ISSEY1413 personal page - To The Moon

ISSEY1413

ISSEY1413

Be like Water 空手套白狼

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10-07

$Tiger Brokers(TIGR)$ in TIGR, I trust. [Observation] [Observation] [Observation]

10-07

$BABA-W(09988)$ ~~when I say Ali, you say BABA! [Sly] [Sly] [Sly] [Smart]

2022-04-08

Buy low. Sell high [LOL]

Is Apple Stock A Buy, Sell, Or Hold?

2022-04-30

What is WB rule #1

Berkshire Hathaway Earnings Fall on Investment Losses

2022-03-19

Gambling

Why the Heck Is AMC Entertainment Buying a Gold and Silver Mine?

2022-08-22

[Miser] [Miser] [Miser] [Miser] [Miser]

Alibaba: Fortunes Will Be Made

2022-03-26

🥭yummy article....

What Are MANGO Stocks? Why MANGO Stocks Could Outperform？

2022-06-01

[Cool] [Cool] [Cry]

7 Undervalued Large-Cap Stocks to Buy for June

2022-11-23

[Miser] [Miser] [Miser]

UP Fintech Posts US$55.41 Million for 2022 Q3 Revenue

2022-08-12

[Spurting] [Spurting] [Spurting]

Alibaba: More Bad News

2022-05-11

Buy the dip

3 Beaten-Down Growth Stocks Worth Buying on the Dip

2022-05-04

Huge dipppppp otw....let's go

Federal Reserve Meeting: Will Peak Hawkishness Spark Dow Jones Relief Rally?

2022-08-26

[Speechless] [Speechless] [Speechless]

Powell Warns of "Some Pain" Ahead As the Fed Fights to Bring Down Inflation

12-19

2025 Tiger Brokers Trade To Win

Find out more here:2025 Tiger Brokers Trade To Win Join my team now! Team name: Banker Tiger Assemble your team and seize victory!

2025 Tiger Brokers Trade To Win

2022-10-18

[Cool] [Cool] [Cool] [Cool]

Here's the FAANG Stock Wall Street Thinks Will Soar the Most Over the Next 12 Months

2022-09-27

Buy buy and buy

Meta Platforms Rises As RBC Says Concerns Over Reels "Reaching Fever Pitch"

2022-08-19

[Cool] [Cool] [Cool] [Cool] [Cool] [Cool]

