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EugeneH
2022-07-06
$Alphabet(GOOGL)$
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2022-07-05
$Alphabet(GOOGL)$
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2022-07-05
$Apple(AAPL)$
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EugeneH
2022-07-04
$Alphabet(GOOGL)$
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EugeneH
2022-07-04
$Apple(AAPL)$
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EugeneH
2022-07-03
$Alphabet(GOOGL)$
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EugeneH
2022-07-03
$Apple(AAPL)$
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EugeneH
2022-07-02
$Apple(AAPL)$
jkl
EugeneH
2022-07-01
$Apple(AAPL)$
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EugeneH
2022-06-30
$Alphabet(GOOGL)$
hl
EugeneH
2022-06-30
$Apple(AAPL)$
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EugeneH
2022-06-29
$Alphabet(GOOGL)$
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2022-06-29
$Apple(AAPL)$
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2022-06-28
$Alphabet(GOOGL)$
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2022-06-28
$Tesla Motors(TSLA)$
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EugeneH
2022-06-27
$Tesla Motors(TSLA)$
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EugeneH
2022-06-26
$Alphabet(GOOGL)$
getting btr
EugeneH
2022-06-26
help to like
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2022-06-26
$Tesla Motors(TSLA)$
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2022-06-25
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Motors(TSLA)$l","images":[{"img":"https://community-static.tradeup.com/news/5dba52d1a70232544ae28e4e7131cb07","width":"1080","height":"3358"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9048267168","isVote":1,"tweetType":1,"viewCount":187,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9048962333,"gmtCreate":1656127403922,"gmtModify":1676535773597,"author":{"id":"3580273334777387","authorId":"3580273334777387","name":"EugeneH","avatar":"https://static.tigerbbs.com/615153c828f3d40a5db402358c9f90f8","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580273334777387","authorIdStr":"3580273334777387"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$</a>i","listText":"<a 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like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9061865970","repostId":"1173930857","repostType":4,"repost":{"id":"1173930857","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":1651584757,"share":"https://ttm.financial/m/news/1173930857?lang=&edition=fundamental","pubTime":"2022-05-03 21:32","market":"us","language":"en","title":"Stocks Are Flat on Tuesday as Investors Remain on Edge Ahead of Fed Decision","url":"https://stock-news.laohu8.com/highlight/detail?id=1173930857","media":"Tiger Newspress","summary":"U.S. stock futures were little changed on Tuesday morning after the major averages staged a big reve","content":"<html><head></head><body><p>U.S. stock futures were little changed on Tuesday morning after the major averages staged a big reversal to start the month.</p><p>The Dow Jones Industrial Average traded up 47 points, or 0.1%. The S&P 500 was up less than 0.1%, and Nasdaq Composite dipped 0.2%.</p><p>On Monday, the major averages posted a wild up-and-down session with the Nasdaq Composite rising 1.63% in a late-day comeback, despite falling as much as 1.07% earlier in the day. The S&P 500 rose 0.57% after hitting a new 2022 low earlier in the session.</p><p>Meanwhile, the Dow gained 84 points, or 0.26%. At its session lows, the Dow was down more than 400 points.</p><p>Those moves come on the back of a brutal month in April for stocks. April was the worst month since March 2020 for the Dow and S&P 500. It was the worst month for the Nasdaq since 2008.</p><p>“We think the data continues to paint a picture of extreme fear and a contrarian opportunity for longer-term investors, even though there is scope for further movement/more downside in the very near term on some gauges,” RBC strategist Lori Calvasina said in a note to clients.</p><p>The benchmark 10-year Treasury yield also climbed to a new milestone on Monday. The bond yield hit 3.01% during the session, its highest point since December 2018. However, it fell back on Tuesday, possibly easing selling pressure on stocks.</p><p>Those moves come ahead of a widely anticipated Federal Reserve meeting.