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2022-04-25

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2022-04-21

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Nvidia: We Have A Problem

2022-04-21

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2022-04-19

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Singapore Stocks to watch: SIA, Keppel Infrastructure Trust, Aztech Global

2022-04-19

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2022-04-18

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2022-04-11

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2022-04-01

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2022-03-31

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U.S. Stocks Open Mostly Lower As Investors Prepare to Cap a Volatile Quarter

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17:21","market":"us","language":"en","title":"Nvidia: We Have A Problem","url":"https://stock-news.laohu8.com/highlight/detail?id=1149951459","media":"Seeking Alpha","summary":"SummaryNvidia's channel partners have reported declining sales during the month of March.This may be","content":"<html><head></head><body><p>Summary</p><ul><li>Nvidia's channel partners have reported declining sales during the month of March.</li><li>This may be a leading indicator of an impending slowdown, for Nvidia.</li><li>The stock is likely to remain subdued in coming weeks.</li></ul><p>NVIDIA (NASDAQ:NVDA) has had a golden run in the last 2 years. Its revenue is up 146% and its shares have surged 260%. But the chipmaker's rapid growth trajectory might be about to take a breather. Latest data reveals that some of Nvidia's important channel partners struggled to maintain their sales in the month of March. This indicates towards moderation in the chipmaker's growth momentum in Q2 and probably also in Q3. Let's take a closer look.</p><p><b>The Sales Data</b></p><p>See, Nvidia is not a vertically integrated company. Sure, it has a wide product portfolio, but it relies on key partners (like Taiwan Semiconductor (TSM)) to fabricate and package its chips. Some of its other partners (like Gigabyte, MSI, ASRock) manufacture Nvidia's GPUs and/or other related peripherals (like motherboards) and sell them through their respective global distribution networks. So, we can monitor the monthly sales data for these channel partners to get a sense of how Nvidia's ongoing quarter might be progressing.</p><p>We, at Business Quant, have developed a tool which tracks the monthly sales data for over 1200 Taiwanese companies. It reveals that Gigabyte, Micro-Star International and ASRock's sales declined significantly in the month of March. These firms design, package and distribute Nvidia-branded GPUs and/or accompanying motherboards, amongst a host of other computing peripherals, so they're not necessarily pure-plays. However, the fact that their sales declined after growing continuously for several months straight, does indicate that things didn't sail smoothly for them in recent weeks.</p><p><img height=\"auto\" referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/b2fcfa871e813488a8e0ced12102cc37\" tg-height=\"408\" tg-width=\"640\" width=\"100%\"/></p><p>One might argue that maybe all the firms associated with the manufacturing and marketing of semiconductor chips, directly or indirectly, would be adversely impacted due to the ongoing chip shortages. But fact of the matter is that this sales decline isn't prevalent in many industries. For instance, revenue for Foundry and IC Design companies, on average, grew by a massive 33% and 23% respectively, year on year during March 2022.</p><p><img height=\"auto\" referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/a8c031277aa1b621f9e254db7d253cf2\" tg-height=\"409\" tg-width=\"640\" width=\"100%\"/></p><p>This suggests that the sales decline in March was limited to only a few computing devices and peripherals manufacturing firms, perhaps, because the consumer demand has temporarily waned off. This might very well be the case as Intel (INTC), AMD (AMD) and Nvidia are due to release a slew of major product generations later this year, and consumers might just be deferring their purchases until the new SKUs are out. Just to cite some of these upcoming releases for this year:</p><ul><li>AMD is due to release its 5nm-based CPU and GPUs,</li><li>Nvidia is due to release its 5nm-based RTX 40-series GPU,</li><li>Intel is due to release its first generation of Arc-based desktop GPUs.</li></ul><p>This brings us to the next question – what does all of this mean for Nvidia's shareholders?</p><p><b>The Implications for Investors</b></p><p>See, the aforementioned firms aren't pure-plays. Also, these firms manufacture products for competing platforms from AMD and Intel as well. So, their monthly sales numbers provide us with leading insights about the state of consumer computing industry in general, rather than it being specifically limited to Nvidia.</p><p>It's also important to understand that if AMD, Nvidia and Intel's SKUs were still selling like hotcakes, then these partner firms would be flush with orders and they'd be reporting continued sales growth. But there has clearly been a sales slump of late. So, I believe the demand for consumer computing devices has waned off in recent weeks. This will eventually reflect in AMD, Nvidia and Intel's earnings results in subsequent quarters, if not outrightly in Q1.</p><p>Therefore, I contend that Nvidia's investors should brace for subdued growth rates from their company in Q2 at the very least. Only time will tell if this is a transitory weakness or a longer-lasting trend, so investors may want to closely monitor the monthly sales figures for April, May and June as well. This would provide a head start to investors, before Nvidia reports its Q2 results sometime in July.</p><p>This very industry dynamic seems to have also prompted two research firms, Truist and Baird, to downgrade Nvidia in the last two weeks. They didn't provide any specifics and they also did not reveal their sources, but just said that they “found hard evidence of order cuts” which could weigh down on Nvidia's sales growth in Q2 and beyond.</p><p>What further exacerbates the problem is the fact that Nvidia's shares trade at a significant premium compared to many of the other rapidly growing semiconductor stocks. This suggests that the stock packs in more downside potential, than upside potential, at its current levels. This should encourage investors to rethink their thesis in the name and ask themselves – why invest in Nvidia when there are other rapidly growing companies out there, that trade at lower valuation multiples.</p><p><img height=\"auto\" referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/b12a7a6245d469986dcf956a48e2ca44\" tg-height=\"296\" tg-width=\"640\" width=\"100%\"/></p><p><b>Final Thoughts</b></p><p>There's no denying that Nvidia is a technology leader in its space. Its management has, time and again, found pockets of growth within the consumer and enterprise computing space, which has continually catapulted the company's revenue over the past decade. This fundamental philosophy of industry-leading innovation still remains at the heart of Nvidia and is likely to drive its sales to new highs in the years to come.</p><p><img height=\"auto\" referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/0a26603fe41aaa4146a920f0b2f495b7\" tg-height=\"599\" tg-width=\"640\" width=\"100%\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta content=\"text/html; charset=utf-8\" http-equiv=\"Content-Type\"/>\n<meta content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\" name=\"viewport\"/>\n<meta content=\"telephone=no,email=no,address=no\" name=\"format-detection\"/>\n<title>Nvidia: We Have A Problem</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\">\nNvidia: We Have A Problem\n</h2>\n<h4 class=\"meta\">\n\n\n2022-04-21 17:21 GMT+8   <a href=\"https://seekingalpha.com/article/4502278-nvidia-stock-near-term-challenges\"><strong>Seeking Alpha</strong></a>\n</h4>\n</header>\n<article>\n<div>\n<p>SummaryNvidia's channel partners have reported declining sales during the month of March.This may be a leading indicator of an impending slowdown, for Nvidia.The stock is likely to remain subdued in ...