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2021-05-21

To the moon

Virgin Galactic shares jump 15% after space company says next test flight will be this week

2021-05-19

Hmm.. like and comments

Toplines Before US Market Open on Wednesday

2021-05-18

Hmm..

2021-05-18

Hmmm... like n comments

These 2 Nasdaq Stock Winners Could Change the World

2021-05-17

Bitcoins or dogecoin?

Sorry, the original content has been removed

2021-05-09

Rise like crypto

2021-05-09

To the moon

Forget Dogecoin -- This Stock Is a Better Buy

2021-04-30

Earning releasing on 4 may. Please like and comments

2021-04-30

Great ariticle, would you like to share it?

Chevron profit drops on weaker refining margins, storm hit

2021-04-29

Like comments!

Apple reports another blowout quarter with sales up 54%, authorizes $90 billion in share buybacks

2021-04-29

Tesla FTW! Like and comments

Tesla: The Good, The Bad, And The Ugly

2021-04-27

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Sorry, the original content has been removed

2021-04-26

NFT. Will it rise?

2021-04-26

Like and comments

What to watch in the markets this week

2021-04-26

Spaceeee

2021-04-26

Oh no

Dow rebounds 200 points led by banks and tech as market shrugs off higher tax fears

2021-04-26

Oh no

Tesla stock dropped more than 2% in morning trading

2021-04-24

Really? Like and comments!