Alibaba: Investment Of The Decade As Expansion Drives Growth

Go to Tiger App to see more news

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Tiger Brokers Trade To Win","htmlText":"Find out more here:<a href=\"https://tigr.link/to?data=aHR0cHM6Ly9zZy5ldGFzcGhlcmUuY29tL2FjdGl2aXR5L21hcmtldC9zdG9jay1nYW1lLz9vcz1hbmRyb2lkJnV0bV9jYW1wYWlnbj0yMDI0MDcwMjE2NTQwNCZhZGNvZGU9MjAyNDA3MDIxNjU0MDQmdXRtX21lZGl1bT10aWdlcl9jb21tdW5pdHkmc2tpbj0xJmVkaXRpb249ZnVuZGFtZW50YWwmc2hhcmVJRD02NmJjZGE0MTQ2ODc4YjdmYjZlN2MyNDk0ZDEzYzM0ZiZwbGF0Zm9ybT1hbmRyb2lkJmZlYXR1cmU9TWUmb3JpZ2luYWxfbW9kdWxlPWg1X21hdGVyaWFsJmFjdGlvbklEPTExNThmNGZlZTA3YjE3ZjgwMDU0MzI2OTM4ODEyOWQ4Jmludml0ZT05M01LTzcmbGFuZz1lbl9VUyZ1dG1fc291cmNlPWludml0ZSMv\">2025 Tiger Brokers Trade To Win</a> Join my team now!&nbsp; Team name:&nbsp;Banker Tiger Assemble your team and seize victory!","listText":"Find out more here:<a href=\"https://tigr.link/to?data=aHR0cHM6Ly9zZy5ldGFzcGhlcmUuY29tL2FjdGl2aXR5L21hcmtldC9zdG9jay1nYW1lLz9vcz1hbmRyb2lkJnV0bV9jYW1wYWlnbj0yMDI0MDcwMjE2NTQwNCZhZGNvZGU9MjAyNDA3MDIxNjU0MDQmdXRtX21lZGl1bT10aWdlcl9jb21tdW5pdHkmc2tpbj0xJmVkaXRpb249ZnVuZGFtZW50YWwmc2hhcmVJRD02NmJjZGE0MTQ2ODc4YjdmYjZlN2MyNDk0ZDEzYzM0ZiZwbGF0Zm9ybT1hbmRyb2lkJmZlYXR1cmU9TWUmb3JpZ2luYWxfbW9kdWxlPWg1X21hdGVyaWFsJmFjdGlvbklEPTExNThmNGZlZTA3YjE3ZjgwMDU0MzI2OTM4ODEyOWQ4Jmludml0ZT05M01LTzcmbGFuZz1lbl9VUyZ1dG1fc291cmNlPWludml0ZSMv\">2025 Tiger Brokers Trade To Win</a> Join my team now!&nbsp; Team name:&nbsp;Banker Tiger Assemble your team and seize victory!","text":"Find out more here:2025 Tiger Brokers Trade To Win Join my team now! Team name: Banker Tiger Assemble your team and seize victory!","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/383272597016832","isVote":1,"tweetType":1,"viewCount":107,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":379800463077424,"gmtCreate":1733761277635,"gmtModify":1734595173797,"author":{"id":"3580024367177542","authorId":"3580024367177542","name":"ISSEY1413","avatar":"https://static.tigerbbs.com/3aae359514ad4455bfc28cf62f608a5e","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3580024367177542","idStr":"3580024367177542"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$ </a> i got the Power! pOwer poWer[Cool]&nbsp;&nbsp;","listText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$ </a> i got the Power! pOwer poWer[Cool]&nbsp;&nbsp;","text":"$Tiger Brokers(TIGR)$ i got the Power! pOwer poWer[Cool]","images":[{"img":"https://community-static.tradeup.com/news/5a956f0e70a9ffa3c0337c2cfab8d461","width":"906","height":"1459"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/379800463077424","isVote":1,"tweetType":1,"viewCount":30,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010968","authorId":"10000000000010968","name":"Tiger_CashBoostAccount","avatar":"https://community-static.tradeup.com/news/ae2d4002ef9664aba005cb3020f416f5","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010968","idStr":"10000000000010968"},"content":"Your portfolio is looking fantastic! Keep up the excellent work with your value and swing trading strategies. Trade with Tiger Cash Boost Account and use contra trading to enhance your strategies.💹💰Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with upcoming 0-commission, unlimited trading on SG, HK, and US stocks, as well as ETFs. Find out more here. Other helpful links: How to open a CBA. How to link your CDP account. Other FAQs on CBA. Cash Boost Account Website.","text":"Your portfolio is looking fantastic! Keep up the excellent work with your value and swing trading strategies. Trade with Tiger Cash Boost Account and use contra trading to enhance your strategies.💹💰Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with upcoming 0-commission, unlimited trading on SG, HK, and US stocks, as well as ETFs. Find out more here. Other helpful links: How to open a CBA. How to link your CDP account. Other FAQs on CBA. Cash Boost Account Website.","html":"Your portfolio is looking fantastic! Keep up the excellent work with your value and swing trading strategies. Trade with Tiger Cash Boost Account and use contra trading to enhance your strategies.💹💰Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with upcoming 0-commission, unlimited trading on SG, HK, and US stocks, as well as ETFs. Find out more here. Other helpful links: How to open a CBA. How to link your CDP account. Other FAQs on CBA. Cash Boost Account Website."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":357531708014848,"gmtCreate":1728297489400,"gmtModify":1728297495466,"author":{"id":"3580024367177542","authorId":"3580024367177542","name":"ISSEY1413","avatar":"https://static.tigerbbs.com/3aae359514ad4455bfc28cf62f608a5e","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3580024367177542","idStr":"3580024367177542"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/09988\">$BABA-W(09988)$ </a> ~~when I say Ali, you say BABA!&nbsp;[Sly]&nbsp;&nbsp;[Sly]&nbsp;&nbsp;[Sly]&nbsp;&nbsp;[Smart]&nbsp;&nbsp;","listText":"<a href=\"https://ttm.financial/S/09988\">$BABA-W(09988)$ </a> ~~when I say Ali, you say BABA!&nbsp;[Sly]&nbsp;&nbsp;[Sly]&nbsp;&nbsp;[Sly]&nbsp;&nbsp;[Smart]&nbsp;&nbsp;","text":"$BABA-W(09988)$ ~~when I say Ali, you say BABA! [Sly] [Sly] [Sly] [Smart]","images":[{"img":"https://community-static.tradeup.com/news/6f4f5a06880599c20d00644b8aac4ad2","width":"906","height":"1459"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":12,"link":"https://ttm.financial/post/357531708014848","isVote":1,"tweetType":1,"viewCount":619,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":357377078145232,"gmtCreate":1728259826429,"gmtModify":1728307802136,"author":{"id":"3580024367177542","authorId":"3580024367177542","name":"ISSEY1413","avatar":"https://static.tigerbbs.com/3aae359514ad4455bfc28cf62f608a5e","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3580024367177542","idStr":"3580024367177542"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$ </a> in TIGR, I trust.&nbsp;[Observation]&nbsp;&nbsp;[Observation]&nbsp;&nbsp;[Observation]&nbsp;&nbsp;","listText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$ </a> in TIGR, I trust.&nbsp;[Observation]&nbsp;&nbsp;[Observation]&nbsp;&nbsp;[Observation]&nbsp;&nbsp;","text":"$Tiger Brokers(TIGR)$ in TIGR, I trust. 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Here’s how you can maximize your winnings:🏆 Winning Guide 🏆Discover Exclusive Features:Click to explore the unique features you’re interested in.Watch the feature introduction videos and complete the corresponding tasksShow Your Love:Like your favorite featuresIf the features you like end up in the top three, you’ll share in extra grand prizes!Collect and Win:Complete special tasks to earn pieces.Collect all pieces to exchange for high-value rewards!💡 Pro Tips:Complete highlighted tasks to earn extra rewards and a big bonus!Ready to dive","text":"🎉 Unlock Your Path to $1,010 voucher with Our Winning Guide! 🎉Our exclusive anniversary event is now LIVE, and we want YOU to join in the fun! Not only can you explore our unique tech-driven features, but you also stand a chance to win incredible rewards. 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So fun[Cool] [Cool] [Cool] [Cool] [Cool] [Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941781709","isVote":1,"tweetType":1,"viewCount":384,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941781338,"gmtCreate":1680597476925,"gmtModify":1680597480739,"author":{"id":"3580024367177542","authorId":"3580024367177542","name":"ISSEY1413","avatar":"https://static.tigerbbs.com/3aae359514ad4455bfc28cf62f608a5e","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3580024367177542","idStr":"3580024367177542"},"themes":[],"htmlText":"Leggo participate&nbsp;","listText":"Leggo participate&nbsp;","text":"Leggo participate","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941781338","repostId":"9943960936","repostType":1,"repost":{"id":9943960936,"gmtCreate":1679046534725,"gmtModify":1680580626622,"author":{"id":"3527667667103859","authorId":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/c266ef25181ace18bec1262357bbe1a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667667103859","idStr":"3527667667103859"},"themes":[],"title":"【Game】Easter Egg Hunting with Tiger, Win Disney Shares and USD 120 Voucher","htmlText":"🐰🌷 Hop into the Easter spirit and join our \"Tiger's Egg Hunting\" game! 🎉Stand to win free Disney stocks and a USD 120 cash voucher!🎁🌟Our interactive Easter game is open to Tigers, and it's so easy to play! Simply jump and catch the egg, and you could be a lucky winner. 🐇That's not all. You can also invite your friends to join in the fun to earn more points. Plus, you can challenge your friends for a race up the leaderboard. Let's fly to the moon together!Don't miss out on this egg-citing opportunity to win BIG! Join the game now and hop on your way to victory. 🥳🐣<a href=\"https://www.tigerbrokers.com.sg/activity/market/2023/easter/?adcode=20230316162207#/\" target=\"_blank\">Join our Easter campaign now</a>","listText":"🐰🌷 Hop into the Easter spirit and join our \"Tiger's Egg Hunting\" game! 🎉Stand to win free Disney stocks and a USD 120 cash voucher!🎁🌟Our interactive Easter game is open to Tigers, and it's so easy to play! Simply jump and catch the egg, and you could be a lucky winner. 🐇That's not all. You can also invite your friends to join in the fun to earn more points. Plus, you can challenge your friends for a race up the leaderboard. Let's fly to the moon together!Don't miss out on this egg-citing opportunity to win BIG! Join the game now and hop on your way to victory. 🥳🐣<a href=\"https://www.tigerbrokers.com.sg/activity/market/2023/easter/?adcode=20230316162207#/\" target=\"_blank\">Join our Easter campaign now</a>","text":"🐰🌷 Hop into the Easter spirit and join our \"Tiger's Egg Hunting\" game! 🎉Stand to win free Disney stocks and a USD 120 cash voucher!🎁🌟Our interactive Easter game is open to Tigers, and it's so easy to play! Simply jump and catch the egg, and you could be a lucky winner. 🐇That's not all. You can also invite your friends to join in the fun to earn more points. Plus, you can challenge your friends for a race up the leaderboard. Let's fly to the moon together!Don't miss out on this egg-citing opportunity to win BIG! Join the game now and hop on your way to victory. 🥳🐣Join our Easter campaign now","images":[{"img":"https://community-static.tradeup.com/news/c90a7371a3bcd1e6c552d2aa23f72c33","width":"1200","height":"630"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943960936","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":390,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949801134,"gmtCreate":1678464080828,"gmtModify":1678464084926,"author":{"id":"3580024367177542","authorId":"3580024367177542","name":"ISSEY1413","avatar":"https://static.tigerbbs.com/3aae359514ad4455bfc28cf62f608a5e","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3580024367177542","idStr":"3580024367177542"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949801134","repostId":"9949803727","repostType":1,"repost":{"id":9949803727,"gmtCreate":1678463658269,"gmtModify":1678463661930,"author":{"id":"3479274793181513","authorId":"3479274793181513","name":"glintzi","avatar":"https://static.tigerbbs.com/916d922cdb12fb6f658dbad7646c76a5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3479274793181513","idStr":"3479274793181513"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/FFIE\">$Faraday Future Intelligent Electric Inc.(FFIE)$</a> <v-v data-views=\"1\"></v-v>&nbsp;FF plans to hold a special meeting for its shareholders at the end of this month to announce plans to issue an additional 50 million to existing shareholders,&nbsp;which&nbsp;means we are already over 700 million! That's enough money to push this baby to the moon.","listText":"<a href=\"https://ttm.financial/S/FFIE\">$Faraday Future Intelligent Electric Inc.(FFIE)$</a> <v-v data-views=\"1\"></v-v>&nbsp;FF plans to hold a special meeting for its shareholders at the end of this month to announce plans to issue an additional 50 million to existing shareholders,&nbsp;which&nbsp;means we are already over 700 million! That's enough money to push this baby to the moon.","text":"$Faraday Future Intelligent Electric Inc.(FFIE)$ FF plans to hold a special meeting for its shareholders at the end of this month to announce plans to issue an additional 50 million to existing shareholders, which means we are already over 700 million! That's enough money to push this baby to the moon.","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949803727","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":439,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957639224,"gmtCreate":1677203463968,"gmtModify":1677203467543,"author":{"id":"3580024367177542","authorId":"3580024367177542","name":"ISSEY1413","avatar":"https://static.tigerbbs.com/3aae359514ad4455bfc28cf62f608a5e","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3580024367177542","idStr":"3580024367177542"},"themes":[],"htmlText":"[Duh]&nbsp;[Duh]&nbsp;[Duh]&nbsp;[Duh]&nbsp;","listText":"[Duh]&nbsp;[Duh]&nbsp;[Duh]&nbsp;[Duh]&nbsp;","text":"[Duh] [Duh] [Duh] [Duh]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957639224","repostId":"2313813149","repostType":2,"repost":{"id":"2313813149","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1677188160,"share":"https://ttm.financial/m/news/2313813149?lang=&edition=fundamental","pubTime":"2023-02-24 05:36","market":"us","language":"en","title":"Chinese Stocks Are a Big Risk. Russia and Taiwan Are the Reasons Why. -- Barrons.com","url":"https://stock-news.laohu8.com/highlight/detail?id=2313813149","media":"Dow Jones","summary":"By Reshma Kapadia \n\n\n     Chinese stocks have rebounded as the country emerges from three years of z","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<pre>\nBy Reshma Kapadia \n</pre>\n<p>\n     Chinese stocks have rebounded as the country emerges from three years of zero-Covid restrictions, but a recent escalation in tensions with the U.S. could add to wariness about investing in the world's second largest economy. \n</p>\n<p>\n     While Chinese stocks were up almost 40% from late fall, they have taken a breather in the past 10 days. The <a href=\"https://laohu8.com/S/EEMA\">iShares</a> MSCI  China exchange-traded fund (ticker: MCHI) was down 5% to $49.27. \n</p>\n<p>\n     There is some concern that China's economic recovery may not be as smooth as investors hoped: Policy makers have been reluctant to be more aggressive in their fiscal stimulus and consumers aren't rushing out to borrow more or buy homes. \n</p>\n<p>\n     But geopolitics also weighs heavily on just how big of a bet investors want to take, especially as there continue to be flashpoints between the U.S. and China. \n</p>\n<p>\n     The U.S. plans to increase troops to Taiwan from roughly 30 a year ago to about 100 to 200 to help the island democracy's military, according to The Wall Street Journal. The move comes amid rising concerns of a possible conflict related to Taiwan, especially after China responded with live-fire military exercises to former House Speaker Nancy Pelosi's visit to the island last summer. \n</p>\n<p>\n     Separately, The Wall Street Journal also reported the U.S. is considering releasing intelligence that Beijing could rethink its restraint in supplying Russia with weapons. China's relationship with Russia has been a potential flashpoint since Russia attacked Ukraine a year ago. \n</p>\n<p>\n     Citing people familiar with the plan, The Wall Street Journal reported this week that China's Xi Jinping was preparing to visit Moscow for a summit with Vladimir Putin in coming months. China has been a major buyer of Russian oil and has also sold it microchips and other advanced technology. In response, the U.S. has stepped up its warnings to China about its relationship with Russia. \n</p>\n<p>\n     This plays out amid a changing global world order as China tries to take a more aggressive stance and the U.S. encourages its allies to be more restrictive with China, including limiting its access to advanced technology. The European Union, for example, followed moves in the U.S. to ban TikTok from staff devices, citing cybersecurity concerns. \n</p>\n<p>\n     As tensions grow, Anna Ashton, director of China corporate affairs and US-China at Eurasia Group, expects an expansion in measures under consideration to restrict China. In the near-term that could be similar to the blacklisting of six Chinese companies linked to that country's balloon program following the Chinese spy balloon incident. \n</p>\n<p>\n     Near-term targets could include more companies tied to China's defense industrial complex. The targets also could involve dual-use semiconductor firms and drone-related companies with commercial products that could be used for military purposes, Ashton adds. \n</p>\n<p>\n     While Beacon Policy Advisors analyst Owen Tedford also sees the administration looking to restrict sales or investments in companies providing raw materials and hardware to China's military, he doesn't expect artificial intelligence companies targeted with restrictions, unless they are engaged in surveillance. For now, that should spare Alibaba Group <a href=\"https://laohu8.com/S/BABA\">$(BABA)$</a> and Baidu <a href=\"https://laohu8.com/S/BIDU\">$(BIDU)$</a>, which are more consumer-oriented, he says. \n</p>\n<p>\n     If more evidence emerges that China is assisting Russia in its attack on Ukraine, Ashton warns more secondary sanctions could be possible. That could mean the U.S. places restrictions on even a foreign company doing business with a Chinese company the U.S. has sanctioned.  While those sanctions may not hit the many widely owned Chinese stocks in investors' portfolios, it adds to recent consternation about longer term allocations to China. \n</p>\n<p>\n     Beyond the geopolitical, even those focused on China's fundamentals are mixed about what happens after the initial near-term boost to Chinese stocks as the economy begins to wake-up from the Covid restrictions and crackdowns that have strangled it in recent years. Among the concerns: The shape of the economy under Xi now that he has consolidated power. For example, Xi could tighten control over China's financial affairs further. The Wall Street Journal, citing people familiar with the discussions, on Thursday reported he is preparing to put in key associates to run the People's Bank of China -- a move that could make the central bank less independent. China's National Party Congress meeting in early March will offer more insight on coming policy moves, including whether Beijing will loosen its purse strings further to bolster the economy and take other efforts to revive the economy, including the still ailing property sector. \n</p>\n<p>\n     Write to Reshma Kapadia at reshma.kapadia@barrons.com \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  February 23, 2023 16:36 ET (21:36 GMT)\n</p>\n<p>\n  Copyright (c) 2023 Dow Jones &amp; Company, Inc.\n</p>\n</font>","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>Chinese Stocks Are a Big Risk. Russia and Taiwan Are the Reasons Why. -- Barrons.com</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\">\nChinese Stocks Are a Big Risk. Russia and Taiwan Are the Reasons Why. -- Barrons.com\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-02-24 05:36</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<pre>\nBy Reshma Kapadia \n</pre>\n<p>\n     Chinese stocks have rebounded as the country emerges from three years of zero-Covid restrictions, but a recent escalation in tensions with the U.S. could add to wariness about investing in the world's second largest economy. \n</p>\n<p>\n     While Chinese stocks were up almost 40% from late fall, they have taken a breather in the past 10 days. The <a href=\"https://laohu8.com/S/EEMA\">iShares</a> MSCI  China exchange-traded fund (ticker: MCHI) was down 5% to $49.27. \n</p>\n<p>\n     There is some concern that China's economic recovery may not be as smooth as investors hoped: Policy makers have been reluctant to be more aggressive in their fiscal stimulus and consumers aren't rushing out to borrow more or buy homes. \n</p>\n<p>\n     But geopolitics also weighs heavily on just how big of a bet investors want to take, especially as there continue to be flashpoints between the U.S. and China. \n</p>\n<p>\n     The U.S. plans to increase troops to Taiwan from roughly 30 a year ago to about 100 to 200 to help the island democracy's military, according to The Wall Street Journal. The move comes amid rising concerns of a possible conflict related to Taiwan, especially after China responded with live-fire military exercises to former House Speaker Nancy Pelosi's visit to the island last summer. \n</p>\n<p>\n     Separately, The Wall Street Journal also reported the U.S. is considering releasing intelligence that Beijing could rethink its restraint in supplying Russia with weapons. China's relationship with Russia has been a potential flashpoint since Russia attacked Ukraine a year ago. \n</p>\n<p>\n     Citing people familiar with the plan, The Wall Street Journal reported this week that China's Xi Jinping was preparing to visit Moscow for a summit with Vladimir Putin in coming months. China has been a major buyer of Russian oil and has also sold it microchips and other advanced technology. In response, the U.S. has stepped up its warnings to China about its relationship with Russia. \n</p>\n<p>\n     This plays out amid a changing global world order as China tries to take a more aggressive stance and the U.S. encourages its allies to be more restrictive with China, including limiting its access to advanced technology. The European Union, for example, followed moves in the U.S. to ban TikTok from staff devices, citing cybersecurity concerns. \n</p>\n<p>\n     As tensions grow, Anna Ashton, director of China corporate affairs and US-China at Eurasia Group, expects an expansion in measures under consideration to restrict China. In the near-term that could be similar to the blacklisting of six Chinese companies linked to that country's balloon program following the Chinese spy balloon incident. \n</p>\n<p>\n     Near-term targets could include more companies tied to China's defense industrial complex. The targets also could involve dual-use semiconductor firms and drone-related companies with commercial products that could be used for military purposes, Ashton adds. \n</p>\n<p>\n     While Beacon Policy Advisors analyst Owen Tedford also sees the administration looking to restrict sales or investments in companies providing raw materials and hardware to China's military, he doesn't expect artificial intelligence companies targeted with restrictions, unless they are engaged in surveillance. For now, that should spare Alibaba Group <a href=\"https://laohu8.com/S/BABA\">$(BABA)$</a> and Baidu <a href=\"https://laohu8.com/S/BIDU\">$(BIDU)$</a>, which are more consumer-oriented, he says. \n</p>\n<p>\n     If more evidence emerges that China is assisting Russia in its attack on Ukraine, Ashton warns more secondary sanctions could be possible. That could mean the U.S. places restrictions on even a foreign company doing business with a Chinese company the U.S. has sanctioned.  While those sanctions may not hit the many widely owned Chinese stocks in investors' portfolios, it adds to recent consternation about longer term allocations to China. \n</p>\n<p>\n     Beyond the geopolitical, even those focused on China's fundamentals are mixed about what happens after the initial near-term boost to Chinese stocks as the economy begins to wake-up from the Covid restrictions and crackdowns that have strangled it in recent years. Among the concerns: The shape of the economy under Xi now that he has consolidated power. For example, Xi could tighten control over China's financial affairs further. The Wall Street Journal, citing people familiar with the discussions, on Thursday reported he is preparing to put in key associates to run the People's Bank of China -- a move that could make the central bank less independent. China's National Party Congress meeting in early March will offer more insight on coming policy moves, including whether Beijing will loosen its purse strings further to bolster the economy and take other efforts to revive the economy, including the still ailing property sector. \n</p>\n<p>\n     Write to Reshma Kapadia at reshma.kapadia@barrons.com \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  February 23, 2023 16:36 ET (21:36 GMT)\n</p>\n<p>\n  Copyright (c) 2023 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4504":"桥水持仓","LU0651946864.USD":"贝莱德新兴市场股票收益A2","LU0173614495.USD":"富达中国焦点A","BK4514":"搜索引擎","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","BK4548":"巴美列捷福持仓","LU1051768304.USD":"贝莱德新兴市场股票收益A6","LU1688375341.USD":"贝莱德中国灵活股票基金","LU0359201612.USD":"贝莱德中国基金A2","BK4565":"NFT概念","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","LU0251143458.SGD":"Fidelity Emerging Markets A-SGD","LU1046422090.SGD":"Fidelity Pacific A-SGD","LU1515016050.SGD":"Blackrock Emerging Markets Equity Income A6 SGD-H","BK4554":"元宇宙及AR概念","BK4502":"阿里概念","BK4531":"中概回港概念","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","BIDU":"百度","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","LU0640798160.USD":"EASTSPRING INVESTMENTS GLOBAL EMERGING MARKET DYNAMIC \"A\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4575":"芯片概念","LU1115378108.SGD":"Eastspring Investments - Global Emerging Markets Dynamic AS SGD","BK4587":"ChatGPT概念","BK4558":"双十一","BK4535":"淡马锡持仓","BK4524":"宅经济概念","BK4527":"明星科技股","LU0821914370.USD":"贝莱德亚洲成长领袖A2","BK4538":"云计算","BK4077":"互动媒体与服务","BK4579":"人工智能","BK4526":"热门中概股","BK4588":"碎股","QNETCN":"纳斯达克中美互联网老虎指数","LU1048596156.SGD":"Blackrock Asian Growth Leaders A2 SGD-H","BABA":"阿里巴巴","BK4552":"Archegos爆仓风波概念","BK4503":"景林资产持仓","BK4122":"互联网与直销零售","BK4574":"无人驾驶","LU0287142896.SGD":"Fidelity China Focus A-SGD","09988":"阿里巴巴-W"},"source_url":"http://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2313813149","content_text":"By Reshma Kapadia \n\n\n     Chinese stocks have rebounded as the country emerges from three years of zero-Covid restrictions, but a recent escalation in tensions with the U.S. could add to wariness about investing in the world's second largest economy. \n\n\n     While Chinese stocks were up almost 40% from late fall, they have taken a breather in the past 10 days. The iShares MSCI  China exchange-traded fund (ticker: MCHI) was down 5% to $49.27. \n\n\n     There is some concern that China's economic recovery may not be as smooth as investors hoped: Policy makers have been reluctant to be more aggressive in their fiscal stimulus and consumers aren't rushing out to borrow more or buy homes. \n\n\n     But geopolitics also weighs heavily on just how big of a bet investors want to take, especially as there continue to be flashpoints between the U.S. and China. \n\n\n     The U.S. plans to increase troops to Taiwan from roughly 30 a year ago to about 100 to 200 to help the island democracy's military, according to The Wall Street Journal. The move comes amid rising concerns of a possible conflict related to Taiwan, especially after China responded with live-fire military exercises to former House Speaker Nancy Pelosi's visit to the island last summer. \n\n\n     Separately, The Wall Street Journal also reported the U.S. is considering releasing intelligence that Beijing could rethink its restraint in supplying Russia with weapons. China's relationship with Russia has been a potential flashpoint since Russia attacked Ukraine a year ago. \n\n\n     Citing people familiar with the plan, The Wall Street Journal reported this week that China's Xi Jinping was preparing to visit Moscow for a summit with Vladimir Putin in coming months. China has been a major buyer of Russian oil and has also sold it microchips and other advanced technology. In response, the U.S. has stepped up its warnings to China about its relationship with Russia. \n\n\n     This plays out amid a changing global world order as China tries to take a more aggressive stance and the U.S. encourages its allies to be more restrictive with China, including limiting its access to advanced technology. The European Union, for example, followed moves in the U.S. to ban TikTok from staff devices, citing cybersecurity concerns. \n\n\n     As tensions grow, Anna Ashton, director of China corporate affairs and US-China at Eurasia Group, expects an expansion in measures under consideration to restrict China. In the near-term that could be similar to the blacklisting of six Chinese companies linked to that country's balloon program following the Chinese spy balloon incident. \n\n\n     Near-term targets could include more companies tied to China's defense industrial complex. The targets also could involve dual-use semiconductor firms and drone-related companies with commercial products that could be used for military purposes, Ashton adds. \n\n\n     While Beacon Policy Advisors analyst Owen Tedford also sees the administration looking to restrict sales or investments in companies providing raw materials and hardware to China's military, he doesn't expect artificial intelligence companies targeted with restrictions, unless they are engaged in surveillance. For now, that should spare Alibaba Group $(BABA)$ and Baidu $(BIDU)$, which are more consumer-oriented, he says. \n\n\n     If more evidence emerges that China is assisting Russia in its attack on Ukraine, Ashton warns more secondary sanctions could be possible. That could mean the U.S. places restrictions on even a foreign company doing business with a Chinese company the U.S. has sanctioned.  While those sanctions may not hit the many widely owned Chinese stocks in investors' portfolios, it adds to recent consternation about longer term allocations to China. \n\n\n     Beyond the geopolitical, even those focused on China's fundamentals are mixed about what happens after the initial near-term boost to Chinese stocks as the economy begins to wake-up from the Covid restrictions and crackdowns that have strangled it in recent years. Among the concerns: The shape of the economy under Xi now that he has consolidated power. For example, Xi could tighten control over China's financial affairs further. The Wall Street Journal, citing people familiar with the discussions, on Thursday reported he is preparing to put in key associates to run the People's Bank of China -- a move that could make the central bank less independent. China's National Party Congress meeting in early March will offer more insight on coming policy moves, including whether Beijing will loosen its purse strings further to bolster the economy and take other efforts to revive the economy, including the still ailing property sector. \n\n\n     Write to Reshma Kapadia at reshma.kapadia@barrons.com \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  February 23, 2023 16:36 ET (21:36 GMT)\n\n\n  Copyright (c) 2023 Dow Jones & Company, Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":395,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957962949,"gmtCreate":1676922431081,"gmtModify":1676922435897,"author":{"id":"3580024367177542","authorId":"3580024367177542","name":"ISSEY1413","avatar":"https://static.tigerbbs.com/3aae359514ad4455bfc28cf62f608a5e","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3580024367177542","idStr":"3580024367177542"},"themes":[],"htmlText":"[Surprised]&nbsp;[Surprised]&nbsp;[Surprised]&nbsp;","listText":"[Surprised]&nbsp;[Surprised]&nbsp;[Surprised]&nbsp;","text":"[Surprised] [Surprised] [Surprised]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":31,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957962949","repostId":"1160776999","repostType":4,"isVote":1,"tweetType":1,"viewCount":233,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9954037211,"gmtCreate":1675828770534,"gmtModify":1675828775985,"author":{"id":"3580024367177542","authorId":"3580024367177542","name":"ISSEY1413","avatar":"https://static.tigerbbs.com/3aae359514ad4455bfc28cf62f608a5e","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3580024367177542","idStr":"3580024367177542"},"themes":[],"htmlText":"[Surprised]&nbsp;[Surprised]&nbsp;[Surprised]&nbsp;[Surprised]&nbsp;","listText":"[Surprised]&nbsp;[Surprised]&nbsp;[Surprised]&nbsp;[Surprised]&nbsp;","text":"[Surprised] [Surprised] [Surprised] [Surprised]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9954037211","repostId":"2309559960","repostType":2,"repost":{"id":"2309559960","kind":"highlight","pubTimestamp":1675825882,"share":"https://ttm.financial/m/news/2309559960?lang=&edition=fundamental","pubTime":"2023-02-08 11:11","market":"us","language":"en","title":"Palantir: Even Though Explosive Growth Is Over, Rebound Potential Is Vast","url":"https://stock-news.laohu8.com/highlight/detail?id=2309559960","media":"Seeking Alpha","summary":"SummaryShares of Palantir, down 35% over the past year and more than 70% from all-time highs, remain","content":"<html><head></head><body><h2>Summary</h2><ul><li>Shares of Palantir, down 35% over the past year and more than 70% from all-time highs, remain undervalued.</li><li>This big data titan has seen growth slow to the ~20% range, but few companies possess as big of an addressable market as Palantir.</li><li>Recall that Palantir&#39;s expansion into the enterprise space is still in its early stages.</li><li>The company is also closing its GAAP loss margin gap while also generating positive adjusted EBITDA and free cash flow.</li><li>Trading at just 6.5x forward revenue, Palantir remains undervalued for its massive potential.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/95202dd360fe2d92557e11396b247e64\" tg-width=\"750\" tg-height=\"505\" width=\"100%\" height=\"auto\"/><span>Michael Vi</span></p><p>With the sharp rally in the markets since the start of the year, especially in tech stocks, one question that many investors are asking is: is it too late to benefit from the rebound? Many of last year&#39;s deepest-hit growth stocks are up double digits already this year almost entirely on sentiment; while earnings season has yet to play out for most of these names.</p><p>My short answer here: no, it&#39;s not too late - and stock selection remains of the utmost importance. That&#39;s why I&#39;m doubling down here on Palantir (NYSE:PLTR), the big data giant known for its close association with the U.S. government. Having rebounded ~30% so far this year, I think Palantir still has plenty of steam to rally further.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/04b107a4cee19c8e584cab24b13db7af\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><h3>The bull case for Palantir remains vibrant, even amid darkening macro clouds</h3><p>I am <b>very bullish</b> on Palantir. It is still one of the largest individual holdings in my stock portfolio, and I routinely use dips as an opportunity to either add to my position or sell short-dated puts to earn quick premiums. In my view, short-sighted thinking has dragged Palantir down: yes, even though macro headwinds are pressuring Palantir&#39;s deal flow, this is not at all a problem unique to Palantir as all enterprise SaaS companies have experienced higher scrutiny in the deal approval process. Few, however, have software products with as broad of a use case as Palantir, and with as large of an addressable market.</p><p>Here is my full bullish thesis on Palantir:</p><ul><li><b>Big data is a massive discipline that can be applied in nearly limitless ways.</b> Palantir isn&#39;t a software company that serves only one or a limited set of use cases. Data and inferences that can be made from data are prevalent in just about everything: which explains why Palantir is such a powerful tool for both public and private sector clients.</li><li><b>Growth at scale.</b> Despite being at a ~$2 billion annual revenue scale, Palantir continues to deliver mid-20s y/y revenue growth. Few companies are able to achieve this kind of growth at scale, and it&#39;s a testament to the wide applicability of Palantir&#39;s products and the humongous clientele it has drawn (in particular, the U.S. Army). Prior to the recent government spending slowdown, Palantir had forecasted &gt;30% y/y growth through 2025 (which may still be feasible when macro conditions turn around).</li><li><b>Stepping up go-to-market momentum.</b> Palantir is chasing growth across a wide variety of channels. The company has stepped up its sales hiring, a nod at the broad market opportunity it has and the need for more territory coverage. Palantir also has deepened relationships with ISVs (integrated service vendors) that can resell Palantir&#39;s products without its involvement and offer additional coverage that Palantir&#39;s direct sales force can&#39;t handle.</li><li><b>One foot in the public sector, one foot in private</b>. Palantir made its name on being a large federal government contractor, but its products are just as compelling to an enterprise segment that is growing ever more obsessed with the value of big data. Most software companies start off as primarily dealing with enterprise buyers, and then hopefully getting FedRAMP certification to sell into public sector clients later. Palantir did the reverse: but now, its momentum with Fortune 100 companies is continuing to grow, and customer adds are continuing to trend at an impressive pace.</li><li><b>Free cash flow.</b> Though not yet profitable from a GAAP standpoint, Palantir continues to exceed internal expectations for free cash flow, which means the business is self-financing (a departure from many other rapid-growth software companies that continue to need to raise capital to finance their losses).</li></ul><h2>Valuation is now accessible</h2><p>Recall that during the peak of tech-stock mania during the pandemic, Palantir was one of the hottest trades in the stock market, commanding valuation multiples north of &gt;20x forward revenue.</p><p>That valuation is a relic of the past, and though I&#39;m almost certain Palantir will never return to such an aggressive valuation, I think there is room for the stock to climb north.</p><p>At current share prices of just over $8, Palantir trades at a market cap of $17.29 billion. After we net off the $2.47 billion in cash on Palantir&#39;s most recent balance sheet, the company&#39;s resulting <b>enterprise value is $14.82 billion.</b> For the current fiscal year FY23, meanwhile, Wall Street analysts have a consensus revenue target of $2.29 billion for the company, representing 21% y/y growth (data from Yahoo Finance).</p><p>This puts Palantir&#39;s valuation at just <b>6.5x EV/FY23 revenue.</b> In my view, I&#39;m a confident buyer here until the stock reaches 9x forward revenue, implying a <b>$11 price target</b> and ~34% upside from current levels.</p><h2>Strong business momentum continues, even despite growth deceleration</h2><p>Much fuss has been made over Palantir&#39;s declining revenue growth rates. In Q3, Palantir&#39;s most recently released quarter, the company reported 22% y/y revenue growth - slightly beating Wall Street&#39;s expectations, but guiding to $501-$503 million in revenue for the fourth quarter as well, implying a deceleration to 16% y/y growth.</p><p>The usual suspects are at play here: FX headwinds have hurt the company&#39;s international revenue, and macro headwinds are impacting the company&#39;s pipeline.</p><p>And as shown in the chart below, the impact to the company&#39;s commercial segment - its biggest growth engine - has been severe, with revenue growth decelerating to 17% y/y from 46% y/y in the prior year quarter.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b9af2ece34d62aa62ca5ae0b09f441e8\" tg-width=\"640\" tg-height=\"368\" width=\"100%\" height=\"auto\"/><span>Palantir commercial trends (Palantir Q3 earnings deck)</span></p><p>Alex Karp, the company&#39;s CEO, certainly acknowledged the impacts of a toughening macro environment, but expressed confidence in Palantir&#39;s ability to navigate through it during the Q&amp;A portion of the Q3 earnings call:</p><blockquote>I mean other people should -- we&#39;ve been predicting an even more challenging macro environment than this for the last 20 years. I mean how long have we been in the trenches together? 17 years in the trenches. The products are built for a disjointed world, a world where you need horizontal and vertical integration in the military context or actually we have low latency where your systems -- underlying systems actually don&#39;t work even though on the PowerPoint, they say they do, where you have to deliver results overnight, where your business totally f-ed and you got to make it work in a quarter. That&#39;s what our business is built for.</blockquote><blockquote>By the way, that&#39;s why we prepared and then that&#39;s the technical thing. Why do we have 8 quarters of free cash flow? Do you think it&#39;s a coincidence, we were preparing for this. We have -- why do we have $2.4 billion in the bank and no debt? We weren&#39;t living in the metasphere. We were living in this world in the way we thought it would be -- and we&#39;ve been essentially -- you could even look at this as a prep. We&#39;re a prepper company. We&#39;ve been preparing it&#39;s like -- preppers have their rucksack and a rifle. We have PG, GAIA, Foundry and $2.4 billion in the bank and no debt.&#34;</blockquote><p>It&#39;s worth noting that Palantir, which has historically had a very small number of overall customers (with its reliance on government contracts), still managed to add 33 net-new customers in Q3 as major headwinds intensified, growing the total customer base by 66% y/y.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/12d0a1bed967fe996f1a142c97113a4d\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"/><span>Palantir customer count (Palantir Q3 earnings deck)</span></p><p>Year-over-year metrics also look quite rosy from a billings perspective. The company closed 273 deals in Q3, up 63% y/y, while billings grew 47% y/y to <b>$509 million,</b> well in excess of revenue and adding to the company&#39;s deferred revenue backlog. As seasoned software investors are aware, billings represent a better longer-term trajectory of a company&#39;s growth trend, as it captures deals signs in the quarter that will get recognized as revenue in future quarters.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cf0a046a72fb8b2116ad3fd55c9620b6\" tg-width=\"640\" tg-height=\"354\" width=\"100%\" height=\"auto\"/><span>Palantir billings (Palantir Q3 earnings deck)</span></p><p>One final positive callout worth making: the compression in Palantir&#39;s share price, at the very least, is lowering the company&#39;s stock-based comp expense on an as-reported basis. This means that the company&#39;s GAAP operating losses were cut down in Q3 to -$62.1 million, representing a -13% operating margin: significantly better than -23% in the year-ago quarter.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/251bbc66c203d0b460c424cc581791cb\" tg-width=\"640\" tg-height=\"254\" width=\"100%\" height=\"auto\"/><span>Palantir GAAP vs. non-GAAP results (Palantir Q3 earnings deck)</span></p><p>In today&#39;s market, which is more sensitive to tech companies&#39; bottom lines, I think the positive GAAP developments here will be an additional tailwind to Palantir stock.</p><h2>Key takeaways</h2><p>In my view, investors have a very rare window to buy into this iconic tech company at a heavy discount to its true worth. Palantir still has plenty of growth levers to pull, especially in the enterprise space, where its products have been deployed only across a small number of companies and industries despite having broad-based applicability. Stay long here.</p><p><i>This article is written by Gary Alexander for reference only. Please note the risks.</i></p></body></html>","source":"seekingalpha_fund","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir: Even Though Explosive Growth Is Over, Rebound Potential Is Vast</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir: Even Though Explosive Growth Is Over, Rebound Potential Is Vast\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-08 11:11 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4576034-palantir-explosive-growth-over-rebound-potential-vast><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryShares of Palantir, down 35% over the past year and more than 70% from all-time highs, remain undervalued.This big data titan has seen growth slow to the ~20% range, but few companies possess ...</p>\n\n<a href=\"https://seekingalpha.com/article/4576034-palantir-explosive-growth-over-rebound-potential-vast\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4023":"应用软件","BK4543":"AI","BK4547":"WSB热门概念","PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4576034-palantir-explosive-growth-over-rebound-potential-vast","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2309559960","content_text":"SummaryShares of Palantir, down 35% over the past year and more than 70% from all-time highs, remain undervalued.This big data titan has seen growth slow to the ~20% range, but few companies possess as big of an addressable market as Palantir.Recall that Palantir's expansion into the enterprise space is still in its early stages.The company is also closing its GAAP loss margin gap while also generating positive adjusted EBITDA and free cash flow.Trading at just 6.5x forward revenue, Palantir remains undervalued for its massive potential.Michael ViWith the sharp rally in the markets since the start of the year, especially in tech stocks, one question that many investors are asking is: is it too late to benefit from the rebound? Many of last year's deepest-hit growth stocks are up double digits already this year almost entirely on sentiment; while earnings season has yet to play out for most of these names.My short answer here: no, it's not too late - and stock selection remains of the utmost importance. That's why I'm doubling down here on Palantir (NYSE:PLTR), the big data giant known for its close association with the U.S. government. Having rebounded ~30% so far this year, I think Palantir still has plenty of steam to rally further.Data by YChartsThe bull case for Palantir remains vibrant, even amid darkening macro cloudsI am very bullish on Palantir. It is still one of the largest individual holdings in my stock portfolio, and I routinely use dips as an opportunity to either add to my position or sell short-dated puts to earn quick premiums. In my view, short-sighted thinking has dragged Palantir down: yes, even though macro headwinds are pressuring Palantir's deal flow, this is not at all a problem unique to Palantir as all enterprise SaaS companies have experienced higher scrutiny in the deal approval process. Few, however, have software products with as broad of a use case as Palantir, and with as large of an addressable market.Here is my full bullish thesis on Palantir:Big data is a massive discipline that can be applied in nearly limitless ways. Palantir isn't a software company that serves only one or a limited set of use cases. Data and inferences that can be made from data are prevalent in just about everything: which explains why Palantir is such a powerful tool for both public and private sector clients.Growth at scale. Despite being at a ~$2 billion annual revenue scale, Palantir continues to deliver mid-20s y/y revenue growth. Few companies are able to achieve this kind of growth at scale, and it's a testament to the wide applicability of Palantir's products and the humongous clientele it has drawn (in particular, the U.S. Army). Prior to the recent government spending slowdown, Palantir had forecasted >30% y/y growth through 2025 (which may still be feasible when macro conditions turn around).Stepping up go-to-market momentum. Palantir is chasing growth across a wide variety of channels. The company has stepped up its sales hiring, a nod at the broad market opportunity it has and the need for more territory coverage. Palantir also has deepened relationships with ISVs (integrated service vendors) that can resell Palantir's products without its involvement and offer additional coverage that Palantir's direct sales force can't handle.One foot in the public sector, one foot in private. Palantir made its name on being a large federal government contractor, but its products are just as compelling to an enterprise segment that is growing ever more obsessed with the value of big data. Most software companies start off as primarily dealing with enterprise buyers, and then hopefully getting FedRAMP certification to sell into public sector clients later. Palantir did the reverse: but now, its momentum with Fortune 100 companies is continuing to grow, and customer adds are continuing to trend at an impressive pace.Free cash flow. Though not yet profitable from a GAAP standpoint, Palantir continues to exceed internal expectations for free cash flow, which means the business is self-financing (a departure from many other rapid-growth software companies that continue to need to raise capital to finance their losses).Valuation is now accessibleRecall that during the peak of tech-stock mania during the pandemic, Palantir was one of the hottest trades in the stock market, commanding valuation multiples north of >20x forward revenue.That valuation is a relic of the past, and though I'm almost certain Palantir will never return to such an aggressive valuation, I think there is room for the stock to climb north.At current share prices of just over $8, Palantir trades at a market cap of $17.29 billion. After we net off the $2.47 billion in cash on Palantir's most recent balance sheet, the company's resulting enterprise value is $14.82 billion. For the current fiscal year FY23, meanwhile, Wall Street analysts have a consensus revenue target of $2.29 billion for the company, representing 21% y/y growth (data from Yahoo Finance).This puts Palantir's valuation at just 6.5x EV/FY23 revenue. In my view, I'm a confident buyer here until the stock reaches 9x forward revenue, implying a $11 price target and ~34% upside from current levels.Strong business momentum continues, even despite growth decelerationMuch fuss has been made over Palantir's declining revenue growth rates. In Q3, Palantir's most recently released quarter, the company reported 22% y/y revenue growth - slightly beating Wall Street's expectations, but guiding to $501-$503 million in revenue for the fourth quarter as well, implying a deceleration to 16% y/y growth.The usual suspects are at play here: FX headwinds have hurt the company's international revenue, and macro headwinds are impacting the company's pipeline.And as shown in the chart below, the impact to the company's commercial segment - its biggest growth engine - has been severe, with revenue growth decelerating to 17% y/y from 46% y/y in the prior year quarter.Palantir commercial trends (Palantir Q3 earnings deck)Alex Karp, the company's CEO, certainly acknowledged the impacts of a toughening macro environment, but expressed confidence in Palantir's ability to navigate through it during the Q&A portion of the Q3 earnings call:I mean other people should -- we've been predicting an even more challenging macro environment than this for the last 20 years. I mean how long have we been in the trenches together? 17 years in the trenches. The products are built for a disjointed world, a world where you need horizontal and vertical integration in the military context or actually we have low latency where your systems -- underlying systems actually don't work even though on the PowerPoint, they say they do, where you have to deliver results overnight, where your business totally f-ed and you got to make it work in a quarter. That's what our business is built for.By the way, that's why we prepared and then that's the technical thing. Why do we have 8 quarters of free cash flow? Do you think it's a coincidence, we were preparing for this. We have -- why do we have $2.4 billion in the bank and no debt? We weren't living in the metasphere. We were living in this world in the way we thought it would be -- and we've been essentially -- you could even look at this as a prep. We're a prepper company. We've been preparing it's like -- preppers have their rucksack and a rifle. We have PG, GAIA, Foundry and $2.4 billion in the bank and no debt.