</p>\n<a href=\"https://seekingalpha.com/article/4502278-nvidia-stock-near-term-challenges\">Web Link</a>\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://seekingalpha.com/article/4502278-nvidia-stock-near-term-challenges","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149951459","content_text":"SummaryNvidia's channel partners have reported declining sales during the month of March.This may be a leading indicator of an impending slowdown, for Nvidia.The stock is likely to remain subdued in coming weeks.NVIDIA (NASDAQ:NVDA) has had a golden run in the last 2 years. Its revenue is up 146% and its shares have surged 260%. But the chipmaker's rapid growth trajectory might be about to take a breather. Latest data reveals that some of Nvidia's important channel partners struggled to maintain their sales in the month of March. This indicates towards moderation in the chipmaker's growth momentum in Q2 and probably also in Q3. Let's take a closer look.The Sales DataSee, Nvidia is not a vertically integrated company. Sure, it has a wide product portfolio, but it relies on key partners (like Taiwan Semiconductor (TSM)) to fabricate and package its chips. Some of its other partners (like Gigabyte, MSI, ASRock) manufacture Nvidia's GPUs and/or other related peripherals (like motherboards) and sell them through their respective global distribution networks. So, we can monitor the monthly sales data for these channel partners to get a sense of how Nvidia's ongoing quarter might be progressing.We, at Business Quant, have developed a tool which tracks the monthly sales data for over 1200 Taiwanese companies. It reveals that Gigabyte, Micro-Star International and ASRock's sales declined significantly in the month of March. These firms design, package and distribute Nvidia-branded GPUs and/or accompanying motherboards, amongst a host of other computing peripherals, so they're not necessarily pure-plays. However, the fact that their sales declined after growing continuously for several months straight, does indicate that things didn't sail smoothly for them in recent weeks.One might argue that maybe all the firms associated with the manufacturing and marketing of semiconductor chips, directly or indirectly, would be adversely impacted due to the ongoing chip shortages. But fact of the matter is that this sales decline isn't prevalent in many industries. For instance, revenue for Foundry and IC Design companies, on average, grew by a massive 33% and 23% respectively, year on year during March 2022.This suggests that the sales decline in March was limited to only a few computing devices and peripherals manufacturing firms, perhaps, because the consumer demand has temporarily waned off. This might very well be the case as Intel (INTC), AMD (AMD) and Nvidia are due to release a slew of major product generations later this year, and consumers might just be deferring their purchases until the new SKUs are out. Just to cite some of these upcoming releases for this year:AMD is due to release its 5nm-based CPU and GPUs,Nvidia is due to release its 5nm-based RTX 40-series GPU,Intel is due to release its first generation of Arc-based desktop GPUs.This brings us to the next question – what does all of this mean for Nvidia's shareholders?The Implications for InvestorsSee, the aforementioned firms aren't pure-plays. Also, these firms manufacture products for competing platforms from AMD and Intel as well. So, their monthly sales numbers provide us with leading insights about the state of consumer computing industry in general, rather than it being specifically limited to Nvidia.It's also important to understand that if AMD, Nvidia and Intel's SKUs were still selling like hotcakes, then these partner firms would be flush with orders and they'd be reporting continued sales growth. But there has clearly been a sales slump of late. So, I believe the demand for consumer computing devices has waned off in recent weeks. This will eventually reflect in AMD, Nvidia and Intel's earnings results in subsequent quarters, if not outrightly in Q1.Therefore, I contend that Nvidia's investors should brace for subdued growth rates from their company in Q2 at the very least. Only time will tell if this is a transitory weakness or a longer-lasting trend, so investors may want to closely monitor the monthly sales figures for April, May and June as well. This would provide a head start to investors, before Nvidia reports its Q2 results sometime in July.This very industry dynamic seems to have also prompted two research firms, Truist and Baird, to downgrade Nvidia in the last two weeks. They didn't provide any specifics and they also did not reveal their sources, but just said that they “found hard evidence of order cuts” which could weigh down on Nvidia's sales growth in Q2 and beyond.What further exacerbates the problem is the fact that Nvidia's shares trade at a significant premium compared to many of the other rapidly growing semiconductor stocks. This suggests that the stock packs in more downside potential, than upside potential, at its current levels. This should encourage investors to rethink their thesis in the name and ask themselves – why invest in Nvidia when there are other rapidly growing companies out there, that trade at lower valuation multiples.Final ThoughtsThere's no denying that Nvidia is a technology leader in its space. Its management has, time and again, found pockets of growth within the consumer and enterprise computing space, which has continually catapulted the company's revenue over the past decade. This fundamental philosophy of industry-leading innovation still remains at the heart of Nvidia and is likely to drive its sales to new highs in the years to come.","news_type":1},"isVote":1,"tweetType":1,"viewCount":780,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9082357099,"gmtCreate":1650529018139,"gmtModify":1676534745425,"author":{"id":"3580247699271268","authorId":"3580247699271268","name":"Liewgke","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580247699271268","authorIdStr":"3580247699271268"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9082357099","repostId":"1152929012","repostType":2,"isVote":1,"tweetType":1,"viewCount":599,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9088680865,"gmtCreate":1650337741496,"gmtModify":1676534700210,"author":{"id":"3580247699271268","authorId":"3580247699271268","name":"Liewgke","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580247699271268","authorIdStr":"3580247699271268"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9088680865","repostId":"1191562607","repostType":4,"repost":{"id":"1191562607","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1650327824,"share":"https://ttm.financial/m/news/1191562607?lang=&edition=fundamental","pubTime":"2022-04-19 08:23","market":"sg","language":"en","title":"Singapore Stocks to watch: SIA, Keppel Infrastructure Trust, Aztech Global","url":"https://stock-news.laohu8.com/highlight/detail?id=1191562607","media":"Tiger Newspress","summary":"THE following companies saw new developments that may affect trading of their securities on Tuesday ","content":"<html><head></head><body><p>THE following companies saw new developments that may affect trading of their securities on Tuesday (Apr 19):</p><p><b>SIA: </b>Singapore’s aviation sector appears to be strengthening, as flag carrier SIA posted a 64 per cent increase in passengers carried in March 2022 at 893,000, up from 544,600 the month before.</p><p>In its March 2022 operating results, SIA also noted that the group’s passenger capacity measured in available seat-kilometres reached 51 per cent of pre-Covid-19 levels in March 2022.</p><p><b>Keppel Infrastructure Trust:</b> The trustee-manager of Keppel Infrastructure Trust on Monday reported a 21.1 per cent decline in distributable income for the first quarter ended Mar 31, 2022 at S$44.7 million, from S$56.6 million a year earlier.</p><p>This was due to a decline in distributable income contributed by Ixom within its distribution and storage segment by 20.7 per cent to S$19.4 million. The company provides specialised source water, water and waste water treatment solutions to supply clean water. It also supplies key water treatment chemicals, industrial and specialty chemicals.</p><p><b>Aztech Global:</b> Mainboard-Listed Aztech Global posted a 5.3 per cent rise in net profit to S$13.9 million year on year for the three months ended Mar 31.