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2024-04-16

$Tesla Motors(TSLA)$

2022-08-14

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2022-06-17

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Alibaba: A Bull Market Is Born

2022-04-16

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US IPO Week Ahead: 2 Small IPOs May Price after the Long Holiday Weekend

2022-08-15

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Market Rebound Draws Wary Eye From Some Investors

2022-07-27

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Here’s What to Expect From the Fed’s Policy Review Today

2025-07-28

$Advanced Micro Devices(AMD)$ power

2022-06-14

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NIO Could Fail In FQ2 2022 - But The Patient May Be Rewarded By H2 2022

2022-06-12

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Nvidia Stock: Secular Growth Provides Hope

2022-04-17

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Is Tesla a Safe Stock to Buy Now?

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Devices(AMD)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$Advanced Micro Devices(AMD)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/460592548626912","isVote":1,"tweetType":1,"viewCount":1127,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":435103550665280,"gmtCreate":1747245013115,"gmtModify":1747245015895,"author":{"id":"3579051055642962","authorId":"3579051055642962","name":"HKwis","avatar":"https://static.tigerbbs.com/90ff1a646df86e800cf9d9da06a6dd43","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3579051055642962","authorIdStr":"3579051055642962"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v 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data-views=\"1\"></v-v>&nbsp;","text":"$Tesla Motors(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/295934437429456","isVote":1,"tweetType":1,"viewCount":2870,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9919718254,"gmtCreate":1663860230878,"gmtModify":1676537351759,"author":{"id":"3579051055642962","authorId":"3579051055642962","name":"HKwis","avatar":"https://static.tigerbbs.com/90ff1a646df86e800cf9d9da06a6dd43","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3579051055642962","authorIdStr":"3579051055642962"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9919718254","repostId":"2269207122","repostType":2,"repost":{"id":"2269207122","kind":"news","pubTimestamp":1663895275,"share":"https://ttm.financial/m/news/2269207122?lang=en_US&edition=fundamental","pubTime":"2022-09-23 09:07","market":"us","language":"en","title":"Google Vs. Tesla: Which Stock Has A Better Forecast?","url":"https://stock-news.laohu8.com/highlight/detail?id=2269207122","media":"Seeking Alpha","summary":"SummaryMega-cap stocks are well-liked among investors. Both GOOG and TSLA belong to that group.Both ","content":"<html><head></head><body><h2>Summary</h2><ul><li>Mega-cap stocks are well-liked among investors. Both GOOG and TSLA belong to that group.</li><li>Both have done a stock split recently and both compete in the self-driving automobile space. How do they compare?</li><li>What about their valuations, recession resilience, balance sheet strength, and cash flow? Which company looks like the better choice at current prices?</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/812c50e2c662e1a9de13588ada8420bf\" tg-width=\"1080\" tg-height=\"608\" referrerpolicy=\"no-referrer\"/><span>gorodenkoff</span></p><h2>Article Thesis</h2><p>Mega-caps have been popular among investors, and rightfully so. They have offered compelling returns in the past and are highly liquid. Two of those are active in the emerging autonomous driving space: Alphabet (NASDAQ:GOOG)(NASDAQ:GOOGL) via its Waymo subsidiary, and Tesla (NASDAQ:TSLA), via its Autopilot/FSD program. In this article, we&#39;ll look at the opportunities and risks of both companies to see which one is a more promising investment at current prices.</p><h2>How Did Tesla And Google Perform Following Their Recent Stock Splits?</h2><p>Both companies split their shares not too long ago, in a bid to bring down their share prices to a more &#34;normal&#34; level. Potential index inclusion in the Dow Jones, which is price-weighted, likely also played a role in their decisions to split their shares.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/caa75f6003a8a5d8ae349b6c8fe75231\" tg-width=\"1280\" tg-height=\"826\" referrerpolicy=\"no-referrer\"/><span>Data by YCharts</span></p><p>So far this year, both companies have seen their shares drop, with TSLA being down 12% while GOOG is down almost 30% in 2022. Alphabet split its shares in mid-July and has declined slightly since then, while Tesla split its shares in early August. Prior to that stock split, Tesla&#39;s shares experienced a run-up, but since then, they moved mostly sideways. From a near-term share price perspective, these stock splits were thus not successful, but buying purely due to a stock split isn&#39;t a great investment approach anyway.</p><h2>Competitors In The Self-Driving Automobile Realm</h2><p>The two companies aren&#39;t competitors with everything they do, as Alphabet is mostly an online advertising company, while Tesla primarily is a car manufacturer. Nevertheless, the two compete in a prominent, fast-growing, and potentially very promising (in an economic sense) area, which is self-driving automobile technology.</p><p>Alphabet has been active in this space for quite some time via its Waymo subsidiary. Tesla has ambitious goals in this space as well, which it pursues via its self-driving tech program Autopilot/FSD.</p><p>No one knows when the first automobile with Level 5 self-driving technology will be available, or which company will produce it. But it is pretty clear that there are some companies that are in strong positions today and that could be important contenders for that title.</p><p>The following image shows a list of companies that have been approved for testing their vehicles in California without a driver. Some of those companies are even allowed to deploy their tech in the state:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e6b26f22348c751bc1e1839280d47756\" tg-width=\"640\" tg-height=\"768\" referrerpolicy=\"no-referrer\"/><span>ca.gov</span></p><p>We see that Google&#39;s Waymo holds the permit in both groups, as do Nuro and GM&#39;s (GM) Cruise. It seems reasonable to me to assume that the companies with the most advantaged permits are the companies with the most advantaged tech. A couple of other companies are allowed to test their tech in vehicles without a driver, including WeRide and Zoox. Notably, Tesla is not among these companies. It holds a permit to test its technology in California, but only in vehicles with a driver. A total of 50 companies hold that permit according to the government website, thus we can say that holding this permit is &#34;nothing special&#34;. Many of Tesla&#39;s peers, including Mercedes-Benz (OTCPK:MBGYY) and NIO (NIO), hold the same permit.</p><p>From a regulatory viewpoint, Alphabet&#39;s offering in this space seems way more advantaged -- it stands out among the dozens of companies that are active in self-driving tech, while Tesla seems to be in the middle of the pack. The same holds true when we look at commercialization.</p><p>While Tesla demands money from buyers of its tech even though that is only in beta testing, it is not allowed to commercialize it in a robo-taxi way. Waymo, on the other hand, has deployed its self-driving taxis in several cities including San Francisco, where riders can book rides via Alphabet&#39;s apps.</p><p>Of course, there is no guarantee that Alphabet&#39;s lead will hold. It is possible that Tesla eventually manages to hit a home run with its tech. But to me, it does not look like this is the most likely scenario -- it seems more reasonable (to me) to assume that the current leaders with the most advantaged projects will continue to hold their leadership position in this space.</p><h2>Alphabet And Tesla Stock Key Metrics</h2><p>Both companies have seen their shares drop back this year, which means that their valuations have compressed. In other words, both stocks are cheaper today than they were at the beginning of the year, although that does not necessarily mean that they are cheap in absolute terms.</p><p>Looking at the earnings multiple for the current year, Alphabet seems quite inexpensive, while Tesla still trades at a premium valuation:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8c39d06b8d89aa8f183775878ff7fc9d\" tg-width=\"1280\" tg-height=\"892\" referrerpolicy=\"no-referrer\"/><span>Data by YCharts</span></p><p>Alphabet is trading at less than 20x forward net profit, for an earnings yield of 5%. Tesla is trading at around 3.5x that valuation, as its earnings yield is in the 1.5% range as its earnings multiple still is north of 70. Of course, one can argue that free cash flows are even more important than net profits. After all, dividends and buybacks are financed with (free) cash, and debt reduction, acquisitions, etc. also depend on a company&#39;s ability to throw off cash. In that regard, Alphabet looks even better relative to Tesla. Alphabet&#39;s free cash flows are relatively comparable to its net profits, as the trailing free cash flow yield is in the 5% range as well.</p><p>The same does not hold true for Tesla, as its free cash flow yield of not even 0.7% is just half as high as its earnings yield. The big discrepancy can be explained by the capital-intense nature of the automobile industry. Factories need to be built and retooled regularly, the companies in this space need large amounts of working capital for unfinished products, raw materials, and so on. That&#39;s why free cash generation generally is weak in the automobile space, thus this is not a Tesla-specific issue. Instead, Tesla is just performing in line with other automobile companies that have weak cash generation. Alphabet does not need to spend heavily on raw materials, factories, factory retooling, and so on. Its business model is much more shareholder-friendly as operations can be scaled up efficiently without large capital expenditure requirements -- letting users stream one more video on YouTube or see one more ad on Google does not require any meaningful cash outlays on Alphabet&#39;s side.</p><p>Not only does Alphabet look much cheaper than Tesla, but its way stronger free cash generation has also resulted in a way better balance sheet.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/674770fc1359e36cc518d1501437fa47\" tg-width=\"1280\" tg-height=\"892\" referrerpolicy=\"no-referrer\"/><span>Data by YCharts</span></p><p>Tesla has a $16 billion net cash position, which is quite solid. But that&#39;s less than 2% of Tesla&#39;s market capitalization. Meanwhile, GOOG has a net cash position of $112 billion, which is 7x as much as what Tesla has, and which is equal to more than 8% of Alphabet&#39;s market capitalization. Alphabet thus has much more financial firepower for shareholder returns, e.g. via buybacks, for acquisitions, and last but not least, its huge net cash position reduces risks considerably. In case we see a steep global economic downturn, Alphabet&#39;s more than $100 billion in net cash insulates the company very well from financial troubles, while Tesla would be more exposed -- not only is its cash &#34;safety net&#34; much smaller, but the automobile industry is also more cyclical and vulnerable to recessions relative to the software and communication services industries. In recent weeks we possibly got a glimpse of that, as delivery times for many of Tesla&#39;s models declined to just a couple of weeks -- that could be the result of increasing reluctance by consumers to spend heavily on a new vehicle in the current economic climate.</p><p>When we account for the net cash positions of both companies, Alphabet&#39;s undemanding valuation drops to an even lower level:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/52a566129c9826a9725931bb8bff600d\" tg-width=\"1280\" tg-height=\"826\" referrerpolicy=\"no-referrer\"/><span>Data by YCharts</span></p><p>At just 12x trailing EBITDA, Alphabet trades at a pretty undemanding valuation, especially when we account for its market leadership and healthy growth. Tesla is trading at 5x Alphabet&#39;s EV/EBITDA multiple. It has pretty strong growth as well, at least in the past (see the aforementioned backlog decline and vulnerability to an economic downturn). But with its way weaker cash generation, lower margins, intensifying competitive pressures, and weaker self-driving tech, the current valuation does not seem attractive. One can argue that Tesla would be very attractive at a 12x EBITDA multiple, but at 5x the valuation of Alphabet, Alphabet looks like a significantly more compelling choice to me.</p><h2>Is Alphabet Or Tesla The Better Long-Term Buy?</h2><p>Some Tesla bulls mainly are in it for Tesla&#39;s self-driving potential. I don&#39;t think Tesla is in a leadership position here, but it is of course possible that the company becomes more successful over time. In case it manages to solve true self-driving anywhere before anyone else, that would result in a lot of earnings potential. But betting on that is not my investment style, and Tesla wouldn&#39;t be my first choice even if I wanted to bet on any company solely for its autonomous driving tech.</p><p>The software/communication services industries offer great margins, strong free cash generation, and long-term growth potential. It also isn&#39;t very cyclical. All these things hold true for Alphabet, and the company is an absolute leader in its space. The automobile industry as a whole is significantly less attractive, due to weak margins, high capital intensity, and so on. These things hold true for Tesla as well, even though it&#39;s not a legacy automobile company. Tesla has a strong brand in the EV space, but competitive pressures are rising, and BYD (OTCPK:BYDDY) has overtaken it already in total EV sales (including plug-in hybrids). Due to these reasons, I believe that Alphabet is more suitable for a long-term investment. Since it is also way cheaper than Tesla while being one of just a few companies with self-driving cars deployed commercially, I favor it over Tesla.</p><p>This article is written by Jonathan Weber for reference only.</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>Google Vs. Tesla: Which Stock Has A Better Forecast?</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\">\nGoogle Vs. Tesla: Which Stock Has A Better Forecast?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-23 09:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4542480-google-vs-tesla-which-stock-better-forecast><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryMega-cap stocks are well-liked among investors. Both GOOG and TSLA belong to that group.Both have done a stock split recently and both compete in the self-driving automobile space. How do they ...</p>\n\n<a href=\"https://seekingalpha.com/article/4542480-google-vs-tesla-which-stock-better-forecast\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","GOOG":"谷歌","TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4542480-google-vs-tesla-which-stock-better-forecast","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2269207122","content_text":"SummaryMega-cap stocks are well-liked among investors. Both GOOG and TSLA belong to that group.Both have done a stock split recently and both compete in the self-driving automobile space. How do they compare?What about their valuations, recession resilience, balance sheet strength, and cash flow? Which company looks like the better choice at current prices?gorodenkoffArticle ThesisMega-caps have been popular among investors, and rightfully so. They have offered compelling returns in the past and are highly liquid. Two of those are active in the emerging autonomous driving space: Alphabet (NASDAQ:GOOG)(NASDAQ:GOOGL) via its Waymo subsidiary, and Tesla (NASDAQ:TSLA), via its Autopilot/FSD program. In this article, we'll look at the opportunities and risks of both companies to see which one is a more promising investment at current prices.How Did Tesla And Google Perform Following Their Recent Stock Splits?Both companies split their shares not too long ago, in a bid to bring down their share prices to a more \"normal\" level. Potential index inclusion in the Dow Jones, which is price-weighted, likely also played a role in their decisions to split their shares.Data by YChartsSo far this year, both companies have seen their shares drop, with TSLA being down 12% while GOOG is down almost 30% in 2022. Alphabet split its shares in mid-July and has declined slightly since then, while Tesla split its shares in early August. Prior to that stock split, Tesla's shares experienced a run-up, but since then, they moved mostly sideways. From a near-term share price perspective, these stock splits were thus not successful, but buying purely due to a stock split isn't a great investment approach anyway.Competitors In The Self-Driving Automobile RealmThe two companies aren't competitors with everything they do, as Alphabet is mostly an online advertising company, while Tesla primarily is a car manufacturer. Nevertheless, the two compete in a prominent, fast-growing, and potentially very promising (in an economic sense) area, which is self-driving automobile technology.Alphabet has been active in this space for quite some time via its Waymo subsidiary. Tesla has ambitious goals in this space as well, which it pursues via its self-driving tech program Autopilot/FSD.No one knows when the first automobile with Level 5 self-driving technology will be available, or which company will produce it. But it is pretty clear that there are some companies that are in strong positions today and that could be important contenders for that title.The following image shows a list of companies that have been approved for testing their vehicles in California without a driver. Some of those companies are even allowed to deploy their tech in the state:ca.govWe see that Google's Waymo holds the permit in both groups, as do Nuro and GM's (GM) Cruise. It seems reasonable to me to assume that the companies with the most advantaged permits are the companies with the most advantaged tech. A couple of other companies are allowed to test their tech in vehicles without a driver, including WeRide and Zoox. Notably, Tesla is not among these companies. It holds a permit to test its technology in California, but only in vehicles with a driver. A total of 50 companies hold that permit according to the government website, thus we can say that holding this permit is \"nothing special\". Many of Tesla's peers, including Mercedes-Benz (OTCPK:MBGYY) and NIO (NIO), hold the same permit.From a regulatory viewpoint, Alphabet's offering in this space seems way more advantaged -- it stands out among the dozens of companies that are active in self-driving tech, while Tesla seems to be in the middle of the pack. The same holds true when we look at commercialization.While Tesla demands money from buyers of its tech even though that is only in beta testing, it is not allowed to commercialize it in a robo-taxi way. Waymo, on the other hand, has deployed its self-driving taxis in several cities including San Francisco, where riders can book rides via Alphabet's apps.Of course, there is no guarantee that Alphabet's lead will hold. It is possible that Tesla eventually manages to hit a home run with its tech. But to me, it does not look like this is the most likely scenario -- it seems more reasonable (to me) to assume that the current leaders with the most advantaged projects will continue to hold their leadership position in this space.Alphabet And Tesla Stock Key MetricsBoth companies have seen their shares drop back this year, which means that their valuations have compressed. In other words, both stocks are cheaper today than they were at the beginning of the year, although that does not necessarily mean that they are cheap in absolute terms.Looking at the earnings multiple for the current year, Alphabet seems quite inexpensive, while Tesla still trades at a premium valuation:Data by YChartsAlphabet is trading at less than 20x forward net profit, for an earnings yield of 5%. Tesla is trading at around 3.5x that valuation, as its earnings yield is in the 1.5% range as its earnings multiple still is north of 70. Of course, one can argue that free cash flows are even more important than net profits. After all, dividends and buybacks are financed with (free) cash, and debt reduction, acquisitions, etc. also depend on a company's ability to throw off cash. In that regard, Alphabet looks even better relative to Tesla. Alphabet's free cash flows are relatively comparable to its net profits, as the trailing free cash flow yield is in the 5% range as well.The same does not hold true for Tesla, as its free cash flow yield of not even 0.7% is just half as high as its earnings yield. The big discrepancy can be explained by the capital-intense nature of the automobile industry. Factories need to be built and retooled regularly, the companies in this space need large amounts of working capital for unfinished products, raw materials, and so on. That's why free cash generation generally is weak in the automobile space, thus this is not a Tesla-specific issue. Instead, Tesla is just performing in line with other automobile companies that have weak cash generation. Alphabet does not need to spend heavily on raw materials, factories, factory retooling, and so on. Its business model is much more shareholder-friendly as operations can be scaled up efficiently without large capital expenditure requirements -- letting users stream one more video on YouTube or see one more ad on Google does not require any meaningful cash outlays on Alphabet's side.Not only does Alphabet look much cheaper than Tesla, but its way stronger free cash generation has also resulted in a way better balance sheet.Data by YChartsTesla has a $16 billion net cash position, which is quite solid. But that's less than 2% of Tesla's market capitalization. Meanwhile, GOOG has a net cash position of $112 billion, which is 7x as much as what Tesla has, and which is equal to more than 8% of Alphabet's market capitalization. Alphabet thus has much more financial firepower for shareholder returns, e.g. via buybacks, for acquisitions, and last but not least, its huge net cash position reduces risks considerably. In case we see a steep global economic downturn, Alphabet's more than $100 billion in net cash insulates the company very well from financial troubles, while Tesla would be more exposed -- not only is its cash \"safety net\" much smaller, but the automobile industry is also more cyclical and vulnerable