\"It's worth noting that Palantir, which has historically had a very small number of overall customers (with its reliance on government contracts), still managed to add 33 net-new customers in Q3 as major headwinds intensified, growing the total customer base by 66% y/y.Palantir customer count (Palantir Q3 earnings deck)Year-over-year metrics also look quite rosy from a billings perspective. The company closed 273 deals in Q3, up 63% y/y, while billings grew 47% y/y to $509 million, well in excess of revenue and adding to the company's deferred revenue backlog. As seasoned software investors are aware, billings represent a better longer-term trajectory of a company's growth trend, as it captures deals signs in the quarter that will get recognized as revenue in future quarters.Palantir billings (Palantir Q3 earnings deck)One final positive callout worth making: the compression in Palantir's share price, at the very least, is lowering the company's stock-based comp expense on an as-reported basis. This means that the company's GAAP operating losses were cut down in Q3 to -$62.1 million, representing a -13% operating margin: significantly better than -23% in the year-ago quarter.Palantir GAAP vs. non-GAAP results (Palantir Q3 earnings deck)In today's market, which is more sensitive to tech companies' bottom lines, I think the positive GAAP developments here will be an additional tailwind to Palantir stock.Key takeawaysIn my view, investors have a very rare window to buy into this iconic tech company at a heavy discount to its true worth. Palantir still has plenty of growth levers to pull, especially in the enterprise space, where its products have been deployed only across a small number of companies and industries despite having broad-based applicability. Stay long here.This article is written by Gary Alexander for reference only. Please note the risks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":163,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952203330,"gmtCreate":1674716755421,"gmtModify":1676538954961,"author":{"id":"3580024367177542","authorId":"3580024367177542","name":"ISSEY1413","avatar":"https://static.tigerbbs.com/3aae359514ad4455bfc28cf62f608a5e","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3580024367177542","idStr":"3580024367177542"},"themes":[],"htmlText":"[Surprised]&nbsp;[Surprised]&nbsp;[Surprised]&nbsp;[Surprised]&nbsp;","listText":"[Surprised]&nbsp;[Surprised]&nbsp;[Surprised]&nbsp;[Surprised]&nbsp;","text":"[Surprised] [Surprised] [Surprised] [Surprised]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9952203330","repostId":"2306458009","repostType":4,"repost":{"id":"2306458009","kind":"highlight","pubTimestamp":1674710308,"share":"https://ttm.financial/m/news/2306458009?lang=&edition=fundamental","pubTime":"2023-01-26 13:18","market":"sh","language":"en","title":"Elon Musk Expects Tesla’s Main Rival Will Be a Chinese EV Maker","url":"https://stock-news.laohu8.com/highlight/detail?id=2306458009","media":"Bloomberg","summary":"Tesla Inc.’s biggest competitor is likely to be a Chinese company, Chief Executive Officer Elon Musk","content":"<html><head></head><body><p>Tesla Inc.’s biggest competitor is likely to be a Chinese company, Chief Executive Officer Elon Musk said on a call with analysts following the electric-vehicle maker’s quarterly earnings.</p><p>Asked about Chinese car companies, Musk said they “work the hardest, and they work the smartest,” describing them as the most competitive in the world. “If I were to guess,” he said, “probably some company out of China is the most likely to be second to Tesla.”</p><p>Tesla slashed prices on its models in China, where it has a factory in Shanghai, on Jan. 6 following an earlier round of cuts on Chinese-made Model Y and Model 3 EVs in October. Other automakers have also announced cutsto get a better hold in the world’s biggest EV market, including local players such as Xpeng Inc. and Aito, which is backed by Huawei Technologies Co.</p><p>China’s leading EV maker is BYD Co., which outsold Tesla in 2022 when its plug-in hybrid vehicles as well as pure EVs were included.</p><p>Musk said on Wednesday’s call that China is the most competitive market. He’s made similar comments before, including during an online forum in September 2021, when he said he had “a great deal of respect for the many Chinese automakers.”</p><p>Tesla made more than 710,000 EVs in China last year, about 52% of its global output, even with production being disrupted by the country’s now-abandoned Covid-Zero policy. Musk said 2022 was difficult due to shutdowns at Tesla’s China factory, along with higher borrowing costs and logistical issues.</p><p>Without unexpected disruptions, worldwide output could approach 2 million vehicles this year, Musk said.</p><p>BloombergNEF expects Tesla’s sales to grow by up to 40% in 2023 and its Model Y to be the best-selling EV in the world, likely making it into the top three models of any type.</p><p>Tesla’s revenue in the fourth quarter was $24.3 billion, ahead of market expectations, while it reported adjusted earnings of $1.19 a share, topping the $1.12 average forecast from analysts.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Elon Musk Expects Tesla’s Main Rival Will Be a Chinese EV Maker</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\">\nElon Musk Expects Tesla’s Main Rival Will Be a Chinese EV Maker\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-26 13:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-01-26/elon-musk-expects-tesla-s-main-rival-will-be-a-chinese-ev-maker?srnd=premium><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla Inc.’s biggest competitor is likely to be a Chinese company, Chief Executive Officer Elon Musk said on a call with analysts following the electric-vehicle maker’s quarterly earnings.Asked about ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-01-26/elon-musk-expects-tesla-s-main-rival-will-be-a-chinese-ev-maker?srnd=premium\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","BK4551":"寇图资本持仓","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","BK4574":"无人驾驶","LU1548497426.USD":"安联环球人工智能AT Acc","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","NIO":"蔚来","XPEV":"小鹏汽车","BK4581":"高盛持仓","02015":"理想汽车-W","NIO.SI":"蔚来","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","TSLA":"特斯拉","BK4511":"特斯拉概念","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LI":"理想汽车","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4550":"红杉资本持仓","002594":"比亚迪","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0823411888.USD":"法巴消费创新基金 Cap","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0082616367.USD":"摩根大通美国科技A（dist）","01211":"比亚迪股份","BK1575":"同股不同权","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU0056508442.USD":"贝莱德世界科技基金A2","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","BYDDY":"比亚迪ADR","09866":"蔚来-SW","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","BK1539":"汽车股","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","BK1588":"回港中概股","BK1587":"次新股","LU2063271972.USD":"富兰克林创新领域基金","BK4527":"明星科技股","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0823414478.USD":"法巴经典能源转换基金","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc"},"source_url":"https://www.bloomberg.com/news/articles/2023-01-26/elon-musk-expects-tesla-s-main-rival-will-be-a-chinese-ev-maker?srnd=premium","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2306458009","content_text":"Tesla Inc.’s biggest competitor is likely to be a Chinese company, Chief Executive Officer Elon Musk said on a call with analysts following the electric-vehicle maker’s quarterly earnings.Asked about Chinese car companies, Musk said they “work the hardest, and they work the smartest,” describing them as the most competitive in the world. “If I were to guess,” he said, “probably some company out of China is the most likely to be second to Tesla.”Tesla slashed prices on its models in China, where it has a factory in Shanghai, on Jan. 6 following an earlier round of cuts on Chinese-made Model Y and Model 3 EVs in October. Other automakers have also announced cutsto get a better hold in the world’s biggest EV market, including local players such as Xpeng Inc. and Aito, which is backed by Huawei Technologies Co.China’s leading EV maker is BYD Co., which outsold Tesla in 2022 when its plug-in hybrid vehicles as well as pure EVs were included.Musk said on Wednesday’s call that China is the most competitive market. He’s made similar comments before, including during an online forum in September 2021, when he said he had “a great deal of respect for the many Chinese automakers.”Tesla made more than 710,000 EVs in China last year, about 52% of its global output, even with production being disrupted by the country’s now-abandoned Covid-Zero policy. Musk said 2022 was difficult due to shutdowns at Tesla’s China factory, along with higher borrowing costs and logistical issues.Without unexpected disruptions, worldwide output could approach 2 million vehicles this year, Musk said.BloombergNEF expects Tesla’s sales to grow by up to 40% in 2023 and its Model Y to be the best-selling EV in the world, likely making it into the top three models of any type.Tesla’s revenue in the fourth quarter was $24.3 billion, ahead of market expectations, while it reported adjusted earnings of $1.19 a share, topping the $1.12 average forecast from analysts.","news_type":1},"isVote":1,"tweetType":1,"viewCount":174,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952826116,"gmtCreate":1674625554735,"gmtModify":1676538949622,"author":{"id":"3580024367177542","authorId":"3580024367177542","name":"ISSEY1413","avatar":"https://static.tigerbbs.com/3aae359514ad4455bfc28cf62f608a5e","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3580024367177542","idStr":"3580024367177542"},"themes":[],"htmlText":"[Surprised]&nbsp;[Surprised]&nbsp;[Surprised]&nbsp;","listText":"[Surprised]&nbsp;[Surprised]&nbsp;[Surprised]&nbsp;","text":"[Surprised] [Surprised] [Surprised]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9952826116","repostId":"2306411028","repostType":4,"repost":{"id":"2306411028","kind":"highlight","pubTimestamp":1674623712,"share":"https://ttm.financial/m/news/2306411028?lang=&edition=fundamental","pubTime":"2023-01-25 13:15","market":"us","language":"en","title":"Will Coinbase Be a Trillion-Dollar Company by 2040?","url":"https://stock-news.laohu8.com/highlight/detail?id=2306411028","media":"Motley Fool","summary":"The cryptocurrency exchange could be a major multibagger -- or not.","content":"<html><head></head><body><p><b>Coinbase</b>, one of the world&#39;s largest cryptocurrency exchanges, reached a peak valuation of nearly $77 billion on Nov. 9, 2021. But today, it&#39;s only worth about $11 billion. It lost 85% of its value as rising interest rates, regulatory threats, and the failures of several high-profile tokens and exchanges crushed the cryptocurrency market. <b>Bitcoin</b> (BTC) and <b>Ether</b> (ETH), the world&#39;s two largest cryptocurrencies, have both lost nearly 70% of their value after reaching their own all-time highs at roughly the same time as Coinbase&#39;s stock.</p><p>Last June, Coinbase CEO Brian Armstrong bluntly admitted that a new &#34;crypto winter&#34; had started and began to rein in the company&#39;s spending.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6623bacc8d15a28366f7889e009d10b8\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"/><span>Image source: Getty Images.</span></p><p>Coinbase ended the third quarter of 2022 with only 8.5 million monthly transacting users (MTUs), down from a peak of 11.2 million in the fourth quarter of 2021. Over that period, the total assets on its platform shrank from $278 billion to $101 billion.</p><p>As a result, revenue fell 52% year over year in the first nine months of 2022, and analysts anticipate a 60% drop to $3.15 billion for the full year. Coinbase expects to post an adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) loss of about $500 million for the year, compared to a positive adjusted EBITDA of $4.1 billion in 2021.</p><p>Those dismal numbers drove many investors away from Coinbase, but could it recover and become a trillion-dollar company (increasing its market cap by 90x) by 2040? Let&#39;s review the bull and bear cases.</p><h2>The bull case for the crypto market</h2><p>Cathie Wood&#39;s Ark Invest, which holds Coinbase in several of its growth-oriented exchange-traded funds (ETFs), believes the price of Bitcoin (which trades at around $21,000 now) could reach $1 million by 2030 once some of the smaller tokens are flushed out of the market and more institutional investors accumulate the top cryptocurrency. A loss of faith in fiat currencies amid rampant inflation could accelerate that transition.</p><p>Wood&#39;s forecast is extremely bullish, but other forecasts also call for steep Bitcoin gains within the next two decades. For example, analysts at Telegaon believe Bitcoin&#39;s price could reach nearly $420,000 by 2040. The analytics firm also expects the price of Ether (trading in the neighborhood of $1,550 now) to reach roughly $24,000 by 2040.</p><p>Telegaon&#39;s projections would require a compound annual growth rate (CAGR) of 20% for Bitcoin between 2022 and 2040, while its forecast for Ether&#39;s price would require a CAGR of 18%. If the value of Coinbase kept pace with an 18-year CAGR of 18%, its annual revenue would soar from $3.15 billion in 2022 to approximately $60 billion in 2040.</p><p>If that scenario comes true and, 18 years from now, Coinbase still trades at 4 times sales, it would be worth $240 billion, which would represent a 22-bagger gain. If investors turn more bullish and value the company at 10 times those speculative sales, it could be worth $600 billion -- but it would still fall short of joining the 12-zero club.</p><h2>The bear case for the crypto market</h2><p>Coinbase might flourish again if the crypto market recovers, but it could also go bust if the crypto winter becomes an ice age. Tighter regulations regarding cross-border transfers, new taxes, and environmental restrictions on the energy sources that crypto mining operations can use could all prevent the cryptocurrency market from recovering. Cryptocurrencies could also never become widely accepted or used for mainstream payments if their prices remain volatile and they continue to be used primarily for speculation.</p><p>The bull case for Ether, which is based on the expected wider use of the Ethereum network for the creation of decentralized apps and services, could also collapse if people simply stick with centralized platforms like <b>Apple</b>&#39;s App Store and <b>Alphabet</b>&#39;s Google Play. Ethereum-based creations like non-fungible tokens (NFTs) could also completely or largely disappear.</p><p>That&#39;s why many respected investors, among them <b>Berkshire Hathaway</b>&#39;s Charlie Munger, adamantly believe that Bitcoin and other cryptocurrencies will go to zero. If that happens, Coinbase won&#39;t even make it to 2040 before its liabilities outweigh its assets.</p><h2>Where will Coinbase be in 2040?</h2><p>I expect Bitcoin and Ether to survive the crypto winter even as some of the smaller cryptocurrencies and more troubled exchanges die out. That said, I believe the crypto winter could also drag on for years as economic malaise and higher interest rates cause investors to stay away from the crypto market. Coinbase&#39;s survival will hinge entirely on the length of that downturn, which is impossible to accurately predict.</p><p>If Coinbase survives this brutal winter -- which it&#39;s desperately trying to do by laying off staff and streamlining its operations -- its stock could rise much higher over the next two decades. In a best-case scenario, its stock might deliver a 20- to 40-bagger gain from its current prices -- but still fall short of the 90-bagger gain it would require to hit the $1 trillion mark. In a worst-case scenario, it could go to zero -- which makes it a high-risk, high-reward play on the broader crypto market.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Will Coinbase Be a Trillion-Dollar Company by 2040?</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\">\nWill Coinbase Be a Trillion-Dollar Company by 2040?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-25 13:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/01/24/will-coinbase-be-a-trillion-dollar-company-by-2040/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Coinbase, one of the world's largest cryptocurrency exchanges, reached a peak valuation of nearly $77 billion on Nov. 9, 2021. But today, it's only worth about $11 billion. It lost 85% of its value as...</p>\n\n<a href=\"https://www.fool.com/investing/2023/01/24/will-coinbase-be-a-trillion-dollar-company-by-2040/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4551":"寇图资本持仓","BK4539":"次新股","COIN":"Coinbase Global, Inc.","BK4554":"元宇宙及AR概念","BK4112":"金融交易所和数据","BK4535":"淡马锡持仓"},"source_url":"https://www.fool.com/investing/2023/01/24/will-coinbase-be-a-trillion-dollar-company-by-2040/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2306411028","content_text":"Coinbase, one of the world's largest cryptocurrency exchanges, reached a peak valuation of nearly $77 billion on Nov. 9, 2021. But today, it's only worth about $11 billion. It lost 85% of its value as rising interest rates, regulatory threats, and the failures of several high-profile tokens and exchanges crushed the cryptocurrency market. Bitcoin (BTC) and Ether (ETH), the world's two largest cryptocurrencies, have both lost nearly 70% of their value after reaching their own all-time highs at roughly the same time as Coinbase's stock.Last June, Coinbase CEO Brian Armstrong bluntly admitted that a new \"crypto winter\" had started and began to rein in the company's spending.Image source: Getty Images.Coinbase ended the third quarter of 2022 with only 8.5 million monthly transacting users (MTUs), down from a peak of 11.2 million in the fourth quarter of 2021. Over that period, the total assets on its platform shrank from $278 billion to $101 billion.As a result, revenue fell 52% year over year in the first nine months of 2022, and analysts anticipate a 60% drop to $3.15 billion for the full year. Coinbase expects to post an adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) loss of about $500 million for the year, compared to a positive adjusted EBITDA of $4.1 billion in 2021.Those dismal numbers drove many investors away from Coinbase, but could it recover and become a trillion-dollar company (increasing its market cap by 90x) by 2040? Let's review the bull and bear cases.The bull case for the crypto marketCathie Wood's Ark Invest, which holds Coinbase in several of its growth-oriented exchange-traded funds (ETFs), believes the price of Bitcoin (which trades at around $21,000 now) could reach $1 million by 2030 once some of the smaller tokens are flushed out of the market and more institutional investors accumulate the top cryptocurrency. A loss of faith in fiat currencies amid rampant inflation could accelerate that transition.Wood's forecast is extremely bullish, but other forecasts also call for steep Bitcoin gains within the next two decades. For example, analysts at Telegaon believe Bitcoin's price could reach nearly $420,000 by 2040. The analytics firm also expects the price of Ether (trading in the neighborhood of $1,550 now) to reach roughly $24,000 by 2040.Telegaon's projections would require a compound annual growth rate (CAGR) of 20% for Bitcoin between 2022 and 2040, while its forecast for Ether's price would require a CAGR of 18%. If the value of Coinbase kept pace with an 18-year CAGR of 18%, its annual revenue would soar from $3.15 billion in 2022 to approximately $60 billion in 2040.If that scenario comes true and, 18 years from now, Coinbase still trades at 4 times sales, it would be worth $240 billion, which would represent a 22-bagger gain. If investors turn more bullish and value the company at 10 times those speculative sales, it could be worth $600 billion -- but it would still fall short of joining the 12-zero club.The bear case for the crypto marketCoinbase might flourish again if the crypto market recovers, but it could also go bust if the crypto winter becomes an ice age. Tighter regulations regarding cross-border transfers, new taxes, and environmental restrictions on the energy sources that crypto mining operations can use could all prevent the cryptocurrency market from recovering. Cryptocurrencies could also never become widely accepted or used for mainstream payments if their prices remain volatile and they continue to be used primarily for speculation.The bull case for Ether, which is based on the expected wider use of the Ethereum network for the creation of decentralized apps and services, could also collapse if people simply stick with centralized platforms like Apple's App Store and Alphabet's Google Play. Ethereum-based creations like non-fungible tokens (NFTs) could also completely or largely disappear.That's why many respected investors, among them Berkshire Hathaway's Charlie Munger, adamantly believe that Bitcoin and other cryptocurrencies will go to zero. If that happens, Coinbase won't even make it to 2040 before its liabilities outweigh its assets.Where will Coinbase be in 2040?I expect Bitcoin and Ether to survive the crypto winter even as some of the smaller cryptocurrencies and more troubled exchanges die out. That said, I believe the crypto winter could also drag on for years as economic malaise and higher interest rates cause investors to stay away from the crypto market. Coinbase's survival will hinge entirely on the length of that downturn, which is impossible to accurately predict.If Coinbase survives this brutal winter -- which it's desperately trying to do by laying off staff and streamlining its operations -- its stock could rise much higher over the next two decades. In a best-case scenario, its stock might deliver a 20- to 40-bagger gain from its current prices -- but still fall short of the 90-bagger gain it would require to hit the $1 trillion mark. In a worst-case scenario, it could go to zero -- which makes it a high-risk, high-reward play on the broader crypto market.","news_type":1},"isVote":1,"tweetType":1,"viewCount":318,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":357377078145232,"gmtCreate":1728259826429,"gmtModify":1728307802136,"author":{"id":"3580024367177542","authorId":"3580024367177542","name":"ISSEY1413","avatar":"https://static.tigerbbs.com/3aae359514ad4455bfc28cf62f608a5e","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3580024367177542","authorIdStr":"3580024367177542"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$ </a> in TIGR, I trust.&nbsp;[Observation]&nbsp;&nbsp;[Observation]&nbsp;&nbsp;[Observation]&nbsp;&nbsp;","listText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$ </a> in TIGR, I trust.&nbsp;[Observation]&nbsp;&nbsp;[Observation]&nbsp;&nbsp;[Observation]&nbsp;&nbsp;","text":"$Tiger Brokers(TIGR)$ in TIGR, I trust. [Observation] [Observation] [Observation]","images":[{"img":"https://community-static.tradeup.com/news/a16dbf173b7c4c1a28b4a7ce2e849162","width":"906","height":"1459"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":161,"commentSize":13,"repostSize":1345,"link":"https://ttm.financial/post/357377078145232","isVote":1,"tweetType":1,"viewCount":28562,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3572351839970849","authorId":"3572351839970849","name":"吹股神","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"idStr":"3572351839970849","authorIdStr":"3572351839970849"},"content":"dont forget that is not your money unless you sell them","text":"dont forget that is not your money unless you sell them","html":"dont forget that is not your money unless you sell them"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":357531708014848,"gmtCreate":1728297489400,"gmtModify":1728297495466,"author":{"id":"3580024367177542","authorId":"3580024367177542","name":"ISSEY1413","avatar":"https://static.tigerbbs.com/3aae359514ad4455bfc28cf62f608a5e","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3580024367177542","authorIdStr":"3580024367177542"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/09988\">$BABA-W(09988)$ </a> ~~when I say Ali, you say BABA!&nbsp;[Sly]&nbsp;&nbsp;[Sly]&nbsp;&nbsp;[Sly]&nbsp;&nbsp;[Smart]&nbsp;&nbsp;","listText":"<a href=\"https://ttm.financial/S/09988\">$BABA-W(09988)$ </a> ~~when I say Ali, you say BABA!&nbsp;[Sly]&nbsp;&nbsp;[Sly]&nbsp;&nbsp;[Sly]&nbsp;&nbsp;[Smart]&nbsp;&nbsp;","text":"$BABA-W(09988)$ ~~when I say Ali, you say BABA! [Sly] [Sly] [Sly] [Smart]","images":[{"img":"https://community-static.tradeup.com/news/6f4f5a06880599c20d00644b8aac4ad2","width":"906","height":"1459"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":12,"link":"https://ttm.financial/post/357531708014848","isVote":1,"tweetType":1,"viewCount":619,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9015354741,"gmtCreate":1649430800069,"gmtModify":1676534511352,"author":{"id":"3580024367177542","authorId":"3580024367177542","name":"ISSEY1413","avatar":"https://static.tigerbbs.com/3aae359514ad4455bfc28cf62f608a5e","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3580024367177542","authorIdStr":"3580024367177542"},"themes":[],"htmlText":"Buy low. Sell high&nbsp;[LOL]&nbsp;","listText":"Buy low. Sell high&nbsp;[LOL]&nbsp;","text":"Buy low. Sell high [LOL]","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9015354741","repostId":"2225529120","repostType":4,"repost":{"id":"2225529120","kind":"news","pubTimestamp":1649430186,"share":"https://ttm.financial/m/news/2225529120?lang=&edition=fundamental","pubTime":"2022-04-08 23:03","market":"us","language":"en","title":"Is Apple Stock A Buy, Sell, Or Hold?","url":"https://stock-news.laohu8.com/highlight/detail?id=2225529120","media":"seekingalpha","summary":"Apple Inc.  is an ultra-high quality blue-chip company with an excellent brand and growth opportunit","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/AAPL\">Apple Inc. </a> is an ultra-high quality blue-chip company with an excellent brand and growth opportunities in health, automotive vehicle tech, and virtual reality. On the other hand, investors should note that the company&#39;s already very large size will likely prevent Apple from growing at an overly high pace in the coming years. Buybacks will also be less impactful due to an above-average valuation, and total returns could therefore be significantly lower compared to what investors got used to over the last couple of years.</p><h2>AAPL Stock Key Metrics</h2><p>Apple has excellent fundamentals. This includes strong margins, which are the result of a brand that warrants premium prices for Apple&#39;s products. Strong margins naturally mean that the company earns large amounts of money for each product it sells, but margins are also of importance due to a couple of other factors. High margins mean that inflationary pressures do not hurt Apple too much, for example. If margins were to compress by 100 base points due to higher input costs, the hit to Apple&#39;s bottom line would be a pretty small 4%. A competitor with a weaker net profit margin of 10% would see profits take a 10% hit in the same margin compression scenario. In a way, Apple&#39;s strong margins thus reduce risks for shareholders, as the company is able to stomach inflation, recessions, etc. easier compared to peers that are less profitable.</p><p>Apple also has a strong balance sheet and generates excellent cash flows. Per the company&#39;s most recent 10-Q filing, Apple Inc. had $203 billion of cash and equivalents on its balance sheet at the end of the first quarter. This was partially offset by $123 billion of debt, for a net cash position of $80 billion. At the same time, Apple&#39;s free cash flow came in at a gigantic $102 billion over the last four quarters, with capital expenditures of $10 billion already being accounted for. Capital expenditures of $10 billion aren&#39;t high for a company the size of Apple, but that can be attributed to its asset-light business model. Without costly manufacturing equipment, production plants, etc., the company is able to turn most of its operating cash flows into free cash. This naturally benefits shareholders as Apple can finance immense shareholder returns via dividends and buybacks.</p><h2>Apple&#39;s Growth Potential In Different Markets</h2><p>Apple&#39;s biggest business today is its iPhone franchise. That is not a high-growth market, however. Many people around the world have smartphones already, and those that do not own a smartphone generally do not buy a (high-priced) iPhone as their first product, instead opting for lower-priced entry phones. That being said, the iPhone business should still generate some growth through price increases over the years, but that will not be a major growth driver. Apple&#39;s very fast iPhone profits allow the company to invest in other areas, however. On top of that, the iPhone user base is important when it comes to growing revenues in the services segment.</p><p>As iPhone users acquire additional apps and consume more services and media through their phones over time, Apple&#39;s services (Apple Music, iCloud, Apple Pay, and the take from sales in its App Store) will experience growth over time. During the most recent quarter, Apple&#39;s Services revenue hit a new all-time high, with revenue of $19.5 billion, which was up 23% year over year. I expect that the addition of new services over time and the growing usage of existing services will allow Apple to grow its Services revenue meaningfully over the coming years.</p><p>Apple also seeks to expand in other areas. This includes Apple&#39;s Health ventures, as well as the Apple Car project. In both cases, Apple addresses a large market, which means that these projects could eventually move the needle very meaningfully for Apple. At least in the very near term, those will not be relevant growth drivers, however.</p><p>Some projections see the Apple Car project add $50 billion in revenue by 2030. That sounds like quite a lot, but on a relative basis, it&#39;s not that much, to be honest. Apple has generated revenue of $380 billion over the last year, thus the Apple Car business would add around 13% to that. If that were to happen during a single year, that would be outstanding, of course. But if it happens over roughly ten years, then the annualized growth boost is relatively slim, at just 1%-2%. When Apple&#39;s iPhone sales started to soar, the company generated year-over-year revenue growth rates of 50% and more during some quarters. The Apple Car project, even if successful, will not replicate that. The law of large numbers dictates that growing at a high relative growth rate becomes harder the larger a company gets. And with sales in the $380 billion a year area, Apple is very large already, which means that even successful product introductions will almost certainly not allow Apple to deliver another 50%+ revenue gain in the future, ever.</p><p>Still, between growth from its existing businesses and the introduction of new products over time, Apple will continue to deliver reasonable business growth over the years. Analysts are currently predicting a revenue growth rate of 7% a year through the next decade. My personal estimate would be slightly lower, at around 5%, but Apple may very well hit the 7% level -- which would be a strong result for a company this large, even though some of Apple&#39;s owners might be hoping for (way) stronger growth.</p><h2>Will The Metaverse Impact Apple?</h2><p>Apple also has ambitions when it comes to the Metaverse. Those haven&#39;t been broadcasted as widely as those from <a href=\"https://laohu8.com/S/FB\">Meta Platforms</a> (FB), Microsoft (MSFT), etc. But still, Apple seeks to become a major player in this future industry. Apple&#39;s CEO Tim Cook first started publicly speaking about Augmented Reality in 2017, and that&#39;s also when Apple&#39;s ARKit was introduced. There are rumors that Apple might introduce its first AR/VR headset Apple Glass as early as this year, although there are no guarantees for that, of course. Still, it seems pretty clear that Apple&#39;s expansion into this space will continue over the coming years. Apple&#39;s revenue potential is uncertain, however. Whether AR/VR tech will become big enough to move the needle in a big way seems questionable for the next couple of years at least. But even if the Metaverse impact remains relatively small for the foreseeable future, the growth in the businesses laid out above should allow Apple to grow meaningfully going forward.</p><h2>Where Will Apple Stock Be In 10 Years?</h2><p>Business growth opportunities do not necessarily translate into strong equity returns. Cisco (CSCO) grew its business considerably between 2000 and 2010, as revenue rose by close to 100%. And still, Cisco&#39;s shares went down by more than 60% in that time frame, as valuation compression was even more impactful than the business growth the company experienced in that time frame. In Apple&#39;s case, total returns will be stronger, but multiple compression could still be a headwind going forward:</p><p><img src=\"https://static.tigerbbs.com/05d814ce0bd4641eabe68a69249df8f1\" tg-width=\"635\" tg-height=\"467\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p>Apple trades at a ~30% premium compared to the 5-year median when we look at its earnings multiple, while the premium compared to the 5-year median is ~50% when we look at Apple&#39;s enterprise value to EBITDA ratio. Clearly, Apple is significantly more expensive than it used to be in the past. When we look at the median valuations over the last ten years, the current premium is even more pronounced.</p><p>If Apple manages to grow its revenue by 7% a year over the next decade, in line with what analysts are expecting, we could see earnings per share growth in the 10% range, once we account for buybacks. Those have slowed down to just 2% over the last year, but let&#39;s still assume that Apple will be able to buy back around 3% of its share count in the future. With 10% annual earnings per share growth, Apple would be a pretty fast-growing enterprise, considering its already very large size. In that scenario, earnings per share could climb from $6.15 in 2022 to around $15.90 in 2032. If Apple were to trade at 22x net profits a decade from now, the share price would be $350. In this scenario, where Apple is trading in line with the 5-year median valuation, Apple would deliver annual share price gains of 7%.</p><p>When we consider that the last five years have been pretty good for equities and that this will not necessarily be the case going forward, <a href=\"https://laohu8.com/S/AONE.U\">one</a> can also make a case for a lower valuation, however. Rising interest rates could definitely result in lower valuations in future years, compared to how Apple and other equities were valued in the recent past. If Apple were to trade at 20x net profits a decade from now, the share price would be $320 in 2032, which would translate into 6% annual share price gains. If the earnings multiple drops to 18, the 2032 share price target is $286, which would result in annual share price gains of 5%. Some investors might believe that a valuation this low is highly unlikely, as AAPL is trading well above that level today. But once we consider that the 10-year median earnings multiple is <i>even lower</i>, at 16, a high-teens earnings multiple does not seem that unlikely after all.</p><p>All in all, we can summarize that Apple&#39;s growth outlook over the coming years is solid thanks to cash cow businesses like the iPhone that allow for growth investments in other areas. Share buybacks should also allow AAPL to grow its earnings per share more quickly compared to the business growth rate. That being said, the share price might not rise that much over the coming decade. Depending on circumstances such as market sentiment, interest rates, etc. a share price in the $280 to $350 range seems realistic, I believe. That would translate into annual share price gains of 5%-7%.</p><h2>Is AAPL Stock A Buy, Sell, Or Hold?</h2><p>Apple is an excellent company, and it has been a great investment in the past. But the fact that Apple has delivered outstanding returns over the last five or ten years does not mean that this will repeat. Shares were cheap a decade ago, and they are trading at a huge premium compared to the historic valuation today. To me, it seems realistic that Apple will deliver mid-to-high single-digits annual returns going forward. That&#39;s far from bad, but I do not believe that this makes Apple a Buy today.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Apple Stock A Buy, Sell, Or Hold?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Apple Stock A Buy, Sell, Or Hold?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-08 23:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4500335-apple-stock-10-years><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple Inc.  is an ultra-high quality blue-chip company with an excellent brand and growth opportunities in health, automotive vehicle tech, and virtual reality. On the other hand, investors should ...</p>\n\n<a href=\"https://seekingalpha.com/article/4500335-apple-stock-10-years\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4573":"虚拟现实","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4512":"苹果概念","BK4170":"电脑硬件、储存设备及电脑周边","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4515":"5G概念","AAPL":"苹果","BK4553":"喜马拉雅资本持仓","BK4534":"瑞士信贷持仓","BK4571":"数字音乐概念","BK4507":"流媒体概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4576":"AR","BK4575":"芯片概念","BK4566":"资本集团","BK4559":"巴菲特持仓","BK4527":"明星科技股","BK4501":"段永平概念","BK4550":"红杉资本持仓","BK4579":"人工智能","BK4574":"无人驾驶"},"source_url":"https://seekingalpha.com/article/4500335-apple-stock-10-years","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2225529120","content_text":"Apple Inc.  is an ultra-high quality blue-chip company with an excellent brand and growth opportunities in health, automotive vehicle tech, and virtual reality. On the other hand, investors should note that the company's already very large size will likely prevent Apple from growing at an overly high pace in the coming years. Buybacks will also be less impactful due to an above-average valuation, and total returns could therefore be significantly lower compared to what investors got used to over the last couple of years.AAPL Stock Key MetricsApple has excellent fundamentals. This includes strong margins, which are the result of a brand that warrants premium prices for Apple's products. Strong margins naturally mean that the company earns large amounts of money for each product it sells, but margins are also of importance due to a couple of other factors. High margins mean that inflationary pressures do not hurt Apple too much, for example. If margins were to compress by 100 base points due to higher input costs, the hit to Apple's bottom line would be a pretty small 4%. A competitor with a weaker net profit margin of 10% would see profits take a 10% hit in the same margin compression scenario. In a way, Apple's strong margins thus reduce risks for shareholders, as the company is able to stomach inflation, recessions, etc. easier compared to peers that are less profitable.Apple also has a strong balance sheet and generates excellent cash flows. Per the company's most recent 10-Q filing, Apple Inc. had $203 billion of cash and equivalents on its balance sheet at the end of the first quarter. This was partially offset by $123 billion of debt, for a net cash position of $80 billion. At the same time, Apple's free cash flow came in at a gigantic $102 billion over the last four quarters, with capital expenditures of $10 billion already being accounted for. Capital expenditures of $10 billion aren't high for a company the size of Apple, but that can be attributed to its asset-light business model. Without costly manufacturing equipment, production plants, etc., the company is able to turn most of its operating cash flows into free cash. This naturally benefits shareholders as Apple can finance immense shareholder returns via dividends and buybacks.Apple's Growth Potential In Different MarketsApple's biggest business today is its iPhone franchise. That is not a high-growth market, however. Many people around the world have smartphones already, and those that do not own a smartphone generally do not buy a (high-priced) iPhone as their first product, instead opting for lower-priced entry phones. That being said, the iPhone business should still generate some growth through price increases over the years, but that will not be a major growth driver. Apple's very fast iPhone profits allow the company to invest in other areas, however. On top of that, the iPhone user base is important when it comes to growing revenues in the services segment.As iPhone users acquire additional apps and consume more services and media through their phones over time, Apple's services (Apple Music, iCloud, Apple Pay, and the take from sales in its App Store) will experience growth over time. During the most recent quarter, Apple's Services revenue hit a new all-time high, with revenue of $19.5 billion, which was up 23% year over year. I expect that the addition of new services over time and the growing usage of existing services will allow Apple to grow its Services revenue meaningfully over the coming years.Apple also seeks to expand in other areas. This includes Apple's Health ventures, as well as the Apple Car project. In both cases, Apple addresses a large market, which means that these projects could eventually move the needle very meaningfully for Apple. At least in the very near term, those will not be relevant growth drivers, however.Some projections see the Apple Car project add $50 billion in revenue by 2030. That sounds like quite a lot, but on a relative basis, it's not that much, to be honest. Apple has generated revenue of $380 billion over the last year, thus the Apple Car business would add around 13% to that. If that were to happen during a single year, that would be outstanding, of course. But if it happens over roughly ten years, then the annualized growth boost is relatively slim, at just 1%-2%. When Apple's iPhone sales started to soar, the company generated year-over-year revenue growth rates of 50% and more during some quarters. The Apple Car project, even if successful, will not replicate that. The law of large numbers dictates that growing at a high relative growth rate becomes harder the larger a company gets. And with sales in the $380 billion a year area, Apple is very large already, which means that even successful product introductions will almost certainly not allow Apple to deliver another 50%+ revenue gain in the future, ever.Still, between growth from its existing businesses and the introduction of new products over time, Apple will continue to deliver reasonable business growth over the years. Analysts are currently predicting a revenue growth rate of 7% a year through the next decade. My personal estimate would be slightly lower, at around 5%, but Apple may very well hit the 7% level -- which would be a strong result for a company this large, even though some of Apple's owners might be hoping for (way) stronger growth.Will The Metaverse Impact Apple?Apple also has ambitions when it comes to the Metaverse. Those haven't been broadcasted as widely as those from Meta Platforms (FB), Microsoft (MSFT), etc. But still, Apple seeks to become a major player in this future industry. Apple's CEO Tim Cook first started publicly speaking about Augmented Reality in 2017, and that's also when Apple's ARKit was introduced. There are rumors that Apple might introduce its first AR/VR headset Apple Glass as early as this year, although there are no guarantees for that, of course. Still, it seems pretty clear that Apple's expansion into this space will continue over the coming years. Apple's revenue potential is uncertain, however. Whether AR/VR tech will become big enough to move the needle in a big way seems questionable for the next couple of years at least. But even if the Metaverse impact remains relatively small for the foreseeable future, the growth in the businesses laid out above should allow Apple to grow meaningfully going forward.Where Will Apple Stock Be In 10 Years?Business growth opportunities do not necessarily translate into strong equity returns. Cisco (CSCO) grew its business considerably between 2000 and 2010, as revenue rose by close to 100%. And still, Cisco's shares went down by more than 60% in that time frame, as valuation compression was even more impactful than the business growth the company experienced in that time frame. In Apple's case, total returns will be stronger, but multiple compression could still be a headwind going forward:Data by YChartsApple trades at a ~30% premium compared to the 5-year median when we look at its earnings multiple, while the premium compared to the 5-year median is ~50% when we look at Apple's enterprise value to EBITDA ratio. Clearly, Apple is significantly more expensive than it used to be in the past. When we look at the median valuations over the last ten years, the current premium is even more pronounced.If Apple manages to grow its revenue by 7% a year over the next decade, in line with what analysts are expecting, we could see earnings per share growth in the 10% range, once we account for buybacks. Those have slowed down to just 2% over the last year, but let's still assume that Apple will be able to buy back around 3% of its share count in the future. With 10% annual earnings per share growth, Apple would be a pretty fast-growing enterprise, considering its already very large size. In that scenario, earnings per share could climb from $6.15 in 2022 to around $15.90 in 2032. If Apple were to trade at 22x net profits a decade from now, the share price would be $350. In this scenario, where Apple is trading in line with the 5-year median valuation, Apple would deliver annual share price gains of 7%.When we consider that the last five years have been pretty good for equities and that this will not necessarily be the case going forward, one can also make a case for a lower valuation, however. Rising interest rates could definitely result in lower valuations in future years, compared to how Apple and other equities were valued in the recent past. If Apple were to trade at 20x net profits a decade from now, the share price would be $320 in 2032, which would translate into 6% annual share price gains. If the earnings multiple drops to 18, the 2032 share price target is $286, which would result in annual share price gains of 5%. Some investors might believe that a valuation this low is highly unlikely, as AAPL is trading well above that level today. But once we consider that the 10-year median earnings multiple is even lower, at 16, a high-teens earnings multiple does not seem that unlikely after all.All in all, we can summarize that Apple's growth outlook over the coming years is solid thanks to cash cow businesses like the iPhone that allow for growth investments in other areas. Share buybacks should also allow AAPL to grow its earnings per share more quickly compared to the business growth rate. That being said, the share price might not rise that much over the coming decade. Depending on circumstances such as market sentiment, interest rates, etc. a share price in the $280 to $350 range seems realistic, I believe. That would translate into annual share price gains of 5%-7%.Is AAPL Stock A Buy, Sell, Or Hold?Apple is an excellent company, and it has been a great investment in the past. But the fact that Apple has delivered outstanding returns over the last five or ten years does not mean that this will repeat. Shares were cheap a decade ago, and they are trading at a huge premium compared to the historic valuation today. To me, it seems realistic that Apple will deliver mid-to-high single-digits annual returns going forward. That's far from bad, but I do not believe that this makes Apple a Buy today.","news_type":1},"isVote":1,"tweetType":1,"viewCount":114,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3570648900006145","authorId":"3570648900006145","name":"Jkjustea","avatar":"https://static.tigerbbs.com/13ede8636aa19964235c8150bb8e0592","crmLevel":9,"crmLevelSwitch":1,"idStr":"3570648900006145","authorIdStr":"3570648900006145"},"content":"Gayssey buy pete","text":"Gayssey buy pete","html":"Gayssey buy pete"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9069555288,"gmtCreate":1651322819383,"gmtModify":1676534889935,"author":{"id":"3580024367177542","authorId":"3580024367177542","name":"ISSEY1413","avatar":"https://static.tigerbbs.com/3aae359514ad4455bfc28cf62f608a5e","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3580024367177542","authorIdStr":"3580024367177542"},"themes":[],"htmlText":"What is WB rule #1","listText":"What is WB rule #1","text":"What is WB rule #1","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9069555288","repostId":"1124633130","repostType":4,"repost":{"id":"1124633130","kind":"news","pubTimestamp":1651321393,"share":"https://ttm.financial/m/news/1124633130?lang=&edition=fundamental","pubTime":"2022-04-30 20:23","market":"us","language":"en","title":"Berkshire Hathaway Earnings Fall on Investment Losses","url":"https://stock-news.laohu8.com/highlight/detail?id=1124633130","media":"The Wall Street Journal","summary":"Warren Buffett will speak later Saturday at the conglomerate’s first in-person annual meeting since 2019","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/BRK.A\">Berkshire Hathaway Inc.</a>&#39;s first-quarter earnings fell, hurt by investment losses and weaker results in its insurance-underwriting business.</p><p>Warren Buffett’s company reported net income of $5.46 billion, or $3,702 a Class A share equivalent. That was down from $11.71 billion, or $7,638 a share, a year earlier. Operating earnings, which exclude some investment results, edged up to $7.04 billion from $7.02 billion last year.</p><p>Berkshire’s insurance-underwriting business reported a decrease in operating profits, while its railroad; utilities and energy; and manufacturing, service and retailing businesses posted growth.</p><p>Berkshire’s net income can be volatile from quarter to quarter because the company has large stock investments, and it is required to include unrealized investment gains or losses in the figure. Mr. Buffett, who is Berkshire’s chief executive and chairman, has said he thinks operating earnings are a better measure of how the company is performing.</p><p>Investors curious to hear what Berkshire will do next will get a chance to hear from Mr. Buffett himself later Saturday. The 91-year-old investor—alongside right-hand man Charlie Munger and Vice Chairmen Greg Abel and Ajit Jain—will speak at Berkshire’s first in-person annual shareholder meeting since 2019.</p><p>Based in Omaha, Neb., Berkshire runs a large insurance operation, as well as a railroad, utilities, manufacturers and retailers. Many of its holdings are household names, such as Fruit of the Loom, Geico, Dairy Queen and Benjamin Moore &amp; Co.</p><p>Berkshire also has a massive equity portfolio, which was worth $331 billion at the end of 2021. The company uses billions of dollars of float, or upfront premiums that its insurance customers pay, to make investments for its own gain.</p><p>While most shareholder meetings pass by without much notice, Berkshire’s has been lovingly dubbed the “Woodstock for Capitalists” given its unusually high turnout, festival-like atmosphere and plethora of memorabilia celebrating Mr. Buffett and his investments. In the past, attendees have taken home souvenirs such as Fruit of the Loom boxers with images of Mr. Buffett printed on them and Oriental Trading rubber ducks created in the likeness of Mr. Buffett and Mr. Munger.