</p><p>In its business update on Monday, revenue for the design and manufacturing services provider increased 10.4 per cent to S$128 million year on year. The group attributed its performance to strength in Internet-of-Things (IoT) devices and data communication products demand.</p><p>Notably, the company said that revenue from IoT devices and data communication products rose 16.4 per cent to S$123.7 million year on year, accounting for 96.6 per cent of the group’s total revenue.</p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta content=\"text/html; charset=utf-8\" http-equiv=\"Content-Type\"/>\n<meta content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\" name=\"viewport\"/>\n<meta content=\"telephone=no,email=no,address=no\" name=\"format-detection\"/>\n<title>Singapore Stocks to watch: SIA, Keppel Infrastructure Trust, Aztech Global </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 Stocks to watch: SIA, Keppel Infrastructure Trust, Aztech Global \n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-04-19 08:23</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>THE following companies saw new developments that may affect trading of their securities on Tuesday (Apr 19):</p><p><b>SIA: </b>Singapore’s aviation sector appears to be strengthening, as flag carrier SIA posted a 64 per cent increase in passengers carried in March 2022 at 893,000, up from 544,600 the month before.</p><p>In its March 2022 operating results, SIA also noted that the group’s passenger capacity measured in available seat-kilometres reached 51 per cent of pre-Covid-19 levels in March 2022.</p><p><b>Keppel Infrastructure Trust:</b> The trustee-manager of Keppel Infrastructure Trust on Monday reported a 21.1 per cent decline in distributable income for the first quarter ended Mar 31, 2022 at S$44.7 million, from S$56.6 million a year earlier.</p><p>This was due to a decline in distributable income contributed by Ixom within its distribution and storage segment by 20.7 per cent to S$19.4 million. The company provides specialised source water, water and waste water treatment solutions to supply clean water. It also supplies key water treatment chemicals, industrial and specialty chemicals.</p><p><b>Aztech Global:</b> Mainboard-Listed Aztech Global posted a 5.3 per cent rise in net profit to S$13.9 million year on year for the three months ended Mar 31.</p><p>In its business update on Monday, revenue for the design and manufacturing services provider increased 10.4 per cent to S$128 million year on year. The group attributed its performance to strength in Internet-of-Things (IoT) devices and data communication products demand.</p><p>Notably, the company said that revenue from IoT devices and data communication products rose 16.4 per cent to S$123.7 million year on year, accounting for 96.6 per cent of the group’s total revenue.</p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"A7RU.SI":"吉宝基础设施信托","8AZ.SI":"Aztech Gbl","S59.SI":"新航工程"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191562607","content_text":"THE following companies saw new developments that may affect trading of their securities on Tuesday (Apr 19):SIA: Singapore’s aviation sector appears to be strengthening, as flag carrier SIA posted a 64 per cent increase in passengers carried in March 2022 at 893,000, up from 544,600 the month before.In its March 2022 operating results, SIA also noted that the group’s passenger capacity measured in available seat-kilometres reached 51 per cent of pre-Covid-19 levels in March 2022.Keppel Infrastructure Trust: The trustee-manager of Keppel Infrastructure Trust on Monday reported a 21.1 per cent decline in distributable income for the first quarter ended Mar 31, 2022 at S$44.7 million, from S$56.6 million a year earlier.This was due to a decline in distributable income contributed by Ixom within its distribution and storage segment by 20.7 per cent to S$19.4 million. The company provides specialised source water, water and waste water treatment solutions to supply clean water. It also supplies key water treatment chemicals, industrial and specialty chemicals.Aztech Global: Mainboard-Listed Aztech Global posted a 5.3 per cent rise in net profit to S$13.9 million year on year for the three months ended Mar 31.In its business update on Monday, revenue for the design and manufacturing services provider increased 10.4 per cent to S$128 million year on year. The group attributed its performance to strength in Internet-of-Things (IoT) devices and data communication products demand.Notably, the company said that revenue from IoT devices and data communication products rose 16.4 per cent to S$123.7 million year on year, accounting for 96.6 per cent of the group’s total revenue.","news_type":1},"isVote":1,"tweetType":1,"viewCount":553,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9088617697,"gmtCreate":1650337640044,"gmtModify":1676534700184,"author":{"id":"3580247699271268","authorId":"3580247699271268","name":"Liewgke","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580247699271268","authorIdStr":"3580247699271268"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9088617697","repostId":"1136222475","repostType":2,"isVote":1,"tweetType":1,"viewCount":559,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9088042669,"gmtCreate":1650294030269,"gmtModify":1676534688878,"author":{"id":"3580247699271268","authorId":"3580247699271268","name":"Liewgke","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580247699271268","authorIdStr":"3580247699271268"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9088042669","repostId":"2228310949","repostType":2,"isVote":1,"tweetType":1,"viewCount":874,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9014286884,"gmtCreate":1649667989571,"gmtModify":1676534547786,"author":{"id":"3580247699271268","authorId":"3580247699271268","name":"Liewgke","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580247699271268","authorIdStr":"3580247699271268"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9014286884","repostId":"1199375577","repostType":2,"isVote":1,"tweetType":1,"viewCount":460,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9011322899,"gmtCreate":1648820821296,"gmtModify":1676534404687,"author":{"id":"3580247699271268","authorId":"3580247699271268","name":"Liewgke","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580247699271268","authorIdStr":"3580247699271268"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9011322899","repostId":"2224343461","repostType":4,"isVote":1,"tweetType":1,"viewCount":688,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9013215294,"gmtCreate":1648734501778,"gmtModify":1676534387983,"author":{"id":"3580247699271268","authorId":"3580247699271268","name":"Liewgke","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580247699271268","authorIdStr":"3580247699271268"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9013215294","repostId":"1195815749","repostType":4,"repost":{"id":"1195815749","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1648733488,"share":"https://ttm.financial/m/news/1195815749?lang=&edition=fundamental","pubTime":"2022-03-31 21:31","market":"us","language":"en","title":"U.S. Stocks Open Mostly Lower As Investors Prepare to Cap a Volatile Quarter","url":"https://stock-news.laohu8.com/highlight/detail?id=1195815749","media":"Tiger Newspress","summary":"Stocks were modestly lower in early trading Thursday as traders wrap up a rocky first quarter for Wa","content":"<html><head></head><body><p>Stocks were modestly lower in early trading Thursday as traders wrap up a rocky first quarter for Wall Street.</p><p>The Dow Jones Industrial Average slipped 115 points, or 0.3%. The S&P 500 dipped roughly 0.1%, and the Nasdaq Composite was flat.</p><p>Some tech stocks were under pressure Thursday amid analyst concerns over the PC market going forward. AMD shares slipped more than 1% in the premarket after analysts at Barclays downgraded the stock to equal weight from overweight. Meanwhile, HP Inc and Dell dipped 3.8% and 2%, respectively, after being downgraded to equal weight from overweight at Morgan Stanley.</p><p>Thursday marks the last trading day of March and of the first quarter.