Yunnn personal page - To The Moon

Yunnn

Yunnn

Singapore boleh

157Follow

291Followers

1Topic

0Badge

06-09

$NVIDIA Corp(NVDA)$ looking forward to the stock split

03-11

Is it still worth opening a position at this point? lol

4 Singapore REITs with Dividend Yields Higher Than Your CPF Ordinary Account

2023-12-27

$Advanced Micro Devices(AMD)$

2023-12-27

$Apple(AAPL)$ It won't affect much on their overall sales. Besides they have most times delivered on shareholder value.

2023-12-07

Buy

AMD Stock: After AI Chip Debut, Should You Buy, Sell, or Hold?

2023-12-07

$Advanced Micro Devices(AMD)$

2023-09-20

$Advanced Micro Devices(AMD)$ Buy buy buy

2023-08-30

$NVIDIA Corp(NVDA)$ 🚀

2023-08-30

$Advanced Micro Devices(AMD)$

2023-05-09

$NVIDIA Corp(NVDA)$ Finally seeing some recovery

2023-02-24

Still burning money

Grab Holdings: The Super App With Untapped Potential For Long-Term Growth

2023-01-31

$Apple(AAPL)$ [Miser]

2023-01-31

🙄🙄🙄

Tesla Stock Fell 1.5% in Premarket Trading

2023-01-26

$SINGAPORE EXCHANGE LIMITED(S68.SI)$

2023-01-25

$SINGAPORE EXCHANGE LIMITED(S68.SI)$ Rally!!!

2023-01-20

$SINGAPORE EXCHANGE LIMITED(S68.SI)$ Up up and away! To the moon! 🚀

2023-01-17

Love Apple and AMD

Better Growth Stock in 2023: Apple vs. AMD

2023-01-17

When is a good entry point for ST and cap land investment?

Have S$20,000? 4 Singapore Blue-Chip Stocks to Consider for Your Portfolio

2023-01-10

You really never know when is a discount coming

Tesla Delivery Time Is Longer on Some China Models After Discounts

2023-01-09

Pls go high!!