</p><p>The highlight of the weekend will be an hourslong question-and-answer session during which the executives will field inquiries from randomly selected audience members and CNBC reporter Becky Quick.</p><p>Mr. Buffett has said he won’t discuss what Berkshire is buying or selling, how Berkshire arrived at an investment decision, or politics.</p><p>“Any other subjects are fair game,” he wrote in a program for the event.</p><p>While the company made no major acquisitions in 2021, with Mr. Buffett citing a lack of attractive long-term investment opportunities, it has put more cash to work again this year.</p><p>In March, Berkshire said it had reached a deal to acquire insurer <a href=\"https://laohu8.com/S/Y\">Alleghany Corp.</a> for $11.6 billion. The deal is set to be Berkshire’s biggest in years. The company also unveiled it had built a 14.6% stake in <a href=\"https://laohu8.com/S/OXY\">Occidental Petroleum</a> in March and disclosed an 11% stake in <a href=\"https://laohu8.com/S/HPQ\">HP Inc.</a> in April.</p><p>Shares of <a href=\"https://laohu8.com/S/OXY\">Occidental</a> and <a href=\"https://laohu8.com/S/HPQ\">HP</a> soared following news of Berkshire’s investments.</p><p>Shareholders will pay close attention to Mr. Buffett’s views on the markets and the economy, given his decades of investing experience and the vast scale of Berkshire’s businesses.</p><p>They may also look to hear Mr. Buffett share his views on various Berkshire shareholder proposals. In April, the California Public Employees’ Retirement System, the nation’s largest pension fund, said it was planning to support a proposal that would remove Mr. Buffett as the chairman of Berkshire.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Berkshire Hathaway Earnings Fall on Investment Losses</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\">\nBerkshire Hathaway Earnings Fall on Investment Losses\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-30 20:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.wsj.com/articles/berkshire-hathaway-earnings-fall-on-investment-losses-11651321042?mod=hp_lead_pos1><strong>The Wall Street Journal</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Berkshire Hathaway Inc.'s first-quarter earnings fell, hurt by investment losses and weaker results in its insurance-underwriting business.Warren Buffett’s company reported net income of $5.46 billion...</p>\n\n<a href=\"https://www.wsj.com/articles/berkshire-hathaway-earnings-fall-on-investment-losses-11651321042?mod=hp_lead_pos1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BRK.A":"伯克希尔","BRK.B":"伯克希尔B"},"source_url":"https://www.wsj.com/articles/berkshire-hathaway-earnings-fall-on-investment-losses-11651321042?mod=hp_lead_pos1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124633130","content_text":"Berkshire Hathaway Inc.'s first-quarter earnings fell, hurt by investment losses and weaker results in its insurance-underwriting business.Warren Buffett’s company reported net income of $5.46 billion, or $3,702 a Class A share equivalent. That was down from $11.71 billion, or $7,638 a share, a year earlier. Operating earnings, which exclude some investment results, edged up to $7.04 billion from $7.02 billion last year.Berkshire’s insurance-underwriting business reported a decrease in operating profits, while its railroad; utilities and energy; and manufacturing, service and retailing businesses posted growth.Berkshire’s net income can be volatile from quarter to quarter because the company has large stock investments, and it is required to include unrealized investment gains or losses in the figure. Mr. Buffett, who is Berkshire’s chief executive and chairman, has said he thinks operating earnings are a better measure of how the company is performing.Investors curious to hear what Berkshire will do next will get a chance to hear from Mr. Buffett himself later Saturday. The 91-year-old investor—alongside right-hand man Charlie Munger and Vice Chairmen Greg Abel and Ajit Jain—will speak at Berkshire’s first in-person annual shareholder meeting since 2019.Based in Omaha, Neb., Berkshire runs a large insurance operation, as well as a railroad, utilities, manufacturers and retailers. Many of its holdings are household names, such as Fruit of the Loom, Geico, Dairy Queen and Benjamin Moore & Co.Berkshire also has a massive equity portfolio, which was worth $331 billion at the end of 2021. The company uses billions of dollars of float, or upfront premiums that its insurance customers pay, to make investments for its own gain.While most shareholder meetings pass by without much notice, Berkshire’s has been lovingly dubbed the “Woodstock for Capitalists” given its unusually high turnout, festival-like atmosphere and plethora of memorabilia celebrating Mr. Buffett and his investments. In the past, attendees have taken home souvenirs such as Fruit of the Loom boxers with images of Mr. Buffett printed on them and Oriental Trading rubber ducks created in the likeness of Mr. Buffett and Mr. Munger.The highlight of the weekend will be an hourslong question-and-answer session during which the executives will field inquiries from randomly selected audience members and CNBC reporter Becky Quick.Mr. Buffett has said he won’t discuss what Berkshire is buying or selling, how Berkshire arrived at an investment decision, or politics.“Any other subjects are fair game,” he wrote in a program for the event.While the company made no major acquisitions in 2021, with Mr. Buffett citing a lack of attractive long-term investment opportunities, it has put more cash to work again this year.In March, Berkshire said it had reached a deal to acquire insurer Alleghany Corp. for $11.6 billion. The deal is set to be Berkshire’s biggest in years. The company also unveiled it had built a 14.6% stake in Occidental Petroleum in March and disclosed an 11% stake in HP Inc. in April.Shares of Occidental and HP soared following news of Berkshire’s investments.Shareholders will pay close attention to Mr. Buffett’s views on the markets and the economy, given his decades of investing experience and the vast scale of Berkshire’s businesses.They may also look to hear Mr. Buffett share his views on various Berkshire shareholder proposals. In April, the California Public Employees’ Retirement System, the nation’s largest pension fund, said it was planning to support a proposal that would remove Mr. Buffett as the chairman of Berkshire.","news_type":1},"isVote":1,"tweetType":1,"viewCount":278,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9035458064,"gmtCreate":1647659295378,"gmtModify":1676534256666,"author":{"id":"3580024367177542","authorId":"3580024367177542","name":"ISSEY1413","avatar":"https://static.tigerbbs.com/3aae359514ad4455bfc28cf62f608a5e","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3580024367177542","authorIdStr":"3580024367177542"},"themes":[],"htmlText":"Gambling","listText":"Gambling","text":"Gambling","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9035458064","repostId":"1195743790","repostType":4,"repost":{"id":"1195743790","kind":"news","pubTimestamp":1647657923,"share":"https://ttm.financial/m/news/1195743790?lang=&edition=fundamental","pubTime":"2022-03-19 10:45","market":"us","language":"en","title":"Why the Heck Is AMC Entertainment Buying a Gold and Silver Mine?","url":"https://stock-news.laohu8.com/highlight/detail?id=1195743790","media":"Motley Fool","summary":"The theater-chain operator is looking to diversify and help other distressed businesses.","content":"<html><head></head><body><p><b>KEY POINTS</b></p><ul><li>AMC will take a 22% stake in defunct gold and silver miner Hycroft in exchange for $28 million.</li><li>The miner shut down mining operations last November and laid off half its staff.</li><li>Hycroft has yet to perform the necessary studies needed to launch the next stage of its operations.</li></ul><p>Nothing says you&#39;re serious about turning around your movie theater business than investing in a defunct gold and silver miner, or so <b>AMC Entertainment</b> would have you believe.</p><p>The theater owner shocked everyone by announcing it had invested $27.9 million in <b>Hycroft Mining</b> in exchange for a 22% stake in the company. At the same time, metals investor Eric Sprott invested a similar amount into Hycroft.</p><p>CEO Adam Aron said AMC&#39;s own near-death experience has made it willing and able to help other businesses also knocking at death&#39;s door.</p><blockquote>In recent years, however, AMC Entertainment has had enormous success and demonstrated expertise in guiding a company with otherwise valuable assets through a time of severe liquidity challenge, the raising of capital, and strengthening of balance sheets, as well as communicating with individual retail investors. It is all that experience and skill that we bring to the table to assist the talented mining professionals at Hycroft.</blockquote><p>However, investors should be even more wary of investing in AMC than they were before.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8b91324299e2d93c69b03bc2d25d8525\" tg-width=\"2000\" tg-height=\"1330\" width=\"100%\" height=\"auto\"/><span>Image source: Getty Images.</span></p><p><b>In the pits</b></p><p>AMC is not healthy. Despite having established significant liquidity by using its meme stock popularity to raise cash, the movie industry has not recovered. There are fewer movies planned for release in 2022, and that will result in even lower theater attendance than was the case even before the pandemic. So taking resources away from bolstering the business is more than just surprising.</p><p>More so because Hycroft Mining is not an active miner. It ceased operations at its only mine in Nevada last November, saying it wanted to switch to building a mill to process gold and silver sulfide ore.</p><p>The problem is, Hycroft hasn&#39;t even done a feasibility study on whether the method Hycroft wants to use to process the ore will even work or is economically feasible. It says its previous plan for using a novel two-stage sulfide heap oxidation and leach process is not economical at current metal prices, so it will instead consider using an alternative process, though it&#39;s not yet proven it can be workable at a commercial scale.</p><p>AMC, however, says third-party analyses confirm Hycroft has &#34;rock-solid assets,&#34; with 15 million ounces of gold deposits and around 600 million ounces of silver deposits at its Nevada mine.</p><p><b>Hoping something sticks</b></p><p>Investing $28 million in a defunct gold miner when you have $1.8 billion sitting in the bank is in itself not much of an issue. Even if the whole enterprise goes belly up, it&#39;s not going to severely affect the company, and if it&#39;s successful, it may make some money on the deal. So why not, right?</p><p>The problem arises from the mindset behind such an investment. The scattershot approach to trying something --<i>anything!</i>-- to get some kind of a return that&#39;s completely unrelated to your core competency indicates your actual business is not worth investing in.</p><p>Buying a business in which you have no knowledge or understanding of the industry, only that it looks kind of similar to the situation you found yourself in, is hardly the way to be using shareholder resources.</p><p>Aron has indicated he wants to think outside the box when it comes to reviving AMC, and not all of the options involve movies per se.</p><p>For example, Aron recently revealed six strategies he saw AMC undertaking that included developing non-fungible tokens, or NFTs, and selling popcorn in retail stores. He did say he wanted to make more acquisitions, but I suspect most people thought he meant in line with the theater chain acquisitions he previously made. Buying a gold and silver miner was probably not on anyone&#39;s bingo card.</p><p><b>Suspicious trading activity</b></p><p>The investment is likely to get SEC scrutiny too. CNBC reports there was highly unusual trading occurring in the days just preceding the announcement of the investment.</p><p>It says analysis of FactSet data shows the 90-day average trading volume of Hycroft stock was around 355,000 shares prior to the news, but the day before, it spiked to 58.6 million shares, bringing the 90-day average up to 10.5 million shares.</p><p>Indeed, last Friday, trading surged to 340 million shares, or five times greater than Hycroft&#39;s outstanding share count, and its stock rocketed from $0.30 a share to $1.40 the day before AMC announced its investment, a better than four-fold increase in price.</p><p><b>Fool&#39;s gold</b></p><p>Investing legend Peter Lynch had a word for when companies go far afield like this: &#34;de-worsi-fication.&#34;</p><p>In a bid to engage in a bit of empire building, CEOs graft wildly unrelated businesses onto their operations, ones that do nothing to strengthen the primary company -- and they tend to end badly.</p><p>There was a lot to make investors cautious about taking a stake in AMC Entertainment before this. Now that the movie theater stock is getting into gold and silver mining, they should stay far away.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why the Heck Is AMC Entertainment Buying a Gold and Silver Mine?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy the Heck Is AMC Entertainment Buying a Gold and Silver Mine?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-19 10:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/03/18/why-the-heck-is-amc-entertainment-buying-a-gold-an/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSAMC will take a 22% stake in defunct gold and silver miner Hycroft in exchange for $28 million.The miner shut down mining operations last November and laid off half its staff.Hycroft has yet...</p>\n\n<a href=\"https://www.fool.com/investing/2022/03/18/why-the-heck-is-amc-entertainment-buying-a-gold-an/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMC":"AMC院线","HYMC":"Hycroft Mining Holding Corporation"},"source_url":"https://www.fool.com/investing/2022/03/18/why-the-heck-is-amc-entertainment-buying-a-gold-an/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195743790","content_text":"KEY POINTSAMC will take a 22% stake in defunct gold and silver miner Hycroft in exchange for $28 million.The miner shut down mining operations last November and laid off half its staff.Hycroft has yet to perform the necessary studies needed to launch the next stage of its operations.Nothing says you're serious about turning around your movie theater business than investing in a defunct gold and silver miner, or so AMC Entertainment would have you believe.The theater owner shocked everyone by announcing it had invested $27.9 million in Hycroft Mining in exchange for a 22% stake in the company. At the same time, metals investor Eric Sprott invested a similar amount into Hycroft.CEO Adam Aron said AMC's own near-death experience has made it willing and able to help other businesses also knocking at death's door.In recent years, however, AMC Entertainment has had enormous success and demonstrated expertise in guiding a company with otherwise valuable assets through a time of severe liquidity challenge, the raising of capital, and strengthening of balance sheets, as well as communicating with individual retail investors. It is all that experience and skill that we bring to the table to assist the talented mining professionals at Hycroft.However, investors should be even more wary of investing in AMC than they were before.Image source: Getty Images.In the pitsAMC is not healthy. Despite having established significant liquidity by using its meme stock popularity to raise cash, the movie industry has not recovered. There are fewer movies planned for release in 2022, and that will result in even lower theater attendance than was the case even before the pandemic. So taking resources away from bolstering the business is more than just surprising.More so because Hycroft Mining is not an active miner. It ceased operations at its only mine in Nevada last November, saying it wanted to switch to building a mill to process gold and silver sulfide ore.The problem is, Hycroft hasn't even done a feasibility study on whether the method Hycroft wants to use to process the ore will even work or is economically feasible. It says its previous plan for using a novel two-stage sulfide heap oxidation and leach process is not economical at current metal prices, so it will instead consider using an alternative process, though it's not yet proven it can be workable at a commercial scale.AMC, however, says third-party analyses confirm Hycroft has \"rock-solid assets,\" with 15 million ounces of gold deposits and around 600 million ounces of silver deposits at its Nevada mine.Hoping something sticksInvesting $28 million in a defunct gold miner when you have $1.8 billion sitting in the bank is in itself not much of an issue. Even if the whole enterprise goes belly up, it's not going to severely affect the company, and if it's successful, it may make some money on the deal. So why not, right?The problem arises from the mindset behind such an investment. The scattershot approach to trying something --anything!-- to get some kind of a return that's completely unrelated to your core competency indicates your actual business is not worth investing in.Buying a business in which you have no knowledge or understanding of the industry, only that it looks kind of similar to the situation you found yourself in, is hardly the way to be using shareholder resources.Aron has indicated he wants to think outside the box when it comes to reviving AMC, and not all of the options involve movies per se.For example, Aron recently revealed six strategies he saw AMC undertaking that included developing non-fungible tokens, or NFTs, and selling popcorn in retail stores. He did say he wanted to make more acquisitions, but I suspect most people thought he meant in line with the theater chain acquisitions he previously made. Buying a gold and silver miner was probably not on anyone's bingo card.Suspicious trading activityThe investment is likely to get SEC scrutiny too. CNBC reports there was highly unusual trading occurring in the days just preceding the announcement of the investment.It says analysis of FactSet data shows the 90-day average trading volume of Hycroft stock was around 355,000 shares prior to the news, but the day before, it spiked to 58.6 million shares, bringing the 90-day average up to 10.5 million shares.Indeed, last Friday, trading surged to 340 million shares, or five times greater than Hycroft's outstanding share count, and its stock rocketed from $0.30 a share to $1.40 the day before AMC announced its investment, a better than four-fold increase in price.Fool's goldInvesting legend Peter Lynch had a word for when companies go far afield like this: \"de-worsi-fication.\"In a bid to engage in a bit of empire building, CEOs graft wildly unrelated businesses onto their operations, ones that do nothing to strengthen the primary company -- and they tend to end badly.There was a lot to make investors cautious about taking a stake in AMC Entertainment before this. Now that the movie theater stock is getting into gold and silver mining, they should stay far away.","news_type":1},"isVote":1,"tweetType":1,"viewCount":238,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3580024367177542","authorId":"3580024367177542","name":"ISSEY1413","avatar":"https://static.tigerbbs.com/3aae359514ad4455bfc28cf62f608a5e","crmLevel":7,"crmLevelSwitch":1,"idStr":"3580024367177542","authorIdStr":"3580024367177542"},"content":"[Smug] [Duh] [Surprised] [Angry] [Sad]","text":"[Smug] [Duh] [Surprised] [Angry] [Sad]","html":"[Smug] [Duh] [Surprised] [Angry] [Sad]"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9996850947,"gmtCreate":1661147584890,"gmtModify":1676536462274,"author":{"id":"3580024367177542","authorId":"3580024367177542","name":"ISSEY1413","avatar":"https://static.tigerbbs.com/3aae359514ad4455bfc28cf62f608a5e","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3580024367177542","authorIdStr":"3580024367177542"},"themes":[],"htmlText":"[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;","listText":"[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;","text":"[Miser] [Miser] [Miser] [Miser] [Miser]","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9996850947","repostId":"1137992204","repostType":2,"repost":{"id":"1137992204","kind":"news","pubTimestamp":1661140750,"share":"https://ttm.financial/m/news/1137992204?lang=&edition=fundamental","pubTime":"2022-08-22 11:59","market":"hk","language":"en","title":"Alibaba: Fortunes Will Be Made","url":"https://stock-news.laohu8.com/highlight/detail?id=1137992204","media":"Seeking Alpha","summary":"SummaryAlibaba is the ecommerce market leader in China and is investing strongly into new markets an","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Alibaba is the ecommerce market leader in China and is investing strongly into new markets and territories.</li><li>With Alibaba’s operating businesses currently trading at around 9 times at a time when margins are depressed, 30%+ annual compound returns over the next decade are possible.</li><li>The decision to invest or not ultimately depends on where investors land on the perceived risks of investing in China.</li><li>Whilst there are realistic risks, we think they are overblown and that long-term investors will do well by remaining rationally optimistic.</li><li>At the current price, we rate the stock as a “Buy.” Should the current risks reduce or be resolved, we would consider it a “Strong Buy” at the current level.</li></ul><p><b>Our view</b></p><p>Alibaba Group Holding Limited (NYSE:BABA,BABAF) is one of the most controversial companies when it comes to investor opinion. Many believe it is a great business at a bargain price, whilst others believe the risks mean it is untouchable, even at a significant discount.</p><p>Putting the risks aside for a moment, there is a lot to love about Alibaba:</p><ul><li>the world&#39;s largest global e-commerce platform, bigger than Amazon (AMZN) and JD.com (JD) combined based on GMV;</li><li>a Cloud computing business in China which is a leader in a market which is expected to grow rapidly in the coming years;</li><li>a dominant position in China and an increasing presence across Southeast Asia meaning it is well placed to benefit from economic progress in the region; and</li><li>strong free cash flow and a solid balance sheet providing ample resources to continue to make strategic acquisitions and/or returns to shareholders.</li></ul><p>Alibaba&#39;s operating businesses currently trade at a multiple of around 9x owner earnings. And this is at a time when the company is in an investment phase, meaning margins are depressed and the true underlying earnings potential is underrepresented. Modest earnings growth combined with recovery in the valuation multiple could provide investors 30%+ annual returns over the next decade.</p><p>Based on these metrics, it is difficult to disagree that the current price represents an attractive valuation. However, the investment decision ultimately relies on the conclusion investors reach on the likelihood and impact of the various potential risks materializing.</p><p>When it comes to risks generally, investors can be guilty of ignoring them completely or assuming the worst-case scenario. In the case of Alibaba, we think the latter is true. Whilst there will inevitably be ongoing friction as the US learns to live in a world with a rising China, our view is that the world will ultimately continue to make progress and prosper over the long-term. We believe investors would do well by remaining rationally optimistic.</p><p>Even if we put our optimistic worldview aside, we feel that some of the risks are overblown. Only 10% of the company&#39;s external revenue is generated through the regulated businesses held within the VIE structures, and this will only reduce as the company continues to diversify and expand internationally.</p><p>As for the potential de-listing from the NYSE, we would hope that agreement can be reached to avert this eventually. However, in absence of cooperation on that issue, the company is pursuing a dual primary listing in Hong Kong which will provide investors with an alternative market in an internationally recognized financial center.</p><p>Overall, we feel that the strength of its businesses combined with the significantly discounted valuation compensate for the actual severity and likelihood of the risks materializing. We think it is a clear &#34;Buy&#34; at the current valuation. Should these risks reduce or a long-term resolution be reached, we see reason to upgrade our rating to &#34;Strong Buy.&#34;</p><p>With that being said, each investor must consider this in the context of their own investment objectives, risk tolerance and psychological resilience. Bargains are never found in times of comfort and stability. As value investors with a long-term horizon and a deeply contrarian nature, we believe will be handsomely rewarded for the long and potentially rocky journey ahead.</p><p><b>An overview of Alibaba</b></p><p><i>Note from author: This section provides a description of the major services and businesses which are within the Alibaba ecosystem. For those who are already familiar with the operations of Alibaba, we suggest that you skip to the following section.</i></p><p>Alibaba is an e-commerce giant which serves 1.31 billion annual active consumers across the many platforms and businesses in the Alibaba Ecosystem. Total Gross Merchandise Value (&#34;GMV&#34;) transacted in the Alibaba Ecosystem in FY22 was RMB 8.3 trillion ($1.3 trillion), making it the largest retail commerce business in the world, according to Analysys.</p><p>Alibaba reports its business across a number of segments: China commerce, International commerce; Local consumer services; Cainiao; Cloud; Digital media and entertainment; and Innovation initiatives and others. We provide an overview of each below.</p><p>China Commerce<img src=\"https://static.tigerbbs.com/aa56696fb04eb3546dc824af059ae17a\" tg-width=\"559\" tg-height=\"511\" referrerpolicy=\"no-referrer\"/></p><p>Alibaba Annual Report FY22</p><p>Alibaba&#39;s China Commerce segment is primarily Taobao and Tmall. Together, these constitute the world&#39;s largest digital retail business in terms of GMV for the twelve months ended 31 March 2022, according to Analysys.</p><p>Taobao</p><p>Taobao is the company&#39;s main commerce platform and is both the starting point and destination portal for many users&#39; shopping journey. It allows individuals and small businesses to create online storefronts and product listings for free. Alibaba generates revenue through add-ons sold to sellers, such as analytics and marketing. As well as being a shopping platform itself, it acts as a funnel for other platforms in the Alibaba ecosystem.</p><p>Tmall</p><p>Tmall is the partner of choice for both domestic and International brands. The platform is essentially a virtual mall, allowing brands and retailers to operate their own unique storefronts. The platform has a wide range of brands, with 320,000 brands and merchants on Tmall, including over 80% of the consumer brands ranked in the Forbes Top 100 World&#39;s Most Valuable Brands for 2021. It is the largest third-party online and mobile commerce platform for brands and retailers in the world in terms of GMV, according to Analysys. The platform differs from Taobao in that it charges retailers and merchants fees for setting up stores and a share of ongoing GMV, in addition to offering value-add services.</p><p>Other</p><p>There are a host of other platforms and businesses which cater to various markets. These include</p><ul><li>Taobao Deals - like Taoboao, but with a focus on value-for-money products;</li><li>Taocaicai - a community marketplace that offers consumers next-day pick-up services for a wide range of groceries and fresh goods at neighborhood pick-up points;</li><li>Tmall Supermarket - offers daily necessities, FMCG and general merchandise through Taobao app with same-or-next-day delivery services;</li><li>Freshippo - a retail chain for groceries and fresh goods with over 200 stores offering 30-minute delivery to customers living within a three kilometer radius of the store; and</li><li>Sun Art - an online and physical hypermarket.</li></ul><p>Alimama</p><p>The company monetizes its broad user base and insights into customer behaviors through its Alimama platform. Alimama offers paid marketing services to merchants, retailers and promoters allowing them to advertise across its many platforms. This marketing is not confined to the Alibaba ecosystem, with affiliate programs allowing its users to directly market to consumers on other platforms outside of Alibaba&#39;s.</p><p>In addition to ads within the Alibaba ecosystem, the company offers wider distribution through the Taobao Ad Network and Exchange (&#34;TANX&#34;), one of the largest real-time online bidding marketing exchanges in China. TANX helps publishers to monetize their media inventories both on mobile apps and web properties, automating the buying and selling of tens of billions of marketing impressions on a daily basis.</p><p>1688.com</p><p>Alibaba&#39;s domestic wholesale business, 1688.com, is China&#39;s largest integrated domestic wholesale marketplace in 2021 by net revenue, according to Analysys. Wholesalers pay a fixed annual subscription to sell with no additional fees, but can pay for additional premium features such as data analytics and marketing etc. These additional services account for the vast majority of income from wholesaling.</p><p>International Commerce<img src=\"https://static.tigerbbs.com/47677213623961a5cdaf220a0b03d11d\" tg-width=\"555\" tg-height=\"365\" referrerpolicy=\"no-referrer\"/></p><p>Alibaba Annual Report FY22</p><p>Lazada</p><p>Lazada is a leading and fast-growing e-commerce platform in Southeast Asia and serves one of the largest user bases among the global e-commerce platforms. It caters to merchants of all sizes, from individuals to regional and global brands. Lazada also operates one of the leading e-commerce logistics networks in Southeast Asia, with the vast majority of Lazada&#39;s parcels going through its own facilities or first- and last-mile fleet.</p><p>AliExpress</p><p>AliExpress enables global consumers to buy directly from manufacturers and distributors in China and around the world. It is available in 18 languages and services consumers across many countries including the US and Europe.</p><p>Trendyol</p><p>Trendyol is a leading e-commerce platform in Turkey in terms of both GMV and order volume in 2021. It offers a large selection of products through e-commerce business as well as instant delivery services for food and groceries, as well as having its own fulfillment and logistics networks.</p><p>Alibaba.com</p><p>Alibaba.com is China&#39;s largest integrated international online wholesale marketplace in 2021 by revenue, according to Analysys, serving over 40 million buyers from over 190 countries in FY22. Like its domestic wholesaling counterpart, Alibaba generates the majority of the revenue through this platform for the additional value-add services it offers to merchants.</p><p>Local Consumer Services<img src=\"https://static.tigerbbs.com/3d186cd91743f67a748c9adfae3285f8\" tg-width=\"228\" tg-height=\"282\" referrerpolicy=\"no-referrer\"/></p><p>Company Annual Report FY22</p><p>The company&#39;s local consumer services business is looking to expand its reach beyond products into consumer services, whether that is at home through its &#34;To Home&#34; businesses or on the go through its &#34;To Destination&#34; businesses.</p><p>To Home</p><ul><li><p>Ele.me- a leading local services and on-demand delivery platform which enables consumers to order food and beverages, groceries, FMCG, flowers and pharmaceutical products anytime and anywhere.</p></li><li><p>Fengniao Logistics - an on-demand delivery network which provides last-mile logistics services to orders placed through Ele.me as well as to other businesses in the Alibaba ecosystem including Freshippo, Sun Art, and Alibaba Health.</p></li><li><p>Taoxianda - an online-offline integration service solution for FMCG brands and third-party grocery retail partners, facilitates the digitalization of retailers&#39; operations.</p></li></ul><p>To-Destination</p><ul><li><p>Amap - a leading provider of mobile digital map navigation and one-stop access point to services such as navigation, local services and ride-hailing. Amap technology underlies a range of apps both inside and outside of the Alibaba ecosystem, and the company provides map data and navigation software to international and domestic automotive companies.</p></li><li><p>Fliggy - a leading online travel platform which provides comprehensive services to meet consumers&#39; travel needs for airline and train tickets, accommodation, car rental, package tours and local attractions.</p></li><li><p>Koubei - a restaurant and local services guide platform for in-store consumption, provides merchants with targeted marketing solutions, digital operation capabilities and analytics tools and allows consumers to discover local services content on the platform.</p></li></ul><p>Cainiao</p><p>Cainiao is a domestic and international one-stop shop for logistics services and supply chain management solutions, data insights and technology to digitalize the entire logistics process and enhance the capabilities of its logistics partners.</p><p>It offers parcel pick-up services through a neighborhood logistics solution that operates a network of neighborhood, campus and rural village stations and residential self pick-up lockers. Consumers can also enjoy parcel pick-up at the doorstep and time-guaranteed delivery service through Cainiao.</p><p>For merchants, Cainiao has built a full-fledged fulfillment network at provincial, city, and county levels in China, which offers customized fulfillment solutions to merchants across the Alibaba ecosystem. It has a network of assets and partners to support merchants on cross-border and international commerce retail platforms such as AliExpress and Lazada.</p><p>Cloud</p><p>Alibaba Group is the world&#39;s third largest and Asia Pacific&#39;s largest Infrastructure-as-a-service (&#34;IaaS&#34;) provider by revenue in 2021, according to Gartner&#39;s April 2022 report. It is also China&#39;s largest provider of public cloud services by revenue in 2021, including PaaS and IaaS services, according to IDC.</p><p>Alibaba Cloud</p><p>Alibaba Cloud offers a complete suite of cloud services, including proprietary servers, elastic computing, storage, network, security, database and big data, and IoT services, serving our ecosystem and beyond. Alibaba Cloud offers computing services in 27 regions globally and served more than 60% of A-share listed companies in China in FY22. As digital transformation accelerates, customers from non-Internet industries have increased their usage of cloud services, with such revenue accounting for half of cloud computing revenue in FY22.</p><p>DingTalk</p><p>DingTalk is a digital collaboration workplace and application development platform that offers new ways of working, sharing and collaboration for modern enterprises and organizations and is the largest business efficiency mobile app in China by monthly active users in March 2022, according to QuestMobile.</p><p>DingTalk provides a comprehensive suite of solutions for enterprise collaboration, including real-time communication, organizational management and various network collaboration tools such as data storage, calendars, workflow management and shared documents. Enterprises can also enjoy convenient access to a broad range of applications, including those offered by third-party service providers, that are seamlessly integrated with DingTalk&#39;s platform.</p><p>Digital Media and Entertainment<img src=\"https://static.tigerbbs.com/82c37c15470e609250e5e55f2ed8f181\" tg-width=\"229\" tg-height=\"291\" referrerpolicy=\"no-referrer\"/></p><p>Company Annual Report FY22</p><p>In line with the continued expansion into areas beyond product consumption, the group is looking to benefit from media consumption through its delivery platforms as well as through the production and distribution of its own and third-party content.</p><p>The first of these platforms is Youku, the third largest online long-form video platform in China in terms of monthly active users in March 2022, according to QuestMobile. The second is Quark which helps young users gain access to a variety of digital content and information for learning and work purposes.</p><p>The company also produces, promotes and distributes content through Alibaba Pictures. In 2022, eight movies released by Alibaba Pictures were among the top ten domestic movies in terms of ticket sales. The company also provides ticketing services for live events - concerts, plays, and sporting events - through Damai, and develops and distributes mobile games through Lingxi Games.</p><p><b>Innovation</b></p><p>In 2019, Alibaba established the DAMO Academy, a global research program in cutting-edge technologies that aims to integrate and speed up knowledge exchange between science and industry. An example of the innovation is the proprietary L4 self-driving vehicle Xiaomanlv used by Cainiao, which has delivered over 10 million parcels within gated communities and university campuses.</p><p>Its Tmall Genie product range provides a selection of internet-enabled smart home appliances, including smart speakers, lights and remote controls. The Tmall Genie smart speaker is a leading smart speaker in China in terms of sales units, and provides an interactive interface for our customers to easily access services offered by the company.</p><p><b>Investments</b></p><p>In addition to its operating businesses, Alibaba has a portfolio of equity (listed and private) and debt investments with a total value of RMB 239 billion as of 30 June 2022. The company also has a number of investments in which it holds a minority stake (&#34;equity investees&#34;). The most significant of these is the group&#39;s 33% stake in the Ant Group, the parent company of Alipay which provides substantially all of the payment processing and all of the escrow services on Alibaba marketplaces.</p><p><b>Business review</b></p><p>The Alibaba Group<img src=\"https://static.tigerbbs.com/3cf32e154e25cf9ca79847d923cd50e2\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/></p><p>Prepared by author. Data from company annual reports.</p><p>Despite its many operating businesses and international expansion, Alibaba is still predominantly a domestic e-commerce business in China. In FY22, China commerce - which include the company&#39;s domestic retail and wholesale businesses - accounted for almost 80% of the group&#39;s revenue. The next largest segments are Cloud (8% of revenue) and International Commerce (7% of revenue). We consider the performance of these three key segments below.</p><p>China Commerce<img src=\"https://static.tigerbbs.com/f01712c02388c2274d21a037b77e306e\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/></p><p>Prepared by author. Data from company annual reports.</p><p>The e-commerce businesses in China continue to grow albeit at a slower rate, with growth slowing from 45% in FY21 to 18% in FY22. The company&#39;s main ecommerce platforms in China - Taobao and Tmall - have seen their revenue growth slow to low-single digits in FY22, with the majority of revenue growth now being driven by the growth of the company&#39;s direct sales businesses - Tmall Supermarket and SunArt.</p><p>This expansion into direct sales (i.e. traditional retailing) is unlocking new areas for growth, but at the cost of significantly lower margins. The company has also increased investment in its platforms and increased spending for user growth and on merchant support, further depressing margins.</p><p>As a result, EBITA margin has declined from 50% in FY20 to around 30% in FY22, offsetting the impact of the growth in revenue. The company expects margins to continue to be affected by this trend as direct sales account for an increasing share of revenue.</p><p><i>Please note: The</i> <i>EBITA reported by management excludes share-based compensation expenses. While we understand that it can be a useful metric on this basis, we have adjusted it to include the share-based compensation expense as this is a true cost to the company. Any reference to EBITA throughout this article is on that basis.</i></p><p>Cloud<img src=\"https://static.tigerbbs.com/d1405b6c4f1226c547e7b52fbc28864e\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/></p><p>Prepared by author. Data from company annual reports.</p><p>The trend of slowing growth is not confined to ecommerce, with the Cloud segment also seeing growth slow to 25% in FY22. The slowing growth was due to the loss of a significant customer as well as slowing demand from customers in China&#39;s internet industry.</p><p>The slowdown in FY22 follows a year where revenue grew by a little over 50% and has grown by 85% since in the past 2 years. In addition, excluding the impact of the customer loss, the underlying business actually grew by 29%.</p><p>The continued top-line growth is contributing to improving operating margins, albeit the Cloud business remains loss making. If share awards are excluded, however, Cloud has actually grown beyond its break-even point generating an EBITA margin of 2% in FY22. Due to the operational leverage of these types of businesses, further top line growth should start to result in improving margins.</p><p>International Commerce<img src=\"https://static.tigerbbs.com/dfec3544f8ac5498ceeeb239868cd84b\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/></p><p>Prepared by author. Data from Company Annual Report.</p><p>The theme in International commerce is similar. Revenue growth slowed to 25% in FY22, following a strong FY21 which saw revenue grow by 44%. The slowdown has in part been due to various headwinds faced by AliExpress and Trendyol, which have been key growth drivers of growth in recent years.</p><p>Trendyol has been affected by high inflation in Turkey and the weakened Turkish Lira, whilst AliExpress sales have been affected by the removal of the EU VAT exemption for low value foreign imports. The Russia-Ukraine conflict has also resulted in supply chain and logistics disruptions.</p><p>The International commerce segment as a whole continues to be loss making, with the profits from the wholesaling business not enough to outweigh the losses from the retail side. The loss actually increased in FY22 due to increased promotional spend and user acquisition costs in respect of Lazada and the cost of investments in Trendyol at a time when it is suffering from the economic situation.</p><p>The &#34;ecosystem&#34;<img src=\"https://static.tigerbbs.com/b2fdfe85079b26520b0b049772b90c81\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/></p><p>Prepared by author. Data from company annual reports.</p><p>Whilst Alibaba operates numerous individual platforms, they all combine to create the &#34;Alibaba ecosystem.&#34; At first glance, Alibaba operates a profitable e-commerce business in China which it uses to subsidize a host of other unprofitable ventures. However, it is too simplistic to look at Alibaba in this way.</p><p>Businesses which are currently loss-making, may still contribute positively to the overall strength and profitability of the wider ecosystem. The more services and platforms the company has, the greater the network effects and switching costs become for consumers and merchants.</p><p>Not providing such services could result in a loss of consumers and merchants to competitors, where the long-term impact would be greater than the cost of offering the service at a loss. On the other hand, if any loss-making business is not beneficial to the rest of the ecosystem, we would expect that it ultimately be wound down or disposed of.</p><p>Many of the loss-making businesses were also only acquired or started in recent years and have yet to reach a critical mass. Take the Cloud business, for example. This is a business which requires a lot of investment and has a largely fixed cost base, meaning it needs to reach a certain size to break-even. Any growth beyond that should be rewarded with very high margins.</p><p><img src=\"https://static.tigerbbs.com/04bf0a8cfb2214f758e87dce71528968\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/></p><p>Prepared by author. Data from company annual reports.</p><p>Looking at the Alibaba group as a whole, the theme of strong but slowing growth holds true. Again, it is important to view this in the context of the group growing its top line more than 5 times since 2017 - equivalent to a compound annual growth rate of 32%.</p><p>Since 2017, growth has come at the expense of profitability, with EBITA margins falling from almost 40% to less than 15% in FY22. If this decline in profitability had occurred whilst the operations of the group had remained constant, then we would see it as reason to be concerned. However, the key reason for the declining margins is the company&#39;s expansion which will form the basis for the company&#39;s future growth.</p><p>Whilst some of the decline in margin is structural as a result of expansion into lower margin business such as traditional retail and logistics, we do expect margins to improve as the company continues to grow and its businesses benefit from advantages of scale.</p><p>Any management team which is willing to put long-term success ahead of short-term profitability should be commended. The culture at Alibaba appears to be geared towards this. The legal structure - which essentially gives shareholders zero control over the management of the company - also means management is less likely to be concerned by the short-term demands of the market or shareholders.</p><p>The overall profitability of Alibaba is not solely dependent on its operating businesses. Significant fluctuations in the company&#39;s investment portfolio can also have a significant impact on net income. In both FY20 and FY21, the company recognized gains of over RMB 70 billion, equivalent to more than 90% of the company&#39;s operating income in each of those years. However, in FY22, the value of the company&#39;s listed portfolio declined by over RMB 15 billion - wiping out almost 25% of the company&#39;s operating income.</p><p>The performance of equity method investees - particularly Ant Group - can also materially impact overall profitability. Alibaba&#39;s share of profits from equity investees has improved from a loss of RMB 5 billion in FY20 to a gain of RMB 14 billion in FY22. Performance in FY22 was boosted by gains in investments recognized by Ant Group rather than improvements in the underlying business, meaning future profits may not be so high.</p><p>Overall, adjusted net income - which excludes changes in the value of investments described above, as well as certain one-off or non-cash costs - has been broadly flat in the three years through FY22 in the range of RMB 100 billion to RMB 120 billion.</p><p>Cash flow<img src=\"https://static.tigerbbs.com/65d77c5942124c46a9eacf378c77ef67\" tg-width=\"1200\" tg-height=\"726\" referrerpolicy=\"no-referrer\"/></p><p>Prepared by author. Data from company annual reports.</p><p>Essentially all of the company&#39;s net income translates into free cash which can be used to fund acquisitions or returns to shareholders.</p><p>In the three years through FY22, the company has generated over RMB 400 million in free cash flows. The main use for this cash flow has been acquisitions, with the company investing around 50% of its cumulative free cash flow on new or additional investment in equities, business combinations or non-wholly owned subsidiaries.</p><p>The company does not and has never paid any dividend, but does have a share repurchase program of up to $25 billion (RMB 103 billion). As of 30 June 2022, there is a further $12 billion (RMB 81 billion) still to be completed by 2024, equivalent to around 5% of outstanding shares at the current price.</p><p>The strong cash generation of the business is reflected on its balance sheet, with a net cash position of RMB 378 billion as of 30 June 2022.</p><p><i>Note: TheFCF metric reported by management</i> <i>excludes the acquisition of land use rights and construction in progress relating to office campuses. Whilst these do not relate directly to the revenue-generating segments, they are still a true cash outflow from an investor&#39;s perspective. As such, we have adjusted management&#39;s FCF metric to include these outflows.</i></p><p>Q1 FY23 Trading Update<img src=\"https://static.tigerbbs.com/6159fb931608db1e29590a5bf712b2d3\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/></p><p>Prepared by author. Data from Q1 FY23 trading update.</p><p>On 4 August 2022, the company released their results for the first quarter of FY23. A further slowdown with revenue flat on the same period in the prior, albeit management reported that a slow April and May had been offset but a recovery in June.</p><p>China commerce revenue fell by 1% as GMV fell by a single-digit percentage and order cancellations increased as a result of the Covid-19 resurgence. This was partially offset by modest single digit growth in International commerce, Local consumer services and Cainiao. Cloud was the stand-out performer with revenue up 10% on the prior year. Despite stable revenues, earnings of the operating business were down by almost 20% as EBITA margins fell from 17% to 11%.</p><p><b>Risks</b></p><p>Regulation</p><p>The company operates a number of businesses in which foreign ownership or investment is restricted or prohibited. To ensure the company remains compliant, the businesses which are subject to these restrictions are carved out in separate legal entities which are not owned directly or indirectly by Alibaba, with control and economic benefit provided by way of contracts. Should the law (or interpretation thereof) change, there is a risk that Alibaba could be required to sell or cease operations in some of its businesses in China.</p><p>De-listing</p><p>There is a conflict between what the PCAOB in the US requires of auditors of US-listed companies and what auditors in China are allowed to disclose under Chinese law. Without cooperation on this issue, Alibaba may be prohibited from trading on the NYSE or other U.S. stock exchange by 2024 under current laws.</p><p>SEC investigation</p><p>In early 2016, the SEC initiated an investigation into whether the company has violated any federal securities laws in relation to its accounting practices. The investigation is ongoing and it is unclear what, if any, consequences the company could face.</p><p>Outlook</p><p>Management does not provide any medium-term guidance or targets in respect of the company&#39;s financial performance. However, its growth strategy revolves around the following three key trends.</p><p>Consumption</p><p>Consumption is a key driver of company performance. With the 1 billion active users on its e-commerce platforms in China, the company already has deep penetration of the domestic market. However, there is scope to grow through further penetration of less developed regions and capturing a larger proportion of existing users&#39; spending.</p><p>Digitalization</p><p>Digitalization of the economy, particularly through cloud computing, represents a huge area of new business opportunity. China&#39;s cloud computing industry is still at a nascent stage of development and is forecast to increase by 400% by 2025.</p><p>Globalization</p><p>The company also hopes to capitalize on globalization. The initial focus is on expansion in Southeast Asia, through localized and cross-border offerings. Alibaba is already the largest IaaS service provider in Asia Pacific, and it continues to expand its international cloud infrastructure, with data centers in 27 regions globally, including Singapore, Indonesia, Malaysia, the Philippines and Thailand.