to recessions relative to the software and communication services industries. In recent weeks we possibly got a glimpse of that, as delivery times for many of Tesla's models declined to just a couple of weeks -- that could be the result of increasing reluctance by consumers to spend heavily on a new vehicle in the current economic climate.When we account for the net cash positions of both companies, Alphabet's undemanding valuation drops to an even lower level:Data by YChartsAt just 12x trailing EBITDA, Alphabet trades at a pretty undemanding valuation, especially when we account for its market leadership and healthy growth. Tesla is trading at 5x Alphabet's EV/EBITDA multiple. It has pretty strong growth as well, at least in the past (see the aforementioned backlog decline and vulnerability to an economic downturn). But with its way weaker cash generation, lower margins, intensifying competitive pressures, and weaker self-driving tech, the current valuation does not seem attractive. One can argue that Tesla would be very attractive at a 12x EBITDA multiple, but at 5x the valuation of Alphabet, Alphabet looks like a significantly more compelling choice to me.Is Alphabet Or Tesla The Better Long-Term Buy?Some Tesla bulls mainly are in it for Tesla's self-driving potential. I don't think Tesla is in a leadership position here, but it is of course possible that the company becomes more successful over time. In case it manages to solve true self-driving anywhere before anyone else, that would result in a lot of earnings potential. But betting on that is not my investment style, and Tesla wouldn't be my first choice even if I wanted to bet on any company solely for its autonomous driving tech.The software/communication services industries offer great margins, strong free cash generation, and long-term growth potential. It also isn't very cyclical. All these things hold true for Alphabet, and the company is an absolute leader in its space. The automobile industry as a whole is significantly less attractive, due to weak margins, high capital intensity, and so on. These things hold true for Tesla as well, even though it's not a legacy automobile company. Tesla has a strong brand in the EV space, but competitive pressures are rising, and BYD (OTCPK:BYDDY) has overtaken it already in total EV sales (including plug-in hybrids). Due to these reasons, I believe that Alphabet is more suitable for a long-term investment. Since it is also way cheaper than Tesla while being one of just a few companies with self-driving cars deployed commercially, I favor it over Tesla.This article is written by Jonathan Weber for reference only.","news_type":1,"symbols_score_info":{"GOOGL":0.9,"TSLA":1,"GOOG":0.9}},"isVote":1,"tweetType":1,"viewCount":2674,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9999602747,"gmtCreate":1660522372591,"gmtModify":1676533484338,"author":{"id":"3579051055642962","authorId":"3579051055642962","name":"HKwis","avatar":"https://static.tigerbbs.com/90ff1a646df86e800cf9d9da06a6dd43","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3579051055642962","authorIdStr":"3579051055642962"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9999602747","repostId":"1190520604","repostType":4,"repost":{"id":"1190520604","kind":"news","pubTimestamp":1660550029,"share":"https://ttm.financial/m/news/1190520604?lang=en_US&edition=fundamental","pubTime":"2022-08-15 15:53","market":"us","language":"en","title":"Market Rebound Draws Wary Eye From Some Investors","url":"https://stock-news.laohu8.com/highlight/detail?id=1190520604","media":"The Wall Street Journal","summary":"Stocks reached another milestone in their comeback last week, with the Nasdaq Composite rising more ","content":"<div>\n<p>Stocks reached another milestone in their comeback last week, with the Nasdaq Composite rising more than 20% from its mid-June low to end its longest bear market since 2008.The rally has stirred a ...</p>\n\n<a href=\"https://www.wsj.com/articles/market-rebound-draws-wary-eye-from-some-investors-11660469378?mod=hp_lead_pos1\">Source Link</a>\n\n</div>\n","source":"wsj_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Market Rebound Draws Wary Eye From Some Investors</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\">\nMarket Rebound Draws Wary Eye From Some Investors\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-15 15:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.wsj.com/articles/market-rebound-draws-wary-eye-from-some-investors-11660469378?mod=hp_lead_pos1><strong>The Wall Street Journal</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stocks reached another milestone in their comeback last week, with the Nasdaq Composite rising more than 20% from its mid-June low to end its longest bear market since 2008.The rally has stirred a ...</p>\n\n<a href=\"https://www.wsj.com/articles/market-rebound-draws-wary-eye-from-some-investors-11660469378?mod=hp_lead_pos1\">Source 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",".IXIC":"NASDAQ Composite"},"source_url":"https://www.wsj.com/articles/market-rebound-draws-wary-eye-from-some-investors-11660469378?mod=hp_lead_pos1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190520604","content_text":"Stocks reached another milestone in their comeback last week, with the Nasdaq Composite rising more than 20% from its mid-June low to end its longest bear market since 2008.The rally has stirred a familiar debate: Will the rebound continue?Some investors are starting to believe the worst of this year’s rout might be behind them. Data last week showed gauges of both consumer and producer prices falling in July, offering some hope that inflation might be at or close to a peak.The labor market also remains robust. Employers added more than half a million jobs in July, while the unemployment rate ticked down to close to a half-century low—hardly things investors would expect to see if the economy were in or on the brink of a recession.On the flip side, the Federal Reserve isn’t done raising interest rates, leaving richly valued parts of the market vulnerable.Much of what has surged the past several weeks is precisely what led the market lower during its punishing selloff in the first half of the year. Meme stocks such as AMC Entertainment Holdings Inc. and Bed Bath & Beyond Inc. have climbed 107% and 111%, respectively, since markets bottomed for the year on June 16. Shares of cryptocurrency-related companies such as Coinbase Global Inc. and triple-leveraged exchange-traded funds tracking the technology-heavy Nasdaq Composite Index have also soared.The S&P 500 is up 17% over the same period but remains down 10% for the year.With inflation remaining near multiyear highs, some investors worry parts of the market are in for another punishing selloff, especially if the Fed has to raise interest rates for longer than expected. When interest rates were at historic lows, investors got big returns from piling into shares of richly valued, often unprofitable companies. The fact that bond yields were so low made even the riskiest stocks—as well as other investments, like cryptocurrencies—look like an attractive proposition for many investors. Rising rates reverse that dynamic.“I can’t argue that this pace [of market gains] is going to continue,” said Nancy Tengler, chief investment officer of Laffer Tengler Investments. “Whether we are in recession now or are going to be in one in the third or fourth quarter, you know economic growth is going to slow.”That means it is prudent to be even more selective about what types of companies the firm is putting money into, she said.One factor that has clouded investors’ outlook is debate over how far into the future the Fed will have to keep raising interest rates.Since the Fed’s July policy meeting, some investors have bet the central bank will pivot from raising interest rates to lowering them next year to boost economic activity again. That has helped spark a rebound in not just stock but also bond prices. The 10-year U.S. Treasury yield, which falls as bond prices rise, fell to 2.848% Friday, down from its mid-June peak of 3.482%.Skeptics, however, warn that it might be too early to assume that the Fed will change tacks in 2023. July’s CPI and PPI readings were good news for the markets. And they certainly gave wind to the idea that the Fed will raise interest rates by half a point at its September meeting, instead of three-quarters of a point as initially expected.But just one or two lower inflation readings won’t suffice in convincing the Fed that inflation is dissipating, said Nicholas Colas, co-founder of DataTrek Research.Some factors driving inflation higher have also yet to ease. Last week’s CPI report showed grocery prices rose 13.1% in July from a year ago, the fastest pace since 1979. Housing prices also increased.Given the way the Fed typically likes to see multiple consecutive economic readings before changing tack on policy, markets might be running ahead of themselves, Mr. Colas said.Many investors are skeptical the recent rebound in more speculative investments will shake out differently this time.“When something goes down 80% and then comes back up 20%, it still doesn’t get you much,” said Rick Lear, chief investment officer of Lear Investment Management. “It’s just bouncing off its lows.Rather than arguing semantics—whether the S&P 500 is about to break out into a bull market or is stuck in a bear market rally, or whether the economy is in a recession now or will be later—Mr. Lear says he is choosing to focus on picking companies that can weather a tough economic environment.He is also steering clear of many of the stocks that have surged the most during the market’s comeback, wary of the possibility of being burned by stocks that appear to be trading mostly off momentum, instead of their earnings.“This could be a real reset of the bull market,” Mr. Lear said. “But we don’t know. And it really doesn’t matter to us.”","news_type":1,"symbols_score_info":{".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":3913,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9999925929,"gmtCreate":1660452303963,"gmtModify":1676533474075,"author":{"id":"3579051055642962","authorId":"3579051055642962","name":"HKwis","avatar":"https://static.tigerbbs.com/90ff1a646df86e800cf9d9da06a6dd43","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3579051055642962","authorIdStr":"3579051055642962"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9999925929","repostId":"2259704438","repostType":4,"isVote":1,"tweetType":1,"viewCount":2877,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9999922729,"gmtCreate":1660452274164,"gmtModify":1676533474068,"author":{"id":"3579051055642962","authorId":"3579051055642962","name":"HKwis","avatar":"https://static.tigerbbs.com/90ff1a646df86e800cf9d9da06a6dd43","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3579051055642962","authorIdStr":"3579051055642962"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9999922729","repostId":"1110057750","repostType":4,"isVote":1,"tweetType":1,"viewCount":3604,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9909754628,"gmtCreate":1658931505564,"gmtModify":1676536230506,"author":{"id":"3579051055642962","authorId":"3579051055642962","name":"HKwis","avatar":"https://static.tigerbbs.com/90ff1a646df86e800cf9d9da06a6dd43","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3579051055642962","authorIdStr":"3579051055642962"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9909754628","repostId":"1129868832","repostType":4,"repost":{"id":"1129868832","kind":"news","pubTimestamp":1658931046,"share":"https://ttm.financial/m/news/1129868832?lang=en_US&edition=fundamental","pubTime":"2022-07-27 22:10","market":"us","language":"en","title":"Here’s What to Expect From the Fed’s Policy Review Today","url":"https://stock-news.laohu8.com/highlight/detail?id=1129868832","media":"Bloomberg","summary":"Possibility of a dissent vote against a 75 basis point hikeHow worried the Fed seems about the econo","content":"<div>\n<p>Possibility of a dissent vote against a 75 basis point hikeHow worried the Fed seems about the economy will be the keyTen-year Treasury yields have slumped almost 75 basis points in just a matter of ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-07-27/here-s-what-to-expect-from-the-fed-s-policy-review-today\">Source Link</a>\n\n</div>\n","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Here’s What to Expect From the Fed’s Policy Review 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; 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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\">\nHere’s What to Expect From the Fed’s Policy Review Today\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-27 22:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-07-27/here-s-what-to-expect-from-the-fed-s-policy-review-today><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Possibility of a dissent vote against a 75 basis point hikeHow worried the Fed seems about the economy will be the keyTen-year Treasury yields have slumped almost 75 basis points in just a matter of ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-07-27/here-s-what-to-expect-from-the-fed-s-policy-review-today\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.bloomberg.com/news/articles/2022-07-27/here-s-what-to-expect-from-the-fed-s-policy-review-today","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129868832","content_text":"Possibility of a dissent vote against a 75 basis point hikeHow worried the Fed seems about the economy will be the keyTen-year Treasury yields have slumped almost 75 basis points in just a matter of weeks as investors fret about the prospect of a recession, providing a glum backdrop to the two-day Federal Reserve meeting that concludes today.Here’s what traders are watching for:Size of hike:While the markets were starting to price in a 100-basis point increase soon after those towering Juneinflation prints, that positioning has mellowed in the face of comments from Governor Christopher Waller and St. Louis Fed President James Bullard expressinga preferencefor 75 basis points.While the Fed has gone into the traditional quiet period and there being no murmur suggesting otherwise from usual Deep Throat media outlets, the tail risk of a bigger move has faded.Dissent:Fed Kansas President Esther George, who voted in favor of a 50-basis point increase at the June meeting, may do an encore. Before the Fed’s blackout period, she had remarked that “more abrupt changes in interest rates could create strains, either in the economy or financial markets, that would undermine the Fed’s ability to deliver on the higher path of rates communicated.”It’s not clear what’s weighing on the mind of the vice-chair for supervision, Michael Barr, as he hasn’t made public comments on monetary policy since he was sworn in.Fed Boston President Susan Collins, who took office this month, remarked that “inflation is too high and addressing this is a key priority,” suggesting she may vote with the majority.Statement:The Fed is likely to acknowledge recent signs of weakness in the economy stemming from July’sPMI numbers, new-home sales and waning consumer confidence.The Fed’s second paragraph from its Junestatementstated that “the committee is highly attentive to inflation risks.” Any tweak to that sentence would be construed as an acknowledgment that the Fed is attuned to economic risks, though I think it’s premature and unlikely given that inflation is way above its target.Guidance:There being no dot plot accompanying this meeting, traders will parse the language of the Fed statement to see what it thinks of the path ahead in light of signs that the economy is slowing.Interest-rate traders are factoring in about 100 basis points of tightening in the remainder of the year excluding Wednesday’s expected increase, but that pricing is very much work in progress. So the Fed’s language and Chair Jerome Powell’s thoughts on the Fed’s intended path from here will be the key to any market reaction.If the Fed were to signal that it won’t be spooked by pockets of weakness in the economy, expect front-end yields to trade with an upward bias. The longer end may, however, rise initially but turn down subsequently if traders estimate that the Fed’s bias will tilt the economy downward into a recession.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":2118,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9046795500,"gmtCreate":1656382990800,"gmtModify":1676535819060,"author":{"id":"3579051055642962","authorId":"3579051055642962","name":"HKwis","avatar":"https://static.tigerbbs.com/90ff1a646df86e800cf9d9da06a6dd43","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3579051055642962","authorIdStr":"3579051055642962"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9046795500","repostId":"1178807374","repostType":4,"repost":{"id":"1178807374","kind":"news","pubTimestamp":1656381850,"share":"https://ttm.financial/m/news/1178807374?lang=en_US&edition=fundamental","pubTime":"2022-06-28 10:04","market":"us","language":"en","title":"EV Stocks TSLA, NIO, RIVN See Price Targets Slashed","url":"https://stock-news.laohu8.com/highlight/detail?id=1178807374","media":"InvestorPlace","summary":"Electric vehicle (EV) stocks are slipping on price target cuts today.Tesla(TSLA), Nio(NIO), and Rivi","content":"<div>\n<p>Electric vehicle (EV) stocks are slipping on price target cuts today.Tesla(TSLA), Nio(NIO), and Rivian(RIVN) are included in this.Mizuho analyst Vijay Rakesh is behind the cuts.Electric vehicle (EV) ...</p>\n\n<a href=\"https://investorplace.com/2022/06/ev-stocks-tsla-nio-rivn-see-price-targets-slashed/\">Source Link</a>\n\n</div>\n","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>EV Stocks TSLA, NIO, RIVN See Price Targets Slashed</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nEV Stocks TSLA, NIO, RIVN See Price Targets Slashed\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-28 10:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/06/ev-stocks-tsla-nio-rivn-see-price-targets-slashed/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Electric vehicle (EV) stocks are slipping on price target cuts today.Tesla(TSLA), Nio(NIO), and Rivian(RIVN) are included in this.Mizuho analyst Vijay Rakesh is behind the cuts.Electric vehicle (EV) ...</p>\n\n<a href=\"https://investorplace.com/2022/06/ev-stocks-tsla-nio-rivn-see-price-targets-slashed/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","09866":"蔚来-SW","TSLA":"特斯拉","NIO.SI":"蔚来","RIVN":"Rivian Automotive, Inc."},"source_url":"https://investorplace.com/2022/06/ev-stocks-tsla-nio-rivn-see-price-targets-slashed/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178807374","content_text":"Electric vehicle (EV) stocks are slipping on price target cuts today.Tesla(TSLA), Nio(NIO), and Rivian(RIVN) are included in this.Mizuho analyst Vijay Rakesh is behind the cuts.Electric vehicle (EV) stocks are in the news today after Mizuho analyst Vijay Rakeshweighed in on several companies in the space.Rakesh believes that EV companies are going to continue facing troubles out of China. That’s due to ongoing lockdowns in Shanghai as a result of Covid-19 cases. The analyst believes this will result in supply chain issues that could affect EV deliveries.Let’s go over how this had the Mizuho analyst changing their stance on a few EV stocks today!EV Stocks on the MoveWe start off with Tesla(NASDAQ:TSLA) as Rakesh cuts their price target for the EV company’s shares to $1,150 from $1,300 each. However, he reiterated his “buy” rating for the stock. TSLA is down 0.32% today.Next up is Nio(NYSE:NIO) with its price target reduced to $48 from $55 per share. That’s despite the analyst continuing to maintain their “buy” rating for the company’s shares. NIO stock is down 4.69% today.Finally, we have Rivian(NASDAQ:RIVN), which saw its price target slashed to $70 from $80 per share. And yet again, Rakesh continues to keep a “buy” rating for the company’s stock. Shares of RIVN are down 3.59% today.","news_type":1,"symbols_score_info":{"TSLA":0.9,"NIO.SI":0.9,"09866":0.9,"NIO":0.9,"RIVN":0.9}},"isVote":1,"tweetType":1,"viewCount":2351,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9049128705,"gmtCreate":1655770430707,"gmtModify":1676535700307,"author":{"id":"3579051055642962","authorId":"3579051055642962","name":"HKwis","avatar":"https://static.tigerbbs.com/90ff1a646df86e800cf9d9da06a6dd43","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3579051055642962","authorIdStr":"3579051055642962"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9049128705","repostId":"1123824475","repostType":4,"repost":{"id":"1123824475","kind":"news","pubTimestamp":1655769277,"share":"https://ttm.financial/m/news/1123824475?lang=en_US&edition=fundamental","pubTime":"2022-06-21 07:54","market":"us","language":"en","title":"Chevron, Egypt Agree to Explore New Mediterranean Gas Deal","url":"https://stock-news.laohu8.com/highlight/detail?id=1123824475","media":"Seeking Alpha","summary":"Egypt's state-owned gas company EGAS and Chevron (NYSE:CVX) on Monday signed a memorandum of underst","content":"<html><head></head><body><p>Egypt&#39;s state-owned gas company EGAS and Chevron (NYSE:CVX) on Monday signed a memorandum of understanding to explore sending natural gas from offshore Mediterranean fields to Egypt for processing and export, Reuters reports.</p><p>Chevron (CVX) two years ago acquired a ~40% stake in a large natural gas field in the eastern Mediterranean Sea off the coast of Israel, where it now plans to drill its first exploration well in September, Egypt&#39;s petroleum ministry said.</p><p>The company also said it is considering gas monetization in the region, including floating LNG technology.</p><p>If an agreement is finalized, gas could be available for Egypt&#39;s domestic market or converted to liquefied natural gas, Chevron (CVX) reportedly said.</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>Chevron, Egypt Agree to Explore New Mediterranean Gas Deal</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\">\nChevron, Egypt Agree to Explore New Mediterranean Gas Deal\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-21 07:54 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3849886-chevron-egypt-agree-to-explore-new-mediterranean-gas-deal><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Egypt's state-owned gas company EGAS and Chevron (NYSE:CVX) on Monday signed a memorandum of understanding to explore sending natural gas from offshore Mediterranean fields to Egypt for processing and...