</p><p>Wall Street is largely expecting interest rates the central bank to raise rates by 50 basis points this week, with some investors believe expectations of aggressive monetary tightening from the central bank are already priced into markets.</p><p>The Federal Open Market Committee will issue a statement at 2 p.m. ET on Wednesday. Fed Chair Jerome Powell is expected to hold a press conference at 2:30 p.m.</p><p>Billionaire hedge fund manager Paul Tudor Jones said on CNBC’s “Squawk Box” Tuesday that, with the Fed tightening and the economy slowing, capital preservation should be the main goal for investors.</p><p>″“You can’t think of a worse environment than where we are right now for financial assets. Clearly you don’t want to own bonds and stocks,” Jones said.</p><p>The expected rate hike comes as there are growing concerns about the global economy, due in part to China’s lockdowns and the war in Europe.</p><p>“Markets continue to be hostage to the China Covid-19 response and the geopolitics, which are overshadowing what is still a very resilient fundamental picture,” JPMorgan strategist Mislav Matejka said in a note to clients.</p><p>A number of consumer-oriented companies are still reporting earnings this week. Shares of Avis Budget jumped more than 6% during extended trading after the car company surpassed earnings expectations on the top and bottom lines.</p><p>Shares of Clorox were under pressure after the home products company cut its full year gross margin outlook, citing inflation. DuPont’s stock fell more than 2% after its quarterly report showed operating margin shrinking year over year.</p><p>Chegg’s stock price tumbled nearly 30% during extended trade after the textbook company issued weak guidance for the full year despite exceeding earnings expectations.</p><p>Elsewhere, shares of Restaurant Brands and Pfizer were little changed in premarket trading after beating expectations on the top and bottom lines Tuesday morning.</p><p>Airbnb, AMD, Lyft and Starbucks are expected to report earnings after the bell Tuesday.</p><p>Traders will also watch for the latest reading of the Job Openings and Labor Turnover (JOLTS) data that is expected at 10 a.m. ET on Tuesday. Data on auto sales for April is also expected on Tuesday.</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>Stocks Are Flat on Tuesday as Investors Remain on Edge Ahead of Fed Decision</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\">\nStocks Are Flat on Tuesday as Investors Remain on Edge Ahead of Fed Decision\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-05-03 21:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. stock futures were little changed on Tuesday morning after the major averages staged a big reversal to start the month.</p><p>The Dow Jones Industrial Average traded up 47 points, or 0.1%. The S&P 500 was up less than 0.1%, and Nasdaq Composite dipped 0.2%.</p><p>On Monday, the major averages posted a wild up-and-down session with the Nasdaq Composite rising 1.63% in a late-day comeback, despite falling as much as 1.07% earlier in the day. The S&P 500 rose 0.57% after hitting a new 2022 low earlier in the session.</p><p>Meanwhile, the Dow gained 84 points, or 0.26%. At its session lows, the Dow was down more than 400 points.</p><p>Those moves come on the back of a brutal month in April for stocks. April was the worst month since March 2020 for the Dow and S&P 500. It was the worst month for the Nasdaq since 2008.</p><p>“We think the data continues to paint a picture of extreme fear and a contrarian opportunity for longer-term investors, even though there is scope for further movement/more downside in the very near term on some gauges,” RBC strategist Lori Calvasina said in a note to clients.</p><p>The benchmark 10-year Treasury yield also climbed to a new milestone on Monday. The bond yield hit 3.01% during the session, its highest point since December 2018. However, it fell back on Tuesday, possibly easing selling pressure on stocks.</p><p>Those moves come ahead of a widely anticipated Federal Reserve meeting.</p><p>Wall Street is largely expecting interest rates the central bank to raise rates by 50 basis points this week, with some investors believe expectations of aggressive monetary tightening from the central bank are already priced into markets.</p><p>The Federal Open Market Committee will issue a statement at 2 p.m. ET on Wednesday. Fed Chair Jerome Powell is expected to hold a press conference at 2:30 p.m.</p><p>Billionaire hedge fund manager Paul Tudor Jones said on CNBC’s “Squawk Box” Tuesday that, with the Fed tightening and the economy slowing, capital preservation should be the main goal for investors.