Singapore Shares Expected To Bounce Higher Again On Monday

Go to Tiger App to see more news

{"i18n":{"language":"en_US"},"userPageInfo":{"id":"3580111995316077","uuid":"3580111995316077","gmtCreate":1617017971063,"gmtModify":1684121359640,"name":"Yunnn","pinyin":"yunnn","introduction":"","introductionEn":"","signature":"Singapore boleh","avatar":"https://community-static.tradeup.com/news/69a997f43c1ae1ab1328730154099e96","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":291,"headSize":157,"tweetSize":230,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":3,"name":"书生虎","nameTw":"書生虎","represent":"努力向上","factor":"发布10条非转发主帖,其中5条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":1,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":1,"symbols":null,"coverImage":null,"realNameVerified":"success","userBadges":[{"badgeId":"1026c425416b44e0aac28c11a0848493-2","templateUuid":"1026c425416b44e0aac28c11a0848493","name":"Senior Tiger","description":"Join the tiger community for 1000 days","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.12.25","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"972123088c9646f7b6091ae0662215be-1","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Elite Trader","description":"Total number of securities or futures transactions reached 30","bigImgUrl":"https://static.tigerbbs.com/ab0f87127c854ce3191a752d57b46edc","smallImgUrl":"https://static.tigerbbs.com/c9835ce48b8c8743566d344ac7a7ba8c","grayImgUrl":"https://static.tigerbbs.com/76754b53ce7a90019f132c1d2fbc698f","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.29","exceedPercentage":"60.52%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"7a9f168ff73447fe856ed6c938b61789-1","templateUuid":"7a9f168ff73447fe856ed6c938b61789","name":"Knowledgeable Investor","description":"Traded more than 10 stocks","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":4,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":3,"crmLevelSwitch":0,"location":null,"starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":314837511417992,"gmtCreate":1717896078698,"gmtModify":1717896083654,"author":{"id":"3580111995316077","authorId":"3580111995316077","name":"Yunnn","avatar":"https://community-static.tradeup.com/news/69a997f43c1ae1ab1328730154099e96","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580111995316077","authorIdStr":"3580111995316077"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a> looking forward to the stock split&nbsp;","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a> looking forward to the stock split&nbsp;","text":"$NVIDIA Corp(NVDA)$ looking forward to the stock split","images":[{"img":"https://community-static.tradeup.com/news/cb2c75a3a17718d1d79ee3171f8cd86e","width":"1092","height":"1717"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/314837511417992","isVote":1,"tweetType":1,"viewCount":281,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":283021810733120,"gmtCreate":1710123063761,"gmtModify":1710123067478,"author":{"id":"3580111995316077","authorId":"3580111995316077","name":"Yunnn","avatar":"https://community-static.tradeup.com/news/69a997f43c1ae1ab1328730154099e96","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580111995316077","authorIdStr":"3580111995316077"},"themes":[],"htmlText":"Is it still worth opening a position at this point? lol&nbsp;","listText":"Is it still worth opening a position at this point? lol&nbsp;","text":"Is it still worth opening a position at this point? lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/283021810733120","repostId":"2418069825","repostType":2,"repost":{"id":"2418069825","pubTimestamp":1710121442,"share":"https://ttm.financial/m/news/2418069825?lang=&edition=fundamental","pubTime":"2024-03-11 09:44","market":"sg","language":"en","title":"4 Singapore REITs with Dividend Yields Higher Than Your CPF Ordinary Account","url":"https://stock-news.laohu8.com/highlight/detail?id=2418069825","media":"The Smart Investor","summary":"We feature four interesting REITs that sport higher dividend yields than what the CPF OA is offering.","content":"<html><head></head><body><p>Singapore’s Central Provident Fund (CPF) scheme is an effective way to slowly grow your retirement funds.</p><p>However, the CPF Ordinary Account (OA), which can be used for share investments, real estate and education, enjoys an interest rate of just 2.5%.</p><p>Investors have the option to invest their OA monies to attain better returns than the current risk-free rate.</p><p>A good asset class for dividends is REITs, which are well-known for paying out a steady and dependable distribution.</p><p>Here are four Singapore REITs with distribution yields that exceed 2.5%.</p><h2 id=\"id_3483420171\"><a href=\"https://laohu8.com/S/M44U.SI\">Mapletree Logistics Trust</a></h2><p>Mapletree Logistics Trust, or MLT, is an industrial REIT with a portfolio of 187 properties spread across eight countries.</p><p>Assets under management (AUM) stood at S$13.3 billion as of 31 December 2023.</p><p>For the first nine months of fiscal 2024 (9M FY2024) ending 31 December 2023, MLT reported a mixed financial performance.</p><p>Gross revenue inched up 0.2% year on year to S$552.9 million but net property income (NPI) dipped by 0.2% year on year to S$479.6 million.</p><p>Distribution per unit, however, increased by 0.7% year on year to S$0.06792.</p><p>Based on the annualised DPU of S$0.09056, MLT’s units offer a prospective distribution yield of 6.2%.</p><p>The logistics REIT boasts a high portfolio occupancy rate of 95.9% as of the end of 2023.</p><p>Rental reversion also came in positive at 3.8% for the quarter.</p><p>MLT has announced a total of S$900 million of acquisitions year-to-date and is also working on an asset enhancement project at 51 Benoi Road in Singapore that is slated for completion in 1Q 2025.</p><h2 id=\"id_3425890939\">CapitaLand Integrated Commercial Trust (SGX: C38U)</h2><p>CapitaLand Integrated Commercial Trust, or CICT, is a retail and commercial REIT with a portfolio of 21 properties in Singapore, two in Germany, and three in Australia.</p><p>The REIT’s total AUM stood at S$24.5 billion as of 31 December 2023.</p><p>2023 saw CICT deliver an admirable financial performance with both revenue and DPU heading higher.</p><p>Gross revenue rose 8.2% year on year to S$1.6 billion while NPI increased 7% year on year to S$1.1 billion.</p><p>DPU edged up 1.6% year on year to S$0.1075, giving CICT’s units a trailing distribution yield of 5.6%.</p><p>The retail and commercial REIT’s portfolio stood strong with a committed portfolio occupancy of 97.3%.</p><p>Both the retail and commercial components enjoyed positive rental reversion of 8.5% and 9%, respectively, for 2023.</p><p>CICT’s retail portfolio also saw tenant sales inch up 1.8% year on year and shopper traffic jump 8.6% year on year.</p><p>The portfolio’s valuation crept up 1.2% year on year, attesting to the strength of demand for CICT’s stable of properties.</p><h2 id=\"id_2630212414\"><a href=\"https://laohu8.com/S/C2PU.SI\">Parkway Life REIT</a></h2><p>Parkway Life REIT is a healthcare REIT with a portfolio of 63 properties.</p><p>These comprise three hospitals in Singapore, 59 nursing homes in Japan, and strata-titled lots/units in a specialist clinic in Malaysia.</p><p>All these assets have a combined value of around S$2.23 billion as of 31 December 2023.</p><p>2023 saw continued growth for Parkway Life REIT’s revenue and DPU.</p><p>Revenue rose 13.5% year on year to S$147.5 million while NPI increased by 14.1% year on year to S$139.1 million.</p><p>DPU improved by 2.7% year on year to S$0.1477, giving the healthcare REIT’s units a trailing distribution yield of 4.2%.</p><p>Parkway Life REIT has reported an unbroken track record of increasing core DPU since 2007.</p><p>The REIT intends to build a strategic long-term partnership with a local operator to identify assets for purchase.</p><p>It will also focus on rebalancing and optimising its portfolio.</p><p>With a gearing of 35.6% and a very low all-in cost of debt of just 1.27%, the healthcare REIT stands in good stead to carry out more yield-accretive acquisitions.</p><h2 id=\"id_359758474\"><a href=\"https://laohu8.com/S/J69U.SI\">Frasers Centrepoint Trust</a></h2><p>Frasers Centrepoint Trust, or FCT, is a retail REIT with a portfolio of 10 retail suburban malls and an office building.</p><p>Its portfolio is worth around S$6.9 billion as of 25 October 2023.</p><p>FCT’s gross revenue rose 3.6% year on year to S$369.7 million for the fiscal year ending 30 September 2023.</p><p>NPI increased by 2.7% year on year to S$265.6 million.</p><p>DPU, however, slipped slightly by 0.6% year on year to S$0.1215.</p><p>Based on the unit price of S$2.18, FCT’s units offer a trailing distribution yield of 5.6%.</p><p>The REIT recently released its first quarter fiscal 2024 (1Q FY2024) business update featuring strong operating metrics.</p><p>Retail committed portfolio occupancy came in at 99.9% as of 31 December 2023.</p><p>Tenant sales for 1Q FY2024 increased by 3.1% year on year while tenant sales would have improved by 1.1% year on year when adjusted for tenants under renovation.</p></body></html>","source":"thesmartinvestor_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>4 Singapore REITs with Dividend Yields Higher Than Your CPF Ordinary Account</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\">\n4 Singapore REITs with Dividend Yields Higher Than Your CPF Ordinary Account\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-11 09:44 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://thesmartinvestor.com.sg/4-singapore-reits-with-dividend-yields-higher-than-your-cpf-ordinary-account/><strong>The Smart Investor</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Singapore’s Central Provident Fund (CPF) scheme is an effective way to slowly grow your retirement funds.However, the CPF Ordinary Account (OA), which can be used for share investments, real estate ...</p>\n\n<a href=\"https://thesmartinvestor.com.sg/4-singapore-reits-with-dividend-yields-higher-than-your-cpf-ordinary-account/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"M44U.SI":"丰树物流信托","C2PU.SI":"百汇生命产业信托","C38U.SI":"凯德商用新加坡信托","CFA.SI":"NikkoAM-STC Asia REIT","J69U.SI":"星狮地产信托"},"source_url":"https://thesmartinvestor.com.sg/4-singapore-reits-with-dividend-yields-higher-than-your-cpf-ordinary-account/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2418069825","content_text":"Singapore’s Central Provident Fund (CPF) scheme is an effective way to slowly grow your retirement funds.However, the CPF Ordinary Account (OA), which can be used for share investments, real estate and education, enjoys an interest rate of just 2.5%.Investors have the option to invest their OA monies to attain better returns than the current risk-free rate.A good asset class for dividends is REITs, which are well-known for paying out a steady and dependable distribution.Here are four Singapore REITs with distribution yields that exceed 2.5%.Mapletree Logistics TrustMapletree Logistics Trust, or MLT, is an industrial REIT with a portfolio of 187 properties spread across eight countries.Assets under management (AUM) stood at S$13.3 billion as of 31 December 2023.For the first nine months of fiscal 2024 (9M FY2024) ending 31 December 2023, MLT reported a mixed financial performance.Gross revenue inched up 0.2% year on year to S$552.9 million but net property income (NPI) dipped by 0.2% year on year to S$479.6 million.Distribution per unit, however, increased by 0.7% year on year to S$0.06792.Based on the annualised DPU of S$0.09056, MLT’s units offer a prospective distribution yield of 6.2%.The logistics REIT boasts a high portfolio occupancy rate of 95.9% as of the end of 2023.Rental reversion also came in positive at 3.8% for the quarter.MLT has announced a total of S$900 million of acquisitions year-to-date and is also working on an asset enhancement project at 51 Benoi Road in Singapore that is slated for completion in 1Q 2025.CapitaLand Integrated Commercial Trust (SGX: C38U)CapitaLand Integrated Commercial Trust, or CICT, is a retail and commercial REIT with a portfolio of 21 properties in Singapore, two in Germany, and three in Australia.The REIT’s total AUM stood at S$24.5 billion as of 31 December 2023.2023 saw CICT deliver an admirable financial performance with both revenue and DPU heading higher.Gross revenue rose 8.2% year on year to S$1.6 billion while NPI increased 7% year on year to S$1.1 billion.DPU edged up 1.6% year on year to S$0.1075, giving CICT’s units a trailing distribution yield of 5.6%.The retail and commercial REIT’s portfolio stood strong with a committed portfolio occupancy of 97.3%.Both the retail and commercial components enjoyed positive rental reversion of 8.5% and 9%, respectively, for 2023.CICT’s retail portfolio also saw tenant sales inch up 1.8% year on year and shopper traffic jump 8.6% year on year.The portfolio’s valuation crept up 1.2% year on year, attesting to the strength of demand for CICT’s stable of properties.Parkway Life REITParkway Life REIT is a healthcare REIT with a portfolio of 63 properties.These comprise three hospitals in Singapore, 59 nursing homes in Japan, and strata-titled lots/units in a specialist clinic in Malaysia.All these assets have a combined value of around S$2.23 billion as of 31 December 2023.2023 saw continued growth for Parkway Life REIT’s revenue and DPU.Revenue rose 13.5% year on year to S$147.5 million while NPI increased by 14.1% year on year to S$139.1 million.DPU improved by 2.7% year on year to S$0.1477, giving the healthcare REIT’s units a trailing distribution yield of 4.2%.Parkway Life REIT has reported an unbroken track record of increasing core DPU since 2007.The REIT intends to build a strategic long-term partnership with a local operator to identify assets for purchase.It will also focus on rebalancing and optimising its portfolio.With a gearing of 35.6% and a very low all-in cost of debt of just 1.27%, the healthcare REIT stands in good stead to carry out more yield-accretive acquisitions.Frasers Centrepoint TrustFrasers Centrepoint Trust, or FCT, is a retail REIT with a portfolio of 10 retail suburban malls and an office building.Its portfolio is worth around S$6.9 billion as of 25 October 2023.FCT’s gross revenue rose 3.6% year on year to S$369.7 million for the fiscal year ending 30 September 2023.NPI increased by 2.7% year on year to S$265.6 million.DPU, however, slipped slightly by 0.6% year on year to S$0.1215.Based on the unit price of S$2.18, FCT’s units offer a trailing distribution yield of 5.6%.The REIT recently released its first quarter fiscal 2024 (1Q FY2024) business update featuring strong operating metrics.Retail committed portfolio occupancy came in at 99.9% as of 31 December 2023.Tenant sales for 1Q FY2024 increased by 3.1% year on year while tenant sales would have improved by 1.1% year on year when adjusted for tenants under renovation.","news_type":1},"isVote":1,"tweetType":1,"viewCount":153,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":256555363766320,"gmtCreate":1703654857271,"gmtModify":1703654859930,"author":{"id":"3580111995316077","authorId":"3580111995316077","name":"Yunnn","avatar":"https://community-static.tradeup.com/news/69a997f43c1ae1ab1328730154099e96","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580111995316077","authorIdStr":"3580111995316077"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$Advanced Micro Devices(AMD)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/256555363766320","isVote":1,"tweetType":1,"viewCount":253,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":256555723153504,"gmtCreate":1703654815165,"gmtModify":1703654818450,"author":{"id":"3580111995316077","authorId":"3580111995316077","name":"Yunnn","avatar":"https://community-static.tradeup.com/news/69a997f43c1ae1ab1328730154099e96","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580111995316077","authorIdStr":"3580111995316077"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a>It won't affect much on their&nbsp;overall sales. Besides they have most times delivered on shareholder value.","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a>It won't affect much on their&nbsp;overall sales. Besides they have most times delivered on shareholder value.","text":"$Apple(AAPL)$ It won't affect much on their overall sales. Besides they have most times delivered on shareholder value.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/256555723153504","isVote":1,"tweetType":1,"viewCount":194,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":249526883270920,"gmtCreate":1701959897143,"gmtModify":1701959901282,"author":{"id":"3580111995316077","authorId":"3580111995316077","name":"Yunnn","avatar":"https://community-static.tradeup.com/news/69a997f43c1ae1ab1328730154099e96","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580111995316077","authorIdStr":"3580111995316077"},"themes":[],"htmlText":"Buy","listText":"Buy","text":"Buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/249526883270920","repostId":"2389104798","repostType":2,"repost":{"id":"2389104798","pubTimestamp":1701952200,"share":"https://ttm.financial/m/news/2389104798?lang=&edition=fundamental","pubTime":"2023-12-07 20:30","market":"us","language":"en","title":"AMD Stock: After AI Chip Debut, Should You Buy, Sell, or Hold?","url":"https://stock-news.laohu8.com/highlight/detail?id=2389104798","media":"InvestorPlace","summary":"Will AMD stock surge, sink, or trade sideways, following the launch of the company's MI300 AI chip? Let's find out.","content":"<html><head></head><body><ul style=\"\"><li><p> After months of anticipation, <strong>Advanced Micro Devices’</strong> (<strong>AMD</strong>) MI300 AI data center GPU accelerator launched on Dec. 6.</p></li></ul><ul style=\"\"><li><p>Given that excitement over the chip designer’s AI catalysts have been the main driver for shares lately, how will the stock perform post-launch?</p></li><li><p>Will shares experience another surge, or is there a risk AMD stock sinks/languishes from here? Let’s find out.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a8f44a0124ec1f7187144820854b5188\" alt=\"Source: JHVEPhoto / Shutterstock.com\" title=\"Source: JHVEPhoto / Shutterstock.com\" tg-width=\"768\" tg-height=\"432\"/><span>Source: JHVEPhoto / Shutterstock.com</span></p><p>During November, <strong>Advanced Micro Devices</strong> (NASDAQ:<strong>AMD</strong>) stock bounced back to triple-digit prices. For weeks, investors anticipated AMD’s first major foray in the AI chips space. Now that this event has finally happened, the question is whether shares can continue climbing higher, or if a far less impressive price performance is just around the corner.</p><p>Even before this AI chip launch, price trends appeared to be changing for shares. Since hitting prices topping $125 per share, the stock has slid slightly. However, if we’re going to assess what lies ahead for AMD, we likely need to look at more than just this latest dip. With this, let’s dive in.</p><h2 id=\"id_2289540106\">AMD Stock and the Launch of MI300</h2><p>On Dec. 6, Advanced Micro Devices’ MI300 data center GPU accelerator finally made its debut, at the company’s “Advancing AI” event. As discussed above, the market has been eagerly awaiting MI300’s launch. The success of this product could determine how successful the company is at grabbing AI chip market share from the current market leader, <strong>Nvidia</strong> (NASDAQ:<strong>NVDA</strong>).</p><p>Yes, the stakes are high, and the aforementioned slide in price for AMD stock may signal the market is taking profit now, ahead of disappointment down the road. However, MI300 may not need to be a rip-roaring success to get meaningful results once more shares.</p><p>Advanced Micro Devices has modest initial sales expectations for the MI300. Management has forecasted total revenue of $2 billion in 2024 from this product. Given the massive growth in demand for AI-related hardware, meeting/beating this target is well within-reach.</p><p>That’s not all. $2 billion in sales may sound modest, compared to the substantially greater level of revenue Nvidia is currently generating from its AI GPU products. The sales of this new product alone could go a long way in enabling AMD to continue making a growth comeback.</p><h2 id=\"id_688954023\">2024 May Not Be Another Banner Year</h2><p>NVDA stock has of course been the stronger performer among AI chip plays this year, with its 225.3% move higher since the start of 2023. However, AMD stock hasn’t been a slouch in terms of performance. While not up by triple-digits, shares have experienced a nearly 85% surge in price year-to-date.</p><p>But while success with the MI300, not to mention any other AI-compatible products AMD launches in the coming year, may keep the stock on an upward trajectory, something else may need to happen for shares to surge yet again in 2024.</p><p>Another banner year for AMD hinges far more heavily on a recovery in demand among non-AI end users than is the case with Nvidia, namely chip demand in the PC and gaming markets. Previously, I have noted that a possible launch of AI-enabled PCs next summer by <strong>HP</strong> (NYSE:<strong>HPQ</strong>) could help jumpstart a big demand rebound from this market.</p><p>That said, based upon AMD’s latest updates to its near-term outlook, which was not well-received by the market, the jury’s still out whether the non-AI recovery in subsequent quarters will be enough to sustain bullish sentiment for shares.</p><h2 id=\"id_754982168\">Tread Carefully, but Still Feel Free to Buy</h2><p>Even as the MI300 launch makes big news, there is no big change to my view on this AI chip play.</p><p>Nvidia remains above and beyond my top choice among chip stocks, with high exposure to the generative artificial intelligence trend. However, I’m not exactly writing AMD off as some sort of “also-ran” among AI stocks. There’s big potential for MI300, and with AMD’s other AI-related efforts.</p><p>The resultant billions in additional revenue, combined with a sufficient non-AI recovery, could propel this stock back towards its pre-tech sell-off high of around $162 per share, even as shares (trading for 44.5 times earnings, a premium to NVDA’s forward multiple of 37.9) more greatly price-in this possibility as a near-certainty.</p><p>Tread carefully, but still free to consider AMD stock worthy of a buy.</p><p>AMD stock earns a B rating in <em>Portfolio Grader</em>.</p></body></html>","source":"investorplace_stock_picks","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AMD Stock: After AI Chip Debut, Should You 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\">\nAMD Stock: After AI Chip Debut, Should You Buy, Sell, or Hold?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-12-07 20:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/market360/2023/12/amd-stock-after-ai-chip-debut-should-you-buy-sell-or-hold/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>After months of anticipation, Advanced Micro Devices’ (AMD) MI300 AI data center GPU accelerator launched on Dec. 6.Given that excitement over the chip designer’s AI catalysts have been the main ...