</p><p><b>Valuation</b></p><p>Alibaba has two major components to it: its operating businesses (including its subsidiaries, VIEs and equity method investees) and its investment portfolio.</p><p>As of 16 August 2022, the company&#39;s ADRs (equivalent to 8 ordinary shares) trade at around $92, giving a total market capitalization of c.$244 billion (RMB 1,653 billion). Excluding the company&#39;s significant net cash position (including short-term investments) of RMB 453 billion and its investment portfolio with a value of RMB 234 billion, this implies a valuation of RMB 966 billion for the operating business alone.</p><p>Our approach to valuing the operating businesses centers around determining the true underlying earnings power of the business or &#34;owner earnings.&#34; In the case of Alibaba, we will use Non-GAAP net income - which excludes amortization of intangibles, gains/losses in respect of investments and one-off non-recurring items such as fines - as our basis. Owner earnings in FY22 were around RMB 112 billion, equivalent to a price-to-earnings ratio of 9x for the operating businesses.</p><p>Due to the number of operating businesses and the limited information available in respect of each, we have not attempted to value each individually. Rather, we have applied high level assumptions at the group level to consider the implied potential returns under various hypothetical scenarios in reaching a conclusion on the attractiveness of the current valuation.</p><table><tbody><tr><td><b>Assumptions</b></td><td><b>Lower</b></td><td><b>Mid</b></td><td><b>Upper</b></td></tr><tr><td>Net income growth</td><td>5%</td><td>7%</td><td>9%</td></tr><tr><td>Price-to-earnings multiple</td><td>12x</td><td>15x</td><td>18x</td></tr></tbody></table><p>The assumed growth in earnings of 3% at the lower end and 7% at the upper end are low by historical standards, with historical growth in adjusted net income of 18% in the period FY17-FY22. We also assume that the company has to retain and reinvest 75% of its earnings to achieve this modest growth in net earnings, which is high by historical standards and may well be a lot lower in practice. We also make no allowance for any growth in the value of the company&#39;s investment portfolio.</p><p>Even under these scenarios, which we feel provide for a significant margin of safety, the implied 10-year compound annual return ranges from 22% on the lower end to 34% on the higher end - a total return of between 5x and 16x in 10 years.</p><p><b>Conclusion</b></p><p>There are two equally string but conflicting components when it comes to Alibaba as a prospective investment: the strength and prospects of the company&#39;s operating businesses versus the inherent uncertainty of investing in businesses with significant operations in China.</p><p>Where you come out on the balance between those two will ultimately determine whether you see it as an absolute bargain or a complete no-go. As long-term contrarian value investors, we feel the business strengths, discounted value, and prospective returns on offer are too attractive to ignore. For that reason, we consider it a &#34;buy&#34; and have allocated a significant proportion of our portfolio to it at the current price.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba: Fortunes Will Be Made</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: Fortunes Will Be Made\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-22 11:59 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4535761-alibaba-fortunes-will-be-made><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAlibaba is the ecommerce market leader in China and is investing strongly into new markets and territories.With Alibaba’s operating businesses currently trading at around 9 times at a time when...</p>\n\n<a href=\"https://seekingalpha.com/article/4535761-alibaba-fortunes-will-be-made\">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/4535761-alibaba-fortunes-will-be-made","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137992204","content_text":"SummaryAlibaba is the ecommerce market leader in China and is investing strongly into new markets and territories.With Alibaba’s operating businesses currently trading at around 9 times at a time when margins are depressed, 30%+ annual compound returns over the next decade are possible.The decision to invest or not ultimately depends on where investors land on the perceived risks of investing in China.Whilst there are realistic risks, we think they are overblown and that long-term investors will do well by remaining rationally optimistic.At the current price, we rate the stock as a “Buy.” Should the current risks reduce or be resolved, we would consider it a “Strong Buy” at the current level.Our viewAlibaba Group Holding Limited (NYSE:BABA,BABAF) is one of the most controversial companies when it comes to investor opinion. Many believe it is a great business at a bargain price, whilst others believe the risks mean it is untouchable, even at a significant discount.Putting the risks aside for a moment, there is a lot to love about Alibaba:the world's largest global e-commerce platform, bigger than Amazon (AMZN) and JD.com (JD) combined based on GMV;a Cloud computing business in China which is a leader in a market which is expected to grow rapidly in the coming years;a dominant position in China and an increasing presence across Southeast Asia meaning it is well placed to benefit from economic progress in the region; andstrong free cash flow and a solid balance sheet providing ample resources to continue to make strategic acquisitions and/or returns to shareholders.Alibaba's operating businesses currently trade at a multiple of around 9x owner earnings. And this is at a time when the company is in an investment phase, meaning margins are depressed and the true underlying earnings potential is underrepresented. Modest earnings growth combined with recovery in the valuation multiple could provide investors 30%+ annual returns over the next decade.Based on these metrics, it is difficult to disagree that the current price represents an attractive valuation. However, the investment decision ultimately relies on the conclusion investors reach on the likelihood and impact of the various potential risks materializing.When it comes to risks generally, investors can be guilty of ignoring them completely or assuming the worst-case scenario. In the case of Alibaba, we think the latter is true. Whilst there will inevitably be ongoing friction as the US learns to live in a world with a rising China, our view is that the world will ultimately continue to make progress and prosper over the long-term. We believe investors would do well by remaining rationally optimistic.Even if we put our optimistic worldview aside, we feel that some of the risks are overblown. Only 10% of the company's external revenue is generated through the regulated businesses held within the VIE structures, and this will only reduce as the company continues to diversify and expand internationally.As for the potential de-listing from the NYSE, we would hope that agreement can be reached to avert this eventually. However, in absence of cooperation on that issue, the company is pursuing a dual primary listing in Hong Kong which will provide investors with an alternative market in an internationally recognized financial center.Overall, we feel that the strength of its businesses combined with the significantly discounted valuation compensate for the actual severity and likelihood of the risks materializing. We think it is a clear \"Buy\" at the current valuation. Should these risks reduce or a long-term resolution be reached, we see reason to upgrade our rating to \"Strong Buy.\"With that being said, each investor must consider this in the context of their own investment objectives, risk tolerance and psychological resilience. Bargains are never found in times of comfort and stability. As value investors with a long-term horizon and a deeply contrarian nature, we believe will be handsomely rewarded for the long and potentially rocky journey ahead.An overview of AlibabaNote from author: This section provides a description of the major services and businesses which are within the Alibaba ecosystem. For those who are already familiar with the operations of Alibaba, we suggest that you skip to the following section.Alibaba is an e-commerce giant which serves 1.31 billion annual active consumers across the many platforms and businesses in the Alibaba Ecosystem. Total Gross Merchandise Value (\"GMV\") transacted in the Alibaba Ecosystem in FY22 was RMB 8.3 trillion ($1.3 trillion), making it the largest retail commerce business in the world, according to Analysys.Alibaba reports its business across a number of segments: China commerce, International commerce; Local consumer services; Cainiao; Cloud; Digital media and entertainment; and Innovation initiatives and others. We provide an overview of each below.China CommerceAlibaba Annual Report FY22Alibaba's China Commerce segment is primarily Taobao and Tmall. Together, these constitute the world's largest digital retail business in terms of GMV for the twelve months ended 31 March 2022, according to Analysys.TaobaoTaobao is the company's main commerce platform and is both the starting point and destination portal for many users' shopping journey. It allows individuals and small businesses to create online storefronts and product listings for free. Alibaba generates revenue through add-ons sold to sellers, such as analytics and marketing. As well as being a shopping platform itself, it acts as a funnel for other platforms in the Alibaba ecosystem.TmallTmall is the partner of choice for both domestic and International brands. The platform is essentially a virtual mall, allowing brands and retailers to operate their own unique storefronts. The platform has a wide range of brands, with 320,000 brands and merchants on Tmall, including over 80% of the consumer brands ranked in the Forbes Top 100 World's Most Valuable Brands for 2021. It is the largest third-party online and mobile commerce platform for brands and retailers in the world in terms of GMV, according to Analysys. The platform differs from Taobao in that it charges retailers and merchants fees for setting up stores and a share of ongoing GMV, in addition to offering value-add services.OtherThere are a host of other platforms and businesses which cater to various markets. These includeTaobao Deals - like Taoboao, but with a focus on value-for-money products;Taocaicai - a community marketplace that offers consumers next-day pick-up services for a wide range of groceries and fresh goods at neighborhood pick-up points;Tmall Supermarket - offers daily necessities, FMCG and general merchandise through Taobao app with same-or-next-day delivery services;Freshippo - a retail chain for groceries and fresh goods with over 200 stores offering 30-minute delivery to customers living within a three kilometer radius of the store; andSun Art - an online and physical hypermarket.AlimamaThe company monetizes its broad user base and insights into customer behaviors through its Alimama platform. Alimama offers paid marketing services to merchants, retailers and promoters allowing them to advertise across its many platforms. This marketing is not confined to the Alibaba ecosystem, with affiliate programs allowing its users to directly market to consumers on other platforms outside of Alibaba's.In addition to ads within the Alibaba ecosystem, the company offers wider distribution through the Taobao Ad Network and Exchange (\"TANX\"), one of the largest real-time online bidding marketing exchanges in China. TANX helps publishers to monetize their media inventories both on mobile apps and web properties, automating the buying and selling of tens of billions of marketing impressions on a daily basis.1688.comAlibaba's domestic wholesale business, 1688.com, is China's largest integrated domestic wholesale marketplace in 2021 by net revenue, according to Analysys. Wholesalers pay a fixed annual subscription to sell with no additional fees, but can pay for additional premium features such as data analytics and marketing etc. These additional services account for the vast majority of income from wholesaling.International CommerceAlibaba Annual Report FY22LazadaLazada is a leading and fast-growing e-commerce platform in Southeast Asia and serves one of the largest user bases among the global e-commerce platforms. It caters to merchants of all sizes, from individuals to regional and global brands. Lazada also operates one of the leading e-commerce logistics networks in Southeast Asia, with the vast majority of Lazada's parcels going through its own facilities or first- and last-mile fleet.AliExpressAliExpress enables global consumers to buy directly from manufacturers and distributors in China and around the world. It is available in 18 languages and services consumers across many countries including the US and Europe.TrendyolTrendyol is a leading e-commerce platform in Turkey in terms of both GMV and order volume in 2021. It offers a large selection of products through e-commerce business as well as instant delivery services for food and groceries, as well as having its own fulfillment and logistics networks.Alibaba.comAlibaba.com is China's largest integrated international online wholesale marketplace in 2021 by revenue, according to Analysys, serving over 40 million buyers from over 190 countries in FY22. Like its domestic wholesaling counterpart, Alibaba generates the majority of the revenue through this platform for the additional value-add services it offers to merchants.Local Consumer ServicesCompany Annual Report FY22The company's local consumer services business is looking to expand its reach beyond products into consumer services, whether that is at home through its \"To Home\" businesses or on the go through its \"To Destination\" businesses.To HomeEle.me- a leading local services and on-demand delivery platform which enables consumers to order food and beverages, groceries, FMCG, flowers and pharmaceutical products anytime and anywhere.Fengniao Logistics - an on-demand delivery network which provides last-mile logistics services to orders placed through Ele.me as well as to other businesses in the Alibaba ecosystem including Freshippo, Sun Art, and Alibaba Health.Taoxianda - an online-offline integration service solution for FMCG brands and third-party grocery retail partners, facilitates the digitalization of retailers' operations.To-DestinationAmap - a leading provider of mobile digital map navigation and one-stop access point to services such as navigation, local services and ride-hailing. Amap technology underlies a range of apps both inside and outside of the Alibaba ecosystem, and the company provides map data and navigation software to international and domestic automotive companies.Fliggy - a leading online travel platform which provides comprehensive services to meet consumers' travel needs for airline and train tickets, accommodation, car rental, package tours and local attractions.Koubei - a restaurant and local services guide platform for in-store consumption, provides merchants with targeted marketing solutions, digital operation capabilities and analytics tools and allows consumers to discover local services content on the platform.CainiaoCainiao is a domestic and international one-stop shop for logistics services and supply chain management solutions, data insights and technology to digitalize the entire logistics process and enhance the capabilities of its logistics partners.It offers parcel pick-up services through a neighborhood logistics solution that operates a network of neighborhood, campus and rural village stations and residential self pick-up lockers. Consumers can also enjoy parcel pick-up at the doorstep and time-guaranteed delivery service through Cainiao.For merchants, Cainiao has built a full-fledged fulfillment network at provincial, city, and county levels in China, which offers customized fulfillment solutions to merchants across the Alibaba ecosystem. It has a network of assets and partners to support merchants on cross-border and international commerce retail platforms such as AliExpress and Lazada.CloudAlibaba Group is the world's third largest and Asia Pacific's largest Infrastructure-as-a-service (\"IaaS\") provider by revenue in 2021, according to Gartner's April 2022 report. It is also China's largest provider of public cloud services by revenue in 2021, including PaaS and IaaS services, according to IDC.Alibaba CloudAlibaba Cloud offers a complete suite of cloud services, including proprietary servers, elastic computing, storage, network, security, database and big data, and IoT services, serving our ecosystem and beyond. Alibaba Cloud offers computing services in 27 regions globally and served more than 60% of A-share listed companies in China in FY22. As digital transformation accelerates, customers from non-Internet industries have increased their usage of cloud services, with such revenue accounting for half of cloud computing revenue in FY22.DingTalkDingTalk is a digital collaboration workplace and application development platform that offers new ways of working, sharing and collaboration for modern enterprises and organizations and is the largest business efficiency mobile app in China by monthly active users in March 2022, according to QuestMobile.DingTalk provides a comprehensive suite of solutions for enterprise collaboration, including real-time communication, organizational management and various network collaboration tools such as data storage, calendars, workflow management and shared documents. Enterprises can also enjoy convenient access to a broad range of applications, including those offered by third-party service providers, that are seamlessly integrated with DingTalk's platform.Digital Media and EntertainmentCompany Annual Report FY22In line with the continued expansion into areas beyond product consumption, the group is looking to benefit from media consumption through its delivery platforms as well as through the production and distribution of its own and third-party content.The first of these platforms is Youku, the third largest online long-form video platform in China in terms of monthly active users in March 2022, according to QuestMobile. The second is Quark which helps young users gain access to a variety of digital content and information for learning and work purposes.The company also produces, promotes and distributes content through Alibaba Pictures. In 2022, eight movies released by Alibaba Pictures were among the top ten domestic movies in terms of ticket sales. The company also provides ticketing services for live events - concerts, plays, and sporting events - through Damai, and develops and distributes mobile games through Lingxi Games.InnovationIn 2019, Alibaba established the DAMO Academy, a global research program in cutting-edge technologies that aims to integrate and speed up knowledge exchange between science and industry. An example of the innovation is the proprietary L4 self-driving vehicle Xiaomanlv used by Cainiao, which has delivered over 10 million parcels within gated communities and university campuses.Its Tmall Genie product range provides a selection of internet-enabled smart home appliances, including smart speakers, lights and remote controls. The Tmall Genie smart speaker is a leading smart speaker in China in terms of sales units, and provides an interactive interface for our customers to easily access services offered by the company.InvestmentsIn addition to its operating businesses, Alibaba has a portfolio of equity (listed and private) and debt investments with a total value of RMB 239 billion as of 30 June 2022. The company also has a number of investments in which it holds a minority stake (\"equity investees\"). The most significant of these is the group's 33% stake in the Ant Group, the parent company of Alipay which provides substantially all of the payment processing and all of the escrow services on Alibaba marketplaces.Business reviewThe Alibaba GroupPrepared by author. Data from company annual reports.Despite its many operating businesses and international expansion, Alibaba is still predominantly a domestic e-commerce business in China. In FY22, China commerce - which include the company's domestic retail and wholesale businesses - accounted for almost 80% of the group's revenue. The next largest segments are Cloud (8% of revenue) and International Commerce (7% of revenue). We consider the performance of these three key segments below.China CommercePrepared by author. Data from company annual reports.The e-commerce businesses in China continue to grow albeit at a slower rate, with growth slowing from 45% in FY21 to 18% in FY22. The company's main ecommerce platforms in China - Taobao and Tmall - have seen their revenue growth slow to low-single digits in FY22, with the majority of revenue growth now being driven by the growth of the company's direct sales businesses - Tmall Supermarket and SunArt.This expansion into direct sales (i.e. traditional retailing) is unlocking new areas for growth, but at the cost of significantly lower margins. The company has also increased investment in its platforms and increased spending for user growth and on merchant support, further depressing margins.As a result, EBITA margin has declined from 50% in FY20 to around 30% in FY22, offsetting the impact of the growth in revenue. The company expects margins to continue to be affected by this trend as direct sales account for an increasing share of revenue.Please note: The EBITA reported by management excludes share-based compensation expenses. While we understand that it can be a useful metric on this basis, we have adjusted it to include the share-based compensation expense as this is a true cost to the company. Any reference to EBITA throughout this article is on that basis.CloudPrepared by author. Data from company annual reports.The trend of slowing growth is not confined to ecommerce, with the Cloud segment also seeing growth slow to 25% in FY22. The slowing growth was due to the loss of a significant customer as well as slowing demand from customers in China's internet industry.The slowdown in FY22 follows a year where revenue grew by a little over 50% and has grown by 85% since in the past 2 years. In addition, excluding the impact of the customer loss, the underlying business actually grew by 29%.The continued top-line growth is contributing to improving operating margins, albeit the Cloud business remains loss making. If share awards are excluded, however, Cloud has actually grown beyond its break-even point generating an EBITA margin of 2% in FY22. Due to the operational leverage of these types of businesses, further top line growth should start to result in improving margins.International CommercePrepared by author. Data from Company Annual Report.The theme in International commerce is similar. Revenue growth slowed to 25% in FY22, following a strong FY21 which saw revenue grow by 44%. The slowdown has in part been due to various headwinds faced by AliExpress and Trendyol, which have been key growth drivers of growth in recent years.Trendyol has been affected by high inflation in Turkey and the weakened Turkish Lira, whilst AliExpress sales have been affected by the removal of the EU VAT exemption for low value foreign imports. The Russia-Ukraine conflict has also resulted in supply chain and logistics disruptions.The International commerce segment as a whole continues to be loss making, with the profits from the wholesaling business not enough to outweigh the losses from the retail side. The loss actually increased in FY22 due to increased promotional spend and user acquisition costs in respect of Lazada and the cost of investments in Trendyol at a time when it is suffering from the economic situation.The \"ecosystem\"Prepared by author. Data from company annual reports.Whilst Alibaba operates numerous individual platforms, they all combine to create the \"Alibaba ecosystem.\" At first glance, Alibaba operates a profitable e-commerce business in China which it uses to subsidize a host of other unprofitable ventures. However, it is too simplistic to look at Alibaba in this way.Businesses which are currently loss-making, may still contribute positively to the overall strength and profitability of the wider ecosystem. The more services and platforms the company has, the greater the network effects and switching costs become for consumers and merchants.Not providing such services could result in a loss of consumers and merchants to competitors, where the long-term impact would be greater than the cost of offering the service at a loss. On the other hand, if any loss-making business is not beneficial to the rest of the ecosystem, we would expect that it ultimately be wound down or disposed of.Many of the loss-making businesses were also only acquired or started in recent years and have yet to reach a critical mass. Take the Cloud business, for example. This is a business which requires a lot of investment and has a largely fixed cost base, meaning it needs to reach a certain size to break-even. Any growth beyond that should be rewarded with very high margins.Prepared by author. Data from company annual reports.Looking at the Alibaba group as a whole, the theme of strong but slowing growth holds true. Again, it is important to view this in the context of the group growing its top line more than 5 times since 2017 - equivalent to a compound annual growth rate of 32%.Since 2017, growth has come at the expense of profitability, with EBITA margins falling from almost 40% to less than 15% in FY22. If this decline in profitability had occurred whilst the operations of the group had remained constant, then we would see it as reason to be concerned. However, the key reason for the declining margins is the company's expansion which will form the basis for the company's future growth.Whilst some of the decline in margin is structural as a result of expansion into lower margin business such as traditional retail and logistics, we do expect margins to improve as the company continues to grow and its businesses benefit from advantages of scale.Any management team which is willing to put long-term success ahead of short-term profitability should be commended. The culture at Alibaba appears to be geared towards this. The legal structure - which essentially gives shareholders zero control over the management of the company - also means management is less likely to be concerned by the short-term demands of the market or shareholders.The overall profitability of Alibaba is not solely dependent on its operating businesses. Significant fluctuations in the company's investment portfolio can also have a significant impact on net income. In both FY20 and FY21, the company recognized gains of over RMB 70 billion, equivalent to more than 90% of the company's operating income in each of those years. However, in FY22, the value of the company's listed portfolio declined by over RMB 15 billion - wiping out almost 25% of the company's operating income.The performance of equity method investees - particularly Ant Group - can also materially impact overall profitability. Alibaba's share of profits from equity investees has improved from a loss of RMB 5 billion in FY20 to a gain of RMB 14 billion in FY22. Performance in FY22 was boosted by gains in investments recognized by Ant Group rather than improvements in the underlying business, meaning future profits may not be so high.Overall, adjusted net income - which excludes changes in the value of investments described above, as well as certain one-off or non-cash costs - has been broadly flat in the three years through FY22 in the range of RMB 100 billion to RMB 120 billion.Cash flowPrepared by author. Data from company annual reports.Essentially all of the company's net income translates into free cash which can be used to fund acquisitions or returns to shareholders.In the three years through FY22, the company has generated over RMB 400 million in free cash flows. The main use for this cash flow has been acquisitions, with the company investing around 50% of its cumulative free cash flow on new or additional investment in equities, business combinations or non-wholly owned subsidiaries.The company does not and has never paid any dividend, but does have a share repurchase program of up to $25 billion (RMB 103 billion). As of 30 June 2022, there is a further $12 billion (RMB 81 billion) still to be completed by 2024, equivalent to around 5% of outstanding shares at the current price.The strong cash generation of the business is reflected on its balance sheet, with a net cash position of RMB 378 billion as of 30 June 2022.Note: TheFCF metric reported by management excludes the acquisition of land use rights and construction in progress relating to office campuses. Whilst these do not relate directly to the revenue-generating segments, they are still a true cash outflow from an investor's perspective. As such, we have adjusted management's FCF metric to include these outflows.Q1 FY23 Trading UpdatePrepared by author. Data from Q1 FY23 trading update.On 4 August 2022, the company released their results for the first quarter of FY23. A further slowdown with revenue flat on the same period in the prior, albeit management reported that a slow April and May had been offset but a recovery in June.China commerce revenue fell by 1% as GMV fell by a single-digit percentage and order cancellations increased as a result of the Covid-19 resurgence. This was partially offset by modest single digit growth in International commerce, Local consumer services and Cainiao. Cloud was the stand-out performer with revenue up 10% on the prior year. Despite stable revenues, earnings of the operating business were down by almost 20% as EBITA margins fell from 17% to 11%.RisksRegulationThe company operates a number of businesses in which foreign ownership or investment is restricted or prohibited. To ensure the company remains compliant, the businesses which are subject to these restrictions are carved out in separate legal entities which are not owned directly or indirectly by Alibaba, with control and economic benefit provided by way of contracts. Should the law (or interpretation thereof) change, there is a risk that Alibaba could be required to sell or cease operations in some of its businesses in China.De-listingThere is a conflict between what the PCAOB in the US requires of auditors of US-listed companies and what auditors in China are allowed to disclose under Chinese law. Without cooperation on this issue, Alibaba may be prohibited from trading on the NYSE or other U.S. stock exchange by 2024 under current laws.SEC investigationIn early 2016, the SEC initiated an investigation into whether the company has violated any federal securities laws in relation to its accounting practices. The investigation is ongoing and it is unclear what, if any, consequences the company could face.OutlookManagement does not provide any medium-term guidance or targets in respect of the company's financial performance. However, its growth strategy revolves around the following three key trends.ConsumptionConsumption is a key driver of company performance. With the 1 billion active users on its e-commerce platforms in China, the company already has deep penetration of the domestic market. However, there is scope to grow through further penetration of less developed regions and capturing a larger proportion of existing users' spending.DigitalizationDigitalization of the economy, particularly through cloud computing, represents a huge area of new business opportunity. China's cloud computing industry is still at a nascent stage of development and is forecast to increase by 400% by 2025.GlobalizationThe company also hopes to capitalize on globalization. The initial focus is on expansion in Southeast Asia, through localized and cross-border offerings. Alibaba is already the largest IaaS service provider in Asia Pacific, and it continues to expand its international cloud infrastructure, with data centers in 27 regions globally, including Singapore, Indonesia, Malaysia, the Philippines and Thailand.ValuationAlibaba has two major components to it: its operating businesses (including its subsidiaries, VIEs and equity method investees) and its investment portfolio.As of 16 August 2022, the company's ADRs (equivalent to 8 ordinary shares) trade at around $92, giving a total market capitalization of c.$244 billion (RMB 1,653 billion). Excluding the company's significant net cash position (including short-term investments) of RMB 453 billion and its investment portfolio with a value of RMB 234 billion, this implies a valuation of RMB 966 billion for the operating business alone.Our approach to valuing the operating businesses centers around determining the true underlying earnings power of the business or \"owner earnings.\" In the case of Alibaba, we will use Non-GAAP net income - which excludes amortization of intangibles, gains/losses in respect of investments and one-off non-recurring items such as fines - as our basis. Owner earnings in FY22 were around RMB 112 billion, equivalent to a price-to-earnings ratio of 9x for the operating businesses.Due to the number of operating businesses and the limited information available in respect of each, we have not attempted to value each individually. Rather, we have applied high level assumptions at the group level to consider the implied potential returns under various hypothetical scenarios in reaching a conclusion on the attractiveness of the current valuation.AssumptionsLowerMidUpperNet income growth5%7%9%Price-to-earnings multiple12x15x18xThe assumed growth in earnings of 3% at the lower end and 7% at the upper end are low by historical standards, with historical growth in adjusted net income of 18% in the period FY17-FY22. We also assume that the company has to retain and reinvest 75% of its earnings to achieve this modest growth in net earnings, which is high by historical standards and may well be a lot lower in practice. We also make no allowance for any growth in the value of the company's investment portfolio.Even under these scenarios, which we feel provide for a significant margin of safety, the implied 10-year compound annual return ranges from 22% on the lower end to 34% on the higher end - a total return of between 5x and 16x in 10 years.ConclusionThere are two equally string but conflicting components when it comes to Alibaba as a prospective investment: the strength and prospects of the company's operating businesses versus the inherent uncertainty of investing in businesses with significant operations in China.Where you come out on the balance between those two will ultimately determine whether you see it as an absolute bargain or a complete no-go. As long-term contrarian value investors, we feel the business strengths, discounted value, and prospective returns on offer are too attractive to ignore. For that reason, we consider it a \"buy\" and have allocated a significant proportion of our portfolio to it at the current price.","news_type":1},"isVote":1,"tweetType":1,"viewCount":316,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9010342941,"gmtCreate":1648265652633,"gmtModify":1676534324003,"author":{"id":"3580024367177542","authorId":"3580024367177542","name":"ISSEY1413","avatar":"https://static.tigerbbs.com/3aae359514ad4455bfc28cf62f608a5e","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3580024367177542","authorIdStr":"3580024367177542"},"themes":[],"htmlText":"🥭yummy article....","listText":"🥭yummy article....","text":"🥭yummy article....","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9010342941","repostId":"1111363520","repostType":2,"repost":{"id":"1111363520","kind":"news","pubTimestamp":1648252161,"share":"https://ttm.financial/m/news/1111363520?lang=&edition=fundamental","pubTime":"2022-03-26 07:49","market":"us","language":"en","title":"What Are MANGO Stocks? Why MANGO Stocks Could Outperform？","url":"https://stock-news.laohu8.com/highlight/detail?id=1111363520","media":"investorplace","summary":"MANGO stocks, a new term investors are adding to their vocabularies today, are a group of semiconduc","content":"<html><head></head><body><p>MANGO stocks, a new term investors are adding to their vocabularies today, are a group of semiconductor stocks. This new acronym, a riff on the Nasdaq Composite’s top-performing FAANG tech stocks, is generating interest. So what are the MANGO stocks and what else do you need to know?</p><p>Like the fruit, MANGO stocks have provided sweet returns for investors recently. Bank of America analyst Vivek Arya suggests this group of chip stocks — Marvell Technology (NASDAQ:MRVL), Advanced Micro Devices (NASDAQ:AMD), Broadcom (NASDAQ:AVGO), Analog Devices (NASDAQ:ADI), Nvidia (NASDAQ:NVDA), GlobalFoundries (NASDAQ:GFS) and ON Semiconductor (NASDAQ:ON) — could be leaders in the future economy. Notably, this analyst believes that these chip stocks can outperform despite various market concerns right now.</p><p>Finding a group of stocks that is able to weather this current environment is what many investors are after. Indeed, there is an impressive amount of uncertainty weighing on Wall Street right now. Investors are concerned with inflation, interest rate hikes, geopolitical tensions and supply chain bottlenecks.</p><p>The semiconductor sector is exposed to these issues. However, there are reasons why analysts are growing increasingly bullish on these stocks.</p><p>Let’s dive into what investors may want to consider with chip stocks right now.</p><h2>Why MANGO Stocks Could Outperform</h2><p>Despite the impacts of the pandemic and supply chain woes on chip makers, the Bank of America analyst believes there is reason to be bullish on MANGO stocks. This is because demand has been increasing for chips for some time, and the underlying technology is improving. Assuming these tailwinds remain in place, MANGO stocks could be key winners.</p><p>Additionally, Arya sees a few other things to like about chip stocks. Many of the names in the MANGO acronym have ties to the cloud and artificial intelligence. Others are in the electric vehicle space.</p><p>Most investors can wrap their heads around this rather easy-to-understand thesis. While semiconductor stocks have struggled this year, the for this sector remain bright. Thus, MANGO stocks are the new tech grouping investors may want to keep on their radar right now.</p></body></html>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>What Are MANGO Stocks? Why MANGO Stocks Could Outperform？</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\">\nWhat Are MANGO Stocks? Why MANGO Stocks Could Outperform？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-26 07:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/03/what-are-mango-stocks/><strong>investorplace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>MANGO stocks, a new term investors are adding to their vocabularies today, are a group of semiconductor stocks. This new acronym, a riff on the Nasdaq Composite’s top-performing FAANG tech stocks, is ...</p>\n\n<a href=\"https://investorplace.com/2022/03/what-are-mango-stocks/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","ADI":"亚德诺","MRVL":"迈威尔科技","ON":"安森美半导体","AMD":"美国超微公司","AVGO":"博通","GFS":"GLOBALFOUNDRIES Inc."},"source_url":"https://investorplace.com/2022/03/what-are-mango-stocks/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111363520","content_text":"MANGO stocks, a new term investors are adding to their vocabularies today, are a group of semiconductor stocks. This new acronym, a riff on the Nasdaq Composite’s top-performing FAANG tech stocks, is generating interest. So what are the MANGO stocks and what else do you need to know?Like the fruit, MANGO stocks have provided sweet returns for investors recently. Bank of America analyst Vivek Arya suggests this group of chip stocks — Marvell Technology (NASDAQ:MRVL), Advanced Micro Devices (NASDAQ:AMD), Broadcom (NASDAQ:AVGO), Analog Devices (NASDAQ:ADI), Nvidia (NASDAQ:NVDA), GlobalFoundries (NASDAQ:GFS) and ON Semiconductor (NASDAQ:ON) — could be leaders in the future economy. Notably, this analyst believes that these chip stocks can outperform despite various market concerns right now.Finding a group of stocks that is able to weather this current environment is what many investors are after. Indeed, there is an impressive amount of uncertainty weighing on Wall Street right now. Investors are concerned with inflation, interest rate hikes, geopolitical tensions and supply chain bottlenecks.The semiconductor sector is exposed to these issues. However, there are reasons why analysts are growing increasingly bullish on these stocks.Let’s dive into what investors may want to consider with chip stocks right now.Why MANGO Stocks Could OutperformDespite the impacts of the pandemic and supply chain woes on chip makers, the Bank of America analyst believes there is reason to be bullish on MANGO stocks. This is because demand has been increasing for chips for some time, and the underlying technology is improving. Assuming these tailwinds remain in place, MANGO stocks could be key winners.Additionally, Arya sees a few other things to like about chip stocks. Many of the names in the MANGO acronym have ties to the cloud and artificial intelligence. Others are in the electric vehicle space.Most investors can wrap their heads around this rather easy-to-understand thesis. While semiconductor stocks have struggled this year, the for this sector remain bright. Thus, MANGO stocks are the new tech grouping investors may want to keep on their radar right now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":127,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3570648900006145","authorId":"3570648900006145","name":"Jkjustea","avatar":"https://static.tigerbbs.com/13ede8636aa19964235c8150bb8e0592","crmLevel":9,"crmLevelSwitch":1,"idStr":"3570648900006145","authorIdStr":"3570648900006145"},"content":"Take mango put into yr saikang","text":"Take mango put into yr saikang","html":"Take mango put into yr saikang"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9027842381,"gmtCreate":1654013460343,"gmtModify":1676535378803,"author":{"id":"3580024367177542","authorId":"3580024367177542","name":"ISSEY1413","avatar":"https://static.tigerbbs.com/3aae359514ad4455bfc28cf62f608a5e","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3580024367177542","authorIdStr":"3580024367177542"},"themes":[],"htmlText":"[Cool]&nbsp;[Cool]&nbsp;[Cry]&nbsp;","listText":"[Cool]&nbsp;[Cool]&nbsp;[Cry]&nbsp;","text":"[Cool] [Cool] [Cry]","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9027842381","repostId":"1140497392","repostType":4,"repost":{"id":"1140497392","kind":"news","pubTimestamp":1654010102,"share":"https://ttm.financial/m/news/1140497392?lang=&edition=fundamental","pubTime":"2022-05-31 23:15","market":"us","language":"en","title":"7 Undervalued Large-Cap Stocks to Buy for June","url":"https://stock-news.laohu8.com/highlight/detail?id=1140497392","media":"investorplace","summary":"These undervalued large-cap stocks are trading at attractive valuations.Pfizer(PFE): More than just ","content":"<html><head></head><body><ul><li>These undervalued large-cap stocks are trading at attractive valuations.</li><li><b>Pfizer</b>(<b><u>PFE</u></b>): More than just a Covid-19 play.</li><li><b>Equinor</b>(<b><u>EQNR</u></b>): The transition to renewable energy looks mighty impressive.</li><li><b>Altria Group</b> (<b><u>MO</u></b>): Features inflation-resistant businesses with stellar margins.</li><li><b>Lockheed Martin</b>(<b><u>LMT</u></b>): The dividend aristocrat has an incredible long-term growth runway.</li><li><b>PayPal</b>(<b><u>PYPL</u></b>): The market has been remarkably unfair to this fintech giant.</li><li><b>Freeport-McMoRan</b>(<b><u>FCX</u></b>): A mining giant with top tier fundamentals and a robust outlook ahead.</li><li><b>Roku</b>(<b><u>ROKU</u></b>): Arguably the pick of the streaming stocks at this time.</li></ul><p><img src=\"https://static.tigerbbs.com/8980daace3dcfd143ca1a06934af0775\" tg-width=\"768\" tg-height=\"432\" referrerpolicy=\"no-referrer\"/></p><p>Source: bangoland / Shutterstock</p><p>The stock market is in turmoil as investors seek the best undervalued large-cap stocks.</p><p>The U.S. facing its highest inflationary pressure in roughly four decades. Moreover, the escalation of geopolitical tensions hasn’t helped either, leading to immense economic uncertainty. In controlling the rampant inflation rates, the Federal Reserve has hiked interest rates on multiple occasions this year.</p><p>Investors have rotated out of the riskier investments, negatively impacting equities. However, the savvier investors will look to scoop up stocks trading at frothy valuations but offer a solid long-term bull case.</p><p>Large-cap stocks offer investors the ability to generate healthy returns over the long term. Moreover, these stocks usually boast strong underlying businesses which have stood the test of time.</p><p>Naturally, these stocks are pricey, and investors are always looking for a buy-the-dip opportunity to invest in them for the long haul. The current market environment presents multiple undervalued large-cap stocks that offer fantastic upside potential.</p><table><tbody><tr><td><b>Ticker</b></td><td><b>Company</b></td><td><b>Current Price</b></td></tr><tr><td><b><u>PFE</u></b></td><td>Pfizer Inc.</td><td>$53.91</td></tr><tr><td><b><u>EQNR</u></b></td><td>Equinor ASA</td><td>$37.66</td></tr><tr><td><b><u>MO</u></b></td><td>Altria Group, Inc.</td><td>$54.43</td></tr><tr><td><b><u>LMT</u></b></td><td>Lockheed Martin Corporation</td><td>$450.56</td></tr><tr><td><b><u>PYPL</u></b></td><td>PayPal Holdings, Inc.</td><td>$85.21</td></tr><tr><td><b><u>FCX</u></b></td><td>Freeport-McMoRan Inc.</td><td>$39.65</td></tr><tr><td><b><u>ROKU</u></b></td><td>Roku, Inc.</td><td>$96.47</td></tr></tbody></table><h2><b>Undervalued Large-Cap Stocks: Pfizer</b>(<b>PFE</b>)<img src=\"https://static.tigerbbs.com/24582c18e5505b72fa27f4466b6dc4db\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/></h2><p><b>Pfizer’s</b>(NYSE:<b><u>PFE</u></b>) world has been dominated by the coronavirus over the past couple of years. It raked in billions of dollars from its Covid-19 vaccine sales and expects it to account for roughly 32% of sales this year.</p><p>Investors feel a substantial drop in sales is coming with the pandemic fade and feel skeptical of PFE stock at this time. Consequently, the stock trades at 2.9x forward sales, significantly below the sector average.</p><p>Pfizer operates an exemplary business with one of the leanest balance sheets in the sector. It pays an attractive dividend yield exceeding 2.5%, comfortably ahead of its peers. Though Covid-19 has played an immense role in its success of late, Pfizer has a lot more depth in its pipeline than people give it credit for. It has almost 90 programs in its pipeline, many of which are in phase 3 trials. Moreover, with experts likening the virus to an endemic, its Covid-19 business isn’t going away any time soon.</p><h2><b>Equinor</b>(<b>EQNR</b>)<img src=\"https://static.tigerbbs.com/94869d71fe8518867cc17141f5a0e3b4\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/></h2><p><b>Equinor</b> (NYSE:<b><u>EQNR</u></b>) is an oil and gas giant with an incredible turnaround story. In 2016, its management implemented reforms to align its interests with shareholders better. Fast-forward to 2021, its revenues and net income have grown by a whopping 97.6% and 196%, respectively. Moreover, it’s on a path toward transforming itself into one of the leading renewable energy titans.</p><p>Equinor is looking to build an offshore wind business in the U.S. and the European region, which it expects to grow exponentially over the next decade. It estimates the businesscould be a $1 trillion opportunityby 2040. However, the market seems to be ignoring its long-term growth runway, pricing it highly conservatively at this time.</p><h2><b>Altria</b> Group (<b>MO</b>)<img src=\"https://static.tigerbbs.com/ffc65f2d6007b2ccd301797d7574d001\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/></h2><p>Cigarette market<b>Altria Group</b> (NYSE:<b><u>MO</u></b>) is showing investors why it’s unfazed by the inflationary pressures across the globe. It recently released its first-quarter results, which showed the resilience of its tobacco and nicotine business. Though volumes dropped from the prior-year period, operating income for its smokeable products business grew a spectacular7.9% on a year-over-year basis to $2.56 billion.</p><p>The company margins have held up remarkably well due to the inelasticity of its products that create a steady income stream from repeat customers. Moreover, Altria requires minimum material inputs compared to the size of its massive business. Additionally, with the addictiveness of its products, it has been shown to raise prices, counteracting any drop in volumes consistently.</p><h2><b>Undervalued Large-Cap Stocks:Lockheed Martin</b>(<b>LMT</b>)<img src=\"https://static.tigerbbs.com/7cfd2e631c6e1f751377f8f3a796fd3c\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/></h2><p><b>Lockheed Martin</b> (NYSE:<b><u>LMT</u></b>) is one of the leading defense contractors in the world. LMT stock has been gaining on the back of the Russian intervention in Ukraine, which many believe could lead to a windfall in revenues for the business. Though we are likely to see an uptick in defense spending in Europe and the U.S., such deals take plenty of time to materialize before impacting the top line.</p><p>In the meantime, investors would want to look at the company’s growing backlog and dividend along with recently inked deals. The firm recently signed multi-million dollar agreements with the Naval Air System and a modification contract with the U.S. Army.</p><p>Furthermore, Lockheed’s dividend payouts have been growing remarkably, over 9% annually in the past five years. The dividend yield is over 2.5%, with a payout ratio of roughly 40%. Nevertheless, the stock still has plenty of upside, currently trading 8% lower than average estimates.</p><h2><b>PayPal</b> Holdings (<b>PYPL</b>)<img src=\"https://static.tigerbbs.com/d31459f9b0c14e33810dd1f29612c85a\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/></h2><p>The market has been remarkably irrational towards fintech giant<b>PayPal</b> (NASDAQ:<b><u>PYPL</u></b>). Its stock has shed a truckload of value, dropping over 60% alone in the past six months. PYPL stock trades below $100 per share, and long-term investors should ignore the noise and load up on it.</p><p>In addition to the macro-economic headwinds, PYPL stock has also struggled due to its sub-par guidance for the year. It expects challenges pertaining to the replacement of<b>eBay</b>(NASDAQ:<b><u>EBAY</u></b>), which should cost $600 million in sales this year. Nevertheless, the management still expectstop-line growth of 15% to 17%in 2022, which is exceptional given its size. Moreover, it expects gross payment volumes to increase by 20% to $1.5 trillion. Hence, most of the concerns with PayPal are overblown.</p><h2><b>Freeport-McMoRan</b>(<b>FCX</b>)<img src=\"https://static.tigerbbs.com/038aab5b4c45c50ba24969d4971bfcb1\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/></h2><p>Copper and gold mining giant<b>Freeport-McMoRan</b> (NYSE:<b><u>FCX</u></b>) has been an impressive performer, generating double-digit revenue and earnings growth over the past several years. Investors are upbeat over higher copper demand expectations in the future due to the higher underlying industrial demand and its increased use toward the electrification of the economy. The company’s significant assets in the U.S. and Indonesia position it in an incredibly advantageous position.