Sorry, the original content has been removed

2021-04-21

Go go go

2021-04-18

Low price! Please like and comments

Go to Tiger App to see more news

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the moon","listText":"To the moon","text":"To the moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/139994393","repostId":"1129456332","repostType":4,"repost":{"id":"1129456332","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":1621509070,"share":"https://ttm.financial/m/news/1129456332?lang=&edition=fundamental","pubTime":"2021-05-20 19:11","market":"us","language":"en","title":"Virgin Galactic shares jump 15% after space company says next test flight will be this week","url":"https://stock-news.laohu8.com/highlight/detail?id=1129456332","media":"Tiger Newspress","summary":"KEY POINTS\n\nVirgin Galactic stock jumped after the space tourism company announced its next spacefli","content":"<p><b>KEY POINTS</b></p>\n<ul>\n <li>Virgin Galactic stock jumped after the space tourism company announced its next spaceflight test is targeting May 22.</li>\n <li>“Following a detailed inspection and thorough analysis of our mothership, Eve, we have cleared our Spaceflight System for our upcoming flight,” Virgin Galactic CEO Michael Colglazier said in a statement.</li>\n <li>The company is working to complete development of its SpaceShipTwo system, with four test flights remaining before Virgin Galactic begins commercial service in 2022.</li>\n</ul>\n<p>Virgin Galactic&nbsp;stock jumped after the space tourism company announced its next spaceflight test is targeting May 22, following the completion of a maintenance review of its carrier aircraft that threatened to delay the flight from this month.</p>\n<p>“Following a detailed inspection and thorough analysis of our mothership, Eve, we have cleared our Spaceflight System for our upcoming flight,” Virgin Galactic CEO Michael Colglazier said in a statement.</p>\n<p>Shares of Virgin Galactic jumped as much as 15% in premarket trading from its previous close of $19.92.</p>\n<p><img src=\"https://static.tigerbbs.com/f89677fc7c1a4322713c53c9f871ec08\" tg-width=\"1302\" tg-height=\"663\"></p>\n<p>Virgin Galactic leadership,when the company reported first quarter results last week, revealed that the target date for the next spaceflight test was under evaluation due to a possible maintenance issue with VMS Eve, the aircraft that carries the spacecraft before launch. The company said its engineering analysis determined the VMS Eve “structures healthy,” clearing the aircraft for flight.</p>\n<p>The company is working to complete development of its SpaceShipTwo system, with four test flights remaining before Virgin Galactic begins commercial service in 2022.</p>\n<p>Virgin Galactic attempted the first of those four spaceflight tests in December, but the mission was cut short by an engine anomaly. The company scheduled a repeat of the flight attempt for February, but then delayed to May to give more time to address an electromagnetic interference issue with the spacecraft’s flight computer.</p>\n<p>This upcoming spaceflight test will fly with just the two pilots onboard, but will also carry microgravity research payloads under NASA’s Flight Opportunities program. In addition to resolving the issue which cut short the December attempt, Virgin Galactic said this spaceflight test will further evaluate its customer cabin and test a livestream from onboard the spacecraft.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Virgin Galactic shares jump 15% after space company says next test flight will be this week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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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\">\nVirgin Galactic shares jump 15% after space company says next test flight will be this week\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-05-20 19:11</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><b>KEY POINTS</b></p>\n<ul>\n <li>Virgin Galactic stock jumped after the space tourism company announced its next spaceflight test is targeting May 22.</li>\n <li>“Following a detailed inspection and thorough analysis of our mothership, Eve, we have cleared our Spaceflight System for our upcoming flight,” Virgin Galactic CEO Michael Colglazier said in a statement.</li>\n <li>The company is working to complete development of its SpaceShipTwo system, with four test flights remaining before Virgin Galactic begins commercial service in 2022.</li>\n</ul>\n<p>Virgin Galactic&nbsp;stock jumped after the space tourism company announced its next spaceflight test is targeting May 22, following the completion of a maintenance review of its carrier aircraft that threatened to delay the flight from this month.</p>\n<p>“Following a detailed inspection and thorough analysis of our mothership, Eve, we have cleared our Spaceflight System for our upcoming flight,” Virgin Galactic CEO Michael Colglazier said in a statement.</p>\n<p>Shares of Virgin Galactic jumped as much as 15% in premarket trading from its previous close of $19.92.</p>\n<p><img src=\"https://static.tigerbbs.com/f89677fc7c1a4322713c53c9f871ec08\" tg-width=\"1302\" tg-height=\"663\"></p>\n<p>Virgin Galactic leadership,when the company reported first quarter results last week, revealed that the target date for the next spaceflight test was under evaluation due to a possible maintenance issue with VMS Eve, the aircraft that carries the spacecraft before launch. The company said its engineering analysis determined the VMS Eve “structures healthy,” clearing the aircraft for flight.</p>\n<p>The company is working to complete development of its SpaceShipTwo system, with four test flights remaining before Virgin Galactic begins commercial service in 2022.</p>\n<p>Virgin Galactic attempted the first of those four spaceflight tests in December, but the mission was cut short by an engine anomaly. The company scheduled a repeat of the flight attempt for February, but then delayed to May to give more time to address an electromagnetic interference issue with the spacecraft’s flight computer.</p>\n<p>This upcoming spaceflight test will fly with just the two pilots onboard, but will also carry microgravity research payloads under NASA’s Flight Opportunities program. In addition to resolving the issue which cut short the December attempt, Virgin Galactic said this spaceflight test will further evaluate its customer cabin and test a livestream from onboard the spacecraft.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPCE":"维珍银河"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129456332","content_text":"KEY POINTS\n\nVirgin Galactic stock jumped after the space tourism company announced its next spaceflight test is targeting May 22.\n“Following a detailed inspection and thorough analysis of our mothership, Eve, we have cleared our Spaceflight System for our upcoming flight,” Virgin Galactic CEO Michael Colglazier said in a statement.\nThe company is working to complete development of its SpaceShipTwo system, with four test flights remaining before Virgin Galactic begins commercial service in 2022.\n\nVirgin Galactic stock jumped after the space tourism company announced its next spaceflight test is targeting May 22, following the completion of a maintenance review of its carrier aircraft that threatened to delay the flight from this month.\n“Following a detailed inspection and thorough analysis of our mothership, Eve, we have cleared our Spaceflight System for our upcoming flight,” Virgin Galactic CEO Michael Colglazier said in a statement.\nShares of Virgin Galactic jumped as much as 15% in premarket trading from its previous close of $19.92.\n\nVirgin Galactic leadership,when the company reported first quarter results last week, revealed that the target date for the next spaceflight test was under evaluation due to a possible maintenance issue with VMS Eve, the aircraft that carries the spacecraft before launch. The company said its engineering analysis determined the VMS Eve “structures healthy,” clearing the aircraft for flight.\nThe company is working to complete development of its SpaceShipTwo system, with four test flights remaining before Virgin Galactic begins commercial service in 2022.\nVirgin Galactic attempted the first of those four spaceflight tests in December, but the mission was cut short by an engine anomaly. The company scheduled a repeat of the flight attempt for February, but then delayed to May to give more time to address an electromagnetic interference issue with the spacecraft’s flight computer.\nThis upcoming spaceflight test will fly with just the two pilots onboard, but will also carry microgravity research payloads under NASA’s Flight Opportunities program. In addition to resolving the issue which cut short the December attempt, Virgin Galactic said this spaceflight test will further evaluate its customer cabin and test a livestream from onboard the spacecraft.","news_type":1},"isVote":1,"tweetType":1,"viewCount":308,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":197369254,"gmtCreate":1621429358078,"gmtModify":1704357465317,"author":{"id":"3579847774906377","authorId":"3579847774906377","authorIdStr":"3579847774906377","name":"sqtan","avatar":"https://static.tigerbbs.com/32bd142742d4c9dd3925e4cc32b92c04","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579847774906377"},"themes":[],"htmlText":"Hmm.. like and comments","listText":"Hmm.. like and comments","text":"Hmm.. like and comments","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/197369254","repostId":"1157957510","repostType":4,"repost":{"id":"1157957510","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":1621426959,"share":"https://ttm.financial/m/news/1157957510?lang=&edition=fundamental","pubTime":"2021-05-19 20:22","market":"us","language":"en","title":"Toplines Before US Market Open on Wednesday","url":"https://stock-news.laohu8.com/highlight/detail?id=1157957510","media":"Tiger Newspress","summary":"U.S. Futures, Stocks Drop on Inflation ConcernTreasury yields advance; Cryptocurrencies extend slide","content":"<ul><li>U.S. Futures, Stocks Drop on Inflation Concern</li></ul><ul><li>Treasury yields advance; Cryptocurrencies extend slide</li></ul><ul><li>Tesla drops in premarket trade as Target rises after results</li></ul><p>U.S. stock index futures fell for the third straight session on Wednesday, led by losses in rate-sensitive technology stocks on fears that rising inflation could force the U.S. Federal Reserve to pare back its support soon.</p><p>At 8:10 a.m. ET, Dow e-minis were down 313 points, or 0.92%, S&amp;P 500 e-minis were down 43.50 points, or 1.06%, and Nasdaq 100 e-minis were down 209.25 points, or 1.24%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ad41efbe9a5aef13ac966aca7fb1957c\" tg-width=\"1080\" tg-height=\"398\" referrerpolicy=\"no-referrer\"><span>*Source From Tiger Trade, EST 08:10</span></p><p>The yield on 10-year Treasury notes touched a one-week high, driving down shares of Apple Inc, Microsoft Corp&nbsp;and Facebook Inc&nbsp;by about 1% premarket.</p><p>Tesla Inc. slipped in U.S. premarket trading after data showing a slowdown in China sales. Target Corp. climbed after predicting a more profitable year as quarterly sales soared.</p><p>Investors will also focus on minutes from the Fed's April policy meeting, where it stood pat on interest rates. The statement is due to be issued at 2 p.m. ET (1800 GMT).</p><p><b>Stocks making the biggest moves in the premarket:</b></p><p><b>Crypto stocks&nbsp;(Marathon Digital,EBON,Riot Blockchain,CAN,SOS,Coinbase,Bit Digital&nbsp;and&nbsp;so&nbsp;on)</b>&nbsp;–&nbsp;Crypto stocks tumbled in premarket trading.&nbsp;Bitcoin tank 20% in 24 hours to fall below $37,000, hitting lowest level since Feb. 3</p><p><b>Target&nbsp;(TGT) </b>– Target&nbsp;earned $3.69 per share&nbsp;for the first quarter, well above the $2.25 a share consensus estimate, with revenue also above analysts’ projections. Comparable-store sales surged 22.9%, more than double the forecast of analysts surveyed by FactSet. Target shares jumped 3.8% in premarket trading.</p><p><b>Lowe’s&nbsp;(LOW)</b> – The home improvement retailer reported profit of $3.21 per share for the first quarter, beating the $2.62 a share consensus estimate. Revenue also topped Wall Street forecasts, and a same-store sales increase of 24.4% beat the FactSet consensus forecast of a 20.3% rise. Despite the beat, Lowe’s shares fell 2% in the premarket.</p><p><b>Take-Two Interactive&nbsp;(TTWO) </b>– Take-Two earned 94 cents per share for its fiscal fourth quarter, beating the consensus estimate of 67 cents a share. The video game maker’s revenue also beat forecasts, as it continued to benefit from the pandemic-induced increase in video game activity. Take-Two gave a lighter-than-expected forecast, however, as confidence in vaccinations prompts more people to leave their homes. The company’s shares added 2% in premarket action.</p><p><b>JD.com&nbsp;(JD) </b>– The China-based e-commerce company reported better-than-expected profit and revenue for the first quarter, with an expanded product lineup helping expand active customer accounts by 29% compared to a year earlier. JD.com’s U.S. shares gained 1% in the premarket.</p><p><b>AstraZeneca&nbsp;(AZN) </b>– AstraZeneca’s Covid-19 vaccine works well as a third booster shot, according to a study by co-developer Oxford University reported by the Financial Times.</p><p><b>Macy’s&nbsp;(M) </b>– Macy’s was upgraded to “tactical outperform” at Evercore, which notes the retailer’s outperformance in its&nbsp;first-quarter earnings report&nbsp;and what it calls a “healthier” business structure.</p><p><b>Wells Fargo&nbsp;(WFC) </b>– Wells Fargo was downgraded to “neutral” from “buy” at UBS, which said the bank’s risk/reward profile is no longer attractive following a 59% year-to-date rise in the shares year-to-date and a 123% surge since the end of October. Its shares lost 1.3% in premarket trading.</p><p><b>MicroStrategy&nbsp;(MSTR) </b>– MicroStrategy shares tumbled 5.8% in premarket action as the price of bitcoin dipped below $40,000 in overnight trading. The business analytics company has several billion dollars in bitcoin holdings on its books.</p><p><b>Southwest Airlines&nbsp;(LUV) </b>– Southwest said its April revenue increased from March levels due to improvements in leisure travel, and said leisure fare levels are nearing where they were in June 2019. Southwest warned, however, that business travel demand is still significantly lagging leisure travel. Its shares lost 1.5% in premarket trading.</p><p><b>CarMax&nbsp;(KMX)</b> – The automobile retailer’s shares fell 2.4% in the premarket after Wedbush Securities downgraded the stock to “neutral” from “outperform.” Wedbush said the current valuation already reflects the company’s long-term outlook, and it also sees decelerating near-term trends.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Toplines Before US Market Open on Wednesday</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\">\nToplines Before US Market Open on Wednesday\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-05-19 20:22</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<ul><li>U.S. Futures, Stocks Drop on Inflation Concern</li></ul><ul><li>Treasury yields advance; Cryptocurrencies extend slide</li></ul><ul><li>Tesla drops in premarket trade as Target rises after results</li></ul><p>U.S. stock index futures fell for the third straight session on Wednesday, led by losses in rate-sensitive technology stocks on fears that rising inflation could force the U.S. Federal Reserve to pare back its support soon.</p><p>At 8:10 a.m. ET, Dow e-minis were down 313 points, or 0.92%, S&amp;P 500 e-minis were down 43.50 points, or 1.06%, and Nasdaq 100 e-minis were down 209.25 points, or 1.24%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ad41efbe9a5aef13ac966aca7fb1957c\" tg-width=\"1080\" tg-height=\"398\" referrerpolicy=\"no-referrer\"><span>*Source From Tiger Trade, EST 08:10</span></p><p>The yield on 10-year Treasury notes touched a one-week high, driving down shares of Apple Inc, Microsoft Corp&nbsp;and Facebook Inc&nbsp;by about 1% premarket.</p><p>Tesla Inc. slipped in U.S. premarket trading after data showing a slowdown in China sales. Target Corp. climbed after predicting a more profitable year as quarterly sales soared.</p><p>Investors will also focus on minutes from the Fed's April policy meeting, where it stood pat on interest rates. The statement is due to be issued at 2 p.m. ET (1800 GMT).</p><p><b>Stocks making the biggest moves in the premarket:</b></p><p><b>Crypto stocks&nbsp;(Marathon Digital,EBON,Riot Blockchain,CAN,SOS,Coinbase,Bit Digital&nbsp;and&nbsp;so&nbsp;on)</b>&nbsp;–&nbsp;Crypto stocks tumbled in premarket trading.&nbsp;Bitcoin tank 20% in 24 hours to fall below $37,000, hitting lowest level since Feb. 3</p><p><b>Target&nbsp;(TGT) </b>– Target&nbsp;earned $3.69 per share&nbsp;for the first quarter, well above the $2.25 a share consensus estimate, with revenue also above analysts’ projections. Comparable-store sales surged 22.9%, more than double the forecast of analysts surveyed by FactSet. Target shares jumped 3.8% in premarket trading.</p><p><b>Lowe’s&nbsp;(LOW)</b> – The home improvement retailer reported profit of $3.21 per share for the first quarter, beating the $2.62 a share consensus estimate. Revenue also topped Wall Street forecasts, and a same-store sales increase of 24.4% beat the FactSet consensus forecast of a 20.3% rise. Despite the beat, Lowe’s shares fell 2% in the premarket.</p><p><b>Take-Two Interactive&nbsp;(TTWO) </b>– Take-Two earned 94 cents per share for its fiscal fourth quarter, beating the consensus estimate of 67 cents a share. The video game maker’s revenue also beat forecasts, as it continued to benefit from the pandemic-induced increase in video game activity. Take-Two gave a lighter-than-expected forecast, however, as confidence in vaccinations prompts more people to leave their homes. The company’s shares added 2% in premarket action.</p><p><b>JD.com&nbsp;(JD) </b>– The China-based e-commerce company reported better-than-expected profit and revenue for the first quarter, with an expanded product lineup helping expand active customer accounts by 29% compared to a year earlier. JD.com’s U.S. shares gained 1% in the premarket.</p><p><b>AstraZeneca&nbsp;(AZN) </b>– AstraZeneca’s Covid-19 vaccine works well as a third booster shot, according to a study by co-developer Oxford University reported by the Financial Times.</p><p><b>Macy’s&nbsp;(M) </b>– Macy’s was upgraded to “tactical outperform” at Evercore, which notes the retailer’s outperformance in its&nbsp;first-quarter earnings report&nbsp;and what it calls a “healthier” business structure.</p><p><b>Wells Fargo&nbsp;(WFC) </b>– Wells Fargo was downgraded to “neutral” from “buy” at UBS, which said the bank’s risk/reward profile is no longer attractive following a 59% year-to-date rise in the shares year-to-date and a 123% surge since the end of October. Its shares lost 1.3% in premarket trading.</p><p><b>MicroStrategy&nbsp;(MSTR) </b>– MicroStrategy shares tumbled 5.8% in premarket action as the price of bitcoin dipped below $40,000 in overnight trading. The business analytics company has several billion dollars in bitcoin holdings on its books.</p><p><b>Southwest Airlines&nbsp;(LUV) </b>– Southwest said its April revenue increased from March levels due to improvements in leisure travel, and said leisure fare levels are nearing where they were in June 2019. Southwest warned, however, that business travel demand is still significantly lagging leisure travel. Its shares lost 1.5% in premarket trading.</p><p><b>CarMax&nbsp;(KMX)</b> – The automobile retailer’s shares fell 2.4% in the premarket after Wedbush Securities downgraded the stock to “neutral” from “outperform.” Wedbush said the current valuation already reflects the company’s long-term outlook, and it also sees decelerating near-term trends.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","TGT":"塔吉特","JD":"京东",".DJI":"道琼斯","TTWO":"Take-Two Interactive Software","M":"梅西百货","AMZN":"亚马逊","LOW":"劳氏","AAPL":"苹果",".IXIC":"NASDAQ Composite","MSFT":"微软",".SPX":"S&P 500 Index"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157957510","content_text":"U.S. Futures, Stocks Drop on Inflation ConcernTreasury yields advance; Cryptocurrencies extend slideTesla drops in premarket trade as Target rises after resultsU.S. stock index futures fell for the third straight session on Wednesday, led by losses in rate-sensitive technology stocks on fears that rising inflation could force the U.S. Federal Reserve to pare back its support soon.At 8:10 a.m. ET, Dow e-minis were down 313 points, or 0.92%, S&P 500 e-minis were down 43.50 points, or 1.06%, and Nasdaq 100 e-minis were down 209.25 points, or 1.24%.*Source From Tiger Trade, EST 08:10The yield on 10-year Treasury notes touched a one-week high, driving down shares of Apple Inc, Microsoft Corp and Facebook Inc by about 1% premarket.Tesla Inc. slipped in U.S. premarket trading after data showing a slowdown in China sales. Target Corp. climbed after predicting a more profitable year as quarterly sales soared.Investors will also focus on minutes from the Fed's April policy meeting, where it stood pat on interest rates. The statement is due to be issued at 2 p.m. ET (1800 GMT).Stocks making the biggest moves in the premarket:Crypto stocks (Marathon Digital,EBON,Riot Blockchain,CAN,SOS,Coinbase,Bit Digital and so on) – Crypto stocks tumbled in premarket trading. Bitcoin tank 20% in 24 hours to fall below $37,000, hitting lowest level since Feb. 3Target (TGT) – Target earned $3.69 per share for the first quarter, well above the $2.25 a share consensus estimate, with revenue also above analysts’ projections. Comparable-store sales surged 22.9%, more than double the forecast of analysts surveyed by FactSet. Target shares jumped 3.8% in premarket trading.Lowe’s (LOW) – The home improvement retailer reported profit of $3.21 per share for the first quarter, beating the $2.62 a share consensus estimate. Revenue also topped Wall Street forecasts, and a same-store sales increase of 24.4% beat the FactSet consensus forecast of a 20.3% rise. Despite the beat, Lowe’s shares fell 2% in the premarket.Take-Two Interactive (TTWO) – Take-Two earned 94 cents per share for its fiscal fourth quarter, beating the consensus estimate of 67 cents a share. The video game maker’s revenue also beat forecasts, as it continued to benefit from the pandemic-induced increase in video game activity. Take-Two gave a lighter-than-expected forecast, however, as confidence in vaccinations prompts more people to leave their homes. The company’s shares added 2% in premarket action.JD.com (JD) – The China-based e-commerce company reported better-than-expected profit and revenue for the first quarter, with an expanded product lineup helping expand active customer accounts by 29% compared to a year earlier. JD.com’s U.S. shares gained 1% in the premarket.AstraZeneca (AZN) – AstraZeneca’s Covid-19 vaccine works well as a third booster shot, according to a study by co-developer Oxford University reported by the Financial Times.Macy’s (M) – Macy’s was upgraded to “tactical outperform” at Evercore, which notes the retailer’s outperformance in its first-quarter earnings report and what it calls a “healthier” business structure.Wells Fargo (WFC) – Wells Fargo was downgraded to “neutral” from “buy” at UBS, which said the bank’s risk/reward profile is no longer attractive following a 59% year-to-date rise in the shares year-to-date and a 123% surge since the end of October. Its shares lost 1.3% in premarket trading.MicroStrategy (MSTR) – MicroStrategy shares tumbled 5.8% in premarket action as the price of bitcoin dipped below $40,000 in overnight trading. The business analytics company has several billion dollars in bitcoin holdings on its books.Southwest Airlines (LUV) – Southwest said its April revenue increased from March levels due to improvements in leisure travel, and said leisure fare levels are nearing where they were in June 2019. Southwest warned, however, that business travel demand is still significantly lagging leisure travel. Its shares lost 1.5% in premarket trading.CarMax (KMX) – The automobile retailer’s shares fell 2.4% in the premarket after Wedbush Securities downgraded the stock to “neutral” from “outperform.” Wedbush said the current valuation already reflects the company’s long-term outlook, and it also sees decelerating near-term trends.","news_type":1},"isVote":1,"tweetType":1,"viewCount":441,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":194992052,"gmtCreate":1621331902676,"gmtModify":1704355907864,"author":{"id":"3579847774906377","authorId":"3579847774906377","authorIdStr":"3579847774906377","name":"sqtan","avatar":"https://static.tigerbbs.com/32bd142742d4c9dd3925e4cc32b92c04","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579847774906377"},"themes":[],"htmlText":"Hmm..","listText":"Hmm..","text":"Hmm..","images":[{"img":"https://static.tigerbbs.com/11c01a7e107447c714b5ba7784fefbe8","width":"1125","height":"2857"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/194992052","isVote":1,"tweetType":1,"viewCount":560,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":194998871,"gmtCreate":1621331810693,"gmtModify":1704355905434,"author":{"id":"3579847774906377","authorId":"3579847774906377","authorIdStr":"3579847774906377","name":"sqtan","avatar":"https://static.tigerbbs.com/32bd142742d4c9dd3925e4cc32b92c04","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579847774906377"},"themes":[],"htmlText":"Hmmm... like n comments","listText":"Hmmm... like n comments","text":"Hmmm... like n comments","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/194998871","repostId":"1157626171","repostType":4,"repost":{"id":"1157626171","pubTimestamp":1621309064,"share":"https://ttm.financial/m/news/1157626171?lang=&edition=fundamental","pubTime":"2021-05-18 11:37","market":"us","language":"en","title":"These 2 Nasdaq Stock Winners Could Change the World","url":"https://stock-news.laohu8.com/highlight/detail?id=1157626171","media":"fool","summary":"The stock market had a tough day on Monday, and once again, negative attention centered on theNasdaq","content":"<p>The stock market had a tough day on Monday, and once again, negative attention centered on the<b>Nasdaq Composite</b>(NASDAQINDEX:^IXIC). The index's 1% drop as of 2:15 p.m. EDT was bigger than what other major market benchmarks faced, in part because the appetite for high-priced stocks seems to have waned considerably over the past few months.</p>\n<p>However, a couple of Nasdaq stocks were big winners on Monday, and they both have innovative business models that could have a positive influence on the world.&nbsp;<b>AppHarvest</b>(NASDAQ:APPH)&nbsp;and&nbsp;<b>Summit Therapeutics</b>(NASDAQ:SMMT)had notable gains to start the week. Below, we'll go into the details to see why investors are paying close attention to these two Nasdaq winners.</p>\n<p>Investors are feeding on this stock</p>\n<p>Shares of AppHarvest had a solid gain of more than 8% on Monday afternoon. The stock only recently came public through a merger with aspecial purpose acquisition company, and this was the first chance that investors had to see the sustainable-farming company's full potential.</p>\n<p>AppHarvest released its first-quarter financial reporton Monday, and shareholders liked what they saw. The company posted $2.3 million in revenue in its first operational quarter, selling 3.8 million pounds of tomatoes from its first greenhouse facility in Kentucky. AppHarvest posted considerable losses, as expected, but it has high hopes for the future.</p>\n<p>In particular, AppHarvest said that it had fully planted its 60-acre facility as of the first week of May, which should lead to capacity harvests for the foreseeable future as indoor farming makes all-year growing possible. The company has seen strong demand from customers like grocery-giant<b>Kroger</b>&nbsp;and fast-food restaurant chain<b>Wendy's</b>&nbsp;and anticipates more interest as it develops additional facilities.</p>\n<p>AppHarvest won't be profitable in the near term, but shareholders are still excited about its growth potential. With sustainable farming potentially making it possible to feed an increasingly hungry world, the stock is an interesting way to invest in agriculture.</p>\n<p>Here's a healthy pick</p>\n<p>Meanwhile, Summit Therapeutics did even better, as its stock soared 22%. The developmental-stage biopharmaceutical company's financial report didn't feature very attractive numbers, but investors are optimistic about the progress it has made recently.</p>\n<p>Summit's financials were predictably ugly. Revenue was just $192,000, leading to losses of $17.5 million. Summit is burning cash to conduct clinical trials, and until one of the treatments in the company's pipeline pans out, investors can expect those losses to continue. However, the company noted that CEO and majority shareholder Robert Duggan provided an additional $55 million in debt financing during the first three months of 2021, helping to boost Summit's cash levels back above the $100 million mark.</p>\n<p>Moreover, Summit had promising news in its business update. Phase 3 trials for its ridinilazole antibiotic are ongoing, with support from the federal government's Biomedical Advanced Research and Development Authority. Moreover, the company just launched a new study for adolescents, hoping to establish a favorable safety profile as a complement to its concurrent phase 3 program.</p>\n<p>Summit's share price has been volatile as investors try to determine whether the company will find success with its clinical program. As with most companies in the industry, Summit could see either massive upside or suffer big losses depending on what happens with ridinilazole and the other candidates in its pipeline.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>These 2 Nasdaq Stock Winners Could Change the World</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\">\nThese 2 Nasdaq Stock Winners Could Change the World\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-18 11:37 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/05/17/these-2-nasdaq-stock-winners-could-change-world/><strong>fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The stock market had a tough day on Monday, and once again, negative attention centered on theNasdaq Composite(NASDAQINDEX:^IXIC). The index's 1% drop as of 2:15 p.m. EDT was bigger than what other ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/05/17/these-2-nasdaq-stock-winners-could-change-world/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SMMT":"Summit Therapeutics PLC"},"source_url":"https://www.fool.com/investing/2021/05/17/these-2-nasdaq-stock-winners-could-change-world/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157626171","content_text":"The stock market had a tough day on Monday, and once again, negative attention centered on theNasdaq Composite(NASDAQINDEX:^IXIC). The index's 1% drop as of 2:15 p.m. EDT was bigger than what other major market benchmarks faced, in part because the appetite for high-priced stocks seems to have waned considerably over the past few months.