</p>\n\n<a href=\"https://investorplace.com/market360/2023/12/amd-stock-after-ai-chip-debut-should-you-buy-sell-or-hold/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4141":"半导体产品","BK4588":"碎股","LU0056508442.USD":"贝莱德世界科技基金A2","BK4503":"景林资产持仓","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0080751232.USD":"富达环球多元动力基金A","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","BK4551":"寇图资本持仓","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","BK4573":"虚拟现实","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4581":"高盛持仓","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU0109392836.USD":"富兰克林科技股A","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","BK4579":"人工智能","BK4170":"电脑硬件、储存设备及电脑周边","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","BK4529":"IDC概念","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","AMD":"美国超微公司","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4592":"伊斯兰概念","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","BK4585":"ETF&股票定投概念","LU1303367103.USD":"摩根大通多经理另类基金 A (acc)","BK4587":"ChatGPT概念","BK4575":"芯片概念","LU2098885051.SGD":"JPMorgan Funds - Multi-Manager Alternatives A (acc) SGD","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4527":"明星科技股","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H"},"source_url":"https://investorplace.com/market360/2023/12/amd-stock-after-ai-chip-debut-should-you-buy-sell-or-hold/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2389104798","content_text":"After months of anticipation, Advanced Micro Devices’ (AMD) MI300 AI data center GPU accelerator launched on Dec. 6.Given that excitement over the chip designer’s AI catalysts have been the main driver for shares lately, how will the stock perform post-launch?Will shares experience another surge, or is there a risk AMD stock sinks/languishes from here? Let’s find out.Source: JHVEPhoto / Shutterstock.comDuring November, Advanced Micro Devices (NASDAQ:AMD) stock bounced back to triple-digit prices. For weeks, investors anticipated AMD’s first major foray in the AI chips space. Now that this event has finally happened, the question is whether shares can continue climbing higher, or if a far less impressive price performance is just around the corner.Even before this AI chip launch, price trends appeared to be changing for shares. Since hitting prices topping $125 per share, the stock has slid slightly. However, if we’re going to assess what lies ahead for AMD, we likely need to look at more than just this latest dip. With this, let’s dive in.AMD Stock and the Launch of MI300On Dec. 6, Advanced Micro Devices’ MI300 data center GPU accelerator finally made its debut, at the company’s “Advancing AI” event. As discussed above, the market has been eagerly awaiting MI300’s launch. The success of this product could determine how successful the company is at grabbing AI chip market share from the current market leader, Nvidia (NASDAQ:NVDA).Yes, the stakes are high, and the aforementioned slide in price for AMD stock may signal the market is taking profit now, ahead of disappointment down the road. However, MI300 may not need to be a rip-roaring success to get meaningful results once more shares.Advanced Micro Devices has modest initial sales expectations for the MI300. Management has forecasted total revenue of $2 billion in 2024 from this product. Given the massive growth in demand for AI-related hardware, meeting/beating this target is well within-reach.That’s not all. $2 billion in sales may sound modest, compared to the substantially greater level of revenue Nvidia is currently generating from its AI GPU products. The sales of this new product alone could go a long way in enabling AMD to continue making a growth comeback.2024 May Not Be Another Banner YearNVDA stock has of course been the stronger performer among AI chip plays this year, with its 225.3% move higher since the start of 2023. However, AMD stock hasn’t been a slouch in terms of performance. While not up by triple-digits, shares have experienced a nearly 85% surge in price year-to-date.But while success with the MI300, not to mention any other AI-compatible products AMD launches in the coming year, may keep the stock on an upward trajectory, something else may need to happen for shares to surge yet again in 2024.Another banner year for AMD hinges far more heavily on a recovery in demand among non-AI end users than is the case with Nvidia, namely chip demand in the PC and gaming markets. Previously, I have noted that a possible launch of AI-enabled PCs next summer by HP (NYSE:HPQ) could help jumpstart a big demand rebound from this market.That said, based upon AMD’s latest updates to its near-term outlook, which was not well-received by the market, the jury’s still out whether the non-AI recovery in subsequent quarters will be enough to sustain bullish sentiment for shares.Tread Carefully, but Still Feel Free to BuyEven as the MI300 launch makes big news, there is no big change to my view on this AI chip play.Nvidia remains above and beyond my top choice among chip stocks, with high exposure to the generative artificial intelligence trend. However, I’m not exactly writing AMD off as some sort of “also-ran” among AI stocks. There’s big potential for MI300, and with AMD’s other AI-related efforts.The resultant billions in additional revenue, combined with a sufficient non-AI recovery, could propel this stock back towards its pre-tech sell-off high of around $162 per share, even as shares (trading for 44.5 times earnings, a premium to NVDA’s forward multiple of 37.9) more greatly price-in this possibility as a near-certainty.Tread carefully, but still free to consider AMD stock worthy of a buy.AMD stock earns a B rating in Portfolio Grader.","news_type":1},"isVote":1,"tweetType":1,"viewCount":439,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":249527010783464,"gmtCreate":1701959881648,"gmtModify":1701959883405,"author":{"id":"3580111995316077","authorId":"3580111995316077","name":"Yunnn","avatar":"https://community-static.tradeup.com/news/69a997f43c1ae1ab1328730154099e96","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580111995316077","authorIdStr":"3580111995316077"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$Advanced Micro Devices(AMD)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/249527010783464","isVote":1,"tweetType":1,"viewCount":144,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":221759060824136,"gmtCreate":1695177180518,"gmtModify":1695177184405,"author":{"id":"3580111995316077","authorId":"3580111995316077","name":"Yunnn","avatar":"https://community-static.tradeup.com/news/69a997f43c1ae1ab1328730154099e96","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580111995316077","authorIdStr":"3580111995316077"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a>Buy buy buy","listText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a>Buy buy buy","text":"$Advanced Micro Devices(AMD)$ Buy buy buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/221759060824136","isVote":1,"tweetType":1,"viewCount":303,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":214495941845024,"gmtCreate":1693404047774,"gmtModify":1693404050432,"author":{"id":"3580111995316077","authorId":"3580111995316077","name":"Yunnn","avatar":"https://community-static.tradeup.com/news/69a997f43c1ae1ab1328730154099e96","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580111995316077","authorIdStr":"3580111995316077"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a>🚀","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a>🚀","text":"$NVIDIA Corp(NVDA)$ 🚀","images":[{"img":"https://community-static.tradeup.com/news/d8aec76b40f18ef582d1a235b8661efe","width":"1092","height":"1717"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/214495941845024","isVote":1,"tweetType":1,"viewCount":346,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":214495762341920,"gmtCreate":1693404003950,"gmtModify":1693404006237,"author":{"id":"3580111995316077","authorId":"3580111995316077","name":"Yunnn","avatar":"https://community-static.tradeup.com/news/69a997f43c1ae1ab1328730154099e96","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580111995316077","authorIdStr":"3580111995316077"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$Advanced Micro Devices(AMD)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/214495762341920","isVote":1,"tweetType":1,"viewCount":400,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947737588,"gmtCreate":1683596137645,"gmtModify":1683596140346,"author":{"id":"3580111995316077","authorId":"3580111995316077","name":"Yunnn","avatar":"https://community-static.tradeup.com/news/69a997f43c1ae1ab1328730154099e96","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580111995316077","authorIdStr":"3580111995316077"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a>Finally seeing some recovery","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a>Finally seeing some recovery","text":"$NVIDIA Corp(NVDA)$ Finally seeing some recovery","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947737588","isVote":1,"tweetType":1,"viewCount":327,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957649987,"gmtCreate":1677239282950,"gmtModify":1677239286459,"author":{"id":"3580111995316077","authorId":"3580111995316077","name":"Yunnn","avatar":"https://community-static.tradeup.com/news/69a997f43c1ae1ab1328730154099e96","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580111995316077","authorIdStr":"3580111995316077"},"themes":[],"htmlText":"Still burning money","listText":"Still burning money","text":"Still burning money","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9957649987","repostId":"1140869545","repostType":2,"repost":{"id":"1140869545","pubTimestamp":1677238966,"share":"https://ttm.financial/m/news/1140869545?lang=&edition=fundamental","pubTime":"2023-02-24 19:42","market":"us","language":"en","title":"Grab Holdings: The Super App With Untapped Potential For Long-Term Growth","url":"https://stock-news.laohu8.com/highlight/detail?id=1140869545","media":"Seeking Alpha","summary":"SummaryGrab's super app strategy and early lead in key markets make it a dominant player in the Sout","content":"<html><head></head><body><h2>Summary</h2><ul><li>Grab&#39;s super app strategy and early lead in key markets make it a dominant player in the Southeast Asian tech ecosystem.</li><li>The company&#39;s focus on profitable verticals like food delivery and ride-hailing, coupled with the potential of its fintech platform, makes it an attractive investment opportunity.</li><li>Grab&#39;s strong management team, strategic partnerships, and significant cash reserves provide a solid foundation for growth.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6c5be959c8253c58df8ae65180d370da\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\"/><span>Jamaludin Yusup/iStock Editorial via Getty Images</span></p><h2>Executive Summary</h2><p>Grab Holdings (NASDAQ:GRAB), Southeast Asia&#39;s leading super app, is an attractive investment opportunity with multi-bagger potential. Grab has already established itself as the leader in its core markets of ride-hailing and food delivery, andis expanding into new areas such as digital payments and financial services. With over 70 million MSMEs in Southeast Asia that are underserved by digital technologies, Grab has a significant growth opportunity to capture this market (Source: GrabForm F-1). Moreover, Grab&#39;s strong unit economics, market-leading positions, and a high potential for profitability make it an attractive business model at scale.</p><h2>Company Overview</h2><p>Grab Holdings, originally known as MyTeksi, is a ride-hailing and delivery services platform that was founded in 2012 in Malaysia by Anthony Tan and Tan Hooi Ling. The two entrepreneurs met while studying at Harvard Business School andbonded over their shared experiences of growing up in Southeast Asia. They recognized a gap in the transportation industry in the region and set out to create a platform that would connect passengers with reliable and affordable rides. Since its founding, Grab has expanded its offerings to include food and package delivery, digital payments, and financial services with a broad reach that spans over 400 cities in 8 Southeast Asian countries, including Cambodia, Indonesia, Malaysia, Myanmar, the Philippines, Singapore, Thailand, and Vietnam.</p><p>Through its single &#34;everyday everything&#34; super app, the company has formed partnerships with over 25 million consumers, more than 2 million merchants, and over 5 million driver partners (Source: GrabForm F-1). The app allows users to order food, groceries, or packages, hail a ride or taxi, make online payments, and access a variety of services, including lending, insurance, wealth management, and telemedicine.</p><p>The company reports results from four major segments.</p><h2>Mobility</h2><p>The mobility segment refers to the service of providing transportation solutions to individuals, typically through the use of vehicles such as cars, taxis, and motorcycles. In the context of Grab Holdings, the mobility segment includes ride-hailing services such as GrabCar (car and taxi rides), GrabBike (motorcycle rides), and GrabShare (shared rides). The company&#39;s super app allows users to book and pay for rides, and matches them with available drivers or riders. The mobility segment is a key part of Grab&#39;s business and has helped to transform transportation in Southeast Asia, providing convenient and affordable options for millions of people. Grab holds a dominant position in the mobility market across Southeast Asia, with the exception of Indonesia, where it shares the market with Gojek in roughly equal measure.</p><h2>Delivery</h2><p>The delivery segment, also known as the on-demand delivery or last-mile delivery segment, refers to the service of transporting goods or packages from one location to another, typically from a retailer or merchant to a consumer. In the context of Grab Holdings, the delivery segment includes the delivery of food, groceries, and other goods, as well as package delivery services. Grab&#39;s delivery segment allows customers to place orders through its super app and have the items delivered to their doorstep by a Grab driver or delivery partner. This segment has become increasingly important in the e-commerce era, as more consumers are shopping online and demand for home delivery services has surged.</p><p>Grab is the leading player in all markets within this segment, except for Vietnam where it is a close second. The company has generally been gaining market share across these markets. However, it is worth noting that ShopeeFood, a newer entrant into the regional oligopolies, poses a potential disruption to the market equilibrium. Sea&#39;s strong historical execution and super app ecosystem make it an important player to monitor.</p><h2>Financial Services</h2><p>The fintech and digital banking segment of Grab&#39;s business encompasses several revenue streams, including payments, insurance/investment referrals, remittances, and buy-now-pay-later services. The company primarily generates revenue from digital payment processing fees charged to its merchant partners based on the total payment volume processed through the Grab platform. It is estimated that the payment volume is split 60/40 between on-platform and off-platform, with off-platform expected to grow 1.5-2x faster over time (Source: GrabAnnual Report). Fintech also includes revenue from effective interest earned on loans and advances provided to merchant partners, driver partners, and consumers, as well as fees for wealth management and insurance distributions. Grab is also setting up digital banks in Singapore and Malaysia, which is expected to further increase user retention and engagement. Despite being in the early stages of fintech/digital payments, there is still ample market opportunity, and super apps like Grab have structural advantages in customer acquisition, retention, and engagement.</p><h2>Enterprise and Other</h2><p>The non-core businesses and new initiatives of Grab fall under this segment, with the largest revenue drivers being advertising and anti-fraud services for financial institution partners, as well as on-demand delivery relationships. GrabAds, which was utilized by 46% of the company&#39;s merchant partners in 2020, is particularly profitable due to its high-margin revenue stream, estimated to be around 90% gross margin.</p><h2>Opportunity To Digitize Financial Products</h2><p>The large unbanked and underserved population in SE Asia presents a significant opportunity for Grab&#39;s financial services segment. The demand for digital financial services is high in the region due to the limited access to traditional banking services and cash being the primary mode of payment. As a result, Grab&#39;s digital financial services can overcome some of the structural challenges faced by traditional financial institutions, such as the relative lack of physical infrastructure outside major cities and the limited availability of public registers and reliable credit information.</p><p>Moreover, over 40% of the population over 15 years old in SE Asia is unbanked, and around 39% of the banked population is underserved, with limited access to credit cards, checking or savings accounts. This presents a significant opportunity for Grab&#39;s financial services to serve this untapped market and gain market share. Additionally, Grab&#39;s focus on expanding access to financial services through its super app ecosystem can help drive customer acquisition, retention, and engagement, further enhancing its growth potential in the region.</p><p>Another tailwind for Grab is the highly fragmented and largely offline informal MSME economy in SE Asia. The local economies in the region are largely driven by informal businesses, with MSMEs accounting for over 99% of all businesses and driving over 35% of the region&#39;s GDP, according to the company. However, less than 20% of these businesses use digital technologies to improve their productivity or expand their business, and many still lack a significant digital presence. As technology-enabled marketplace models like Grab expand their reach, these underserved MSMEs have an opportunity to expand their consumer reach beyond their limited storefront presences. In addition, these businesses have a need for financial services such as lending, which presents an opportunity for Grab&#39;s fintech and digital banking initiatives.</p><h2>Who Will Be the Winner in Southeast Asia?</h2><p>While the ultimate question of which super app will reign supreme remains, If Grab can maintain its position as the market leader in its core categories of ride-hailing and online food delivery, shareholders should do well. While its position in digital payments is more uncertain despite its early lead, the potential for multiple winners in the space, along with the disruption of traditional players, means that there is still ample room for Grab to succeed. With a strong foothold in both mobility and delivery, Grab has achieved something that has eluded its global peers, setting itself up for higher lifetime value, lower customer acquisition costs, and better retention rates. Early customer data suggests that the company&#39;s super app strategy is resonating with users, making its success in both mobility and delivery a strong possibility. This was demonstrated in Grab&#39;s 4Q21 earnings presentation.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e31d10aeec186ab263e67e8d5fd4b3a1\" tg-width=\"640\" tg-height=\"249\" width=\"100%\" height=\"auto\"/><span>Company slide (Grab Investor Presentation)</span></p><h2>Unit Economics</h2><p>In my view, Grab has the highest potential for margin among all global businesses in the mobility and food delivery space. While the company has not provided financial guidance for its evolving financial services segment, management has set long-term margin targets of 12% in mobility and 3% in deliveries. These targets compare favorably to Uber&#39;s 10%+ mobility margin, but are lower than its global delivery competitors such as Delivery Hero and Uber Eats (5-8% margin). Grab plans to achieve segment EBITDA breakeven in deliveries by the end of 2023, although this may change depending on competition and investment opportunities.</p><p>The key driver of Grab&#39;s superior profitability profile is the success of its super app strategy compared to its competitors&#39; pure-play approach. Grab&#39;s ability to combine mobility, food delivery, and digital payments/fintech services platforms is unique in the global market. This combination creates opportunities for higher customer lifetime value through wallet share and cross-selling, higher incremental margins, low customer acquisition costs, stronger retention and user stickiness, and more. These benefits also extend to merchants and drivers, who can benefit from the increased utilization rates resulting from the cross-platform nature of the super app. Additionally, financial services like wealth management, insurance, and lending offer further potential for monetization with little customer acquisition costs, and Grab is well-positioned to score credit risk and serve the underbanked segment in Southeast Asia.</p><p>These opportunities for incremental economics do not exist for Grab&#39;s global competitors, further contributing to its superior unit economics.</p><h2>Valuation<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/95b7a70f9f2834a6d96c52d265e88312\" tg-width=\"445\" tg-height=\"115\" width=\"100%\" height=\"auto\"/><span>Valuation Table (MontrealValue)</span></p></h2><p>Overall, while Grab&#39;s valuation is higher than that of Sea Group and Uber, it&#39;s important to consider the potential upside in Grab&#39;s business model, particularly in financial services and the underserved MSME economy. Grab&#39;s focus on profitability and steady-state margins may make it a more attractive investment business model than its peers and earn 3x more gross profits per customer than &#34;pureplay&#34; businesses. Additionally, the company is outgrowing both Uber and SE - with mouth-watering revenue growth of 96% over the last twelve months. As a result of the faster pace of growth, and stronger potential unit economics, it is reasonable for Grab to command a larger multiple than its peers.</p><p>Overall, Grab&#39;s current share price offers significant upside potential with limited downside risk. Importantly, the company has a strong balance sheet with over $6 billion in net cash, which represents more than 60% of its market capitalization.</p><h2>Risks</h2><p>While Grab&#39;s growth prospects are promising, it is important to consider the potential risks associated with investing in the company. First, Grab operates in highly competitive markets with a number of strong players, which could limit its ability to maintain market share and profitability. Additionally, the regulatory environment in Southeast Asia can be uncertain and unpredictable, which could impact Grab&#39;s operations and financial performance.</p><p>Furthermore, Grab&#39;s expansion into financial services and digital payments carries its own set of risks, including regulatory compliance, cybersecurity threats, and potential fraud or misuse of customer data. Finally, while Grab has a significant cash position, its capital needs may increase as it continues to pursue growth opportunities, which could lead to dilution for existing shareholders.</p><p>Investors considering Grab should carefully weigh these risks alongside the potential upside and growth prospects of the company.</p><p><i>This article is written by MontrealValue 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>Grab Holdings: The Super App With Untapped Potential For Long-Term Growth</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGrab Holdings: The Super App With Untapped Potential For Long-Term Growth\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-24 19:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4581588-grab-holdings-stock-super-app-untapped-potential-long-term-growth><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryGrab's super app strategy and early lead in key markets make it a dominant player in the Southeast Asian tech ecosystem.The company's focus on profitable verticals like food delivery and ride-...