfolio manager at Kingsview Asset Management in Chicago. \"There's been a general rotation away from growth to other parts of the market.\"</p><p>A demand resurgence is colliding with strained supply of basic materials, helping to fuel inflation worries.</p><p>\"Once the supply lines are rebuilt this will go away. But it's going to take some time,\" Nolte added. \"It's different from flipping on a light switch.\"</p><p>The break-even rate on five-year and 10-year U.S. Treasury Inflation-Protected Securities <a href=\"https://laohu8.com/S/TIPS\">$(TIPS)$</a> touched their highest levels since 2011 and 2013, respectively.</p><p>\"There's still some push and pull as to whether the market believes inflation is transitory or something that's going to stick around,\" Nolte said.</p><p>Inflation concerns will be in the minds of investors when the Labor Department releases its latest CPI report on Wednesday.</p><p>A shutdown to halt a ransomware attack on the Colonial Pipeline entered its fourth day, hobbling a network which transports nearly half of the East Coast's fuel supplies.</p><p>The Dow Jones Industrial Average&nbsp;fell 34.94 points, or 0.1%, to 34,742.82, the S&amp;P 500&nbsp;lost 44.17 points, or 1.04%, to 4,188.43 and the Nasdaq Composite&nbsp;dropped 350.38 points, or 2.55%, to 13,401.86.</p><p>Of the 11 major sectors in the S&amp;P 500, six closed red. Tech was the biggest loser, sliding 2.5%.</p><p>First-quarter reporting season has entered the home stretch, with 439 of the companies in the S&amp;P 500 having reported as of Friday. Of those, 87% have beaten consensus expectations, according to Refinitiv IBES.</p><p>Analysts now see year-on-year S&amp;P earnings growth of 50.4% on aggregate, more than double the rate forecast at the beginning of April and significantly better than the 16% first-quarter growth expected on January 1, per Refinitiv</p><p>Hotel operator Marriott International Inc&nbsp;missed quarterly profit and revenue expectations due to weak U.S. bookings which offset a rebound in China. Its shares fell 4.1%.</p><p>After the bell, its rival Wynn Resorts Ltd&nbsp;missed quarterly earnings and revenue estimates. Its shares were up in after-hours trading.</p><p>Electric vehicle stocks put on the brakes, with Tesla Inc&nbsp;down 6.4% and Fisker&nbsp;off 9.0% after Workhorse Group    missed quarterly revenue expectations. Workhorse lost 14.9% on the day.</p><p>FireEye&nbsp;rose 1.2% after industry sources identified the cybersecurity firm as among those helping Colonial Pipeline recover from the recent cyberattack.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 1.88-to-1 ratio; on Nasdaq, a 3.24-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 223 new 52-week highs and no new lows; the Nasdaq Composite recorded 208 new highs and 148 new lows.</p><p>Volume on U.S. exchanges was 10.97 billion shares, compared with the 10.20 billion average over the last 20 trading days.</p><p><b>Here are</b>&nbsp;<b>company's financial statements</b></p><p><a href=\"https://laohu8.com/NW/2134656364\" target=\"_blank\">Occidental Petroleum loss narrows as crude prices rebound</a></p><p><a href=\"https://laohu8.com/NW/2134406655\" target=\"_blank\">Affirm beats on revenue, sees early recovery in travel spending</a></p><p><a href=\"https://laohu8.com/NW/2134439656\" target=\"_blank\">Yalla Group Ltd QTRLY Earnings Per Share $0.11 From Continued Operations</a></p><p><a href=\"https://laohu8.com/NW/2134564536\" target=\"_blank\">TuSimple Holdings EPS beats by $0.01, misses on revenue</a></p><p><a href=\"https://laohu8.com/NW/2134659571\" target=\"_blank\">Novavax Reports Q1 Loss, Tops Revenue Estimates</a></p><p><a href=\"https://laohu8.com/NW/2134995659\" target=\"_blank\">3D Systems Surpasses Q1 Earnings and Revenue Estimates</a></p><p><a href=\"https://laohu8.com/NW/1145839299\" target=\"_blank\">Virgin Galactic shares fall after another quarterly loss, no date set for next spaceflight test</a></p><p><a href=\"https://laohu8.com/NW/1169419141\" target=\"_blank\">Roblox revenue grows 140% in first earnings report since company went public</a></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall Street closes lower as inflation fears prompt tech sell-off</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; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall Street closes lower as inflation fears prompt tech sell-off\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-05-11 04:26</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>* Electric vehicle shares drop after Workhorse miss</p><p>* Rising commodity prices fuel inflation concerns</p><p>* Tech-related stocks pull Nasdaq lower</p><p>* Indexes down: Dow 0.10%, S&amp;P 1.04%, Nasdaq 2.55%</p><p>NEW YORK, May 10 (Reuters) - Wall Street closed lower on Monday as inflation jitters drove investors away from market-leading growth stocks in favor of cyclicals, which stand to benefit most as the economy reopens.</p><p>Industrial and healthcare shares limited the Dow's decline but the blue-chip average reversed course late in the session to snap a three-day streak of record closing highs.</p><p>\"The market leadership is not doing all that well this year,\" said Paul Nolte, portfolio manager at Kingsview Asset Management in Chicago. \"There's been a general rotation away from growth to other parts of the market.\"</p><p>A demand resurgence is colliding with strained supply of basic materials, helping to fuel inflation worries.</p><p>\"Once the supply lines are rebuilt this will go away. But it's going to take some time,\" Nolte added. \"It's different from flipping on a light switch.\"</p><p>The break-even rate on five-year and 10-year U.S. Treasury Inflation-Protected Securities <a href=\"https://laohu8.com/S/TIPS\">$(TIPS)$</a> touched their highest levels since 2011 and 2013, respectively.</p><p>\"There's still some push and pull as to whether the market believes inflation is transitory or something that's going to stick around,\" Nolte said.</p><p>Inflation concerns will be in the minds of investors when the Labor Department releases its latest CPI report on Wednesday.</p><p>A shutdown to halt a ransomware attack on the Colonial Pipeline entered its fourth day, hobbling a network which transports nearly half of the East Coast's fuel supplies.</p><p>The Dow Jones Industrial Average&nbsp;fell 34.94 points, or 0.1%, to 34,742.82, the S&amp;P 500&nbsp;lost 44.17 points, or 1.04%, to 4,188.43 and the Nasdaq Composite&nbsp;dropped 350.38 points, or 2.55%, to 13,401.86.</p><p>Of the 11 major sectors in the S&amp;P 500, six closed red. Tech was the biggest loser, sliding 2.5%.</p><p>First-quarter reporting season has entered the home stretch, with 439 of the companies in the S&amp;P 500 having reported as of Friday. Of those, 87% have beaten consensus expectations, according to Refinitiv IBES.</p><p>Analysts now see year-on-year S&amp;P earnings growth of 50.4% on aggregate, more than double the rate forecast at the beginning of April and significantly better than the 16% first-quarter growth expected on January 1, per Refinitiv</p><p>Hotel operator Marriott International Inc&nbsp;missed quarterly profit and revenue expectations due to weak U.S. bookings which offset a rebound in China. Its shares fell 4.1%.</p><p>After the bell, its rival Wynn Resorts Ltd&nbsp;missed quarterly earnings and revenue estimates. Its shares were up in after-hours trading.</p><p>Electric vehicle stocks put on the brakes, with Tesla Inc&nbsp;down 6.4% and Fisker&nbsp;off 9.0% after Workhorse Group    missed quarterly revenue expectations. Workhorse lost 14.9% on the day.</p><p>FireEye&nbsp;rose 1.2% after industry sources identified the cybersecurity firm as among those helping Colonial Pipeline recover from the recent cyberattack.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 1.88-to-1 ratio; on Nasdaq, a 3.24-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 223 new 52-week highs and no new lows; the Nasdaq Composite recorded 208 new highs and 148 new lows.</p><p>Volume on U.S. exchanges was 10.97 billion shares, compared with the 10.20 billion average over the last 20 trading days.</p><p><b>Here are</b>&nbsp;<b>company's financial statements</b></p><p><a href=\"https://laohu8.com/NW/2134656364\" target=\"_blank\">Occidental Petroleum loss narrows as crude prices rebound</a></p><p><a href=\"https://laohu8.com/NW/2134406655\" target=\"_blank\">Affirm beats on revenue, sees early recovery in travel spending</a></p><p><a href=\"https://laohu8.com/NW/2134439656\" target=\"_blank\">Yalla Group Ltd QTRLY Earnings Per Share $0.11 From Continued Operations</a></p><p><a href=\"https://laohu8.com/NW/2134564536\" target=\"_blank\">TuSimple Holdings EPS beats by $0.01, misses on revenue</a></p><p><a href=\"https://laohu8.com/NW/2134659571\" target=\"_blank\">Novavax Reports Q1 Loss, Tops Revenue Estimates</a></p><p><a href=\"https://laohu8.com/NW/2134995659\" target=\"_blank\">3D Systems Surpasses Q1 Earnings and Revenue Estimates</a></p><p><a href=\"https://laohu8.com/NW/1145839299\" target=\"_blank\">Virgin Galactic shares fall after another quarterly loss, no date set for next spaceflight test</a></p><p><a href=\"https://laohu8.com/NW/1169419141\" target=\"_blank\">Roblox revenue grows 140% in first earnings report since company went public</a></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2134551566","content_text":"* Electric vehicle shares drop after Workhorse miss* Rising commodity prices fuel inflation concerns* Tech-related stocks pull Nasdaq lower* Indexes down: Dow 0.10%, S&P 1.04%, Nasdaq 2.55%NEW YORK, May 10 (Reuters) - Wall Street closed lower on Monday as inflation jitters drove investors away from market-leading growth stocks in favor of cyclicals, which stand to benefit most as the economy reopens.Industrial and healthcare shares limited the Dow's decline but the blue-chip average reversed course late in the session to snap a three-day streak of record closing highs.\"The market leadership is not doing all that well this year,\" said Paul Nolte, portfolio manager at Kingsview Asset Management in Chicago. \"There's been a general rotation away from growth to other parts of the market.\"A demand resurgence is colliding with strained supply of basic materials, helping to fuel inflation worries.\"Once the supply lines are rebuilt this will go away. But it's going to take some time,\" Nolte added. \"It's different from flipping on a light switch.\"The break-even rate on five-year and 10-year U.S. Treasury Inflation-Protected Securities $(TIPS)$ touched their highest levels since 2011 and 2013, respectively.\"There's still some push and pull as to whether the market believes inflation is transitory or something that's going to stick around,\" Nolte said.Inflation concerns will be in the minds of investors when the Labor Department releases its latest CPI report on Wednesday.A shutdown to halt a ransomware attack on the Colonial Pipeline entered its fourth day, hobbling a network which transports nearly half of the East Coast's fuel supplies.The Dow Jones Industrial Average fell 34.94 points, or 0.1%, to 34,742.82, the S&P 500 lost 44.17 points, or 1.04%, to 4,188.43 and the Nasdaq Composite dropped 350.38 points, or 2.55%, to 13,401.86.Of the 11 major sectors in the S&P 500, six closed red. Tech was the biggest loser, sliding 2.5%.First-quarter reporting season has entered the home stretch, with 439 of the companies in the S&P 500 having reported as of Friday. Of those, 87% have beaten consensus expectations, according to Refinitiv IBES.Analysts now see year-on-year S&P earnings growth of 50.4% on aggregate, more than double the rate forecast at the beginning of April and significantly better than the 16% first-quarter growth expected on January 1, per RefinitivHotel operator Marriott International Inc missed quarterly profit and revenue expectations due to weak U.S. bookings which offset a rebound in China. Its shares fell 4.1%.After the bell, its rival Wynn Resorts Ltd missed quarterly earnings and revenue estimates. Its shares were up in after-hours trading.Electric vehicle stocks put on the brakes, with Tesla Inc down 6.4% and Fisker off 9.0% after Workhorse Group    missed quarterly revenue expectations. Workhorse lost 14.9% on the day.FireEye rose 1.2% after industry sources identified the cybersecurity firm as among those helping Colonial Pipeline recover from the recent cyberattack.Declining issues outnumbered advancing ones on the NYSE by a 1.88-to-1 ratio; on Nasdaq, a 3.24-to-1 ratio favored decliners.The S&P 500 posted 223 new 52-week highs and no new lows; the Nasdaq Composite recorded 208 new highs and 148 new lows.Volume on U.S. exchanges was 10.97 billion shares, compared with the 10.20 billion average over the last 20 trading days.Here are company's financial statementsOccidental Petroleum loss narrows as crude prices reboundAffirm beats on revenue, sees early recovery in travel spendingYalla Group Ltd QTRLY Earnings Per Share $0.11 From Continued OperationsTuSimple Holdings EPS beats by $0.01, misses on revenueNovavax Reports Q1 Loss, Tops Revenue Estimates3D Systems Surpasses Q1 Earnings and Revenue EstimatesVirgin Galactic shares fall after another quarterly loss, no date set for next spaceflight testRoblox revenue grows 140% in first earnings report since company went public","news_type":1},"isVote":1,"tweetType":1,"viewCount":174,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":136499704,"gmtCreate":1622033917308,"gmtModify":1704178189508,"author":{"id":"3578825237066036","authorId":"3578825237066036","name":"rayguy","avatar":"https://static.tigerbbs.com/014543af7576ed5edbcbdeffd50f27eb","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3578825237066036","idStr":"3578825237066036"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/136499704","repostId":"2138117769","repostType":4,"repost":{"id":"2138117769","pubTimestamp":1622033700,"share":"https://ttm.financial/m/news/2138117769?lang=&edition=fundamental","pubTime":"2021-05-26 20:55","market":"us","language":"en","title":"Disrupters Are Driving the Car Market","url":"https://stock-news.laohu8.com/highlight/detail?id=2138117769","media":"Kiplinger","summary":"When I was 9, my grandfather gave me a present: my first share of stock. It was a gorgeous, embossed","content":"<p>When I was 9, my grandfather gave me a present: my first share of stock. It was a gorgeous, embossed certificate issued by the Ford Motor (F), which had just gone public on January 18, 1956, at $64.50 a share.</p><p>In 1988, I decided to sell my share, which after splits had become many shares worth $828. Selling at the time turned out to be a good idea. Ford shares peaked in 1999.</p><p>But don’t count Ford out. The drop in revenues from the pandemic was not as bad as expected, and over the past 12 months, the stock has returned 143%; General Motors (GM)&nbsp;has returned 162%.</p><p>Ford and GM, two stodgy companies that have been selling pretty much the same product for more than a century, have felt the shock of an earthshaking disruption of their industry. It's a case of respond or die, and the two companies have responded, though a bit late.</p><p><i>Disruptive innovation</i> is a term coined in 1995 by Harvard Business School professor Clayton Christensen. Most people use the shorthand <i>disruption</i> to mean a general shake-up in an industry. But Christensen, who died last year, had a more precise definition: \"a process whereby a smaller company with fewer resources is able to successfully challenge established incumbent businesses.\"</p><p>While the incumbents are focused on gradually improving their products to satisfy traditional customers, disrupters target \"overlooked segments, gaining a foothold,\"&nbsp;Christensen wrote.</p><p>Incumbents ignore disrupters because those segments are small or unprofitable. The disrupters then expand their offerings, \"delivering the performance that incumbents'&nbsp;mainstream customers require, while preserving the advantages that drove their early success.\"&nbsp;When mainstream customers start adopting the disrupters'&nbsp;products \"in volume,\"&nbsp;you've got real disruption.</p><h2>Tesla: A Model Disrupter</h2><p>A model disrupter.<b> </b>An upstart called Tesla Motors, now just <b>Tesla </b>(TSLA), fits the Christensen model. The company was launched in 2003, released its first plug-in electric car five years later, and went public two years after that. Elon Musk took his earnings as cofounder of <a href=\"https://laohu8.com/S/PYPL\">PayPal</a> Holdings (PYPL)&nbsp;and became an early investor in Tesla; in 2008, he became CEO.</p><p>In 2015, when Christensen’s article from which I'm quoting appeared in the <i>Harvard Business Review, </i>Tesla had two models and it sold 50,000 cars. Sales doubled in two years and reached 500,000 in 2020; this year, the forecast is 800,000 vehicles.</p><p>Tesla is by far the largest global electric vehicle maker, manufacturing four models, including <a href=\"https://laohu8.com/S/AONE\">one</a> with a list price of only $40,120. It's working on a beautiful long-haul truck. Holding Tesla back from even more sales this year is a pandemic-induced shortage of microchips, which should be temporary.</p><p>The incumbents have responded. Last year, Ford said it would invest $11.5 billion in electric vehicles through 2022, producing a zero-emissions Mustang and F-150 truck. In January, GM announced it would phase out petroleum-fueled vehicles and sell only cars and trucks that produce zero emissions.</p><p>I was not a Tesla believer years ago, but I am now. Tesla is still small ($32 billion in revenues last year, compared with GM's $122 billion) and unprofitable. An investment in Bitcoin and sales of regulatory credits to internal-combustion-engine carmakers saved Tesla from showing a loss in the most recent quarter.</p><p>Stocks, however, are priced according to expectations, not history, and Tesla's future looks spectacular. In late 2019, Teslas started rolling out of a $2 billion factory in Shanghai, and in April the company announced a $1 billion factory in Austin, Texas.</p><p>Musk forecasts that Tesla's U.S. market share will rise from 2% today to 10% in 2025, and analysts at <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> project that the company's manufacturing capacity will reach 5.5 million vehicles by 2030. That compares favorably with GM's 6.8 million in 2020.</p><p>Tesla's stock price has become more attractive lately, dropping more than 20% from its January peak, partly because of the chip shortage. Its market capitalization (shares outstanding times price) is $647 billion, or nearly twice as much as GM, Ford and Toyota Motor (TM) combined. In fact, Tesla is the seventh-largest U.S. company by market cap, after five tech giants and Berkshire Hathaway (BRK.B); it's bigger than Walmart (WMT) and JPMorgan Chase (JPM).</p><p>Is this crazy?</p><p>I don't think so. The global auto market is estimated to grow to $9 trillion by 2030.</p><h2>11 More Automotive Innovators</h2><p>Tech is the ignition. Tesla is not the only vehicle disrupter. Technology is front and center in the sector. Small, innovative companies abound, most of them still private. But there are good stocks to buy. One of the largest is the dominant ride-hailing company, <b>Uber</b> (UBER), with a market cap of about $90 billion.</p><p><img src=\"https://s.yimg.com/uu/api/res/1.2/8A8Qem2IIJaPSIq.9gLx9w--/cT03NTthcHBpZD15dmlkZW9mZWVkczs-/https://media.zenfs.com/en/kiplinger.com/17e6181ced6ec8ec65324c7cf5b6315e\" tg-width=\"845\" tg-height=\"426\" referrerpolicy=\"no-referrer\"></p><p>SOURCE: Morningstar</p><p><b>Veoneer</b>&nbsp;(VNE) is a Swedish company that makes automobile-mounted cameras, systems that assist night driving and other navigation electronics. Sales were hit last year by the pandemic, and the stock trades at less than half its 2018 high.</p><p>Another attractive Swedish firm, <b>Autoliv</b> (ALV), makes auto-safety systems for the global auto industry. Autoliv has been consistently profitable, with a stock that's up by more than half this year. <b>Aptiv</b> (APTV), an Irish maker of sophisticated vehicle electronics, is also highly profitable, with a $38 billion market cap.</p><p>Another company with substantial sales and earnings and a commitment to EVs is <b>BYD</b> (BYDDY), based in Shenzhen, China, with a market cap of $60 billion. BYD (an acronym for “Build Your Dreams”) started as a battery maker and now manufactures electric and internal-combustion vehicles; some of its EVs sell for as little as $9,000. Nearly all of Shenzhen’s 20,000 taxis are BYDs. Part of the appeal of BYD: The stock is down 46% since February, despite consistently rising revenues.</p><p>China is the largest market for EVs, with 1.2 million sales last year. <a href=\"https://laohu8.com/S/TWOA.U\">Two</a> other Chinese manufacturers to note are<b> Li Auto</b> (LI), whose niche is SUVs, and the larger <b>XPeng</b> (XPEV), which makes SUVs and a four-door sport sedan; Xpeng is also in the ride-hailing business. Both stocks are well priced, having fallen by half in less than six months.</p><p>More risky but worth consideration are some early-stage auto-tech firms.<b> Luminar Technologies</b>&nbsp;(LAZR) makes sensors and software that enable autonomous driving. Luminar had only $14 million in sales last year, but its prospects have earned it a market cap of $7 billion.</p><p><b>QuantumScape</b>&nbsp;(QS) is a lithium-ion battery maker with no sales in 2020 but a market cap of $12 billion. <b><a href=\"https://laohu8.com/S/BEEM\">Beam Global</a>&nbsp;</b>(BEEM), with a market cap of just $276 million, specializes in clean-energy charging equipment for EVs; <a href=\"https://laohu8.com/S/AONE.U\">one</a> of its products uses solar power.</p><p>If you prefer a traditional automaker stock, my top choice is <b>Volkswagen&nbsp;</b>(VWAGY), with a dozen brands from seven European countries, including Audi, Bentley and Porsche, plus the truck and bus companies Scania and MAN. VW sold only half as many EVs as Tesla last year, but the demand in Europe is intense, as it will soon be in the U.S.</p>","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>Disrupters Are Driving the Car Market</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\">\nDisrupters Are Driving the Car Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-26 20:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/disrupters-driving-car-market-103000152.html><strong>Kiplinger</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>When I was 9, my grandfather gave me a present: my first share of stock. It was a gorgeous, embossed certificate issued by the Ford Motor (F), which had just gone public on January 18, 1956, at $64.50...</p>\n\n<a href=\"https://finance.yahoo.com/news/disrupters-driving-car-market-103000152.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","GM":"通用汽车","F":"福特汽车"},"source_url":"https://finance.yahoo.com/news/disrupters-driving-car-market-103000152.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2138117769","content_text":"When I was 9, my grandfather gave me a present: my first share of stock. It was a gorgeous, embossed certificate issued by the Ford Motor (F), which had just gone public on January 18, 1956, at $64.50 a share.In 1988, I decided to sell my share, which after splits had become many shares worth $828. Selling at the time turned out to be a good idea. Ford shares peaked in 1999.But don’t count Ford out. The drop in revenues from the pandemic was not as bad as expected, and over the past 12 months, the stock has returned 143%; General Motors (GM) has returned 162%.Ford and GM, two stodgy companies that have been selling pretty much the same product for more than a century, have felt the shock of an earthshaking disruption of their industry. It's a case of respond or die, and the two companies have responded, though a bit late.Disruptive innovation is a term coined in 1995 by Harvard Business School professor Clayton Christensen. Most people use the shorthand disruption to mean a general shake-up in an industry. But Christensen, who died last year, had a more precise definition: \"a process whereby a smaller company with fewer resources is able to successfully challenge established incumbent businesses.\"While the incumbents are focused on gradually improving their products to satisfy traditional customers, disrupters target \"overlooked segments, gaining a foothold,\" Christensen wrote.Incumbents ignore disrupters because those segments are small or unprofitable. The disrupters then expand their offerings, \"delivering the performance that incumbents' mainstream customers require, while preserving the advantages that drove their early success.\" When mainstream customers start adopting the disrupters' products \"in volume,\" you've got real disruption.Tesla: A Model DisrupterA model disrupter. An upstart called Tesla Motors, now just Tesla (TSLA), fits the Christensen model. The company was launched in 2003, released its first plug-in electric car five years later, and went public two years after that. Elon Musk took his earnings as cofounder of PayPal Holdings (PYPL) and became an early investor in Tesla; in 2008, he became CEO.In 2015, when Christensen’s article from which I'm quoting appeared in the Harvard Business Review, Tesla had two models and it sold 50,000 cars. Sales doubled in two years and reached 500,000 in 2020; this year, the forecast is 800,000 vehicles.Tesla is by far the largest global electric vehicle maker, manufacturing four models, including one with a list price of only $40,120. It's working on a beautiful long-haul truck. Holding Tesla back from even more sales this year is a pandemic-induced shortage of microchips, which should be temporary.The incumbents have responded. Last year, Ford said it would invest $11.5 billion in electric vehicles through 2022, producing a zero-emissions Mustang and F-150 truck. In January, GM announced it would phase out petroleum-fueled vehicles and sell only cars and trucks that produce zero emissions.I was not a Tesla believer years ago, but I am now. Tesla is still small ($32 billion in revenues last year, compared with GM's $122 billion) and unprofitable. An investment in Bitcoin and sales of regulatory credits to internal-combustion-engine carmakers saved Tesla from showing a loss in the most recent quarter.Stocks, however, are priced according to expectations, not history, and Tesla's future looks spectacular. In late 2019, Teslas started rolling out of a $2 billion factory in Shanghai, and in April the company announced a $1 billion factory in Austin, Texas.Musk forecasts that Tesla's U.S. market share will rise from 2% today to 10% in 2025, and analysts at Morgan Stanley project that the company's manufacturing capacity will reach 5.5 million vehicles by 2030. That compares favorably with GM's 6.8 million in 2020.Tesla's stock price has become more attractive lately, dropping more than 20% from its January peak, partly because of the chip shortage. Its market capitalization (shares outstanding times price) is $647 billion, or nearly twice as much as GM, Ford and Toyota Motor (TM) combined. In fact, Tesla is the seventh-largest U.S. company by market cap, after five tech giants and Berkshire Hathaway (BRK.B); it's bigger than Walmart (WMT) and JPMorgan Chase (JPM).Is this crazy?I don't think so. The global auto market is estimated to grow to $9 trillion by 2030.11 More Automotive InnovatorsTech is the ignition. Tesla is not the only vehicle disrupter. Technology is front and center in the sector. Small, innovative companies abound, most of them still private. But there are good stocks to buy. One of the largest is the dominant ride-hailing company, Uber (UBER), with a market cap of about $90 billion.SOURCE: MorningstarVeoneer (VNE) is a Swedish company that makes automobile-mounted cameras, systems that assist night driving and other navigation electronics. Sales were hit last year by the pandemic, and the stock trades at less than half its 2018 high.Another attractive Swedish firm, Autoliv (ALV), makes auto-safety systems for the global auto industry. Autoliv has been consistently profitable, with a stock that's up by more than half this year. Aptiv (APTV), an Irish maker of sophisticated vehicle electronics, is also highly profitable, with a $38 billion market cap.Another company with substantial sales and earnings and a commitment to EVs is BYD (BYDDY), based in Shenzhen, China, with a market cap of $60 billion. BYD (an acronym for “Build Your Dreams”) started as a battery maker and now manufactures electric and internal-combustion vehicles; some of its EVs sell for as little as $9,000. Nearly all of Shenzhen’s 20,000 taxis are BYDs. Part of the appeal of BYD: The stock is down 46% since February, despite consistently rising revenues.China is the largest market for EVs, with 1.2 million sales last year. Two other Chinese manufacturers to note are Li Auto (LI), whose niche is SUVs, and the larger XPeng (XPEV), which makes SUVs and a four-door sport sedan; Xpeng is also in the ride-hailing business. Both stocks are well priced, having fallen by half in less than six months.More risky but worth consideration are some early-stage auto-tech firms. Luminar Technologies (LAZR) makes sensors and software that enable autonomous driving. Luminar had only $14 million in sales last year, but its prospects have earned it a market cap of $7 billion.QuantumScape (QS) is a lithium-ion battery maker with no sales in 2020 but a market cap of $12 billion. Beam Global (BEEM), with a market cap of just $276 million, specializes in clean-energy charging equipment for EVs; one of its products uses solar power.If you prefer a traditional automaker stock, my top choice is Volkswagen (VWAGY), with a dozen brands from seven European countries, including Audi, Bentley and Porsche, plus the truck and bus companies Scania and MAN. VW sold only half as many EVs as Tesla last year, but the demand in Europe is intense, as it will soon be in the U.S.","news_type":1},"isVote":1,"tweetType":1,"viewCount":103,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":348404453,"gmtCreate":1617948403072,"gmtModify":1704705186312,"author":{"id":"3578825237066036","authorId":"3578825237066036","name":"rayguy","avatar":"https://static.tigerbbs.com/014543af7576ed5edbcbdeffd50f27eb","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3578825237066036","idStr":"3578825237066036"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/348404453","repostId":"1106480336","repostType":4,"repost":{"id":"1106480336","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":1617948254,"share":"https://ttm.financial/m/news/1106480336?lang=&edition=fundamental","pubTime":"2021-04-09 14:04","market":"hk","language":"en","title":"Exclusive: China set to clear Tencent's $3.5 billion Sogou deal subject to data security conditions: sources","url":"https://stock-news.laohu8.com/highlight/detail?id=1106480336","media":"Reuters","summary":"(Reuters) - China’s antitrust regulator is ready to clear tech giant Tencent Holdings Ltd’s plan to ","content":"<p>(Reuters) - China’s antitrust regulator is ready to clear tech giant Tencent Holdings Ltd’s plan to take the country’s no.3 search engine Sogou private, three people with knowledge of the matter told Reuters, a move that signals the watchdog is willing to wave some deals through even as it ratchets up sector scrutiny.