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GoaOn

GoaOn

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2022-01-29

$SoFi Technologies Inc.(SOFI)$buy?

2021-04-20

Bullish on AMD

US STOCKS-Wall St headed for lower open as focus turns to tech earnings

2021-04-01

Nice

Sorry, the original content has been removed

2021-07-01

Ok

Amazon: Undervalued With Potential Upside Of 25%

2022-09-23

$KEPPEL CORPORATION LIMITED(BN4.SI)$

2021-06-17

Nice

@美股研究社:傳京東抖音合作將延伸海外，準備攜手開拓歐洲市場

2021-04-24

Great ariticle, would you like to share it?

Why Car Stocks Aren’t Getting Crushed by the Chip Shortage

2021-04-19

Good buy?

PayPal: Solid Compounder And Cheap

2021-04-18

Like & Comment

The semiconductor shortage is here to stay, but it will affect chip companies differently

2022-08-21

$Tesla Motors(TSLA)$Bullish.

2022-01-29

Great ariticle, would you like to share it?

@TigerEvents:Join Tiger Ski Championship, Win a Bonus of Up to USD 2022

2021-06-17

Yes

@小虎综合资讯:有通脹，無“牛市”？華爾街分析師：通脹不會傷害股市

2021-04-16

Strong

China stocks end higher as country's GDP hits record growth

2021-04-16

Like & comment

AMD rose about 4% in morning trading

2023-03-01

$KEPPEL CORPORATION LIMITED(BN4.SI)$ good stock to hold

2022-12-17

2022-11-09

$Tesla Motors(TSLA)$

2022-10-07

$NVIDIA Corp(NVDA)$

2022-09-29

$KEPPEL CORPORATION LIMITED(BN4.SI)$

2022-08-03

$KEPPEL CORPORATION LIMITED(BN4.SI)$Bullish

Go to Tiger App to see more news

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,來看看我最新分享的訂單！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/299526633517352","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":295,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":241140077731920,"gmtCreate":1699892951066,"gmtModify":1699892953199,"author":{"id":"3579141850161287","authorId":"3579141850161287","name":"GoaOn","avatar":"https://static.tigerbbs.com/c41bfb0b74d5d9d2f6a9ec08f3a8cb42","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3579141850161287","authorIdStr":"3579141850161287"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLUG\">$Plug Power(PLUG)$ &nbsp;</a>be careful of this stock. Going concern warning must be taken into consideration seriously. May need&nbsp;equity fund raising soon and who knows they will tap shareholder for more money.","listText":"<a href=\"https://ttm.financial/S/PLUG\">$Plug Power(PLUG)$ &nbsp;</a>be careful of this stock. Going concern warning must be taken into consideration seriously. May need&nbsp;equity fund raising soon and who knows they will tap shareholder for more money.","text":"$Plug Power(PLUG)$ be careful of this stock. Going concern warning must be taken into consideration seriously. May need equity fund raising soon and who knows they will tap shareholder for more money.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/241140077731920","isVote":1,"tweetType":1,"viewCount":402,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":237531850289208,"gmtCreate":1699026724008,"gmtModify":1699026728044,"author":{"id":"3579141850161287","authorId":"3579141850161287","name":"GoaOn","avatar":"https://static.tigerbbs.com/c41bfb0b74d5d9d2f6a9ec08f3a8cb42","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3579141850161287","authorIdStr":"3579141850161287"},"themes":[],"htmlText":"Share to get extra chance","listText":"Share to get extra chance","text":"Share to get extra 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chance!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/236827545571488","isVote":1,"tweetType":1,"viewCount":502,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":236787296231584,"gmtCreate":1698845087257,"gmtModify":1698845091302,"author":{"id":"3579141850161287","authorId":"3579141850161287","name":"GoaOn","avatar":"https://static.tigerbbs.com/c41bfb0b74d5d9d2f6a9ec08f3a8cb42","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3579141850161287","authorIdStr":"3579141850161287"},"themes":[],"htmlText":"This game is so entertaining","listText":"This game is so entertaining","text":"This game is so 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😃","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/236098521784328","isVote":1,"tweetType":1,"viewCount":445,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":236097860034600,"gmtCreate":1698673890561,"gmtModify":1698673893068,"author":{"id":"3579141850161287","authorId":"3579141850161287","name":"GoaOn","avatar":"https://static.tigerbbs.com/c41bfb0b74d5d9d2f6a9ec08f3a8cb42","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3579141850161287","authorIdStr":"3579141850161287"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share 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Win Big!","htmlText":"Hey there, spooky squad! 🎃Halloween is coming, and it's time for some fang-tastic fun with our new game - Trick Or Trade! Get ready for some fun, and earn points to win a USD 100 stock voucher and AAPL stock!*In this thrilling game, you'll have just 60 seconds to fend off a gang of mischievous Halloween spirits. It's your job to give them a fright and chase them away with a tap – the more, the merrier!Now, here's the twist: each ghostly friend will require different taps and will reward you with various points.Airy the Apparition - Just one tap, and poof, they vanish. Spooktacularly easy!Bubbles the Water Pixie - Disappears with zero taps - A true magic trick!Rocky the Earth Spirit - You'll need to tap twice to send it packing. He's grounded, you see.Flicker the Embergeist - Another one-ta","listText":"Hey there, spooky squad! 🎃Halloween is coming, and it's time for some fang-tastic fun with our new game - Trick Or Trade! 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Get ready for some fun, and earn points to win a USD 100 stock voucher and AAPL stock!*In this thrilling game, you'll have just 60 seconds to fend off a gang of mischievous Halloween spirits. It's your job to give them a fright and chase them away with a tap – the more, the merrier!Now, here's the twist: each ghostly friend will require different taps and will reward you with various points.Airy the Apparition - Just one tap, and poof, they vanish. Spooktacularly easy!Bubbles the Water Pixie - Disappears with zero taps - A true magic trick!Rocky the Earth Spirit - You'll need to tap twice to send it packing. He's grounded, you see.Flicker the Embergeist - Another one-ta","images":[{"img":"https://community-static.tradeup.com/news/ad478b709732d53302c395a52fa1c8e1","width":"1200","height":"630"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/234641357262864","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":308,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":234355026067696,"gmtCreate":1698257212166,"gmtModify":1698257215633,"author":{"id":"3579141850161287","authorId":"3579141850161287","name":"GoaOn","avatar":"https://static.tigerbbs.com/c41bfb0b74d5d9d2f6a9ec08f3a8cb42","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3579141850161287","authorIdStr":"3579141850161287"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/U96.SI\">$SEMBCORP INDUSTRIES LTD(U96.SI)$&nbsp;</a>buy on the dip&nbsp;[Cool]&nbsp;&nbsp;","listText":"<a href=\"https://ttm.financial/S/U96.SI\">$SEMBCORP INDUSTRIES LTD(U96.SI)$&nbsp;</a>buy on the dip&nbsp;[Cool]&nbsp;&nbsp;","text":"$SEMBCORP INDUSTRIES LTD(U96.SI)$ buy on the dip [Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/234355026067696","isVote":1,"tweetType":1,"viewCount":538,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940943896,"gmtCreate":1677665552415,"gmtModify":1677665555948,"author":{"id":"3579141850161287","authorId":"3579141850161287","name":"GoaOn","avatar":"https://static.tigerbbs.com/c41bfb0b74d5d9d2f6a9ec08f3a8cb42","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3579141850161287","authorIdStr":"3579141850161287"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BN4.SI\">$KEPPEL CORPORATION LIMITED(BN4.SI)$&nbsp;</a>good stock to hold","listText":"<a href=\"https://ttm.financial/S/BN4.SI\">$KEPPEL CORPORATION LIMITED(BN4.SI)$&nbsp;</a>good stock to hold","text":"$KEPPEL CORPORATION LIMITED(BN4.SI)$ good stock to hold","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940943896","isVote":1,"tweetType":1,"viewCount":545,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957857230,"gmtCreate":1677179924420,"gmtModify":1677179927892,"author":{"id":"3579141850161287","authorId":"3579141850161287","name":"GoaOn","avatar":"https://static.tigerbbs.com/c41bfb0b74d5d9d2f6a9ec08f3a8cb42","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3579141850161287","authorIdStr":"3579141850161287"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957857230","repostId":"9954486586","repostType":1,"repost":{"id":9954486586,"gmtCreate":1676549569945,"gmtModify":1676549588111,"author":{"id":"3527667618821228","authorId":"3527667618821228","name":"MillionaireTiger","avatar":"https://static.tigerbbs.com/dc558bf32e48ad6ed6d057026ef55af7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667618821228","authorIdStr":"3527667618821228"},"themes":[],"title":"【Thursday Special】The Most Dramatic Thing You've Ever Encountered While Investing","htmlText":"Hey&nbsp;Tigers!Welcome&nbsp;to&nbsp;this&nbsp;week's&nbsp;Thursday&nbsp;Special!&nbsp;Today's topic is the most dramatic thing you've ever encountered while investing.I'm sure everyone had tons of experience with investing before we met. Let's share some of the most XXX investments in your life.For example,&nbsp;the most horrible investment might be: I tried to sell a stock and clicked buy, or I mistyped the amount and got a number over or under.The most regrettable investment might be: If I had invested the full amount, I could have retired by now.The luckiest investment might be the one where I made a large amount of money without any sound judgment, relying on the luck of the investment proceeds.And what follows from this investment？Share&nbsp;your&nbsp;most&nbsp;dramatic&nbsp;thing&amp;nb","listText":"Hey&nbsp;Tigers!Welcome&nbsp;to&nbsp;this&nbsp;week's&nbsp;Thursday&nbsp;Special!&nbsp;Today's topic is the most dramatic thing you've ever encountered while investing.I'm sure everyone had tons of experience with investing before we met. Let's share some of the most XXX investments in your life.For example,&nbsp;the most horrible investment might be: I tried to sell a stock and clicked buy, or I mistyped the amount and got a number over or under.The most regrettable investment might be: If I had invested the full amount, I could have retired by now.The luckiest investment might be the one where I made a large amount of money without any sound judgment, relying on the luck of the investment proceeds.And what follows from this investment？Share&nbsp;your&nbsp;most&nbsp;dramatic&nbsp;thing&amp;nb","text":"Hey Tigers!Welcome to this week's Thursday Special! Today's topic is the most dramatic thing you've ever encountered while investing.I'm sure everyone had tons of experience with investing before we met. Let's share some of the most XXX investments in your life.For example, the most horrible investment might be: I tried to sell a stock and clicked buy, or I mistyped the amount and got a number over or under.The most regrettable investment might be: If I had invested the full amount, I could have retired by now.The luckiest investment might be the one where I made a large amount of money without any sound judgment, relying on the luck of the investment proceeds.And what follows from this investment？Share your most dramatic thing&nb","images":[{"img":"https://community-static.tradeup.com/news/1105677899c25cb7e90a52f2ccbe6264","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9954486586","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":100,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957857640,"gmtCreate":1677179905981,"gmtModify":1677179909355,"author":{"id":"3579141850161287","authorId":"3579141850161287","name":"GoaOn","avatar":"https://static.tigerbbs.com/c41bfb0b74d5d9d2f6a9ec08f3a8cb42","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3579141850161287","authorIdStr":"3579141850161287"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957857640","repostId":"9954418949","repostType":1,"repost":{"id":9954418949,"gmtCreate":1676541432883,"gmtModify":1676541446070,"author":{"id":"4115188532413322","authorId":"4115188532413322","name":"Tiger_Wealth","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4115188532413322","authorIdStr":"4115188532413322"},"themes":[],"title":"SG Budget 2023: An inflation paradox","htmlText":"Beware of second-order impact In Budget 2023, the Singapore government has&nbsp;noble intentions&nbsp;to fight inflation. However, the Budget measures could&nbsp;drive up inflation&nbsp;instead of bring it down. This is due to the&nbsp;second-order impact&nbsp;from measures such as cash handouts and higher taxes. Here are my insights: Inflation Drivers Demand-pull inflation Wage-push inflation Higher HDB Grant Higher property taxes Higher tobacco tax Disinflation Driver Boosting innovation and productivity Inflation Drivers Demand-pull inflation Singapore's 2023 Budget plans to give up to S$9.6 billion in handouts. Total cash distributed to eligible residents would be up to S$1,300 in 2023. In total, S$600 worth of CDC vouchers will be granted to Singapore households in 2023 and 2024. This","listText":"Beware of second-order impact In Budget 2023, the Singapore government has&nbsp;noble intentions&nbsp;to fight inflation. However, the Budget measures could&nbsp;drive up inflation&nbsp;instead of bring it down. This is due to the&nbsp;second-order impact&nbsp;from measures such as cash handouts and higher taxes. Here are my insights: Inflation Drivers Demand-pull inflation Wage-push inflation Higher HDB Grant Higher property taxes Higher tobacco tax Disinflation Driver Boosting innovation and productivity Inflation Drivers Demand-pull inflation Singapore's 2023 Budget plans to give up to S$9.6 billion in handouts. Total cash distributed to eligible residents would be up to S$1,300 in 2023. In total, S$600 worth of CDC vouchers will be granted to Singapore households in 2023 and 2024. This","text":"Beware of second-order impact In Budget 2023, the Singapore government has noble intentions to fight inflation. However, the Budget measures could drive up inflation instead of bring it down. This is due to the second-order impact from measures such as cash handouts and higher taxes. Here are my insights: Inflation Drivers Demand-pull inflation Wage-push inflation Higher HDB Grant Higher property taxes Higher tobacco tax Disinflation Driver Boosting innovation and productivity Inflation Drivers Demand-pull inflation Singapore's 2023 Budget plans to give up to S$9.6 billion in handouts. Total cash distributed to eligible residents would be up to S$1,300 in 2023. In total, S$600 worth of CDC vouchers will be granted to Singapore households in 2023 and 2024. This","images":[{"img":"https://community-static.tradeup.com/news/f5952f2528a6875017466c6b1de5baa0","width":"632","height":"632"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9954418949","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":254,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957857838,"gmtCreate":1677179894125,"gmtModify":1677179897542,"author":{"id":"3579141850161287","authorId":"3579141850161287","name":"GoaOn","avatar":"https://static.tigerbbs.com/c41bfb0b74d5d9d2f6a9ec08f3a8cb42","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3579141850161287","authorIdStr":"3579141850161287"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957857838","repostId":"9954517204","repostType":1,"repost":{"id":9954517204,"gmtCreate":1676463075908,"gmtModify":1676463094614,"author":{"id":"4106547232749330","authorId":"4106547232749330","name":"Tiger_SG","avatar":"https://community-static.tradeup.com/news/9eb57a835b72d997d1941fb6605d80a4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106547232749330","authorIdStr":"4106547232749330"},"themes":[],"title":"[Reward] How Will SG 2023 Budget Impact on Your Life and Investing?","htmlText":"Welcome&nbsp;to&nbsp;READ&nbsp;the&nbsp;full&nbsp;PDF&nbsp;of&nbsp;<a href=\"https://www.mof.gov.sg/docs/librariesprovider3/budget2023/download/pdf/fy2023_budget_booklet_english.pdf\" target=\"_blank\">Singarpore&nbsp;2023&nbsp;Budget&nbsp;Booklet.