</p>\n\n<a href=\"https://seekingalpha.com/article/4581588-grab-holdings-stock-super-app-untapped-potential-long-term-growth\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GRAB":"Grab Holdings"},"source_url":"https://seekingalpha.com/article/4581588-grab-holdings-stock-super-app-untapped-potential-long-term-growth","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140869545","content_text":"SummaryGrab's super app strategy and early lead in key markets make it a dominant player in the Southeast Asian tech ecosystem.The company's focus on profitable verticals like food delivery and ride-hailing, coupled with the potential of its fintech platform, makes it an attractive investment opportunity.Grab's strong management team, strategic partnerships, and significant cash reserves provide a solid foundation for growth.Jamaludin Yusup/iStock Editorial via Getty ImagesExecutive SummaryGrab Holdings (NASDAQ:GRAB), Southeast Asia's leading super app, is an attractive investment opportunity with multi-bagger potential. Grab has already established itself as the leader in its core markets of ride-hailing and food delivery, andis expanding into new areas such as digital payments and financial services. With over 70 million MSMEs in Southeast Asia that are underserved by digital technologies, Grab has a significant growth opportunity to capture this market (Source: GrabForm F-1). Moreover, Grab's strong unit economics, market-leading positions, and a high potential for profitability make it an attractive business model at scale.Company OverviewGrab Holdings, originally known as MyTeksi, is a ride-hailing and delivery services platform that was founded in 2012 in Malaysia by Anthony Tan and Tan Hooi Ling. The two entrepreneurs met while studying at Harvard Business School andbonded over their shared experiences of growing up in Southeast Asia. They recognized a gap in the transportation industry in the region and set out to create a platform that would connect passengers with reliable and affordable rides. Since its founding, Grab has expanded its offerings to include food and package delivery, digital payments, and financial services with a broad reach that spans over 400 cities in 8 Southeast Asian countries, including Cambodia, Indonesia, Malaysia, Myanmar, the Philippines, Singapore, Thailand, and Vietnam.Through its single \"everyday everything\" super app, the company has formed partnerships with over 25 million consumers, more than 2 million merchants, and over 5 million driver partners (Source: GrabForm F-1). The app allows users to order food, groceries, or packages, hail a ride or taxi, make online payments, and access a variety of services, including lending, insurance, wealth management, and telemedicine.The company reports results from four major segments.MobilityThe mobility segment refers to the service of providing transportation solutions to individuals, typically through the use of vehicles such as cars, taxis, and motorcycles. In the context of Grab Holdings, the mobility segment includes ride-hailing services such as GrabCar (car and taxi rides), GrabBike (motorcycle rides), and GrabShare (shared rides). The company's super app allows users to book and pay for rides, and matches them with available drivers or riders. The mobility segment is a key part of Grab's business and has helped to transform transportation in Southeast Asia, providing convenient and affordable options for millions of people. Grab holds a dominant position in the mobility market across Southeast Asia, with the exception of Indonesia, where it shares the market with Gojek in roughly equal measure.DeliveryThe delivery segment, also known as the on-demand delivery or last-mile delivery segment, refers to the service of transporting goods or packages from one location to another, typically from a retailer or merchant to a consumer. In the context of Grab Holdings, the delivery segment includes the delivery of food, groceries, and other goods, as well as package delivery services. Grab's delivery segment allows customers to place orders through its super app and have the items delivered to their doorstep by a Grab driver or delivery partner. This segment has become increasingly important in the e-commerce era, as more consumers are shopping online and demand for home delivery services has surged.Grab is the leading player in all markets within this segment, except for Vietnam where it is a close second. The company has generally been gaining market share across these markets. However, it is worth noting that ShopeeFood, a newer entrant into the regional oligopolies, poses a potential disruption to the market equilibrium. Sea's strong historical execution and super app ecosystem make it an important player to monitor.Financial ServicesThe fintech and digital banking segment of Grab's business encompasses several revenue streams, including payments, insurance/investment referrals, remittances, and buy-now-pay-later services. The company primarily generates revenue from digital payment processing fees charged to its merchant partners based on the total payment volume processed through the Grab platform. It is estimated that the payment volume is split 60/40 between on-platform and off-platform, with off-platform expected to grow 1.5-2x faster over time (Source: GrabAnnual Report). Fintech also includes revenue from effective interest earned on loans and advances provided to merchant partners, driver partners, and consumers, as well as fees for wealth management and insurance distributions. Grab is also setting up digital banks in Singapore and Malaysia, which is expected to further increase user retention and engagement. Despite being in the early stages of fintech/digital payments, there is still ample market opportunity, and super apps like Grab have structural advantages in customer acquisition, retention, and engagement.Enterprise and OtherThe non-core businesses and new initiatives of Grab fall under this segment, with the largest revenue drivers being advertising and anti-fraud services for financial institution partners, as well as on-demand delivery relationships. GrabAds, which was utilized by 46% of the company's merchant partners in 2020, is particularly profitable due to its high-margin revenue stream, estimated to be around 90% gross margin.Opportunity To Digitize Financial ProductsThe large unbanked and underserved population in SE Asia presents a significant opportunity for Grab's financial services segment. The demand for digital financial services is high in the region due to the limited access to traditional banking services and cash being the primary mode of payment. As a result, Grab's digital financial services can overcome some of the structural challenges faced by traditional financial institutions, such as the relative lack of physical infrastructure outside major cities and the limited availability of public registers and reliable credit information.Moreover, over 40% of the population over 15 years old in SE Asia is unbanked, and around 39% of the banked population is underserved, with limited access to credit cards, checking or savings accounts. This presents a significant opportunity for Grab's financial services to serve this untapped market and gain market share. Additionally, Grab's focus on expanding access to financial services through its super app ecosystem can help drive customer acquisition, retention, and engagement, further enhancing its growth potential in the region.Another tailwind for Grab is the highly fragmented and largely offline informal MSME economy in SE Asia. The local economies in the region are largely driven by informal businesses, with MSMEs accounting for over 99% of all businesses and driving over 35% of the region's GDP, according to the company. However, less than 20% of these businesses use digital technologies to improve their productivity or expand their business, and many still lack a significant digital presence. As technology-enabled marketplace models like Grab expand their reach, these underserved MSMEs have an opportunity to expand their consumer reach beyond their limited storefront presences. In addition, these businesses have a need for financial services such as lending, which presents an opportunity for Grab's fintech and digital banking initiatives.Who Will Be the Winner in Southeast Asia?While the ultimate question of which super app will reign supreme remains, If Grab can maintain its position as the market leader in its core categories of ride-hailing and online food delivery, shareholders should do well. While its position in digital payments is more uncertain despite its early lead, the potential for multiple winners in the space, along with the disruption of traditional players, means that there is still ample room for Grab to succeed. With a strong foothold in both mobility and delivery, Grab has achieved something that has eluded its global peers, setting itself up for higher lifetime value, lower customer acquisition costs, and better retention rates. Early customer data suggests that the company's super app strategy is resonating with users, making its success in both mobility and delivery a strong possibility. This was demonstrated in Grab's 4Q21 earnings presentation.Company slide (Grab Investor Presentation)Unit EconomicsIn my view, Grab has the highest potential for margin among all global businesses in the mobility and food delivery space. While the company has not provided financial guidance for its evolving financial services segment, management has set long-term margin targets of 12% in mobility and 3% in deliveries. These targets compare favorably to Uber's 10%+ mobility margin, but are lower than its global delivery competitors such as Delivery Hero and Uber Eats (5-8% margin). Grab plans to achieve segment EBITDA breakeven in deliveries by the end of 2023, although this may change depending on competition and investment opportunities.The key driver of Grab's superior profitability profile is the success of its super app strategy compared to its competitors' pure-play approach. Grab's ability to combine mobility, food delivery, and digital payments/fintech services platforms is unique in the global market. This combination creates opportunities for higher customer lifetime value through wallet share and cross-selling, higher incremental margins, low customer acquisition costs, stronger retention and user stickiness, and more. These benefits also extend to merchants and drivers, who can benefit from the increased utilization rates resulting from the cross-platform nature of the super app. Additionally, financial services like wealth management, insurance, and lending offer further potential for monetization with little customer acquisition costs, and Grab is well-positioned to score credit risk and serve the underbanked segment in Southeast Asia.These opportunities for incremental economics do not exist for Grab's global competitors, further contributing to its superior unit economics.ValuationValuation Table (MontrealValue)Overall, while Grab's valuation is higher than that of Sea Group and Uber, it's important to consider the potential upside in Grab's business model, particularly in financial services and the underserved MSME economy. Grab's focus on profitability and steady-state margins may make it a more attractive investment business model than its peers and earn 3x more gross profits per customer than \"pureplay\" businesses. Additionally, the company is outgrowing both Uber and SE - with mouth-watering revenue growth of 96% over the last twelve months. As a result of the faster pace of growth, and stronger potential unit economics, it is reasonable for Grab to command a larger multiple than its peers.Overall, Grab's current share price offers significant upside potential with limited downside risk. Importantly, the company has a strong balance sheet with over $6 billion in net cash, which represents more than 60% of its market capitalization.RisksWhile Grab's growth prospects are promising, it is important to consider the potential risks associated with investing in the company. First, Grab operates in highly competitive markets with a number of strong players, which could limit its ability to maintain market share and profitability. Additionally, the regulatory environment in Southeast Asia can be uncertain and unpredictable, which could impact Grab's operations and financial performance.Furthermore, Grab's expansion into financial services and digital payments carries its own set of risks, including regulatory compliance, cybersecurity threats, and potential fraud or misuse of customer data. Finally, while Grab has a significant cash position, its capital needs may increase as it continues to pursue growth opportunities, which could lead to dilution for existing shareholders.Investors considering Grab should carefully weigh these risks alongside the potential upside and growth prospects of the company.This article is written by MontrealValue for reference only. Please note the risks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":234,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9955399412,"gmtCreate":1675179298737,"gmtModify":1676538982329,"author":{"id":"3580111995316077","authorId":"3580111995316077","name":"Yunnn","avatar":"https://community-static.tradeup.com/news/69a997f43c1ae1ab1328730154099e96","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580111995316077","authorIdStr":"3580111995316077"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a>[Miser]&nbsp;","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a>[Miser]&nbsp;","text":"$Apple(AAPL)$ [Miser]","images":[{"img":"https://community-static.tradeup.com/news/6fb12fa0ad95e2a4f8b025a2b41f2c9b","width":"828","height":"1632"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9955399412","isVote":1,"tweetType":1,"viewCount":181,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9955953935,"gmtCreate":1675158359528,"gmtModify":1676538980329,"author":{"id":"3580111995316077","authorId":"3580111995316077","name":"Yunnn","avatar":"https://community-static.tradeup.com/news/69a997f43c1ae1ab1328730154099e96","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580111995316077","authorIdStr":"3580111995316077"},"themes":[],"htmlText":"🙄🙄🙄","listText":"🙄🙄🙄","text":"🙄🙄🙄","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9955953935","repostId":"1138558384","repostType":2,"repost":{"id":"1138558384","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":1675156669,"share":"https://ttm.financial/m/news/1138558384?lang=&edition=fundamental","pubTime":"2023-01-31 17:17","market":"us","language":"en","title":"Tesla Stock Fell 1.5% in Premarket Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1138558384","media":"Tiger Newspress","summary":"A JPMorgan analyst reiterated a sell rating on the stock with a price target of $120.","content":"<html><head></head><body><p>Tesla shares were trading down 1.5% premarket after a JPMorgan analyst reiterated a sell rating on the stock with a price target of $120.<img src=\"https://static.tigerbbs.com/af321e8f717720952df6970e4f80bb3c\" tg-width=\"816\" tg-height=\"665\" referrerpolicy=\"no-referrer\"/></p><p>&#34;Tesla’s softer trend and below-consensus adjusted automotive gross margin comes before the impact of large price reductions that will primarily be felt beginning in the first quarter,&#34; said JPMorgan&#39;s Ryan Brinkman in a client note.  &#34;As such, we view margin trajectory negatively and expect that consensus margin expectations are likely to decline.&#34;</p><p>&#34;Although both technology and execution risk seem substantially less than was once feared, expansion into higher volume segments with lower price points seems fraught with greater risk relative to demand, execution, and competition,&#34; Brinkman continued. &#34;Meanwhile, valuation appears to be pricing in upside related to expansion into mass-market segments well beyond our volume forecasts for the Model 3.&#34;</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>Tesla Stock Fell 1.5% in Premarket Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Stock Fell 1.5% in Premarket Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2023-01-31 17:17</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Tesla shares were trading down 1.5% premarket after a JPMorgan analyst reiterated a sell rating on the stock with a price target of $120.<img src=\"https://static.tigerbbs.com/af321e8f717720952df6970e4f80bb3c\" tg-width=\"816\" tg-height=\"665\" referrerpolicy=\"no-referrer\"/></p><p>&#34;Tesla’s softer trend and below-consensus adjusted automotive gross margin comes before the impact of large price reductions that will primarily be felt beginning in the first quarter,&#34; said JPMorgan&#39;s Ryan Brinkman in a client note.  &#34;As such, we view margin trajectory negatively and expect that consensus margin expectations are likely to decline.&#34;</p><p>&#34;Although both technology and execution risk seem substantially less than was once feared, expansion into higher volume segments with lower price points seems fraught with greater risk relative to demand, execution, and competition,&#34; Brinkman continued. &#34;Meanwhile, valuation appears to be pricing in upside related to expansion into mass-market segments well beyond our volume forecasts for the Model 3.&#34;</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138558384","content_text":"Tesla shares were trading down 1.5% premarket after a JPMorgan analyst reiterated a sell rating on the stock with a price target of $120.\"Tesla’s softer trend and below-consensus adjusted automotive gross margin comes before the impact of large price reductions that will primarily be felt beginning in the first quarter,\" said JPMorgan's Ryan Brinkman in a client note.  \"As such, we view margin trajectory negatively and expect that consensus margin expectations are likely to decline.\"\"Although both technology and execution risk seem substantially less than was once feared, expansion into higher volume segments with lower price points seems fraught with greater risk relative to demand, execution, and competition,\" Brinkman continued. \"Meanwhile, valuation appears to be pricing in upside related to expansion into mass-market segments well beyond our volume forecasts for the Model 3.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":388,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952202913,"gmtCreate":1674719231032,"gmtModify":1676538955140,"author":{"id":"3580111995316077","authorId":"3580111995316077","name":"Yunnn","avatar":"https://community-static.tradeup.com/news/69a997f43c1ae1ab1328730154099e96","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580111995316077","authorIdStr":"3580111995316077"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/S68.SI\">$SINGAPORE EXCHANGE LIMITED(S68.SI)$&nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/S68.SI\">$SINGAPORE EXCHANGE LIMITED(S68.SI)$&nbsp;</a>","text":"$SINGAPORE EXCHANGE LIMITED(S68.SI)$","images":[{"img":"https://community-static.tradeup.com/news/d328c8bda89c668762fe3f585de14547","width":"828","height":"1632"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9952202913","isVote":1,"tweetType":1,"viewCount":507,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9952886230,"gmtCreate":1674610697121,"gmtModify":1676538948919,"author":{"id":"3580111995316077","authorId":"3580111995316077","name":"Yunnn","avatar":"https://community-static.tradeup.com/news/69a997f43c1ae1ab1328730154099e96","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580111995316077","authorIdStr":"3580111995316077"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/S68.SI\">$SINGAPORE EXCHANGE LIMITED(S68.SI)$&nbsp;</a>Rally!!!","listText":"<a href=\"https://ttm.financial/S/S68.SI\">$SINGAPORE EXCHANGE LIMITED(S68.SI)$&nbsp;</a>Rally!!!","text":"$SINGAPORE EXCHANGE LIMITED(S68.SI)$ Rally!!!","images":[{"img":"https://community-static.tradeup.com/news/baa65c71314abb1294a4d15d6b0c8897","width":"828","height":"1632"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9952886230","isVote":1,"tweetType":1,"viewCount":327,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9956710412,"gmtCreate":1674197219636,"gmtModify":1676538929451,"author":{"id":"3580111995316077","authorId":"3580111995316077","name":"Yunnn","avatar":"https://community-static.tradeup.com/news/69a997f43c1ae1ab1328730154099e96","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580111995316077","authorIdStr":"3580111995316077"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/S68.SI\">$SINGAPORE EXCHANGE LIMITED(S68.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>Up up and away! To the moon!&nbsp;🚀&nbsp;","listText":"<a href=\"https://ttm.financial/S/S68.SI\">$SINGAPORE EXCHANGE LIMITED(S68.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>Up up and away! To the moon!&nbsp;🚀&nbsp;","text":"$SINGAPORE EXCHANGE LIMITED(S68.SI)$ Up up and away! To the moon! 🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9956710412","isVote":1,"tweetType":1,"viewCount":563,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9956144825,"gmtCreate":1673943720467,"gmtModify":1676538906661,"author":{"id":"3580111995316077","authorId":"3580111995316077","name":"Yunnn","avatar":"https://community-static.tradeup.com/news/69a997f43c1ae1ab1328730154099e96","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580111995316077","authorIdStr":"3580111995316077"},"themes":[],"htmlText":"Love Apple and AMD","listText":"Love Apple and AMD","text":"Love Apple and AMD","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9956144825","repostId":"1102838566","repostType":4,"repost":{"id":"1102838566","pubTimestamp":1673935716,"share":"https://ttm.financial/m/news/1102838566?lang=&edition=fundamental","pubTime":"2023-01-17 14:08","market":"us","language":"en","title":"Better Growth Stock in 2023: Apple vs. AMD","url":"https://stock-news.laohu8.com/highlight/detail?id=1102838566","media":"Motley Fool","summary":"KEY POINTSDespite a sell-off, both stocks have grown by triple-digits since 2018.Apple has a great y","content":"<html><head></head><body><p><b>KEY POINTS</b></p><ul><li>Despite a sell-off, both stocks have grown by triple-digits since 2018.</li><li>Apple has a great year ahead with a venture into a lucrative market and multiple exciting upgrades to existing products.</li><li>AMD&#39;s move into consoles and data centers has proven to be a promising way to diversify its business.</li></ul><p>Apple and AMD suffered stock declines in 2022, but that hasn&#39;t dampened their excellent long-term outlooks.</p><p>A sell-off in 2022 led the <b>Nasdaq-100 Technology Sector</b> index to plunge 34% year over year. As the tech industry is known for its wealth of growth stocks, now is an excellent time to invest in the consistently developing sector.</p><p><b>Apple</b> and <b>Advanced Micro Devices</b> suffered considerable stock declines in 2022. However, these companies have retained triple-digit growth in their shares over the past five years, proving the value of investing in growth stocks for the long term.</p><p>Although Apple and AMD suffered from macroeconomic headwinds last year, 2023 holds some exciting developments for these companies. So, which is the better buy? Let&#39;s take a look.</p><p><b>Apple plans bigger step into virtual and augmented reality</b></p><p>Apple shares fell 27% throughout 2022 amid the sell-off. However, the new year is off to a promising start, with the company&#39;s stock up 4% in the last five days and up 204% since 2018. Numerous reports in the first two weeks of 2023 have revealed Apple&#39;s rumored roadmap for the next couple of years, rallying investors.</p><p>One of the biggest nuggets of news is Apple&#39;s plans to venture into the virtual/augmented reality (VR/AR) markets this year with a new headset. The company&#39;s step into the booming markets has been rumored for years, with various acquisitions and patents concerning the technologies making the question not if but when Apple would finally pull the trigger.</p><p>Well, it looks like the debut of its long-anticipated headset is finally here, with Bloomberg reporting the company will announce the headset this spring.</p><p>Experts foresee AR and VR becoming a significant focus of technology in the near future. According to Grand View Research, the $25.33 billion AR market is expected to see a 40.9% compound annual growth rate (CAGR) through 2030. Meanwhile, the VR market was worth $21.8 billion in 2021 and will grow at a CAGR of 15% in the same period. Apple&#39;s immense brand loyalty and proven skill at successfully entering new markets could help it become the leader of an incredibly lucrative industry.</p><p>In addition to a VR/AR headset, reports have revealed the company is working on touchscreen Macs, lower-priced AirPods, and in-house designed telecom chips, which would allow it to boost revenue by ending partnerships with <b>Qualcomm</b> and <b>Broadcom</b>.</p><p>Despite a challenging 12 months, Apple has a bright future that will likely see its shares soar over the long term, making 2023 an excellent time to invest in this growth stock.