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta content=\"text/html; charset=utf-8\" http-equiv=\"Content-Type\"/>\n<meta content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\" name=\"viewport\"/>\n<meta content=\"telephone=no,email=no,address=no\" name=\"format-detection\"/>\n<title>U.S. Stocks Open Mostly Lower As Investors Prepare to Cap a Volatile Quarter</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\">\nU.S. Stocks Open Mostly Lower As Investors Prepare to Cap a Volatile Quarter\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-03-31 21:31</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Stocks were modestly lower in early trading Thursday as traders wrap up a rocky first quarter for Wall Street.</p><p>The Dow Jones Industrial Average slipped 115 points, or 0.3%. The S&P 500 dipped roughly 0.1%, and the Nasdaq Composite was flat.</p><p>Some tech stocks were under pressure Thursday amid analyst concerns over the PC market going forward. AMD shares slipped more than 1% in the premarket after analysts at Barclays downgraded the stock to equal weight from overweight. Meanwhile, HP Inc and Dell dipped 3.8% and 2%, respectively, after being downgraded to equal weight from overweight at Morgan Stanley.</p><p>Thursday marks the last trading day of March and of the first quarter.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIA":"道琼斯ETF",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195815749","content_text":"Stocks were modestly lower in early trading Thursday as traders wrap up a rocky first quarter for Wall Street.The Dow Jones Industrial Average slipped 115 points, or 0.3%. The S&P 500 dipped roughly 0.1%, and the Nasdaq Composite was flat.Some tech stocks were under pressure Thursday amid analyst concerns over the PC market going forward. AMD shares slipped more than 1% in the premarket after analysts at Barclays downgraded the stock to equal weight from overweight. Meanwhile, HP Inc and Dell dipped 3.8% and 2%, respectively, after being downgraded to equal weight from overweight at Morgan Stanley.Thursday marks the last trading day of March and of the first quarter.","news_type":1},"isVote":1,"tweetType":1,"viewCount":797,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9084490660,"gmtCreate":1650897190686,"gmtModify":1676534811416,"author":{"id":"3580247699271268","authorId":"3580247699271268","name":"Liewgke","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580247699271268","authorIdStr":"3580247699271268"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9084490660","repostId":"2230614999","repostType":4,"isVote":1,"tweetType":1,"viewCount":982,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9088042669,"gmtCreate":1650294030269,"gmtModify":1676534688878,"author":{"id":"3580247699271268","authorId":"3580247699271268","name":"Liewgke","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580247699271268","authorIdStr":"3580247699271268"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9088042669","repostId":"2228310949","repostType":2,"isVote":1,"tweetType":1,"viewCount":874,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9013215294,"gmtCreate":1648734501778,"gmtModify":1676534387983,"author":{"id":"3580247699271268","authorId":"3580247699271268","name":"Liewgke","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580247699271268","authorIdStr":"3580247699271268"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9013215294","repostId":"1195815749","repostType":4,"isVote":1,"tweetType":1,"viewCount":797,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9082101096,"gmtCreate":1650533045015,"gmtModify":1676534746058,"author":{"id":"3580247699271268","authorId":"3580247699271268","name":"Liewgke","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580247699271268","authorIdStr":"3580247699271268"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9082101096","repostId":"1149951459","repostType":2,"repost":{"id":"1149951459","kind":"news","pubTimestamp":1650532873,"share":"https://ttm.financial/m/news/1149951459?lang=&edition=fundamental","pubTime":"2022-04-21 17:21","market":"us","language":"en","title":"Nvidia: We Have A Problem","url":"https://stock-news.laohu8.com/highlight/detail?id=1149951459","media":"Seeking Alpha","summary":"SummaryNvidia's channel partners have reported declining sales during the month of March.This may be","content":"<html><head></head><body><p>Summary</p><ul><li>Nvidia's channel partners have reported declining sales during the month of March.</li><li>This may be a leading indicator of an impending slowdown, for Nvidia.</li><li>The stock is likely to remain subdued in coming weeks.</li></ul><p>NVIDIA (NASDAQ:NVDA) has had a golden run in the last 2 years. Its revenue is up 146% and its shares have surged 260%. But the chipmaker's rapid growth trajectory might be about to take a breather. Latest data reveals that some of Nvidia's important channel partners struggled to maintain their sales in the month of March. This indicates towards moderation in the chipmaker's growth momentum in Q2 and probably also in Q3. Let's take a closer look.</p><p><b>The Sales Data</b></p><p>See, Nvidia is not a vertically integrated company. Sure, it has a wide product portfolio, but it relies on key partners (like Taiwan Semiconductor (TSM)) to fabricate and package its chips. Some of its other partners (like Gigabyte, MSI, ASRock) manufacture Nvidia's GPUs and/or other related peripherals (like motherboards) and sell them through their respective global distribution networks. So, we can monitor the monthly sales data for these channel partners to get a sense of how Nvidia's ongoing quarter might be progressing.</p><p>We, at Business Quant, have developed a tool which tracks the monthly sales data for over 1200 Taiwanese companies. It reveals that Gigabyte, Micro-Star International and ASRock's sales declined significantly in the month of March. These firms design, package and distribute Nvidia-branded GPUs and/or accompanying motherboards, amongst a host of other computing peripherals, so they're not necessarily pure-plays. However, the fact that their sales declined after growing continuously for several months straight, does indicate that things didn't sail smoothly for them in recent weeks.</p><p><img height=\"auto\" referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/b2fcfa871e813488a8e0ced12102cc37\" tg-height=\"408\" tg-width=\"640\" width=\"100%\"/></p><p>One might argue that maybe all the firms associated with the manufacturing and marketing of semiconductor chips, directly or indirectly, would be adversely impacted due to the ongoing chip shortages. But fact of the matter is that this sales decline isn't prevalent in many industries. For instance, revenue for Foundry and IC Design companies, on average, grew by a massive 33% and 23% respectively, year on year during March 2022.</p><p><img height=\"auto\" referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/a8c031277aa1b621f9e254db7d253cf2\" tg-height=\"409\" tg-width=\"640\" width=\"100%\"/></p><p>This suggests that the sales decline in March was limited to only a few computing devices and peripherals manufacturing firms, perhaps, because the consumer demand has temporarily waned off. This might very well be the case as Intel (INTC), AMD (AMD) and Nvidia are due to release a slew of major product generations later this year, and consumers might just be deferring their purchases until the new SKUs are out. Just to cite some of these upcoming releases for this year:</p><ul><li>AMD is due to release its 5nm-based CPU and GPUs,</li><li>Nvidia is due to release its 5nm-based RTX 40-series GPU,</li><li>Intel is due to release its first generation of Arc-based desktop GPUs.</li></ul><p>This brings us to the next question – what does all of this mean for Nvidia's shareholders?</p><p><b>The Implications for Investors</b></p><p>See, the aforementioned firms aren't pure-plays. Also, these firms manufacture products for competing platforms from AMD and Intel as well. So, their monthly sales numbers provide us with leading insights about the state of consumer computing industry in general, rather than it being specifically limited to Nvidia.</p><p>It's also important to understand that if AMD, Nvidia and Intel's SKUs were still selling like hotcakes, then these partner firms would be flush with orders and they'd be reporting continued sales growth. But there has clearly been a sales slump of late. So, I believe the demand for consumer computing devices has waned off in recent weeks. This will eventually reflect in AMD, Nvidia and Intel's earnings results in subsequent quarters, if not outrightly in Q1.