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06-03

Chips

The Global Chip Battle, in Charts

03-07

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chips that power everything from cars to electronics to artificial intelligence, and companies worldwide are competing to be part of the frenzy. Global semiconductor revenue is expected to top $1 trillion by the end of the decade, according to forecasts by the chip-industry consulting firm International Business Strategies.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/be1698b2be854c696761dd96b0d6bb56\" tg-width=\"746\" tg-height=\"459\"/></p><p>Stronger domestic production could diversify the highly specialized semiconductor supply chain, which in certain regions has strengths in some areas of the process and weaknesses in others. U.S. companies are leaders in many areas of chip design, for example, while those in Taiwan, South Korea and mainland China dominate the later production and assembly stages. </p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4bc273cbce24547b3ff46e900633a4e3\" tg-width=\"731\" tg-height=\"566\"/></p><p>That specialization makes the supply chain vulnerable to disruption from natural disasters, war, a pandemic or a trade fight. National security is also a driving force behind building domestic supply chains; reliance on China for chips, parts and materials is a concern among U.S. lawmakers.</p><p style=\"text-align: start;\">To combat this, funds are now flowing from the U.S. government to chip makers as part of the $53 billion Chips Act. But other countries in the chip race have their own aid packages.</p><p style=\"text-align: start;\">Last month alone, South Korea unveiled a $19 billion support package for its chip industry and China raised about $48 billion in its third and largest-yet installment of a national semiconductor fund. Japan and the European Union have put forth billions in government support.</p><p>Intel, Taiwan Semiconductor Manufacturing, Samsung Electronics and Micron Technology have all been awarded Chips Act funding. No company’s fortunes, however, have soared in the midst of the chip frenzy quite like Nvidia’s. The AI chip designer reported record revenue and profit last quarter, and its market cap is nearing $3 trillion.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/cda9e7f8c9683f861f6444df4381b554\" tg-width=\"736\" tg-height=\"673\"/></p><p>As funding is distributed and spent, the chip industry could look quite a bit different in the coming years. The U.S. is expected to increase its share of global chip-production capacity to 14% in 2032 from 10% in 2022, according to a Boston Consulting Group study commissioned by the Semiconductor Industry Association. The U.S. share in 2032 would be 8% without the Chips Act, the study found.</p><p style=\"text-align: start;\">South Korea will also see a modest gain in capacity share in the next decade, while Japan, Taiwan and mainland China will see their shares slide, according to the study.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5c02e7fdb414f3e986ed062ab4d61632\" tg-width=\"737\" tg-height=\"531\"/></p><p>The battle over chip production isn’t purely a zero-sum game. Japan, Taiwan, South Korea, mainland China and the U.S. will each increase their production capacity by at least 80% over the next decade, according to the BCG and SIA report.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Global Chip Battle, in Charts</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 Global Chip Battle, in Charts\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1012688067\">\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\">2024-06-03 10:59</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Money pouring into the semiconductor industry is set to supercharge the sector—and reshape its landscape in the process.</p><p>Governments have stepped up efforts to bolster their domestic productions of the chips that power everything from cars to electronics to artificial intelligence, and companies worldwide are competing to be part of the frenzy. Global semiconductor revenue is expected to top $1 trillion by the end of the decade, according to forecasts by the chip-industry consulting firm International Business Strategies.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/be1698b2be854c696761dd96b0d6bb56\" tg-width=\"746\" tg-height=\"459\"/></p><p>Stronger domestic production could diversify the highly specialized semiconductor supply chain, which in certain regions has strengths in some areas of the process and weaknesses in others. U.S. companies are leaders in many areas of chip design, for example, while those in Taiwan, South Korea and mainland China dominate the later production and assembly stages. </p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4bc273cbce24547b3ff46e900633a4e3\" tg-width=\"731\" tg-height=\"566\"/></p><p>That specialization makes the supply chain vulnerable to disruption from natural disasters, war, a pandemic or a trade fight. National security is also a driving force behind building domestic supply chains; reliance on China for chips, parts and materials is a concern among U.S. lawmakers.</p><p style=\"text-align: start;\">To combat this, funds are now flowing from the U.S. government to chip makers as part of the $53 billion Chips Act. But other countries in the chip race have their own aid packages.</p><p style=\"text-align: start;\">Last month alone, South Korea unveiled a $19 billion support package for its chip industry and China raised about $48 billion in its third and largest-yet installment of a national semiconductor fund. Japan and the European Union have put forth billions in government support.</p><p>Intel, Taiwan Semiconductor Manufacturing, Samsung Electronics and Micron Technology have all been awarded Chips Act funding. No company’s fortunes, however, have soared in the midst of the chip frenzy quite like Nvidia’s. The AI chip designer reported record revenue and profit last quarter, and its market cap is nearing $3 trillion.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/cda9e7f8c9683f861f6444df4381b554\" tg-width=\"736\" tg-height=\"673\"/></p><p>As funding is distributed and spent, the chip industry could look quite a bit different in the coming years. The U.S. is expected to increase its share of global chip-production capacity to 14% in 2032 from 10% in 2022, according to a Boston Consulting Group study commissioned by the Semiconductor Industry Association. The U.S. share in 2032 would be 8% without the Chips Act, the study found.</p><p style=\"text-align: start;\">South Korea will also see a modest gain in capacity share in the next decade, while Japan, Taiwan and mainland China will see their shares slide, according to the study.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5c02e7fdb414f3e986ed062ab4d61632\" tg-width=\"737\" tg-height=\"531\"/></p><p>The battle over chip production isn’t purely a zero-sum game. Japan, Taiwan, South Korea, mainland China and the U.S. will each increase their production capacity by at least 80% over the next decade, according to the BCG and SIA report.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INTC":"英特尔","QCOM":"高通","NVDA":"英伟达","MU":"美光科技","ASML":"阿斯麦","TSM":"台积电","AMD":"美国超微公司"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105739156","content_text":"Money pouring into the semiconductor industry is set to supercharge the sector—and reshape its landscape in the process.Governments have stepped up efforts to bolster their domestic productions of the chips that power everything from cars to electronics to artificial intelligence, and companies worldwide are competing to be part of the frenzy. Global semiconductor revenue is expected to top $1 trillion by the end of the decade, according to forecasts by the chip-industry consulting firm International Business Strategies.Stronger domestic production could diversify the highly specialized semiconductor supply chain, which in certain regions has strengths in some areas of the process and weaknesses in others. U.S. companies are leaders in many areas of chip design, for example, while those in Taiwan, South Korea and mainland China dominate the later production and assembly stages. That specialization makes the supply chain vulnerable to disruption from natural disasters, war, a pandemic or a trade fight. National security is also a driving force behind building domestic supply chains; reliance on China for chips, parts and materials is a concern among U.S. lawmakers.To combat this, funds are now flowing from the U.S. government to chip makers as part of the $53 billion Chips Act. But other countries in the chip race have their own aid packages.Last month alone, South Korea unveiled a $19 billion support package for its chip industry and China raised about $48 billion in its third and largest-yet installment of a national semiconductor fund. Japan and the European Union have put forth billions in government support.Intel, Taiwan Semiconductor Manufacturing, Samsung Electronics and Micron Technology have all been awarded Chips Act funding. No company’s fortunes, however, have soared in the midst of the chip frenzy quite like Nvidia’s. The AI chip designer reported record revenue and profit last quarter, and its market cap is nearing $3 trillion.As funding is distributed and spent, the chip industry could look quite a bit different in the coming years. The U.S. is expected to increase its share of global chip-production capacity to 14% in 2032 from 10% in 2022, according to a Boston Consulting Group study commissioned by the Semiconductor Industry Association. The U.S. share in 2032 would be 8% without the Chips Act, the study found.South Korea will also see a modest gain in capacity share in the next decade, while Japan, Taiwan and mainland China will see their shares slide, according to the study.The battle over chip production isn’t purely a zero-sum game. Japan, Taiwan, South Korea, mainland China and the U.S. will each increase their production capacity by at least 80% over the next decade, according to the BCG and SIA report.","news_type":1},"isVote":1,"tweetType":1,"viewCount":192,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":281523046039776,"gmtCreate":1709759817826,"gmtModify":1709759821446,"author":{"id":"3579788727995257","authorId":"3579788727995257","name":"Westango","avatar":"https://static.tigerbbs.com/3a4b1fc2fb23b33fff900b71df70c49f","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3579788727995257","idStr":"3579788727995257"},"themes":[],"htmlText":"Alb new&nbsp;","listText":"Alb new&nbsp;","text":"Alb new","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/281523046039776","repostId":"2417265778","repostType":2,"isVote":1,"tweetType":1,"viewCount":223,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":281522506150136,"gmtCreate":1709759689854,"gmtModify":1709759693268,"author":{"id":"3579788727995257","authorId":"3579788727995257","name":"Westango","avatar":"https://static.tigerbbs.com/3a4b1fc2fb23b33fff900b71df70c49f","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3579788727995257","idStr":"3579788727995257"},"themes":[],"htmlText":"Good reading","listText":"Good reading","text":"Good reading","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/281522506150136","repostId":"2417528166","repostType":2,"isVote":1,"tweetType":1,"viewCount":419,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":257317930393896,"gmtCreate":1703855837208,"gmtModify":1703855841682,"author":{"id":"3579788727995257","authorId":"3579788727995257","name":"Westango","avatar":"https://static.tigerbbs.com/3a4b1fc2fb23b33fff900b71df70c49f","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3579788727995257","idStr":"3579788727995257"},"themes":[],"htmlText":"2023 report card","listText":"2023 report card","text":"2023 report card","images":[{"img":"https://community-static.tradeup.com/news/c4d724d2872d62d23e28650364ce027b","width":"1081","height":"2057"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/257317930393896","isVote":1,"tweetType":1,"viewCount":188,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":256984709292296,"gmtCreate":1703774308844,"gmtModify":1703774313027,"author":{"id":"3579788727995257","authorId":"3579788727995257","name":"Westango","avatar":"https://static.tigerbbs.com/3a4b1fc2fb23b33fff900b71df70c49f","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3579788727995257","idStr":"3579788727995257"},"themes":[],"htmlText":"Tesla FSD","listText":"Tesla FSD","text":"Tesla FSD","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/256984709292296","repostId":"2394805784","repostType":4,"repost":{"id":"2394805784","pubTimestamp":1703763563,"share":"https://ttm.financial/m/news/2394805784?lang=&edition=fundamental","pubTime":"2023-12-28 19:39","market":"us","language":"en","title":"Tesla Makes Money Selling Electric Vehicles, But 67% of Its Earnings Might Soon Come From This Instead","url":"https://stock-news.laohu8.com/highlight/detail?id=2394805784","media":"Motley Fool","summary":"Cathie Wood's Ark Investment Management anticipates a significant change to Tesla's business model by 2027.","content":"<html><head></head><body><ul style=\"\"><li><p>Electric vehicle sales account for 84% of Tesla&#39;s revenue today.</p></li><li><p>Cathie Wood and Ark Investment Management anticipate self-driving technology could transform Tesla&#39;s economics.</p></li><li><p>By 2027, selling passenger electric vehicles might account for only a small part of Tesla&#39;s earnings.</p></li></ul><p><strong>Tesla</strong> sells more passenger electric vehicles (EVs) than any other car maker, and they account for 84% of the company&#39;s revenue today.</p><p>However, seasoned technology investor Cathie Wood thinks Tesla stock is the biggest artificial intelligence (AI) opportunity in the world. The company is using AI to develop its industry-leading autonomous self-driving vehicle software.</p><p>Wood&#39;s investment firm, Ark Investment Management, released a set of financial models that suggest electric vehicle sales won&#39;t be the primary source of Tesla&#39;s financial success for much longer. With the help of AI, 67% of the company&#39;s earnings will come from something else entirely by 2027! Here&#39;s what investors need to know.</p><h2 id=\"id_3406767816\">Here&#39;s what Tesla&#39;s business looks like today</h2><p>Tesla is on track to produce 1.8 million EVs in 2023, a number that CEO Elon Musk hopes will grow by 50% per year for the foreseeable future. The company operates six gigafactories located in California, Texas, Nevada, New York, Berlin (Germany), and Shanghai (China), with another in the planning stages in Nuevo Leon (Mexico).</p><p>But Tesla will have to expand its footprint if it wants to maintain Musk&#39;s desired growth rate over the long term. He estimates the company will be operating up to 12 gigafactories around the world by 2030, with a production capacity of 20 million EVs per year.</p><p>Reaching that point won&#39;t be easy, because competition is growing fast from start-ups and legacy automakers entering the EV space. Tesla has a significant head start, and it enjoys economies of scale -- its gross profit margin is higher than that of any other car maker in the industry, which affords the company pricing power to help fend off competitive threats.</p><p>In fact, Tesla slashed the prices of its EVs by an average of 20% between August 2022 and August 2023. Car giants like <strong>General Motors</strong> and <strong>Ford</strong> have already announced plans to postpone billions of dollars in investments into their own EV businesses, as they realize they will have to sustain heavy losses to compete with Tesla in the near term. Right now, Ford loses about $36,000 on every EV it produces!</p><p>But Tesla&#39;s price war is a huge drag on its own financials. While the company is on track to sell a record number of cars, its 2023 revenue is projected to grow by just 19% year over year -- the slowest annual pace in its history. The EV giant&#39;s earnings per share (profit) is set to <em>shrink </em>by 22%.</p><h2 id=\"id_1244106352\">Tesla is tackling a new frontier</h2><p>Tesla has been developing its full self-driving (FSD) software for over 10 years. It&#39;s currently the most advanced in the industry; Musk says Tesla customers have driven over 300 million miles using the beta version so far, and data is king when developing any AI-based technology.</p><p>Ark Invest also estimates Tesla has 2.7 million customer cars on the road testing FSD, which is 10 times more than its nearest competitor.</p><p>Musk has told investors Tesla plans to launch a fully autonomous robotaxi -- with no pedals or steering wheel -- by 2024, which can seamlessly transport passengers with no human assistance. However, once FSD rolls out to all customers, any Tesla vehicle could become a robotaxi.</p><p>Musk says the average passenger vehicle is only driven for 12 hours per week, so customers could lend their Tesla EVs to the company&#39;s ride-hailing network when they&#39;re not in use. That would allow the owner to earn income, which would be split with Tesla.</p><h2 id=\"id_1995691503\">The robotaxi could transform Tesla&#39;s economics</h2><p>Given the robotaxi hasn&#39;t launched yet, it&#39;s hard to say exactly what the business model will look like. However, we know Tesla will earn recurring subscription revenue from customers who install FSD software, and we also know Musk is considering licensing it to other car makers.</p><p>Of course, sales of the robotaxi itself will drive revenue, and any customer-owned Tesla serving as a robotaxi in the company&#39;s ride-hailing network will also contribute revenue.</p><p>By 2027, Ark Invest believes Tesla will be generating over $1 trillion in annual revenue, with 44% coming from the robotaxi business. That will translate into $354 billion in earnings before interest, tax, depreciation, and amortization (EBITDA), of which 64% will come from robotaxis and a further 3% from human-driven ride-hailing within Tesla&#39;s network.</p><p>Assuming Ark is correct, that means 67% of Tesla&#39;s 2027 EBITDA will come from segments that don&#39;t even exist today.</p><h2 id=\"id_2634891075\">Ark&#39;s forecasts might be too ambitious</h2><p>Tesla&#39;s revenue is on track to come in at $97 billion in 2023, so it would have to grow by 80% per year between now and 2027 to meet Ark&#39;s $1 trillion forecast by 2027. Keep in mind, Musk himself is only aiming for 50% EV production growth going forward.</p><p>The big unknown is how quickly Tesla can scale its robotaxi and ride-hailing businesses. <strong>Uber Technologies </strong>has 142 million monthly customers on its ride-hailing platform, and that company is on track to generate just $37 billion in revenue this year. Plus, Uber recently launched a fully autonomous service in Arizona in partnership with <strong>Alphabet</strong>&#39;s Waymo, so Tesla already faces competition.</p><p>I wouldn&#39;t place a sizable bet on Tesla stock based solely on Ark&#39;s financial models. They might prove accurate over time, but 2027 is an incredibly ambitious target.</p><p>Nevertheless, if and when Ark&#39;s predictions come true, Tesla could amass a valuation of over $6 trillion! That implies a 770% upside in its stock from where it trades today.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Makes Money Selling Electric Vehicles, But 67% of Its Earnings Might Soon Come From This Instead</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Makes Money Selling Electric Vehicles, But 67% of Its Earnings Might Soon Come From This Instead\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-12-28 19:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/12/27/tesla-selling-electric-vehicles-67-earnings-instea/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Electric vehicle sales account for 84% of Tesla's revenue today.Cathie Wood and Ark Investment Management anticipate self-driving technology could transform Tesla's economics.By 2027, selling ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/12/27/tesla-selling-electric-vehicles-67-earnings-instea/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","TSLL":"Direxion Daily TSLA Bull 2X Shares","TSLQ":"Tradr 2X Short TSLA Daily ETF"},"source_url":"https://www.fool.com/investing/2023/12/27/tesla-selling-electric-vehicles-67-earnings-instea/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2394805784","content_text":"Electric vehicle sales account for 84% of Tesla's revenue today.Cathie Wood and Ark Investment Management anticipate self-driving technology could transform Tesla's economics.By 2027, selling passenger electric vehicles might account for only a small part of Tesla's earnings.Tesla sells more passenger electric vehicles (EVs) than any other car maker, and they account for 84% of the company's revenue today.However, seasoned technology investor Cathie Wood thinks Tesla stock is the biggest artificial intelligence (AI) opportunity in the world. The company is using AI to develop its industry-leading autonomous self-driving vehicle software.Wood's investment firm, Ark Investment Management, released a set of financial models that suggest electric vehicle sales won't be the primary source of Tesla's financial success for much longer. With the help of AI, 67% of the company's earnings will come from something else entirely by 2027! Here's what investors need to know.Here's what Tesla's business looks like todayTesla is on track to produce 1.8 million EVs in 2023, a number that CEO Elon Musk hopes will grow by 50% per year for the foreseeable future. The company operates six gigafactories located in California, Texas, Nevada, New York, Berlin (Germany), and Shanghai (China), with another in the planning stages in Nuevo Leon (Mexico).But Tesla will have to expand its footprint if it wants to maintain Musk's desired growth rate over the long term. He estimates the company will be operating up to 12 gigafactories around the world by 2030, with a production capacity of 20 million EVs per year.Reaching that point won't be easy, because competition is growing fast from start-ups and legacy automakers entering the EV space. Tesla has a significant head start, and it enjoys economies of scale -- its gross profit margin is higher than that of any other car maker in the industry, which affords the company pricing power to help fend off competitive threats.In fact, Tesla slashed the prices of its EVs by an average of 20% between August 2022 and August 2023. Car giants like General Motors and Ford have already announced plans to postpone billions of dollars in investments into their own EV businesses, as they realize they will have to sustain heavy losses to compete with Tesla in the near term. Right now, Ford loses about $36,000 on every EV it produces!But Tesla's price war is a huge drag on its own financials. While the company is on track to sell a record number of cars, its 2023 revenue is projected to grow by just 19% year over year -- the slowest annual pace in its history. The EV giant's earnings per share (profit) is set to shrink by 22%.Tesla is tackling a new frontierTesla has been developing its full self-driving (FSD) software for over 10 years. It's currently the most advanced in the industry; Musk says Tesla customers have driven over 300 million miles using the beta version so far, and data is king when developing any AI-based technology.Ark Invest also estimates Tesla has 2.7 million customer cars on the road testing FSD, which is 10 times more than its nearest competitor.Musk has told investors Tesla plans to launch a fully autonomous robotaxi -- with no pedals or steering wheel -- by 2024, which can seamlessly transport passengers with no human assistance. However, once FSD rolls out to all customers, any Tesla vehicle could become a robotaxi.Musk says the average passenger vehicle is only driven for 12 hours per week, so customers could lend their Tesla EVs to the company's ride-hailing network when they're not in use. That would allow the owner to earn income, which would be split with Tesla.The robotaxi could transform Tesla's economicsGiven the robotaxi hasn't launched yet, it's hard to say exactly what the business model will look like. However, we know Tesla will earn recurring subscription revenue from customers who install FSD software, and we also know Musk is considering licensing it to other car makers.Of course, sales of the robotaxi itself will drive revenue, and any customer-owned Tesla serving as a robotaxi in the company's ride-hailing network will also contribute revenue.By 2027, Ark Invest believes Tesla will be generating over $1 trillion in annual revenue, with 44% coming from the robotaxi business. That will translate into $354 billion in earnings before interest, tax, depreciation, and amortization (EBITDA), of which 64% will come from robotaxis and a further 3% from human-driven ride-hailing within Tesla's network.Assuming Ark is correct, that means 67% of Tesla's 2027 EBITDA will come from segments that don't even exist today.Ark's forecasts might be too ambitiousTesla's revenue is on track to come in at $97 billion in 2023, so it would have to grow by 80% per year between now and 2027 to meet Ark's $1 trillion forecast by 2027. Keep in mind, Musk himself is only aiming for 50% EV production growth going forward.The big unknown is how quickly Tesla can scale its robotaxi and ride-hailing businesses. Uber Technologies has 142 million monthly customers on its ride-hailing platform, and that company is on track to generate just $37 billion in revenue this year. Plus, Uber recently launched a fully autonomous service in Arizona in partnership with Alphabet's Waymo, so Tesla already faces competition.I wouldn't place a sizable bet on Tesla stock based solely on Ark's financial models. They might prove accurate over time, but 2027 is an incredibly ambitious target.Nevertheless, if and when Ark's predictions come true, Tesla could amass a valuation of over $6 trillion! That implies a 770% upside in its stock from where it trades today.","news_type":1},"isVote":1,"tweetType":1,"viewCount":258,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":251305549049904,"gmtCreate":1702362065176,"gmtModify":1702362069473,"author":{"id":"3579788727995257","authorId":"3579788727995257","name":"Westango","avatar":"https://static.tigerbbs.com/3a4b1fc2fb23b33fff900b71df70c49f","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3579788727995257","idStr":"3579788727995257"},"themes":[],"htmlText":"Microsoft","listText":"Microsoft","text":"Microsoft","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/251305549049904","repostId":"2390366039","repostType":4,"repost":{"id":"2390366039","pubTimestamp":1702351488,"share":"https://ttm.financial/m/news/2390366039?lang=&edition=fundamental","pubTime":"2023-12-12 11:24","market":"us","language":"en","title":"Microsoft Could Be Worth Over $500 Per Share, Short OTM Puts for Extra Income","url":"https://stock-news.laohu8.com/highlight/detail?id=2390366039","media":"Barchart","summary":"Shorting OTM Puts for Extra IncomeOne way for investors in MSFT stock to make money while they wait for the stock to hit this price target is to sell short out-of-the-money  put options. It's best to focus on puts that expire in near-term expiration periods like the Dec. 29 period, for example. Th","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/MSFT\">Microsoft Corp </a> stock is still undervalued based on its free cash flow upside in the next year. MSFT stock could be worth 39% more or $518 per share based on $96 billion in FCF estimates next year. This is also based on a potential 2.5% FCF yield valuation. </p><p>I show how this works out in this article below. I also show a cheap way for existing shareholders to play this for extra income by shorting out-of-the-money (OTM) put options.</p><p>I already discussed this in my prior Barchart article on Nov. 14, but now I am updating this projection. Since then, MSFT stock has risen to $371.30 as of Monday, Dec. 11.</p><h3 id=\"id_3745679358\">FCF Estimates Close to $100 Billion In the Next 12 Months</h3><p>My target price is based on its free cash flow (FCF) and where it could rise in the next 12 months (NTM). For example, it made $20.7 billion in FCF in its latest quarter ending Sept. 30, according to page 5 of its shareholder deck. That was up 22% YoY.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fc0a195d0ddcd5071ef1c95601b92b26\" tg-width=\"1489\" tg-height=\"81\"/></p><p>Microsoft shareholder deck FY 2024 Q1 ending Sept. 30, 2023 - page 5</p><p>More importantly, this represented 36.6% of the total revenue of $56.5 billion for the quarter. That 37% FCF margin implies that if sales reach $243 billion this fiscal year (ending June 30, based on analysts&#39; estimates for 2024) free cash flow could rise to $90 billion. That is seen by multiplying $243 billion by 0.37.</p><p>And for the year ending June 2025, analysts forecast $276.75 billion, FCF could rise to $102.4 billion. That implies that the average FCF estimate over the NTM is $96.2 billion.</p><p>That is close to $100 billion in FCF projections sometime in the next 2 years. How will the market value this?</p><h3 id=\"id_3170266297\">MSFT Stock Could Be Worth $518 Per Share</h3><p>Here is how I think the market will value MSFT stock. In the last 12 months (LTM) Microsoft has generated $95.967 billion in cash flow from operations (CFFO). After deducting $31.741 billion in capex spending, its LTM FCF was $63.226 billion. These figures can be seen in Seeking Alpha&#39;s cash flow statements page for the LTM ending Sept. 30.</p><p>Now since Microsoft presently has a market capitalization of $2,773 billion, that means that the market values the company with a 2.28% FCF metric. This is seen by dividing its $63.2 billion by its market cap (i.e., $63.22b / $2,773b = 0.0228).</p><p>So, we can use that FCF yield metric to value its NTM FCF, i.e., $96.2 billion. For example, if we use a more conservative FCF yield of 2.5% we get a market value estimate of $3,848 billion (i.e., $96.2b/.025 = $3,848 billion).</p><p>That market value estimate is 38.8% over today&#39;s market cap of $2,773 billion. In other words, MSFT stock is worth 39% more. That puts its price target at $518 per share (i.e., 1.39 x $374.23 per share).</p><p>So how can existing shareholders play this?</p><h3 id=\"id_851267233\">Shorting OTM Puts for Extra Income</h3><p>One way for investors in MSFT stock to make money while they wait for the stock to hit this price target is to sell short out-of-the-money (OTM) put options. It&#39;s best to focus on puts that expire in near-term expiration periods like the Dec. 29 period, for example. That is just 3 weeks away.</p><p>For example, the $357.50 strike price put trades for $1.95 on the bid side. That play is 3% out-of-the-money (i.e., below today&#39;s price) and yields 0.545% (i.e., $1.95 / $357.50).</p><p>A more conservative play is the $350 strike price which trades for 99 cents. That is 5% OTM and yields 0.282% to the short seller of these puts.</p><p><a href=\"https://ttm.financial/OPT/MSFT%2020231229%20350.0%20PUT\" title=\"$MSFT 20231229 350.0 PUT$\" target=\"_blank\">$MSFT 20231229 350.0 PUT$</a> </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5c670b03c77679380b6732ac95d64243\" tg-width=\"1106\" tg-height=\"545\"/></p><p>MSFT put options expiring Dec. 29 - Barchart - As of Dec. 11, 2023</p><p>In any case, the annualized returns for both are still attractive. For example, the $357.50 strike price put yield works out to an annualized expected return (ER) of 9.27% (i.e., 0.545% x 17). This assumes the same trade can be repeated 17 times a year. Obviously, that won&#39;t always happen, but the ER calculation highlights the potential return at this rate.</p><p>The $350 strike price put yield works out to an annualized ER of 4.80% (i.e., 0.283% x 17). This has less of a chance of ever getting exercised since the strike price is 5% below today&#39;s price. But even if that happens the investor&#39;s obligation is simply to buy 100 MSFT shares at $350 per share. That would be done by the $35,000 that the investor has to secure with the brokerage firm at the time of entering the order to “Sell to Open” 1 put contract at $350 per share for expiration on Dec. 29.</p><p>The bottom line is the MSFT is worth almost 40% more. Existing investors can get paid by shorting OTM strike prices in near-term expiration periods.</p></body></html>","source":"barchart_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Microsoft Could Be Worth Over $500 Per Share, Short OTM Puts for Extra Income</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\">\nMicrosoft Could Be Worth Over $500 Per Share, Short OTM Puts for Extra Income\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-12-12 11:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barchart.com/story/news/22636316/microsoft-could-be-worth-over-500-per-share-based-on-its-massive-free-cash-flow><strong>Barchart</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Microsoft Corp  stock is still undervalued based on its free cash flow upside in the next year. MSFT stock could be worth 39% more or $518 per share based on $96 billion in FCF estimates next year. ...</p>\n\n<a href=\"https://www.barchart.com/story/news/22636316/microsoft-could-be-worth-over-500-per-share-based-on-its-massive-free-cash-flow\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"source_url":"https://www.barchart.com/story/news/22636316/microsoft-could-be-worth-over-500-per-share-based-on-its-massive-free-cash-flow","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2390366039","content_text":"Microsoft Corp  stock is still undervalued based on its free cash flow upside in the next year. MSFT stock could be worth 39% more or $518 per share based on $96 billion in FCF estimates next year. This is also based on a potential 2.5% FCF yield valuation. I show how this works out in this article below. I also show a cheap way for existing shareholders to play this for extra income by shorting out-of-the-money (OTM) put options.I already discussed this in my prior Barchart article on Nov. 14, but now I am updating this projection. Since then, MSFT stock has risen to $371.30 as of Monday, Dec. 11.FCF Estimates Close to $100 Billion In the Next 12 MonthsMy target price is based on its free cash flow (FCF) and where it could rise in the next 12 months (NTM). For example, it made $20.7 billion in FCF in its latest quarter ending Sept. 30, according to page 5 of its shareholder deck. That was up 22% YoY.Microsoft shareholder deck FY 2024 Q1 ending Sept. 30, 2023 - page 5More importantly, this represented 36.6% of the total revenue of $56.5 billion for the quarter. That 37% FCF margin implies that if sales reach $243 billion this fiscal year (ending June 30, based on analysts' estimates for 2024) free cash flow could rise to $90 billion. That is seen by multiplying $243 billion by 0.37.And for the year ending June 2025, analysts forecast $276.75 billion, FCF could rise to $102.4 billion. That implies that the average FCF estimate over the NTM is $96.2 billion.That is close to $100 billion in FCF projections sometime in the next 2 years. How will the market value this?MSFT Stock Could Be Worth $518 Per ShareHere is how I think the market will value MSFT stock. In the last 12 months (LTM) Microsoft has generated $95.967 billion in cash flow from operations (CFFO). After deducting $31.741 billion in capex spending, its LTM FCF was $63.226 billion. These figures can be seen in Seeking Alpha's cash flow statements page for the LTM ending Sept. 30.Now since Microsoft presently has a market capitalization of $2,773 billion, that means that the market values the company with a 2.28% FCF metric. This is seen by dividing its $63.2 billion by its market cap (i.e., $63.22b / $2,773b = 0.0228).So, we can use that FCF yield metric to value its NTM FCF, i.e., $96.2 billion. For example, if we use a more conservative FCF yield of 2.5% we get a market value estimate of $3,848 billion (i.e., $96.2b/.025 = $3,848 billion).That market value estimate is 38.8% over today's market cap of $2,773 billion. In other words, MSFT stock is worth 39% more. That puts its price target at $518 per share (i.e., 1.39 x $374.23 per share).So how can existing shareholders play this?Shorting OTM Puts for Extra IncomeOne way for investors in MSFT stock to make money while they wait for the stock to hit this price target is to sell short out-of-the-money (OTM) put options. It's best to focus on puts that expire in near-term expiration periods like the Dec. 29 period, for example. That is just 3 weeks away.For example, the $357.50 strike price put trades for $1.95 on the bid side. That play is 3% out-of-the-money (i.e., below today's price) and yields 0.545% (i.e., $1.95 / $357.50).A more conservative play is the $350 strike price which trades for 99 cents. That is 5% OTM and yields 0.282% to the short seller of these puts.$MSFT 20231229 350.0 PUT$ MSFT put options expiring Dec. 29 - Barchart - As of Dec. 11, 2023In any case, the annualized returns for both are still attractive. For example, the $357.50 strike price put yield works out to an annualized expected return (ER) of 9.27% (i.e., 0.545% x 17). This assumes the same trade can be repeated 17 times a year. Obviously, that won't always happen, but the ER calculation highlights the potential return at this rate.The $350 strike price put yield works out to an annualized ER of 4.80% (i.e., 0.283% x 17). This has less of a chance of ever getting exercised since the strike price is 5% below today's price. But even if that happens the investor's obligation is simply to buy 100 MSFT shares at $350 per share. That would be done by the $35,000 that the investor has to secure with the brokerage firm at the time of entering the order to “Sell to Open” 1 put contract at $350 per share for expiration on Dec. 29.The bottom line is the MSFT is worth almost 40% more. Existing investors can get paid by shorting OTM strike prices in near-term expiration periods.","news_type":1},"isVote":1,"tweetType":1,"viewCount":227,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":251304778862872,"gmtCreate":1702362039515,"gmtModify":1702362044695,"author":{"id":"3579788727995257","authorId":"3579788727995257","name":"Westango","avatar":"https://static.tigerbbs.com/3a4b1fc2fb23b33fff900b71df70c49f","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3579788727995257","idStr":"3579788727995257"},"themes":[],"htmlText":"AI meta","listText":"AI meta","text":"AI meta","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/251304778862872","repostId":"2390399612","repostType":4,"repost":{"id":"2390399612","pubTimestamp":1702362924,"share":"https://ttm.financial/m/news/2390399612?lang=&edition=fundamental","pubTime":"2023-12-12 14:35","market":"us","language":"en","title":"Meta Platforms: Meta Is At A Turning Point","url":"https://stock-news.laohu8.com/highlight/detail?id=2390399612","media":"Seeking Alpha","summary":"Meta Platforms, Inc.'s return on invested capital declined in 2022 but is on the rise again.Meta's valuation is relatively low compared to its peers, offering better upside potential.However, they appear to be at a turning point, as the consensus on Meta has changed.Justin Sullivan The Meta Investment Thesis Data by YCharts Meta Platforms, Inc.  was one of the best investments in 2023, almost tripling its share price from its lows in January. Driven by cost savings and multiple expansions, shareholders who believed in Meta even after the big selloff in 2022 were rewarded handsomely this year. On the other hand, there were many investors who panicked and sold last year because they were influenced by the very negative news about Meta and its future prospects. Now the media coverage has changed and Meta is again an investment that most people love, and this is a turning point in my opinion. Has Meta's outlook changed that much, or are people just understanding that CEO Mark Zuckerberg is","content":"<html><head></head><body><ul style=\"\"><li><p><a href=\"https://laohu8.com/S/META\">Meta Platforms</a>, Inc.