</p><p><b>AMD could see console-upgrade catalyst soon</b></p><p>AMD&#39;s role as a leader in the PC industry hit its business harder than most in 2022, with consumer demand in the market suffering steep declines. In the third quarter of 2022, IDC Tracker reported a 15% decline in worldwide PC shipments. Meanwhile, graphics processing unit (GPU) shipments fell 25.1% in the same quarter.</p><p>As a result, AMD&#39;s stock plunged 55% throughout 2022. However, the company&#39;s shares have retained growth of 490% since 2018 and have started 2023 by rising 9% in the first 12 days of the year.</p><p>Moreover, while a declining GPU market is concerning for AMD, its 16% market share means it won&#39;t suffer as much as competitors like <b>Nvidia</b>, with its 72% market share. And AMD has made promising moves to diversify its business in other lucrative industries.</p><p>In the third quarter of 2022, AMD&#39;s gaming segment revenue grew 13.7%, earning $1.63 billion, largely thanks to partnerships with console manufacturers. Specifically, AMD exclusively supplies graphics and processing hardware to <b>Sony</b> and <b>Microsoft</b> for their widely popular gaming consoles. Both companies are expected to release upgraded, beefier versions of their consoles within the next two years, which would provide AMD with a boost in revenue.</p><p>Additionally, AMD is home to a booming data centers segment. Its revenue rose 45% year over year to $1.6 billion in Q3 2022, earning the largest portion of AMD&#39;s revenue.</p><p>AMD&#39;s stock has a mountain to climb, but I wouldn&#39;t bet against the company over the long term.</p><p>Apple and AMD have carved out unique positions in the tech industry, and their businesses and stocks have soared over time. These companies both have promising outlooks; however, Apple is the better growth stock in 2023.</p><p>Apple has a bevy of exciting projects in the works and was less affected by the economic declines in 2022 than AMD, proving it is the more resilient business. Additionally, AMD shares are trading at 42 times its earnings compared to Apple&#39;s preferable price-to-earnings ratio of 22.</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>Better Growth Stock in 2023: Apple vs. AMD</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\">\nBetter Growth Stock in 2023: Apple vs. AMD\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-17 14:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/01/16/better-growth-stock-in-2023-apple-vs-amd/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSDespite a sell-off, both stocks have grown by triple-digits since 2018.Apple has a great year ahead with a venture into a lucrative market and multiple exciting upgrades to existing products...</p>\n\n<a href=\"https://www.fool.com/investing/2023/01/16/better-growth-stock-in-2023-apple-vs-amd/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司","AAPL":"苹果"},"source_url":"https://www.fool.com/investing/2023/01/16/better-growth-stock-in-2023-apple-vs-amd/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102838566","content_text":"KEY POINTSDespite a sell-off, both stocks have grown by triple-digits since 2018.Apple has a great year ahead with a venture into a lucrative market and multiple exciting upgrades to existing products.AMD's move into consoles and data centers has proven to be a promising way to diversify its business.Apple and AMD suffered stock declines in 2022, but that hasn't dampened their excellent long-term outlooks.A sell-off in 2022 led the Nasdaq-100 Technology Sector index to plunge 34% year over year. As the tech industry is known for its wealth of growth stocks, now is an excellent time to invest in the consistently developing sector.Apple and Advanced Micro Devices suffered considerable stock declines in 2022. However, these companies have retained triple-digit growth in their shares over the past five years, proving the value of investing in growth stocks for the long term.Although Apple and AMD suffered from macroeconomic headwinds last year, 2023 holds some exciting developments for these companies. So, which is the better buy? Let's take a look.Apple plans bigger step into virtual and augmented realityApple shares fell 27% throughout 2022 amid the sell-off. However, the new year is off to a promising start, with the company's stock up 4% in the last five days and up 204% since 2018. Numerous reports in the first two weeks of 2023 have revealed Apple's rumored roadmap for the next couple of years, rallying investors.One of the biggest nuggets of news is Apple's plans to venture into the virtual/augmented reality (VR/AR) markets this year with a new headset. The company's step into the booming markets has been rumored for years, with various acquisitions and patents concerning the technologies making the question not if but when Apple would finally pull the trigger.Well, it looks like the debut of its long-anticipated headset is finally here, with Bloomberg reporting the company will announce the headset this spring.Experts foresee AR and VR becoming a significant focus of technology in the near future. According to Grand View Research, the $25.33 billion AR market is expected to see a 40.9% compound annual growth rate (CAGR) through 2030. Meanwhile, the VR market was worth $21.8 billion in 2021 and will grow at a CAGR of 15% in the same period. Apple's immense brand loyalty and proven skill at successfully entering new markets could help it become the leader of an incredibly lucrative industry.In addition to a VR/AR headset, reports have revealed the company is working on touchscreen Macs, lower-priced AirPods, and in-house designed telecom chips, which would allow it to boost revenue by ending partnerships with Qualcomm and Broadcom.Despite a challenging 12 months, Apple has a bright future that will likely see its shares soar over the long term, making 2023 an excellent time to invest in this growth stock.AMD could see console-upgrade catalyst soonAMD's role as a leader in the PC industry hit its business harder than most in 2022, with consumer demand in the market suffering steep declines. In the third quarter of 2022, IDC Tracker reported a 15% decline in worldwide PC shipments. Meanwhile, graphics processing unit (GPU) shipments fell 25.1% in the same quarter.As a result, AMD's stock plunged 55% throughout 2022. However, the company's shares have retained growth of 490% since 2018 and have started 2023 by rising 9% in the first 12 days of the year.Moreover, while a declining GPU market is concerning for AMD, its 16% market share means it won't suffer as much as competitors like Nvidia, with its 72% market share. And AMD has made promising moves to diversify its business in other lucrative industries.In the third quarter of 2022, AMD's gaming segment revenue grew 13.7%, earning $1.63 billion, largely thanks to partnerships with console manufacturers. Specifically, AMD exclusively supplies graphics and processing hardware to Sony and Microsoft for their widely popular gaming consoles. Both companies are expected to release upgraded, beefier versions of their consoles within the next two years, which would provide AMD with a boost in revenue.Additionally, AMD is home to a booming data centers segment. Its revenue rose 45% year over year to $1.6 billion in Q3 2022, earning the largest portion of AMD's revenue.AMD's stock has a mountain to climb, but I wouldn't bet against the company over the long term.Apple and AMD have carved out unique positions in the tech industry, and their businesses and stocks have soared over time. These companies both have promising outlooks; however, Apple is the better growth stock in 2023.Apple has a bevy of exciting projects in the works and was less affected by the economic declines in 2022 than AMD, proving it is the more resilient business. Additionally, AMD shares are trading at 42 times its earnings compared to Apple's preferable price-to-earnings ratio of 22.","news_type":1},"isVote":1,"tweetType":1,"viewCount":154,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9956126149,"gmtCreate":1673938110181,"gmtModify":1676538905739,"author":{"id":"3580111995316077","authorId":"3580111995316077","name":"Yunnn","avatar":"https://community-static.tradeup.com/news/69a997f43c1ae1ab1328730154099e96","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580111995316077","authorIdStr":"3580111995316077"},"themes":[],"htmlText":"When is a good entry point for ST and cap land investment?&nbsp;","listText":"When is a good entry point for ST and cap land investment?&nbsp;","text":"When is a good entry point for ST and cap land investment?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9956126149","repostId":"1145459124","repostType":2,"repost":{"id":"1145459124","pubTimestamp":1673920400,"share":"https://ttm.financial/m/news/1145459124?lang=&edition=fundamental","pubTime":"2023-01-17 09:53","market":"sg","language":"en","title":"Have S$20,000? 4 Singapore Blue-Chip Stocks to Consider for Your Portfolio","url":"https://stock-news.laohu8.com/highlight/detail?id=1145459124","media":"The Smart Investor","summary":"It’s the start of a new year, and for those of you who have braved through a tough 2022, you can loo","content":"<html><head></head><body><p>It’s the start of a new year, and for those of you who have braved through a tough 2022, you can look forward to receiving your bonus or annual wage supplement.</p><p>But with inflation hovering near 14-year highs, it may not be a good idea to sock that sum of money in a bank account.</p><p>Although many banks have been raising their savings deposit rates, parking your money in the bank is still not an effective long-term solution to beating inflation.</p><p>In addition, such accounts also come with a host of terms and conditions before you can enjoy the maximum interest rate tier.</p><p>It’s a better idea to invest the money in solid, well-managed blue-chip companies that offer a great mix of growth and dividends.</p><p>What’s more, with a possible recession looming on the horizon, blue chips are also well-equipped to help weather the economic storm and allow you to sleep peacefully.</p><p>If you have S$20,000 to invest, here are four blue-chip stocks that are well-known for their reliability and financial strength.</p><h3><a href=\"https://laohu8.com/S/D05.SI\">DBS Group</a></h3><p>Singapore’s largest bank by market capitalisation needs no introduction.</p><p>DBS is a core pillar of Singapore’s economy and has gone through numerous economic cycles unscathed.</p><p>The lender reported a sparkling set of results for its fiscal 2022’s third quarter (3Q2022), with net profit hitting a record-high of S$2.24 billion.</p><p>There may be more good news to come when the bank releases its FY2022 earnings on the morning of 13 February.</p><p>Surging interest rates are a boon for DBS as it can reprice its loans at higher rates, thus boosting both its net interest margin and net interest income.</p><p>The higher revenue will flow through to its bottom line, further lifting its net profit.</p><p>For 3Q2022, DBS paid out an interim dividend of S$0.36, which translates to an annualised dividend of S$1.44.</p><p>The group’s shares offer a trailing 12-month dividend yield of 4.1%.</p><h3><a href=\"https://laohu8.com/S/S68.SI\">Singapore Exchange Limited</a></h3><p>Singapore Exchange Limited, or SGX, is Singapore’s sole stock exchange operator.</p><p>The group enjoys a natural monopoly here with its main competitors being overseas bourses that are larger.</p><p>That said, SGX can hold its own as an attractive destination for businesses and investors.</p><p>Its December 2022 market statistics showed that derivatives daily average volume rose 8% year on year with record volumes generated across a wide range of asset classes for the whole of last year.</p><p>With the Straits Times Index (SGX: ^STI) being one of the rare stock market performers last year, securities daily average value also grew 10% year on year.</p><p>For its fiscal 2022 ending 30 June 2022, SGX reported a record-high revenue and also paid out an annual dividend of S$0.32.</p><p>The bourse operator’s trailing dividend yield stood at 3.5% and investors can look forward to a good set of results when the group reports its fiscal 2023’s first half (1H2023) earnings on 9 February.</p><h3><a href=\"https://laohu8.com/S/C09.SI\">City Developments Limited</a></h3><p>City Developments Limited, or CDL, is a global real estate company with a property network spanning 104 locations in 29 countries and regions.</p><p>The group reported a sparkling set of earnings for its 1H2022 and also quadrupled its interim dividend to S$0.12 from S$0.03 a year ago.</p><p>Its 2022’s third quarter (3Q2022) business update also saw a resilient performance, with the property giant and its joint venture associates selling 95 Singapore property units with a sales value of S$281 million.</p><p>CDL’s investment properties segment also enjoyed high occupancy levels.</p><p>As of 30 September 2022, its Singapore office portfolio boasted a high committed occupancy of 94.3% while its retail portfolio’s committed occupancy came in at 95.3%.</p><p>What’s more, CDL’s hotel operations also enjoyed a strong rebound as air travel and tourism resumed.</p><p>Room occupancy for 3Q2022 jumped nearly 16 percentage points to 71% while revenue per available room (RevPAR) soared nearly 89% year on year to S$161.9.</p><h3><a href=\"https://laohu8.com/S/S63.SI\">Singapore Technologies Engineering Ltd</a></h3><p>Singapore Technologies Engineering Ltd, or STE, is an engineering and technology stalwart with businesses that serve the aerospace, smart city, and defence segments.</p><p>The group reported a 19% year on year jump in revenue for the first nine months of 2022 (9M2022), with higher contributions flowing across all its business segments.</p><p>STE also snagged S$4.8 billion worth of new contracts in 3Q2022, bringing its order book to a high of S$25 billion as of 30 September 2022.</p><p>The group is on a roll as it secured a US$1.1 billion contract in November to modernise the toll collection systems in New Jersey, USA.</p><p>STE paid out an interim dividend of S$0.04, bringing its annualised dividend to S$0.16.</p><p>Shares of the engineering conglomerate provide a forward dividend yield of 4.7%.</p></body></html>","source":"lsy1602567310727","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>Have S$20,000? 4 Singapore Blue-Chip Stocks to Consider for Your Portfolio</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\">\nHave S$20,000? 4 Singapore Blue-Chip Stocks to Consider for Your Portfolio\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-17 09:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://thesmartinvestor.com.sg/have-s20000-4-singapore-blue-chip-stocks-to-consider-for-your-portfolio/><strong>The Smart Investor</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It’s the start of a new year, and for those of you who have braved through a tough 2022, you can look forward to receiving your bonus or annual wage supplement.But with inflation hovering near 14-year...</p>\n\n<a href=\"https://thesmartinvestor.com.sg/have-s20000-4-singapore-blue-chip-stocks-to-consider-for-your-portfolio/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"C09.SI":"城市发展","S63.SI":"新科工程","D05.SI":"星展集团控股","S68.SI":"新加坡交易所"},"source_url":"https://thesmartinvestor.com.sg/have-s20000-4-singapore-blue-chip-stocks-to-consider-for-your-portfolio/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145459124","content_text":"It’s the start of a new year, and for those of you who have braved through a tough 2022, you can look forward to receiving your bonus or annual wage supplement.But with inflation hovering near 14-year highs, it may not be a good idea to sock that sum of money in a bank account.Although many banks have been raising their savings deposit rates, parking your money in the bank is still not an effective long-term solution to beating inflation.In addition, such accounts also come with a host of terms and conditions before you can enjoy the maximum interest rate tier.It’s a better idea to invest the money in solid, well-managed blue-chip companies that offer a great mix of growth and dividends.What’s more, with a possible recession looming on the horizon, blue chips are also well-equipped to help weather the economic storm and allow you to sleep peacefully.If you have S$20,000 to invest, here are four blue-chip stocks that are well-known for their reliability and financial strength.DBS GroupSingapore’s largest bank by market capitalisation needs no introduction.DBS is a core pillar of Singapore’s economy and has gone through numerous economic cycles unscathed.The lender reported a sparkling set of results for its fiscal 2022’s third quarter (3Q2022), with net profit hitting a record-high of S$2.24 billion.There may be more good news to come when the bank releases its FY2022 earnings on the morning of 13 February.Surging interest rates are a boon for DBS as it can reprice its loans at higher rates, thus boosting both its net interest margin and net interest income.The higher revenue will flow through to its bottom line, further lifting its net profit.For 3Q2022, DBS paid out an interim dividend of S$0.36, which translates to an annualised dividend of S$1.44.The group’s shares offer a trailing 12-month dividend yield of 4.1%.Singapore Exchange LimitedSingapore Exchange Limited, or SGX, is Singapore’s sole stock exchange operator.The group enjoys a natural monopoly here with its main competitors being overseas bourses that are larger.That said, SGX can hold its own as an attractive destination for businesses and investors.Its December 2022 market statistics showed that derivatives daily average volume rose 8% year on year with record volumes generated across a wide range of asset classes for the whole of last year.With the Straits Times Index (SGX: ^STI) being one of the rare stock market performers last year, securities daily average value also grew 10% year on year.For its fiscal 2022 ending 30 June 2022, SGX reported a record-high revenue and also paid out an annual dividend of S$0.32.The bourse operator’s trailing dividend yield stood at 3.5% and investors can look forward to a good set of results when the group reports its fiscal 2023’s first half (1H2023) earnings on 9 February.City Developments LimitedCity Developments Limited, or CDL, is a global real estate company with a property network spanning 104 locations in 29 countries and regions.The group reported a sparkling set of earnings for its 1H2022 and also quadrupled its interim dividend to S$0.12 from S$0.03 a year ago.Its 2022’s third quarter (3Q2022) business update also saw a resilient performance, with the property giant and its joint venture associates selling 95 Singapore property units with a sales value of S$281 million.CDL’s investment properties segment also enjoyed high occupancy levels.As of 30 September 2022, its Singapore office portfolio boasted a high committed occupancy of 94.3% while its retail portfolio’s committed occupancy came in at 95.3%.What’s more, CDL’s hotel operations also enjoyed a strong rebound as air travel and tourism resumed.Room occupancy for 3Q2022 jumped nearly 16 percentage points to 71% while revenue per available room (RevPAR) soared nearly 89% year on year to S$161.9.Singapore Technologies Engineering LtdSingapore Technologies Engineering Ltd, or STE, is an engineering and technology stalwart with businesses that serve the aerospace, smart city, and defence segments.The group reported a 19% year on year jump in revenue for the first nine months of 2022 (9M2022), with higher contributions flowing across all its business segments.STE also snagged S$4.8 billion worth of new contracts in 3Q2022, bringing its order book to a high of S$25 billion as of 30 September 2022.The group is on a roll as it secured a US$1.1 billion contract in November to modernise the toll collection systems in New Jersey, USA.STE paid out an interim dividend of S$0.04, bringing its annualised dividend to S$0.16.Shares of the engineering conglomerate provide a forward dividend yield of 4.7%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":135,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9953732351,"gmtCreate":1673324668673,"gmtModify":1676538818414,"author":{"id":"3580111995316077","authorId":"3580111995316077","name":"Yunnn","avatar":"https://community-static.tradeup.com/news/69a997f43c1ae1ab1328730154099e96","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580111995316077","authorIdStr":"3580111995316077"},"themes":[],"htmlText":"You really never know when is a discount coming","listText":"You really never know when is a discount coming","text":"You really never know when is a discount coming","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9953732351","repostId":"2302729251","repostType":4,"repost":{"id":"2302729251","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1673275620,"share":"https://ttm.financial/m/news/2302729251?lang=&edition=fundamental","pubTime":"2023-01-09 22:47","market":"us","language":"en","title":"Tesla Delivery Time Is Longer on Some China Models After Discounts","url":"https://stock-news.laohu8.com/highlight/detail?id=2302729251","media":"Reuters","summary":"SHANGHAI, Jan 9 (Reuters) - Tesla  has indicated longer waiting times for potential buyers of some v","content":"<html><head></head><body><p>SHANGHAI, Jan 9 (Reuters) - Tesla  has indicated longer waiting times for potential buyers of some versions of the Model Y in China, signalling that price cuts announced on Friday could be stoking demand in the electric vehicle maker&#39;s second-largest market.</p><p>Tesla shares jumped 6.74% in morning trading.</p><p><img src=\"https://static.tigerbbs.com/bc896986bfda911932d362987418c3db\" tg-width=\"855\" tg-height=\"848\" width=\"100%\" height=\"auto\"/></p><p>The waiting time for orders of the rear-wheel-drive and long-range versions of Model Y was a week longer on Monday than it had been on Friday, Tesla&#39;s website showed.</p><p>The wait as of Monday was two to five weeks on those models.</p><p>The wait time for all versions of the Model 3 and the performance version of the Model Y remained at <a href=\"https://laohu8.com/S/AONE.U\">one</a> to four weeks as of Monday.</p><p>Tesla cut prices by 6% to 13.5% on Friday in discounts that brought some of its cars to near BYD&#39;s    best-selling models in a step analysts read as a sign that a price war could be building at a time when demand in China has faltered.</p><p>As of Monday, Tesla had not made any adjustment to its January production plan for its Shanghai plant, with suspension of the assembly lines to start from Jan. 20 through the end of the month, a person with knowledge of the matter said.</p><p>Angry Chinese owners who bought Tesla cars in late 2022 and missed out on the additional discount said they were waiting for a response to the company for their demand for some kind of compensation after a flurry of impromptu protests.</p><p>A Tesla representative told Reuters on Saturday that the company has no plan to compensate those buyers for price cuts they had missed. The company did not respond to a request for comment on Monday.</p><p>Some of the buyers in China said they had been led to believe that the further discounts would not be coming. Many were also looking to take advantage of a nation-wide EV subsidy that expired at year end.</p><p>Chinese state media have largely opted not to cover the protests, which online videos showed happened in cities including Beijing, Shenzhen, Chengdu and Xi&#39;an. Reuters witnessed a protest at a Tesla facility in Shanghai.</p><p>Comments on Chinese social media were largely negative toward the Tesla buyers who have protested, with many saying online they should have understood the terms of the contract.</p><p>&#34;I feel ashamed for them protesting after Tesla cut the prices,&#34; a popular law blogger named &#34;Wind Blows&#34; commented on his Weibo social media.</p><p>Separately, Tesla began offering discounts to buyers in Singapore as of Monday who agreed to purchase existing inventory, adding that market to China, <a href=\"https://laohu8.com/S/SQX.AU\">South</a> Korea, Japan and Australia to those where it has offered new incentives.