\nHowever, a couple of Nasdaq stocks were big winners on Monday, and they both have innovative business models that could have a positive influence on the world. AppHarvest(NASDAQ:APPH) and Summit Therapeutics(NASDAQ:SMMT)had notable gains to start the week. Below, we'll go into the details to see why investors are paying close attention to these two Nasdaq winners.\nInvestors are feeding on this stock\nShares of AppHarvest had a solid gain of more than 8% on Monday afternoon. The stock only recently came public through a merger with aspecial purpose acquisition company, and this was the first chance that investors had to see the sustainable-farming company's full potential.\nAppHarvest released its first-quarter financial reporton Monday, and shareholders liked what they saw. The company posted $2.3 million in revenue in its first operational quarter, selling 3.8 million pounds of tomatoes from its first greenhouse facility in Kentucky. AppHarvest posted considerable losses, as expected, but it has high hopes for the future.\nIn particular, AppHarvest said that it had fully planted its 60-acre facility as of the first week of May, which should lead to capacity harvests for the foreseeable future as indoor farming makes all-year growing possible. The company has seen strong demand from customers like grocery-giantKroger and fast-food restaurant chainWendy's and anticipates more interest as it develops additional facilities.\nAppHarvest won't be profitable in the near term, but shareholders are still excited about its growth potential. With sustainable farming potentially making it possible to feed an increasingly hungry world, the stock is an interesting way to invest in agriculture.\nHere's a healthy pick\nMeanwhile, Summit Therapeutics did even better, as its stock soared 22%. The developmental-stage biopharmaceutical company's financial report didn't feature very attractive numbers, but investors are optimistic about the progress it has made recently.\nSummit's financials were predictably ugly. Revenue was just $192,000, leading to losses of $17.5 million. Summit is burning cash to conduct clinical trials, and until one of the treatments in the company's pipeline pans out, investors can expect those losses to continue. However, the company noted that CEO and majority shareholder Robert Duggan provided an additional $55 million in debt financing during the first three months of 2021, helping to boost Summit's cash levels back above the $100 million mark.\nMoreover, Summit had promising news in its business update. Phase 3 trials for its ridinilazole antibiotic are ongoing, with support from the federal government's Biomedical Advanced Research and Development Authority. Moreover, the company just launched a new study for adolescents, hoping to establish a favorable safety profile as a complement to its concurrent phase 3 program.\nSummit's share price has been volatile as investors try to determine whether the company will find success with its clinical program. As with most companies in the industry, Summit could see either massive upside or suffer big losses depending on what happens with ridinilazole and the other candidates in its pipeline.","news_type":1},"isVote":1,"tweetType":1,"viewCount":420,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":195060172,"gmtCreate":1621240233696,"gmtModify":1704354463790,"author":{"id":"3579847774906377","authorId":"3579847774906377","authorIdStr":"3579847774906377","name":"sqtan","avatar":"https://static.tigerbbs.com/32bd142742d4c9dd3925e4cc32b92c04","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579847774906377"},"themes":[],"htmlText":"Bitcoins or dogecoin?","listText":"Bitcoins or dogecoin?","text":"Bitcoins or dogecoin?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/195060172","repostId":"1193810245","repostType":4,"isVote":1,"tweetType":1,"viewCount":448,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":190060091,"gmtCreate":1620553815313,"gmtModify":1704344927547,"author":{"id":"3579847774906377","authorId":"3579847774906377","authorIdStr":"3579847774906377","name":"sqtan","avatar":"https://static.tigerbbs.com/32bd142742d4c9dd3925e4cc32b92c04","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579847774906377"},"themes":[],"htmlText":"Rise like crypto","listText":"Rise like crypto","text":"Rise like crypto","images":[{"img":"https://static.tigerbbs.com/11df16d45f8039432f6aa055b89a4ec6","width":"1125","height":"2587"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/190060091","isVote":1,"tweetType":1,"viewCount":603,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":190087890,"gmtCreate":1620553763010,"gmtModify":1704344926737,"author":{"id":"3579847774906377","authorId":"3579847774906377","authorIdStr":"3579847774906377","name":"sqtan","avatar":"https://static.tigerbbs.com/32bd142742d4c9dd3925e4cc32b92c04","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579847774906377"},"themes":[],"htmlText":"To the moon","listText":"To the moon","text":"To the moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/190087890","repostId":"1117194592","repostType":4,"repost":{"id":"1117194592","pubTimestamp":1620443747,"share":"https://ttm.financial/m/news/1117194592?lang=&edition=fundamental","pubTime":"2021-05-08 11:15","market":"us","language":"en","title":"Forget Dogecoin -- This Stock Is a Better Buy","url":"https://stock-news.laohu8.com/highlight/detail?id=1117194592","media":"fool","summary":"It's probably a safe bet to say that many of the buyers of Dogecoin did so because they are hoping t","content":"<p>It's probably a safe bet to say that many of the buyers of&nbsp;<b>Dogecoin</b>&nbsp;did so because they are hoping the meme cryptocurrency will go \"to the moon.\" But it'shard to make a real investment casefor something that jumps -- or drops -- 26% in value in the course of a day's trading just becauseElon MuskorMark Cubanmentions it in a tweet.</p><p>Investors looking for a moonshot investment would be better served to take a flier on a company in a sector that promises to create a fundamental shift in an existing industry. Electric vehicle (EV) sales are expected to jump from 1.7 million in 2020 to 8.5 million just by 2025, and to 26 million 10 years from now, according to industry research provider<i>BloombergNEF</i>. And the firm expects EV sales to more than double again in the following 10 years.</p><p>Charging station network leader&nbsp;<b>ChargePoint Holdings</b>(NYSE:CHPT)&nbsp;is established in the business, and investors in this company could ride the explosive EV growth trend.</p><p><b>De-SPAC results</b></p><p>ChargePoint went public on March 1 through a special purpose acquisition company (SPAC) merger. But unlike somede-SPAC companiesin the EV space, the company has so far met its sales expectations and kept its future outlook unchanged. That's because it was already an established business before going public, with more than 4,000 commercial and fleet customers, and more than 132,000 charging locations on its network in North America and Europe.</p><p>There is, and will be, plenty of competition in this space. But ChargePoint exists as one of the largest compared to other domestic and international players. Past and estimated future revenue of several in the sector are shown below.</p><table><tbody><tr><th>Company</th><th>2021 Revenue Estimate (million)</th><th>2020 Revenue (million)</th></tr><tr><td>ChargePoint</td><td>$200</td><td>$146</td></tr><tr><td>EVBox</td><td>$145</td><td>$84</td></tr><tr><td>Volta</td><td>$47</td><td>$25</td></tr><tr><td>EVgo</td><td>$20</td><td>$14</td></tr><tr><td>Blink Charging</td><td>NP*</td><td>$6.2</td></tr></tbody></table><p>DATA SOURCE: COMPANY FINANCIALS. *NOT PROVIDED</p><p><b>ChargePoint is the current favorite</b></p><p>ChargePoint already has a large lead in North America with a 70% share of Level 2 charging networks, which use 240-volt power. Its comprehensive network of offerings also includes more than 2,000 publicly available fast-charging stations. Its suite of products caters to the needs of EV fleet owners, parking operators, and consumers, as well as corporations and municipalities.</p><p>And in a sign of how large the market can grow, President Joe Biden has proposed installing 500,000 new charging stations in the U.S. as part of an infrastructure initiative. He also intends to electrify bus fleets and government vehicle fleets. While ChargePoint supports the infrastructure package, and would almost certainly be a beneficiary of its passage, the company doesn't need that catalyst for its charging network to grow rapidly.</p><p><b>Investors should play the odds and think long-term</b></p><p>Betting on the EV sector is not a short-term strategy. But if the exponential global growth to more than 54 million vehicles by 2040 materializes, today's high valuations in the sector could eventually be more than justified. Just looking at the two with the highest and lowest 2020 revenue, respectively, theprice-to-sales ratiosare about 50 for ChargePoint, but 250 for&nbsp;<b>Blink Charging</b>(NASDAQ:BLNK).</p><p>A bet on the charging network sector has no guarantee of success, of course. It's possible that automakers will try to have proprietary networks similar to&nbsp;<b>Tesla</b>'s(NASDAQ:TSLA)supercharger network model. But asautomakersramp up EV production, it would seem to make more sense for them to focus on what they know best, potentially including battery production.</p><p>For an investor wanting to speculate for big gains, charging companies have an established business in a quickly growing sector. Dogecoin keeps going up as Elon Musk or others excite retail trader interest. But if that's the only reason it's rising, it can't continue long term. A charging company like ChargePoint should have better odds at providing long-term gains.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Forget Dogecoin -- This Stock Is a Better Buy</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nForget Dogecoin -- This Stock Is a Better Buy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-08 11:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/05/07/forget-dogecoin-this-stock-is-a-better-buy/><strong>fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It's probably a safe bet to say that many of the buyers of Dogecoin did so because they are hoping the meme cryptocurrency will go \"to the moon.\" But it'shard to make a real investment casefor ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/05/07/forget-dogecoin-this-stock-is-a-better-buy/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CHPT":"ChargePoint Holdings Inc."},"source_url":"https://www.fool.com/investing/2021/05/07/forget-dogecoin-this-stock-is-a-better-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117194592","content_text":"It's probably a safe bet to say that many of the buyers of Dogecoin did so because they are hoping the meme cryptocurrency will go \"to the moon.\" But it'shard to make a real investment casefor something that jumps -- or drops -- 26% in value in the course of a day's trading just becauseElon MuskorMark Cubanmentions it in a tweet.Investors looking for a moonshot investment would be better served to take a flier on a company in a sector that promises to create a fundamental shift in an existing industry. Electric vehicle (EV) sales are expected to jump from 1.7 million in 2020 to 8.5 million just by 2025, and to 26 million 10 years from now, according to industry research providerBloombergNEF. And the firm expects EV sales to more than double again in the following 10 years.Charging station network leader ChargePoint Holdings(NYSE:CHPT) is established in the business, and investors in this company could ride the explosive EV growth trend.De-SPAC resultsChargePoint went public on March 1 through a special purpose acquisition company (SPAC) merger. But unlike somede-SPAC companiesin the EV space, the company has so far met its sales expectations and kept its future outlook unchanged. That's because it was already an established business before going public, with more than 4,000 commercial and fleet customers, and more than 132,000 charging locations on its network in North America and Europe.There is, and will be, plenty of competition in this space. But ChargePoint exists as one of the largest compared to other domestic and international players. Past and estimated future revenue of several in the sector are shown below.Company2021 Revenue Estimate (million)2020 Revenue (million)ChargePoint$200$146EVBox$145$84Volta$47$25EVgo$20$14Blink ChargingNP*$6.2DATA SOURCE: COMPANY FINANCIALS. *NOT PROVIDEDChargePoint is the current favoriteChargePoint already has a large lead in North America with a 70% share of Level 2 charging networks, which use 240-volt power. Its comprehensive network of offerings also includes more than 2,000 publicly available fast-charging stations. Its suite of products caters to the needs of EV fleet owners, parking operators, and consumers, as well as corporations and municipalities.And in a sign of how large the market can grow, President Joe Biden has proposed installing 500,000 new charging stations in the U.S. as part of an infrastructure initiative. He also intends to electrify bus fleets and government vehicle fleets. While ChargePoint supports the infrastructure package, and would almost certainly be a beneficiary of its passage, the company doesn't need that catalyst for its charging network to grow rapidly.Investors should play the odds and think long-termBetting on the EV sector is not a short-term strategy. But if the exponential global growth to more than 54 million vehicles by 2040 materializes, today's high valuations in the sector could eventually be more than justified. Just looking at the two with the highest and lowest 2020 revenue, respectively, theprice-to-sales ratiosare about 50 for ChargePoint, but 250 for Blink Charging(NASDAQ:BLNK).A bet on the charging network sector has no guarantee of success, of course. It's possible that automakers will try to have proprietary networks similar to Tesla's(NASDAQ:TSLA)supercharger network model. But asautomakersramp up EV production, it would seem to make more sense for them to focus on what they know best, potentially including battery production.For an investor wanting to speculate for big gains, charging companies have an established business in a quickly growing sector. Dogecoin keeps going up as Elon Musk or others excite retail trader interest. But if that's the only reason it's rising, it can't continue long term. A charging company like ChargePoint should have better odds at providing long-term gains.","news_type":1},"isVote":1,"tweetType":1,"viewCount":447,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":103235911,"gmtCreate":1619785539633,"gmtModify":1704272331618,"author":{"id":"3579847774906377","authorId":"3579847774906377","authorIdStr":"3579847774906377","name":"sqtan","avatar":"https://static.tigerbbs.com/32bd142742d4c9dd3925e4cc32b92c04","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579847774906377"},"themes":[],"htmlText":"Earning releasing on 4 may. Please like and comments","listText":"Earning releasing on 4 may. Please like and comments","text":"Earning releasing on 4 may. Please like and comments","images":[{"img":"https://static.tigerbbs.com/05e1d5c00355eb8899fc9346882311a8","width":"1125","height":"2677"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/103235911","isVote":1,"tweetType":1,"viewCount":579,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":103232854,"gmtCreate":1619785491378,"gmtModify":1704272330115,"author":{"id":"3579847774906377","authorId":"3579847774906377","authorIdStr":"3579847774906377","name":"sqtan","avatar":"https://static.tigerbbs.com/32bd142742d4c9dd3925e4cc32b92c04","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579847774906377"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/103232854","repostId":"1143088814","repostType":4,"repost":{"id":"1143088814","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":1619780407,"share":"https://ttm.financial/m/news/1143088814?lang=&edition=fundamental","pubTime":"2021-04-30 19:00","market":"us","language":"en","title":"Chevron profit drops on weaker refining margins, storm hit","url":"https://stock-news.laohu8.com/highlight/detail?id=1143088814","media":"Reuters","summary":"Chevron Corp’s first-quarter profit fell 29% compared with the same period a year ago as gains from ","content":"<p>Chevron Corp’s first-quarter profit fell 29% compared with the same period a year ago as gains from oil and gas prices were undercut by weaker refining margins, production losses and the impact of an asset sale that benefited results last year.</p>\n<p>Oil companies are generally enjoying a recovery in energy prices, up at least a third this year, after the pandemic hammered demand at the start of 2020. Chevron and its peers slashed spending, paving the way for several firms to post sharply better results.</p>\n<p>But as European rivals topped forecasts, Chevron’s earnings declined on winter storm production losses, weaker margins and the absence of asset and tax items that benefited year-ago profit.</p>\n<p>“Results were down from a year ago due in part to ongoing downstream margin and volume effects resulting from the pandemic and the impacts of winter storm Uri,” said Michael Wirth, Chevron’s chief executive officer.</p>\n<p>A U.S. winter storm that halted some output cost $300 million in lost production and repairs, said finance chief Pierre Breber. “That’s lost production in the Permian Basin and lost production in refining and chemicals,” he said.</p>\n<p>ADVERTISEMENT</p>\n<p>Chevron, the second-largest U.S. oil producer, reported a profit of $1.72 billion, or 90 cents per share, compared with $2.45 billion, or $1.31 per share, a year earlier. Year-ago results included about $680 million in asset sales and favorable tax items.</p>\n<p>Net profit was $1.4 billion, or 72 cents a share, down from $3.6 billion, or $1.93 cents a share, a year earlier.</p>\n<p>Chevron’s cash flow from operations, at $4.2 billion, was more than $1 billion below Wall Street forecasts, according to Refinitiv IBES data. Its expenses for debt costs, employee pension and benefits more than doubled to $978 million.</p>\n<p>Its weaker earnings contrasted those at BP, Royal Dutch Shell and Total, which posted results that topped year-ago levels. BP nearly tripled earnings while Total posted a 69% gain.</p>\n<p>Chevron’s refining eked out a $5 million profit, down from $1.1 billion a year ago, as the pandemic continued to mute demand for jet fuel, diesel and gasoline and the winter storm hurt U.S. operations.</p>\n<p>Earnings from oil and gas production fell 20% despite price gains as non-U.S. operations suffered from declining volumes, foreign currency impacts and the absence of an asset sales gain. The unit benefited from higher oil volumes from the acquisition of Noble Energy in October.</p>\n<p>Chevron said capital spending for the first quarter was $2.5 billion, down from $4.4 billion in the same period last year.</p>\n<p>The company will restrain spending this year, including in U.S. shale. “The stock markets are not sending a signal to us or our sector to increase capital,” Breber said.</p>\n<p>Chevron is looking toward a “sustained global recovery” before increasing activity, Breber said, adding that OPEC and allies are easing their oil production curbs.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Chevron profit drops on weaker refining margins, storm hit</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nChevron profit drops on weaker refining margins, storm hit\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-04-30 19:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Chevron Corp’s first-quarter profit fell 29% compared with the same period a year ago as gains from oil and gas prices were undercut by weaker refining margins, production losses and the impact of an asset sale that benefited results last year.</p>\n<p>Oil companies are generally enjoying a recovery in energy prices, up at least a third this year, after the pandemic hammered demand at the start of 2020. Chevron and its peers slashed spending, paving the way for several firms to post sharply better results.</p>\n<p>But as European rivals topped forecasts, Chevron’s earnings declined on winter storm production losses, weaker margins and the absence of asset and tax items that benefited year-ago profit.</p>\n<p>“Results were down from a year ago due in part to ongoing downstream margin and volume effects resulting from the pandemic and the impacts of winter storm Uri,” said Michael Wirth, Chevron’s chief executive officer.</p>\n<p>A U.S. winter storm that halted some output cost $300 million in lost production and repairs, said finance chief Pierre Breber. “That’s lost production in the Permian Basin and lost production in refining and chemicals,” he said.</p>\n<p>ADVERTISEMENT</p>\n<p>Chevron, the second-largest U.S. oil producer, reported a profit of $1.72 billion, or 90 cents per share, compared with $2.45 billion, or $1.31 per share, a year earlier. Year-ago results included about $680 million in asset sales and favorable tax items.</p>\n<p>Net profit was $1.4 billion, or 72 cents a share, down from $3.6 billion, or $1.93 cents a share, a year earlier.</p>\n<p>Chevron’s cash flow from operations, at $4.2 billion, was more than $1 billion below Wall Street forecasts, according to Refinitiv IBES data. Its expenses for debt costs, employee pension and benefits more than doubled to $978 million.</p>\n<p>Its weaker earnings contrasted those at BP, Royal Dutch Shell and Total, which posted results that topped year-ago levels. BP nearly tripled earnings while Total posted a 69% gain.</p>\n<p>Chevron’s refining eked out a $5 million profit, down from $1.1 billion a year ago, as the pandemic continued to mute demand for jet fuel, diesel and gasoline and the winter storm hurt U.S. operations.</p>\n<p>Earnings from oil and gas production fell 20% despite price gains as non-U.S. operations suffered from declining volumes, foreign currency impacts and the absence of an asset sales gain. The unit benefited from higher oil volumes from the acquisition of Noble Energy in October.</p>\n<p>Chevron said capital spending for the first quarter was $2.5 billion, down from $4.4 billion in the same period last year.</p>\n<p>The company will restrain spending this year, including in U.S. shale. “The stock markets are not sending a signal to us or our sector to increase capital,” Breber said.</p>\n<p>Chevron is looking toward a “sustained global recovery” before increasing activity, Breber said, adding that OPEC and allies are easing their oil production curbs.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CVX":"雪佛龙"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143088814","content_text":"Chevron Corp’s first-quarter profit fell 29% compared with the same period a year ago as gains from oil and gas prices were undercut by weaker refining margins, production losses and the impact of an asset sale that benefited results last year.\nOil companies are generally enjoying a recovery in energy prices, up at least a third this year, after the pandemic hammered demand at the start of 2020. Chevron and its peers slashed spending, paving the way for several firms to post sharply better results.\nBut as European rivals topped forecasts, Chevron’s earnings declined on winter storm production losses, weaker margins and the absence of asset and tax items that benefited year-ago profit.\n“Results were down from a year ago due in part to ongoing downstream margin and volume effects resulting from the pandemic and the impacts of winter storm Uri,” said Michael Wirth, Chevron’s chief executive officer.\nA U.S. winter storm that halted some output cost $300 million in lost production and repairs, said finance chief Pierre Breber. “That’s lost production in the Permian Basin and lost production in refining and chemicals,” he said.\nADVERTISEMENT\nChevron, the second-largest U.S. oil producer, reported a profit of $1.72 billion, or 90 cents per share, compared with $2.45 billion, or $1.31 per share, a year earlier. Year-ago results included about $680 million in asset sales and favorable tax items.\nNet profit was $1.4 billion, or 72 cents a share, down from $3.6 billion, or $1.93 cents a share, a year earlier.\nChevron’s cash flow from operations, at $4.2 billion, was more than $1 billion below Wall Street forecasts, according to Refinitiv IBES data. Its expenses for debt costs, employee pension and benefits more than doubled to $978 million.\nIts weaker earnings contrasted those at BP, Royal Dutch Shell and Total, which posted results that topped year-ago levels. BP nearly tripled earnings while Total posted a 69% gain.\nChevron’s refining eked out a $5 million profit, down from $1.1 billion a year ago, as the pandemic continued to mute demand for jet fuel, diesel and gasoline and the winter storm hurt U.S. operations.\nEarnings from oil and gas production fell 20% despite price gains as non-U.S. operations suffered from declining volumes, foreign currency impacts and the absence of an asset sales gain. The unit benefited from higher oil volumes from the acquisition of Noble Energy in October.\nChevron said capital spending for the first quarter was $2.5 billion, down from $4.4 billion in the same period last year.\nThe company will restrain spending this year, including in U.S. shale. “The stock markets are not sending a signal to us or our sector to increase capital,” Breber said.\nChevron is looking toward a “sustained global recovery” before increasing activity, Breber said, adding that OPEC and allies are easing their oil production curbs.","news_type":1},"isVote":1,"tweetType":1,"viewCount":151,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":100755277,"gmtCreate":1619652424199,"gmtModify":1704727303695,"author":{"id":"3579847774906377","authorId":"3579847774906377","authorIdStr":"3579847774906377","name":"sqtan","avatar":"https://static.tigerbbs.com/32bd142742d4c9dd3925e4cc32b92c04","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579847774906377"},"themes":[],"htmlText":"Like comments!&nbsp;","listText":"Like comments!&nbsp;","text":"Like comments!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/100755277","repostId":"1137964402","repostType":4,"repost":{"id":"1137964402","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":1619651546,"share":"https://ttm.financial/m/news/1137964402?lang=&edition=fundamental","pubTime":"2021-04-29 07:12","market":"us","language":"en","title":"Apple reports another blowout quarter with sales up 54%, authorizes $90 billion in share buybacks","url":"https://stock-news.laohu8.com/highlight/detail?id=1137964402","media":"Tiger Newspress","summary":"Apple reported a blowout quarter on Wednesday, announcing companywide sales up 54% higher than last year, and significantly stronger profits than Wall Street expected.Apple did not issue official guidance for what it expects in the quarter ending in June.Apple authorized $90 billion in share buybacks.Apple stock rose over 4% at one point in extended trading.Apple reported double-digit growth in every single one of its product categories, and its most important product line, the iPhone, was up 65","content":"<p><b>KEY POINTS</b></p><ul><li>Apple reported a blowout quarter on Wednesday, announcing companywide sales up 54% higher than last year, and&nbsp;significantly stronger profits than Wall Street expected.</li><li>Apple did not issue official guidance for what it expects in the quarter ending in June.</li><li>Apple authorized $90 billion in share buybacks.</li></ul><p>Apple&nbsp;reported&nbsp;a blowout quarter&nbsp;on Wednesday, announcing companywide sales up 54% higher than last year, and&nbsp;significantly stronger profits than Wall Street expected.</p><p>Apple stock rose over 4% at one point in extended trading.</p><p><img src=\"https://static.tigerbbs.com/4e791f63f460807906f1793c2d58933e\" tg-width=\"1302\" tg-height=\"833\"></p><p>Apple reported double-digit growth in every single one of its product categories, and its&nbsp;most important product line, the iPhone, was up 65.5% from last year. Its Mac and iPad sales&nbsp;did&nbsp;better, with its computers up 70.1% and iPad&nbsp;sales&nbsp;growing nearly 79% on an annual basis.</p><p>Apple said it would increase its dividend by 7%&nbsp;to $0.22 per share&nbsp;and authorized $90 billion in share buybacks, which is significantly higher than last year’s $50 billion outlay&nbsp;and 2019′s $75 billion.</p><p>Here’s how Apple did versus Refinitiv estimates:</p><ul><li><b>EPS</b>:&nbsp;$1.40&nbsp;vs. $0.99 estimated</li><li><b>Revenue</b>:&nbsp;$89.58&nbsp;billion&nbsp;vs. $77.36&nbsp;billion&nbsp;estimated, up 53.7% year-over-year</li><li><b>iPhone revenue</b>:&nbsp;$47.94 billion&nbsp;vs. $41.43&nbsp;billion&nbsp;estimated, up&nbsp;65.5% year-over-year</li><li><b>Services revenue</b>:&nbsp;$16.90 billion&nbsp;vs. $15.57&nbsp;billion&nbsp;estimated, up 26.7% year over&nbsp;year</li><li><b>Other Products revenue</b>:&nbsp;$7.83&nbsp;billion&nbsp;vs. $7.79&nbsp;billion&nbsp;estimated,&nbsp;up 24%&nbsp;year-over-year</li><li><b>Mac revenue</b>:&nbsp;$9.10&nbsp;billion&nbsp;vs. $6.86&nbsp;billion&nbsp;estimated, up 70.1% year-over-year</li><li><b>iPad revenue</b>:&nbsp;$7.80 billion&nbsp;vs. $5.58&nbsp;billion&nbsp;estimated, up 78.9% year-over-year</li><li><b>Gross margin</b>:&nbsp;42.5% vs. 39.8%&nbsp;estimated</li></ul><p>Apple did not issue official guidance for what it expects in the quarter ending in June. It hasn’t provided revenue&nbsp;guidance since the start of the pandemic, citing uncertainty.&nbsp;This is Apple’s second quarter in a row with double-digit growth in all product categories.&nbsp;Apple CFO Luca Maestri told analysts that the company expects June quarter revenue to rise by double digits year-over-year, although it faces some supply shortages due to the worldwide chip shortage.</p><p>Apple has said in the past months that its business has been boosted by the pandemic as consumers&nbsp;and businesses&nbsp;bought&nbsp;computers&nbsp;to work and entertain themselves while at home. But Apple’s strong results in the quarter suggest that the trend may persist as more economies&nbsp;open up.</p><p>Or, as Apple CEO Tim Cook said in a statement: “This quarter reflects both the enduring ways our products have helped our users meet this&nbsp;moment in their own lives, as well as the optimism consumers seem to feel about better days&nbsp;ahead for all of us.”</p><p>Mac sales were up 70%, and Cook said that the result was “fueled by” the company’s introduction of its Mac&nbsp;laptops&nbsp;that used its own M1 chips&nbsp;for longer battery life, instead of processors sold by&nbsp;Intel.&nbsp;iPad sales were up&nbsp;nearly 79% year-over-year.</p><p>Neither of those&nbsp;results&nbsp;include iPad Pro or iMac models the company announced in March, which are expected to drive additional demand.