</p>\n\n<a href=\"https://seekingalpha.com/news/3849886-chevron-egypt-agree-to-explore-new-mediterranean-gas-deal\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CVX":"雪佛龙"},"source_url":"https://seekingalpha.com/news/3849886-chevron-egypt-agree-to-explore-new-mediterranean-gas-deal","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123824475","content_text":"Egypt's state-owned gas company EGAS and Chevron (NYSE:CVX) on Monday signed a memorandum of understanding to explore sending natural gas from offshore Mediterranean fields to Egypt for processing and export, Reuters reports.Chevron (CVX) two years ago acquired a ~40% stake in a large natural gas field in the eastern Mediterranean Sea off the coast of Israel, where it now plans to drill its first exploration well in September, Egypt's petroleum ministry said.The company also said it is considering gas monetization in the region, including floating LNG technology.If an agreement is finalized, gas could be available for Egypt's domestic market or converted to liquefied natural gas, Chevron (CVX) reportedly said.","news_type":1,"symbols_score_info":{"CVX":0.9}},"isVote":1,"tweetType":1,"viewCount":2087,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9057350582,"gmtCreate":1655469820146,"gmtModify":1676535645947,"author":{"id":"3579051055642962","authorId":"3579051055642962","name":"HKwis","avatar":"https://static.tigerbbs.com/90ff1a646df86e800cf9d9da06a6dd43","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3579051055642962","authorIdStr":"3579051055642962"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9057350582","repostId":"1105210003","repostType":4,"repost":{"id":"1105210003","kind":"news","pubTimestamp":1655478634,"share":"https://ttm.financial/m/news/1105210003?lang=en_US&edition=fundamental","pubTime":"2022-06-17 23:10","market":"us","language":"en","title":"Alibaba: A Bull Market Is Born","url":"https://stock-news.laohu8.com/highlight/detail?id=1105210003","media":"Seeking Alpha","summary":"SummaryA deep dive into the e-commerce behemoth Alibaba (BABA) depicts a multi-engine growth machine","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>A deep dive into the e-commerce behemoth Alibaba (BABA) depicts a multi-engine growth machine, at a cyclical low.</li><li>Our analysis of industry tailwinds and normalized earnings points to a huge opportunity for risk-tolerant investors.</li><li>We estimate a market-crushing return of 17% per annum for Alibaba shareholders, indicating a 5x in the decade to come.</li></ul><p><b>Investment Thesis</b></p><p>Dark days have lingered for Alibaba Group Holding (NYSE:BABA), down 65% from its high. The past year has been a true test of investors&#39; fortitude. Over the past year, geopolitical risks have surfaced. Asked why he bought into Alibaba given those risks, Charlie Munger stated, &#34;I was willing to take a little political risk to get into the better companies at the lower prices.&#34; As for the recent run-up and steep decline, legendary investor Sir John Templeton had some advice:</p><blockquote>Bull markets are born on pessimism, grown on skepticism, mature on optimism, and die on euphoria.</blockquote><p>As pessimism looms, the bull market builds. We caution investors that now is not the time to trade BABA shares, but to own them. In the decade ahead, we estimate a market-crushing return of 17% per annum.</p><p><b>Know What You Own</b></p><p>Peter Lynch once advised, &#34;Know what you own, and know why you own it.&#34; Let&#39;s take a look at Alibaba&#39;s multifaceted business model.</p><p>Alibaba is an expansive ecosystem of products. The pieces of Alibaba interact with each other to accomplish the company&#39;s mission: To make it easy to do business anywhere.</p><p><b>Core Commerce</b></p><p>The company&#39;s core commerce segment accounts for approximately75% of revenue. Alibaba&#39;s most important assets are its online shopping platforms Taobao, Tmall, Lazada, andAlibaba.com. Within core commerce, Alibaba makes money from advertising, customer management, subscriptions, and direct sales.</p><p>The company owns a collection of fast-growing grocery chains such as Freshippo, Sunart, and Tmall Supermarket. Although grocery has been a drag on margins, it is still an integral part of Alibaba&#39;s business empire. The Freshippo (Hema) chain even offers 30-minute delivery using smart logistics.</p><p>Despite its much smaller market cap, Alibaba is a larger e-commerce player than Amazon (AMZN). In 2020, Alibaba accounted for 29% of the e-commerce goods transacted globally:</p><p><img src=\"https://static.tigerbbs.com/687477af832cf5d2d67ff108a6c3dda8\" tg-width=\"960\" tg-height=\"456\" referrerpolicy=\"no-referrer\"/></p><p>Global E-Commerce GMV Share(Forbes)</p><p>Alibaba&#39;s combined business reached1.31 billion consumers across the world over the past year. This number continues to grow despite its scale. In China alone, the company has nearly a billion monthly active consumers on its mobile shopping platforms:</p><p><img src=\"https://static.tigerbbs.com/0f01eaafba46a3ecaaf5306394e811d3\" tg-width=\"640\" tg-height=\"399\" referrerpolicy=\"no-referrer\"/></p><p>MAU&#39;s Across Alibaba&#39;s Shopping Platforms(Statista)</p><p><b>An Expansive Ecosystem</b></p><p>Alibaba spawns new businesses where it sees an economic need in society. The company&#39;s new businesses, whether acquired or built, always support each other within the Alibaba ecosystem. The ecosystem includes Cainiao smart logistics and a digital payments app, Alipay.</p><p>Alibaba started Alipay in 2004 to help build trust between consumers and merchants in online purchases (The company now owns 33% of the FinTech parent company, Ant Group). Fast-forward to today, and mobile payments are the preferred method of payment in China. Alipay has a 54.5% share of the market:</p><p><img src=\"https://static.tigerbbs.com/b353a8f92e6920c424fc6b7c26c19854\" tg-width=\"860\" tg-height=\"809\" referrerpolicy=\"no-referrer\"/></p><p>Alipay vs. WeChat Pay Market Share(EastWestBank)</p><p>Alibaba&#39;s reach is enormous in China. The company plays an integral part in the day-to-day lives of citizens, whether it be through payment, e-commerce, groceries, delivery (Ele.me), streaming (Youku), or navigation (Amap). The company is also the lifeblood of millions and millions of small businesses.</p><p>Alibaba&#39;s reach is a powerful network effect for its rapidly growing cloud segment. Alibaba Cloud is building out its network globally, and there is a very long runway for the business. Alibaba Cloud just became profitable over the past six months, and should contribute to the company&#39;s bottom line going forward. The company still has room to grow its cloud market share:</p><p><img src=\"https://static.tigerbbs.com/a56959ac1a5611da4ea9ddd4f24b64fe\" tg-width=\"1200\" tg-height=\"1200\" referrerpolicy=\"no-referrer\"/></p><p>Global Cloud Market Share(Statista)</p><p><b>S.W.O.T. Analysis</b></p><p>To analyze what Alibaba does well, along with the risks it faces as a business, we present a S.W.O.T. analysis for the company:</p><p><img src=\"https://static.tigerbbs.com/41a651cf204eb9f2ce9034c78114b4d3\" tg-width=\"407\" tg-height=\"400\" referrerpolicy=\"no-referrer\"/></p><p>Normalized Earnings</p><p>Alibaba&#39;s normalized earnings are around $22 billion, or $8.22 per share. The company experienced several one-off hits to its earnings over the past 12 months, including a $2.8 billion fine from the government, increased ad spend on Taobao deals, poor economic conditions in China, and huge goodwill impairments. To normalize earnings, we have taken the average net income over fiscal 2020 and 2021, divided by the current shares outstanding. Keep in mind that revenue and active users have grown substantially since 2020, indicating a conservative figure.</p><p><b>Valuation</b></p><p>We estimate Alibaba will grow normalized earnings at 13% annualized over the next decade, resulting in 2032 earnings per share of $27.90.</p><ul><li>Alibaba is still growing its user count. The company is in the early stages of its international expansion in e-commerce and cloud computing. These businesses have strong industry tailwinds, allowing Alibaba to grow organically. Alibaba also benefits from China&#39;s rapidly growing middle class. As a result, the average spend on Taobao and Tmall will increase if user retention remains strong. The same is true for Alibaba&#39;s delivery, streaming, grocery, and payments assets. On top of this, the company has $39 billion of working capital on its balance sheet to buy back shares, acquire businesses, and build new businesses.</li></ul><p>Our 2032 price target for Alibaba is $488 per share, implying a return of 17% per annum.</p><ul><li>We have applied a terminal multiple of 17.5 for a business that we believe has an enduring network effect, brand, and industry tailwind.</li></ul></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: A Bull Market Is Born</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: A Bull Market Is Born\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-17 23:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4518935-baba-stock-alibaba-a-bull-market-is-born><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryA deep dive into the e-commerce behemoth Alibaba (BABA) depicts a multi-engine growth machine, at a cyclical low.Our analysis of industry tailwinds and normalized earnings points to a huge ...</p>\n\n<a href=\"https://seekingalpha.com/article/4518935-baba-stock-alibaba-a-bull-market-is-born\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4518935-baba-stock-alibaba-a-bull-market-is-born","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105210003","content_text":"SummaryA deep dive into the e-commerce behemoth Alibaba (BABA) depicts a multi-engine growth machine, at a cyclical low.Our analysis of industry tailwinds and normalized earnings points to a huge opportunity for risk-tolerant investors.We estimate a market-crushing return of 17% per annum for Alibaba shareholders, indicating a 5x in the decade to come.Investment ThesisDark days have lingered for Alibaba Group Holding (NYSE:BABA), down 65% from its high. The past year has been a true test of investors' fortitude. Over the past year, geopolitical risks have surfaced. Asked why he bought into Alibaba given those risks, Charlie Munger stated, \"I was willing to take a little political risk to get into the better companies at the lower prices.\" As for the recent run-up and steep decline, legendary investor Sir John Templeton had some advice:Bull markets are born on pessimism, grown on skepticism, mature on optimism, and die on euphoria.As pessimism looms, the bull market builds. We caution investors that now is not the time to trade BABA shares, but to own them. In the decade ahead, we estimate a market-crushing return of 17% per annum.Know What You OwnPeter Lynch once advised, \"Know what you own, and know why you own it.\" Let's take a look at Alibaba's multifaceted business model.Alibaba is an expansive ecosystem of products. The pieces of Alibaba interact with each other to accomplish the company's mission: To make it easy to do business anywhere.Core CommerceThe company's core commerce segment accounts for approximately75% of revenue. Alibaba's most important assets are its online shopping platforms Taobao, Tmall, Lazada, andAlibaba.com. Within core commerce, Alibaba makes money from advertising, customer management, subscriptions, and direct sales.The company owns a collection of fast-growing grocery chains such as Freshippo, Sunart, and Tmall Supermarket. Although grocery has been a drag on margins, it is still an integral part of Alibaba's business empire. The Freshippo (Hema) chain even offers 30-minute delivery using smart logistics.Despite its much smaller market cap, Alibaba is a larger e-commerce player than Amazon (AMZN). In 2020, Alibaba accounted for 29% of the e-commerce goods transacted globally:Global E-Commerce GMV Share(Forbes)Alibaba's combined business reached1.31 billion consumers across the world over the past year. This number continues to grow despite its scale. In China alone, the company has nearly a billion monthly active consumers on its mobile shopping platforms:MAU's Across Alibaba's Shopping Platforms(Statista)An Expansive EcosystemAlibaba spawns new businesses where it sees an economic need in society. The company's new businesses, whether acquired or built, always support each other within the Alibaba ecosystem. The ecosystem includes Cainiao smart logistics and a digital payments app, Alipay.Alibaba started Alipay in 2004 to help build trust between consumers and merchants in online purchases (The company now owns 33% of the FinTech parent company, Ant Group). Fast-forward to today, and mobile payments are the preferred method of payment in China. Alipay has a 54.5% share of the market:Alipay vs. WeChat Pay Market Share(EastWestBank)Alibaba's reach is enormous in China. The company plays an integral part in the day-to-day lives of citizens, whether it be through payment, e-commerce, groceries, delivery (Ele.me), streaming (Youku), or navigation (Amap). The company is also the lifeblood of millions and millions of small businesses.Alibaba's reach is a powerful network effect for its rapidly growing cloud segment. Alibaba Cloud is building out its network globally, and there is a very long runway for the business. Alibaba Cloud just became profitable over the past six months, and should contribute to the company's bottom line going forward. The company still has room to grow its cloud market share:Global Cloud Market Share(Statista)S.W.O.T. AnalysisTo analyze what Alibaba does well, along with the risks it faces as a business, we present a S.W.O.T. analysis for the company:Normalized EarningsAlibaba's normalized earnings are around $22 billion, or $8.22 per share. The company experienced several one-off hits to its earnings over the past 12 months, including a $2.8 billion fine from the government, increased ad spend on Taobao deals, poor economic conditions in China, and huge goodwill impairments. To normalize earnings, we have taken the average net income over fiscal 2020 and 2021, divided by the current shares outstanding. Keep in mind that revenue and active users have grown substantially since 2020, indicating a conservative figure.ValuationWe estimate Alibaba will grow normalized earnings at 13% annualized over the next decade, resulting in 2032 earnings per share of $27.90.Alibaba is still growing its user count. The company is in the early stages of its international expansion in e-commerce and cloud computing. These businesses have strong industry tailwinds, allowing Alibaba to grow organically. Alibaba also benefits from China's rapidly growing middle class. As a result, the average spend on Taobao and Tmall will increase if user retention remains strong. The same is true for Alibaba's delivery, streaming, grocery, and payments assets. On top of this, the company has $39 billion of working capital on its balance sheet to buy back shares, acquire businesses, and build new businesses.Our 2032 price target for Alibaba is $488 per share, implying a return of 17% per annum.We have applied a terminal multiple of 17.5 for a business that we believe has an enduring network effect, brand, and industry tailwind.","news_type":1,"symbols_score_info":{"09988":0.9,"BABA":0.9}},"isVote":1,"tweetType":1,"viewCount":2644,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9054939310,"gmtCreate":1655337054430,"gmtModify":1676535615139,"author":{"id":"3579051055642962","authorId":"3579051055642962","name":"HKwis","avatar":"https://static.tigerbbs.com/90ff1a646df86e800cf9d9da06a6dd43","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3579051055642962","authorIdStr":"3579051055642962"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9054939310","repostId":"2243943099","repostType":4,"repost":{"id":"2243943099","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1655334665,"share":"https://ttm.financial/m/news/2243943099?lang=en_US&edition=fundamental","pubTime":"2022-06-16 07:11","market":"us","language":"en","title":"Spotify to Slow Hiring By 25% Amid Economic Uncertainty","url":"https://stock-news.laohu8.com/highlight/detail?id=2243943099","media":"Reuters","summary":"(Reuters) -Spotify Technology SA Chief Executive Officer Daniel Ek informed the staff via email on W","content":"<html><head></head><body><p>(Reuters) -Spotify Technology SA Chief Executive Officer Daniel Ek informed the staff via email on Wednesday that the audio streaming company would reduce its hiring by 25%, according to a source familiar with the contents of the email.</p><p>Ek said Spotify would continue hiring, though it would slow the pace &#34;and be a bit more prudent&#34; of over the next few quarters.</p><p>Shares hit a session high shortly after Reuters and other media reported the news and were last up 7.1%.</p><p>Spotify Chief Financial Officer Paul Vogel said the company was watching the uncertainty in the global economy during an investor conference earlier this month. Although it had yet to see a material impact on business, he said, “We are keeping a close eye on the situation and evaluating our headcount growth in the near term.”</p><p>Earlier this month, Spotify offered investors an upbeat assessment of its business, predicting that its investments in podcasting and audiobooks would fuel growth over the next decade.</p><p>It joins a number of companies that have slowed hiring or announced layoffs in response to rising inflation and fallout from the Ukraine crisis.</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>Spotify to Slow Hiring By 25% Amid Economic Uncertainty</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\">\nSpotify to Slow Hiring By 25% Amid Economic Uncertainty\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-06-16 07:11</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) -Spotify Technology SA Chief Executive Officer Daniel Ek informed the staff via email on Wednesday that the audio streaming company would reduce its hiring by 25%, according to a source familiar with the contents of the email.</p><p>Ek said Spotify would continue hiring, though it would slow the pace &#34;and be a bit more prudent&#34; of over the next few quarters.</p><p>Shares hit a session high shortly after Reuters and other media reported the news and were last up 7.1%.</p><p>Spotify Chief Financial Officer Paul Vogel said the company was watching the uncertainty in the global economy during an investor conference earlier this month. Although it had yet to see a material impact on business, he said, “We are keeping a close eye on the situation and evaluating our headcount growth in the near term.”</p><p>Earlier this month, Spotify offered investors an upbeat assessment of its business, predicting that its investments in podcasting and audiobooks would fuel growth over the next decade.</p><p>It joins a number of companies that have slowed hiring or announced layoffs in response to rising inflation and fallout from the Ukraine crisis.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPOT":"Spotify Technology S.A."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2243943099","content_text":"(Reuters) -Spotify Technology SA Chief Executive Officer Daniel Ek informed the staff via email on Wednesday that the audio streaming company would reduce its hiring by 25%, according to a source familiar with the contents of the email.Ek said Spotify would continue hiring, though it would slow the pace \"and be a bit more prudent\" of over the next few quarters.Shares hit a session high shortly after Reuters and other media reported the news and were last up 7.1%.Spotify Chief Financial Officer Paul Vogel said the company was watching the uncertainty in the global economy during an investor conference earlier this month. Although it had yet to see a material impact on business, he said, “We are keeping a close eye on the situation and evaluating our headcount growth in the near term.”Earlier this month, Spotify offered investors an upbeat assessment of its business, predicting that its investments in podcasting and audiobooks would fuel growth over the next decade.It joins a number of companies that have slowed hiring or announced layoffs in response to rising inflation and fallout from the Ukraine crisis.","news_type":1,"symbols_score_info":{"SPOT":1}},"isVote":1,"tweetType":1,"viewCount":2623,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9055074085,"gmtCreate":1655221545347,"gmtModify":1676535588256,"author":{"id":"3579051055642962","authorId":"3579051055642962","name":"HKwis","avatar":"https://static.tigerbbs.com/90ff1a646df86e800cf9d9da06a6dd43","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3579051055642962","authorIdStr":"3579051055642962"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9055074085","repostId":"2243494679","repostType":4,"repost":{"id":"2243494679","kind":"highlight","pubTimestamp":1655306454,"share":"https://ttm.financial/m/news/2243494679?lang=en_US&edition=fundamental","pubTime":"2022-06-15 23:20","market":"sg","language":"en","title":"NIO Could Fail In FQ2 2022 - But The Patient May Be Rewarded By H2 2022","url":"https://stock-news.laohu8.com/highlight/detail?id=2243494679","media":"Seekingalpha","summary":"Investment ThesisIt is evident that NIO Inc. (NYSE:NIO) will face a challenging YoY comparison from ","content":"<html><head></head><body><h2><b>Investment Thesis</b></h2><p>It is evident that NIO Inc. (NYSE:NIO) will face a challenging YoY comparison from FQ2&#39;22 onwards, given the massive impact of China&#39;s ongoing Zero Covid Policy in Shanghai. The company would need to go above and beyond the impossible to achieve its delivery guidance of at least 23K vehicles in FQ2&#39;22, given that Tesla (TSLA) had also struggled to reach pre-lockdown deliveries in May 2022. Given the complexity of auto supply chains, it is unlikely that NIO would be able to report an impressive YoY comparison in FQ2&#39;22, thus suggesting a stagnant stock valuation and prices moving forward, if not a retracement. As a result, we would advise interested investors to wait and observe a little longer before adding more NIO stock to their portfolios.</p><p>Risk-averse investors would be well advised of NIO&#39;s potential delisting from the NYSE stock market, though it is also apparent that a secondary listing in Singapore has been completed.</p><p>Nonetheless, despite the multiple uncertainties, we reiterate our stand since our previous analysis, that NIO remains a promising EV stock with an interesting battery swap concept. As <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the leading companies in China, the company stands to gain critical market share from Tesla in China, in the EU market, and potentially in the US market, upon its eventual entry in the future.</p><p>Therefore, NIO stock is highly suitable for speculative long-term investors, despite its current lack of profitability and the political uncertainty in China.