&#39;s return on invested capital declined in 2022 but is on the rise again.</p></li><li><p>Meta&#39;s valuation is relatively low compared to its peers, offering better upside potential.</p></li><li><p>However, they appear to be at a turning point, as the consensus on Meta has changed.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7e7281685854c16f4140bc42739afb9b\" alt=\"Justin Sullivan\" title=\"Justin Sullivan\" tg-width=\"750\" tg-height=\"450\"/><span>Justin Sullivan</span></p><h2 id=\"id_2598368919\">The Meta Investment Thesis</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d3b556a4b2e4ea31dfce62e2a126cec0\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"435\"/><span>Data by YCharts</span></p><p><strong>Meta Platforms, Inc.</strong> (NASDAQ:META) was one of the best investments in 2023, almost tripling its share price from its lows in January. Driven by cost savings and multiple expansions, shareholders who believed in Meta even after the big selloff in 2022 were rewarded handsomely this year. On the other hand, there were many investors who panicked and sold last year because they were influenced by the very negative news about Meta and its future prospects.</p><p>Now the media coverage has changed and Meta is again an investment that most people love, and this is a turning point in my opinion. Has Meta&#39;s outlook changed that much, or are people just understanding that CEO Mark Zuckerberg is in it for the long haul? Do people now see investing in the metaverse - and all the other inventions that come with it - as something positive, instead of a billionaire&#39;s money-burning idea?</p><p>I think Meta&#39;s labs have a lot of surprises in store for the future, and maybe they even have something like Amazon.com Inc.&#39;s (AMZN) AWS up their sleeve. It would be odd if they could not find great opportunities in the metaverse and artificial intelligence (&#34;A.I.) with the large investment they are making. And they have some of the best scientists and experts in the world in this field.</p><h2 id=\"id_3039568673\">Meta&#39;s Metrics and Balance Sheet</h2><p>Meta&#39;s balance sheet is rock solid. Long-term debt is only $18,383 million, while cash alone is double that at $36,890 million. In addition, TTM&#39;s net income is $29,734, which is also greater than long-term debt. One could even argue that Meta could use a little more leverage, but with ROIC and ROE already excellent, there is no need. When debt is below 4x net income, I consider a company safe from a balance sheet perspective, and Meta is below 1x, which in my eyes makes it very secure.</p><p>Meta&#39;s free cash flow position is also very strong, giving them plenty of room to invest in growth and hopefully return more cash to shareholders in the future.</p><p>FCF TTM: $36,793m.</p><ul style=\"\"><li><p>$13,639m Q3/23.</p></li><li><p>$10,955m Q2/22.</p></li><li><p>$6,911m Q1/23.</p></li><li><p>$5,288m Q4/22.</p></li></ul><p>I think we need to adjust this number for SBC, and there we have the following numbers:</p><ul style=\"\"><li><p>SBC YTD 9 Months: $10,603m.</p></li><li><p>SBC Q4/22: $3,008m.</p></li></ul><p>SBC TTM: $13,611mSo the SBC adjusted FCF is $36,793m - $13,611m = <strong>$23,182m.</strong></p><p>In the long run, I think the SBC adjusted numbers have the potential to be over $30 million as Meta&#39;s bets and investments pay off. What&#39;s App in particular has great potential. In general, Meta is a money-printing machine with an incredibly strong balance sheet. They would be able to weather crises that other companies are not prepared for.</p><h2 id=\"id_912032819\">ROIC Vs. Competition</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e299d60ba368cf366b10542ef0a66d1b\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"518\"/><span>Data by YCharts</span></p><p>For peer comparisons, we use the usual suspects, Microsoft Corporation (MSFT), Alphabet Inc. (GOOG) (GOOGL), NVIDIA Corporation (NVDA), Amazon.com, Inc. (AMZN), and Apple Inc. (AAPL), as they are the closest in terms of market capitalization and there are many overlaps in their businesses. And up until Amazon, they all have fantastic returns on capital. Meta, on the other hand, saw a slight decline in ROIC due to investments in 2022, but it is on the way back up.</p><p>With a cost of debt of about 5% and a cost of equity of about 8%, I arrive at an approximate WACC of 8% for Meta. This results in a very favorable ROIC-WACC spread of 12%. This clearly shows that Meta is creating value, and if you are someone who believes that share price will follow return on capital over the long term, then Meta should be attractive to you. Because I think there is no argument that they will not continue to be as effective capital allocators.</p><p>High barriers to entry, as well as scale and network effects, are likely to protect earnings. Further share repurchases at potentially more opportune times, as in the past, would also enhance shareholder returns.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/55cbab6fe018b66735ffc5a079bf38d5\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"453\"/><span>Data by YCharts</span></p><p>Large share repurchases at high prices in the past reduced the share count by ~200 million, but high stock-based compensation, or SBC, costs led to a resurgence last quarter. Therefore, share repurchases are likely to be used to offset SBC rather than to significantly reduce shares outstanding. Dividend payments are also unlikely to be forthcoming, so shareholder returns will be driven primarily by earnings growth resulting from high capital returns and new growth opportunities.</p><h2 id=\"id_2366253596\">Valuation Vs. Competition</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/91d9777ce20407fb4a7c3e8124e54fa7\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"518\"/><span>Data by YCharts</span></p><p>I always take an EV/EBIT multiple rather than a P/E ratio because we can include debt by using enterprise value. And here we can see that Meta and Google are the cheapest of the peer group. Probably because some people see AI as a threat to the search engine business, and Meta has the Metaverse that many do not like. In addition, TikTok also has an influence on the valuation of Meta.</p><p>However, a multiple of 21x is fair considering the EBIT growth rate of 34.21% over the last 10 years. One could even argue that the multiple is too low if they can achieve the same growth rate in the future. Compared to its peers, Meta&#39;s shares are attractively priced and offer better upside due to the lower multiple and resulting better margin of safety.</p><h2 id=\"id_1233638885\">Meta&#39;s Reverse DCF</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8a622bd65c3211a3e6711a860f9e705d\" alt=\"Author\" title=\"Author\" tg-width=\"640\" tg-height=\"67\"/><span>Author</span></p><p>Over the last 4 quarters, the following diluted EPS figures have been reported.</p><ul style=\"\"><li><p>$4.39 Q3/23</p></li><li><p>$2.98 Q2/23</p></li><li><p>$2.20 Q1/23</p></li><li><p>$1.76 Q4/22,</p></li></ul><p>diluted EPS TTM: $11.33.</p><p>If we take that number and put it into a reverse discounted cash flow, or DCF, to see what is priced into the stock, we can see that EPS is currently priced at a compound annual growth rate of about 13% over the next 10 years. Over the past 10 years, Meta has achieved a compound annual growth rate of 40.15%, which is well above the required growth rate. Over the last 5 years, however, the growth rate was &#34;only&#34; 11.25%, so below the required level.</p><p>However, since the last 5 years have been marked by a lot of investment, I would argue that the next 5 years will probably look better than the last 5 years in terms of growth rate and, therefore, the stock is fairly valued.</p><h2 id=\"id_2414962326\">What could EPS look like in 5 years?</h2><p>I think there is a relatively high probability that we can see $20 diluted EPS in 5 years and, therefore, the stock will trade at about $500 if we take a 25x multiple. This would correspond to an EPS growth rate of approximately 12%. If the investments bear fruit within this period, $25 EPS and a share price of $625 are also possible. If Meta starts to see success with its huge investments, shareholders will be rewarded.</p><p>So, at the current price, a 5-year double-digit annual return is achievable and the chances of beating the long-term CAGR of the S&amp;P 500 of ~10% are good. Growth opportunities are plentiful, and share buybacks combined with lower SBC costs could boost total stock returns.</p><h2 id=\"id_1604188979\">Is Meta A Buy, Hold or Sell?</h2><p>I bought some more shares in Meta this month, but only because I always follow Peter Lynch&#39;s advice in December to water the flowers. However, I wouldn&#39;t have bought Meta if December hadn&#39;t been the month I put my money into my best investment ever from an IRR standpoint. Since I have been continuously adding in 2022 and 2023, I have had much more attractive entry points.</p><p>In general, I&#39;d say Hold would be a better choice for Meta Platforms, Inc. stock because there&#39;s a lot of uncertainty about the whole investment in the metaverse bet and how they&#39;re going to monetize What&#39;s App and AI. And depending on the size of the investment in the metaverse, I think there could be some selloffs in the future to give investors another opportunity to buy shares of this wonderful company at an even better EV/EBIT multiple.</p><p>In this sense, water the flowers and cut the weeds.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Meta Platforms: Meta Is At A Turning Point</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMeta Platforms: Meta Is At A Turning Point\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-12-12 14:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4657327-meta-platforms-meta-is-at-a-turning-point><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Meta Platforms, Inc.'s return on invested capital declined in 2022 but is on the rise again.Meta's valuation is relatively low compared to its peers, offering better upside potential.However, they ...</p>\n\n<a href=\"https://seekingalpha.com/article/4657327-meta-platforms-meta-is-at-a-turning-point\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU0171293334.USD":"贝莱德英国基金A2","LU0965509010.AUD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (AUDHDG) INC","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU0861579265.USD":"联博低波幅策略股票基金A","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU0149725797.USD":"汇丰美国股市经济规模基金","BK4567":"ESG概念","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","META":"Meta Platforms, Inc.","LU0289941410.SGD":"AB FCP I Dynamic Diversified AX SGD","BK4566":"资本集团","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU0048573561.USD":"FIDELITY AMERICA \"A\" (USD) INC","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","BK4122":"互联网与直销零售","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU0310800379.SGD":"FTIF - Templeton Global A Acc SGD","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H"},"source_url":"https://seekingalpha.com/article/4657327-meta-platforms-meta-is-at-a-turning-point","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2390399612","content_text":"Meta Platforms, Inc.'s return on invested capital declined in 2022 but is on the rise again.Meta's valuation is relatively low compared to its peers, offering better upside potential.However, they appear to be at a turning point, as the consensus on Meta has changed.Justin SullivanThe Meta Investment ThesisData by YChartsMeta Platforms, Inc. (NASDAQ:META) was one of the best investments in 2023, almost tripling its share price from its lows in January. Driven by cost savings and multiple expansions, shareholders who believed in Meta even after the big selloff in 2022 were rewarded handsomely this year. On the other hand, there were many investors who panicked and sold last year because they were influenced by the very negative news about Meta and its future prospects.Now the media coverage has changed and Meta is again an investment that most people love, and this is a turning point in my opinion. Has Meta's outlook changed that much, or are people just understanding that CEO Mark Zuckerberg is in it for the long haul? Do people now see investing in the metaverse - and all the other inventions that come with it - as something positive, instead of a billionaire's money-burning idea?I think Meta's labs have a lot of surprises in store for the future, and maybe they even have something like Amazon.com Inc.'s (AMZN) AWS up their sleeve. It would be odd if they could not find great opportunities in the metaverse and artificial intelligence (\"A.I.) with the large investment they are making. And they have some of the best scientists and experts in the world in this field.Meta's Metrics and Balance SheetMeta's balance sheet is rock solid. Long-term debt is only $18,383 million, while cash alone is double that at $36,890 million. In addition, TTM's net income is $29,734, which is also greater than long-term debt. One could even argue that Meta could use a little more leverage, but with ROIC and ROE already excellent, there is no need. When debt is below 4x net income, I consider a company safe from a balance sheet perspective, and Meta is below 1x, which in my eyes makes it very secure.Meta's free cash flow position is also very strong, giving them plenty of room to invest in growth and hopefully return more cash to shareholders in the future.FCF TTM: $36,793m.$13,639m Q3/23.$10,955m Q2/22.$6,911m Q1/23.$5,288m Q4/22.I think we need to adjust this number for SBC, and there we have the following numbers:SBC YTD 9 Months: $10,603m.SBC Q4/22: $3,008m.SBC TTM: $13,611mSo the SBC adjusted FCF is $36,793m - $13,611m = $23,182m.In the long run, I think the SBC adjusted numbers have the potential to be over $30 million as Meta's bets and investments pay off. What's App in particular has great potential. In general, Meta is a money-printing machine with an incredibly strong balance sheet. They would be able to weather crises that other companies are not prepared for.ROIC Vs. CompetitionData by YChartsFor peer comparisons, we use the usual suspects, Microsoft Corporation (MSFT), Alphabet Inc. (GOOG) (GOOGL), NVIDIA Corporation (NVDA), Amazon.com, Inc. (AMZN), and Apple Inc. (AAPL), as they are the closest in terms of market capitalization and there are many overlaps in their businesses. And up until Amazon, they all have fantastic returns on capital. Meta, on the other hand, saw a slight decline in ROIC due to investments in 2022, but it is on the way back up.With a cost of debt of about 5% and a cost of equity of about 8%, I arrive at an approximate WACC of 8% for Meta. This results in a very favorable ROIC-WACC spread of 12%. This clearly shows that Meta is creating value, and if you are someone who believes that share price will follow return on capital over the long term, then Meta should be attractive to you. Because I think there is no argument that they will not continue to be as effective capital allocators.High barriers to entry, as well as scale and network effects, are likely to protect earnings. Further share repurchases at potentially more opportune times, as in the past, would also enhance shareholder returns.Data by YChartsLarge share repurchases at high prices in the past reduced the share count by ~200 million, but high stock-based compensation, or SBC, costs led to a resurgence last quarter. Therefore, share repurchases are likely to be used to offset SBC rather than to significantly reduce shares outstanding. Dividend payments are also unlikely to be forthcoming, so shareholder returns will be driven primarily by earnings growth resulting from high capital returns and new growth opportunities.Valuation Vs. CompetitionData by YChartsI always take an EV/EBIT multiple rather than a P/E ratio because we can include debt by using enterprise value. And here we can see that Meta and Google are the cheapest of the peer group. Probably because some people see AI as a threat to the search engine business, and Meta has the Metaverse that many do not like. In addition, TikTok also has an influence on the valuation of Meta.However, a multiple of 21x is fair considering the EBIT growth rate of 34.21% over the last 10 years. One could even argue that the multiple is too low if they can achieve the same growth rate in the future. Compared to its peers, Meta's shares are attractively priced and offer better upside due to the lower multiple and resulting better margin of safety.Meta's Reverse DCFAuthorOver the last 4 quarters, the following diluted EPS figures have been reported.$4.39 Q3/23$2.98 Q2/23$2.20 Q1/23$1.76 Q4/22,diluted EPS TTM: $11.33.If we take that number and put it into a reverse discounted cash flow, or DCF, to see what is priced into the stock, we can see that EPS is currently priced at a compound annual growth rate of about 13% over the next 10 years. Over the past 10 years, Meta has achieved a compound annual growth rate of 40.15%, which is well above the required growth rate. Over the last 5 years, however, the growth rate was \"only\" 11.25%, so below the required level.However, since the last 5 years have been marked by a lot of investment, I would argue that the next 5 years will probably look better than the last 5 years in terms of growth rate and, therefore, the stock is fairly valued.What could EPS look like in 5 years?I think there is a relatively high probability that we can see $20 diluted EPS in 5 years and, therefore, the stock will trade at about $500 if we take a 25x multiple. This would correspond to an EPS growth rate of approximately 12%. If the investments bear fruit within this period, $25 EPS and a share price of $625 are also possible. If Meta starts to see success with its huge investments, shareholders will be rewarded.So, at the current price, a 5-year double-digit annual return is achievable and the chances of beating the long-term CAGR of the S&P 500 of ~10% are good. Growth opportunities are plentiful, and share buybacks combined with lower SBC costs could boost total stock returns.Is Meta A Buy, Hold or Sell?I bought some more shares in Meta this month, but only because I always follow Peter Lynch's advice in December to water the flowers. However, I wouldn't have bought Meta if December hadn't been the month I put my money into my best investment ever from an IRR standpoint. Since I have been continuously adding in 2022 and 2023, I have had much more attractive entry points.In general, I'd say Hold would be a better choice for Meta Platforms, Inc. stock because there's a lot of uncertainty about the whole investment in the metaverse bet and how they're going to monetize What's App and AI. And depending on the size of the investment in the metaverse, I think there could be some selloffs in the future to give investors another opportunity to buy shares of this wonderful company at an even better EV/EBIT multiple.In this sense, water the flowers and cut the weeds.","news_type":1},"isVote":1,"tweetType":1,"viewCount":251,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":251298014486744,"gmtCreate":1702360368899,"gmtModify":1702360372920,"author":{"id":"3579788727995257","authorId":"3579788727995257","name":"Westango","avatar":"https://static.tigerbbs.com/3a4b1fc2fb23b33fff900b71df70c49f","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3579788727995257","idStr":"3579788727995257"},"themes":[],"htmlText":"AI","listText":"AI","text":"AI","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/251298014486744","repostId":"2390013368","repostType":2,"isVote":1,"tweetType":1,"viewCount":309,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":250978684284992,"gmtCreate":1702282264415,"gmtModify":1702282268705,"author":{"id":"3579788727995257","authorId":"3579788727995257","name":"Westango","avatar":"https://static.tigerbbs.com/3a4b1fc2fb23b33fff900b71df70c49f","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3579788727995257","idStr":"3579788727995257"},"themes":[],"htmlText":"Baba","listText":"Baba","text":"Baba","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/250978684284992","repostId":"2390038948","repostType":4,"repost":{"id":"2390038948","pubTimestamp":1702281600,"share":"https://ttm.financial/m/news/2390038948?lang=&edition=fundamental","pubTime":"2023-12-11 16:00","market":"us","language":"en","title":"Alibaba: At $72 Per Share Makes No Sense","url":"https://stock-news.laohu8.com/highlight/detail?id=2390038948","media":"Seeking Alpha","summary":"Alibaba's stock price has significantly declined, making it an attractive investment opportunity.The company's fundamentals remain strong, with solid revenue growth and positive free cash flow.The Chinese stock market has already discounted the worst-case scenarios, making Alibaba undervalued and potentially poised for a rebound.   Wang He/Getty Images News Would you ever buy a company with these characteristics?","content":"<html><head></head><body><ul style=\"\"><li><p>Alibaba&#39;s stock price has significantly declined, making it an attractive investment opportunity.</p></li><li><p>The company&#39;s fundamentals remain strong, with solid revenue growth and positive free cash flow.</p></li><li><p>The Chinese stock market has already discounted the worst-case scenarios, making Alibaba undervalued and potentially poised for a rebound.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b4e34484205aece11ef5f5308044f00e\" alt=\"Wang He/Getty Images News\" title=\"Wang He/Getty Images News\" tg-width=\"750\" tg-height=\"522\"/><span>Wang He/Getty Images News</span></p><p>Would you ever buy a company with these characteristics?</p><ul style=\"\"><li><p>5-year free cash flow growth of 11%; free cash flow margin of 19.60%.</p></li><li><p>5-year revenue growth of about 20%.</p></li><li><p>Net debt of -$51.48 billion and market capitalization of only $184 billion.</p></li><li><p>NTM Market Cap / Free Cash Flow of 7.26x; NTM Price / Normalized Earnings (P/E) of 7.61x.</p></li></ul><p>Probably, if this company was headquartered in New York now you would all run to buy it. Unfortunately, it is located on the other side of the world, in Hangzhou, China. It is exactly this aspect that I want to leverage in this article since the issues of this company are not about the business itself but about the country in which it resides. As you might have guessed, I am talking about the much-discussed Alibaba (NYSE:BABA).</p><h2 id=\"id_2600538427\">Context</h2><p>Before assessing the current situation, I think it is useful to give a brief recap of what has happened so far since November 2020, which is when Alibaba&#39;s meltdown began. In these three years, virtually everything has happened.</p><p>At the end of October 2020, there was great optimism around Alibaba and it was steadily trading around $280-$300 per share. At the time, it was pretty much done for the IPO of Ant Group, which is the company that owns the world&#39;s largest mobile payment platform, Alipay. Alibaba owns 33% of the group, so it had every interest in making the biggest IPO of all time go through. However, when everything seemed to be going right, some statements by Jack Ma about the Chinese financial system caught the attention of the Chinese authorities and after a few days, the IPO was cancelled. According to the authorities&#39; statements, the reason was that Ant Group&#39;s structure did not reflect the anti-monopoly rules. After years of turbulence, the worst seems to be behind us, but not without consequences:</p><ul style=\"\"><li><p>Ant Group was fined $985 million, one of the highest fines ever imposed by Chinese regulators.</p></li><li><p>The ownership structure has been completely turned upside down: Jack Ma owned 53.46% of the voting shares, today only 6.20%. Thus, no shareholder, alone or in agreement with other parties, will have control.</p></li></ul><p>Overall, after these three years, Ant Group comes out weakened, and indirectly so does Alibaba. Be that as it may, this was only the first hiccup.</p><p>Following the suspension of the IPO, Chinese regulators fined the country&#39;s major big tech companies for antitrust violations: in 2021 Alibaba was fined $2.80 billion. In addition, a few months later, the company said it would participate in <em>common prosperity</em> initiatives by investing $15.50 billion through 2025. The goal was to benefit from the economic growth of the entire country:</p><blockquote><p><em>Alibaba is a beneficiary of the strong social and economic progress in China over the past 22 years. We firmly believe that if society is doing well and the economy is doing well, then Alibaba will do well.</em></p><p><em>Former Alibaba CEO Daniel Zhang</em></p></blockquote><p>Needless to say, the market saw these investments as yet another fine to pay, and from that point on, the stock began to sink. Although by 2022 the fines were over, the S&amp;P 500 (SP500) in a downward trend was yet another excuse to fuel Alibaba&#39;s collapse. From $319 per share in October 2020 today the stock is trading at about $72 per share: an absolute disaster.</p><p>Coming to this point, after all this news, you may be wondering why Alibaba is a strong buy. The reason is that the current price per share is so low that in my opinion, it has already discounted the most negative scenario ever. Over the past three years, everything was a pretext to sell Alibaba and we have reached a point where it is really hard to make things worse. Making an analogy with the U.S. economy, this is Alibaba&#39;s 2008 and it is much easier to restart from here than to sink further.</p><p>At the moment the major problems with Chinese regulators are behind us, but I don&#39;t doubt that there may be new complications in the future, and that is what worries the market. While I understand investors&#39; concern, I also believe that one should not be overly pessimistic either. I doubt that it is in China&#39;s interest to destroy one of their best companies ever. Tencent (OTCPK:TCEHY) and PDD Holdings (PDD) have also been fined, but they have already made up some of the lost ground.</p><p>My impression is that sentiment is still extremely negative for Alibaba compared to the other Chinese big tech companies, which is why it will have to prove something more to attract investors. Still, it really took very little to go from being one of the best companies in the world to being one of the most avoided: Mr. Market is often too emotional.</p><h2 id=\"id_1220477199\">Analysis of the Chinese economy</h2><p>As already anticipated, since Alibaba&#39;s performance is affected by any news that has to do with China, I think the first thing to analyze is the macroeconomic environment.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ea6e9ffd14ac6e328b95d870f99a6636\" alt=\"World Bank\" title=\"World Bank\" tg-width=\"640\" tg-height=\"569\"/><span>World Bank</span></p><p>Since the mid-1960s China&#39;s economic growth has been unrestrained and GDP used to increase in double digits. Since 2010, year-on-year growth has slowed down but remains higher than European and U.S. growth. The Chinese government&#39;s goal is to grow on average between 4.50-5% per year, which has failed in recent years due to a number of issues.</p><ul style=\"\"><li><p>The first was the pandemic. In China, the lockdowns lasted longer and were also much more stringent.</p></li><li><p>The second is that China&#39;s real estate market is facing a tough time, which is extremely relevant since it contributes about 30% of GDP. China&#39;s housing boom seems to have come to an end and is now paying for the excessive borrowing and construction done over the past decades. The population has stopped growing as it did in the past, and demand for new housing has dropped dramatically to the point where it has created ghost towns.</p></li></ul><p>The beginning of the real estate crisis dates back to 2021 when the China Evergrande Group (OTC:EGRNQ), once the second-largest real estate developer in the country, declared bankruptcy. Later, it was the turn of other prominent real estate developers such as Country Garden (OTCPK:CTRYF). In any case, we have been talking about this crisis for at least two years, and in my opinion, the Chinese equity market has already discounted this issue. This is nothing new.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2b92b823c28ac1982fb4ffa0940a435a\" alt=\"Federal Reserve Bank of St. Louis\" title=\"Federal Reserve Bank of St. Louis\" tg-width=\"640\" tg-height=\"219\"/><span>Federal Reserve Bank of St. Louis</span></p><p>In fact, it has been since 2021 that the price of Chinese residential property has been plummeting, but as of mid-year, there seems to be a basis for a recovery. Proportionally, the slump in recent years has been greater than during the great financial crisis.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/81dcc4209a4bb6b46695f1df06b401db\" alt=\"CEIC Data\" title=\"CEIC Data\" tg-width=\"640\" tg-height=\"367\"/><span>CEIC Data</span></p><p>Moreover, taking a look at the average price of Chinese properties in RMB/sq m, after a violent slump starting in 2021, a new bullish trend has already begun since the beginning of the following year. In short, I believe that overall the worst of the real estate bubble has now already been discounted by the market and China has faced its 2008. We often forget that the Hang Seng (HSI) has collapsed more than 50% from its all-time high: how much further down can it go?</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5af84d3249c1ec37ea03166164b3124e\" alt=\"GuruFocus\" title=\"GuruFocus\" tg-width=\"640\" tg-height=\"336\"/><span>GuruFocus</span></p><p>The median of the Hang Seng P/E ratio is 10.20x, today we are at only 7.80x, more than one standard deviation below. In the last 20 years hardly has this index been so depressed.</p><p>So, in addition to the problems with Chinese regulators, Alibaba&#39;s price per share has also been affected by the tightening of the Chinese economic environment, which is why I think it has also discounted a potential recession in China. In general, at current prices, I think the Chinese stock market is much more attractive than the U.S. stock market, and Alibaba is probably one of the companies that will benefit most from China&#39;s economic rebound.</p><p>While the United States is struggling with high interest rates, rising default rates, and banks reluctant to lend money, China is currently in the opposite situation: interest rates are declining and the Chinese government is also poised to increase fiscal spending.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9f859051f8593bfa6dbdfaa9c074c823\" alt=\"TRADING ECONOMICS\" title=\"TRADING ECONOMICS\" tg-width=\"640\" tg-height=\"479\"/><span>TRADING ECONOMICS</span></p><p>The Prime Rate Loan has already decreased twice since the beginning of the year and China&#39;s budget deficit ratio will be raised to about 3.80% of GDP following the issuance of CNY 1 trillion sovereign bonds ($137 billion).</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6ed44ccec7a7b6e21a3158b88a5bc687\" alt=\"YCharts\" title=\"YCharts\" tg-width=\"640\" tg-height=\"259\"/><span>YCharts</span></p><p>Since China is currently fighting deflation, I would not be surprised if rates were reduced further and fiscal spending increased. During the 2008 crisis, the Chinese government made immediate efforts to avoid a financial meltdown, and about two months after the Lehman Brothers bankruptcy it had a stimulus package worth CNY 4 trillion ready.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b25f78185160015652a365cc8250ecd5\" alt=\"International Monetary Fund\" title=\"International Monetary Fund\" tg-width=\"640\" tg-height=\"192\"/><span>International Monetary Fund</span></p><p>Since China remains one of the main economic powers with the lowest debt-GDP ratio, about 77%, I expect that in case of a worse-than-expected real estate crisis, a decision will be made to increase economic stimulus: there is room to do so. Finally, at least for the time being, GDP growth estimates in 2023 and 2024 are sound, 5.20% and 4.10%, respectively.</p><p>In light of all these considerations, I believe that the Chinese stock market has already discounted the worst and as early as next year may begin its comeback. Typically, the market bottom is reached when the following conditions occur:</p><ul style=\"\"><li><p>Pessimism is extreme.</p></li><li><p>There are deflationary pressures.</p></li><li><p>The government begins to stimulate the economy.</p></li><li><p>Interest rates fall.</p></li></ul><p>China currently meets all the conditions; the U.S. does not even have one since it is coming from years of strong expansion. Therefore, I would not be surprised if in 2024 the performance of these two countries is opposite: Hang Seng rising and S&amp;P500 declining.</p><p>Alibaba was among the hardest hit companies in the Hang Seng Index, so I expect it will be one of the companies to benefit the most when the trend reverses. After all, its fundamentals are still solid.</p><h2 id=\"id_832139716\">Alibaba is not dead</h2><p>When a company loses 77% in three years, we expect at the very least that its core business has been disrupted for the worse. Other times collapses of this magnitude raise assumptions of bankruptcy or permanent damage to the company. In the case of Alibaba, the company has simply encountered two years of stagnation after a decade of strong growth. Even the best companies in the world have difficult times to overcome: take a look at Apple between 2012 and 2014.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4211aefeb6a3498338bb03bd09c4da2b\" alt=\"Chart based on Seeking Alpha data\" title=\"Chart based on Seeking Alpha data\" tg-width=\"640\" tg-height=\"288\"/><span>Chart based on Seeking Alpha data</span></p><p>As we can see, until FY2021 growth never had any problems; they started the following year. As already widely discussed, pandemic, fines, and real estate crisis made FY2022 and FY2023 hell, and yet Alibaba came out with its head held high. The company in the last 12 months generated a net income of $18.16 billion, cash from operations of $29.21 billion, and revenues declined minimally. In addition, it should be noted that these figures were impacted by an unfavorable exchange rate effect. Since the Fed is implementing a restrictive monetary policy and China&#39;s central bank an expansionary monetary policy, the CNY/USD exchange rate has changed significantly. In any case, performance over the past 12 months has been significantly better than in FY2022 and FY2023, suggesting that a comeback is underway.</p><p>In particular, the first six months of FY2024 are showing improvement in all business segments.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/45c739f0f03ceec0e5dc4c1c44b3d9c1\" alt=\"Alibaba Group September Quarter 2023 Results\" title=\"Alibaba Group September Quarter 2023 Results\" tg-width=\"640\" tg-height=\"482\"/><span>Alibaba Group September Quarter 2023 Results</span></p><p>Taobao and Tmall generated revenues of RMB 212.60 billion, up 8% from the previous year. This may seem like a slightly disappointing result, but one must consider the macroeconomic environment in which Alibaba is operating. It is not easy to grow during a deflationary period; in fact, even competitor JD (JD) has struggled.</p><p>International commerce had sensational growth, +47% or RMB 14.86 billion more than last year. This growth comes mainly from the retail segment. This is in my opinion a strong result and a proof of the ease with which Alibaba is expanding overseas through AliExpress.</p><p>Local Services, Digital media, and Cainiao all grew more than 20% over H1 FY2023.</p><p>Cloud had only 3% growth and generated revenues of RMB 52.71 billion; Alibaba continues to have the third largest cloud computing platform globally. The market did not take management&#39;s decision to give up the spinoff well, but I personally find it a correct choice. How much capital could Alibaba have gotten from a business segment growing at low-single digits today? For the time being, the focus is to get the Cloud growing again and only then to think about the IPO.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7fc17be9235ca0cf453892450ee58cca\" alt=\"Alibaba Group September Quarter 2023 Results\" title=\"Alibaba Group September Quarter 2023 Results\" tg-width=\"640\" tg-height=\"359\"/><span>Alibaba Group September Quarter 2023 Results</span></p><p>Anyway, in terms of profitability the Cloud has improved: compared to H1 FY2023 EBITA improved by 26%. Cainiao is no longer at a loss and Local Services and Digital Media have significantly reduced losses. Overall, income from operations improved by 52%.</p><p>In light of these results, it is clear that Alibaba is not a dying company contrary to what the price per share would have you believe.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/78fa259ec2337c1610a606e589f00301\" alt=\"Seeking Alpha\" title=\"Seeking Alpha\" tg-width=\"640\" tg-height=\"262\"/><span>Seeking Alpha</span></p><p>Street Estimates, despite pessimism toward this company, are in favor of steady growth in the future, albeit not at the same rate as in the past decade. After all, Alibaba today is a behemoth and logically cannot sustain the growth rates of the past.</p><p>Finally, the last aspect I would like to cover in this section is shareholder remuneration.</p><p>Alibaba has also officially become a dividend company since a dividend of $2.50 billion will be issued in 2024. The current dividend yield is very low, only 1.38%, but think of its growth potential. This company can easily generate an annual free cash flow of $30 billion over the next few years, so its growth rate could be substantial. The increase in dividend per share will be fueled by the huge buybacks that management is implementing. In the last quarter, treasury stock worth $1.70 billion was purchased and another $14.60 billion remains on hand.</p><p>Personally, on shareholder compensation, I slightly disagree with management&#39;s choices: that $2.50 billion I would have preferred if it had been used to increase the buyback. In any case, I understand that this choice was made more to attract new investors than anything else. I expect the buyback to be leveraged as much as possible at the current price.</p><h2 id=\"id_1380646998\">Valuation</h2><p>We came to the centerpiece of the article, which is the valuation of Alibaba. I have written hundreds of articles on Seeking Alpha but honestly, I have never found a company so undervalued. At the current price, Alibaba does not make sense and now I will explain why.