</p><p>Therefore, I contend that Nvidia's investors should brace for subdued growth rates from their company in Q2 at the very least. Only time will tell if this is a transitory weakness or a longer-lasting trend, so investors may want to closely monitor the monthly sales figures for April, May and June as well. This would provide a head start to investors, before Nvidia reports its Q2 results sometime in July.</p><p>This very industry dynamic seems to have also prompted two research firms, Truist and Baird, to downgrade Nvidia in the last two weeks. They didn't provide any specifics and they also did not reveal their sources, but just said that they “found hard evidence of order cuts” which could weigh down on Nvidia's sales growth in Q2 and beyond.</p><p>What further exacerbates the problem is the fact that Nvidia's shares trade at a significant premium compared to many of the other rapidly growing semiconductor stocks. This suggests that the stock packs in more downside potential, than upside potential, at its current levels. This should encourage investors to rethink their thesis in the name and ask themselves – why invest in Nvidia when there are other rapidly growing companies out there, that trade at lower valuation multiples.</p><p><img height=\"auto\" referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/b12a7a6245d469986dcf956a48e2ca44\" tg-height=\"296\" tg-width=\"640\" width=\"100%\"/></p><p><b>Final Thoughts</b></p><p>There's no denying that Nvidia is a technology leader in its space. Its management has, time and again, found pockets of growth within the consumer and enterprise computing space, which has continually catapulted the company's revenue over the past decade. This fundamental philosophy of industry-leading innovation still remains at the heart of Nvidia and is likely to drive its sales to new highs in the years to come.</p><p><img height=\"auto\" referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/0a26603fe41aaa4146a920f0b2f495b7\" tg-height=\"599\" tg-width=\"640\" width=\"100%\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta content=\"text/html; charset=utf-8\" http-equiv=\"Content-Type\"/>\n<meta content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\" name=\"viewport\"/>\n<meta content=\"telephone=no,email=no,address=no\" name=\"format-detection\"/>\n<title>Nvidia: We Have A Problem</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\">\nNvidia: We Have A Problem\n</h2>\n<h4 class=\"meta\">\n\n\n2022-04-21 17:21 GMT+8   <a href=\"https://seekingalpha.com/article/4502278-nvidia-stock-near-term-challenges\"><strong>Seeking Alpha</strong></a>\n</h4>\n</header>\n<article>\n<div>\n<p>SummaryNvidia's channel partners have reported declining sales during the month of March.This may be a leading indicator of an impending slowdown, for Nvidia.The stock is likely to remain subdued in ...</p>\n<a href=\"https://seekingalpha.com/article/4502278-nvidia-stock-near-term-challenges\">Web Link</a>\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://seekingalpha.com/article/4502278-nvidia-stock-near-term-challenges","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149951459","content_text":"SummaryNvidia's channel partners have reported declining sales during the month of March.This may be a leading indicator of an impending slowdown, for Nvidia.The stock is likely to remain subdued in coming weeks.NVIDIA (NASDAQ:NVDA) has had a golden run in the last 2 years. Its revenue is up 146% and its shares have surged 260%. But the chipmaker's rapid growth trajectory might be about to take a breather. Latest data reveals that some of Nvidia's important channel partners struggled to maintain their sales in the month of March. This indicates towards moderation in the chipmaker's growth momentum in Q2 and probably also in Q3. Let's take a closer look.The Sales DataSee, Nvidia is not a vertically integrated company. Sure, it has a wide product portfolio, but it relies on key partners (like Taiwan Semiconductor (TSM)) to fabricate and package its chips. Some of its other partners (like Gigabyte, MSI, ASRock) manufacture Nvidia's GPUs and/or other related peripherals (like motherboards) and sell them through their respective global distribution networks. So, we can monitor the monthly sales data for these channel partners to get a sense of how Nvidia's ongoing quarter might be progressing.We, at Business Quant, have developed a tool which tracks the monthly sales data for over 1200 Taiwanese companies. It reveals that Gigabyte, Micro-Star International and ASRock's sales declined significantly in the month of March. These firms design, package and distribute Nvidia-branded GPUs and/or accompanying motherboards, amongst a host of other computing peripherals, so they're not necessarily pure-plays. However, the fact that their sales declined after growing continuously for several months straight, does indicate that things didn't sail smoothly for them in recent weeks.One might argue that maybe all the firms associated with the manufacturing and marketing of semiconductor chips, directly or indirectly, would be adversely impacted due to the ongoing chip shortages. But fact of the matter is that this sales decline isn't prevalent in many industries. For instance, revenue for Foundry and IC Design companies, on average, grew by a massive 33% and 23% respectively, year on year during March 2022.This suggests that the sales decline in March was limited to only a few computing devices and peripherals manufacturing firms, perhaps, because the consumer demand has temporarily waned off. This might very well be the case as Intel (INTC), AMD (AMD) and Nvidia are due to release a slew of major product generations later this year, and consumers might just be deferring their purchases until the new SKUs are out. Just to cite some of these upcoming releases for this year:AMD is due to release its 5nm-based CPU and GPUs,Nvidia is due to release its 5nm-based RTX 40-series GPU,Intel is due to release its first generation of Arc-based desktop GPUs.This brings us to the next question – what does all of this mean for Nvidia's shareholders?The Implications for InvestorsSee, the aforementioned firms aren't pure-plays. Also, these firms manufacture products for competing platforms from AMD and Intel as well. So, their monthly sales numbers provide us with leading insights about the state of consumer computing industry in general, rather than it being specifically limited to Nvidia.It's also important to understand that if AMD, Nvidia and Intel's SKUs were still selling like hotcakes, then these partner firms would be flush with orders and they'd be reporting continued sales growth. But there has clearly been a sales slump of late. So, I believe the demand for consumer computing devices has waned off in recent weeks. This will eventually reflect in AMD, Nvidia and Intel's earnings results in subsequent quarters, if not outrightly in Q1.Therefore, I contend that Nvidia's investors should brace for subdued growth rates from their company in Q2 at the very least. Only time will tell if this is a transitory weakness or a longer-lasting trend, so investors may want to closely monitor the monthly sales figures for April, May and June as well. This would provide a head start to investors, before Nvidia reports its Q2 results sometime in July.This very industry dynamic seems to have also prompted two research firms, Truist and Baird, to downgrade Nvidia in the last two weeks. They didn't provide any specifics and they also did not reveal their sources, but just said that they “found hard evidence of order cuts” which could weigh down on Nvidia's sales growth in Q2 and beyond.What further exacerbates the problem is the fact that Nvidia's shares trade at a significant premium compared to many of the other rapidly growing semiconductor stocks. This suggests that the stock packs in more downside potential, than upside potential, at its current levels. This should encourage investors to rethink their thesis in the name and ask themselves – why invest in Nvidia when there are other rapidly growing companies out there, that trade at lower valuation multiples.Final ThoughtsThere's no denying that Nvidia is a technology leader in its space. Its management has, time and again, found pockets of growth within the consumer and enterprise computing