</p><p>The regulator, State Administration of Market Regulation (SAMR), has no objection to the $3.5 billion deal for the 60% of U.S.-listed Sogou that Tencent doesn’t already own, the people said, as long as Tencent is willing to set up a special mechanism to ensure data security - a first for SAMR deal approvals.</p><p>Tencent must also pay a comparatively small fine - 500,000 yuan ($76,000) - for not reporting deals properly for antitrust reviews, two of the people said, in line with past cases for similar violations.</p><p>The move highlights Chinese regulators are still looking to approve merger and acquisition deals in the tech sector, but now with strict conditions after years of a laissez-faire approach. The green light for the closely watched deal will come as a relief for China’s tech sector, reeling from Beijing’s antimonopoly crackdown on home-grown internet giants that culminated weeks after the shelving of fintech firm Ant Group’s $37 billion IPO in November.</p><p>“What SAMR wants is enforcement ... it is not in their interest to kill or actively block a deal,” said one of the people. “They are fine with companies’ actual market-leading status as long as it doesn’t prevent new entry into the market.”</p><p>The people with knowledge of the matter declined to be identified due to the sensitivity of the matter.</p><p>Sogou trails only Baidu and Qihoo 360 in China’s enormous internet search market, according to analytics firm SpeedTest, and is the sole search engine on Tencent’s all-in-one mobile app WeChat, a must-have in everyday life in China. Tencent, China’s biggest video game and social media company, first announced plans to take it private last September.</p><p>Tencent and SAMR did not immediately respond to requests for comments when contacted by Reuters.</p><p>Sogou declined to comment.</p><p><b>DATA CONCERN</b></p><p>One of the areas of heightened scrutiny has been M&amp;A deals in the sector in the recent past, with the regulators taking a dim view of the violation of antitrust rules and, in some cases, data privacy laws.</p><p>The linchpin of the deal approval conditions is meeting the regulator’s requirement on data security - defining who can have what kind of access to the bulk of users’ data and personal information, and how to use that, said the three people.</p><p>A merger of China’s two leading video games streaming sites - Huya and Douyu, both backed by Tencent - is also under review and will need to satisfy similar requirements on data security, said the sources.</p><p>Reuters reported last month that Tencent was having to offer concessions to get approval for its plan to merge the two sites, including giving up exclusivity on some of its content rights.</p><p>After the merger, Huya and Douyu will need to set up a firewall in-between and cannot share user data and information to each other, two of the people said.</p><p>SAMR would also approve the merger soon after a final touch on the concessions are made, they said.</p><p>($1 = 6.5468 Chinese yuan renminbi)</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Exclusive: China set to clear Tencent's $3.5 billion Sogou deal subject to data security conditions: sources</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\">\nExclusive: China set to clear Tencent's $3.5 billion Sogou deal subject to data security conditions: sources\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-04-09 14:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(Reuters) - China’s antitrust regulator is ready to clear tech giant Tencent Holdings Ltd’s plan to take the country’s no.3 search engine Sogou private, three people with knowledge of the matter told Reuters, a move that signals the watchdog is willing to wave some deals through even as it ratchets up sector scrutiny.</p><p>The regulator, State Administration of Market Regulation (SAMR), has no objection to the $3.5 billion deal for the 60% of U.S.-listed Sogou that Tencent doesn’t already own, the people said, as long as Tencent is willing to set up a special mechanism to ensure data security - a first for SAMR deal approvals.</p><p>Tencent must also pay a comparatively small fine - 500,000 yuan ($76,000) - for not reporting deals properly for antitrust reviews, two of the people said, in line with past cases for similar violations.</p><p>The move highlights Chinese regulators are still looking to approve merger and acquisition deals in the tech sector, but now with strict conditions after years of a laissez-faire approach. The green light for the closely watched deal will come as a relief for China’s tech sector, reeling from Beijing’s antimonopoly crackdown on home-grown internet giants that culminated weeks after the shelving of fintech firm Ant Group’s $37 billion IPO in November.</p><p>“What SAMR wants is enforcement ... it is not in their interest to kill or actively block a deal,” said one of the people. “They are fine with companies’ actual market-leading status as long as it doesn’t prevent new entry into the market.”</p><p>The people with knowledge of the matter declined to be identified due to the sensitivity of the matter.</p><p>Sogou trails only Baidu and Qihoo 360 in China’s enormous internet search market, according to analytics firm SpeedTest, and is the sole search engine on Tencent’s all-in-one mobile app WeChat, a must-have in everyday life in China. Tencent, China’s biggest video game and social media company, first announced plans to take it private last September.</p><p>Tencent and SAMR did not immediately respond to requests for comments when contacted by Reuters.</p><p>Sogou declined to comment.</p><p><b>DATA CONCERN</b></p><p>One of the areas of heightened scrutiny has been M&amp;A deals in the sector in the recent past, with the regulators taking a dim view of the violation of antitrust rules and, in some cases, data privacy laws.</p><p>The linchpin of the deal approval conditions is meeting the regulator’s requirement on data security - defining who can have what kind of access to the bulk of users’ data and personal information, and how to use that, said the three people.</p><p>A merger of China’s two leading video games streaming sites - Huya and Douyu, both backed by Tencent - is also under review and will need to satisfy similar requirements on data security, said the sources.</p><p>Reuters reported last month that Tencent was having to offer concessions to get approval for its plan to merge the two sites, including giving up exclusivity on some of its content rights.</p><p>After the merger, Huya and Douyu will need to set up a firewall in-between and cannot share user data and information to each other, two of the people said.</p><p>SAMR would also approve the merger soon after a final touch on the concessions are made, they said.</p><p>($1 = 6.5468 Chinese yuan renminbi)</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"00700":"腾讯控股","SOGO":"搜狗"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106480336","content_text":"(Reuters) - China’s antitrust regulator is ready to clear tech giant Tencent Holdings Ltd’s plan to take the country’s no.3 search engine Sogou private, three people with knowledge of the matter told Reuters, a move that signals the watchdog is willing to wave some deals through even as it ratchets up sector scrutiny.The regulator, State Administration of Market Regulation (SAMR), has no objection to the $3.5 billion deal for the 60% of U.S.-listed Sogou that Tencent doesn’t already own, the people said, as long as Tencent is willing to set up a special mechanism to ensure data security - a first for SAMR deal approvals.Tencent must also pay a comparatively small fine - 500,000 yuan ($76,000) - for not reporting deals properly for antitrust reviews, two of the people said, in line with past cases for similar violations.The move highlights Chinese regulators are still looking to approve merger and acquisition deals in the tech sector, but now with strict conditions after years of a laissez-faire approach. The green light for the closely watched deal will come as a relief for China’s tech sector, reeling from Beijing’s antimonopoly crackdown on home-grown internet giants that culminated weeks after the shelving of fintech firm Ant Group’s $37 billion IPO in November.“What SAMR wants is enforcement ... it is not in their interest to kill or actively block a deal,” said one of the people. “They are fine with companies’ actual market-leading status as long as it doesn’t prevent new entry into the market.”The people with knowledge of the matter declined to be identified due to the sensitivity of the matter.Sogou trails only Baidu and Qihoo 360 in China’s enormous internet search market, according to analytics firm SpeedTest, and is the sole search engine on Tencent’s all-in-one mobile app WeChat, a must-have in everyday life in China. Tencent, China’s biggest video game and social media company, first announced plans to take it private last September.Tencent and SAMR did not immediately respond to requests for comments when contacted by Reuters.Sogou declined to comment.DATA CONCERNOne of the areas of heightened scrutiny has been M&A deals in the sector in the recent past, with the regulators taking a dim view of the violation of antitrust rules and, in some cases, data privacy laws.The linchpin of the deal approval conditions is meeting the regulator’s requirement on data security - defining who can have what kind of access to the bulk of users’ data and personal information, and how to use that, said the three people.A merger of China’s two leading video games streaming sites - Huya and Douyu, both backed by Tencent - is also under review and will need to satisfy similar requirements on data security, said the sources.Reuters reported last month that Tencent was having to offer concessions to get approval for its plan to merge the two sites, including giving up exclusivity on some of its content rights.After the merger, Huya and Douyu will need to set up a firewall in-between and cannot share user data and information to each other, two of the people said.SAMR would also approve the merger soon after a final touch on the concessions are made, they said.($1 = 6.5468 Chinese yuan renminbi)","news_type":1},"isVote":1,"tweetType":1,"viewCount":128,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9929852671,"gmtCreate":1670639737693,"gmtModify":1676538410390,"author":{"id":"3578825237066036","authorId":"3578825237066036","name":"rayguy","avatar":"https://static.tigerbbs.com/014543af7576ed5edbcbdeffd50f27eb","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3578825237066036","idStr":"3578825237066036"},"themes":[],"htmlText":"Buy buy buy&nbsp;","listText":"Buy buy buy&nbsp;","text":"Buy buy buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9929852671","repostId":"2290238146","repostType":2,"repost":{"id":"2290238146","pubTimestamp":1670638098,"share":"https://ttm.financial/m/news/2290238146?lang=&edition=fundamental","pubTime":"2022-12-10 10:08","market":"us","language":"en","title":"Better Buy: Microsoft vs. Amazon","url":"https://stock-news.laohu8.com/highlight/detail?id=2290238146","media":"Motley Fool","summary":"These two giants have one area where they compete against each other.","content":"<html><head></head><body><p>Two of the largest companies globally are <b>Microsoft</b> and <b>Amazon</b>. Combined, they have brought in $705 billion in revenue over the past 12 months, but that number pales in comparison to the growth trajectories both companies are on.</p><p>Is there an advantage that either stock has that investors should pinpoint? Or are they both evenly matched? Let&#39;s find out.</p><h2>A common offering is the future for both</h2><p>These two businesses hardly needs an introduction. Amazon&#39;s e-commerce platform has become the go-to place for nearly all shopping needs. Microsoft&#39;s Office products are standard for most computers, and it has a consumer product segment offering laptops and gaming consoles.</p><p>However, the most important segment for both companies&#39; future may well be cloud computing. Microsoft&#39;s Azure and Amazon Web Services (AWS) are the industry leaders, each maintaining an impressive market share.</p><table border=\"1\"><tbody><tr><th>Company</th><th>Rank</th><th>Market Share</th></tr><tr><td><b>Amazon</b></td><td>1st</td><td>34%</td></tr><tr><td><b>Microsoft</b></td><td>2nd</td><td>21%</td></tr><tr><td><b>Alphabet </b>(Google Cloud)</td><td>3rd</td><td>11%</td></tr></tbody></table><p>Data source: Synergy Research Group.</p><p>That&#39;s a commanding lead over third-place Google Cloud. Additionally, each saw impressive revenue growth, with AWS rising 27% and Microsoft rising 35% year over year in their latest quarters. That growth is expected to continue for some time. Precedence Research expects the industry to grow at a compound annual rate of 17.4% from 2022 to 2030, eventually reaching a $1.6 trillion market.</p><p>Say Amazon and Microsoft can retain their current market share in cloud computing. This would put potential 2030 revenue for this segment at $544 billion for Amazon and $336 billion for Microsoft. That&#39;s impressive considering that Amazon&#39;s trailing-12-month revenue was $502 billion and Microsoft&#39;s was $203 billion. It&#39;s an opportunity for massive growth apart from their other businesses.</p><p>Looking at it another way, that $336 billion would be more than double Microsoft&#39;s non-Azure revenue today, by my estimate. By comparison, the projected $554 billion for Amazon&#39;s AWS business would be just a little over 30% more than its non-AWS revenue today. So cloud computing could have a much bigger impact down the road for Microsoft&#39;s revenue.</p><p>However, on the bottom line, cloud computing could be more meaningful for Amazon, because AWS has a higher margin than the e-commerce revenue. In fact, it&#39;s Amazon&#39;s only profitable segment right now.</p><p>At Amazon, AWS is also funding other business segments. At Microsoft, Azure is complementary. This skews the future outlook in Microsoft&#39;s favor.</p><h2>Amazon is the better value</h2><p>However, stock valuation also has a role to play. Amazon isn&#39;t profitable, while Microsoft is, so comparing earnings or free cash flow isn&#39;t going to yield a helpful comparison. Plus, Amazon&#39;s commerce business is inherently low margin, even when profitable. So a direct comparison isn&#39;t possible. However, we can value each company in its own way.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a11b2c6b09932649414501fa819d125f\" tg-width=\"720\" tg-height=\"449\" referrerpolicy=\"no-referrer\"/><span>MSFT PS Ratio data by YCharts</span></p><p>Microsoft&#39;s price-to-earnings ratio of 27.5 is rich although not quite as expensive as it&#39;s been over the past couple of years. Microsoft&#39;s execution and consistency have earned it its premium, but the company must continue to execute at a high level to maintain its valuation.</p><p>Moving to Amazon, if we value its AWS business at 9.4 times sales (the same as Microsoft) and its retail business at 0.7 times sales (the same as <b>Walmart</b>), you&#39;d get a valuation like this below.</p><table border=\"1\"><tbody><tr><th>Amazon Segment</th><th>Trailing-12-Month Revenue</th><th>Segment Price-to-Sales Ratio</th><th>Segment Market Cap</th></tr><tr><td>AWS</td><td>$76.5 billion</td><td>9.4</td><td>$719.1 billion</td></tr><tr><td>Commerce</td><td>$425.7 billion</td><td>0.7</td><td>$298.0 billion</td></tr></tbody></table><p>Data source: Amazon and YCharts.</p><p>Adding those two segments together gives Amazon a theoretical valuation of $1.017 trillion, yet the stock is valued at $960 billion. This shows that it is potentially undervalued.</p><p>Over the long run, premium valuations can be overcome by solid execution and growth -- something Microsoft has demonstrated. Because of that, I think Microsoft is the better buy today although Amazon is still a strong company too. There&#39;s a lot of uncertainty with Amazon&#39;s commerce business, and so that gives Microsoft the edge.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Better Buy: Microsoft vs. Amazon</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBetter Buy: Microsoft vs. Amazon\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-10 10:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/12/09/better-buy-microsoft-vs-amazon/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Two of the largest companies globally are Microsoft and Amazon. Combined, they have brought in $705 billion in revenue over the past 12 months, but that number pales in comparison to the growth ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/12/09/better-buy-microsoft-vs-amazon/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软","AMZN":"亚马逊"},"source_url":"https://www.fool.com/investing/2022/12/09/better-buy-microsoft-vs-amazon/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2290238146","content_text":"Two of the largest companies globally are Microsoft and Amazon. Combined, they have brought in $705 billion in revenue over the past 12 months, but that number pales in comparison to the growth trajectories both companies are on.Is there an advantage that either stock has that investors should pinpoint? Or are they both evenly matched? Let's find out.A common offering is the future for bothThese two businesses hardly needs an introduction. Amazon's e-commerce platform has become the go-to place for nearly all shopping needs. Microsoft's Office products are standard for most computers, and it has a consumer product segment offering laptops and gaming consoles.However, the most important segment for both companies' future may well be cloud computing. Microsoft's Azure and Amazon Web Services (AWS) are the industry leaders, each maintaining an impressive market share.CompanyRankMarket ShareAmazon1st34%Microsoft2nd21%Alphabet (Google Cloud)3rd11%Data source: Synergy Research Group.That's a commanding lead over third-place Google Cloud. Additionally, each saw impressive revenue growth, with AWS rising 27% and Microsoft rising 35% year over year in their latest quarters. That growth is expected to continue for some time. Precedence Research expects the industry to grow at a compound annual rate of 17.4% from 2022 to 2030, eventually reaching a $1.6 trillion market.Say Amazon and Microsoft can retain their current market share in cloud computing. This would put potential 2030 revenue for this segment at $544 billion for Amazon and $336 billion for Microsoft. That's impressive considering that Amazon's trailing-12-month revenue was $502 billion and Microsoft's was $203 billion. It's an opportunity for massive growth apart from their other businesses.Looking at it another way, that $336 billion would be more than double Microsoft's non-Azure revenue today, by my estimate. By comparison, the projected $554 billion for Amazon's AWS business would be just a little over 30% more than its non-AWS revenue today. So cloud computing could have a much bigger impact down the road for Microsoft's revenue.However, on the bottom line, cloud computing could be more meaningful for Amazon, because AWS has a higher margin than the e-commerce revenue. In fact, it's Amazon's only profitable segment right now.At Amazon, AWS is also funding other business segments. At Microsoft, Azure is complementary. This skews the future outlook in Microsoft's favor.Amazon is the better valueHowever, stock valuation also has a role to play. Amazon isn't profitable, while Microsoft is, so comparing earnings or free cash flow isn't going to yield a helpful comparison. Plus, Amazon's commerce business is inherently low margin, even when profitable. So a direct comparison isn't possible. However, we can value each company in its own way.MSFT PS Ratio data by YChartsMicrosoft's price-to-earnings ratio of 27.5 is rich although not quite as expensive as it's been over the past couple of years. Microsoft's execution and consistency have earned it its premium, but the company must continue to execute at a high level to maintain its valuation.Moving to Amazon, if we value its AWS business at 9.4 times sales (the same as Microsoft) and its retail business at 0.7 times sales (the same as Walmart), you'd get a valuation like this below.Amazon SegmentTrailing-12-Month RevenueSegment Price-to-Sales RatioSegment Market CapAWS$76.5 billion9.4$719.1 billionCommerce$425.7 billion0.7$298.0 billionData source: Amazon and YCharts.Adding those two segments together gives Amazon a theoretical valuation of $1.017 trillion, yet the stock is valued at $960 billion. This shows that it is potentially undervalued.Over the long run, premium valuations can be overcome by solid execution and growth -- something Microsoft has demonstrated. Because of that, I think Microsoft is the better buy today although Amazon is still a strong company too. There's a lot of uncertainty with Amazon's commerce business, and so that gives Microsoft the edge.","news_type":1},"isVote":1,"tweetType":1,"viewCount":380,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9920603880,"gmtCreate":1670471461940,"gmtModify":1676538375643,"author":{"id":"3578825237066036","authorId":"3578825237066036","name":"rayguy","avatar":"https://static.tigerbbs.com/014543af7576ed5edbcbdeffd50f27eb","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3578825237066036","idStr":"3578825237066036"},"themes":[],"htmlText":"Buy buy buy&nbsp;","listText":"Buy buy buy&nbsp;","text":"Buy buy buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9920603880","repostId":"2289469856","repostType":4,"repost":{"id":"2289469856","pubTimestamp":1670466881,"share":"https://ttm.financial/m/news/2289469856?lang=&edition=fundamental","pubTime":"2022-12-08 10:34","market":"us","language":"en","title":"CDC Renews Partnership With Palantir","url":"https://stock-news.laohu8.com/highlight/detail?id=2289469856","media":"Seeking Alpha","summary":"The Centers for Disease Control and Prevention (CDC) has renewed its partnership with Palantir Techn","content":"<html><head></head><body><p>The Centers for Disease Control and Prevention (CDC) has renewed its partnership with <a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies</a> to advance the nation&#39;s public health infrastructure.</p><p>As part of this five year, $443M contract, the agency will implement the Palantir platform to plan, manage and respond to future outbreaks and public health incidents.</p><p>The contract streamlines Palantir&#39;s (PLTR) existing programs – including Health and Human Services Protect, Administration for Strategic Preparedness and Response Engage, Tiberius, and DCIPHER – into a singular, efficient vehicle.</p><p>PLTR shares closed up 1% on Wednesday.</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>CDC Renews Partnership With Palantir</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\">\nCDC Renews Partnership With Palantir\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-08 10:34 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3914810-cdc-renews-partnership-with-palantir><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Centers for Disease Control and Prevention (CDC) has renewed its partnership with Palantir Technologies to advance the nation's public health infrastructure.As part of this five year, $443M ...</p>\n\n<a href=\"https://seekingalpha.com/news/3914810-cdc-renews-partnership-with-palantir\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/news/3914810-cdc-renews-partnership-with-palantir","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2289469856","content_text":"The Centers for Disease Control and Prevention (CDC) has renewed its partnership with Palantir Technologies to advance the nation's public health infrastructure.As part of this five year, $443M contract, the agency will implement the Palantir platform to plan, manage and respond to future outbreaks and public health incidents.The contract streamlines Palantir's (PLTR) existing programs – including Health and Human Services Protect, Administration for Strategic Preparedness and Response Engage, Tiberius, and DCIPHER – into a singular, efficient vehicle.PLTR shares closed up 1% on Wednesday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":633,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":152075840,"gmtCreate":1625247417780,"gmtModify":1703739404486,"author":{"id":"3578825237066036","authorId":"3578825237066036","name":"rayguy","avatar":"https://static.tigerbbs.com/014543af7576ed5edbcbdeffd50f27eb","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3578825237066036","idStr":"3578825237066036"},"themes":[],"htmlText":"Ohhhh","listText":"Ohhhh","text":"Ohhhh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/152075840","repostId":"1149622010","repostType":4,"repost":{"id":"1149622010","pubTimestamp":1625238913,"share":"https://ttm.financial/m/news/1149622010?lang=&edition=fundamental","pubTime":"2021-07-02 23:15","market":"us","language":"en","title":"Here are JPMorgan’s top stock picks for July","url":"https://stock-news.laohu8.com/highlight/detail?id=1149622010","media":"CNBC","summary":"JPMorgan has refreshed its top stock picks for various investment strategies for the month of July, with three additions.The firm publishes a monthly list compiled by analysts of its top stock picks. Most of the additions have overweight ratings and are recommended for growth or near-term strategies.The analysts added gaming and hospitality firm Boyd Gaming and MGM Resorts Internationalas overweight growth picks and State Street as a near-term pick. It removed Bank of America, Devon Energy, MGM ","content":"<div>\n<p>JPMorgan has refreshed its top stock picks for various investment strategies for the month of July, with three additions.\nThe firm publishes a monthly list compiled by analysts of its top stock picks....</p>\n\n<a href=\"https://www.cnbc.com/2021/07/02/here-are-jpmorgans-top-stock-picks-for-july.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Here are JPMorgan’s top stock picks for July</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHere are JPMorgan’s top stock picks for July\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-02 23:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/07/02/here-are-jpmorgans-top-stock-picks-for-july.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>JPMorgan has refreshed its top stock picks for various investment strategies for the month of July, with three additions.\nThe firm publishes a monthly list compiled by analysts of its top stock picks....</p>\n\n<a href=\"https://www.cnbc.com/2021/07/02/here-are-jpmorgans-top-stock-picks-for-july.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","MCD":"麦当劳","DHR":"丹纳赫","EL":"雅诗兰黛","PTON":"Peloton Interactive, Inc.","GM":"通用汽车","USB":"美国合众银行","MGM":"美高梅","STT":"道富银行","BYD":"博伊德赌场"},"source_url":"https://www.cnbc.com/2021/07/02/here-are-jpmorgans-top-stock-picks-for-july.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1149622010","content_text":"JPMorgan has refreshed its top stock picks for various investment strategies for the month of July, with three additions.\nThe firm publishes a monthly list compiled by analysts of its top stock picks. Most of the additions have overweight ratings and are recommended for growth or near-term strategies.\nThe analysts added gaming and hospitality firm Boyd Gaming and MGM Resorts Internationalas overweight growth picks and State Street as a near-term pick. It removed Bank of America, Devon Energy, MGM Growth Properties, Vivint Smart Home and Wynn Resorts.\nTake a look at 10 of JPMorgan’s top picks for June:\nJPMORGAN’S TOP PICKS FOR JULY\n\n\n\nTICKER\nCOMPANY\nPRICE\nNAME\n\n\n\n\nBYD\nBoyd Gaming Corp\n61.72\nBYD\n\n\nDHR\nDanaher Corp\n272.36\nDHR\n\n\nEL\nEstee Lauder Companies Inc\n317.6666\nEL\n\n\nGM\nGeneral Motors Co\n58.86\nGM\n\n\nSTT\nState Street Corp\n83.955\nSTT\n\n\nAMZN\nAmazon.com Inc\n3443.1101\nAMZN\n\n\nMCD\nMcDonald’s Corp\n232.92\nMCD\n\n\nUSB\nUS Bancorp\n57.34\nUSB\n\n\nMGM\nMGM Resorts International\n43.285\nMGM\n\n\nPTON\nPeloton Interactive Inc\n121.0687\nPTON\n\n\n\nJPMorgan sees strong demand trends for Boyd which it expects to continue “given a healthy consumer backdrop” and “a return of the core 55+ demographic,” analyst Joseph Greff said. It also expects operating adjustments and more efficient marketing post-pandemic to lead to higher margins and exposure to Las Vegas locals to benefit supply and demand dynamics.\nSimilarly, the firm sees more momentum flowing into Las Vegas as a positive for MGM.\n“Every week continues to build in terms of revenues and margin improvement, and [domestic casinos] are a segment that can drive positive estimate revisions,” Greff said.\nHe added that MGM should continue to take market share in online casinos and sports betting through its online casino BetMGM, and that neither companies’ valuations give enough credit to the online gaming and betting opportunity.\nAnalyst Vivek Juneja added State Street to the list, saying it would benefit from near-term technical interest rate adjustments and strong equity markets.\nHe also reiterated the bank’s bullishness on U.S. Bancorp, saying the rebound in consumer spending and a return to travel should continue to benefit its revenue. The company’s revenue is closely tied to card fees and its merchant acquiring business has high exposure to airlines and hospitality.","news_type":1},"isVote":1,"tweetType":1,"viewCount":164,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9960295530,"gmtCreate":1668163543320,"gmtModify":1676538023191,"author":{"id":"3578825237066036","authorId":"3578825237066036","name":"rayguy","avatar":"https://static.tigerbbs.com/014543af7576ed5edbcbdeffd50f27eb","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3578825237066036","idStr":"3578825237066036"},"themes":[],"htmlText":"Buy buy byy","listText":"Buy buy byy","text":"Buy buy byy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9960295530","repostId":"1149378268","repostType":4,"repost":{"id":"1149378268","pubTimestamp":1668180804,"share":"https://ttm.financial/m/news/1149378268?lang=&edition=fundamental","pubTime":"2022-11-11 23:33","market":"hk","language":"en","title":"NIO Q3: Get Comfortable With Single-Digit Prices","url":"https://stock-news.laohu8.com/highlight/detail?id=1149378268","media":"Seeking Alpha","summary":"SummaryNIO’s stock prices plunged more than 12% after its Q3 earnings report. The stock price now hovers in the single digits.In the long term, NIO could be a beneficiary of China’s secular shift to E","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>NIO’s stock prices plunged more than 12% after its Q3 earnings report. The stock price now hovers in the single digits.