</p><h2><b>NIO Reported Slowing Revenue Growth And Sustained Un-Profitability</b></h2><p><b>NIO Revenue and Gross Income</b></p><p></p><p><img src=\"https://static.tigerbbs.com/ca5626d65bcd14ea9e68ba8f4282a46d\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/></p><p>S&amp;P Capital IQ</p><p>NIO reported revenues of $1.56B in FQ1&#39;22, representing a YoY increase of 27.8%, though in line sequentially. The deceleration in revenue growth is partly attributed to supply chain production capacity for now, though we expect to see improvements by H2&#39;22. However, it is also apparent that there is increasing pressure on its gross margins, given that the company reports YoY lower gross margin of 14.6% in FQ1&#39;22 compared to 19.5% in FQ1&#39;21. With rising battery and chip costs, we expect NIO&#39;s gross margins to continue declining in FQ2&#39;22 before potentially recovering once the price hikes kick in by FQ3&#39;22.</p><p>In FQ1&#39;22, NIO also delivered 25.7K vehicles for the quarter, representing in line sequentially and an exemplary increase of 37.6% YoY. NIO CEO William Bin Li said:</p><blockquote>Despite the volatilities of the supply chain and the challenges in vehicle delivery resulting from the recent COVID-19 resurgence, we witnessed robust demand for our complementary products and achieved an all-time high order inflow in May 2022. (Seeking Alpha)</blockquote><p><b>NIO Net Income and Net Income Margin</b></p><p></p><p><img src=\"https://static.tigerbbs.com/704aba7cd5e743697335b2ee75e16612\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/></p><p>S&amp;P Capital IQ</p><p>NIO reported net incomes of -$287.8 and net income margins of -18.4% in FQ1&#39;22, thereby highlighting its lack of profitability since its incorporation in 2014. The company has also been increasing its operational costs exponentially with a total of $595.6M expenses by FQ1&#39;22, representing 38.1% of its revenues and an increase of 207.1% YoY. Nonetheless, given that NIO has kept its operating expenses relatively stable at an average of 33.6% in the past eight quarters, it is apparent that the management has been rather disciplined in cost control as well.</p><p><b>NIO R&amp;D and Selling General &amp; Admin Expenses</b></p><p></p><p><img src=\"https://static.tigerbbs.com/0b76193ccef6cf51d6ce1cb26b52b84e\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/></p><p>S&amp;P Capital IQ</p><p><b>NIO Long-Term Debt, Cash/ Equivalent, and Share Dilution</b></p><p></p><p><img src=\"https://static.tigerbbs.com/beb728a98a6a79d4c7cf83ca56b7a370\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/></p><p>S&amp;P Capital IQ</p><p>Due to its lack of profitability, it is evident that NIO will likely rely on a combination of long-term debt and share-based compensation (SBC) for its expanding operations. By FQ1&#39;22, the company had increased its reliance on debt by over 11-fold from $0.15B to $1.75B, while also diluting its shareholder by 55.5% since its IPO in September 2018. In FY2021 alone, NIO spent $158.5M in SBC, while drastically increasing the expenses to $74.6M by FQ1&#39;22, representing an increase of 390.2% YoY. Assuming a similar rate of SBC expenses, we may expect the company to report up to $300M for FY2022. That would be a concern for many early investors, given that the company is not expected to report net income profitability until FY2024.</p><h2>NIO Will Most Likely Fail To Deliver In FQ2&#39;22</h2><p><b>NIO Projected Revenue and Net Income</b></p><p></p><p><img src=\"https://static.tigerbbs.com/1e431100e75de1993cf165583a915cbb\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/></p><p>S&amp;P Capital IQ</p><p>Over the next three years, NIO is projected to grow its revenue at a CAGR of 55.36% while also achieving profitability by FY2024 with a net income of $0.34B. For FY2022, consensus estimates that the company will report revenues of $9.15B with net incomes of -$0.88B, representing impressive YoY growth of 61% and 50%, respectively.</p><p>Nonetheless, given the ongoing Zero Covid Policy in China, there is a likelihood of a downwards re-rating for NIO&#39;s FY2022 revenue, given Shanghai&#39;s continuous lockdowns. The company itself had guided FQ2&#39;22 revenues in the range of $1.47B to $1.59B against consensus estimates of $1.79B, representing up to a 5.7% decline QoQ though a 12.2% growth YoY. We are also not convinced of NIO&#39;s delivery guidance of at least 23K vehicles for FQ2&#39;22, given that the company had only delivered 5.074K and 7.042K vehicles in April and May 2022 respectively, thereby requiring an ambitious delivery of 10.884K vehicles in June 2022. Though rather unlikely, we shall anticipate its delivery update by early July 2022.</p><p>In contrast, we may expect improvement by H2&#39;22 once NIO successfully expands its production capacity while also entering the auto market in Germany, The Netherlands, Sweden, and Denmark. Nonetheless, it is also important to note that these require an easing of China&#39;s Covid policy while a stabling of the global supply chain issues. We shall continue to monitor the situation.</p><p>In the meantime, we encourage you to read our previous article on NIO, which would help you better understand its position and market opportunities.</p><ul><li>NIO: Down 55% With Supercharged Growth - Time To Buy Now</li></ul><h2><b>So, Is NIO Stock A Buy, Sell, or Hold?</b></h2><h2><b> </b></h2><p><b>NIO 3Y EV/Revenue and P/E Valuations</b></p><p></p><p><img src=\"https://static.tigerbbs.com/b2d07698f9480734680a03d86b698970\" tg-width=\"640\" tg-height=\"225\" referrerpolicy=\"no-referrer\"/></p><p>S&amp;P Capital IQ</p><p>NIO is currently trading at an EV/NTM Revenue of 2.58x and NTM P/E of -47.22x, lower than its 3Y mean of 7.12x and -83.60x, respectively. The stock is also trading at $18.14, down 67% from its 52 weeks high of $55.13, though at a 55.4% premium from its 52 weeks low of $11.67. It is apparent that the NIO stock has been on sideways price action since our last analysis in April 2022.</p><p><b>NIO 3Y Stock Price</b></p><p></p><p><img src=\"https://static.tigerbbs.com/ad1ad9132060d18429ffb22f39607a5a\" tg-width=\"640\" tg-height=\"217\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p>Given the macro issues and China&#39;s unrelenting Zero Covid Policy, we are of the opinion that pain will not be ending anytime soon. Therefore, NIO&#39;s delivery would likely continue to be impacted until then, further reducing any chances of stock recovery in the short term.</p><p>Though consensus estimates had rated NIO as an attractive buy with a price target of $38.33, we are of a more conservative opinion of a potential retracement by early July 2022, assuming that the company could not deliver on its FQ2&#39;23 vehicle target. As a result, we encourage investors to wait for a deeper retracement before adding to their portfolio.</p><p>Therefore, we <i>rate NIO stock as a Hold for now.</i></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 Could Fail In FQ2 2022 - But The Patient May Be Rewarded By H2 2022</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO Could Fail In FQ2 2022 - But The Patient May Be Rewarded By H2 2022\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-15 23:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4518234-nio-could-fail-q2-2022-but-patience-rewarded-h2-2022><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investment ThesisIt is evident that NIO Inc. (NYSE:NIO) will face a challenging YoY comparison from FQ2'22 onwards, given the massive impact of China's ongoing Zero Covid Policy in Shanghai. The ...</p>\n\n<a href=\"https://seekingalpha.com/article/4518234-nio-could-fail-q2-2022-but-patience-rewarded-h2-2022\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","09866":"蔚来-SW","NIO.SI":"蔚来"},"source_url":"https://seekingalpha.com/article/4518234-nio-could-fail-q2-2022-but-patience-rewarded-h2-2022","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2243494679","content_text":"Investment ThesisIt is evident that NIO Inc. (NYSE:NIO) will face a challenging YoY comparison from FQ2'22 onwards, given the massive impact of China's ongoing Zero Covid Policy in Shanghai. The company would need to go above and beyond the impossible to achieve its delivery guidance of at least 23K vehicles in FQ2'22, given that Tesla (TSLA) had also struggled to reach pre-lockdown deliveries in May 2022. Given the complexity of auto supply chains, it is unlikely that NIO would be able to report an impressive YoY comparison in FQ2'22, thus suggesting a stagnant stock valuation and prices moving forward, if not a retracement. As a result, we would advise interested investors to wait and observe a little longer before adding more NIO stock to their portfolios.Risk-averse investors would be well advised of NIO's potential delisting from the NYSE stock market, though it is also apparent that a secondary listing in Singapore has been completed.Nonetheless, despite the multiple uncertainties, we reiterate our stand since our previous analysis, that NIO remains a promising EV stock with an interesting battery swap concept. As one of the leading companies in China, the company stands to gain critical market share from Tesla in China, in the EU market, and potentially in the US market, upon its eventual entry in the future.Therefore, NIO stock is highly suitable for speculative long-term investors, despite its current lack of profitability and the political uncertainty in China.NIO Reported Slowing Revenue Growth And Sustained Un-ProfitabilityNIO Revenue and Gross IncomeS&P Capital IQNIO reported revenues of $1.56B in FQ1'22, representing a YoY increase of 27.8%, though in line sequentially. The deceleration in revenue growth is partly attributed to supply chain production capacity for now, though we expect to see improvements by H2'22. However, it is also apparent that there is increasing pressure on its gross margins, given that the company reports YoY lower gross margin of 14.6% in FQ1'22 compared to 19.5% in FQ1'21. With rising battery and chip costs, we expect NIO's gross margins to continue declining in FQ2'22 before potentially recovering once the price hikes kick in by FQ3'22.In FQ1'22, NIO also delivered 25.7K vehicles for the quarter, representing in line sequentially and an exemplary increase of 37.6% YoY. NIO CEO William Bin Li said:Despite the volatilities of the supply chain and the challenges in vehicle delivery resulting from the recent COVID-19 resurgence, we witnessed robust demand for our complementary products and achieved an all-time high order inflow in May 2022. (Seeking Alpha)NIO Net Income and Net Income MarginS&P Capital IQNIO reported net incomes of -$287.8 and net income margins of -18.4% in FQ1'22, thereby highlighting its lack of profitability since its incorporation in 2014. The company has also been increasing its operational costs exponentially with a total of $595.6M expenses by FQ1'22, representing 38.1% of its revenues and an increase of 207.1% YoY. Nonetheless, given that NIO has kept its operating expenses relatively stable at an average of 33.6% in the past eight quarters, it is apparent that the management has been rather disciplined in cost control as well.NIO R&D and Selling General & Admin ExpensesS&P Capital IQNIO Long-Term Debt, Cash/ Equivalent, and Share DilutionS&P Capital IQDue to its lack of profitability, it is evident that NIO will likely rely on a combination of long-term debt and share-based compensation (SBC) for its expanding operations. By FQ1'22, the company had increased its reliance on debt by over 11-fold from $0.15B to $1.75B, while also diluting its shareholder by 55.5% since its IPO in September 2018. In FY2021 alone, NIO spent $158.5M in SBC, while drastically increasing the expenses to $74.6M by FQ1'22, representing an increase of 390.2% YoY. Assuming a similar rate of SBC expenses, we may expect the company to report up to $300M for FY2022. That would be a concern for many early investors, given that the company is not expected to report net income profitability until FY2024.NIO Will Most Likely Fail To Deliver In FQ2'22NIO Projected Revenue and Net IncomeS&P Capital IQOver the next three years, NIO is projected to grow its revenue at a CAGR of 55.36% while also achieving profitability by FY2024 with a net income of $0.34B. For FY2022, consensus estimates that the company will report revenues of $9.15B with net incomes of -$0.88B, representing impressive YoY growth of 61% and 50%, respectively.Nonetheless, given the ongoing Zero Covid Policy in China, there is a likelihood of a downwards re-rating for NIO's FY2022 revenue, given Shanghai's continuous lockdowns. The company itself had guided FQ2'22 revenues in the range of $1.47B to $1.59B against consensus estimates of $1.79B, representing up to a 5.7% decline QoQ though a 12.2% growth YoY. We are also not convinced of NIO's delivery guidance of at least 23K vehicles for FQ2'22, given that the company had only delivered 5.074K and 7.042K vehicles in April and May 2022 respectively, thereby requiring an ambitious delivery of 10.884K vehicles in June 2022. Though rather unlikely, we shall anticipate its delivery update by early July 2022.In contrast, we may expect improvement by H2'22 once NIO successfully expands its production capacity while also entering the auto market in Germany, The Netherlands, Sweden, and Denmark. Nonetheless, it is also important to note that these require an easing of China's Covid policy while a stabling of the global supply chain issues. We shall continue to monitor the situation.In the meantime, we encourage you to read our previous article on NIO, which would help you better understand its position and market opportunities.NIO: Down 55% With Supercharged Growth - Time To Buy NowSo, Is NIO Stock A Buy, Sell, or Hold? NIO 3Y EV/Revenue and P/E ValuationsS&P Capital IQNIO is currently trading at an EV/NTM Revenue of 2.58x and NTM P/E of -47.22x, lower than its 3Y mean of 7.12x and -83.60x, respectively. The stock is also trading at $18.14, down 67% from its 52 weeks high of $55.13, though at a 55.4% premium from its 52 weeks low of $11.67. It is apparent that the NIO stock has been on sideways price action since our last analysis in April 2022.NIO 3Y Stock PriceSeeking AlphaGiven the macro issues and China's unrelenting Zero Covid Policy, we are of the opinion that pain will not be ending anytime soon. Therefore, NIO's delivery would likely continue to be impacted until then, further reducing any chances of stock recovery in the short term.Though consensus estimates had rated NIO as an attractive buy with a price target of $38.33, we are of a more conservative opinion of a potential retracement by early July 2022, assuming that the company could not deliver on its FQ2'23 vehicle target. As a result, we encourage investors to wait for a deeper retracement before adding to their portfolio.Therefore, we rate NIO stock as a Hold for now.","news_type":1,"symbols_score_info":{"NIO.SI":0.6,"09866":0.6,"NIO":1}},"isVote":1,"tweetType":1,"viewCount":1401,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9056536068,"gmtCreate":1655042914654,"gmtModify":1676535551813,"author":{"id":"3579051055642962","authorId":"3579051055642962","name":"HKwis","avatar":"https://static.tigerbbs.com/90ff1a646df86e800cf9d9da06a6dd43","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3579051055642962","authorIdStr":"3579051055642962"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9056536068","repostId":"1105643239","repostType":4,"repost":{"id":"1105643239","kind":"news","pubTimestamp":1654997027,"share":"https://ttm.financial/m/news/1105643239?lang=en_US&edition=fundamental","pubTime":"2022-06-12 09:23","market":"us","language":"en","title":"Nvidia Stock: Secular Growth Provides Hope","url":"https://stock-news.laohu8.com/highlight/detail?id=1105643239","media":"Seeking Alpha","summary":"SummaryNvidia's GPU stronghold provides it with secular growth attributes.CPU market penetration cou","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Nvidia&#39;s GPU stronghold provides it with secular growth attributes.</li><li>CPU market penetration could tap into the data center space, with time-series AI providing a value-add.</li><li>Supply Chains are still a mess, but a few critical aspects are shifting. In addition, Nvidia has market dominance, providing it with bargaining power.</li><li>The stock&#39;s recent downturn has led to it being undervalued on a relative basis.</li><li>A quantitative risk analysis implies that it&#39;s an extremely risky bet. However, the recent sell-off is likely overdone.</li></ul><p>I&#39;m sure the majority of semiconductor investors are relatively discouraged after most related stocks have experienced significant drawdowns since the turn of the year. However, after analyzing the industry and Nvidia&#39;s (NASDAQ:NVDA) role, we&#39;ve concluded that there&#39;s been an overreaction by market participants and that Nvidia, the most prominent GPU producer, is part of a secular growth pattern that&#39;s currently underpriced by the market.</p><p><img src=\"https://static.tigerbbs.com/b28f1f4a49946a511a88e8e623ca19bb\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/>Data byYCharts</p><p><b>Market &amp; Product Analysis</b></p><p>Nvidia&#39;s exposure is still concentrated on gaming and professional visualization, with the two markets combined making up nearly 90% of the firm&#39;s revenue mix. Nvidia&#39;s gaming unit is currently being driven by robust growth in desktop GPUs, with high-end demand for its GeForce RTX 30-Series products continuing.</p><p>Due to the growing demand for enterprise AI, I see much scope emerging for Nvidia&#39;s data centre operations. Existing GPUs provide image recognition abilities. However, the company&#39;s newly launched Grace CPU chip provides time-series attributes that could end up being a big breadwinner for the firm.</p><p><img src=\"https://static.tigerbbs.com/d3d3466d7c19047f6def94742f88a44b\" tg-width=\"640\" tg-height=\"136\" referrerpolicy=\"no-referrer\"/></p><p><b>BusinessQuant</b></p><p>As mentioned, Nvidia&#39;s primary focus is on GPUs, where it owns approximately 78% of the market, which provides it with significant pricing power. The firm&#39;s pricing power is conveyed by its ROIC (Return on Invested Capital) ratio of57.48%(explanation here) and its gross margin of65.26%. Gross margins are a valuable indicator of economies of scale. Nvidia&#39;s economies of scale status allows it to take advantage of matters such as bargaining power over its suppliers and pricing power over its customers.</p><p>As Nvidia expands into the CPU market and as competitors enter the hotly contested semiconductor industry, we&#39;ll likely see a slight dilution of its GPU market share. Nonetheless, the firm&#39;s massive exposure to a market (GPUs) with a projected 2020-2025 CAGR (Constant Annual Growth Rate) of32.7%means that Nvidia is a secular growth stock, and transitory economic downturns don&#39;t provide much of a headwind.</p><p><img src=\"https://static.tigerbbs.com/446f2b9c26609e31583fa6f60d678b1b\" tg-width=\"640\" tg-height=\"240\" referrerpolicy=\"no-referrer\"/></p><p>WCCF TECH</p><p><b>AI Could Really Spark Nvidia&#39;s Growth Trajectory</b></p><p>I mentioned before that Nvidia could tap into the AI market. I&#39;d like to expand on this, as many aren&#39;t quite familiar with the growth areas in the market.</p><p>Nvidia recently launched a library called cuDNN. The library is a database for artificial neural network (ANN) related concepts. ANNs are state-of-the-art AI networks that mimic the human brain to replicate time-series and image recognition patterns.</p><p>Time-series patterns can be applied to various enterprise solutions and automotive applications. In contrast, image recognition can be applied to artificial art, fashion, and advertising.</p><p>In essence, Nvidia has the scope to pivot with its existing technology into a neural network market that&#39;s growing at21.5%per year.</p><p><b>Supply-Chain Aspects</b></p><p>Let&#39;s start by looking at the main congestion points in the supply chain. First of all, we need to look at Polysilicon production, which has increased by7.24%since April in China. This is a tremendous positive for the semiconductor domain and related industries. A broader look at production conveys that China&#39;s PMI is gathering steam again, providing optimism to supply chain prospects.</p><p><img src=\"https://static.tigerbbs.com/330777c9878f9c29ae8d3949b09abf8f\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p>Furthermore, Nvidia itself is stocked with inventory, as it&#39;s experienced a year-over-year increase in finished goods and raw materials. Processed goods are an issue. However, with the PMI in China picking up, processed goods will likely come good soon.</p><p><img src=\"https://static.tigerbbs.com/359bb9dfe4f57983afe011cf2fc9ebbb\" tg-width=\"635\" tg-height=\"509\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p>Although I&#39;m generally bullish about Nvidia&#39;s supply-chain issues, I&#39;m concerned about the Russia-Ukraine war. Russia, Belarus, and Ukraine are massive exporters of ferrous metals. If we&#39;re in an ex-Black Sea trade globe, we&#39;ll likely see input costs continue to rise in the semiconductor space, as primary sector procurement restructuring will take considerable time. Lastly, China&#39;s Covid-19 lockdown policies are uncertain and inconsistent. Thus, supply-chain consolidation could be at risk.</p><p><b>Relative Valuation</b></p><p>It&#39;s clear that Nvidia&#39;s potential to expand is there. Yet, from a stock investing vantage point, we must discover whether the possibilities have been priced in or not. Before its more than 40% year-to-date downturn, I&#39;d say we&#39;d be having a different conversation right now. However, relative valuation metrics imply that Nvidia stock is undervalued at its current price.</p><p><img src=\"https://static.tigerbbs.com/a2d187f038705a13f7c3b4e676e8c07f\" tg-width=\"628\" tg-height=\"153\" referrerpolicy=\"no-referrer\"/>Source: Seeking Alpha</p><p>Nvidia&#39;s price-earnings is at a 21.77% normalized discount, which means that it&#39;s trading lower than its 5-year cyclical average. In addition, the stock&#39;s PE is accommodated by a PEG, which is below its 1.00x valuation threshold. A PEG ratio of below1.00xconveys that the firm&#39;s earnings-per-share growth is outpacing its P/E growth. Thus, considering both metrics cohesively, we can conclude that Nvidia stock is undervalued on an earnings-per-share basis.</p><p>Furthermore, the stock&#39;s EV/EBITDA suggests that the market undervalues Nvidia&#39;s operating earnings before depreciation and amortization, as the metric is at a22.50%discount to its 5-year average.