</a>Singapore&nbsp;Finance Minister Lawrence Wong said the government will increase handouts(&nbsp;S$104 billion ($78.4 billion&nbsp;spending plan) to citizens to help offset a higher goods and services tax and rising living costs. On the other hand, taxes were raised on higher-value property, multinational firms, and luxury cars.Below&nbsp;are&nbsp;some&nbsp;Industry&nbsp;and&nbsp;SG&nbsp;stocks&nbsp;winners&nbsp;that&nbsp;may&nbsp;benefit&nbsp;from&nbsp;the&nbsp;new&nbsp;budget&nbsp;measurements.Welcome&nbsp;Tigers&nbsp;to&nbsp;reply&nbsp;to&nbsp;t","listText":"Welcome&nbsp;to&nbsp;READ&nbsp;the&nbsp;full&nbsp;PDF&nbsp;of&nbsp;<a href=\"https://www.mof.gov.sg/docs/librariesprovider3/budget2023/download/pdf/fy2023_budget_booklet_english.pdf\" target=\"_blank\">Singarpore&nbsp;2023&nbsp;Budget&nbsp;Booklet.</a>Singapore&nbsp;Finance Minister Lawrence Wong said the government will increase handouts(&nbsp;S$104 billion ($78.4 billion&nbsp;spending plan) to citizens to help offset a higher goods and services tax and rising living costs. On the other hand, taxes were raised on higher-value property, multinational firms, and luxury cars.Below&nbsp;are&nbsp;some&nbsp;Industry&nbsp;and&nbsp;SG&nbsp;stocks&nbsp;winners&nbsp;that&nbsp;may&nbsp;benefit&nbsp;from&nbsp;the&nbsp;new&nbsp;budget&nbsp;measurements.Welcome&nbsp;Tigers&nbsp;to&nbsp;reply&nbsp;to&nbsp;t","text":"Welcome to READ the full PDF of Singarpore 2023 Budget Booklet.Singapore Finance Minister Lawrence Wong said the government will increase handouts( S$104 billion ($78.4 billion spending plan) to citizens to help offset a higher goods and services tax and rising living costs. On the other hand, taxes were raised on higher-value property, multinational firms, and luxury cars.Below are some Industry and SG stocks winners that may benefit from the new budget measurements.Welcome Tigers to reply to t","images":[{"img":"https://community-static.tradeup.com/news/a67c954a87f90252a4fb3df5008911d7","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9954517204","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":374,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9928881829,"gmtCreate":1671240783161,"gmtModify":1676538513879,"author":{"id":"3579141850161287","authorId":"3579141850161287","name":"GoaOn","avatar":"https://static.tigerbbs.com/c41bfb0b74d5d9d2f6a9ec08f3a8cb42","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3579141850161287","authorIdStr":"3579141850161287"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a><v-v 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data-views=\"0\"></v-v>","text":"$NVIDIA Corp(NVDA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9923935495","isVote":1,"tweetType":1,"viewCount":154,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9929038325,"gmtCreate":1670558780268,"gmtModify":1676538393922,"author":{"id":"3579141850161287","authorId":"3579141850161287","name":"GoaOn","avatar":"https://static.tigerbbs.com/c41bfb0b74d5d9d2f6a9ec08f3a8cb42","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3579141850161287","authorIdStr":"3579141850161287"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v>","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v>","text":"$Tesla Motors(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9929038325","isVote":1,"tweetType":1,"viewCount":91,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9920398929,"gmtCreate":1670428509562,"gmtModify":1676538366220,"author":{"id":"3579141850161287","authorId":"3579141850161287","name":"GoaOn","avatar":"https://static.tigerbbs.com/c41bfb0b74d5d9d2f6a9ec08f3a8cb42","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3579141850161287","authorIdStr":"3579141850161287"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$&nbsp;</a><v-v data-views=\"0\"></v-v>","listText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$&nbsp;</a><v-v data-views=\"0\"></v-v>","text":"$NIO Inc.(NIO)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9920398929","isVote":1,"tweetType":1,"viewCount":251,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9964523026,"gmtCreate":1670192358666,"gmtModify":1676538315080,"author":{"id":"3579141850161287","authorId":"3579141850161287","name":"GoaOn","avatar":"https://static.tigerbbs.com/c41bfb0b74d5d9d2f6a9ec08f3a8cb42","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3579141850161287","authorIdStr":"3579141850161287"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/STI.SI\">$Straits Times Index(STI.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/STI.SI\">$Straits Times Index(STI.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$Straits Times 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data-views=\"1\"></v-v>","text":"$Intel(INTC)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9964982142","isVote":1,"tweetType":1,"viewCount":141,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9965658433,"gmtCreate":1669948209322,"gmtModify":1676538276122,"author":{"id":"3579141850161287","authorId":"3579141850161287","name":"GoaOn","avatar":"https://static.tigerbbs.com/c41bfb0b74d5d9d2f6a9ec08f3a8cb42","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3579141850161287","authorIdStr":"3579141850161287"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BN4.SI\">$KEPPEL CORPORATION LIMITED(BN4.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/BN4.SI\">$KEPPEL CORPORATION LIMITED(BN4.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$KEPPEL CORPORATION LIMITED(BN4.SI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9965658433","isVote":1,"tweetType":1,"viewCount":243,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9093004242,"gmtCreate":1643442294910,"gmtModify":1676533821692,"author":{"id":"3579141850161287","authorId":"3579141850161287","name":"GoaOn","avatar":"https://static.tigerbbs.com/c41bfb0b74d5d9d2f6a9ec08f3a8cb42","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3579141850161287","idStr":"3579141850161287"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SOFI\">$SoFi Technologies Inc.(SOFI)$</a>buy?","listText":"<a href=\"https://ttm.financial/S/SOFI\">$SoFi Technologies Inc.(SOFI)$</a>buy?","text":"$SoFi Technologies Inc.(SOFI)$buy?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":17,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9093004242","isVote":1,"tweetType":1,"viewCount":1015,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":371880480,"gmtCreate":1618926773240,"gmtModify":1704717005128,"author":{"id":"3579141850161287","authorId":"3579141850161287","name":"GoaOn","avatar":"https://static.tigerbbs.com/c41bfb0b74d5d9d2f6a9ec08f3a8cb42","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3579141850161287","idStr":"3579141850161287"},"themes":[],"htmlText":"Bullish on&nbsp;AMD","listText":"Bullish on&nbsp;AMD","text":"Bullish on AMD","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/371880480","repostId":"2128849448","repostType":2,"repost":{"id":"2128849448","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":1618923179,"share":"https://ttm.financial/m/news/2128849448?lang=&edition=fundamental","pubTime":"2021-04-20 20:52","market":"us","language":"en","title":"US STOCKS-Wall St headed for lower open as focus turns to tech earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=2128849448","media":"Reuters","summary":"(For a Reuters live blog on U.S., UK and European stock markets, click LIVE/ or type LIVE/ in a news","content":"<html><body><p>(For a Reuters live blog on U.S., UK and European stock markets, click LIVE/ or type LIVE/ in a news window.)</p><p>   * Nike falls as Citi moves to sidelines</p><p>   * Tobacco cos fall on report over U.S. plan to limit nicotine</p><p>   * Futures: Dow and Nasdaq drop 0.47%, S&amp;P down 0.49%</p><p> (Adds comment, details; updates prices)</p><p>   By Shivani Kumaresan</p><p>   April 20 (Reuters) - Futures pointed to a lower open for Wall Street's main indexes on Tuesday as investors banked on results from Netflix and other major technology-related companies this week to sustain the positive start to the earnings season.</p><p>   Streaming service provider Netflix   , which thrived during last year's lockdowns, will be the first among the so called FAANG group to report quarterly numbers. Its shares slipped about 0.3% in pre-market trading, ahead of its results after markets close.</p><p>   International Business Machines Corp    rose 2.7% as it recorded the biggest rise in quarterly sales in more than two years, boosted by its bets on the high-margin cloud computing business.  </p><p>   Chipmaker Intel Corp    is slated to report results on Thursday.</p><p>   \"We are getting a little bit of weakness ... even though the earnings and economic data is good,\" said Ryan Detrick, senior market strategist at LPL Financial in Charlotte, North Carolina.</p><p>   \"The underlying fundamentals are extremely strong and it wouldn't be overly concerning after the rally we have seen in the past 13 months for the market to catch its breath a little bit more in the face of strong earnings.\"</p><p>   After blockbuster earnings from major U.S. banks last week, analysts expect first-quarter profit for overall S&amp;P 500 firms to jump 30.9% from a year earlier, according to Refinitiv IBES data.</p><p>   A pullback in longer-dated bond yields from 14-month highs has eased worries over higher borrowing costs, reviving demand for richly valued technology stocks.   </p><p>   Also, a string of robust economic data and expectations of a strong rebound in corporate earnings helped the S&amp;P 500 and the Dow to hit record highs last week. </p><p>   At 08:32 a.m. ET, Dow E-minis    were down 154 points, or 0.45%, S&amp;P 500 E-minis    were down 18 points, or 0.43% and Nasdaq 100 E-minis    were down 48.75 points, or 0.35%.</p><p>   Tobacco companies, including Altria Group    and Philip Morris   , fell as much as 4.2% after the Wall Street Journal reported that the Biden administration is considering a rule that would limit nicotine or ban menthol in cigarettes.</p><p>   Abbott Laboratories    fell 3%, despite posting a three-fold jump in quarterly profit.   </p><p>   Nike Inc    dropped about 1.6% after Citigroup lowered its rating on the company's shares to \"neutral\" from \"buy\".</p><p> (Reporting by Shivani Kumaresan and Medha Singh in Bengaluru; Editing by Sriraj Kalluvila)</p><p>((Shivani.Kumaresan@thomsonreuters.com; +1 646 223 8780;))</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>US STOCKS-Wall St headed for lower open as focus turns to tech earnings</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 STOCKS-Wall St headed for lower open as focus turns to tech earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-04-20 20:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>(For a Reuters live blog on U.S., UK and European stock markets, click LIVE/ or type LIVE/ in a news window.)</p><p>   * Nike falls as Citi moves to sidelines</p><p>   * Tobacco cos fall on report over U.S. plan to limit nicotine</p><p>   * Futures: Dow and Nasdaq drop 0.47%, S&amp;P down 0.49%</p><p> (Adds comment, details; updates prices)</p><p>   By Shivani Kumaresan</p><p>   April 20 (Reuters) - Futures pointed to a lower open for Wall Street's main indexes on Tuesday as investors banked on results from Netflix and other major technology-related companies this week to sustain the positive start to the earnings season.</p><p>   Streaming service provider Netflix   , which thrived during last year's lockdowns, will be the first among the so called FAANG group to report quarterly numbers. Its shares slipped about 0.3% in pre-market trading, ahead of its results after markets close.</p><p>   International Business Machines Corp    rose 2.7% as it recorded the biggest rise in quarterly sales in more than two years, boosted by its bets on the high-margin cloud computing business.  </p><p>   Chipmaker Intel Corp    is slated to report results on Thursday.</p><p>   \"We are getting a little bit of weakness ... even though the earnings and economic data is good,\" said Ryan Detrick, senior market strategist at LPL Financial in Charlotte, North Carolina.</p><p>   \"The underlying fundamentals are extremely strong and it wouldn't be overly concerning after the rally we have seen in the past 13 months for the market to catch its breath a little bit more in the face of strong earnings.\"</p><p>   After blockbuster earnings from major U.S. banks last week, analysts expect first-quarter profit for overall S&amp;P 500 firms to jump 30.9% from a year earlier, according to Refinitiv IBES data.</p><p>   A pullback in longer-dated bond yields from 14-month highs has eased worries over higher borrowing costs, reviving demand for richly valued technology stocks.   </p><p>   Also, a string of robust economic data and expectations of a strong rebound in corporate earnings helped the S&amp;P 500 and the Dow to hit record highs last week. </p><p>   At 08:32 a.m. ET, Dow E-minis    were down 154 points, or 0.45%, S&amp;P 500 E-minis    were down 18 points, or 0.43% and Nasdaq 100 E-minis    were down 48.75 points, or 0.35%.</p><p>   Tobacco companies, including Altria Group    and Philip Morris   , fell as much as 4.2% after the Wall Street Journal reported that the Biden administration is considering a rule that would limit nicotine or ban menthol in cigarettes.</p><p>   Abbott Laboratories    fell 3%, despite posting a three-fold jump in quarterly profit.   </p><p>   Nike Inc    dropped about 1.6% after Citigroup lowered its rating on the company's shares to \"neutral\" from \"buy\".</p><p> (Reporting by Shivani Kumaresan and Medha Singh in Bengaluru; Editing by Sriraj Kalluvila)</p><p>((Shivani.Kumaresan@thomsonreuters.com; +1 646 223 8780;))</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"http://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2128849448","content_text":"(For a Reuters live blog on U.S., UK and European stock markets, click LIVE/ or type LIVE/ in a news window.)   * Nike falls as Citi moves to sidelines   * Tobacco cos fall on report over U.S. plan to limit nicotine   * Futures: Dow and Nasdaq drop 0.47%, S&P down 0.49% (Adds comment, details; updates prices)   By Shivani Kumaresan   April 20 (Reuters) - Futures pointed to a lower open for Wall Street's main indexes on Tuesday as investors banked on results from Netflix and other major technology-related companies this week to sustain the positive start to the earnings season.   Streaming service provider Netflix   , which thrived during last year's lockdowns, will be the first among the so called FAANG group to report quarterly numbers. Its shares slipped about 0.3% in pre-market trading, ahead of its results after markets close.   International Business Machines Corp    rose 2.7% as it recorded the biggest rise in quarterly sales in more than two years, boosted by its bets on the high-margin cloud computing business.     Chipmaker Intel Corp    is slated to report results on Thursday.   \"We are getting a little bit of weakness ... even though the earnings and economic data is good,\" said Ryan Detrick, senior market strategist at LPL Financial in Charlotte, North Carolina.   \"The underlying fundamentals are extremely strong and it wouldn't be overly concerning after the rally we have seen in the past 13 months for the market to catch its breath a little bit more in the face of strong earnings.\"   After blockbuster earnings from major U.S. banks last week, analysts expect first-quarter profit for overall S&P 500 firms to jump 30.9% from a year earlier, according to Refinitiv IBES data.   A pullback in longer-dated bond yields from 14-month highs has eased worries over higher borrowing costs, reviving demand for richly valued technology stocks.      Also, a string of robust economic data and expectations of a strong rebound in corporate earnings helped the S&P 500 and the Dow to hit record highs last week.    At 08:32 a.m. ET, Dow E-minis    were down 154 points, or 0.45%, S&P 500 E-minis    were down 18 points, or 0.43% and Nasdaq 100 E-minis    were down 48.75 points, or 0.35%.   Tobacco companies, including Altria Group    and Philip Morris   , fell as much as 4.2% after the Wall Street Journal reported that the Biden administration is considering a rule that would limit nicotine or ban menthol in cigarettes.   Abbott Laboratories    fell 3%, despite posting a three-fold jump in quarterly profit.      