</p><p>“We’re seeing strong first-time buyers on the Mac&nbsp;…&nbsp;it continues to run just south of 50%,” Cook told CNBC’s Josh Lipton. “And, in China, it’s even higher than that&nbsp;…&nbsp;it’s more around two-thirds. And that speaks to people preferring to work on the Mac.”</p><p>Apple’s iPhone also reported strong results this quarter, quelling fears that the current annual cycle could slow down. Last year, Apple released iPhones with a new exterior design and 5G support, which many investors believed could prompt a major upgrade cycle, which this quarter’s results indicate.</p><p>In greater China, which includes the mainland, Hong Kong, and Taiwan,&nbsp;Apple’s revenue increased over&nbsp;87% year-over-year to $17.73 billion, although the comparison is to a quarter last year in which China was largely shut down in the early days of the pandemic.&nbsp;Every other geographical category, including the Americas and Europe, were also up on an annual basis.</p><p><img src=\"https://static.tigerbbs.com/37a8b45c92174e3c9ab224d9a85f5e2d\" tg-width=\"1910\" tg-height=\"1114\" referrerpolicy=\"no-referrer\"></p><p>Apple’s&nbsp;high-margin&nbsp;services business, including iCloud, App Store, and subscriptions like Apple Music, also showed 26.7% growth.</p><p>One metric that Apple uses to show the growth in services is the number of subscriptions it has, which not only include its own subscriptions like Apple One, but also subscriptions through its App Store.</p><p>“We now have over 660 million paid subscriptions across the services on the platform, and that’s up 40 million from the previous quarter, which is an acceleration from 35 million,” Cook told CNBC.</p><p>However, Apple’s App Store has been challenged by lawmakers and companies that say it costs too much and has too much power. A closely-watched trial with Fortnite maker Epic Games over App Store policies kicks off next week.</p><p>“The App Store has been an economic miracle. Last year, the estimates are that there was over a half a trillion dollars of economic activity because of the store. And, so, this has been just an economic gamechanger for not only the United States, but several countries around the world. And, we’re going to go in and tell our story. And we’ll see where it goes. But, we’re confident,” Cook told CNBC.</p><p>Apple’s gross margin was also unusually elevated for the company. Most quarters, it tends to be in the 38% to 39% range, but in the quarter ending in March, Apple reported 42.5% margins.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple reports another blowout quarter with sales up 54%, authorizes $90 billion in share buybacks</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 reports another blowout quarter with sales up 54%, authorizes $90 billion in share buybacks\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-04-29 07:12</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><b>KEY POINTS</b></p><ul><li>Apple reported a blowout quarter on Wednesday, announcing companywide sales up 54% higher than last year, and&nbsp;significantly stronger profits than Wall Street expected.</li><li>Apple did not issue official guidance for what it expects in the quarter ending in June.</li><li>Apple authorized $90 billion in share buybacks.</li></ul><p>Apple&nbsp;reported&nbsp;a blowout quarter&nbsp;on Wednesday, announcing companywide sales up 54% higher than last year, and&nbsp;significantly stronger profits than Wall Street expected.</p><p>Apple stock rose over 4% at one point in extended trading.</p><p><img src=\"https://static.tigerbbs.com/4e791f63f460807906f1793c2d58933e\" tg-width=\"1302\" tg-height=\"833\"></p><p>Apple reported double-digit growth in every single one of its product categories, and its&nbsp;most important product line, the iPhone, was up 65.5% from last year. Its Mac and iPad sales&nbsp;did&nbsp;better, with its computers up 70.1% and iPad&nbsp;sales&nbsp;growing nearly 79% on an annual basis.</p><p>Apple said it would increase its dividend by 7%&nbsp;to $0.22 per share&nbsp;and authorized $90 billion in share buybacks, which is significantly higher than last year’s $50 billion outlay&nbsp;and 2019′s $75 billion.</p><p>Here’s how Apple did versus Refinitiv estimates:</p><ul><li><b>EPS</b>:&nbsp;$1.40&nbsp;vs. $0.99 estimated</li><li><b>Revenue</b>:&nbsp;$89.58&nbsp;billion&nbsp;vs. $77.36&nbsp;billion&nbsp;estimated, up 53.7% year-over-year</li><li><b>iPhone revenue</b>:&nbsp;$47.94 billion&nbsp;vs. $41.43&nbsp;billion&nbsp;estimated, up&nbsp;65.5% year-over-year</li><li><b>Services revenue</b>:&nbsp;$16.90 billion&nbsp;vs. $15.57&nbsp;billion&nbsp;estimated, up 26.7% year over&nbsp;year</li><li><b>Other Products revenue</b>:&nbsp;$7.83&nbsp;billion&nbsp;vs. $7.79&nbsp;billion&nbsp;estimated,&nbsp;up 24%&nbsp;year-over-year</li><li><b>Mac revenue</b>:&nbsp;$9.10&nbsp;billion&nbsp;vs. $6.86&nbsp;billion&nbsp;estimated, up 70.1% year-over-year</li><li><b>iPad revenue</b>:&nbsp;$7.80 billion&nbsp;vs. $5.58&nbsp;billion&nbsp;estimated, up 78.9% year-over-year</li><li><b>Gross margin</b>:&nbsp;42.5% vs. 39.8%&nbsp;estimated</li></ul><p>Apple did not issue official guidance for what it expects in the quarter ending in June. It hasn’t provided revenue&nbsp;guidance since the start of the pandemic, citing uncertainty.&nbsp;This is Apple’s second quarter in a row with double-digit growth in all product categories.&nbsp;Apple CFO Luca Maestri told analysts that the company expects June quarter revenue to rise by double digits year-over-year, although it faces some supply shortages due to the worldwide chip shortage.</p><p>Apple has said in the past months that its business has been boosted by the pandemic as consumers&nbsp;and businesses&nbsp;bought&nbsp;computers&nbsp;to work and entertain themselves while at home. But Apple’s strong results in the quarter suggest that the trend may persist as more economies&nbsp;open up.</p><p>Or, as Apple CEO Tim Cook said in a statement: “This quarter reflects both the enduring ways our products have helped our users meet this&nbsp;moment in their own lives, as well as the optimism consumers seem to feel about better days&nbsp;ahead for all of us.”</p><p>Mac sales were up 70%, and Cook said that the result was “fueled by” the company’s introduction of its Mac&nbsp;laptops&nbsp;that used its own M1 chips&nbsp;for longer battery life, instead of processors sold by&nbsp;Intel.&nbsp;iPad sales were up&nbsp;nearly 79% year-over-year.</p><p>Neither of those&nbsp;results&nbsp;include iPad Pro or iMac models the company announced in March, which are expected to drive additional demand.</p><p>“We’re seeing strong first-time buyers on the Mac&nbsp;…&nbsp;it continues to run just south of 50%,” Cook told CNBC’s Josh Lipton. “And, in China, it’s even higher than that&nbsp;…&nbsp;it’s more around two-thirds. And that speaks to people preferring to work on the Mac.”</p><p>Apple’s iPhone also reported strong results this quarter, quelling fears that the current annual cycle could slow down. Last year, Apple released iPhones with a new exterior design and 5G support, which many investors believed could prompt a major upgrade cycle, which this quarter’s results indicate.</p><p>In greater China, which includes the mainland, Hong Kong, and Taiwan,&nbsp;Apple’s revenue increased over&nbsp;87% year-over-year to $17.73 billion, although the comparison is to a quarter last year in which China was largely shut down in the early days of the pandemic.&nbsp;Every other geographical category, including the Americas and Europe, were also up on an annual basis.</p><p><img src=\"https://static.tigerbbs.com/37a8b45c92174e3c9ab224d9a85f5e2d\" tg-width=\"1910\" tg-height=\"1114\" referrerpolicy=\"no-referrer\"></p><p>Apple’s&nbsp;high-margin&nbsp;services business, including iCloud, App Store, and subscriptions like Apple Music, also showed 26.7% growth.</p><p>One metric that Apple uses to show the growth in services is the number of subscriptions it has, which not only include its own subscriptions like Apple One, but also subscriptions through its App Store.</p><p>“We now have over 660 million paid subscriptions across the services on the platform, and that’s up 40 million from the previous quarter, which is an acceleration from 35 million,” Cook told CNBC.</p><p>However, Apple’s App Store has been challenged by lawmakers and companies that say it costs too much and has too much power. A closely-watched trial with Fortnite maker Epic Games over App Store policies kicks off next week.</p><p>“The App Store has been an economic miracle. Last year, the estimates are that there was over a half a trillion dollars of economic activity because of the store. And, so, this has been just an economic gamechanger for not only the United States, but several countries around the world. And, we’re going to go in and tell our story. And we’ll see where it goes. But, we’re confident,” Cook told CNBC.</p><p>Apple’s gross margin was also unusually elevated for the company. Most quarters, it tends to be in the 38% to 39% range, but in the quarter ending in March, Apple reported 42.5% margins.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137964402","content_text":"KEY POINTSApple reported a blowout quarter on Wednesday, announcing companywide sales up 54% higher than last year, and significantly stronger profits than Wall Street expected.Apple did not issue official guidance for what it expects in the quarter ending in June.Apple authorized $90 billion in share buybacks.Apple reported a blowout quarter on Wednesday, announcing companywide sales up 54% higher than last year, and significantly stronger profits than Wall Street expected.Apple stock rose over 4% at one point in extended trading.Apple reported double-digit growth in every single one of its product categories, and its most important product line, the iPhone, was up 65.5% from last year. Its Mac and iPad sales did better, with its computers up 70.1% and iPad sales growing nearly 79% on an annual basis.Apple said it would increase its dividend by 7% to $0.22 per share and authorized $90 billion in share buybacks, which is significantly higher than last year’s $50 billion outlay and 2019′s $75 billion.Here’s how Apple did versus Refinitiv estimates:EPS: $1.40 vs. $0.99 estimatedRevenue: $89.58 billion vs. $77.36 billion estimated, up 53.7% year-over-yeariPhone revenue: $47.94 billion vs. $41.43 billion estimated, up 65.5% year-over-yearServices revenue: $16.90 billion vs. $15.57 billion estimated, up 26.7% year over yearOther Products revenue: $7.83 billion vs. $7.79 billion estimated, up 24% year-over-yearMac revenue: $9.10 billion vs. $6.86 billion estimated, up 70.1% year-over-yeariPad revenue: $7.80 billion vs. $5.58 billion estimated, up 78.9% year-over-yearGross margin: 42.5% vs. 39.8% estimatedApple did not issue official guidance for what it expects in the quarter ending in June. It hasn’t provided revenue guidance since the start of the pandemic, citing uncertainty. This is Apple’s second quarter in a row with double-digit growth in all product categories. Apple CFO Luca Maestri told analysts that the company expects June quarter revenue to rise by double digits year-over-year, although it faces some supply shortages due to the worldwide chip shortage.Apple has said in the past months that its business has been boosted by the pandemic as consumers and businesses bought computers to work and entertain themselves while at home. But Apple’s strong results in the quarter suggest that the trend may persist as more economies open up.Or, as Apple CEO Tim Cook said in a statement: “This quarter reflects both the enduring ways our products have helped our users meet this moment in their own lives, as well as the optimism consumers seem to feel about better days ahead for all of us.”Mac sales were up 70%, and Cook said that the result was “fueled by” the company’s introduction of its Mac laptops that used its own M1 chips for longer battery life, instead of processors sold by Intel. iPad sales were up nearly 79% year-over-year.Neither of those results include iPad Pro or iMac models the company announced in March, which are expected to drive additional demand.“We’re seeing strong first-time buyers on the Mac … it continues to run just south of 50%,” Cook told CNBC’s Josh Lipton. “And, in China, it’s even higher than that … it’s more around two-thirds. And that speaks to people preferring to work on the Mac.”Apple’s iPhone also reported strong results this quarter, quelling fears that the current annual cycle could slow down. Last year, Apple released iPhones with a new exterior design and 5G support, which many investors believed could prompt a major upgrade cycle, which this quarter’s results indicate.In greater China, which includes the mainland, Hong Kong, and Taiwan, Apple’s revenue increased over 87% year-over-year to $17.73 billion, although the comparison is to a quarter last year in which China was largely shut down in the early days of the pandemic. Every other geographical category, including the Americas and Europe, were also up on an annual basis.Apple’s high-margin services business, including iCloud, App Store, and subscriptions like Apple Music, also showed 26.7% growth.One metric that Apple uses to show the growth in services is the number of subscriptions it has, which not only include its own subscriptions like Apple One, but also subscriptions through its App Store.“We now have over 660 million paid subscriptions across the services on the platform, and that’s up 40 million from the previous quarter, which is an acceleration from 35 million,” Cook told CNBC.However, Apple’s App Store has been challenged by lawmakers and companies that say it costs too much and has too much power. A closely-watched trial with Fortnite maker Epic Games over App Store policies kicks off next week.“The App Store has been an economic miracle. Last year, the estimates are that there was over a half a trillion dollars of economic activity because of the store. And, so, this has been just an economic gamechanger for not only the United States, but several countries around the world. And, we’re going to go in and tell our story. And we’ll see where it goes. But, we’re confident,” Cook told CNBC.Apple’s gross margin was also unusually elevated for the company. Most quarters, it tends to be in the 38% to 39% range, but in the quarter ending in March, Apple reported 42.5% margins.","news_type":1},"isVote":1,"tweetType":1,"viewCount":325,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3561854020621600","authorId":"3561854020621600","authorIdStr":"3561854020621600","name":"Junyuan","avatar":"https://static.tigerbbs.com/c179e227f6a29483eb37ac7860e9eef2","crmLevel":2,"crmLevelSwitch":0,"idStr":"3561854020621600"},"content":"Lime and comment thx","text":"Lime and comment thx","html":"Lime and comment thx"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":100752727,"gmtCreate":1619652392069,"gmtModify":1704727303209,"author":{"id":"3579847774906377","authorId":"3579847774906377","authorIdStr":"3579847774906377","name":"sqtan","avatar":"https://static.tigerbbs.com/32bd142742d4c9dd3925e4cc32b92c04","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579847774906377"},"themes":[],"htmlText":"Tesla FTW! Like and comments","listText":"Tesla FTW! Like and comments","text":"Tesla FTW! Like and comments","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/100752727","repostId":"1155904518","repostType":2,"repost":{"id":"1155904518","pubTimestamp":1619582445,"share":"https://ttm.financial/m/news/1155904518?lang=&edition=fundamental","pubTime":"2021-04-28 12:00","market":"us","language":"en","title":"Tesla: The Good, The Bad, And The Ugly","url":"https://stock-news.laohu8.com/highlight/detail?id=1155904518","media":"seekingalpha","summary":"Summary\n\nTesla's Q1 results beat on the top line and the bottom line. But what does a more in-depth ","content":"<p><b>Summary</b></p>\n<ul>\n <li>Tesla's Q1 results beat on the top line and the bottom line. But what does a more in-depth look tell us about Tesla's business?</li>\n <li>There are positive surprises, but also major issues that materialize once we delve into the numbers.</li>\n <li>We highlight the major reasons for concern and what we believe should be done with Tesla's stock.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/28e82f148a617efbe1a779ff650d2e1c\" tg-width=\"768\" tg-height=\"512\"><span>Photo by Dean Mouhtaropoulos/Getty Images News via Getty Images</span></p>\n<p><b>Article Thesis</b></p>\n<p>Tesla (TSLA) reported its first-quarter results that beat on both the top line and the bottom line, showcasing healthy growth versus the previous year's quarter. A more in-depth look shows that not everything was rosy. In this article, I'll take a deeper look at the good things and the bad things investors should keep an eye on when considering an investment in Tesla, or when thinking about what to do with an existing Tesla investment.</p>\n<p><b>The Good</b></p>\n<p><b>Outperforming ASP Estimates</b></p>\n<p>Tesla had already announced that it grew its deliveries massively year over year, but the company nevertheless managed to beat revenue estimates, if only slightly. Revenues rose 74% year over year, which was a strong showing, even for a growth stock. The fact that Tesla was able to beat revenue estimates despite already having announced delivery numbers for the quarter shows that the company was able to outperform analyst estimates when it comes to average sales prices. It thus seems that the company was less impacted by some price adjustments compared to what analysts had expected. This is good news for Tesla, after all a higher average sales price is great for its margins.</p>\n<p><b>Healthy Cash Flows And Balance Sheet</b></p>\n<p>Tesla was, in previous years, oftentimes criticized for its lack of durable cash flows. More bearish analysts had oftentimes commented that the company's inability to finance capital expenditures from operating cash flows alone was a major issue. This has changed in the recent past, and in Q1, Tesla again showed that it was able to generate all the cash that the company needs to pay its factory capex:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/16458a6ad0a9d6a8d3f6a44ffc2aa5d0\" tg-width=\"640\" tg-height=\"340\"><span>Source: Tesla presentation</span></p>\n<p>Tesla's operating cash flows were $300 million higher than its capital expenditures, resulting in a small positive free cash flow for the quarter. That was less compared to the previous quarter, but we should consider that Tesla's business is seasonal to some degree - sales are usually the lowest in Q1, which is why that is a weaker quarter cash-flow-wise. Comparing this year's Q1 to the previous year's Q1 shows an encouraging improvement in Tesla's cash generation ability.</p>\n<p>We can also take a look at how Tesla's balance sheet is doing. With $17 billion in cash and equivalents, Tesla has ample liquidity to finance its near-term cash needs, e.g. for the buildout of its factories in Austin and Berlin. I don't see any basis for claims that Tesla was in financial trouble or anything like that - the combination of a sizeable cash position and positive, albeit small, free cash flows is looking healthy. In case Tesla needs additional cash for whatever reason, the company could also most likely easily do another secondary - 2020's secondary didn't hurt the stock price at all.</p>\n<p><b>The Bad</b></p>\n<p><b>High Dependence On Regulatory Credit Sales</b></p>\n<p>Looking at Tesla's income statement, we see that Tesla has, despite showing healthy business growth, not yet managed to become profitable (to a significant degree) on the auto sales side when regulatory credit sales are backed out:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a6cf5dcc33a3d1624093febaab7843b7\" tg-width=\"640\" tg-height=\"357\"><span>Source: Tesla presentation</span></p>\n<p>During the first quarter, regulatory credit sales of $520 million outpaced Tesla's net income by $80 million. When we assume that Tesla has likely paid taxes of around 20%, then we get to a pre-tax profit estimate of $550 million. In other words, once regulatory credit sales are backed out, Tesla more or less managed to break even (we can't say for sure until we see the 10-Q and the taxes Tesla paid). No matter what, it seems clear that profitability without regulatory credit sales was weak. This is a problem due to two reasons.</p>\n<p>First, regulatory credit sales will likely not be an ever-lasting source of revenue. If EVs will continue to make big gains in the automobile market, there will be more and more regulatory credit sales that can be sold, and there will be fewer and fewer legacy auto companies that need them. This should eventually make this market dry up, thus this part of Tesla's business will likely not be long-lasting.</p>\n<p>Second, the weak profitability without regulatory credit sales shows that the theory that Tesla's profitability will improve massively with scale seems a little adventurous. Tesla's operating profits ex regulatory credit sales improved by just $140 million between Q1 2020 and Q1 2021. If growing delivery numbers by more than 100% year over year and adding $4.4 billion in sales adds just $140 million in operating profits, then that doesn't tell a great story about how Tesla's auto business will become widely profitable with increasing scale. Instead, it looks like profitability (ex regulatory credit sales) improved only marginally, despite a huge increase in Tesla's deliveries and revenues. Operating leverage doesn't seem to be a huge driver of profitability here - unlike, for example, with many highly-valued software stocks, where additional revenues have an outsized impact on profits.</p>\n<p><b>Ex-Auto Businesses Are Losing More Money</b></p>\n<p>In my view, Tesla is a car company - after all, that is where most of its revenues are generated, at about 90%. Some bulls, however, think that Tesla should be seen as an integrated energy company, a tech company, etc. One can make arguments for that, although I still believe that the high dependency on regular auto sales clearly qualifies Tesla as a car company primarily.</p>\n<p>No matter what you think about how Tesla should be qualified, one thing seems pretty clear: The non-auto ventures are money-burning activities:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/21de975474beff2fdf5c3cb16bc13b64\" tg-width=\"640\" tg-height=\"342\"><span>Source: Tesla presentation</span></p>\n<p>From the above slide, we can deduct that the non-auto ventures contributed about $1.4 billion in revenues during the quarter. That was up from $0.9 billion during the previous year's quarter, and flat on a sequential basis. The non-auto ventures, such as batteries for energy storage and solar panels, thus delivered some business growth on a year-over-year basis. At the same time, however, these businesses seem to be structurally unprofitable. They generated<i>negative gross profits of $170 million</i>during the first quarter, up from a negative gross profit of $80 million during the previous year's quarter.</p>\n<p>In other words, Tesla's non-auto businesses grew, but lost more money - even before operating expenses and attributable interest expenses are accounted for. I don't see any reason to believe that a business that is regularly losing money on a gross profit basis - i.e. even before R&amp;D, sales, administrative expenses, etc. could become widely profitable in the foreseeable future. On top of that, the fact that gross profits got even further into negative territory despite the added scale shows that this isn't an issue that can be easily solved by growing the business to profitability - at least so far, more growth has led to more losses.</p>\n<p>It is possible that Tesla is able to eventually turn these businesses around, but the path to that seems quite hard from what we can tell. So far, it looks like these businesses are structurally unprofitable, and it is thus not easy to argue that they should be worth a lot.</p>\n<p><b>The Ugly</b></p>\n<p>Tesla isn't a bad company - it has turned from a startup to a market leader in EVs, surpassing many legacy auto companies on the way. The company also managed to build a valuable brand (although some others are still way more valuable). The company should be complemented for these achievements, and I don't think there's a good reason to trash the company.</p>\n<p>When we look at Tesla's valuation, however, it seems pretty clear to me that this stock is way overvalued. Tesla is valued at $700+ billion, despite being only marginally profitable without regulatory credit sales. The company, with annual sales of about 800,000 vehicles, is valued at several times as much as Toyota (TM) or Volkswagen (OTCPK:VWAGY), which sell about 10 million vehicles a year each - and they are massively more profitable than Tesla at the same time.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cece9001c5e284c98dce11735d632420\" tg-width=\"635\" tg-height=\"436\"><span>Data by YCharts</span></p>\n<p>Comparing Tesla and Toyota, we see that the latter is valued at roughly 1/20th of how Tesla is valued, relative to the revenues these two companies generate. Massive growth is already priced into Tesla's shares, but it isn't clear whether Tesla will indeed sell many millions of cars in the foreseeable future.</p>\n<p>Due to growing competition from all sides, including legacy auto, new startups, and tech mega-corps such as Apple (AAPL), Tesla's growth could easily slow down in coming years. When we also factor in the weak profitability of Tesla's business once regulatory credit sales have run their course, I don't see any good reason why this company should be valued at anywhere close to $700 billion. I thus believe that Tesla isn't a bad company - but a very overvalued one for sure.</p>\n<p><b>Takeaway</b></p>\n<p>Tesla's Q1 wasn't outright bad - there were positives, such as average sales prices that beat expectations. There also were negatives, however, that shouldn't be ignored by bulls, such as weak profitability without regulatory credit sales, or the issues in Tesla's non-auto businesses.</p>\n<p>When we factor in Tesla's extremely high valuation - the stock trades for more than 1000 times trailing earnings - it seems to me that Tesla is a stock that should be avoided at current prices. If I held a position, I'd lock in gains, as downside risk seems quite pronounced here.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla: The Good, The Bad, And The Ugly</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: The Good, The Bad, And The Ugly\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-28 12:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4421799-tesla-earnings-good-bad-and-ugly><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nTesla's Q1 results beat on the top line and the bottom line. But what does a more in-depth look tell us about Tesla's business?\nThere are positive surprises, but also major issues that ...</p>\n\n<a href=\"https://seekingalpha.com/article/4421799-tesla-earnings-good-bad-and-ugly\">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"},"source_url":"https://seekingalpha.com/article/4421799-tesla-earnings-good-bad-and-ugly","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1155904518","content_text":"Summary\n\nTesla's Q1 results beat on the top line and the bottom line. But what does a more in-depth look tell us about Tesla's business?\nThere are positive surprises, but also major issues that materialize once we delve into the numbers.\nWe highlight the major reasons for concern and what we believe should be done with Tesla's stock.\n\nPhoto by Dean Mouhtaropoulos/Getty Images News via Getty Images\nArticle Thesis\nTesla (TSLA) reported its first-quarter results that beat on both the top line and the bottom line, showcasing healthy growth versus the previous year's quarter. A more in-depth look shows that not everything was rosy. In this article, I'll take a deeper look at the good things and the bad things investors should keep an eye on when considering an investment in Tesla, or when thinking about what to do with an existing Tesla investment.\nThe Good\nOutperforming ASP Estimates\nTesla had already announced that it grew its deliveries massively year over year, but the company nevertheless managed to beat revenue estimates, if only slightly. Revenues rose 74% year over year, which was a strong showing, even for a growth stock. The fact that Tesla was able to beat revenue estimates despite already having announced delivery numbers for the quarter shows that the company was able to outperform analyst estimates when it comes to average sales prices. It thus seems that the company was less impacted by some price adjustments compared to what analysts had expected. This is good news for Tesla, after all a higher average sales price is great for its margins.\nHealthy Cash Flows And Balance Sheet\nTesla was, in previous years, oftentimes criticized for its lack of durable cash flows. More bearish analysts had oftentimes commented that the company's inability to finance capital expenditures from operating cash flows alone was a major issue. This has changed in the recent past, and in Q1, Tesla again showed that it was able to generate all the cash that the company needs to pay its factory capex:\nSource: Tesla presentation\nTesla's operating cash flows were $300 million higher than its capital expenditures, resulting in a small positive free cash flow for the quarter. That was less compared to the previous quarter, but we should consider that Tesla's business is seasonal to some degree - sales are usually the lowest in Q1, which is why that is a weaker quarter cash-flow-wise. Comparing this year's Q1 to the previous year's Q1 shows an encouraging improvement in Tesla's cash generation ability.\nWe can also take a look at how Tesla's balance sheet is doing. With $17 billion in cash and equivalents, Tesla has ample liquidity to finance its near-term cash needs, e.g. for the buildout of its factories in Austin and Berlin. I don't see any basis for claims that Tesla was in financial trouble or anything like that - the combination of a sizeable cash position and positive, albeit small, free cash flows is looking healthy. In case Tesla needs additional cash for whatever reason, the company could also most likely easily do another secondary - 2020's secondary didn't hurt the stock price at all.\nThe Bad\nHigh Dependence On Regulatory Credit Sales\nLooking at Tesla's income statement, we see that Tesla has, despite showing healthy business growth, not yet managed to become profitable (to a significant degree) on the auto sales side when regulatory credit sales are backed out:\nSource: Tesla presentation\nDuring the first quarter, regulatory credit sales of $520 million outpaced Tesla's net income by $80 million. When we assume that Tesla has likely paid taxes of around 20%, then we get to a pre-tax profit estimate of $550 million. In other words, once regulatory credit sales are backed out, Tesla more or less managed to break even (we can't say for sure until we see the 10-Q and the taxes Tesla paid). No matter what, it seems clear that profitability without regulatory credit sales was weak. This is a problem due to two reasons.