</p><p><b>Quantitative Risk Analysis</b></p><p>Quantitative risk measures contextualize the risk/reward we&#39;re getting whenever we invest in a stock. Additionally, it helps us stay away from the panic button as we&#39;re aware of what kind of stock price deviations to expect.</p><p>Nvidia&#39;s stock doesn&#39;t provide an ideal Sharpe Ratio (below 1.00x), which can be explained by its Value at Risk. The VaR indicates that Nvidia&#39;s stock could lose 23.07% of its value in a month, 5% of the times.</p><p>These deviations are quite substantial. However, consider that Nvidia&#39;s already lost nearly half of its value since the turn of the year and that these statistical downward deviations usually occur whenever the stock&#39;s topped out.</p><p><img src=\"https://static.tigerbbs.com/553c22a2c1b3c6c9c3a7fbaafb8183ba\" tg-width=\"640\" tg-height=\"454\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>YCharts on Seeking Alpha</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>Nvidia Stock: Secular Growth Provides Hope</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\">\nNvidia Stock: Secular Growth Provides Hope\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-12 09:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4517873-nvidia-stock-secular-growth-provides-hope><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryNvidia's GPU stronghold provides it with secular growth attributes.CPU market penetration could tap into the data center space, with time-series AI providing a value-add.Supply Chains are still...</p>\n\n<a href=\"https://seekingalpha.com/article/4517873-nvidia-stock-secular-growth-provides-hope\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://seekingalpha.com/article/4517873-nvidia-stock-secular-growth-provides-hope","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105643239","content_text":"SummaryNvidia's GPU stronghold provides it with secular growth attributes.CPU market penetration could tap into the data center space, with time-series AI providing a value-add.Supply Chains are still a mess, but a few critical aspects are shifting. In addition, Nvidia has market dominance, providing it with bargaining power.The stock's recent downturn has led to it being undervalued on a relative basis.A quantitative risk analysis implies that it's an extremely risky bet. However, the recent sell-off is likely overdone.I'm sure the majority of semiconductor investors are relatively discouraged after most related stocks have experienced significant drawdowns since the turn of the year. However, after analyzing the industry and Nvidia's (NASDAQ:NVDA) role, we've concluded that there's been an overreaction by market participants and that Nvidia, the most prominent GPU producer, is part of a secular growth pattern that's currently underpriced by the market.Data byYChartsMarket & Product AnalysisNvidia's exposure is still concentrated on gaming and professional visualization, with the two markets combined making up nearly 90% of the firm's revenue mix. Nvidia's gaming unit is currently being driven by robust growth in desktop GPUs, with high-end demand for its GeForce RTX 30-Series products continuing.Due to the growing demand for enterprise AI, I see much scope emerging for Nvidia's data centre operations. Existing GPUs provide image recognition abilities. However, the company's newly launched Grace CPU chip provides time-series attributes that could end up being a big breadwinner for the firm.BusinessQuantAs mentioned, Nvidia's primary focus is on GPUs, where it owns approximately 78% of the market, which provides it with significant pricing power. The firm's pricing power is conveyed by its ROIC (Return on Invested Capital) ratio of57.48%(explanation here) and its gross margin of65.26%. Gross margins are a valuable indicator of economies of scale. Nvidia's economies of scale status allows it to take advantage of matters such as bargaining power over its suppliers and pricing power over its customers.As Nvidia expands into the CPU market and as competitors enter the hotly contested semiconductor industry, we'll likely see a slight dilution of its GPU market share. Nonetheless, the firm's massive exposure to a market (GPUs) with a projected 2020-2025 CAGR (Constant Annual Growth Rate) of32.7%means that Nvidia is a secular growth stock, and transitory economic downturns don't provide much of a headwind.WCCF TECHAI Could Really Spark Nvidia's Growth TrajectoryI mentioned before that Nvidia could tap into the AI market. I'd like to expand on this, as many aren't quite familiar with the growth areas in the market.Nvidia recently launched a library called cuDNN. The library is a database for artificial neural network (ANN) related concepts. ANNs are state-of-the-art AI networks that mimic the human brain to replicate time-series and image recognition patterns.Time-series patterns can be applied to various enterprise solutions and automotive applications. In contrast, image recognition can be applied to artificial art, fashion, and advertising.In essence, Nvidia has the scope to pivot with its existing technology into a neural network market that's growing at21.5%per year.Supply-Chain AspectsLet's start by looking at the main congestion points in the supply chain. First of all, we need to look at Polysilicon production, which has increased by7.24%since April in China. This is a tremendous positive for the semiconductor domain and related industries. A broader look at production conveys that China's PMI is gathering steam again, providing optimism to supply chain prospects.Data by YChartsFurthermore, Nvidia itself is stocked with inventory, as it's experienced a year-over-year increase in finished goods and raw materials. Processed goods are an issue. However, with the PMI in China picking up, processed goods will likely come good soon.Data by YChartsAlthough I'm generally bullish about Nvidia's supply-chain issues, I'm concerned about the Russia-Ukraine war. Russia, Belarus, and Ukraine are massive exporters of ferrous metals. If we're in an ex-Black Sea trade globe, we'll likely see input costs continue to rise in the semiconductor space, as primary sector procurement restructuring will take considerable time. Lastly, China's Covid-19 lockdown policies are uncertain and inconsistent. Thus, supply-chain consolidation could be at risk.Relative ValuationIt's clear that Nvidia's potential to expand is there. Yet, from a stock investing vantage point, we must discover whether the possibilities have been priced in or not. Before its more than 40% year-to-date downturn, I'd say we'd be having a different conversation right now. However, relative valuation metrics imply that Nvidia stock is undervalued at its current price.Source: Seeking AlphaNvidia's price-earnings is at a 21.77% normalized discount, which means that it's trading lower than its 5-year cyclical average. In addition, the stock's PE is accommodated by a PEG, which is below its 1.00x valuation threshold. A PEG ratio of below1.00xconveys that the firm's earnings-per-share growth is outpacing its P/E growth. Thus, considering both metrics cohesively, we can conclude that Nvidia stock is undervalued on an earnings-per-share basis.Furthermore, the stock's EV/EBITDA suggests that the market undervalues Nvidia's operating earnings before depreciation and amortization, as the metric is at a22.50%discount to its 5-year average.Quantitative Risk AnalysisQuantitative risk measures contextualize the risk/reward we're getting whenever we invest in a stock. Additionally, it helps us stay away from the panic button as we're aware of what kind of stock price deviations to expect.Nvidia's stock doesn't provide an ideal Sharpe Ratio (below 1.00x), which can be explained by its Value at Risk. The VaR indicates that Nvidia's stock could lose 23.07% of its value in a month, 5% of the times.These deviations are quite substantial. However, consider that Nvidia's already lost nearly half of its value since the turn of the year and that these statistical downward deviations usually occur whenever the stock's topped out.YCharts on Seeking Alpha","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":1236,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9029163109,"gmtCreate":1652747065001,"gmtModify":1676535152800,"author":{"id":"3579051055642962","authorId":"3579051055642962","name":"HKwis","avatar":"https://static.tigerbbs.com/90ff1a646df86e800cf9d9da06a6dd43","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3579051055642962","authorIdStr":"3579051055642962"},"themes":[],"htmlText":"Warm-up&nbsp;","listText":"Warm-up&nbsp;","text":"Warm-up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9029163109","repostId":"1185672001","repostType":2,"isVote":1,"tweetType":1,"viewCount":1043,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9060416221,"gmtCreate":1651188338945,"gmtModify":1676534865098,"author":{"id":"3579051055642962","authorId":"3579051055642962","name":"HKwis","avatar":"https://static.tigerbbs.com/90ff1a646df86e800cf9d9da06a6dd43","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3579051055642962","authorIdStr":"3579051055642962"},"themes":[],"htmlText":"yes","listText":"yes","text":"yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9060416221","repostId":"1192830525","repostType":4,"repost":{"id":"1192830525","kind":"news","pubTimestamp":1651159867,"share":"https://ttm.financial/m/news/1192830525?lang=en_US&edition=fundamental","pubTime":"2022-04-28 23:31","market":"us","language":"en","title":"Down 75%, Here's Why Netflix Could Become an Unstoppable Dividend Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=1192830525","media":"Motley Fool","summary":"Netflix could potentially better serve investors as a dividend stock with a moderate growth rate.","content":"<div>\n<p>Netflix is often viewed as a growth stock. And like many growth-oriented companies, it has never paid a dividend or considered paying a dividend.But the reality is that the company isn't growing as ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/28/down-75-heres-why-netflix-could-become-an-unstoppa/\">Source Link</a>\n\n</div>\n","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Down 75%, Here's Why Netflix Could Become an Unstoppable Dividend Stock</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDown 75%, Here's Why Netflix Could Become an Unstoppable Dividend Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-28 23:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/04/28/down-75-heres-why-netflix-could-become-an-unstoppa/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Netflix is often viewed as a growth stock. And like many growth-oriented companies, it has never paid a dividend or considered paying a dividend.But the reality is that the company isn't growing as ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/28/down-75-heres-why-netflix-could-become-an-unstoppa/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞"},"source_url":"https://www.fool.com/investing/2022/04/28/down-75-heres-why-netflix-could-become-an-unstoppa/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192830525","content_text":"Netflix is often viewed as a growth stock. And like many growth-oriented companies, it has never paid a dividend or considered paying a dividend.But the reality is that the company isn't growing as quickly as it did. And there's reason to believe it may never get back to the good ol' days of growing revenue by over 200% in five years -- as it did from 2016 through 2021.Here's why Netflix should consider implementing a dividend and why that move could be great for investors.IMAGE SOURCE: GETTY IMAGES.Pricing pressureNetflix deserves credit for revolutionizing home entertainment -- first through on-demand DVDs delivered to your door and then through streaming. Unfortunately for Netflix, other companies have come to realize how attractive a subscription-based streaming model is. And that has made the streaming service industry more crowded than ever.In the past, Netflix generated recurring revenue streams from existing subscribers and fueled its growth by obtaining new subscribers and raising prices. According to data byThe Verge, Netflix's January 2022 price bump represents a 40% increase compared to October 2017 for its premium price point and its standard option. Premium is now $19.99 per month and standard is $15.49. Meanwhile, the basic plan is $9.99 per month, representing a 25% increase.All this is to say that Netflix had already raised prices by a considerable amountbeforeinflation started accelerating, which leaves less room to raise prices later this year or even next year.The big question looming over Netflix is whether it can get back to a 20% or preferably 30%-plus annual revenue growth rate. Given the fact that Netflix lost subscribers in Q1 after raising prices in January, it does appear that there is a limit to how much Netflix can pressure customers before some of them decide the service is just too expensive.In many ways, Netflix stock deserved to get torched. Not only has the streaming industry become saturated, but demand for consumers' attention is also high. Netflix isn't just competing with other streaming services -- it's competing with any company whose products and services are used by consumers for entertainment. That includes YouTube (part of Alphabet), video games, sports, and even social media.Netflix retains and gains subscribers by producing new content that they enjoy. In this vein, it doesn't matter if consumers are watching a rival streaming service or are simply using Meta Platforms' Instagram instead of watching Netflix.The calculation can all be boiled down to one simple point -- are subscribers watching Netflix more or less? If they are watching Netflix less, for whatever reason, that is bad for the company. The risk going forward is that folks will have more home entertainment options outside of Netflix, which will pressure its ability to gain and retain subscribers and raise prices.The way outGiven the state of the streaming industry and where it is going from here, it seems that Netflix's domination days are over. Instead of clinging on to what was, I think it's time for Netflix to move on toward its next chapter as a company -- the chapter of moderate growth and strong profitability.For starters, Netflix could try to reel in its content spending and only produce its best ideas instead of doing what it does now, which is more or less throwing a bunch of shows and movies at the wall and hoping a few of them stick.Secondly, Netflix could begin to pay a dividend. The company is guiding for $15.9 billion in first-half 2022 revenue and $3.7 billion in operating income. That means it plans to spend $12.2 billion in the first half of this year alone. In 2021, Netflix booked $6.2 billion in operating income off $29.7 billion in revenue, meaning it spent $23.5 billion.Netflix can easily afford to pay at least $3 billion a year in dividends by cutting its content budget by 15% and only producing its best ideas. That would give Netflix over a 3% dividend yield. As Netflix returns to consistent, positive free cash flow, it can also consider repurchasing some of its stock at discounted levels.The point here is that there are plenty of ways in which Netflix can reward its shareholders instead of the entire investment thesis hinging on its growth. There are many mature companies with low growth rates that pay dividends. And given that Netflix stock is now at its least expensive valuation in nine years -- with a price-to-sales ratio of just 2.8 and a price-to-earnings ratio of just 17.2 -- it makes sense that the company could consider a dividend and buying back some of its stock.Where to go from here?Netflix is part of a long list of growth stocks that were once market darlings and have now seen their share prices cut by 70% or more. In bear markets,fundamentals are put to the test, and valuations compress. Netflix stock is now much more attractive at its lower price. The company has its issues, but it remains one of the most powerful media companies in the world.If Netflix continues to ramp up spending in a desperate effort to grow its subscribers, it would be a red flag that the company does not understand it is time to shift to a new strategy. If, on the other hand, Netflix reels in spending and considers other options, like an acquisition target such as Spotify or repurchasing stock and paying a dividend, it would bolster the long-term investment thesis for the company.","news_type":1,"symbols_score_info":{"NFLX":0.9}},"isVote":1,"tweetType":1,"viewCount":1319,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9088805844,"gmtCreate":1650328288339,"gmtModify":1676534696939,"author":{"id":"3579051055642962","authorId":"3579051055642962","name":"HKwis","avatar":"https://static.tigerbbs.com/90ff1a646df86e800cf9d9da06a6dd43","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3579051055642962","authorIdStr":"3579051055642962"},"themes":[],"htmlText":"Ok&nbsp;","listText":"Ok&nbsp;","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9088805844","repostId":"2228395776","repostType":4,"isVote":1,"tweetType":1,"viewCount":1454,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":295934437429456,"gmtCreate":1713279574548,"gmtModify":1713279578367,"author":{"id":"3579051055642962","authorId":"3579051055642962","name":"HKwis","avatar":"https://static.tigerbbs.com/90ff1a646df86e800cf9d9da06a6dd43","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3579051055642962","idStr":"3579051055642962"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$Tesla Motors(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/295934437429456","isVote":1,"tweetType":1,"viewCount":2870,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9999922729,"gmtCreate":1660452274164,"gmtModify":1676533474068,"author":{"id":"3579051055642962","authorId":"3579051055642962","name":"HKwis","avatar":"https://static.tigerbbs.com/90ff1a646df86e800cf9d9da06a6dd43","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3579051055642962","idStr":"3579051055642962"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9999922729","repostId":"1110057750","repostType":4,"isVote":1,"tweetType":1,"viewCount":3604,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9057350582,"gmtCreate":1655469820146,"gmtModify":1676535645947,"author":{"id":"3579051055642962","authorId":"3579051055642962","name":"HKwis","avatar":"https://static.tigerbbs.com/90ff1a646df86e800cf9d9da06a6dd43","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3579051055642962","idStr":"3579051055642962"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9057350582","repostId":"1105210003","repostType":4,"repost":{"id":"1105210003","kind":"news","pubTimestamp":1655478634,"share":"https://ttm.financial/m/news/1105210003?lang=en_US&edition=fundamental","pubTime":"2022-06-17 23:10","market":"us","language":"en","title":"Alibaba: A Bull Market Is Born","url":"https://stock-news.laohu8.com/highlight/detail?id=1105210003","media":"Seeking Alpha","summary":"SummaryA deep dive into the e-commerce behemoth Alibaba (BABA) depicts a multi-engine growth machine","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>A deep dive into the e-commerce behemoth Alibaba (BABA) depicts a multi-engine growth machine, at a cyclical low.</li><li>Our analysis of industry tailwinds and normalized earnings points to a huge opportunity for risk-tolerant investors.</li><li>We estimate a market-crushing return of 17% per annum for Alibaba shareholders, indicating a 5x in the decade to come.</li></ul><p><b>Investment Thesis</b></p><p>Dark days have lingered for Alibaba Group Holding (NYSE:BABA), down 65% from its high. The past year has been a true test of investors&#39; fortitude. Over the past year, geopolitical risks have surfaced. Asked why he bought into Alibaba given those risks, Charlie Munger stated, &#34;I was willing to take a little political risk to get into the better companies at the lower prices.&#34; As for the recent run-up and steep decline, legendary investor Sir John Templeton had some advice:</p><blockquote>Bull markets are born on pessimism, grown on skepticism, mature on optimism, and die on euphoria.</blockquote><p>As pessimism looms, the bull market builds. We caution investors that now is not the time to trade BABA shares, but to own them. In the decade ahead, we estimate a market-crushing return of 17% per annum.</p><p><b>Know What You Own</b></p><p>Peter Lynch once advised, &#34;Know what you own, and know why you own it.&#34; Let&#39;s take a look at Alibaba&#39;s multifaceted business model.</p><p>Alibaba is an expansive ecosystem of products. The pieces of Alibaba interact with each other to accomplish the company&#39;s mission: To make it easy to do business anywhere.</p><p><b>Core Commerce</b></p><p>The company&#39;s core commerce segment accounts for approximately75% of revenue. Alibaba&#39;s most important assets are its online shopping platforms Taobao, Tmall, Lazada, andAlibaba.com. Within core commerce, Alibaba makes money from advertising, customer management, subscriptions, and direct sales.</p><p>The company owns a collection of fast-growing grocery chains such as Freshippo, Sunart, and Tmall Supermarket. Although grocery has been a drag on margins, it is still an integral part of Alibaba&#39;s business empire. The Freshippo (Hema) chain even offers 30-minute delivery using smart logistics.</p><p>Despite its much smaller market cap, Alibaba is a larger e-commerce player than Amazon (AMZN). In 2020, Alibaba accounted for 29% of the e-commerce goods transacted globally:</p><p><img src=\"https://static.tigerbbs.com/687477af832cf5d2d67ff108a6c3dda8\" tg-width=\"960\" tg-height=\"456\" referrerpolicy=\"no-referrer\"/></p><p>Global E-Commerce GMV Share(Forbes)</p><p>Alibaba&#39;s combined business reached1.31 billion consumers across the world over the past year. This number continues to grow despite its scale. In China alone, the company has nearly a billion monthly active consumers on its mobile shopping platforms:</p><p><img src=\"https://static.tigerbbs.com/0f01eaafba46a3ecaaf5306394e811d3\" tg-width=\"640\" tg-height=\"399\" referrerpolicy=\"no-referrer\"/></p><p>MAU&#39;s Across Alibaba&#39;s Shopping Platforms(Statista)</p><p><b>An Expansive Ecosystem</b></p><p>Alibaba spawns new businesses where it sees an economic need in society. The company&#39;s new businesses, whether acquired or built, always support each other within the Alibaba ecosystem. The ecosystem includes Cainiao smart logistics and a digital payments app, Alipay.