Nike Inc    dropped about 1.6% after Citigroup lowered its rating on the company's shares to \"neutral\" from \"buy\". (Reporting by Shivani Kumaresan and Medha Singh in Bengaluru; Editing by Sriraj Kalluvila)((Shivani.Kumaresan@thomsonreuters.com; +1 646 223 8780;))","news_type":1},"isVote":1,"tweetType":1,"viewCount":427,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3558680293731120","authorId":"3558680293731120","name":"Alicia Ling","avatar":"https://static.tigerbbs.com/ca35384a8589b2187095e5d2d4706a00","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"3558680293731120","idStr":"3558680293731120"},"content":"RSI & MACD show it not bottom yet, what price you think is the support level?","text":"RSI & MACD show it not bottom yet, what price you think is the support level?","html":"RSI & MACD show it not bottom yet, what price you think is the support level?"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":357545521,"gmtCreate":1617286981163,"gmtModify":1704698373603,"author":{"id":"3579141850161287","authorId":"3579141850161287","name":"GoaOn","avatar":"https://static.tigerbbs.com/c41bfb0b74d5d9d2f6a9ec08f3a8cb42","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3579141850161287","idStr":"3579141850161287"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/357545521","repostId":"1154852748","repostType":4,"isVote":1,"tweetType":1,"viewCount":21,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":158133748,"gmtCreate":1625134972184,"gmtModify":1703736839105,"author":{"id":"3579141850161287","authorId":"3579141850161287","name":"GoaOn","avatar":"https://static.tigerbbs.com/c41bfb0b74d5d9d2f6a9ec08f3a8cb42","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3579141850161287","idStr":"3579141850161287"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/158133748","repostId":"1113357649","repostType":4,"repost":{"id":"1113357649","kind":"news","pubTimestamp":1625133776,"share":"https://ttm.financial/m/news/1113357649?lang=&edition=fundamental","pubTime":"2021-07-01 18:02","market":"us","language":"en","title":"Amazon: Undervalued With Potential Upside Of 25%","url":"https://stock-news.laohu8.com/highlight/detail?id=1113357649","media":"seekingalpha","summary":"Amazon is a unique and growing company that uses its disruptive platform to disrupt any new business it enters.I initiate Amazon with a bullish rating and a fair value of $3576/share .The company's improving top line and bottom line performance  suggests that the stock is currently undervalued by 3.9%.Amazon, a $1.74 trillion company. This is the current market capitalization  of the company and this implies that it is currently 15.18% away from being a $2 trillion company, not bad no?I initiate","content":"<p><b>Summary</b></p>\n<ul>\n <li>Amazon is a unique and growing company that uses its disruptive platform to disrupt any new business it enters.</li>\n <li>I initiate Amazon with a bullish rating and a fair value of $3576/share (vs. the current price of $3443/share).</li>\n <li>The company's improving top line and bottom line performance (which is expected to continue) suggests that the stock is currently undervalued by 3.9%.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/51ce52baed5afae04a384059297465d3\" tg-width=\"1536\" tg-height=\"1024\"><span>Daria Nipot/iStock Editorial via Getty Images</span></p>\n<p><b>Company Overview</b></p>\n<p>Amazon(NASDAQ:AMZN), a $1.74 trillion company. This is the current market capitalization (as of 06/29/2021) of the company and this implies that it is currently 15.18% away from being a $2 trillion company, not bad no?</p>\n<p>Amazon is a unique and growing company that uses its disruptive platform to disrupt any new business it enters. For example, when Amazon announced the acquisition of Whole Foods, Walmart(NYSE:WMT), Kroger(NYSE:KR), Target(NYSE:TGT)took a&nbsp;nice hit&nbsp;in market value. I believe that the company will be able to keep delivering strong top line growth and continued growth in margins, fueled not only by the company's current business expansion but also by entering into new markets and new businesses.</p>\n<p><b>Company Analysis</b></p>\n<p>I initiate Amazon with a bullish rating and a fair value of $3576/share (vs. the current price of $3443/share). The FV is an algorithm-adjusted fair value (the algorithm takes into account fundamental and technical factors, such as DCF FV, momentum, etc.) and it implies that the stock is undervalued by 3.9%.</p>\n<p>To compute the DCF FV, I used the trailing twelve-month numbers and I also restated the financials since I capitalized on R&amp;D expenses with an amortizable life of 3 years. As&nbsp;with Apple(NASDAQ:AAPL), I don't believe that Amazon's R&amp;D is an operating expense, and for this reason, I treat it as CapEx. By taking into account the R&amp;D, the following metrics have been restated (all numbers in $mm).</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bb427d462596db1e1cb1ffc99acc90e4\" tg-width=\"571\" tg-height=\"240\"><span>Source:Author's estimates using data from the latest 10-K report</span></p>\n<p>Capitalizing on R&amp;D expenses, we have now a more clear picture of the company (i.e. the restated operating margin is now 9.03% TTM vs the non-restated operating margin is 6.63% TTM).</p>\n<p><b>Discounted Cash Flow Model</b></p>\n<p>Now, let's turn to the discounted cash flow valuation part. Below, you can see the results with the relative assumptions I have made.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e215b21ca0b3be5a5e0e7b62e36fb5f\" tg-width=\"640\" tg-height=\"268\"><span>Source:Author's estimates using data from the latest 10-K report</span></p>\n<p>In my DCF model, I assume a revenue growth for the Y1 of 21.2%, a CAGR Y2-Y5 of 15% and I assume a terminal year growth rate of 1.48% (or the current yield on 10Y Treasury). The decision of using the current and not expected yield is due to the willingness to remain market neutral (perhaps you can use&nbsp;Goldman Sachs expectations&nbsp;of 1.9%). The current assumptions lead to revenues of $1,253,844 million in Y10.</p>\n<p>Along the road, I also assume an improving outlook for operating margins with the target operating margin of 13.2% (vs current restated operating margin of 9.03%). If the company will be able to meet this target, it will result in operating margins in Y10 of $163,097 million.</p>\n<p>Finally, in doing my estimates, I used a WACC of 5.75% and a sales to capital ratio (or how much the company is going to reinvest to keep its business growing) of 2.95.</p>\n<p>By putting it together, I obtain a DCF value of $3328/share.</p>\n<p><b>Monte Carlo Simulation</b></p>\n<p>Rather than showing you only my point estimates, which may be right but also may be wrong, let's use probability distributions for inputs. Simulations allow us to assess the impact of continuous risk (e.g., changes in operating margins). In particular, I would like to focus on what I consider the main inputs of interest to get a bigger picture of the risk in the company. Those inputs are:</p>\n<p><i>1. Revenue Growth:</i></p>\n<p>In my DCF analysis, I assumed an expected CAGR Y2-Y5 of 15% with lower rates going forward. This assumption lead to revenues in Y10 of $1,253,844 million. While it is a reasonable assumption, Amazon is full of surprises, and it may deliver a top line growth well above my expectations. In the latter, I see a possible scenario with a CAGR Y2-Y5 of 24%, resulting in Y10 revenues of $1,989,952 million. However, we all know that regulators represent a big risk for the company. According to&nbsp;WSJ sources, if the \"giant-tech bill\" will pass, the company may be forced to either split into two companies or spin off its private-label product businesses. This represents a big risk that may slow down Amazon's growth, which could translate into a growth rate of 6% (resulting in Y10 revenues of $764,723 million). To sum up, I will assume a uniform distribution with a maximum of 24% and a minimum of 6%. The results are displayed below (this simulation and the next one have been performed 10,000 times).</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/893dff753c8ca210759feb31b3966a5c\" tg-width=\"640\" tg-height=\"235\"><span>Source:Author's estimates</span></p>\n<p><i>2. Operating Margin</i>:</p>\n<p>Currently, Amazon has a restated operating margin of 9.03% TTM (vs not restated EBIT margin of 6.83%). In my DCF, I assumed a target operating margin of 13.2%. While this represents my most likely scenario for the company, I cannot close my eyes to the fact that, even if the company is improving its margins, it is following a very slow climb. Below, I display the non-restated EBIT margin for the last 5 years.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6d66fcb05f4254b15de278f016121ffa\" tg-width=\"640\" tg-height=\"221\"><span>Source:SeekingAlpha.com</span></p>\n<p>However, as I stated at the beginning, Amazon is a disruptive company with the ability to do extraordinary things. For instance, AWS presents a current operating margin of 30% TTM and a revenue growth rate of 29.53% in 2020. A trend which is expected to continue, driven by improving outlook and with new partners joining the party. The last to join the party are Ferrari(NYSE:RACE)and Swisscom(OTCPK:SWZCF)who have chosen AWS as their&nbsp;preferred cloud partner.</p>\n<p>In 2020,according to Gartner, AWS generated revenue 2 times bigger than Microsoft(NASDAQ:MSFT). As stated by Gartner:</p>\n<blockquote>\n <i>The worldwide</i>&nbsp;\n <i>infrastructure as a service(IaaS) market grew 40.7% in 2020 to total $64.3 billion, up from $45.7 billion in 2019, according to Gartner, Inc. Amazon retained the No. 1 position in the IaaS market in 2020, followed by Microsoft, Alibaba, Google and Huawei... Amazon continued to lead the worldwide IaaS market with $26.2 billion of revenue in 2020 and 41% market share.</i>\n</blockquote>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ac00a17cbbd930ad6464a63f6d4f98eb\" tg-width=\"640\" tg-height=\"388\"><span>Source:Gartner.com</span></p>\n<p>Finally, to account for my concerns and beliefs, I will assume a triangular distribution with the following limits: the likeliest target operating margin of 13.2%, a maximum of 18.4%, and a minimum of 8% (close to the current company's EBIT margin). The results are displayed below.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/054e2db392be500768de741516186013\" tg-width=\"640\" tg-height=\"237\"><span>Source:Author's estimates</span></p>\n<p><i>3. Cost of Capital:</i></p>\n<p>The last input of interest is the cost of capital. In doing my analysis, I estimated a cost of capital of 5.8% (with the current 10Y rate of 1.48 and an implied ERP of 4.54%). However, I may be wrong due to sector risk estimates or changes in the business mix (or both). To account for the possibility that I made some mistakes along the road, I will rely on a lognormal distribution with the most likely scenario of 5.8%. The results of the simulation are displayed below.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a7d51740fa35eb9aedbc58c4c49d96eb\" tg-width=\"640\" tg-height=\"235\"><span>Source:Author's estimates</span></p>\n<p>By putting all of this together, the simulations return the following results.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/139c89300706eab1e37dd1c992286d31\" tg-width=\"640\" tg-height=\"222\"><span>Source:Author's estimates</span></p>\n<p>For completeness, I also display below the relative and cumulative frequency of the simulation.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/af7a908e21b8678a775a3e1742161a7d\" tg-width=\"573\" tg-height=\"644\"><span>Source:Author's estimates</span></p>\n<p>By looking at the results, we can see that the 50th percentile or the median is equal to $3274, close to the expected DCF FV of $3328. While the algorithm-adjusted FV of $3576 is the 60th percentile in my simulations (note also the long right tail).</p>\n<p>Finally, simulation results give us an interesting insight into a potential exit point. I believe that an interesting take profit point may be within the 80th percentile, which implies a potential upside of 24.89%. Why within the 80th percentile? I believe that, after reaching the $2.0 trillion company status, we will see the last climb of euphoria before investors start to take profits.</p>\n<p><b>Final Thoughts</b></p>\n<p>Both the algorithm-adjusted fair value and the Monte Carlo simulation suggest and support the bullish rating. The results found suggest that the stock is currently undervalued and that the company has still more room to go. What may drive the price to go higher? Well, there are different factors that may drive it. One of those is for sure corporate news. For instance, the company may introduce new products or announce a stock split (For the latter, I think this is unlikely, at least not now). However, don't forget also the other side, the risks. There are many risks associated with being invested in the company, one of those is represented by antitrust and regulators.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Amazon: Undervalued With Potential Upside Of 25%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAmazon: Undervalued With Potential Upside Of 25%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-01 18:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4437291-amazon-stock-amzn-undervalued-with-potential-upside-of-25-percent><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nAmazon is a unique and growing company that uses its disruptive platform to disrupt any new business it enters.\nI initiate Amazon with a bullish rating and a fair value of $3576/share (vs. ...</p>\n\n<a href=\"https://seekingalpha.com/article/4437291-amazon-stock-amzn-undervalued-with-potential-upside-of-25-percent\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://seekingalpha.com/article/4437291-amazon-stock-amzn-undervalued-with-potential-upside-of-25-percent","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113357649","content_text":"Summary\n\nAmazon is a unique and growing company that uses its disruptive platform to disrupt any new business it enters.\nI initiate Amazon with a bullish rating and a fair value of $3576/share (vs. the current price of $3443/share).\nThe company's improving top line and bottom line performance (which is expected to continue) suggests that the stock is currently undervalued by 3.9%.\n\nDaria Nipot/iStock Editorial via Getty Images\nCompany Overview\nAmazon(NASDAQ:AMZN), a $1.74 trillion company. This is the current market capitalization (as of 06/29/2021) of the company and this implies that it is currently 15.18% away from being a $2 trillion company, not bad no?\nAmazon is a unique and growing company that uses its disruptive platform to disrupt any new business it enters. For example, when Amazon announced the acquisition of Whole Foods, Walmart(NYSE:WMT), Kroger(NYSE:KR), Target(NYSE:TGT)took a nice hit in market value. I believe that the company will be able to keep delivering strong top line growth and continued growth in margins, fueled not only by the company's current business expansion but also by entering into new markets and new businesses.\nCompany Analysis\nI initiate Amazon with a bullish rating and a fair value of $3576/share (vs. the current price of $3443/share). The FV is an algorithm-adjusted fair value (the algorithm takes into account fundamental and technical factors, such as DCF FV, momentum, etc.) and it implies that the stock is undervalued by 3.9%.\nTo compute the DCF FV, I used the trailing twelve-month numbers and I also restated the financials since I capitalized on R&D expenses with an amortizable life of 3 years. As with Apple(NASDAQ:AAPL), I don't believe that Amazon's R&D is an operating expense, and for this reason, I treat it as CapEx. By taking into account the R&D, the following metrics have been restated (all numbers in $mm).\nSource:Author's estimates using data from the latest 10-K report\nCapitalizing on R&D expenses, we have now a more clear picture of the company (i.e. the restated operating margin is now 9.03% TTM vs the non-restated operating margin is 6.63% TTM).\nDiscounted Cash Flow Model\nNow, let's turn to the discounted cash flow valuation part. Below, you can see the results with the relative assumptions I have made.\nSource:Author's estimates using data from the latest 10-K report\nIn my DCF model, I assume a revenue growth for the Y1 of 21.2%, a CAGR Y2-Y5 of 15% and I assume a terminal year growth rate of 1.48% (or the current yield on 10Y Treasury). The decision of using the current and not expected yield is due to the willingness to remain market neutral (perhaps you can use Goldman Sachs expectations of 1.9%). The current assumptions lead to revenues of $1,253,844 million in Y10.\nAlong the road, I also assume an improving outlook for operating margins with the target operating margin of 13.2% (vs current restated operating margin of 9.03%). If the company will be able to meet this target, it will result in operating margins in Y10 of $163,097 million.