</li><li>In the long term, NIO could be a beneficiary of China’s secular shift to EV, its capacity ramp-up, and its strong branding relative to its domestic peers.</li><li>Unfortunately, in the near term, say the next ~2 years, I see too many headwinds to keep its prices in the single-digit range.</li><li>These headwinds include political uncertainty, margin pressure, COVID restrictions, intensifying competition, and uncertain EV subsidies.</li></ul><p><b>Q3 recap and thesis</b></p><p>I&#39;ve been writing a series of articles on NIO (NYSE:NIO) since May 2022 to caution readers of the many headwinds it&#39;s facing. Undoubtedly, I see all the good things that the bulls like about this stock. However, I see even stronger headwinds. For example, in an article published in August 2022, entitled &#34;<i>A Simple Reality Check</i>&#34;, I cautioned readers about its lack of profit and its unsustainable valuation. The stock was still trading at about $21 per share at that time.</p><p>Fast forward to now, NIO just released its Q3 earnings report (&#34;ER&#34;). Its Q3 Non-GAAP EPS (i.e., earnings per ADS) came in at -$0.30 and missed consensus estimates by $0.14. Vehicle margin was compressed by another 160 basis points to 16.4% compared with 18.0% a year ago. Its stock prices plunged 12.4% after its Q3 ER into the single-digit range ($9.25 as of this writing, before the market open on Nov 10, 2022).</p><p>Now looking ahead, I maintain my bear thesis. And more specifically, in this article, I will argue that NIO&#39;s stock prices would remain in the single digits in the near term (say the next 1~2 year or so). I acknowledge its long-term headwinds, including China&#39;s secular shift towards EVs, its leading branding power, and its aggressive vehicle delivery plans. But I see the negative catalysts to have the upper hand in the near term due to a multitude of strong headwinds, as detailed next.</p><p><b>Strong delivery and top line growth</b></p><p>To have a full view, let&#39;s first review the positives before we dive into the headwinds. NIO enjoys leading production and delivery scales among China&#39;s domestic EV players. It has demonstrated a robust ramp-up of production and delivery capacity in the past consistently as you can see from the following chart. specifically, in its September delivery report, it provided the following update for its 2022 Q3 deliveries, boasting another quarter of quarterly deliveries and a nearly 30% YoY growth rate.</p><blockquote><ul><li>NIO delivered 10,878 vehicles in September 2022</li><li>NIO delivered 31,607 vehicles in the three months ended September 2022, increasing by 29.3% year-over-year and achieving record-high quarterly deliveries</li><li>Cumulative deliveries of NIO vehicles reached 249,504 as of September 30, 2022</li></ul></blockquote><p>In its Q3 ER, it reported a total vehicle delivery exceeding 10k during the October month, translating into a 174.3% YOY (but a slight 7.5% decline MOM). And for its Q4 outlook, it aims at a delivery target in the range of 43k to 48k vehicles, translating into a growth rate of 71.8% to 91.7% YoY. Total revenues are projected to grow in tandem 75.4% to 94.2% YOY.</p><p><img src=\"https://static.tigerbbs.com/08ec5bbea7e73b8f01cba016203fbf78\" tg-width=\"640\" tg-height=\"315\" referrerpolicy=\"no-referrer\"/></p><p>Source: InsideEVs (NIO)</p><p>At the same time, its scale helps it to maintain healthy operation efficiency as you can see from the following comparison of its asset utilization (&#34;AU&#34;) against its domestic peer XPeng (XPEV) and U.S. peer Ford (F). NIO&#39;s AU current stands at 0.50x, slightly below its long-term average of 0.517x largely due to the lockdowns in China due to recent COVID case resurgences. Despite the recent decline in its AU, it is still above XPEV&#39;s 0.47x and comparable to F&#39;s long-term average levels.</p><p><img src=\"https://static.tigerbbs.com/97fee074dcebb0f9b0b198d3ec8f6b49\" tg-width=\"640\" tg-height=\"412\" referrerpolicy=\"no-referrer\"/></p><p>Source: Seeking Alpha data</p><p><b>Margin pressure and lack of profit</b></p><p>However, the business has been suffering margin pressure on the bottom line and is yet to earn a positive profit. As seen, its gross profit margin (&#34;GPM&#34;) peaked around 18% during 2H of 2021, surpassing Ford. But recently, the GPM has been under pressure and contracted to the current level of 13% by about 500 basis points. Now its GPM is lower than F&#39;s 17.4% by a good gap (although still better than XPEV&#39;s 10.8%). In terms of profit margin, as shown in the bottom panel, the picture is even more concerning. Its net profit margin has always been in the negatives and is -26.7% currently.</p><p><img src=\"https://static.tigerbbs.com/8e1df97debcf4e604bd61440b04debc6\" tg-width=\"640\" tg-height=\"481\" referrerpolicy=\"no-referrer\"/></p><p>Source: Seeking Alpha data</p><p>The picture does not improve as we broaden the view to include other metrics as seen in the chart below. Its metrics are negative across the board ranging from EBIT margin, EBITDA margin, and FCF margin.</p><p>Looking forward, I see a few key headwinds to keep its profits in the negative besides the macroeconomic factors. First, I expect the capital requirements to continue as it pursues the expansion of charging infrastructures. And note that its cash from operations sat at only $309M, far from being able to meet such requirements. To satisfy customers&#39; needs, management will need to keep spending on both battery swap stations and also charging stations. Secondly, I expect some of its manufacturing problems and also the global supply chain disruptions to persist. For example, it reported early about an issue involving the low yield rate of its mega-casting parts with its suppliers. This seemingly arcane issue actually can bottleneck its production ramp-up and efficiency, and it will take NIO time to solve its or find alternative suppliers amid supply chain disruptions.</p><p>Next, we will see that despite the lack of profit, the stock is still valued at an elevated level despite the large price corrections.</p><p><img src=\"https://static.tigerbbs.com/f688292596be907354e6847dbf3838b9\" tg-width=\"640\" tg-height=\"290\" referrerpolicy=\"no-referrer\"/></p><p>Source: Seeking Alpha data</p><p><b>Valuation still too expensive</b></p><p>In terms of valuation, NIO is still trading at a large premium both in absolute and relative terms. Its lack of profit makes bottom-line oriented metric meaningless as seen in the chart below. Even FY3 PE stands at 163x, compare to about 6~7x for F. Furthermore, because of the many headwinds as analyzed above and its mixed Q3 results, its earnings outlook is both bleak and highly uncertain as reflected in the consensus estimates in the second chart below. NIO&#39;s earnings revisions for the last 3 months paint a highly pessimistic and uncertain picture. A total of 11 analysts submitted EPS forecasts, and a total of 9 analysts revised the EPS downward by as much as 70% to 95% in 2024.</p><p>Using top-line valuation metrics, its P/Sales ratio is still at 2.5x despite the price corrections, on par with the S&amp;P 500 index, about 2x higher than XPEV&#39;s 1.3x, and 7.1x higher than F&#39;s 0.35x. I found such a valuation unjustifiable given its lack of profit and the many headwinds it is facing. And again, its topline growth is highly uncertain too as reflected in the consensus estimates. A total of 21 analysts submitted revenue forecasts, and a total of 17 analysts revised the revenues downward.</p><p><img src=\"https://static.tigerbbs.com/5627051b392e84ff2ec468d7a59b0352\" tg-width=\"640\" tg-height=\"447\" referrerpolicy=\"no-referrer\"/></p><p>Source: Seeking Alpha data</p><p><img src=\"https://static.tigerbbs.com/47d4424a62235a5a7974b517fb8f2363\" tg-width=\"640\" tg-height=\"393\" referrerpolicy=\"no-referrer\"/></p><p>Source: Seeking Alpha data</p><p><b>Other risks and final thoughts</b></p><p>To conclude, in the long term, NIO could benefit from the secular shift in China towards EVs, its capacity ramp-up, and its strong branding relative to its domestic peers.</p><p>However, I see too many strong forces in the near term to pressure the stock prices into the single-digit range. The stock has yet to report a positive earnings. So far, it has been trapped in the dreaded vicious cycle: the more vehicles it sells, the more money it loses.</p><p>The combination of elevated valuation and lack of net profit would also keep a lid on the stock prices. NIO had to temporarily suspend production at two of its plants in Hefei during Q3. And such suspensions are likely to recur in the near future. And finally, the stock may face the risk of securing new financing as its high CAPEX requirements persist while its organic earnings remain low or negative.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NIO Q3: Get Comfortable With Single-Digit Prices</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO Q3: Get Comfortable With Single-Digit Prices\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-11 23:33 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4555906-nio-q3-earnings-single-digit-prices><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryNIO’s stock prices plunged more than 12% after its Q3 earnings report. The stock price now hovers in the single digits.In the long term, NIO could be a beneficiary of China’s secular shift to ...</p>\n\n<a href=\"https://seekingalpha.com/article/4555906-nio-q3-earnings-single-digit-prices\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","NIO.SI":"蔚来","09866":"蔚来-SW"},"source_url":"https://seekingalpha.com/article/4555906-nio-q3-earnings-single-digit-prices","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149378268","content_text":"SummaryNIO’s stock prices plunged more than 12% after its Q3 earnings report. The stock price now hovers in the single digits.In the long term, NIO could be a beneficiary of China’s secular shift to EV, its capacity ramp-up, and its strong branding relative to its domestic peers.Unfortunately, in the near term, say the next ~2 years, I see too many headwinds to keep its prices in the single-digit range.These headwinds include political uncertainty, margin pressure, COVID restrictions, intensifying competition, and uncertain EV subsidies.Q3 recap and thesisI've been writing a series of articles on NIO (NYSE:NIO) since May 2022 to caution readers of the many headwinds it's facing. Undoubtedly, I see all the good things that the bulls like about this stock. However, I see even stronger headwinds. For example, in an article published in August 2022, entitled \"A Simple Reality Check\", I cautioned readers about its lack of profit and its unsustainable valuation. The stock was still trading at about $21 per share at that time.Fast forward to now, NIO just released its Q3 earnings report (\"ER\"). Its Q3 Non-GAAP EPS (i.e., earnings per ADS) came in at -$0.30 and missed consensus estimates by $0.14. Vehicle margin was compressed by another 160 basis points to 16.4% compared with 18.0% a year ago. Its stock prices plunged 12.4% after its Q3 ER into the single-digit range ($9.25 as of this writing, before the market open on Nov 10, 2022).Now looking ahead, I maintain my bear thesis. And more specifically, in this article, I will argue that NIO's stock prices would remain in the single digits in the near term (say the next 1~2 year or so). I acknowledge its long-term headwinds, including China's secular shift towards EVs, its leading branding power, and its aggressive vehicle delivery plans. But I see the negative catalysts to have the upper hand in the near term due to a multitude of strong headwinds, as detailed next.Strong delivery and top line growthTo have a full view, let's first review the positives before we dive into the headwinds. NIO enjoys leading production and delivery scales among China's domestic EV players. It has demonstrated a robust ramp-up of production and delivery capacity in the past consistently as you can see from the following chart. specifically, in its September delivery report, it provided the following update for its 2022 Q3 deliveries, boasting another quarter of quarterly deliveries and a nearly 30% YoY growth rate.NIO delivered 10,878 vehicles in September 2022NIO delivered 31,607 vehicles in the three months ended September 2022, increasing by 29.3% year-over-year and achieving record-high quarterly deliveriesCumulative deliveries of NIO vehicles reached 249,504 as of September 30, 2022In its Q3 ER, it reported a total vehicle delivery exceeding 10k during the October month, translating into a 174.3% YOY (but a slight 7.5% decline MOM). And for its Q4 outlook, it aims at a delivery target in the range of 43k to 48k vehicles, translating into a growth rate of 71.8% to 91.7% YoY. Total revenues are projected to grow in tandem 75.4% to 94.2% YOY.Source: InsideEVs (NIO)At the same time, its scale helps it to maintain healthy operation efficiency as you can see from the following comparison of its asset utilization (\"AU\") against its domestic peer XPeng (XPEV) and U.S. peer Ford (F). NIO's AU current stands at 0.50x, slightly below its long-term average of 0.517x largely due to the lockdowns in China due to recent COVID case resurgences. Despite the recent decline in its AU, it is still above XPEV's 0.47x and comparable to F's long-term average levels.Source: Seeking Alpha dataMargin pressure and lack of profitHowever, the business has been suffering margin pressure on the bottom line and is yet to earn a positive profit. As seen, its gross profit margin (\"GPM\") peaked around 18% during 2H of 2021, surpassing Ford. But recently, the GPM has been under pressure and contracted to the current level of 13% by about 500 basis points. Now its GPM is lower than F's 17.4% by a good gap (although still better than XPEV's 10.8%). In terms of profit margin, as shown in the bottom panel, the picture is even more concerning. Its net profit margin has always been in the negatives and is -26.7% currently.Source: Seeking Alpha dataThe picture does not improve as we broaden the view to include other metrics as seen in the chart below. Its metrics are negative across the board ranging from EBIT margin, EBITDA margin, and FCF margin.Looking forward, I see a few key headwinds to keep its profits in the negative besides the macroeconomic factors. First, I expect the capital requirements to continue as it pursues the expansion of charging infrastructures. And note that its cash from operations sat at only $309M, far from being able to meet such requirements. To satisfy customers' needs, management will need to keep spending on both battery swap stations and also charging stations. Secondly, I expect some of its manufacturing problems and also the global supply chain disruptions to persist. For example, it reported early about an issue involving the low yield rate of its mega-casting parts with its suppliers. This seemingly arcane issue actually can bottleneck its production ramp-up and efficiency, and it will take NIO time to solve its or find alternative suppliers amid supply chain disruptions.Next, we will see that despite the lack of profit, the stock is still valued at an elevated level despite the large price corrections.Source: Seeking Alpha dataValuation still too expensiveIn terms of valuation, NIO is still trading at a large premium both in absolute and relative terms. Its lack of profit makes bottom-line oriented metric meaningless as seen in the chart below. Even FY3 PE stands at 163x, compare to about 6~7x for F. Furthermore, because of the many headwinds as analyzed above and its mixed Q3 results, its earnings outlook is both bleak and highly uncertain as reflected in the consensus estimates in the second chart below. NIO's earnings revisions for the last 3 months paint a highly pessimistic and uncertain picture. A total of 11 analysts submitted EPS forecasts, and a total of 9 analysts revised the EPS downward by as much as 70% to 95% in 2024.Using top-line valuation metrics, its P/Sales ratio is still at 2.5x despite the price corrections, on par with the S&P 500 index, about 2x higher than XPEV's 1.3x, and 7.1x higher than F's 0.35x. I found such a valuation unjustifiable given its lack of profit and the many headwinds it is facing. And again, its topline growth is highly uncertain too as reflected in the consensus estimates. A total of 21 analysts submitted revenue forecasts, and a total of 17 analysts revised the revenues downward.Source: Seeking Alpha dataSource: Seeking Alpha dataOther risks and final thoughtsTo conclude, in the long term, NIO could benefit from the secular shift in China towards EVs, its capacity ramp-up, and its strong branding relative to its domestic peers.However, I see too many strong forces in the near term to pressure the stock prices into the single-digit range. The stock has yet to report a positive earnings. So far, it has been trapped in the dreaded vicious cycle: the more vehicles it sells, the more money it loses.The combination of elevated valuation and lack of net profit would also keep a lid on the stock prices. NIO had to temporarily suspend production at two of its plants in Hefei during Q3. And such suspensions are likely to recur in the near future. And finally, the stock may face the risk of securing new financing as its high CAPEX requirements persist while its organic earnings remain low or negative.","news_type":1},"isVote":1,"tweetType":1,"viewCount":204,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9982255475,"gmtCreate":1667192590497,"gmtModify":1676537874752,"author":{"id":"3578825237066036","authorId":"3578825237066036","name":"rayguy","avatar":"https://static.tigerbbs.com/014543af7576ed5edbcbdeffd50f27eb","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3578825237066036","idStr":"3578825237066036"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9982255475","repostId":"2279381784","repostType":2,"repost":{"id":"2279381784","pubTimestamp":1667186444,"share":"https://ttm.financial/m/news/2279381784?lang=&edition=fundamental","pubTime":"2022-10-31 11:20","market":"us","language":"en","title":"5 Top Stocks for November","url":"https://stock-news.laohu8.com/highlight/detail?id=2279381784","media":"Motley Fool","summary":"A dynamic blend of growth, value, and dividend stocks worth considering now.","content":"<html><head></head><body><p>One of the greatest challenges of being a long-term investor is enduring market cycles. It can be downright perplexing to see individual stocks and sectors go from in favor to out of favor on a whim. But steep sell-offs and volatility can present impeccable buying opportunities for patient investors.</p><p>As a recent example, note that in 2020 the three worst-performing sectors in the <b>S&amp;P 500</b> were energy, real estate, and financials. The reverse was true the following year, as energy, real estate, and financials were, in order, the three best-performing sectors of 2021. While investors shouldn&#39;t expect these kinds of rapid reversals over the short term, it&#39;s worth noting that sharp price movements aren&#39;t always grounded in fundamentals and can have nothing to do with a core investment thesis.</p><p>Bear markets have historically presented impeccable buying opportunities -- but only for companies that have what it takes to overcome obstacles and grow over the long term. Here&#39;s why <b>Microsoft</b> (MSFT 4.02%), <b>Ford Motor Company </b>(F 2.00%), <b>The Trade Desk</b> (TTD -0.09%), <b>Vertex Pharmaceuticals</b> (VRTX 9.03%), and <b>Procter &amp; Gamble</b> (PG 2.53%) stand out as five compelling buys now.</p><p><img src=\"https://static.tigerbbs.com/721959ea517f07b0a10b3ff173760069\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Image source: Getty Images.</p><h2>Indispensable software products and cloud services</h2><p><b>Trevor Jennewine (Microsoft):</b> Microsoft saw its share price tumble more than 7% following its earnings report for the first fiscal quarter (ended Sept. 30, 2022). Revenue rose 11% to $50.1 billion, a big deceleration from 22% growth last year, and earnings fell 13% to $2.35 per diluted share. Worse yet, guidance came in short of Wall Street&#39;s expectations, as CFO Amy Hood said weak PC demand would persist into the second quarter, negatively impacting revenue from Windows and Surface devices. Hood also said ad spend on LinkedIn and Bing Search would likely suffer too.</p><p>However, things aren&#39;t as bad as they seem. Revenue actually climbed 16% when unfavorable foreign exchange rates are stripped out, and earnings climbed 11% when adjusted for a one-time tax benefit last year. Additionally, temporary economic headwinds may put pressure on Microsoft in the near term, but they leave the long-term investment thesis unchanged. That means short-sighted shareholders who sold the stock have created a buying opportunity for patient investors.</p><p>The bull case for Microsoft is straightforward. The company offers a range of mission-critical software and cloud services, and it has achieved a strong presence in several end markets. Most notably, Microsoft 365 brings together industry-leading tools like Office 365 for productivity, Power BI for business analytics, and Teams for communication and collaboration.</p><p>Microsoft is also a strong contender in several cybersecurity verticals -- access management, endpoint protection, security information, and event management -- and its security customer count jumped 33% to 860,000 in the most recent quarter. That puts Microsoft in front of a large growth opportunity, as the cybersecurity software market is expected to increase at 12% per year through the end of the decade, reaching $500 billion by 2030, according to Grand View Research.</p><p>Finally, Microsoft Azure is the second-largest cloud services provider. It trails <b>Amazon</b> Web Services by a wide margin, but it has twice as much market share as the third-place contender, <b>Alphabet</b>&#39;s Google Cloud. That bodes well for the future. Grand View Research estimates that cloud computing spend will grow at about 16% annually to approach $1.6 trillion by 2030.</p><p>Currently, Microsoft&#39;s share price sits 32% off its high, marking its greatest drop in the last decade. That&#39;s why this stock is worth buying in November.</p><h2>This long-term growth story is intact</h2><p><b>Neha Chamaria</b> <b>(Ford):</b> With Ford shares losing more than one-third of their value in 2022 so far, investors were pinning hopes on the auto giant&#39;s third-quarter numbers for some respite. Unfortunately, Ford reported a huge net loss for the quarter and trimmed its forecast for adjusted earnings before interest and tax (EBIT) for the full year.</p><p>Yet, Ford just made a smart business move, and while that may have driven its Q3 losses higher, it shows how management is focused on high-growth areas even if it means making some tough decisions. Also, it&#39;s not that Ford isn&#39;t growing at all, which is why you&#39;d want to give Ford stock a serious look while the market harps on near-term blips.</p><p>Ford is facing a problem with supply, not demand. At the end of September, Ford had nearly 40,000 vehicles in inventory that couldn&#39;t be sold because of a shortage of parts. Yet it still grew its revenue by 10% year over year in Q3 on robust demand and expects supply challenges to ease in the coming quarters. In fact, Ford expects its wholesale shipments -- or units sold primarily to dealers -- to rise 10% in 2022. Also, Ford&#39;s adjusted EBIT guidance of $11.5 billion for the full year still translates into nearly 15% growth over 2021.</p><p>In short, Ford may not be growing as fast as investors want it to, but it is growing at a decent pace despite the macroeconomic headwinds. Ford&#39;s electric vehicle (EV) sales are booming as well -- they tripled year over year in the month of September, with its F-150 Lightning pickup truck selling like hotcakes. And to double down on viable autonomous technologies, Ford will now build Level 2 and Level 3 self-driving technologies internally even as it announced plans to shut down Argo AI. It looks like a prudent move as Argo AI was focused on Level 4 technology, and so far, fully self-driven technology has proven to be more difficult than expected to develop and commercialize.</p><p>A big write-off on its Argo AI investment may have hit Ford&#39;s bottom line in Q3, but that shouldn&#39;t detract you from the steady growth in Ford&#39;s shipments, EV sales, and cash flows. Not to mention its growth plans.</p><h2>Booming business amid a sectorwide slowdown</h2><p><b>Anders Bylund (The Trade Desk):</b> I love to buy shares of excellent companies while they are cheap. That&#39;s a key ingredient in the classic investing mantra to &#34;buy low, sell high.&#34; It&#39;s even better when the company&#39;s business is booming, even though Wall Street tossed the stock in the bargain bin due to a systemic weakness in the relevant sector. A mismatch between expected weakness and robust results sets the stage for wealth-building returns in the long run.</p><p>That&#39;s exactly what I see in The Trade Desk right now. The stock trades roughly 40% lower year to date as investors wrestle with widely reported slowdowns in online advertising sales. The market reaction makes sense at a glance, since The Trade Desk makes its money by running automated digital ad campaigns on behalf of other companies.</p><p>However, The Trade Desk&#39;s business is firing on every available cylinder. Sales increased by 35% in the second quarter, compared to the year-ago period. Revenue, free cash flows, and cash reserves are skyrocketing, often leaving analyst estimates in the dust:</p><p><img src=\"https://static.tigerbbs.com/15983a818c72388d864adac89e6e0e73\" tg-width=\"1015\" tg-height=\"727\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>TTD Free Cash Flow data by YCharts</p><p>The secret to The Trade Desk&#39;s success in a weak market is simple. Penny-pinching marketing campaign managers want to make the most of every ad-budget nickel in these challenging times. That&#39;s what The Trade Desk does best, adding data-driven value to its clients&#39; advertising efforts.</p><p>The company is set to report third-quarter results on Nov. 7. These reports don&#39;t always send share prices skyward, even when The Trade Desk presents impressive surprises on the top and bottom lines. Still, we are most likely about to get our hands on yet another piece of evidence that this company can thrive in a difficult market. Whether you buy The Trade Desk now at a deeper discount or wait for cold, hard financial gains in the earnings report, early November looks like a great time to pick up a few shares.</p><p>Rising from today&#39;s modest starting price, this stock can make you plenty of money in the long run.</p><h2>A winner with even better days ahead</h2><p><b>Keith Speights (Vertex Pharmaceuticals):</b> As 2022 winds down, the odds of the U.S. entering a recession appear to be increasing. Many, if not most, stocks will probably decline during an economic downturn. However, Vertex Pharmaceuticals is an exception. It&#39;s the kind of stock that&#39;s likely to thrive in a recession.</p><p>Vertex is certainly defying the bear market right now. The biotech stock has soared more than 40% year to date. I think this winner has even better days ahead.</p><p>All Vertex needs to do to continue growing its revenue and earnings is snag additional reimbursement deals and regulatory approvals for its existing cystic fibrosis (CF) drugs. That shouldn&#39;t be very difficult, in my view.</p><p>The company and its partner, <b>CRISPR Therapeutics</b>, hope to soon file for regulatory approvals of exa-cel in treating rare blood disorders beta-thalassemia and sickle cell disease. I think the prospects for Vertex to have another future blockbuster in its lineup with the gene-editing therapy look bright.</p><p>Vertex&#39;s pipeline also features three other promising late-stage programs. It could have yet another powerful CF therapy with the triple combination of VX-121/tezacaftor/VX-561. Non-opioid pain drug VX-548 has tremendous potential. Inaxaplin (VX-147) could be an effective treatment for APOL1-mediated kidney disease, an indication with a larger patient population than CF.</p><p>A recession wouldn&#39;t cause Vertex&#39;s CF therapy sales to decline. Neither would macroeconomic issues impact the company&#39;s drug development programs. With the signs pointing toward the economy potentially heading south, I think Vertex is an ideal stock to buy in November to weather the storm.</p><h2>Procter &amp; Gamble&#39;s consistency is unrivaled</h2><p><b>Daniel Foelber (Procter &amp; Gamble):</b> Currency weakness and inflation are taking a sledgehammer to the performance of U.S.-based companies -- particularly conglomerates with international exposure. Procter &amp; Gamble (P&amp;G) generates just over half of its sales from outside North America. A strong dollar means that international sales are effectively discounted relative to domestic sales, which impacts profitability.</p><p>In its Q1 fiscal 2023 presentation, P&amp;G forecasted a staggering $3.9 billion in full-year fiscal 2023 headwinds due to inflation, commodity, and currency-related factors. The $3.9 billion translates to an earnings per share (EPS) headwind of $1.57, or 27% of its full-year forecast.</p><p>Despite this challenge, P&amp;G is still forecasting flat to 4% core EPS growth in fiscal 2023, which is incredibly impressive given the impact of the headwinds discussed. P&amp;G plans to distribute $9 billion in dividends in fiscal 2023 and will likely raise its dividend for the 67th consecutive year. However, it&#39;s buying back less stock, with direct share repurchases at an estimated $6 billion to $8 billion compared to $10 billion in fiscal 2022.</p><p>P&amp;G&#39;s consistency deserves a premium valuation, no matter the market cycle. Even in the face of challenges, the company generates ample free cash flow to support a growing dividend and buybacks. After all, free cash flow used on dividends and buybacks is effectively cash that the company doesn&#39;t need to run the core business. Investors would be hard-pressed to find a company that is better insulated from economic headwinds than Procter &amp; Gamble. Its 22.9 price-to-earnings ratio isn&#39;t all that inexpensive relative to the rest of the market. But the quality of its dividend (yielding 2.8%) makes P&amp;G one of the most reliable ways to generate passive income.