</p><p>First of all, net debt is -$51.48 billion and free cash flow for the past 12 months was $24.51 billion (and Alibaba has not yet fully recovered). Subtracting net debt from the current market capitalization of $184 billion, in five and a half years free cash flow (assuming 0% growth) manages to cover the entire capitalization. For comparison, it is as if Apple (AAPL) were trading at $35 per share.</p><p>By creating a discounted cash flow model this undervaluation is even more evident. This model takes into account the following assumptions:</p><ul style=\"\"><li><p>2023-2028 free cash flow was calculated from previous Street Estimates and multiplied by the free cash flow margin for the last 12 months, 19.60%. From 2029-2032 I applied a CAGR of 5% and finally a perpetual growth rate of 2.50%.</p></li><li><p>The discount rate used is 12%. Using the CAPM the rate would have been under 10%, so to make my estimate more conservative I arbitrarily increased it.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a5f5f5eab483f2bf0d63af89c745d285\" alt=\"Discounted cash flow\" title=\"Discounted cash flow\" tg-width=\"640\" tg-height=\"237\"/><span>Discounted cash flow</span></p><p>With these assumptions, Alibaba&#39;s fair value is $157.27 per share, more than double the current price. But there is more.</p><p>For the fair value to align with the current price, the RRR would have to be about 25%, effectively making Alibaba almost 10x in 10 years. Thus, investing $1,000 today in 2033 will become $10,000. Anyway, 10x or not, unless the financials are distorted (and I have no reason to believe that) at today&#39;s price Alibaba I think is a bargain, potentially the best in 2024.</p><p>With Alibaba, we can have fun making even the most absurd assumptions, but there is no way to make it overvalued.</p><p>Let&#39;s assume that all analysts are wrong and Alibaba will never grow again for some strange reason. So, the expected free cash flow in 2023 will have a growth rate of 0% and a perpetual growth rate of 0%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a5f7ad8f76f4a13b9bda104bca587a5a\" alt=\"Discounted cash flow\" title=\"Discounted cash flow\" tg-width=\"640\" tg-height=\"236\"/><span>Discounted cash flow</span></p><p>Again, Alibaba is undervalued since the fair value is $106.28 per share, a 47% difference from the current price. All this, still considering an RRR of 12%, is so quite high.</p><p>Let us now assume that Chinese regulators wake up one morning and decide for no reason to fine Alibaba $30 billion. Also, let us assume that the growth rate is -2% as well as the perpetual growth rate.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9647e566fe5b9a5e2ce6ab20df240030\" alt=\"Discounted cash flow\" title=\"Discounted cash flow\" tg-width=\"640\" tg-height=\"240\"/><span>Discounted cash flow</span></p><p>Once again, Alibaba is undervalued since its fair value would be $82.17 per share. In short, even in the face of a doomsday scenario, this company continues to be undervalued. Based on its financial results there is basically no way for it to be overvalued.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8dadb1c9a9c9192d47c4dde0aecb9f9a\" alt=\"TIKR.com\" title=\"TIKR.com\" tg-width=\"640\" tg-height=\"272\"/><span>TIKR.com</span></p><p>After all, this is to be expected given that its valuation ratios are incredibly low. No company with such high growth prospects and margins is trading at an NTM market cap/FCF of 7.26x; the same goes for the NTM P/E of 7.61x. Their average values since 2015 are 22.54x and 23.97x, respectively, 3 times as high as they are today.</p><h3 id=\"id_2857271186\">An unusual comparison</h3><p>With due differences, in terms of valuation, the current situation of Alibaba reminds me of that of Meta (META) last year. Since mid-2022, I started writing a series of strong buy articles on Meta even though the price kept collapsing. The rhetoric at the time was that Meta was wasting money on the Reality Labs segment and that no one was using Facebook anymore. That distorted perception of reality is what left many panicked investors without earnings. Even, staying on the Meta/Alibaba parallel, in one of my articles I hypothesized a 0% growth scenario for Meta, just as I did earlier with Alibaba.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a8e13113643f1ca6520c743fe04f74df\" alt=\"My article on Seeking Alpha\" title=\"My article on Seeking Alpha\" tg-width=\"640\" tg-height=\"411\"/><span>My article on Seeking Alpha</span></p><p>Even then Meta was undervalued, yet the price collapsed another 50% before recovering all the lost ground in about a year. I also wrote strong buy articles when the price was around $100 per share, but at that point, pessimism was at its peak and few wanted to buy.</p><p>With these remarks, I do not want to create false hope since Meta and Alibaba are different companies, but I want to point out how in the market &#34;nonsense prices&#34; sometimes exist and can affect even established and internationally dominant companies. In my opinion, Alibaba&#39;s current price per share is completely irrational, just as Meta was at $90 per share. Sometimes the market takes big oversights, and when the numbers are on our side it may be the right time to take advantage of them.</p><h2 id=\"id_3107685505\">Risks and final considerations</h2><p>The fact that Alibaba seems undervalued based on its numbers does not necessarily mean that it will be a bargain and everyone should buy it. It is obvious that there are risks to be evaluated and, in this case, they are quite high given the potential returns.</p><p>Certainly, there is competition that could make future performance less rosy. JD is the main competitor, but when you invest in a Chinese company you have to do some different thinking. Typically, we are used to thinking that the competitors are just other companies, but in this case, there is mainly the Chinese authorities to factor in.</p><p>Chinese big tech companies do not have the same flexibility as Western ones and have to adhere to a set of rules designed for the common good. For example, previously we saw that Alibaba, in addition to being fined, decided to invest $15.50 billion in common prosperity out of thin air. Although wise, this choice seems rather questionable. Just imagine if Apple had done the same: shareholders would not have been happy.</p><p>So, investing in Alibaba means being aware that from one day to the next news could turn the company upside down and that shareholders will not always be put first. At the same time, however, you are buying a company that has no debt, generates $24 billion a year in free cash flow, and has a PE of about 8x. In other words, you must accept some compromises if you want to buy one of the best companies in the world at a ridiculous price: there are no free meals in finance. Finally, the extent of the real estate crisis within the country is still unknown, and this could lead the Chinese stock market to collapse further. In my estimation, even in the event of revenue decline Alibaba is undervalued, but this does not detract from the fact that the situation should be monitored.</p><p>In light of these considerations, it is clear that Alibaba is not an investment for everyone but only for those who believe in China&#39;s long-term growth without being influenced by the daily news. If you continually watch the performance of your portfolio and volatility scares you, Alibaba is the last company to invest in. Above all, you need some confidence in the Chinese government&#39;s choices and that it will not limit the growth of its big tech too much. The dividend issue could attract new investors, but even then, you need a long-term view since the dividend yield is still too low.</p><p>I realize that many people are not willing to accept that a company operates in such a complex environment, but as far as I am concerned Alibaba is so undervalued that I am willing to pass on it at $72 per share: I think the potential upside is definitely greater than the potential downside. Of course, one should not make the mistake of overweighting it within the portfolio. For the more risk-averse, it might make sense to consider some ETFs where Alibaba occupies one of the prominent positions. After all, China&#39;s goal is generalized growth and an ETF would greatly reduce specific risks while still remaining exposed to the country&#39;s growth. There is no right or wrong choice a priori, it all depends on how much you are willing to risk and what your goal is.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba: At $72 Per Share Makes No Sense</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba: At $72 Per Share Makes No Sense\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-12-11 16:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4657089-alibaba-at-72-per-share-makes-no-sense><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Alibaba's stock price has significantly declined, making it an attractive investment opportunity.The company's fundamentals remain strong, with solid revenue growth and positive free cash flow.The ...</p>\n\n<a href=\"https://seekingalpha.com/article/4657089-alibaba-at-72-per-share-makes-no-sense\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0238689110.USD":"贝莱德环球动力股票基金","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0048580855.USD":"富达大中华区A","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","BK4077":"互动媒体与服务","LU0072462426.USD":"贝莱德全球配置 A2","BK4559":"巴菲特持仓","BK4579":"人工智能","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","BK4588":"碎股","BK4550":"红杉资本持仓","LU0056508442.USD":"贝莱德世界科技基金A2","IE0034224299.USD":"PINEBRIDGE ASIA EX JAPAN EQUITY \"A\" (USD) ACC","09988":"阿里巴巴-W","SG9999002463.SGD":"LionGlobal China Growth SGD","BK4551":"寇图资本持仓","LU0072913022.USD":"UBS (LUX) EQUITY FUND -  GREATER CHINA \"P\" (USD) ACC","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","BK4512":"苹果概念","LU2242644610.SGD":"Fidelity China Innovation A-ACC-SGD","BK4558":"双十一","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","LU0327786744.USD":"Janus Henderson Horizon China Opportunities A2 USD","BK4024":"房地产开发","LU0821914370.USD":"贝莱德亚洲成长领袖A2","BABA":"阿里巴巴","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","BK4515":"5G概念","BK4553":"喜马拉雅资本持仓","BK4571":"数字音乐概念","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","BK4585":"ETF&股票定投概念","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","BK4576":"AR","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","BK4575":"芯片概念","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","BK4587":"ChatGPT概念"},"source_url":"https://seekingalpha.com/article/4657089-alibaba-at-72-per-share-makes-no-sense","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2390038948","content_text":"Alibaba's stock price has significantly declined, making it an attractive investment opportunity.The company's fundamentals remain strong, with solid revenue growth and positive free cash flow.The Chinese stock market has already discounted the worst-case scenarios, making Alibaba undervalued and potentially poised for a rebound.Wang He/Getty Images NewsWould you ever buy a company with these characteristics?5-year free cash flow growth of 11%; free cash flow margin of 19.60%.5-year revenue growth of about 20%.Net debt of -$51.48 billion and market capitalization of only $184 billion.NTM Market Cap / Free Cash Flow of 7.26x; NTM Price / Normalized Earnings (P/E) of 7.61x.Probably, if this company was headquartered in New York now you would all run to buy it. Unfortunately, it is located on the other side of the world, in Hangzhou, China. It is exactly this aspect that I want to leverage in this article since the issues of this company are not about the business itself but about the country in which it resides. As you might have guessed, I am talking about the much-discussed Alibaba (NYSE:BABA).ContextBefore assessing the current situation, I think it is useful to give a brief recap of what has happened so far since November 2020, which is when Alibaba's meltdown began. In these three years, virtually everything has happened.At the end of October 2020, there was great optimism around Alibaba and it was steadily trading around $280-$300 per share. At the time, it was pretty much done for the IPO of Ant Group, which is the company that owns the world's largest mobile payment platform, Alipay. Alibaba owns 33% of the group, so it had every interest in making the biggest IPO of all time go through. However, when everything seemed to be going right, some statements by Jack Ma about the Chinese financial system caught the attention of the Chinese authorities and after a few days, the IPO was cancelled. According to the authorities' statements, the reason was that Ant Group's structure did not reflect the anti-monopoly rules. After years of turbulence, the worst seems to be behind us, but not without consequences:Ant Group was fined $985 million, one of the highest fines ever imposed by Chinese regulators.The ownership structure has been completely turned upside down: Jack Ma owned 53.46% of the voting shares, today only 6.20%. Thus, no shareholder, alone or in agreement with other parties, will have control.Overall, after these three years, Ant Group comes out weakened, and indirectly so does Alibaba. Be that as it may, this was only the first hiccup.Following the suspension of the IPO, Chinese regulators fined the country's major big tech companies for antitrust violations: in 2021 Alibaba was fined $2.80 billion. In addition, a few months later, the company said it would participate in common prosperity initiatives by investing $15.50 billion through 2025. The goal was to benefit from the economic growth of the entire country:Alibaba is a beneficiary of the strong social and economic progress in China over the past 22 years. We firmly believe that if society is doing well and the economy is doing well, then Alibaba will do well.Former Alibaba CEO Daniel ZhangNeedless to say, the market saw these investments as yet another fine to pay, and from that point on, the stock began to sink. Although by 2022 the fines were over, the S&P 500 (SP500) in a downward trend was yet another excuse to fuel Alibaba's collapse. From $319 per share in October 2020 today the stock is trading at about $72 per share: an absolute disaster.Coming to this point, after all this news, you may be wondering why Alibaba is a strong buy. The reason is that the current price per share is so low that in my opinion, it has already discounted the most negative scenario ever. Over the past three years, everything was a pretext to sell Alibaba and we have reached a point where it is really hard to make things worse. Making an analogy with the U.S. economy, this is Alibaba's 2008 and it is much easier to restart from here than to sink further.At the moment the major problems with Chinese regulators are behind us, but I don't doubt that there may be new complications in the future, and that is what worries the market. While I understand investors' concern, I also believe that one should not be overly pessimistic either. I doubt that it is in China's interest to destroy one of their best companies ever. Tencent (OTCPK:TCEHY) and PDD Holdings (PDD) have also been fined, but they have already made up some of the lost ground.My impression is that sentiment is still extremely negative for Alibaba compared to the other Chinese big tech companies, which is why it will have to prove something more to attract investors. Still, it really took very little to go from being one of the best companies in the world to being one of the most avoided: Mr. Market is often too emotional.Analysis of the Chinese economyAs already anticipated, since Alibaba's performance is affected by any news that has to do with China, I think the first thing to analyze is the macroeconomic environment.World BankSince the mid-1960s China's economic growth has been unrestrained and GDP used to increase in double digits. Since 2010, year-on-year growth has slowed down but remains higher than European and U.S. growth. The Chinese government's goal is to grow on average between 4.50-5% per year, which has failed in recent years due to a number of issues.The first was the pandemic. In China, the lockdowns lasted longer and were also much more stringent.The second is that China's real estate market is facing a tough time, which is extremely relevant since it contributes about 30% of GDP. China's housing boom seems to have come to an end and is now paying for the excessive borrowing and construction done over the past decades. The population has stopped growing as it did in the past, and demand for new housing has dropped dramatically to the point where it has created ghost towns.The beginning of the real estate crisis dates back to 2021 when the China Evergrande Group (OTC:EGRNQ), once the second-largest real estate developer in the country, declared bankruptcy. Later, it was the turn of other prominent real estate developers such as Country Garden (OTCPK:CTRYF). In any case, we have been talking about this crisis for at least two years, and in my opinion, the Chinese equity market has already discounted this issue. This is nothing new.Federal Reserve Bank of St. LouisIn fact, it has been since 2021 that the price of Chinese residential property has been plummeting, but as of mid-year, there seems to be a basis for a recovery. Proportionally, the slump in recent years has been greater than during the great financial crisis.CEIC DataMoreover, taking a look at the average price of Chinese properties in RMB/sq m, after a violent slump starting in 2021, a new bullish trend has already begun since the beginning of the following year. In short, I believe that overall the worst of the real estate bubble has now already been discounted by the market and China has faced its 2008. We often forget that the Hang Seng (HSI) has collapsed more than 50% from its all-time high: how much further down can it go?GuruFocusThe median of the Hang Seng P/E ratio is 10.20x, today we are at only 7.80x, more than one standard deviation below. In the last 20 years hardly has this index been so depressed.So, in addition to the problems with Chinese regulators, Alibaba's price per share has also been affected by the tightening of the Chinese economic environment, which is why I think it has also discounted a potential recession in China. In general, at current prices, I think the Chinese stock market is much more attractive than the U.S. stock market, and Alibaba is probably one of the companies that will benefit most from China's economic rebound.While the United States is struggling with high interest rates, rising default rates, and banks reluctant to lend money, China is currently in the opposite situation: interest rates are declining and the Chinese government is also poised to increase fiscal spending.TRADING ECONOMICSThe Prime Rate Loan has already decreased twice since the beginning of the year and China's budget deficit ratio will be raised to about 3.80% of GDP following the issuance of CNY 1 trillion sovereign bonds ($137 billion).YChartsSince China is currently fighting deflation, I would not be surprised if rates were reduced further and fiscal spending increased. During the 2008 crisis, the Chinese government made immediate efforts to avoid a financial meltdown, and about two months after the Lehman Brothers bankruptcy it had a stimulus package worth CNY 4 trillion ready.International Monetary FundSince China remains one of the main economic powers with the lowest debt-GDP ratio, about 77%, I expect that in case of a worse-than-expected real estate crisis, a decision will be made to increase economic stimulus: there is room to do so. Finally, at least for the time being, GDP growth estimates in 2023 and 2024 are sound, 5.20% and 4.10%, respectively.In light of all these considerations, I believe that the Chinese stock market has already discounted the worst and as early as next year may begin its comeback. Typically, the market bottom is reached when the following conditions occur:Pessimism is extreme.There are deflationary pressures.The government begins to stimulate the economy.Interest rates fall.China currently meets all the conditions; the U.S. does not even have one since it is coming from years of strong expansion. Therefore, I would not be surprised if in 2024 the performance of these two countries is opposite: Hang Seng rising and S&P500 declining.Alibaba was among the hardest hit companies in the Hang Seng Index, so I expect it will be one of the companies to benefit the most when the trend reverses. After all, its fundamentals are still solid.Alibaba is not deadWhen a company loses 77% in three years, we expect at the very least that its core business has been disrupted for the worse. Other times collapses of this magnitude raise assumptions of bankruptcy or permanent damage to the company. In the case of Alibaba, the company has simply encountered two years of stagnation after a decade of strong growth. Even the best companies in the world have difficult times to overcome: take a look at Apple between 2012 and 2014.Chart based on Seeking Alpha dataAs we can see, until FY2021 growth never had any problems; they started the following year. As already widely discussed, pandemic, fines, and real estate crisis made FY2022 and FY2023 hell, and yet Alibaba came out with its head held high. The company in the last 12 months generated a net income of $18.16 billion, cash from operations of $29.21 billion, and revenues declined minimally. In addition, it should be noted that these figures were impacted by an unfavorable exchange rate effect. Since the Fed is implementing a restrictive monetary policy and China's central bank an expansionary monetary policy, the CNY/USD exchange rate has changed significantly. In any case, performance over the past 12 months has been significantly better than in FY2022 and FY2023, suggesting that a comeback is underway.In particular, the first six months of FY2024 are showing improvement in all business segments.Alibaba Group September Quarter 2023 ResultsTaobao and Tmall generated revenues of RMB 212.60 billion, up 8% from the previous year. This may seem like a slightly disappointing result, but one must consider the macroeconomic environment in which Alibaba is operating. It is not easy to grow during a deflationary period; in fact, even competitor JD (JD) has struggled.International commerce had sensational growth, +47% or RMB 14.86 billion more than last year. This growth comes mainly from the retail segment. This is in my opinion a strong result and a proof of the ease with which Alibaba is expanding overseas through AliExpress.Local Services, Digital media, and Cainiao all grew more than 20% over H1 FY2023.Cloud had only 3% growth and generated revenues of RMB 52.71 billion; Alibaba continues to have the third largest cloud computing platform globally. The market did not take management's decision to give up the spinoff well, but I personally find it a correct choice. How much capital could Alibaba have gotten from a business segment growing at low-single digits today? For the time being, the focus is to get the Cloud growing again and only then to think about the IPO.Alibaba Group September Quarter 2023 ResultsAnyway, in terms of profitability the Cloud has improved: compared to H1 FY2023 EBITA improved by 26%. Cainiao is no longer at a loss and Local Services and Digital Media have significantly reduced losses. Overall, income from operations improved by 52%.In light of these results, it is clear that Alibaba is not a dying company contrary to what the price per share would have you believe.Seeking AlphaStreet Estimates, despite pessimism toward this company, are in favor of steady growth in the future, albeit not at the same rate as in the past decade. After all, Alibaba today is a behemoth and logically cannot sustain the growth rates of the past.Finally, the last aspect I would like to cover in this section is shareholder remuneration.Alibaba has also officially become a dividend company since a dividend of $2.50 billion will be issued in 2024. The current dividend yield is very low, only 1.38%, but think of its growth potential. This company can easily generate an annual free cash flow of $30 billion over the next few years, so its growth rate could be substantial. The increase in dividend per share will be fueled by the huge buybacks that management is implementing. In the last quarter, treasury stock worth $1.70 billion was purchased and another $14.60 billion remains on hand.Personally, on shareholder compensation, I slightly disagree with management's choices: that $2.50 billion I would have preferred if it had been used to increase the buyback. In any case, I understand that this choice was made more to attract new investors than anything else. I expect the buyback to be leveraged as much as possible at the current price.ValuationWe came to the centerpiece of the article, which is the valuation of Alibaba. I have written hundreds of articles on Seeking Alpha but honestly, I have never found a company so undervalued. At the current price, Alibaba does not make sense and now I will explain why.First of all, net debt is -$51.48 billion and free cash flow for the past 12 months was $24.51 billion (and Alibaba has not yet fully recovered). Subtracting net debt from the current market capitalization of $184 billion, in five and a half years free cash flow (assuming 0% growth) manages to cover the entire capitalization. For comparison, it is as if Apple (AAPL) were trading at $35 per share.By creating a discounted cash flow model this undervaluation is even more evident. This model takes into account the following assumptions:2023-2028 free cash flow was calculated from previous Street Estimates and multiplied by the free cash flow margin for the last 12 months, 19.60%. From 2029-2032 I applied a CAGR of 5% and finally a perpetual growth rate of 2.50%.The discount rate used is 12%. Using the CAPM the rate would have been under 10%, so to make my estimate more conservative I arbitrarily increased it.Discounted cash flowWith these assumptions, Alibaba's fair value is $157.27 per share, more than double the current price. But there is more.For the fair value to align with the current price, the RRR would have to be about 25%, effectively making Alibaba almost 10x in 10 years. Thus, investing $1,000 today in 2033 will become $10,000. Anyway, 10x or not, unless the financials are distorted (and I have no reason to believe that) at today's price Alibaba I think is a bargain, potentially the best in 2024.With Alibaba, we can have fun making even the most absurd assumptions, but there is no way to make it overvalued.Let's assume that all analysts are wrong and Alibaba will never grow again for some strange reason. So, the expected free cash flow in 2023 will have a growth rate of 0% and a perpetual growth rate of 0%.Discounted cash flowAgain, Alibaba is undervalued since the fair value is $106.28 per share, a 47% difference from the current price. All this, still considering an RRR of 12%, is so quite high.Let us now assume that Chinese regulators wake up one morning and decide for no reason to fine Alibaba $30 billion. Also, let us assume that the growth rate is -2% as well as the perpetual growth rate.Discounted cash flowOnce again, Alibaba is undervalued since its fair value would be $82.17 per share. In short, even in the face of a doomsday scenario, this company continues to be undervalued. Based on its financial results there is basically no way for it to be overvalued.TIKR.comAfter all, this is to be expected given that its valuation ratios are incredibly low. No company with such high growth prospects and margins is trading at an NTM market cap/FCF of 7.26x; the same goes for the NTM P/E of 7.61x. Their average values since 2015 are 22.54x and 23.97x, respectively, 3 times as high as they are today.An unusual comparisonWith due differences, in terms of valuation, the current situation of Alibaba reminds me of that of Meta (META) last year. Since mid-2022, I started writing a series of strong buy articles on Meta even though the price kept collapsing. The rhetoric at the time was that Meta was wasting money on the Reality Labs segment and that no one was using Facebook anymore. That distorted perception of reality is what left many panicked investors without earnings. Even, staying on the Meta/Alibaba parallel, in one of my articles I hypothesized a 0% growth scenario for Meta, just as I did earlier with Alibaba.My article on Seeking AlphaEven then Meta was undervalued, yet the price collapsed another 50% before recovering all the lost ground in about a year. I also wrote strong buy articles when the price was around $100 per share, but at that point, pessimism was at its peak and few wanted to buy.With these remarks, I do not want to create false hope since Meta and Alibaba are different companies, but I want to point out how in the market \"nonsense prices\" sometimes exist and can affect even established and internationally dominant companies. In my opinion, Alibaba's current price per share is completely irrational, just as Meta was at $90 per share. Sometimes the market takes big oversights, and when the numbers are on our side it may be the right time to take advantage of them.Risks and final considerationsThe fact that Alibaba seems undervalued based on its numbers does not necessarily mean that it will be a bargain and everyone should buy it. It is obvious that there are risks to be evaluated and, in this case, they are quite high given the potential returns.Certainly, there is competition that could make future performance less rosy. JD is the main competitor, but when you invest in a Chinese company you have to do some different thinking. Typically, we are used to thinking that the competitors are just other companies, but in this case, there is mainly the Chinese authorities to factor in.Chinese big tech companies do not have the same flexibility as Western ones and have to adhere to a set of rules designed for the common good. For example, previously we saw that Alibaba, in addition to being fined, decided to invest $15.50 billion in common prosperity out of thin air. Although wise, this choice seems rather questionable. Just imagine if Apple had done the same: shareholders would not have been happy.So, investing in Alibaba means being aware that from one day to the next news could turn the company upside down and that shareholders will not always be put first. At the same time, however, you are buying a company that has no debt, generates $24 billion a year in free cash flow, and has a PE of about 8x. In other words, you must accept some compromises if you want to buy one of the best companies in the world at a ridiculous price: there are no free meals in finance. Finally, the extent of the real estate crisis within the country is still unknown, and this could lead the Chinese stock market to collapse further. In my estimation, even in the event of revenue decline Alibaba is undervalued, but this does not detract from the fact that the situation should be monitored.In light of these considerations, it is clear that Alibaba is not an investment for everyone but only for those who believe in China's long-term growth without being influenced by the daily news. If you continually watch the performance of your portfolio and volatility scares you, Alibaba is the last company to invest in. Above all, you need some confidence in the Chinese government's choices and that it will not limit the growth of its big tech too much. The dividend issue could attract new investors, but even then, you need a long-term view since the dividend yield is still too low.I realize that many people are not willing to accept that a company operates in such a complex environment, but as far as I am concerned Alibaba is so undervalued that I am willing to pass on it at $72 per share: I think the potential upside is definitely greater than the potential downside. Of course, one should not make the mistake of overweighting it within the portfolio. For the more risk-averse, it might make sense to consider some ETFs where Alibaba occupies one of the prominent positions. After all, China's goal is generalized growth and an ETF would greatly reduce specific risks while still remaining exposed to the country's growth. There is no right or wrong choice a priori, it all depends on how much you are willing to risk and what your goal is.","news_type":1},"isVote":1,"tweetType":1,"viewCount":452,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":242203732676672,"gmtCreate":1700168789073,"gmtModify":1700168793709,"author":{"id":"3579788727995257","authorId":"3579788727995257","name":"Westango","avatar":"https://static.tigerbbs.com/3a4b1fc2fb23b33fff900b71df70c49f","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3579788727995257","idStr":"3579788727995257"},"themes":[],"htmlText":"&nbsp;lithium story toyota","listText":"&nbsp;lithium story toyota","text":"lithium story toyota","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/242203732676672","repostId":"2384209088","repostType":2,"repost":{"id":"2384209088","pubTimestamp":1700148060,"share":"https://ttm.financial/m/news/2384209088?lang=&edition=fundamental","pubTime":"2023-11-16 23:21","market":"us","language":"en","title":"Electric-Vehicle Batteries Aren't Like Oil. This Toyota Deal Explains Why.","url":"https://stock-news.laohu8.com/highlight/detail?id=2384209088","media":"marketwatch","summary":"When more electric vehicles are sold, more EV batteries will need to be recycled.              Courtesy Redwood Materials               Technology transitions always raise new questions while investor","content":"<html><body><div itemprop=\"articleBody\"> <div> <div> <div aria-hidden=\"true\"></div> </div> </div> <div> <div> <div aria-label=\"Listen to Article\" role=\"region\" tabindex=\"-1\"> </div> </div> </div> <div> <figure itemscope=\"\" itemtype=\"http://schema.org/ImageObject\"> <div> <img itemprop=\"contentUrl\" sizes=\"(max-width: 639px) 100vw, (max-width: 979px) 300px, (max-width: 1299px) 300px, 300px\" src=\"https://images.barrons.com/im-19823488?width=639&amp;height=426\" srcset=\"https://images.barrons.com/im-19823488?width=300&amp;size=1.4988290398126465 300w, https://images.barrons.com/im-19823488?width=639&amp;size=1.4988290398126465 639w, https://images.barrons.com/im-19823488?width=639&amp;size=1.4988290398126465&amp;pixel_ratio=1.5 958w, https://images.barrons.com/im-19823488?width=639&amp;size=1.4988290398126465&amp;pixel_ratio=2 1278w, https://images.barrons.com/im-19823488?width=639&amp;size=1.4988290398126465&amp;pixel_ratio=3 1917w\" title=\"\"/> </div> <figcaption itemprop=\"caption\"> <h4>When more electric vehicles are sold, more EV batteries will need to be recycled.</h4> <span itemprop=\"creator\">             Courtesy Redwood Materials           </span> </figcaption> </figure> </div> <p>Technology transitions always raise new questions while investors, and the public, learn the pros and cons of the new technology.</p> <p>Electric vehicles are no different. Debates about range, cost, and convenience have raged for years, along with debates about how “green” EVs really are. </p> <div> <p>They do happen to be “greener” and a deal between          Toyota Motor        (TM) and recycling startup Redwood Materials, announced Thursday, reveals how some of the EV environmental concerns will be addressed. </p> <p>Redwood, which was founded by early          Tesla        (TSLA) executive J.B. Straubel, and          Toyota        announced a battery recycling and material procurement deal. Toyota will buy cathode materials and copper from Redwood’s recycling operations. </p> <p>A cathode is one side of a battery that facilitates the movement of electrical charge. An EV battery cathode includes combinations of elements such as lithium, iron, cobalt, and others. </p> <p>“Accelerating our recycling efforts and domestic component procurement gets us closer to our ultimate goal of creating a closed-loop battery ecosystem that will become increasingly important as we add more vehicles with batteries to roads across North America,” said Christopher Yang, group vice president for business development at Toyota Motor North America, in a news release. </p> <p>Batteries are partly made out of metals and metals get recycled. Not all of the metals that will end up in EVs will come out of the ground. The environmental impact of mining can be significant. But a key difference between metals and oil, which also comes out of the ground, is that metals, essentially, last forever and get recycled. Oil gets consumed. </p> <p>In that way, the battery is more like a really expensive gasoline tank than it is like the gasoline in the tank. The gasoline is more like the electricity in the battery. The EV environmental debate should start with the energy used to recharge a battery versus gasoline. Today, about 40% of U.S. electricity is generated by assets that don’t generate carbon dioxide, the main gas blamed for global climate change. That includes nuclear, hydro, wind, and solar electricity generation.  </p> <p>Mining and mining practices still matter, but metal industries are simply not comparable in size to energy markets. Take          Albemarle        (ALB) and          Exxon Mobil        (XOM).          Albemarle        is the world’s largest lithium miner. Its lithium business is expected to generate sales of about $7 billion in 2023. If every light vehicle sold each year globally was fully electric, and Albemarle maintained its global market share, sales would be closer to $70 billion. Exxon’s sales in 2023 are expected to amount to $350 billion. And Exxon has less market share in oil than Albemarle has in lithium. </p> <p>Don’t forget too that about twice as much coal is taken out of the ground as oil. Coal is mainly burned to generate electricity. </p><div></div> <p>New technologies, such as EVs, always generate new businesses like Redwood. It isn’t publicly traded yet.          Li-Cycle        (LICY) is another battery recycling startup. Its shares have fallen 88% over the past year while the          S&amp;P 500        has risen about 14% and the          Nasdaq Composite        has gained about 26%. </p> <p>No one said that starting up new businesses serving a growing, disruptive technology would be easy. </p> <p>Write to Al Root at allen.root@dowjones.com</p> </div> </div></body></html>","source":"mwatch_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Electric-Vehicle Batteries Aren't Like Oil. This Toyota Deal Explains Why.</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\">\nElectric-Vehicle Batteries Aren't Like Oil. This Toyota Deal Explains Why.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-11-16 23:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/articles/electric-vehicle-batteries-toyota-redwood-a6d13fd9?mod=newsviewer_click><strong>marketwatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>When more electric vehicles are sold, more EV batteries will need to be recycled.              Courtesy Redwood Materials               Technology transitions always raise new questions while ...</p>\n\n<a href=\"https://www.marketwatch.com/articles/electric-vehicle-batteries-toyota-redwood-a6d13fd9?mod=newsviewer_click\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://images.barrons.com/im-19823488?size=1.777777777777778&width=220 220w","relate_stocks":{"SG9999002232.USD":"Allianz Global High Payout USD","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","SG9999002224.SGD":"Allianz Global High Payout SGD","BK4099":"汽车制造商","SG9999014559.SGD":"United Income Focus Trust Dis SGD","LU2063271972.USD":"富兰克林创新领域基金","BK4511":"特斯拉概念","LU1150488218.USD":"First Eagle Amundi Income Builder AU2-MD USD","LU1861214812.USD":"Blackrock Future of Transport A2 USD","SG9999014567.