space, which has continually catapulted the company's revenue over the past decade. This fundamental philosophy of industry-leading innovation still remains at the heart of Nvidia and is likely to drive its sales to new highs in the years to come.","news_type":1},"isVote":1,"tweetType":1,"viewCount":780,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9014286884,"gmtCreate":1649667989571,"gmtModify":1676534547786,"author":{"id":"3580247699271268","authorId":"3580247699271268","name":"Liewgke","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580247699271268","authorIdStr":"3580247699271268"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9014286884","repostId":"1199375577","repostType":2,"isVote":1,"tweetType":1,"viewCount":460,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9082357099,"gmtCreate":1650529018139,"gmtModify":1676534745425,"author":{"id":"3580247699271268","authorId":"3580247699271268","name":"Liewgke","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580247699271268","authorIdStr":"3580247699271268"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9082357099","repostId":"1152929012","repostType":2,"repost":{"id":"1152929012","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1650528694,"share":"https://ttm.financial/m/news/1152929012?lang=&edition=fundamental","pubTime":"2022-04-21 16:11","market":"us","language":"en","title":"EV Stocks Jumped in Premarket Trading, with Tesla Surging Over 7% and Rivian Surging Over 3%","url":"https://stock-news.laohu8.com/highlight/detail?id=1152929012","media":"Tiger Newspress","summary":"EV stocks jumped in premarket trading, with Tesla surging over 7% and Rivian surging over 3%.Tesla said it earned $3.2 billion, or $2.86 a share, in the first quarter, compared with earnings of $438 million, or 39 cents a share, in the year-ago period.","content":"<html><head></head><body><p>EV stocks jumped in premarket trading, with Tesla surging over 7% and Rivian surging over 3%.<img height=\"auto\" src=\"https://static.tigerbbs.com/7f713fb60226fe99518601065a9232c6\" tg-height=\"278\" tg-width=\"318\" width=\"100%\"/>Tesla said it earned $3.2 billion, or $2.86 a share, in the first quarter, compared with earnings of $438 million, or 39 cents a share, in the year-ago period.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta content=\"text/html; charset=utf-8\" http-equiv=\"Content-Type\"/>\n<meta content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\" name=\"viewport\"/>\n<meta content=\"telephone=no,email=no,address=no\" name=\"format-detection\"/>\n<title>EV Stocks Jumped in Premarket Trading, with Tesla Surging Over 7% and Rivian Surging Over 3%</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\">\nEV Stocks Jumped in Premarket Trading, with Tesla Surging Over 7% and Rivian Surging Over 3%\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-04-21 16:11</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>EV stocks jumped in premarket trading, with Tesla surging over 7% and Rivian surging over 3%.<img height=\"auto\" src=\"https://static.tigerbbs.com/7f713fb60226fe99518601065a9232c6\" tg-height=\"278\" tg-width=\"318\" width=\"100%\"/>Tesla said it earned $3.2 billion, or $2.86 a share, in the first quarter, compared with earnings of $438 million, or 39 cents a share, in the year-ago period.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","RIVN":"Rivian Automotive, Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152929012","content_text":"EV stocks jumped in premarket trading, with Tesla surging over 7% and Rivian surging over 3%.Tesla said it earned $3.2 billion, or $2.86 a share, in the first quarter, compared with earnings of $438 million, or 39 cents a share, in the year-ago period.","news_type":1},"isVote":1,"tweetType":1,"viewCount":599,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9088680865,"gmtCreate":1650337741496,"gmtModify":1676534700210,"author":{"id":"3580247699271268","authorId":"3580247699271268","name":"Liewgke","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580247699271268","authorIdStr":"3580247699271268"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9088680865","repostId":"1191562607","repostType":4,"isVote":1,"tweetType":1,"viewCount":553,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9011322899,"gmtCreate":1648820821296,"gmtModify":1676534404687,"author":{"id":"3580247699271268","authorId":"3580247699271268","name":"Liewgke","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580247699271268","authorIdStr":"3580247699271268"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9011322899","repostId":"2224343461","repostType":4,"repost":{"id":"2224343461","kind":"highlight","pubTimestamp":1648819695,"share":"https://ttm.financial/m/news/2224343461?lang=&edition=fundamental","pubTime":"2022-04-01 21:28","market":"us","language":"en","title":"5 Top Stocks for April","url":"https://stock-news.laohu8.com/highlight/detail?id=2224343461","media":"Motley Fool","summary":"Could your portfolio use some spring cleaning?","content":"<html><head></head><body><p>We're only just beginning the second quarter and it's already been a wild year for investors.</p><p>The <b>S&P 500 </b>roared into the new year at all-time highs, but by March the broad-market index had dipped into a correction as concerns like the war in Ukraine, record inflation, and rising interest rates rattled investors. But since bottoming on March 8, the index has rallied more than 10%, and is now approaching all-time highs again.</p><p>At times like these, the only thing that's certain in the market seems to be uncertainty. That's no reason to panic, however.</p><p>Keep reading to see why our contributors recommend <b>Realty Income</b>, <b>Upstart Holdings</b>, <b>Roku</b>, <b>Poshmark</b>, and <b>Okta</b> as top stocks to buy in April.</p><p class=\"t-img-caption\"><img height=\"auto\" src=\"https://static.tigerbbs.com/ad24918f4b742ca638185cdf0948d4f7\" tg-height=\"403\" tg-width=\"700\" width=\"100%\"/><span>Image source: Getty Images.</span></p><h2>A real wealth creator</h2><p><b>Matt DiLallo (Realty Income): </b>Few companies embody their name quite like Realty Income. The real estate investment trust (REIT) aims to deliver dependable monthly dividends that steadily rise over time. That's exactly what it has done throughout its history. </p><p>Realty Income recently announced its 115th dividend increase since its initial public offering (IPO) in 1994, and its 98th consecutive quarterly increase. Overall, it has given investors a raise for 27 straight years -- qualifying it as a Dividend Aristocrat -- while growing the payout at a 4.4% compound annual rate. </p><p>This steady dividend growth has created a lot of value for shareholders. Since its IPO, Realty Income has delivered a 15.5% compound annual total return. </p><p>Realty Income should be able to continue delivering a steadily growing income stream in the coming years. The REIT has <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the best balance sheets in the sector and a reasonable dividend payout ratio. That gives it the financial capacity to continue buying income-producing real estate, and it sees an enormous opportunity to continue growing. There's an estimated $12 trillion of owner-occupied commercial real estate in the U.S. and Europe, providing it with a massive acquisition opportunity set. </p><p>Realty Income's ability to continue increasing its already attractive 4%-yielding dividend should help it deliver shareholder value. Add in its below-average volatility, and it's a great stock for investors to consider adding to their portfolio this month.</p><h2><b>An unconventional AI bet</b></h2><p><b>Chris Neiger (Upstart Holdings):</b> Artificial intelligence (AI) gets a lot of attention these days, but one AI angle that's just a little bit off the beaten path is Upstart Holdings and its loan origination business.</p><p>The company uses AI to streamline the loan application process for customers, with more than 70% of loans approved entirely through its automated system. And it's not just efficient. Loans originated on Upstart's platform result in 75% fewer defaults than those made through traditional lenders, and its personal loans charge rates that are 10% lower for customers.