</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>Tesla Delivery Time Is Longer on Some China Models After Discounts</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Delivery Time Is Longer on Some China Models After Discounts\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2023-01-09 22:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>SHANGHAI, Jan 9 (Reuters) - Tesla  has indicated longer waiting times for potential buyers of some versions of the Model Y in China, signalling that price cuts announced on Friday could be stoking demand in the electric vehicle maker&#39;s second-largest market.</p><p>Tesla shares jumped 6.74% in morning trading.</p><p><img src=\"https://static.tigerbbs.com/bc896986bfda911932d362987418c3db\" tg-width=\"855\" tg-height=\"848\" width=\"100%\" height=\"auto\"/></p><p>The waiting time for orders of the rear-wheel-drive and long-range versions of Model Y was a week longer on Monday than it had been on Friday, Tesla&#39;s website showed.</p><p>The wait as of Monday was two to five weeks on those models.</p><p>The wait time for all versions of the Model 3 and the performance version of the Model Y remained at <a href=\"https://laohu8.com/S/AONE.U\">one</a> to four weeks as of Monday.</p><p>Tesla cut prices by 6% to 13.5% on Friday in discounts that brought some of its cars to near BYD&#39;s    best-selling models in a step analysts read as a sign that a price war could be building at a time when demand in China has faltered.</p><p>As of Monday, Tesla had not made any adjustment to its January production plan for its Shanghai plant, with suspension of the assembly lines to start from Jan. 20 through the end of the month, a person with knowledge of the matter said.</p><p>Angry Chinese owners who bought Tesla cars in late 2022 and missed out on the additional discount said they were waiting for a response to the company for their demand for some kind of compensation after a flurry of impromptu protests.</p><p>A Tesla representative told Reuters on Saturday that the company has no plan to compensate those buyers for price cuts they had missed. The company did not respond to a request for comment on Monday.</p><p>Some of the buyers in China said they had been led to believe that the further discounts would not be coming. Many were also looking to take advantage of a nation-wide EV subsidy that expired at year end.</p><p>Chinese state media have largely opted not to cover the protests, which online videos showed happened in cities including Beijing, Shenzhen, Chengdu and Xi&#39;an. Reuters witnessed a protest at a Tesla facility in Shanghai.</p><p>Comments on Chinese social media were largely negative toward the Tesla buyers who have protested, with many saying online they should have understood the terms of the contract.</p><p>&#34;I feel ashamed for them protesting after Tesla cut the prices,&#34; a popular law blogger named &#34;Wind Blows&#34; commented on his Weibo social media.</p><p>Separately, Tesla began offering discounts to buyers in Singapore as of Monday who agreed to purchase existing inventory, adding that market to China, <a href=\"https://laohu8.com/S/SQX.AU\">South</a> Korea, Japan and Australia to those where it has offered new incentives.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK1119":"汽车制造商","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","BK4550":"红杉资本持仓","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0056508442.USD":"贝莱德世界科技基金A2","BK4574":"无人驾驶","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK1522":"燃料电池","BK4551":"寇图资本持仓","LU0348805143.USD":"ALLIANZ ENHANCED ALL CHINA EQUITY \"A\" (USD) INC","LU0234572021.USD":"高盛美国核心股票组合Acc","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4581":"高盛持仓","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","BK4511":"特斯拉概念","LU2063271972.USD":"富兰克林创新领域基金","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","BK4124":"机动车零配件与设备","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU0823414478.USD":"法巴经典能源转换基金","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","SG9999006514.SGD":"United Asia Consumer Fund SGD","LU0097036916.USD":"贝莱德美国增长A2 USD","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU1548497426.USD":"安联环球人工智能AT Acc","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","BK4534":"瑞士信贷持仓","BK1594":"碳中和概念股","BK4555":"新能源车","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","BK4533":"AQR资本管理(全球第二大对冲基金)","BK1539":"汽车股","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","TSLA":"特斯拉","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2302729251","content_text":"SHANGHAI, Jan 9 (Reuters) - Tesla  has indicated longer waiting times for potential buyers of some versions of the Model Y in China, signalling that price cuts announced on Friday could be stoking demand in the electric vehicle maker's second-largest market.Tesla shares jumped 6.74% in morning trading.The waiting time for orders of the rear-wheel-drive and long-range versions of Model Y was a week longer on Monday than it had been on Friday, Tesla's website showed.The wait as of Monday was two to five weeks on those models.The wait time for all versions of the Model 3 and the performance version of the Model Y remained at one to four weeks as of Monday.Tesla cut prices by 6% to 13.5% on Friday in discounts that brought some of its cars to near BYD's    best-selling models in a step analysts read as a sign that a price war could be building at a time when demand in China has faltered.As of Monday, Tesla had not made any adjustment to its January production plan for its Shanghai plant, with suspension of the assembly lines to start from Jan. 20 through the end of the month, a person with knowledge of the matter said.Angry Chinese owners who bought Tesla cars in late 2022 and missed out on the additional discount said they were waiting for a response to the company for their demand for some kind of compensation after a flurry of impromptu protests.A Tesla representative told Reuters on Saturday that the company has no plan to compensate those buyers for price cuts they had missed. The company did not respond to a request for comment on Monday.Some of the buyers in China said they had been led to believe that the further discounts would not be coming. Many were also looking to take advantage of a nation-wide EV subsidy that expired at year end.Chinese state media have largely opted not to cover the protests, which online videos showed happened in cities including Beijing, Shenzhen, Chengdu and Xi'an. Reuters witnessed a protest at a Tesla facility in Shanghai.Comments on Chinese social media were largely negative toward the Tesla buyers who have protested, with many saying online they should have understood the terms of the contract.\"I feel ashamed for them protesting after Tesla cut the prices,\" a popular law blogger named \"Wind Blows\" commented on his Weibo social media.Separately, Tesla began offering discounts to buyers in Singapore as of Monday who agreed to purchase existing inventory, adding that market to China, South Korea, Japan and Australia to those where it has offered new incentives.","news_type":1},"isVote":1,"tweetType":1,"viewCount":333,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9953666336,"gmtCreate":1673238917125,"gmtModify":1676538804118,"author":{"id":"3580111995316077","authorId":"3580111995316077","name":"Yunnn","avatar":"https://community-static.tradeup.com/news/69a997f43c1ae1ab1328730154099e96","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580111995316077","authorIdStr":"3580111995316077"},"themes":[],"htmlText":"Pls go high!!","listText":"Pls go high!!","text":"Pls go high!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9953666336","repostId":"1132494871","repostType":4,"repost":{"id":"1132494871","pubTimestamp":1673222793,"share":"https://ttm.financial/m/news/1132494871?lang=&edition=fundamental","pubTime":"2023-01-09 08:06","market":"sg","language":"en","title":"Singapore Shares Expected To Bounce Higher Again On Monday","url":"https://stock-news.laohu8.com/highlight/detail?id=1132494871","media":"RTTNews","summary":"The Singapore stock market turned lower again on Friday, one session after halting the two-day slide","content":"<html><head></head><body><p>The Singapore stock market turned lower again on Friday, one session after halting the two-day slide in which it had slipped almost 10 points or 0.3 percent. The Straits Times Index now rests just above the 3,275-point plateau and it&#39;s tipped to open in the green again on Monday.</p><p>The global forecast for the Asian markets is broadly positive on optimism over the outlook for interest rates. The European and U.S. markets were sharply higher and the Asian bourses are expected to open in similar fashion.</p><p>The STI finished modestly lower on Friday following losses from the properties and REITs and mixed performances from the financial shares and industrials.</p><p>For the day, the index shed 15.94 points or 0.48 percent to finish at 3,276.72 after trading between 3,271.08 and 3,290.32.</p><p>Among the actives, Ascendas REIT tanked 2.15 percent, while CapitaLand Integrated Commercial Trust tumbled 1.96 percent, CapitaLand Investment plummeted 4.40 percent, City Developments plunged 2.87 percent, DBS Group skidded 0.89 percent, DFI Retail surged 5.65 percent, Emperador slumped 0.99 percent, Genting Singapore climbed 1.04 percent, Keppel Corp sank 0.82 percent, Mapletree Pan Asia Commercial Trust retreated 1.74 percent, Mapletree Industrial Trust stumbled 1.32 percent, Mapletree Logistics Trust declined 1.84 percent, Oversea-Chinese Banking Corporation collected 0.48 percent, SATS gained 0.35 percent, Singapore Technologies Engineering dropped 0.88 percent, SingTel added 0.40 percent, United Overseas Bank lost 0.42 percent, Wilmar International rose 0.24 percent, Yangzijiang Financial jumped 1.45 percent, Yangzijiang Shipbuilding soared 4.24 percent and Hongkong Land, SembCorp Industries, Thai Beverage and Comfort DelGro were unchanged.</p><p>The lead from Wall Street is solid as the major averages opened slightly higher on Friday but only accelerated as the day continued, ending near session highs.</p><p>The Dow surged 700.51 points or 2.13 percent to finish at 33,630.61, while the NASDAQ soared 264.09 points or 2.56 percent to end at 10,569.29 and the S&amp;P 500 jumped 86.98 points or 2.28 percent to close at 3,895.08.</p><p>Stocks rallied as investors hoped that the report from the Institute for Supply Management showing U.S. service sector activity unexpectedly contracted in December will convince the Federal Reserve to slow its aggressive pace on interest rate hikes.</p><p>Adding to the positive sentiment, the Labor Department reported that employment increased more than expected in December, while the jobless rate fell to a 50-year low.</p><p>Crude oil prices settled flat on Friday as fears of a global recession raised concerns about the outlook for energy demand. West Texas Intermediate Crude oil futures for February settled at $73.77 a barrel, up just 10 cents from the previous close.</p></body></html>","source":"lsy1626938412129","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>Singapore Shares Expected To Bounce Higher Again On Monday</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\">\nSingapore Shares Expected To Bounce Higher Again On Monday\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-09 08:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.rttnews.com/3335665/singapore-shares-expected-to-bounce-higher-again-on-monday.aspx?type=acom><strong>RTTNews</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Singapore stock market turned lower again on Friday, one session after halting the two-day slide in which it had slipped almost 10 points or 0.3 percent. The Straits Times Index now rests just ...</p>\n\n<a href=\"https://www.rttnews.com/3335665/singapore-shares-expected-to-bounce-higher-again-on-monday.aspx?type=acom\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"STI.SI":"富时新加坡海峡指数"},"source_url":"https://www.rttnews.com/3335665/singapore-shares-expected-to-bounce-higher-again-on-monday.aspx?type=acom","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132494871","content_text":"The Singapore stock market turned lower again on Friday, one session after halting the two-day slide in which it had slipped almost 10 points or 0.3 percent. The Straits Times Index now rests just above the 3,275-point plateau and it's tipped to open in the green again on Monday.The global forecast for the Asian markets is broadly positive on optimism over the outlook for interest rates. The European and U.S. markets were sharply higher and the Asian bourses are expected to open in similar fashion.The STI finished modestly lower on Friday following losses from the properties and REITs and mixed performances from the financial shares and industrials.For the day, the index shed 15.94 points or 0.48 percent to finish at 3,276.72 after trading between 3,271.08 and 3,290.32.Among the actives, Ascendas REIT tanked 2.15 percent, while CapitaLand Integrated Commercial Trust tumbled 1.96 percent, CapitaLand Investment plummeted 4.40 percent, City Developments plunged 2.87 percent, DBS Group skidded 0.89 percent, DFI Retail surged 5.65 percent, Emperador slumped 0.99 percent, Genting Singapore climbed 1.04 percent, Keppel Corp sank 0.82 percent, Mapletree Pan Asia Commercial Trust retreated 1.74 percent, Mapletree Industrial Trust stumbled 1.32 percent, Mapletree Logistics Trust declined 1.84 percent, Oversea-Chinese Banking Corporation collected 0.48 percent, SATS gained 0.35 percent, Singapore Technologies Engineering dropped 0.88 percent, SingTel added 0.40 percent, United Overseas Bank lost 0.42 percent, Wilmar International rose 0.24 percent, Yangzijiang Financial jumped 1.45 percent, Yangzijiang Shipbuilding soared 4.24 percent and Hongkong Land, SembCorp Industries, Thai Beverage and Comfort DelGro were unchanged.The lead from Wall Street is solid as the major averages opened slightly higher on Friday but only accelerated as the day continued, ending near session highs.The Dow surged 700.51 points or 2.13 percent to finish at 33,630.61, while the NASDAQ soared 264.09 points or 2.56 percent to end at 10,569.29 and the S&P 500 jumped 86.98 points or 2.28 percent to close at 3,895.08.Stocks rallied as investors hoped that the report from the Institute for Supply Management showing U.S. service sector activity unexpectedly contracted in December will convince the Federal Reserve to slow its aggressive pace on interest rate hikes.Adding to the positive sentiment, the Labor Department reported that employment increased more than expected in December, while the jobless rate fell to a 50-year low.Crude oil prices settled flat on Friday as fears of a global recession raised concerns about the outlook for energy demand. West Texas Intermediate Crude oil futures for February settled at $73.77 a barrel, up just 10 cents from the previous close.","news_type":1},"isVote":1,"tweetType":1,"viewCount":330,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9050421027,"gmtCreate":1654227161669,"gmtModify":1676535416913,"author":{"id":"3580111995316077","authorId":"3580111995316077","name":"Yunnn","avatar":"https://community-static.tradeup.com/news/69a997f43c1ae1ab1328730154099e96","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580111995316077","authorIdStr":"3580111995316077"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GPRO\">$GoPro(GPRO)$</a>Not sure what's going on","listText":"<a href=\"https://ttm.financial/S/GPRO\">$GoPro(GPRO)$</a>Not sure what's going on","text":"$GoPro(GPRO)$Not sure what's going on","images":[{"img":"https://community-static.tradeup.com/news/a6037a9722eba24f9b340166744216ac","width":"828","height":"1632"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":19,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9050421027","isVote":1,"tweetType":1,"viewCount":229,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9098461398,"gmtCreate":1644205092043,"gmtModify":1676533899661,"author":{"id":"3580111995316077","authorId":"3580111995316077","name":"Yunnn","avatar":"https://community-static.tradeup.com/news/69a997f43c1ae1ab1328730154099e96","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580111995316077","authorIdStr":"3580111995316077"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/S68.SI\">$SINGAPORE EXCHANGE LIMITED(S68.SI)$</a>To the moon 🌙 🚀&nbsp;","listText":"<a href=\"https://ttm.financial/S/S68.SI\">$SINGAPORE EXCHANGE LIMITED(S68.SI)$</a>To the moon 🌙 🚀&nbsp;","text":"$SINGAPORE EXCHANGE LIMITED(S68.SI)$To the moon 🌙 🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9098461398","isVote":1,"tweetType":1,"viewCount":472,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4097201280076440","authorId":"4097201280076440","name":"mel18","avatar":"https://community-static.tradeup.com/news/cb8392cdbd4f593469aed779f484434a","crmLevel":5,"crmLevelSwitch":0,"idStr":"4097201280076440","authorIdStr":"4097201280076440"},"content":"go go go","text":"go go go","html":"go go go"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":256555363766320,"gmtCreate":1703654857271,"gmtModify":1703654859930,"author":{"id":"3580111995316077","authorId":"3580111995316077","name":"Yunnn","avatar":"https://community-static.tradeup.com/news/69a997f43c1ae1ab1328730154099e96","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580111995316077","authorIdStr":"3580111995316077"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$Advanced Micro Devices(AMD)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/256555363766320","isVote":1,"tweetType":1,"viewCount":253,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952886230,"gmtCreate":1674610697121,"gmtModify":1676538948919,"author":{"id":"3580111995316077","authorId":"3580111995316077","name":"Yunnn","avatar":"https://community-static.tradeup.com/news/69a997f43c1ae1ab1328730154099e96","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580111995316077","authorIdStr":"3580111995316077"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/S68.SI\">$SINGAPORE EXCHANGE LIMITED(S68.SI)$&nbsp;</a>Rally!!!","listText":"<a href=\"https://ttm.financial/S/S68.SI\">$SINGAPORE EXCHANGE LIMITED(S68.SI)$&nbsp;</a>Rally!!!","text":"$SINGAPORE EXCHANGE LIMITED(S68.SI)$ Rally!!!","images":[{"img":"https://community-static.tradeup.com/news/baa65c71314abb1294a4d15d6b0c8897","width":"828","height":"1632"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9952886230","isVote":1,"tweetType":1,"viewCount":327,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9991828701,"gmtCreate":1660809885205,"gmtModify":1676536403844,"author":{"id":"3580111995316077","authorId":"3580111995316077","name":"Yunnn","avatar":"https://community-static.tradeup.com/news/69a997f43c1ae1ab1328730154099e96","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580111995316077","authorIdStr":"3580111995316077"},"themes":[],"htmlText":"What? Delist?&nbsp;","listText":"What? Delist?&nbsp;","text":"What? Delist?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9991828701","repostId":"1115956301","repostType":2,"repost":{"id":"1115956301","pubTimestamp":1660805777,"share":"https://ttm.financial/m/news/1115956301?lang=&edition=fundamental","pubTime":"2022-08-18 14:56","market":"sg","language":"en","title":"NIO: Delisting, Supply Constraints, And A Faltering Chinese Economy","url":"https://stock-news.laohu8.com/highlight/detail?id=1115956301","media":"Seeking Alpha","summary":"SummaryNIO has been trading range-bound at the $20-level in recent months following a brief surge in","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>NIO has been trading range-bound at the $20-level in recent months following a brief surge in easing COVID disruptions in China.</li><li>While its fundamentals remain resilient, its valuation outlook continues to be constrained by risks pertaining to a potential delisting from the NYSE, ongoing supply constraints, and a slowing Chinese economy.</li><li>The following analysis will explore the different risks weighing on the &#34;fundamental&#34; and &#34;multiple&#34; factors that drive NIO&#39;s valuation prospects, as well as their related implications.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7a38855d4d8edc529ec25a5e46399631\" tg-width=\"1080\" tg-height=\"686\" width=\"100%\" height=\"auto\"/><span>Michael Vi</span></p><p>The NIO stock (NYSE:NIO) has been range-bound at the $20-level in recent months after the run-up through June on accelerating production and delivery ramp-up improvements as China&#39;s monthslong COVID disruptions to supply chains started to ease. Other positive catalyststhat have supported the stock in its current $20-range after its climb from an all-time low in the $10-range in mid-May include favourable policy support from the central and municipal Chinese governments on shoring up electric vehicle (&#34;EV&#34;) adoption in the region, as well as NIO&#39;s aggressive growth plans such as the upcoming introduction of new sub-brands to better penetrate mass market opportunities.</p><p>Yet, ongoing weakness in economic sentiment spanning a worsening domestic property slump and slowing consumption in China, as well as the fluid COVID situation remain prominent risks weighing on the NIO stock&#39;s near-term performance. The recent slew of voluntary exits from U.S. exchanges by state-backed companies have also renewed concerns of delisting risks stemming from the &#34;Holding Foreign Companies Accountable Act&#34; (&#34;HFCAA&#34;) enforced by the U.S. SEC.</p><p>Heading into NIO&#39;s second quarter earnings call, the key focus area beyond its production and delivery ramp-up efforts is where the Chinese EV maker stands when it comes to managing regulatory risks, as well as how it will fare within the increasingly competitive landscape while broader macro uncertainties continue to worsen. On one hand, NIO&#39;s progress in ramping up volumes - a key focus area for most automakers within the industry&#39;s supply-driven operational environment - will be a core driver of the &#34;fundamental&#34; factor weighing on its valuation prospects. Meanwhile, on the other hand, NIO&#39;s position amid mounting regulatory risks and broad-based market uncertainties will determine the &#34;multiple&#34; factor weighing on its valuation prospects.</p><p>The following analysis will explore both perspectives and their related implications on the NIO stock&#39;s outlook. We continue to caution regulatory risks as the largest factor that has been capping the stock&#39;s ability in unlocking its true valuation upsides, despite continued demonstration of resilient fundamentals from the underlying business.</p><p><b>2Q22 and July&#39;22 Production and Deliveries</b></p><p>As previously discussed in our most recent coverage on the stock, NIO&#39;s record-setting deliveries during the second quarter, especially in June, continues to underscore its impressive strength in re-ramping productions as the worst of supply and logistics constraints resulting from recent COVID restrictions in core Chinese manufacturing hubs start to ease.</p><p>Specifically, productions of the newest ET7 sedan, which began in March, was a highlight with 40x growth during the second quarter. Despite a slight setback in July due to limited supply of casting parts used in the production of its ET7 sedans, NIO has maintained momentum in ramping up productions with 2,473 units of the premium electric sedans delivered in the first month of 3Q22. This represents a delivery run-rate of at least 7,400 units of the ET7 in the current quarter (approx. +10% q/q), especially given its ongoing efforts in &#34;working closely with supply chain partners [to] accelerate vehicle production in the following months of the third quarter of 2022&#34;. The positive results continue to underscore NIO&#39;s strength in navigating through unprecedented disruptions from supply chain bottlenecks across the auto industry.