\nFinally, in doing my estimates, I used a WACC of 5.75% and a sales to capital ratio (or how much the company is going to reinvest to keep its business growing) of 2.95.\nBy putting it together, I obtain a DCF value of $3328/share.\nMonte Carlo Simulation\nRather than showing you only my point estimates, which may be right but also may be wrong, let's use probability distributions for inputs. Simulations allow us to assess the impact of continuous risk (e.g., changes in operating margins). In particular, I would like to focus on what I consider the main inputs of interest to get a bigger picture of the risk in the company. Those inputs are:\n1. Revenue Growth:\nIn my DCF analysis, I assumed an expected CAGR Y2-Y5 of 15% with lower rates going forward. This assumption lead to revenues in Y10 of $1,253,844 million. While it is a reasonable assumption, Amazon is full of surprises, and it may deliver a top line growth well above my expectations. In the latter, I see a possible scenario with a CAGR Y2-Y5 of 24%, resulting in Y10 revenues of $1,989,952 million. However, we all know that regulators represent a big risk for the company. According to WSJ sources, if the \"giant-tech bill\" will pass, the company may be forced to either split into two companies or spin off its private-label product businesses. This represents a big risk that may slow down Amazon's growth, which could translate into a growth rate of 6% (resulting in Y10 revenues of $764,723 million). To sum up, I will assume a uniform distribution with a maximum of 24% and a minimum of 6%. The results are displayed below (this simulation and the next one have been performed 10,000 times).\nSource:Author's estimates\n2. Operating Margin:\nCurrently, Amazon has a restated operating margin of 9.03% TTM (vs not restated EBIT margin of 6.83%). In my DCF, I assumed a target operating margin of 13.2%. While this represents my most likely scenario for the company, I cannot close my eyes to the fact that, even if the company is improving its margins, it is following a very slow climb. Below, I display the non-restated EBIT margin for the last 5 years.\nSource:SeekingAlpha.com\nHowever, as I stated at the beginning, Amazon is a disruptive company with the ability to do extraordinary things. For instance, AWS presents a current operating margin of 30% TTM and a revenue growth rate of 29.53% in 2020. A trend which is expected to continue, driven by improving outlook and with new partners joining the party. The last to join the party are Ferrari(NYSE:RACE)and Swisscom(OTCPK:SWZCF)who have chosen AWS as their preferred cloud partner.\nIn 2020,according to Gartner, AWS generated revenue 2 times bigger than Microsoft(NASDAQ:MSFT). As stated by Gartner:\n\nThe worldwide \n infrastructure as a service(IaaS) market grew 40.7% in 2020 to total $64.3 billion, up from $45.7 billion in 2019, according to Gartner, Inc. Amazon retained the No. 1 position in the IaaS market in 2020, followed by Microsoft, Alibaba, Google and Huawei... Amazon continued to lead the worldwide IaaS market with $26.2 billion of revenue in 2020 and 41% market share.\n\nSource:Gartner.com\nFinally, to account for my concerns and beliefs, I will assume a triangular distribution with the following limits: the likeliest target operating margin of 13.2%, a maximum of 18.4%, and a minimum of 8% (close to the current company's EBIT margin). The results are displayed below.\nSource:Author's estimates\n3. Cost of Capital:\nThe last input of interest is the cost of capital. In doing my analysis, I estimated a cost of capital of 5.8% (with the current 10Y rate of 1.48 and an implied ERP of 4.54%). However, I may be wrong due to sector risk estimates or changes in the business mix (or both). To account for the possibility that I made some mistakes along the road, I will rely on a lognormal distribution with the most likely scenario of 5.8%. The results of the simulation are displayed below.\nSource:Author's estimates\nBy putting all of this together, the simulations return the following results.\nSource:Author's estimates\nFor completeness, I also display below the relative and cumulative frequency of the simulation.\nSource:Author's estimates\nBy looking at the results, we can see that the 50th percentile or the median is equal to $3274, close to the expected DCF FV of $3328. While the algorithm-adjusted FV of $3576 is the 60th percentile in my simulations (note also the long right tail).\nFinally, simulation results give us an interesting insight into a potential exit point. I believe that an interesting take profit point may be within the 80th percentile, which implies a potential upside of 24.89%. Why within the 80th percentile? I believe that, after reaching the $2.0 trillion company status, we will see the last climb of euphoria before investors start to take profits.\nFinal Thoughts\nBoth the algorithm-adjusted fair value and the Monte Carlo simulation suggest and support the bullish rating. The results found suggest that the stock is currently undervalued and that the company has still more room to go. What may drive the price to go higher? Well, there are different factors that may drive it. One of those is for sure corporate news. For instance, the company may introduce new products or announce a stock split (For the latter, I think this is unlikely, at least not now). However, don't forget also the other side, the risks. There are many risks associated with being invested in the company, one of those is represented by antitrust and regulators.","news_type":1},"isVote":1,"tweetType":1,"viewCount":333,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9913395908,"gmtCreate":1663906469704,"gmtModify":1676537361273,"author":{"id":"3579141850161287","authorId":"3579141850161287","name":"GoaOn","avatar":"https://static.tigerbbs.com/c41bfb0b74d5d9d2f6a9ec08f3a8cb42","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3579141850161287","idStr":"3579141850161287"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BN4.SI\">$KEPPEL CORPORATION LIMITED(BN4.SI)$</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/BN4.SI\">$KEPPEL CORPORATION LIMITED(BN4.SI)$</a><v-v data-views=\"1\"></v-v>","text":"$KEPPEL CORPORATION LIMITED(BN4.SI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/9913395908","isVote":1,"tweetType":1,"viewCount":12,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":163162784,"gmtCreate":1623863146848,"gmtModify":1703821947552,"author":{"id":"3579141850161287","authorId":"3579141850161287","name":"GoaOn","avatar":"https://static.tigerbbs.com/c41bfb0b74d5d9d2f6a9ec08f3a8cb42","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3579141850161287","idStr":"3579141850161287"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/163162784","repostId":"169213146","repostType":1,"repost":{"id":169213146,"gmtCreate":1623837401485,"gmtModify":1703820937631,"author":{"id":"3503452965237041","authorId":"3503452965237041","name":"美股研究社","avatar":"https://static.tigerbbs.com/a239c7906133df1f3817d0746a8a0ba1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3503452965237041","idStr":"3503452965237041"},"themes":[],"title":"傳京東抖音合作將延伸海外，準備攜手開拓歐洲市場","htmlText":"美股研究社消息，據美港電訊APP 報道，有媒體報道稱，<a target=\"_blank\" href=\"https://laohu8.com/S/JD\">$京東(JD)$</a>&nbsp;與抖音的200億元GMV年框協議已經落地，雙方合作模式，或將延伸至海外市場。目前京東和抖音海外版TikTok正在祕密接洽，準備攜手開拓歐洲市場。 本文來源：美股研究社，轉載請註明版權","listText":"美股研究社消息，據美港電訊APP 報道，有媒體報道稱，<a target=\"_blank\" href=\"https://laohu8.com/S/JD\">$京東(JD)$</a>&nbsp;與抖音的200億元GMV年框協議已經落地，雙方合作模式，或將延伸至海外市場。目前京東和抖音海外版TikTok正在祕密接洽，準備攜手開拓歐洲市場。 本文來源：美股研究社，轉載請註明版權","text":"美股研究社消息，據美港電訊APP 報道，有媒體報道稱，$京東(JD)$ 與抖音的200億元GMV年框協議已經落地，雙方合作模式，或將延伸至海外市場。目前京東和抖音海外版TikTok正在祕密接洽，準備攜手開拓歐洲市場。 本文來源：美股研究社，轉載請註明版權","images":[{"img":"https://static.tigerbbs.com/d0e27b1e7b085d49832a53355a51a9bb","width":"998","height":"666"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/169213146","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":261,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":375009130,"gmtCreate":1619251256420,"gmtModify":1704721857126,"author":{"id":"3579141850161287","authorId":"3579141850161287","name":"GoaOn","avatar":"https://static.tigerbbs.com/c41bfb0b74d5d9d2f6a9ec08f3a8cb42","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3579141850161287","idStr":"3579141850161287"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/375009130","repostId":"1150672819","repostType":4,"repost":{"id":"1150672819","kind":"news","pubTimestamp":1619190781,"share":"https://ttm.financial/m/news/1150672819?lang=&edition=fundamental","pubTime":"2021-04-23 23:13","market":"us","language":"en","title":"Why Car Stocks Aren’t Getting Crushed by the Chip Shortage","url":"https://stock-news.laohu8.com/highlight/detail?id=1150672819","media":"Barrons","summary":"Dreamstime\nWith first quarter results coming in, car and semiconductor companies are commenting on t","content":"<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bd5e5d8436e3b6476fe344f5ede80cd9\" tg-width=\"1260\" tg-height=\"840\"><span>Dreamstime</span></p>\n<p>With first quarter results coming in, car and semiconductor companies are commenting on the microchip shortage which is hampering global auto production. The comments, however, don’t appear to be matching up. While chip makers’ comments are setting off alarms, car makers—whose stocks are mostly off to a great start in 2021—are downplaying the problem.</p>\n<p>A lack of microchips that make modern cars function has resulted in unplanned downtime for many auto makers. Ford Motor (ticker: F), for instance, said it was extending outages&nbsp;at three assembly plants Thursday.Terrence Curtin, CEO of electrical component supplier&nbsp;TE Connectivity&nbsp;(TEL) told<i>Barron’s</i> this week that roughly 1 million cars weren’t built in the first quarter because of the shortage. That is about 5% of global auto output. And General Motors (GM) called the shortage a billion dollar headwind to 2021 operating profits when the company reported fourth quarter numbers earlier this year.</p>\n<p>Auto stocks, however, have been largely unaffected by the issue. GM and Ford shares, for instance, are both up 36% year to date. Parts suppliers TE and BorgWarner (BWA) are up 9% and 28%, respectively. Car dealer Auto Nation (AN) stock is also on fire as well, up about 38% so far in 2021.</p>\n<p>Demand is strong, rebounding from the 2020 pandemic-induced recession. The optimism for higher sales in 2021 and 2022 is trumping any concern about near term disruption. But the disruption might get worse before it gets better and auto investors will have to square that reality with their outlooks as more company report first quarter numbers.</p>\n<p>Ford is set to report earnings April 28. GM follows on May 5. Daimler (DAI.Germany), for its part, reported&nbsp;first quarter numbers Friday. Things still look good. Car sales rose, product mix was favorable and profitability improved. Management doesn’t sound too worried about microchips. “The impact from semiconductor&nbsp;shortage&nbsp;was not very material in the first quarter,” said CFO Harald Wilhelm&nbsp;on an investor call. Second quarter impacts are possible, but “we anticipate to recover part of the lost volumes by the end of the year.”</p>\n<p>Daimler stock is down 1.1% in overseas trading. Year to date, share are up about 28%.</p>\n<p>Stellantis (STLA) CEO Carlos Tavares sounded a little more cautious in an April 15 conference noting that production impacts would extend into the second half of 2021 and that “visibility on the speed at which this is going to be fixed is reasonably low right now.”</p>\n<p>Along with some auto makers,&nbsp;Intel&nbsp;(INTC) and&nbsp;Taiwan Semiconductor Manufacturing&nbsp;(TSM) have also reported first quarter results. Taiwan Semi went first, saying the automotive shortage should be “greatly reduced” by the third quarter of 2021.</p>\n<p>Resolution is good news, but Q3 is a little later than auto companies expected at the beginning of the year. Intel management was a little more cautious on their&nbsp;earnings conference call. They said the shortage might stretch on for longer than investors currently expect. “The industry is now challenged by a&nbsp;shortage&nbsp;of foundry capacity, substrates and components,” commented CEO Patrick Gelsinger&nbsp;Thursday evening. “It will take a couple of years for the ecosystem to make the significant investments to address these&nbsp;shortages.”</p>\n<p>Investors should get ready to hear more about shortages extending deeper into 2021. The stocks won’t get a pass unless companies keep putting up good numbers like Diamler. Auto suppler Gentex (GNTX), for instance, missed&nbsp;first quarter sales estimates because of the shortage. The company reported $484 million in first quarter sales Friday. Wall Street was looking for $491 million. Gentex management estimated that $45 million in sales was lost due to the shortage.</p>\n<p>Gentex shares are down about 1% in early trading. That isn’t a big move, but it is a wobble with the S&amp;P 500 and Dow Jones Industrial Average rising 0.5% and 0.2%, respectively.</p>\n<p>The chip issue isn’t going away. And it will remain a watch item for auto investors, who aren’t use to thinking about foundries and substrates, as Intel’s Gelsinger put it.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Car Stocks Aren’t Getting Crushed by the Chip Shortage</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Car Stocks Aren’t Getting Crushed by the Chip Shortage\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-23 23:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/why-auto-stocks-arent-getting-crushed-by-the-chip-shortage-51619189064?mod=RTA><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Dreamstime\nWith first quarter results coming in, car and semiconductor companies are commenting on the microchip shortage which is hampering global auto production. The comments, however, don’t appear...</p>\n\n<a href=\"https://www.barrons.com/articles/why-auto-stocks-arent-getting-crushed-by-the-chip-shortage-51619189064?mod=RTA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯","GM":"通用汽车","TSLA":"特斯拉",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","F":"福特汽车"},"source_url":"https://www.barrons.com/articles/why-auto-stocks-arent-getting-crushed-by-the-chip-shortage-51619189064?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150672819","content_text":"Dreamstime\nWith first quarter results coming in, car and semiconductor companies are commenting on the microchip shortage which is hampering global auto production. The comments, however, don’t appear to be matching up. While chip makers’ comments are setting off alarms, car makers—whose stocks are mostly off to a great start in 2021—are downplaying the problem.\nA lack of microchips that make modern cars function has resulted in unplanned downtime for many auto makers. Ford Motor (ticker: F), for instance, said it was extending outages at three assembly plants Thursday.Terrence Curtin, CEO of electrical component supplier TE Connectivity (TEL) toldBarron’s this week that roughly 1 million cars weren’t built in the first quarter because of the shortage. That is about 5% of global auto output. And General Motors (GM) called the shortage a billion dollar headwind to 2021 operating profits when the company reported fourth quarter numbers earlier this year.\nAuto stocks, however, have been largely unaffected by the issue. GM and Ford shares, for instance, are both up 36% year to date. Parts suppliers TE and BorgWarner (BWA) are up 9% and 28%, respectively. Car dealer Auto Nation (AN) stock is also on fire as well, up about 38% so far in 2021.\nDemand is strong, rebounding from the 2020 pandemic-induced recession. The optimism for higher sales in 2021 and 2022 is trumping any concern about near term disruption. But the disruption might get worse before it gets better and auto investors will have to square that reality with their outlooks as more company report first quarter numbers.\nFord is set to report earnings April 28. GM follows on May 5. Daimler (DAI.Germany), for its part, reported first quarter numbers Friday. Things still look good. Car sales rose, product mix was favorable and profitability improved. Management doesn’t sound too worried about microchips. “The impact from semiconductor shortage was not very material in the first quarter,” said CFO Harald Wilhelm on an investor call. Second quarter impacts are possible, but “we anticipate to recover part of the lost volumes by the end of the year.”