</p><p>Alibaba started Alipay in 2004 to help build trust between consumers and merchants in online purchases (The company now owns 33% of the FinTech parent company, Ant Group). Fast-forward to today, and mobile payments are the preferred method of payment in China. Alipay has a 54.5% share of the market:</p><p><img src=\"https://static.tigerbbs.com/b353a8f92e6920c424fc6b7c26c19854\" tg-width=\"860\" tg-height=\"809\" referrerpolicy=\"no-referrer\"/></p><p>Alipay vs. WeChat Pay Market Share(EastWestBank)</p><p>Alibaba&#39;s reach is enormous in China. The company plays an integral part in the day-to-day lives of citizens, whether it be through payment, e-commerce, groceries, delivery (Ele.me), streaming (Youku), or navigation (Amap). The company is also the lifeblood of millions and millions of small businesses.</p><p>Alibaba&#39;s reach is a powerful network effect for its rapidly growing cloud segment. Alibaba Cloud is building out its network globally, and there is a very long runway for the business. Alibaba Cloud just became profitable over the past six months, and should contribute to the company&#39;s bottom line going forward. The company still has room to grow its cloud market share:</p><p><img src=\"https://static.tigerbbs.com/a56959ac1a5611da4ea9ddd4f24b64fe\" tg-width=\"1200\" tg-height=\"1200\" referrerpolicy=\"no-referrer\"/></p><p>Global Cloud Market Share(Statista)</p><p><b>S.W.O.T. Analysis</b></p><p>To analyze what Alibaba does well, along with the risks it faces as a business, we present a S.W.O.T. analysis for the company:</p><p><img src=\"https://static.tigerbbs.com/41a651cf204eb9f2ce9034c78114b4d3\" tg-width=\"407\" tg-height=\"400\" referrerpolicy=\"no-referrer\"/></p><p>Normalized Earnings</p><p>Alibaba&#39;s normalized earnings are around $22 billion, or $8.22 per share. The company experienced several one-off hits to its earnings over the past 12 months, including a $2.8 billion fine from the government, increased ad spend on Taobao deals, poor economic conditions in China, and huge goodwill impairments. To normalize earnings, we have taken the average net income over fiscal 2020 and 2021, divided by the current shares outstanding. Keep in mind that revenue and active users have grown substantially since 2020, indicating a conservative figure.</p><p><b>Valuation</b></p><p>We estimate Alibaba will grow normalized earnings at 13% annualized over the next decade, resulting in 2032 earnings per share of $27.90.</p><ul><li>Alibaba is still growing its user count. The company is in the early stages of its international expansion in e-commerce and cloud computing. These businesses have strong industry tailwinds, allowing Alibaba to grow organically. Alibaba also benefits from China&#39;s rapidly growing middle class. As a result, the average spend on Taobao and Tmall will increase if user retention remains strong. The same is true for Alibaba&#39;s delivery, streaming, grocery, and payments assets. On top of this, the company has $39 billion of working capital on its balance sheet to buy back shares, acquire businesses, and build new businesses.</li></ul><p>Our 2032 price target for Alibaba is $488 per share, implying a return of 17% per annum.</p><ul><li>We have applied a terminal multiple of 17.5 for a business that we believe has an enduring network effect, brand, and industry tailwind.</li></ul></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: A Bull Market Is Born</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: A Bull Market Is Born\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-17 23:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4518935-baba-stock-alibaba-a-bull-market-is-born><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryA deep dive into the e-commerce behemoth Alibaba (BABA) depicts a multi-engine growth machine, at a cyclical low.Our analysis of industry tailwinds and normalized earnings points to a huge ...</p>\n\n<a href=\"https://seekingalpha.com/article/4518935-baba-stock-alibaba-a-bull-market-is-born\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4518935-baba-stock-alibaba-a-bull-market-is-born","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105210003","content_text":"SummaryA deep dive into the e-commerce behemoth Alibaba (BABA) depicts a multi-engine growth machine, at a cyclical low.Our analysis of industry tailwinds and normalized earnings points to a huge opportunity for risk-tolerant investors.We estimate a market-crushing return of 17% per annum for Alibaba shareholders, indicating a 5x in the decade to come.Investment ThesisDark days have lingered for Alibaba Group Holding (NYSE:BABA), down 65% from its high. The past year has been a true test of investors' fortitude. Over the past year, geopolitical risks have surfaced. Asked why he bought into Alibaba given those risks, Charlie Munger stated, \"I was willing to take a little political risk to get into the better companies at the lower prices.\" As for the recent run-up and steep decline, legendary investor Sir John Templeton had some advice:Bull markets are born on pessimism, grown on skepticism, mature on optimism, and die on euphoria.As pessimism looms, the bull market builds. We caution investors that now is not the time to trade BABA shares, but to own them. In the decade ahead, we estimate a market-crushing return of 17% per annum.Know What You OwnPeter Lynch once advised, \"Know what you own, and know why you own it.\" Let's take a look at Alibaba's multifaceted business model.Alibaba is an expansive ecosystem of products. The pieces of Alibaba interact with each other to accomplish the company's mission: To make it easy to do business anywhere.Core CommerceThe company's core commerce segment accounts for approximately75% of revenue. Alibaba's most important assets are its online shopping platforms Taobao, Tmall, Lazada, andAlibaba.com. Within core commerce, Alibaba makes money from advertising, customer management, subscriptions, and direct sales.The company owns a collection of fast-growing grocery chains such as Freshippo, Sunart, and Tmall Supermarket. Although grocery has been a drag on margins, it is still an integral part of Alibaba's business empire. The Freshippo (Hema) chain even offers 30-minute delivery using smart logistics.Despite its much smaller market cap, Alibaba is a larger e-commerce player than Amazon (AMZN). In 2020, Alibaba accounted for 29% of the e-commerce goods transacted globally:Global E-Commerce GMV Share(Forbes)Alibaba's combined business reached1.31 billion consumers across the world over the past year. This number continues to grow despite its scale. In China alone, the company has nearly a billion monthly active consumers on its mobile shopping platforms:MAU's Across Alibaba's Shopping Platforms(Statista)An Expansive EcosystemAlibaba spawns new businesses where it sees an economic need in society. The company's new businesses, whether acquired or built, always support each other within the Alibaba ecosystem. The ecosystem includes Cainiao smart logistics and a digital payments app, Alipay.Alibaba started Alipay in 2004 to help build trust between consumers and merchants in online purchases (The company now owns 33% of the FinTech parent company, Ant Group). Fast-forward to today, and mobile payments are the preferred method of payment in China. Alipay has a 54.5% share of the market:Alipay vs. WeChat Pay Market Share(EastWestBank)Alibaba's reach is enormous in China. The company plays an integral part in the day-to-day lives of citizens, whether it be through payment, e-commerce, groceries, delivery (Ele.me), streaming (Youku), or navigation (Amap). The company is also the lifeblood of millions and millions of small businesses.Alibaba's reach is a powerful network effect for its rapidly growing cloud segment. Alibaba Cloud is building out its network globally, and there is a very long runway for the business. Alibaba Cloud just became profitable over the past six months, and should contribute to the company's bottom line going forward. The company still has room to grow its cloud market share:Global Cloud Market Share(Statista)S.W.O.T. AnalysisTo analyze what Alibaba does well, along with the risks it faces as a business, we present a S.W.O.T. analysis for the company:Normalized EarningsAlibaba's normalized earnings are around $22 billion, or $8.22 per share. The company experienced several one-off hits to its earnings over the past 12 months, including a $2.8 billion fine from the government, increased ad spend on Taobao deals, poor economic conditions in China, and huge goodwill impairments. To normalize earnings, we have taken the average net income over fiscal 2020 and 2021, divided by the current shares outstanding. Keep in mind that revenue and active users have grown substantially since 2020, indicating a conservative figure.ValuationWe estimate Alibaba will grow normalized earnings at 13% annualized over the next decade, resulting in 2032 earnings per share of $27.90.Alibaba is still growing its user count. The company is in the early stages of its international expansion in e-commerce and cloud computing. These businesses have strong industry tailwinds, allowing Alibaba to grow organically. Alibaba also benefits from China's rapidly growing middle class. As a result, the average spend on Taobao and Tmall will increase if user retention remains strong. The same is true for Alibaba's delivery, streaming, grocery, and payments assets. On top of this, the company has $39 billion of working capital on its balance sheet to buy back shares, acquire businesses, and build new businesses.Our 2032 price target for Alibaba is $488 per share, implying a return of 17% per annum.We have applied a terminal multiple of 17.5 for a business that we believe has an enduring network effect, brand, and industry tailwind.","news_type":1,"symbols_score_info":{"09988":0.9,"BABA":0.9}},"isVote":1,"tweetType":1,"viewCount":2644,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9083210101,"gmtCreate":1650121944222,"gmtModify":1676534651475,"author":{"id":"3579051055642962","authorId":"3579051055642962","name":"HKwis","avatar":"https://static.tigerbbs.com/90ff1a646df86e800cf9d9da06a6dd43","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3579051055642962","idStr":"3579051055642962"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9083210101","repostId":"1148321138","repostType":4,"repost":{"id":"1148321138","kind":"news","pubTimestamp":1650064305,"share":"https://ttm.financial/m/news/1148321138?lang=en_US&edition=fundamental","pubTime":"2022-04-16 07:11","market":"us","language":"en","title":"US IPO Week Ahead: 2 Small IPOs May Price after the Long Holiday Weekend","url":"https://stock-news.laohu8.com/highlight/detail?id=1148321138","media":"Renaissance Capital","summary":"After the long Easter weekend, two IPOs may price in the week ahead. Some SPACs may also join the ca","content":"<html><head></head><body><p>After the long Easter weekend, two IPOs may price in the week ahead. Some SPACs may also join the calendar during the week.</p><p>Although the calendar is relatively empty, several notable issuers have kept the pipeline fresh, including billion-dollar deals SAFG Retirement Services (Corebridge) (CRBG) and Bausch + Lomb (BLCO), as well as RIA services platform Dynasty Financial Partners (DSTY), energy efficiency solutions provider Redaptive (EAAS), and fracking services provider ProFrac Holding (PFHC).</p><p>Preclinical biotech Ocean Biomedical (OCEA) plans to raise $22 million at a $222 million market cap. The company is currently pursuing programs in multiple indications that have been licensed from universities and hospitals.</p><p>Canadian gold exploration company Austin Gold (AUST) plans to raise $13 million at a $52 million market cap. The company has interests in four properties throughout Nevada, only one of which it considers to be material at this time.<img src=\"https://static.tigerbbs.com/c4fae6a00c8aa461ab4f1d0b72186c30\" tg-width=\"1399\" tg-height=\"346\" width=\"100%\" height=\"auto\"/></p></body></html>","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>US IPO Week Ahead: 2 Small IPOs May Price after the Long Holiday Weekend</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\">\nUS IPO Week Ahead: 2 Small IPOs May Price after the Long Holiday Weekend\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-16 07:11 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.renaissancecapital.com/IPO-Center/News/92058/US-IPO-Week-Ahead-2-small-IPOs-may-price-after-the-long-holiday-weekend><strong>Renaissance Capital</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>After the long Easter weekend, two IPOs may price in the week ahead. Some SPACs may also join the calendar during the week.Although the calendar is relatively empty, several notable issuers have kept ...</p>\n\n<a href=\"https://www.renaissancecapital.com/IPO-Center/News/92058/US-IPO-Week-Ahead-2-small-IPOs-may-price-after-the-long-holiday-weekend\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.renaissancecapital.com/IPO-Center/News/92058/US-IPO-Week-Ahead-2-small-IPOs-may-price-after-the-long-holiday-weekend","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148321138","content_text":"After the long Easter weekend, two IPOs may price in the week ahead. Some SPACs may also join the calendar during the week.Although the calendar is relatively empty, several notable issuers have kept the pipeline fresh, including billion-dollar deals SAFG Retirement Services (Corebridge) (CRBG) and Bausch + Lomb (BLCO), as well as RIA services platform Dynasty Financial Partners (DSTY), energy efficiency solutions provider Redaptive (EAAS), and fracking services provider ProFrac Holding (PFHC).Preclinical biotech Ocean Biomedical (OCEA) plans to raise $22 million at a $222 million market cap. The company is currently pursuing programs in multiple indications that have been licensed from universities and hospitals.Canadian gold exploration company Austin Gold (AUST) plans to raise $13 million at a $52 million market cap. The company has interests in four properties throughout Nevada, only one of which it considers to be material at this time.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":1047,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9999602747,"gmtCreate":1660522372591,"gmtModify":1676533484338,"author":{"id":"3579051055642962","authorId":"3579051055642962","name":"HKwis","avatar":"https://static.tigerbbs.com/90ff1a646df86e800cf9d9da06a6dd43","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3579051055642962","idStr":"3579051055642962"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9999602747","repostId":"1190520604","repostType":4,"repost":{"id":"1190520604","kind":"news","pubTimestamp":1660550029,"share":"https://ttm.financial/m/news/1190520604?lang=en_US&edition=fundamental","pubTime":"2022-08-15 15:53","market":"us","language":"en","title":"Market Rebound Draws Wary Eye From Some Investors","url":"https://stock-news.laohu8.com/highlight/detail?id=1190520604","media":"The Wall Street Journal","summary":"Stocks reached another milestone in their comeback last week, with the Nasdaq Composite rising more ","content":"<div>\n<p>Stocks reached another milestone in their comeback last week, with the Nasdaq Composite rising more than 20% from its mid-June low to end its longest bear market since 2008.The rally has stirred a ...</p>\n\n<a href=\"https://www.wsj.com/articles/market-rebound-draws-wary-eye-from-some-investors-11660469378?mod=hp_lead_pos1\">Source Link</a>\n\n</div>\n","source":"wsj_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Market Rebound Draws Wary Eye From Some Investors</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\">\nMarket Rebound Draws Wary Eye From Some Investors\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-15 15:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.wsj.com/articles/market-rebound-draws-wary-eye-from-some-investors-11660469378?mod=hp_lead_pos1><strong>The Wall Street Journal</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stocks reached another milestone in their comeback last week, with the Nasdaq Composite rising more than 20% from its mid-June low to end its longest bear market since 2008.The rally has stirred a ...</p>\n\n<a href=\"https://www.wsj.com/articles/market-rebound-draws-wary-eye-from-some-investors-11660469378?mod=hp_lead_pos1\">Source 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",".IXIC":"NASDAQ Composite"},"source_url":"https://www.wsj.com/articles/market-rebound-draws-wary-eye-from-some-investors-11660469378?mod=hp_lead_pos1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190520604","content_text":"Stocks reached another milestone in their comeback last week, with the Nasdaq Composite rising more than 20% from its mid-June low to end its longest bear market since 2008.The rally has stirred a familiar debate: Will the rebound continue?Some investors are starting to believe the worst of this year’s rout might be behind them. Data last week showed gauges of both consumer and producer prices falling in July, offering some hope that inflation might be at or close to a peak.The labor market also remains robust. Employers added more than half a million jobs in July, while the unemployment rate ticked down to close to a half-century low—hardly things investors would expect to see if the economy were in or on the brink of a recession.On the flip side, the Federal Reserve isn’t done raising interest rates, leaving richly valued parts of the market vulnerable.Much of what has surged the past several weeks is precisely what led the market lower during its punishing selloff in the first half of the year. Meme stocks such as AMC Entertainment Holdings Inc. and Bed Bath & Beyond Inc. have climbed 107% and 111%, respectively, since markets bottomed for the year on June 16. Shares of cryptocurrency-related companies such as Coinbase Global Inc. and triple-leveraged exchange-traded funds tracking the technology-heavy Nasdaq Composite Index have also soared.The S&P 500 is up 17% over the same period but remains down 10% for the year.With inflation remaining near multiyear highs, some investors worry parts of the market are in for another punishing selloff, especially if the Fed has to raise interest rates for longer than expected. When interest rates were at historic lows, investors got big returns from piling into shares of richly valued, often unprofitable companies. The fact that bond yields were so low made even the riskiest stocks—as well as other investments, like cryptocurrencies—look like an attractive proposition for many investors. Rising rates reverse that dynamic.“I can’t argue that this pace [of market gains] is going to continue,” said Nancy Tengler, chief investment officer of Laffer Tengler Investments. “Whether we are in recession now or are going to be in one in the third or fourth quarter, you know economic growth is going to slow.”That means it is prudent to be even more selective about what types of companies the firm is putting money into, she said.One factor that has clouded investors’ outlook is debate over how far into the future the Fed will have to keep raising interest rates.Since the Fed’s July policy meeting, some investors have bet the central bank will pivot from raising interest rates to lowering them next year to boost economic activity again. That has helped spark a rebound in not just stock but also bond prices. The 10-year U.S. Treasury yield, which falls as bond prices rise, fell to 2.848% Friday, down from its mid-June peak of 3.482%.Skeptics, however, warn that it might be too early to assume that the Fed will change tacks in 2023. July’s CPI and PPI readings were good news for the markets. And they certainly gave wind to the idea that the Fed will raise interest rates by half a point at its September meeting, instead of three-quarters of a point as initially expected.But just one or two lower inflation readings won’t suffice in convincing the Fed that inflation is dissipating, said Nicholas Colas, co-founder of DataTrek Research.Some factors driving inflation higher have also yet to ease. Last week’s CPI report showed grocery prices rose 13.1% in July from a year ago, the fastest pace since 1979. Housing prices also increased.Given the way the Fed typically likes to see multiple consecutive economic readings before changing tack on policy, markets might be running ahead of themselves, Mr. Colas said.Many investors are skeptical the recent rebound in more speculative investments will shake out differently this time.“When something goes down 80% and then comes back up 20%, it still doesn’t get you much,” said Rick Lear, chief investment officer of Lear Investment Management. “It’s just bouncing off its lows.Rather than arguing semantics—whether the S&P 500 is about to break out into a bull market or is stuck in a bear market rally, or whether the economy is in a recession now or will be later—Mr. Lear says he is choosing to focus on picking companies that can weather a tough economic environment.He is also steering clear of many of the stocks that have surged the most during the market’s comeback, wary of the possibility of being burned by stocks that appear to be trading mostly off momentum, instead of their earnings.“This could be a real reset of the bull market,” Mr. Lear said. “But we don’t know. And it really doesn’t matter to us.”","news_type":1,"symbols_score_info":{".