</p><p><b>Key Focus Areas Weighing on NIO&#39;s Fundamentals</b></p><p>Looking ahead, NIO is expected to post an even stronger second half of the year, with the introduction of a strong product pipeline that adds the newest ES7 SUV to its sales mix later this month, alongside updated 2022 ES8, ES6 and EC6 SUVs. Favourable policy support in China will also continue to be a boon to NIO&#39;s operational performance in the second half of the year.</p><p><b>1. Near- to Medium-Term Focus</b></p><p>Specifically, from a fundamental perspective, the key focus area remains on NIO&#39;s ability to ramp up productions and deliveries within the supply-driven auto industry as mentioned in the earlier section. The lack of supplies and lingering logistics constraints from pandemic-era disruptions have upended the auto industry over the past year, especially for Chinese OEMs due to the region&#39;s strict COVID Zero policy which remain a pronounced downside risk for NIO. This is further corroborated by the Chinese EV maker&#39;s struggle with supply shortages in July that have impacted its ET7 sedan and EC6 SUV volumes per its latest delivery update, highlighting how NIO&#39;s production and delivery progress have largely been determined by &#34;supply availability&#34; over the past year.</p><p>Investors will remain focused on updates regarding NIO&#39;s working relationship with suppliers at the EV maker&#39;s upcoming earnings call to gauge whether production can accelerate through the third quarter and the remainder of the year as management had promised. Another key focus area remains on whether any positive progress has been made since NIO&#39;s July delivery update press release, which in our view would imply improving fundamentals, lifting the stock from its current range-bound situation.</p><p><b>2. Longer-Term Focus</b></p><p>Over the longer-term, NIO&#39;s progress on growing its market share through globalization, and primarily, domestic expansion with newly planned sub-brands to better penetrate mass market opportunities will be the core piece in bolstering its fundamental performance. China remains the largest EV market, underscoring NIO&#39;s growth opportunities ahead as it works to extend its reach beyond the premium market.</p><p>Specifically, China is expected to sell a new record of at least 6 million EVs by the end of the year, which would be double of the 3 million EVs sold in 2021. In July, China&#39;s EV sales represented more than a quarter of total new car registrations, underscoring the rapid rebound in demand following stringent COVID mobility restrictions in the preceding months. This continues to serve favourable tailwinds for domestic EV makers like NIO, which currently represent close to a fifth of China&#39;s EV sales, and growing. The statistics also validate current market observations of no material demand destruction observed across the Chinese EV market despite the recent economic slowdown, underscoring the industry&#39;s resilience and sustained growth as supply constraints - the primarily roadblock to further expansion - continue to ease.</p><p>To better penetrate the growing domestic opportunities, NIO has been diversifying its portfolio of premium offerings to address demand across various price and vehicle segments, as observed through its recent introduction of newly designed mid-sized SUVs, as well as premium sedans. More importantly, NIO&#39;s upcoming launch of new lower-priced sub-brands focused on the mass market will further its fundamental growth over the longer-term.</p><p>As discussed in detail in one of our previous coverages, NIO&#39;s introduction of a new sub-brand priced in the range of RMB 200,000 ($30,000) to RMB 300,000 ($44,000) will be critical in extending its reach beyond the premium EV market in China:</p><blockquote>Pertaining to NIO&#39;s new mass market brand, which was first mentioned in August 2021, the Chinese EV maker confirmed that it has entered into a &#34;strategic cooperation agreement with Hefei on the second phase of vehicle production plant and the facilities for key components at NeoPark&#34; in early May. However, specific details over the product pipeline and related pricing remain uncertain. To date, NIO has only disclosed that the new sub-brand will be a direct competition to Tesla&#39;s best-selling Model 3 and Model Y in China, but at a 10% discount in the RMB 200,000 ($30,000) to RMB 300,000 ($44,000) price range.</blockquote><blockquote>Source: &#34;EV Roundup: Everything from Tesla to NIO, U.S. to China&#34;</blockquote><p>Start of productions and customer deliveries on the sub-brand offerings are expected to begin in the second half of 2024, supported by internally-developed 800-volt battery packs that are expected to launch around the same time. This continues to underscore NIO&#39;s strengths in maximizing returns on its investments in building out a vertically integrated business model. We view the internalized production of 800-volt battery packs, which offer better range and faster charge times, as a positive development in reducing reliance from its sole third-party battery supplier CATL amid the increasingly constrained raw material supply chain, while also aiding better cost controls to sustain continued auto margin expansion over the longer-term.</p><p>In addition to the highly-anticipated sub-brand that NIO first introduced and confirmed in August 2021, there have also recently been reports circulating about NIO&#39;s plans on expanding further with a second sub-brand priced in the RMB 100,000 ($15,000) range to better compete against SAIC-GM-Wuling, the best-selling EV brand in China with its low-priced offerings like the &#34;Hongguang Mini&#34; (approx. $5,000) and the newest &#34;Baojun KiWi&#34; (approx. $11,000). Although this development has yet to be confirmed by NIO management, the materialization of the two sub-brands is expected to improve NIO&#39;s overall appeal to the mass market and support its ongoing efforts in penetrating opportunities within China&#39;s smaller tier 3 and tier 4 cities like Inner Mongolia and Heilongjiang, which are &#34;generally sensitive to monetary attributes&#34;.</p><p><b>Key Focus Areas Weighing on NIO Stock&#39;s Valuations</b></p><p>NIO&#39;s presence in the SEC&#39;s rolling list of delinquent issuers whose auditors are currently non-compliant with PCAOB inspection requests remains the biggest overhang on the stock&#39;s valuation from the &#34;multiple&#34; perspective.</p><p>While we have previously pointed to NIO&#39;s partial state-ownership (approx. 8%) as a potential shield against ongoing regulatory woes at home experienced by data-heavy tech companies over the past year, the exact same structure might now backfire. The recent slew of voluntary delisting from U.S. exchanges observed across &#34;China&#39;s state-owned enterprises&#34; are sounding the alarm for a similar fate for NIO, given the partial stake owned by a consortium of municipal government agencies. As mentioned in the earlier section, national security concerns remain the biggest reason in China&#39;s pushback against U.S.-mandated PCAOB audit inspections. With NIO being a massive source of data on personal travel patterns across the domestic population, along with a meaningful organizational structural link to state-backed agencies, it could be caught in the ongoing regulatory tug-of-war between the CSRC and U.S. SEC, which remains the primary drag in its valuation discount to peers in the U.S. EV market. Specifically, many foreign investors have already abstained from committing new allocations to Chinese funds over the past 12 months as they remain on the sidelines due to mounting regulatory risks, causing the valuation multiples on Chinese equities to lose their lustre compared to their American counterparts.</p><p>While NIO&#39;s &#34;homecoming&#34; listing in Hong Kong and additional listing in Singapore provides partial insulation against delisting risks by offering shareholders from its primary U.S. listing with an option to convert their ADRs for equivalents in the Asian exchanges in the unlikely event of its exit from the NYSE, it will be at a less attractive valuation. This represents another reason why NIO continues to trade at a discounted valuation multiple to its American peers despite having a &#34;back-up plan&#34; against U.S. delisting risks. The Asian exchanges are known for their &#34;less active and liquid markets&#34; compared to American exchanges - in Hong Kong, turnover in dual-listed stocks is merely half of volumes observed on the American exchanges, with risks of further declines as &#34;some institutional investors will not trade these stocks anymore&#34; if the primary U.S. listing is eliminated.</p><p><b>Final Thoughts</b></p><p>Based on the foregoing analysis, it is clear as day that regulatory risks remain the largest overhang on the NIO stock, as it continues to make favourable progress from a fundamental perspective both in terms of ramping up volumes, as well as growing market share. Any positive development to ongoing HFCAA negotiations between the U.S. and Chinese regulators, or related efforts by NIO management on resolving the issue, will be catalytic in lifting the NIO stock from its range-bound trading with renewed valuation upsides that can match those of its American peers that exhibit similar fundamental growth profiles.</p><p>While we remain optimistic on further upsides on the NIO stock at current levels, with the near-term price target set at $27 given its resilient business growth prospects, it will ultimately depend on the complete removal of the regulatory risk overhang to restore NIO&#39;s credibility as a viable high growth investment. For now, we continue to caution heightened delisting risks for NIO given its organizational structure&#39;s link to state-backed entities, in addition to broad-based market concerns on the near-term domestic economic slowdown in China, which could introduce further volatility to the NIO stock.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NIO: Delisting, Supply Constraints, And A Faltering Chinese Economy</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO: Delisting, Supply Constraints, And A Faltering Chinese Economy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-18 14:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4535128-nio-delisting-supply-constraints-and-faltering-chinese-economy?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Atrending_articles%7Cline%3A3><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryNIO has been trading range-bound at the $20-level in recent months following a brief surge in easing COVID disruptions in China.While its fundamentals remain resilient, its valuation outlook ...</p>\n\n<a href=\"https://seekingalpha.com/article/4535128-nio-delisting-supply-constraints-and-faltering-chinese-economy?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Atrending_articles%7Cline%3A3\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09866":"蔚来-SW","NIO":"蔚来","NIO.SI":"蔚来"},"source_url":"https://seekingalpha.com/article/4535128-nio-delisting-supply-constraints-and-faltering-chinese-economy?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Atrending_articles%7Cline%3A3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115956301","content_text":"SummaryNIO has been trading range-bound at the $20-level in recent months following a brief surge in easing COVID disruptions in China.While its fundamentals remain resilient, its valuation outlook continues to be constrained by risks pertaining to a potential delisting from the NYSE, ongoing supply constraints, and a slowing Chinese economy.The following analysis will explore the different risks weighing on the \"fundamental\" and \"multiple\" factors that drive NIO's valuation prospects, as well as their related implications.Michael ViThe NIO stock (NYSE:NIO) has been range-bound at the $20-level in recent months after the run-up through June on accelerating production and delivery ramp-up improvements as China's monthslong COVID disruptions to supply chains started to ease. Other positive catalyststhat have supported the stock in its current $20-range after its climb from an all-time low in the $10-range in mid-May include favourable policy support from the central and municipal Chinese governments on shoring up electric vehicle (\"EV\") adoption in the region, as well as NIO's aggressive growth plans such as the upcoming introduction of new sub-brands to better penetrate mass market opportunities.Yet, ongoing weakness in economic sentiment spanning a worsening domestic property slump and slowing consumption in China, as well as the fluid COVID situation remain prominent risks weighing on the NIO stock's near-term performance. The recent slew of voluntary exits from U.S. exchanges by state-backed companies have also renewed concerns of delisting risks stemming from the \"Holding Foreign Companies Accountable Act\" (\"HFCAA\") enforced by the U.S. SEC.Heading into NIO's second quarter earnings call, the key focus area beyond its production and delivery ramp-up efforts is where the Chinese EV maker stands when it comes to managing regulatory risks, as well as how it will fare within the increasingly competitive landscape while broader macro uncertainties continue to worsen. On one hand, NIO's progress in ramping up volumes - a key focus area for most automakers within the industry's supply-driven operational environment - will be a core driver of the \"fundamental\" factor weighing on its valuation prospects. Meanwhile, on the other hand, NIO's position amid mounting regulatory risks and broad-based market uncertainties will determine the \"multiple\" factor weighing on its valuation prospects.The following analysis will explore both perspectives and their related implications on the NIO stock's outlook. We continue to caution regulatory risks as the largest factor that has been capping the stock's ability in unlocking its true valuation upsides, despite continued demonstration of resilient fundamentals from the underlying business.2Q22 and July'22 Production and DeliveriesAs previously discussed in our most recent coverage on the stock, NIO's record-setting deliveries during the second quarter, especially in June, continues to underscore its impressive strength in re-ramping productions as the worst of supply and logistics constraints resulting from recent COVID restrictions in core Chinese manufacturing hubs start to ease.Specifically, productions of the newest ET7 sedan, which began in March, was a highlight with 40x growth during the second quarter. Despite a slight setback in July due to limited supply of casting parts used in the production of its ET7 sedans, NIO has maintained momentum in ramping up productions with 2,473 units of the premium electric sedans delivered in the first month of 3Q22. This represents a delivery run-rate of at least 7,400 units of the ET7 in the current quarter (approx. +10% q/q), especially given its ongoing efforts in \"working closely with supply chain partners [to] accelerate vehicle production in the following months of the third quarter of 2022\". The positive results continue to underscore NIO's strength in navigating through unprecedented disruptions from supply chain bottlenecks across the auto industry.Key Focus Areas Weighing on NIO's FundamentalsLooking ahead, NIO is expected to post an even stronger second half of the year, with the introduction of a strong product pipeline that adds the newest ES7 SUV to its sales mix later this month, alongside updated 2022 ES8, ES6 and EC6 SUVs. Favourable policy support in China will also continue to be a boon to NIO's operational performance in the second half of the year.1. Near- to Medium-Term FocusSpecifically, from a fundamental perspective, the key focus area remains on NIO's ability to ramp up productions and deliveries within the supply-driven auto industry as mentioned in the earlier section. The lack of supplies and lingering logistics constraints from pandemic-era disruptions have upended the auto industry over the past year, especially for Chinese OEMs due to the region's strict COVID Zero policy which remain a pronounced downside risk for NIO. This is further corroborated by the Chinese EV maker's struggle with supply shortages in July that have impacted its ET7 sedan and EC6 SUV volumes per its latest delivery update, highlighting how NIO's production and delivery progress have largely been determined by \"supply availability\" over the past year.Investors will remain focused on updates regarding NIO's working relationship with suppliers at the EV maker's upcoming earnings call to gauge whether production can accelerate through the third quarter and the remainder of the year as management had promised. Another key focus area remains on whether any positive progress has been made since NIO's July delivery update press release, which in our view would imply improving fundamentals, lifting the stock from its current range-bound situation.2. Longer-Term FocusOver the longer-term, NIO's progress on growing its market share through globalization, and primarily, domestic expansion with newly planned sub-brands to better penetrate mass market opportunities will be the core piece in bolstering its fundamental performance. China remains the largest EV market, underscoring NIO's growth opportunities ahead as it works to extend its reach beyond the premium market.Specifically, China is expected to sell a new record of at least 6 million EVs by the end of the year, which would be double of the 3 million EVs sold in 2021. In July, China's EV sales represented more than a quarter of total new car registrations, underscoring the rapid rebound in demand following stringent COVID mobility restrictions in the preceding months. This continues to serve favourable tailwinds for domestic EV makers like NIO, which currently represent close to a fifth of China's EV sales, and growing. The statistics also validate current market observations of no material demand destruction observed across the Chinese EV market despite the recent economic slowdown, underscoring the industry's resilience and sustained growth as supply constraints - the primarily roadblock to further expansion - continue to ease.To better penetrate the growing domestic opportunities, NIO has been diversifying its portfolio of premium offerings to address demand across various price and vehicle segments, as observed through its recent introduction of newly designed mid-sized SUVs, as well as premium sedans. More importantly, NIO's upcoming launch of new lower-priced sub-brands focused on the mass market will further its fundamental growth over the longer-term.As discussed in detail in one of our previous coverages, NIO's introduction of a new sub-brand priced in the range of RMB 200,000 ($30,000) to RMB 300,000 ($44,000) will be critical in extending its reach beyond the premium EV market in China:Pertaining to NIO's new mass market brand, which was first mentioned in August 2021, the Chinese EV maker confirmed that it has entered into a \"strategic cooperation agreement with Hefei on the second phase of vehicle production plant and the facilities for key components at NeoPark\" in early May. However, specific details over the product pipeline and related pricing remain uncertain. To date, NIO has only disclosed that the new sub-brand will be a direct competition to Tesla's best-selling Model 3 and Model Y in China, but at a 10% discount in the RMB 200,000 ($30,000) to RMB 300,000 ($44,000) price range.Source: \"EV Roundup: Everything from Tesla to NIO, U.S. to China\"Start of productions and customer deliveries on the sub-brand offerings are expected to begin in the second half of 2024, supported by internally-developed 800-volt battery packs that are expected to launch around the same time. This continues to underscore NIO's strengths in maximizing returns on its investments in building out a vertically integrated business model. We view the internalized production of 800-volt battery packs, which offer better range and faster charge times, as a positive development in reducing reliance from its sole third-party battery supplier CATL amid the increasingly constrained raw material supply chain, while also aiding better cost controls to sustain continued auto margin expansion over the longer-term.In addition to the highly-anticipated sub-brand that NIO first introduced and confirmed in August 2021, there have also recently been reports circulating about NIO's plans on expanding further with a second sub-brand priced in the RMB 100,000 ($15,000) range to better compete against SAIC-GM-Wuling, the best-selling EV brand in China with its low-priced offerings like the \"Hongguang Mini\" (approx. $5,000) and the newest \"Baojun KiWi\" (approx. $11,000). Although this development has yet to be confirmed by NIO management, the materialization of the two sub-brands is expected to improve NIO's overall appeal to the mass market and support its ongoing efforts in penetrating opportunities within China's smaller tier 3 and tier 4 cities like Inner Mongolia and Heilongjiang, which are \"generally sensitive to monetary attributes\".Key Focus Areas Weighing on NIO Stock's ValuationsNIO's presence in the SEC's rolling list of delinquent issuers whose auditors are currently non-compliant with PCAOB inspection requests remains the biggest overhang on the stock's valuation from the \"multiple\" perspective.While we have previously pointed to NIO's partial state-ownership (approx. 8%) as a potential shield against ongoing regulatory woes at home experienced by data-heavy tech companies over the past year, the exact same structure might now backfire. The recent slew of voluntary delisting from U.S. exchanges observed across \"China's state-owned enterprises\" are sounding the alarm for a similar fate for NIO, given the partial stake owned by a consortium of municipal government agencies. As mentioned in the earlier section, national security concerns remain the biggest reason in China's pushback against U.S.-mandated PCAOB audit inspections. With NIO being a massive source of data on personal travel patterns across the domestic population, along with a meaningful organizational structural link to state-backed agencies, it could be caught in the ongoing regulatory tug-of-war between the CSRC and U.S. SEC, which remains the primary drag in its valuation discount to peers in the U.S. EV market. Specifically, many foreign investors have already abstained from committing new allocations to Chinese funds over the past 12 months as they remain on the sidelines due to mounting regulatory risks, causing the valuation multiples on Chinese equities to lose their lustre compared to their American counterparts.While NIO's \"homecoming\" listing in Hong Kong and additional listing in Singapore provides partial insulation against delisting risks by offering shareholders from its primary U.S. listing with an option to convert their ADRs for equivalents in the Asian exchanges in the unlikely event of its exit from the NYSE, it will be at a less attractive valuation. This represents another reason why NIO continues to trade at a discounted valuation multiple to its American peers despite having a \"back-up plan\" against U.S. delisting risks. The Asian exchanges are known for their \"less active and liquid markets\" compared to American exchanges - in Hong Kong, turnover in dual-listed stocks is merely half of volumes observed on the American exchanges, with risks of further declines as \"some institutional investors will not trade these stocks anymore\" if the primary U.S. listing is eliminated.Final ThoughtsBased on the foregoing analysis, it is clear as day that regulatory risks remain the largest overhang on the NIO stock, as it continues to make favourable progress from a fundamental perspective both in terms of ramping up volumes, as well as growing market share. Any positive development to ongoing HFCAA negotiations between the U.S. and Chinese regulators, or related efforts by NIO management on resolving the issue, will be catalytic in lifting the NIO stock from its range-bound trading with renewed valuation upsides that can match those of its American peers that exhibit similar fundamental growth profiles.While we remain optimistic on further upsides on the NIO stock at current levels, with the near-term price target set at $27 given its resilient business growth prospects, it will ultimately depend on the complete removal of the regulatory risk overhang to restore NIO's credibility as a viable high growth investment. For now, we continue to caution heightened delisting risks for NIO given its organizational structure's link to state-backed entities, in addition to broad-based market concerns on the near-term domestic economic slowdown in China, which could introduce further volatility to the NIO stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":195,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":199075457,"gmtCreate":1620659369279,"gmtModify":1704346356497,"author":{"id":"3580111995316077","authorId":"3580111995316077","name":"Yunnn","avatar":"https://community-static.tradeup.com/news/69a997f43c1ae1ab1328730154099e96","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580111995316077","authorIdStr":"3580111995316077"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>What’s the target entry price?","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>What’s the target entry price?","text":"$Tiger Brokers(TIGR)$What’s the target entry price?