</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 Top Stocks for November</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 Top Stocks for November\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-31 11:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/10/30/5-top-stocks-for-november/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>One of the greatest challenges of being a long-term investor is enduring market cycles. It can be downright perplexing to see individual stocks and sectors go from in favor to out of favor on a whim. ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/10/30/5-top-stocks-for-november/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","SGXZ31699556.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"C\" (SGDHDG) ACC","SG9999015341.SGD":"United Income Focus Trust Acc SGD-H","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","BK4528":"SaaS概念","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","BK4516":"特朗普概念","BK4023":"应用软件","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","SG9999017495.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"B\" (SGD) ACC","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","BK4018":"居家用品","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","SG9999018865.SGD":"United Global Quality Growth Fd Cl Dist SGD-H","SG9999014914.USD":"UNITED GLOBAL QUALITY GROWTH (USDHDG) INC","BK4576":"AR","GOOG":"谷歌","LU0238689110.USD":"贝莱德环球动力股票基金","SG9999014575.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USDHDG) INC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","BK4566":"资本集团","BK4558":"双十一","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","SG9999001077.SGD":"United International Growth Fund SGD","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","BK4535":"淡马锡持仓","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4577":"网络游戏","LU0056508442.USD":"贝莱德世界科技基金A2","BK4559":"巴菲特持仓","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","BK4550":"红杉资本持仓","F":"福特汽车","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","BK4574":"无人驾驶","PG":"宝洁","BK4097":"系统软件","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","SG9999014567.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USD) ACC","SG9999018857.SGD":"United Global Quality Growth Fd Cl Acc SGD-H","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD","LU0861579265.USD":"联博低波幅策略股票基金A","CF":"CF工业"},"source_url":"https://www.fool.com/investing/2022/10/30/5-top-stocks-for-november/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2279381784","content_text":"One of the greatest challenges of being a long-term investor is enduring market cycles. It can be downright perplexing to see individual stocks and sectors go from in favor to out of favor on a whim. But steep sell-offs and volatility can present impeccable buying opportunities for patient investors.As a recent example, note that in 2020 the three worst-performing sectors in the S&P 500 were energy, real estate, and financials. The reverse was true the following year, as energy, real estate, and financials were, in order, the three best-performing sectors of 2021. While investors shouldn't expect these kinds of rapid reversals over the short term, it's worth noting that sharp price movements aren't always grounded in fundamentals and can have nothing to do with a core investment thesis.Bear markets have historically presented impeccable buying opportunities -- but only for companies that have what it takes to overcome obstacles and grow over the long term. Here's why Microsoft (MSFT 4.02%), Ford Motor Company (F 2.00%), The Trade Desk (TTD -0.09%), Vertex Pharmaceuticals (VRTX 9.03%), and Procter & Gamble (PG 2.53%) stand out as five compelling buys now.Image source: Getty Images.Indispensable software products and cloud servicesTrevor Jennewine (Microsoft): Microsoft saw its share price tumble more than 7% following its earnings report for the first fiscal quarter (ended Sept. 30, 2022). Revenue rose 11% to $50.1 billion, a big deceleration from 22% growth last year, and earnings fell 13% to $2.35 per diluted share. Worse yet, guidance came in short of Wall Street's expectations, as CFO Amy Hood said weak PC demand would persist into the second quarter, negatively impacting revenue from Windows and Surface devices. Hood also said ad spend on LinkedIn and Bing Search would likely suffer too.However, things aren't as bad as they seem. Revenue actually climbed 16% when unfavorable foreign exchange rates are stripped out, and earnings climbed 11% when adjusted for a one-time tax benefit last year. Additionally, temporary economic headwinds may put pressure on Microsoft in the near term, but they leave the long-term investment thesis unchanged. That means short-sighted shareholders who sold the stock have created a buying opportunity for patient investors.The bull case for Microsoft is straightforward. The company offers a range of mission-critical software and cloud services, and it has achieved a strong presence in several end markets. Most notably, Microsoft 365 brings together industry-leading tools like Office 365 for productivity, Power BI for business analytics, and Teams for communication and collaboration.Microsoft is also a strong contender in several cybersecurity verticals -- access management, endpoint protection, security information, and event management -- and its security customer count jumped 33% to 860,000 in the most recent quarter. That puts Microsoft in front of a large growth opportunity, as the cybersecurity software market is expected to increase at 12% per year through the end of the decade, reaching $500 billion by 2030, according to Grand View Research.Finally, Microsoft Azure is the second-largest cloud services provider. It trails Amazon Web Services by a wide margin, but it has twice as much market share as the third-place contender, Alphabet's Google Cloud. That bodes well for the future. Grand View Research estimates that cloud computing spend will grow at about 16% annually to approach $1.6 trillion by 2030.Currently, Microsoft's share price sits 32% off its high, marking its greatest drop in the last decade. That's why this stock is worth buying in November.This long-term growth story is intactNeha Chamaria (Ford): With Ford shares losing more than one-third of their value in 2022 so far, investors were pinning hopes on the auto giant's third-quarter numbers for some respite. Unfortunately, Ford reported a huge net loss for the quarter and trimmed its forecast for adjusted earnings before interest and tax (EBIT) for the full year.Yet, Ford just made a smart business move, and while that may have driven its Q3 losses higher, it shows how management is focused on high-growth areas even if it means making some tough decisions. Also, it's not that Ford isn't growing at all, which is why you'd want to give Ford stock a serious look while the market harps on near-term blips.Ford is facing a problem with supply, not demand. At the end of September, Ford had nearly 40,000 vehicles in inventory that couldn't be sold because of a shortage of parts. Yet it still grew its revenue by 10% year over year in Q3 on robust demand and expects supply challenges to ease in the coming quarters. In fact, Ford expects its wholesale shipments -- or units sold primarily to dealers -- to rise 10% in 2022. Also, Ford's adjusted EBIT guidance of $11.5 billion for the full year still translates into nearly 15% growth over 2021.In short, Ford may not be growing as fast as investors want it to, but it is growing at a decent pace despite the macroeconomic headwinds. Ford's electric vehicle (EV) sales are booming as well -- they tripled year over year in the month of September, with its F-150 Lightning pickup truck selling like hotcakes. And to double down on viable autonomous technologies, Ford will now build Level 2 and Level 3 self-driving technologies internally even as it announced plans to shut down Argo AI. It looks like a prudent move as Argo AI was focused on Level 4 technology, and so far, fully self-driven technology has proven to be more difficult than expected to develop and commercialize.A big write-off on its Argo AI investment may have hit Ford's bottom line in Q3, but that shouldn't detract you from the steady growth in Ford's shipments, EV sales, and cash flows. Not to mention its growth plans.Booming business amid a sectorwide slowdownAnders Bylund (The Trade Desk): I love to buy shares of excellent companies while they are cheap. That's a key ingredient in the classic investing mantra to \"buy low, sell high.\" It's even better when the company's business is booming, even though Wall Street tossed the stock in the bargain bin due to a systemic weakness in the relevant sector. A mismatch between expected weakness and robust results sets the stage for wealth-building returns in the long run.That's exactly what I see in The Trade Desk right now. The stock trades roughly 40% lower year to date as investors wrestle with widely reported slowdowns in online advertising sales. The market reaction makes sense at a glance, since The Trade Desk makes its money by running automated digital ad campaigns on behalf of other companies.However, The Trade Desk's business is firing on every available cylinder. Sales increased by 35% in the second quarter, compared to the year-ago period. Revenue, free cash flows, and cash reserves are skyrocketing, often leaving analyst estimates in the dust:TTD Free Cash Flow data by YChartsThe secret to The Trade Desk's success in a weak market is simple. Penny-pinching marketing campaign managers want to make the most of every ad-budget nickel in these challenging times. That's what The Trade Desk does best, adding data-driven value to its clients' advertising efforts.The company is set to report third-quarter results on Nov. 7. These reports don't always send share prices skyward, even when The Trade Desk presents impressive surprises on the top and bottom lines. Still, we are most likely about to get our hands on yet another piece of evidence that this company can thrive in a difficult market. Whether you buy The Trade Desk now at a deeper discount or wait for cold, hard financial gains in the earnings report, early November looks like a great time to pick up a few shares.Rising from today's modest starting price, this stock can make you plenty of money in the long run.A winner with even better days aheadKeith Speights (Vertex Pharmaceuticals): As 2022 winds down, the odds of the U.S. entering a recession appear to be increasing. Many, if not most, stocks will probably decline during an economic downturn. However, Vertex Pharmaceuticals is an exception. It's the kind of stock that's likely to thrive in a recession.Vertex is certainly defying the bear market right now. The biotech stock has soared more than 40% year to date. I think this winner has even better days ahead.All Vertex needs to do to continue growing its revenue and earnings is snag additional reimbursement deals and regulatory approvals for its existing cystic fibrosis (CF) drugs. That shouldn't be very difficult, in my view.The company and its partner, CRISPR Therapeutics, hope to soon file for regulatory approvals of exa-cel in treating rare blood disorders beta-thalassemia and sickle cell disease. I think the prospects for Vertex to have another future blockbuster in its lineup with the gene-editing therapy look bright.Vertex's pipeline also features three other promising late-stage programs. It could have yet another powerful CF therapy with the triple combination of VX-121/tezacaftor/VX-561. Non-opioid pain drug VX-548 has tremendous potential. Inaxaplin (VX-147) could be an effective treatment for APOL1-mediated kidney disease, an indication with a larger patient population than CF.A recession wouldn't cause Vertex's CF therapy sales to decline. Neither would macroeconomic issues impact the company's drug development programs. With the signs pointing toward the economy potentially heading south, I think Vertex is an ideal stock to buy in November to weather the storm.Procter & Gamble's consistency is unrivaledDaniel Foelber (Procter & Gamble): Currency weakness and inflation are taking a sledgehammer to the performance of U.S.-based companies -- particularly conglomerates with international exposure. Procter & Gamble (P&G) generates just over half of its sales from outside North America. A strong dollar means that international sales are effectively discounted relative to domestic sales, which impacts profitability.In its Q1 fiscal 2023 presentation, P&G forecasted a staggering $3.9 billion in full-year fiscal 2023 headwinds due to inflation, commodity, and currency-related factors. The $3.9 billion translates to an earnings per share (EPS) headwind of $1.57, or 27% of its full-year forecast.Despite this challenge, P&G is still forecasting flat to 4% core EPS growth in fiscal 2023, which is incredibly impressive given the impact of the headwinds discussed. P&G plans to distribute $9 billion in dividends in fiscal 2023 and will likely raise its dividend for the 67th consecutive year. However, it's buying back less stock, with direct share repurchases at an estimated $6 billion to $8 billion compared to $10 billion in fiscal 2022.P&G's consistency deserves a premium valuation, no matter the market cycle. Even in the face of challenges, the company generates ample free cash flow to support a growing dividend and buybacks. After all, free cash flow used on dividends and buybacks is effectively cash that the company doesn't need to run the core business. Investors would be hard-pressed to find a company that is better insulated from economic headwinds than Procter & Gamble. Its 22.9 price-to-earnings ratio isn't all that inexpensive relative to the rest of the market. But the quality of its dividend (yielding 2.8%) makes P&G one of the most reliable ways to generate passive income.","news_type":1},"isVote":1,"tweetType":1,"viewCount":148,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9904273883,"gmtCreate":1660060777444,"gmtModify":1703477447740,"author":{"id":"3578825237066036","authorId":"3578825237066036","name":"rayguy","avatar":"https://static.tigerbbs.com/014543af7576ed5edbcbdeffd50f27eb","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3578825237066036","idStr":"3578825237066036"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9904273883","repostId":"2257494848","repostType":4,"repost":{"id":"2257494848","pubTimestamp":1660059240,"share":"https://ttm.financial/m/news/2257494848?lang=&edition=fundamental","pubTime":"2022-08-09 23:34","market":"us","language":"en","title":"3 Stocks to Avoid This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=2257494848","media":"Motley Fool","summary":"These investments seem pretty vulnerable right now.","content":"<html><head></head><body><p>Things didn&#39;t work out for my &#34;three stocks to avoid&#34; column last week. The three stocks I thought were going to lose to the market for the week -- <b><a href=\"https://laohu8.com/S/W\">Wayfair</a></b>, <b>TrueCar</b>, and <b>Tesla Motors</b> -- rose 16%, climbed 2%, and fell 3%, respectively, averaging out to a 5% increase.</p><p>The <b>S&amp;P 500</b> experienced a 0.4% move higher. I was wrong, as the average return of the three of the investments I figured would fare worse beat the market. I have still been right in 27 of the past 42 weeks.</p><p>Where do I go to next? I see <b>AMTD Digital</b>, <b>Roblox</b>, and <b>Coinbase</b> as stocks you may want to consider steering clear of this week. Let&#39;s go over my near-term concerns with all three investments.</p><h2><b>AMTD Digital</b></h2><p>The past month has been wild -- if not outright ridiculous -- for AMTD Digital. The one-stop platform in Asia for digital solutions went public at $7.80 in mid-July. It opened at $13, and it has only shot higher. Last week alone we saw the stock open at $335.50, hit a high of $2,555.30 a day later, and close at $721.23 on Friday.</p><p>Keep in mind that with 185 million shares outstanding we were talking about a market cap of $472 billion at last week&#39;s peak. There are only eight U.S.-listed stocks with higher market caps, and those are all substantially large blue chip businesses. AMTD putting out a press release early last week -- perplexed by the stock&#39;s buoyancy -- didn&#39;t cool the feeding frenzy.</p><p>AMTD Digital generated just $25.2 million in revenue in fiscal 2021, and revenue growth has been flattish through the first 10 months of fiscal 2022. This is a real business, but the valuation is off the charts right now.</p><h2><b>Roblox</b></h2><p>Roblox has captured the hearts and time of its young player base, but the once blistering growth is starting to slow. Roblox saw its business gains accelerate when we were hunkering down at home during the early stages of the pandemic. Revenue went from rising 56% in 2019 to 82% in 2020 and 108% last year. The year-over-year increases are starting to slow dramatically, decelerating for four consecutive quarters.</p><p>Things don&#39;t appear to be getting any better with Roblox heading into its second-quarter report on Tuesday afternoon. The first quarter was rough, with Roblox posting its first sequential decline in revenue as a public company. Average bookings per daily active user also hit a post-pandemic low. After posting larger than expected losses in back-to-back quarters Roblox has a lot to prove this week.</p><h2><b>Coinbase</b></h2><p>Shares of Coinbase have more than doubled since bottoming out in May. Is the rally warranted? It&#39;s true that cryptocurrencies have started to bounce back after a brutal drawdown earlier this year. Coinbase is also in much better financial shape than the other more aggressive platforms that buckled under the weight of their own risk-taking practices.</p><p>Like Roblox, Coinbase will be reporting fresh financial results shortly after Tuesday&#39;s market close. It won&#39;t be pretty. Analysts see revenue cut by more than half from prior year levels. All Wall Street pros following the leading crypto exchange are bracing for the once high-margin Coinbase to clock in with a quarterly loss.</p><p>It&#39;s going to be a bumpy road for some of these investments. If you&#39;re looking for safe stocks, you aren&#39;t likely to find them in AMTD Digital, Roblox, and Coinbase this week.</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 Stocks to Avoid This Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Stocks to Avoid This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-09 23:34 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/08/08/3-stocks-to-avoid-this-week/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Things didn't work out for my \"three stocks to avoid\" column last week. The three stocks I thought were going to lose to the market for the week -- Wayfair, TrueCar, and Tesla Motors -- rose 16%, ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/08/08/3-stocks-to-avoid-this-week/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RBLX":"Roblox Corporation","AMTD":"Amtd Idea"},"source_url":"https://www.fool.com/investing/2022/08/08/3-stocks-to-avoid-this-week/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2257494848","content_text":"Things didn't work out for my \"three stocks to avoid\" column last week. The three stocks I thought were going to lose to the market for the week -- Wayfair, TrueCar, and Tesla Motors -- rose 16%, climbed 2%, and fell 3%, respectively, averaging out to a 5% increase.The S&P 500 experienced a 0.4% move higher. I was wrong, as the average return of the three of the investments I figured would fare worse beat the market. I have still been right in 27 of the past 42 weeks.Where do I go to next? I see AMTD Digital, Roblox, and Coinbase as stocks you may want to consider steering clear of this week. Let's go over my near-term concerns with all three investments.AMTD DigitalThe past month has been wild -- if not outright ridiculous -- for AMTD Digital. The one-stop platform in Asia for digital solutions went public at $7.80 in mid-July. It opened at $13, and it has only shot higher. Last week alone we saw the stock open at $335.50, hit a high of $2,555.30 a day later, and close at $721.23 on Friday.Keep in mind that with 185 million shares outstanding we were talking about a market cap of $472 billion at last week's peak. There are only eight U.S.-listed stocks with higher market caps, and those are all substantially large blue chip businesses. AMTD putting out a press release early last week -- perplexed by the stock's buoyancy -- didn't cool the feeding frenzy.AMTD Digital generated just $25.2 million in revenue in fiscal 2021, and revenue growth has been flattish through the first 10 months of fiscal 2022. This is a real business, but the valuation is off the charts right now.RobloxRoblox has captured the hearts and time of its young player base, but the once blistering growth is starting to slow. Roblox saw its business gains accelerate when we were hunkering down at home during the early stages of the pandemic. Revenue went from rising 56% in 2019 to 82% in 2020 and 108% last year. The year-over-year increases are starting to slow dramatically, decelerating for four consecutive quarters.Things don't appear to be getting any better with Roblox heading into its second-quarter report on Tuesday afternoon. The first quarter was rough, with Roblox posting its first sequential decline in revenue as a public company. Average bookings per daily active user also hit a post-pandemic low. After posting larger than expected losses in back-to-back quarters Roblox has a lot to prove this week.CoinbaseShares of Coinbase have more than doubled since bottoming out in May. Is the rally warranted? It's true that cryptocurrencies have started to bounce back after a brutal drawdown earlier this year. Coinbase is also in much better financial shape than the other more aggressive platforms that buckled under the weight of their own risk-taking practices.Like Roblox, Coinbase will be reporting fresh financial results shortly after Tuesday's market close. It won't be pretty. Analysts see revenue cut by more than half from prior year levels. All Wall Street pros following the leading crypto exchange are bracing for the once high-margin Coinbase to clock in with a quarterly loss.It's going to be a bumpy road for some of these investments. If you're looking for safe stocks, you aren't likely to find them in AMTD Digital, Roblox, and Coinbase this week.","news_type":1},"isVote":1,"tweetType":1,"viewCount":129,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":176623339,"gmtCreate":1626880968321,"gmtModify":1703479929037,"author":{"id":"3578825237066036","authorId":"3578825237066036","name":"rayguy","avatar":"https://static.tigerbbs.com/014543af7576ed5edbcbdeffd50f27eb","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3578825237066036","idStr":"3578825237066036"},"themes":[],"htmlText":"Ohhh","listText":"Ohhh","text":"Ohhh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/176623339","repostId":"1107219983","repostType":4,"repost":{"id":"1107219983","pubTimestamp":1626858926,"share":"https://ttm.financial/m/news/1107219983?lang=&edition=fundamental","pubTime":"2021-07-21 17:15","market":"us","language":"en","title":"Here Is The One-Word Reason Why JPMorgan Just Raised Its S&P Target To 4,600","url":"https://stock-news.laohu8.com/highlight/detail?id=1107219983","media":"zerohedge","summary":"Mid-cycle?Late-cycle? Nope: according to the latest note published overnight from JPMorgan head glob","content":"<p>Mid-cycle?Late-cycle? Nope: according to the latest note published overnight from JPMorgan head global equity strategist Dubravko Lakos-Bujas, \"even though equity leadership and bonds are trading as if the global economy is entering late cycle,<b>our research suggests the recovery is still in early-cycle</b>and gradually transitioning towards mid-cycle.\" And echoing his JPM colleague and fellow Croat, Marko Kolanovic, who yesterdayadvised clients to stop freaking out about the delta variant(advise which markets are taking to heart today), Dubravko writes that the largest commercial bank remains \"constructive on equities and see the latest round of growth and slowdown fears premature and overblown.\"</p>\n<p><img src=\"https://static.tigerbbs.com/52b0923c42b8b316b85e56a776fa3337\" tg-width=\"1132\" tg-height=\"1215\" width=\"100%\" height=\"auto\">Elaborating on why he is sanguine about the current Delta case breakout, Lakos-Bujas writes that \"we remain of the view that this latest wave will not derail the broader reopening process. While cases have gone up, deaths / hospitalizations remain low and stable due to broadening vaccination rollout and self-immunity from prior waves.\"</p>\n<p><img src=\"https://static.tigerbbs.com/d396ca943f750f3a3bcb38e01a53cbdf\" tg-width=\"772\" tg-height=\"546\" width=\"100%\" height=\"auto\">The strategist then argues that \"reopening of the economy is not an event but rather a process, which in our opinion is still not priced-in, and especially not now given recent market moves. For instance, an increasing number of reopening stocks are now down 30-50% from 1Q21 highs (i.e. travel, cruise lines, oil) and some have reversed back to last year June levels when COVID-19 uncertainty and economic setup were vastly worse than today.\"</p>\n<p>Given the above, JPM sees \"increasingly compelling\" risk/reward for the reopening theme, which can be expressed through Consumer Recovery (JPAMCONR &lt;Index&gt;), Domestic Recovery (JPAMCRDB &lt;Index&gt;) and International Recovery (JPAMCRIB &lt;Index&gt;) baskets, see Fig 1.\" Additionally, JPm argues that global mobility remains nascent and its normalization will continue to release pent-up demand, while tight inventories and new orders bode positively for global growth.</p>\n<p><img src=\"https://static.tigerbbs.com/dc9c52172685e208ffe19abe53233205\" tg-width=\"958\" tg-height=\"959\" width=\"100%\" height=\"auto\">Combining all this bullishness,<b>the JPM equity strategist is revising his EPS estimates higher by an additional $5 to $205 for 2021 and raises the bank's long-held 2021 year-end price target of 4,400 to 4,600, due to the following considerations:</b></p>\n<blockquote>\n At a thematic/sector level, the risk/reward for reopening stocks has improved significantly with the recent pullback creating many unusually attractive opportunities for investors to re-enter various parts of the cyclical cohort. Consumer Discretionary (i.e. Retail, Travel &amp; Leisure), Semis, Banks and Energy are strong buys at current levels. For instance,\n <b>large-cap Energy is now trading at a ~10% FCF yield and a &gt;8% FCF/EV yield at $70 Brent in 2022, with leverage that is &lt;1x</b>. The sector has increasing potential for a sharp short squeeze and move higher, given its extreme disconnect from oil fundamentals (i.e. widest in 30+ years, Figure 10). In addition, our Semiconductor research argues that we are only 30-40% of the way into&nbsp; the current semiconductor upcycle and expect strong Y/Y growth into next year with positive EPS revisions for the next 3-4 quarters. Supply will likely remain tight into 2022, while demand remains strong (20-40% above companies’ ability to supply), thus this supply demand imbalance will persist through 2021. Although customers are responding to tight supply with higher than needed orders, ongoing supply tightness is limiting fulfillment. In fact, JPM expects channel and customer inventories to decline Q/Q again in the just completed June quarter.\n</blockquote>\n<p>Looking at the fundamentals, JPM predicts that S&amp;P 500 gains should also be supported by strong earnings growth and capital return until 2023,<b>and is why JPM is adjusting its above consensus S&amp;P 500 EPS by another $5 for 2022 to $230 (consensus $214) and 2023 to $250 (consensus $233).</b></p>\n<blockquote>\n This revision is largely due to global reopening which is delayed and bound to release further pent-up demand, inventory replenishment, rising profitability for Energy companies, and ongoing policy actions (childcare, infrastructure, etc). We expect cumulative revenue growth of ~30% by 2023 relative to pre-COVID (FY 2019), ~150bp net income margin expansion to a record high at over 13%, and gross buybacks nearing an annual pace of ~$1t during this period.\n</blockquote>\n<p>While all sectors are expected to contribute to earnings growth, JPM expects reflation sensitive sectors (Commodities, Financials, Industrials) and Consumer to do the heaviest lifting in the coming quarters in terms of beats and revisions.</p>\n<p>Putting it all together, Lakos-Bujas says that \"<b>considering this outlook for earnings and shareholder return, we are raising our Price Target to 4,600 for year-end 2021.\"</b></p>\n<p>But while any first year strategist can goalseek a fundamentally bullish narrative and chart it, as JPM has done below...</p>\n<p><img src=\"https://static.tigerbbs.com/41e87174356d968c69893caff66745e0\" tg-width=\"1072\" tg-height=\"1304\" width=\"100%\" height=\"auto\">... there is a very specific reason behind JPM's bullish reversal:<b>the coming surge in buybacks which will result in a boom in shareholder returns,</b>or as Dubravko notes, \"corporates have already increased gross buybacks from pandemic era low of $525b (trailing twelve months as of 1Q21) to an annualized run rate of ~$775b YTD and should surpass previous record of ~$850b (as of 1Q19).\"</p>\n<p><img src=\"https://static.tigerbbs.com/3b09d295af263e87277eaffbda47bb7c\" tg-width=\"1076\" tg-height=\"435\" width=\"100%\" height=\"auto\">In practical terms, JPM expects a sharp drop in the S&amp;P's share count in the next 24 months as the buyback-facilitated slow-motion LBO continues.</p>\n<p><img src=\"https://static.tigerbbs.com/ae94ad29f188e3aac5cdf92b9df65fc3\" tg-width=\"1048\" tg-height=\"396\" width=\"100%\" height=\"auto\">Some more details below on the one biggest catalyst behind JPM's SPX price target hike:</p>\n<blockquote>\n <b>Expecting a boom in shareholder return led by buybacks.</b>Buybacks are reemerging as a key theme with net buyback activity significantly improving this year after bottoming in 2Q20. Corporate buyback announcements, typically a leading indicator of buyback execution activity and corporate confidence, have already well-exceeded 2020 levels ($431B YTD vs. $307B 2020, see Figure 25). In fact,\n <b>the rebound in announcement activity is similar to the surge post-TCJA (see Figure 23) which is tracking towards and it is likely to easily surpass ~$650B by year-end and likely to see rolling 12-month announcements surpass prior record level of ~$1T.