\nFirst, regulatory credit sales will likely not be an ever-lasting source of revenue. If EVs will continue to make big gains in the automobile market, there will be more and more regulatory credit sales that can be sold, and there will be fewer and fewer legacy auto companies that need them. This should eventually make this market dry up, thus this part of Tesla's business will likely not be long-lasting.\nSecond, the weak profitability without regulatory credit sales shows that the theory that Tesla's profitability will improve massively with scale seems a little adventurous. Tesla's operating profits ex regulatory credit sales improved by just $140 million between Q1 2020 and Q1 2021. If growing delivery numbers by more than 100% year over year and adding $4.4 billion in sales adds just $140 million in operating profits, then that doesn't tell a great story about how Tesla's auto business will become widely profitable with increasing scale. Instead, it looks like profitability (ex regulatory credit sales) improved only marginally, despite a huge increase in Tesla's deliveries and revenues. Operating leverage doesn't seem to be a huge driver of profitability here - unlike, for example, with many highly-valued software stocks, where additional revenues have an outsized impact on profits.\nEx-Auto Businesses Are Losing More Money\nIn my view, Tesla is a car company - after all, that is where most of its revenues are generated, at about 90%. Some bulls, however, think that Tesla should be seen as an integrated energy company, a tech company, etc. One can make arguments for that, although I still believe that the high dependency on regular auto sales clearly qualifies Tesla as a car company primarily.\nNo matter what you think about how Tesla should be qualified, one thing seems pretty clear: The non-auto ventures are money-burning activities:\nSource: Tesla presentation\nFrom the above slide, we can deduct that the non-auto ventures contributed about $1.4 billion in revenues during the quarter. That was up from $0.9 billion during the previous year's quarter, and flat on a sequential basis. The non-auto ventures, such as batteries for energy storage and solar panels, thus delivered some business growth on a year-over-year basis. At the same time, however, these businesses seem to be structurally unprofitable. They generatednegative gross profits of $170 millionduring the first quarter, up from a negative gross profit of $80 million during the previous year's quarter.\nIn other words, Tesla's non-auto businesses grew, but lost more money - even before operating expenses and attributable interest expenses are accounted for. I don't see any reason to believe that a business that is regularly losing money on a gross profit basis - i.e. even before R&D, sales, administrative expenses, etc. could become widely profitable in the foreseeable future. On top of that, the fact that gross profits got even further into negative territory despite the added scale shows that this isn't an issue that can be easily solved by growing the business to profitability - at least so far, more growth has led to more losses.\nIt is possible that Tesla is able to eventually turn these businesses around, but the path to that seems quite hard from what we can tell. So far, it looks like these businesses are structurally unprofitable, and it is thus not easy to argue that they should be worth a lot.\nThe Ugly\nTesla isn't a bad company - it has turned from a startup to a market leader in EVs, surpassing many legacy auto companies on the way. The company also managed to build a valuable brand (although some others are still way more valuable). The company should be complemented for these achievements, and I don't think there's a good reason to trash the company.\nWhen we look at Tesla's valuation, however, it seems pretty clear to me that this stock is way overvalued. Tesla is valued at $700+ billion, despite being only marginally profitable without regulatory credit sales. The company, with annual sales of about 800,000 vehicles, is valued at several times as much as Toyota (TM) or Volkswagen (OTCPK:VWAGY), which sell about 10 million vehicles a year each - and they are massively more profitable than Tesla at the same time.\nData by YCharts\nComparing Tesla and Toyota, we see that the latter is valued at roughly 1/20th of how Tesla is valued, relative to the revenues these two companies generate. Massive growth is already priced into Tesla's shares, but it isn't clear whether Tesla will indeed sell many millions of cars in the foreseeable future.\nDue to growing competition from all sides, including legacy auto, new startups, and tech mega-corps such as Apple (AAPL), Tesla's growth could easily slow down in coming years. When we also factor in the weak profitability of Tesla's business once regulatory credit sales have run their course, I don't see any good reason why this company should be valued at anywhere close to $700 billion. I thus believe that Tesla isn't a bad company - but a very overvalued one for sure.\nTakeaway\nTesla's Q1 wasn't outright bad - there were positives, such as average sales prices that beat expectations. There also were negatives, however, that shouldn't be ignored by bulls, such as weak profitability without regulatory credit sales, or the issues in Tesla's non-auto businesses.\nWhen we factor in Tesla's extremely high valuation - the stock trades for more than 1000 times trailing earnings - it seems to me that Tesla is a stock that should be avoided at current prices. If I held a position, I'd lock in gains, as downside risk seems quite pronounced here.","news_type":1},"isVote":1,"tweetType":1,"viewCount":273,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":377976662,"gmtCreate":1619492875456,"gmtModify":1704724861846,"author":{"id":"3579847774906377","authorId":"3579847774906377","authorIdStr":"3579847774906377","name":"sqtan","avatar":"https://static.tigerbbs.com/32bd142742d4c9dd3925e4cc32b92c04","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579847774906377"},"themes":[],"htmlText":"Like and comments!&nbsp;","listText":"Like and comments!&nbsp;","text":"Like and comments!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":6,"repostSize":0,"link":"https://ttm.financial/post/377976662","repostId":"1176949477","repostType":4,"isVote":1,"tweetType":1,"viewCount":470,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":374281000,"gmtCreate":1619448454400,"gmtModify":1704724103907,"author":{"id":"3579847774906377","authorId":"3579847774906377","authorIdStr":"3579847774906377","name":"sqtan","avatar":"https://static.tigerbbs.com/32bd142742d4c9dd3925e4cc32b92c04","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579847774906377"},"themes":[],"htmlText":"NFT. Will it rise?","listText":"NFT. Will it rise?","text":"NFT. Will it rise?","images":[{"img":"https://static.tigerbbs.com/410108b4531913a12d3fe1699edd00cf","width":"1125","height":"2800"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/374281000","isVote":1,"tweetType":1,"viewCount":169,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":374283444,"gmtCreate":1619448424088,"gmtModify":1704724104393,"author":{"id":"3579847774906377","authorId":"3579847774906377","authorIdStr":"3579847774906377","name":"sqtan","avatar":"https://static.tigerbbs.com/32bd142742d4c9dd3925e4cc32b92c04","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579847774906377"},"themes":[],"htmlText":"Like and comments","listText":"Like and comments","text":"Like and comments","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/374283444","repostId":"1184404050","repostType":4,"repost":{"id":"1184404050","pubTimestamp":1619319329,"share":"https://ttm.financial/m/news/1184404050?lang=&edition=fundamental","pubTime":"2021-04-25 10:55","market":"us","language":"en","title":"What to watch in the markets this week","url":"https://stock-news.laohu8.com/highlight/detail?id=1184404050","media":"CNBC","summary":"The last week of April will be extremely busy for markets with a third of the S&P 500 reporting earnings, a Federal Reserve meeting, and new spending and tax proposals from the White House.Big Tech is a highlight of the earnings calendar, with Apple, Microsoft, Amazon, Facebook and Alphabet all releasing results.The Fed is not expected to take any action, but economists expect it to defend its policy to let inflation run hot.There is some key data including first-quarter gross domestic product a","content":"<div>\n<p>KEY POINTSThe last week of April will be extremely busy for markets with a third of the S&P 500 reporting earnings, a Federal Reserve meeting, and new spending and tax proposals from the White House....</p>\n\n<a href=\"https://www.cnbc.com/2021/04/23/taxes-and-inflation-will-be-key-themes-for-markets-in-the-week-ahead.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhat to watch in the markets this week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-25 10:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/04/23/taxes-and-inflation-will-be-key-themes-for-markets-in-the-week-ahead.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSThe last week of April will be extremely busy for markets with a third of the S&P 500 reporting earnings, a Federal Reserve meeting, and new spending and tax proposals from the White House....</p>\n\n<a href=\"https://www.cnbc.com/2021/04/23/taxes-and-inflation-will-be-key-themes-for-markets-in-the-week-ahead.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯","GOOG":"谷歌",".SPX":"S&P 500 Index","GOOGL":"谷歌A","AAPL":"苹果","TSLA":"特斯拉","AMZN":"亚马逊"},"source_url":"https://www.cnbc.com/2021/04/23/taxes-and-inflation-will-be-key-themes-for-markets-in-the-week-ahead.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1184404050","content_text":"KEY POINTSThe last week of April will be extremely busy for markets with a third of the S&P 500 reporting earnings, a Federal Reserve meeting, and new spending and tax proposals from the White House.Big Tech is a highlight of the earnings calendar, with Apple, Microsoft, Amazon, Facebook and Alphabet all releasing results.The Fed is not expected to take any action, but economists expect it to defend its policy to let inflation run hot.There is some key data including first-quarter gross domestic product and the Fed’s favorite inflation measure: the personal consumption expenditures deflator.The final week of April is going to be a busy one for markets with a Federal Reserve meeting and a deluge of earnings news.Hot topics in markets will continue to be inflation and taxes.President Joe Biden is expected to detail his “American Families Plan” and the tax increases to pay for it, including a much higher capital gains tax for the wealthy.The plan is the second part of his Build Back Better agenda and will include new spending proposals aimed at helping families. The president addresses a joint session of Congress Wednesday evening.It’s a huge week for earnings with about a third of the S&P 500 reporting, including Big Tech names, such as Apple,Microsoft,Alphabet and Amazon.As many have already done, firms like Boeing, Ford,Caterpillar and McDonald’s, are likely to detail cost pressures they are facing from rising materials and transportation costs and supply chain disruptions.At the same time, the Fed is expected to defend its policy of letting inflation run hot, while assuring markets it sees the pick-up in prices as only temporary. The central bank meets on Tuesday and Wednesday.The central bank takes the main stage“I think the Fed would like not to be a feature next week, but the Fed will be forced from the background because of concerns about inflation,” said Diane Swonk, chief economist at Grant Thornton.The central bank is not expected to make any policy moves, but Fed Chairman Jerome Powell’s press briefing following the meeting Wednesday will be closely watched.So far, the barrage of earnings news has been positive, with 86% of companies reporting earnings beats. Corporate profits are expected to be up about 33.9% for the first quarter, based on estimates and actual reports, according to Refinitiv. Revenues are about 9.9% higher.There is important inflation data Friday when the Fed’s preferred inflation gauge is reported.The personal consumption expenditure report is expected to show a 1.8% rise in core inflation, still below the Fed’s target of 2%. Other data releases include the first-quarter gross domestic product on Thursday, which is expected to have grown by 6.5%, according to Dow Jones.“I think the Fed has no urgency to shift monetary policy at this point,” said Ian Lyngen, head of U.S. rates strategy at BMO. “The Fed needs to acknowledge that the data is improving. We had a strong first quarter.”“The Fed needs to acknowledge that but at the same time they’re keeping extremely accommodative policy in place, so they’ll have to make a note to the fact that the easy policy is warranted,” he said.Lyngen said the Fed will likely point to continued concerns about the pandemic globally as a potential risk to the economic recovery.Powell is also expected to once more explain that the Fed will let inflation rise above its 2% target for a period of time before it raises rates so that the economy can have more time to heal. “It’s going to be a challenge for the Fed,” said Swonk.The base effects for the next several months will make inflation appear to have jumped sharply because of the comparison to a weak period last year. The consumer price index for April could be above 3%, compared to 2.6% last month, Swonk added.“The Fed is trying to let a lot more people get out onto the dance floor before it calls ‘last call,’” she said. “Really what Powell has been saying since day one is if we take care of people on the margins and bring them back into the labor force, the rest will take care of itself.”Stocks were slightly lower in the past week, and Treasury yields held at lower levels. The 10-year yield,which moves opposite price, was at 1.55% Friday.The S&P 500was down 0.1%, ending the week at 4,180, while Nasdaq Composite was down nearly 0.3% at 14,016. The Dow was off just shy of 0.5% at 34,043.Tax hike prospectsStocks were hit hard on Thursday when after a news report said that Biden is expected to propose a capital gains tax rate of 39.6% for people earning more than $1 million a year.Combined with the 3.8% net investment income tax, the new levy would more than double the long term capital gains rate of 20% or the richest Americans.Strategists said Biden is expected to propose raising the income tax rate for those earning more than $400,000.“I think a lot of people are starting to price in the risk there going to be a significant increase in both corporate and capital gains taxes,” said Lyngen.So far, companies have not provided much in the way of commentary on the proposed hike in corporate taxes to 28% from 21% but they have been talking about other costs.David Bianco, chief investment strategist for the Americas at DWS, said he expects larger companies will do better dealing with supply chain constraints than smaller ones. Big Tech is also likely to fare better during the semiconductor shortage than auto makers, which have already announced production shutdowns, he said.“Next week is tech week. I think we’re going to get down on our knees and just be in awe of their business models and their ability to grow at a behemoth scale,” Bianco said.He said he’s not in favor of Wall Street’s popular trade into cyclicals and out of growth. He still favors growth.“We’re overweight equities really because we’re concerned about rising interest rates,” Bianco said. “I’m not bullish in that I expect the market to rise that much from here.”“We stuck with growth and dug deeper into bond substitutes, utilities, staples, real estate,” he said, adding he is underweight industrials, energy and materials. “Energy is doomed. It’s being nationalized via regulation. I do like industrials, they are well-run companies, but I do think infrastructure spending expectations for classic infrastructure are too high.”He also said industrials are good businesses, but the stocks have become overvalued.Bianco said he likes big box stores, but smaller retailers are facing big challenges that were already impacting them prior to Covid. He also finds small biotech firms attractive.“I like healthcare stocks. Those valuations are reasonable. People have been paranoid about politicians beating on them since 1992. They manage through it and lately they’ve been delivering,” he said.Week ahead calendarMondayEarnings:Tesla,Canadian National Railway, Canon,Check Point Software,Otis Worldwide, Vale,Ameriprise,NXP Semiconductor,Albertsons, Royal Phillips8:30 a.m. Durable goodsTuesdayFOMC begins two day meetingEarnings:Microsoft,Alphabet,Visa,Amgen,Advanced Micro Devices,3M,General Electric,Eli Lilly, Hasbro,United Parcel Service,BP,Novartis,JetBlue,Pultegroup,Archer Daniels Midland,Waste Management,Starbucks,Texas Instrument,Chubb,Mondelez,FireEye,Corning,Raytheon9:00 a.m. S&P/Case-Shiller9:00 a.m. FHFA home prices10:00 a.m. Consumer confidence10:00 a.m. Housing vacanciesWednesdayEarnings:Apple, Boeing,Facebook,Qualcomm,Ford,MGM Resorts,Humana,Norfolk Southern,General Dynamics,Boston Scientific, eBay, Samsung Electronics, GlaxoSmithKline,Yum Brands, SiriusXM, Aflac,Cheesecake Factory,Community Health System,CIT Group,Entergy,CME Group,Hess,Ryder System8:30 a.m. Advance economic indicators2:00 p.m. Fed statement2:30 p.m. Fed Chairman Jerome Powell briefingThursdayEarnings:Amazon,Caterpillar,McDonald’s,Twitter,Bristol-Myers Squibb,Comcast,Merck,Northrop Grumman, Airbus,Kraft Heinz,Intercontinental Exchange,Mastercard,Gilead Sciences,U.S. Steel, Cirrus Logic,Texas Roadhouse, Cabot Oil, PG&E,Royal Dutch Shell,Church & Dwight, Carlyle Group,Southern Co.8:30 a.m. Initial jobless claims8:30 a.m. Real GDP Q110:00 a.m. Pending home salesFridayEarnings:ExxonMobil,Chevron,Colgate-Palmolive,AstraZeneca,Clorox,Barclays, AbbVie, BNP Paribas,Weyerhaeuser,Illinois Tool Works, CBOE Global Markets, Lazard,Newell Brands,Aon,LyondellBasell,Pitney Bowes,Phillips 66,Charter Communications8:30 a.m. Personal income and spending8:30 a.m. Employment cost index Q19:45 a.m. Chicago PMI10:00 a.m. Consumer sentimentSaturdayEarnings:Berkshire Hathaway","news_type":1},"isVote":1,"tweetType":1,"viewCount":310,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":375575896,"gmtCreate":1619378212815,"gmtModify":1704722936180,"author":{"id":"3579847774906377","authorId":"3579847774906377","authorIdStr":"3579847774906377","name":"sqtan","avatar":"https://static.tigerbbs.com/32bd142742d4c9dd3925e4cc32b92c04","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579847774906377"},"themes":[],"htmlText":"Spaceeee","listText":"Spaceeee","text":"Spaceeee","images":[{"img":"https://static.tigerbbs.com/a1b9e5605b54a036f708749547518aac","width":"1125","height":"2725"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/375575896","isVote":1,"tweetType":1,"viewCount":187,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":375575133,"gmtCreate":1619378155222,"gmtModify":1704722936017,"author":{"id":"3579847774906377","authorId":"3579847774906377","authorIdStr":"3579847774906377","name":"sqtan","avatar":"https://static.tigerbbs.com/32bd142742d4c9dd3925e4cc32b92c04","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579847774906377"},"themes":[],"htmlText":"Oh no","listText":"Oh no","text":"Oh no","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/375575133","repostId":"1101099559","repostType":4,"repost":{"id":"1101099559","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":1619191663,"share":"https://ttm.financial/m/news/1101099559?lang=&edition=fundamental","pubTime":"2021-04-23 23:27","market":"us","language":"en","title":"Dow rebounds 200 points led by banks and tech as market shrugs off higher tax fears","url":"https://stock-news.laohu8.com/highlight/detail?id=1101099559","media":"Tiger Newspress","summary":"U.S. stocks rebounded on Friday as Wall Street reassessed concerns arising from news that the White ","content":"<p>U.S. stocks rebounded on Friday as Wall Street reassessed concerns arising from news that the White House could seek a hike to the capital gains tax.</p><p>The Dow Jones Industrial Average gained 200 points amid a jump in Goldman Sachs and Apple shares. The S&amp;P 500 rose 1% led by financials and technology shares, while the tech-heavy Nasdaq Composite climbed 1.2%.</p><p>Wall Street came off a turbulent session for equities after multiple news outlets reported Thursday afternoon that President Joe Biden is slated to propose much higher capital gains taxes for the rich.</p><p>Bloomberg News reported that Biden is planning a&nbsp;capital gains tax hike to as high as 43.4%&nbsp;for wealthy Americans.</p><p>The proposal would hike the capital gains rate to 39.6% for&nbsp;those earning $1 million or more, up from 20% currently, according to Bloomberg News, citing people familiar with the matter. Reuters and the New York Times later also reported similar stories.</p><p>“We expect Congress will pass a scaled back version of this tax increase,” wrote Goldman Sachs economists in a note. “We expect Congress will settle on a more modest increase, potentially around 28%.”</p><p>Week to date, the three major averages are all down about 1%.</p><p>Intel shares dropped more than 5% after it issued second-quarter earnings guidance&nbsp;below analysts’ hopes. American Express fell over 4% after the credit card company reported quarterly revenue that was slightly short of forecasts.</p><p>Snap shares, meanwhile, jumped 9% after it said&nbsp;it saw accelerating revenue growth and strong user numbers during the first quarter. Snap broke even on the bottom line while posting revenue of $770 million.</p><p>Corporations have for the most part managed to beat Wall Street’s forecasts thus far into earnings season. Still, strong first-quarter results have been met with a more tepid response from investors, who have not, to date, snapped up shares of companies with some of the best results.</p><p>Strategists say already-high valuations and near-record-high levels on the S&amp;P 500 and Dow have kept traders’ enthusiasm in check. But indexes are within 1.5% of their all-time highs even after Thursday’s losses.</p><p>Bitcoin&nbsp;plunged overnight, perhaps in part because of concerns about higher capital gains taxes, with the cryptocurrency last down about 8%, according to CoinMetrics. Other cryptocurrencies like Ethereum were also getting hit. So far, the sell-off there was not spilling over into other risk assets like equities.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Dow rebounds 200 points led by banks and tech as market shrugs off higher tax fears</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDow rebounds 200 points led by banks and tech as market shrugs off higher tax fears\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-04-23 23:27</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>U.S. stocks rebounded on Friday as Wall Street reassessed concerns arising from news that the White House could seek a hike to the capital gains tax.</p><p>The Dow Jones Industrial Average gained 200 points amid a jump in Goldman Sachs and Apple shares. The S&amp;P 500 rose 1% led by financials and technology shares, while the tech-heavy Nasdaq Composite climbed 1.2%.</p><p>Wall Street came off a turbulent session for equities after multiple news outlets reported Thursday afternoon that President Joe Biden is slated to propose much higher capital gains taxes for the rich.</p><p>Bloomberg News reported that Biden is planning a&nbsp;capital gains tax hike to as high as 43.4%&nbsp;for wealthy Americans.</p><p>The proposal would hike the capital gains rate to 39.6% for&nbsp;those earning $1 million or more, up from 20% currently, according to Bloomberg News, citing people familiar with the matter. Reuters and the New York Times later also reported similar stories.</p><p>“We expect Congress will pass a scaled back version of this tax increase,” wrote Goldman Sachs economists in a note. “We expect Congress will settle on a more modest increase, potentially around 28%.”</p><p>Week to date, the three major averages are all down about 1%.</p><p>Intel shares dropped more than 5% after it issued second-quarter earnings guidance&nbsp;below analysts’ hopes. American Express fell over 4% after the credit card company reported quarterly revenue that was slightly short of forecasts.</p><p>Snap shares, meanwhile, jumped 9% after it said&nbsp;it saw accelerating revenue growth and strong user numbers during the first quarter. Snap broke even on the bottom line while posting revenue of $770 million.</p><p>Corporations have for the most part managed to beat Wall Street’s forecasts thus far into earnings season. Still, strong first-quarter results have been met with a more tepid response from investors, who have not, to date, snapped up shares of companies with some of the best results.</p><p>Strategists say already-high valuations and near-record-high levels on the S&amp;P 500 and Dow have kept traders’ enthusiasm in check. But indexes are within 1.5% of their all-time highs even after Thursday’s losses.</p><p>Bitcoin&nbsp;plunged overnight, perhaps in part because of concerns about higher capital gains taxes, with the cryptocurrency last down about 8%, according to CoinMetrics. Other cryptocurrencies like Ethereum were also getting hit. So far, the sell-off there was not spilling over into other risk assets like equities.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite","SNAP":"Snap Inc",".SPX":"S&P 500 Index","INTC":"英特尔"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101099559","content_text":"U.S. stocks rebounded on Friday as Wall Street reassessed concerns arising from news that the White House could seek a hike to the capital gains tax.The Dow Jones Industrial Average gained 200 points amid a jump in Goldman Sachs and Apple shares. The S&P 500 rose 1% led by financials and technology shares, while the tech-heavy Nasdaq Composite climbed 1.2%.Wall Street came off a turbulent session for equities after multiple news outlets reported Thursday afternoon that President Joe Biden is slated to propose much higher capital gains taxes for the rich.Bloomberg News reported that Biden is planning a capital gains tax hike to as high as 43.4% for wealthy Americans.The proposal would hike the capital gains rate to 39.6% for those earning $1 million or more, up from 20% currently, according to Bloomberg News, citing people familiar with the matter. Reuters and the New York Times later also reported similar stories.“We expect Congress will pass a scaled back version of this tax increase,” wrote Goldman Sachs economists in a note. “We expect Congress will settle on a more modest increase, potentially around 28%.”Week to date, the three major averages are all down about 1%.Intel shares dropped more than 5% after it issued second-quarter earnings guidance below analysts’ hopes. American Express fell over 4% after the credit card company reported quarterly revenue that was slightly short of forecasts.Snap shares, meanwhile, jumped 9% after it said it saw accelerating revenue growth and strong user numbers during the first quarter. Snap broke even on the bottom line while posting revenue of $770 million.Corporations have for the most part managed to beat Wall Street’s forecasts thus far into earnings season. Still, strong first-quarter results have been met with a more tepid response from investors, who have not, to date, snapped up shares of companies with some of the best results.Strategists say already-high valuations and near-record-high levels on the S&P 500 and Dow have kept traders’ enthusiasm in check. But indexes are within 1.5% of their all-time highs even after Thursday’s losses.Bitcoin plunged overnight, perhaps in part because of concerns about higher capital gains taxes, with the cryptocurrency last down about 8%, according to CoinMetrics. Other cryptocurrencies like Ethereum were also getting hit. So far, the sell-off there was not spilling over into other risk assets like equities.","news_type":1},"isVote":1,"tweetType":1,"viewCount":212,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":375575368,"gmtCreate":1619378139454,"gmtModify":1704722935694,"author":{"id":"3579847774906377","authorId":"3579847774906377","authorIdStr":"3579847774906377","name":"sqtan","avatar":"https://static.tigerbbs.com/32bd142742d4c9dd3925e4cc32b92c04","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579847774906377"},"themes":[],"htmlText":"Oh no","listText":"Oh no","text":"Oh no","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/375575368","repostId":"1114709501","repostType":4,"repost":{"id":"1114709501","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":1619012348,"share":"https://ttm.financial/m/news/1114709501?lang=&edition=fundamental","pubTime":"2021-04-21 21:39","market":"us","language":"en","title":"Tesla stock dropped more than 2% in morning trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1114709501","media":"Tiger Newspress","summary":"Tesla stock dropped more than 2% in Wednesday morning trading.The launch of Tesla's super plant in B","content":"<p>Tesla stock&nbsp;dropped&nbsp;more&nbsp;than&nbsp;2%&nbsp;in&nbsp;Wednesday morning trading.The launch of Tesla's super plant in Berlin is likely to be significantly delayed,according to&nbsp;German business daily.</p><p><img src=\"https://static.tigerbbs.com/b525edb3c12a6ee6740baf665aa59a9e\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>Previously, Zhengzhou Zhengdong New District Municipal Supervision Bureau ordered Tesla to provide the complete driving data half an hour before the accident unconditionally; in addition, in the first quarter, the registration volume of model 3 in California dropped 54% to 8060 vehicles year on year.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla stock dropped more than 2% in morning trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla stock dropped more than 2% in morning trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-04-21 21:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Tesla stock&nbsp;dropped&nbsp;more&nbsp;than&nbsp;2%&nbsp;in&nbsp;Wednesday morning trading.The launch of Tesla's super plant in Berlin is likely to be significantly delayed,according to&nbsp;German business daily.</p><p><img src=\"https://static.tigerbbs.com/b525edb3c12a6ee6740baf665aa59a9e\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>Previously, Zhengzhou Zhengdong New District Municipal Supervision Bureau ordered Tesla to provide the complete driving data half an hour before the accident unconditionally; in addition, in the first quarter, the registration volume of model 3 in California dropped 54% to 8060 vehicles year on year.