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","BK4201":"综合性石油与天然气企业","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU1861219969.SGD":"Blackrock Future of Transport A2 SGD-H","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","BK4516":"特朗普概念","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","03160":"华夏日股对冲","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","SG9999015358.SGD":"United Income Focus Trust Dis SGD-H","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU1150488135.SGD":"First Eagle Amundi Income Builder AHS-MD SGD-H","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","BK4570":"地缘局势概念股","LU0300736492.USD":"FRANKLIN NATURAL RESOURCES \"A\" (USD) INC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","BK4555":"新能源车","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","LU1917777945.USD":"安联专题基金Cl AT Acc","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","BK4120":"环境与设施服务","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4550":"红杉资本持仓","TSLA":"特斯拉","LICY":"Li-Cycle Holdings Corp.","LU0056508442.USD":"贝莱德世界科技基金A2","XOM":"埃克森美孚","ALB":"美国雅保","BK4551":"寇图资本持仓","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","TM":"丰田汽车"},"source_url":"https://www.marketwatch.com/articles/electric-vehicle-batteries-toyota-redwood-a6d13fd9?mod=newsviewer_click","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2384209088","content_text":"When more electric vehicles are sold, more EV batteries will need to be recycled.              Courtesy Redwood Materials               Technology transitions always raise new questions while investors, and the public, learn the pros and cons of the new technology. Electric vehicles are no different. Debates about range, cost, and convenience have raged for years, along with debates about how “green” EVs really are.   They do happen to be “greener” and a deal between          Toyota Motor        (TM) and recycling startup Redwood Materials, announced Thursday, reveals how some of the EV environmental concerns will be addressed.  Redwood, which was founded by early          Tesla        (TSLA) executive J.B. Straubel, and          Toyota        announced a battery recycling and material procurement deal. Toyota will buy cathode materials and copper from Redwood’s recycling operations.  A cathode is one side of a battery that facilitates the movement of electrical charge. An EV battery cathode includes combinations of elements such as lithium, iron, cobalt, and others.  “Accelerating our recycling efforts and domestic component procurement gets us closer to our ultimate goal of creating a closed-loop battery ecosystem that will become increasingly important as we add more vehicles with batteries to roads across North America,” said Christopher Yang, group vice president for business development at Toyota Motor North America, in a news release.  Batteries are partly made out of metals and metals get recycled. Not all of the metals that will end up in EVs will come out of the ground. The environmental impact of mining can be significant. But a key difference between metals and oil, which also comes out of the ground, is that metals, essentially, last forever and get recycled. Oil gets consumed.  In that way, the battery is more like a really expensive gasoline tank than it is like the gasoline in the tank. The gasoline is more like the electricity in the battery. The EV environmental debate should start with the energy used to recharge a battery versus gasoline. Today, about 40% of U.S. electricity is generated by assets that don’t generate carbon dioxide, the main gas blamed for global climate change. That includes nuclear, hydro, wind, and solar electricity generation.   Mining and mining practices still matter, but metal industries are simply not comparable in size to energy markets. Take          Albemarle        (ALB) and          Exxon Mobil        (XOM).          Albemarle        is the world’s largest lithium miner. Its lithium business is expected to generate sales of about $7 billion in 2023. If every light vehicle sold each year globally was fully electric, and Albemarle maintained its global market share, sales would be closer to $70 billion. Exxon’s sales in 2023 are expected to amount to $350 billion. And Exxon has less market share in oil than Albemarle has in lithium.  Don’t forget too that about twice as much coal is taken out of the ground as oil. Coal is mainly burned to generate electricity.  New technologies, such as EVs, always generate new businesses like Redwood. It isn’t publicly traded yet.          Li-Cycle        (LICY) is another battery recycling startup. Its shares have fallen 88% over the past year while the          S&P 500        has risen about 14% and the          Nasdaq Composite        has gained about 26%.  No one said that starting up new businesses serving a growing, disruptive technology would be easy.  Write to Al Root at allen.root@dowjones.com","news_type":1},"isVote":1,"tweetType":1,"viewCount":306,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":231507115487504,"gmtCreate":1697529349594,"gmtModify":1697529353615,"author":{"id":"3579788727995257","authorId":"3579788727995257","name":"Westango","avatar":"https://static.tigerbbs.com/3a4b1fc2fb23b33fff900b71df70c49f","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3579788727995257","idStr":"3579788727995257"},"themes":[],"htmlText":"Evs","listText":"Evs","text":"Evs","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/231507115487504","repostId":"2376019174","repostType":4,"repost":{"id":"2376019174","pubTimestamp":1697527325,"share":"https://ttm.financial/m/news/2376019174?lang=&edition=fundamental","pubTime":"2023-10-17 15:22","market":"hk","language":"en","title":"China EV Insurance Registrations for Week Ending Oct 15: Li Auto 10,500, Tesla 7,500, Nio 3,500","url":"https://stock-news.laohu8.com/highlight/detail?id=2376019174","media":"CnEVPost","summary":"Nio vehicles had 3,500 insurance registrations for the week of October 9 to October 15, and Xpeng had 3,200 units.\n...","content":"<html><head></head><body><blockquote><p>As of October 15, Li Auto was at 17,800 so far this month, Tesla at 8,400, Nio at 5,100 and Xpeng at 4,600 units.<br/></p></blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9567754a388157c799359bf9b0ac86d1\" alt=\"\" title=\"\" tg-width=\"1200\" tg-height=\"601\"/></p><p style=\"text-align: left;\">Vehicle insurance registrations for major electric vehicle (EV) makers rebounded in China last week, as the country&#39;s long National Day holiday came to an end.</p><p style=\"text-align: left;\">For the week of October 9 to October 15, Li Auto (NASDAQ: LI) sold 10,500 vehicles, putting the company on track for a new high of over 40,000 for the month, the company said today on Weibo.</p><p style=\"text-align: left;\">As before, Li Auto didn&#39;t explain the basis for calculating the weekly sales, but apparently, they were insurance registrations. The company suspended sharing these figures in May, but has since resumed sharing them.</p><p style=\"text-align: left;\">Li Auto&#39;s insurance registrations were up 52.17 percent last week compared to 6,900 the week before.</p><p style=\"text-align: left;\">With 17,800 units sold so far this month through October 15, Li Auto continues to lead the pack of new Chinese car makers, the company said.</p><p style=\"text-align: left;\">Insurance registrations for major EV companies in China generally fell in the previous week, from October 2 to October 8, as much of the time was covered by the Golden Week holiday.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a4765966bc15efc8a53bda8bc4787004\" alt=\"\" title=\"\" tg-width=\"1200\" tg-height=\"601\"/></p><p style=\"text-align: left;\">Li Auto upgraded its plant in Changzhou, Jiangsu province, in eastern China, during the holiday, with double-shift production on all lines. On October 8, the company said the upgrade had been completed.</p><p style=\"text-align: left;\">Li Auto delivered a record 36,060 vehicles in September, up 212.72 percent year-on-year and up 3.28 percent from August.</p><p style=\"text-align: left;\">Nio (NYSE: NIO) vehicles registered 3,500 insurance registrations in the week of October 9 to October 15, up 169.23 percent from 1,300 in the previous week.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a15384bbef7bd7bf5a0d8c71429eb52f\" alt=\"\" title=\"\" tg-width=\"1200\" tg-height=\"601\"/></p><p style=\"text-align: left;\">From October 1 to October 15, Nio vehicles had 5,100 insurance registrations in China.</p><p style=\"text-align: left;\">Nio delivered 15,641 vehicles in September, down 19.08 percent from 19,329 in August while up 43.79 percent from 10,878 a year ago.</p><p style=\"text-align: left;\">Xpeng (NYSE: XPEV) stood at 3,200 units last week, up 146.15 percent from 1,300 units in the previous week.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5f2978bba49286c79c0ed8d021a3da6f\" alt=\"\" title=\"\" tg-width=\"1200\" tg-height=\"601\"/></p><p style=\"text-align: left;\">Insurance registrations for Xpeng vehicles from October 1 to October 15 were 4,600 units.</p><p style=\"text-align: left;\">Xpeng officially launched the new G9 on September 19 and said on October 7 that the model had received over 15,000 firm orders after 15 days on the market.</p><p style=\"text-align: left;\">On September 25, Xpeng rolled out the 2024 Xpeng P5, eliminating the LiDAR option and cutting the number of versions to just two.</p><p style=\"text-align: left;\">Xpeng delivered 15,310 vehicles in September, its 8th consecutive increase.</p><p style=\"text-align: left;\">Tesla (NASDAQ: TSLA) was at 7,500 vehicles last week, up 650 percent from 1,000 in the previous week.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/33d69b6c694ec91cb76cb00afa14a03f\" alt=\"\" title=\"\" tg-width=\"1200\" tg-height=\"601\"/></p><p style=\"text-align: left;\">Insurance registrations of Tesla vehicles in China from October 1 to October 15 were 8,400 units.</p><p style=\"text-align: left;\">Tesla unveiled the revamped Model 3 in China on September 1, and its deliveries have yet to begin.</p><p style=\"text-align: left;\">On October 1, Tesla launched an updated Model Y in China, with unchanged pricing but minor configuration updates. On October 15, the company said deliveries of the new Model Y in China had begun.</p><p style=\"text-align: left;\">Tesla sold 74,073 China-made vehicles in September, including 43,507 sold in China and 30,566 exported, data released earlier this month by the China Passenger Car Association (CPCA) showed.</p><p style=\"text-align: left;\">BYD (OTCMKTS: BYDDY) was at 53,900 units last week, up 4.86 percent from 51,400 units in the previous week.</p><p style=\"text-align: left;\">From October 1 to October 15, 110,500 BYD vehicles were registered for insurance in China.</p><p style=\"text-align: left;\">BYD sold 287,454 NEVs in September, up 42.83 percent year-on-year and up 4.76 percent from August.</p><p style=\"text-align: left;\">BYD&#39;s premium brand Denza stood at 2,200 units last week, up 69.23 percent from 1,300 units in the previous week.</p><p style=\"text-align: left;\">Neta was at 3,200 units last week, up 255.56 percent from 900 in the previous week.</p><p style=\"text-align: left;\">Zeekr was 2,300 last week, up 53.33 percent from 1,500 the week before.</p><p style=\"text-align: left;\">Leapmotor was at 3,100 units last week, up 82.35 percent from 1,700 the week before.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1bdaecd88c6935c354724923a6f1a98f\" alt=\"\" title=\"\" tg-width=\"1200\" tg-height=\"601\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/72637862c1d8bc1f14d8746d07895b47\" alt=\"\" title=\"\" tg-width=\"1200\" tg-height=\"601\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/39fe597cd9a26344d194c135099457d7\" alt=\"\" title=\"\" tg-width=\"1200\" tg-height=\"601\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a7917ae27fd4b446f4e6848378ab05b6\" alt=\"\" title=\"\" tg-width=\"1200\" tg-height=\"601\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cccaf5be63e1435443faad23ada0b4cb\" alt=\"\" title=\"\" tg-width=\"1200\" tg-height=\"601\"/></p></body></html>","source":"cnevpost_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>China EV Insurance Registrations for Week Ending Oct 15: Li Auto 10,500, Tesla 7,500, Nio 3,500</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 EV Insurance Registrations for Week Ending Oct 15: Li Auto 10,500, Tesla 7,500, Nio 3,500\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-10-17 15:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://cnevpost.com/2023/10/17/china-ev-insurance-registrations-for-week-ending-oct-15/><strong>CnEVPost</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>As of October 15, Li Auto was at 17,800 so far this month, Tesla at 8,400, Nio at 5,100 and Xpeng at 4,600 units.Vehicle insurance registrations for major electric vehicle (EV) makers rebounded in ...</p>\n\n<a href=\"https://cnevpost.com/2023/10/17/china-ev-insurance-registrations-for-week-ending-oct-15/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81211":"比亚迪股份-R","01211":"比亚迪股份","LI":"理想汽车","NIO.SI":"蔚来","02015":"理想汽车-W","TSLL":"Direxion Daily TSLA Bull 2X Shares","09866":"蔚来-SW","XPEV":"小鹏汽车","NIO":"蔚来","BYDDY":"比亚迪ADR","TSLA":"特斯拉","09868":"小鹏汽车-W","002594":"比亚迪"},"source_url":"https://cnevpost.com/2023/10/17/china-ev-insurance-registrations-for-week-ending-oct-15/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2376019174","content_text":"As of October 15, Li Auto was at 17,800 so far this month, Tesla at 8,400, Nio at 5,100 and Xpeng at 4,600 units.Vehicle insurance registrations for major electric vehicle (EV) makers rebounded in China last week, as the country's long National Day holiday came to an end.For the week of October 9 to October 15, Li Auto (NASDAQ: LI) sold 10,500 vehicles, putting the company on track for a new high of over 40,000 for the month, the company said today on Weibo.As before, Li Auto didn't explain the basis for calculating the weekly sales, but apparently, they were insurance registrations. The company suspended sharing these figures in May, but has since resumed sharing them.Li Auto's insurance registrations were up 52.17 percent last week compared to 6,900 the week before.With 17,800 units sold so far this month through October 15, Li Auto continues to lead the pack of new Chinese car makers, the company said.Insurance registrations for major EV companies in China generally fell in the previous week, from October 2 to October 8, as much of the time was covered by the Golden Week holiday.Li Auto upgraded its plant in Changzhou, Jiangsu province, in eastern China, during the holiday, with double-shift production on all lines. On October 8, the company said the upgrade had been completed.Li Auto delivered a record 36,060 vehicles in September, up 212.72 percent year-on-year and up 3.28 percent from August.Nio (NYSE: NIO) vehicles registered 3,500 insurance registrations in the week of October 9 to October 15, up 169.23 percent from 1,300 in the previous week.From October 1 to October 15, Nio vehicles had 5,100 insurance registrations in China.Nio delivered 15,641 vehicles in September, down 19.08 percent from 19,329 in August while up 43.79 percent from 10,878 a year ago.Xpeng (NYSE: XPEV) stood at 3,200 units last week, up 146.15 percent from 1,300 units in the previous week.Insurance registrations for Xpeng vehicles from October 1 to October 15 were 4,600 units.Xpeng officially launched the new G9 on September 19 and said on October 7 that the model had received over 15,000 firm orders after 15 days on the market.On September 25, Xpeng rolled out the 2024 Xpeng P5, eliminating the LiDAR option and cutting the number of versions to just two.Xpeng delivered 15,310 vehicles in September, its 8th consecutive increase.Tesla (NASDAQ: TSLA) was at 7,500 vehicles last week, up 650 percent from 1,000 in the previous week.Insurance registrations of Tesla vehicles in China from October 1 to October 15 were 8,400 units.Tesla unveiled the revamped Model 3 in China on September 1, and its deliveries have yet to begin.On October 1, Tesla launched an updated Model Y in China, with unchanged pricing but minor configuration updates. On October 15, the company said deliveries of the new Model Y in China had begun.Tesla sold 74,073 China-made vehicles in September, including 43,507 sold in China and 30,566 exported, data released earlier this month by the China Passenger Car Association (CPCA) showed.BYD (OTCMKTS: BYDDY) was at 53,900 units last week, up 4.86 percent from 51,400 units in the previous week.From October 1 to October 15, 110,500 BYD vehicles were registered for insurance in China.BYD sold 287,454 NEVs in September, up 42.83 percent year-on-year and up 4.76 percent from August.BYD's premium brand Denza stood at 2,200 units last week, up 69.23 percent from 1,300 units in the previous week.Neta was at 3,200 units last week, up 255.56 percent from 900 in the previous week.Zeekr was 2,300 last week, up 53.33 percent from 1,500 the week before.Leapmotor was at 3,100 units last week, up 82.35 percent from 1,700 the week before.","news_type":1},"isVote":1,"tweetType":1,"viewCount":133,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":209566395281512,"gmtCreate":1692172337432,"gmtModify":1692172341447,"author":{"id":"3579788727995257","authorId":"3579788727995257","name":"Westango","avatar":"https://static.tigerbbs.com/3a4b1fc2fb23b33fff900b71df70c49f","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3579788727995257","idStr":"3579788727995257"},"themes":[],"htmlText":"Lithium","listText":"Lithium","text":"Lithium","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/209566395281512","repostId":"2359984083","repostType":2,"repost":{"id":"2359984083","pubTimestamp":1692128540,"share":"https://ttm.financial/m/news/2359984083?lang=&edition=fundamental","pubTime":"2023-08-16 03:42","market":"us","language":"en","title":"3 Millionaire-Maker Lithium Stocks to Hold Through Thick and Thin","url":"https://stock-news.laohu8.com/highlight/detail?id=2359984083","media":"InvestorPlace","summary":"These are the millionaire-maker lithium stocks to buy for multibagger return potential, as they represent companies with quality assets.","content":"<html><body><div>\n<div>\n<ul><li><span>These are the lithium stocks to buy at undervalued levels.</span></li><li><strong><span>Albemarle Corporation</span></strong><span> (</span><strong><u><span>ALB</span></u></strong><span>): Lithium sales volume for ALB could grow at a CAGR of 20% to 30% through 2027.</span></li><li><strong><span>Lithium Americas</span></strong><span> (</span><strong><u><span>LAC</span></u></strong><span>): The Thacker Pass project is a key cash flow machine with an asset net present value indicating a big valuation gap.</span></li><li><strong><span><a href=\"https://laohu8.com/S/PLL.AU\">Piedmont Lithium</a></span></strong><span> (</span><strong><u><span>PLL</span></u></strong><span>): PLL received the final permit for construction in Tennessee, and the cash flow outlook beyond 2026 is promising.</span></li></ul> </div>\n<div></div>\n<figure>\n<div>\n<img decoding=\"async\" height=\"432\" sizes=\"(max-width: 768px) 100vw, 768px\" src=\"https://investorplace.com/wp-content/uploads/2020/05/lithium1600d-768x432.jpg\" srcset=\"https://investorplace.com/wp-content/uploads/2020/05/lithium1600d-768x432.jpg 768w, https://investorplace.com/wp-content/uploads/2020/05/lithium1600d-300x169.jpg 300w, https://investorplace.com/wp-content/uploads/2020/05/lithium1600d-1024x576.jpg 1024w, https://investorplace.com/wp-content/uploads/2020/05/lithium1600d-1536x864.jpg 1536w, https://investorplace.com/wp-content/uploads/2020/05/lithium1600d-200x113.jpg 200w, https://investorplace.com/wp-content/uploads/2020/05/lithium1600d-400x225.jpg 400w, https://investorplace.com/wp-content/uploads/2020/05/lithium1600d-116x65.jpg 116w, https://investorplace.com/wp-content/uploads/2020/05/lithium1600d-100x56.jpg 100w, https://investorplace.com/wp-content/uploads/2020/05/lithium1600d-89x50.jpg 89w, https://investorplace.com/wp-content/uploads/2020/05/lithium1600d-78x44.jpg 78w, https://investorplace.com/wp-content/uploads/2020/05/lithium1600d.jpg 1600w\" width=\"768\"/> </div>\n<figcaption>\n<p>Source: GrAl / Shutterstock.com</p>\n</figcaption>\n</figure>\n<div>\n<p>There seems to be no better time than now to accumulate potential millionaire-maker lithium stocks. After a big rally, lithium has been in a correction mode. That has translated into a downside for some of the best lithium stocks. However, it’s worth noting the lithium story is not limited to 2023 or even the next few years. The demand for lithium will continue to increase beyond the decade. Therefore, it makes sense to hold lithium stocks for multibagger returns.</p>\n<p>Of course, not all stocks will be massive value creators. This column focuses on three millionaire-maker lithium stocks to buy. In terms of fundamentals for the metal, the following point is worth noting. It’s expected the lithium supply gap will be 1.1 million metric tonnes by 2035. That supply represents 24% lower than the demand — enough to underscore the view that lithium will remain in an uptrend.</p>\n<p>Let’s talk about three lithium stocks to buy and hold.\n</p>\n<h2>Albemarle (ALB)</h2>\n<div><img height=\"169\" loading=\"lazy\" src=\"https://investorplace.com/wp-content/uploads/2020/05/alb1600a-300x169.jpg\" width=\"300\"/><div>Source: IgorGolovniov/Shutterstock.com</div></div>\n<p><strong>Albemarle</strong> (NYSE:<strong>ALB</strong>) is among the millionaire-maker lithium stocks to buy and hold forever. After a 35% correction in the last 12 months, ALB stock trades at an attractive forward price-earnings ratio of 7.24. This is a gold accumulation opportunity.</p>\n<p>It’s worth noting that the correction in ALB stock has been on the back of cooling lithium prices. However, considering the long-term fundamentals for lithium, the best part of the rally for ALB stock is due in the next five years.</p>\n<p>Albemarle is well-positioned to capitalize on the industry tailwinds. The company expects lithium sales volume growth at a CAGR of 20% to 30% through 2027. This will translate into revenue growth and cash flow upside.</p>\n<p>For the current year, Albemarle has guided operating cash flow of $1.5 billion. I would not be surprised if OCF swells to $2.5 billion in the next two years. With robust financial flexibility, the company is positioned for big capital investments and dividend growth.</p>\n<h2>Lithium Americas (LAC)</h2>\n<div><img height=\"169\" loading=\"lazy\" src=\"https://investorplace.com/wp-content/uploads/2021/11/lithium-americas-lac-1600-300x169.jpg\" width=\"300\"/><div>Source: Wirestock Creators / Shutterstock.com</div></div>\n<p><strong>Lithium Americas</strong> (NYSE:<strong>LAC</strong>) is another name among lithium stocks to buy that has been trending lower. However, with a prized asset, the company is poised to create massive value in the coming years.</p>\n<p>It’s worth noting that Lithium Americas commands a market valuation of $2.8 billion. The company’s Thacker Pass project has an after-tax net present value of $5.7 billion. The Cauchari-Olaroz asset in Argentina further adds to the NPV valuation. Clearly, LAC stock is trading at a significant valuation gap, and a big rally is impending.</p>\n<p>The company has also received shareholder approval for splitting its North America and Argentina assets into two separate entities. That will unlock value in the coming years.</p>\n<p>Specific to Thacker Pass, the company has signed an agreement with <strong>General Motors</strong> (NYSE:<strong>GM</strong>). Under this agreement, the latter will be making an investment of $650 million in two tranches.</p>\n<p>An important point to note is that GM has signed a binding supply agreement for 100% of lithium carbonate from Thacker Pass (phase one). On production, Lithium Americas has clear revenue visibility.</p>\n<h2>Piedmont Lithium (PLL)</h2>\n<div><img height=\"169\" loading=\"lazy\" src=\"https://investorplace.com/wp-content/uploads/2022/11/pll1600-300x169.png\" width=\"300\"/><div>Source: T. Schneider / Shutterstock.com</div></div>\n<p><strong>Piedmont Lithium</strong> (NASDAQ:<strong>PLL</strong>) stock is a potential multibagger based on the value-unlocking potential of its assets. The correction in the last few quarters shows a good opportunity to accumulate.</p>\n<p>As for positive catalysts, the company announced the first commercial shipment of spodumene concentrate from Quebec. Piedmont has a 25% stake in the asset, which marks the beginning of revenue growth for the company.</p>\n<p>In another major development, the company has received the final permit required to advance construction at the Tennessee asset.</p>\n<p>I must add here that Piedmont has 100% ownership of this asset with a net present value (NPV) of $2.2 billion. Carolina Lithium is another asset with 100% ownership and an NPV of $2.8 billion. These are game-changing assets regarding revenue and cash flow upside in the next five years. With lithium likely to trend higher, the NPV and free cash flow potential will adjust on the upside.</p>\n<p><em>On the date of publication, Faisal Humayun did not hold (either directly or indirectly) any positions in the securities mentioned in this article. The opinions expressed in this article are those of the writer, subject to the InvestorPlace.com Publishing Guidelines.</em></p>\n<div></div>\n<div>\n<p>Faisal Humayun is a senior research analyst with 12 years of industry experience in the field of credit research, equity research and financial modeling. Faisal has authored over 1,500 stock specific articles with focus on the technology, energy and commodities sector.</p>\n</div>\n<div>\n<p>Energy, Renewable Energy, Battery, Lithium</p>\n</div>\n<div>\n<div>\n<div></div>\n<div></div>\n</div>\n</div>\n</div>\n<div>\n<div hidden=\"true\">\n<div>\n<svg fill=\"none\" height=\"32\" viewbox=\"0 0 261 32\" width=\"261\" xmlns=\"http://www.w3.org/2000/svg\">\n<path d=\"M38.8652 7.49652H42.2492V25.7517H38.8652V7.49652ZM60.0112 7.49652H63.3142V25.7517H60.0921L50.9278 13.1733V25.7517H47.6248V7.49652H50.8469L60.0112 20.0749V7.49652ZM66.5201 7.49652H70.2279L75.4578 21.8955L80.7685 7.49652H84.3144L77.1417 25.7517H73.5957L66.5201 7.49652ZM87.4232 7.49652H100.457V10.5418H90.8072V15.0601H99.5019V18.1054H90.8072V22.7064H100.781V25.7517H87.4232V7.49652ZM113.637 10.8563C112.666 10.5253 111.872 10.3598 111.063 10.3598C110.253 10.3598 109.622 10.5253 109.136 10.8563C108.65 11.1873 108.407 11.601 108.407 12.1803C108.407 12.6768 108.569 13.0906 108.893 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https://investorplace.com/2023/08/3-millionaire-maker-lithium-stocks-to-hold-through-thick-and-thin/.</p>\n<p>©2023 InvestorPlace Media, LLC</p>\n</div>\n<div></div>\n<div>\n<div>\n<h2>Sponsored Headlines</h2>\n</div>\n<div>\n<ins></ins>\n</div>\n</div>\n</div></body></html>","source":"investorplace_stock_picks","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Millionaire-Maker Lithium Stocks to Hold Through Thick and Thin</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Millionaire-Maker Lithium Stocks to Hold Through Thick and Thin\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-08-16 03:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2023/08/3-millionaire-maker-lithium-stocks-to-hold-through-thick-and-thin/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>These are the lithium stocks to buy at undervalued levels.Albemarle Corporation (ALB): Lithium sales volume for ALB could grow at a CAGR of 20% to 30% through 2027.Lithium Americas (LAC): The Thacker ...</p>\n\n<a href=\"https://investorplace.com/2023/08/3-millionaire-maker-lithium-stocks-to-hold-through-thick-and-thin/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","GM":"通用汽车","BK4561":"索罗斯持仓","BK4099":"汽车制造商","LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","BK4548":"巴美列捷福持仓","LU0648000940.SGD":"Natixis Harris Associates Global Equity RA SGD","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","LU1861214812.USD":"Blackrock Future of Transport A2 USD","LAC":"Lithium Americas Corp.","LU1861219969.SGD":"Blackrock Future of Transport A2 SGD-H","BK4168":"多种金属与采矿","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU1548497426.USD":"安联环球人工智能AT Acc","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","BK4109":"特种化学制品","LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD","BK4585":"ETF&股票定投概念","LU1201861165.SGD":"Natixis Harris Associates Global Equity PA SGD","BK4555":"新能源车","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","BK4566":"资本集团","PLL":"Piedmont Lithium Ltd","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU1917777945.USD":"安联专题基金Cl AT Acc","NPV":"弗吉尼亚纽文市保","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","BK4559":"巴菲特持仓","BK4588":"碎股","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","BK4545":"锂电池","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","ALB":"美国雅保","BK4574":"无人驾驶"},"source_url":"https://investorplace.com/2023/08/3-millionaire-maker-lithium-stocks-to-hold-through-thick-and-thin/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2359984083","content_text":"These are the lithium stocks to buy at undervalued levels.Albemarle Corporation (ALB): Lithium sales volume for ALB could grow at a CAGR of 20% to 30% through 2027.Lithium Americas (LAC): The Thacker Pass project is a key cash flow machine with an asset net present value indicating a big valuation gap.Piedmont Lithium (PLL): PLL received the final permit for construction in Tennessee, and the cash flow outlook beyond 2026 is promising. \n\n\n\n \n\nSource: GrAl / Shutterstock.com\n\n\n\nThere seems to be no better time than now to accumulate potential millionaire-maker lithium stocks. After a big rally, lithium has been in a correction mode. That has translated into a downside for some of the best lithium stocks. However, it’s worth noting the lithium story is not limited to 2023 or even the next few years. The demand for lithium will continue to increase beyond the decade. Therefore, it makes sense to hold lithium stocks for multibagger returns.\nOf course, not all stocks will be massive value creators. This column focuses on three millionaire-maker lithium stocks to buy. In terms of fundamentals for the metal, the following point is worth noting. It’s expected the lithium supply gap will be 1.1 million metric tonnes by 2035. That supply represents 24% lower than the demand — enough to underscore the view that lithium will remain in an uptrend.\nLet’s talk about three lithium stocks to buy and hold.\n\nAlbemarle (ALB)\nSource: IgorGolovniov/Shutterstock.com\nAlbemarle (NYSE:ALB) is among the millionaire-maker lithium stocks to buy and hold forever. After a 35% correction in the last 12 months, ALB stock trades at an attractive forward price-earnings ratio of 7.24. This is a gold accumulation opportunity.\nIt’s worth noting that the correction in ALB stock has been on the back of cooling lithium prices. However, considering the long-term fundamentals for lithium, the best part of the rally for ALB stock is due in the next five years.\nAlbemarle is well-positioned to capitalize on the industry tailwinds. The company expects lithium sales volume growth at a CAGR of 20% to 30% through 2027. This will translate into revenue growth and cash flow upside.\nFor the current year, Albemarle has guided operating cash flow of $1.5 billion. I would not be surprised if OCF swells to $2.5 billion in the next two years. With robust financial flexibility, the company is positioned for big capital investments and dividend growth.\nLithium Americas (LAC)\nSource: Wirestock Creators / Shutterstock.com\nLithium Americas (NYSE:LAC) is another name among lithium stocks to buy that has been trending lower. However, with a prized asset, the company is poised to create massive value in the coming years.\nIt’s worth noting that Lithium Americas commands a market valuation of $2.8 billion. The company’s Thacker Pass project has an after-tax net present value of $5.7 billion. The Cauchari-Olaroz asset in Argentina further adds to the NPV valuation. Clearly, LAC stock is trading at a significant valuation gap, and a big rally is impending.\nThe company has also received shareholder approval for splitting its North America and Argentina assets into two separate entities. That will unlock value in the coming years.\nSpecific to Thacker Pass, the company has signed an agreement with General Motors (NYSE:GM). Under this agreement, the latter will be making an investment of $650 million in two tranches.\nAn important point to note is that GM has signed a binding supply agreement for 100% of lithium carbonate from Thacker Pass (phase one). On production, Lithium Americas has clear revenue visibility.\nPiedmont Lithium (PLL)\nSource: T. Schneider / Shutterstock.com\nPiedmont Lithium (NASDAQ:PLL) stock is a potential multibagger based on the value-unlocking potential of its assets. The correction in the last few quarters shows a good opportunity to accumulate.\nAs for positive catalysts, the company announced the first commercial shipment of spodumene concentrate from Quebec. Piedmont has a 25% stake in the asset, which marks the beginning of revenue growth for the company.\nIn another major development, the company has received the final permit required to advance construction at the Tennessee asset.\nI must add here that Piedmont has 100% ownership of this asset with a net present value (NPV) of $2.2 billion. Carolina Lithium is another asset with 100% ownership and an NPV of $2.8 billion. These are game-changing assets regarding revenue and cash flow upside in the next five years. With lithium likely to trend higher, the NPV and free cash flow potential will adjust on the upside.\nOn the date of publication, Faisal Humayun did not hold (either directly or indirectly) any positions in the securities mentioned in this article. The opinions expressed in this article are those of the writer, subject to the InvestorPlace.com Publishing Guidelines.\n\n\nFaisal Humayun is a senior research analyst with 12 years of industry experience in the field of credit research, equity research and financial modeling. Faisal has authored over 1,500 stock specific articles with focus on the technology, energy and commodities sector.\n\n\nEnergy, Renewable Energy, Battery, Lithium\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\nSubmit\n\n\n\n\n\n\n\nArticle printed from InvestorPlace Media, https://investorplace.com/2023/08/3-millionaire-maker-lithium-stocks-to-hold-through-thick-and-thin/.\n©2023 InvestorPlace Media, LLC\n\n\n\n\nSponsored Headlines","news_type":1},"isVote":1,"tweetType":1,"viewCount":276,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":209566345691360,"gmtCreate":1692172146771,"gmtModify":1692172150984,"author":{"id":"3579788727995257","authorId":"3579788727995257","name":"Westango","avatar":"https://static.tigerbbs.com/3a4b1fc2fb23b33fff900b71df70c49f","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3579788727995257","idStr":"3579788727995257"},"themes":[],"htmlText":"Buy","listText":"Buy","text":"Buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/209566345691360","repostId":"2359842854","repostType":2,"isVote":1,"tweetType":1,"viewCount":311,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":202830591107200,"gmtCreate":1690529319447,"gmtModify":1690529323775,"author":{"id":"3579788727995257","authorId":"3579788727995257","name":"Westango","avatar":"https://static.tigerbbs.com/3a4b1fc2fb23b33fff900b71df70c49f","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3579788727995257","idStr":"3579788727995257"},"themes":[],"htmlText":"EV&nbsp;","listText":"EV&nbsp;","text":"EV","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/202830591107200","repostId":"2354524790","repostType":4,"repost":{"id":"2354524790","pubTimestamp":1690521713,"share":"https://ttm.financial/m/news/2354524790?lang=&edition=fundamental","pubTime":"2023-07-28 13:21","market":"us","language":"en","title":"7 EV Stocks You Better Be Buying on Each and Every Dip","url":"https://stock-news.laohu8.com/highlight/detail?id=2354524790","media":"InvestorPlace","summary":"Tesla (TSLA): High financial flexibility for production upside through new factories and an attractive product pipeline.Li Auto (LI): Robust delivery growth that’s backed by new models and vehicle mar","content":"<html><head></head><body><ul><li><p><strong>Tesla</strong> (<strong><u>TSLA</u></strong>): High financial flexibility for production upside through new factories and an attractive product pipeline.</p></li><li><p><strong>Li Auto</strong> (<strong><u>LI</u></strong>): Robust delivery growth that’s backed by new models and vehicle margin is impressive.</p></li><li><p><strong>ChargePoint Holdings</strong> (<strong><u>CHPT</u></strong>): Strong revenue growth and sustained increase in recurring revenue, which will boost margins.</p></li><li><p>These are the top EV stocks to buy for multi-bagger returns in the long-term.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/03fd8b712c6c9c56503263886bfa1177\" tg-width=\"768\" tg-height=\"432\"/></p><p>Source: shutterstock.com/Nixx Photography</p><p>International Energy Agency data indicates that more than 10 million electric vehicles were sold globally in 2022. It’s expected that EVs sold will increase by 35% this year to 14 million. The growth trend seems promising and that’s one reason to consider exposure to some of the top EV stocks.</p><p>Another reason to be bullish is the fact that this is just the beginning of the growth story. A Goldman Sachs estimate indicates that half of new cars sold globally will be EVs in 2035. Further, global EV sales will accelerate to 73 million by 2040.</p><p>Given these estimates, there is a big potential for growth. The growth story will encapsulate car makers, EV charging infrastructure companies, EV battery companies, and producers of metals. This column will discuss seven of the top EV stocks that are positioned to benefit from sustained positive industry tailwinds. Let’s discuss the reasons to be bullish on these top EV stocks.</p><h2 id=\"id_247610688\">Tesla (TSLA)</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ee430c7870e671e00226e96a004ec1c0\" tg-width=\"300\" tg-height=\"169\"/></p><p>Source: Vova Shevchuk / Shutterstock.com</p><p><strong>Tesla</strong> (NASDAQ:<strong><u>TSLA</u></strong>) surged by 144% year-to-date. Without a doubt, it’s among the top EV stocks to buy on corrections. A 10% downside from current levels would be an attractive entry point.</p><p>From a fundamental perspective, Tesla reported cash and equivalents of $23 billion as of Q2 2023. Further, the company generated an operating cash flow of $5.6 billion for the first half of the year. This is important to mention as Tesla has an ambitious target of producing 20 million cars annually by 2030. The company’s financial flexibility is robust to invest in multiple factories.