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":3913,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9909754628,"gmtCreate":1658931505564,"gmtModify":1676536230506,"author":{"id":"3579051055642962","authorId":"3579051055642962","name":"HKwis","avatar":"https://static.tigerbbs.com/90ff1a646df86e800cf9d9da06a6dd43","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3579051055642962","idStr":"3579051055642962"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9909754628","repostId":"1129868832","repostType":4,"repost":{"id":"1129868832","kind":"news","pubTimestamp":1658931046,"share":"https://ttm.financial/m/news/1129868832?lang=en_US&edition=fundamental","pubTime":"2022-07-27 22:10","market":"us","language":"en","title":"Here’s What to Expect From the Fed’s Policy Review Today","url":"https://stock-news.laohu8.com/highlight/detail?id=1129868832","media":"Bloomberg","summary":"Possibility of a dissent vote against a 75 basis point hikeHow worried the Fed seems about the econo","content":"<div>\n<p>Possibility of a dissent vote against a 75 basis point hikeHow worried the Fed seems about the economy will be the keyTen-year Treasury yields have slumped almost 75 basis points in just a matter of ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-07-27/here-s-what-to-expect-from-the-fed-s-policy-review-today\">Source Link</a>\n\n</div>\n","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Here’s What to Expect From the Fed’s Policy Review 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; 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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\">\nHere’s What to Expect From the Fed’s Policy Review Today\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-27 22:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-07-27/here-s-what-to-expect-from-the-fed-s-policy-review-today><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Possibility of a dissent vote against a 75 basis point hikeHow worried the Fed seems about the economy will be the keyTen-year Treasury yields have slumped almost 75 basis points in just a matter of ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-07-27/here-s-what-to-expect-from-the-fed-s-policy-review-today\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.bloomberg.com/news/articles/2022-07-27/here-s-what-to-expect-from-the-fed-s-policy-review-today","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129868832","content_text":"Possibility of a dissent vote against a 75 basis point hikeHow worried the Fed seems about the economy will be the keyTen-year Treasury yields have slumped almost 75 basis points in just a matter of weeks as investors fret about the prospect of a recession, providing a glum backdrop to the two-day Federal Reserve meeting that concludes today.Here’s what traders are watching for:Size of hike:While the markets were starting to price in a 100-basis point increase soon after those towering Juneinflation prints, that positioning has mellowed in the face of comments from Governor Christopher Waller and St. Louis Fed President James Bullard expressinga preferencefor 75 basis points.While the Fed has gone into the traditional quiet period and there being no murmur suggesting otherwise from usual Deep Throat media outlets, the tail risk of a bigger move has faded.Dissent:Fed Kansas President Esther George, who voted in favor of a 50-basis point increase at the June meeting, may do an encore. Before the Fed’s blackout period, she had remarked that “more abrupt changes in interest rates could create strains, either in the economy or financial markets, that would undermine the Fed’s ability to deliver on the higher path of rates communicated.”It’s not clear what’s weighing on the mind of the vice-chair for supervision, Michael Barr, as he hasn’t made public comments on monetary policy since he was sworn in.Fed Boston President Susan Collins, who took office this month, remarked that “inflation is too high and addressing this is a key priority,” suggesting she may vote with the majority.Statement:The Fed is likely to acknowledge recent signs of weakness in the economy stemming from July’sPMI numbers, new-home sales and waning consumer confidence.The Fed’s second paragraph from its Junestatementstated that “the committee is highly attentive to inflation risks.” Any tweak to that sentence would be construed as an acknowledgment that the Fed is attuned to economic risks, though I think it’s premature and unlikely given that inflation is way above its target.Guidance:There being no dot plot accompanying this meeting, traders will parse the language of the Fed statement to see what it thinks of the path ahead in light of signs that the economy is slowing.Interest-rate traders are factoring in about 100 basis points of tightening in the remainder of the year excluding Wednesday’s expected increase, but that pricing is very much work in progress. So the Fed’s language and Chair Jerome Powell’s thoughts on the Fed’s intended path from here will be the key to any market reaction.If the Fed were to signal that it won’t be spooked by pockets of weakness in the economy, expect front-end yields to trade with an upward bias. The longer end may, however, rise initially but turn down subsequently if traders estimate that the Fed’s bias will tilt the economy downward into a recession.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":2118,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":461612282208440,"gmtCreate":1753716496649,"gmtModify":1753716499368,"author":{"id":"3579051055642962","authorId":"3579051055642962","name":"HKwis","avatar":"https://static.tigerbbs.com/90ff1a646df86e800cf9d9da06a6dd43","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3579051055642962","idStr":"3579051055642962"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a><v-v data-views=\"1\"></v-v>power","listText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a><v-v data-views=\"1\"></v-v>power","text":"$Advanced Micro Devices(AMD)$ power","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/461612282208440","isVote":1,"tweetType":1,"viewCount":1197,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9055074085,"gmtCreate":1655221545347,"gmtModify":1676535588256,"author":{"id":"3579051055642962","authorId":"3579051055642962","name":"HKwis","avatar":"https://static.tigerbbs.com/90ff1a646df86e800cf9d9da06a6dd43","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3579051055642962","idStr":"3579051055642962"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9055074085","repostId":"2243494679","repostType":4,"repost":{"id":"2243494679","kind":"highlight","pubTimestamp":1655306454,"share":"https://ttm.financial/m/news/2243494679?lang=en_US&edition=fundamental","pubTime":"2022-06-15 23:20","market":"sg","language":"en","title":"NIO Could Fail In FQ2 2022 - But The Patient May Be Rewarded By H2 2022","url":"https://stock-news.laohu8.com/highlight/detail?id=2243494679","media":"Seekingalpha","summary":"Investment ThesisIt is evident that NIO Inc. (NYSE:NIO) will face a challenging YoY comparison from ","content":"<html><head></head><body><h2><b>Investment Thesis</b></h2><p>It is evident that NIO Inc. (NYSE:NIO) will face a challenging YoY comparison from FQ2&#39;22 onwards, given the massive impact of China&#39;s ongoing Zero Covid Policy in Shanghai. The company would need to go above and beyond the impossible to achieve its delivery guidance of at least 23K vehicles in FQ2&#39;22, given that Tesla (TSLA) had also struggled to reach pre-lockdown deliveries in May 2022. Given the complexity of auto supply chains, it is unlikely that NIO would be able to report an impressive YoY comparison in FQ2&#39;22, thus suggesting a stagnant stock valuation and prices moving forward, if not a retracement. As a result, we would advise interested investors to wait and observe a little longer before adding more NIO stock to their portfolios.</p><p>Risk-averse investors would be well advised of NIO&#39;s potential delisting from the NYSE stock market, though it is also apparent that a secondary listing in Singapore has been completed.</p><p>Nonetheless, despite the multiple uncertainties, we reiterate our stand since our previous analysis, that NIO remains a promising EV stock with an interesting battery swap concept. As <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the leading companies in China, the company stands to gain critical market share from Tesla in China, in the EU market, and potentially in the US market, upon its eventual entry in the future.</p><p>Therefore, NIO stock is highly suitable for speculative long-term investors, despite its current lack of profitability and the political uncertainty in China.</p><h2><b>NIO Reported Slowing Revenue Growth And Sustained Un-Profitability</b></h2><p><b>NIO Revenue and Gross Income</b></p><p></p><p><img src=\"https://static.tigerbbs.com/ca5626d65bcd14ea9e68ba8f4282a46d\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/></p><p>S&amp;P Capital IQ</p><p>NIO reported revenues of $1.56B in FQ1&#39;22, representing a YoY increase of 27.8%, though in line sequentially. The deceleration in revenue growth is partly attributed to supply chain production capacity for now, though we expect to see improvements by H2&#39;22. However, it is also apparent that there is increasing pressure on its gross margins, given that the company reports YoY lower gross margin of 14.6% in FQ1&#39;22 compared to 19.5% in FQ1&#39;21. With rising battery and chip costs, we expect NIO&#39;s gross margins to continue declining in FQ2&#39;22 before potentially recovering once the price hikes kick in by FQ3&#39;22.</p><p>In FQ1&#39;22, NIO also delivered 25.7K vehicles for the quarter, representing in line sequentially and an exemplary increase of 37.6% YoY. NIO CEO William Bin Li said:</p><blockquote>Despite the volatilities of the supply chain and the challenges in vehicle delivery resulting from the recent COVID-19 resurgence, we witnessed robust demand for our complementary products and achieved an all-time high order inflow in May 2022. (Seeking Alpha)</blockquote><p><b>NIO Net Income and Net Income Margin</b></p><p></p><p><img src=\"https://static.tigerbbs.com/704aba7cd5e743697335b2ee75e16612\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/></p><p>S&amp;P Capital IQ</p><p>NIO reported net incomes of -$287.8 and net income margins of -18.4% in FQ1&#39;22, thereby highlighting its lack of profitability since its incorporation in 2014. The company has also been increasing its operational costs exponentially with a total of $595.6M expenses by FQ1&#39;22, representing 38.1% of its revenues and an increase of 207.1% YoY. Nonetheless, given that NIO has kept its operating expenses relatively stable at an average of 33.6% in the past eight quarters, it is apparent that the management has been rather disciplined in cost control as well.</p><p><b>NIO R&amp;D and Selling General &amp; Admin Expenses</b></p><p></p><p><img src=\"https://static.tigerbbs.com/0b76193ccef6cf51d6ce1cb26b52b84e\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/></p><p>S&amp;P Capital IQ</p><p><b>NIO Long-Term Debt, Cash/ Equivalent, and Share Dilution</b></p><p></p><p><img src=\"https://static.tigerbbs.com/beb728a98a6a79d4c7cf83ca56b7a370\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/></p><p>S&amp;P Capital IQ</p><p>Due to its lack of profitability, it is evident that NIO will likely rely on a combination of long-term debt and share-based compensation (SBC) for its expanding operations. By FQ1&#39;22, the company had increased its reliance on debt by over 11-fold from $0.15B to $1.75B, while also diluting its shareholder by 55.5% since its IPO in September 2018. In FY2021 alone, NIO spent $158.5M in SBC, while drastically increasing the expenses to $74.6M by FQ1&#39;22, representing an increase of 390.2% YoY. Assuming a similar rate of SBC expenses, we may expect the company to report up to $300M for FY2022. That would be a concern for many early investors, given that the company is not expected to report net income profitability until FY2024.</p><h2>NIO Will Most Likely Fail To Deliver In FQ2&#39;22</h2><p><b>NIO Projected Revenue and Net Income</b></p><p></p><p><img src=\"https://static.tigerbbs.com/1e431100e75de1993cf165583a915cbb\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/></p><p>S&amp;P Capital IQ</p><p>Over the next three years, NIO is projected to grow its revenue at a CAGR of 55.36% while also achieving profitability by FY2024 with a net income of $0.34B. For FY2022, consensus estimates that the company will report revenues of $9.15B with net incomes of -$0.88B, representing impressive YoY growth of 61% and 50%, respectively.</p><p>Nonetheless, given the ongoing Zero Covid Policy in China, there is a likelihood of a downwards re-rating for NIO&#39;s FY2022 revenue, given Shanghai&#39;s continuous lockdowns. The company itself had guided FQ2&#39;22 revenues in the range of $1.47B to $1.59B against consensus estimates of $1.79B, representing up to a 5.7% decline QoQ though a 12.2% growth YoY. We are also not convinced of NIO&#39;s delivery guidance of at least 23K vehicles for FQ2&#39;22, given that the company had only delivered 5.074K and 7.042K vehicles in April and May 2022 respectively, thereby requiring an ambitious delivery of 10.884K vehicles in June 2022. Though rather unlikely, we shall anticipate its delivery update by early July 2022.</p><p>In contrast, we may expect improvement by H2&#39;22 once NIO successfully expands its production capacity while also entering the auto market in Germany, The Netherlands, Sweden, and Denmark. Nonetheless, it is also important to note that these require an easing of China&#39;s Covid policy while a stabling of the global supply chain issues. We shall continue to monitor the situation.</p><p>In the meantime, we encourage you to read our previous article on NIO, which would help you better understand its position and market opportunities.</p><ul><li>NIO: Down 55% With Supercharged Growth - Time To Buy Now</li></ul><h2><b>So, Is NIO Stock A Buy, Sell, or Hold?</b></h2><h2><b> </b></h2><p><b>NIO 3Y EV/Revenue and P/E Valuations</b></p><p></p><p><img src=\"https://static.tigerbbs.com/b2d07698f9480734680a03d86b698970\" tg-width=\"640\" tg-height=\"225\" referrerpolicy=\"no-referrer\"/></p><p>S&amp;P Capital IQ</p><p>NIO is currently trading at an EV/NTM Revenue of 2.58x and NTM P/E of -47.22x, lower than its 3Y mean of 7.12x and -83.60x, respectively. The stock is also trading at $18.14, down 67% from its 52 weeks high of $55.13, though at a 55.4% premium from its 52 weeks low of $11.67. It is apparent that the NIO stock has been on sideways price action since our last analysis in April 2022.</p><p><b>NIO 3Y Stock Price</b></p><p></p><p><img src=\"https://static.tigerbbs.com/ad1ad9132060d18429ffb22f39607a5a\" tg-width=\"640\" tg-height=\"217\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p>Given the macro issues and China&#39;s unrelenting Zero Covid Policy, we are of the opinion that pain will not be ending anytime soon. Therefore, NIO&#39;s delivery would likely continue to be impacted until then, further reducing any chances of stock recovery in the short term.</p><p>Though consensus estimates had rated NIO as an attractive buy with a price target of $38.33, we are of a more conservative opinion of a potential retracement by early July 2022, assuming that the company could not deliver on its FQ2&#39;23 vehicle target. As a result, we encourage investors to wait for a deeper retracement before adding to their portfolio.</p><p>Therefore, we <i>rate NIO stock as a Hold for now.</i></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 Could Fail In FQ2 2022 - But The Patient May Be Rewarded By H2 2022</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO Could Fail In FQ2 2022 - But The Patient May Be Rewarded By H2 2022\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-15 23:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4518234-nio-could-fail-q2-2022-but-patience-rewarded-h2-2022><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investment ThesisIt is evident that NIO Inc. (NYSE:NIO) will face a challenging YoY comparison from FQ2'22 onwards, given the massive impact of China's ongoing Zero Covid Policy in Shanghai. The ...</p>\n\n<a href=\"https://seekingalpha.com/article/4518234-nio-could-fail-q2-2022-but-patience-rewarded-h2-2022\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","09866":"蔚来-SW","NIO.SI":"蔚来"},"source_url":"https://seekingalpha.com/article/4518234-nio-could-fail-q2-2022-but-patience-rewarded-h2-2022","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2243494679","content_text":"Investment ThesisIt is evident that NIO Inc. (NYSE:NIO) will face a challenging YoY comparison from FQ2'22 onwards, given the massive impact of China's ongoing Zero Covid Policy in Shanghai. The company would need to go above and beyond the impossible to achieve its delivery guidance of at least 23K vehicles in FQ2'22, given that Tesla (TSLA) had also struggled to reach pre-lockdown deliveries in May 2022. Given the complexity of auto supply chains, it is unlikely that NIO would be able to report an impressive YoY comparison in FQ2'22, thus suggesting a stagnant stock valuation and prices moving forward, if not a retracement. As a result, we would advise interested investors to wait and observe a little longer before adding more NIO stock to their portfolios.Risk-averse investors would be well advised of NIO's potential delisting from the NYSE stock market, though it is also apparent that a secondary listing in Singapore has been completed.Nonetheless, despite the multiple uncertainties, we reiterate our stand since our previous analysis, that NIO remains a promising EV stock with an interesting battery swap concept. As one of the leading companies in China, the company stands to gain critical market share from Tesla in China, in the EU market, and potentially in the US market, upon its eventual entry in the future.Therefore, NIO stock is highly suitable for speculative long-term investors, despite its current lack of profitability and the political uncertainty in China.NIO Reported Slowing Revenue Growth And Sustained Un-ProfitabilityNIO Revenue and Gross IncomeS&P Capital IQNIO reported revenues of $1.56B in FQ1'22, representing a YoY increase of 27.8%, though in line sequentially. The deceleration in revenue growth is partly attributed to supply chain production capacity for now, though we expect to see improvements by H2'22. However, it is also apparent that there is increasing pressure on its gross margins, given that the company reports YoY lower gross margin of 14.6% in FQ1'22 compared to 19.5% in FQ1'21. With rising battery and chip costs, we expect NIO's gross margins to continue declining in FQ2'22 before potentially recovering once the price hikes kick in by FQ3'22.In FQ1'22, NIO also delivered 25.7K vehicles for the quarter, representing in line sequentially and an exemplary increase of 37.6% YoY. NIO CEO William Bin Li said:Despite the volatilities of the supply chain and the challenges in vehicle delivery resulting from the recent COVID-19 resurgence, we witnessed robust demand for our complementary products and achieved an all-time high order inflow in May 2022. (Seeking Alpha)NIO Net Income and Net Income MarginS&P Capital IQNIO reported net incomes of -$287.8 and net income margins of -18.4% in FQ1'22, thereby highlighting its lack of profitability since its incorporation in 2014. The company has also been increasing its operational costs exponentially with a total of $595.6M expenses by FQ1'22, representing 38.1% of its revenues and an increase of 207.1% YoY. Nonetheless, given that NIO has kept its operating expenses relatively stable at an average of 33.6% in the past eight quarters, it is apparent that the management has been rather disciplined in cost control as well.NIO R&D and Selling General & Admin ExpensesS&P Capital IQNIO Long-Term Debt, Cash/ Equivalent, and Share DilutionS&P Capital IQDue to its lack of profitability, it is evident that NIO will likely rely on a combination of long-term debt and share-based compensation (SBC) for its expanding operations. By FQ1'22, the company had increased its reliance on debt by over 11-fold from $0.15B to $1.75B, while also diluting its shareholder by 55.5% since its IPO in September 2018. In FY2021 alone, NIO spent $158.5M in SBC, while drastically increasing the expenses to $74.6M by FQ1'22, representing an increase of 390.2% YoY. Assuming a similar rate of SBC expenses, we may expect the company to report up to $300M for FY2022. That would be a concern for many early investors, given that the company is not expected to report net income profitability until FY2024.NIO Will Most Likely Fail To Deliver In FQ2'22NIO Projected Revenue and Net IncomeS&P Capital IQOver the next three years, NIO is projected to grow its revenue at a CAGR of 55.36% while also achieving profitability by FY2024 with a net income of $0.34B. For FY2022, consensus estimates that the company will report revenues of $9.15B with net incomes of -$0.88B, representing impressive YoY growth of 61% and 50%, respectively.Nonetheless, given the ongoing Zero Covid Policy in China, there is a likelihood of a downwards re-rating for NIO's FY2022 revenue, given Shanghai's continuous lockdowns. The company itself had guided FQ2'22 revenues in the range of $1.47B to $1.59B against consensus estimates of $1.79B, representing up to a 5.7% decline QoQ though a 12.2% growth YoY. We are also not convinced of NIO's delivery guidance of at least 23K vehicles for FQ2'22, given that the company had only delivered 5.074K and 7.042K vehicles in April and May 2022 respectively, thereby requiring an ambitious delivery of 10.884K vehicles in June 2022. Though rather unlikely, we shall anticipate its delivery update by early July 2022.In contrast, we may expect improvement by H2'22 once NIO successfully expands its production capacity while also entering the auto market in Germany, The Netherlands, Sweden, and Denmark. Nonetheless, it is also important to note that these require an easing of China's Covid policy while a stabling of the global supply chain issues. We shall continue to monitor the situation.In the meantime, we encourage you to read our previous article on NIO, which would help you better understand its position and market opportunities.NIO: Down 55% With Supercharged Growth - Time To Buy NowSo, Is NIO Stock A Buy, Sell, or Hold? NIO 3Y EV/Revenue and P/E ValuationsS&P Capital IQNIO is currently trading at an EV/NTM Revenue of 2.58x and NTM P/E of -47.22x, lower than its 3Y mean of 7.12x and -83.60x, respectively. The stock is also trading at $18.14, down 67% from its 52 weeks high of $55.13, though at a 55.4% premium from its 52 weeks low of $11.67. It is apparent that the NIO stock has been on sideways price action since our last analysis in April 2022.NIO 3Y Stock PriceSeeking AlphaGiven the macro issues and China's unrelenting Zero Covid Policy, we are of the opinion that pain will not be ending anytime soon. Therefore, NIO's delivery would likely continue to be impacted until then, further reducing any chances of stock recovery in the short term.Though consensus estimates had rated NIO as an attractive buy with a price target of $38.33, we are of a more conservative opinion of a potential retracement by early July 2022, assuming that the company could not deliver on its FQ2'23 vehicle target. As a result, we encourage investors to wait for a deeper retracement before adding to their portfolio.Therefore, we rate NIO stock as a Hold for now.","news_type":1,"symbols_score_info":{"NIO.SI":0.6,"09866":0.6,"NIO":1}},"isVote":1,"tweetType":1,"viewCount":1401,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9056536068,"gmtCreate":1655042914654,"gmtModify":1676535551813,"author":{"id":"3579051055642962","authorId":"3579051055642962","name":"HKwis","avatar":"https://static.tigerbbs.com/90ff1a646df86e800cf9d9da06a6dd43","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3579051055642962","idStr":"3579051055642962"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9056536068","repostId":"1105643239","repostType":4,"repost":{"id":"1105643239","kind":"news","pubTimestamp":1654997027,"share":"https://ttm.financial/m/news/1105643239?lang=en_US&edition=fundamental","pubTime":"2022-06-12 09:23","market":"us","language":"en","title":"Nvidia Stock: Secular Growth Provides Hope","url":"https://stock-news.laohu8.com/highlight/detail?id=1105643239","media":"Seeking Alpha","summary":"SummaryNvidia's GPU stronghold provides it with secular growth attributes.CPU market penetration cou","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Nvidia&#39;s GPU stronghold provides it with secular growth attributes.