\nDaimler stock is down 1.1% in overseas trading. Year to date, share are up about 28%.\nStellantis (STLA) CEO Carlos Tavares sounded a little more cautious in an April 15 conference noting that production impacts would extend into the second half of 2021 and that “visibility on the speed at which this is going to be fixed is reasonably low right now.”\nAlong with some auto makers, Intel (INTC) and Taiwan Semiconductor Manufacturing (TSM) have also reported first quarter results. Taiwan Semi went first, saying the automotive shortage should be “greatly reduced” by the third quarter of 2021.\nResolution is good news, but Q3 is a little later than auto companies expected at the beginning of the year. Intel management was a little more cautious on their earnings conference call. They said the shortage might stretch on for longer than investors currently expect. “The industry is now challenged by a shortage of foundry capacity, substrates and components,” commented CEO Patrick Gelsinger Thursday evening. “It will take a couple of years for the ecosystem to make the significant investments to address these shortages.”\nInvestors should get ready to hear more about shortages extending deeper into 2021. The stocks won’t get a pass unless companies keep putting up good numbers like Diamler. Auto suppler Gentex (GNTX), for instance, missed first quarter sales estimates because of the shortage. The company reported $484 million in first quarter sales Friday. Wall Street was looking for $491 million. Gentex management estimated that $45 million in sales was lost due to the shortage.\nGentex shares are down about 1% in early trading. That isn’t a big move, but it is a wobble with the S&P 500 and Dow Jones Industrial Average rising 0.5% and 0.2%, respectively.\nThe chip issue isn’t going away. And it will remain a watch item for auto investors, who aren’t use to thinking about foundries and substrates, as Intel’s Gelsinger put it.","news_type":1},"isVote":1,"tweetType":1,"viewCount":213,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":373103791,"gmtCreate":1618827656413,"gmtModify":1704715436241,"author":{"id":"3579141850161287","authorId":"3579141850161287","name":"GoaOn","avatar":"https://static.tigerbbs.com/c41bfb0b74d5d9d2f6a9ec08f3a8cb42","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3579141850161287","idStr":"3579141850161287"},"themes":[],"htmlText":"Good buy?","listText":"Good buy?","text":"Good buy?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/373103791","repostId":"1130788275","repostType":2,"repost":{"id":"1130788275","kind":"news","pubTimestamp":1618477264,"share":"https://ttm.financial/m/news/1130788275?lang=&edition=fundamental","pubTime":"2021-04-15 17:01","market":"us","language":"en","title":"PayPal: Solid Compounder And Cheap","url":"https://stock-news.laohu8.com/highlight/detail?id=1130788275","media":"seekingalpha","summary":"Summary\n\nDespite coming away from a very strong 2020, its 2021 prospects look incredibly enticing.\nP","content":"<p><b>Summary</b></p>\n<ul>\n <li>Despite coming away from a very strong 2020, its 2021 prospects look incredibly enticing.</li>\n <li>PayPal successfully balances revenue growth with an eye towards strong free cash flow generation, with 2021 expected to reach $6 billion.</li>\n <li>Presently, investors are asked to pay just 13x forward sales, which is very cheaply valued for a company with such strong secular tailwinds and a long history of strong execution.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/83f80c1d433b8657fa52ac661162fd55\" tg-width=\"768\" tg-height=\"505\"><span>Photo by Sean Gallup/Getty Images News via Getty Images</span></p>\n<p><b>Investment Thesis</b></p>\n<p>PayPal's (PYPL) stock has lost some momentum over the past couple of months.</p>\n<p>But, as we appraise the company holistically, we are left with a very strong compounding asset that's investing for growth, all the while oozing free cash flow, which is expected to reach $6 billion in 2021. Meanwhile, PayPal continues to rapidly grow its market share of not only digital payments but offline solutions too.</p>\n<p>Paying up 13x forward sales for PayPal is by no stretch an exuberant valuation. This investment is worthwhile considering.</p>\n<p><b>Revenue Growth Rates And Market Sentiment</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f3cf50d657cdef70f35e0b2bd7a05429\" tg-width=\"635\" tg-height=\"419\"><span>Data by YCharts</span></p>\n<p>The past two months, PayPal, together with its peer, Square (SQ), has lost some momentum. Indeed, there's been broad apathy by investors towards growth stocks of late.</p>\n<p>Or perhaps, better said, 2020 delivered such strong gains in tech that investors had become complacent, and enamored with growth narratives and ''digital acceleration'' stories.</p>\n<p>Then, investors started to realize,<i>at last</i>, that tech stocks can't grow to the sky, and there's been a retracement amongst tech stocks.</p>\n<p>Having said all that, I believe that discerning investors may take solace in the fact that investing through a mild tech correction is absolutely the right investment strategy because there's a lot to be excited about PayPal right now:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5dd316f506428376080776cdd9ae2410\" tg-width=\"1245\" tg-height=\"559\"><span>Source: Author's work</span></p>\n<p>As you can see above, pre-COVID, PayPal wasn't much of a growth story, it was more of a steady compounder ticking along in the high teens of revenue growth rates, but not quite consistently clearing the 20s% y/y revenue growth rates (asides from 2017, when its growth rate reached 21% y/y).</p>\n<p>However, 2020 proved to be a terrific year for PayPal, as the company put up a very strong performance demonstrating that it was, evidently, well-positioned to embrace the secular tailwinds that emerged.</p>\n<p>The question that investors have to address, whether these tailwinds are here to stay or will they dwindle back down? And I firmly contend it's the former.</p>\n<p><b>Bullish View: Strong Tailwinds Are Here to Stay</b></p>\n<p>In the past several months, PayPal has made yet another strong push towards facilitating digital payments. Most notably, PayPal is now more focused than ever on in-store payment solutions for merchants.</p>\n<p>What PayPal is attempting to do is grow the reach of its digital wallet,Venmo, so that there's a convergence between the online and offline world. For example, customers can use PayPal's Buy Now Pay Later offering, allowing for a seamless commerce enablement solution.</p>\n<p>Further, as the economy reopens, retailers are being left with the choice of either embracing serving their customers on an omni-basis and optimizing their payment solutions, or being left behind - it's a simple dichotomy.</p>\n<p>Indeed, despite adding&nbsp;73 million new active accounts&nbsp;in 2020, its guidance for the year ahead is for adding a further&nbsp;50 million active&nbsp;accounts in 2021.</p>\n<p>Altogether, this would put PayPal's active accounts well clear of 425 million people. This is important because it's evidence that the pick-up in accounts during 2020 are not churning out to any large extent, and this is obviously highly accretive to PayPal's bottom-line profitability.</p>\n<p>Moreover, as we look further ahead, these extra accounts in 2021 put PayPal ever closer to its 2025 target of having 750 million active accounts.</p>\n<p><b>Valuation - Why This Stock is Cheaply Valued</b></p>\n<p>At the most superficial level, PayPal is being valued at 13x forward sales, and this puts the stock trading level with Square.</p>\n<p>Yes, Square is reporting much stronger growth rates, but we have to keep in mind that a substantial amount of Square's revenue is balanced with&nbsp;equal costs, as the bulk of its revenue is derived from cryptocurrencies.</p>\n<p>Indeed, as you know, Square now has practically stopped discussing its revenue growth rates and has instead opted to navigate shareholders through its&nbsp;gross profits&nbsp;growth story.</p>\n<p>Indeed, I declare that the biggest advantage that PayPal has versus Square is that PayPal is a very strong free cash flow generating company.</p>\n<p>What's more, for 2021, PayPal is guiding for $6 billion of free cash flow, which, on the surface, isn't too cheap, as it implies that its stock is trading for 54x forward this year's free cash flow.</p>\n<p>On the other hand, it's important to keep in mind that PayPal is<i>nowhere near a mature company</i>that's intent on maximizing cash flows. On the contrary, as we've already discussed, PayPal is steadfast in growing and expanding its reach, making digital payments highly efficient.</p>\n<p><b>The Bottom Line</b></p>\n<p>Investors have unjustifiably turned away from PayPal. Investors have seen so many tech stocks move quickly these past couple of months, that they felt compelled towards \"action,\" as if action was in any way commensurate with wealth creation.</p>\n<p>Investors would do well to consider PayPal and sit tight, letting their highly free cash flow-generating asset compound over time.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>PayPal: Solid Compounder And Cheap</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\">\nPayPal: Solid Compounder And Cheap\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-15 17:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4418991-paypal-solid-compounder-and-cheap><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nDespite coming away from a very strong 2020, its 2021 prospects look incredibly enticing.\nPayPal successfully balances revenue growth with an eye towards strong free cash flow generation, ...</p>\n\n<a href=\"https://seekingalpha.com/article/4418991-paypal-solid-compounder-and-cheap\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PYPL":"PayPal"},"source_url":"https://seekingalpha.com/article/4418991-paypal-solid-compounder-and-cheap","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1130788275","content_text":"Summary\n\nDespite coming away from a very strong 2020, its 2021 prospects look incredibly enticing.\nPayPal successfully balances revenue growth with an eye towards strong free cash flow generation, with 2021 expected to reach $6 billion.\nPresently, investors are asked to pay just 13x forward sales, which is very cheaply valued for a company with such strong secular tailwinds and a long history of strong execution.\n\nPhoto by Sean Gallup/Getty Images News via Getty Images\nInvestment Thesis\nPayPal's (PYPL) stock has lost some momentum over the past couple of months.\nBut, as we appraise the company holistically, we are left with a very strong compounding asset that's investing for growth, all the while oozing free cash flow, which is expected to reach $6 billion in 2021. Meanwhile, PayPal continues to rapidly grow its market share of not only digital payments but offline solutions too.\nPaying up 13x forward sales for PayPal is by no stretch an exuberant valuation. This investment is worthwhile considering.\nRevenue Growth Rates And Market Sentiment\nData by YCharts\nThe past two months, PayPal, together with its peer, Square (SQ), has lost some momentum. Indeed, there's been broad apathy by investors towards growth stocks of late.\nOr perhaps, better said, 2020 delivered such strong gains in tech that investors had become complacent, and enamored with growth narratives and ''digital acceleration'' stories.\nThen, investors started to realize,at last, that tech stocks can't grow to the sky, and there's been a retracement amongst tech stocks.\nHaving said all that, I believe that discerning investors may take solace in the fact that investing through a mild tech correction is absolutely the right investment strategy because there's a lot to be excited about PayPal right now:\nSource: Author's work\nAs you can see above, pre-COVID, PayPal wasn't much of a growth story, it was more of a steady compounder ticking along in the high teens of revenue growth rates, but not quite consistently clearing the 20s% y/y revenue growth rates (asides from 2017, when its growth rate reached 21% y/y).\nHowever, 2020 proved to be a terrific year for PayPal, as the company put up a very strong performance demonstrating that it was, evidently, well-positioned to embrace the secular tailwinds that emerged.\nThe question that investors have to address, whether these tailwinds are here to stay or will they dwindle back down? And I firmly contend it's the former.\nBullish View: Strong Tailwinds Are Here to Stay\nIn the past several months, PayPal has made yet another strong push towards facilitating digital payments. Most notably, PayPal is now more focused than ever on in-store payment solutions for merchants.\nWhat PayPal is attempting to do is grow the reach of its digital wallet,Venmo, so that there's a convergence between the online and offline world. For example, customers can use PayPal's Buy Now Pay Later offering, allowing for a seamless commerce enablement solution.\nFurther, as the economy reopens, retailers are being left with the choice of either embracing serving their customers on an omni-basis and optimizing their payment solutions, or being left behind - it's a simple dichotomy.\nIndeed, despite adding 73 million new active accounts in 2020, its guidance for the year ahead is for adding a further 50 million active accounts in 2021.\nAltogether, this would put PayPal's active accounts well clear of 425 million people. This is important because it's evidence that the pick-up in accounts during 2020 are not churning out to any large extent, and this is obviously highly accretive to PayPal's bottom-line profitability.\nMoreover, as we look further ahead, these extra accounts in 2021 put PayPal ever closer to its 2025 target of having 750 million active accounts.\nValuation - Why This Stock is Cheaply Valued\nAt the most superficial level, PayPal is being valued at 13x forward sales, and this puts the stock trading level with Square.\nYes, Square is reporting much stronger growth rates, but we have to keep in mind that a substantial amount of Square's revenue is balanced with equal costs, as the bulk of its revenue is derived from cryptocurrencies.\nIndeed, as you know, Square now has practically stopped discussing its revenue growth rates and has instead opted to navigate shareholders through its gross profits growth story.\nIndeed, I declare that the biggest advantage that PayPal has versus Square is that PayPal is a very strong free cash flow generating company.\nWhat's more, for 2021, PayPal is guiding for $6 billion of free cash flow, which, on the surface, isn't too cheap, as it implies that its stock is trading for 54x forward this year's free cash flow.\nOn the other hand, it's important to keep in mind that PayPal isnowhere near a mature companythat's intent on maximizing cash flows. On the contrary, as we've already discussed, PayPal is steadfast in growing and expanding its reach, making digital payments highly efficient.\nThe Bottom Line\nInvestors have unjustifiably turned away from PayPal. Investors have seen so many tech stocks move quickly these past couple of months, that they felt compelled towards \"action,\" as if action was in any way commensurate with wealth creation.