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114709501","content_text":"Tesla stock dropped more than 2% in Wednesday morning trading.The launch of Tesla's super plant in Berlin is likely to be significantly delayed,according to German business daily.Previously, Zhengzhou Zhengdong New District Municipal Supervision Bureau ordered Tesla to provide the complete driving data half an hour before the accident unconditionally; in addition, in the first quarter, the registration volume of model 3 in California dropped 54% to 8060 vehicles year on year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":187,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":372551946,"gmtCreate":1619228983985,"gmtModify":1704721547409,"author":{"id":"3579847774906377","authorId":"3579847774906377","authorIdStr":"3579847774906377","name":"sqtan","avatar":"https://static.tigerbbs.com/32bd142742d4c9dd3925e4cc32b92c04","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579847774906377"},"themes":[],"htmlText":"Really? Like and comments!&nbsp;","listText":"Really? Like and comments!&nbsp;","text":"Really? Like and comments!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/372551946","repostId":"1170805005","repostType":2,"isVote":1,"tweetType":1,"viewCount":198,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":378802390,"gmtCreate":1619013822610,"gmtModify":1704718322684,"author":{"id":"3579847774906377","authorId":"3579847774906377","authorIdStr":"3579847774906377","name":"sqtan","avatar":"https://static.tigerbbs.com/32bd142742d4c9dd3925e4cc32b92c04","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579847774906377"},"themes":[],"htmlText":"Go go go","listText":"Go go go","text":"Go go go","images":[{"img":"https://static.tigerbbs.com/42a908d3c5d51bb780d3745f6c704c38","width":"1125","height":"2890"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/378802390","isVote":1,"tweetType":1,"viewCount":186,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":379241036,"gmtCreate":1618752372925,"gmtModify":1704714587353,"author":{"id":"3579847774906377","authorId":"3579847774906377","authorIdStr":"3579847774906377","name":"sqtan","avatar":"https://static.tigerbbs.com/32bd142742d4c9dd3925e4cc32b92c04","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579847774906377"},"themes":[],"htmlText":"Low price! Please like and comments","listText":"Low price! Please like and comments","text":"Low price! Please like and comments","images":[{"img":"https://static.tigerbbs.com/18d7c550906c2ac3612c8e294f1d509a","width":"1125","height":"2725"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/379241036","isVote":1,"tweetType":1,"viewCount":185,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":377976662,"gmtCreate":1619492875456,"gmtModify":1704724861846,"author":{"id":"3579847774906377","authorId":"3579847774906377","authorIdStr":"3579847774906377","name":"sqtan","avatar":"https://static.tigerbbs.com/32bd142742d4c9dd3925e4cc32b92c04","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579847774906377"},"themes":[],"htmlText":"Like and comments!&nbsp;","listText":"Like and comments!&nbsp;","text":"Like and comments!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":6,"repostSize":0,"link":"https://ttm.financial/post/377976662","repostId":"1176949477","repostType":4,"repost":{"id":"1176949477","pubTimestamp":1619492625,"share":"https://ttm.financial/m/news/1176949477?lang=&edition=fundamental","pubTime":"2021-04-27 11:03","market":"us","language":"en","title":"AMD: Start Looking Out","url":"https://stock-news.laohu8.com/highlight/detail?id=1176949477","media":"seekingalpha","summary":"Summary\n\nAMD will be reporting its Q1 results on April 27.\nAnalysts are estimating its revenue for t","content":"<p><b>Summary</b></p>\n<ul>\n <li>AMD will be reporting its Q1 results on April 27.</li>\n <li>Analysts are estimating its revenue for the period to come in at $3.21 billion.</li>\n <li>Investors with a long-term time horizon may want to accumulate AMD on dips.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a5f9ef8163fc71ed3fcb6638ff221da5\" tg-width=\"768\" tg-height=\"512\"><span>Photo by sefa ozel/E+ via Getty Images</span></p>\n<p>All eyes will be on AMD (AMD) when it reports its Q1 results&nbsp;on Tuesday. Investors would be curious to see how well its revenues grew on the back of its recently launched GPU and CPU line-ups. But in addition to tracking the chipmaker’s headline revenue figure, investors should also monitor its ASP and shipment growth figures, monitor its management's Q2 revenue guidance and track its segment revenue. These items will highlight AMD’s near-term growth prospects and are likely to impact its stock price in the near future.</p>\n<p><b>The Demand Trends</b></p>\n<p>Let me start by saying that the demand for PCs and notebooks hasn’t cooled off just yet. Many were expecting the PC demand to taper off starting with 2021, but apparently that didn’t happen. In fact, on the contrary, PC shipments have surged year on year of late. The estimates vary depending on whom you ask but they have a commonality -- PC shipments are materially up year on year. For instance, Gartner and Canalys estimate that PC shipments rose by 35% and 56% year over year during Q1, respectively. So, I think it’s needless to say that PC chip manufacturers such as AMD, are experiencing industry tailwinds, which is likely going to boost the chipmaker's Q1 results.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c00ba345e690d7f2d7d2f18e3aa551c5\" tg-width=\"640\" tg-height=\"404\"><span>(Source: BusinessQuant.com, Canalys, Gartner)</span></p>\n<p>Apart from that, AMD will be registering its first full quarter of Ryzen 5000-series desktop CPU and 6000-series GPU sales this time around. Both the product families have continually run out of stock since their general availability was announced a few months back. Interestingly, prominent computer hardware sites have actually published articles (such asthis) explaining the various means to buy these cards, before they run out of stock. This suggests that AMD is experiencing breakneck consumer demand for the said product families, which, in turn, might just catapult its computing and graphics revenue to new highs in its upcoming Q1 results.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/75d607756a1d79b09f0cae0642f12fc4\" tg-width=\"640\" tg-height=\"396\"><span>(Source: BusinessQuant.com, company filings)</span></p>\n<p>Moreover, AMD seems to be enjoying favorable demand trends in its enterprise, embedded and semi-custom business (or EESC) as well. For starters, gaming console manufacturers that use AMD chips, haven’t been able to meet the breakneck customer&nbsp;demandand their consoles have been flying off the shelves. That’s definitely a big plus for all the parties involved. On the data center side, AMD has continually secured new enterprise deals with its EPYC servers (like&nbsp;with Amazon&nbsp;(AMZN)). It also&nbsp;launched&nbsp;19 new SKUs under its next-gen EPYC ‘Milan’ banner during the quarter to gain more traction amongst large enterprises such as data center operators. So, altogether, I expect its EESC sales to also rise sequentially and year over year, during Q1.</p>\n<p>I don’t have projections this time around as AMD-related supply chain channels that I regularly survey, have been low on inventories or they’ve remained out of stock. But my overall ‘guesstimate’ is that AMD’s revenue growth rate is likely to accelerate on a sequential as well as on a year-on-year basis. As far as analysts are concerned, a consensus of 28 analysts pegs AMD’s Q1 FY21 revenue at&nbsp;$3.21 billion– up 79.4% year over year.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/94a528fe8efdbbad2bb38a4b1d9f46e2\" tg-width=\"640\" tg-height=\"472\"><span>(Source: BusinessQuant.com, Yahoo! Finance)</span></p>\n<p>Notice that analysts are projecting its revenue growth to reach multi-year highs in Q1 and Q2. But we need not stop just there. Readers and investors should also monitor AMD management's Q2 revenue guidance in its upcoming earnings report, to see if the company's top-brass, too, is equally bullish on their near-term growth prospects.</p>\n<p><b>Volume and Price Growth</b></p>\n<p>For the uninitiated, there has been an ongoing wide-scale semiconductor shortage that has mired supply chains across the globe. It’s important to understand whether AMD is impacted by this shortage as well, how much of the demand is the company actually able to meet and at what price points is it catering to its consumer demand.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/44557ea037c80a2bab6b6e1649022bc4\" tg-width=\"640\" tg-height=\"401\"><span>(Source: BusinessQuant.com, company filings)</span></p>\n<p>I believe AMD’s shipment and ASP (or Average Selling Price) growth figures are the best metrics that stand to reveal its supply-demand situation in Q1. There are actually several scenarios that could be at play here; let’s discuss them point by point with their implications. These scenarios are:</p>\n<ol>\n <li>If AMD’s shipment growth decelerates but its ASP growth accelerates, then that would suggest that the chipmaker was supply constrained and its customers paid extra just to get their hands on limited inventory. This scenario also suggests that the chipmaker may be revenue-challenged in Q1 and perhaps in Q2 as well if its supplies don't improve soon.</li>\n <li>If AMD’s both shipment and ASP growth accelerate, then it would confirm that there’s an extraordinary consumer demand for its latest SKUs and that its customers are paying top dollar to get their hands on the newest and shiniest AMD hardware. This would imply that the chipmaker's financial growth momentum is accelerating.</li>\n <li>If AMD’s shipment growth accelerates but its ASP growth decelerates, then that would suggest that the chipmaker is meeting the heightened customer demand but is not able to monetize this demand dynamic very well.</li>\n <li>If AMD’s both ASP and shipment growth figures decelerate, then that would suggest that the chipmaker is sitting on a dud family of products. This seems least likely since we know that prices for AMD’s SKUs have&nbsp;risen&nbsp;substantially, at least in the retail market.</li>\n</ol>\n<p>Having discussed all the major scenarios, I personally expect AMD to report acceleration in its ASP and shipment growth figures during Q1. Consumers are paying top dollar for its SKUs which should ideally boost the company’s ASPs. At the same time, AMD’s latest SKUs have frequently gone&nbsp;out of stock&nbsp;during the quarter which is a good indicator of breakneck consumer demand. But that’s just my opinion. Readers should closely listen to AMD management's comments around their supply-demand situation on its upcoming earnings call, to gain a firm understanding of its sales momentum and its near-term growth trajectory.</p>\n<p><b>Final Thoughts</b></p>\n<p>Analysts are expecting AMD's revenue growth rate to accelerate to its multi-year highs and yet, the stock is down almost 15% from its January highs. This disparity in bullish analyst estimates and a lackluster stock price movement has actually made AMD a little more affordable. This is evident in AMD’s 1 year forward PS multiple, which factors in its current stock price and analyst estimates for FY21, and has dropped considerably over the recent months.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ace74881d9fb659d02c55765d40be675\" tg-width=\"635\" tg-height=\"433\"><span>Data by YCharts</span></p>\n<p>So, in light of healthy demand trends, favorable industry tailwinds, bullish analyst estimates and because of a moderation in its valuation, I’m bullish on AMD. Investors with a long-term time horizon may want to consider accumulating the chipmaker's shares on dips. Good Luck!</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AMD: Start Looking Out</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAMD: Start Looking Out\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-27 11:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4421357-amd-start-looking-out><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nAMD will be reporting its Q1 results on April 27.\nAnalysts are estimating its revenue for the period to come in at $3.21 billion.\nInvestors with a long-term time horizon may want to ...</p>\n\n<a href=\"https://seekingalpha.com/article/4421357-amd-start-looking-out\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://seekingalpha.com/article/4421357-amd-start-looking-out","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1176949477","content_text":"Summary\n\nAMD will be reporting its Q1 results on April 27.\nAnalysts are estimating its revenue for the period to come in at $3.21 billion.\nInvestors with a long-term time horizon may want to accumulate AMD on dips.\n\nPhoto by sefa ozel/E+ via Getty Images\nAll eyes will be on AMD (AMD) when it reports its Q1 results on Tuesday. Investors would be curious to see how well its revenues grew on the back of its recently launched GPU and CPU line-ups. But in addition to tracking the chipmaker’s headline revenue figure, investors should also monitor its ASP and shipment growth figures, monitor its management's Q2 revenue guidance and track its segment revenue. These items will highlight AMD’s near-term growth prospects and are likely to impact its stock price in the near future.\nThe Demand Trends\nLet me start by saying that the demand for PCs and notebooks hasn’t cooled off just yet. Many were expecting the PC demand to taper off starting with 2021, but apparently that didn’t happen. In fact, on the contrary, PC shipments have surged year on year of late. The estimates vary depending on whom you ask but they have a commonality -- PC shipments are materially up year on year. For instance, Gartner and Canalys estimate that PC shipments rose by 35% and 56% year over year during Q1, respectively. So, I think it’s needless to say that PC chip manufacturers such as AMD, are experiencing industry tailwinds, which is likely going to boost the chipmaker's Q1 results.\n(Source: BusinessQuant.com, Canalys, Gartner)\nApart from that, AMD will be registering its first full quarter of Ryzen 5000-series desktop CPU and 6000-series GPU sales this time around. Both the product families have continually run out of stock since their general availability was announced a few months back. Interestingly, prominent computer hardware sites have actually published articles (such asthis) explaining the various means to buy these cards, before they run out of stock. This suggests that AMD is experiencing breakneck consumer demand for the said product families, which, in turn, might just catapult its computing and graphics revenue to new highs in its upcoming Q1 results.\n(Source: BusinessQuant.com, company filings)\nMoreover, AMD seems to be enjoying favorable demand trends in its enterprise, embedded and semi-custom business (or EESC) as well. For starters, gaming console manufacturers that use AMD chips, haven’t been able to meet the breakneck customer demandand their consoles have been flying off the shelves. That’s definitely a big plus for all the parties involved. On the data center side, AMD has continually secured new enterprise deals with its EPYC servers (like with Amazon (AMZN)). It also launched 19 new SKUs under its next-gen EPYC ‘Milan’ banner during the quarter to gain more traction amongst large enterprises such as data center operators. So, altogether, I expect its EESC sales to also rise sequentially and year over year, during Q1.\nI don’t have projections this time around as AMD-related supply chain channels that I regularly survey, have been low on inventories or they’ve remained out of stock. But my overall ‘guesstimate’ is that AMD’s revenue growth rate is likely to accelerate on a sequential as well as on a year-on-year basis. As far as analysts are concerned, a consensus of 28 analysts pegs AMD’s Q1 FY21 revenue at $3.21 billion– up 79.4% year over year.\n(Source: BusinessQuant.com, Yahoo! Finance)\nNotice that analysts are projecting its revenue growth to reach multi-year highs in Q1 and Q2. But we need not stop just there. Readers and investors should also monitor AMD management's Q2 revenue guidance in its upcoming earnings report, to see if the company's top-brass, too, is equally bullish on their near-term growth prospects.\nVolume and Price Growth\nFor the uninitiated, there has been an ongoing wide-scale semiconductor shortage that has mired supply chains across the globe. It’s important to understand whether AMD is impacted by this shortage as well, how much of the demand is the company actually able to meet and at what price points is it catering to its consumer demand.\n(Source: BusinessQuant.com, company filings)\nI believe AMD’s shipment and ASP (or Average Selling Price) growth figures are the best metrics that stand to reveal its supply-demand situation in Q1. There are actually several scenarios that could be at play here; let’s discuss them point by point with their implications. These scenarios are:\n\nIf AMD’s shipment growth decelerates but its ASP growth accelerates, then that would suggest that the chipmaker was supply constrained and its customers paid extra just to get their hands on limited inventory. This scenario also suggests that the chipmaker may be revenue-challenged in Q1 and perhaps in Q2 as well if its supplies don't improve soon.\nIf AMD’s both shipment and ASP growth accelerate, then it would confirm that there’s an extraordinary consumer demand for its latest SKUs and that its customers are paying top dollar to get their hands on the newest and shiniest AMD hardware. This would imply that the chipmaker's financial growth momentum is accelerating.\nIf AMD’s shipment growth accelerates but its ASP growth decelerates, then that would suggest that the chipmaker is meeting the heightened customer demand but is not able to monetize this demand dynamic very well.\nIf AMD’s both ASP and shipment growth figures decelerate, then that would suggest that the chipmaker is sitting on a dud family of products. This seems least likely since we know that prices for AMD’s SKUs have risen substantially, at least in the retail market.\n\nHaving discussed all the major scenarios, I personally expect AMD to report acceleration in its ASP and shipment growth figures during Q1. Consumers are paying top dollar for its SKUs which should ideally boost the company’s ASPs. At the same time, AMD’s latest SKUs have frequently gone out of stock during the quarter which is a good indicator of breakneck consumer demand. But that’s just my opinion. Readers should closely listen to AMD management's comments around their supply-demand situation on its upcoming earnings call, to gain a firm understanding of its sales momentum and its near-term growth trajectory.\nFinal Thoughts\nAnalysts are expecting AMD's revenue growth rate to accelerate to its multi-year highs and yet, the stock is down almost 15% from its January highs. This disparity in bullish analyst estimates and a lackluster stock price movement has actually made AMD a little more affordable. This is evident in AMD’s 1 year forward PS multiple, which factors in its current stock price and analyst estimates for FY21, and has dropped considerably over the recent months.\nData by YCharts\nSo, in light of healthy demand trends, favorable industry tailwinds, bullish analyst estimates and because of a moderation in its valuation, I’m bullish on AMD. Investors with a long-term time horizon may want to consider accumulating the chipmaker's shares on dips. Good Luck!","news_type":1},"isVote":1,"tweetType":1,"viewCount":470,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":100755277,"gmtCreate":1619652424199,"gmtModify":1704727303695,"author":{"id":"3579847774906377","authorId":"3579847774906377","authorIdStr":"3579847774906377","name":"sqtan","avatar":"https://static.tigerbbs.com/32bd142742d4c9dd3925e4cc32b92c04","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579847774906377"},"themes":[],"htmlText":"Like comments!&nbsp;","listText":"Like comments!&nbsp;","text":"Like comments!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/100755277","repostId":"1137964402","repostType":4,"isVote":1,"tweetType":1,"viewCount":325,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3561854020621600","authorId":"3561854020621600","authorIdStr":"3561854020621600","name":"Junyuan","avatar":"https://static.tigerbbs.com/c179e227f6a29483eb37ac7860e9eef2","crmLevel":2,"crmLevelSwitch":0,"idStr":"3561854020621600"},"content":"Lime and comment thx","text":"Lime and comment thx","html":"Lime and comment thx"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":100752727,"gmtCreate":1619652392069,"gmtModify":1704727303209,"author":{"id":"3579847774906377","authorId":"3579847774906377","authorIdStr":"3579847774906377","name":"sqtan","avatar":"https://static.tigerbbs.com/32bd142742d4c9dd3925e4cc32b92c04","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579847774906377"},"themes":[],"htmlText":"Tesla FTW! Like and comments","listText":"Tesla FTW! Like and comments","text":"Tesla FTW! Like and comments","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/100752727","repostId":"1155904518","repostType":2,"repost":{"id":"1155904518","pubTimestamp":1619582445,"share":"https://ttm.financial/m/news/1155904518?lang=&edition=fundamental","pubTime":"2021-04-28 12:00","market":"us","language":"en","title":"Tesla: The Good, The Bad, And The Ugly","url":"https://stock-news.laohu8.com/highlight/detail?id=1155904518","media":"seekingalpha","summary":"Summary\n\nTesla's Q1 results beat on the top line and the bottom line. But what does a more in-depth ","content":"<p><b>Summary</b></p>\n<ul>\n <li>Tesla's Q1 results beat on the top line and the bottom line. But what does a more in-depth look tell us about Tesla's business?</li>\n <li>There are positive surprises, but also major issues that materialize once we delve into the numbers.</li>\n <li>We highlight the major reasons for concern and what we believe should be done with Tesla's stock.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/28e82f148a617efbe1a779ff650d2e1c\" tg-width=\"768\" tg-height=\"512\"><span>Photo by Dean Mouhtaropoulos/Getty Images News via Getty Images</span></p>\n<p><b>Article Thesis</b></p>\n<p>Tesla (TSLA) reported its first-quarter results that beat on both the top line and the bottom line, showcasing healthy growth versus the previous year's quarter. A more in-depth look shows that not everything was rosy. In this article, I'll take a deeper look at the good things and the bad things investors should keep an eye on when considering an investment in Tesla, or when thinking about what to do with an existing Tesla investment.</p>\n<p><b>The Good</b></p>\n<p><b>Outperforming ASP Estimates</b></p>\n<p>Tesla had already announced that it grew its deliveries massively year over year, but the company nevertheless managed to beat revenue estimates, if only slightly. Revenues rose 74% year over year, which was a strong showing, even for a growth stock. The fact that Tesla was able to beat revenue estimates despite already having announced delivery numbers for the quarter shows that the company was able to outperform analyst estimates when it comes to average sales prices. It thus seems that the company was less impacted by some price adjustments compared to what analysts had expected. This is good news for Tesla, after all a higher average sales price is great for its margins.</p>\n<p><b>Healthy Cash Flows And Balance Sheet</b></p>\n<p>Tesla was, in previous years, oftentimes criticized for its lack of durable cash flows. More bearish analysts had oftentimes commented that the company's inability to finance capital expenditures from operating cash flows alone was a major issue. This has changed in the recent past, and in Q1, Tesla again showed that it was able to generate all the cash that the company needs to pay its factory capex:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/16458a6ad0a9d6a8d3f6a44ffc2aa5d0\" tg-width=\"640\" tg-height=\"340\"><span>Source: Tesla presentation</span></p>\n<p>Tesla's operating cash flows were $300 million higher than its capital expenditures, resulting in a small positive free cash flow for the quarter. That was less compared to the previous quarter, but we should consider that Tesla's business is seasonal to some degree - sales are usually the lowest in Q1, which is why that is a weaker quarter cash-flow-wise. Comparing this year's Q1 to the previous year's Q1 shows an encouraging improvement in Tesla's cash generation ability.</p>\n<p>We can also take a look at how Tesla's balance sheet is doing. With $17 billion in cash and equivalents, Tesla has ample liquidity to finance its near-term cash needs, e.g. for the buildout of its factories in Austin and Berlin. I don't see any basis for claims that Tesla was in financial trouble or anything like that - the combination of a sizeable cash position and positive, albeit small, free cash flows is looking healthy. In case Tesla needs additional cash for whatever reason, the company could also most likely easily do another secondary - 2020's secondary didn't hurt the stock price at all.</p>\n<p><b>The Bad</b></p>\n<p><b>High Dependence On Regulatory Credit Sales</b></p>\n<p>Looking at Tesla's income statement, we see that Tesla has, despite showing healthy business growth, not yet managed to become profitable (to a significant degree) on the auto sales side when regulatory credit sales are backed out:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a6cf5dcc33a3d1624093febaab7843b7\" tg-width=\"640\" tg-height=\"357\"><span>Source: Tesla presentation</span></p>\n<p>During the first quarter, regulatory credit sales of $520 million outpaced Tesla's net income by $80 million. When we assume that Tesla has likely paid taxes of around 20%, then we get to a pre-tax profit estimate of $550 million. In other words, once regulatory credit sales are backed out, Tesla more or less managed to break even (we can't say for sure until we see the 10-Q and the taxes Tesla paid). No matter what, it seems clear that profitability without regulatory credit sales was weak. This is a problem due to two reasons.</p>\n<p>First, regulatory credit sales will likely not be an ever-lasting source of revenue. If EVs will continue to make big gains in the automobile market, there will be more and more regulatory credit sales that can be sold, and there will be fewer and fewer legacy auto companies that need them. This should eventually make this market dry up, thus this part of Tesla's business will likely not be long-lasting.</p>\n<p>Second, the weak profitability without regulatory credit sales shows that the theory that Tesla's profitability will improve massively with scale seems a little adventurous. Tesla's operating profits ex regulatory credit sales improved by just $140 million between Q1 2020 and Q1 2021. If growing delivery numbers by more than 100% year over year and adding $4.4 billion in sales adds just $140 million in operating profits, then that doesn't tell a great story about how Tesla's auto business will become widely profitable with increasing scale. Instead, it looks like profitability (ex regulatory credit sales) improved only marginally, despite a huge increase in Tesla's deliveries and revenues. Operating leverage doesn't seem to be a huge driver of profitability here - unlike, for example, with many highly-valued software stocks, where additional revenues have an outsized impact on profits.</p>\n<p><b>Ex-Auto Businesses Are Losing More Money</b></p>\n<p>In my view, Tesla is a car company - after all, that is where most of its revenues are generated, at about 90%. Some bulls, however, think that Tesla should be seen as an integrated energy company, a tech company, etc. One can make arguments for that, although I still believe that the high dependency on regular auto sales clearly qualifies Tesla as a car company primarily.</p>\n<p>No matter what you think about how Tesla should be qualified, one thing seems pretty clear: The non-auto ventures are money-burning activities:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/21de975474beff2fdf5c3cb16bc13b64\" tg-width=\"640\" tg-height=\"342\"><span>Source: Tesla presentation</span></p>\n<p>From the above slide, we can deduct that the non-auto ventures contributed about $1.4 billion in revenues during the quarter. That was up from $0.9 billion during the previous year's quarter, and flat on a sequential basis. The non-auto ventures, such as batteries for energy storage and solar panels, thus delivered some business growth on a year-over-year basis. At the same time, however, these businesses seem to be structurally unprofitable. They generated<i>negative gross profits of $170 million</i>during the first quarter, up from a negative gross profit of $80 million during the previous year's quarter.</p>\n<p>In other words, Tesla's non-auto businesses grew, but lost more money - even before operating expenses and attributable interest expenses are accounted for. I don't see any reason to believe that a business that is regularly losing money on a gross profit basis - i.e. even before R&amp;D, sales, administrative expenses, etc. could become widely profitable in the foreseeable future. On top of that, the fact that gross profits got even further into negative territory despite the added scale shows that this isn't an issue that can be easily solved by growing the business to profitability - at least so far, more growth has led to more losses.</p>\n<p>It is possible that Tesla is able to eventually turn these businesses around, but the path to that seems quite hard from what we can tell. So far, it looks like these businesses are structurally unprofitable, and it is thus not easy to argue that they should be worth a lot.</p>\n<p><b>The Ugly</b></p>\n<p>Tesla isn't a bad company - it has turned from a startup to a market leader in EVs, surpassing many legacy auto companies on the way. The company also managed to build a valuable brand (although some others are still way more valuable). The company should be complemented for these achievements, and I don't think there's a good reason to trash the company.</p>\n<p>When we look at Tesla's valuation, however, it seems pretty clear to me that this stock is way overvalued. Tesla is valued at $700+ billion, despite being only marginally profitable without regulatory credit sales. The company, with annual sales of about 800,000 vehicles, is valued at several times as much as Toyota (TM) or Volkswagen (OTCPK:VWAGY), which sell about 10 million vehicles a year each - and they are massively more profitable than Tesla at the same time.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cece9001c5e284c98dce11735d632420\" tg-width=\"635\" tg-height=\"436\"><span>Data by YCharts</span></p>\n<p>Comparing Tesla and Toyota, we see that the latter is valued at roughly 1/20th of how Tesla is valued, relative to the revenues these two companies generate. Massive growth is already priced into Tesla's shares, but it isn't clear whether Tesla will indeed sell many millions of cars in the foreseeable future.</p>\n<p>Due to growing competition from all sides, including legacy auto, new startups, and tech mega-corps such as Apple (AAPL), Tesla's growth could easily slow down in coming years. When we also factor in the weak profitability of Tesla's business once regulatory credit sales have run their course, I don't see any good reason why this company should be valued at anywhere close to $700 billion. I thus believe that Tesla isn't a bad company - but a very overvalued one for sure.