</b>Historically, buyback announcements have been concentrated within Technology and Financials. However, YTD we are seeing strong announcement activity from Communications as well (driven by GOOGL ~$50B in Apr). As a reminder, ~$90B of Tech’s $133B in announcements YTD is supported by AAPL and ~$25B of Financials' ~$92B is supported by BAC.\n</blockquote>\n<p><img src=\"https://static.tigerbbs.com/774d4e9c2550b27c62d10733947c8de4\" tg-width=\"1077\" tg-height=\"384\" width=\"100%\" height=\"auto\">With the June 30th lifting of pandemic era restriction on US Banks,<b>we could see some further pick-up in buyback announcements.</b>Dry powder (i.e. announced repurchase programs not yet executed) levels have been recovering to pre-pandemic levels (~$658B, see Figure 27) as executions have been relatively slower to rebound but should show a material sequential growth in the coming quarters. With record profit margins (~13% in 2022 vs ~11.5% in 2019), bloated cash levels of $2.0T ex-financials (vs. $1.6T pre- COVID), and lower high grade debt yields (JULI at 2.6% now, vs 3.3% prepandemic),<b>we are expecting a boom in buyback activity over the next year.</b>Gross buybacks should surpass the prior executed high of $850b.</p>\n<p><img src=\"https://static.tigerbbs.com/053354e7e2fc9ea74585b437e0d77f78\" tg-width=\"1076\" tg-height=\"415\" width=\"100%\" height=\"auto\">In summary,<i>assuming $875b in buybacks and dividend income of $575 over the next year,</i>JPM calculates that<b>the expected shareholder yield is 3.9%.</b>This, as Dubravko concludes, \"is a significant cross-asset valuation support for equities at a time when 10yr US bonds are yielding 1.2% and $13 trillion of global debt has a negative yield.\"</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Here Is The One-Word Reason Why JPMorgan Just Raised Its S&P Target To 4,600</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHere Is The One-Word Reason Why JPMorgan Just Raised Its S&P Target To 4,600\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-21 17:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zerohedge.com/markets/here-one-word-reason-why-jpmorgan-just-raised-its-sp-target-4600><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Mid-cycle?Late-cycle? Nope: according to the latest note published overnight from JPMorgan head global equity strategist Dubravko Lakos-Bujas, \"even though equity leadership and bonds are trading as ...</p>\n\n<a href=\"https://www.zerohedge.com/markets/here-one-word-reason-why-jpmorgan-just-raised-its-sp-target-4600\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","SPY":"标普500ETF"},"source_url":"https://www.zerohedge.com/markets/here-one-word-reason-why-jpmorgan-just-raised-its-sp-target-4600","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107219983","content_text":"Mid-cycle?Late-cycle? Nope: according to the latest note published overnight from JPMorgan head global equity strategist Dubravko Lakos-Bujas, \"even though equity leadership and bonds are trading as if the global economy is entering late cycle,our research suggests the recovery is still in early-cycleand gradually transitioning towards mid-cycle.\" And echoing his JPM colleague and fellow Croat, Marko Kolanovic, who yesterdayadvised clients to stop freaking out about the delta variant(advise which markets are taking to heart today), Dubravko writes that the largest commercial bank remains \"constructive on equities and see the latest round of growth and slowdown fears premature and overblown.\"\nElaborating on why he is sanguine about the current Delta case breakout, Lakos-Bujas writes that \"we remain of the view that this latest wave will not derail the broader reopening process. While cases have gone up, deaths / hospitalizations remain low and stable due to broadening vaccination rollout and self-immunity from prior waves.\"\nThe strategist then argues that \"reopening of the economy is not an event but rather a process, which in our opinion is still not priced-in, and especially not now given recent market moves. For instance, an increasing number of reopening stocks are now down 30-50% from 1Q21 highs (i.e. travel, cruise lines, oil) and some have reversed back to last year June levels when COVID-19 uncertainty and economic setup were vastly worse than today.\"\nGiven the above, JPM sees \"increasingly compelling\" risk/reward for the reopening theme, which can be expressed through Consumer Recovery (JPAMCONR <Index>), Domestic Recovery (JPAMCRDB <Index>) and International Recovery (JPAMCRIB <Index>) baskets, see Fig 1.\" Additionally, JPm argues that global mobility remains nascent and its normalization will continue to release pent-up demand, while tight inventories and new orders bode positively for global growth.\nCombining all this bullishness,the JPM equity strategist is revising his EPS estimates higher by an additional $5 to $205 for 2021 and raises the bank's long-held 2021 year-end price target of 4,400 to 4,600, due to the following considerations:\n\n At a thematic/sector level, the risk/reward for reopening stocks has improved significantly with the recent pullback creating many unusually attractive opportunities for investors to re-enter various parts of the cyclical cohort. Consumer Discretionary (i.e. Retail, Travel & Leisure), Semis, Banks and Energy are strong buys at current levels. For instance,\n large-cap Energy is now trading at a ~10% FCF yield and a >8% FCF/EV yield at $70 Brent in 2022, with leverage that is <1x. The sector has increasing potential for a sharp short squeeze and move higher, given its extreme disconnect from oil fundamentals (i.e. widest in 30+ years, Figure 10). In addition, our Semiconductor research argues that we are only 30-40% of the way into  the current semiconductor upcycle and expect strong Y/Y growth into next year with positive EPS revisions for the next 3-4 quarters. Supply will likely remain tight into 2022, while demand remains strong (20-40% above companies’ ability to supply), thus this supply demand imbalance will persist through 2021. Although customers are responding to tight supply with higher than needed orders, ongoing supply tightness is limiting fulfillment. In fact, JPM expects channel and customer inventories to decline Q/Q again in the just completed June quarter.\n\nLooking at the fundamentals, JPM predicts that S&P 500 gains should also be supported by strong earnings growth and capital return until 2023,and is why JPM is adjusting its above consensus S&P 500 EPS by another $5 for 2022 to $230 (consensus $214) and 2023 to $250 (consensus $233).\n\n This revision is largely due to global reopening which is delayed and bound to release further pent-up demand, inventory replenishment, rising profitability for Energy companies, and ongoing policy actions (childcare, infrastructure, etc). We expect cumulative revenue growth of ~30% by 2023 relative to pre-COVID (FY 2019), ~150bp net income margin expansion to a record high at over 13%, and gross buybacks nearing an annual pace of ~$1t during this period.\n\nWhile all sectors are expected to contribute to earnings growth, JPM expects reflation sensitive sectors (Commodities, Financials, Industrials) and Consumer to do the heaviest lifting in the coming quarters in terms of beats and revisions.\nPutting it all together, Lakos-Bujas says that \"considering this outlook for earnings and shareholder return, we are raising our Price Target to 4,600 for year-end 2021.\"\nBut while any first year strategist can goalseek a fundamentally bullish narrative and chart it, as JPM has done below...\n... there is a very specific reason behind JPM's bullish reversal:the coming surge in buybacks which will result in a boom in shareholder returns,or as Dubravko notes, \"corporates have already increased gross buybacks from pandemic era low of $525b (trailing twelve months as of 1Q21) to an annualized run rate of ~$775b YTD and should surpass previous record of ~$850b (as of 1Q19).\"\nIn practical terms, JPM expects a sharp drop in the S&P's share count in the next 24 months as the buyback-facilitated slow-motion LBO continues.\nSome more details below on the one biggest catalyst behind JPM's SPX price target hike:\n\nExpecting a boom in shareholder return led by buybacks.Buybacks are reemerging as a key theme with net buyback activity significantly improving this year after bottoming in 2Q20. Corporate buyback announcements, typically a leading indicator of buyback execution activity and corporate confidence, have already well-exceeded 2020 levels ($431B YTD vs. $307B 2020, see Figure 25). In fact,\n the rebound in announcement activity is similar to the surge post-TCJA (see Figure 23) which is tracking towards and it is likely to easily surpass ~$650B by year-end and likely to see rolling 12-month announcements surpass prior record level of ~$1T.Historically, buyback announcements have been concentrated within Technology and Financials. However, YTD we are seeing strong announcement activity from Communications as well (driven by GOOGL ~$50B in Apr). As a reminder, ~$90B of Tech’s $133B in announcements YTD is supported by AAPL and ~$25B of Financials' ~$92B is supported by BAC.\n\nWith the June 30th lifting of pandemic era restriction on US Banks,we could see some further pick-up in buyback announcements.Dry powder (i.e. announced repurchase programs not yet executed) levels have been recovering to pre-pandemic levels (~$658B, see Figure 27) as executions have been relatively slower to rebound but should show a material sequential growth in the coming quarters. With record profit margins (~13% in 2022 vs ~11.5% in 2019), bloated cash levels of $2.0T ex-financials (vs. $1.6T pre- COVID), and lower high grade debt yields (JULI at 2.6% now, vs 3.3% prepandemic),we are expecting a boom in buyback activity over the next year.Gross buybacks should surpass the prior executed high of $850b.\nIn summary,assuming $875b in buybacks and dividend income of $575 over the next year,JPM calculates thatthe expected shareholder yield is 3.9%.This, as Dubravko concludes, \"is a significant cross-asset valuation support for equities at a time when 10yr US bonds are yielding 1.2% and $13 trillion of global debt has a negative yield.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":192,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":122854248,"gmtCreate":1624612744484,"gmtModify":1703841717877,"author":{"id":"3578825237066036","authorId":"3578825237066036","name":"rayguy","avatar":"https://static.tigerbbs.com/014543af7576ed5edbcbdeffd50f27eb","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3578825237066036","idStr":"3578825237066036"},"themes":[],"htmlText":"Ohhhhhh","listText":"Ohhhhhh","text":"Ohhhhhh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/122854248","repostId":"1130523659","repostType":4,"repost":{"id":"1130523659","pubTimestamp":1624612468,"share":"https://ttm.financial/m/news/1130523659?lang=&edition=fundamental","pubTime":"2021-06-25 17:14","market":"us","language":"en","title":"Amazon is likely about to face a much bigger union fight","url":"https://stock-news.laohu8.com/highlight/detail?id=1130523659","media":"cnn","summary":"(CNN Business)Amazon defeated a high-profile union drive at a warehouse in Alabama earlier this year","content":"<p>(CNN Business)Amazon defeated a high-profile union drive at a warehouse in Alabama earlier this year. But now the e-commerce giant could face a much larger campaign to unionize its US warehouse workers, launched by one of the biggest unions in the nation.</p>\n<p>The International Brotherhood of Teamsters voted Thursday in favor of a resolution to make \"building worker power at Amazon and helping those workers achieve a union contract\" a main priority, according to a copy of the resolution. Under the resolution, called the \"Amazon Project,\" Teamsters would fully fund the effort, which would include eventually creating a special Amazon Division to aid workers.</p>\n<p>Teamsters said that 1,562 delegates out of 1,632 representing more than 500 local unions voted in favor of the resolution.</p>\n<p>Amazon declined to comment on the matter.</p>\n<p>The effort comes on the heels of a landmark union push at Amazon's Bessemer, Alabama, facility in the midst of the pandemic, which ultimately prompted Amazon and its outgoing CEO, Jeff Bezos, to promise changes and concede more needs to be done to improve the work experience of its warehouse employees.</p>\n<p>The Teamsters, which represents 1.4 million US workers including UPS workers, said in the resolution that \"Amazon is changing the nature of work in our country and touches many core Teamster industries and employers such as UPS, parcel delivery, freight, airline, food distribution and motion picture, and presents an existential threat to the standards we have set in these industries.\"</p>\n<p>The union said it is not discussing its strategy at this time, but labor experts told CNN Business that the details thus far indicate a fundamentally different approach to the one Amazon fended off in Alabama, which was led by the Retail, Wholesale and Department Store Union (RWDSU). That effort sought to unionize workers at a single warehouse in Bessemer through a National Labor Relations Board election.</p>\n<p>The Teamsters' aim is to go after \"Amazon as an employer rather than trying to organize site-by-site and workplace-by-workplace, which was what the Bessemer organizing drive ended up being,\" said Rebecca Givan, an associate labor studies professor at Rutgers University, who noted that there's likely not a single path to success when it comes to the Teamsters' approach.</p>\n<p>\"[The Teamsters] can try a number of different paths and deploy a number of different strategies. They can push for improvements that might stop short of union recognition but might improve the lives of everyone who works for Amazon,\" said Givan. She added that the Teamsters may seek to push Amazon to recognize representation of its workers or to implement specific policies with or without any formal union recognition.</p>\n<p>In an interview with the Guardian published Thursday, the Teamsters' national Amazon director Randy Korgan acknowledged it may take such an approach. \"Everything is on the table,\" Korgan said, mentioning potentially pressuring Amazon to agree to some sort of recognition.</p>\n<p>Jeffrey Hirsch, a labor law professor at the University of North Carolina, told CNN Business, \"It is hard for me to imagine a company like Amazon — given their anti-union stance and their power frankly — voluntarily recognizing any union.\"</p>\n<p>Hirsch added: \"The one liability that a company like Amazon has is their high profile nature -- it's a blessing and a curse.\" As the Teamsters may work to further draw attention to issues facing workers, \"that's going to hurt Amazon, potentially more than other companies,\" he said.</p>\n<p>Per the resolution, the Teamsters said it has \"fought for workers' rights to organize and build power any way we could, including shop floor strikes, city-wide strikes and actions in the streets.\"</p>\n<p>Givan said the resolution is a first step and indicates a willingness to allocate resources to the issue. \"We'll see what the work looks like,\" she said, adding that, \"Teamsters working in this industry understand how bad Amazon is for workers, and that will be a key to activating this campaign.\"</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Amazon is likely about to face a much bigger union fight</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\">\nAmazon is likely about to face a much bigger union fight\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-25 17:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://edition.cnn.com/2021/06/24/tech/amazon-teamsters-union-resolution/index.html><strong>cnn</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(CNN Business)Amazon defeated a high-profile union drive at a warehouse in Alabama earlier this year. But now the e-commerce giant could face a much larger campaign to unionize its US warehouse ...</p>\n\n<a href=\"https://edition.cnn.com/2021/06/24/tech/amazon-teamsters-union-resolution/index.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"},"source_url":"https://edition.cnn.com/2021/06/24/tech/amazon-teamsters-union-resolution/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130523659","content_text":"(CNN Business)Amazon defeated a high-profile union drive at a warehouse in Alabama earlier this year. But now the e-commerce giant could face a much larger campaign to unionize its US warehouse workers, launched by one of the biggest unions in the nation.\nThe International Brotherhood of Teamsters voted Thursday in favor of a resolution to make \"building worker power at Amazon and helping those workers achieve a union contract\" a main priority, according to a copy of the resolution. Under the resolution, called the \"Amazon Project,\" Teamsters would fully fund the effort, which would include eventually creating a special Amazon Division to aid workers.\nTeamsters said that 1,562 delegates out of 1,632 representing more than 500 local unions voted in favor of the resolution.\nAmazon declined to comment on the matter.\nThe effort comes on the heels of a landmark union push at Amazon's Bessemer, Alabama, facility in the midst of the pandemic, which ultimately prompted Amazon and its outgoing CEO, Jeff Bezos, to promise changes and concede more needs to be done to improve the work experience of its warehouse employees.\nThe Teamsters, which represents 1.4 million US workers including UPS workers, said in the resolution that \"Amazon is changing the nature of work in our country and touches many core Teamster industries and employers such as UPS, parcel delivery, freight, airline, food distribution and motion picture, and presents an existential threat to the standards we have set in these industries.\"\nThe union said it is not discussing its strategy at this time, but labor experts told CNN Business that the details thus far indicate a fundamentally different approach to the one Amazon fended off in Alabama, which was led by the Retail, Wholesale and Department Store Union (RWDSU). That effort sought to unionize workers at a single warehouse in Bessemer through a National Labor Relations Board election.\nThe Teamsters' aim is to go after \"Amazon as an employer rather than trying to organize site-by-site and workplace-by-workplace, which was what the Bessemer organizing drive ended up being,\" said Rebecca Givan, an associate labor studies professor at Rutgers University, who noted that there's likely not a single path to success when it comes to the Teamsters' approach.\n\"[The Teamsters] can try a number of different paths and deploy a number of different strategies. They can push for improvements that might stop short of union recognition but might improve the lives of everyone who works for Amazon,\" said Givan. She added that the Teamsters may seek to push Amazon to recognize representation of its workers or to implement specific policies with or without any formal union recognition.\nIn an interview with the Guardian published Thursday, the Teamsters' national Amazon director Randy Korgan acknowledged it may take such an approach. \"Everything is on the table,\" Korgan said, mentioning potentially pressuring Amazon to agree to some sort of recognition.\nJeffrey Hirsch, a labor law professor at the University of North Carolina, told CNN Business, \"It is hard for me to imagine a company like Amazon — given their anti-union stance and their power frankly — voluntarily recognizing any union.\"\nHirsch added: \"The one liability that a company like Amazon has is their high profile nature -- it's a blessing and a curse.\" As the Teamsters may work to further draw attention to issues facing workers, \"that's going to hurt Amazon, potentially more than other companies,\" he said.\nPer the resolution, the Teamsters said it has \"fought for workers' rights to organize and build power any way we could, including shop floor strikes, city-wide strikes and actions in the streets.\"\nGivan said the resolution is a first step and indicates a willingness to allocate resources to the issue. \"We'll see what the work looks like,\" she said, adding that, \"Teamsters working in this industry understand how bad Amazon is for workers, and that will be a key to activating this campaign.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":189,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":161940506,"gmtCreate":1623902474605,"gmtModify":1703823080793,"author":{"id":"3578825237066036","authorId":"3578825237066036","name":"rayguy","avatar":"https://static.tigerbbs.com/014543af7576ed5edbcbdeffd50f27eb","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3578825237066036","idStr":"3578825237066036"},"themes":[],"htmlText":"Niceeeeee","listText":"Niceeeeee","text":"Niceeeeee","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/161940506","repostId":"1117650695","repostType":4,"repost":{"id":"1117650695","pubTimestamp":1623902228,"share":"https://ttm.financial/m/news/1117650695?lang=&edition=fundamental","pubTime":"2021-06-17 11:57","market":"us","language":"en","title":"Shopify: Valuation Should Not Be A Concern","url":"https://stock-news.laohu8.com/highlight/detail?id=1117650695","media":"seekingalpha","summary":"Shopify is a leading merchant platform empowering mostly small online retailers.Shopify is set to grow revenues to $5b by 2023.Fulfillment center strategy makes Shopify a long-term threat to Amazon.Shopify is taking a larger bite out of the e-commerce market and the price is justified given Shopify's potential for rapid revenue growth.Shopify  is a strong buy as the merchant platform takes a bigger and bigger bite out of the expanding e-commerce market and revenues are growing rapidly. Shopify i","content":"<p><b>Summary</b></p>\n<ul>\n <li>Shopify is a leading merchant platform empowering mostly small online retailers.</li>\n <li>Shopify is set to grow revenues to $5b by 2023.</li>\n <li>Fulfillment center strategy makes Shopify a long-term threat to Amazon.</li>\n <li>Shopify is taking a larger bite out of the e-commerce market and the price is justified given Shopify's potential for rapid revenue growth.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b5f3ab455f8b2c1956c4124771b084d9\" tg-width=\"768\" tg-height=\"400\"><span>ipopba/iStock via Getty Images</span></p>\n<p>Shopify (SHOP) is a strong buy as the merchant platform takes a bigger and bigger bite out of the expanding e-commerce market and revenues are growing rapidly. Shopify is on its way to becoming a $5b annual revenue company and its fulfillment center strategy provides fertile ground for stock price appreciation. Amazon(NASDAQ:AMZN)should be worried.</p>\n<p><b>Why Shopify is a strong buy</b></p>\n<p>Shopify enables people to start an online business relatively fast and with very little cost. Itse-commerce platform offers a suite of integrated products and apps that includes marketing functionality, payment processing and customer engagement tools. Shopify’s core services are paid for on a subscription basis with the most basic plan starting at $29-month.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d0e35fa316c0fd7e939400d53fd623fb\" tg-width=\"1280\" tg-height=\"266\"><span>(Source: Shopify)</span></p>\n<p>Thee-commerce market is booming, not just because of the pandemic. The ease of shopping and the wide distribution of mobile devices made online shopping popular even before COVID-19 emerged. Globale-commerce sales are expected to rise in the future with some estimates calling for global online sales of $4.9 trillion in 2021... with sales growing 30% to $6.4 trillion by 2024.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9918556cae0d9e7fdb0e58780b922413\" tg-width=\"907\" tg-height=\"460\"><span>(Source:Oberlo)</span></p>\n<p>Online sales are not only expected to grow in absolute terms but also relatively: E-Commerce is taking an ever-growing share of retail sales, a trend that accelerated during the 2020 pandemic year. Thee-commerce share of retail sales in 2020 was 18% and is projected to grow to 21.8% by 2024.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1c7297749c9cb665e56f89bb920507e5\" tg-width=\"905\" tg-height=\"463\"><span>(Source:Oberlo)</span></p>\n<p>Growth ine-commerce and merchandise volumes are not dependent on one particular category either. People buy everything from fashion items to personal care products online. According to Hootsuite’sDigital 2021 Global Overview Report, money spent on travel and accommodation cratered 51% due to the pandemic but all other categories grew sales by at least 18% Y/Y.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bd515034ac6d1ea79da171cca44eacb0\" tg-width=\"1232\" tg-height=\"682\"><span>(Source: Digital 2021Global Overview Report)</span></p>\n<p>Shopify also saw a year of revenue acceleration during the pandemic… just like Amazon did. As people lost their jobs because of COVID-19 and remote working became the new standard, Shopify’s merchant platform gained in popularity, too. The pandemic also helped shift a lot of purchasing power online as retail stores and small businesses shut their doors. Shopify benefited from these unfortunate trends by experiencing a surge in revenues as more retailers built online stores and processed transactions through Shopify. Shopify’s revenues surged 86% to $2.9b in FY 2020.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/47be367ae30fc395bd0cf9f998f5efc0\" tg-width=\"1106\" tg-height=\"574\"><span>(Source:Shopify)</span></p>\n<p>Shopify’s revenues can be broken down into two parts, subscriptions and merchant solutions. Subscriptions include the payments for monthly plans and merchant solutions include additional costs for doing business through Shopify, such as payment processing fees and costs associated with Shopify Shipping and point-of-sale terminals. Revenues from merchant solutions have become more important for Shopify over time as the platform developed its ecosystem and created new apps and products for its merchants to use.</p>\n<p>2020 was a banner year for Shopify and its merchants. The gross merchandise value, the amount cumulatively sold through Shopify, doubled from $61.1b before the pandemic to $119.6b a year later. While 2020 growth rates will likely decline in 2021 as normal retail businesses open their doors again, merchandise volumes will continue to grow as thee-commerce market expands. I estimate that Shopify’s GMV will reach $210b for FY 2021 and $340b next year.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/845466a2e9dd8dcae9d4d3c4542611c9\" tg-width=\"938\" tg-height=\"546\"><span>(Source: Shopify)</span></p>\n<p>Shopify’s FY 2020 gross profits also saw rapid growth. Gross profits surged 78% to $1.6b with more growth expected in FY 2021.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c2530faf2d14eb2bb0f90d05694eba0b\" tg-width=\"904\" tg-height=\"544\"><span>(Source: Shopify)</span></p>\n<p><b>Taking on Amazon</b></p>\n<p>Shopify’s merchant platform shows healthy growth in subscriber and merchant revenues and merchant revenues are going to continue to grow in importance as Shopify signs up new partners and develops its apps suite. This is quite predictable.</p>\n<p>Longer term, however, Shopify should emerge as a growing threat to Amazon because of its investments in fulfillment centers. Entering the physical space is the next step in Shopify’s evolution and Amazon should be worried. Amazon is still the largeste-commerce platform, by far, but Shopify’s move into fulfillment centers is set to narrow this existing gap between the two companies. Amazon’s share of US retaile-commerce share is 4.5 times larger than Shopify’s giving Shopify a lot of potential to catch up...</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5108b1c5dead03ebaec97df972ed74f7\" tg-width=\"891\" tg-height=\"600\"><span>(Source: Shopify)</span></p>\n<p>Building its own fulfillment centers makes strategic sense for Shopify since it solves problems that a lot of online retailers have. Fulfillment centers, as the same implies, take over the function of fulfillment. This means a merchant that sells on Shopify sends goods to a warehouse and Shopify takes over order processing and shipping in return for a fee. The benefit for the retailer is obvious: Reduced shipping times and optimized inventory management.</p>\n<p>The benefit for Shopify: It can collect more revenues by controlling the fulfillment part of the sales process. While Shopify will build new fulfillment centers in the US as part of a $1b investment plan, it also provides Shopify with the option to use its US fulfillment network as a springboard to enter markets outside the US and drive its international expansion.</p>\n<p>Shopify is cashed up after the pandemic year and has more than enough cash to finance its expansion which in the future will likely include the expansion into international fulfillment markets. Shopify’s balance sheet is healthy enough to support the platform’s growth.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b284d5316a0604662b9dd5af30215f3f\" tg-width=\"640\" tg-height=\"542\"><span>(Source:Shopify)</span></p>\n<p>If Shopify and Amazon were to go toe-to-toe, Amazon would have a distinct advantage… because it is so much bigger than Shopify and because its website is drawing the most traffic as the number onee-commerce platform in the US. Amazon is about ten times bigger than Shopify regarding market value and Amazon has sales that are more than one hundred times larger than Shopify’s… so the battle between these twoe-commerce companies can be seen as a battle between David and Goliath, with Amazon being the Goliath.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d5d0d062b9a02247c1e38dc5b0c23343\" tg-width=\"635\" tg-height=\"500\"><span>Data by YCharts</span></p>\n<p>But Shopify is growing its merchant platform fast and operates from a much smaller revenue base, which is easier to scale. Shopify has more than 1.7m merchants signed on to its platform from 175 countries and continually develops news complementary sources of revenues. In its latestproduct news, Shopify announced that it will make its “one-click checkout” available to all merchants selling on Facebook(NASDAQ:FB)&nbsp;and Google(NASDAQ:GOOG)(NASDAQ:GOOGL)using Shop Pay. The integration is set to lower the “abandoned card” problem many retailers have which is customers not completing the checkout process. Shop Pay could provide a remedy to this problem by making the checkout process easier and more efficient.</p>\n<p><b>Risks</b></p>\n<p>Margins ine-commerce are very thin and growing competition in the industry will make things worse long term. The easy and relatively low-cost entry into thee-commerce market could also turn out to be a problem longer term. Companies that win ine-commerce are companies like Shopify with their own ecosystems that create a moat and protect against competition. Slowing revenue growth and an overblown valuation may be the two biggest risks for Shopify.