</p><p>Revenues in itsfirst quarter came in at $6.6 billion, representing a 36.1% growth from the prior-year period. Moreover, its free cash flows for the quarter were at $1 billion, equating to an almost 7% FCF yield. Its stock has sold off late due to its management pointing towards reductions in sales volume and cost pressures in 2022 and 2023. However, these problems are transitory and shouldn’t affect the company’s long-term case.</p><h2><b>Undervalued Large-Cap Stocks:Roku</b>(<b>ROKU</b>)<img src=\"https://static.tigerbbs.com/6a50aa190ba3e960e70280a9d711a7be\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/></h2><p><b>Roku</b> (NASDAQ:<b><u>ROKU</u></b>)  is a juggernaut in the TV streaming industry, holding an estimated 30% market share in the sector. Its product offerings effectively connect the TV ecosystem globally, and the company’s brand-neutral platform has enabled it to command a dominant share in the space.</p><p>The pandemic tailwinds helped Roku notched up some spectacular quarterly performances, which investors fear are likely to fade away soon. However, its first-quarter results have shown that investors are underestimating the growth potential of streaming play.</p><p>In its first quarter, it addedan astonishing 1.1 million new accounts, a 14% bump on a year-over-year basis. Streaming hours came in at 20.9 billion, up 14% from last year’s same quarter. Moreover, average revenue per user (ARPU) shot up 34% on a year-over-year basis to $42.91. Research estimates that the worldwide video streaming marketwill grow at a CAGR of almost 20%through 2029. Hence, Roku and other streaming companies have plenty of yardage to acquire in the burgeoning sector.</p></body></html>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>7 Undervalued Large-Cap Stocks to Buy for June</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n7 Undervalued Large-Cap Stocks to Buy for June\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-31 23:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/05/7-undervalued-large-cap-stocks-to-buy-for-june/><strong>investorplace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>These undervalued large-cap stocks are trading at attractive valuations.Pfizer(PFE): More than just a Covid-19 play.Equinor(EQNR): The transition to renewable energy looks mighty impressive.Altria ...</p>\n\n<a href=\"https://investorplace.com/2022/05/7-undervalued-large-cap-stocks-to-buy-for-june/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PFE":"辉瑞","FCX":"麦克莫兰铜金","MO":"奥驰亚","LMT":"洛克希德马丁","PYPL":"PayPal","ROKU":"Roku Inc","EQNR":"Equinor ASA"},"source_url":"https://investorplace.com/2022/05/7-undervalued-large-cap-stocks-to-buy-for-june/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140497392","content_text":"These undervalued large-cap stocks are trading at attractive valuations.Pfizer(PFE): More than just a Covid-19 play.Equinor(EQNR): The transition to renewable energy looks mighty impressive.Altria Group (MO): Features inflation-resistant businesses with stellar margins.Lockheed Martin(LMT): The dividend aristocrat has an incredible long-term growth runway.PayPal(PYPL): The market has been remarkably unfair to this fintech giant.Freeport-McMoRan(FCX): A mining giant with top tier fundamentals and a robust outlook ahead.Roku(ROKU): Arguably the pick of the streaming stocks at this time.Source: bangoland / ShutterstockThe stock market is in turmoil as investors seek the best undervalued large-cap stocks.The U.S. facing its highest inflationary pressure in roughly four decades. Moreover, the escalation of geopolitical tensions hasn’t helped either, leading to immense economic uncertainty. In controlling the rampant inflation rates, the Federal Reserve has hiked interest rates on multiple occasions this year.Investors have rotated out of the riskier investments, negatively impacting equities. However, the savvier investors will look to scoop up stocks trading at frothy valuations but offer a solid long-term bull case.Large-cap stocks offer investors the ability to generate healthy returns over the long term. Moreover, these stocks usually boast strong underlying businesses which have stood the test of time.Naturally, these stocks are pricey, and investors are always looking for a buy-the-dip opportunity to invest in them for the long haul. The current market environment presents multiple undervalued large-cap stocks that offer fantastic upside potential.TickerCompanyCurrent PricePFEPfizer Inc.$53.91EQNREquinor ASA$37.66MOAltria Group, Inc.$54.43LMTLockheed Martin Corporation$450.56PYPLPayPal Holdings, Inc.$85.21FCXFreeport-McMoRan Inc.$39.65ROKURoku, Inc.$96.47Undervalued Large-Cap Stocks: Pfizer(PFE)Pfizer’s(NYSE:PFE) world has been dominated by the coronavirus over the past couple of years. It raked in billions of dollars from its Covid-19 vaccine sales and expects it to account for roughly 32% of sales this year.Investors feel a substantial drop in sales is coming with the pandemic fade and feel skeptical of PFE stock at this time. Consequently, the stock trades at 2.9x forward sales, significantly below the sector average.Pfizer operates an exemplary business with one of the leanest balance sheets in the sector. It pays an attractive dividend yield exceeding 2.5%, comfortably ahead of its peers. Though Covid-19 has played an immense role in its success of late, Pfizer has a lot more depth in its pipeline than people give it credit for. It has almost 90 programs in its pipeline, many of which are in phase 3 trials. Moreover, with experts likening the virus to an endemic, its Covid-19 business isn’t going away any time soon.Equinor(EQNR)Equinor (NYSE:EQNR) is an oil and gas giant with an incredible turnaround story. In 2016, its management implemented reforms to align its interests with shareholders better. Fast-forward to 2021, its revenues and net income have grown by a whopping 97.6% and 196%, respectively. Moreover, it’s on a path toward transforming itself into one of the leading renewable energy titans.Equinor is looking to build an offshore wind business in the U.S. and the European region, which it expects to grow exponentially over the next decade. It estimates the businesscould be a $1 trillion opportunityby 2040. However, the market seems to be ignoring its long-term growth runway, pricing it highly conservatively at this time.Altria Group (MO)Cigarette marketAltria Group (NYSE:MO) is showing investors why it’s unfazed by the inflationary pressures across the globe. It recently released its first-quarter results, which showed the resilience of its tobacco and nicotine business. Though volumes dropped from the prior-year period, operating income for its smokeable products business grew a spectacular7.9% on a year-over-year basis to $2.56 billion.The company margins have held up remarkably well due to the inelasticity of its products that create a steady income stream from repeat customers. Moreover, Altria requires minimum material inputs compared to the size of its massive business. Additionally, with the addictiveness of its products, it has been shown to raise prices, counteracting any drop in volumes consistently.Undervalued Large-Cap Stocks:Lockheed Martin(LMT)Lockheed Martin (NYSE:LMT) is one of the leading defense contractors in the world. LMT stock has been gaining on the back of the Russian intervention in Ukraine, which many believe could lead to a windfall in revenues for the business. Though we are likely to see an uptick in defense spending in Europe and the U.S., such deals take plenty of time to materialize before impacting the top line.In the meantime, investors would want to look at the company’s growing backlog and dividend along with recently inked deals. The firm recently signed multi-million dollar agreements with the Naval Air System and a modification contract with the U.S. Army.Furthermore, Lockheed’s dividend payouts have been growing remarkably, over 9% annually in the past five years. The dividend yield is over 2.5%, with a payout ratio of roughly 40%. Nevertheless, the stock still has plenty of upside, currently trading 8% lower than average estimates.PayPal Holdings (PYPL)The market has been remarkably irrational towards fintech giantPayPal (NASDAQ:PYPL). Its stock has shed a truckload of value, dropping over 60% alone in the past six months. PYPL stock trades below $100 per share, and long-term investors should ignore the noise and load up on it.In addition to the macro-economic headwinds, PYPL stock has also struggled due to its sub-par guidance for the year. It expects challenges pertaining to the replacement ofeBay(NASDAQ:EBAY), which should cost $600 million in sales this year. Nevertheless, the management still expectstop-line growth of 15% to 17%in 2022, which is exceptional given its size. Moreover, it expects gross payment volumes to increase by 20% to $1.5 trillion. Hence, most of the concerns with PayPal are overblown.Freeport-McMoRan(FCX)Copper and gold mining giantFreeport-McMoRan (NYSE:FCX) has been an impressive performer, generating double-digit revenue and earnings growth over the past several years. Investors are upbeat over higher copper demand expectations in the future due to the higher underlying industrial demand and its increased use toward the electrification of the economy. The company’s significant assets in the U.S. and Indonesia position it in an incredibly advantageous position.Revenues in itsfirst quarter came in at $6.6 billion, representing a 36.1% growth from the prior-year period. Moreover, its free cash flows for the quarter were at $1 billion, equating to an almost 7% FCF yield. Its stock has sold off late due to its management pointing towards reductions in sales volume and cost pressures in 2022 and 2023. However, these problems are transitory and shouldn’t affect the company’s long-term case.Undervalued Large-Cap Stocks:Roku(ROKU)Roku (NASDAQ:ROKU)  is a juggernaut in the TV streaming industry, holding an estimated 30% market share in the sector. Its product offerings effectively connect the TV ecosystem globally, and the company’s brand-neutral platform has enabled it to command a dominant share in the space.The pandemic tailwinds helped Roku notched up some spectacular quarterly performances, which investors fear are likely to fade away soon. However, its first-quarter results have shown that investors are underestimating the growth potential of streaming play.In its first quarter, it addedan astonishing 1.1 million new accounts, a 14% bump on a year-over-year basis. Streaming hours came in at 20.9 billion, up 14% from last year’s same quarter. Moreover, average revenue per user (ARPU) shot up 34% on a year-over-year basis to $42.91. Research estimates that the worldwide video streaming marketwill grow at a CAGR of almost 20%through 2029. Hence, Roku and other streaming companies have plenty of yardage to acquire in the burgeoning sector.","news_type":1},"isVote":1,"tweetType":1,"viewCount":266,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3580024367177542","authorId":"3580024367177542","name":"ISSEY1413","avatar":"https://static.tigerbbs.com/3aae359514ad4455bfc28cf62f608a5e","crmLevel":7,"crmLevelSwitch":1,"idStr":"3580024367177542","authorIdStr":"3580024367177542"},"content":"[Grin] [Speechless] [Grin]","text":"[Grin] [Speechless] [Grin]","html":"[Grin] [Speechless] [Grin]"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9968688169,"gmtCreate":1669209746952,"gmtModify":1676538167577,"author":{"id":"3580024367177542","authorId":"3580024367177542","name":"ISSEY1413","avatar":"https://static.tigerbbs.com/3aae359514ad4455bfc28cf62f608a5e","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3580024367177542","authorIdStr":"3580024367177542"},"themes":[],"htmlText":"[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;","listText":"[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;","text":"[Miser] [Miser] [Miser]","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":6,"commentSize":18,"repostSize":0,"link":"https://ttm.financial/post/9968688169","repostId":"1146860364","repostType":4,"repost":{"id":"1146860364","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1669190411,"share":"https://ttm.financial/m/news/1146860364?lang=&edition=fundamental","pubTime":"2022-11-23 16:00","market":"us","language":"en","title":"UP Fintech Posts US$55.41 Million for 2022 Q3 Revenue","url":"https://stock-news.laohu8.com/highlight/detail?id=1146860364","media":"Tiger Newspress","summary":"About one-fifth of new customers with deposits are from Australia and New Zealand, indicating growin","content":"<html><head></head><body><ul><li>About one-fifth of new customers with deposits are from Australia and New Zealand, indicating growing local recognition</li></ul><ul><li>Average net deposit of newly acquired clients surpasses US$11,000 in Singapore, a sign of deepening trust</li></ul><p><a href=\"https://ttm.financial/RN?name=RNLive&amp;rndata=%7B%22liveId%22:%2216690156664297%22,%22type%22:0%7D\" target=\"_blank\">Live: Tiger Brokers Q3 2022 Earnings Conference Call</a></p><p><b>Singapore and New York, November 23, 2022 — UP Fintech Holding Limited</b> (&#34;UP Fintech&#34; or the &#34;Company&#34;, Nasdaq: TIGR, and all its subsidiaries and consolidated entities), an online brokerage with a focus on redefining global investing with technologies for the next generation, announced its unaudited financial results for the three months ended September 30, 2022.</p><p>During the period, the company&#39;s revenue reached US$55.41 million, with the net income attributable to UP Fintech turning positive to US$3.34 million, and non-GAAP net income reaching US$6.63 million, up 91.3% quarter-over-quarter.</p><p>During the third quarter, the number of new customer accounts increased by 35,400, totaling 1.97 million globally, up 11.5% from the same quarter last year. The number of new customers with deposits rose by 22,700 to 754,100, up 23.2% from the same period last year.</p><p>The total trading volume from customers stood at US$78.2 billion on the company&#39;s platform, of which US$23.5 billion was on share trading, and 7.7 million options and futures contracts were made. Net asset inflow from customers exceeded US$700 million during the third quarter, and the company retained 98% of its customers with assets during the period.</p><p>Wu Tianhua, CEO and founder of UP Fintech, said, &#34;In the third quarter, the company witnessed steady sequential growth in key indicators. Our interest-related income was up by almost 70% quarter-over-quarter amid the Federal Reserve&#39;s interest rates hikes. While thanks to further improved operational efficiency, our non-GAAP net income nearly doubled, all the more showing our resilience to global macroeconomic uncertainties. Among our global markets, in Australia and New Zealand, the public recognition of our services rose significantly, with the number of new funded clients accounting for 19% of the total worldwide.&#34;</p><p>&#34;In this quarter, we brought to global investors a fractional share feature in our flagship app Tiger Trade, offering clients with limited deposits access to premium stocks at high prices, and expanding our potential user base. Nearly all US cash equity tradings were self-cleared by our proprietary infrastructure, boosting the overall clearing efficiency and lowering the costs,&#34; Wu Tianhua added.</p><p>Wu Tianhua also revealed, &#34;Looking ahead, in the fourth quarter, we will land our services in Hong Kong, where we are committed to providing investors in this global financial center with the best possible products and services. In addition, we are dedicated to allocating our global resources effectively to serve our worldwide client base well.&#34;</p><p><b>In Singapore, average net deposit of newly acquired clients up for the second consecutive quarter</b></p><p>UP Fintech&#39;s market position in Singapore continued to consolidate with consensual trust from high-worth customers. The average net deposit of newly acquired clients has grown for the second consecutive quarter, passing the US$11,000 threshold in the third quarter, while overtaking the US$9,000 one in the previous quarter.</p><p>In terms of the products we offer, the company upgraded all Singapore-registered accounts by merging share and fund trading operations, enabling the deposit in customers&#39; margin accounts for US stocks to be directed for fund trading to alleviate their liquidity restraint.</p><p>During the period, the company&#39;s cash management services in Singapore were strategically elevated to become Tiger Vault, where customers&#39; in-account deposits can be directly for shares, options, and fund trading, as well as for IPO subscriptions, a move that facilitates the asset management flow. The brand-new Tiger Vault has received positive feedback in Singapore, where the asset under management (AUM) in total was up 120.1% quarter-over-quarter, and the number of users increased by 61.3% quarter-over-quarter. These numbers underscore the diversification we strive to offer to clients against heightened volatility.</p><p>During the third quarter, by spearheading product and technological innovations, UP Fintech bagged the &#34;Fintech - Brokerage&#34; award at the SBR Technology Excellence Awards 2022 from the Singapore Business Review. In the city state&#39;s &#34;Best Customer Service 2022/23&#34; survey conducted jointly by The Straits Times and research firm Statista, the company&#39;s excellent customer service was recognized in the trading and brokerage services sub-category, under Real Estate and Banking. As of now, in Singapore, the company keeps 21.5 hours of customer care services on a daily basis, through a combination of channels including hotline, e-mail, social media platforms, and in-app chat. The company also received &#34;Investor&#39;s Choice Awards 2022: Best Retail Broker&#34; from the Securities Investors Association (Singapore).</p><p>In Southeast Asia, the company announced its Official Sponsor status for the ongoing AFF Mitsubishi Electric Cup 2022, the region&#39;s biennial football tournament contested by 10 national &#34;A&#34; teams, a move that seeks to highlight the company&#39;s continued commitment to becoming a global local company and letting everyone in the world enjoy efficient and smart investing.</p><p><b>Nearly 20% of global new customers with deposits from Australia and New Zealand</b></p><p>In Australia and New Zealand, the company continued to gain momentum. In the reporting period, client acquisition sped up, with nearly 20% of all global new funded customers from the two markets. In-app feature-wise, PayID was accepted to deposit Tiger accounts in Australia in an offering to shorten the processing time. The new feature allows customers to enjoy real-time deposits all year round.</p><p>During the two quarters since the company&#39;s entry into Australia, its flagship Tiger Trade app has been trusted by more local customers. In the third quarter, the company captured the winner position in three categories including &#34;Best for Australian investors&#34;, &#34;People&#39;s choice&#34;, and &#34;Best for ETFs&#34;, from the well-known investing media outlet WeMoney.</p><p><b>Global expansion never ceases</b></p><p>The company is also ready to announce its expansion into Hong Kong starting in December, bringing the best possible smart global investing experience to investors in this global financial center. UP Fintech&#39;s subsidiary in Hong Kong holds Type I, II, IV and V licenses from the Securities and Futures Commission, qualifying the company to deal in and advise on securities and futures contracts. In total, the company holds 11 licenses and qualifications in Hong Kong.</p><p><b>US fractional share trading function lowers investing threshold</b></p><p><b>Self-developed infrastructure bears fruit</b></p><p>In the third quarter, the company&#39;s gross commission income stood at US$24.5 million, along with the interest-related income up 68.8% quarter-over-quarter to US$26.9 million.</p><p>As the company&#39;s global expansion goes deep, we remain zoomed in on investing in research and development. During the period, nearly all US cash equity tradings were self-cleared.</p><p>During the reporting period, UP Fintech launched US fractional share trading, a new feature that now supports all S&amp;P 500 stocks, removes the 1 share minimum trading unit, and lowers the trading starting point to as little as US$5. While beginner-friendly, fractional share trading&#39;s low threshold also offers an engaging global investing experience to more investors by diversifying their portfolios in a more flexible way.</p><p>In the meantime, mobile app features such as options combination analysis tools, most sought-after industries, and lists of ETFs for major markets were put on live. Among new PC/desktop features, time-weighted average price (TWAP) and volume-weighted average price (VWAP) orders were presented. With attached order and conditional order functions available, investors are able to analyze and grasp the investing trends in a timely manner.</p><p>During the period, the demand for wealth management services continued to grow steadily. The number of customers increased by 37.7% quarter-over-quarter, and the asset under management (AUM) was up by 50.8% quarter-over-quarter. The number of Fund Mall users increased by 35% quarter-over-quarter, and AUM was up by 72.7% quarter-over-quarter. Cash management products saw the number of users up by 40.2% quarter-over-quarter, and AUM up by 35.8% quarter-over-quarter.</p><p>On the investor education side, UP Fintech relentlessly promoted financial knowledge in a move to help investors adjust themselves to the volatile investing environment. During the period, the company broadcast 112 live sessions, covering a wide range of content from diving into companies&#39; earnings results, to deep analysis of various industries and companies. Over 40% of the content was specially tailored for global investors in different markets.</p><p>As of September 30, in Singapore, UP Fintech held a series of joint live broadcasts online with the Singapore Exchange, and was participated by analysts from institutions such as Standard Chartered Bank and Société Générale for their market insights. These live sessions, which have become the platform&#39;s signature content, were widely accoladed by investors. In Australia, industry analysis covering the most sought-after industries including mining, pharmaceuticals, and technology was well received, helping more local investors make better informed financial decisions, and boosting the content penetration rate to 50%.</p><p><b>Investment banking services take the lead in US IPO underwriting</b></p><p><b>ESOP business spins off with strategic investors involved</b></p><p>During the reporting period, other revenues, including investment banking and employee stock ownership plan (ESOP), reached US$4 million. The company participated in 12 Hong Kong and US IPOs, served as an underwriter in 11 of these listings, and was the lead bank in 2 US IPOs.</p><p>In the first three quarters of this year, third-party data shows that UP Fintech ranked third among all global brokerages, with 18 US IPO underwriting, and fourth by the offering size. In terms of special purpose acquisition company (SPAC) underwriting, the company ranked second globally by the offering scale of projects underwritten.</p><p>The company also honed its research capabilities by issuing 19 research reports on various sectors including e-commerce, internet, entertainment, auto-making, and cryptocurrency, indicating its in-depth analysis expertise.</p><p>UP Fintech signed 29 ESOP clients during the period, with the number of total clients added up to 393, a year-over-year increase of 50%. The primary market also resonated with the ESOP business&#39;s stellar prospects. During the quarter, strategic investors were involved in completing ESOP&#39;s angel round financing. The business is scheduled to spin off under the new brand &#34;UponeShare&#34; in the fourth quarter, with a vision of promoting digital transformation in equity management.</p><p>In this quarter, dozens of companies including Tim Hortons, Leapmotor, AIM Vaccine, and Jenscare became part of the Tiger Community, and opened enterprise accounts.</p><p>On the corporate social responsibility front, the company collaborated with WWF-Singapore on International Tiger Day to raise awareness about wildlife conservation.</p><p><b>About UP Fintech</b></p><p>UP Fintech Holding Limited (Nasdaq: TIGR), also known as Tiger Brokers, is a leading online brokerage with a focus on redefining global investing with technology for the next generation.</p><p>Founded in 2014, we relentlessly offer a superior user experience in pursuit of becoming a world-leading online brokerage, to let everyone enjoy efficient and smart investing. Currently, we offer a multitude of quality financial products and services across brokerage, employee stock ownership plan (ESOP) management, investment banking, wealth management, investor community, and investor education.</p><p>We strive to elevate financial technology R&amp;D to a new level. While we inherit the best traditions from the financial sector and blend them with the best minds of tech experts, we develop our own technology infrastructure—an aggregation that enables multi-currency trading of various products across markets, guaranteeing our reliable, secure, and scalable services are accessible to all with low latency.</p><p>In March 2019, UP Fintech was listed on Nasdaq under the ticker TIGR. As of now, we serve over 9 million users and about 2 million account holders worldwide on our flagship platform &#34;Tiger Trade&#34;, own 63 licenses and qualifications in different markets, and have over 1,000 employees on the team in Singapore, New Zealand, the US, Hong Kong Australia, and China.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>UP Fintech Posts US$55.41 Million for 2022 Q3 Revenue</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\">\nUP Fintech Posts US$55.41 Million for 2022 Q3 Revenue\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-11-23 16:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul><li>About one-fifth of new customers with deposits are from Australia and New Zealand, indicating growing local recognition</li></ul><ul><li>Average net deposit of newly acquired clients surpasses US$11,000 in Singapore, a sign of deepening trust</li></ul><p><a href=\"https://ttm.financial/RN?name=RNLive&amp;rndata=%7B%22liveId%22:%2216690156664297%22,%22type%22:0%7D\" target=\"_blank\">Live: Tiger Brokers Q3 2022 Earnings Conference Call</a></p><p><b>Singapore and New York, November 23, 2022 — UP Fintech Holding Limited</b> (&#34;UP Fintech&#34; or the &#34;Company&#34;, Nasdaq: TIGR, and all its subsidiaries and consolidated entities), an online brokerage with a focus on redefining global investing with technologies for the next generation, announced its unaudited financial results for the three months ended September 30, 2022.</p><p>During the period, the company&#39;s revenue reached US$55.41 million, with the net income attributable to UP Fintech turning positive to US$3.34 million, and non-GAAP net income reaching US$6.63 million, up 91.3% quarter-over-quarter.</p><p>During the third quarter, the number of new customer accounts increased by 35,400, totaling 1.97 million globally, up 11.5% from the same quarter last year. The number of new customers with deposits rose by 22,700 to 754,100, up 23.2% from the same period last year.</p><p>The total trading volume from customers stood at US$78.2 billion on the company&#39;s platform, of which US$23.5 billion was on share trading, and 7.7 million options and futures contracts were made. Net asset inflow from customers exceeded US$700 million during the third quarter, and the company retained 98% of its customers with assets during the period.</p><p>Wu Tianhua, CEO and founder of UP Fintech, said, &#34;In the third quarter, the company witnessed steady sequential growth in key indicators. Our interest-related income was up by almost 70% quarter-over-quarter amid the Federal Reserve&#39;s interest rates hikes. While thanks to further improved operational efficiency, our non-GAAP net income nearly doubled, all the more showing our resilience to global macroeconomic uncertainties. Among our global markets, in Australia and New Zealand, the public recognition of our services rose significantly, with the number of new funded clients accounting for 19% of the total worldwide.&#34;</p><p>&#34;In this quarter, we brought to global investors a fractional share feature in our flagship app Tiger Trade, offering clients with limited deposits access to premium stocks at high prices, and expanding our potential user base. Nearly all US cash equity tradings were self-cleared by our proprietary infrastructure, boosting the overall clearing efficiency and lowering the costs,&#34; Wu Tianhua added.</p><p>Wu Tianhua also revealed, &#34;Looking ahead, in the fourth quarter, we will land our services in Hong Kong, where we are committed to providing investors in this global financial center with the best possible products and services. In addition, we are dedicated to allocating our global resources effectively to serve our worldwide client base well.&#34;</p><p><b>In Singapore, average net deposit of newly acquired clients up for the second consecutive quarter</b></p><p>UP Fintech&#39;s market position in Singapore continued to consolidate with consensual trust from high-worth customers. The average net deposit of newly acquired clients has grown for the second consecutive quarter, passing the US$11,000 threshold in the third quarter, while overtaking the US$9,000 one in the previous quarter.</p><p>In terms of the products we offer, the company upgraded all Singapore-registered accounts by merging share and fund trading operations, enabling the deposit in customers&#39; margin accounts for US stocks to be directed for fund trading to alleviate their liquidity restraint.</p><p>During the period, the company&#39;s cash management services in Singapore were strategically elevated to become Tiger Vault, where customers&#39; in-account deposits can be directly for shares, options, and fund trading, as well as for IPO subscriptions, a move that facilitates the asset management flow. The brand-new Tiger Vault has received positive feedback in Singapore, where the asset under management (AUM) in total was up 120.1% quarter-over-quarter, and the number of users increased by 61.3% quarter-over-quarter. These numbers underscore the diversification we strive to offer to clients against heightened volatility.</p><p>During the third quarter, by spearheading product and technological innovations, UP Fintech bagged the &#34;Fintech - Brokerage&#34; award at the SBR Technology Excellence Awards 2022 from the Singapore Business Review. In the city state&#39;s &#34;Best Customer Service 2022/23&#34; survey conducted jointly by The Straits Times and research firm Statista, the company&#39;s excellent customer service was recognized in the trading and brokerage services sub-category, under Real Estate and Banking. As of now, in Singapore, the company keeps 21.5 hours of customer care services on a daily basis, through a combination of channels including hotline, e-mail, social media platforms, and in-app chat. The company also received &#34;Investor&#39;s Choice Awards 2022: Best Retail Broker&#34; from the Securities Investors Association (Singapore).</p><p>In Southeast Asia, the company announced its Official Sponsor status for the ongoing AFF Mitsubishi Electric Cup 2022, the region&#39;s biennial football tournament contested by 10 national &#34;A&#34; teams, a move that seeks to highlight the company&#39;s continued commitment to becoming a global local company and letting everyone in the world enjoy efficient and smart investing.</p><p><b>Nearly 20% of global new customers with deposits from Australia and New Zealand</b></p><p>In Australia and New Zealand, the company continued to gain momentum. In the reporting period, client acquisition sped up, with nearly 20% of all global new funded customers from the two markets. In-app feature-wise, PayID was accepted to deposit Tiger accounts in Australia in an offering to shorten the processing time. The new feature allows customers to enjoy real-time deposits all year round.</p><p>During the two quarters since the company&#39;s entry into Australia, its flagship Tiger Trade app has been trusted by more local customers. In the third quarter, the company captured the winner position in three categories including &#34;Best for Australian investors&#34;, &#34;People&#39;s choice&#34;, and &#34;Best for ETFs&#34;, from the well-known investing media outlet WeMoney.</p><p><b>Global expansion never ceases</b></p><p>The company is also ready to announce its expansion into Hong Kong starting in December, bringing the best possible smart global investing experience to investors in this global financial center. UP Fintech&#39;s subsidiary in Hong Kong holds Type I, II, IV and V licenses from the Securities and Futures Commission, qualifying the company to deal in and advise on securities and futures contracts. In total, the company holds 11 licenses and qualifications in Hong Kong.</p><p><b>US fractional share trading function lowers investing threshold</b></p><p><b>Self-developed infrastructure bears fruit</b></p><p>In the third quarter, the company&#39;s gross commission income stood at US$24.5 million, along with the interest-related income up 68.8% quarter-over-quarter to US$26.9 million.</p><p>As the company&#39;s global expansion goes deep, we remain zoomed in on investing in research and development. During the period, nearly all US cash equity tradings were self-cleared.</p><p>During the reporting period, UP Fintech launched US fractional share trading, a new feature that now supports all S&amp;P 500 stocks, removes the 1 share minimum trading unit, and lowers the trading starting point to as little as US$5. While beginner-friendly, fractional share trading&#39;s low threshold also offers an engaging global investing experience to more investors by diversifying their portfolios in a more flexible way.</p><p>In the meantime, mobile app features such as options combination analysis tools, most sought-after industries, and lists of ETFs for major markets were put on live. Among new PC/desktop features, time-weighted average price (TWAP) and volume-weighted average price (VWAP) orders were presented. With attached order and conditional order functions available, investors are able to analyze and grasp the investing trends in a timely manner.</p><p>During the period, the demand for wealth management services continued to grow steadily. The number of customers increased by 37.7% quarter-over-quarter, and the asset under management (AUM) was up by 50.8% quarter-over-quarter. The number of Fund Mall users increased by 35% quarter-over-quarter, and AUM was up by 72.7% quarter-over-quarter. Cash management products saw the number of users up by 40.2% quarter-over-quarter, and AUM up by 35.8% quarter-over-quarter.</p><p>On the investor education side, UP Fintech relentlessly promoted financial knowledge in a move to help investors adjust themselves to the volatile investing environment. During the period, the company broadcast 112 live sessions, covering a wide range of content from diving into companies&#39; earnings results, to deep analysis of various industries and companies. Over 40% of the content was specially tailored for global investors in different markets.</p><p>As of September 30, in Singapore, UP Fintech held a series of joint live broadcasts online with the Singapore Exchange, and was participated by analysts from institutions such as Standard Chartered Bank and Société Générale for their market insights. These live sessions, which have become the platform&#39;s signature content, were widely accoladed by investors. In Australia, industry analysis covering the most sought-after industries including mining, pharmaceuticals, and technology was well received, helping more local investors make better informed financial decisions, and boosting the content penetration rate to 50%.</p><p><b>Investment banking services take the lead in US IPO underwriting</b></p><p><b>ESOP business spins off with strategic investors involved</b></p><p>During the reporting period, other revenues, including investment banking and employee stock ownership plan (ESOP), reached US$4 million. The company participated in 12 Hong Kong and US IPOs, served as an underwriter in 11 of these listings, and was the lead bank in 2 US IPOs.</p><p>In the first three quarters of this year, third-party data shows that UP Fintech ranked third among all global brokerages, with 18 US IPO underwriting, and fourth by the offering size. In terms of special purpose acquisition company (SPAC) underwriting, the company ranked second globally by the offering scale of projects underwritten.</p><p>The company also honed its research capabilities by issuing 19 research reports on various sectors including e-commerce, internet, entertainment, auto-making, and cryptocurrency, indicating its in-depth analysis expertise.</p><p>UP Fintech signed 29 ESOP clients during the period, with the number of total clients added up to 393, a year-over-year increase of 50%. The primary market also resonated with the ESOP business&#39;s stellar prospects. During the quarter, strategic investors were involved in completing ESOP&#39;s angel round financing. The business is scheduled to spin off under the new brand &#34;UponeShare&#34; in the fourth quarter, with a vision of promoting digital transformation in equity management.</p><p>In this quarter, dozens of companies including Tim Hortons, Leapmotor, AIM Vaccine, and Jenscare became part of the Tiger Community, and opened enterprise accounts.</p><p>On the corporate social responsibility front, the company collaborated with WWF-Singapore on International Tiger Day to raise awareness about wildlife conservation.</p><p><b>About UP Fintech</b></p><p>UP Fintech Holding Limited (Nasdaq: TIGR), also known as Tiger Brokers, is a leading online brokerage with a focus on redefining global investing with technology for the next generation.</p><p>Founded in 2014, we relentlessly offer a superior user experience in pursuit of becoming a world-leading online brokerage, to let everyone enjoy efficient and smart investing. Currently, we offer a multitude of quality financial products and services across brokerage, employee stock ownership plan (ESOP) management, investment banking, wealth management, investor community, and investor education.</p><p>We strive to elevate financial technology R&amp;D to a new level. While we inherit the best traditions from the financial sector and blend them with the best minds of tech experts, we develop our own technology infrastructure—an aggregation that enables multi-currency trading of various products across markets, guaranteeing our reliable, secure, and scalable services are accessible to all with low latency.</p><p>In March 2019, UP Fintech was listed on Nasdaq under the ticker TIGR. As of now, we serve over 9 million users and about 2 million account holders worldwide on our flagship platform &#34;Tiger Trade&#34;, own 63 licenses and qualifications in different markets, and have over 1,000 employees on the team in Singapore, New Zealand, the US, Hong Kong Australia, and China.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TIGR":"老虎证券"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146860364","content_text":"About one-fifth of new customers with deposits are from Australia and New Zealand, indicating growing local recognitionAverage net deposit of newly acquired clients surpasses US$11,000 in Singapore, a sign of deepening trustLive: Tiger Brokers Q3 2022 Earnings Conference CallSingapore and New York, November 23, 2022 — UP Fintech Holding Limited (\"UP Fintech\" or the \"Company\", Nasdaq: TIGR, and all its subsidiaries and consolidated entities), an online brokerage with a focus on redefining global investing with technologies for the next generation, announced its unaudited financial results for the three months ended September 30, 2022.During the period, the company's revenue reached US$55.41 million, with the net income attributable to UP Fintech turning positive to US$3.34 million, and non-GAAP net income reaching US$6.63 million, up 91.3% quarter-over-quarter.During the third quarter, the number of new customer accounts increased by 35,400, totaling 1.97 million globally, up 11.5% from the same quarter last year. The number of new customers with deposits rose by 22,700 to 754,100, up 23.2% from the same period last year.The total trading volume from customers stood at US$78.2 billion on the company's platform, of which US$23.5 billion was on share trading, and 7.7 million options and futures contracts were made. Net asset inflow from customers exceeded US$700 million during the third quarter, and the company retained 98% of its customers with assets during the period.Wu Tianhua, CEO and founder of UP Fintech, said, \"In the third quarter, the company witnessed steady sequential growth in key indicators. Our interest-related income was up by almost 70% quarter-over-quarter amid the Federal Reserve's interest rates hikes. While thanks to further improved operational efficiency, our non-GAAP net income nearly doubled, all the more showing our resilience to global macroeconomic uncertainties. Among our global markets, in Australia and New Zealand, the public recognition of our services rose significantly, with the number of new funded clients accounting for 19% of the total worldwide.\"\"In this quarter, we brought to global investors a fractional share feature in our flagship app Tiger Trade, offering clients with limited deposits access to premium stocks at high prices, and expanding our potential user base. Nearly all US cash equity tradings were self-cleared by our proprietary infrastructure, boosting the overall clearing efficiency and lowering the costs,\" Wu Tianhua added.Wu Tianhua also revealed, \"Looking ahead, in the fourth quarter, we will land our services in Hong Kong, where we are committed to providing investors in this global financial center with the best possible products and services. In addition, we are dedicated to allocating our global resources effectively to serve our worldwide client base well.\"In Singapore, average net deposit of newly acquired clients up for the second consecutive quarterUP Fintech's market position in Singapore continued to consolidate with consensual trust from high-worth customers. The average net deposit of newly acquired clients has grown for the second consecutive quarter, passing the US$11,000 threshold in the third quarter, while overtaking the US$9,000 one in the previous quarter.In terms of the products we offer, the company upgraded all Singapore-registered accounts by merging share and fund trading operations, enabling the deposit in customers' margin accounts for US stocks to be directed for fund trading to alleviate their liquidity restraint.During the period, the company's cash management services in Singapore were strategically elevated to become Tiger Vault, where customers' in-account deposits can be directly for shares, options, and fund trading, as well as for IPO subscriptions, a move that facilitates the asset management flow. The brand-new Tiger Vault has received positive feedback in Singapore, where the asset under management (AUM) in total was up 120.1% quarter-over-quarter, and the number of users increased by 61.3% quarter-over-quarter. These numbers underscore the diversification we strive to offer to clients against heightened volatility.During the third quarter, by spearheading product and technological innovations, UP Fintech bagged the \"Fintech - Brokerage\" award at the SBR Technology Excellence Awards 2022 from the Singapore Business Review. In the city state's \"Best Customer Service 2022/23\" survey conducted jointly by The Straits Times and research firm Statista, the company's excellent customer service was recognized in the trading and brokerage services sub-category, under Real Estate and Banking. As of now, in Singapore, the company keeps 21.5 hours of customer care services on a daily basis, through a combination of channels including hotline, e-mail, social media platforms, and in-app chat. The company also received \"Investor's Choice Awards 2022: Best Retail Broker\" from the Securities Investors Association (Singapore).In Southeast Asia, the company announced its Official Sponsor status for the ongoing AFF Mitsubishi Electric Cup 2022, the region's biennial football tournament contested by 10 national \"A\" teams, a move that seeks to highlight the company's continued commitment to becoming a global local company and letting everyone in the world enjoy efficient and smart investing.Nearly 20% of global new customers with deposits from Australia and New ZealandIn Australia and New Zealand, the company continued to gain momentum. In the reporting period, client acquisition sped up, with nearly 20% of all global new funded customers from the two markets. In-app feature-wise, PayID was accepted to deposit Tiger accounts in Australia in an offering to shorten the processing time. The new feature allows customers to enjoy real-time deposits all year round.During the two quarters since the company's entry into Australia, its flagship Tiger Trade app has been trusted by more local customers. In the third quarter, the company captured the winner position in three categories including \"Best for Australian investors\", \"People's choice\", and \"Best for ETFs\", from the well-known investing media outlet WeMoney.Global expansion never ceasesThe company is also ready to announce its expansion into Hong Kong starting in December, bringing the best possible smart global investing experience to investors in this global financial center. UP Fintech's subsidiary in Hong Kong holds Type I, II, IV and V licenses from the Securities and Futures Commission, qualifying the company to deal in and advise on securities and futures contracts. In total, the company holds 11 licenses and qualifications in Hong Kong.US fractional share trading function lowers investing thresholdSelf-developed infrastructure bears fruitIn the third quarter, the company's gross commission income stood at US$24.5 million, along with the interest-related income up 68.8% quarter-over-quarter to US$26.9 million.As the company's global expansion goes deep, we remain zoomed in on investing in research and development. During the period, nearly all US cash equity tradings were self-cleared.During the reporting period, UP Fintech launched US fractional share trading, a new feature that now supports all S&P 500 stocks, removes the 1 share minimum trading unit, and lowers the trading starting point to as little as US$5. While beginner-friendly, fractional share trading's low threshold also offers an engaging global investing experience to more investors by diversifying their portfolios in a more flexible way.In the meantime, mobile app features such as options combination analysis tools, most sought-after industries, and lists of ETFs for major markets were put on live. Among new PC/desktop features, time-weighted average price (TWAP) and volume-weighted average price (VWAP) orders were presented. With attached order and conditional order functions available, investors are able to analyze and grasp the investing trends in a timely manner.During the period, the demand for wealth management services continued to grow steadily. The number of customers increased by 37.7% quarter-over-quarter, and the asset under management (AUM) was up by 50.8% quarter-over-quarter. The number of Fund Mall users increased by 35% quarter-over-quarter, and AUM was up by 72.7% quarter-over-quarter. Cash management products saw the number of users up by 40.2% quarter-over-quarter, and AUM up by 35.8% quarter-over-quarter.On the investor education side, UP Fintech relentlessly promoted financial knowledge in a move to help investors adjust themselves to the volatile investing environment. During the period, the company broadcast 112 live sessions, covering a wide range of content from diving into companies' earnings results, to deep analysis of various industries and companies. Over 40% of the content was specially tailored for global investors in different markets.As of September 30, in Singapore, UP Fintech held a series of joint live broadcasts online with the Singapore Exchange, and was participated by analysts from institutions such as Standard Chartered Bank and Société Générale for their market insights. These live sessions, which have become the platform's signature content, were widely accoladed by investors. In Australia, industry analysis covering the most sought-after industries including mining, pharmaceuticals, and technology was well received, helping more local investors make better informed financial decisions, and boosting the content penetration rate to 50%.Investment banking services take the lead in US IPO underwritingESOP business spins off with strategic investors involvedDuring the reporting period, other revenues, including investment banking and employee stock ownership plan (ESOP), reached US$4 million. The company participated in 12 Hong Kong and US IPOs, served as an underwriter in 11 of these listings, and was the lead bank in 2 US IPOs.In the first three quarters of this year, third-party data shows that UP Fintech ranked third among all global brokerages, with 18 US IPO underwriting, and fourth by the offering size. In terms of special purpose acquisition company (SPAC) underwriting, the company ranked second globally by the offering scale of projects underwritten.The company also honed its research capabilities by issuing 19 research reports on various sectors including e-commerce, internet, entertainment, auto-making, and cryptocurrency, indicating its in-depth analysis expertise.UP Fintech signed 29 ESOP clients during the period, with the number of total clients added up to 393, a year-over-year increase of 50%. The primary market also resonated with the ESOP business's stellar prospects. During the quarter, strategic investors were involved in completing ESOP's angel round financing. The business is scheduled to spin off under the new brand \"UponeShare\" in the fourth quarter, with a vision of promoting digital transformation in equity management.In this quarter, dozens of companies including Tim Hortons, Leapmotor, AIM Vaccine, and Jenscare became part of the Tiger Community, and opened enterprise accounts.On the corporate social responsibility front, the company collaborated with WWF-Singapore on International Tiger Day to raise awareness about wildlife conservation.About UP FintechUP Fintech Holding Limited (Nasdaq: TIGR), also known as Tiger Brokers, is a leading online brokerage with a focus on redefining global investing with technology for the next generation.Founded in 2014, we relentlessly offer a superior user experience in pursuit of becoming a world-leading online brokerage, to let everyone enjoy efficient and smart investing. Currently, we offer a multitude of quality financial products and services across brokerage, employee stock ownership plan (ESOP) management, investment banking, wealth management, investor community, and investor education.We strive to elevate financial technology R&D to a new level. While we inherit the best traditions from the financial sector and blend them with the best minds of tech experts, we develop our own technology infrastructure—an aggregation that enables multi-currency trading of various products across markets, guaranteeing our reliable, secure, and scalable services are accessible to all with low latency.In March 2019, UP Fintech was listed on Nasdaq under the ticker TIGR. As of now, we serve over 9 million users and about 2 million account holders worldwide on our flagship platform \"Tiger Trade\", own 63 licenses and qualifications in different markets, and have over 1,000 employees on the team in Singapore, New Zealand, the US, Hong Kong Australia, and China.","news_type":1},"isVote":1,"tweetType":1,"viewCount":308,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9907462362,"gmtCreate":1660233773059,"gmtModify":1676529837562,"author":{"id":"3580024367177542","authorId":"3580024367177542","name":"ISSEY1413","avatar":"https://static.tigerbbs.com/3aae359514ad4455bfc28cf62f608a5e","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3580024367177542","authorIdStr":"3580024367177542"},"themes":[],"htmlText":"[Spurting]&nbsp;[Spurting]&nbsp;[Spurting]&nbsp;","listText":"[Spurting]&nbsp;[Spurting]&nbsp;[Spurting]&nbsp;","text":"[Spurting] [Spurting] [Spurting]","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9907462362","repostId":"1103823286","repostType":4,"repost":{"id":"1103823286","kind":"news","pubTimestamp":1660231920,"share":"https://ttm.financial/m/news/1103823286?lang=&edition=fundamental","pubTime":"2022-08-11 23:32","market":"us","language":"en","title":"Alibaba: More Bad News","url":"https://stock-news.laohu8.com/highlight/detail?id=1103823286","media":"Seeking Alpha","summary":"SummaryAlibaba's shares are trading at seemingly attractive valuation multiples but investors should","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Alibaba&#39;s shares are trading at seemingly attractive valuation multiples but investors shouldn&#39;t fall into the trap.