</p><p>I also like the fact that Tesla has an attractive product lineup. This includes the Cybertruck, Roadster, and Tesla Semi. The company’s delivery growth is likely to remain healthy. It’s also being speculated that the revenue potential from Tesla’s supercharger network can be in excess of $100 billion. The growth story therefore looks attractive and TSLA stock is poised to remain in an uptrend.</p><h2 id=\"id_3270677379\">Li Auto (LI)</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b02e66ed89bedc81034dbf1814b77544\" tg-width=\"300\" tg-height=\"169\"/></p><p>Source: PX Media / Shutterstock</p><p><strong>Li Auto</strong> (NASDAQ:<strong><u>LI</u></strong>) has already seen a strong rally year-to-date. The upside from oversold levels has been backed by strong business developments. I believe that LI stock is worth accumulating on corrections with an investment horizon of five years.</p><p>For Q2 2023, Li reported delivery growth of 201.6% on a year-on-year basis to 86,533. Robust growth has been backed by aggressive expansion in the retail network coupled with the launch of multiple new models. It’s worth noting that Li Auto will unveil the super flagship 5C BEV model, Li MEGA, in Q4 2023. I believe that delivery growth will remain stellar in 2024 and beyond.</p><p>Another reason to like LI stock is healthy margins. For Q1 2023, the company reported a vehicle margin of 19.8% and a free cash flow of $975.9 million. With operating leverage, FCF is likely to accelerate and the company’s financial flexibility will remain high for investment in innovation.</p><h2 id=\"id_2006618486\">ChargePoint Holdings (CHPT)</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f63577bf32dfdb1abd33de59523f7323\" tg-width=\"300\" tg-height=\"169\"/></p><p>Source: Epic Cure / Shutterstock</p><p>Electric vehicle charging infrastructure stocks have been depressed and <strong>ChargePoint Holdings</strong> (NYSE:<strong><u>CHPT</u></strong>) is no exception. However, I believe that the worst of the correction for CHPT stock is over. A breakout rally is likely after some consolidation.</p><p>From a business perspective, there are several positives to note. For Q1 2024, the company reported 59% year-on-year revenue growth to $130 million. It’s important to note that subscription revenue increased to $26.4 million. As the number of charging ports installed increases, recurring revenue will swell. This will boost the company’s EBITDA margin. ChargePoint reported a gross margin expansion of 800 basis points in Q1 2023 on a year-on-year basis.</p><p>It’s also worth noting that ChargePoint has a strong presence in North America. Additionally, the company is already present in 16 countries in Europe. With a wide addressable market, the company’s revenue growth is likely to remain robust in the coming years.</p><h2 id=\"id_2730912302\">Albemarle (ALB)</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8914c62977253620c213b3e0d0109f08\" tg-width=\"300\" tg-height=\"169\"/></p><p>Source: Zurijeta / Shutterstock.com</p><p><strong>Albemarle </strong>(NYSE:<strong><u>ALB</u></strong>) stock has been trending lower in the last few months. The reason is a correction in lithium price. However, through the decade and beyond, the lithium supply gap is likely to worsen. There is little doubt on the point that lithium will trend higher on the back of strong demand from the EV battery segment.</p><p>It’s therefore a good time to accumulate Albemarle, which currently trades at a forward price-earnings ratio of 9. I would not be surprised if the stock doubles in the next 24 months. In terms of company-specific growth, Albemarle expects lithium sales volume to increase at a CAGR of 20% to 30% through 2027. This will translate into revenue and cash flow upside. Potentially higher realized prices will accelerate free cash flows. I, therefore, believe that ALB stock is among the best dividend growth stocks to consider at current valuations.</p><h2 id=\"id_2980970697\">Polestar Automotive (PSNY)</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/46286e26974bf56d8192df56ee98f9fb\" tg-width=\"300\" tg-height=\"169\"/></p><p>Source: shutterstock.com/CC7</p><p><strong>Polestar Automotive</strong> (NASDAQ:<strong><u>PSNY</u></strong>) stock had touched lows of $3.10 in March. The stock is higher by almost 40% at current levels of $4.33. I believe that the uptrend is likely to sustain with several positives on the horizon.</p><p>Earlier this year, the company revised its delivery guidance on the downside. This factor is discounted in the stock and the company is on track to achieve the revised guidance of 60,000 to 70,000 deliveries. I believe that delivery growth is likely to accelerate meaningfully next year and in 2025.</p><p>The reason is the commercial launch of Polestar 3 and Polestar 4 in Q1 2023. If macroeconomic conditions are favorable, delivery growth will be robust. Further, another model is due for launch in 2026. It’s also worth noting that the company has intensified cost-cutting measures. EBITDA level losses are likely to narrow. Operating leverage will further contribute to an improvement in EBITDA margin.</p><h2 id=\"id_3450298300\">Panasonic Holdings (PCRFY)</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/30f52acb24654c3464cfbbf0711efe59\" tg-width=\"300\" tg-height=\"169\"/></p><p>Source: Freedom365day / Shutterstock.com</p><p>Among EV battery companies, <strong>Panasonic Holdings</strong> (OTCMKTS:<strong><u>PCRFY</u></strong>) looks attractive. Even after a rally of 47% for the year, PCRFY stock trades at a forward price-earnings ratio of 11.2. Further, the stock offers a dividend yield of 1.73%. I expect multi-bagger returns over the next five to seven years.</p><p>A big reason to like Panasonic is the company’s aggressive growth plans. Once the Kansas battery plant is operational, the company expects annual capacity to increase to 80 GWh. However, Panasonic is targeting an EV battery capacity of 200 GWh by 2031.</p><p>To accomplish this, Panasonic needs to construct four more factories. The plans provide clear revenue and earnings growth visibility. Panasonic has been an innovator and that’s another reason to like the stock. The company is targeting a 20% increase in battery density by 2030. This will make EV batteries smaller and lighter.</p><h2 id=\"id_3094411144\">Solid Power (SLDP)</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1e4149744de6f57852c6db855e08dbb9\" tg-width=\"300\" tg-height=\"169\"/></p><p>Source: Chompoo Suriyo / Shutterstock.com</p><p><strong>Solid Power</strong> (NASDAQ:<strong><u>SLDP</u></strong>) is another EV battery stock that’s worth holding. The company is still at an early stage and multibagger returns are likely. SLDP stock has remained in a downtrend in the last few quarters. I see current levels as attractive for fresh exposure.</p><p>As an overview, Solid Power is working towards the commercialization of solid-state batteries. It’s unlikely that the product will be on the market before 2026. However, I expect SLDP stock to trend higher if the research and development progress is encouraging.</p><p>It’s worth noting that the company will be delivering EV cells to automotive partners for validation testing in 2023. This is an impending catalyst for stock upside. In Dec., the company agreed to license its technology to <strong>BMW</strong> (OTCMKTS:<strong><u>BMWYY</u></strong>). This will help in parallel research and development activity. With a healthy cash buffer, Solid Power is fully financed for the next 12 to 18 months.</p></body></html>","source":"investorplace_stock_picks","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>7 EV Stocks You Better Be Buying on Each and Every Dip</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n7 EV Stocks You Better Be Buying on Each and Every Dip\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-28 13:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2023/07/7-ev-stocks-you-better-be-buying-on-each-and-every-dip/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla (TSLA): High financial flexibility for production upside through new factories and an attractive product pipeline.Li Auto (LI): Robust delivery growth that’s backed by new models and vehicle ...</p>\n\n<a href=\"https://investorplace.com/2023/07/7-ev-stocks-you-better-be-buying-on-each-and-every-dip/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SLDP":"Solid Power, Inc","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","QQQ":"纳指100ETF",".IXIC":"NASDAQ Composite","BK4550":"红杉资本持仓","LU0056508442.USD":"贝莱德世界科技基金A2","LU1917777945.USD":"安联专题基金Cl AT Acc","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","QID":"纳指两倍做空ETF","BK4096":"电气部件与设备","LU2063271972.USD":"富兰克林创新领域基金","BK4511":"特斯拉概念","BK4099":"汽车制造商","BK4124":"机动车零配件与设备","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","LU0097036916.USD":"贝莱德美国增长A2 USD","LU1861214812.USD":"Blackrock Future of Transport A2 USD","BK4548":"巴美列捷福持仓","SQQQ":"纳指三倍做空ETF","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU1861219969.SGD":"Blackrock Future of Transport A2 SGD-H","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","TSLL":"Direxion Daily TSLA Bull 2X Shares","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","LU1861558580.USD":"日兴方舟颠覆性创新基金B","ALB":"美国雅保","BK4109":"特种化学制品","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","QLD":"纳指两倍做多ETF","LI":"理想汽车","PSNY":"极星汽车","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","TQQQ":"纳指三倍做多ETF","BK4534":"瑞士信贷持仓","CHPT":"ChargePoint Holdings Inc.","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","TSLA":"特斯拉","PSQ":"纳指反向ETF","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD"},"source_url":"https://investorplace.com/2023/07/7-ev-stocks-you-better-be-buying-on-each-and-every-dip/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2354524790","content_text":"Tesla (TSLA): High financial flexibility for production upside through new factories and an attractive product pipeline.Li Auto (LI): Robust delivery growth that’s backed by new models and vehicle margin is impressive.ChargePoint Holdings (CHPT): Strong revenue growth and sustained increase in recurring revenue, which will boost margins.These are the top EV stocks to buy for multi-bagger returns in the long-term.Source: shutterstock.com/Nixx PhotographyInternational Energy Agency data indicates that more than 10 million electric vehicles were sold globally in 2022. It’s expected that EVs sold will increase by 35% this year to 14 million. The growth trend seems promising and that’s one reason to consider exposure to some of the top EV stocks.Another reason to be bullish is the fact that this is just the beginning of the growth story. A Goldman Sachs estimate indicates that half of new cars sold globally will be EVs in 2035. Further, global EV sales will accelerate to 73 million by 2040.Given these estimates, there is a big potential for growth. The growth story will encapsulate car makers, EV charging infrastructure companies, EV battery companies, and producers of metals. This column will discuss seven of the top EV stocks that are positioned to benefit from sustained positive industry tailwinds. Let’s discuss the reasons to be bullish on these top EV stocks.Tesla (TSLA)Source: Vova Shevchuk / Shutterstock.comTesla (NASDAQ:TSLA) surged by 144% year-to-date. Without a doubt, it’s among the top EV stocks to buy on corrections. A 10% downside from current levels would be an attractive entry point.From a fundamental perspective, Tesla reported cash and equivalents of $23 billion as of Q2 2023. Further, the company generated an operating cash flow of $5.6 billion for the first half of the year. This is important to mention as Tesla has an ambitious target of producing 20 million cars annually by 2030. The company’s financial flexibility is robust to invest in multiple factories.I also like the fact that Tesla has an attractive product lineup. This includes the Cybertruck, Roadster, and Tesla Semi. The company’s delivery growth is likely to remain healthy. It’s also being speculated that the revenue potential from Tesla’s supercharger network can be in excess of $100 billion. The growth story therefore looks attractive and TSLA stock is poised to remain in an uptrend.Li Auto (LI)Source: PX Media / ShutterstockLi Auto (NASDAQ:LI) has already seen a strong rally year-to-date. The upside from oversold levels has been backed by strong business developments. I believe that LI stock is worth accumulating on corrections with an investment horizon of five years.For Q2 2023, Li reported delivery growth of 201.6% on a year-on-year basis to 86,533. Robust growth has been backed by aggressive expansion in the retail network coupled with the launch of multiple new models. It’s worth noting that Li Auto will unveil the super flagship 5C BEV model, Li MEGA, in Q4 2023. I believe that delivery growth will remain stellar in 2024 and beyond.Another reason to like LI stock is healthy margins. For Q1 2023, the company reported a vehicle margin of 19.8% and a free cash flow of $975.9 million. With operating leverage, FCF is likely to accelerate and the company’s financial flexibility will remain high for investment in innovation.ChargePoint Holdings (CHPT)Source: Epic Cure / ShutterstockElectric vehicle charging infrastructure stocks have been depressed and ChargePoint Holdings (NYSE:CHPT) is no exception. However, I believe that the worst of the correction for CHPT stock is over. A breakout rally is likely after some consolidation.From a business perspective, there are several positives to note. For Q1 2024, the company reported 59% year-on-year revenue growth to $130 million. It’s important to note that subscription revenue increased to $26.4 million. As the number of charging ports installed increases, recurring revenue will swell. This will boost the company’s EBITDA margin. ChargePoint reported a gross margin expansion of 800 basis points in Q1 2023 on a year-on-year basis.It’s also worth noting that ChargePoint has a strong presence in North America. Additionally, the company is already present in 16 countries in Europe. With a wide addressable market, the company’s revenue growth is likely to remain robust in the coming years.Albemarle (ALB)Source: Zurijeta / Shutterstock.comAlbemarle (NYSE:ALB) stock has been trending lower in the last few months. The reason is a correction in lithium price. However, through the decade and beyond, the lithium supply gap is likely to worsen. There is little doubt on the point that lithium will trend higher on the back of strong demand from the EV battery segment.It’s therefore a good time to accumulate Albemarle, which currently trades at a forward price-earnings ratio of 9. I would not be surprised if the stock doubles in the next 24 months. In terms of company-specific growth, Albemarle expects lithium sales volume to increase at a CAGR of 20% to 30% through 2027. This will translate into revenue and cash flow upside. Potentially higher realized prices will accelerate free cash flows. I, therefore, believe that ALB stock is among the best dividend growth stocks to consider at current valuations.Polestar Automotive (PSNY)Source: shutterstock.com/CC7Polestar Automotive (NASDAQ:PSNY) stock had touched lows of $3.10 in March. The stock is higher by almost 40% at current levels of $4.33. I believe that the uptrend is likely to sustain with several positives on the horizon.Earlier this year, the company revised its delivery guidance on the downside. This factor is discounted in the stock and the company is on track to achieve the revised guidance of 60,000 to 70,000 deliveries. I believe that delivery growth is likely to accelerate meaningfully next year and in 2025.The reason is the commercial launch of Polestar 3 and Polestar 4 in Q1 2023. If macroeconomic conditions are favorable, delivery growth will be robust. Further, another model is due for launch in 2026. It’s also worth noting that the company has intensified cost-cutting measures. EBITDA level losses are likely to narrow. Operating leverage will further contribute to an improvement in EBITDA margin.Panasonic Holdings (PCRFY)Source: Freedom365day / Shutterstock.comAmong EV battery companies, Panasonic Holdings (OTCMKTS:PCRFY) looks attractive. Even after a rally of 47% for the year, PCRFY stock trades at a forward price-earnings ratio of 11.2. Further, the stock offers a dividend yield of 1.73%. I expect multi-bagger returns over the next five to seven years.A big reason to like Panasonic is the company’s aggressive growth plans. Once the Kansas battery plant is operational, the company expects annual capacity to increase to 80 GWh. However, Panasonic is targeting an EV battery capacity of 200 GWh by 2031.To accomplish this, Panasonic needs to construct four more factories. The plans provide clear revenue and earnings growth visibility. Panasonic has been an innovator and that’s another reason to like the stock. The company is targeting a 20% increase in battery density by 2030. This will make EV batteries smaller and lighter.Solid Power (SLDP)Source: Chompoo Suriyo / Shutterstock.comSolid Power (NASDAQ:SLDP) is another EV battery stock that’s worth holding. The company is still at an early stage and multibagger returns are likely. SLDP stock has remained in a downtrend in the last few quarters. I see current levels as attractive for fresh exposure.As an overview, Solid Power is working towards the commercialization of solid-state batteries. It’s unlikely that the product will be on the market before 2026. However, I expect SLDP stock to trend higher if the research and development progress is encouraging.It’s worth noting that the company will be delivering EV cells to automotive partners for validation testing in 2023. This is an impending catalyst for stock upside. In Dec., the company agreed to license its technology to BMW (OTCMKTS:BMWYY). This will help in parallel research and development activity. With a healthy cash buffer, Solid Power is fully financed for the next 12 to 18 months.","news_type":1},"isVote":1,"tweetType":1,"viewCount":301,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":195421420781784,"gmtCreate":1688747877836,"gmtModify":1688748093567,"author":{"id":"3579788727995257","authorId":"3579788727995257","name":"Westango","avatar":"https://static.tigerbbs.com/3a4b1fc2fb23b33fff900b71df70c49f","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3579788727995257","idStr":"3579788727995257"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$ &nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$ 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20230721 90.0 CALL$ &nbsp;</a>","text":"$BABA 20230721 90.0 CALL$","images":[{"img":"https://community-static.tradeup.com/news/8a0ca09ce1567cfd03a402e221bdca01","width":"898","height":"1475"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/195422123302928","isVote":1,"tweetType":1,"viewCount":247,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":195421318328488,"gmtCreate":1688747825899,"gmtModify":1688747828303,"author":{"id":"3579788727995257","authorId":"3579788727995257","name":"Westango","avatar":"https://static.tigerbbs.com/3a4b1fc2fb23b33fff900b71df70c49f","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3579788727995257","idStr":"3579788727995257"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/CHPT\">$ChargePoint Holdings Inc.(CHPT)$ &nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/CHPT\">$ChargePoint 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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":1644829934,"share":"https://ttm.financial/m/news/1156270518?lang=&edition=fundamental","pubTime":"2022-02-14 17:12","market":"us","language":"en","title":"Vaccine Stocks Slipped in Premarket Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1156270518","media":"Tiger Newspress","summary":"Novavax, Moderna, BioNTech, and Pfizer fell between 1% and 5%.","content":"<html><head></head><body><p>Novavax, Moderna, BioNTech, and Pfizer fell between 1% and 5%.</p><p><img src=\"https://static.tigerbbs.com/fee74f1e9f7493e81a0a1c1d3630c332\" tg-width=\"701\" tg-height=\"612\" width=\"100%\" height=\"auto\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Vaccine Stocks Slipped in Premarket Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ 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hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nVaccine Stocks Slipped in Premarket Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-02-14 17:12</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Novavax, Moderna, BioNTech, and Pfizer fell between 1% and 5%.</p><p><img src=\"https://static.tigerbbs.com/fee74f1e9f7493e81a0a1c1d3630c332\" tg-width=\"701\" tg-height=\"612\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BNTX":"BioNTech SE","MRNA":"Moderna, Inc.","PFE":"辉瑞","NVAX":"诺瓦瓦克斯医药"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156270518","content_text":"Novavax, Moderna, BioNTech, and Pfizer fell between 1% and 5%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":26,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9091733835,"gmtCreate":1643938651985,"gmtModify":1676533874061,"author":{"id":"3579788727995257","authorId":"3579788727995257","name":"Westango","avatar":"https://static.tigerbbs.com/3a4b1fc2fb23b33fff900b71df70c49f","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3579788727995257","authorIdStr":"3579788727995257"},"themes":[],"htmlText":"Buy","listText":"Buy","text":"Buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9091733835","repostId":"2208431531","repostType":4,"repost":{"id":"2208431531","pubTimestamp":1643933682,"share":"https://ttm.financial/m/news/2208431531?lang=&edition=fundamental","pubTime":"2022-02-04 08:14","market":"us","language":"en","title":"Facebook Owner Meta Erases $251.3 Billion in Value, Biggest Wipeout in History","url":"https://stock-news.laohu8.com/highlight/detail?id=2208431531","media":"Bloomberg","summary":"(BLOOMBERG) - Meta Platforms' one-day crash now ranks as the worst in stock-market history.The Faceb","content":"<div>\n<p>(BLOOMBERG) - Meta Platforms' one-day crash now ranks as the worst in stock-market history.The Facebook owner plunged 26 percent on Thursday (Feb 3) on the back of woeful earnings results, and erased ...</p>\n\n<a href=\"https://www.straitstimes.com/business/companies-markets/facebook-owner-meta-erases-338-billion-in-value-biggest-wipeout-in-history\">Web Link</a>\n\n</div>\n","source":"straits_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Facebook Owner Meta Erases $251.3 Billion in Value, Biggest Wipeout in History</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\">\nFacebook Owner Meta Erases $251.3 Billion in Value, Biggest Wipeout in History\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-04 08:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.straitstimes.com/business/companies-markets/facebook-owner-meta-erases-338-billion-in-value-biggest-wipeout-in-history><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(BLOOMBERG) - Meta Platforms' one-day crash now ranks as the worst in stock-market history.The Facebook owner plunged 26 percent on Thursday (Feb 3) on the back of woeful earnings results, and erased ...</p>\n\n<a href=\"https://www.straitstimes.com/business/companies-markets/facebook-owner-meta-erases-338-billion-in-value-biggest-wipeout-in-history\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4524":"宅经济概念","BK4551":"寇图资本持仓","BK4553":"喜马拉雅资本持仓","BK4548":"巴美列捷福持仓","BK4508":"社交媒体","BK4527":"明星科技股","BK4534":"瑞士信贷持仓","BK4077":"互动媒体与服务","BK4507":"流媒体概念","BK4550":"红杉资本持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4554":"元宇宙及AR概念","BK4525":"远程办公概念","BK4566":"资本集团","BK4503":"景林资产持仓"},"source_url":"https://www.straitstimes.com/business/companies-markets/facebook-owner-meta-erases-338-billion-in-value-biggest-wipeout-in-history","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2208431531","content_text":"(BLOOMBERG) - Meta Platforms' one-day crash now ranks as the worst in stock-market history.The Facebook owner plunged 26 percent on Thursday (Feb 3) on the back of woeful earnings results, and erased about US$251.3 billion (S$337.8 billion) in market value. That's the biggest wipeout in market value for any US company ever.And while the stock could certainly bounce back in coming days, especially given the volatility that's gripped the technology sector this year, the mood on Wall Street has turned decidedly bleak on the long-time market darling.Analysts are pointing to the stiff competition that Meta now faces from rivals and to the fact that revenue was below expectations as causes for concern. Michael Nathanson, an analyst at brokerage Moffett Nathanson, titled his note \"Facebook: The Beginning of the End?\"\"These cuts run deep,\" he wrote. The results were \"a headline grabber and not in a good way.\"The sheer size of Facebook's collapse illustrates just how tech companies have ballooned in size to become behemoths with unprecedented market power, and the drama that can ensue when they stumble.\"Lots of US megacaps are priced as growth stocks. They may suffer more in a rising yield environment, especially if growth becomes more questionable,\" said Frederic Rollin, senior investment advisor at Pictet Asset Management.Meta \"finds itself in the middle of a perfect storm,\" wrote Youssef Squali, an analyst at Truist Securities.Twitter, Snap and Pinterest all closed lower on Thursday and dragged the Nasdaq Index down 4.2 per cent, its worst sell-off since September 2020. Meta shares rose 1.4 per cent after hours.Meta's market cap as of Wednesday's close stood at roughly US$900 billion. The company makes up one of the original FAANG cohort of tech megacaps, including Google's parent Alphabet., Amazon.com and Apple.It's not the first time Meta shares have dropped dramatically. The stock plunged 19 per cent in July 2018 on a slowdown in user growth, translating to a about US$120 billion decline in market capitalisation. At the time, it set the record for the largest-ever loss of value in one day for a US traded company.\"We're hopeful the company kitchen-sinked the outlook,\" said Shyam Patil, an analyst at Susquehanna Financial Group.More On This TopicFacebook parent Meta sheds US$200 billion in stock plummetMark Zuckerberg loses US$29 billion in a day as Meta shares crash","news_type":1},"isVote":1,"tweetType":1,"viewCount":85,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3572005609122539","authorId":"3572005609122539","name":"ngchris","avatar":"https://static.tigerbbs.com/76fa13deb76ef9b61305ed927b5c3290","crmLevel":2,"crmLevelSwitch":0,"idStr":"3572005609122539","authorIdStr":"3572005609122539"},"content":"is this the beginning or the end of the fall?","text":"is this the beginning or the end of the fall?","html":"is this the beginning or the end of the fall?"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9091823550,"gmtCreate":1643843352277,"gmtModify":1676533861418,"author":{"id":"3579788727995257","authorId":"3579788727995257","name":"Westango","avatar":"https://static.tigerbbs.com/3a4b1fc2fb23b33fff900b71df70c49f","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3579788727995257","authorIdStr":"3579788727995257"},"themes":[],"htmlText":"Why","listText":"Why","text":"Why","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9091823550","repostId":"2208364488","repostType":2,"repost":{"id":"2208364488","pubTimestamp":1643842462,"share":"https://ttm.financial/m/news/2208364488?lang=&edition=fundamental","pubTime":"2022-02-03 06:54","market":"us","language":"en","title":"Meta Platforms Stock Plunges 20% on Q4 EPS Miss and Worse Than Expected Outlook","url":"https://stock-news.laohu8.com/highlight/detail?id=2208364488","media":"StreetInsider","summary":"Meta Platforms shares dropped more than 20% after-hours following the company’s Q4 results, with EPS","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/FB\">Meta Platforms</a> shares dropped more than 20% after-hours following the company’s Q4 results, with EPS of $3.67 coming in worse than the consensus estimate of $3.84. Revenue was $33.67 billion, compared to the Street estimate of $33.38 billion.</p><p><img src=\"https://static.tigerbbs.com/e923813c4a5c3814a0429a51a3a6db23\" tg-width=\"880\" tg-height=\"630\" referrerpolicy=\"no-referrer\"/></p><p>Daily active people (DAP) for Family of Apps (FoA), which includes Facebook, Instagram, Messenger, WhatsApp and other services, was 2.82 billion on average for December 2021, representing an 8% growth year-over-year. Family monthly active people (MAP) was 3.59 billion as of December 31, 2021, representing a 9% year-over-year growth.</p><p>The company repurchased $19.18 billion and $44.81 billion of its Class A common stock in Q4 and 2021, respectively, and has $38.79 billion available and authorized for repurchases as of December 31, 2021.</p><p>The company expects Q1/2022 revenue in the range of $27-29 billion (3-11% growth year-over-year), which is lower than the consensus estimate of $30.1 billion and is expected to be impacted by headwinds to both impression and price growth.</p><p>According to Mark Zuckerberg, Meta founder and CEO, the company made encouraging progress in 2021 in a number of important growth areas like Reels, commerce, and virtual reality, and continues to invest in these and other key priorities this year as it works towards building the metaverse.</p></body></html>","source":"highlight_streetinsider","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>Meta Platforms Stock Plunges 20% on Q4 EPS Miss and Worse Than Expected Outlook</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\">\nMeta Platforms Stock Plunges 20% on Q4 EPS Miss and Worse Than Expected Outlook\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-03 06:54 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/dr/news.php?id=19548168><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Meta Platforms shares dropped more than 20% after-hours following the company’s Q4 results, with EPS of $3.67 coming in worse than the consensus estimate of $3.84. Revenue was $33.67 billion, compared...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=19548168\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.streetinsider.com/dr/news.php?id=19548168","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2208364488","content_text":"Meta Platforms shares dropped more than 20% after-hours following the company’s Q4 results, with EPS of $3.67 coming in worse than the consensus estimate of $3.84. Revenue was $33.67 billion, compared to the Street estimate of $33.38 billion.Daily active people (DAP) for Family of Apps (FoA), which includes Facebook, Instagram, Messenger, WhatsApp and other services, was 2.82 billion on average for December 2021, representing an 8% growth year-over-year. Family monthly active people (MAP) was 3.59 billion as of December 31, 2021, representing a 9% year-over-year growth.The company repurchased $19.18 billion and $44.81 billion of its Class A common stock in Q4 and 2021, respectively, and has $38.79 billion available and authorized for repurchases as of December 31, 2021.The company expects Q1/2022 revenue in the range of $27-29 billion (3-11% growth year-over-year), which is lower than the consensus estimate of $30.1 billion and is expected to be impacted by headwinds to both impression and price growth.According to Mark Zuckerberg, Meta founder and CEO, the company made encouraging progress in 2021 in a number of important growth areas like Reels, commerce, and virtual reality, and continues to invest in these and other key priorities this year as it works towards building the metaverse.","news_type":1},"isVote":1,"tweetType":1,"viewCount":27,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9004184697,"gmtCreate":1642543136046,"gmtModify":1676533719628,"author":{"id":"3579788727995257","authorId":"3579788727995257","name":"Westango","avatar":"https://static.tigerbbs.com/3a4b1fc2fb23b33fff900b71df70c49f","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3579788727995257","authorIdStr":"3579788727995257"},"themes":[],"htmlText":"Gaming is resession proof","listText":"Gaming is resession proof","text":"Gaming is resession proof","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9004184697","repostId":"1149966362","repostType":4,"repost":{"id":"1149966362","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":1642512559,"share":"https://ttm.financial/m/news/1149966362?lang=&edition=fundamental","pubTime":"2022-01-18 21:29","market":"us","language":"en","title":"Microsoft to acquire Activision Blizzard in all-cash deal valued at $68.7 bln","url":"https://stock-news.laohu8.com/highlight/detail?id=1149966362","media":"Tiger Newspress","summary":"Today, Microsoft Corp. announced plans to acquire Activision Blizzard Inc., a leader in game develop","content":"<html><head></head><body><p>Today, Microsoft Corp. announced plans to acquire Activision Blizzard Inc., a leader in game development and interactive entertainment content publisher. This acquisition will accelerate the growth in Microsoft’s gaming business across mobile, PC, console and cloud and will provide building blocks for the metaverse.</p><p>Microsoft will acquire Activision Blizzard for $95.00 per share, in an all-cash transaction valued at $68.7 billion, inclusive of Activision Blizzard’s net cash. When the transaction closes, Microsoft will become the world’s third-largest gaming company by revenue, behind Tencent and Sony. The planned acquisition includes iconic franchises from the Activision, Blizzard and King studios like “Warcraft,” “Diablo,” “Overwatch,” “Call of Duty” and “Candy Crush,” in addition to global eSports activities through Major League Gaming. The company has studios around the word with nearly 10,000 employees.</p><p>Bobby Kotick will continue to serve as CEO of Activision Blizzard, and he and his team will maintain their focus on driving efforts to further strengthen the company’s culture and accelerate business growth. Once the deal closes, the Activision Blizzard business will report to Phil Spencer, CEO, Microsoft Gaming.</p><p>The acquisition also bolsters Microsoft’s Game Pass portfolio with plans to launch Activision Blizzard games into Game Pass, which has reached a new milestone of over 25 million subscribers. With Activision Blizzard’s nearly 400 million monthly active players in 190 countries and three billion-dollar franchises, this acquisition will make Game Pass one of the most compelling and diverse lineups of gaming content in the industry. Upon close, Microsoft will have 30 internal game development studios, along with additional publishing and esports production capabilities.</p><p>The transaction is subject to customary closing conditions and completion of regulatory review and Activision Blizzard’s shareholder approval. The deal is expected to close in fiscal year 2023 and will be accretive to non-GAAP earnings per share upon close. The transaction has been approved by the boards of directors of both Microsoft and Activision Blizzard.</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>Microsoft to acquire Activision Blizzard in all-cash deal valued at $68.7 bln</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\">\nMicrosoft to acquire Activision Blizzard in all-cash deal valued at $68.7 bln\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-01-18 21:29</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Today, Microsoft Corp. announced plans to acquire Activision Blizzard Inc., a leader in game development and interactive entertainment content publisher. This acquisition will accelerate the growth in Microsoft’s gaming business across mobile, PC, console and cloud and will provide building blocks for the metaverse.</p><p>Microsoft will acquire Activision Blizzard for $95.00 per share, in an all-cash transaction valued at $68.7 billion, inclusive of Activision Blizzard’s net cash. When the transaction closes, Microsoft will become the world’s third-largest gaming company by revenue, behind Tencent and Sony. The planned acquisition includes iconic franchises from the Activision, Blizzard and King studios like “Warcraft,” “Diablo,” “Overwatch,” “Call of Duty” and “Candy Crush,” in addition to global eSports activities through Major League Gaming. The company has studios around the word with nearly 10,000 employees.</p><p>Bobby Kotick will continue to serve as CEO of Activision Blizzard, and he and his team will maintain their focus on driving efforts to further strengthen the company’s culture and accelerate business growth. Once the deal closes, the Activision Blizzard business will report to Phil Spencer, CEO, Microsoft Gaming.</p><p>The acquisition also bolsters Microsoft’s Game Pass portfolio with plans to launch Activision Blizzard games into Game Pass, which has reached a new milestone of over 25 million subscribers. With Activision Blizzard’s nearly 400 million monthly active players in 190 countries and three billion-dollar franchises, this acquisition will make Game Pass one of the most compelling and diverse lineups of gaming content in the industry. Upon close, Microsoft will have 30 internal game development studios, along with additional publishing and esports production capabilities.</p><p>The transaction is subject to customary closing conditions and completion of regulatory review and Activision Blizzard’s shareholder approval. The deal is expected to close in fiscal year 2023 and will be accretive to non-GAAP earnings per share upon close. The transaction has been approved by the boards of directors of both Microsoft and Activision Blizzard.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软","ATVI":"动视暴雪"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149966362","content_text":"Today, Microsoft Corp. announced plans to acquire Activision Blizzard Inc., a leader in game development and interactive entertainment content publisher. This acquisition will accelerate the growth in Microsoft’s gaming business across mobile, PC, console and cloud and will provide building blocks for the metaverse.Microsoft will acquire Activision Blizzard for $95.00 per share, in an all-cash transaction valued at $68.7 billion, inclusive of Activision Blizzard’s net cash. When the transaction closes, Microsoft will become the world’s third-largest gaming company by revenue, behind Tencent and Sony. The planned acquisition includes iconic franchises from the Activision, Blizzard and King studios like “Warcraft,” “Diablo,” “Overwatch,” “Call of Duty” and “Candy Crush,” in addition to global eSports activities through Major League Gaming. The company has studios around the word with nearly 10,000 employees.Bobby Kotick will continue to serve as CEO of Activision Blizzard, and he and his team will maintain their focus on driving efforts to further strengthen the company’s culture and accelerate business growth. Once the deal closes, the Activision Blizzard business will report to Phil Spencer, CEO, Microsoft Gaming.The acquisition also bolsters Microsoft’s Game Pass portfolio with plans to launch Activision Blizzard games into Game Pass, which has reached a new milestone of over 25 million subscribers. With Activision Blizzard’s nearly 400 million monthly active players in 190 countries and three billion-dollar franchises, this acquisition will make Game Pass one of the most compelling and diverse lineups of gaming content in the industry. Upon close, Microsoft will have 30 internal game development studios, along with additional publishing and esports production capabilities.The transaction is subject to customary closing conditions and completion of regulatory review and Activision Blizzard’s shareholder approval. The deal is expected to close in fiscal year 2023 and will be accretive to non-GAAP earnings per share upon close. The transaction has been approved by the boards of directors of both Microsoft and Activision Blizzard.","news_type":1},"isVote":1,"tweetType":1,"viewCount":12,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9063499624,"gmtCreate":1651503374371,"gmtModify":1676534917310,"author":{"id":"3579788727995257","authorId":"3579788727995257","name":"Westango","avatar":"https://static.tigerbbs.com/3a4b1fc2fb23b33fff900b71df70c49f","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3579788727995257","authorIdStr":"3579788727995257"},"themes":[],"htmlText":"Love it. Big on oil.","listText":"Love it. Big on oil.","text":"Love it. Big on oil.