</p>\n<p><b>You pay for Shopify's growth...</b></p>\n<p>By the end of next year Shopify should be a $5b annual revenue company, but the critical revenue milestone could be reached much sooner if Shopify manages to grow as fast as it did during the pandemic. The expectation is for Shopify to earn $4.35-share on revenues of $4.4b in FY 2021 with revenues scaling to ten-fold to $42b this decade. I believe fulfillment centers alone represent a $1b annual revenue opportunity for Shopify long term. Revenues for FY 2022 should also be closer to $6.5b with the consensus calling for revenues of \"only\" $5.9b.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/add63adc4e771f68c7aa36779607334d\" tg-width=\"640\" tg-height=\"286\"><span>(Source: Seeking Alpha)</span></p>\n<p>Amazon still has a big lead on Shopify, but the twoe-commerce companies are set to go toe-to-toe long term. Every new product that Shopify rolls out and every new fulfillment center it builds brings Shopify one step closer to taking Amazon head-on. Although Shopify is more expensive than Amazon on a per-dollar-of-revenue basis, the merchant platform clearly has the stature and ambition to take on Amazon.</p>\n<p>Shopify trades at a P-S ratio of 28, but you pay for growth...</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f2f713ad31e8c26c8d670a737c252cdb\" tg-width=\"635\" tg-height=\"419\"><span>Data by YCharts</span></p>\n<p><b>Final thoughts</b></p>\n<p>Shopify has an incredible long-term growth opportunity and Amazon should be worried.</p>\n<p>Shopify has proven to be a real innovator in the industry and constantly develops new products that make online shopping easier for both the online retailer and the merchant.</p>\n<p>Although Shopify has a much higher P-S ratio than Amazon, Shopify has more potential to grow because of its relatively smaller revenue base and market cap.</p>\n<p>The fulfillment center strategy makes a lot of strategic sense and will fortify Shopify's position in the e-commerce market. It can also fuel Shopify's international expansion.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Shopify: Valuation Should Not Be A Concern</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\">\nShopify: Valuation Should Not Be A Concern\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-17 11:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4435237-shopify-set-to-fly-as-it-takes-on-amazon><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nShopify is a leading merchant platform empowering mostly small online retailers.\nShopify is set to grow revenues to $5b by 2023.\nFulfillment center strategy makes Shopify a long-term threat ...</p>\n\n<a href=\"https://seekingalpha.com/article/4435237-shopify-set-to-fly-as-it-takes-on-amazon\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SHOP":"Shopify Inc"},"source_url":"https://seekingalpha.com/article/4435237-shopify-set-to-fly-as-it-takes-on-amazon","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117650695","content_text":"Summary\n\nShopify is a leading merchant platform empowering mostly small online retailers.\nShopify is set to grow revenues to $5b by 2023.\nFulfillment center strategy makes Shopify a long-term threat to Amazon.\nShopify is taking a larger bite out of the e-commerce market and the price is justified given Shopify's potential for rapid revenue growth.\n\nipopba/iStock via Getty Images\nShopify (SHOP) is a strong buy as the merchant platform takes a bigger and bigger bite out of the expanding e-commerce market and revenues are growing rapidly. Shopify is on its way to becoming a $5b annual revenue company and its fulfillment center strategy provides fertile ground for stock price appreciation. Amazon(NASDAQ:AMZN)should be worried.\nWhy Shopify is a strong buy\nShopify enables people to start an online business relatively fast and with very little cost. Itse-commerce platform offers a suite of integrated products and apps that includes marketing functionality, payment processing and customer engagement tools. Shopify’s core services are paid for on a subscription basis with the most basic plan starting at $29-month.\n(Source: Shopify)\nThee-commerce market is booming, not just because of the pandemic. The ease of shopping and the wide distribution of mobile devices made online shopping popular even before COVID-19 emerged. Globale-commerce sales are expected to rise in the future with some estimates calling for global online sales of $4.9 trillion in 2021... with sales growing 30% to $6.4 trillion by 2024.\n(Source:Oberlo)\nOnline sales are not only expected to grow in absolute terms but also relatively: E-Commerce is taking an ever-growing share of retail sales, a trend that accelerated during the 2020 pandemic year. Thee-commerce share of retail sales in 2020 was 18% and is projected to grow to 21.8% by 2024.\n(Source:Oberlo)\nGrowth ine-commerce and merchandise volumes are not dependent on one particular category either. People buy everything from fashion items to personal care products online. According to Hootsuite’sDigital 2021 Global Overview Report, money spent on travel and accommodation cratered 51% due to the pandemic but all other categories grew sales by at least 18% Y/Y.\n(Source: Digital 2021Global Overview Report)\nShopify also saw a year of revenue acceleration during the pandemic… just like Amazon did. As people lost their jobs because of COVID-19 and remote working became the new standard, Shopify’s merchant platform gained in popularity, too. The pandemic also helped shift a lot of purchasing power online as retail stores and small businesses shut their doors. Shopify benefited from these unfortunate trends by experiencing a surge in revenues as more retailers built online stores and processed transactions through Shopify. Shopify’s revenues surged 86% to $2.9b in FY 2020.\n(Source:Shopify)\nShopify’s revenues can be broken down into two parts, subscriptions and merchant solutions. Subscriptions include the payments for monthly plans and merchant solutions include additional costs for doing business through Shopify, such as payment processing fees and costs associated with Shopify Shipping and point-of-sale terminals. Revenues from merchant solutions have become more important for Shopify over time as the platform developed its ecosystem and created new apps and products for its merchants to use.\n2020 was a banner year for Shopify and its merchants. The gross merchandise value, the amount cumulatively sold through Shopify, doubled from $61.1b before the pandemic to $119.6b a year later. While 2020 growth rates will likely decline in 2021 as normal retail businesses open their doors again, merchandise volumes will continue to grow as thee-commerce market expands. I estimate that Shopify’s GMV will reach $210b for FY 2021 and $340b next year.\n(Source: Shopify)\nShopify’s FY 2020 gross profits also saw rapid growth. Gross profits surged 78% to $1.6b with more growth expected in FY 2021.\n(Source: Shopify)\nTaking on Amazon\nShopify’s merchant platform shows healthy growth in subscriber and merchant revenues and merchant revenues are going to continue to grow in importance as Shopify signs up new partners and develops its apps suite. This is quite predictable.\nLonger term, however, Shopify should emerge as a growing threat to Amazon because of its investments in fulfillment centers. Entering the physical space is the next step in Shopify’s evolution and Amazon should be worried. Amazon is still the largeste-commerce platform, by far, but Shopify’s move into fulfillment centers is set to narrow this existing gap between the two companies. Amazon’s share of US retaile-commerce share is 4.5 times larger than Shopify’s giving Shopify a lot of potential to catch up...\n(Source: Shopify)\nBuilding its own fulfillment centers makes strategic sense for Shopify since it solves problems that a lot of online retailers have. Fulfillment centers, as the same implies, take over the function of fulfillment. This means a merchant that sells on Shopify sends goods to a warehouse and Shopify takes over order processing and shipping in return for a fee. The benefit for the retailer is obvious: Reduced shipping times and optimized inventory management.\nThe benefit for Shopify: It can collect more revenues by controlling the fulfillment part of the sales process. While Shopify will build new fulfillment centers in the US as part of a $1b investment plan, it also provides Shopify with the option to use its US fulfillment network as a springboard to enter markets outside the US and drive its international expansion.\nShopify is cashed up after the pandemic year and has more than enough cash to finance its expansion which in the future will likely include the expansion into international fulfillment markets. Shopify’s balance sheet is healthy enough to support the platform’s growth.\n(Source:Shopify)\nIf Shopify and Amazon were to go toe-to-toe, Amazon would have a distinct advantage… because it is so much bigger than Shopify and because its website is drawing the most traffic as the number onee-commerce platform in the US. Amazon is about ten times bigger than Shopify regarding market value and Amazon has sales that are more than one hundred times larger than Shopify’s… so the battle between these twoe-commerce companies can be seen as a battle between David and Goliath, with Amazon being the Goliath.\nData by YCharts\nBut Shopify is growing its merchant platform fast and operates from a much smaller revenue base, which is easier to scale. Shopify has more than 1.7m merchants signed on to its platform from 175 countries and continually develops news complementary sources of revenues. In its latestproduct news, Shopify announced that it will make its “one-click checkout” available to all merchants selling on Facebook(NASDAQ:FB) and Google(NASDAQ:GOOG)(NASDAQ:GOOGL)using Shop Pay. The integration is set to lower the “abandoned card” problem many retailers have which is customers not completing the checkout process. Shop Pay could provide a remedy to this problem by making the checkout process easier and more efficient.\nRisks\nMargins ine-commerce are very thin and growing competition in the industry will make things worse long term. The easy and relatively low-cost entry into thee-commerce market could also turn out to be a problem longer term. Companies that win ine-commerce are companies like Shopify with their own ecosystems that create a moat and protect against competition. Slowing revenue growth and an overblown valuation may be the two biggest risks for Shopify.\nYou pay for Shopify's growth...\nBy the end of next year Shopify should be a $5b annual revenue company, but the critical revenue milestone could be reached much sooner if Shopify manages to grow as fast as it did during the pandemic. The expectation is for Shopify to earn $4.35-share on revenues of $4.4b in FY 2021 with revenues scaling to ten-fold to $42b this decade. I believe fulfillment centers alone represent a $1b annual revenue opportunity for Shopify long term. Revenues for FY 2022 should also be closer to $6.5b with the consensus calling for revenues of \"only\" $5.9b.\n(Source: Seeking Alpha)\nAmazon still has a big lead on Shopify, but the twoe-commerce companies are set to go toe-to-toe long term. Every new product that Shopify rolls out and every new fulfillment center it builds brings Shopify one step closer to taking Amazon head-on. Although Shopify is more expensive than Amazon on a per-dollar-of-revenue basis, the merchant platform clearly has the stature and ambition to take on Amazon.\nShopify trades at a P-S ratio of 28, but you pay for growth...\nData by YCharts\nFinal thoughts\nShopify has an incredible long-term growth opportunity and Amazon should be worried.\nShopify has proven to be a real innovator in the industry and constantly develops new products that make online shopping easier for both the online retailer and the merchant.\nAlthough Shopify has a much higher P-S ratio than Amazon, Shopify has more potential to grow because of its relatively smaller revenue base and market cap.\nThe fulfillment center strategy makes a lot of strategic sense and will fortify Shopify's position in the e-commerce market. It can also fuel Shopify's international expansion.","news_type":1},"isVote":1,"tweetType":1,"viewCount":91,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":116391389,"gmtCreate":1622772769741,"gmtModify":1704190892004,"author":{"id":"3578825237066036","authorId":"3578825237066036","name":"rayguy","avatar":"https://static.tigerbbs.com/014543af7576ed5edbcbdeffd50f27eb","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3578825237066036","idStr":"3578825237066036"},"themes":[],"htmlText":"Damm","listText":"Damm","text":"Damm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/116391389","repostId":"1182667134","repostType":4,"repost":{"id":"1182667134","pubTimestamp":1622761779,"share":"https://ttm.financial/m/news/1182667134?lang=&edition=fundamental","pubTime":"2021-06-04 07:09","market":"us","language":"en","title":"Dow ends day flat as economic comeback plays offset losses in tech","url":"https://stock-news.laohu8.com/highlight/detail?id=1182667134","media":"CNBC","summary":"Cyclical stocks lifted the Dow Jones Industrial Average off its low on Thursday to close the session","content":"<div>\n<p>Cyclical stocks lifted the Dow Jones Industrial Average off its low on Thursday to close the session near the flatline, while better-than-expected labor market data helped support sentiment.The blue-...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/02/stock-market-futures-open-to-close-news.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Dow ends day flat as economic comeback plays offset losses in 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\">\nDow ends day flat as economic comeback plays offset losses in tech\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-04 07:09 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/02/stock-market-futures-open-to-close-news.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cyclical stocks lifted the Dow Jones Industrial Average off its low on Thursday to close the session near the flatline, while better-than-expected labor market data helped support sentiment.The blue-...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/02/stock-market-futures-open-to-close-news.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","GM":"通用汽车","AMC":"AMC院线"},"source_url":"https://www.cnbc.com/2021/06/02/stock-market-futures-open-to-close-news.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1182667134","content_text":"Cyclical stocks lifted the Dow Jones Industrial Average off its low on Thursday to close the session near the flatline, while better-than-expected labor market data helped support sentiment.The blue-chip Dow closed down just 23.34 points, or less than 0.1%, at 34,577.04 after shedding 265 points at its session low. The S&P 500 declined 0.4% to 4,192.85 and the tech-heavy Nasdaq Composite fell 1% to 13,614.51.The benchmark S&P 500 sits about 1% from its all-time high reached earlier last month, but it has been stuck around these levels for about the last two weeks. The S&P 500 is up more than 11% this year so far.Merck and Dow Inc. were the two best performers in the 30-stock benchmark, both rising more than 2%. Consumer staples and utilities were the biggest gainers among 11 S&P 500 sectors, while consumer discretionary and tech weighed on the broader market, falling 1.2% and 0.9%, respectively.Shares of General Motors climbed nearly 6.4% after the company said it expects its results for the first half of 2021 to be “significantly better” than its prior guidance.On the data front, private job growth for May accelerated at its fastest pace in nearly a year as companies hired nearly a million workers, according to a report Thursday from payroll processing firm ADP.Total hires came to 978,000 for the month, a big jump from April’s 654,000 and the largest gain since June 2020. Economists surveyed by Dow Jones had been looking for 680,000.Meanwhile,first-time claims for unemployment benefitsfor the week ended May 29 totaled 385,000, versus a Dow Jones estimate of 393,000. It also marked the first time that jobless claims fell below 400,000 since the early days of the pandemic.“With ADP knocking it out of the park, and jobless claims breaking that 400k barrier—a pandemic low—all eyes will be on the larger jobs picture tomorrow,” said Mike Loewengart, a managing director at E-Trade. “With seemingly all systems go on the jobs front, the economy is flashing some very real signs that this isn’t just a comeback—expansion mode could be on the horizon.”The market may be on hold before the release of the jobs report Friday, which is likely to show an additional 671,000 nonfarm payrolls in May, according to economists polled by Dow Jones. The economy added 266,000 jobs in April.Investors continued to monitor the wild action in meme stocks, particularly theater chain AMC Entertainment. The stock tumbled as much as 30% after practically doubling in the prior session, but shares cut losses after movie theater chain said it completed a stock offering launched just hours ago,raising $587 million.The stock ended the day about 18% lower.Other meme stocks also came under pressure Thursday. Bed Bath & Beyond fell more than 27%. The SoFi Social 50 ETF (SFYF), which tracks the top 50 most widely held U.S. listed stocks on SoFi’s retail brokerage platform, tumbled more than 6%.Reminiscent of what occurred earlier this year, retail traders rallying together on Reddit triggered a short squeeze in AMC earlier this week. On Wednesday, short-sellers betting against the stock lost $2.8 billion as the shares surged, according to S3 Partners. That brings their year-to-date losses to more than $5 billion, according to S3. Short sellers are forced to buy back the stock to cut their losses when it keeps rallying like this.The meme stock bubble in GameStop earlier this year weighed on the market a bit as investors worried it meant too much speculative activity was in the stock market. As losses in hedge funds betting against the stock mounted, worries increased about a pullback in risk-taking across Wall Street that could hit the overall market. AMC’s latest surge did not appear to be causing similar concerns so far.Here are company's financial statementsSlack tops Q1 expectations, ends quarter with 169,000 total paid customersLululemon first-quarter sales rise 88%, topping estimates, as store traffic reboundsCrowdStrike stock rises as earnings, outlook top Street viewDocuSign stock pops on earnings, outlook beat","news_type":1},"isVote":1,"tweetType":1,"viewCount":11,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9920771865,"gmtCreate":1670553931757,"gmtModify":1676538392780,"author":{"id":"3578825237066036","authorId":"3578825237066036","name":"rayguy","avatar":"https://static.tigerbbs.com/014543af7576ed5edbcbdeffd50f27eb","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3578825237066036","idStr":"3578825237066036"},"themes":[],"htmlText":"Short short short","listText":"Short short short","text":"Short short short","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9920771865","repostId":"2290236954","repostType":2,"repost":{"id":"2290236954","pubTimestamp":1670551949,"share":"https://ttm.financial/m/news/2290236954?lang=&edition=fundamental","pubTime":"2022-12-09 10:12","market":"us","language":"en","title":"AMC Stock: Do the AMC Bankruptcy Rumors Hold Water?","url":"https://stock-news.laohu8.com/highlight/detail?id=2290236954","media":"InvestorPlace","summary":"A Reorg report shared by Seeking Alpha sent AMC Entertainment stock down yesterday.According to repo","content":"<html><head></head><body><ul><li>A Reorg report shared by <i>Seeking Alpha</i> sent <a href=\"https://laohu8.com/S/AMC\">AMC Entertainment</a> stock down yesterday.</li><li>According to reports, creditors may be closing in and organizing.</li><li>Liquidity concerns have raised questions about whether AMC is facing bankruptcy.</li></ul><p><a href=\"https://laohu8.com/S/AMC\">AMC Entertainment’s</a> difficult year may be about to get much worse. The movie theater chain has faced plenty of problems recently. Earlier this week, reports alleged that Sam Bankman-Fried’s <b>FTX</b> may have manipulated AMC stock. But as it turns out, AMC may be about to have even bigger problems, although a person familiar with the situation says otherwise.</p><p>Today, shares are in the spotlight on rumors that the company’s creditors have begun to organize. Reorg reports that both first- and second-lien lenders to whom AMC is indebted are working with restructuring advisors. As investors consider the possibility of bankruptcy for this controversial name, they are forced to ask an important question: is the show over for AMC?</p><p>This isn’t the only story regarding mobilized creditors recently. Yesterday, <a href=\"https://laohu8.com/S/CVNA\">Carvana</a> — a fellow struggling meme stock — saw shares plunge on news of a creditor pact. Both stocks have fought hard to stay afloat this year as market forces have pushed them down. But if AMC’s lenders are mobilizing against it, this could easily be curtains for the struggling theater chain.</p><h2>What’s Happening With AMC Stock?</h2><p>Momentum has slightly shifted today. AMC stock popped in premarket trading, with shares now up about 3%. That may be because someone familiar with the company has addressed the claims. <i>Seeking Alph</i>a reports that an anonymous expert says AMC is not facing any risk of restructuring or bankruptcy. The source also claims that second-lien lenders are “working on creative ways to reduce the theater chain’s debt and raise new money for the company.”</p><p>According to the report, the company could reach an agreement with the second-lien holders in the coming months. While that may be comforting news for AMC stock shareholders, it doesn’t mean that AMC is totally out of the woods.</p><p>Back in September, CEO Adam Aron did say that AMC was in a “very different situation” than <b>Cineworld</b> (OTCMKTS:<b><u>CNNWQ</u></b>) when the rival declared bankruptcy. Until someone directly connected to AMC goes on record and elaborates as to why the company isn’t on the verge of bankruptcy <i>now</i>, though, AMC will be shrouded in uncertainty. The bankruptcy rumors have only reignited concerns.</p><p>Despite some slight gains over the past month, shares are still down more than 75% year-to-date (YTD). AMC was already poised to close out a disappointing year in the red before bankruptcy rumors started to swirl. Now, the company may be facing Chapter 11 and the possibility of mobilized creditors. This leaves shares with little hope of rebounding. Market momentum doesn’t favor stocks in this kind of position.</p><h2>The Bottom Line</h2><p>Even if the source’s statements prove to be true and second-lien lenders are able to help reduce AMC’s debt, that doesn’t mean shares will suddenly rebound. Even at the height of the meme stock frenzy, AMC remained a questionable investment at best. As <i>InvestorPlace’s</i> Eddie Pan notes, despite being the country’s largest theater chain, its business model reflects the past, not the future. AMC’s latest innovation is movie-themed merchandise, which hasn’t provided AMC stock with the catalyst it needs to keep rising.</p><p>The truth is that this show has been over for a while. Even if they are only rumors, the bankruptcy whispers may usher in the end credits for a company that has struggled to innovate. Its story should serve as a reminder to investors that meme stock hype alone does not make a name profitable.</p></body></html>","source":"investorplace","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AMC Stock: Do the AMC Bankruptcy Rumors Hold Water?</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\">\nAMC Stock: Do the AMC Bankruptcy Rumors Hold Water?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-09 10:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/12/amc-stock-do-the-amc-bankruptcy-rumors-hold-water/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A Reorg report shared by Seeking Alpha sent AMC Entertainment stock down yesterday.According to reports, creditors may be closing in and organizing.Liquidity concerns have raised questions about ...</p>\n\n<a href=\"https://investorplace.com/2022/12/amc-stock-do-the-amc-bankruptcy-rumors-hold-water/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMC":"AMC院线"},"source_url":"https://investorplace.com/2022/12/amc-stock-do-the-amc-bankruptcy-rumors-hold-water/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2290236954","content_text":"A Reorg report shared by Seeking Alpha sent AMC Entertainment stock down yesterday.According to reports, creditors may be closing in and organizing.Liquidity concerns have raised questions about whether AMC is facing bankruptcy.AMC Entertainment’s difficult year may be about to get much worse. The movie theater chain has faced plenty of problems recently. Earlier this week, reports alleged that Sam Bankman-Fried’s FTX may have manipulated AMC stock. But as it turns out, AMC may be about to have even bigger problems, although a person familiar with the situation says otherwise.Today, shares are in the spotlight on rumors that the company’s creditors have begun to organize. Reorg reports that both first- and second-lien lenders to whom AMC is indebted are working with restructuring advisors. As investors consider the possibility of bankruptcy for this controversial name, they are forced to ask an important question: is the show over for AMC?This isn’t the only story regarding mobilized creditors recently. Yesterday, Carvana — a fellow struggling meme stock — saw shares plunge on news of a creditor pact. Both stocks have fought hard to stay afloat this year as market forces have pushed them down. But if AMC’s lenders are mobilizing against it, this could easily be curtains for the struggling theater chain.What’s Happening With AMC Stock?Momentum has slightly shifted today. AMC stock popped in premarket trading, with shares now up about 3%. That may be because someone familiar with the company has addressed the claims. Seeking Alpha reports that an anonymous expert says AMC is not facing any risk of restructuring or bankruptcy. The source also claims that second-lien lenders are “working on creative ways to reduce the theater chain’s debt and raise new money for the company.”According to the report, the company could reach an agreement with the second-lien holders in the coming months. While that may be comforting news for AMC stock shareholders, it doesn’t mean that AMC is totally out of the woods.Back in September, CEO Adam Aron did say that AMC was in a “very different situation” than Cineworld (OTCMKTS:CNNWQ) when the rival declared bankruptcy. Until someone directly connected to AMC goes on record and elaborates as to why the company isn’t on the verge of bankruptcy now, though, AMC will be shrouded in uncertainty. The bankruptcy rumors have only reignited concerns.Despite some slight gains over the past month, shares are still down more than 75% year-to-date (YTD). AMC was already poised to close out a disappointing year in the red before bankruptcy rumors started to swirl. Now, the company may be facing Chapter 11 and the possibility of mobilized creditors. This leaves shares with little hope of rebounding. Market momentum doesn’t favor stocks in this kind of position.The Bottom LineEven if the source’s statements prove to be true and second-lien lenders are able to help reduce AMC’s debt, that doesn’t mean shares will suddenly rebound. Even at the height of the meme stock frenzy, AMC remained a questionable investment at best. As InvestorPlace’s Eddie Pan notes, despite being the country’s largest theater chain, its business model reflects the past, not the future. AMC’s latest innovation is movie-themed merchandise, which hasn’t provided AMC stock with the catalyst it needs to keep rising.The truth is that this show has been over for a while. Even if they are only rumors, the bankruptcy whispers may usher in the end credits for a company that has struggled to innovate. Its story should serve as a reminder to investors that meme stock hype alone does not make a name profitable.","news_type":1},"isVote":1,"tweetType":1,"viewCount":435,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9918624807,"gmtCreate":1664382269309,"gmtModify":1676537444711,"author":{"id":"3578825237066036","authorId":"3578825237066036","name":"rayguy","avatar":"https://static.tigerbbs.com/014543af7576ed5edbcbdeffd50f27eb","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3578825237066036","idStr":"3578825237066036"},"themes":[],"htmlText":"Buy","listText":"Buy","text":"Buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9918624807","repostId":"1102244542","repostType":4,"repost":{"id":"1102244542","pubTimestamp":1664378284,"share":"https://ttm.financial/m/news/1102244542?lang=&edition=fundamental","pubTime":"2022-09-28 23:18","market":"us","language":"en","title":"Apple: A Bearish Sign For The First Time","url":"https://stock-news.laohu8.com/highlight/detail?id=1102244542","media":"Seeking Alpha","summary":"SummaryApple has been a solid company with solid fundamentals for the better part of the past 20 yea","content":"<html><head></head><body><p>Summary</p><ul><li>Apple has been a solid company with solid fundamentals for the better part of the past 20 years, but there&#39;s a recent sign that has me worried.</li><li>With the lack of new or innovative technologies, it can become a problem for the tech behemoth in the coming years.</li><li>As a result, I shift my bullish stance to a neutral to a slightly bearish one.</li></ul><p><a href=\"https://laohu8.com/S/AAPL\">Apple</a> has been one of the best and most solid investments for the better part of the past 20 years. As it released the iPhone in 2007, it began raking in amounts of money most other companies can only dream of and now they bring in billions from things like their Services segments, which is larger than some other companies bring in altogether.</p><p>But this past year there&#39;s been a warning sign I was looking out for a long time - as they shed their cash reserves for share buybacks and other compensation, they&#39;re losing their edge in the amount of investment and interest income they generate and now, for the very first time, they are paying more in interest expense than they&#39;re bringing in.</p><p>This in and of itself isn&#39;t all that bad considering they rake in about $100 billion in net income while paying just shy of $3 billion annually in interest expense. But with the lack of new innovative products, they&#39;ve been relying more on telecom companies&#39; incentive to sell their new iPhone than organic excitement.