</li><li>Prospects for investing in Alibaba have significantly deteriorated in recent weeks.</li><li>Risk-averse investors may want to avoid the stock for the time being.</li></ul><p>Alibaba&#39;s (NYSE:BABA) (OTCPK:BABAF) shares are down over 50% in the last year and many investors are getting tempted to buy. The general rationale is that the stock has fallen enough already and that it should only rally on from here on out. While that might have been a compelling contrarian argument till a few weeks ago, it&#39;s now rife with problems, speculation and stretched assumptions. In this article, I&#39;ll explain why investors may want to avoid the value trap that Alibaba is gradually turning out to be. Let&#39;s take a closer look at it all.</p><p><b>The Valuation Misconception</b></p><p>Let me start by saying that Alibaba&#39;s shares are trading at just 2.1-times its trailing twelve-month sales. This is quite low, especially when considering that the stock used to trade at over 24-times its sales back in 2015. Given this steep discount compared to its own prior levels, contrarian investors have been arguing that the stock is attractively valued and that it doesn&#39;t have much downside potential left from current levels.</p><p>While that sounds like a compelling argument, the problem here is that industry comparables are trading at even more attractive multiples. The chart below should put things in perspective. The X-axis plots the Price-to-Sales (or P/S) multiples for over 25 internet retail stocks that are listed on US bourses. Note how Alibaba is horizontally positioned slightly towards the right, indicating that its trading at levels that are marginally higher than the industry average.</p><p><img src=\"https://static.tigerbbs.com/f5d6db06c8da4548d2002f11348dc0e4\" tg-width=\"640\" tg-height=\"358\" referrerpolicy=\"no-referrer\"/></p><p>BusinessQuant.com</p><p>Now, let&#39;s shift attention to the Y-axis, which plots the revenue growth rates for the same set of companies. Note how Alibaba is vertically positioned much lower than a broad swath of its other listed peers. This suggests that the stock is valued slightly higher than the industry average but its revenue growth rate is lower than most its peers in general. This implies that Alibaba&#39;s shares have room to correct further, in order to justify its subpar growth rate.</p><p>There are at least 14 other stocks classified in the internet retail industry, that are growing faster than Alibaba but trading at lower P/S multiples. This disparity is all the more prominent when we consider that Alibaba&#39;s US-listed shares offer an ownership only in a shell company floated in Cayman Islands, whereas its other attractively-priced US-based peers offer ownership in actual companies. Because of this difference in the nature of securities, Alibaba&#39;s shares should ideally be trading at a discount compared to its US-based peers in the first place, but it&#39;s actually trading at a slight premium instead. This should encourage contrarian investors to reconsider their thesis for the e-commerce giant.</p><p><b>The Growth Slowdown</b></p><p>Moving on, the Chinese government hasn&#39;t hiked its interest rates in recent months, unlike the US. This suggests the Chinese economy will continue growing at a relatively faster pace and companies operating there should, at least in theory, thrive while other global economies stagnate and/or go into recession. This industry tailwind should indeed boost Alibaba&#39;s growth prospects and it&#39;s admittedly a silver lining in the whole contrarian narrative.</p><p>But there&#39;s a problem here as well. Hindering consumer spending in Q3 may trigger a more profound slowdown for Alibaba and other similarly positioned Chinese e-commerce companies, negating the positives of low interest rates in the country. This is gradually reflected in the Street&#39;s forecasts - note how analysts have been gradually lowering their revenue estimates for the company in nearly every passing week.</p><p><img src=\"https://static.tigerbbs.com/e2fe58214fe586338142e205e80429ea\" tg-width=\"637\" tg-height=\"437\" referrerpolicy=\"no-referrer\"/></p><p>Ycharts</p><p>This situation should again encourage investors to rethink their rationale for Alibaba.</p><p><b>The Delisting Risk</b></p><p>Lastly, contrarian investors are hopeful that delisting fears pertaining to Alibaba are exaggerated and not really a matter of concern. However, the risk is very real. The SEC published a yet another list about 10 days ago, noting that Alibaba and 270 other Chinese companies will be forcefully delisted from US bourses if they don&#39;t open up for audit inspections.</p><p>Chinese regulators had reassured investors earlier this year that they&#39;re going to work with the SEC and comply with their audit requirements, in order to prevent mass delisting of Chinese stocks from US bourses. But I&#39;ve been warning investors that the regulators haven&#39;t been making any progress and the risk remains. The prospect of such progress seems even more unlikely now.</p><p>One might argue that Alibaba is listed on Hong Kong bourses so a delisting in the US won&#39;t make a difference. But it will. The prospect of Alibaba&#39;s shares getting delisted in the US, is likely to prompt a mass selloff by institutional investors that have mandates to invest in only US stocks. Besides, the financial cost of owning Hong Kong-listed stocks is far higher for US citizens, so retail investors are likely to sell their shares too in large numbers.</p><p>Moreover, it&#39;s not like Hong Kong-listed shares have been performing any better than their US-listed shares. Both the stocks have continuously declined for the better part of the past year and I expect the downtrend to continue in Hong Kong listed shares going forward as well, given the deteriorating growth prospects for Alibaba as a company and its stretched valuation in general.</p><p><img src=\"https://static.tigerbbs.com/e429e60a44011b271d8005a772849ddd\" tg-width=\"640\" tg-height=\"328\" referrerpolicy=\"no-referrer\"/></p><p>Yahoo Finance</p><p><b>Final Thoughts</b></p><p>There&#39;s no denying that Alibaba has grown its top line at a rapid rate in the past decade. The company has expanded its operations over time and its different revenue streams have all continued to grow over the years. This is a commendable feat and an enviable position to be in.</p><p><img src=\"https://static.tigerbbs.com/44d14b4467c4d87ffa64fe2f60f01bb1\" tg-width=\"640\" tg-height=\"672\" referrerpolicy=\"no-referrer\"/></p><p>BusinessQuant.com</p><p>However, there are now several risks associated with investing in Alibaba, namely decelerating revenue growth, the risk of getting delisted from US exchanges and its relatively pricey valuations in general. So, risk-averse investors may want to avoid investing in Alibaba for the time being at least. The stock seems tempting at current levels, but it&#39;s rife with issues.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba: More Bad News</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: More Bad News\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-11 23:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4532407-alibaba-more-bad-news?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A3><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAlibaba's shares are trading at seemingly attractive valuation multiples but investors shouldn't fall into the trap.Prospects for investing in Alibaba have significantly deteriorated in recent ...</p>\n\n<a href=\"https://seekingalpha.com/article/4532407-alibaba-more-bad-news?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A3\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"https://seekingalpha.com/article/4532407-alibaba-more-bad-news?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103823286","content_text":"SummaryAlibaba's shares are trading at seemingly attractive valuation multiples but investors shouldn't fall into the trap.Prospects for investing in Alibaba have significantly deteriorated in recent weeks.Risk-averse investors may want to avoid the stock for the time being.Alibaba's (NYSE:BABA) (OTCPK:BABAF) shares are down over 50% in the last year and many investors are getting tempted to buy. The general rationale is that the stock has fallen enough already and that it should only rally on from here on out. While that might have been a compelling contrarian argument till a few weeks ago, it's now rife with problems, speculation and stretched assumptions. In this article, I'll explain why investors may want to avoid the value trap that Alibaba is gradually turning out to be. Let's take a closer look at it all.The Valuation MisconceptionLet me start by saying that Alibaba's shares are trading at just 2.1-times its trailing twelve-month sales. This is quite low, especially when considering that the stock used to trade at over 24-times its sales back in 2015. Given this steep discount compared to its own prior levels, contrarian investors have been arguing that the stock is attractively valued and that it doesn't have much downside potential left from current levels.While that sounds like a compelling argument, the problem here is that industry comparables are trading at even more attractive multiples. The chart below should put things in perspective. The X-axis plots the Price-to-Sales (or P/S) multiples for over 25 internet retail stocks that are listed on US bourses. Note how Alibaba is horizontally positioned slightly towards the right, indicating that its trading at levels that are marginally higher than the industry average.BusinessQuant.comNow, let's shift attention to the Y-axis, which plots the revenue growth rates for the same set of companies. Note how Alibaba is vertically positioned much lower than a broad swath of its other listed peers. This suggests that the stock is valued slightly higher than the industry average but its revenue growth rate is lower than most its peers in general. This implies that Alibaba's shares have room to correct further, in order to justify its subpar growth rate.There are at least 14 other stocks classified in the internet retail industry, that are growing faster than Alibaba but trading at lower P/S multiples. This disparity is all the more prominent when we consider that Alibaba's US-listed shares offer an ownership only in a shell company floated in Cayman Islands, whereas its other attractively-priced US-based peers offer ownership in actual companies. Because of this difference in the nature of securities, Alibaba's shares should ideally be trading at a discount compared to its US-based peers in the first place, but it's actually trading at a slight premium instead. This should encourage contrarian investors to reconsider their thesis for the e-commerce giant.The Growth SlowdownMoving on, the Chinese government hasn't hiked its interest rates in recent months, unlike the US. This suggests the Chinese economy will continue growing at a relatively faster pace and companies operating there should, at least in theory, thrive while other global economies stagnate and/or go into recession. This industry tailwind should indeed boost Alibaba's growth prospects and it's admittedly a silver lining in the whole contrarian narrative.But there's a problem here as well. Hindering consumer spending in Q3 may trigger a more profound slowdown for Alibaba and other similarly positioned Chinese e-commerce companies, negating the positives of low interest rates in the country. This is gradually reflected in the Street's forecasts - note how analysts have been gradually lowering their revenue estimates for the company in nearly every passing week.YchartsThis situation should again encourage investors to rethink their rationale for Alibaba.The Delisting RiskLastly, contrarian investors are hopeful that delisting fears pertaining to Alibaba are exaggerated and not really a matter of concern. However, the risk is very real. The SEC published a yet another list about 10 days ago, noting that Alibaba and 270 other Chinese companies will be forcefully delisted from US bourses if they don't open up for audit inspections.Chinese regulators had reassured investors earlier this year that they're going to work with the SEC and comply with their audit requirements, in order to prevent mass delisting of Chinese stocks from US bourses. But I've been warning investors that the regulators haven't been making any progress and the risk remains. The prospect of such progress seems even more unlikely now.One might argue that Alibaba is listed on Hong Kong bourses so a delisting in the US won't make a difference. But it will. The prospect of Alibaba's shares getting delisted in the US, is likely to prompt a mass selloff by institutional investors that have mandates to invest in only US stocks. Besides, the financial cost of owning Hong Kong-listed stocks is far higher for US citizens, so retail investors are likely to sell their shares too in large numbers.Moreover, it's not like Hong Kong-listed shares have been performing any better than their US-listed shares. Both the stocks have continuously declined for the better part of the past year and I expect the downtrend to continue in Hong Kong listed shares going forward as well, given the deteriorating growth prospects for Alibaba as a company and its stretched valuation in general.Yahoo FinanceFinal ThoughtsThere's no denying that Alibaba has grown its top line at a rapid rate in the past decade. The company has expanded its operations over time and its different revenue streams have all continued to grow over the years. This is a commendable feat and an enviable position to be in.BusinessQuant.comHowever, there are now several risks associated with investing in Alibaba, namely decelerating revenue growth, the risk of getting delisted from US exchanges and its relatively pricey valuations in general. So, risk-averse investors may want to avoid investing in Alibaba for the time being at least. The stock seems tempting at current levels, but it's rife with issues.","news_type":1},"isVote":1,"tweetType":1,"viewCount":49,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3580024367177542","authorId":"3580024367177542","name":"ISSEY1413","avatar":"https://static.tigerbbs.com/3aae359514ad4455bfc28cf62f608a5e","crmLevel":7,"crmLevelSwitch":1,"idStr":"3580024367177542","authorIdStr":"3580024367177542"},"content":"[Spurting] [Spurting]","text":"[Spurting] [Spurting]","html":"[Spurting] [Spurting]"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9064100611,"gmtCreate":1652284248733,"gmtModify":1676535069300,"author":{"id":"3580024367177542","authorId":"3580024367177542","name":"ISSEY1413","avatar":"https://static.tigerbbs.com/3aae359514ad4455bfc28cf62f608a5e","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3580024367177542","authorIdStr":"3580024367177542"},"themes":[],"htmlText":"Buy the dip","listText":"Buy the dip","text":"Buy the dip","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9064100611","repostId":"2234987948","repostType":4,"repost":{"id":"2234987948","kind":"highlight","pubTimestamp":1652276916,"share":"https://ttm.financial/m/news/2234987948?lang=&edition=fundamental","pubTime":"2022-05-11 21:48","market":"us","language":"en","title":"3 Beaten-Down Growth Stocks Worth Buying on the Dip","url":"https://stock-news.laohu8.com/highlight/detail?id=2234987948","media":"Motley Fool","summary":"These companies are posting growth where it counts and trade at fair valuations.","content":"<html><head></head><body><p>So far, the <b>Nasdaq Composite</b> is the only major index to officially enter a bear market. The Nasdaq is down about 28% from its all-time high, but with many high-profile companies down even more, this market downturn feels much more severe.</p><p>It&#39;s comforting to remember that stocks are not lottery tickets. If you buy a stock, you own a piece of a business. And if that business is growing revenue and profits, the stock is going to go up at some point. That&#39;s why all bear markets have been followed by longer periods of rising stock prices.</p><p>Three widely followed companies just reported better-than-expected revenue results. After falling significantly year-to-date, these stocks could be great buys.</p><p>1. <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a></p><p>In <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>&#39;s  fiscal third quarter (which ended March 31), revenue grew 18% year over year, with adjusted earnings up 14%. Both numbers beat the Wall Street consensus.</p><p>Management credited strong demand for cloud services and better-than-expected commercial bookings growth of 28% for the strong results last quarter. Indeed, Microsoft Azure continues to look strong for the software giant. Azure and other cloud services grew 46% year over year, which is notably faster than <b>Amazon</b>, which reported cloud growth of 37% last quarter.</p><p>Microsoft is performing very strong in all segments. LinkedIn&#39;s revenue growth accelerated from 25% in the year-ago quarter to 34%, and Office consumer products and services also accelerated from a 5% rate in the year-ago quarter to 11% this year.</p><p>The stock is down 20% year-to-date. Microsoft&#39;s valuation at the beginning of the year might have been on the high side, but at a current price-to-earnings ratio of 28, it is looking more attractive. With the company posting double-digit revenue and earnings growth, the stock appears fairly valued at these levels and should deliver good returns over the long term.</p><p><img src=\"https://static.tigerbbs.com/1709f3bf6d7d406580544548f5b6a751\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Image source: Getty Images.</p><p>2. <a href=\"https://laohu8.com/S/AMD\">Advanced Micro Devices</a></p><p><a href=\"https://laohu8.com/S/AMD\">Advanced Micro Devices</a> has delivered staggering returns over the last few years as it&#39;s taken market share away from <b>Intel</b>&#39;s dominant position. While AMD has been behind the lead of <b>Nvidia</b> in the graphics processing unit (GPU) market, a rising tide in the semiconductor industry has lifted all boats.</p><p>AMD reported results that blasted away Wall Street estimates in the first quarter. Revenue of $5.9 billion beat analyst estimates of $5.01 billion, while adjusted earnings per share of $1.13 demolished estimates of $0.91.</p><p>Excluding the acquisition of Xilinx, AMD&#39;s adjusted revenue was $5.3 billion, representing an increase of 51% year over year. Strong demand for GPUs drove a 33% increase in the computing and graphics segment. But the most impressive performance was from the enterprise, embedded, and semi-custom business, with revenue up 88% over the year-ago quarter.</p><p>AMD reported record EPYC processor sales used in servers and strong demand for <b>Sony</b> and Microsoft&#39;s video game consoles, which are powered by custom AMD processors. For the third consecutive quarter, EPYC processor sales more than doubled, reflecting strong demand from cloud service providers that use high-performance chips to process large data workloads.</p><p>AMD raised full-year guidance and now expects revenue to grow about 60% over 2021. Investors are currently paying only 20 times 2022 earnings estimates for shares, which is incredibly cheap for such a fast-growing business. The addition of Xilinx will extend AMD&#39;s growth opportunity to connected devices and other data-intensive workloads. The company estimates the opportunity at $135 billion.</p><p><img src=\"https://static.tigerbbs.com/4a8e2e92c4e643868fc6c9f530f66286\" tg-width=\"700\" tg-height=\"467\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Image source: Getty Images.</p><p>3. <a href=\"https://laohu8.com/S/ABNB\">Airbnb</a></p><p><a href=\"https://laohu8.com/S/ABNB\">Airbnb</a> is enjoying tremendous growth after the pandemic slowed travel worldwide. In the first quarter, revenue jumped 70% year over year to $1.5 billion, beating analyst estimates of $1.45 billion. While Airbnb reported a net loss of $19 million, it was enough to slightly surpass expectations.</p><p>The strong start to 2022 continues a string of outstanding quarters over the last year. Airbnb continues to see people visiting non-urban areas close to home, with long-term stays remaining the fastest-growing category. The company also says that people are booking travel destinations further in advance, with lead times surpassing 2019 levels at the end of the first quarter.</p><p>It&#39;s encouraging that Airbnb is experiencing this much pent-up demand even with economic headwinds, such as higher gas prices. Overall, nights and experiences booked on the platform surpassed pre-pandemic levels and crossed the 100 million mark for the first time in the company&#39;s 15-year history.</p><p>Most importantly, Airbnb&#39;s growth is starting to light a fire under profitability -- a good reason to consider buying the stock. Over the last four quarters, free cash flow totaled $2.9 billion. That puts Airbnb&#39;s market cap at just 27 times trailing free cash flow, which is too low for a top travel service that is experiencing this much momentum.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Beaten-Down Growth Stocks Worth Buying on the Dip</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Beaten-Down Growth Stocks Worth Buying on the Dip\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-11 21:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/05/11/3-beaten-down-growth-stocks-worth-buying/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>So far, the Nasdaq Composite is the only major index to officially enter a bear market. The Nasdaq is down about 28% from its all-time high, but with many high-profile companies down even more, this ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/05/11/3-beaten-down-growth-stocks-worth-buying/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4573":"虚拟现实","BK4561":"索罗斯持仓","BK4505":"高瓴资本持仓","BK4097":"系统软件","BK4581":"高盛持仓","BK4504":"桥水持仓","BK4512":"苹果概念","BK4142":"酒店、度假村与豪华游轮","BK4548":"巴美列捷福持仓","INTC":"英特尔","BK4529":"IDC概念","BK4528":"SaaS概念","BK4516":"特朗普概念","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4515":"5G概念","BK4567":"ESG概念","BK4534":"瑞士信贷持仓","ABNB":"爱彼迎","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4576":"AR","BK4525":"远程办公概念","BK4575":"芯片概念","BK4566":"资本集团","AMD":"美国超微公司","BK4535":"淡马锡持仓","BK4538":"云计算","BK4577":"网络游戏","BK4527":"明星科技股","BK4550":"红杉资本持仓","BK4579":"人工智能","BK4141":"半导体产品","BK4503":"景林资产持仓","MSFT":"微软","GFS":"GLOBALFOUNDRIES Inc."},"source_url":"https://www.fool.com/investing/2022/05/11/3-beaten-down-growth-stocks-worth-buying/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2234987948","content_text":"So far, the Nasdaq Composite is the only major index to officially enter a bear market. The Nasdaq is down about 28% from its all-time high, but with many high-profile companies down even more, this market downturn feels much more severe.It's comforting to remember that stocks are not lottery tickets. If you buy a stock, you own a piece of a business. And if that business is growing revenue and profits, the stock is going to go up at some point. That's why all bear markets have been followed by longer periods of rising stock prices.Three widely followed companies just reported better-than-expected revenue results. After falling significantly year-to-date, these stocks could be great buys.1. MicrosoftIn Microsoft's  fiscal third quarter (which ended March 31), revenue grew 18% year over year, with adjusted earnings up 14%. Both numbers beat the Wall Street consensus.Management credited strong demand for cloud services and better-than-expected commercial bookings growth of 28% for the strong results last quarter. Indeed, Microsoft Azure continues to look strong for the software giant. Azure and other cloud services grew 46% year over year, which is notably faster than Amazon, which reported cloud growth of 37% last quarter.Microsoft is performing very strong in all segments. LinkedIn's revenue growth accelerated from 25% in the year-ago quarter to 34%, and Office consumer products and services also accelerated from a 5% rate in the year-ago quarter to 11% this year.The stock is down 20% year-to-date. Microsoft's valuation at the beginning of the year might have been on the high side, but at a current price-to-earnings ratio of 28, it is looking more attractive. With the company posting double-digit revenue and earnings growth, the stock appears fairly valued at these levels and should deliver good returns over the long term.Image source: Getty Images.2. Advanced Micro DevicesAdvanced Micro Devices has delivered staggering returns over the last few years as it's taken market share away from Intel's dominant position. While AMD has been behind the lead of Nvidia in the graphics processing unit (GPU) market, a rising tide in the semiconductor industry has lifted all boats.AMD reported results that blasted away Wall Street estimates in the first quarter. Revenue of $5.9 billion beat analyst estimates of $5.01 billion, while adjusted earnings per share of $1.13 demolished estimates of $0.91.Excluding the acquisition of Xilinx, AMD's adjusted revenue was $5.3 billion, representing an increase of 51% year over year. Strong demand for GPUs drove a 33% increase in the computing and graphics segment. But the most impressive performance was from the enterprise, embedded, and semi-custom business, with revenue up 88% over the year-ago quarter.AMD reported record EPYC processor sales used in servers and strong demand for Sony and Microsoft's video game consoles, which are powered by custom AMD processors. For the third consecutive quarter, EPYC processor sales more than doubled, reflecting strong demand from cloud service providers that use high-performance chips to process large data workloads.AMD raised full-year guidance and now expects revenue to grow about 60% over 2021. Investors are currently paying only 20 times 2022 earnings estimates for shares, which is incredibly cheap for such a fast-growing business. The addition of Xilinx will extend AMD's growth opportunity to connected devices and other data-intensive workloads. The company estimates the opportunity at $135 billion.Image source: Getty Images.3. AirbnbAirbnb is enjoying tremendous growth after the pandemic slowed travel worldwide. In the first quarter, revenue jumped 70% year over year to $1.5 billion, beating analyst estimates of $1.45 billion. While Airbnb reported a net loss of $19 million, it was enough to slightly surpass expectations.The strong start to 2022 continues a string of outstanding quarters over the last year. Airbnb continues to see people visiting non-urban areas close to home, with long-term stays remaining the fastest-growing category. The company also says that people are booking travel destinations further in advance, with lead times surpassing 2019 levels at the end of the first quarter.It's encouraging that Airbnb is experiencing this much pent-up demand even with economic headwinds, such as higher gas prices. Overall, nights and experiences booked on the platform surpassed pre-pandemic levels and crossed the 100 million mark for the first time in the company's 15-year history.Most importantly, Airbnb's growth is starting to light a fire under profitability -- a good reason to consider buying the stock. Over the last four quarters, free cash flow totaled $2.9 billion. That puts Airbnb's market cap at just 27 times trailing free cash flow, which is too low for a top travel service that is experiencing this much momentum.","news_type":1},"isVote":1,"tweetType":1,"viewCount":133,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3580024367177542","authorId":"3580024367177542","name":"ISSEY1413","avatar":"https://static.tigerbbs.com/3aae359514ad4455bfc28cf62f608a5e","crmLevel":7,"crmLevelSwitch":1,"idStr":"3580024367177542","authorIdStr":"3580024367177542"},"content":"[Speechless] [Speechless] [Speechless]","text":"[Speechless] [Speechless] [Speechless]","html":"[Speechless] [Speechless] [Speechless]"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9061733165,"gmtCreate":1651674870139,"gmtModify":1676534946955,"author":{"id":"3580024367177542","authorId":"3580024367177542","name":"ISSEY1413","avatar":"https://static.tigerbbs.com/3aae359514ad4455bfc28cf62f608a5e","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3580024367177542","authorIdStr":"3580024367177542"},"themes":[],"htmlText":"Huge dipppppp otw....let's go","listText":"Huge dipppppp otw....let's go","text":"Huge dipppppp otw....let's go","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9061733165","repostId":"1151125673","repostType":4,"repost":{"id":"1151125673","kind":"news","pubTimestamp":1651669995,"share":"https://ttm.financial/m/news/1151125673?lang=&edition=fundamental","pubTime":"2022-05-04 21:13","market":"us","language":"en","title":"Federal Reserve Meeting: Will Peak Hawkishness Spark Dow Jones Relief Rally?","url":"https://stock-news.laohu8.com/highlight/detail?id=1151125673","media":"investor's business daily","summary":"Heading into today's Federal Reserve meeting policy announcement, all of the hawkish surprises are f","content":"<html><head></head><body><p>Heading into today&#39;s Federal Reserve meeting policy announcement, all of the hawkish surprises are finally out of the bag. Meanwhile, the inflation rate has likely peaked. Yet the Dow Jones is back in correction territory, the S&amp;P 500 hit its lowet point in over a year on Monday, and a Nasdaq bear market has resumed.</p><p>Markets fully expect policymakers to announce a half-point rate-hike when this week&#39;s Federal Reserve meeting wraps up on Wednesday at 2 p.m. ET. And that&#39;s expected to be followed by more of the same — if not an even bigger hike — in the next two Fed meetings. Since the March 15-16 Federal Reserve meeting, Fed chief Jerome Powell has talked about moving &#34;expeditiously&#34; to tighten, and &#34;front-end loading&#34; policy moves.</p><p>On that score, the Fed also has made clear that it is set to begin unwinding $4.5 trillion in asset purchases made during the pandemic. Fed balance-sheet runoff, known as quantitative tightening or QT, will ramp up to a $95-billion monthly pace over three months, minutes from the March meeting indicated.</p><p>The setup looks well-suited for the Dow Jones and broader stock market to rally. &#34;Our basic thesis here is that we are due for a relief rally because the market expects 50-basis points, QT, this front-end loading process. And inflation has peaked on the goods side,&#34; Ironsides Macroeconomics managing partner Barry Knapp told clients on Sunday.</p><p>A slower pace of rate hikes as the midterm elections near should also be conducive to a relief rally, Knapp said.</p><p>So what could go wrong? If there&#39;s a risk at the coming meeting, it likely comes from Powell&#39;s post-meeting news conference.</p><h2>Where Is Fed Put For Dow Jones?</h2><p>When the Federal Reserve last combined rate hikes with balance-sheet tightening, the stock market tanked in the fall of 2018, flirting with bear-market territory. The Dow Jones fell 19.5% from the October 2018 peak to December&#39;s trough. Over the same period, the S&amp;P 500 fell as much as 20% and the Nasdaq 24%.</p><p>Powell alluded to that history at his news conference following last December&#39;s Fed meeting. &#34;In dealing with balance sheet issues, we&#39;ve learned that it&#39;s best to take a careful sort of methodical approach. Markets can be sensitive to it.&#34;</p><p>Powell was asked in September 2018 what it would take for the Fed to respond to financial market weakness. His answer: &#34;a significant correction and lasting correction.&#34;</p><p>In fact, the fall 2018 market sell-off helped sparked a policy rethink at the time. In early January 2019, the Fed signaled retreat. By fall, rate hikes turned to rate cuts and the Fed renewed bond purchases. However, it was a pretty simple matter for the Fed to backpedal in early 2019 because inflation was tame.</p><p>If asked again, the big question now is whether Powell&#39;s answer would be the same. Likely not. So the stock market reaction this week may depend on how gracefully Powell dances around that question.</p><p>A put option gives investors downside protection if a stock falls below a certain price. There&#39;s certainly some stock market level and some economic circumstances that would spur Powell and other policymakers to ride to the rescue.</p><h2>Is A Weak Stock Market Part Of Fed&#39;s Plan?</h2><p>As Powell explained at his March 16 news conference following the latest Federal Reserve meeting, monetary policy &#34;reaches the real economy&#34; by changing financial conditions, such as market-based interest rates and stock prices.</p><p>As of Tuesday&#39;s close, the Dow has fallen 10% from its all-time closing high. The S&amp;P 500 has lost 13% and the Nasdaq nearly 22%. Except for the Nasdaq, this sell-off isn&#39;t close to levels that spurred a policy rethink at the start of 2019.</p><p>The Dow Jones and other major indexes sold off hard early Monday, with the S&amp;P 500 and Nasdaq hitting their lowest levels in more than a year. The drop came as the 10-year Treasury yield briefly touched 3% for the first time since 2018. Yet the Dow, S&amp;P and Nasdaq managed to reverse higher on Monday and tacked on another modest gain on Tuesday.</p><p>This action feels like the wash-out could be done for now. But is the selling sufficient to satisfy the Fed?</p><p>The Fed doesn&#39;t directly target any level for the stock market. However, it&#39;s fair to say that a rising Dow Jones would work against the Fed&#39;s goal to tighten financial conditions.</p><p>Further, recent commentary from Fed vice chair Lael Brainard highlighted inflation as particularly insidious for low-income Americans. That suggests policymakers may see the trade-off of lower stock prices to tame the scourge of inflation as enhancing equality.</p></body></html>","source":"lsy1610612141385","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>Federal Reserve Meeting: Will Peak Hawkishness Spark Dow Jones Relief Rally?</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\">\nFederal Reserve Meeting: Will Peak Hawkishness Spark Dow Jones Relief Rally?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-04 21:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.investors.com/news/economy/federal-reserve-meeting-will-peak-hawkishness-spark-dow-jones-relief-rally/><strong>investor's business daily</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Heading into today's Federal Reserve meeting policy announcement, all of the hawkish surprises are finally out of the bag. Meanwhile, the inflation rate has likely peaked. Yet the Dow Jones is back in...</p>\n\n<a href=\"https://www.investors.com/news/economy/federal-reserve-meeting-will-peak-hawkishness-spark-dow-jones-relief-rally/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.investors.com/news/economy/federal-reserve-meeting-will-peak-hawkishness-spark-dow-jones-relief-rally/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151125673","content_text":"Heading into today's Federal Reserve meeting policy announcement, all of the hawkish surprises are finally out of the bag. Meanwhile, the inflation rate has likely peaked. Yet the Dow Jones is back in correction territory, the S&P 500 hit its lowet point in over a year on Monday, and a Nasdaq bear market has resumed.Markets fully expect policymakers to announce a half-point rate-hike when this week's Federal Reserve meeting wraps up on Wednesday at 2 p.m. ET. And that's expected to be followed by more of the same — if not an even bigger hike — in the next two Fed meetings. Since the March 15-16 Federal Reserve meeting, Fed chief Jerome Powell has talked about moving \"expeditiously\" to tighten, and \"front-end loading\" policy moves.On that score, the Fed also has made clear that it is set to begin unwinding $4.5 trillion in asset purchases made during the pandemic. Fed balance-sheet runoff, known as quantitative tightening or QT, will ramp up to a $95-billion monthly pace over three months, minutes from the March meeting indicated.The setup looks well-suited for the Dow Jones and broader stock market to rally. \"Our basic thesis here is that we are due for a relief rally because the market expects 50-basis points, QT, this front-end loading process. And inflation has peaked on the goods side,\" Ironsides Macroeconomics managing partner Barry Knapp told clients on Sunday.A slower pace of rate hikes as the midterm elections near should also be conducive to a relief rally, Knapp said.So what could go wrong? If there's a risk at the coming meeting, it likely comes from Powell's post-meeting news conference.Where Is Fed Put For Dow Jones?When the Federal Reserve last combined rate hikes with balance-sheet tightening, the stock market tanked in the fall of 2018, flirting with bear-market territory. The Dow Jones fell 19.5% from the October 2018 peak to December's trough. Over the same period, the S&P 500 fell as much as 20% and the Nasdaq 24%.Powell alluded to that history at his news conference following last December's Fed meeting. \"In dealing with balance sheet issues, we've learned that it's best to take a careful sort of methodical approach. Markets can be sensitive to it.\"Powell was asked in September 2018 what it would take for the Fed to respond to financial market weakness. His answer: \"a significant correction and lasting correction.\"In fact, the fall 2018 market sell-off helped sparked a policy rethink at the time. In early January 2019, the Fed signaled retreat. By fall, rate hikes turned to rate cuts and the Fed renewed bond purchases. However, it was a pretty simple matter for the Fed to backpedal in early 2019 because inflation was tame.If asked again, the big question now is whether Powell's answer would be the same. Likely not. So the stock market reaction this week may depend on how gracefully Powell dances around that question.A put option gives investors downside protection if a stock falls below a certain price. There's certainly some stock market level and some economic circumstances that would spur Powell and other policymakers to ride to the rescue.Is A Weak Stock Market Part Of Fed's Plan?As Powell explained at his March 16 news conference following the latest Federal Reserve meeting, monetary policy \"reaches the real economy\" by changing financial conditions, such as market-based interest rates and stock prices.As of Tuesday's close, the Dow has fallen 10% from its all-time closing high. The S&P 500 has lost 13% and the Nasdaq nearly 22%. Except for the Nasdaq, this sell-off isn't close to levels that spurred a policy rethink at the start of 2019.The Dow Jones and other major indexes sold off hard early Monday, with the S&P 500 and Nasdaq hitting their lowest levels in more than a year. The drop came as the 10-year Treasury yield briefly touched 3% for the first time since 2018. Yet the Dow, S&P and Nasdaq managed to reverse higher on Monday and tacked on another modest gain on Tuesday.This action feels like the wash-out could be done for now. But is the selling sufficient to satisfy the Fed?The Fed doesn't directly target any level for the stock market. However, it's fair to say that a rising Dow Jones would work against the Fed's goal to tighten financial conditions.Further, recent commentary from Fed vice chair Lael Brainard highlighted inflation as particularly insidious for low-income Americans. That suggests policymakers may see the trade-off of lower stock prices to tame the scourge of inflation as enhancing equality.","news_type":1},"isVote":1,"tweetType":1,"viewCount":421,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3570648900006145","authorId":"3570648900006145","name":"Jkjustea","avatar":"https://static.tigerbbs.com/13ede8636aa19964235c8150bb8e0592","crmLevel":9,"crmLevelSwitch":1,"idStr":"3570648900006145","authorIdStr":"3570648900006145"},"content":"Dip yr saikang like nutella dip","text":"Dip yr saikang like nutella dip","html":"Dip yr saikang like nutella dip"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9995747230,"gmtCreate":1661524558723,"gmtModify":1676536535054,"author":{"id":"3580024367177542","authorId":"3580024367177542","name":"ISSEY1413","avatar":"https://static.tigerbbs.com/3aae359514ad4455bfc28cf62f608a5e","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3580024367177542","authorIdStr":"3580024367177542"},"themes":[],"htmlText":"[Speechless]&nbsp;[Speechless]&nbsp;[Speechless]&nbsp;","listText":"[Speechless]&nbsp;[Speechless]&nbsp;[Speechless]&nbsp;","text":"[Speechless] [Speechless] [Speechless]","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9995747230","repostId":"1189921293","repostType":4,"repost":{"id":"1189921293","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1661522489,"share":"https://ttm.financial/m/news/1189921293?lang=&edition=fundamental","pubTime":"2022-08-26 22:01","market":"us","language":"en","title":"Powell Warns of \"Some Pain\" Ahead As the Fed Fights to Bring Down Inflation","url":"https://stock-news.laohu8.com/highlight/detail?id=1189921293","media":"Tiger Newspress","summary":"Federal Reserve Chairman Jerome Powell delivered a stern commitment Friday to halting inflation, war","content":"<html><head></head><body><p>Federal Reserve Chairman Jerome Powell delivered a stern commitment Friday to halting inflation, warning that he expects the central bank to continue raising interest rates in a way that will cause &#34;some pain&#34; to the U.S. economy.</p><p>In his much-anticipated annual policy speech at Jackson Hole, Wyoming, Powell affirmed that the Fed will &#34;use our tools forcefully&#34; to attack inflation that is still running near its highest level in more than 40 years.</p><p>Even with a series of four consecutive interest rate increases totaling 2.25 percentage points, Powell said this is &#34;no place to stop or pause&#34; even though benchmark rates are probably around an area considered neither stimulative nor restrictive on growth.</p><p>&#34;While higher interest rates, slower growth, and softer labor market conditions will bring down inflation, they will also bring some pain to households and businesses,&#34; he said in prepared remarks. &#34;These are the unfortunate costs of reducing inflation. But a failure to restore price stability would mean far greater pain.&#34;</p><p>The remarks come amid signs that inflation may have peaked but is not showing any marked signs of decline.</p><p>Two closely watched gauges, the consumer price index and the personal consumption expenditures price index,showed prices little changed in July, owing largely to a steep drop in energy costs.</p><p>At the same time, other areas of the economy are slowing. Housing in particular is falling off rapidly, and economists expect that the huge surge in hiring over the past year and a half is likely to cool.</p><p>However, Powell cautioned that the Fed&#39;s focus is broader than a month or two of data, and it will continue pushing ahead until inflation moves down closer to its 2% long-range goal.</p><p>“We are moving our policy stance purposefully to a level that will be sufficiently restrictive to return inflation to 2%,” he said. Looking into the future, the central bank leader added that “restoring price stability will likely require maintaining a restrictive policy stance for some time. The historical record cautions strongly against prematurely loosening policy.”</p><p><b>To the point</b></p><p>The speech was unusually brief.</p><p>Whereas Fed leaders, including Powell, often have used the Jackson Hole symposium as an opportunity to outline broad policy shifts, Powell’s remarks Friday clocked in at just six pages. He introduced the speech by noting that his “remarks will be shorter, my focus narrower, and my message more direct.”</p><p>“Price stability is the responsibility of the Federal Reserve and serves as the bedrock of our economy,” he said. “Without price stability, the economy does not work for anyone.”</p><p>The Fed is using a lesson from the past as its guidepost for current policy.</p><p>Specifically, Powell said the inflation of 40 years ago provides the current Fed with three lessons: That central banks like the Fed are responsible for managing inflation, that expectations are critical, and that “we must keep at it until the job is done.”</p><p>Powell noted that the Fed’s failure to act forcefully in the 1970s caused a perpetuation of high inflation expectations that led to the draconian rate hikes of the early 1980s. In that case, then-Fed Chairman Paul Volcker pulled the economy into recession to tame inflation.</p><p>While stating repeatedly that he doesn’t think recession is an inevitable outcome for the U.S. economy, Powell noted that managing expectations is critical if the Fed is going to avoid a Volcker-like outcome.</p><p>In the early 1980s, “a lengthy period of very restrictive monetary policy was ultimately needed to stem the high inflation and start the process of getting inflation down to the low and stable levels that were the norm until the spring of last year,” Powell said. “Our aim is to avoid that outcome by acting with resolve now.”</p><p>One concept molding Powell’s thinking is the concept of “rational inattention.” Essentially, that means people pay less attention to inflation when it is low and more when it is high.</p><p>&#34;Of course, inflation has just about everyone&#39;s attention right now, which highlights a particular risk today: The longer the current bout of high inflation continues, the greater the chance that expectations of higher inflation will become entrenched,&#34; he said.</p><p>U.S. stocks tumble, Treasury yields rise as Powell reiterates Fed’s commitment to curbing inflation.</p><p><img src=\"https://static.tigerbbs.com/778d40aeaefca90b13d845038cc2e009\" tg-width=\"910\" tg-height=\"34\" width=\"100%\" height=\"auto\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Powell Warns of \"Some Pain\" Ahead As the Fed Fights to Bring Down Inflation</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\">\nPowell Warns of \"Some Pain\" Ahead As the Fed Fights to Bring Down Inflation\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-08-26 22:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Federal Reserve Chairman Jerome Powell delivered a stern commitment Friday to halting inflation, warning that he expects the central bank to continue raising interest rates in a way that will cause &#34;some pain&#34; to the U.S. economy.</p><p>In his much-anticipated annual policy speech at Jackson Hole, Wyoming, Powell affirmed that the Fed will &#34;use our tools forcefully&#34; to attack inflation that is still running near its highest level in more than 40 years.</p><p>Even with a series of four consecutive interest rate increases totaling 2.25 percentage points, Powell said this is &#34;no place to stop or pause&#34; even though benchmark rates are probably around an area considered neither stimulative nor restrictive on growth.</p><p>&#34;While higher interest rates, slower growth, and softer labor market conditions will bring down inflation, they will also bring some pain to households and businesses,&#34; he said in prepared remarks. &#34;These are the unfortunate costs of reducing inflation. But a failure to restore price stability would mean far greater pain.&#34;</p><p>The remarks come amid signs that inflation may have peaked but is not showing any marked signs of decline.</p><p>Two closely watched gauges, the consumer price index and the personal consumption expenditures price index,showed prices little changed in July, owing largely to a steep drop in energy costs.</p><p>At the same time, other areas of the economy are slowing. Housing in particular is falling off rapidly, and economists expect that the huge surge in hiring over the past year and a half is likely to cool.</p><p>However, Powell cautioned that the Fed&#39;s focus is broader than a month or two of data, and it will continue pushing ahead until inflation moves down closer to its 2% long-range goal.</p><p>“We are moving our policy stance purposefully to a level that will be sufficiently restrictive to return inflation to 2%,” he said. Looking into the future, the central bank leader added that “restoring price stability will likely require maintaining a restrictive policy stance for some time. The historical record cautions strongly against prematurely loosening policy.”</p><p><b>To the point</b></p><p>The speech was unusually brief.</p><p>Whereas Fed leaders, including Powell, often have used the Jackson Hole symposium as an opportunity to outline broad policy shifts, Powell’s remarks Friday clocked in at just six pages. He introduced the speech by noting that his “remarks will be shorter, my focus narrower, and my message more direct.”</p><p>“Price stability is the responsibility of the Federal Reserve and serves as the bedrock of our economy,” he said. “Without price stability, the economy does not work for anyone.”</p><p>The Fed is using a lesson from the past as its guidepost for current policy.</p><p>Specifically, Powell said the inflation of 40 years ago provides the current Fed with three lessons: That central banks like the Fed are responsible for managing inflation, that expectations are critical, and that “we must keep at it until the job is done.”</p><p>Powell noted that the Fed’s failure to act forcefully in the 1970s caused a perpetuation of high inflation expectations that led to the draconian rate hikes of the early 1980s. In that case, then-Fed Chairman Paul Volcker pulled the economy into recession to tame inflation.</p><p>While stating repeatedly that he doesn’t think recession is an inevitable outcome for the U.S. economy, Powell noted that managing expectations is critical if the Fed is going to avoid a Volcker-like outcome.</p><p>In the early 1980s, “a lengthy period of very restrictive monetary policy was ultimately needed to stem the high inflation and start the process of getting inflation down to the low and stable levels that were the norm until the spring of last year,” Powell said. “Our aim is to avoid that outcome by acting with resolve now.”</p><p>One concept molding Powell’s thinking is the concept of “rational inattention.” Essentially, that means people pay less attention to inflation when it is low and more when it is high.</p><p>&#34;Of course, inflation has just about everyone&#39;s attention right now, which highlights a particular risk today: The longer the current bout of high inflation continues, the greater the chance that expectations of higher inflation will become entrenched,&#34; he said.