\nInvestors would do well to consider PayPal and sit tight, letting their highly free cash flow-generating asset compound over time.","news_type":1},"isVote":1,"tweetType":1,"viewCount":247,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3558680293731120","authorId":"3558680293731120","name":"Alicia Ling","avatar":"https://static.tigerbbs.com/ca35384a8589b2187095e5d2d4706a00","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"3558680293731120","idStr":"3558680293731120"},"content":"I'm holding a position. I'm bullish","text":"I'm holding a position. I'm bullish","html":"I'm holding a position. I'm bullish"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":379892385,"gmtCreate":1618712910847,"gmtModify":1704714221356,"author":{"id":"3579141850161287","authorId":"3579141850161287","name":"GoaOn","avatar":"https://static.tigerbbs.com/c41bfb0b74d5d9d2f6a9ec08f3a8cb42","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3579141850161287","idStr":"3579141850161287"},"themes":[],"htmlText":"Like &amp; Comment","listText":"Like &amp; Comment","text":"Like & Comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/379892385","repostId":"2128527958","repostType":2,"repost":{"id":"2128527958","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1618678020,"share":"https://ttm.financial/m/news/2128527958?lang=&edition=fundamental","pubTime":"2021-04-18 00:47","market":"hk","language":"en","title":"The semiconductor shortage is here to stay, but it will affect chip companies differently","url":"https://stock-news.laohu8.com/highlight/detail?id=2128527958","media":"Dow Jones","summary":"MW The semiconductor shortage is here to stay, but it will affect chip companies differently\n\n\n  By ","content":"<html><body><font class=\"NormalMinus1\" face=\"Arial\">\n<p>\nMW The semiconductor shortage is here to stay, but it will affect chip companies differently\n</p>\n<p>\n  By Wallace Witkowski \n</p>\n<p>\n  Semiconductors in the age of COVID-19: Extreme demand spike will keep chips in short supply for the foreseeable future, but different types of semis will experience it in different ways \n</p>\n<p>\n  This article is part of a series tracking the effects of the COVID-19 pandemic on major businesses and sectors. For other articles and earlier versions, go here . \n</p>\n<p>\n  A global shortage of semiconductors -- chips that power massive data-centers, modern autos and countless digital devices -- has roiled global manufacturing and is not expected to end soon. It isn't a blanket problem, however, as different sectors within the chip industry will continue to be affected by the shortage in different ways. \n</p>\n<p>\n  As the industry entered 2020, high demand was expected in the mobile chip area because of the rollout of 5G devices. That path was turned on its head when COVID-19 became a global pandemic, driving millions, if not billions, of people into the safety of their homes to work, go to school, be entertained and to socialize. \n</p>\n<p>\n  Demand for chips powering laptops, gaming devices and internet infrastructure skyrocketed, while chip demand for auto and industrial uses plummeted. When the factories that make basic computer components couldn't make them fast enough, already-long customer waiting lists for those factories got even longer. With demand remaining high and little additional chip-making capacity expected in the short term, the shortage is expected to last into at least next year. \n</p>\n<p>\n  Read: Worldwide chip shortage expected to last into next year, and that's good news for semiconductor stocks  \n</p>\n<p>\n  That dynamic has been good for chip stocks. The PHLX Semiconductor Index  has rallied 92% over the past 12 months, when COVID-19 shelter-in-place protocols were just beginning to settle in and people across the world were trying to adapt to the new normal. In comparison, the S&amp;P 500 index  rose 50% over that period, and the tech-heavy Nasdaq Composite Index  gained 65%. \n</p>\n<p>\n  The supply-demand imbalance will eventually be solved, and investors will want to watch upcoming earnings reports and forecasts for signs of lessening demand or increased supply. So far, no signs have popped up: Chip makers across the board turned in better-than-expected earnings reports and outlooks for 2021, as COVID-19 accelerated a global reliance on a digital infrastructure. \n</p>\n<p>\n  As a new earnings reporting season begins , the different sectors of semiconductors could react differently to the shortage. Here is what to know and look for. \n</p>\n<p>\n  Autos \n</p>\n<p>\n  The chip shortage effectively crippling the auto industry illustrates the worst effects of the phenomenon as crucial parts to produce finished cars and trucks are unavailable and causing automotive manufacturers to halt production. \n</p>\n<p>\n  Ford Motor Co. <a href=\"https://laohu8.com/S/F\">$(F)$</a> said at the end of March they had shortages of chips for their cars. \n</p>\n<p>\n  Bernstein analyst Stacy Rasgon told MarketWatch in an interview that the automobile industry shows a stark example of how a disruption of chip supply can affect other industries. \n</p>\n<p>\n  \"The auto supply chains had the most whipsaws because of COVID,\" Rasgon said. \n</p>\n<p>\n  When COVID hit, auto makers canceled all their orders because auto demand dropped off, Rasgon said. When demand returned, auto makers tried to reorder what they had canceled, but found themselves out of luck because the facilities that made the parts they needed were busy making high-demand components for other industries, Rasgon said. On top of COVID, the recent blizzards in Texas further disrupted the supply chain, and auto makers generally do not keep much inventory on hand when it comes to electronics. \n</p>\n<p>\n  That's likely to change, Rasgon added. \n</p>\n<p>\n  \"We're going to see some radical changes in supply-chain management because of what's happened this past year,\" Glenn O'Donnell, research director at Forrester, told MarketWatch. \n</p>\n<p>\n  Maribel Lopez, principal analyst at Lopez Research, told MarketWatch that many product designs that rely upon electronic components often take months or years to develop and are vulnerable in that you can't just \"swap out\" parts \n</p>\n<p>\n  \"If you look at the F-150, it's a really expensive truck being probably held up by a $50, $60 part, or even less,\" Lopez said. \"In some cases we had clients that had very expensive products, say it was $1,200, being held up by a 3-cent part.\" \n</p>\n<p>\n  And given that autos are held to such high safety standards, you can't cut corners and hope for the best. It's a situation where you need to have all the components in a design or you can't sell the product. \n</p>\n<p>\n  \"The issue is you need all of them,\" Rasgon said. \"If I don't have a 50-cent microcontroller that controls the seat belt, I don't build the car.\" \n</p>\n<p>\n  Major automobile chip suppliers include Texas Instruments Inc. <a href=\"https://laohu8.com/S/TXN\">$(TXN)$</a>, Analog Devices Inc. <a href=\"https://laohu8.com/S/ADI\">$(ADI)$</a>, Netherlands-based NXP Semiconductors NV <a href=\"https://laohu8.com/S/NXPI\">$(NXPI)$</a>, Germany's Infineon Technologies AG , South Korea's Samsung Electronics Co. , and Japan's Renesas Electronics Corp. \n</p>\n<p>\n  \"They're shipping everything they make,\" Rasgon said. \n</p>\n<p>\n  Most recently, Intel Corp. <a href=\"https://laohu8.com/S/INTC\">$(INTC)$</a> told Reuters it's in talks with companies that design chips for auto makers  to start manufacturing those chips for them to resolve supply shortages. Intel is scheduled to report earnings on April 22. \n</p>\n<p>\n  PCs \n</p>\n<p>\n  PC sales got a huge shot in the arm as the world scrambled to adapt to working and going to school from home because of COVID-19. Research firm IDC expects sales volumes to grow by 18% in 2021  with shipments of 357.4 million, after rising nearly 13% in 2020. \n</p>\n<p>\n  \"PC demand has been off-the-charts strong,\" Rasgon said, adding that IDC's shipment estimate is above the largest number of PCs shipped in a year, surpassing the record set in 2011 of 352.4 million units. \"So the big controversy there is how long is that demand going to last, and how much of it was sustainable?\" Rasgon said. \n</p>\n<p>\n  By way of a personal example, Rasgon said he bought four notebook computers last year as a result of COVID, and that businesses and consumers had similar higher-than-usual PC purchases in 2020. While IDC predicts that PC sales growth will continue in 2021, many wonder if that demand has already been sated. \n</p>\n<p>\n  \"I'm probably not buying any PCs for a while,\" Rasgon said. \n</p>\n<p>\n  Still, makers of CPUs, or central processing units, the chips that act as the brains for every personal PC and public-cloud data center, stand to benefit in a market that is dominated by Intel and Advanced Micro Devices Inc. <a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a>, which has gradually been taking market share away from larger rival Intel. \n</p>\n<p>\n  AMD also competes with larger rival Nvidia Corp. <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a> in the GPU, or graphics processing unit, space. \n</p>\n<p>\n  See also: Nvidia steps up competition with Intel and AMD with first data-center CPU  \n</p>\n<p>\n  Both Nvidia and AMD benefit from \"massive supply constraints\" because of a significantly better crop of gaming chips this past year as well as a new gaming consoles, and a renewed interest in cryptocurrency mining, Rasgon said. And since, these are high-demand, big ticket items, they're the most profitable for third-party silicon wafer manufacturers and so they get priority booking, Rasgon said. \n</p>\n<p>\n  \"Go out and try to buy a graphics card, good luck,\" Rasgon said. \n</p>\n<p>\n  GPUs that are used in data centers are not as supply-constrained, but lead times are exceptionally long because Nvidia still needs to get the components to build the units. \n</p>\n<p>\n  \"Everything they're shipping now was ordered two quarters ago,\" Rasgon said. \"Because of that, the recent server digestion cycle didn't affect Nvidia at all.\" \n</p>\n<p>\n  Smartphones \n</p>\n<p>\n  Smartphones are also being hit with the supply shortage. Major supplier Qualcomm Inc. <a href=\"https://laohu8.com/S/QCOM\">$(QCOM)$</a> said recently that they would have sold much more product had it not been for supply constraints . \n</p>\n<p>\n  Smartphone suppliers, however, may not get as much as a tailwind that some other chip companies will, Rasgon said. Other smartphone suppliers include Taiwan's MediaTek Inc. , Broadcom Inc. <a href=\"https://laohu8.com/S/AVGO\">$(AVGO)$</a>, Skyworks Solutions Inc. , Cirrus Logic Inc. <a href=\"https://laohu8.com/S/CRUS\">$(CRUS)$</a>, Qorvo Inc. <a href=\"https://laohu8.com/S/QRVO\">$(QRVO)$</a>, and STMicroelectronics NV (STM.FR). \n</p>\n<p>\n  \"Unit demand has not been super,\" the Bernstein analyst said. \"It has gotten less, less bad.\" \n</p>\n<p>\n  \"Smartphones have been weak for a while,\" Rasgon said. \"I mean they all look the same like featureless slab of glass . People see less of a need to upgrade.\" \n</p>\n<p>\n  One of the biggest heralded boosts for smartphone upgrades over the past few years has been the recently released 5G standard, but Rasgon said that \"consumer demand for 5G is zero.\" \n</p>\n<p>\n  \"People will buy 5G phones because that's what's being sold,\" he said. \n</p>\n<p>\n  Fabs \n</p>\n<p>\n  \"Fabs,\" or foundries, are what the semiconductor industry calls the complex manufacturing plants where silicon wafers used in computer chips are fabricated down to billionth-of-a-meter accuracy. When the chip shortages during COVID-19 first became evident, fabs world-wide were already running at capacity and had order backlogs that ran as much as several months. \n</p>\n<p>\n  (MORE TO FOLLOW) Dow Jones Newswires\n</p>\n<p>\n  April 17, 2021 12:47 ET (16:47 GMT)\n</p>\n<p>\n  Copyright (c) 2021 Dow Jones &amp; Company, Inc.\n</p>\n</font></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>The semiconductor shortage is here to stay, but it will affect chip companies differently</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe semiconductor shortage is here to stay, but it will affect chip companies differently\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2021-04-18 00:47</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><font class=\"NormalMinus1\" face=\"Arial\">\n<p>\nMW The semiconductor shortage is here to stay, but it will affect chip companies differently\n</p>\n<p>\n  By Wallace Witkowski \n</p>\n<p>\n  Semiconductors in the age of COVID-19: Extreme demand spike will keep chips in short supply for the foreseeable future, but different types of semis will experience it in different ways \n</p>\n<p>\n  This article is part of a series tracking the effects of the COVID-19 pandemic on major businesses and sectors. For other articles and earlier versions, go here . \n</p>\n<p>\n  A global shortage of semiconductors -- chips that power massive data-centers, modern autos and countless digital devices -- has roiled global manufacturing and is not expected to end soon. It isn't a blanket problem, however, as different sectors within the chip industry will continue to be affected by the shortage in different ways. \n</p>\n<p>\n  As the industry entered 2020, high demand was expected in the mobile chip area because of the rollout of 5G devices. That path was turned on its head when COVID-19 became a global pandemic, driving millions, if not billions, of people into the safety of their homes to work, go to school, be entertained and to socialize. \n</p>\n<p>\n  Demand for chips powering laptops, gaming devices and internet infrastructure skyrocketed, while chip demand for auto and industrial uses plummeted. When the factories that make basic computer components couldn't make them fast enough, already-long customer waiting lists for those factories got even longer. With demand remaining high and little additional chip-making capacity expected in the short term, the shortage is expected to last into at least next year. \n</p>\n<p>\n  Read: Worldwide chip shortage expected to last into next year, and that's good news for semiconductor stocks  \n</p>\n<p>\n  That dynamic has been good for chip stocks. The PHLX Semiconductor Index  has rallied 92% over the past 12 months, when COVID-19 shelter-in-place protocols were just beginning to settle in and people across the world were trying to adapt to the new normal. In comparison, the S&amp;P 500 index  rose 50% over that period, and the tech-heavy Nasdaq Composite Index  gained 65%. \n</p>\n<p>\n  The supply-demand imbalance will eventually be solved, and investors will want to watch upcoming earnings reports and forecasts for signs of lessening demand or increased supply. So far, no signs have popped up: Chip makers across the board turned in better-than-expected earnings reports and outlooks for 2021, as COVID-19 accelerated a global reliance on a digital infrastructure. \n</p>\n<p>\n  As a new earnings reporting season begins , the different sectors of semiconductors could react differently to the shortage. Here is what to know and look for. \n</p>\n<p>\n  Autos \n</p>\n<p>\n  The chip shortage effectively crippling the auto industry illustrates the worst effects of the phenomenon as crucial parts to produce finished cars and trucks are unavailable and causing automotive manufacturers to halt production. \n</p>\n<p>\n  Ford Motor Co. <a href=\"https://laohu8.com/S/F\">$(F)$</a> said at the end of March they had shortages of chips for their cars. \n</p>\n<p>\n  Bernstein analyst Stacy Rasgon told MarketWatch in an interview that the automobile industry shows a stark example of how a disruption of chip supply can affect other industries. \n</p>\n<p>\n  \"The auto supply chains had the most whipsaws because of COVID,\" Rasgon said. \n</p>\n<p>\n  When COVID hit, auto makers canceled all their orders because auto demand dropped off, Rasgon said. When demand returned, auto makers tried to reorder what they had canceled, but found themselves out of luck because the facilities that made the parts they needed were busy making high-demand components for other industries, Rasgon said. On top of COVID, the recent blizzards in Texas further disrupted the supply chain, and auto makers generally do not keep much inventory on hand when it comes to electronics. \n</p>\n<p>\n  That's likely to change, Rasgon added. \n</p>\n<p>\n  \"We're going to see some radical changes in supply-chain management because of what's happened this past year,\" Glenn O'Donnell, research director at Forrester, told MarketWatch. \n</p>\n<p>\n  Maribel Lopez, principal analyst at Lopez Research, told MarketWatch that many product designs that rely upon electronic components often take months or years to develop and are vulnerable in that you can't just \"swap out\" parts \n</p>\n<p>\n  \"If you look at the F-150, it's a really expensive truck being probably held up by a $50, $60 part, or even less,\" Lopez said. \"In some cases we had clients that had very expensive products, say it was $1,200, being held up by a 3-cent part.\" \n</p>\n<p>\n  And given that autos are held to such high safety standards, you can't cut corners and hope for the best. It's a situation where you need to have all the components in a design or you can't sell the product. \n</p>\n<p>\n  \"The issue is you need all of them,\" Rasgon said. \"If I don't have a 50-cent microcontroller that controls the seat belt, I don't build the car.