</p>\n<p><b>Takeaway</b></p>\n<p>Tesla's Q1 wasn't outright bad - there were positives, such as average sales prices that beat expectations. There also were negatives, however, that shouldn't be ignored by bulls, such as weak profitability without regulatory credit sales, or the issues in Tesla's non-auto businesses.</p>\n<p>When we factor in Tesla's extremely high valuation - the stock trades for more than 1000 times trailing earnings - it seems to me that Tesla is a stock that should be avoided at current prices. If I held a position, I'd lock in gains, as downside risk seems quite pronounced here.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla: The Good, The Bad, And The Ugly</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: The Good, The Bad, And The Ugly\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-28 12:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4421799-tesla-earnings-good-bad-and-ugly><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nTesla's Q1 results beat on the top line and the bottom line. But what does a more in-depth look tell us about Tesla's business?\nThere are positive surprises, but also major issues that ...</p>\n\n<a href=\"https://seekingalpha.com/article/4421799-tesla-earnings-good-bad-and-ugly\">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"},"source_url":"https://seekingalpha.com/article/4421799-tesla-earnings-good-bad-and-ugly","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1155904518","content_text":"Summary\n\nTesla's Q1 results beat on the top line and the bottom line. But what does a more in-depth look tell us about Tesla's business?\nThere are positive surprises, but also major issues that materialize once we delve into the numbers.\nWe highlight the major reasons for concern and what we believe should be done with Tesla's stock.\n\nPhoto by Dean Mouhtaropoulos/Getty Images News via Getty Images\nArticle Thesis\nTesla (TSLA) reported its first-quarter results that beat on both the top line and the bottom line, showcasing healthy growth versus the previous year's quarter. A more in-depth look shows that not everything was rosy. In this article, I'll take a deeper look at the good things and the bad things investors should keep an eye on when considering an investment in Tesla, or when thinking about what to do with an existing Tesla investment.\nThe Good\nOutperforming ASP Estimates\nTesla had already announced that it grew its deliveries massively year over year, but the company nevertheless managed to beat revenue estimates, if only slightly. Revenues rose 74% year over year, which was a strong showing, even for a growth stock. The fact that Tesla was able to beat revenue estimates despite already having announced delivery numbers for the quarter shows that the company was able to outperform analyst estimates when it comes to average sales prices. It thus seems that the company was less impacted by some price adjustments compared to what analysts had expected. This is good news for Tesla, after all a higher average sales price is great for its margins.\nHealthy Cash Flows And Balance Sheet\nTesla was, in previous years, oftentimes criticized for its lack of durable cash flows. More bearish analysts had oftentimes commented that the company's inability to finance capital expenditures from operating cash flows alone was a major issue. This has changed in the recent past, and in Q1, Tesla again showed that it was able to generate all the cash that the company needs to pay its factory capex:\nSource: Tesla presentation\nTesla's operating cash flows were $300 million higher than its capital expenditures, resulting in a small positive free cash flow for the quarter. That was less compared to the previous quarter, but we should consider that Tesla's business is seasonal to some degree - sales are usually the lowest in Q1, which is why that is a weaker quarter cash-flow-wise. Comparing this year's Q1 to the previous year's Q1 shows an encouraging improvement in Tesla's cash generation ability.\nWe can also take a look at how Tesla's balance sheet is doing. With $17 billion in cash and equivalents, Tesla has ample liquidity to finance its near-term cash needs, e.g. for the buildout of its factories in Austin and Berlin. I don't see any basis for claims that Tesla was in financial trouble or anything like that - the combination of a sizeable cash position and positive, albeit small, free cash flows is looking healthy. In case Tesla needs additional cash for whatever reason, the company could also most likely easily do another secondary - 2020's secondary didn't hurt the stock price at all.\nThe Bad\nHigh Dependence On Regulatory Credit Sales\nLooking at Tesla's income statement, we see that Tesla has, despite showing healthy business growth, not yet managed to become profitable (to a significant degree) on the auto sales side when regulatory credit sales are backed out:\nSource: Tesla presentation\nDuring the first quarter, regulatory credit sales of $520 million outpaced Tesla's net income by $80 million. When we assume that Tesla has likely paid taxes of around 20%, then we get to a pre-tax profit estimate of $550 million. In other words, once regulatory credit sales are backed out, Tesla more or less managed to break even (we can't say for sure until we see the 10-Q and the taxes Tesla paid). No matter what, it seems clear that profitability without regulatory credit sales was weak. This is a problem due to two reasons.\nFirst, regulatory credit sales will likely not be an ever-lasting source of revenue. If EVs will continue to make big gains in the automobile market, there will be more and more regulatory credit sales that can be sold, and there will be fewer and fewer legacy auto companies that need them. This should eventually make this market dry up, thus this part of Tesla's business will likely not be long-lasting.\nSecond, the weak profitability without regulatory credit sales shows that the theory that Tesla's profitability will improve massively with scale seems a little adventurous. Tesla's operating profits ex regulatory credit sales improved by just $140 million between Q1 2020 and Q1 2021. If growing delivery numbers by more than 100% year over year and adding $4.4 billion in sales adds just $140 million in operating profits, then that doesn't tell a great story about how Tesla's auto business will become widely profitable with increasing scale. Instead, it looks like profitability (ex regulatory credit sales) improved only marginally, despite a huge increase in Tesla's deliveries and revenues. Operating leverage doesn't seem to be a huge driver of profitability here - unlike, for example, with many highly-valued software stocks, where additional revenues have an outsized impact on profits.\nEx-Auto Businesses Are Losing More Money\nIn my view, Tesla is a car company - after all, that is where most of its revenues are generated, at about 90%. Some bulls, however, think that Tesla should be seen as an integrated energy company, a tech company, etc. One can make arguments for that, although I still believe that the high dependency on regular auto sales clearly qualifies Tesla as a car company primarily.\nNo matter what you think about how Tesla should be qualified, one thing seems pretty clear: The non-auto ventures are money-burning activities:\nSource: Tesla presentation\nFrom the above slide, we can deduct that the non-auto ventures contributed about $1.4 billion in revenues during the quarter. That was up from $0.9 billion during the previous year's quarter, and flat on a sequential basis. The non-auto ventures, such as batteries for energy storage and solar panels, thus delivered some business growth on a year-over-year basis. At the same time, however, these businesses seem to be structurally unprofitable. They generatednegative gross profits of $170 millionduring the first quarter, up from a negative gross profit of $80 million during the previous year's quarter.\nIn other words, Tesla's non-auto businesses grew, but lost more money - even before operating expenses and attributable interest expenses are accounted for. I don't see any reason to believe that a business that is regularly losing money on a gross profit basis - i.e. even before R&D, sales, administrative expenses, etc. could become widely profitable in the foreseeable future. On top of that, the fact that gross profits got even further into negative territory despite the added scale shows that this isn't an issue that can be easily solved by growing the business to profitability - at least so far, more growth has led to more losses.\nIt is possible that Tesla is able to eventually turn these businesses around, but the path to that seems quite hard from what we can tell. So far, it looks like these businesses are structurally unprofitable, and it is thus not easy to argue that they should be worth a lot.\nThe Ugly\nTesla isn't a bad company - it has turned from a startup to a market leader in EVs, surpassing many legacy auto companies on the way. The company also managed to build a valuable brand (although some others are still way more valuable). The company should be complemented for these achievements, and I don't think there's a good reason to trash the company.\nWhen we look at Tesla's valuation, however, it seems pretty clear to me that this stock is way overvalued. Tesla is valued at $700+ billion, despite being only marginally profitable without regulatory credit sales. The company, with annual sales of about 800,000 vehicles, is valued at several times as much as Toyota (TM) or Volkswagen (OTCPK:VWAGY), which sell about 10 million vehicles a year each - and they are massively more profitable than Tesla at the same time.\nData by YCharts\nComparing Tesla and Toyota, we see that the latter is valued at roughly 1/20th of how Tesla is valued, relative to the revenues these two companies generate. Massive growth is already priced into Tesla's shares, but it isn't clear whether Tesla will indeed sell many millions of cars in the foreseeable future.\nDue to growing competition from all sides, including legacy auto, new startups, and tech mega-corps such as Apple (AAPL), Tesla's growth could easily slow down in coming years. When we also factor in the weak profitability of Tesla's business once regulatory credit sales have run their course, I don't see any good reason why this company should be valued at anywhere close to $700 billion. I thus believe that Tesla isn't a bad company - but a very overvalued one for sure.\nTakeaway\nTesla's Q1 wasn't outright bad - there were positives, such as average sales prices that beat expectations. There also were negatives, however, that shouldn't be ignored by bulls, such as weak profitability without regulatory credit sales, or the issues in Tesla's non-auto businesses.\nWhen we factor in Tesla's extremely high valuation - the stock trades for more than 1000 times trailing earnings - it seems to me that Tesla is a stock that should be avoided at current prices. If I held a position, I'd lock in gains, as downside risk seems quite pronounced here.","news_type":1},"isVote":1,"tweetType":1,"viewCount":273,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":346365862,"gmtCreate":1618000398756,"gmtModify":1704705790928,"author":{"id":"3579847774906377","authorId":"3579847774906377","authorIdStr":"3579847774906377","name":"sqtan","avatar":"https://static.tigerbbs.com/32bd142742d4c9dd3925e4cc32b92c04","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579847774906377"},"themes":[],"htmlText":"Really? Like and comment!&nbsp;","listText":"Really? Like and comment!&nbsp;","text":"Really? Like and comment!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/346365862","repostId":"1142324412","repostType":4,"repost":{"id":"1142324412","pubTimestamp":1617982207,"share":"https://ttm.financial/m/news/1142324412?lang=&edition=fundamental","pubTime":"2021-04-09 23:30","market":"us","language":"en","title":"XPeng Inc.: A Reawakening","url":"https://stock-news.laohu8.com/highlight/detail?id=1142324412","media":"seekingalpha","summary":"Valuation is middling but not overvalued like in the past.Recent announcement of capacity expansion in Wuhan lends better operational and sales visibility.Company could breakeven and finally reach positive profits soon; major improvements seen in operating margins.Feared chip shortage  was not a disaster, deliveries are still strong.Government support, China's creation of an EV ecosystem.XPEV's strong deliveries describe not only excellent support from the private sector, but also the Chinese go","content":"<p><b>Summary</b></p>\n<ul>\n <li>Valuation is middling but not overvalued like in the past.</li>\n <li>Recent announcement of capacity expansion in Wuhan lends better operational and sales visibility.</li>\n <li>Company could breakeven and finally reach positive profits soon; major improvements seen in operating margins.</li>\n <li>Feared chip shortage (i.e. supply disruption) was not a disaster, deliveries are still strong.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4e0f3343d69719839f9b8f1d337c3984\" tg-width=\"1536\" tg-height=\"1024\"><span>Photo by Robert Way/iStock Editorial via Getty Images</span></p>\n<p><b>Introduction</b></p>\n<p>The stock price of&nbsp;XPEV&nbsp;has been converging with the performance of the S&amp;P 500 since March 2021, as compared to its massive outperformance in 4Q2020. This could be view positively or negatively. On the bright side, this suggests that price performance would become more predictable with lower volatility, indicative of a broadening consensus on the fundamental prospects of the company. On the other hand, traders may be disappointed its lack of momentum. Therefore, this is probably a good time to stop viewing XPEV as purely a trade, but re-analyze its merits as a fundamentally-driven investment.</p>\n<p><i>The frenetic performance of XPEV has calmed down in recent weeks, allowing its one year performance to track the S&amp;P 500 more closely</i></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9f04001d604ecc7892ef3a76c498578b\" tg-width=\"640\" tg-height=\"236\"><span>Source: SeekingAlpha</span></p>\n<p><i>XPEV's G3 Super Long Range Smart SUV</i></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/68446a741f9f97afc10f2149c4e13e13\" tg-width=\"640\" tg-height=\"388\"><span>Source: XPeng Motors (G3、P7) Intelligent electric car with Internet DNA</span></p>\n<p><b>Industry and commercial positives</b></p>\n<p>Optimism on EVs and&nbsp;strong industry growth&nbsp;rates are common knowledge by now. The following points suggest specific positives for XPEV that remain intact despite relatively ebbing momentum on the stock's price (as compared to 4Q2020):</p>\n<ol>\n <li><b>Deliveries met despite fears on chip shortage.</b>While the stock's price momentum appears to have ebbed, recent news continues to remain positive. At an industry level, Chinese vehicle manufacturers XPEV andNIOmanaged to manufacture the expected numbers of vehicle deliveries, despite much feared chip shortages.XPEV chalked&nbsp;in record quarterly deliveries of 13,340 EVs in Q1 2021, +487% over the year and +130% over the month in March.NIO delivered&nbsp;20,060 +423% over the year while Q1 deliveries rose 15.6% to 20,060. The challenge these EV manufacturers face now is not so much the ability to deliver on its numbers, but on being able to meet high expectations for the stock price to gain further traction.</li>\n <li><b>Government support, China's creation of an EV ecosystem.</b>XPEV's strong deliveries describe not only excellent support from the private sector, but also the Chinese government's push to develop this part of its industry. XPEV has entered into an agreement with the city of Wuhan to build a factory with a capacity of 100,000 EV units. This is a very significant piece of news, considering its deliveries of just 5,102 in March 2021. Annualizing this number, the new capacity will be more than the whole of XPEV's total historical annual production. This news is interesting and significant since it was just released this week, suggesting it may have yet to be factored into analysts' forecast numbers. This is made more important as XPEV has always been considered a laggard in production capabilities to its larger cousin NIO. General Chinese government support for the EV ecosystem is strong, and the new facility in Wuhan echoes earlier provincial government financial support ($77m) in Guangdong. The reality is, for EVs to gain traction, government willingness to support infrastructure initiatives are highly important (e.g. permits for charging stations, creating incentives to convert from old polluting vehicles to green vehicles, etc.). With China's tradition of central planning, the EV ecosystem is placed on the right footing.</li>\n <li><b>Listing in Hong Kong adds to investor base and liquidity.</b>Going forward,XPEV,NIO, and&nbsp;LI&nbsp;intend tolistin Hong Kong this year. This is a strategic move, and makes the valuation of these companies less susceptible by US political bashing (e.g. the threat of being de-listed) should it occur, since it reflects a wider geographical base. The valuations of these companies may even get a boost given greater global liquidity due to added trading in the Asian time zone.</li>\n</ol>\n<p>Of note, in late March, XPEV held an&nbsp;autonomous driving expedition&nbsp;covering eight cities in China and 3,675 kilometers. The exercise was successful, as minimal human intervention was needed during the expedition and adds another brownie point to XPEV's research and development efforts, placing XPEV on the&nbsp;competitive landscape&nbsp;against rivals such as TSLA and NIO on autonomous driving. Apparently, XPEV's autonomous driving results&nbsp;performed better&nbsp;than TSLA's with fewer human interventions per 100km and better navigation in complex situations.</p>\n<p><b>XPEV's improving financials</b></p>\n<p>Now that we have several quarters of financial data on XPEV, it is worth reviewing how its metrics have been performing. Firstly, market expectations aside, deliveries have been very good as abovementioned, and this is flowing through to revenue numbers. As shown in the below table, growth has been very strong, and revenues are expected to more than double in 2021 and continue to double in 2022. Such growth rates place XPEV at the top end of manufacturing firms, as expected of the fast-growing EV market.</p>\n<p>Another point to note is the improvement in operating margins. As with any \"new tech\" company, initial investments would cause hugely negative operating margins in the beginning. What's important is the company's ability to improve margins and reduce costs over time. In this respect, XPEV has done a good job, with operating margins improving sequentially each quarter. Of note, operating margins started to see major improvements between the Jun-2020 (-142%) and Dec-2020 (-39%) quarters as shown in the table below. Given this trend, the company is likely to breakeven and register positive profits soon, which could be a catalytic re-rating for XPEV. When we pair this analysis with the stock price, it appears that XPEV's recently soft stock price performance is not justified.</p>\n<p>Meanwhile, the balance sheet is expected to remain strong. Equity to total liabilities &amp; equity is 23% as at Dec-2020. As abovementioned, further capital raises with a forthcoming Hong Kong listing will add to XPEV's cash buffer.</p>\n<p><i>XPEV's performance improvement in both revenue and operating margin trends appear to have been ignored by the market due to recent the broad market capitulation</i></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f8258dce0cc10e8118a23afce7655bed\" tg-width=\"726\" tg-height=\"737\"><span>*EST = estimate by analysts' consensus from SeekingAlpha</span></p>\n<p><b>XPEV's valuation: somewhere in the middle</b></p>\n<p>XPEV's stock price has done well over the last 6 months versus peers. On a TTM P/S, XPEV is near the middle although its FWD P/S is trading at a premium. However, there could be a general re-rating of the P/S of the sector if the Chinese EV manufacturers reach breakeven in 2021 and record positive profits (our base case belief, given the prevailing trend in XPEV's improving operating margins). This will then allow better price discovery when the companies can then be valued on their P/E ratios.</p>\n<img src=\"https://static.tigerbbs.com/fa975ce545e950a20f809bcc7f698ef6\" tg-width=\"911\" tg-height=\"594\">\n<table>\n <tbody>\n  <tr></tr>\n </tbody>\n</table>\n<p><b>Conclusion and Risks</b></p>\n<p>XPEV's stock price may benefit from two key catalysts: (1) expansion of manufacturing facility in Wuhan, which will concretely raise visibility of revenue growth which is expected to double; (2) a valuation regime change as it progresses from a loss making company to a profitable one, expected by this year. Furthermore, it is worth noting that the valuation is not lofty as compared to price levels in 4Q2020, having fallen over the last couple of months.</p>\n<p>Competition may exist and remain intense, but given the large size of China's market and that there are only a couple of notable players (i.e. NIO, LI), the market remains largely an oligopoly which allows XPEV to retain pricing power.</p>\n<p>Much feared risks of execution in the past appear to have materialized but not in a big way, i.e. the previously expected chip shortage. Given the progression to a post-COVID economy, supply chain links should improve and reduce similar risks in the future.</p>\n<p>On a standalone basis, XPEV's prospects appear bright, and now the key hurdle is whether the NASDAQ will find momentum and exceed previous highs. The base case for this should lean towards the positive as the market is merely in the first year of the economic recovery after the pandemic. Recent price consolidation appears to have created a technical setup for a reawakening of price momentum as consumer activity revives post-pandemic.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>XPeng Inc.: A Reawakening</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\">\nXPeng Inc.: A Reawakening\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-09 23:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4418326-xpeng-inc-reawakening><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nValuation is middling but not overvalued like in the past.\nRecent announcement of capacity expansion in Wuhan lends better operational and sales visibility.\nCompany could breakeven and ...</p>\n\n<a href=\"https://seekingalpha.com/article/4418326-xpeng-inc-reawakening\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XPEV":"小鹏汽车"},"source_url":"https://seekingalpha.com/article/4418326-xpeng-inc-reawakening","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1142324412","content_text":"Summary\n\nValuation is middling but not overvalued like in the past.\nRecent announcement of capacity expansion in Wuhan lends better operational and sales visibility.\nCompany could breakeven and finally reach positive profits soon; major improvements seen in operating margins.\nFeared chip shortage (i.e. supply disruption) was not a disaster, deliveries are still strong.\n\nPhoto by Robert Way/iStock Editorial via Getty Images\nIntroduction\nThe stock price of XPEV has been converging with the performance of the S&P 500 since March 2021, as compared to its massive outperformance in 4Q2020. This could be view positively or negatively. On the bright side, this suggests that price performance would become more predictable with lower volatility, indicative of a broadening consensus on the fundamental prospects of the company. On the other hand, traders may be disappointed its lack of momentum. Therefore, this is probably a good time to stop viewing XPEV as purely a trade, but re-analyze its merits as a fundamentally-driven investment.\nThe frenetic performance of XPEV has calmed down in recent weeks, allowing its one year performance to track the S&P 500 more closely\nSource: SeekingAlpha\nXPEV's G3 Super Long Range Smart SUV\nSource: XPeng Motors (G3、P7) Intelligent electric car with Internet DNA\nIndustry and commercial positives\nOptimism on EVs and strong industry growth rates are common knowledge by now. The following points suggest specific positives for XPEV that remain intact despite relatively ebbing momentum on the stock's price (as compared to 4Q2020):\n\nDeliveries met despite fears on chip shortage.While the stock's price momentum appears to have ebbed, recent news continues to remain positive. At an industry level, Chinese vehicle manufacturers XPEV andNIOmanaged to manufacture the expected numbers of vehicle deliveries, despite much feared chip shortages.XPEV chalked in record quarterly deliveries of 13,340 EVs in Q1 2021, +487% over the year and +130% over the month in March.NIO delivered 20,060 +423% over the year while Q1 deliveries rose 15.6% to 20,060. The challenge these EV manufacturers face now is not so much the ability to deliver on its numbers, but on being able to meet high expectations for the stock price to gain further traction.\nGovernment support, China's creation of an EV ecosystem.XPEV's strong deliveries describe not only excellent support from the private sector, but also the Chinese government's push to develop this part of its industry. XPEV has entered into an agreement with the city of Wuhan to build a factory with a capacity of 100,000 EV units. This is a very significant piece of news, considering its deliveries of just 5,102 in March 2021. Annualizing this number, the new capacity will be more than the whole of XPEV's total historical annual production. This news is interesting and significant since it was just released this week, suggesting it may have yet to be factored into analysts' forecast numbers. This is made more important as XPEV has always been considered a laggard in production capabilities to its larger cousin NIO. General Chinese government support for the EV ecosystem is strong, and the new facility in Wuhan echoes earlier provincial government financial support ($77m) in Guangdong. The reality is, for EVs to gain traction, government willingness to support infrastructure initiatives are highly important (e.g. permits for charging stations, creating incentives to convert from old polluting vehicles to green vehicles, etc.). With China's tradition of central planning, the EV ecosystem is placed on the right footing.\nListing in Hong Kong adds to investor base and liquidity.Going forward,XPEV,NIO, and LI intend tolistin Hong Kong this year. This is a strategic move, and makes the valuation of these companies less susceptible by US political bashing (e.g. the threat of being de-listed) should it occur, since it reflects a wider geographical base. The valuations of these companies may even get a boost given greater global liquidity due to added trading in the Asian time zone.\n\nOf note, in late March, XPEV held an autonomous driving expedition covering eight cities in China and 3,675 kilometers. The exercise was successful, as minimal human intervention was needed during the expedition and adds another brownie point to XPEV's research and development efforts, placing XPEV on the competitive landscape against rivals such as TSLA and NIO on autonomous driving. Apparently, XPEV's autonomous driving results performed better than TSLA's with fewer human interventions per 100km and better navigation in complex situations.\nXPEV's improving financials\nNow that we have several quarters of financial data on XPEV, it is worth reviewing how its metrics have been performing. Firstly, market expectations aside, deliveries have been very good as abovementioned, and this is flowing through to revenue numbers. As shown in the below table, growth has been very strong, and revenues are expected to more than double in 2021 and continue to double in 2022. Such growth rates place XPEV at the top end of manufacturing firms, as expected of the fast-growing EV market.\nAnother point to note is the improvement in operating margins. As with any \"new tech\" company, initial investments would cause hugely negative operating margins in the beginning. What's important is the company's ability to improve margins and reduce costs over time. In this respect, XPEV has done a good job, with operating margins improving sequentially each quarter. Of note, operating margins started to see major improvements between the Jun-2020 (-142%) and Dec-2020 (-39%) quarters as shown in the table below. Given this trend, the company is likely to breakeven and register positive profits soon, which could be a catalytic re-rating for XPEV. When we pair this analysis with the stock price, it appears that XPEV's recently soft stock price performance is not justified.\nMeanwhile, the balance sheet is expected to remain strong. Equity to total liabilities & equity is 23% as at Dec-2020. As abovementioned, further capital raises with a forthcoming Hong Kong listing will add to XPEV's cash buffer.\nXPEV's performance improvement in both revenue and operating margin trends appear to have been ignored by the market due to recent the broad market capitulation\n*EST = estimate by analysts' consensus from SeekingAlpha\nXPEV's valuation: somewhere in the middle\nXPEV's stock price has done well over the last 6 months versus peers. On a TTM P/S, XPEV is near the middle although its FWD P/S is trading at a premium. However, there could be a general re-rating of the P/S of the sector if the Chinese EV manufacturers reach breakeven in 2021 and record positive profits (our base case belief, given the prevailing trend in XPEV's improving operating margins). This will then allow better price discovery when the companies can then be valued on their P/E ratios.\n\n\n\n\n\n\nConclusion and Risks\nXPEV's stock price may benefit from two key catalysts: (1) expansion of manufacturing facility in Wuhan, which will concretely raise visibility of revenue growth which is expected to double; (2) a valuation regime change as it progresses from a loss making company to a profitable one, expected by this year. Furthermore, it is worth noting that the valuation is not lofty as compared to price levels in 4Q2020, having fallen over the last couple of months.\nCompetition may exist and remain intense, but given the large size of China's market and that there are only a couple of notable players (i.e. NIO, LI), the market remains largely an oligopoly which allows XPEV to retain pricing power.\nMuch feared risks of execution in the past appear to have materialized but not in a big way, i.e. the previously expected chip shortage. Given the progression to a post-COVID economy, supply chain links should improve and reduce similar risks in the future.