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9063499624","repostId":"2232712364","repostType":2,"repost":{"id":"2232712364","pubTimestamp":1651502479,"share":"https://ttm.financial/m/news/2232712364?lang=&edition=fundamental","pubTime":"2022-05-02 22:41","market":"us","language":"en","title":"Warren Buffett Just Made an Even Bigger Bet on Oil Prices","url":"https://stock-news.laohu8.com/highlight/detail?id=2232712364","media":"Motley Fool","summary":"Chevron is now a top-three position for Berkshire, bigger than American Express and Coca-Cola.","content":"<html><head></head><body><p>In the middle of the first quarter, Warren Buffett&#39;s company, <b>Berkshire Hathaway</b>, had to disclose it had made a large bet on <b>Occidental Petroleum</b>. That&#39;s because the giant Buffett conglomerate had taken a stake that exceeded 10% of Occidental&#39;s stock, prompting a disclosure.</p><p>That purchase in Occidental, which seemed like a leveraged bet on higher oil prices, appeared to indicate Buffett was bullish on oil prices following Russia&#39;s invasion of Ukraine. But it also could have been for factors specific to Occidental.</p><p>It turns out that Buffett was making an even more massive bet on oil prices at the time, the full extent of which he didn&#39;t have to disclose until now.</p><h2>Chevron is now a top-three position for Berkshire, ahead of AmEx and Coke</h2><p>While Berkshire had to disclose its position in Occidental, it didn&#39;t have to do so for a huge increase in its position in <b>Chevron</b> (CVX -3.16%). Because Chevron is a much larger overall company, Berkshire was able to increase its share of the company from 2% at the end of the fourth quarter of 2021 to 8.9% by the end of the first quarter of 2022.</p><p>Thanks to rising oil prices and Chevron&#39;s rising price, the stake has now overtaken famous longtime Buffett holdings <b>American Express</b> and <b>Coca-Cola</b> in terms of size. At today&#39;s prices, Chevron now makes up 7.7% of Berkshire&#39;s $353 billion portfolio, its third-largest position, behind <b>Apple</b> in first and <b>Bank of America</b>.</p><p>When combined with Occidental&#39;s 2.1% allocation, Buffett has now bet 9.8% of Berkshire&#39;s public equity portfolio on these two oil and gas producers. That&#39;s more than double the relative allocation to energy in the <b>S&amp;P 500</b>, at just 3.86%.</p><p><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F677171%2Fbuffett.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"467\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Image source: Getty Images.</p><h2>Ukraine and the &#34;casino&#34; of Wall Street enabled the purchase</h2><p>Buffett has been somewhat bullish on the oil and gas sector over the past two years, purchasing its initial Chevron stake in late 2020 and acquiring the natural gas assets from <b>Dominion Energy</b> (D -2.66%) in mid-2020. These followed a preferred-stock investment in Occidental in 2019, which helped fund the company&#39;s acquisition of Anadarko.</p><p>Buffett probably liked the prices at which he could buy these assets. Investors focused on environmental, social, and governance (ESG) issues eschew traditional energy stocks, and exploration and production companies have limited their investments over the past decade of low energy prices. So the traditional energy sector had likely become the type of value investment Buffett seeks.</p><p>Given the aggressive pace of the purchases, it appears Russia&#39;s invasion of Ukraine stimulated Buffett&#39;s decision to act big and act quickly. Berkshire normally can&#39;t buy that much stock that quickly even if it wanted to, because it buys stock in such large size.</p><p>However, Buffett lamented the more &#34;casino-like&#34; nature of modern markets that enabled Berkshire to buy such a big stake so quickly. Since a large chunk of Occidental is locked up in index funds, Buffett was even more surprised he could buy so much of the company in such a short time. While it was good for Berkshire, Buffett lamented the fact that the purchase was even possible. Speaking to CNBC at Berkshire&#39;s annual shareholders meeting on Saturday, he said:</p><blockquote>That&#39;s not investment. You&#39;re not buying from [investors]. I find it just incredible. You couldn&#39;t do that with Berkshire. ... Overwhelmingly, large companies in America, they became poker chips. ... That enabled us, in a two-week period, to buy 14% of a business that&#39;s been around for decades. ... Imagine trying to [buy] 14% of the farms in this country, 14% of the apartment houses, 14% of the auto dealerships, or just anything, when already 40% were locked up some other place. It defies anything Charlie and I have seen, and we&#39;ve seen a lot.</blockquote><h2>Is the oil trading over, or just getting started?</h2><p>Some might think Berkshire may be buying oil stocks near the top of the energy market. After all, oil prices have doubled since the beginning of 2021, and Buffett was buying on the way up. Moreover, there are now widespread fears about a recession later this year or next year, which could hurt oil demand. The U.S. rig count is also rising, which should bring supply on line later this year, and the government is even releasing 1 million barrels of oil per day for the next six months from the Strategic Petroleum Reserve.</p><p>On the other hand, Europe is now contemplating a quicker-than-expected embargo of Russian oil due to its atrocities in Ukraine. Moreover, the COVID-19 lockdowns in China could lift in the near future, at about the same time as the summer highway-travel season in the U.S. So there is also a case to be made that oil could be in for further gains (or at least stability at these high levels) for the foreseeable future.</p><p>In any case, Buffett tends to take a longer-term view of these things. More likely, he sees a structural supply shortfall over the next decade, and sees the high dividends from oil companies as durable. As a justification for his initial preferred-stock financing of Occidental back in 2019, he admitted the financing was a bet on higher oil prices over the long term. Given an even more favorable setup today, that view likely hasn&#39;t changed.</p><p>Individual investors should make their own decisions about their allocation to traditional energy. However, the transition to clean energy won&#39;t happen overnight. As long as the world uses fossil fuels, there will be a need for traditional energy companies. Those without any exposure should take note of Buffett&#39;s recent bet.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Warren Buffett Just Made an Even Bigger Bet on Oil Prices</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWarren Buffett Just Made an Even Bigger Bet on Oil Prices\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-02 22:41 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/05/02/buffett-just-made-an-even-bigger-bet-on-oil-prices/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In the middle of the first quarter, Warren Buffett's company, Berkshire Hathaway, had to disclose it had made a large bet on Occidental Petroleum. That's because the giant Buffett conglomerate had ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/05/02/buffett-just-made-an-even-bigger-bet-on-oil-prices/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CVX":"雪佛龙","BRK.A":"伯克希尔","BRK.B":"伯克希尔B","OXY":"西方石油"},"source_url":"https://www.fool.com/investing/2022/05/02/buffett-just-made-an-even-bigger-bet-on-oil-prices/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2232712364","content_text":"In the middle of the first quarter, Warren Buffett's company, Berkshire Hathaway, had to disclose it had made a large bet on Occidental Petroleum. That's because the giant Buffett conglomerate had taken a stake that exceeded 10% of Occidental's stock, prompting a disclosure.That purchase in Occidental, which seemed like a leveraged bet on higher oil prices, appeared to indicate Buffett was bullish on oil prices following Russia's invasion of Ukraine. But it also could have been for factors specific to Occidental.It turns out that Buffett was making an even more massive bet on oil prices at the time, the full extent of which he didn't have to disclose until now.Chevron is now a top-three position for Berkshire, ahead of AmEx and CokeWhile Berkshire had to disclose its position in Occidental, it didn't have to do so for a huge increase in its position in Chevron (CVX -3.16%). Because Chevron is a much larger overall company, Berkshire was able to increase its share of the company from 2% at the end of the fourth quarter of 2021 to 8.9% by the end of the first quarter of 2022.Thanks to rising oil prices and Chevron's rising price, the stake has now overtaken famous longtime Buffett holdings American Express and Coca-Cola in terms of size. At today's prices, Chevron now makes up 7.7% of Berkshire's $353 billion portfolio, its third-largest position, behind Apple in first and Bank of America.When combined with Occidental's 2.1% allocation, Buffett has now bet 9.8% of Berkshire's public equity portfolio on these two oil and gas producers. That's more than double the relative allocation to energy in the S&P 500, at just 3.86%.Image source: Getty Images.Ukraine and the \"casino\" of Wall Street enabled the purchaseBuffett has been somewhat bullish on the oil and gas sector over the past two years, purchasing its initial Chevron stake in late 2020 and acquiring the natural gas assets from Dominion Energy (D -2.66%) in mid-2020. These followed a preferred-stock investment in Occidental in 2019, which helped fund the company's acquisition of Anadarko.Buffett probably liked the prices at which he could buy these assets. Investors focused on environmental, social, and governance (ESG) issues eschew traditional energy stocks, and exploration and production companies have limited their investments over the past decade of low energy prices. So the traditional energy sector had likely become the type of value investment Buffett seeks.Given the aggressive pace of the purchases, it appears Russia's invasion of Ukraine stimulated Buffett's decision to act big and act quickly. Berkshire normally can't buy that much stock that quickly even if it wanted to, because it buys stock in such large size.However, Buffett lamented the more \"casino-like\" nature of modern markets that enabled Berkshire to buy such a big stake so quickly. Since a large chunk of Occidental is locked up in index funds, Buffett was even more surprised he could buy so much of the company in such a short time. While it was good for Berkshire, Buffett lamented the fact that the purchase was even possible. Speaking to CNBC at Berkshire's annual shareholders meeting on Saturday, he said:That's not investment. You're not buying from [investors]. I find it just incredible. You couldn't do that with Berkshire. ... Overwhelmingly, large companies in America, they became poker chips. ... That enabled us, in a two-week period, to buy 14% of a business that's been around for decades. ... Imagine trying to [buy] 14% of the farms in this country, 14% of the apartment houses, 14% of the auto dealerships, or just anything, when already 40% were locked up some other place. It defies anything Charlie and I have seen, and we've seen a lot.Is the oil trading over, or just getting started?Some might think Berkshire may be buying oil stocks near the top of the energy market. After all, oil prices have doubled since the beginning of 2021, and Buffett was buying on the way up. Moreover, there are now widespread fears about a recession later this year or next year, which could hurt oil demand. The U.S. rig count is also rising, which should bring supply on line later this year, and the government is even releasing 1 million barrels of oil per day for the next six months from the Strategic Petroleum Reserve.On the other hand, Europe is now contemplating a quicker-than-expected embargo of Russian oil due to its atrocities in Ukraine. Moreover, the COVID-19 lockdowns in China could lift in the near future, at about the same time as the summer highway-travel season in the U.S. So there is also a case to be made that oil could be in for further gains (or at least stability at these high levels) for the foreseeable future.In any case, Buffett tends to take a longer-term view of these things. More likely, he sees a structural supply shortfall over the next decade, and sees the high dividends from oil companies as durable. As a justification for his initial preferred-stock financing of Occidental back in 2019, he admitted the financing was a bet on higher oil prices over the long term. Given an even more favorable setup today, that view likely hasn't changed.Individual investors should make their own decisions about their allocation to traditional energy. However, the transition to clean energy won't happen overnight. As long as the world uses fossil fuels, there will be a need for traditional energy companies. Those without any exposure should take note of Buffett's recent bet.","news_type":1},"isVote":1,"tweetType":1,"viewCount":131,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9083154037,"gmtCreate":1650082178545,"gmtModify":1676534644252,"author":{"id":"3579788727995257","authorId":"3579788727995257","name":"Westango","avatar":"https://static.tigerbbs.com/3a4b1fc2fb23b33fff900b71df70c49f","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3579788727995257","authorIdStr":"3579788727995257"},"themes":[],"htmlText":"Counter the bid by making the deal costly&nbsp;","listText":"Counter the bid by making the deal costly&nbsp;","text":"Counter the bid by making the deal costly","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9083154037","repostId":"2227638600","repostType":4,"repost":{"id":"2227638600","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":1650064990,"share":"https://ttm.financial/m/news/2227638600?lang=&edition=fundamental","pubTime":"2022-04-16 07:23","market":"us","language":"en","title":"Twitter Adopts \"Poison Pill\" to Fight Musk Takeover","url":"https://stock-news.laohu8.com/highlight/detail?id=2227638600","media":"Reuters","summary":"$Twitter$ Inc on Friday adopted a limited-duration shareholder rights plan to protect itself from billionaire entrepreneur Elon Musk's $43 billion cash takeover offer.Musk made the bid on Wednesday in a letter to the board of Twitter- the micro-blogging platform that has become a global means of communication for individuals and world leaders - and it was made public in a regulatory filing on Thursday.After his TED talk on Thursday, Musk hinted at the possibility of a hostile bid in which he wou","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/TWTR\">Twitter</a> Inc on Friday adopted a limited-duration shareholder rights plan to protect itself from billionaire entrepreneur Elon Musk&#39;s $43 billion cash takeover offer.</p><p>Musk made the bid on Wednesday in a letter to the board of Twitter- the micro-blogging platform that has become a global means of communication for individuals and world leaders - and it was made public in a regulatory filing on Thursday.</p><p>After his TED talk on Thursday, Musk hinted at the possibility of a hostile bid in which he would bypass Twitter&#39;s board and put the offer directly to its shareholders, tweeting: &#34;It would be utterly indefensible not to put this offer to a shareholder vote.&#34;</p><p>Under the plan, also known as a &#39;poison pill&#39; strategy to resist a bid from a potential acquirer, the rights will become exercisable if anyone acquires ownership of 15% or more of Twitter&#39;s outstanding common stock in a transaction not approved by the Board.</p><p>The rights plan will expire on April 14, 2023, Twitter said.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Twitter Adopts \"Poison Pill\" to Fight Musk Takeover</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\">\nTwitter Adopts \"Poison Pill\" to Fight Musk Takeover\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-04-16 07:23</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/TWTR\">Twitter</a> Inc on Friday adopted a limited-duration shareholder rights plan to protect itself from billionaire entrepreneur Elon Musk&#39;s $43 billion cash takeover offer.</p><p>Musk made the bid on Wednesday in a letter to the board of Twitter- the micro-blogging platform that has become a global means of communication for individuals and world leaders - and it was made public in a regulatory filing on Thursday.</p><p>After his TED talk on Thursday, Musk hinted at the possibility of a hostile bid in which he would bypass Twitter&#39;s board and put the offer directly to its shareholders, tweeting: &#34;It would be utterly indefensible not to put this offer to a shareholder vote.&#34;</p><p>Under the plan, also known as a &#39;poison pill&#39; strategy to resist a bid from a potential acquirer, the rights will become exercisable if anyone acquires ownership of 15% or more of Twitter&#39;s outstanding common stock in a transaction not approved by the Board.</p><p>The rights plan will expire on April 14, 2023, Twitter said.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4581":"高盛持仓","TWTR":"Twitter","BK4555":"新能源车","BK4550":"红杉资本持仓","TSLA":"特斯拉","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4099":"汽车制造商","BK4511":"特斯拉概念","BK4548":"巴美列捷福持仓","BK4574":"无人驾驶","BK4551":"寇图资本持仓","BK4527":"明星科技股","BK4534":"瑞士信贷持仓"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2227638600","content_text":"Twitter Inc on Friday adopted a limited-duration shareholder rights plan to protect itself from billionaire entrepreneur Elon Musk's $43 billion cash takeover offer.Musk made the bid on Wednesday in a letter to the board of Twitter- the micro-blogging platform that has become a global means of communication for individuals and world leaders - and it was made public in a regulatory filing on Thursday.After his TED talk on Thursday, Musk hinted at the possibility of a hostile bid in which he would bypass Twitter's board and put the offer directly to its shareholders, tweeting: \"It would be utterly indefensible not to put this offer to a shareholder vote.\"Under the plan, also known as a 'poison pill' strategy to resist a bid from a potential acquirer, the rights will become exercisable if anyone acquires ownership of 15% or more of Twitter's outstanding common stock in a transaction not approved by the Board.The rights plan will expire on April 14, 2023, Twitter said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":86,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9099401872,"gmtCreate":1643405428537,"gmtModify":1676533816219,"author":{"id":"3579788727995257","authorId":"3579788727995257","name":"Westango","avatar":"https://static.tigerbbs.com/3a4b1fc2fb23b33fff900b71df70c49f","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3579788727995257","authorIdStr":"3579788727995257"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9099401872","repostId":"1175743992","repostType":4,"repost":{"id":"1175743992","pubTimestamp":1643382994,"share":"https://ttm.financial/m/news/1175743992?lang=&edition=fundamental","pubTime":"2022-01-28 23:16","market":"us","language":"en","title":"7 Big Tech Stocks Likely to Outperform the Nasdaq in 2022","url":"https://stock-news.laohu8.com/highlight/detail?id=1175743992","media":"InvestorPlace","summary":"Tech stocks, including most big tech names, have been performing very badly in the first few weeks o","content":"<html><head></head><body><p>Tech stocks, including most big tech names, have been performing very badly in the first few weeks of this year. The <b>Nasdaq 100</b>, which is made up primarily of large tech companies, has tumbled 13% in 2022 so far.</p><p>But investors who follow a few principles when it comes to buying large tech stocks can easily outperform the <b>Nasdaq</b> and the Nasdaq 100, while making significant profits this year.</p><p>First of all, with the Street very bearish on unprofitable and high-valuation firms in this elevated inflation, rising interest rate environment, medium-term investors should only buy the shares of large tech companies that are firmly in the black. Secondly, with very few exceptions, they should avoid the shares of companies seen as pandemic plays.</p><p>Also importantly, tech stocks that are in the sectors viewed relatively optimistically by Wall Street should be emphasized. Among these are IT security, the cloud, semiconductors and fiber optics.</p><p>With this in mind, here are seven big tech stock likely to outperform the Nasdaq this year:</p><ul><li><b>IBM</b>(NYSE:<b><u>IBM</u></b>)</li><li><b>Microsoft</b>(NASDAQ:<b><u>MSFT</u></b>)</li><li><b>Palo Alto Networks</b>(NASDAQ:<b><u>PANW</u></b>)</li><li><b>Alphabet</b>(NASDAQ:<b><u>GOOG</u></b>, NASDAQ:<b><u>GOOGL</u></b>)</li><li><b>Taiwan Semiconductor</b>(NYSE:<b><u>TSM</u></b>)</li><li><b>PayPal</b>(NASDAQ:<b><u>PYPL</u></b>)</li><li><b>Ciena</b>(NYSE:<b><u>CIEN</u></b>)</li></ul><p>Tech Stocks to Beat the Nasdaq: IBM (IBM)</p><p>This “old tech” stock has all of the characteristics that I outlined in this column’s introduction. It’s definitely profitable, as analysts on average expect its 2022 earnings per shareto come in at nearly $10. And, trading at about 13 times that $10 estimate, it’s certainly cheap. Finally, IBM is heavily involved in the cloud.</p><p>More specifically,as I pointed out in a December 2021 column, IBM CEO Arvind Krishna has adopted a hybrid cloud strategy, which involves marketing the conglomerate’s “software tools that connect multiple public clouds to companies’ on-premise data centers and edge environments.” With many businesses very concerned about cloud outages, that should be a winning strategy this year.</p><p>Additionally, IBM’s spinoff of its less profitable businesses, completed in November, should greatly boost the valuation of IBM stock.</p><p>Finally, Krishna is widely viewed as doing a good job so far, and the company does not face significant regulatory headwinds.</p><p><b>Microsoft (MSFT)</b></p><p>The second-largest cloud infrastructure provider, Microsoft is very well-positioned to benefit from the technology’s growth his year. Specifically, well-respected research firm Gartner predicts that cloud spending will grow to $482 billion this year, versus $313 billion in 2020.</p><p>Indeed, with the work-from-home trend staying stronger than many had expected, the cloud is going to stay critical for the foreseeable future.</p><p>Microsoft has a reasonable valuation (after its recent pullback, MSFT stock is changing hands for less than 32 times analysts’ average 2022 earnings per share (EPS) estimate). Meanwhile, like IBM, it definitely is quite profitable, and it’s unlikely to face any difficult regulatory challenges in 2022.</p><p>Also like IBM, the company is poised to continue getting a lift from the work-from-home trend. Not only will Microsoft’s cloud unit be boosted by that trend, but its Windows business should continue to be lifted as more work-from-home employees upgrade their home computer hardware and software.</p><p><b>Tech Stocks to Beat the Nasdaq: Palo Alto Networks (PANW)</b></p><p>One of the world’s premiere cybersecurity companies, Palo Alto is often on “the short lists” of major IT security deals. And given the multiple huge cyberattacks that major companies and governments have absorbed in recent years, cybersecurity is becoming more crucial than ever. Also likely to increase cybersecurity companies’ top and bottom lines is the ever-accelerating Internet of Things trend, including the rise of connected cars.</p><p>Importantly, with the federal government continuing to rapidly increase its spending on cybersecurity initiatives, the company has a substantial federal IT security business. What’s more, as artificial intelligence is becoming much more important in the sector, Palo Alto is quickly increasing its utilization of the technology.</p><p>Analysts expect the IT security giant to generate EPS of $7.23 this year, up from $6.14 in 2021. PANW stock is changing hands for 67 times the mean 2022 EPS estimate. That sounds high, but it’s actually fairly low for the hot cybersecurity sector.</p><p><b>Alphabet (GOOG, GOOGL)</b></p><p>With its highly profitable search ad business that’s seemingly impervious to recession, the pandemic, the recovery from the pandemic, Apple’s (NASDAQ:<b><u>AAPL</u></b>) new privacy rules and inflation, Alphabet has become a FAANG favorite on the Street.</p><p>In Q3 2021, the company’s profit rose by a huge 66% year-over-year to an incredible $19 billion, while its ad revenue climbed 43% YoY.</p><p>Alphabet has been cutting its costs, and 2022 could be the year when its Waymo self-driving unit starts really putting its tremendous commercial potential on display. The unit intends to launch multiple pilots in Texas with its partner, logistics firm<b>JB Hunt</b>(NASDAQ:<b><u>JBHT</u></b>), this year.</p><p>JMP Securities analyst Andrew Boone told <i>The New York Times</i> that “it just appears that the company is immune to the impact” of government regulations. The company’s financial help for the Democratic Party will probably help it avoid any tough penalties from Washington.</p><p><b>Tech Stocks to Beat the Nasdaq: Taiwan Semiconductors (TSM)</b></p><p>Benefitting from the incredibly strong demand for chips, the company recently reported higher-than-expectedQ4 EPS, which represented an all-time high for Taiwan Semiconductor. In Q1, the chip giant expects its operating profit margin to come in at 42%-44%.</p><p>With the chip shortage still going strong and Taiwan Semiconductorinvesting heavily in expanding its capacity, the company should continue to benefit from incredibly strong demand for its products for a long time. That’s especially true since it makes top-notch chips for which there is exceptionally strong demand.</p><p>TSM stock is down 1.4% year to date and down 14.5% since Jan. 14, creating a very good entry point.</p><p>According to Marketwatch, the shares are trading at an undemanding price-earnings ratio of 29.</p><p><b>PayPal (PYPL)</b></p><p>PayPal is not in one of the sectors currently favored by Wall Street, and some see its sector, fintech, as a pandemic play.</p><p>Nonetheless, the company is the top name in the fintech space, which is still expected to grow at a very healthy compound annual growth rate of 24%from 2022 to 2027. As I pointed out in a previous column, PayPal has a tremendous first-mover advantage in the sector, with 400 million customers and “5 billion transactions plus a quarter.”</p><p>PayPal’s 2021 EPSis expected by analysts, on average, to be a robust $3.48, and its 2022 EPS is expected to climb to $3.97.</p><p>Considering all of these positive points, its forward price/earnings ratio of 33, based on analysts’ average 2022 revenue estimate, is a steal.</p><p><b>Tech Stocks to Beat the Nasdaq: Ciena (CIEN)</b></p><p>Benefiting from the rollout of 5G, CIEN stock is still up 21% over the past three months despite the tech pullback.</p><p>In a Jan. 11 note to investors, Bank of America wrote that“networking is back.” In the same note, the firm raised its price target on CIEN stock to $91 from $83.</p><p>In Ciena’s fiscal Q4 that ended in October, its revenue jumped 26% YoY to $1.04billion, and its EPS came in at 85 cents. And in very good news for the company’s shareholders, its board authorized $1 billion of stock repurchases. Impressively, its backlog reached $2.2 billion as of the end of October, up from $1 billion during the same period a year earlier.</p><p>Ciena’s CEO, Gary Smith, told<i>Barron’s</i>that it was benefiting from prolific orders by both telecom carriers and companies in the cloud sector.</p></body></html>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>7 Big Tech Stocks Likely to Outperform the Nasdaq in 2022</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n7 Big Tech Stocks Likely to Outperform the Nasdaq in 2022\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-28 23:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/01/7-big-tech-stocks-likely-to-outperform-the-nasdaq-in-2022/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tech stocks, including most big tech names, have been performing very badly in the first few weeks of this year. The Nasdaq 100, which is made up primarily of large tech companies, has tumbled 13% in ...</p>\n\n<a href=\"https://investorplace.com/2022/01/7-big-tech-stocks-likely-to-outperform-the-nasdaq-in-2022/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSM":"台积电","MSFT":"微软","CIEN":"Ciena科技","GOOG":"谷歌","PYPL":"PayPal","IBM":"IBM","PANW":"Palo Alto Networks"},"source_url":"https://investorplace.com/2022/01/7-big-tech-stocks-likely-to-outperform-the-nasdaq-in-2022/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175743992","content_text":"Tech stocks, including most big tech names, have been performing very badly in the first few weeks of this year. The Nasdaq 100, which is made up primarily of large tech companies, has tumbled 13% in 2022 so far.But investors who follow a few principles when it comes to buying large tech stocks can easily outperform the Nasdaq and the Nasdaq 100, while making significant profits this year.First of all, with the Street very bearish on unprofitable and high-valuation firms in this elevated inflation, rising interest rate environment, medium-term investors should only buy the shares of large tech companies that are firmly in the black. Secondly, with very few exceptions, they should avoid the shares of companies seen as pandemic plays.Also importantly, tech stocks that are in the sectors viewed relatively optimistically by Wall Street should be emphasized. Among these are IT security, the cloud, semiconductors and fiber optics.With this in mind, here are seven big tech stock likely to outperform the Nasdaq this year:IBM(NYSE:IBM)Microsoft(NASDAQ:MSFT)Palo Alto Networks(NASDAQ:PANW)Alphabet(NASDAQ:GOOG, NASDAQ:GOOGL)Taiwan Semiconductor(NYSE:TSM)PayPal(NASDAQ:PYPL)Ciena(NYSE:CIEN)Tech Stocks to Beat the Nasdaq: IBM (IBM)This “old tech” stock has all of the characteristics that I outlined in this column’s introduction. It’s definitely profitable, as analysts on average expect its 2022 earnings per shareto come in at nearly $10. And, trading at about 13 times that $10 estimate, it’s certainly cheap. Finally, IBM is heavily involved in the cloud.More specifically,as I pointed out in a December 2021 column, IBM CEO Arvind Krishna has adopted a hybrid cloud strategy, which involves marketing the conglomerate’s “software tools that connect multiple public clouds to companies’ on-premise data centers and edge environments.” With many businesses very concerned about cloud outages, that should be a winning strategy this year.Additionally, IBM’s spinoff of its less profitable businesses, completed in November, should greatly boost the valuation of IBM stock.Finally, Krishna is widely viewed as doing a good job so far, and the company does not face significant regulatory headwinds.Microsoft (MSFT)The second-largest cloud infrastructure provider, Microsoft is very well-positioned to benefit from the technology’s growth his year. Specifically, well-respected research firm Gartner predicts that cloud spending will grow to $482 billion this year, versus $313 billion in 2020.Indeed, with the work-from-home trend staying stronger than many had expected, the cloud is going to stay critical for the foreseeable future.Microsoft has a reasonable valuation (after its recent pullback, MSFT stock is changing hands for less than 32 times analysts’ average 2022 earnings per share (EPS) estimate). Meanwhile, like IBM, it definitely is quite profitable, and it’s unlikely to face any difficult regulatory challenges in 2022.Also like IBM, the company is poised to continue getting a lift from the work-from-home trend. Not only will Microsoft’s cloud unit be boosted by that trend, but its Windows business should continue to be lifted as more work-from-home employees upgrade their home computer hardware and software.Tech Stocks to Beat the Nasdaq: Palo Alto Networks (PANW)One of the world’s premiere cybersecurity companies, Palo Alto is often on “the short lists” of major IT security deals. And given the multiple huge cyberattacks that major companies and governments have absorbed in recent years, cybersecurity is becoming more crucial than ever. Also likely to increase cybersecurity companies’ top and bottom lines is the ever-accelerating Internet of Things trend, including the rise of connected cars.Importantly, with the federal government continuing to rapidly increase its spending on cybersecurity initiatives, the company has a substantial federal IT security business. What’s more, as artificial intelligence is becoming much more important in the sector, Palo Alto is quickly increasing its utilization of the technology.Analysts expect the IT security giant to generate EPS of $7.23 this year, up from $6.14 in 2021. PANW stock is changing hands for 67 times the mean 2022 EPS estimate. That sounds high, but it’s actually fairly low for the hot cybersecurity sector.Alphabet (GOOG, GOOGL)With its highly profitable search ad business that’s seemingly impervious to recession, the pandemic, the recovery from the pandemic, Apple’s (NASDAQ:AAPL) new privacy rules and inflation, Alphabet has become a FAANG favorite on the Street.In Q3 2021, the company’s profit rose by a huge 66% year-over-year to an incredible $19 billion, while its ad revenue climbed 43% YoY.Alphabet has been cutting its costs, and 2022 could be the year when its Waymo self-driving unit starts really putting its tremendous commercial potential on display. The unit intends to launch multiple pilots in Texas with its partner, logistics firmJB Hunt(NASDAQ:JBHT), this year.JMP Securities analyst Andrew Boone told The New York Times that “it just appears that the company is immune to the impact” of government regulations. The company’s financial help for the Democratic Party will probably help it avoid any tough penalties from Washington.Tech Stocks to Beat the Nasdaq: Taiwan Semiconductors (TSM)Benefitting from the incredibly strong demand for chips, the company recently reported higher-than-expectedQ4 EPS, which represented an all-time high for Taiwan Semiconductor. In Q1, the chip giant expects its operating profit margin to come in at 42%-44%.With the chip shortage still going strong and Taiwan Semiconductorinvesting heavily in expanding its capacity, the company should continue to benefit from incredibly strong demand for its products for a long time. That’s especially true since it makes top-notch chips for which there is exceptionally strong demand.TSM stock is down 1.4% year to date and down 14.5% since Jan. 14, creating a very good entry point.According to Marketwatch, the shares are trading at an undemanding price-earnings ratio of 29.PayPal (PYPL)PayPal is not in one of the sectors currently favored by Wall Street, and some see its sector, fintech, as a pandemic play.Nonetheless, the company is the top name in the fintech space, which is still expected to grow at a very healthy compound annual growth rate of 24%from 2022 to 2027. As I pointed out in a previous column, PayPal has a tremendous first-mover advantage in the sector, with 400 million customers and “5 billion transactions plus a quarter.”PayPal’s 2021 EPSis expected by analysts, on average, to be a robust $3.48, and its 2022 EPS is expected to climb to $3.97.Considering all of these positive points, its forward price/earnings ratio of 33, based on analysts’ average 2022 revenue estimate, is a steal.Tech Stocks to Beat the Nasdaq: Ciena (CIEN)Benefiting from the rollout of 5G, CIEN stock is still up 21% over the past three months despite the tech pullback.In a Jan. 11 note to investors, Bank of America wrote that“networking is back.” In the same note, the firm raised its price target on CIEN stock to $91 from $83.In Ciena’s fiscal Q4 that ended in October, its revenue jumped 26% YoY to $1.04billion, and its EPS came in at 85 cents. And in very good news for the company’s shareholders, its board authorized $1 billion of stock repurchases. Impressively, its backlog reached $2.2 billion as of the end of October, up from $1 billion during the same period a year earlier.Ciena’s CEO, Gary Smith, toldBarron’sthat it was benefiting from prolific orders by both telecom carriers and companies in the cloud sector.","news_type":1},"isVote":1,"tweetType":1,"viewCount":3,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9089968093,"gmtCreate":1649945403455,"gmtModify":1676534612764,"author":{"id":"3579788727995257","authorId":"3579788727995257","name":"Westango","avatar":"https://static.tigerbbs.com/3a4b1fc2fb23b33fff900b71df70c49f","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3579788727995257","authorIdStr":"3579788727995257"},"themes":[],"htmlText":"Like&nbsp;","listText":"Like&nbsp;","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9089968093","repostId":"1114823299","repostType":4,"repost":{"id":"1114823299","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":1649944861,"share":"https://ttm.financial/m/news/1114823299?lang=&edition=fundamental","pubTime":"2022-04-14 22:01","market":"us","language":"en","title":"UnitedHealth Stock Jumped After Better-Than-Expected Quarterly Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=1114823299","media":"Tiger Newspress","summary":"UnitedHealth Group Inc on Thursday reported better-than-expected quarterly earnings, helped by a jum","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/UNH\">UnitedHealth Group Inc</a> on Thursday reported better-than-expected quarterly earnings, helped by a jump in revenue at its Optum healthcare services unit, prompting the company to raise its profit forecast for the year. Shares of UnitedHealth jumped 1.58% in morning trading.</p><p><img src=\"https://static.tigerbbs.com/5be871959042d78676414a1d2e32657d\" tg-width=\"888\" tg-height=\"669\" width=\"100%\" height=\"auto\"/></p><p>The Optum business, which manages drug benefits and offers healthcare data analytics services, has helped withstand fluctuating medical costs during the pandemic at the company&#39;s health insurance business.</p><p>Revenue from Optum rose 18.9% to $43.26 billion in the quarter ended March 31, while the health insurance business brought in revenue of $62.6 billion, an increase of 13.6%.</p><p>The largest U.S. health insurer&#39;s medical care ratio rose to 82% for the first quarter, compared with 80.9% a year earlier due to COVID-19 effects. The ratio refers to the percentage of premiums paid out for medical services.</p><p>However, the number was still below analysts&#39; estimates of 82.29%, according to Refinitiv IBES data.