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":6,"repostSize":2,"link":"https://ttm.financial/post/199075457","isVote":1,"tweetType":1,"viewCount":2278,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3485547621367792","authorId":"3485547621367792","name":"老严98","avatar":"https://static.tigerbbs.com/e94faa29a7ec70e18b6373d7d8f03fe9","crmLevel":1,"crmLevelSwitch":0,"idStr":"3485547621367792","authorIdStr":"3485547621367792"},"content":"Five bucks! No more! [Onlooker]","text":"Five bucks! No more! [Onlooker]","html":"Five bucks! No more! [Onlooker]"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9091334867,"gmtCreate":1643772925886,"gmtModify":1676533854758,"author":{"id":"3580111995316077","authorId":"3580111995316077","name":"Yunnn","avatar":"https://community-static.tradeup.com/news/69a997f43c1ae1ab1328730154099e96","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580111995316077","authorIdStr":"3580111995316077"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMD\">$AMD(AMD)$</a>To the moon&nbsp;🚀&nbsp;","listText":"<a href=\"https://ttm.financial/S/AMD\">$AMD(AMD)$</a>To the moon&nbsp;🚀&nbsp;","text":"$AMD(AMD)$To the moon 🚀","images":[{"img":"https://static.itradeup.com/news/a74313b9f237e634adb5f3b526ed0311","width":"828","height":"1632"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9091334867","isVote":1,"tweetType":1,"viewCount":175,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9006934047,"gmtCreate":1641572325513,"gmtModify":1676533630751,"author":{"id":"3580111995316077","authorId":"3580111995316077","name":"Yunnn","avatar":"https://community-static.tradeup.com/news/69a997f43c1ae1ab1328730154099e96","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580111995316077","authorIdStr":"3580111995316077"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SE\">$Sea Ltd(SE)$</a>Need to ride out this storm","listText":"<a href=\"https://ttm.financial/S/SE\">$Sea Ltd(SE)$</a>Need to ride out this storm","text":"$Sea Ltd(SE)$Need to ride out this storm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9006934047","isVote":1,"tweetType":1,"viewCount":231,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9010975916,"gmtCreate":1648253116679,"gmtModify":1676534321386,"author":{"id":"3580111995316077","authorId":"3580111995316077","name":"Yunnn","avatar":"https://community-static.tradeup.com/news/69a997f43c1ae1ab1328730154099e96","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580111995316077","authorIdStr":"3580111995316077"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>Lol","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>Lol","text":"$Tesla Motors(TSLA)$Lol","images":[{"img":"https://community-static.tradeup.com/news/b12859715ebd5e18c3591a3aa8f14145","width":"828","height":"1632"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9010975916","isVote":1,"tweetType":1,"viewCount":163,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9037705233,"gmtCreate":1648173928279,"gmtModify":1676534313274,"author":{"id":"3580111995316077","authorId":"3580111995316077","name":"Yunnn","avatar":"https://community-static.tradeup.com/news/69a997f43c1ae1ab1328730154099e96","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580111995316077","authorIdStr":"3580111995316077"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/S68.SI\">$SINGAPORE EXCHANGE LIMITED(S68.SI)$</a>Come'on $10! 🚀🚀🚀","listText":"<a href=\"https://ttm.financial/S/S68.SI\">$SINGAPORE EXCHANGE LIMITED(S68.SI)$</a>Come'on $10! 🚀🚀🚀","text":"$SINGAPORE EXCHANGE LIMITED(S68.SI)$Come'on $10! 🚀🚀🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/9037705233","isVote":1,"tweetType":1,"viewCount":272,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":214495941845024,"gmtCreate":1693404047774,"gmtModify":1693404050432,"author":{"id":"3580111995316077","authorId":"3580111995316077","name":"Yunnn","avatar":"https://community-static.tradeup.com/news/69a997f43c1ae1ab1328730154099e96","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580111995316077","authorIdStr":"3580111995316077"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a>🚀","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a>🚀","text":"$NVIDIA Corp(NVDA)$ 🚀","images":[{"img":"https://community-static.tradeup.com/news/d8aec76b40f18ef582d1a235b8661efe","width":"1092","height":"1717"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/214495941845024","isVote":1,"tweetType":1,"viewCount":346,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9016182946,"gmtCreate":1649148604820,"gmtModify":1676534459303,"author":{"id":"3580111995316077","authorId":"3580111995316077","name":"Yunnn","avatar":"https://community-static.tradeup.com/news/69a997f43c1ae1ab1328730154099e96","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580111995316077","authorIdStr":"3580111995316077"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/S68.SI\">$SINGAPORE EXCHANGE LIMITED(S68.SI)$</a>🚀🚀🚀","listText":"<a href=\"https://ttm.financial/S/S68.SI\">$SINGAPORE EXCHANGE LIMITED(S68.SI)$</a>🚀🚀🚀","text":"$SINGAPORE EXCHANGE LIMITED(S68.SI)$🚀🚀🚀","images":[{"img":"https://community-static.tradeup.com/news/6503c122c4383f5b77bbeb6c454d4199","width":"750","height":"1854"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/9016182946","isVote":1,"tweetType":1,"viewCount":334,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9011242696,"gmtCreate":1648873143040,"gmtModify":1676534416351,"author":{"id":"3580111995316077","authorId":"3580111995316077","name":"Yunnn","avatar":"https://community-static.tradeup.com/news/69a997f43c1ae1ab1328730154099e96","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580111995316077","authorIdStr":"3580111995316077"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/9CI.SI\">$CapitaLandInves(9CI.SI)$</a>Good and stable&nbsp;","listText":"<a href=\"https://ttm.financial/S/9CI.SI\">$CapitaLandInves(9CI.SI)$</a>Good and stable&nbsp;","text":"$CapitaLandInves(9CI.SI)$Good and stable","images":[{"img":"https://community-static.tradeup.com/news/fa1bd365ca16e6b3d99e88c62544f364","width":"750","height":"1854"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9011242696","isVote":1,"tweetType":1,"viewCount":436,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9091677606,"gmtCreate":1643861962348,"gmtModify":1676533865291,"author":{"id":"3580111995316077","authorId":"3580111995316077","name":"Yunnn","avatar":"https://community-static.tradeup.com/news/69a997f43c1ae1ab1328730154099e96","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580111995316077","authorIdStr":"3580111995316077"},"themes":[],"htmlText":"Looking forward to NIO growth","listText":"Looking forward to NIO growth","text":"Looking forward to NIO growth","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9091677606","repostId":"1185754415","repostType":4,"repost":{"id":"1185754415","pubTimestamp":1643856030,"share":"https://ttm.financial/m/news/1185754415?lang=&edition=fundamental","pubTime":"2022-02-03 10:40","market":"us","language":"en","title":"3 Best Battery Stocks to Charge Up Your Portfolio","url":"https://stock-news.laohu8.com/highlight/detail?id=1185754415","media":"InvestorPlace","summary":"The electric vehicle (EV) revolution is in full swing and the critical component driving it forward ","content":"<html><head></head><body><p>The electric vehicle (EV) revolution is in full swing and the critical component driving it forward is batteries – and battery stocks.</p><p>The market for the batteries that power EVs is red-hot as the switch from gasoline-powered vehicles surges ahead. According to <i>Markets and Research</i>,the EV battery market is expected to reach$175.11 billion by 2028 for a compound annual growth rate (CAGR) of 26%.</p><p>And as automakers from <a href=\"https://laohu8.com/S/F\">Ford</a> to <a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a> ramp up their EV production and introduce new models of fully electric cars, trucks and SUVs, the demand for batteries is only expected to intensify.</p><p>The good news for investors is that the current market downturn has made many electric vehicle stocks down right cheap to buy. Here are three of the best battery stocks to charge up your portfolio.</p><ul><li><a href=\"https://laohu8.com/S/CHPT\">ChargePoint Holdings Inc.</a> </li><li><a href=\"https://laohu8.com/S/ALB\">Albemarle</a> </li><li><a href=\"https://laohu8.com/S/NIO\">NIO Inc.</a> </li></ul><p>Best Battery Stocks: <a href=\"https://laohu8.com/S/CHPT\">ChargePoint Holdings Inc.</a></p><p>Campbell, California-based ChargePoint just got a big jolt of electricity after <b>JPMorgan Chase</b>(NYSE:<b><u>JPM</u></b>)upgraded the company’s stockto “outperform” from “neutral,” along with a $20 price target.</p><p>CHPT stock shot up 10% on the day that JPMorgan made the upgrade, noting in its assessment that ChargePoint has a huge growth opportunity ahead of it and that investors are overly concerned about profits in the near-term for the company that operates the biggest network of electric vehicle battery charging stations in the world.</p><p>“We think investors may be too pessimistic on ChargePoint’s expenses and path to profitability,” wrote JPMorgan analyst Bill Peterson.</p><p>The upgrade by JPMorgan was the best news that ChargePoint and its shareholders received since the company went public in March 2021 via a special purpose acquisition company (SPAC) deal. In the past six months, CHPT stock is down 41%. And that’s after the 10% jump following the positive note from JPMorgan. In the last month, ChargePoint’s stock has declined 27%.</p><p>However, given its leading market position in the U.S., aggressive expansion in Europe, and presence in 14 countries worldwide, there is still reason to be bullish on the long-term prospects for ChargePoint and its network of EV charging stations.</p><p><a href=\"https://laohu8.com/S/ALB\">Albemarle</a></p><p>Charlotte, North Carolina-based Albemarle is the largest provider of lithium for electric vehicle batteries, and business is booming. The specialty chemicals company controls over half of the world’s lithium and lithium storage products, which are in high demand as established automakers and start-ups race to rollout electric vehicles and leave the combustion engine behind.</p><p>Lithium prices last yearjumped nearly 500%higher as global electric vehicle sales rose 160%. And lithium production is forecast tomore than tripleto more than 1.1 million tons by 2025 from 300,000 tons in 2020.</p><p>Albemarle is taking full advantage of thehuge demandfor the lithium used in electric vehicle batteries. The company announced that it will spend $1.5 billion over the next five years on new lithium projects in Nevada, Australia and China.</p><p>As long as the company is able to continue growing and maintain its global lead, Albemarle should continue rewarding shareholders. ALB stock has been pulled down 5% year to date amid broader market volatility. However, the share price is still up 35% over the past 12 months. Expect more gains going forward.</p><p>Best Battery Stocks: <a href=\"https://laohu8.com/S/NIO\">NIO Inc.</a></p><p>Shanghai, China-based Nio does not just make electric vehicles. It also makes the batteries that go into its cars and has pioneered a “battery as a service” (BaaS) model that is proving to be very popular in the Asian nation of 1.4 billion people.</p><p>The model sees owners of Nio vehicles pull into designated service stations to switch out their drained batteries for freshly charged ones, in the same way that consumers swap their empty barbecue propane tanks for filled ones at $<b>Costco</b>(<b><u>COST</u></b>)$. The service saves Nio customers from having to buy and install expensive battery charging systems in their homes. And the monthly subscription model provides Nio with a steady income stream.</p><p>Nio is now taking its BaaS model to Europe, where it recently expanded. And while Nio stock has been badly beaten down over the past year, many analysts say the shares are a buy now that they recently traded at a 52-week lowof just over $20 a share. NIO stock is down 22% year-to-date and has declined an eye-watering 57% in the past 12 months. However, themedian price targeton the company’s shares among 25 Wall Street analysts who cover the company is $58.22.</p><p>Based on the price targets, the view is clearly that the sell-off in Nio stock has been overdone.</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>3 Best Battery Stocks to Charge Up Your Portfolio</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 Best Battery Stocks to Charge Up Your Portfolio\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-03 10:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/02/3-best-battery-stocks-to-charge-up-your-portfolio/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The electric vehicle (EV) revolution is in full swing and the critical component driving it forward is batteries – and battery stocks.The market for the batteries that power EVs is red-hot as the ...</p>\n\n<a href=\"https://investorplace.com/2022/02/3-best-battery-stocks-to-charge-up-your-portfolio/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","ALB":"美国雅保","CHPT":"ChargePoint Holdings Inc."},"source_url":"https://investorplace.com/2022/02/3-best-battery-stocks-to-charge-up-your-portfolio/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185754415","content_text":"The electric vehicle (EV) revolution is in full swing and the critical component driving it forward is batteries – and battery stocks.The market for the batteries that power EVs is red-hot as the switch from gasoline-powered vehicles surges ahead. According to Markets and Research,the EV battery market is expected to reach$175.11 billion by 2028 for a compound annual growth rate (CAGR) of 26%.And as automakers from Ford to Tesla Motors ramp up their EV production and introduce new models of fully electric cars, trucks and SUVs, the demand for batteries is only expected to intensify.The good news for investors is that the current market downturn has made many electric vehicle stocks down right cheap to buy. Here are three of the best battery stocks to charge up your portfolio.ChargePoint Holdings Inc. Albemarle NIO Inc. Best Battery Stocks: ChargePoint Holdings Inc.Campbell, California-based ChargePoint just got a big jolt of electricity after JPMorgan Chase(NYSE:JPM)upgraded the company’s stockto “outperform” from “neutral,” along with a $20 price target.CHPT stock shot up 10% on the day that JPMorgan made the upgrade, noting in its assessment that ChargePoint has a huge growth opportunity ahead of it and that investors are overly concerned about profits in the near-term for the company that operates the biggest network of electric vehicle battery charging stations in the world.“We think investors may be too pessimistic on ChargePoint’s expenses and path to profitability,” wrote JPMorgan analyst Bill Peterson.The upgrade by JPMorgan was the best news that ChargePoint and its shareholders received since the company went public in March 2021 via a special purpose acquisition company (SPAC) deal. In the past six months, CHPT stock is down 41%. And that’s after the 10% jump following the positive note from JPMorgan. In the last month, ChargePoint’s stock has declined 27%.However, given its leading market position in the U.S., aggressive expansion in Europe, and presence in 14 countries worldwide, there is still reason to be bullish on the long-term prospects for ChargePoint and its network of EV charging stations.AlbemarleCharlotte, North Carolina-based Albemarle is the largest provider of lithium for electric vehicle batteries, and business is booming. The specialty chemicals company controls over half of the world’s lithium and lithium storage products, which are in high demand as established automakers and start-ups race to rollout electric vehicles and leave the combustion engine behind.Lithium prices last yearjumped nearly 500%higher as global electric vehicle sales rose 160%. And lithium production is forecast tomore than tripleto more than 1.1 million tons by 2025 from 300,000 tons in 2020.Albemarle is taking full advantage of thehuge demandfor the lithium used in electric vehicle batteries. The company announced that it will spend $1.5 billion over the next five years on new lithium projects in Nevada, Australia and China.As long as the company is able to continue growing and maintain its global lead, Albemarle should continue rewarding shareholders. ALB stock has been pulled down 5% year to date amid broader market volatility. However, the share price is still up 35% over the past 12 months. Expect more gains going forward.Best Battery Stocks: NIO Inc.Shanghai, China-based Nio does not just make electric vehicles. It also makes the batteries that go into its cars and has pioneered a “battery as a service” (BaaS) model that is proving to be very popular in the Asian nation of 1.4 billion people.The model sees owners of Nio vehicles pull into designated service stations to switch out their drained batteries for freshly charged ones, in the same way that consumers swap their empty barbecue propane tanks for filled ones at $Costco(COST)$. The service saves Nio customers from having to buy and install expensive battery charging systems in their homes. And the monthly subscription model provides Nio with a steady income stream.Nio is now taking its BaaS model to Europe, where it recently expanded. And while Nio stock has been badly beaten down over the past year, many analysts say the shares are a buy now that they recently traded at a 52-week lowof just over $20 a share. NIO stock is down 22% year-to-date and has declined an eye-watering 57% in the past 12 months. However, themedian price targeton the company’s shares among 25 Wall Street analysts who cover the company is $58.22.Based on the price targets, the view is clearly that the sell-off in Nio stock has been overdone.","news_type":1},"isVote":1,"tweetType":1,"viewCount":49,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4100927749199030","authorId":"4100927749199030","name":"rL","avatar":"https://static.itradeup.com/news/c384e401e7f8351ebcacd05560f0845f","crmLevel":6,"crmLevelSwitch":0,"idStr":"4100927749199030","authorIdStr":"4100927749199030"},"content":"ET7 delivering on end march. 2nd quarter sales will increase.","text":"ET7 delivering on end march. 2nd quarter sales will increase.","html":"ET7 delivering on end march. 2nd quarter sales will increase."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":882463761,"gmtCreate":1631715270953,"gmtModify":1676530616695,"author":{"id":"3580111995316077","authorId":"3580111995316077","name":"Yunnn","avatar":"https://community-static.tradeup.com/news/69a997f43c1ae1ab1328730154099e96","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580111995316077","authorIdStr":"3580111995316077"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>$150 to buy?&nbsp;","listText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>$150 to buy?&nbsp;","text":"$Alibaba(BABA)$$150 to buy?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/882463761","isVote":1,"tweetType":1,"viewCount":186,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9019348499,"gmtCreate":1648542708246,"gmtModify":1676534352072,"author":{"id":"3580111995316077","authorId":"3580111995316077","name":"Yunnn","avatar":"https://community-static.tradeup.com/news/69a997f43c1ae1ab1328730154099e96","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580111995316077","authorIdStr":"3580111995316077"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$</a>Is NIO still a buy?","listText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$</a>Is NIO still a buy?","text":"$NIO Inc.(NIO)$Is NIO still a buy?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9019348499","isVote":1,"tweetType":1,"viewCount":1126,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9002842394,"gmtCreate":1641977813317,"gmtModify":1676533668204,"author":{"id":"3580111995316077","authorId":"3580111995316077","name":"Yunnn","avatar":"https://community-static.tradeup.com/news/69a997f43c1ae1ab1328730154099e96","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580111995316077","authorIdStr":"3580111995316077"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NKE\">$Nike(NKE)$</a>It’s trading&nbsp;below the 5 day MA","listText":"<a href=\"https://ttm.financial/S/NKE\">$Nike(NKE)$</a>It’s trading&nbsp;below the 5 day MA","text":"$Nike(NKE)$It’s trading below the 5 day MA","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/9002842394","isVote":1,"tweetType":1,"viewCount":146,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":816594675,"gmtCreate":1630506484897,"gmtModify":1676530324494,"author":{"id":"3580111995316077","authorId":"3580111995316077","name":"Yunnn","avatar":"https://community-static.tradeup.com/news/69a997f43c1ae1ab1328730154099e96","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580111995316077","authorIdStr":"3580111995316077"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>Should I buy more??","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>Should I buy more??","text":"$Tiger Brokers(TIGR)$Should I buy more??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/816594675","isVote":1,"tweetType":1,"viewCount":67,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":899851410,"gmtCreate":1628174889430,"gmtModify":1703502632785,"author":{"id":"3580111995316077","authorId":"3580111995316077","name":"Yunnn","avatar":"https://community-static.tradeup.com/news/69a997f43c1ae1ab1328730154099e96","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580111995316077","authorIdStr":"3580111995316077"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a>Yay","listText":"<a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a>Yay","text":"$AMD(AMD)$Yay","images":[{"img":"https://static.tigerbbs.com/a0502274b8fd1faa61f02ba833baaf67","width":"828","height":"1590"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/899851410","isVote":1,"tweetType":1,"viewCount":267,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":106591934,"gmtCreate":1620131380228,"gmtModify":1704339048514,"author":{"id":"3580111995316077","authorId":"3580111995316077","name":"Yunnn","avatar":"https://community-static.tradeup.com/news/69a997f43c1ae1ab1328730154099e96","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580111995316077","authorIdStr":"3580111995316077"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a>If the drought continues in Taiwan, it may put pressure&nbsp;price. Water is needed to manufacture chips.","listText":"<a href=\"https://laohu8.com/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a>If the drought continues in Taiwan, it may put pressure&nbsp;price. Water is needed to manufacture chips.","text":"$Taiwan Semiconductor Manufacturing(TSM)$If the drought continues in Taiwan, it may put pressure price. Water is needed to manufacture chips.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/106591934","isVote":1,"tweetType":1,"viewCount":757,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}