</p><p>″“You can’t think of a worse environment than where we are right now for financial assets. Clearly you don’t want to own bonds and stocks,” Jones said.</p><p>The expected rate hike comes as there are growing concerns about the global economy, due in part to China’s lockdowns and the war in Europe.</p><p>“Markets continue to be hostage to the China Covid-19 response and the geopolitics, which are overshadowing what is still a very resilient fundamental picture,” JPMorgan strategist Mislav Matejka said in a note to clients.</p><p>A number of consumer-oriented companies are still reporting earnings this week. Shares of Avis Budget jumped more than 6% during extended trading after the car company surpassed earnings expectations on the top and bottom lines.</p><p>Shares of Clorox were under pressure after the home products company cut its full year gross margin outlook, citing inflation. DuPont’s stock fell more than 2% after its quarterly report showed operating margin shrinking year over year.</p><p>Chegg’s stock price tumbled nearly 30% during extended trade after the textbook company issued weak guidance for the full year despite exceeding earnings expectations.</p><p>Elsewhere, shares of Restaurant Brands and Pfizer were little changed in premarket trading after beating expectations on the top and bottom lines Tuesday morning.</p><p>Airbnb, AMD, Lyft and Starbucks are expected to report earnings after the bell Tuesday.</p><p>Traders will also watch for the latest reading of the Job Openings and Labor Turnover (JOLTS) data that is expected at 10 a.m. ET on Tuesday. Data on auto sales for April is also expected on Tuesday.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173930857","content_text":"U.S. stock futures were little changed on Tuesday morning after the major averages staged a big reversal to start the month.The Dow Jones Industrial Average traded up 47 points, or 0.1%. The S&P 500 was up less than 0.1%, and Nasdaq Composite dipped 0.2%.On Monday, the major averages posted a wild up-and-down session with the Nasdaq Composite rising 1.63% in a late-day comeback, despite falling as much as 1.07% earlier in the day. The S&P 500 rose 0.57% after hitting a new 2022 low earlier in the session.Meanwhile, the Dow gained 84 points, or 0.26%. At its session lows, the Dow was down more than 400 points.Those moves come on the back of a brutal month in April for stocks. April was the worst month since March 2020 for the Dow and S&P 500. It was the worst month for the Nasdaq since 2008.“We think the data continues to paint a picture of extreme fear and a contrarian opportunity for longer-term investors, even though there is scope for further movement/more downside in the very near term on some gauges,” RBC strategist Lori Calvasina said in a note to clients.The benchmark 10-year Treasury yield also climbed to a new milestone on Monday. The bond yield hit 3.01% during the session, its highest point since December 2018. However, it fell back on Tuesday, possibly easing selling pressure on stocks.Those moves come ahead of a widely anticipated Federal Reserve meeting.Wall Street is largely expecting interest rates the central bank to raise rates by 50 basis points this week, with some investors believe expectations of aggressive monetary tightening from the central bank are already priced into markets.The Federal Open Market Committee will issue a statement at 2 p.m. ET on Wednesday. Fed Chair Jerome Powell is expected to hold a press conference at 2:30 p.m.Billionaire hedge fund manager Paul Tudor Jones said on CNBC’s “Squawk Box” Tuesday that, with the Fed tightening and the economy slowing, capital preservation should be the main goal for investors.″“You can’t think of a worse environment than where we are right now for financial assets. Clearly you don’t want to own bonds and stocks,” Jones said.The expected rate hike comes as there are growing concerns about the global economy, due in part to China’s lockdowns and the war in Europe.