\nOn a standalone basis, XPEV's prospects appear bright, and now the key hurdle is whether the NASDAQ will find momentum and exceed previous highs. The base case for this should lean towards the positive as the market is merely in the first year of the economic recovery after the pandemic. Recent price consolidation appears to have created a technical setup for a reawakening of price momentum as consumer activity revives post-pandemic.","news_type":1},"isVote":1,"tweetType":1,"viewCount":142,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":372551946,"gmtCreate":1619228983985,"gmtModify":1704721547409,"author":{"id":"3579847774906377","authorId":"3579847774906377","authorIdStr":"3579847774906377","name":"sqtan","avatar":"https://static.tigerbbs.com/32bd142742d4c9dd3925e4cc32b92c04","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579847774906377"},"themes":[],"htmlText":"Really? Like and comments!&nbsp;","listText":"Really? Like and comments!&nbsp;","text":"Really? Like and comments!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/372551946","repostId":"1170805005","repostType":2,"repost":{"id":"1170805005","pubTimestamp":1619181499,"share":"https://ttm.financial/m/news/1170805005?lang=&edition=fundamental","pubTime":"2021-04-23 20:38","market":"us","language":"en","title":"Alibaba: The End Hasn't Come","url":"https://stock-news.laohu8.com/highlight/detail?id=1170805005","media":"seekingalpha","summary":"Alibaba's shares are down a lot from last year's highs, as a reaction to the market worrying about a range of issues.None of them seems to be too material, though, and the fear that has gripped the market has resulted in a quite inexpensive valuation.Alibaba is a high-growth mega-corp that trades like a low-growth company. This provides considerable upside potential in the long run.Alibabahas widely underperformed the broad market and most of its tech peers over the last six months, mainly due t","content":"<p><b>Summary</b></p>\n<ul>\n <li>Alibaba's shares are down a lot from last year's highs, as a reaction to the market worrying about a range of issues.</li>\n <li>None of them seems to be too material, though, and the fear that has gripped the market has resulted in a quite inexpensive valuation.</li>\n <li>Alibaba is a high-growth mega-corp that trades like a low-growth company. This provides considerable upside potential in the long run.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e9e22edb23ea75da683065efacc8a826\" tg-width=\"768\" tg-height=\"512\"><span>Photo by Andrew Burton/Getty Images News via Getty Images</span></p>\n<p><b>Article Thesis</b></p>\n<p>Alibaba(NYSE:BABA)has widely underperformed the broad market and most of its tech peers over the last six months, mainly due to worries about regulatory pressures, anti-trust legalization, etc. Most of those issues have been resolved now, and it looks like Alibaba's value wasn't really damaged to a large degree. Alibaba remains a leading tech &amp; consumer play in high-growth China that continues to trade at a clear discount compared to most US-based tech peers. There are risks, but Alibaba seems attractive at current prices.</p>\n<p><b>Hundreds Of Billions Destroyed</b></p>\n<p>Looking at Alibaba's market capitalization over the last year, there is a very clear decline in how the market values the company over time:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8b2945ae7abd07b0f49f495052b1d48c\" tg-width=\"635\" tg-height=\"403\"><span>Data by YCharts</span></p>\n<p>From a peak in fall 2020, Alibaba's market cap has declined by 25% or a little more than $200 billion to date. The reasoning for that is not based on any type of fundamental slow-down, revenue decline, or similar, showcased by Alibaba's excellent results during the most recent quarters:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eeea73c74f3890fadff9c321d70fdd47\" tg-width=\"1280\" tg-height=\"960\"><span>Source: Investor presentation</span></p>\n<p>Not only has Alibaba continued to deliver revenue growth of well above 30% since then, but the company also continued to make progress in attractive high-growth spaces such as cloud computing. Alibaba's cloud unit broke even for the first time since inception as its scale is increasing, which bodes well for the future bottom-line contribution of this unit. Last but not least, Alibaba's free cash flow generation remained strong, and its margins remained attractive.</p>\n<p>Thus the big drop in the value the market ascribes to Alibaba's shares must have been caused by something else, which is market sentiment and psychology. Some negative news around Ant Financial's postponed IPO made the market fear looming regulatory pressures on Alibaba. This was exacerbated by anti-trust and anti-monopoly investigations. These were, of course, negatives, but not to the extent that the market priced them in.</p>\n<p>Looking at Alibaba's market capitalization, which declined by more than $200 billion over the last six months, one could assume that regulators would look to impose a fine of dozens or even hundreds of billions of dollars on Alibaba. That was, however, not the outcome of the investigations.</p>\n<p><b>Things Are Clearing Up For Alibaba</b></p>\n<p>Instead, Chinese regulators gave a slap on the wrist, seeking a$2.75 billion finefrom Alibaba. That sounds like a lot, but it really isn't all that much when we consider Alibaba's immense size:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9777ed30a0bc29e8fdcd0373fe98e366\" tg-width=\"640\" tg-height=\"160\"><span>Source: Alibaba filing</span></p>\n<p>Alibaba generated cash of $15.8 billion through its operations during the most recent quarter, or a little over $5 billion a month. The fine that was imposed on the company thus is equal to about two weeks' worth of cash flows. Is that a positive? No, it's a negative. Is it a large negative? In fact, it seems barely noticeable compared to Alibaba's size. We can also look at how this fine compares to Alibaba's cash holding of more than $50 billion, and, once again, we are talking about a very minor fine relative to how the company is doing. What could be a company-breaking fine for any mid-sized business will barely leave a dent in Alibaba's cash holding, and with this issue being resolved now, it is no wonder that&nbsp;shares have jumped&nbsp;following the ruling.</p>\n<p>The other theme that had pressured Alibaba's shares, Ant Financial's regulatory issues, has more or less been resolved as well. Ant Financial will be&nbsp;turned into a financial holding company, there will be some additional oversight, and there were some forced divestments. But this didn't break Ant Financial at all, and it seems questionable whether the hit to Alibaba's value was really all that material, as Alibaba is only a minority holder in Ant Financial anyways.</p>\n<p>Again, these developments that occurred over the last six months aren't positives, but they are not extremely large negatives. A $200+ billion drop in Alibaba's market capitalization seemed way overblown. The good thing about market overreactions, however, is that one can use them to get attractive entry prices (in case markets are overreacting to the downside) or attractive exit prices (in cases where markets are too exuberant).</p>\n<p>In Alibaba's case, the best time to load up on shares was when they traded for around $220 several times over the last six months. They have risen to a somewhat higher level since then, partially due to the market's realization that the $2.75 billion fine wasn't all that material, but Alibaba's shares are still looking quite inexpensive even now.</p>\n<p><b>Alibaba Is An Outstanding Value Among Tech Mega-Caps</b></p>\n<p>Looking at the largest companies in the world, by market capitalization, we see that most of them are tech companies, or at least tech-leaning, such as Tesla (TSLA). Alibaba stands out among those due to a quite low valuation:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/35e905980ec6f35fdbb0069b2386e4dd\" tg-width=\"635\" tg-height=\"521\"><span>Data by YCharts</span></p>\n<p>While others trade at 30-40 times net earnings mostly, with Amazon (AMZN) and especially Tesla trading at even higher valuations, Alibaba is valued at a very inexpensive 21 times forward earnings. This also represents a discount compared to broad US equity markets, which are trading for around 25 times forward earnings right now - at least partially due to the heavy weight of companies such as Apple (AAPL), Amazon, and Tesla.</p>\n<p>One may be inclined to conclude that Alibaba is trading at the lowest valuation among those companies due to a below-average growth outlook or below-average fundamentals, but that isn't true.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/059736c2aa39c317943026b469331d00\" tg-width=\"635\" tg-height=\"504\"><span>Data by YCharts</span></p>\n<p>While the other mega-caps have grown by 5%-40% in 2020, with an average of around 20%, Alibaba has delivered revenue growth of 35%-50% in each&nbsp;quarter of the current fiscal year. Clearly, Alibaba is growing faster than the average mega-cap, and most analysts expect that this will not change any time soon.</p>\n<p>Thanks to exposure to the high-growth, online-focused consumer market in its home country China, combined with excellent growth in additional franchises such as its cloud computing unit, Alibaba should be able to deliver compelling growth for the foreseeable future. Alibaba is an excellent play for the ongoing expansion of the Chinese economy, which just delivered&nbsp;record growth&nbsp;on a year-over-year basis.</p>\n<p>With a clean balance sheet thanks to a $50+ billion cash position, strong free cash flows, and attractive margins, Alibaba also seems like a very appropriate choice from a quality perspective. To me, the company doesn't look inferior to the major US tech companies on that basis.</p>\n<p><b>Risks To Consider</b></p>\n<p>There are, of course, still risks that one should consider before investing. It is possible that regulators demand more change from Alibaba, or impose additional fines, although that seems relatively unlikely for now as the current anti-monopoly investigation has just been concluded. Nevertheless, Alibaba is of course dependent to some degree on the goodwill of Chinese regulators and politicians.</p>\n<p>On top of that, due to a consumer-focused business model, Alibaba would seem quite vulnerable to any external shock that hits Chinese consumers hard. Since the country has weathered the current pandemic quite well and continues to deliver above-average economic growth rates, I don't think this is a likely scenario in the foreseeable future, though.</p>\n<p>I don't see Alibaba as an especially risky investment at all, but these factors should still be considered before making an investment, as should other potential risks that could affect the company. One should mention, however, that the top US companies are also, at least to some extent, dependent on regulatory goodwill and could see an impact from an economic downturn, thus Alibaba is not necessarily a much riskier choice than Facebook, for example.</p>\n<p><b>Takeaway</b></p>\n<p>Alibaba is a high-growth player with a strong market position in a country that continues to deliver above-average economic growth. Alibaba has strong fundamentals, and yet it trades at a quite inexpensive valuation, both on an absolute basis as well as compared to how other mega-caps are valued.</p>\n<p>Alibaba isn't a risk-less stock, but the risks seem quite bearable to me. At just 17 times 2022's net earnings, Alibaba looks attractive to me. Since the Ant Financial and anti-monopoly issues have cleared up, I believe that Alibaba's shares could rise considerably from the current level, as sentiment hopefully improves. It would be great to see management encourage such an upward move by being more aggressive with share repurchases, but there is no guarantee for that.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba: The End Hasn't Come</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba: The End Hasn't Come\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-23 20:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4420852-alibaba-the-end-hasnt-come><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nAlibaba's shares are down a lot from last year's highs, as a reaction to the market worrying about a range of issues.\nNone of them seems to be too material, though, and the fear that has ...</p>\n\n<a href=\"https://seekingalpha.com/article/4420852-alibaba-the-end-hasnt-come\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4420852-alibaba-the-end-hasnt-come","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1170805005","content_text":"Summary\n\nAlibaba's shares are down a lot from last year's highs, as a reaction to the market worrying about a range of issues.\nNone of them seems to be too material, though, and the fear that has gripped the market has resulted in a quite inexpensive valuation.\nAlibaba is a high-growth mega-corp that trades like a low-growth company. This provides considerable upside potential in the long run.\n\nPhoto by Andrew Burton/Getty Images News via Getty Images\nArticle Thesis\nAlibaba(NYSE:BABA)has widely underperformed the broad market and most of its tech peers over the last six months, mainly due to worries about regulatory pressures, anti-trust legalization, etc. Most of those issues have been resolved now, and it looks like Alibaba's value wasn't really damaged to a large degree. Alibaba remains a leading tech & consumer play in high-growth China that continues to trade at a clear discount compared to most US-based tech peers. There are risks, but Alibaba seems attractive at current prices.\nHundreds Of Billions Destroyed\nLooking at Alibaba's market capitalization over the last year, there is a very clear decline in how the market values the company over time:\nData by YCharts\nFrom a peak in fall 2020, Alibaba's market cap has declined by 25% or a little more than $200 billion to date. The reasoning for that is not based on any type of fundamental slow-down, revenue decline, or similar, showcased by Alibaba's excellent results during the most recent quarters:\nSource: Investor presentation\nNot only has Alibaba continued to deliver revenue growth of well above 30% since then, but the company also continued to make progress in attractive high-growth spaces such as cloud computing. Alibaba's cloud unit broke even for the first time since inception as its scale is increasing, which bodes well for the future bottom-line contribution of this unit. Last but not least, Alibaba's free cash flow generation remained strong, and its margins remained attractive.\nThus the big drop in the value the market ascribes to Alibaba's shares must have been caused by something else, which is market sentiment and psychology. Some negative news around Ant Financial's postponed IPO made the market fear looming regulatory pressures on Alibaba. This was exacerbated by anti-trust and anti-monopoly investigations. These were, of course, negatives, but not to the extent that the market priced them in.\nLooking at Alibaba's market capitalization, which declined by more than $200 billion over the last six months, one could assume that regulators would look to impose a fine of dozens or even hundreds of billions of dollars on Alibaba. That was, however, not the outcome of the investigations.\nThings Are Clearing Up For Alibaba\nInstead, Chinese regulators gave a slap on the wrist, seeking a$2.75 billion finefrom Alibaba. That sounds like a lot, but it really isn't all that much when we consider Alibaba's immense size:\nSource: Alibaba filing\nAlibaba generated cash of $15.8 billion through its operations during the most recent quarter, or a little over $5 billion a month. The fine that was imposed on the company thus is equal to about two weeks' worth of cash flows. Is that a positive? No, it's a negative. Is it a large negative? In fact, it seems barely noticeable compared to Alibaba's size. We can also look at how this fine compares to Alibaba's cash holding of more than $50 billion, and, once again, we are talking about a very minor fine relative to how the company is doing. What could be a company-breaking fine for any mid-sized business will barely leave a dent in Alibaba's cash holding, and with this issue being resolved now, it is no wonder that shares have jumped following the ruling.\nThe other theme that had pressured Alibaba's shares, Ant Financial's regulatory issues, has more or less been resolved as well. Ant Financial will be turned into a financial holding company, there will be some additional oversight, and there were some forced divestments. But this didn't break Ant Financial at all, and it seems questionable whether the hit to Alibaba's value was really all that material, as Alibaba is only a minority holder in Ant Financial anyways.\nAgain, these developments that occurred over the last six months aren't positives, but they are not extremely large negatives. A $200+ billion drop in Alibaba's market capitalization seemed way overblown. The good thing about market overreactions, however, is that one can use them to get attractive entry prices (in case markets are overreacting to the downside) or attractive exit prices (in cases where markets are too exuberant).\nIn Alibaba's case, the best time to load up on shares was when they traded for around $220 several times over the last six months. They have risen to a somewhat higher level since then, partially due to the market's realization that the $2.75 billion fine wasn't all that material, but Alibaba's shares are still looking quite inexpensive even now.\nAlibaba Is An Outstanding Value Among Tech Mega-Caps\nLooking at the largest companies in the world, by market capitalization, we see that most of them are tech companies, or at least tech-leaning, such as Tesla (TSLA). Alibaba stands out among those due to a quite low valuation:\nData by YCharts\nWhile others trade at 30-40 times net earnings mostly, with Amazon (AMZN) and especially Tesla trading at even higher valuations, Alibaba is valued at a very inexpensive 21 times forward earnings. This also represents a discount compared to broad US equity markets, which are trading for around 25 times forward earnings right now - at least partially due to the heavy weight of companies such as Apple (AAPL), Amazon, and Tesla.\nOne may be inclined to conclude that Alibaba is trading at the lowest valuation among those companies due to a below-average growth outlook or below-average fundamentals, but that isn't true.\nData by YCharts\nWhile the other mega-caps have grown by 5%-40% in 2020, with an average of around 20%, Alibaba has delivered revenue growth of 35%-50% in each quarter of the current fiscal year. Clearly, Alibaba is growing faster than the average mega-cap, and most analysts expect that this will not change any time soon.\nThanks to exposure to the high-growth, online-focused consumer market in its home country China, combined with excellent growth in additional franchises such as its cloud computing unit, Alibaba should be able to deliver compelling growth for the foreseeable future. Alibaba is an excellent play for the ongoing expansion of the Chinese economy, which just delivered record growth on a year-over-year basis.\nWith a clean balance sheet thanks to a $50+ billion cash position, strong free cash flows, and attractive margins, Alibaba also seems like a very appropriate choice from a quality perspective. To me, the company doesn't look inferior to the major US tech companies on that basis.\nRisks To Consider\nThere are, of course, still risks that one should consider before investing. It is possible that regulators demand more change from Alibaba, or impose additional fines, although that seems relatively unlikely for now as the current anti-monopoly investigation has just been concluded. Nevertheless, Alibaba is of course dependent to some degree on the goodwill of Chinese regulators and politicians.\nOn top of that, due to a consumer-focused business model, Alibaba would seem quite vulnerable to any external shock that hits Chinese consumers hard. Since the country has weathered the current pandemic quite well and continues to deliver above-average economic growth rates, I don't think this is a likely scenario in the foreseeable future, though.\nI don't see Alibaba as an especially risky investment at all, but these factors should still be considered before making an investment, as should other potential risks that could affect the company. One should mention, however, that the top US companies are also, at least to some extent, dependent on regulatory goodwill and could see an impact from an economic downturn, thus Alibaba is not necessarily a much riskier choice than Facebook, for example.\nTakeaway\nAlibaba is a high-growth player with a strong market position in a country that continues to deliver above-average economic growth. Alibaba has strong fundamentals, and yet it trades at a quite inexpensive valuation, both on an absolute basis as well as compared to how other mega-caps are valued.\nAlibaba isn't a risk-less stock, but the risks seem quite bearable to me. At just 17 times 2022's net earnings, Alibaba looks attractive to me. Since the Ant Financial and anti-monopoly issues have cleared up, I believe that Alibaba's shares could rise considerably from the current level, as sentiment hopefully improves. It would be great to see management encourage such an upward move by being more aggressive with share repurchases, but there is no guarantee for that.","news_type":1},"isVote":1,"tweetType":1,"viewCount":198,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":375575133,"gmtCreate":1619378155222,"gmtModify":1704722936017,"author":{"id":"3579847774906377","authorId":"3579847774906377","authorIdStr":"3579847774906377","name":"sqtan","avatar":"https://static.tigerbbs.com/32bd142742d4c9dd3925e4cc32b92c04","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579847774906377"},"themes":[],"htmlText":"Oh no","listText":"Oh no","text":"Oh no","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/375575133","repostId":"1101099559","repostType":4,"isVote":1,"tweetType":1,"viewCount":212,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":341651712,"gmtCreate":1617810407436,"gmtModify":1704703508958,"author":{"id":"3579847774906377","authorId":"3579847774906377","authorIdStr":"3579847774906377","name":"sqtan","avatar":"https://static.tigerbbs.com/32bd142742d4c9dd3925e4cc32b92c04","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579847774906377"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/341651712","repostId":"2125728739","repostType":4,"repost":{"id":"2125728739","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":1617809510,"share":"https://ttm.financial/m/news/2125728739?lang=&edition=fundamental","pubTime":"2021-04-07 23:31","market":"us","language":"en","title":"Uber, Lyft tout U.S. ride-hail driver pay, incentives amid demand uptick","url":"https://stock-news.laohu8.com/highlight/detail?id=2125728739","media":"Reuters","summary":"April 7 (Reuters) - Uber Technologies Inc and Lyft Inc said U.S. drivers on their ride-hail platform","content":"<p>April 7 (Reuters) - Uber Technologies Inc and Lyft Inc said U.S. drivers on their ride-hail platforms were earning significantly more than before the pandemic as trip demand outstrips driver supply, prompting the companies to offer extra incentives.</p><p>Uber on Wednesday said it would invest an additional $250 million to further boost driver earnings and offer payment guarantees in an effort to incentivize new and existing drivers.</p><p>Uber's Vice President of U.S. &amp; Canada Mobility, Dennis Cinelli, in a blog post told drivers to take advantage of higher earnings before pay returns to pre-COVID-19 levels as more drivers return to the platform.</p><p>Uber said drivers spending 20 hours online per week were seeing median hourly earnings of around $31 in Philadelphia and close to $29 in Chicago. Those earnings are after Uber's fee but before expenses, which drivers are responsible for as independent contractors.</p><p>Lyft on Tuesday said drivers in the company's top-25 markets were earning an average of $36 per hour compared to $20 per hour pre-pandemic. In Denver, drivers earn as much as $44 per hour on average, the company said. Lyft is also offering additional incentives and promotions in select markets.</p><p>The uptick in demand comes as more U.S. states lift lockdown restrictions implemented in response to the COVID-19 pandemic, vaccination rates increase and a growing number of Americans start moving again.</p><p>But ride-hail drivers, many of whom stopped driving during the height of the pandemic over safety concerns and amid sluggish demand, have been slow to return to the road.</p><p>Uber and Lyft executives have told investors driver supply was a concern going into the second half of the year, when demand is expected to ramp up further. Lyft said investments to boost driver supply will create first-quarter revenue headwind of $10 million to $20 million.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Uber, Lyft tout U.S. ride-hail driver pay, incentives amid demand uptick</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\">\nUber, Lyft tout U.S. ride-hail driver pay, incentives amid demand uptick\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-04-07 23:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>April 7 (Reuters) - Uber Technologies Inc and Lyft Inc said U.S. drivers on their ride-hail platforms were earning significantly more than before the pandemic as trip demand outstrips driver supply, prompting the companies to offer extra incentives.</p><p>Uber on Wednesday said it would invest an additional $250 million to further boost driver earnings and offer payment guarantees in an effort to incentivize new and existing drivers.</p><p>Uber's Vice President of U.S. &amp; Canada Mobility, Dennis Cinelli, in a blog post told drivers to take advantage of higher earnings before pay returns to pre-COVID-19 levels as more drivers return to the platform.</p><p>Uber said drivers spending 20 hours online per week were seeing median hourly earnings of around $31 in Philadelphia and close to $29 in Chicago. Those earnings are after Uber's fee but before expenses, which drivers are responsible for as independent contractors.</p><p>Lyft on Tuesday said drivers in the company's top-25 markets were earning an average of $36 per hour compared to $20 per hour pre-pandemic. In Denver, drivers earn as much as $44 per hour on average, the company said. Lyft is also offering additional incentives and promotions in select markets.</p><p>The uptick in demand comes as more U.S. states lift lockdown restrictions implemented in response to the COVID-19 pandemic, vaccination rates increase and a growing number of Americans start moving again.</p><p>But ride-hail drivers, many of whom stopped driving during the height of the pandemic over safety concerns and amid sluggish demand, have been slow to return to the road.</p><p>Uber and Lyft executives have told investors driver supply was a concern going into the second half of the year, when demand is expected to ramp up further. Lyft said investments to boost driver supply will create first-quarter revenue headwind of $10 million to $20 million.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LYFT":"Lyft, Inc.","UBER":"优步"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2125728739","content_text":"April 7 (Reuters) - Uber Technologies Inc and Lyft Inc said U.S. drivers on their ride-hail platforms were earning significantly more than before the pandemic as trip demand outstrips driver supply, prompting the companies to offer extra incentives.Uber on Wednesday said it would invest an additional $250 million to further boost driver earnings and offer payment guarantees in an effort to incentivize new and existing drivers.Uber's Vice President of U.S. & Canada Mobility, Dennis Cinelli, in a blog post told drivers to take advantage of higher earnings before pay returns to pre-COVID-19 levels as more drivers return to the platform.Uber said drivers spending 20 hours online per week were seeing median hourly earnings of around $31 in Philadelphia and close to $29 in Chicago. Those earnings are after Uber's fee but before expenses, which drivers are responsible for as independent contractors.Lyft on Tuesday said drivers in the company's top-25 markets were earning an average of $36 per hour compared to $20 per hour pre-pandemic. In Denver, drivers earn as much as $44 per hour on average, the company said. Lyft is also offering additional incentives and promotions in select markets.The uptick in demand comes as more U.S. states lift lockdown restrictions implemented in response to the COVID-19 pandemic, vaccination rates increase and a growing number of Americans start moving again.But ride-hail drivers, many of whom stopped driving during the height of the pandemic over safety concerns and amid sluggish demand, have been slow to return to the road.Uber and Lyft executives have told investors driver supply was a concern going into the second half of the year, when demand is expected to ramp up further. Lyft said investments to boost driver supply will create first-quarter revenue headwind of $10 million to $20 million.","news_type":1},"isVote":1,"tweetType":1,"viewCount":11,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":378802390,"gmtCreate":1619013822610,"gmtModify":1704718322684,"author":{"id":"3579847774906377","authorId":"3579847774906377","authorIdStr":"3579847774906377","name":"sqtan","avatar":"https://static.tigerbbs.com/32bd142742d4c9dd3925e4cc32b92c04","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579847774906377"},"themes":[],"htmlText":"Go go go","listText":"Go go go","text":"Go go 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dogecoin?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/195060172","repostId":"1193810245","repostType":4,"repost":{"id":"1193810245","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":1621231602,"share":"https://ttm.financial/m/news/1193810245?lang=&edition=fundamental","pubTime":"2021-05-17 14:06","market":"us","language":"en","title":"Elon Musk said,To clarify speculation, Tesla has not sold any Bitcoin.","url":"https://stock-news.laohu8.com/highlight/detail?id=1193810245","media":"Tiger Newspress","summary":"Elon Musk said,To clarify speculation, Tesla has not sold any Bitcoin.Bitcoin price bounced back to ","content":"<p>Elon Musk&nbsp;said,To clarify speculation, Tesla has not sold any Bitcoin.</p><p><img src=\"https://static.tigerbbs.com/4b281e26b49ccf140e26d7c8fad90414\" tg-width=\"898\" tg-height=\"185\" referrerpolicy=\"no-referrer\"></p><p>Bitcoin price&nbsp;bounced back to $45,000.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Elon Musk said,To clarify speculation, Tesla has not sold any Bitcoin.</title>\n<style 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14:06</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Elon Musk&nbsp;said,To clarify speculation, Tesla has not sold any Bitcoin.</p><p><img src=\"https://static.tigerbbs.com/4b281e26b49ccf140e26d7c8fad90414\" tg-width=\"898\" tg-height=\"185\" referrerpolicy=\"no-referrer\"></p><p>Bitcoin price&nbsp;bounced back to $45,000.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193810245","content_text":"Elon Musk said,To clarify speculation, Tesla has not sold any Bitcoin.Bitcoin price bounced back to 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