</p><p>Let&#39;s dive into the issues I see.</p><h3>Debt Load &amp; Interest Expense</h3><p>Beginning in 2013, the company started taking on long-term and short-term debt while interest rates were near zero to finance their operations while conserving cash overseas and investing it to bring in interest, which more than covered the interest expense on the low-interest debt. Since then, the debt has ballooned from about $16 billion to just shy of $110 billion, which was down to about $95 billion as of their latest financial reporting.</p><p>But then the Federal Reserve started raising interest rates and the company began paying more in interest expense. After the repatriation holiday in 2017, Apple brought back a big amount of their overseas cash which was being invested and spent the vast majority of it for share buybacks and other shareholder-friendly activities, which lowered their interest income.</p><p>Even though, as I mentioned earlier, the company has reduced their debt from $110 billion to $95 billion, their interest expense for the same time period increased from $2.6 billion to $2.8 billion. Although these numbers pale in comparison to their income and revenue generation, it&#39;s somewhat concerning in the long run given where interest rates are headed and the lower cash reserves the company has.</p><h3>Cash, Investments and Interest Income</h3><p>The company&#39;s cash and equivalents and short-term investments have been rising for the longest time as the company accumulated cash, but over the past few years, the company announced that it intended at getting to a cash-neutral position and spending it to fund share buybacks and other shareholder-friendly activities.</p><p>Apple had more than $100 billion in cash and short-term investment in September 2017, which decreased to under $50 billion as of today.</p><p>The more interesting part of this is the company&#39;s investments have been shrinking after the repatriation holiday back in 2017 allowed companies to bring back cash at record low tax rates, which were mostly used for share buybacks.</p><p>Apple had almost $200 billion of long-term investments in September 2017, which then slowly went down and hovers around $100 billion.</p><h3>The Result: All About The Interest Rates</h3><p>This resulted in the company&#39;s interest income to fall as their interest expense is expected to continue and climb:</p><p><img src=\"https://static.tigerbbs.com/9209feae93f89b97d8170d6ae749a21d\" tg-width=\"647\" tg-height=\"330\" referrerpolicy=\"no-referrer\"/>During the COVID-19 pandemic, interest rates went back to zero due to control measures by the Federal Reserve. But now, interest rates are expected to climb to records as the Federal Reserve tries to stem inflation. This means, I believe, that as the company&#39;s debt load has been increasing, they will be paying a big chunk more in expenses this year relative to last.</p><p>In the most recent reporting quarter, the company saw an 8.12% increase in interest expense relative to the same period last year as a result of the federal funds rate increasing from 0% to 0.75% in 2 stages throughout their reporting time period.</p><p>Given the fact that the federal funds rate has increased to 3% since then, I expect the company&#39;s interest expense to be higher by about 35% relative to last year, leading them to potentially pay over $3.5 billion for fiscal 2022.</p><p>On the face of it, this isn&#39;t all that bad, considering the fact that the company made about $100 billion last year in net income. But then there&#39;s the whole sales growth thing, which has me slightly more concerned than last time.</p><h3>Sales Growth To Underperform</h3><p>There are a few factors that make it hard for me to see Apple meeting the current sales growth projections.</p><p>The first is that they&#39;re way too reliant on telecom companies. These offer a free iPhone with a trade-in and some plan commitments, which is one of the major incentives that folks use in order to upgrade since the new iPhone has little improvement over the one before it, which was little improved over the one before it and so on.</p><p>While there&#39;s little to make me believe that telecom companies will stop this incentive altogether, I do think that there&#39;s a limit to the amount of cycles they&#39;ll do this as they shift to focus on customer retention and not only customer transfers or initiation. We&#39;ve seen this with other incentives - they take place for a business cycle or two and then shift to offering other services in place. If, and it&#39;s a big if, the iPhone 15 is to the iPhone 14 as the iPhone 14 is to the iPhone 13, I don&#39;t think the reception will be as good without these incentives to give Apple millions and millions of sales.</p><p>This is somewhat confirmed by the reception the phone had in China. New iPhone sales had a lukewarm reception in the company&#39;s second-largest market, where it&#39;s relying on for future sales growth, which doesn&#39;t have as many free upgrade offers. This is a result of individuals not wanting to spend all that money to upgrade for the sake of upgrading as there&#39;s little improvement outside the camera, which is already pro-level quality.</p><p>With these 2 main factors, I just don&#39;t see the company generating any meaningful revenues for the next 2-3 years. The added fact that they&#39;re spending more and more on research &amp; development each year with little to show for it (so far) is added to this underperformance projection by me.</p><h3>By The Numbers: Sales &amp; EPS</h3><p>The aforementioned factors lead me to believe that the company will likely underperform their current sales and EPS projections, which leads to them being fairly to slightly overvalued. This on its own means that the company may constitute a poor investment choice, but especially since we may be heading into a recession - the company&#39;s shares can underperform the broader market during that time period, which can be bad for investors.</p><p><img src=\"https://static.tigerbbs.com/ea69a11622481942c2d350d262e0d8ec\" tg-width=\"632\" tg-height=\"157\" referrerpolicy=\"no-referrer\"/>With these figures not yet accounting for the already-lackluster reception in China of the new iPhone, I believe that and the aforementioned overall future underperformance means that the company will be seeing a sub-3% average annual growth rate throughout the 2025 time period.</p><p>Given my earlier points about,</p><p>1 - Increased sales through telecom companies&#39; incentives means lower gross margins.</p><p>2 - Increased interest expense, lower interest income, SG&amp;A expenses and R&amp;D expenses means that the profit margin will be lower than in previous years.</p><p>3 - Lower than projected sales growth on the higher margin iPhones means margins will be lower.</p><p>I believe that the company&#39;s EPS growth rate will be lower than sales growth rate. Here are the current projections for reference:</p><p><img src=\"https://static.tigerbbs.com/68dcaf536e8ffc6aff7dc94c35e43c21\" tg-width=\"636\" tg-height=\"205\" referrerpolicy=\"no-referrer\"/>Comparing these EPS figures to the growth in sales and slightly overall lower margins means that, I believe, the company is likely to report low single-digit EPS growth over the coming time period through 2025 and is likely to report, if all else remains the same, a negative EPS growth rate in 2025.</p><h3>Conclusion - Avoiding</h3><p>The company, based on the aforementioned EPS projections, is trading at a forward price to earnings multiple of between 21x to 25x over the time period. This is overvaluing the company if their true growth rate is around the 2% to 3% mark through 2025, in my opinion.</p><p>This means that the company is likely slightly overvalued at current levels, and we shouldn&#39;t expect them to make any material gains in share price over the next 2-3 years. Since I believe this will be the case, I am shifting my bullish long-term stance on the company to a neutral one and have been shedding shares over the past few days and will continue to do so throughout the coming weeks.</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: A Bearish Sign For The First Time</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple: A Bearish Sign For The First Time\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-28 23:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4543468-apple-for-the-first-time-a-bearish-sign><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryApple has been a solid company with solid fundamentals for the better part of the past 20 years, but there's a recent sign that has me worried.With the lack of new or innovative technologies, ...</p>\n\n<a href=\"https://seekingalpha.com/article/4543468-apple-for-the-first-time-a-bearish-sign\">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://seekingalpha.com/article/4543468-apple-for-the-first-time-a-bearish-sign","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102244542","content_text":"SummaryApple has been a solid company with solid fundamentals for the better part of the past 20 years, but there's a recent sign that has me worried.With the lack of new or innovative technologies, it can become a problem for the tech behemoth in the coming years.As a result, I shift my bullish stance to a neutral to a slightly bearish one.Apple has been one of the best and most solid investments for the better part of the past 20 years. As it released the iPhone in 2007, it began raking in amounts of money most other companies can only dream of and now they bring in billions from things like their Services segments, which is larger than some other companies bring in altogether.But this past year there's been a warning sign I was looking out for a long time - as they shed their cash reserves for share buybacks and other compensation, they're losing their edge in the amount of investment and interest income they generate and now, for the very first time, they are paying more in interest expense than they're bringing in.This in and of itself isn't all that bad considering they rake in about $100 billion in net income while paying just shy of $3 billion annually in interest expense. But with the lack of new innovative products, they've been relying more on telecom companies' incentive to sell their new iPhone than organic excitement.Let's dive into the issues I see.Debt Load & Interest ExpenseBeginning in 2013, the company started taking on long-term and short-term debt while interest rates were near zero to finance their operations while conserving cash overseas and investing it to bring in interest, which more than covered the interest expense on the low-interest debt. Since then, the debt has ballooned from about $16 billion to just shy of $110 billion, which was down to about $95 billion as of their latest financial reporting.But then the Federal Reserve started raising interest rates and the company began paying more in interest expense. After the repatriation holiday in 2017, Apple brought back a big amount of their overseas cash which was being invested and spent the vast majority of it for share buybacks and other shareholder-friendly activities, which lowered their interest income.Even though, as I mentioned earlier, the company has reduced their debt from $110 billion to $95 billion, their interest expense for the same time period increased from $2.6 billion to $2.8 billion. Although these numbers pale in comparison to their income and revenue generation, it's somewhat concerning in the long run given where interest rates are headed and the lower cash reserves the company has.Cash, Investments and Interest IncomeThe company's cash and equivalents and short-term investments have been rising for the longest time as the company accumulated cash, but over the past few years, the company announced that it intended at getting to a cash-neutral position and spending it to fund share buybacks and other shareholder-friendly activities.Apple had more than $100 billion in cash and short-term investment in September 2017, which decreased to under $50 billion as of today.The more interesting part of this is the company's investments have been shrinking after the repatriation holiday back in 2017 allowed companies to bring back cash at record low tax rates, which were mostly used for share buybacks.Apple had almost $200 billion of long-term investments in September 2017, which then slowly went down and hovers around $100 billion.The Result: All About The Interest RatesThis resulted in the company's interest income to fall as their interest expense is expected to continue and climb:During the COVID-19 pandemic, interest rates went back to zero due to control measures by the Federal Reserve. But now, interest rates are expected to climb to records as the Federal Reserve tries to stem inflation. This means, I believe, that as the company's debt load has been increasing, they will be paying a big chunk more in expenses this year relative to last.In the most recent reporting quarter, the company saw an 8.12% increase in interest expense relative to the same period last year as a result of the federal funds rate increasing from 0% to 0.75% in 2 stages throughout their reporting time period.Given the fact that the federal funds rate has increased to 3% since then, I expect the company's interest expense to be higher by about 35% relative to last year, leading them to potentially pay over $3.5 billion for fiscal 2022.On the face of it, this isn't all that bad, considering the fact that the company made about $100 billion last year in net income. But then there's the whole sales growth thing, which has me slightly more concerned than last time.Sales Growth To UnderperformThere are a few factors that make it hard for me to see Apple meeting the current sales growth projections.The first is that they're way too reliant on telecom companies. These offer a free iPhone with a trade-in and some plan commitments, which is one of the major incentives that folks use in order to upgrade since the new iPhone has little improvement over the one before it, which was little improved over the one before it and so on.While there's little to make me believe that telecom companies will stop this incentive altogether, I do think that there's a limit to the amount of cycles they'll do this as they shift to focus on customer retention and not only customer transfers or initiation. We've seen this with other incentives - they take place for a business cycle or two and then shift to offering other services in place. If, and it's a big if, the iPhone 15 is to the iPhone 14 as the iPhone 14 is to the iPhone 13, I don't think the reception will be as good without these incentives to give Apple millions and millions of sales.This is somewhat confirmed by the reception the phone had in China. New iPhone sales had a lukewarm reception in the company's second-largest market, where it's relying on for future sales growth, which doesn't have as many free upgrade offers. This is a result of individuals not wanting to spend all that money to upgrade for the sake of upgrading as there's little improvement outside the camera, which is already pro-level quality.With these 2 main factors, I just don't see the company generating any meaningful revenues for the next 2-3 years. The added fact that they're spending more and more on research & development each year with little to show for it (so far) is added to this underperformance projection by me.By The Numbers: Sales & EPSThe aforementioned factors lead me to believe that the company will likely underperform their current sales and EPS projections, which leads to them being fairly to slightly overvalued. This on its own means that the company may constitute a poor investment choice, but especially since we may be heading into a recession - the company's shares can underperform the broader market during that time period, which can be bad for investors.With these figures not yet accounting for the already-lackluster reception in China of the new iPhone, I believe that and the aforementioned overall future underperformance means that the company will be seeing a sub-3% average annual growth rate throughout the 2025 time period.Given my earlier points about,1 - Increased sales through telecom companies' incentives means lower gross margins.2 - Increased interest expense, lower interest income, SG&A expenses and R&D expenses means that the profit margin will be lower than in previous years.3 - Lower than projected sales growth on the higher margin iPhones means margins will be lower.I believe that the company's EPS growth rate will be lower than sales growth rate. Here are the current projections for reference:Comparing these EPS figures to the growth in sales and slightly overall lower margins means that, I believe, the company is likely to report low single-digit EPS growth over the coming time period through 2025 and is likely to report, if all else remains the same, a negative EPS growth rate in 2025.Conclusion - AvoidingThe company, based on the aforementioned EPS projections, is trading at a forward price to earnings multiple of between 21x to 25x over the time period. This is overvaluing the company if their true growth rate is around the 2% to 3% mark through 2025, in my opinion.This means that the company is likely slightly overvalued at current levels, and we shouldn't expect them to make any material gains in share price over the next 2-3 years. Since I believe this will be the case, I am shifting my bullish long-term stance on the company to a neutral one and have been shedding shares over the past few days and will continue to do so throughout the coming weeks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":268,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":137763543,"gmtCreate":1622392999182,"gmtModify":1704183775003,"author":{"id":"3578825237066036","authorId":"3578825237066036","name":"rayguy","avatar":"https://static.tigerbbs.com/014543af7576ed5edbcbdeffd50f27eb","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3578825237066036","idStr":"3578825237066036"},"themes":[],"htmlText":"Woo","listText":"Woo","text":"Woo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/137763543","repostId":"2138948877","repostType":4,"repost":{"id":"2138948877","weMediaInfo":{"introduction":"The leading daily newsletter for the latest financial and business news. 33Yrs Helping Stock Investors with Investing Insights, Tools, News & More.","home_visible":0,"media_name":"Investors","id":"1085713068","head_image":"https://static.tigerbbs.com/608dd68a89ed486e18f64efe3136266c"},"pubTimestamp":1622215813,"share":"https://ttm.financial/m/news/2138948877?lang=&edition=fundamental","pubTime":"2021-05-28 23:30","market":"us","language":"en","title":"The Pandemic May Have Changed Vacations – And Travel Stocks Like Airbnb, Marriott, Winnebago – Forever","url":"https://stock-news.laohu8.com/highlight/detail?id=2138948877","media":"Investors","summary":"Vacation trends reveal shifts toward privacy, luxury and family, continuing a transformative period for leisure and travel stocks.","content":"<p>Your next vacation will likely be more private, luxurious or family oriented than your trips in the past, and business trips may never be the same. For leisure and travel stocks like <b>Airbnb</b> that got slammed by pandemic shutdowns, the lifting of Covid curbs means adjusting to a whole new world.</p><p>Some tastes people acquired last year as they looked for escapes from lockdown are proving durable, like traveling to national parks by RV. Others, such as boating, grew out of surges in wealth that the stock market rally provided. As the summer travel season heats up, Americans are making new choices in where they go, when they go, how they get there and who joins them.</p><p>\"The world is never going back to the way it was,\" said Airbnb CEO Brian Chesky on an earnings call in May. \"And that means that travel is never going back to the way it was either.\"</p><p>One major trend is travelers have become more flexible about when and where they go, especially as remote work allows people to blur when they are on and off the clock. Airbnb stock rose May 24, when the company updated booking features, including an option to search for listings without fixed dates or locations.</p><p>And consumers aren't the only ones changing their habits. While tourism-dependent destinations suffered last year, the less-packed streets also showed locals the benefits of quieter communities.</p><p>Residents and local officials in normally packed hot spots like Italy and Hawaii are considering limiting the number of tourists. Such a seismic change could make visiting these places prohibitively expensive for many people. If the mix of travelers tilts more heavily toward the wealthy, travel stocks will nudge further toward luxury.</p><h2>Leisure, Travel Industry Stocks</h2><p>Shares across the sector have rebounded from last year's pandemic lows. The stocks' recent chart action is mixed. But many travel stocks have outperformed the market the past week and could present buying opportunities for investors.</p><p>Airline stocks&nbsp;like <b>American Airlines</b>, <b>United Airlines</b> and <b>Delta Air Lines</b> surged earlier this year on the Reddit stock short squeeze. Then they sold off because business and overseas travel remained weak. Since then, they've consolidated and are approaching buy points.</p><p>Cruise stocks like <b>Carnival</b>, <b>Royal Caribbean</b> and <b>Norwegian Cruise Line</b> are showing similar patterns.</p><p>Meanwhile, shares of boat makers <b>MarineMax</b> and <b>Brunswick</b> as well as RV makers <b>Winnebago</b> and <b>Thor Industries</b> need to regroup after some failed breakouts. They are no longer in buy zones but could form new bases if earnings and sales growth remain strong.</p><p>Hotel leader <b>Marriott</b> has been less volatile and is forming a base, though earnings and sales have yet to fully recover.</p><p>Airbnb stock has had a more difficult year. It surged after going public in December but began to slump in March as competition from <b><a href=\"https://laohu8.com/S/EXPE\">Expedia</a></b> rival Vrbo rental service reduced the availability of hosts. A mixed Q1 earnings report and the end of a post-IPO lockup period also weighed on Airbnb stock, which popped up 6% Thursday on higher volume but remained 35% off its 2021 high.</p><h2><b>When Luxury Means More Privacy</b></h2><p>Luxury travel, once the purview of only the ultrarich, may have won over those who might have had the means but not the need to travel lavishly. As travelers sought to avoid crowds during the pandemic, those with the means turned to options like private jets.</p><p>Arnie Weissman, editor-in-chief of Travel Weekly, says the pandemic opened luxury travel to a wider customer base. \"Some people developed a taste for it, and it's likely to continue.\"</p><p>Kim-Marie Evans, who writes the blog \"Luxury Travel Moms\" and plans travel for high-net-worth clients, told IBD she booked a trip for a family to Anguilla.</p><p>They stayed in a four-bedroom villa at the Four Seasons. And rather than flying commercially, they used a private jet service.</p><p>Private jet bookings are at or near their pre-pandemic highs, according to Elite Traveler, citing industry tracker FlightAware's data.</p><p>In May, private jet company Wheels Up said membership jumped 58% in Q1 to nearly 10,000. And VistaJet, another leading private jet company, said membership climbed 29% from a year ago.</p><p>Private jet leasing company NetJets, which is owned by <b>Berkshire Hathaway</b>, says its flight volume dropped to as low as 10% of 2019 numbers at the start of the pandemic.</p><p>Now the company, which also offers fractional ownership of its jets, says it's operating at 85% of its 2019 volume. NetJets said in a statement that commercial airlines have reduced their schedules. Consumers also are prioritizing their health and safety, choosing the seclusion of a private jet over a packed jetliner.</p><h2><b>Vacation Shift Favors These Travel Stocks</b></h2><p>Hotel chains implemented stringent Covid-19 protocols to convince visitors their properties were clean and safe. Still, many travelers opted to rent private homes through Airbnb, where they could avoid mingling with strangers in hotel lobbies, Weismann says.</p><p>Travel trends favor Airbnb stock long term, though it currently is slumping. On May 27, analysts at RBC Capital Markets rated shares at outperform, citing secular tailwinds that have yet to be fully appreciated by the market such as its dominant customer engagement.</p><p>The pandemic also shed light on the market potential of travel stocks like Marriott, which operates home-rental service Homes &amp; Villas by Marriott International, catering to ultra premium short- and long-term stays, CFRA Research analyst Tuna Amobi says.</p><p>The Homes &amp; Villas platform, which offers professionally managed private homes, had around 2,000 units at launch less than two years ago. Today, it lists nearly 25,000 properties.</p><p>\"They're where we don't have hotels, and many of them are in more remote locations, which really was quite attractive during Covid,\" said Marriott International President Stephanie Linnartz in a recent call with investors.</p><p>Airbnb also finds that customers are visiting smaller cities, towns and rural communities — not the same 20-30 cities that were most popular pre-pandemic. People are traveling outside the peak seasons and staying longer.</p><p>\"There is a mass shift from mass travel to meaningful travel,\" CEO Chesky said.</p><h2><b>Seaworthy Travel Stocks </b></h2><p>Luxury cruising should also come back with a bang. Nearly every cruise line's around-the-world luxury voyage is fully booked two years in advance.</p><p>One cruise line, Silversea, said its 139-day around-the-world cruise sold out in a single day. The Monaco-based cruise line is owned by Royal Caribbean. The cruise costs between $74,000 and $278,000 per guest, based on double occupancy. That compares with typical fares that start at $15,000-$20,000.</p><p>But others heading out to sea want to avoid crowded ships, which have seen outbreaks of coronavirus and other infections. The National Marine Manufacturers Association says new powerboat sales surged 34% in February compared to the same time period last year.</p><p>\"Inventory levels of new boats are the leanest they've ever been, and boats are being sold as soon as they hit the marketplace as manufacturers work to fulfill the backlog of orders,\" said Vicky Yu, senior director of business intelligence for NMMA. \"While new boat sales slowed in early 2021 following record sales last year, we are still seeing elevated levels as more Americans seek out boating as a way to spend quality time with loved ones.\"</p><p>The trend has pushed up leisure and travel stocks like boat retailers MarineMax and Brunswick&nbsp;as well as sport boat maker <b>Malibu Boats</b>.</p><p>\"It's really turning out to be a great alternative for people to stay close to home and with their family and friends and enjoy the boating lifestyle,\" MarineMax CFO Michael McLamb said in a conference call after reporting earnings April 22.</p><h2><b>Travel Stocks For Being Alone Together</b></h2><p>The desire to spend more time with friends and family is also spurring RV sales. They exploded in popularity during the pandemic, and sales data this year show demand remains high.</p><p>\"The rediscovery of America will continue this summer,\" Weissman said.</p><p>The pandemic accelerated long-term trends favoring the outdoors, Winnebago CEO Michael Happe said in a March earnings call. That includes power sports, boating and RVs.</p><p>Consumer priorities have changed, he added, toward a desire to invest in experiences vs. possessions.</p><p>\"We also believe the time (spent) recently with family and friends has reinforced that they'd like to do more of that in the future,\" Happe said. \"And families and individuals will be reevaluating how they spend their leisure time going forward.\"</p><p>Airbnb pointed to another sign of this trend among leisure and travel stocks. Instead of booking studio apartments in cities, more customers are booking entire homes with more bedrooms. As a result, the number of guests per reservation has increased.</p><h2><b>Work-Life Rebalance</b></h2><p>As people pay closer attention to their well-being post-Covid, another trend to watch is high-end wellness tourism with a focus on fitness, rejuvenation and health, Weissman says. That includes yoga and spa getaways as well as packages that offer cycling and hiking activities.</p><p>Meanwhile, the work-from-home shift allowed people to rethink other aspects of their lifestyle. In particular, they can try to balance work, leisure and travel differently.</p><p>Wedbush analyst James Hardiman says \"2020 was proof of concept that people can be productive, even more productive, while working remotely.\"</p><p>Airbnb says the share of bookings longer than 28 days jumped to 24% in Q1 from 14% in 2019. The company doesn't consider this travel.</p><p>\"People are not just traveling on Airbnb,\" Chesky said. \"They're now living on Airbnb.\"</p><h2>Future Of Business Travel?</h2><p>That also has implications for business travel, which is the most lucrative segment for travel stocks like airlines.</p><p>Experts say fewer workers may fly for <a href=\"https://laohu8.com/S/AONE\">one</a>-day intracompany meetings. However, more crucial business will still require people to fly for in-person meetings.</p><p>When it's time to show up in person, Airbnb expects workers will travel together more often. That trend also has ramifications for Airbnb stock and others. Employees who work in different cities might stay in <a href=\"https://laohu8.com/S/AONE.U\">one</a> house when they visit headquarters. They could share meals together at the kitchen table in the morning or evening.</p><p>That may be a welcome change for road warriors, who pop in an out of cities and squeeze in sightseeing along the way.</p><p>\"They don't miss business travel,\" Chesky said. \"They don't miss standing in line in front of a museum or a landmark … getting a photo with a selfie stick.\"</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Pandemic May Have Changed Vacations – And Travel Stocks Like Airbnb, Marriott, Winnebago – Forever</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Pandemic May Have Changed Vacations – And Travel Stocks Like Airbnb, Marriott, Winnebago – Forever\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/608dd68a89ed486e18f64efe3136266c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Investors </p>\n<p class=\"h-time\">2021-05-28 23:30</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Your next vacation will likely be more private, luxurious or family oriented than your trips in the past, and business trips may never be the same. For leisure and travel stocks like <b>Airbnb</b> that got slammed by pandemic shutdowns, the lifting of Covid curbs means adjusting to a whole new world.