</p><p>UnitedHealth said it now expects an adjusted profit of between $21.20 and $21.70 per share in 2022, compared with its prior forecast of $21.10 to $21.60 per share.</p><p>On an adjusted basis, the company earned $5.49 per share in the first quarter, beating estimates of $5.38 per share.</p><p>UnitedHealth&#39;s shares were up 0.5% at $539.80 in premarket trading.</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>UnitedHealth Stock Jumped After Better-Than-Expected Quarterly 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\">\nUnitedHealth Stock Jumped After Better-Than-Expected Quarterly Earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-04-14 22:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/UNH\">UnitedHealth Group Inc</a> on Thursday reported better-than-expected quarterly earnings, helped by a jump in revenue at its Optum healthcare services unit, prompting the company to raise its profit forecast for the year. Shares of UnitedHealth jumped 1.58% in morning trading.</p><p><img src=\"https://static.tigerbbs.com/5be871959042d78676414a1d2e32657d\" tg-width=\"888\" tg-height=\"669\" width=\"100%\" height=\"auto\"/></p><p>The Optum business, which manages drug benefits and offers healthcare data analytics services, has helped withstand fluctuating medical costs during the pandemic at the company&#39;s health insurance business.</p><p>Revenue from Optum rose 18.9% to $43.26 billion in the quarter ended March 31, while the health insurance business brought in revenue of $62.6 billion, an increase of 13.6%.</p><p>The largest U.S. health insurer&#39;s medical care ratio rose to 82% for the first quarter, compared with 80.9% a year earlier due to COVID-19 effects. The ratio refers to the percentage of premiums paid out for medical services.</p><p>However, the number was still below analysts&#39; estimates of 82.29%, according to Refinitiv IBES data.</p><p>UnitedHealth said it now expects an adjusted profit of between $21.20 and $21.70 per share in 2022, compared with its prior forecast of $21.10 to $21.60 per share.</p><p>On an adjusted basis, the company earned $5.49 per share in the first quarter, beating estimates of $5.38 per share.</p><p>UnitedHealth&#39;s shares were up 0.5% at $539.80 in premarket trading.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"UNH":"联合健康"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114823299","content_text":"UnitedHealth Group Inc on Thursday reported better-than-expected quarterly earnings, helped by a jump in revenue at its Optum healthcare services unit, prompting the company to raise its profit forecast for the year. Shares of UnitedHealth jumped 1.58% in morning trading.The Optum business, which manages drug benefits and offers healthcare data analytics services, has helped withstand fluctuating medical costs during the pandemic at the company's health insurance business.Revenue from Optum rose 18.9% to $43.26 billion in the quarter ended March 31, while the health insurance business brought in revenue of $62.6 billion, an increase of 13.6%.The largest U.S. health insurer's medical care ratio rose to 82% for the first quarter, compared with 80.9% a year earlier due to COVID-19 effects. The ratio refers to the percentage of premiums paid out for medical services.However, the number was still below analysts' estimates of 82.29%, according to Refinitiv IBES data.UnitedHealth said it now expects an adjusted profit of between $21.20 and $21.70 per share in 2022, compared with its prior forecast of $21.10 to $21.60 per share.On an adjusted basis, the company earned $5.49 per share in the first quarter, beating estimates of $5.38 per share.UnitedHealth's shares were up 0.5% at $539.80 in premarket trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":106,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9091373573,"gmtCreate":1643789232401,"gmtModify":1676533856592,"author":{"id":"3579788727995257","authorId":"3579788727995257","name":"Westango","avatar":"https://static.tigerbbs.com/3a4b1fc2fb23b33fff900b71df70c49f","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3579788727995257","authorIdStr":"3579788727995257"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9091373573","repostId":"2208357849","repostType":4,"repost":{"id":"2208357849","pubTimestamp":1643784220,"share":"https://ttm.financial/m/news/2208357849?lang=&edition=fundamental","pubTime":"2022-02-02 14:43","market":"us","language":"en","title":"Sony Raises Forecast After Profit Beats on Spider-Man Boost","url":"https://stock-news.laohu8.com/highlight/detail?id=2208357849","media":"Bloomberg","summary":"(Bloomberg) -- Sony Group Corp. reported strong third-quarter earnings and raised its fiscal-year fo","content":"<html><head></head><body><p>(Bloomberg) -- Sony Group Corp. reported strong third-quarter earnings and raised its fiscal-year forecast on Wednesday, propelled by a hit Spider-Man movie and sales of image sensors used in Apple Inc.’s iPhones.</p><p>The Japanese electronics and entertainment group reported operating profit of 465.2 billion yen ($4 billion), surpassing average analyst estimates of 342.1 billion yen. The strong figures led Sony to upgrade its operating profit forecast for the year ending March to 1.2 trillion yen, up from the previous 1.04 trillion yen.</p><p>One sour note for the company was its key PlayStation 5 business, where Sony said it now expects to sell fewer units this fiscal year due to the ongoing chip shortage. The company revised its full-year outlook down to 11.5 million units from the previous 14.8 million and also reduced its sales forecast for the gaming division to 2.73 trillion yen from 2.9 trillion yen in October.</p><p>Sony Trims PlayStation 5 Assembly Plans After Chip Shortages Hit</p><p>“Spider-Man: No Way Home” starring Tom Holland became the biggest-selling film of 2021 after its December release, and it continues to perform well this year despite the spread of the Omicron variant of Covid-19. Sony said last week that the superhero movie was the sixth-highest grossing film in history with more than $1.7 billion at the global box office. Venom: Let There Be Carnage was another strong performer for the division, bringing in $500 million in global sales in the quarter.</p><p>Sony’s image sensor business also helped push up the bottom line, as it provides image sensors for Apple’s iPhones. The Cupertino, California-based company posted record quarterly results due in part to strong hardware sales.</p><p>‘Spider-Man’ in 6th Week Retakes Box-Office Title From ‘Scream’</p><p>Still, investor concern about Sony’s PlayStation division persists. Microsoft Corp.’s plan to acquire Call of Duty publisher Activision Blizzard Inc. for $69 billion also sparked a selloff that took $20 billion off Sony’s market value in a single day in January.</p><p>Sony responded this week with its own acquisition announcement, a $3.6 billion deal for Bungie Inc., the U.S. video game developer behind the popular Destiny and Halo franchises. The disparity in value between the two deals illustrates the relative spending power of each company to boost its software portfolio.</p><p>The Xbox maker has committed to existing agreements to keep Activision games on the PlayStation, but the long-term threat to Sony’s business is significant. Microsoft will eventually reduce the cut it takes from software sales on the Xbox, compelling Sony to do the same, according to <a href=\"https://laohu8.com/S/MQG.AU\">Macquarie</a> Capital Securities analyst Damian Thong. “The sell-side consensus underestimates risks in Sony’s game unit,” he wrote in a letter to clients. Amir Anvarzadeh of Asymmetric Advisors also warned that the fight over reducing fees taken by Apple and Google on mobile platforms will add pressure to Sony’s business model.</p><p>The company sold 3.9 million PS5s in the quarter ended December, down from 4.5 million in the same period a year earlier, citing semiconductor shortages.</p><p>The chronic shortage of PlayStation 5 hardware continues to weigh on Sony’s game operations. Component companies such as TDK Corp. have warned chip shortages and supply-chain uncertainty will continue this year, challenging console makers. Mat Piscatella, an analyst at NPD Group, said he expects Nintendo Co.’s Switch to remain the best-selling hardware platform in unit terms throughout 2022.</p></body></html>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Sony Raises Forecast After Profit Beats on Spider-Man Boost</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\">\nSony Raises Forecast After Profit Beats on Spider-Man Boost\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-02 14:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/sony-raises-forecast-profit-beats-064340103.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Bloomberg) -- Sony Group Corp. reported strong third-quarter earnings and raised its fiscal-year forecast on Wednesday, propelled by a hit Spider-Man movie and sales of image sensors used in Apple ...</p>\n\n<a href=\"https://finance.yahoo.com/news/sony-raises-forecast-profit-beats-064340103.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SONY":"索尼"},"source_url":"https://finance.yahoo.com/news/sony-raises-forecast-profit-beats-064340103.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2208357849","content_text":"(Bloomberg) -- Sony Group Corp. reported strong third-quarter earnings and raised its fiscal-year forecast on Wednesday, propelled by a hit Spider-Man movie and sales of image sensors used in Apple Inc.’s iPhones.The Japanese electronics and entertainment group reported operating profit of 465.2 billion yen ($4 billion), surpassing average analyst estimates of 342.1 billion yen. The strong figures led Sony to upgrade its operating profit forecast for the year ending March to 1.2 trillion yen, up from the previous 1.04 trillion yen.One sour note for the company was its key PlayStation 5 business, where Sony said it now expects to sell fewer units this fiscal year due to the ongoing chip shortage. The company revised its full-year outlook down to 11.5 million units from the previous 14.8 million and also reduced its sales forecast for the gaming division to 2.73 trillion yen from 2.9 trillion yen in October.Sony Trims PlayStation 5 Assembly Plans After Chip Shortages Hit“Spider-Man: No Way Home” starring Tom Holland became the biggest-selling film of 2021 after its December release, and it continues to perform well this year despite the spread of the Omicron variant of Covid-19. Sony said last week that the superhero movie was the sixth-highest grossing film in history with more than $1.7 billion at the global box office. Venom: Let There Be Carnage was another strong performer for the division, bringing in $500 million in global sales in the quarter.Sony’s image sensor business also helped push up the bottom line, as it provides image sensors for Apple’s iPhones. The Cupertino, California-based company posted record quarterly results due in part to strong hardware sales.‘Spider-Man’ in 6th Week Retakes Box-Office Title From ‘Scream’Still, investor concern about Sony’s PlayStation division persists. Microsoft Corp.’s plan to acquire Call of Duty publisher Activision Blizzard Inc. for $69 billion also sparked a selloff that took $20 billion off Sony’s market value in a single day in January.Sony responded this week with its own acquisition announcement, a $3.6 billion deal for Bungie Inc., the U.S. video game developer behind the popular Destiny and Halo franchises. The disparity in value between the two deals illustrates the relative spending power of each company to boost its software portfolio.The Xbox maker has committed to existing agreements to keep Activision games on the PlayStation, but the long-term threat to Sony’s business is significant. Microsoft will eventually reduce the cut it takes from software sales on the Xbox, compelling Sony to do the same, according to Macquarie Capital Securities analyst Damian Thong. “The sell-side consensus underestimates risks in Sony’s game unit,” he wrote in a letter to clients. Amir Anvarzadeh of Asymmetric Advisors also warned that the fight over reducing fees taken by Apple and Google on mobile platforms will add pressure to Sony’s business model.The company sold 3.9 million PS5s in the quarter ended December, down from 4.5 million in the same period a year earlier, citing semiconductor shortages.The chronic shortage of PlayStation 5 hardware continues to weigh on Sony’s game operations. Component companies such as TDK Corp. have warned chip shortages and supply-chain uncertainty will continue this year, challenging console makers. Mat Piscatella, an analyst at NPD Group, said he expects Nintendo Co.’s Switch to remain the best-selling hardware platform in unit terms throughout 2022.","news_type":1},"isVote":1,"tweetType":1,"viewCount":23,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9099138189,"gmtCreate":1643317418708,"gmtModify":1676533802122,"author":{"id":"3579788727995257","authorId":"3579788727995257","name":"Westango","avatar":"https://static.tigerbbs.com/3a4b1fc2fb23b33fff900b71df70c49f","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3579788727995257","authorIdStr":"3579788727995257"},"themes":[],"htmlText":"Like it","listText":"Like it","text":"Like it","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9099138189","repostId":"2206838860","repostType":4,"repost":{"id":"2206838860","pubTimestamp":1643296934,"share":"https://ttm.financial/m/news/2206838860?lang=&edition=fundamental","pubTime":"2022-01-27 23:22","market":"us","language":"en","title":"2 High-Risk Growth Stocks Down 68% to 84% That Could Soar","url":"https://stock-news.laohu8.com/highlight/detail?id=2206838860","media":"Motley Fool","summary":"Stellar returns might be on the horizon if these two companies can turn around investor sentiment.","content":"<html><head></head><body><p>Just to be clear upfront: Any company that loses 68% of its value (or more) comes with inherent risks, so investors should be cautious. But the broader tech market sell-off since November 2021 has been brutal to many high-growth stocks, and some now present an attractive risk-reward proposition.</p><p>Two stocks in particular are changing the face of their respective industries through innovation. It&#39;s an ambitious undertaking, and success is rarely without bumps in the road. But if they can turn around the sentiment regarding the true value of their stock, they could supercharge your portfolio over the long term.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/131ac12e358c488f6e2cb8dd5d33bf85\" tg-width=\"700\" tg-height=\"467\" referrerpolicy=\"no-referrer\"/><span>Image source: Getty Images.</span></p><h2>1. Latch: Down 68%</h2><p>The security industry for new buildings probably isn&#39;t the first place you&#39;d look for a transformative tech stock. But <b>Latch </b>(NASDAQ:LTCH) is delivering innovative solutions that are changing the way high-rise builders think about guest management and access. Latch has become so popular, in fact, that 3 out of every 10 new apartments in the U.S. feature its security products.</p><p>The company&#39;s Smart Access technology allows users to unlock their doors using the Latch App, a key code, or even their <b>Apple </b>Watch. It offers multiple hardware configurations to serve new construction or to retrofit existing buildings. And the Latch Intercom allows new-age guest and delivery management, giving the users power to grant access to a visitor or a courier even if they&#39;re not home.</p><p>But unlike many security providers, which install systems and then move on, Latch is also a software-as-a-service company. Once its Intercom and Smart Home systems are implemented, it charges each landlord a subscription fee, creating a recurring revenue stream. As of the recent third quarter of 2021, it had booked $59.8 million of annual recurring revenue, a growing portion of its expected $360 million in total bookings for 2021.</p><p>Buildings take time to complete, and since Latch often makes deals with builders before projects begin construction, it reports bookings that are expected to eventually convert into revenue when finished. Once Latch officially reports its fourth-quarter 2021 results, the company expects it will have generated up to $42 million in revenue for the full year. In 2022, analysts expect that figure to soar 252% to $148 million, the natural result of a bookings backlog that is quickly being realized.</p><p>Latch is not a profitable company just yet, but its revenue growth over the next few years could pave the way to positive earnings per share. Its stock has traded in the public markets for less than a year, and while it offers promise, investors should make this bet a long-term <a href=\"https://laohu8.com/S/AONE.U\">one</a>.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e725d3398d00ef3ae8c0997de73f5ab2\" tg-width=\"700\" tg-height=\"467\" referrerpolicy=\"no-referrer\"/><span>Image source: Getty Images.</span></p><h2>2. Lemonade: Down 84%</h2><p>Artificial intelligence (AI) is allowing companies to rapidly deliver products and solutions that used to require hours of human input. In this case, <b>Lemonade </b>(NYSE:LMND) is leveraging the advanced technology to sell insurance. It offers five different types including car insurance, a segment it only recently entered.</p><p>Lemonade&#39;s goal is to make the customer experience more pleasant, and its AI-powered bot, Maya, does this by delivering a quote in less than 90 seconds. There&#39;s no need for frustrating, lengthy phone calls or clunky online questionnaires. Filing a claim is quick, too, with processing times as short as three minutes. This is particularly appealing to younger buyers, with the majority of Lemonade&#39;s customers being under age 34.</p><p>When Lemonade developed its homeowners, renters, pet, and life insurance, its strategy was to allow its AI model to learn over time. The more data it ingests, the more accurate it becomes, and therefore reaching optimal performance can be a slow process. When it pivoted to car insurance, which is its largest market yet, it decided to bolt on an acquisition to speed up the process.</p><p>In November 2021, Lemonade acquired <b>Metromile </b>(NASDAQ:MILE), which also uses AI for insurance purposes. At the time, Metromile had collected over 3 billion miles&#39; worth of data and had a decade-long head start over Lemonade in car insurance. Additionally, Metromile brought its 49 state licenses to the deal, which is incredibly valuable to Lemonade as a new entrant to the market.</p><p>Lemonade already has 1.36 million customers, but car insurance could transform its business by helping it snatch market share from much larger industry players. In 2020, the company generated $94 million in revenue, but in 2022 analysts expect that figure to soar to $219 million. That&#39;s a 132% increase in just two years or a 52% compound annual growth rate.</p><p>And it could get even better. The U.S. car insurance market is estimated to be worth $316 billion in 2022, so while Lemonade&#39;s stock is down 84% from its all-time high of $182, it has an enormous addressable market to grow into. That makes it an exciting long-term bet for investors who are open to some risk.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2 High-Risk Growth Stocks Down 68% to 84% That Could Soar</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2 High-Risk Growth Stocks Down 68% to 84% That Could Soar\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-27 23:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/01/26/2-growth-stocks-down-68-to-84-that-could-soar/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Just to be clear upfront: Any company that loses 68% of its value (or more) comes with inherent risks, so investors should be cautious. But the broader tech market sell-off since November 2021 has ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/26/2-growth-stocks-down-68-to-84-that-could-soar/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4551":"寇图资本持仓","AI":"C3.ai, Inc.","BK4548":"巴美列捷福持仓","BK4535":"淡马锡持仓","BK4543":"AI","LTCH":"Latch, Inc.","MILE":"Metromile, Inc","BK4107":"财产与意外伤害保险","BK4528":"SaaS概念","LMND":"Lemonade, Inc.","BK4023":"应用软件","BK4549":"软银资本持仓"},"source_url":"https://www.fool.com/investing/2022/01/26/2-growth-stocks-down-68-to-84-that-could-soar/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2206838860","content_text":"Just to be clear upfront: Any company that loses 68% of its value (or more) comes with inherent risks, so investors should be cautious. But the broader tech market sell-off since November 2021 has been brutal to many high-growth stocks, and some now present an attractive risk-reward proposition.Two stocks in particular are changing the face of their respective industries through innovation. It's an ambitious undertaking, and success is rarely without bumps in the road. But if they can turn around the sentiment regarding the true value of their stock, they could supercharge your portfolio over the long term.Image source: Getty Images.1. Latch: Down 68%The security industry for new buildings probably isn't the first place you'd look for a transformative tech stock. But Latch (NASDAQ:LTCH) is delivering innovative solutions that are changing the way high-rise builders think about guest management and access. Latch has become so popular, in fact, that 3 out of every 10 new apartments in the U.S. feature its security products.The company's Smart Access technology allows users to unlock their doors using the Latch App, a key code, or even their Apple Watch. It offers multiple hardware configurations to serve new construction or to retrofit existing buildings. And the Latch Intercom allows new-age guest and delivery management, giving the users power to grant access to a visitor or a courier even if they're not home.But unlike many security providers, which install systems and then move on, Latch is also a software-as-a-service company. Once its Intercom and Smart Home systems are implemented, it charges each landlord a subscription fee, creating a recurring revenue stream. As of the recent third quarter of 2021, it had booked $59.8 million of annual recurring revenue, a growing portion of its expected $360 million in total bookings for 2021.Buildings take time to complete, and since Latch often makes deals with builders before projects begin construction, it reports bookings that are expected to eventually convert into revenue when finished. Once Latch officially reports its fourth-quarter 2021 results, the company expects it will have generated up to $42 million in revenue for the full year. In 2022, analysts expect that figure to soar 252% to $148 million, the natural result of a bookings backlog that is quickly being realized.Latch is not a profitable company just yet, but its revenue growth over the next few years could pave the way to positive earnings per share. Its stock has traded in the public markets for less than a year, and while it offers promise, investors should make this bet a long-term one.Image source: Getty Images.2. Lemonade: Down 84%Artificial intelligence (AI) is allowing companies to rapidly deliver products and solutions that used to require hours of human input. In this case, Lemonade (NYSE:LMND) is leveraging the advanced technology to sell insurance. It offers five different types including car insurance, a segment it only recently entered.Lemonade's goal is to make the customer experience more pleasant, and its AI-powered bot, Maya, does this by delivering a quote in less than 90 seconds. There's no need for frustrating, lengthy phone calls or clunky online questionnaires. Filing a claim is quick, too, with processing times as short as three minutes. This is particularly appealing to younger buyers, with the majority of Lemonade's customers being under age 34.When Lemonade developed its homeowners, renters, pet, and life insurance, its strategy was to allow its AI model to learn over time. The more data it ingests, the more accurate it becomes, and therefore reaching optimal performance can be a slow process. When it pivoted to car insurance, which is its largest market yet, it decided to bolt on an acquisition to speed up the process.In November 2021, Lemonade acquired Metromile (NASDAQ:MILE), which also uses AI for insurance purposes. At the time, Metromile had collected over 3 billion miles' worth of data and had a decade-long head start over Lemonade in car insurance. Additionally, Metromile brought its 49 state licenses to the deal, which is incredibly valuable to Lemonade as a new entrant to the market.Lemonade already has 1.36 million customers, but car insurance could transform its business by helping it snatch market share from much larger industry players. In 2020, the company generated $94 million in revenue, but in 2022 analysts expect that figure to soar to $219 million. That's a 132% increase in just two years or a 52% compound annual growth rate.And it could get even better. The U.S. car insurance market is estimated to be worth $316 billion in 2022, so while Lemonade's stock is down 84% from its all-time high of $182, it has an enormous addressable market to grow into. That makes it an exciting long-term bet for investors who are open to some risk.","news_type":1},"isVote":1,"tweetType":1,"viewCount":40,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9003680622,"gmtCreate":1640961426655,"gmtModify":1676533558793,"author":{"id":"3579788727995257","authorId":"3579788727995257","name":"Westango","avatar":"https://static.tigerbbs.com/3a4b1fc2fb23b33fff900b71df70c49f","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3579788727995257","authorIdStr":"3579788727995257"},"themes":[],"htmlText":"Apple","listText":"Apple","text":"Apple","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9003680622","repostId":"1158843518","repostType":2,"repost":{"id":"1158843518","pubTimestamp":1640960290,"share":"https://ttm.financial/m/news/1158843518?lang=&edition=fundamental","pubTime":"2021-12-31 22:18","market":"us","language":"en","title":"Apple Stays on Top for Phone Sales in China","url":"https://stock-news.laohu8.com/highlight/detail?id=1158843518","media":"The Wall Street Journal","summary":"Company had a 23.6% market share in November, according to market researcherApple’s sales in China g","content":"<html><head></head><body><p>Company had a 23.6% market share in November, according to market researcher</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c2ae3d1373202819cbc349670b90e680\" tg-width=\"1290\" tg-height=\"859\" referrerpolicy=\"no-referrer\"/><span>Apple’s sales in China grew 15.5% in November from a month earlier, market research data show.</span></p><p>Apple Inc secured the top spot for phone sales in China for a second straight month in November, according to market research data, driven by the success of the iPhone 13 series.</p><p>The Cupertino, Calif.-based company had a 23.6% market share in November, according to market research firm Counterpoint Research, after outperforming all other phone makers a month earlier for the first time since 2015.</p><p>Its nearest rival, Vivo, had a 17.8% market share in November, according to the data.</p><p>Apple’s move to keep prices of this year’s iPhone 13 series in line with iPhone 12 models has been a hit with Chinese consumers, who account for about a fifth of total iPhone sales.</p><p>Sales promotions during China’s Black Friday-like shopping season in November, known as “Singles Day,” helped major Chinese e-commerce platforms report record sales. Several new and old iPhone models made it into a daily sales top 10 ranking on one of China’s largest e-commerce platforms,JD.com Inc. on Nov. 11, when the Singles Day event kicked off.</p><p>Apple’s sales grew 15.5% in November from a month earlier, according to the Counterpoint data.</p><p>Apple is also benefiting from the troubles of its former biggest local rival in China for the high-end smartphone market, Huawei Technologies Co. Shipments and sales of Huawei’s premium phone models have plummeted since the company was hit by U.S. sanctions last year.</p><p>However, Apple’s top spot in China may be short-lived.</p><p>Counterpoint analyst Ethan Qi estimated December or January would be a turning point after Chinese iPhone owners finish upgrading their older devices. Mr. Qi said Apple may drop back behind domestic brands like Oppo, Vivo and Honor—a budget brand previously owned by Huawei—early in the new year.</p><p>Apple has kept prices on hold in China despite repeated warnings from Chief Executive Tim Cook of losses caused by supply constraints for semiconductors and other materials. In September, Mr. Cook said prices were set region by region based on a variety of things including costs, competition, local conditions and exchange rates.</p><p>Consumers in China are now seeing delivery estimates for the iPhone 13’s high-end models shortened to less than a week from about 20 days in early November. Some of China’s biggest e-commerce sites still limit each consumer to only two units for some popular models.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Stays on Top for Phone Sales in China</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Stays on Top for Phone Sales in China\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-31 22:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.wsj.com/articles/apple-stays-on-top-for-phone-sales-in-china-11640945397?mod=hp_lista_pos5><strong>The Wall Street Journal</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Company had a 23.6% market share in November, according to market researcherApple’s sales in China grew 15.5% in November from a month earlier, market research data show.Apple Inc secured the top spot...</p>\n\n<a href=\"https://www.wsj.com/articles/apple-stays-on-top-for-phone-sales-in-china-11640945397?mod=hp_lista_pos5\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.wsj.com/articles/apple-stays-on-top-for-phone-sales-in-china-11640945397?mod=hp_lista_pos5","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158843518","content_text":"Company had a 23.6% market share in November, according to market researcherApple’s sales in China grew 15.5% in November from a month earlier, market research data show.Apple Inc secured the top spot for phone sales in China for a second straight month in November, according to market research data, driven by the success of the iPhone 13 series.The Cupertino, Calif.-based company had a 23.6% market share in November, according to market research firm Counterpoint Research, after outperforming all other phone makers a month earlier for the first time since 2015.Its nearest rival, Vivo, had a 17.8% market share in November, according to the data.Apple’s move to keep prices of this year’s iPhone 13 series in line with iPhone 12 models has been a hit with Chinese consumers, who account for about a fifth of total iPhone sales.Sales promotions during China’s Black Friday-like shopping season in November, known as “Singles Day,” helped major Chinese e-commerce platforms report record sales. Several new and old iPhone models made it into a daily sales top 10 ranking on one of China’s largest e-commerce platforms,JD.com Inc. on Nov. 11, when the Singles Day event kicked off.Apple’s sales grew 15.5% in November from a month earlier, according to the Counterpoint data.Apple is also benefiting from the troubles of its former biggest local rival in China for the high-end smartphone market, Huawei Technologies Co. Shipments and sales of Huawei’s premium phone models have plummeted since the company was hit by U.S. sanctions last year.However, Apple’s top spot in China may be short-lived.Counterpoint analyst Ethan Qi estimated December or January would be a turning point after Chinese iPhone owners finish upgrading their older devices. Mr. Qi said Apple may drop back behind domestic brands like Oppo, Vivo and Honor—a budget brand previously owned by Huawei—early in the new year.Apple has kept prices on hold in China despite repeated warnings from Chief Executive Tim Cook of losses caused by supply constraints for semiconductors and other materials. In September, Mr. Cook said prices were set region by region based on a variety of things including costs, competition, local conditions and exchange rates.Consumers in China are now seeing delivery estimates for the iPhone 13’s high-end models shortened to less than a week from about 20 days in early November. Some of China’s biggest e-commerce sites still limit each consumer to only two units for some popular models.","news_type":1},"isVote":1,"tweetType":1,"viewCount":146,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9026257282,"gmtCreate":1653392756146,"gmtModify":1676535273038,"author":{"id":"3579788727995257","authorId":"3579788727995257","name":"Westango","avatar":"https://static.tigerbbs.com/3a4b1fc2fb23b33fff900b71df70c49f","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3579788727995257","authorIdStr":"3579788727995257"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$</a>aawaiting for good results. To the moon. Target 5 dollars","listText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$</a>aawaiting for good results. To the moon. Target 5 dollars","text":"$Tiger Brokers(TIGR)$aawaiting for good results. To the moon. Target 5 dollars","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9026257282","isVote":1,"tweetType":1,"viewCount":106,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9083154481,"gmtCreate":1650082232845,"gmtModify":1676534644351,"author":{"id":"3579788727995257","authorId":"3579788727995257","name":"Westango","avatar":"https://static.tigerbbs.com/3a4b1fc2fb23b33fff900b71df70c49f","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3579788727995257","authorIdStr":"3579788727995257"},"themes":[],"htmlText":"Good day to rest, too bad market not open","listText":"Good day to rest, too bad market not open","text":"Good day to rest, too bad market not open","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9083154481","repostId":"1133070824","repostType":4,"repost":{"id":"1133070824","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":1649399100,"share":"https://ttm.financial/m/news/1133070824?lang=&edition=fundamental","pubTime":"2022-04-08 14:25","market":"us","language":"en","title":"Reminder: Holiday Trading Hours during Good Friday and Easter","url":"https://stock-news.laohu8.com/highlight/detail?id=1133070824","media":"Tiger Newspress","summary":"U.S. stock markets will be closed Friday, April 15in observance of Good Friday.The New York Stock Exchange and the Nasdaq will resume normal trading hours on Monday.The Securities Industry and Financi","content":"<html><head></head><body><p>U.S. stock markets will be closed Friday, April 15 in observance of Good Friday.</p><p>The New York Stock Exchange and the Nasdaq will resume normal trading hours on Monday.</p><p>The Securities Industry and Financial Markets Association recommended the U.S. bond market close Friday. It also advised that the bond market shutter early on Thursday, April14 at 2 p.m. Eastern.</p><p>U.S. commodities markets including gold and oil futures also won&#39;t be open for trading Friday.</p><p>Singapore stock markets will also close on Good Friday.</p><p>Stock markets in Europe, Hong Kong and Australia will close on Good Friday and on Monday in observance of Easter.</p><p>A-shares (Northbound) will be closed to April 18 from April 14.</p><p><img src=\"https://static.tigerbbs.com/8d9bbb655e7216a0c27a0cb94e0d0875\" tg-width=\"1482\" tg-height=\"1328\" width=\"100%\" height=\"auto\"/></p><p>Good Friday commemorates the crucifixion of Jesus Christ. It isn’t a federal holiday, which means businesses often stay open. Good Friday is the only time U.S. markets close for the day outside of federal holidays.</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>Reminder: Holiday Trading Hours during Good Friday and Easter</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\">\nReminder: Holiday Trading Hours during Good Friday and Easter\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-04-08 14:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. stock markets will be closed Friday, April 15 in observance of Good Friday.</p><p>The New York Stock Exchange and the Nasdaq will resume normal trading hours on Monday.</p><p>The Securities Industry and Financial Markets Association recommended the U.S. bond market close Friday. It also advised that the bond market shutter early on Thursday, April14 at 2 p.m. Eastern.</p><p>U.S. commodities markets including gold and oil futures also won&#39;t be open for trading Friday.</p><p>Singapore stock markets will also close on Good Friday.</p><p>Stock markets in Europe, Hong Kong and Australia will close on Good Friday and on Monday in observance of Easter.</p><p>A-shares (Northbound) will be closed to April 18 from April 14.</p><p><img src=\"https://static.tigerbbs.com/8d9bbb655e7216a0c27a0cb94e0d0875\" tg-width=\"1482\" tg-height=\"1328\" width=\"100%\" height=\"auto\"/></p><p>Good Friday commemorates the crucifixion of Jesus Christ. It isn’t a federal holiday, which means businesses often stay open. Good Friday is the only time U.S. markets close for the day outside of federal holidays.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133070824","content_text":"U.S. stock markets will be closed Friday, April 15 in observance of Good Friday.The New York Stock Exchange and the Nasdaq will resume normal trading hours on Monday.The Securities Industry and Financial Markets Association recommended the U.S. bond market close Friday. It also advised that the bond market shutter early on Thursday, April14 at 2 p.m. Eastern.U.S. commodities markets including gold and oil futures also won't be open for trading Friday.Singapore stock markets will also close on Good Friday.Stock markets in Europe, Hong Kong and Australia will close on Good Friday and on Monday in observance of Easter.A-shares (Northbound) will be closed to April 18 from April 14.Good Friday commemorates the crucifixion of Jesus Christ. It isn’t a federal holiday, which means businesses often stay open. Good Friday is the only time U.S. markets close for the day outside of federal holidays.","news_type":1},"isVote":1,"tweetType":1,"viewCount":48,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9083154280,"gmtCreate":1650082224407,"gmtModify":1676534644351,"author":{"id":"3579788727995257","authorId":"3579788727995257","name":"Westango","avatar":"https://static.tigerbbs.com/3a4b1fc2fb23b33fff900b71df70c49f","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3579788727995257","authorIdStr":"3579788727995257"},"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/9083154280","repostId":"1133070824","repostType":4,"repost":{"id":"1133070824","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":1649399100,"share":"https://ttm.financial/m/news/1133070824?lang=&edition=fundamental","pubTime":"2022-04-08 14:25","market":"us","language":"en","title":"Reminder: Holiday Trading Hours during Good Friday and Easter","url":"https://stock-news.laohu8.com/highlight/detail?id=1133070824","media":"Tiger Newspress","summary":"U.S. stock markets will be closed Friday, April 15in observance of Good Friday.The New York Stock Exchange and the Nasdaq will resume normal trading hours on Monday.The Securities Industry and Financi","content":"<html><head></head><body><p>U.S. stock markets will be closed Friday, April 15 in observance of Good Friday.