\" \n</p>\n<p>\n  Major automobile chip suppliers include Texas Instruments Inc. <a href=\"https://laohu8.com/S/TXN\">$(TXN)$</a>, Analog Devices Inc. <a href=\"https://laohu8.com/S/ADI\">$(ADI)$</a>, Netherlands-based NXP Semiconductors NV <a href=\"https://laohu8.com/S/NXPI\">$(NXPI)$</a>, Germany's Infineon Technologies AG , South Korea's Samsung Electronics Co. , and Japan's Renesas Electronics Corp. \n</p>\n<p>\n  \"They're shipping everything they make,\" Rasgon said. \n</p>\n<p>\n  Most recently, Intel Corp. <a href=\"https://laohu8.com/S/INTC\">$(INTC)$</a> told Reuters it's in talks with companies that design chips for auto makers  to start manufacturing those chips for them to resolve supply shortages. Intel is scheduled to report earnings on April 22. \n</p>\n<p>\n  PCs \n</p>\n<p>\n  PC sales got a huge shot in the arm as the world scrambled to adapt to working and going to school from home because of COVID-19. Research firm IDC expects sales volumes to grow by 18% in 2021  with shipments of 357.4 million, after rising nearly 13% in 2020. \n</p>\n<p>\n  \"PC demand has been off-the-charts strong,\" Rasgon said, adding that IDC's shipment estimate is above the largest number of PCs shipped in a year, surpassing the record set in 2011 of 352.4 million units. \"So the big controversy there is how long is that demand going to last, and how much of it was sustainable?\" Rasgon said. \n</p>\n<p>\n  By way of a personal example, Rasgon said he bought four notebook computers last year as a result of COVID, and that businesses and consumers had similar higher-than-usual PC purchases in 2020. While IDC predicts that PC sales growth will continue in 2021, many wonder if that demand has already been sated. \n</p>\n<p>\n  \"I'm probably not buying any PCs for a while,\" Rasgon said. \n</p>\n<p>\n  Still, makers of CPUs, or central processing units, the chips that act as the brains for every personal PC and public-cloud data center, stand to benefit in a market that is dominated by Intel and Advanced Micro Devices Inc. <a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a>, which has gradually been taking market share away from larger rival Intel. \n</p>\n<p>\n  AMD also competes with larger rival Nvidia Corp. <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a> in the GPU, or graphics processing unit, space. \n</p>\n<p>\n  See also: Nvidia steps up competition with Intel and AMD with first data-center CPU  \n</p>\n<p>\n  Both Nvidia and AMD benefit from \"massive supply constraints\" because of a significantly better crop of gaming chips this past year as well as a new gaming consoles, and a renewed interest in cryptocurrency mining, Rasgon said. And since, these are high-demand, big ticket items, they're the most profitable for third-party silicon wafer manufacturers and so they get priority booking, Rasgon said. \n</p>\n<p>\n  \"Go out and try to buy a graphics card, good luck,\" Rasgon said. \n</p>\n<p>\n  GPUs that are used in data centers are not as supply-constrained, but lead times are exceptionally long because Nvidia still needs to get the components to build the units. \n</p>\n<p>\n  \"Everything they're shipping now was ordered two quarters ago,\" Rasgon said. \"Because of that, the recent server digestion cycle didn't affect Nvidia at all.\" \n</p>\n<p>\n  Smartphones \n</p>\n<p>\n  Smartphones are also being hit with the supply shortage. Major supplier Qualcomm Inc. <a href=\"https://laohu8.com/S/QCOM\">$(QCOM)$</a> said recently that they would have sold much more product had it not been for supply constraints . \n</p>\n<p>\n  Smartphone suppliers, however, may not get as much as a tailwind that some other chip companies will, Rasgon said. Other smartphone suppliers include Taiwan's MediaTek Inc. , Broadcom Inc. <a href=\"https://laohu8.com/S/AVGO\">$(AVGO)$</a>, Skyworks Solutions Inc. , Cirrus Logic Inc. <a href=\"https://laohu8.com/S/CRUS\">$(CRUS)$</a>, Qorvo Inc. <a href=\"https://laohu8.com/S/QRVO\">$(QRVO)$</a>, and STMicroelectronics NV (STM.FR). \n</p>\n<p>\n  \"Unit demand has not been super,\" the Bernstein analyst said. \"It has gotten less, less bad.\" \n</p>\n<p>\n  \"Smartphones have been weak for a while,\" Rasgon said. \"I mean they all look the same like featureless slab of glass . People see less of a need to upgrade.\" \n</p>\n<p>\n  One of the biggest heralded boosts for smartphone upgrades over the past few years has been the recently released 5G standard, but Rasgon said that \"consumer demand for 5G is zero.\" \n</p>\n<p>\n  \"People will buy 5G phones because that's what's being sold,\" he said. \n</p>\n<p>\n  Fabs \n</p>\n<p>\n  \"Fabs,\" or foundries, are what the semiconductor industry calls the complex manufacturing plants where silicon wafers used in computer chips are fabricated down to billionth-of-a-meter accuracy. When the chip shortages during COVID-19 first became evident, fabs world-wide were already running at capacity and had order backlogs that ran as much as several months. \n</p>\n<p>\n  (MORE TO FOLLOW) Dow Jones Newswires\n</p>\n<p>\n  April 17, 2021 12:47 ET (16:47 GMT)\n</p>\n<p>\n  Copyright (c) 2021 Dow Jones &amp; Company, Inc.\n</p>\n</font></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TERN":"Terns Pharmaceuticals, Inc.","CRCT":"Cricut, Inc.","INTC":"英特尔","AMD":"美国超微公司","09086":"华夏纳指-U","03086":"华夏纳指"},"source_url":"http://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2128527958","content_text":"MW The semiconductor shortage is here to stay, but it will affect chip companies differently\n\n\n  By Wallace Witkowski \n\n\n  Semiconductors in the age of COVID-19: Extreme demand spike will keep chips in short supply for the foreseeable future, but different types of semis will experience it in different ways \n\n\n  This article is part of a series tracking the effects of the COVID-19 pandemic on major businesses and sectors. For other articles and earlier versions, go here . \n\n\n  A global shortage of semiconductors -- chips that power massive data-centers, modern autos and countless digital devices -- has roiled global manufacturing and is not expected to end soon. It isn't a blanket problem, however, as different sectors within the chip industry will continue to be affected by the shortage in different ways. \n\n\n  As the industry entered 2020, high demand was expected in the mobile chip area because of the rollout of 5G devices. That path was turned on its head when COVID-19 became a global pandemic, driving millions, if not billions, of people into the safety of their homes to work, go to school, be entertained and to socialize. \n\n\n  Demand for chips powering laptops, gaming devices and internet infrastructure skyrocketed, while chip demand for auto and industrial uses plummeted. When the factories that make basic computer components couldn't make them fast enough, already-long customer waiting lists for those factories got even longer. With demand remaining high and little additional chip-making capacity expected in the short term, the shortage is expected to last into at least next year. \n\n\n  Read: Worldwide chip shortage expected to last into next year, and that's good news for semiconductor stocks  \n\n\n  That dynamic has been good for chip stocks. The PHLX Semiconductor Index  has rallied 92% over the past 12 months, when COVID-19 shelter-in-place protocols were just beginning to settle in and people across the world were trying to adapt to the new normal. In comparison, the S&P 500 index  rose 50% over that period, and the tech-heavy Nasdaq Composite Index  gained 65%. \n\n\n  The supply-demand imbalance will eventually be solved, and investors will want to watch upcoming earnings reports and forecasts for signs of lessening demand or increased supply. So far, no signs have popped up: Chip makers across the board turned in better-than-expected earnings reports and outlooks for 2021, as COVID-19 accelerated a global reliance on a digital infrastructure. \n\n\n  As a new earnings reporting season begins , the different sectors of semiconductors could react differently to the shortage. Here is what to know and look for. \n\n\n  Autos \n\n\n  The chip shortage effectively crippling the auto industry illustrates the worst effects of the phenomenon as crucial parts to produce finished cars and trucks are unavailable and causing automotive manufacturers to halt production. \n\n\n  Ford Motor Co. $(F)$ said at the end of March they had shortages of chips for their cars. \n\n\n  Bernstein analyst Stacy Rasgon told MarketWatch in an interview that the automobile industry shows a stark example of how a disruption of chip supply can affect other industries. \n\n\n  \"The auto supply chains had the most whipsaws because of COVID,\" Rasgon said. \n\n\n  When COVID hit, auto makers canceled all their orders because auto demand dropped off, Rasgon said. When demand returned, auto makers tried to reorder what they had canceled, but found themselves out of luck because the facilities that made the parts they needed were busy making high-demand components for other industries, Rasgon said. On top of COVID, the recent blizzards in Texas further disrupted the supply chain, and auto makers generally do not keep much inventory on hand when it comes to electronics. \n\n\n  That's likely to change, Rasgon added. \n\n\n  \"We're going to see some radical changes in supply-chain management because of what's happened this past year,\" Glenn O'Donnell, research director at Forrester, told MarketWatch. \n\n\n  Maribel Lopez, principal analyst at Lopez Research, told MarketWatch that many product designs that rely upon electronic components often take months or years to develop and are vulnerable in that you can't just \"swap out\" parts \n\n\n  \"If you look at the F-150, it's a really expensive truck being probably held up by a $50, $60 part, or even less,\" Lopez said. \"In some cases we had clients that had very expensive products, say it was $1,200, being held up by a 3-cent part.\" \n\n\n  And given that autos are held to such high safety standards, you can't cut corners and hope for the best. It's a situation where you need to have all the components in a design or you can't sell the product. \n\n\n  \"The issue is you need all of them,\" Rasgon said. \"If I don't have a 50-cent microcontroller that controls the seat belt, I don't build the car.\" \n\n\n  Major automobile chip suppliers include Texas Instruments Inc. $(TXN)$, Analog Devices Inc. $(ADI)$, Netherlands-based NXP Semiconductors NV $(NXPI)$, Germany's Infineon Technologies AG , South Korea's Samsung Electronics Co. , and Japan's Renesas Electronics Corp. \n\n\n  \"They're shipping everything they make,\" Rasgon said. \n\n\n  Most recently, Intel Corp. $(INTC)$ told Reuters it's in talks with companies that design chips for auto makers  to start manufacturing those chips for them to resolve supply shortages. Intel is scheduled to report earnings on April 22. \n\n\n  PCs \n\n\n  PC sales got a huge shot in the arm as the world scrambled to adapt to working and going to school from home because of COVID-19. Research firm IDC expects sales volumes to grow by 18% in 2021  with shipments of 357.4 million, after rising nearly 13% in 2020. \n\n\n  \"PC demand has been off-the-charts strong,\" Rasgon said, adding that IDC's shipment estimate is above the largest number of PCs shipped in a year, surpassing the record set in 2011 of 352.4 million units. \"So the big controversy there is how long is that demand going to last, and how much of it was sustainable?\" Rasgon said. \n\n\n  By way of a personal example, Rasgon said he bought four notebook computers last year as a result of COVID, and that businesses and consumers had similar higher-than-usual PC purchases in 2020. While IDC predicts that PC sales growth will continue in 2021, many wonder if that demand has already been sated. \n\n\n  \"I'm probably not buying any PCs for a while,\" Rasgon said. \n\n\n  Still, makers of CPUs, or central processing units, the chips that act as the brains for every personal PC and public-cloud data center, stand to benefit in a market that is dominated by Intel and Advanced Micro Devices Inc. $(AMD)$, which has gradually been taking market share away from larger rival Intel. \n\n\n  AMD also competes with larger rival Nvidia Corp. $(NVDA)$ in the GPU, or graphics processing unit, space. \n\n\n  See also: Nvidia steps up competition with Intel and AMD with first data-center CPU  \n\n\n  Both Nvidia and AMD benefit from \"massive supply constraints\" because of a significantly better crop of gaming chips this past year as well as a new gaming consoles, and a renewed interest in cryptocurrency mining, Rasgon said. And since, these are high-demand, big ticket items, they're the most profitable for third-party silicon wafer manufacturers and so they get priority booking, Rasgon said. \n\n\n  \"Go out and try to buy a graphics card, good luck,\" Rasgon said. \n\n\n  GPUs that are used in data centers are not as supply-constrained, but lead times are exceptionally long because Nvidia still needs to get the components to build the units. \n\n\n  \"Everything they're shipping now was ordered two quarters ago,\" Rasgon said. \"Because of that, the recent server digestion cycle didn't affect Nvidia at all.\" \n\n\n  Smartphones \n\n\n  Smartphones are also being hit with the supply shortage. Major supplier Qualcomm Inc. $(QCOM)$ said recently that they would have sold much more product had it not been for supply constraints . \n\n\n  Smartphone suppliers, however, may not get as much as a tailwind that some other chip companies will, Rasgon said. Other smartphone suppliers include Taiwan's MediaTek Inc. , Broadcom Inc. $(AVGO)$, Skyworks Solutions Inc. , Cirrus Logic Inc. $(CRUS)$, Qorvo Inc. $(QRVO)$, and STMicroelectronics NV (STM.FR). \n\n\n  \"Unit demand has not been super,\" the Bernstein analyst said. \"It has gotten less, less bad.\" \n\n\n  \"Smartphones have been weak for a while,\" Rasgon said. \"I mean they all look the same like featureless slab of glass . People see less of a need to upgrade.\" \n\n\n  One of the biggest heralded boosts for smartphone upgrades over the past few years has been the recently released 5G standard, but Rasgon said that \"consumer demand for 5G is zero.\" \n\n\n  \"People will buy 5G phones because that's what's being sold,\" he said. \n\n\n  Fabs \n\n\n  \"Fabs,\" or foundries, are what the semiconductor industry calls the complex manufacturing plants where silicon wafers used in computer chips are fabricated down to billionth-of-a-meter accuracy. When the chip shortages during COVID-19 first became evident, fabs world-wide were already running at capacity and had order backlogs that ran as much as several months. \n\n\n  (MORE TO FOLLOW) Dow Jones Newswires\n\n\n  April 17, 2021 12:47 ET (16:47 GMT)\n\n\n  Copyright (c) 2021 Dow Jones & Company, Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":178,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3558680293731120","authorId":"3558680293731120","name":"Alicia Ling","avatar":"https://static.tigerbbs.com/ca35384a8589b2187095e5d2d4706a00","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"3558680293731120","idStr":"3558680293731120"},"content":"Need help to complete task ?reply a smile Face pls","text":"Need help to complete task ?reply a smile Face pls","html":"Need help to complete task ?reply a smile Face pls"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9998547377,"gmtCreate":1661043328102,"gmtModify":1676536442262,"author":{"id":"3579141850161287","authorId":"3579141850161287","name":"GoaOn","avatar":"https://static.tigerbbs.com/c41bfb0b74d5d9d2f6a9ec08f3a8cb42","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3579141850161287","idStr":"3579141850161287"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a><v-v data-views=\"1\"></v-v>Bullish.","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a><v-v data-views=\"1\"></v-v>Bullish.","text":"$Tesla Motors(TSLA)$Bullish.