</p><p>Some tastes people acquired last year as they looked for escapes from lockdown are proving durable, like traveling to national parks by RV. Others, such as boating, grew out of surges in wealth that the stock market rally provided. As the summer travel season heats up, Americans are making new choices in where they go, when they go, how they get there and who joins them.</p><p>\"The world is never going back to the way it was,\" said Airbnb CEO Brian Chesky on an earnings call in May. \"And that means that travel is never going back to the way it was either.\"</p><p>One major trend is travelers have become more flexible about when and where they go, especially as remote work allows people to blur when they are on and off the clock. Airbnb stock rose May 24, when the company updated booking features, including an option to search for listings without fixed dates or locations.</p><p>And consumers aren't the only ones changing their habits. While tourism-dependent destinations suffered last year, the less-packed streets also showed locals the benefits of quieter communities.</p><p>Residents and local officials in normally packed hot spots like Italy and Hawaii are considering limiting the number of tourists. Such a seismic change could make visiting these places prohibitively expensive for many people. If the mix of travelers tilts more heavily toward the wealthy, travel stocks will nudge further toward luxury.</p><h2>Leisure, Travel Industry Stocks</h2><p>Shares across the sector have rebounded from last year's pandemic lows. The stocks' recent chart action is mixed. But many travel stocks have outperformed the market the past week and could present buying opportunities for investors.</p><p>Airline stocks&nbsp;like <b>American Airlines</b>, <b>United Airlines</b> and <b>Delta Air Lines</b> surged earlier this year on the Reddit stock short squeeze. Then they sold off because business and overseas travel remained weak. Since then, they've consolidated and are approaching buy points.</p><p>Cruise stocks like <b>Carnival</b>, <b>Royal Caribbean</b> and <b>Norwegian Cruise Line</b> are showing similar patterns.</p><p>Meanwhile, shares of boat makers <b>MarineMax</b> and <b>Brunswick</b> as well as RV makers <b>Winnebago</b> and <b>Thor Industries</b> need to regroup after some failed breakouts. They are no longer in buy zones but could form new bases if earnings and sales growth remain strong.</p><p>Hotel leader <b>Marriott</b> has been less volatile and is forming a base, though earnings and sales have yet to fully recover.</p><p>Airbnb stock has had a more difficult year. It surged after going public in December but began to slump in March as competition from <b><a href=\"https://laohu8.com/S/EXPE\">Expedia</a></b> rival Vrbo rental service reduced the availability of hosts. A mixed Q1 earnings report and the end of a post-IPO lockup period also weighed on Airbnb stock, which popped up 6% Thursday on higher volume but remained 35% off its 2021 high.</p><h2><b>When Luxury Means More Privacy</b></h2><p>Luxury travel, once the purview of only the ultrarich, may have won over those who might have had the means but not the need to travel lavishly. As travelers sought to avoid crowds during the pandemic, those with the means turned to options like private jets.</p><p>Arnie Weissman, editor-in-chief of Travel Weekly, says the pandemic opened luxury travel to a wider customer base. \"Some people developed a taste for it, and it's likely to continue.\"</p><p>Kim-Marie Evans, who writes the blog \"Luxury Travel Moms\" and plans travel for high-net-worth clients, told IBD she booked a trip for a family to Anguilla.</p><p>They stayed in a four-bedroom villa at the Four Seasons. And rather than flying commercially, they used a private jet service.</p><p>Private jet bookings are at or near their pre-pandemic highs, according to Elite Traveler, citing industry tracker FlightAware's data.</p><p>In May, private jet company Wheels Up said membership jumped 58% in Q1 to nearly 10,000. And VistaJet, another leading private jet company, said membership climbed 29% from a year ago.</p><p>Private jet leasing company NetJets, which is owned by <b>Berkshire Hathaway</b>, says its flight volume dropped to as low as 10% of 2019 numbers at the start of the pandemic.</p><p>Now the company, which also offers fractional ownership of its jets, says it's operating at 85% of its 2019 volume. NetJets said in a statement that commercial airlines have reduced their schedules. Consumers also are prioritizing their health and safety, choosing the seclusion of a private jet over a packed jetliner.</p><h2><b>Vacation Shift Favors These Travel Stocks</b></h2><p>Hotel chains implemented stringent Covid-19 protocols to convince visitors their properties were clean and safe. Still, many travelers opted to rent private homes through Airbnb, where they could avoid mingling with strangers in hotel lobbies, Weismann says.</p><p>Travel trends favor Airbnb stock long term, though it currently is slumping. On May 27, analysts at RBC Capital Markets rated shares at outperform, citing secular tailwinds that have yet to be fully appreciated by the market such as its dominant customer engagement.</p><p>The pandemic also shed light on the market potential of travel stocks like Marriott, which operates home-rental service Homes &amp; Villas by Marriott International, catering to ultra premium short- and long-term stays, CFRA Research analyst Tuna Amobi says.</p><p>The Homes &amp; Villas platform, which offers professionally managed private homes, had around 2,000 units at launch less than two years ago. Today, it lists nearly 25,000 properties.</p><p>\"They're where we don't have hotels, and many of them are in more remote locations, which really was quite attractive during Covid,\" said Marriott International President Stephanie Linnartz in a recent call with investors.</p><p>Airbnb also finds that customers are visiting smaller cities, towns and rural communities — not the same 20-30 cities that were most popular pre-pandemic. People are traveling outside the peak seasons and staying longer.</p><p>\"There is a mass shift from mass travel to meaningful travel,\" CEO Chesky said.</p><h2><b>Seaworthy Travel Stocks </b></h2><p>Luxury cruising should also come back with a bang. Nearly every cruise line's around-the-world luxury voyage is fully booked two years in advance.</p><p>One cruise line, Silversea, said its 139-day around-the-world cruise sold out in a single day. The Monaco-based cruise line is owned by Royal Caribbean. The cruise costs between $74,000 and $278,000 per guest, based on double occupancy. That compares with typical fares that start at $15,000-$20,000.</p><p>But others heading out to sea want to avoid crowded ships, which have seen outbreaks of coronavirus and other infections. The National Marine Manufacturers Association says new powerboat sales surged 34% in February compared to the same time period last year.</p><p>\"Inventory levels of new boats are the leanest they've ever been, and boats are being sold as soon as they hit the marketplace as manufacturers work to fulfill the backlog of orders,\" said Vicky Yu, senior director of business intelligence for NMMA. \"While new boat sales slowed in early 2021 following record sales last year, we are still seeing elevated levels as more Americans seek out boating as a way to spend quality time with loved ones.\"</p><p>The trend has pushed up leisure and travel stocks like boat retailers MarineMax and Brunswick&nbsp;as well as sport boat maker <b>Malibu Boats</b>.</p><p>\"It's really turning out to be a great alternative for people to stay close to home and with their family and friends and enjoy the boating lifestyle,\" MarineMax CFO Michael McLamb said in a conference call after reporting earnings April 22.</p><h2><b>Travel Stocks For Being Alone Together</b></h2><p>The desire to spend more time with friends and family is also spurring RV sales. They exploded in popularity during the pandemic, and sales data this year show demand remains high.</p><p>\"The rediscovery of America will continue this summer,\" Weissman said.</p><p>The pandemic accelerated long-term trends favoring the outdoors, Winnebago CEO Michael Happe said in a March earnings call. That includes power sports, boating and RVs.</p><p>Consumer priorities have changed, he added, toward a desire to invest in experiences vs. possessions.</p><p>\"We also believe the time (spent) recently with family and friends has reinforced that they'd like to do more of that in the future,\" Happe said. \"And families and individuals will be reevaluating how they spend their leisure time going forward.\"</p><p>Airbnb pointed to another sign of this trend among leisure and travel stocks. Instead of booking studio apartments in cities, more customers are booking entire homes with more bedrooms. As a result, the number of guests per reservation has increased.</p><h2><b>Work-Life Rebalance</b></h2><p>As people pay closer attention to their well-being post-Covid, another trend to watch is high-end wellness tourism with a focus on fitness, rejuvenation and health, Weissman says. That includes yoga and spa getaways as well as packages that offer cycling and hiking activities.</p><p>Meanwhile, the work-from-home shift allowed people to rethink other aspects of their lifestyle. In particular, they can try to balance work, leisure and travel differently.</p><p>Wedbush analyst James Hardiman says \"2020 was proof of concept that people can be productive, even more productive, while working remotely.\"</p><p>Airbnb says the share of bookings longer than 28 days jumped to 24% in Q1 from 14% in 2019. The company doesn't consider this travel.</p><p>\"People are not just traveling on Airbnb,\" Chesky said. \"They're now living on Airbnb.\"</p><h2>Future Of Business Travel?</h2><p>That also has implications for business travel, which is the most lucrative segment for travel stocks like airlines.</p><p>Experts say fewer workers may fly for <a href=\"https://laohu8.com/S/AONE\">one</a>-day intracompany meetings. However, more crucial business will still require people to fly for in-person meetings.</p><p>When it's time to show up in person, Airbnb expects workers will travel together more often. That trend also has ramifications for Airbnb stock and others. Employees who work in different cities might stay in <a href=\"https://laohu8.com/S/AONE.U\">one</a> house when they visit headquarters. They could share meals together at the kitchen table in the morning or evening.</p><p>That may be a welcome change for road warriors, who pop in an out of cities and squeeze in sightseeing along the way.</p><p>\"They don't miss business travel,\" Chesky said. \"They don't miss standing in line in front of a museum or a landmark … getting a photo with a selfie stick.\"</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WGO":"温尼巴格实业"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2138948877","content_text":"Your next vacation will likely be more private, luxurious or family oriented than your trips in the past, and business trips may never be the same. For leisure and travel stocks like Airbnb that got slammed by pandemic shutdowns, the lifting of Covid curbs means adjusting to a whole new world.Some tastes people acquired last year as they looked for escapes from lockdown are proving durable, like traveling to national parks by RV. Others, such as boating, grew out of surges in wealth that the stock market rally provided. As the summer travel season heats up, Americans are making new choices in where they go, when they go, how they get there and who joins them.\"The world is never going back to the way it was,\" said Airbnb CEO Brian Chesky on an earnings call in May. \"And that means that travel is never going back to the way it was either.\"One major trend is travelers have become more flexible about when and where they go, especially as remote work allows people to blur when they are on and off the clock. Airbnb stock rose May 24, when the company updated booking features, including an option to search for listings without fixed dates or locations.And consumers aren't the only ones changing their habits. While tourism-dependent destinations suffered last year, the less-packed streets also showed locals the benefits of quieter communities.Residents and local officials in normally packed hot spots like Italy and Hawaii are considering limiting the number of tourists. Such a seismic change could make visiting these places prohibitively expensive for many people. If the mix of travelers tilts more heavily toward the wealthy, travel stocks will nudge further toward luxury.Leisure, Travel Industry StocksShares across the sector have rebounded from last year's pandemic lows. The stocks' recent chart action is mixed. But many travel stocks have outperformed the market the past week and could present buying opportunities for investors.Airline stocks like American Airlines, United Airlines and Delta Air Lines surged earlier this year on the Reddit stock short squeeze. Then they sold off because business and overseas travel remained weak. Since then, they've consolidated and are approaching buy points.Cruise stocks like Carnival, Royal Caribbean and Norwegian Cruise Line are showing similar patterns.Meanwhile, shares of boat makers MarineMax and Brunswick as well as RV makers Winnebago and Thor Industries need to regroup after some failed breakouts. They are no longer in buy zones but could form new bases if earnings and sales growth remain strong.Hotel leader Marriott has been less volatile and is forming a base, though earnings and sales have yet to fully recover.Airbnb stock has had a more difficult year. It surged after going public in December but began to slump in March as competition from Expedia rival Vrbo rental service reduced the availability of hosts. A mixed Q1 earnings report and the end of a post-IPO lockup period also weighed on Airbnb stock, which popped up 6% Thursday on higher volume but remained 35% off its 2021 high.When Luxury Means More PrivacyLuxury travel, once the purview of only the ultrarich, may have won over those who might have had the means but not the need to travel lavishly. As travelers sought to avoid crowds during the pandemic, those with the means turned to options like private jets.Arnie Weissman, editor-in-chief of Travel Weekly, says the pandemic opened luxury travel to a wider customer base. \"Some people developed a taste for it, and it's likely to continue.\"Kim-Marie Evans, who writes the blog \"Luxury Travel Moms\" and plans travel for high-net-worth clients, told IBD she booked a trip for a family to Anguilla.They stayed in a four-bedroom villa at the Four Seasons. And rather than flying commercially, they used a private jet service.Private jet bookings are at or near their pre-pandemic highs, according to Elite Traveler, citing industry tracker FlightAware's data.In May, private jet company Wheels Up said membership jumped 58% in Q1 to nearly 10,000. And VistaJet, another leading private jet company, said membership climbed 29% from a year ago.Private jet leasing company NetJets, which is owned by Berkshire Hathaway, says its flight volume dropped to as low as 10% of 2019 numbers at the start of the pandemic.Now the company, which also offers fractional ownership of its jets, says it's operating at 85% of its 2019 volume. NetJets said in a statement that commercial airlines have reduced their schedules. Consumers also are prioritizing their health and safety, choosing the seclusion of a private jet over a packed jetliner.Vacation Shift Favors These Travel StocksHotel chains implemented stringent Covid-19 protocols to convince visitors their properties were clean and safe. Still, many travelers opted to rent private homes through Airbnb, where they could avoid mingling with strangers in hotel lobbies, Weismann says.Travel trends favor Airbnb stock long term, though it currently is slumping. On May 27, analysts at RBC Capital Markets rated shares at outperform, citing secular tailwinds that have yet to be fully appreciated by the market such as its dominant customer engagement.The pandemic also shed light on the market potential of travel stocks like Marriott, which operates home-rental service Homes & Villas by Marriott International, catering to ultra premium short- and long-term stays, CFRA Research analyst Tuna Amobi says.The Homes & Villas platform, which offers professionally managed private homes, had around 2,000 units at launch less than two years ago. Today, it lists nearly 25,000 properties.\"They're where we don't have hotels, and many of them are in more remote locations, which really was quite attractive during Covid,\" said Marriott International President Stephanie Linnartz in a recent call with investors.Airbnb also finds that customers are visiting smaller cities, towns and rural communities — not the same 20-30 cities that were most popular pre-pandemic. People are traveling outside the peak seasons and staying longer.\"There is a mass shift from mass travel to meaningful travel,\" CEO Chesky said.Seaworthy Travel Stocks Luxury cruising should also come back with a bang. Nearly every cruise line's around-the-world luxury voyage is fully booked two years in advance.One cruise line, Silversea, said its 139-day around-the-world cruise sold out in a single day. The Monaco-based cruise line is owned by Royal Caribbean. The cruise costs between $74,000 and $278,000 per guest, based on double occupancy. That compares with typical fares that start at $15,000-$20,000.But others heading out to sea want to avoid crowded ships, which have seen outbreaks of coronavirus and other infections. The National Marine Manufacturers Association says new powerboat sales surged 34% in February compared to the same time period last year.\"Inventory levels of new boats are the leanest they've ever been, and boats are being sold as soon as they hit the marketplace as manufacturers work to fulfill the backlog of orders,\" said Vicky Yu, senior director of business intelligence for NMMA. \"While new boat sales slowed in early 2021 following record sales last year, we are still seeing elevated levels as more Americans seek out boating as a way to spend quality time with loved ones.\"The trend has pushed up leisure and travel stocks like boat retailers MarineMax and Brunswick as well as sport boat maker Malibu Boats.\"It's really turning out to be a great alternative for people to stay close to home and with their family and friends and enjoy the boating lifestyle,\" MarineMax CFO Michael McLamb said in a conference call after reporting earnings April 22.Travel Stocks For Being Alone TogetherThe desire to spend more time with friends and family is also spurring RV sales. They exploded in popularity during the pandemic, and sales data this year show demand remains high.\"The rediscovery of America will continue this summer,\" Weissman said.The pandemic accelerated long-term trends favoring the outdoors, Winnebago CEO Michael Happe said in a March earnings call. That includes power sports, boating and RVs.Consumer priorities have changed, he added, toward a desire to invest in experiences vs. possessions.\"We also believe the time (spent) recently with family and friends has reinforced that they'd like to do more of that in the future,\" Happe said. \"And families and individuals will be reevaluating how they spend their leisure time going forward.\"Airbnb pointed to another sign of this trend among leisure and travel stocks. Instead of booking studio apartments in cities, more customers are booking entire homes with more bedrooms. As a result, the number of guests per reservation has increased.Work-Life RebalanceAs people pay closer attention to their well-being post-Covid, another trend to watch is high-end wellness tourism with a focus on fitness, rejuvenation and health, Weissman says. That includes yoga and spa getaways as well as packages that offer cycling and hiking activities.Meanwhile, the work-from-home shift allowed people to rethink other aspects of their lifestyle. In particular, they can try to balance work, leisure and travel differently.Wedbush analyst James Hardiman says \"2020 was proof of concept that people can be productive, even more productive, while working remotely.\"Airbnb says the share of bookings longer than 28 days jumped to 24% in Q1 from 14% in 2019. The company doesn't consider this travel.\"People are not just traveling on Airbnb,\" Chesky said. \"They're now living on Airbnb.\"Future Of Business Travel?That also has implications for business travel, which is the most lucrative segment for travel stocks like airlines.Experts say fewer workers may fly for one-day intracompany meetings. However, more crucial business will still require people to fly for in-person meetings.When it's time to show up in person, Airbnb expects workers will travel together more often. That trend also has ramifications for Airbnb stock and others. Employees who work in different cities might stay in one house when they visit headquarters. They could share meals together at the kitchen table in the morning or evening.That may be a welcome change for road warriors, who pop in an out of cities and squeeze in sightseeing along the way.\"They don't miss business travel,\" Chesky said. \"They don't miss standing in line in front of a museum or a landmark … getting a photo with a selfie stick.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":112,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":376697456,"gmtCreate":1619107057775,"gmtModify":1704719831501,"author":{"id":"3578825237066036","authorId":"3578825237066036","name":"rayguy","avatar":"https://static.tigerbbs.com/014543af7576ed5edbcbdeffd50f27eb","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3578825237066036","idStr":"3578825237066036"},"themes":[],"htmlText":"Ohh","listText":"Ohh","text":"Ohh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/376697456","repostId":"1147263213","repostType":4,"repost":{"id":"1147263213","pubTimestamp":1619075516,"share":"https://ttm.financial/m/news/1147263213?lang=&edition=fundamental","pubTime":"2021-04-22 15:11","market":"us","language":"en","title":"Intel Reports Earnings Thursday. Here’s What to Know.","url":"https://stock-news.laohu8.com/highlight/detail?id=1147263213","media":"Barrons","summary":"Weeks after Intel installed chief executive Pat Gelsinger and its rollout of a $20 billion plan to expand its manufacturing operations, the company is set to report its earnings.As part of the plan, Intel said it would once again license its x86 chip designs to other companies, and create a foundry services unit that would produce chips for third parties interested in paying Intel to fabricate semiconductors.Intel didn’t issue precise new financial guidance for the first quarter, but said it exp","content":"<p>Weeks after Intel installed chief executive Pat Gelsinger and its rollout of a $20 billion plan to expand its manufacturing operations, the company is set to report its earnings.</p>\n<p>Investors already have a solid idea of what the report, due after the close of trading on Thursday, will bring. When Gelsinger unveiled the company’s plans for the future in late March,Intel (ticker: INTC) said it expected full-year earnings of $4 a share from revenue of $76.5 billion. Including various adjustments, such as those related to Intel’s sale of its flash-memory business in 2020, EPS is likely to be $4.55, while revenue is expected to be $72 billion, the company said.</p>\n<p>As part of the plan, Intel said it would once again license its x86 chip designs to other companies, and create a foundry services unit that would produce chips for third parties interested in paying Intel to fabricate semiconductors.</p>\n<p>Intel didn’t issue precise new financial guidance for the first quarter, but said it expected results better than its prior forecast. Previously, Intel said it expected adjusted first-quarter earnings of $1.10 a share and revenue of $17.5 billion. The consensus forecast is for adjusted earnings of $1.15 a share from revenue of $17.74 billion.</p>\n<p>Susquehanna Financial Group analyst Christopher Rolland,who called the company’s full-year guidance “underwhelming,” said he is expecting investors to focus on Gelsinger’s long-term plans for the company, and to look for more details about Intel’s next generation chip-making technology. According to the analyst’s data sources, notebook sales were strong in the first quarter, but it is less clear what’s coming through the rest of the year.</p>\n<p>Analysts predict that Intel’s client computing segment, which includes notebook sales, will report first-quarter revenue of $10.02 billion. That is the company’s largest segment, followed by the data center operation, which is expected to report revenue of $5.84 billion.</p>\n<p>Despite Intel’s decision to double down on its manufacturing capabilities, BMO Capital Markets analyst Ambrish Srivastava wrote in a client note Monday that he isn’t expecting executives to offer details about its goals, and their effect on Intel’s financial performance.</p>\n<p>Still, Srivastava said, investors should watch closely for commentary about the impact to the company’s capital spending, profit, and free cash flow, among other things.</p>\n<p>Intel’s report arrives amid a global shortage of semiconductors that is hurting production of goods ranging from appliances to cars and videogame consoles. Gelsinger has previously told&nbsp;<i>Barron’s</i> that he expects the chip shortage to last two years.</p>\n<p>Of the analysts that cover Intel, 43% rate shares at Buy, 34% have Hold ratings, and 23% rate the stock at Sell. The average target for the stock price is $68.71, which implies a return of 8.6%.</p>\n<p>Intel stock advanced 1.6% to $63.70 in Wednesday trading. Shares in the chip maker have gained 12% in the past year, while the PHLX Semiconductor index, or Sox, has doubled.</p>\n<p>Rolland pointed out that since Intel’s most recent quarterly report, its stock has gained 14%, while the Sox rose 5.8%. The analyst said that outperformance may indicate that expectations for the earnings are high, a potential negative for the stock.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Intel Reports Earnings Thursday. Here’s What to Know.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIntel Reports Earnings Thursday. Here’s What to Know.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-22 15:11 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/intel-reports-earnings-thursday-heres-what-to-know-51619037330?mod=RTA><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Weeks after Intel installed chief executive Pat Gelsinger and its rollout of a $20 billion plan to expand its manufacturing operations, the company is set to report its earnings.\nInvestors already ...</p>\n\n<a href=\"https://www.barrons.com/articles/intel-reports-earnings-thursday-heres-what-to-know-51619037330?mod=RTA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INTC":"英特尔"},"source_url":"https://www.barrons.com/articles/intel-reports-earnings-thursday-heres-what-to-know-51619037330?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147263213","content_text":"Weeks after Intel installed chief executive Pat Gelsinger and its rollout of a $20 billion plan to expand its manufacturing operations, the company is set to report its earnings.\nInvestors already have a solid idea of what the report, due after the close of trading on Thursday, will bring. When Gelsinger unveiled the company’s plans for the future in late March,Intel (ticker: INTC) said it expected full-year earnings of $4 a share from revenue of $76.5 billion. Including various adjustments, such as those related to Intel’s sale of its flash-memory business in 2020, EPS is likely to be $4.55, while revenue is expected to be $72 billion, the company said.\nAs part of the plan, Intel said it would once again license its x86 chip designs to other companies, and create a foundry services unit that would produce chips for third parties interested in paying Intel to fabricate semiconductors.\nIntel didn’t issue precise new financial guidance for the first quarter, but said it expected results better than its prior forecast. Previously, Intel said it expected adjusted first-quarter earnings of $1.10 a share and revenue of $17.5 billion. The consensus forecast is for adjusted earnings of $1.15 a share from revenue of $17.74 billion.\nSusquehanna Financial Group analyst Christopher Rolland,who called the company’s full-year guidance “underwhelming,” said he is expecting investors to focus on Gelsinger’s long-term plans for the company, and to look for more details about Intel’s next generation chip-making technology. According to the analyst’s data sources, notebook sales were strong in the first quarter, but it is less clear what’s coming through the rest of the year.\nAnalysts predict that Intel’s client computing segment, which includes notebook sales, will report first-quarter revenue of $10.02 billion. That is the company’s largest segment, followed by the data center operation, which is expected to report revenue of $5.84 billion.\nDespite Intel’s decision to double down on its manufacturing capabilities, BMO Capital Markets analyst Ambrish Srivastava wrote in a client note Monday that he isn’t expecting executives to offer details about its goals, and their effect on Intel’s financial performance.\nStill, Srivastava said, investors should watch closely for commentary about the impact to the company’s capital spending, profit, and free cash flow, among other things.\nIntel’s report arrives amid a global shortage of semiconductors that is hurting production of goods ranging from appliances to cars and videogame consoles. Gelsinger has previously told Barron’s that he expects the chip shortage to last two years.\nOf the analysts that cover Intel, 43% rate shares at Buy, 34% have Hold ratings, and 23% rate the stock at Sell. The average target for the stock price is $68.71, which implies a return of 8.6%.\nIntel stock advanced 1.6% to $63.70 in Wednesday trading. Shares in the chip maker have gained 12% in the past year, while the PHLX Semiconductor index, or Sox, has doubled.\nRolland pointed out that since Intel’s most recent quarterly report, its stock has gained 14%, while the Sox rose 5.8%. The analyst said that outperformance may indicate that expectations for the earnings are high, a potential negative for the stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":317,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}