</p><p>The New York Stock Exchange and the Nasdaq will resume normal trading hours on Monday.</p><p>The Securities Industry and Financial Markets Association recommended the U.S. bond market close Friday. It also advised that the bond market shutter early on Thursday, April14 at 2 p.m. Eastern.</p><p>U.S. commodities markets including gold and oil futures also won&#39;t be open for trading Friday.</p><p>Singapore stock markets will also close on Good Friday.</p><p>Stock markets in Europe, Hong Kong and Australia will close on Good Friday and on Monday in observance of Easter.</p><p>A-shares (Northbound) will be closed to April 18 from April 14.</p><p><img src=\"https://static.tigerbbs.com/8d9bbb655e7216a0c27a0cb94e0d0875\" tg-width=\"1482\" tg-height=\"1328\" width=\"100%\" height=\"auto\"/></p><p>Good Friday commemorates the crucifixion of Jesus Christ. It isn’t a federal holiday, which means businesses often stay open. Good Friday is the only time U.S. markets close for the day outside of federal holidays.</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>Reminder: Holiday Trading Hours during Good Friday and Easter</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\">\nReminder: Holiday Trading Hours during Good Friday and Easter\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-04-08 14:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. stock markets will be closed Friday, April 15 in observance of Good Friday.</p><p>The New York Stock Exchange and the Nasdaq will resume normal trading hours on Monday.</p><p>The Securities Industry and Financial Markets Association recommended the U.S. bond market close Friday. It also advised that the bond market shutter early on Thursday, April14 at 2 p.m. Eastern.</p><p>U.S. commodities markets including gold and oil futures also won&#39;t be open for trading Friday.</p><p>Singapore stock markets will also close on Good Friday.</p><p>Stock markets in Europe, Hong Kong and Australia will close on Good Friday and on Monday in observance of Easter.</p><p>A-shares (Northbound) will be closed to April 18 from April 14.</p><p><img src=\"https://static.tigerbbs.com/8d9bbb655e7216a0c27a0cb94e0d0875\" tg-width=\"1482\" tg-height=\"1328\" width=\"100%\" height=\"auto\"/></p><p>Good Friday commemorates the crucifixion of Jesus Christ. It isn’t a federal holiday, which means businesses often stay open. Good Friday is the only time U.S. markets close for the day outside of federal holidays.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133070824","content_text":"U.S. stock markets will be closed Friday, April 15 in observance of Good Friday.The New York Stock Exchange and the Nasdaq will resume normal trading hours on Monday.The Securities Industry and Financial Markets Association recommended the U.S. bond market close Friday. It also advised that the bond market shutter early on Thursday, April14 at 2 p.m. Eastern.U.S. commodities markets including gold and oil futures also won't be open for trading Friday.Singapore stock markets will also close on Good Friday.Stock markets in Europe, Hong Kong and Australia will close on Good Friday and on Monday in observance of Easter.A-shares (Northbound) will be closed to April 18 from April 14.Good Friday commemorates the crucifixion of Jesus Christ. It isn’t a federal holiday, which means businesses often stay open. Good Friday is the only time U.S. markets close for the day outside of federal holidays.","news_type":1},"isVote":1,"tweetType":1,"viewCount":123,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9092725515,"gmtCreate":1644737550459,"gmtModify":1676533958143,"author":{"id":"3579788727995257","authorId":"3579788727995257","name":"Westango","avatar":"https://static.tigerbbs.com/3a4b1fc2fb23b33fff900b71df70c49f","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3579788727995257","authorIdStr":"3579788727995257"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9092725515","repostId":"2210409526","repostType":4,"repost":{"id":"2210409526","pubTimestamp":1644633920,"share":"https://ttm.financial/m/news/2210409526?lang=&edition=fundamental","pubTime":"2022-02-12 10:45","market":"us","language":"en","title":"China Approves Use of Pfizer's COVID Drug Paxlovid","url":"https://stock-news.laohu8.com/highlight/detail?id=2210409526","media":"Reuters","summary":"BEIJING, Feb 12 (Reuters) - China's medical products regulator said on Saturday it has given conditi","content":"<html><head></head><body><p>BEIJING, Feb 12 (Reuters) - China&#39;s medical products regulator said on Saturday it has given conditional approval for Pfizer&#39;s COVID-19 treatment Paxlovid, making it the first oral anti-coronavirus pill approved in the country to treat the disease.</p><p>The National Medical Products Administration said Paxlovid has obtained conditional approval to treat adults who have mild to moderate COVID-19 and high risk of progressing to a severe condition. Further study on the drug needed to be conducted and submitted to the authority, it said.</p><p>It is not immediately clear if China is already in talks with Pfizer to procure the pill. Pfizer did not reply to a Reuters request for comment. </p></body></html>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>China Approves Use of Pfizer's COVID Drug Paxlovid</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 Approves Use of Pfizer's COVID Drug Paxlovid\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-12 10:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/1-china-approves-pfizers-covid-024520927.html><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>BEIJING, Feb 12 (Reuters) - China's medical products regulator said on Saturday it has given conditional approval for Pfizer's COVID-19 treatment Paxlovid, making it the first oral anti-coronavirus ...</p>\n\n<a href=\"https://finance.yahoo.com/news/1-china-approves-pfizers-covid-024520927.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4007":"制药","BK4124":"机动车零配件与设备","PFE":"辉瑞","BK4534":"瑞士信贷持仓","BK4568":"美国抗疫概念","BK4550":"红杉资本持仓","BK4533":"AQR资本管理(全球第二大对冲基金)"},"source_url":"https://finance.yahoo.com/news/1-china-approves-pfizers-covid-024520927.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2210409526","content_text":"BEIJING, Feb 12 (Reuters) - China's medical products regulator said on Saturday it has given conditional approval for Pfizer's COVID-19 treatment Paxlovid, making it the first oral anti-coronavirus pill approved in the country to treat the disease.The National Medical Products Administration said Paxlovid has obtained conditional approval to treat adults who have mild to moderate COVID-19 and high risk of progressing to a severe condition. Further study on the drug needed to be conducted and submitted to the authority, it said.It is not immediately clear if China is already in talks with Pfizer to procure the pill. Pfizer did not reply to a Reuters request for comment.","news_type":1},"isVote":1,"tweetType":1,"viewCount":28,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9098596695,"gmtCreate":1644181292635,"gmtModify":1676533895845,"author":{"id":"3579788727995257","authorId":"3579788727995257","name":"Westango","avatar":"https://static.tigerbbs.com/3a4b1fc2fb23b33fff900b71df70c49f","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3579788727995257","authorIdStr":"3579788727995257"},"themes":[],"htmlText":"Likes","listText":"Likes","text":"Likes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9098596695","repostId":"1123525144","repostType":4,"repost":{"id":"1123525144","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1644126442,"share":"https://ttm.financial/m/news/1123525144?lang=&edition=fundamental","pubTime":"2022-02-06 13:47","market":"us","language":"en","title":"Top 10 Stock Market Moving Headlines From Last Week: Alphabet, Amazon, Meta, Snap, Spotify Earnings And More","url":"https://stock-news.laohu8.com/highlight/detail?id=1123525144","media":"Benzinga","summary":"Here are the top 10 stock market moving headlines of the past week.10. Alphabet Earnings And Stock S","content":"<html><head></head><body><p><b>Here are the top 10 stock market moving headlines of the past week.</b></p><p><b>10. Alphabet Earnings And Stock Split:</b>Technology giant <b>Alphabet Inc</b>(NASDAQ:GOOG)(NASDAQ:GOOGL) reported fourth quarter revenue of $75.3 billion, up 32% year-over-year. The company reported fourth quarter earnings per share of $30.69. Both totals came in ahead of street consensus estimates. Along with the earnings, the company announced a 20-for-1 stock split for all classes of shares that will happen in July 2022.</p><p><b>9. AMD Earnings: Advanced Micro Devices Inc</b>(NASDAQ:AMD) reported fourth quarter revenue of $4.8 billion Tuesday. The total came in ahead of the company’s guidance and the street estimate. The company’s computing and graphics segment saw revenue hit $2.6 billion, up 32% year-over-year. AMD expects fiscal 2022 revenue to hit $21.5 billion.</p><p><b>8. Facebook Earnings:</b>Now known as <b>Meta Platforms Inc</b>, the Facebook parent company saw its stock fall after reporting fourth quarter financial results Wednesday. The company reported fourth quarter revenue of $33.67 billion, which beat a street estimate of $33.38 billion. Meta reported 2.91 billion monthly active users for Facebook and daily active users of 1.93 billion. While daily active users rose 5% on a year-over-year basis, they came in lower than the previous quarter. A drop in DAU along with the company expecting a continued negative impact from iOS app changes by <b>Apple Inc</b> spooked investors.</p><p><b>7. Amazon Earnings:</b>Ecommerce giant <b>Amazon.com Inc</b> reported fourth quarter revenue of $137.4 billion on Thursday. The total was up 9% year-over-year and came in just shy of a street consensus estimate of $137.6 billion. The company’s Amazon Web Services segment had growth of 40% in the fourth quarter and is now recognized as a $71 billion segment based on an annual run rate. Amazon announced Thursday that it would raise the cost of its Amazon Prime membership, with costs going from $12.99 to $14.99 a month for monthly subscribers and going from $119 to $139 for annual subscribers. The updated prices will go into effect on Feb 18, 2022 for new members and beginning on Mar 25, 2022 for existing customers at the time of their next renewal.</p><p><b>6. Spotify Earnings:</b>Streaming platform <b>Spotify Technology</b> reported fourth quarter revenue of $2.69 billion Wednesday, a total that was up 24% year-over-year. The company saw monthly active users grow 18% year-over-year to 406 million. The company said it no longer plans to issue annual guidance for financials. Guidance was given for the first quarter with Spotify expecting to hit revenue of 2.6 billion Euros and 418 million monthly active users.</p><p><b>5. Snap Earnings: Snap Inc</b> saw shares soar after reporting fourth quarter revenue of $1.3 billion, beating a street estimate of $1.2 billion. The company reported a profit of 22 cents per share in the fourth quarter. Global daily active users were up 20% year-over-year to 319 million. This marked the fifth consecutive quarter of DAUs rising 20% or more on a year-over-year basis.</p><p><b>4. Ford Earnings:</b>Automotive giant <b>Ford Motor Company</b> reported fourth quarter revenue of $35.26 billion, which came in short of a street estimate of $35.52 billion. Earnings per share of 26 cents per share in the fourth quarter also came in shy of a street estimate of 45 cents per share. The company highlighted that it has over 275,000 orders for the Mustang Mach-E, F-150 Lightning and E-Transit commercial vehicles as it grows its electric vehicle offerings.</p><p><b>3. Marijuana Banking Bill:</b>The U.S. House of Representatives approved an amendment to an innovation and manufacturing bill that includes marijuana banking reform. The amendment was preliminarily approved on Wednesday and then approved by the House with a vote of 262-168. The Secure and Fair Enforcement Banking Act (SAFE) is the latest in a push to help support marijuana legalization.</p><p><b>2. Cryptocurrency Falls:</b>Major cryptocurrencies fell or traded flat for the week, with <b>Bitcoin</b> going below $40,000 before rallying late Friday. Yields of short-term U.S. government bonds have risen on fears of inflation and potential rate hikes from the Federal Reserve. Cryptocurrencies tend to trade with more volatility when inflation fears are continuing.</p><p><b>1. U.S. Adds 467,000 Jobs:</b>The Labor Department reported 467,000 jobs were added in the month of January. The total came in ahead of estimates of 150,000 jobs. Unemployment in the U.S. was reported at 4% with the labor participation rate of 62.2% unchanged from the last report. The leisure and hospitality industry had 151,000 jobs added in January.</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>Top 10 Stock Market Moving Headlines From Last Week: Alphabet, Amazon, Meta, Snap, Spotify Earnings And More</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\">\nTop 10 Stock Market Moving Headlines From Last Week: Alphabet, Amazon, Meta, Snap, Spotify Earnings And More\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2022-02-06 13:47</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><b>Here are the top 10 stock market moving headlines of the past week.</b></p><p><b>10. Alphabet Earnings And Stock Split:</b>Technology giant <b>Alphabet Inc</b>(NASDAQ:GOOG)(NASDAQ:GOOGL) reported fourth quarter revenue of $75.3 billion, up 32% year-over-year. The company reported fourth quarter earnings per share of $30.69. Both totals came in ahead of street consensus estimates. Along with the earnings, the company announced a 20-for-1 stock split for all classes of shares that will happen in July 2022.</p><p><b>9. AMD Earnings: Advanced Micro Devices Inc</b>(NASDAQ:AMD) reported fourth quarter revenue of $4.8 billion Tuesday. The total came in ahead of the company’s guidance and the street estimate. The company’s computing and graphics segment saw revenue hit $2.6 billion, up 32% year-over-year. AMD expects fiscal 2022 revenue to hit $21.5 billion.</p><p><b>8. Facebook Earnings:</b>Now known as <b>Meta Platforms Inc</b>, the Facebook parent company saw its stock fall after reporting fourth quarter financial results Wednesday. The company reported fourth quarter revenue of $33.67 billion, which beat a street estimate of $33.38 billion. Meta reported 2.91 billion monthly active users for Facebook and daily active users of 1.93 billion. While daily active users rose 5% on a year-over-year basis, they came in lower than the previous quarter. A drop in DAU along with the company expecting a continued negative impact from iOS app changes by <b>Apple Inc</b> spooked investors.</p><p><b>7. Amazon Earnings:</b>Ecommerce giant <b>Amazon.com Inc</b> reported fourth quarter revenue of $137.4 billion on Thursday. The total was up 9% year-over-year and came in just shy of a street consensus estimate of $137.6 billion. The company’s Amazon Web Services segment had growth of 40% in the fourth quarter and is now recognized as a $71 billion segment based on an annual run rate. Amazon announced Thursday that it would raise the cost of its Amazon Prime membership, with costs going from $12.99 to $14.99 a month for monthly subscribers and going from $119 to $139 for annual subscribers. The updated prices will go into effect on Feb 18, 2022 for new members and beginning on Mar 25, 2022 for existing customers at the time of their next renewal.</p><p><b>6. Spotify Earnings:</b>Streaming platform <b>Spotify Technology</b> reported fourth quarter revenue of $2.69 billion Wednesday, a total that was up 24% year-over-year. The company saw monthly active users grow 18% year-over-year to 406 million. The company said it no longer plans to issue annual guidance for financials. Guidance was given for the first quarter with Spotify expecting to hit revenue of 2.6 billion Euros and 418 million monthly active users.</p><p><b>5. Snap Earnings: Snap Inc</b> saw shares soar after reporting fourth quarter revenue of $1.3 billion, beating a street estimate of $1.2 billion. The company reported a profit of 22 cents per share in the fourth quarter. Global daily active users were up 20% year-over-year to 319 million. This marked the fifth consecutive quarter of DAUs rising 20% or more on a year-over-year basis.</p><p><b>4. Ford Earnings:</b>Automotive giant <b>Ford Motor Company</b> reported fourth quarter revenue of $35.26 billion, which came in short of a street estimate of $35.52 billion. Earnings per share of 26 cents per share in the fourth quarter also came in shy of a street estimate of 45 cents per share. The company highlighted that it has over 275,000 orders for the Mustang Mach-E, F-150 Lightning and E-Transit commercial vehicles as it grows its electric vehicle offerings.</p><p><b>3. Marijuana Banking Bill:</b>The U.S. House of Representatives approved an amendment to an innovation and manufacturing bill that includes marijuana banking reform. The amendment was preliminarily approved on Wednesday and then approved by the House with a vote of 262-168. The Secure and Fair Enforcement Banking Act (SAFE) is the latest in a push to help support marijuana legalization.</p><p><b>2. Cryptocurrency Falls:</b>Major cryptocurrencies fell or traded flat for the week, with <b>Bitcoin</b> going below $40,000 before rallying late Friday. Yields of short-term U.S. government bonds have risen on fears of inflation and potential rate hikes from the Federal Reserve. Cryptocurrencies tend to trade with more volatility when inflation fears are continuing.</p><p><b>1. U.S. Adds 467,000 Jobs:</b>The Labor Department reported 467,000 jobs were added in the month of January. The total came in ahead of estimates of 150,000 jobs. Unemployment in the U.S. was reported at 4% with the labor participation rate of 62.2% unchanged from the last report. The leisure and hospitality industry had 151,000 jobs added in January.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SNAP":"Snap Inc","F":"福特汽车","GOOG":"谷歌","AMZN":"亚马逊","GOOGL":"谷歌A","AMD":"美国超微公司","SPOT":"Spotify Technology S.A."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123525144","content_text":"Here are the top 10 stock market moving headlines of the past week.10. Alphabet Earnings And Stock Split:Technology giant Alphabet Inc(NASDAQ:GOOG)(NASDAQ:GOOGL) reported fourth quarter revenue of $75.3 billion, up 32% year-over-year. The company reported fourth quarter earnings per share of $30.69. Both totals came in ahead of street consensus estimates. Along with the earnings, the company announced a 20-for-1 stock split for all classes of shares that will happen in July 2022.9. AMD Earnings: Advanced Micro Devices Inc(NASDAQ:AMD) reported fourth quarter revenue of $4.8 billion Tuesday. The total came in ahead of the company’s guidance and the street estimate. The company’s computing and graphics segment saw revenue hit $2.6 billion, up 32% year-over-year. AMD expects fiscal 2022 revenue to hit $21.5 billion.8. Facebook Earnings:Now known as Meta Platforms Inc, the Facebook parent company saw its stock fall after reporting fourth quarter financial results Wednesday. The company reported fourth quarter revenue of $33.67 billion, which beat a street estimate of $33.38 billion. Meta reported 2.91 billion monthly active users for Facebook and daily active users of 1.93 billion. While daily active users rose 5% on a year-over-year basis, they came in lower than the previous quarter. A drop in DAU along with the company expecting a continued negative impact from iOS app changes by Apple Inc spooked investors.7. Amazon Earnings:Ecommerce giant Amazon.com Inc reported fourth quarter revenue of $137.4 billion on Thursday. The total was up 9% year-over-year and came in just shy of a street consensus estimate of $137.6 billion. The company’s Amazon Web Services segment had growth of 40% in the fourth quarter and is now recognized as a $71 billion segment based on an annual run rate. Amazon announced Thursday that it would raise the cost of its Amazon Prime membership, with costs going from $12.99 to $14.99 a month for monthly subscribers and going from $119 to $139 for annual subscribers. The updated prices will go into effect on Feb 18, 2022 for new members and beginning on Mar 25, 2022 for existing customers at the time of their next renewal.6. Spotify Earnings:Streaming platform Spotify Technology reported fourth quarter revenue of $2.69 billion Wednesday, a total that was up 24% year-over-year. The company saw monthly active users grow 18% year-over-year to 406 million. The company said it no longer plans to issue annual guidance for financials. Guidance was given for the first quarter with Spotify expecting to hit revenue of 2.6 billion Euros and 418 million monthly active users.5. Snap Earnings: Snap Inc saw shares soar after reporting fourth quarter revenue of $1.3 billion, beating a street estimate of $1.2 billion. The company reported a profit of 22 cents per share in the fourth quarter. Global daily active users were up 20% year-over-year to 319 million. This marked the fifth consecutive quarter of DAUs rising 20% or more on a year-over-year basis.4. Ford Earnings:Automotive giant Ford Motor Company reported fourth quarter revenue of $35.26 billion, which came in short of a street estimate of $35.52 billion. Earnings per share of 26 cents per share in the fourth quarter also came in shy of a street estimate of 45 cents per share. The company highlighted that it has over 275,000 orders for the Mustang Mach-E, F-150 Lightning and E-Transit commercial vehicles as it grows its electric vehicle offerings.3. Marijuana Banking Bill:The U.S. House of Representatives approved an amendment to an innovation and manufacturing bill that includes marijuana banking reform. The amendment was preliminarily approved on Wednesday and then approved by the House with a vote of 262-168. The Secure and Fair Enforcement Banking Act (SAFE) is the latest in a push to help support marijuana legalization.2. Cryptocurrency Falls:Major cryptocurrencies fell or traded flat for the week, with Bitcoin going below $40,000 before rallying late Friday. Yields of short-term U.S. government bonds have risen on fears of inflation and potential rate hikes from the Federal Reserve. Cryptocurrencies tend to trade with more volatility when inflation fears are continuing.1. U.S. Adds 467,000 Jobs:The Labor Department reported 467,000 jobs were added in the month of January. The total came in ahead of estimates of 150,000 jobs. Unemployment in the U.S. was reported at 4% with the labor participation rate of 62.2% unchanged from the last report. The leisure and hospitality industry had 151,000 jobs added in January.","news_type":1},"isVote":1,"tweetType":1,"viewCount":44,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9099068373,"gmtCreate":1643279928497,"gmtModify":1676533795276,"author":{"id":"3579788727995257","authorId":"3579788727995257","name":"Westango","avatar":"https://static.tigerbbs.com/3a4b1fc2fb23b33fff900b71df70c49f","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3579788727995257","authorIdStr":"3579788727995257"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9099068373","repostId":"1160747349","repostType":4,"repost":{"id":"1160747349","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":1643275357,"share":"https://ttm.financial/m/news/1160747349?lang=&edition=fundamental","pubTime":"2022-01-27 17:22","market":"us","language":"en","title":"Meta Platforms Earnings Preview: What to Watch on Feb. 2","url":"https://stock-news.laohu8.com/highlight/detail?id=1160747349","media":"Tiger Newspress","summary":"Meta Platforms announced that the company's fourth quarter and full year 2021 financial results will","content":"<html><head></head><body><p>Meta Platforms announced that the company&#39;s fourth quarter and full year 2021 financial results will be released after market close on Wednesday, February 2.</p><p>Beginning with the fourth quarter 2021 earnings results, Meta will report revenue and income (loss) from operations for the following two segments:</p><ul><li>Family of Apps (FoA) includes Facebook, Instagram, Messenger, WhatsApp and other services.</li><li>Reality Labs (RL) includes augmented and virtual reality related consumer hardware, software and content.</li></ul><p>In that report, analysts expect Meta Platforms to post earnings of $3.78 per share. This would mark a year-over-year decline of 2.58%. Meanwhile, the Consensus Estimate for revenue is projecting net sales of $33 billion, up 17.56% from the year-ago period.</p><p>Here&#39;s what to watch in Meta Platforms upcoming report.</p><p><b>Slowing revenue growth</b></p><p>Previously, Meta Platforms has missed market expectations for revenue in quarter three (Q3) 2021 and its forecast for Q4’s revenue at that time also came in below analysts’ estimates. With its share price on a downtrend ever since, the upcoming Q4 revenue will be on watch to validate if its sales growth can outperform.</p><p>&#34;Our outlook reflects the significant uncertainty we face in the fourth quarter in light of continued headwinds from Apple&#39;s iOS 14 changes, and macroeconomic and COVID-related factors,&#34; explained Facebook&#39;s chief financial officer in the company&#39;s fourth-quarter earnings call.</p><p>One of the key performance metric, the average revenue per user (ARPU), may also be in focus. Seasonally, Q4 tends to see the ARPU figure pull ahead from the other quarters, considering that the year-end holiday season may see greater ramp-up for business advertising. That said, Apple&#39;s iOS 14 changes which require apps to seek users’ permission for data collection and sharing remains a weighing factor. This comes in the form of potentially reducing Meta Platforms’ accuracy for ads targeting and limiting their ad pricing as a result. We have seen the impact surface in Q3, with its ARPU declining 1.2% quarter-on-quarter (QoQ), in what should traditionally be an increase. With that, any further impact on the holiday-driven Q4 will continue to be on watch in measuring Meta Platforms’ ability to mitigate these changes.</p><p><b>User growth</b></p><p>Facebook continues to consistently grow its user base nicely. In the company&#39;s third quarter, total unique monthly users across the company&#39;s family of apps (Facebook, Instagram, Messenger, and WhatsApp) rose 6% year over year. Unique daily active users increased 11% year over year.</p><p>Meta Platforms management said in its most recent quarterly earnings call that its TikTok-like Reels video product has been a key growth driver for engagement on its platform. If Reels&#39; momentum persisted, it wouldn&#39;t be surprising to see a slight uptick in Meta Platforms&#39; fourth-quarter user growth rates.</p><p>&#34;Reels is already the primary driver of engagement profiles,&#34; explained Meta Platforms CEO Mark Zuckerberg in the company&#39;s third-quarter earnings call. &#34;It&#39;s incredibly entertaining, and I think that there is a huge amount of potential ahead. We expect this to continue growing and I am optimistic that Reels will be as important for our products as Stories is.&#34;</p><p><b>Metaverse</b></p><p>With Facebook’s recent name change to Meta Platforms, the company has placed its focus in building the metaverse, where it may already seem to be better equipped than other companies in being the pioneer for the theme. For one, it has its Oculus division which provides virtual reality headsets as a portal to that realm and recently, the company has announced to be in the midst of creating an AI supercomputer – AI Research SuperCluster to power the metaverse.</p><p>While its investments in the metaverse may not contribute to its topline in the upcoming Q4 results, or even subsequent years to come, any vision from the management in earnings call will be closely watched. This may include projected costs for metaverse-related development, expected timeline for launch and further reaffirmation of monetisation plans.</p><p>Investments for Metaverse, however, may lead to higher operating expenses and with the absence of any monetisation from that front in the near-term, its earnings before interest, taxes, depreciation, and amortization (EBITDA) margin may be expected to come under pressure. Meta Platforms has anticipated to spend at least $10 billion in 2021 and expect to increase its investments for the next several years. While its EBITDA margin remains at a promising level of 42.8% in Q3 2021, the management has guided for 2022 margins to be lower than 2021. With that, any impact on margins will continue to be monitored ahead.</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>Meta Platforms Earnings Preview: What to Watch on Feb. 2</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\">\nMeta Platforms Earnings Preview: What to Watch on Feb. 2\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-01-27 17:22</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Meta Platforms announced that the company&#39;s fourth quarter and full year 2021 financial results will be released after market close on Wednesday, February 2.</p><p>Beginning with the fourth quarter 2021 earnings results, Meta will report revenue and income (loss) from operations for the following two segments:</p><ul><li>Family of Apps (FoA) includes Facebook, Instagram, Messenger, WhatsApp and other services.</li><li>Reality Labs (RL) includes augmented and virtual reality related consumer hardware, software and content.</li></ul><p>In that report, analysts expect Meta Platforms to post earnings of $3.78 per share. This would mark a year-over-year decline of 2.58%. Meanwhile, the Consensus Estimate for revenue is projecting net sales of $33 billion, up 17.56% from the year-ago period.</p><p>Here&#39;s what to watch in Meta Platforms upcoming report.</p><p><b>Slowing revenue growth</b></p><p>Previously, Meta Platforms has missed market expectations for revenue in quarter three (Q3) 2021 and its forecast for Q4’s revenue at that time also came in below analysts’ estimates. With its share price on a downtrend ever since, the upcoming Q4 revenue will be on watch to validate if its sales growth can outperform.</p><p>&#34;Our outlook reflects the significant uncertainty we face in the fourth quarter in light of continued headwinds from Apple&#39;s iOS 14 changes, and macroeconomic and COVID-related factors,&#34; explained Facebook&#39;s chief financial officer in the company&#39;s fourth-quarter earnings call.</p><p>One of the key performance metric, the average revenue per user (ARPU), may also be in focus. Seasonally, Q4 tends to see the ARPU figure pull ahead from the other quarters, considering that the year-end holiday season may see greater ramp-up for business advertising. That said, Apple&#39;s iOS 14 changes which require apps to seek users’ permission for data collection and sharing remains a weighing factor. This comes in the form of potentially reducing Meta Platforms’ accuracy for ads targeting and limiting their ad pricing as a result. We have seen the impact surface in Q3, with its ARPU declining 1.2% quarter-on-quarter (QoQ), in what should traditionally be an increase. With that, any further impact on the holiday-driven Q4 will continue to be on watch in measuring Meta Platforms’ ability to mitigate these changes.</p><p><b>User growth</b></p><p>Facebook continues to consistently grow its user base nicely. In the company&#39;s third quarter, total unique monthly users across the company&#39;s family of apps (Facebook, Instagram, Messenger, and WhatsApp) rose 6% year over year. Unique daily active users increased 11% year over year.</p><p>Meta Platforms management said in its most recent quarterly earnings call that its TikTok-like Reels video product has been a key growth driver for engagement on its platform. If Reels&#39; momentum persisted, it wouldn&#39;t be surprising to see a slight uptick in Meta Platforms&#39; fourth-quarter user growth rates.</p><p>&#34;Reels is already the primary driver of engagement profiles,&#34; explained Meta Platforms CEO Mark Zuckerberg in the company&#39;s third-quarter earnings call. &#34;It&#39;s incredibly entertaining, and I think that there is a huge amount of potential ahead. We expect this to continue growing and I am optimistic that Reels will be as important for our products as Stories is.&#34;</p><p><b>Metaverse</b></p><p>With Facebook’s recent name change to Meta Platforms, the company has placed its focus in building the metaverse, where it may already seem to be better equipped than other companies in being the pioneer for the theme. For one, it has its Oculus division which provides virtual reality headsets as a portal to that realm and recently, the company has announced to be in the midst of creating an AI supercomputer – AI Research SuperCluster to power the metaverse.</p><p>While its investments in the metaverse may not contribute to its topline in the upcoming Q4 results, or even subsequent years to come, any vision from the management in earnings call will be closely watched. This may include projected costs for metaverse-related development, expected timeline for launch and further reaffirmation of monetisation plans.</p><p>Investments for Metaverse, however, may lead to higher operating expenses and with the absence of any monetisation from that front in the near-term, its earnings before interest, taxes, depreciation, and amortization (EBITDA) margin may be expected to come under pressure. Meta Platforms has anticipated to spend at least $10 billion in 2021 and expect to increase its investments for the next several years. While its EBITDA margin remains at a promising level of 42.8% in Q3 2021, the management has guided for 2022 margins to be lower than 2021. With that, any impact on margins will continue to be monitored ahead.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160747349","content_text":"Meta Platforms announced that the company's fourth quarter and full year 2021 financial results will be released after market close on Wednesday, February 2.Beginning with the fourth quarter 2021 earnings results, Meta will report revenue and income (loss) from operations for the following two segments:Family of Apps (FoA) includes Facebook, Instagram, Messenger, WhatsApp and other services.Reality Labs (RL) includes augmented and virtual reality related consumer hardware, software and content.In that report, analysts expect Meta Platforms to post earnings of $3.78 per share. This would mark a year-over-year decline of 2.58%. Meanwhile, the Consensus Estimate for revenue is projecting net sales of $33 billion, up 17.56% from the year-ago period.Here's what to watch in Meta Platforms upcoming report.Slowing revenue growthPreviously, Meta Platforms has missed market expectations for revenue in quarter three (Q3) 2021 and its forecast for Q4’s revenue at that time also came in below analysts’ estimates. With its share price on a downtrend ever since, the upcoming Q4 revenue will be on watch to validate if its sales growth can outperform.\"Our outlook reflects the significant uncertainty we face in the fourth quarter in light of continued headwinds from Apple's iOS 14 changes, and macroeconomic and COVID-related factors,\" explained Facebook's chief financial officer in the company's fourth-quarter earnings call.One of the key performance metric, the average revenue per user (ARPU), may also be in focus. Seasonally, Q4 tends to see the ARPU figure pull ahead from the other quarters, considering that the year-end holiday season may see greater ramp-up for business advertising. That said, Apple's iOS 14 changes which require apps to seek users’ permission for data collection and sharing remains a weighing factor. This comes in the form of potentially reducing Meta Platforms’ accuracy for ads targeting and limiting their ad pricing as a result. We have seen the impact surface in Q3, with its ARPU declining 1.2% quarter-on-quarter (QoQ), in what should traditionally be an increase. With that, any further impact on the holiday-driven Q4 will continue to be on watch in measuring Meta Platforms’ ability to mitigate these changes.User growthFacebook continues to consistently grow its user base nicely. In the company's third quarter, total unique monthly users across the company's family of apps (Facebook, Instagram, Messenger, and WhatsApp) rose 6% year over year. Unique daily active users increased 11% year over year.Meta Platforms management said in its most recent quarterly earnings call that its TikTok-like Reels video product has been a key growth driver for engagement on its platform. If Reels' momentum persisted, it wouldn't be surprising to see a slight uptick in Meta Platforms' fourth-quarter user growth rates.\"Reels is already the primary driver of engagement profiles,\" explained Meta Platforms CEO Mark Zuckerberg in the company's third-quarter earnings call. \"It's incredibly entertaining, and I think that there is a huge amount of potential ahead. We expect this to continue growing and I am optimistic that Reels will be as important for our products as Stories is.\"MetaverseWith Facebook’s recent name change to Meta Platforms, the company has placed its focus in building the metaverse, where it may already seem to be better equipped than other companies in being the pioneer for the theme. For one, it has its Oculus division which provides virtual reality headsets as a portal to that realm and recently, the company has announced to be in the midst of creating an AI supercomputer – AI Research SuperCluster to power the metaverse.While its investments in the metaverse may not contribute to its topline in the upcoming Q4 results, or even subsequent years to come, any vision from the management in earnings call will be closely watched. This may include projected costs for metaverse-related development, expected timeline for launch and further reaffirmation of monetisation plans.Investments for Metaverse, however, may lead to higher operating expenses and with the absence of any monetisation from that front in the near-term, its earnings before interest, taxes, depreciation, and amortization (EBITDA) margin may be expected to come under pressure. Meta Platforms has anticipated to spend at least $10 billion in 2021 and expect to increase its investments for the next several years. While its EBITDA margin remains at a promising level of 42.8% in Q3 2021, the management has guided for 2022 margins to be lower than 2021. With that, any impact on margins will continue to be monitored ahead.","news_type":1},"isVote":1,"tweetType":1,"viewCount":70,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":195421318328488,"gmtCreate":1688747825899,"gmtModify":1688747828303,"author":{"id":"3579788727995257","authorId":"3579788727995257","name":"Westango","avatar":"https://static.tigerbbs.com/3a4b1fc2fb23b33fff900b71df70c49f","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3579788727995257","authorIdStr":"3579788727995257"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/CHPT\">$ChargePoint Holdings Inc.(CHPT)$ &nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/CHPT\">$ChargePoint Holdings Inc.(CHPT)$ &nbsp;</a>","text":"$ChargePoint Holdings Inc.(CHPT)$","images":[{"img":"https://community-static.tradeup.com/news/4dd8aa0ab0d3a1c3235b54ac5615d430","width":"898","height":"1475"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/195421318328488","isVote":1,"tweetType":1,"viewCount":212,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}