</p><p>Loan origination isn't exactly an exciting business. But you know what is? The potential for Upstart to tap into the $727 billion auto lending market and the $4.6 <i>trillion</i> mortgage market. The company is just getting started in both of these spaces, and it'll build on the success it's already had with personal loans.</p><p>The good news for investors is that Upstart doesn't just have a lot of potential -- it's already running a successful business. Total revenue spiked 252% in the fourth quarter (reported on Feb. 15), and operating income soared more than 5X to $60.4 million.</p><p>And the company looks even more attractive when you consider that 94% of its revenue comes from banks and lending institutions, which means the company doesn't have substantial exposure to risky borrowers.</p><p>Upstart's stock could experience some volatility in the short term, since growth stocks are suffering in the market right now. But with the company's stock currently down, snatching up some shares of this company could prove to be a wise bet over the next few years.</p><h2>A media-streaming winner in Wall Street's bargain bin</h2><p><b>Anders Bylund (Roku): </b>Shares of media-streaming technology expert Roku ( ROKU -3.60% ) are on fire sale these days. At the same time, the company's future prospects are brighter than ever.</p><p>The stock is trading 74% below last summer's all-time highs as of this writing. I understand why value investors are bundling this ticker with risky highfliers in the recent growth stock sell-off, since it changes hands for a princely 72 times trailing earnings and 92 times free cash flows, even now. However, I don't get why Roku's correction was much sharper than average. The tech-heavy <b>Nasdaq Composite</b> index has only retreated 11% from its December highs, by comparison.</p><p>As the worldwide leader in streaming video platforms, this company wins as long as the digital media sector is growing. Roku investors don't care which streaming service might be winning or losing the channel wars, because all those rivals rely on Roku's tried-and-true hardware and software solutions for putting their content in front of consumers. Furthermore, Roku is introducing new revenue streams such as its own lineup of original shows, on-screen shopping tools, and more.</p><p>We ain't seen nothing yet. Roku is poised to bounce back from this mysterious sell-off with a vengeance. It's one of my strongest investing ideas for the long haul, and like I said earlier, the stock looks affordable right now.</p><h2>A social marketplace that's been left for dead</h2><p><b>Tim Green (Poshmark): </b>If you have a bunch of clothes in your closet you want to sell, and you don't want a consignment shop to take a cut of 50% or more, Poshmark is the solution. Poshmark's third-party resale marketplace not only connects sellers with 7.6 million active buyers, but it also makes the process fun by infusing social aspects. Through likes, comments, and shares, sellers can build a following and a personal brand.</p><p>Poshmark the company is doing just fine. $1.8 billion of merchandise flowed through its platform last year, and the company generated revenue of $326 million. Those numbers were up 27% and 25%, respectively, from 2020. Poshmark isn't profitable, partly because it's been ramping up marketing to boost growth, but it is producing positive free cash flow.</p><p>Poshmark the stock is a very different story. Shares are down a whopping 87% from their all-time high, which they reached soon after the company's IPO in early 2021. Poshmark is now valued at just over $1 billion.</p><p>It's certainly true that growth has slowed down, and that the bottom line is taking a hit as spending has ramped up. But the market Poshmark is going after is large – the resale market is expected to more than triple in size by 2025 to $47 billion. Poshmark isn't the only player, but it's big enough that network effects give it a significant advantage. Poshmark's millions of buyers draw in sellers, and those new sellers bulk up the selection and draw in more buyers. On and on it goes.</p><p>Poshmark was founded in 2011, so it hasn't lived through a non-pandemic recession. But given that the platform is geared toward used clothes and good deals, it stands to reason that the company will hold up if the economy takes a turn for the worse. Poshmark has nearly $600 million in cash and no debt, so it should be able to weather just about any storm.</p><p>Investing in Poshmark will require some patience, but with a beaten-down valuation, a rock-solid balance sheet, and a massive long-term growth opportunity, the stock has a lot going for it.</p><h2>A growth star trading at a discount</h2><p><b>Jeremy Bowman (Okta): </b>Software-as-a-service (SaaS) stocks have been hit across the board in recent months as the pandemic boom that many of them experienced is fading.</p><p>However, cloud identity specialist Okta has grown steadily, pandemic or not, since its 2017 IPO, with organic revenue growth hovering around 40%. Nonetheless, the stock has fallen in recent months on the broader sector sell-off. It took a further hit after it revealed that one of its third-party engineers had been hacked, though the company said the incident was not material.</p><p>As a result, the stock is the cheapest it's been since 2018, trading at a price-to-sales ratio of 18, or 14 based on this year's expected revenue. While that might not sound cheap, Okta provides an essential service for businesses, and it's the fast-growing leader in an addressable market that it now values at $80 billion. The hack may have wounded the company's reputation, but it doesn't seem like a long-term threat to Okta, and the sell-off sets up a short-term buying opportunity. Okta should be able to achieve its target of at least $4 billion in revenue and a 20% free cash flow margin by fiscal 2026, implying it will grow revenue by at least 35% annually and generate free cash flow of at least $800 million.</p><p>If the company can reach that goal and continue penetrating the large market in front of it, buying now will pay off down the road.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta content=\"text/html; charset=utf-8\" http-equiv=\"Content-Type\"/>\n<meta content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\" name=\"viewport\"/>\n<meta content=\"telephone=no,email=no,address=no\" name=\"format-detection\"/>\n<title>5 Top Stocks for April</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\">\n5 Top Stocks for April\n</h2>\n<h4 class=\"meta\">\n\n\n2022-04-01 21:28 GMT+8   <a href=\"https://www.fool.com/investing/2022/04/01/5-top-stocks-for-april/\"><strong>Motley Fool</strong></a>\n</h4>\n</header>\n<article>\n<div>\n<p>We're only just beginning the second quarter and it's already been a wild year for investors.The S&P 500 roared into the new year at all-time highs, but by March the broad-market index had dipped into...</p>\n<a href=\"https://www.fool.com/investing/2022/04/01/5-top-stocks-for-april/\">Web Link</a>\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4507":"流媒体概念","BK4532":"文艺复兴科技持仓","UPST":"Upstart Holdings, Inc.","ROKU":"Roku Inc","O":"Realty Income Corp","BK4122":"互联网与直销零售","OKTA":"Okta Inc.","AI":"C3.ai, Inc.","POSH":"Poshmark, Inc.","BK4548":"巴美列捷福持仓","BK4524":"宅经济概念","BK4551":"寇图资本持仓","BK4561":"索罗斯持仓","BK4108":"电影和娱乐","REIT":"ALPS Active REIT ETF","BK4543":"AI","BK4166":"消费信贷","BK4528":"SaaS概念"},"source_url":"https://www.fool.com/investing/2022/04/01/5-top-stocks-for-april/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2224343461","content_text":"We're only just beginning the second quarter and it's already been a wild year for investors.The S&P 500 roared into the new year at all-time highs, but by March the broad-market index had dipped into a correction as concerns like the war in Ukraine, record inflation, and rising interest rates rattled investors. But since bottoming on March 8, the index has rallied more than 10%, and is now approaching all-time highs again.At times like these, the only thing that's certain in the market seems to be uncertainty. That's no reason to panic, however.Keep reading to see why our contributors recommend Realty Income, Upstart Holdings, Roku, Poshmark, and Okta as top stocks to buy in April.Image source: Getty Images.A real wealth creatorMatt DiLallo (Realty Income): Few companies embody their name quite like Realty Income. The real estate investment trust (REIT) aims to deliver dependable monthly dividends that steadily