</li><li>CPU market penetration could tap into the data center space, with time-series AI providing a value-add.</li><li>Supply Chains are still a mess, but a few critical aspects are shifting. In addition, Nvidia has market dominance, providing it with bargaining power.</li><li>The stock&#39;s recent downturn has led to it being undervalued on a relative basis.</li><li>A quantitative risk analysis implies that it&#39;s an extremely risky bet. However, the recent sell-off is likely overdone.</li></ul><p>I&#39;m sure the majority of semiconductor investors are relatively discouraged after most related stocks have experienced significant drawdowns since the turn of the year. However, after analyzing the industry and Nvidia&#39;s (NASDAQ:NVDA) role, we&#39;ve concluded that there&#39;s been an overreaction by market participants and that Nvidia, the most prominent GPU producer, is part of a secular growth pattern that&#39;s currently underpriced by the market.</p><p><img src=\"https://static.tigerbbs.com/b28f1f4a49946a511a88e8e623ca19bb\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/>Data byYCharts</p><p><b>Market &amp; Product Analysis</b></p><p>Nvidia&#39;s exposure is still concentrated on gaming and professional visualization, with the two markets combined making up nearly 90% of the firm&#39;s revenue mix. Nvidia&#39;s gaming unit is currently being driven by robust growth in desktop GPUs, with high-end demand for its GeForce RTX 30-Series products continuing.</p><p>Due to the growing demand for enterprise AI, I see much scope emerging for Nvidia&#39;s data centre operations. Existing GPUs provide image recognition abilities. However, the company&#39;s newly launched Grace CPU chip provides time-series attributes that could end up being a big breadwinner for the firm.</p><p><img src=\"https://static.tigerbbs.com/d3d3466d7c19047f6def94742f88a44b\" tg-width=\"640\" tg-height=\"136\" referrerpolicy=\"no-referrer\"/></p><p><b>BusinessQuant</b></p><p>As mentioned, Nvidia&#39;s primary focus is on GPUs, where it owns approximately 78% of the market, which provides it with significant pricing power. The firm&#39;s pricing power is conveyed by its ROIC (Return on Invested Capital) ratio of57.48%(explanation here) and its gross margin of65.26%. Gross margins are a valuable indicator of economies of scale. Nvidia&#39;s economies of scale status allows it to take advantage of matters such as bargaining power over its suppliers and pricing power over its customers.</p><p>As Nvidia expands into the CPU market and as competitors enter the hotly contested semiconductor industry, we&#39;ll likely see a slight dilution of its GPU market share. Nonetheless, the firm&#39;s massive exposure to a market (GPUs) with a projected 2020-2025 CAGR (Constant Annual Growth Rate) of32.7%means that Nvidia is a secular growth stock, and transitory economic downturns don&#39;t provide much of a headwind.</p><p><img src=\"https://static.tigerbbs.com/446f2b9c26609e31583fa6f60d678b1b\" tg-width=\"640\" tg-height=\"240\" referrerpolicy=\"no-referrer\"/></p><p>WCCF TECH</p><p><b>AI Could Really Spark Nvidia&#39;s Growth Trajectory</b></p><p>I mentioned before that Nvidia could tap into the AI market. I&#39;d like to expand on this, as many aren&#39;t quite familiar with the growth areas in the market.</p><p>Nvidia recently launched a library called cuDNN. The library is a database for artificial neural network (ANN) related concepts. ANNs are state-of-the-art AI networks that mimic the human brain to replicate time-series and image recognition patterns.</p><p>Time-series patterns can be applied to various enterprise solutions and automotive applications. In contrast, image recognition can be applied to artificial art, fashion, and advertising.</p><p>In essence, Nvidia has the scope to pivot with its existing technology into a neural network market that&#39;s growing at21.5%per year.</p><p><b>Supply-Chain Aspects</b></p><p>Let&#39;s start by looking at the main congestion points in the supply chain. First of all, we need to look at Polysilicon production, which has increased by7.24%since April in China. This is a tremendous positive for the semiconductor domain and related industries. A broader look at production conveys that China&#39;s PMI is gathering steam again, providing optimism to supply chain prospects.</p><p><img src=\"https://static.tigerbbs.com/330777c9878f9c29ae8d3949b09abf8f\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p>Furthermore, Nvidia itself is stocked with inventory, as it&#39;s experienced a year-over-year increase in finished goods and raw materials. Processed goods are an issue. However, with the PMI in China picking up, processed goods will likely come good soon.</p><p><img src=\"https://static.tigerbbs.com/359bb9dfe4f57983afe011cf2fc9ebbb\" tg-width=\"635\" tg-height=\"509\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p>Although I&#39;m generally bullish about Nvidia&#39;s supply-chain issues, I&#39;m concerned about the Russia-Ukraine war. Russia, Belarus, and Ukraine are massive exporters of ferrous metals. If we&#39;re in an ex-Black Sea trade globe, we&#39;ll likely see input costs continue to rise in the semiconductor space, as primary sector procurement restructuring will take considerable time. Lastly, China&#39;s Covid-19 lockdown policies are uncertain and inconsistent. Thus, supply-chain consolidation could be at risk.</p><p><b>Relative Valuation</b></p><p>It&#39;s clear that Nvidia&#39;s potential to expand is there. Yet, from a stock investing vantage point, we must discover whether the possibilities have been priced in or not. Before its more than 40% year-to-date downturn, I&#39;d say we&#39;d be having a different conversation right now. However, relative valuation metrics imply that Nvidia stock is undervalued at its current price.</p><p><img src=\"https://static.tigerbbs.com/a2d187f038705a13f7c3b4e676e8c07f\" tg-width=\"628\" tg-height=\"153\" referrerpolicy=\"no-referrer\"/>Source: Seeking Alpha</p><p>Nvidia&#39;s price-earnings is at a 21.77% normalized discount, which means that it&#39;s trading lower than its 5-year cyclical average. In addition, the stock&#39;s PE is accommodated by a PEG, which is below its 1.00x valuation threshold. A PEG ratio of below1.00xconveys that the firm&#39;s earnings-per-share growth is outpacing its P/E growth. Thus, considering both metrics cohesively, we can conclude that Nvidia stock is undervalued on an earnings-per-share basis.</p><p>Furthermore, the stock&#39;s EV/EBITDA suggests that the market undervalues Nvidia&#39;s operating earnings before depreciation and amortization, as the metric is at a22.50%discount to its 5-year average.</p><p><b>Quantitative Risk Analysis</b></p><p>Quantitative risk measures contextualize the risk/reward we&#39;re getting whenever we invest in a stock. Additionally, it helps us stay away from the panic button as we&#39;re aware of what kind of stock price deviations to expect.</p><p>Nvidia&#39;s stock doesn&#39;t provide an ideal Sharpe Ratio (below 1.00x), which can be explained by its Value at Risk. The VaR indicates that Nvidia&#39;s stock could lose 23.07% of its value in a month, 5% of the times.</p><p>These deviations are quite substantial. However, consider that Nvidia&#39;s already lost nearly half of its value since the turn of the year and that these statistical downward deviations usually occur whenever the stock&#39;s topped out.</p><p><img src=\"https://static.tigerbbs.com/553c22a2c1b3c6c9c3a7fbaafb8183ba\" tg-width=\"640\" tg-height=\"454\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>YCharts on Seeking Alpha</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>Nvidia Stock: Secular Growth Provides Hope</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\">\nNvidia Stock: Secular Growth Provides Hope\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-12 09:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4517873-nvidia-stock-secular-growth-provides-hope><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryNvidia's GPU stronghold provides it with secular growth attributes.CPU market penetration could tap into the data center space, with time-series AI providing a value-add.Supply Chains are still...</p>\n\n<a href=\"https://seekingalpha.com/article/4517873-nvidia-stock-secular-growth-provides-hope\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://seekingalpha.com/article/4517873-nvidia-stock-secular-growth-provides-hope","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105643239","content_text":"SummaryNvidia's GPU stronghold provides it with secular growth attributes.CPU market penetration could tap into the data center space, with time-series AI providing a value-add.Supply Chains are still a mess, but a few critical aspects are shifting. In addition, Nvidia has market dominance, providing it with bargaining power.The stock's recent downturn has led to it being undervalued on a relative basis.A quantitative risk analysis implies that it's an extremely risky bet. However, the recent sell-off is likely overdone.I'm sure the majority of semiconductor investors are relatively discouraged after most related stocks have experienced significant drawdowns since the turn of the year. However, after analyzing the industry and Nvidia's (NASDAQ:NVDA) role, we've concluded that there's been an overreaction by market participants and that Nvidia, the most prominent GPU producer, is part of a secular growth pattern that's currently underpriced by the market.Data byYChartsMarket & Product AnalysisNvidia's exposure is still concentrated on gaming and professional visualization, with the two markets combined making up nearly 90% of the firm's revenue mix. Nvidia's gaming unit is currently being driven by robust growth in desktop GPUs, with high-end demand for its GeForce RTX 30-Series products continuing.Due to the growing demand for enterprise AI, I see much scope emerging for Nvidia's data centre operations. Existing GPUs provide image recognition abilities. However, the company's newly launched Grace CPU chip provides time-series attributes that could end up being a big breadwinner for the firm.BusinessQuantAs mentioned, Nvidia's primary focus is on GPUs, where it owns approximately 78% of the market, which provides it with significant pricing power. The firm's pricing power is conveyed by its ROIC (Return on Invested Capital) ratio of57.48%(explanation here) and its gross margin of65.26%. Gross margins are a valuable indicator of economies of scale. Nvidia's economies of scale status allows it to take advantage of matters such as bargaining power over its suppliers and pricing power over its customers.As Nvidia expands into the CPU market and as competitors enter the hotly contested semiconductor industry, we'll likely see a slight dilution of its GPU market share. Nonetheless, the firm's massive exposure to a market (GPUs) with a projected 2020-2025 CAGR (Constant Annual Growth Rate) of32.7%means that Nvidia is a secular growth stock, and transitory economic downturns don't provide much of a headwind.WCCF TECHAI Could Really Spark Nvidia's Growth TrajectoryI mentioned before that Nvidia could tap into the AI market. I'd like to expand on this, as many aren't quite familiar with the growth areas in the market.Nvidia recently launched a library called cuDNN. The library is a database for artificial neural network (ANN) related concepts. ANNs are state-of-the-art AI networks that mimic the human brain to replicate time-series and image recognition patterns.Time-series patterns can be applied to various enterprise solutions and automotive applications. In contrast, image recognition can be applied to artificial art, fashion, and advertising.In essence, Nvidia has the scope to pivot with its existing technology into a neural network market that's growing at21.5%per year.Supply-Chain AspectsLet's start by looking at the main congestion points in the supply chain. First of all, we need to look at Polysilicon production, which has increased by7.24%since April in China. This is a tremendous positive for the semiconductor domain and related industries. A broader look at production conveys that China's PMI is gathering steam again, providing optimism to supply chain prospects.Data by YChartsFurthermore, Nvidia itself is stocked with inventory, as it's experienced a year-over-year increase in finished goods and raw materials. Processed goods are an issue. However, with the PMI in China picking up, processed goods will likely come good soon.Data by YChartsAlthough I'm generally bullish about Nvidia's supply-chain issues, I'm concerned about the Russia-Ukraine war. Russia, Belarus, and Ukraine are massive exporters of ferrous metals. If we're in an ex-Black Sea trade globe, we'll likely see input costs continue to rise in the semiconductor space, as primary sector procurement restructuring will take considerable time. Lastly, China's Covid-19 lockdown policies are uncertain and inconsistent. Thus, supply-chain consolidation could be at risk.Relative ValuationIt's clear that Nvidia's potential to expand is there. Yet, from a stock investing vantage point, we must discover whether the possibilities have been priced in or not. Before its more than 40% year-to-date downturn, I'd say we'd be having a different conversation right now. However, relative valuation metrics imply that Nvidia stock is undervalued at its current price.Source: Seeking AlphaNvidia's price-earnings is at a 21.77% normalized discount, which means that it's trading lower than its 5-year cyclical average. In addition, the stock's PE is accommodated by a PEG, which is below its 1.00x valuation threshold. A PEG ratio of below1.00xconveys that the firm's earnings-per-share growth is outpacing its P/E growth. Thus, considering both metrics cohesively, we can conclude that Nvidia stock is undervalued on an earnings-per-share basis.Furthermore, the stock's EV/EBITDA suggests that the market undervalues Nvidia's operating earnings before depreciation and amortization, as the metric is at a22.50%discount to its 5-year average.Quantitative Risk AnalysisQuantitative risk measures contextualize the risk/reward we're getting whenever we invest in a stock. Additionally, it helps us stay away from the panic button as we're aware of what kind of stock price deviations to expect.Nvidia's stock doesn't provide an ideal Sharpe Ratio (below 1.00x), which can be explained by its Value at Risk. The VaR indicates that Nvidia's stock could lose 23.07% of its value in a month, 5% of the times.These deviations are quite substantial. However, consider that Nvidia's already lost nearly half of its value since the turn of the year and that these statistical downward deviations usually occur whenever the stock's topped out.YCharts on Seeking Alpha","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":1236,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9081380962,"gmtCreate":1650197506483,"gmtModify":1676534667064,"author":{"id":"3579051055642962","authorId":"3579051055642962","name":"HKwis","avatar":"https://static.tigerbbs.com/90ff1a646df86e800cf9d9da06a6dd43","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3579051055642962","idStr":"3579051055642962"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9081380962","repostId":"2227986491","repostType":4,"repost":{"id":"2227986491","kind":"highlight","pubTimestamp":1650153489,"share":"https://ttm.financial/m/news/2227986491?lang=en_US&edition=fundamental","pubTime":"2022-04-17 07:58","market":"us","language":"en","title":"Is Tesla a Safe Stock to Buy Now?","url":"https://stock-news.laohu8.com/highlight/detail?id=2227986491","media":"Motley Fool","summary":"Tesla as a company has good prospects, but owning the stock comes with some risks.","content":"<div>\n<p>Tesla ( TSLA -3.65% ) is a company not easily ignored. Customers seem to love the company's well-designed electric vehicles (EVs) while the bulls seem quite pleased with the 33% stock price rise in ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/16/is-tesla-a-safe-stock-to-buy-now/\">Source Link</a>\n\n</div>\n","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Tesla a Safe Stock to Buy Now?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Tesla a Safe Stock to Buy Now?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-17 07:58 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/04/16/is-tesla-a-safe-stock-to-buy-now/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla ( TSLA -3.65% ) is a company not easily ignored. Customers seem to love the company's well-designed electric vehicles (EVs) while the bulls seem quite pleased with the 33% stock price rise in ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/16/is-tesla-a-safe-stock-to-buy-now/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4511":"特斯拉概念","BK4550":"红杉资本持仓","BK4099":"汽车制造商","TSLA":"特斯拉","BK4548":"巴美列捷福持仓","BK4551":"寇图资本持仓","BK4534":"瑞士信贷持仓","BK4581":"高盛持仓","BK4555":"新能源车","BK4574":"无人驾驶","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4527":"明星科技股"},"source_url":"https://www.fool.com/investing/2022/04/16/is-tesla-a-safe-stock-to-buy-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2227986491","content_text":"Tesla ( TSLA -3.65% ) is a company not easily ignored. Customers seem to love the company's well-designed electric vehicles (EVs) while the bulls seem quite pleased with the 33% stock price rise in the last 12 months. On the other end, the bears are very skeptical of the sustainability of its outsized stock price run. After all, Tesla stock delivered more than a 15-fold return in the last five years.But for potential investors thinking about buying the stock now, it is crucial to consider whether it is safe to invest in Tesla today. While that is not going to be an easy exercise, investors should at least consider these two questions about the company and its stock.Image source: Getty Images.1. Is Tesla a durable business?Tesla has reported some solid financials lately. After delivering its first profitable year in 2020, Tesla exceeded that performance in 2021. It delivered a record 936,222 EVs to customers, grew revenue and net profit by 73% and 665%, respectively, and expanded free cash flow by 80% to $5 billion.But note that the last paragraph started out by using the word \"lately.\" It's useful to also be aware that Tesla had never delivered a profitable year until 2020. It has been on the brink of bankruptcy a few times, most recently from 2017 to 2019. But as the worldwide transition from combustion engines into electric engines gained steam, Tesla was favorably positioned to capture the pent-up demand. And it did, as is evident by its solid numbers.While the 2021 result was remarkable, it is still an outlier more than a norm. The biggest issue is that two profitable years provide little assurance that Tesla can sustain that in the coming years. As the car industry is highly cyclical, an economic downturn (such as a recession) will cause consumers to tighten their belts. When that happens, average folks tend to delay their purchase of high-value items like a car, which could reduce industry volume. We still do not know how Tesla will perform in such an environment.On top of that, the EV race has intensified in recent years. While Tesla is still the dominant player -- with a 21% global market share in 2021, according to Autocar -- incumbents like General Motors and Ford Motor Company have big plans to ramp up their production. Tesla also faces competition from Chinese car companies like BYD and Nio. The former, backed by Warren Buffett, sold 593,745 EVs in 2021. BYD also announced that it would stop producing combustion engine vehicles to focus on EVs and plug-in hybrids.In short, Tesla must execute flawlessly in the coming years to maintain its market share and stay profitable. While we do not know whether the company can sustain its strong execution, there is one thing we do know for sure: Gone are the days when Tesla had the whole EV market to itself.2. Does Tesla stock offer a margin of safety?Ask any investor how to make money in the stock market, and the usual reply will be to buy a stock when the price is low and sell when the price is high. However, this argument is incomplete since an investor should also consider the intrinsic value of the stock. The key is to buy when the stock price is lower than the intrinsic value (and sell when it is above).But estimating intrinsic value is not a simple task. Not only are there many methods to calculate the intrinsic value of a company, but every investor will use different variables to compute. It is fair to say that every investor will arrive at a different intrinsic value for the same company.Enter: margin of safety. The idea is that when investors buy a stock at a price materially lower than its intrinsic value, they have room for errors in their estimation of its value. Even if they make mistakes, they generally lose little money since they buy the stock cheaply.So is Tesla's stock cheap enough today to offer a margin of safety to investors? Let us consider a few simple metrics. As of writing, Tesla has a price-to-sales (P/S), price-to-book (P/B), and price-to-earnings (P/E) ratio of 21, 35, and 209. Comparatively, General Motors' P/S, P/B, and P/E ratios are 0.5, 1, and 5.9, respectively.Tesla bulls will immediately cry foul, claiming that Tesla is fundamentally a different company from GM. While I agree with them that Tesla is not an average company, my argument is this: Is it worth 30 to 40 times more than GM? Or put it differently, is one Tesla equivalent to 30 to 40 GMs? To me, the answer is probably not.Back to the original question: Is Tesla stock safe to buy?There is no doubt that Tesla is a company with promising prospects. It is a leader in the EV industry and has significant investments in potentially major industries like autonomous vehicles, renewable energy, and others.Still, I don't think it's safe to buy Tesla stock now with your hard-earned money. One reason is the company just turned profitable in 2020. It would need a few more profitable years before investors can safely assume the turnaround is permanent. Besides, its valuation is not cheap, which offers a very little margin of safety for investors.So unless investors are looking for some adrenaline rush, they will be better off staying from the stock. And even if they are looking for such excitement, they can consider buying a Tesla car instead.","news_type":1,"symbols_score_info":{"TSLA":1}},"isVote":1,"tweetType":1,"viewCount":982,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}