</p><p>U.S. stocks tumble, Treasury yields rise as Powell reiterates Fed’s commitment to curbing inflation.</p><p><img src=\"https://static.tigerbbs.com/778d40aeaefca90b13d845038cc2e009\" tg-width=\"910\" tg-height=\"34\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189921293","content_text":"Federal Reserve Chairman Jerome Powell delivered a stern commitment Friday to halting inflation, warning that he expects the central bank to continue raising interest rates in a way that will cause \"some pain\" to the U.S. economy.In his much-anticipated annual policy speech at Jackson Hole, Wyoming, Powell affirmed that the Fed will \"use our tools forcefully\" to attack inflation that is still running near its highest level in more than 40 years.Even with a series of four consecutive interest rate increases totaling 2.25 percentage points, Powell said this is \"no place to stop or pause\" even though benchmark rates are probably around an area considered neither stimulative nor restrictive on growth.\"While higher interest rates, slower growth, and softer labor market conditions will bring down inflation, they will also bring some pain to households and businesses,\" he said in prepared remarks. \"These are the unfortunate costs of reducing inflation. But a failure to restore price stability would mean far greater pain.\"The remarks come amid signs that inflation may have peaked but is not showing any marked signs of decline.Two closely watched gauges, the consumer price index and the personal consumption expenditures price index,showed prices little changed in July, owing largely to a steep drop in energy costs.At the same time, other areas of the economy are slowing. Housing in particular is falling off rapidly, and economists expect that the huge surge in hiring over the past year and a half is likely to cool.However, Powell cautioned that the Fed's focus is broader than a month or two of data, and it will continue pushing ahead until inflation moves down closer to its 2% long-range goal.“We are moving our policy stance purposefully to a level that will be sufficiently restrictive to return inflation to 2%,” he said. Looking into the future, the central bank leader added that “restoring price stability will likely require maintaining a restrictive policy stance for some time. The historical record cautions strongly against prematurely loosening policy.”To the pointThe speech was unusually brief.Whereas Fed leaders, including Powell, often have used the Jackson Hole symposium as an opportunity to outline broad policy shifts, Powell’s remarks Friday clocked in at just six pages. He introduced the speech by noting that his “remarks will be shorter, my focus narrower, and my message more direct.”“Price stability is the responsibility of the Federal Reserve and serves as the bedrock of our economy,” he said. “Without price stability, the economy does not work for anyone.”The Fed is using a lesson from the past as its guidepost for current policy.Specifically, Powell said the inflation of 40 years ago provides the current Fed with three lessons: That central banks like the Fed are responsible for managing inflation, that expectations are critical, and that “we must keep at it until the job is done.”Powell noted that the Fed’s failure to act forcefully in the 1970s caused a perpetuation of high inflation expectations that led to the draconian rate hikes of the early 1980s. In that case, then-Fed Chairman Paul Volcker pulled the economy into recession to tame inflation.While stating repeatedly that he doesn’t think recession is an inevitable outcome for the U.S. economy, Powell noted that managing expectations is critical if the Fed is going to avoid a Volcker-like outcome.In the early 1980s, “a lengthy period of very restrictive monetary policy was ultimately needed to stem the high inflation and start the process of getting inflation down to the low and stable levels that were the norm until the spring of last year,” Powell said. “Our aim is to avoid that outcome by acting with resolve now.”One concept molding Powell’s thinking is the concept of “rational inattention.” Essentially, that means people pay less attention to inflation when it is low and more when it is high.\"Of course, inflation has just about everyone's attention right now, which highlights a particular risk today: The longer the current bout of high inflation continues, the greater the chance that expectations of higher inflation will become entrenched,\" he said.U.S. stocks tumble, Treasury yields rise as Powell reiterates Fed’s commitment to curbing inflation.","news_type":1},"isVote":1,"tweetType":1,"viewCount":148,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3570648900006145","authorId":"3570648900006145","name":"Jkjustea","avatar":"https://static.tigerbbs.com/13ede8636aa19964235c8150bb8e0592","crmLevel":9,"crmLevelSwitch":1,"idStr":"3570648900006145","authorIdStr":"3570648900006145"},"content":"Gay lim spotted","text":"Gay lim spotted","html":"Gay lim spotted"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":383272597016832,"gmtCreate":1734604283085,"gmtModify":1734613639115,"author":{"id":"3580024367177542","authorId":"3580024367177542","name":"ISSEY1413","avatar":"https://static.tigerbbs.com/3aae359514ad4455bfc28cf62f608a5e","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3580024367177542","authorIdStr":"3580024367177542"},"themes":[],"title":"2025 Tiger Brokers Trade To Win","htmlText":"Find out more here:<a href=\"https://tigr.link/to?data=aHR0cHM6Ly9zZy5ldGFzcGhlcmUuY29tL2FjdGl2aXR5L21hcmtldC9zdG9jay1nYW1lLz9vcz1hbmRyb2lkJnV0bV9jYW1wYWlnbj0yMDI0MDcwMjE2NTQwNCZhZGNvZGU9MjAyNDA3MDIxNjU0MDQmdXRtX21lZGl1bT10aWdlcl9jb21tdW5pdHkmc2tpbj0xJmVkaXRpb249ZnVuZGFtZW50YWwmc2hhcmVJRD02NmJjZGE0MTQ2ODc4YjdmYjZlN2MyNDk0ZDEzYzM0ZiZwbGF0Zm9ybT1hbmRyb2lkJmZlYXR1cmU9TWUmb3JpZ2luYWxfbW9kdWxlPWg1X21hdGVyaWFsJmFjdGlvbklEPTExNThmNGZlZTA3YjE3ZjgwMDU0MzI2OTM4ODEyOWQ4Jmludml0ZT05M01LTzcmbGFuZz1lbl9VUyZ1dG1fc291cmNlPWludml0ZSMv\">2025 Tiger Brokers Trade To Win</a> Join my team now!&nbsp; Team name:&nbsp;Banker Tiger Assemble your team and seize victory!","listText":"Find out more here:<a href=\"https://tigr.link/to?data=aHR0cHM6Ly9zZy5ldGFzcGhlcmUuY29tL2FjdGl2aXR5L21hcmtldC9zdG9jay1nYW1lLz9vcz1hbmRyb2lkJnV0bV9jYW1wYWlnbj0yMDI0MDcwMjE2NTQwNCZhZGNvZGU9MjAyNDA3MDIxNjU0MDQmdXRtX21lZGl1bT10aWdlcl9jb21tdW5pdHkmc2tpbj0xJmVkaXRpb249ZnVuZGFtZW50YWwmc2hhcmVJRD02NmJjZGE0MTQ2ODc4YjdmYjZlN2MyNDk0ZDEzYzM0ZiZwbGF0Zm9ybT1hbmRyb2lkJmZlYXR1cmU9TWUmb3JpZ2luYWxfbW9kdWxlPWg1X21hdGVyaWFsJmFjdGlvbklEPTExNThmNGZlZTA3YjE3ZjgwMDU0MzI2OTM4ODEyOWQ4Jmludml0ZT05M01LTzcmbGFuZz1lbl9VUyZ1dG1fc291cmNlPWludml0ZSMv\">2025 Tiger Brokers Trade To Win</a> Join my team now!&nbsp; Team name:&nbsp;Banker Tiger Assemble your team and seize victory!","text":"Find out more here:2025 Tiger Brokers Trade To Win Join my team now! Team name: Banker Tiger Assemble your team and seize victory!","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/383272597016832","isVote":1,"tweetType":1,"viewCount":107,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9989243754,"gmtCreate":1666036326679,"gmtModify":1676537694287,"author":{"id":"3580024367177542","authorId":"3580024367177542","name":"ISSEY1413","avatar":"https://static.tigerbbs.com/3aae359514ad4455bfc28cf62f608a5e","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3580024367177542","authorIdStr":"3580024367177542"},"themes":[],"htmlText":"[Cool]&nbsp;[Cool]&nbsp;[Cool]&nbsp;[Cool]&nbsp;","listText":"[Cool]&nbsp;[Cool]&nbsp;[Cool]&nbsp;[Cool]&nbsp;","text":"[Cool] [Cool] [Cool] [Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":19,"repostSize":0,"link":"https://ttm.financial/post/9989243754","repostId":"2276507182","repostType":4,"repost":{"id":"2276507182","kind":"highlight","pubTimestamp":1666010393,"share":"https://ttm.financial/m/news/2276507182?lang=&edition=fundamental","pubTime":"2022-10-17 20:39","market":"us","language":"en","title":"Here's the FAANG Stock Wall Street Thinks Will Soar the Most Over the Next 12 Months","url":"https://stock-news.laohu8.com/highlight/detail?id=2276507182","media":"Motley Fool","summary":"If this company's big bet pays off, it could generate explosive gains over the long term.","content":"<html><head></head><body><p>It&#39;s been a rough year for many of the highest-flying stocks of the recent past. The list even includes quite a few of the biggest and most well-known names in the stock market.</p><p>All of the FAANG stocks have dropped significantly so far in 2022. But don&#39;t write them off yet. Analysts expect that four of the five stocks in the group will deliver strong gains in the not-too-distant future. Here&#39;s the FAANG stock that Wall Street thinks will soar the most over the next 12 months.</p><h2>Eliminating the contenders</h2><p>The five FAANG stocks are:</p><ul><li>Facebook, which is now <b>Meta Platforms</b></li><li><b>Amazon</b></li><li><b>Apple</b></li><li><b>Netflix</b> </li><li><b>Alphabet</b></li></ul><p>We can quickly scratch one of these stocks from the list of potentially big winners. The consensus Wall Street 12-month price target for Netflix is only 5% above the current share price.</p><p>Sure, there are plenty of investors who think that the TV streaming stock could be on the verge of a massive spike. However, even with Netflix&#39;s share price down more than 60% year to date, that sentiment apparently isn&#39;t shared uniformly across the analyst community.</p><p>Wall Street does appear to expect a strong performance over the next 12 months for Apple. The average analyst price target reflects an upside potential of nearly 31%. That&#39;s only enough to rank Apple in fourth place among the FAANG stocks for which Wall Street is most bullish, though.</p><p>Analysts continue to like Alphabet and Amazon as well. The consensus 12-month price targets for the two stocks are 45% and 54% above the current share prices, respectively.</p><h2>Crowning the (potential) champion</h2><p>The process of logical elimination allows us to crown Meta Platforms as the champion of Wall Street among the FAANG stocks. The average analyst 12-month price target for Meta reflects an upside potential of nearly 72%.</p><p>What do analysts like about this stock? A couple of things especially stand out.</p><p>First, Meta is currently the most beaten-down of the group this year (although it&#39;s running neck-and-neck with Netflix for the dubious distinction). Shares of the social media giant and metaverse pioneer have plunged more than 60%.</p><p>Second, Meta&#39;s valuation metrics look more attractive overall than the other FAANG stocks. Its shares trade at only 10.7 times expected earnings. This number is well below the forward earnings multiples of the other stocks. Meta&#39;s price-to-earnings-to-growth (PEG) ratio is around 1.5. That&#39;s second only to Alphabet&#39;s PEG ratio of 1.2.</p><h2>Is Wall Street right?</h2><p>We&#39;ll have to wait a while to find out whether or not Wall Street&#39;s optimism about Meta is warranted. The company certainly faces significant challenges.</p><p>Apple&#39;s privacy update for iOS continues to negatively affect Meta&#39;s advertising business. TikTok appears to be winning some teens away from Instagram. Meanwhile, Meta is investing billions of dollars each year in a metaverse bet that may or may not pay off.</p><p>However, some analysts see better days ahead. <b>Oppenheimer</b>&#39;s Jason Helfstein recently pointed out that Apple&#39;s forthcoming update of its ad software could provide a big tailwind for Meta. Apple is adding back some features that it previously took away.</p><p>Another analyst, Ronald Josey with <b>Citigroup</b>, likes the prospects for Reels -- a short-form video feature available on Facebook and Instagram. Meta Platforms CEO Mark Zuckerberg stated in the company&#39;s Q2 conference call that user engagement with Reels continues to increase sharply.</p><p>The biggest wild card for Meta is whether or not the metaverse takes off as the company expects it will. There&#39;s some reason for skepticism right now, especially considering that Meta&#39;s own employees don&#39;t seem all that excited about the metaverse.</p><p>But Meta just picked up a major vote of confidence in its metaverse vision from <b>Microsoft</b>. The software giant plans to integrate its workplace apps with Meta&#39;s Quest devices.</p><p>It&#39;s going to take more than 12 months to find out whether Meta&#39;s huge bet on the metaverse was a mistake or a brilliant move. If it&#39;s the latter, this FAANG stock will soar a lot more than what Wall Street is predicting for the near term.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Here's the FAANG Stock Wall Street Thinks Will Soar the Most Over the Next 12 Months</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHere's the FAANG Stock Wall Street Thinks Will Soar the Most Over the Next 12 Months\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-17 20:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/10/17/heres-the-faang-stock-wall-street-thinks-will-soar/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It's been a rough year for many of the highest-flying stocks of the recent past. The list even includes quite a few of the biggest and most well-known names in the stock market.All of the FAANG stocks...</p>\n\n<a href=\"https://www.fool.com/investing/2022/10/17/heres-the-faang-stock-wall-street-thinks-will-soar/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","BK4532":"文艺复兴科技持仓","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0312595415.SGD":"Schroder ISF Global Climate Change Equity A Acc SGD","AMZN":"亚马逊","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","BK4576":"AR","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","LU0061474960.USD":"天利环球焦点基金AU Acc","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","BK4525":"远程办公概念","LU1261432733.SGD":"Fidelity World A-ACC-SGD","AAPL":"苹果","BK4535":"淡马锡持仓","BK4577":"网络游戏","GOOGL":"谷歌A","BK4550":"红杉资本持仓","BK4579":"人工智能","LU1489326972.SGD":"First Eagle Amundi International AHS-MD SGD-H","NFLX":"奈飞","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","BK4551":"寇图资本持仓","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU1046421795.USD":"富达环球科技A-ACC","BK4505":"高瓴资本持仓","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU1548497426.USD":"安联环球人工智能AT Acc","SGXZ31699556.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"C\" (SGDHDG) ACC","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","SG9999018865.SGD":"United Global Quality Growth Fd Cl Dist SGD-H","LU0882574139.USD":"富达环球消费行业基金A ACC","BK4514":"搜索引擎","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","LU0528227936.USD":"富达环球人口趋势基金A-ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close"},"source_url":"https://www.fool.com/investing/2022/10/17/heres-the-faang-stock-wall-street-thinks-will-soar/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2276507182","content_text":"It's been a rough year for many of the highest-flying stocks of the recent past. The list even includes quite a few of the biggest and most well-known names in the stock market.All of the FAANG stocks have dropped significantly so far in 2022. But don't write them off yet. Analysts expect that four of the five stocks in the group will deliver strong gains in the not-too-distant future. Here's the FAANG stock that Wall Street thinks will soar the most over the next 12 months.Eliminating the contendersThe five FAANG stocks are:Facebook, which is now Meta PlatformsAmazonAppleNetflix AlphabetWe can quickly scratch one of these stocks from the list of potentially big winners. The consensus Wall Street 12-month price target for Netflix is only 5% above the current share price.Sure, there are plenty of investors who think that the TV streaming stock could be on the verge of a massive spike. However, even with Netflix's share price down more than 60% year to date, that sentiment apparently isn't shared uniformly across the analyst community.Wall Street does appear to expect a strong performance over the next 12 months for Apple. The average analyst price target reflects an upside potential of nearly 31%. That's only enough to rank Apple in fourth place among the FAANG stocks for which Wall Street is most bullish, though.Analysts continue to like Alphabet and Amazon as well. The consensus 12-month price targets for the two stocks are 45% and 54% above the current share prices, respectively.Crowning the (potential) championThe process of logical elimination allows us to crown Meta Platforms as the champion of Wall Street among the FAANG stocks. The average analyst 12-month price target for Meta reflects an upside potential of nearly 72%.What do analysts like about this stock? A couple of things especially stand out.First, Meta is currently the most beaten-down of the group this year (although it's running neck-and-neck with Netflix for the dubious distinction). Shares of the social media giant and metaverse pioneer have plunged more than 60%.Second, Meta's valuation metrics look more attractive overall than the other FAANG stocks. Its shares trade at only 10.7 times expected earnings. This number is well below the forward earnings multiples of the other stocks. Meta's price-to-earnings-to-growth (PEG) ratio is around 1.5. That's second only to Alphabet's PEG ratio of 1.2.Is Wall Street right?We'll have to wait a while to find out whether or not Wall Street's optimism about Meta is warranted. The company certainly faces significant challenges.Apple's privacy update for iOS continues to negatively affect Meta's advertising business. TikTok appears to be winning some teens away from Instagram. Meanwhile, Meta is investing billions of dollars each year in a metaverse bet that may or may not pay off.However, some analysts see better days ahead. Oppenheimer's Jason Helfstein recently pointed out that Apple's forthcoming update of its ad software could provide a big tailwind for Meta. Apple is adding back some features that it previously took away.Another analyst, Ronald Josey with Citigroup, likes the prospects for Reels -- a short-form video feature available on Facebook and Instagram. Meta Platforms CEO Mark Zuckerberg stated in the company's Q2 conference call that user engagement with Reels continues to increase sharply.The biggest wild card for Meta is whether or not the metaverse takes off as the company expects it will. There's some reason for skepticism right now, especially considering that Meta's own employees don't seem all that excited about the metaverse.But Meta just picked up a major vote of confidence in its metaverse vision from Microsoft. The software giant plans to integrate its workplace apps with Meta's Quest devices.It's going to take more than 12 months to find out whether Meta's huge bet on the metaverse was a mistake or a brilliant move. If it's the latter, this FAANG stock will soar a lot more than what Wall Street is predicting for the near term.","news_type":1},"isVote":1,"tweetType":1,"viewCount":229,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9918089795,"gmtCreate":1664285055817,"gmtModify":1676537425277,"author":{"id":"3580024367177542","authorId":"3580024367177542","name":"ISSEY1413","avatar":"https://static.tigerbbs.com/3aae359514ad4455bfc28cf62f608a5e","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3580024367177542","authorIdStr":"3580024367177542"},"themes":[],"htmlText":"Buy buy and buy","listText":"Buy buy and buy","text":"Buy buy and buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":17,"repostSize":0,"link":"https://ttm.financial/post/9918089795","repostId":"1122517851","repostType":2,"repost":{"id":"1122517851","kind":"news","pubTimestamp":1664283700,"share":"https://ttm.financial/m/news/1122517851?lang=&edition=fundamental","pubTime":"2022-09-27 21:01","market":"us","language":"en","title":"Meta Platforms Rises As RBC Says Concerns Over Reels \"Reaching Fever Pitch\"","url":"https://stock-news.laohu8.com/highlight/detail?id=1122517851","media":"Seeking Alpha","summary":"Meta Platforms shares rose on Tuesday as investment firm RBC Capital Markets said the concerns over ","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/META\">Meta Platforms</a> shares rose on Tuesday as investment firm RBC Capital Markets said the concerns over its Reels video product have reached a &#34;fever pitch&#34; and shares are still &#34;attractive on a risk-reward basis.</p><p>Analyst Brad Erickson, who has an outperform rating and a $190 price target on Meta Platforms (META) shares, noted that more usage is being shifted towards Reels, which do not monetize as well as other types of content on Facebook and Instagram. And while this may be a concern, any improvement in ad-targeting would outweigh any negativity associated with Reels.</p><p>&#34;While Reels&#39; apparent building headwinds are absolutely concerning, we&#39;ve remained positive on META as we leave the door open for near/medium-term ad targeting signal restoration as this would far outweigh the Reels headwinds and would likely re-rate the stock with &#39;23 buy-side [earnings per share estimates] now at/below $10/share,&#34; Erickson wrote in a note to clients.</p><p>Meta Platforms (META) shares gained 1.5% to $138.68 in premarket trading.</p><p>In addition to worries over ad targeting and increased usage of Reels, Meta Platforms (META) has dealt with macro headwinds, elevated investments in the metaverse with &#34;insufficient explanation&#34; and a &#34;myriad&#34; of environmental, social and governance concerns.</p><p>But it seems as if Reels is the primary point of concern. Recent data points point to a &#34;marginally negative picture&#34; for Reels itself as well as other short form video platforms, compared to better monetizing features, such as News Feed and Stories, Erickson pointed out.</p><p>A leaked memo from Instagram&#39;s Chief Executive Adam Mosseri recently revealed that Reels has &#34;bigger shortcomings&#34; when compared to TikTok, owned by China&#39;s ByteDance (BDNCE), and Google&#39;s (GOOG) (GOOGL) YouTube Shorts.</p><p>There have also been some third-party data points that have indicated &#34;marginal declines&#34; in user time spent, as well as some anecdotal grumblings about disgruntled creators and brands on both Facebook and Instagram.</p><p>And while the Reels headwind continues to be sizable, with Erickson estimating that every 100 basis point of user shift mix resulting in a 46 basis point headwind to revenue, it&#39;s likely that any improvement could wash away this &#34;low-single digit risk,&#34; perhaps as much as $1B in incremental revenue for every 100 to 150 basis point improvement in cost-per-action.</p><p>The analyst noted that recent ad agency checks did not find any improvements just yet, but an improvement in signal targeting would &#34;more than dwarf&#34; the headwinds from Reels and &#34;completely flip the share loss narrative&#34; Meta (META) has faced and likely drive a &#34;meaningful&#34; re-rating of the stock.</p><p>On Monday, Meta Platforms (META) said it was testing new methods for users to more easily switch between - and create new accounts - on Facebook and Instagram.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Meta Platforms Rises As RBC Says Concerns Over Reels \"Reaching Fever Pitch\"</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMeta Platforms Rises As RBC Says Concerns Over Reels \"Reaching Fever Pitch\"\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-27 21:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3886296-meta-platforms-rises-as-rbc-says-concerns-over-reels-reaching-fever-pitch><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Meta Platforms shares rose on Tuesday as investment firm RBC Capital Markets said the concerns over its Reels video product have reached a \"fever pitch\" and shares are still \"attractive on a risk-...</p>\n\n<a href=\"https://seekingalpha.com/news/3886296-meta-platforms-rises-as-rbc-says-concerns-over-reels-reaching-fever-pitch\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"META":"Meta Platforms, Inc."},"source_url":"https://seekingalpha.com/news/3886296-meta-platforms-rises-as-rbc-says-concerns-over-reels-reaching-fever-pitch","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122517851","content_text":"Meta Platforms shares rose on Tuesday as investment firm RBC Capital Markets said the concerns over its Reels video product have reached a \"fever pitch\" and shares are still \"attractive on a risk-reward basis.Analyst Brad Erickson, who has an outperform rating and a $190 price target on Meta Platforms (META) shares, noted that more usage is being shifted towards Reels, which do not monetize as well as other types of content on Facebook and Instagram. And while this may be a concern, any improvement in ad-targeting would outweigh any negativity associated with Reels.\"While Reels' apparent building headwinds are absolutely concerning, we've remained positive on META as we leave the door open for near/medium-term ad targeting signal restoration as this would far outweigh the Reels headwinds and would likely re-rate the stock with '23 buy-side [earnings per share estimates] now at/below $10/share,\" Erickson wrote in a note to clients.Meta Platforms (META) shares gained 1.5% to $138.68 in premarket trading.In addition to worries over ad targeting and increased usage of Reels, Meta Platforms (META) has dealt with macro headwinds, elevated investments in the metaverse with \"insufficient explanation\" and a \"myriad\" of environmental, social and governance concerns.But it seems as if Reels is the primary point of concern. Recent data points point to a \"marginally negative picture\" for Reels itself as well as other short form video platforms, compared to better monetizing features, such as News Feed and Stories, Erickson pointed out.A leaked memo from Instagram's Chief Executive Adam Mosseri recently revealed that Reels has \"bigger shortcomings\" when compared to TikTok, owned by China's ByteDance (BDNCE), and Google's (GOOG) (GOOGL) YouTube Shorts.There have also been some third-party data points that have indicated \"marginal declines\" in user time spent, as well as some anecdotal grumblings about disgruntled creators and brands on both Facebook and Instagram.And while the Reels headwind continues to be sizable, with Erickson estimating that every 100 basis point of user shift mix resulting in a 46 basis point headwind to revenue, it's likely that any improvement could wash away this \"low-single digit risk,\" perhaps as much as $1B in incremental revenue for every 100 to 150 basis point improvement in cost-per-action.The analyst noted that recent ad agency checks did not find any improvements just yet, but an improvement in signal targeting would \"more than dwarf\" the headwinds from Reels and \"completely flip the share loss narrative\" Meta (META) has faced and likely drive a \"meaningful\" re-rating of the stock.On Monday, Meta Platforms (META) said it was testing new methods for users to more easily switch between - and create new accounts - on Facebook and Instagram.","news_type":1},"isVote":1,"tweetType":1,"viewCount":318,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9998045700,"gmtCreate":1660909086502,"gmtModify":1676536421747,"author":{"id":"3580024367177542","authorId":"3580024367177542","name":"ISSEY1413","avatar":"https://static.tigerbbs.com/3aae359514ad4455bfc28cf62f608a5e","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3580024367177542","authorIdStr":"3580024367177542"},"themes":[],"htmlText":"[Cool]&nbsp;[Cool]&nbsp;[Cool]&nbsp;[Cool]&nbsp;[Cool]&nbsp;[Cool]&nbsp;","listText":"[Cool]&nbsp;[Cool]&nbsp;[Cool]&nbsp;[Cool]&nbsp;[Cool]&nbsp;[Cool]&nbsp;","text":"[Cool] [Cool] [Cool] [Cool] [Cool] [Cool]","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9998045700","repostId":"1142247584","repostType":2,"repost":{"id":"1142247584","kind":"news","pubTimestamp":1660908097,"share":"https://ttm.financial/m/news/1142247584?lang=&edition=fundamental","pubTime":"2022-08-19 19:21","market":"us","language":"en","title":"Alibaba: Investment Of The Decade As Expansion Drives Growth","url":"https://stock-news.laohu8.com/highlight/detail?id=1142247584","media":"seekingalpha","summary":"SummaryAlibaba Group has faced a volatile few years with regulatory crackdowns in both China and the","content":"<html><head></head><body><h2>Summary</h2><ul><li>Alibaba Group has faced a volatile few years with regulatory crackdowns in both China and the United States, but has found some stability as its core business remains unaffected.</li><li>With international expansion being the company&#39;s major revenue growth driver, I believe they will easily outperform current growth expectations, leading to a more stable company.</li><li>Their efforts to increase their per-user income on their merchant and commerce platforms is driving margin expansion, adding to my increasingly bullish stance.</li><li>I remain highly bullish on Alibaba and believe they will easily outperform if you&#39;re willing to take on the risks for the next 5 to 10 years.</li></ul><p><img src=\"https://static.tigerbbs.com/99fd8bfbb6e746ad97e8ae396d55f7fb\" tg-width=\"750\" tg-height=\"500\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Alibaba (NYSE:BABA) and its share price have been in a whirlwind environment as Chinese regulatory authorities began cracking down on technology companies and potential growth disruptors emerged. About a year later, there have been signs that this crackdownis easing as regulatory agencies took a step back and are now focusing on companies who are violating specific business practices, which Alibaba, for the most part, does not partake in.</p><p>However, after the company&#39;s share price stabilized, US regulatory authorities began evaluating Chinese owned companies which were listed in the United States on US-based exchanges for possible delisting. This sent the company&#39;s share price back down towards the levels it was at during the Chinese crackdown. As no material changes to its structure or its growth prospects took place over the course of this event, I continue to believe in the company&#39;s resiliency and that current valuations present a unique investment opportunity for folks who are patient and can wait through a lot of high-profile noise which is nearly certain to emerge as the world&#39;s two economic superpowers collide.</p><p>Overall, there are certainly risks associated with this investment and any investment in a company which is under scrutiny and potential delisting, but for me - the reward is easily worth the risk at this point in time.</p><p>Here are the reasons why.</p><h2>Revenue Growth Is Steady</h2><p>Alibaba has so many revenue streams and programs that it would take several articles to go through them all, as their650 page 20-F(foreign company version of 10K) shows. But there are several revenue streams of theirs which I believe constitute an outsized portion of their growth prospects. Let&#39;s zero in.</p><p>The first one is their<b>cloud business</b>. While cloud computing is continuing to replace a significant portion of the worlds standard IT infrastructure, the company is focused on not only maximizing their cloud business in the People&#39;s Republic of China but also looking at international markets, particularly in Eastern Asia and the Asia-Pacific region as a whole, to continue and grow this business. Getting in the door early in a lot of these other countries, before they fully become a developed nation status and garner outside investments, is key to maintaining a long term presence.</p><p>The company also has another advantage, similar to Amazon (AMZN) in the United States - their cloud margins are so large that they use those profits to subsidize other expansion opportunities like their retail and commerce business expansion. Another plus is that since their margins are so large after all the infrastructure investment they put in, they have a much lower potential price point than other competitors in the Asia-Pacific region and can win cloud contracts which will aid their overall expansion efforts.</p><p>The second part is the <b>retail and commerce business</b>. I realize that these 2 business segments amount to a majority of their revenues, but they also amount to the largest portion of their expansion potential. Allowing merchants in other Asia-Pacific region nations to seamlessly sell their products and run their small businesses across the region and the world is a huge plus and as these nations become more and more of economic powerhouses, the company is set to reap the benefits of these early investments.</p><p>The company has been investing in deploying resources and building infrastructure in other regions across the world, as well as partnering with local tech and retail companies to provide their services. This, I believe, will be a big part of enabling their continued high-pace growth, even as they&#39;ve begun to saturate in the People&#39;s Republic of China with their commerce platform.</p><h2>What It Means For 2030(ish)</h2><p>Alibaba Group, according toanalyst estimates aggregated by Seeking Alpha, is projected to report revenues which are higher by about 63% by 2028, rising from $134 billion, the projected figure for this upcoming year, to just shy of $218 billion.</p><p>This represents a CAGR (compound annual growth rate) of 10.2% over the next 5 years when it comes to the company&#39;s revenues. Translating that to earnings shows how the company&#39;s investment are going to pay off, while they continue to work on expanding their per-user revenues which drives profits.</p><p>Over the same time period, the company is projected to report a 94% bump in EPS, rising from a projected $7.34 in the upcoming fiscal year to $14.29 in 2028. This represent a CAGR of 14.2% over the next 5 years.</p><p>There are a few reasons for this, with the most important one being margin expansion.</p><h2>Margins Expected To Increase</h2><p>Even though the company has already admitted that their user base, comprised of over 1 billion monthly average users in the People&#39;s Republic of China, is relatively saturated - they&#39;re working on expanding the per-wallet revenue, which translated to higher profits as costs for those users are already accounted for in most scenarios across their commerce platforms.</p><p>These are two of the main reasons I believe the company is set to outperform these expectations - I don&#39;t believe that analysts consensus, linked earlier, fully account for the company&#39;s international expansion efforts and that an increased revenue base may mean that short term margins will contract - the longer term margins are set to outperform as revenues increase and thus long term growth is set to outperform.</p><p>This means that a company which is currently expected to report higher margins, as evident by the higher CAGR in earnings vs revenues, is expected to, I believe, report faster growing earnings per share figures starting 2 to 3 years from now due to their international expansion efforts. This means that they are highly likely to outperform the historical annual market performance of roughly 10%. There&#39;s also another benefit I believe other companies with higher debt loads are going to begin to face which Alibaba will not.</p><h2>Interest Expense Control</h2><p>As interest rates continue to rise all around the world, Alibaba is using their cash pile to control the increase of debt and refinance their existing debt to lower overall interest expense. Even though the company&#39;s overall debt payments and interest expense are almost negligible relative to their income, the focus on this now can potentially save them several billions of dollars a year over the next decade, which can be used to increase shareholder value and help them compete for new users in new international markets.</p><p>After peaking in 2018 with the company paying $612 million a year in interest expense, they&#39;ve seen a steady reduction every year since and now pay $504 million a year in interest expense.</p><p>From 2020 to 2021, the company took on a nice new chunk of debt, rising from just shy of $17 billion to about $20.7 billion. Since then, it has remained relatively steady as they currently have about $20.6 billion in long term debt. They&#39;ve refinanced some of that debt and worked to raise money in more friendly means to avoid the rising interest rate environment.</p><p>As the company has a significant cash pile, I believe they can continue and work to reduce their debt pile to help with valuation, but given the low overall interest rate they pay, it&#39;s not as much of a priority, as long as it doesn&#39;t substantially increase.</p><h2>Valuation vs Expectations</h2><p>Currently, the company is trading at about 7x to 12x forward earnings, depending on how far out you go. Given that I believe that international expansion may keep margins at currently projected levels, I am opting to look at revenue multiples for the next 5 years to find an adequate valuation.</p><p>Comparing the company to Amazon is the most obvious choice given the similarity of their business structures and segments. Amazon is currently trading at about 2.8x forward sales for the upcoming year and 1.5x forward sales for 2028 projected sales. The companies have more or less a similar revenue growth rate projection but Alibaba is trading at a significantly lower multiple.</p><table><tbody><tr><td>2023</td><td>2024</td><td>2025</td><td>2026</td><td>2027</td><td>2028</td></tr><tr><td>Alibaba</td><td>+5.9%</td><td>+13.6%</td><td>+11.5%</td><td>+10.7%</td><td>+7.2%</td><td>+8.4%</td></tr><tr><td>1.8x</td><td>1.6x</td><td>1.4x</td><td>1.3x</td><td>1.2x</td><td>1.1x</td></tr><tr><td>Amazon</td><td>+11.2%</td><td>+15.4%</td><td>+14.6%</td><td>+12.3%</td><td>+13.4%</td><td>+12.7%</td></tr><tr><td>2.8x</td><td>2.4x</td><td>2.1x</td><td>1.9x</td><td>1.7x</td><td>1.5x</td></tr></tbody></table><p>(Source: Seeking Alpha Aggregate - Analyst Projections -BABA&amp;AMZN)</p><p>An easier way to look at it is the percentage of Alibaba&#39;s growth relative to Amazon&#39;s, which although it shows that certain years may be comparable, most are not and thus Alibaba, under current projections, should be trading higher.</p><table><tbody><tr><td>2023</td><td>2024</td><td>2025</td><td>2026</td><td>2027</td><td>2028</td></tr><tr><td>Growth</td><td>52.7%</td><td>88.3%</td><td>78.8%</td><td>89.0%</td><td>53.7%</td><td>66.1%</td></tr><tr><td>Multiple</td><td>64.3%</td><td>66.7%</td><td>66.7%</td><td>68.4%</td><td>70.6%</td><td>73.3%</td></tr></tbody></table><h2>Conclusion - Cheap &amp; Valuable</h2><p>Given that the aforementioned comparison to Amazon concludes that under their current projections, Alibaba is set to spend the upcoming year slightly overvalued relative to Amazon, it will spend the following 3 at a significantly lower one. This is before my expected outperformance when it comes to international expansion efforts alongside their margin expansion from working to increase their per-user revenue streams.</p><p>The later out projections are still there, but that&#39;s where I expect Alibaba to do their best once their international margins expand towards their domestic ones. I believe that by 2028, the company will be outperforming their current revenue expectations by about 20% and current earnings per share expectations by about 15%, representing a potential 13% annual rise in revenues and 16% rise in EPS over the following 5 years of the company&#39;s growth plan.</p><p>This, I believe, will easily outperform the broader market and offer investors a decent exposure to several fast growing markets in a region of the world which is becoming increasingly difficult to get without restrictions.</p><p>This investment does not come without risks, especially of delisting, but other excellent Seeking Alpha contributors have dissected the prospects of delisting and I won&#39;t bore you with repeating them here for the 10th time.</p><p>I remain highly bullish on Alibaba and have been and will continue to, add to my position over the course of the next few weeks if the share price remains where it is now.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba: Investment Of The Decade As Expansion Drives Growth\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-19 19:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4535620-alibaba-investment-of-the-decade-as-expansion-drives-growth><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAlibaba Group has faced a volatile few years with regulatory crackdowns in both China and the United States, but has found some stability as its core business remains unaffected.With ...</p>\n\n<a href=\"https://seekingalpha.com/article/4535620-alibaba-investment-of-the-decade-as-expansion-drives-growth\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4535620-alibaba-investment-of-the-decade-as-expansion-drives-growth","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1142247584","content_text":"SummaryAlibaba Group has faced a volatile few years with regulatory crackdowns in both China and the United States, but has found some stability as its core business remains unaffected.With international expansion being the company's major revenue growth driver, I believe they will easily outperform current growth expectations, leading to a more stable company.Their efforts to increase their per-user income on their merchant and commerce platforms is driving margin expansion, adding to my increasingly bullish stance.I remain highly bullish on Alibaba and believe they will easily outperform if you're willing to take on the risks for the next 5 to 10 years.Alibaba (NYSE:BABA) and its share price have been in a whirlwind environment as Chinese regulatory authorities began cracking down on technology companies and potential growth disruptors emerged. About a year later, there have been signs that this crackdownis easing as regulatory agencies took a step back and are now focusing on companies who are violating specific business practices, which Alibaba, for the most part, does not partake in.However, after the company's share price stabilized, US regulatory authorities began evaluating Chinese owned companies which were listed in the United States on US-based exchanges for possible delisting. This sent the company's share price back down towards the levels it was at during the Chinese crackdown. As no material changes to its structure or its growth prospects took place over the course of this event, I continue to believe in the company's resiliency and that current valuations present a unique investment opportunity for folks who are patient and can wait through a lot of high-profile noise which is nearly certain to emerge as the world's two economic superpowers collide.Overall, there are certainly risks associated with this investment and any investment in a company which is under scrutiny and potential delisting, but for me - the reward is easily worth the risk at this point in time.Here are the reasons why.Revenue Growth Is SteadyAlibaba has so many revenue streams and programs that it would take several articles to go through them all, as their650 page 20-F(foreign company version of 10K) shows. But there are several revenue streams of theirs which I believe constitute an outsized portion of their growth prospects. Let's zero in.The first one is theircloud business. While cloud computing is continuing to replace a significant portion of the worlds standard IT infrastructure, the company is focused on not only maximizing their cloud business in the People's Republic of China but also looking at international markets, particularly in Eastern Asia and the Asia-Pacific region as a whole, to continue and grow this business. Getting in the door early in a lot of these other countries, before they fully become a developed nation status and garner outside investments, is key to maintaining a long term presence.The company also has another advantage, similar to Amazon (AMZN) in the United States - their cloud margins are so large that they use those profits to subsidize other expansion opportunities like their retail and commerce business expansion. Another plus is that since their margins are so large after all the infrastructure investment they put in, they have a much lower potential price point than other competitors in the Asia-Pacific region and can win cloud contracts which will aid their overall expansion efforts.The second part is the retail and commerce business. I realize that these 2 business segments amount to a majority of their revenues, but they also amount to the largest portion of their expansion potential. Allowing merchants in other Asia-Pacific region nations to seamlessly sell their products and run their small businesses across the region and the world is a huge plus and as these nations become more and more of economic powerhouses, the company is set to reap the benefits of these early investments.The company has been investing in deploying resources and building infrastructure in other regions across the world, as well as partnering with local tech and retail companies to provide their services. This, I believe, will be a big part of enabling their continued high-pace growth, even as they've begun to saturate in the People's Republic of China with their commerce platform.What It Means For 2030(ish)Alibaba Group, according toanalyst estimates aggregated by Seeking Alpha, is projected to report revenues which are higher by about 63% by 2028, rising from $134 billion, the projected figure for this upcoming year, to just shy of $218 billion.This represents a CAGR (compound annual growth rate) of 10.2% over the next 5 years when it comes to the company's revenues. Translating that to earnings shows how the company's investment are going to pay off, while they continue to work on expanding their per-user revenues which drives profits.Over the same time period, the company is projected to report a 94% bump in EPS, rising from a projected $7.34 in the upcoming fiscal year to $14.29 in 2028. This represent a CAGR of 14.2% over the next 5 years.There are a few reasons for this, with the most important one being margin expansion.Margins Expected To IncreaseEven though the company has already admitted that their user base, comprised of over 1 billion monthly average users in the People's Republic of China, is relatively saturated - they're working on expanding the per-wallet revenue, which translated to higher profits as costs for those users are already accounted for in most scenarios across their commerce platforms.These are two of the main reasons I believe the company is set to outperform these expectations - I don't believe that analysts consensus, linked earlier, fully account for the company's international expansion efforts and that an increased revenue base may mean that short term margins will contract - the longer term margins are set to outperform as revenues increase and thus long term growth is set to outperform.This means that a company which is currently expected to report higher margins, as evident by the higher CAGR in earnings vs revenues, is expected to, I believe, report faster growing earnings per share figures starting 2 to 3 years from now due to their international expansion efforts. This means that they are highly likely to outperform the historical annual market performance of roughly 10%. There's also another benefit I believe other companies with higher debt loads are going to begin to face which Alibaba will not.Interest Expense ControlAs interest rates continue to rise all around the world, Alibaba is using their cash pile to control the increase of debt and refinance their existing debt to lower overall interest expense. Even though the company's overall debt payments and interest expense are almost negligible relative to their income, the focus on this now can potentially save them several billions of dollars a year over the next decade, which can be used to increase shareholder value and help them compete for new users in new international markets.After peaking in 2018 with the company paying $612 million a year in interest expense, they've seen a steady reduction every year since and now pay $504 million a year in interest expense.From 2020 to 2021, the company took on a nice new chunk of debt, rising from just shy of $17 billion to about $20.7 billion. Since then, it has remained relatively steady as they currently have about $20.6 billion in long term debt. They've refinanced some of that debt and worked to raise money in more friendly means to avoid the rising interest rate environment.As the company has a significant cash pile, I believe they can continue and work to reduce their debt pile to help with valuation, but given the low overall interest rate they pay, it's not as much of a priority, as long as it doesn't substantially increase.Valuation vs ExpectationsCurrently, the company is trading at about 7x to 12x forward earnings, depending on how far out you go. Given that I believe that international expansion may keep margins at currently projected levels, I am opting to look at revenue multiples for the next 5 years to find an adequate valuation.Comparing the company to Amazon is the most obvious choice given the similarity of their business structures and segments. Amazon is currently trading at about 2.8x forward sales for the upcoming year and 1.5x forward sales for 2028 projected sales. The companies have more or less a similar revenue growth rate projection but Alibaba is trading at a significantly lower multiple.202320242025202620272028Alibaba+5.9%+13.6%+11.5%+10.7%+7.2%+8.4%1.8x1.6x1.4x1.3x1.2x1.1xAmazon+11.2%+15.4%+14.6%+12.3%+13.4%+12.7%2.8x2.4x2.1x1.9x1.7x1.5x(Source: Seeking Alpha Aggregate - Analyst Projections -BABA&AMZN)An easier way to look at it is the percentage of Alibaba's growth relative to Amazon's, which although it shows that certain years may be comparable, most are not and thus Alibaba, under current projections, should be trading higher.202320242025202620272028Growth52.7%88.3%78.8%89.0%53.7%66.1%Multiple64.3%66.7%66.7%68.4%70.6%73.3%Conclusion - Cheap & ValuableGiven that the aforementioned comparison to Amazon concludes that under their current projections, Alibaba is set to spend the upcoming year slightly overvalued relative to Amazon, it will spend the following 3 at a significantly lower one. This is before my expected outperformance when it comes to international expansion efforts alongside their margin expansion from working to increase their per-user revenue streams.The later out projections are still there, but that's where I expect Alibaba to do their best once their international margins expand towards their domestic ones. I believe that by 2028, the company will be outperforming their current revenue expectations by about 20% and current earnings per share expectations by about 15%, representing a potential 13% annual rise in revenues and 16% rise in EPS over the following 5 years of the company's growth plan.This, I believe, will easily outperform the broader market and offer investors a decent exposure to several fast growing markets in a region of the world which is becoming increasingly difficult to get without restrictions.This investment does not come without risks, especially of delisting, but other excellent Seeking Alpha contributors have dissected the prospects of delisting and I won't bore you with repeating them here for the 10th time.I remain highly bullish on Alibaba and have been and will continue to, add to my position over the course of the next few weeks if the share price remains where it is now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":172,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3580024367177542","authorId":"3580024367177542","name":"ISSEY1413","avatar":"https://static.tigerbbs.com/3aae359514ad4455bfc28cf62f608a5e","crmLevel":7,"crmLevelSwitch":1,"idStr":"3580024367177542","authorIdStr":"3580024367177542"},"content":"[Happy] [Happy]","text":"[Happy] [Happy]","html":"[Happy] [Happy]"}],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}