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9998547377","isVote":1,"tweetType":1,"viewCount":123,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9093005438,"gmtCreate":1643441968469,"gmtModify":1676533821668,"author":{"id":"3579141850161287","authorId":"3579141850161287","name":"GoaOn","avatar":"https://static.tigerbbs.com/c41bfb0b74d5d9d2f6a9ec08f3a8cb42","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3579141850161287","idStr":"3579141850161287"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9093005438","repostId":"9004448317","repostType":1,"repost":{"id":9004448317,"gmtCreate":1642676525258,"gmtModify":1676533734534,"author":{"id":"3527667667103859","authorId":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/c266ef25181ace18bec1262357bbe1a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667667103859","idStr":"3527667667103859"},"themes":[],"title":"Join Tiger Ski Championship, Win a Bonus of Up to USD 2022","htmlText":"2022 is the Year of Tiger in Chinese lunar calendar, it’s also a special year for Tiger Brokers. To celebrate the special year, we want to invite you to join the ski game presented by Tiger Brokers specially, and it’s very easy and interesting game for users to play. Join the game and win a bonus of up to USD 2022 and limited-edition Tiger Toys Spring Festival and Winter Olympic are both on the way, open your Tiger Trade App and play the ski game with us, win golden medals as many as you can! You could have chance to try Lucky Draw when you win medals.The more medal you win, the bigger bonus you may win! Big Rewards are as follow: <a href=\"https://www.tigerbrokers.com.sg/activity/market/2022/happy-new-year/#/\" target=\"_blank\">Click to Join the Game</a>","listText":"2022 is the Year of Tiger in Chinese lunar calendar, it’s also a special year for Tiger Brokers. To celebrate the special year, we want to invite you to join the ski game presented by Tiger Brokers specially, and it’s very easy and interesting game for users to play. Join the game and win a bonus of up to USD 2022 and limited-edition Tiger Toys Spring Festival and Winter Olympic are both on the way, open your Tiger Trade App and play the ski game with us, win golden medals as many as you can! You could have chance to try Lucky Draw when you win medals.The more medal you win, the bigger bonus you may win! Big Rewards are as follow: <a href=\"https://www.tigerbrokers.com.sg/activity/market/2022/happy-new-year/#/\" target=\"_blank\">Click to Join the Game</a>","text":"2022 is the Year of Tiger in Chinese lunar calendar, it’s also a special year for Tiger Brokers. To celebrate the special year, we want to invite you to join the ski game presented by Tiger Brokers specially, and it’s very easy and interesting game for users to play. Join the game and win a bonus of up to USD 2022 and limited-edition Tiger Toys Spring Festival and Winter Olympic are both on the way, open your Tiger Trade App and play the ski game with us, win golden medals as many as you can! You could have chance to try Lucky Draw when you win medals.The more medal you win, the bigger bonus you may win! Big Rewards are as follow: Click to Join the Game","images":[{"img":"https://static.tigerbbs.com/a7b44fa056439fb4010fa55e163d27c3","width":"750","height":"1726"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9004448317","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":406,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":163121984,"gmtCreate":1623863466948,"gmtModify":1703821955917,"author":{"id":"3579141850161287","authorId":"3579141850161287","name":"GoaOn","avatar":"https://static.tigerbbs.com/c41bfb0b74d5d9d2f6a9ec08f3a8cb42","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3579141850161287","idStr":"3579141850161287"},"themes":[],"htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/163121984","repostId":"169238282","repostType":1,"repost":{"id":169238282,"gmtCreate":1623836980043,"gmtModify":1703820927156,"author":{"id":"3527667586584720","authorId":"3527667586584720","name":"小虎综合资讯","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667586584720","idStr":"3527667586584720"},"themes":[],"title":"有通脹，無“牛市”？華爾街分析師：通脹不會傷害股市","htmlText":"6月16日消息，正如投資者所見，通脹正在升溫，但華爾街策略師並未對通脹感到擔憂，金融市場目前也認可這一觀點。 正如雅虎金融公司Brian Cheung上週指出的那樣，在5月價格以幾十年來最快的速度上漲後，長期美債收益率跌至數月以來的地點。上週五收盤時，10年期國債收益率接近1.46%，爲3月初以來的最低水平。標準普爾500指數週五也創下歷史新高。 在週五發佈的客戶報告中，凱投宏觀的 Franziska Palmas認爲，目前，美國通脹不會使股市脫軌，儘管凱投認爲通脹壓力比美聯儲的“暫時性”觀點所暗示的要強一些。 目前，貨幣政策和經濟週期都對股市有利。Palmas認爲，未來幾年，這些條件不會發生巨大變化。 Palmas指出，通脹上升的跡象並未引發對貨幣政策前景的重新評估，這主要是因爲美聯儲一直在強調通脹上升只是暫時的，因此不會對此採取行動。投資者似乎相信這一點，因爲他們並未將未來幾年更激進的緊縮貨幣政策price in到當前價格中來。 週三，美聯儲將宣佈最新政策決定，併發布一系列最新的經濟預測。經濟學家預計，美聯儲將重申，不考慮近期通脹數據，並在退出資產購買計劃時保持謹慎態度。 Palmas還指出，“到目前爲止，價格上漲和短缺並未引起投資者對經濟復甦的重大擔憂，將繼續上調標準普爾 500指數未來幾年的盈利預測。” 雅虎財經也表示，當前美國經濟面臨的主要挑戰是需求超過供給——很多企業出現了工人短缺，另外很多消費者熱衷旅行、買車買房。雅虎財經表示，美國經濟仍處於不充分復甦階段，儘管當前經濟面臨挑戰，但問題更多指向經濟向好的趨勢。","listText":"6月16日消息，正如投資者所見，通脹正在升溫，但華爾街策略師並未對通脹感到擔憂，金融市場目前也認可這一觀點。 正如雅虎金融公司Brian Cheung上週指出的那樣，在5月價格以幾十年來最快的速度上漲後，長期美債收益率跌至數月以來的地點。上週五收盤時，10年期國債收益率接近1.46%，爲3月初以來的最低水平。標準普爾500指數週五也創下歷史新高。 在週五發佈的客戶報告中，凱投宏觀的 Franziska Palmas認爲，目前，美國通脹不會使股市脫軌，儘管凱投認爲通脹壓力比美聯儲的“暫時性”觀點所暗示的要強一些。 目前，貨幣政策和經濟週期都對股市有利。Palmas認爲，未來幾年，這些條件不會發生巨大變化。 Palmas指出，通脹上升的跡象並未引發對貨幣政策前景的重新評估，這主要是因爲美聯儲一直在強調通脹上升只是暫時的，因此不會對此採取行動。投資者似乎相信這一點，因爲他們並未將未來幾年更激進的緊縮貨幣政策price in到當前價格中來。 週三，美聯儲將宣佈最新政策決定，併發布一系列最新的經濟預測。經濟學家預計，美聯儲將重申，不考慮近期通脹數據，並在退出資產購買計劃時保持謹慎態度。 Palmas還指出，“到目前爲止，價格上漲和短缺並未引起投資者對經濟復甦的重大擔憂，將繼續上調標準普爾 500指數未來幾年的盈利預測。” 雅虎財經也表示，當前美國經濟面臨的主要挑戰是需求超過供給——很多企業出現了工人短缺，另外很多消費者熱衷旅行、買車買房。雅虎財經表示，美國經濟仍處於不充分復甦階段，儘管當前經濟面臨挑戰，但問題更多指向經濟向好的趨勢。","text":"6月16日消息，正如投資者所見，通脹正在升溫，但華爾街策略師並未對通脹感到擔憂，金融市場目前也認可這一觀點。 正如雅虎金融公司Brian Cheung上週指出的那樣，在5月價格以幾十年來最快的速度上漲後，長期美債收益率跌至數月以來的地點。上週五收盤時，10年期國債收益率接近1.46%，爲3月初以來的最低水平。標準普爾500指數週五也創下歷史新高。 在週五發佈的客戶報告中，凱投宏觀的 Franziska Palmas認爲，目前，美國通脹不會使股市脫軌，儘管凱投認爲通脹壓力比美聯儲的“暫時性”觀點所暗示的要強一些。 目前，貨幣政策和經濟週期都對股市有利。Palmas認爲，未來幾年，這些條件不會發生巨大變化。 Palmas指出，通脹上升的跡象並未引發對貨幣政策前景的重新評估，這主要是因爲美聯儲一直在強調通脹上升只是暫時的，因此不會對此採取行動。投資者似乎相信這一點，因爲他們並未將未來幾年更激進的緊縮貨幣政策price in到當前價格中來。 週三，美聯儲將宣佈最新政策決定，併發布一系列最新的經濟預測。經濟學家預計，美聯儲將重申，不考慮近期通脹數據，並在退出資產購買計劃時保持謹慎態度。 Palmas還指出，“到目前爲止，價格上漲和短缺並未引起投資者對經濟復甦的重大擔憂，將繼續上調標準普爾 500指數未來幾年的盈利預測。” 雅虎財經也表示，當前美國經濟面臨的主要挑戰是需求超過供給——很多企業出現了工人短缺，另外很多消費者熱衷旅行、買車買房。雅虎財經表示，美國經濟仍處於不充分復甦階段，儘管當前經濟面臨挑戰，但問題更多指向經濟向好的趨勢。","images":[{"img":"https://static.tigerbbs.com/fbaa2b55a50e3a84db55b49dc43275b9","width":"645","height":"446"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/169238282","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":259,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":370377215,"gmtCreate":1618558705537,"gmtModify":1704712707591,"author":{"id":"3579141850161287","authorId":"3579141850161287","name":"GoaOn","avatar":"https://static.tigerbbs.com/c41bfb0b74d5d9d2f6a9ec08f3a8cb42","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3579141850161287","idStr":"3579141850161287"},"themes":[],"htmlText":"Strong","listText":"Strong","text":"Strong","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/370377215","repostId":"2127283686","repostType":4,"repost":{"id":"2127283686","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":1618557675,"share":"https://ttm.financial/m/news/2127283686?lang=&edition=fundamental","pubTime":"2021-04-16 15:21","market":"sh","language":"en","title":"China stocks end higher as country's GDP hits record growth","url":"https://stock-news.laohu8.com/highlight/detail?id=2127283686","media":"Reuters","summary":"SHANGHAI, April 16 (Reuters) - China stocks ended higher on Friday, as investors cheered robust GDP ","content":"<p>SHANGHAI, April 16 (Reuters) - China stocks ended higher on Friday, as investors cheered robust GDP growth recorded in the first quarter, though lingering worries over policy tightening by Beijing pushed equities to post a weekly loss.</p><p>The blue-chip CSI300 index ended up 0.4% at 4,966.18, while the Shanghai Composite Index added 0.8%to 3,426.62.</p><p>China's economic recovery quickened sharply in the first quarter from a coronavirus-induced slump earlier last year, propelled by stronger demand at home and abroad and continued government support for smaller firms.</p><p>The country's GDP jumped a record 18.3% in the first quarter from a year earlier, official data showed on Friday, slower than the 19% forecast by economists in a Reuters poll, and following 6.5% growth in the fourth quarter last year.</p><p>\"The GDP data is a bit better than my expectations, while the robust corporate earnings for the year of 2020 and the first quarter of 2021 could also help provide support for the A-share market,\" said Yan Kaiwen, an analyst with China Fortune Securities.</p><p>Though stocks lost ground for the week on persistent worries that recent upbeat economic data could reinforce Beijing's policy tightening bias, even as Beijing had pledged no sudden policy shift. The CSI300 dropped 1.4%, while SSEC slipped 0.7%.</p><p>Also souring sentiment were ongoing tensions between Beijing and Washington.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>China stocks end higher as country's GDP hits record growth</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\">\nChina stocks end higher as country's GDP hits record growth\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-04-16 15:21</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>SHANGHAI, April 16 (Reuters) - China stocks ended higher on Friday, as investors cheered robust GDP growth recorded in the first quarter, though lingering worries over policy tightening by Beijing pushed equities to post a weekly loss.</p><p>The blue-chip CSI300 index ended up 0.4% at 4,966.18, while the Shanghai Composite Index added 0.8%to 3,426.62.</p><p>China's economic recovery quickened sharply in the first quarter from a coronavirus-induced slump earlier last year, propelled by stronger demand at home and abroad and continued government support for smaller firms.</p><p>The country's GDP jumped a record 18.3% in the first quarter from a year earlier, official data showed on Friday, slower than the 19% forecast by economists in a Reuters poll, and following 6.5% growth in the fourth quarter last year.</p><p>\"The GDP data is a bit better than my expectations, while the robust corporate earnings for the year of 2020 and the first quarter of 2021 could also help provide support for the A-share market,\" said Yan Kaiwen, an analyst with China Fortune Securities.</p><p>Though stocks lost ground for the week on persistent worries that recent upbeat economic data could reinforce Beijing's policy tightening bias, even as Beijing had pledged no sudden policy shift. The CSI300 dropped 1.4%, while SSEC slipped 0.7%.</p><p>Also souring sentiment were ongoing tensions between Beijing and Washington.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"399001":"深证成指","399006":"创业板指","000001.SH":"上证指数"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2127283686","content_text":"SHANGHAI, April 16 (Reuters) - China stocks ended higher on Friday, as investors cheered robust GDP growth recorded in the first quarter, though lingering worries over policy tightening by Beijing pushed equities to post a weekly loss.The blue-chip CSI300 index ended up 0.4% at 4,966.18, while the Shanghai Composite Index added 0.8%to 3,426.62.China's economic recovery quickened sharply in the first quarter from a coronavirus-induced slump earlier last year, propelled by stronger demand at home and abroad and continued government support for smaller firms.The country's GDP jumped a record 18.3% in the first quarter from a year earlier, official data showed on Friday, slower than the 19% forecast by economists in a Reuters poll, and following 6.5% growth in the fourth quarter last year.\"The GDP data is a bit better than my expectations, while the robust corporate earnings for the year of 2020 and the first quarter of 2021 could also help provide support for the A-share market,\" said Yan Kaiwen, an analyst with China Fortune Securities.Though stocks lost ground for the week on persistent worries that recent upbeat economic data could reinforce Beijing's policy tightening bias, even as Beijing had pledged no sudden policy shift. The CSI300 dropped 1.4%, while SSEC slipped 0.7%.Also souring sentiment were ongoing tensions between Beijing and Washington.","news_type":1},"isVote":1,"tweetType":1,"viewCount":196,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":347409661,"gmtCreate":1618506650653,"gmtModify":1704712032155,"author":{"id":"3579141850161287","authorId":"3579141850161287","name":"GoaOn","avatar":"https://static.tigerbbs.com/c41bfb0b74d5d9d2f6a9ec08f3a8cb42","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3579141850161287","idStr":"3579141850161287"},"themes":[],"htmlText":"Like &amp; comment","listText":"Like &amp; comment","text":"Like & comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/347409661","repostId":"1176797324","repostType":4,"repost":{"id":"1176797324","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1618500878,"share":"https://ttm.financial/m/news/1176797324?lang=&edition=fundamental","pubTime":"2021-04-15 23:34","market":"us","language":"en","title":"AMD rose about 4% in morning  trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1176797324","media":"Tiger Newspress","summary":" Seeing it unlikely that Intel will ever regain its transistor advantage, Raymond James initiates Advanced Micro Devices with an Outperformrating and $100 price target.Analyst Chris Caso attributes AMD's pullback this year to improving sentiment that Intel can improve its manufacturing situation. But Caso thinks Intel's commitment to in-house production will keep the company running behind AMD.Caso says the current roadmaps show an advantage for AMD and foundry partner TSMC through at least 2024","content":"<p>(April 15)&nbsp;Seeing it unlikely that Intel&nbsp;will ever regain its transistor advantage, Raymond James initiates Advanced Micro Devices(NASDAQ:AMD)&nbsp;with an Outperformrating and $100 price target.</p><p>Analyst Chris Caso attributes AMD's pullback this year to improving sentiment that Intel can improve its manufacturing situation. But Caso thinks Intel's commitment to in-house production will keep the company running behind AMD.</p><p>Caso says the current roadmaps show an advantage for AMD&nbsp;and foundry partner TSMC&nbsp;through at least 2024.</p><p>AMD&nbsp;shares are&nbsp;up 4.1%&nbsp;to $81.77.</p><p>Raymond James downgraded Intel, bearish on thefoundry push.</p><p><img src=\"https://static.tigerbbs.com/3306c7bcf6759c07b50e1e336e351292\" tg-width=\"708\" tg-height=\"500\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/1b5e1cc67b2dbef65f87d6acdee47b05\" tg-width=\"921\" tg-height=\"93\" referrerpolicy=\"no-referrer\"></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AMD rose about 4% in morning  trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAMD rose about 4% in morning  trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-04-15 23:34</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(April 15)&nbsp;Seeing it unlikely that Intel&nbsp;will ever regain its transistor advantage, Raymond James initiates Advanced Micro Devices(NASDAQ:AMD)&nbsp;with an Outperformrating and $100 price target.</p><p>Analyst Chris Caso attributes AMD's pullback this year to improving sentiment that Intel can improve its manufacturing situation. But Caso thinks Intel's commitment to in-house production will keep the company running behind AMD.</p><p>Caso says the current roadmaps show an advantage for AMD&nbsp;and foundry partner TSMC&nbsp;through at least 2024.</p><p>AMD&nbsp;shares are&nbsp;up 4.1%&nbsp;to $81.77.</p><p>Raymond James downgraded Intel, bearish on thefoundry push.</p><p><img src=\"https://static.tigerbbs.com/3306c7bcf6759c07b50e1e336e351292\" tg-width=\"708\" tg-height=\"500\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/1b5e1cc67b2dbef65f87d6acdee47b05\" tg-width=\"921\" tg-height=\"93\" referrerpolicy=\"no-referrer\"></p><p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176797324","content_text":"(April 15) Seeing it unlikely that Intel will ever regain its transistor advantage, Raymond James initiates Advanced Micro Devices(NASDAQ:AMD) with an Outperformrating and $100 price target.Analyst Chris Caso attributes AMD's pullback this year to improving sentiment that Intel can improve its manufacturing situation. But Caso thinks Intel's commitment to in-house production will keep the company running behind AMD.Caso says the current roadmaps show an advantage for AMD and foundry partner TSMC through at least 2024.AMD shares are up 4.1% to $81.77.Raymond James downgraded Intel, bearish on thefoundry push.","news_type":1},"isVote":1,"tweetType":1,"viewCount":180,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940943896,"gmtCreate":1677665552415,"gmtModify":1677665555948,"author":{"id":"3579141850161287","authorId":"3579141850161287","name":"GoaOn","avatar":"https://static.tigerbbs.com/c41bfb0b74d5d9d2f6a9ec08f3a8cb42","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3579141850161287","idStr":"3579141850161287"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BN4.SI\">$KEPPEL CORPORATION LIMITED(BN4.SI)$&nbsp;</a>good stock to hold","listText":"<a href=\"https://ttm.financial/S/BN4.SI\">$KEPPEL CORPORATION 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