rise over time. That's exactly what it has done throughout its history. Realty Income recently announced its 115th dividend increase since its initial public offering (IPO) in 1994, and its 98th consecutive quarterly increase. Overall, it has given investors a raise for 27 straight years -- qualifying it as a Dividend Aristocrat -- while growing the payout at a 4.4% compound annual rate. This steady dividend growth has created a lot of value for shareholders. Since its IPO, Realty Income has delivered a 15.5% compound annual total return. Realty Income should be able to continue delivering a steadily growing income stream in the coming years. The REIT has one of the best balance sheets in the sector and a reasonable dividend payout ratio. That gives it the financial capacity to continue buying income-producing real estate, and it sees an enormous opportunity to continue growing. There's an estimated $12 trillion of owner-occupied commercial real estate in the U.S. and Europe, providing it with a massive acquisition opportunity set. Realty Income's ability to continue increasing its already attractive 4%-yielding dividend should help it deliver shareholder value. Add in its below-average volatility, and it's a great stock for investors to consider adding to their portfolio this month.An unconventional AI betChris Neiger (Upstart Holdings): Artificial intelligence (AI) gets a lot of attention these days, but one AI angle that's just a little bit off the beaten path is Upstart Holdings and its loan origination business.The company uses AI to streamline the loan application process for customers, with more than 70% of loans approved entirely through its automated system. And it's not just efficient. Loans originated on Upstart's platform result in 75% fewer defaults than those made through traditional lenders, and its personal loans charge rates that are 10% lower for customers.Loan origination isn't exactly an exciting business. But you know what is? The potential for Upstart to tap into the $727 billion auto lending market and the $4.6 trillion mortgage market. The company is just getting started in both of these spaces, and it'll build on the success it's already had with personal loans.The good news for investors is that Upstart doesn't just have a lot of potential -- it's already running a successful business. Total revenue spiked 252% in the fourth quarter (reported on Feb. 15), and operating income soared more than 5X to $60.4 million.And the company looks even more attractive when you consider that 94% of its revenue comes from banks and lending institutions, which means the company doesn't have substantial exposure to risky borrowers.Upstart's stock could experience some volatility in the short term, since growth stocks are suffering in the market right now. But with the company's stock currently down, snatching up some shares of this company could prove to be a wise bet over the next few years.A media-streaming winner in Wall Street's bargain binAnders Bylund (Roku): Shares of media-streaming technology expert Roku ( ROKU -3.60% ) are on fire sale these days. At the same time, the company's future prospects are brighter than ever.The stock is trading 74% below last summer's all-time highs as of this writing. I understand why value investors are bundling this ticker with risky highfliers in the recent growth stock sell-off, since it changes hands for a princely 72 times trailing earnings and 92 times free cash flows, even now. However, I don't get why Roku's correction was much sharper than average. The tech-heavy Nasdaq Composite index has only retreated 11% from its December highs, by comparison.As the worldwide leader in streaming video platforms, this company wins as long as the digital media sector is growing. Roku investors don't care which streaming service might be winning or losing the channel wars, because all those rivals rely on Roku's tried-and-true hardware and software solutions for putting their content in front of consumers. Furthermore, Roku is introducing new revenue streams such as its own lineup of original shows, on-screen shopping tools, and more.We ain't seen nothing yet. Roku is poised to bounce back from this mysterious sell-off with a vengeance. It's one of my strongest investing ideas for the long haul, and like I said earlier, the stock looks affordable right now.A social marketplace that's been left for deadTim Green (Poshmark): If you have a bunch of clothes in your closet you want to sell, and you don't want a consignment shop to take a cut of 50% or more, Poshmark is the solution. Poshmark's third-party resale marketplace not only connects sellers with 7.6 million active buyers, but it also makes the process fun by infusing social aspects. Through likes, comments, and shares, sellers can build a following and a personal brand.Poshmark the company is doing just fine. $1.8 billion of merchandise flowed through its platform last year, and the company generated revenue of $326 million. Those numbers were up 27% and 25%, respectively, from 2020. Poshmark isn't profitable, partly because it's been ramping up marketing to boost growth, but it is producing positive free cash flow.Poshmark the stock is a very different story. Shares are down a whopping 87% from their all-time high, which they reached soon after the company's IPO in early 2021. Poshmark is now valued at just over $1 billion.It's certainly true that growth has slowed down, and that the bottom line is taking a hit as spending has ramped up. But the market Poshmark is going after is large – the resale market is expected to more than triple in size by 2025 to $47 billion. Poshmark isn't the only player, but it's big enough that network effects give it a significant advantage. Poshmark's millions of buyers draw in sellers, and those new sellers bulk up the selection and draw in more buyers. On and on it goes.Poshmark was founded in 2011, so it hasn't lived through a non-pandemic recession. But given that the platform is geared toward used clothes and good deals, it stands to reason that the company will hold up if the economy takes a turn for the worse. Poshmark has nearly $600 million in cash and no debt, so it should be able to weather just about any storm.Investing in Poshmark will require some patience, but with a beaten-down valuation, a rock-solid balance sheet, and a massive long-term growth opportunity, the stock has a lot going for it.A growth star trading at a discountJeremy Bowman (Okta): Software-as-a-service (SaaS) stocks have been hit across the board in recent months as the pandemic boom that many of them experienced is fading.However, cloud identity specialist Okta has grown steadily, pandemic or not, since its 2017 IPO, with organic revenue growth hovering around 40%. Nonetheless, the stock has fallen in recent months on the broader sector sell-off. It took a further hit after it revealed that one of its third-party engineers had been hacked, though the company said the incident was not material.As a result, the stock is the cheapest it's been since 2018, trading at a price-to-sales ratio of 18, or 14 based on this year's expected revenue. While that might not sound cheap, Okta provides an essential service for businesses, and it's the fast-growing leader in an addressable market that it now values at $80 billion. The hack may have wounded the company's reputation, but it doesn't seem like a long-term threat to Okta, and the sell-off sets up a short-term buying opportunity. Okta should be able to achieve its target of at least $4 billion in revenue and a 20% free cash flow margin by fiscal 2026, implying it will grow revenue by at least 35% annually and generate free cash flow of at least $800 million.If the company can reach that goal and continue penetrating the large market in front of it, buying now will pay off down the road.","news_type":1},"isVote":1,"tweetType":1,"viewCount":688,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9088617697,"gmtCreate":1650337640044,"gmtModify":1676534700184,"author":{"id":"3580247699271268","authorId":"3580247699271268","name":"Liewgke","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580247699271268","authorIdStr":"3580247699271268"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9088617697","repostId":"1136222475","repostType":2,"isVote":1,"tweetType":1,"viewCount":559,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}