“Markets continue to be hostage to the China Covid-19 response and the geopolitics, which are overshadowing what is still a very resilient fundamental picture,” JPMorgan strategist Mislav Matejka said in a note to clients.A number of consumer-oriented companies are still reporting earnings this week. Shares of Avis Budget jumped more than 6% during extended trading after the car company surpassed earnings expectations on the top and bottom lines.Shares of Clorox were under pressure after the home products company cut its full year gross margin outlook, citing inflation. DuPont’s stock fell more than 2% after its quarterly report showed operating margin shrinking year over year.Chegg’s stock price tumbled nearly 30% during extended trade after the textbook company issued weak guidance for the full year despite exceeding earnings expectations.Elsewhere, shares of Restaurant Brands and Pfizer were little changed in premarket trading after beating expectations on the top and bottom lines Tuesday morning.Airbnb, AMD, Lyft and Starbucks are expected to report earnings after the bell Tuesday.Traders will also watch for the latest reading of the Job Openings and Labor Turnover (JOLTS) data that is expected at 10 a.m. ET on Tuesday. Data on auto sales for April is also expected on Tuesday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":76,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9043644293,"gmtCreate":1655935739912,"gmtModify":1676535732628,"author":{"id":"3580273334777387","authorId":"3580273334777387","name":"EugeneH","avatar":"https://static.tigerbbs.com/615153c828f3d40a5db402358c9f90f8","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580273334777387","authorIdStr":"3580273334777387"},"themes":[],"htmlText":"Help to like","listText":"Help to like","text":"Help to like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9043644293","repostId":"1115890604","repostType":4,"repost":{"id":"1115890604","kind":"news","pubTimestamp":1655908893,"share":"https://ttm.financial/m/news/1115890604?lang=&edition=fundamental","pubTime":"2022-06-22 22:41","market":"hk","language":"en","title":"Alibaba: Is the Worst Over?","url":"https://stock-news.laohu8.com/highlight/detail?id=1115890604","media":"TipRanks","summary":"Story HighlightsThe easing of regulatory headwinds and COVID-led restrictions will likely support Al","content":"<div>\n<p>Story HighlightsThe easing of regulatory headwinds and COVID-led restrictions will likely support Alibaba’s growth. However, macro uncertainty and softness in the cloud business are a drag.The macro ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/alibaba-is-the-worst-over/\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba: Is the Worst Over?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba: Is the Worst Over?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-22 22:41 GMT+8 <a href=https://www.tipranks.com/news/article/alibaba-is-the-worst-over/><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Story HighlightsThe easing of regulatory headwinds and COVID-led restrictions will likely support Alibaba’s growth. However, macro uncertainty and softness in the cloud business are a drag.The macro ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/alibaba-is-the-worst-over/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"https://www.tipranks.com/news/article/alibaba-is-the-worst-over/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115890604","content_text":"Story HighlightsThe easing of regulatory headwinds and COVID-led restrictions will likely support Alibaba’s growth. However, macro uncertainty and softness in the cloud business are a drag.The macro weakness in China, increased competitive activity, and COVID-led disruptions have weighed on the financial performance of internet giant Alibaba (NYSE: BABA). The company’s growth decelerated sequentially over the past several quarters.Given the challenges, Alibaba stock has dropped nearly 54% from its 52-week high. While the slowdown in growth dragged its share price lower, regulatory headwinds further contributed to its decline.What’s Next?Though BABA stock has decreased substantially, COVID-led uncertainty and the economic slowdown could restrict the recovery in the short term. However, favorable government policies and easing COVID restrictions could reaccelerate growth.During last quarter’s conference call, Alibaba’s CEO, Daniel Zhang, indicated supportive government policies. Zhang stated, “Chinese government has released important policy signals on its commitment to stabilize the economy.” Moreover, “They have also issued clear statements on promoting the development of internet platform economy through a healthy, regulatory environment.”As the operating environment shows signs of improvement, US Tiger Securities analyst Bo Pei upgraded BABA stock to Buy from Hold.Pei added, “Despite the more challenging June quarter, we are upgrading BABA to BUY as we believe both revenue and profitability will bottom out and hit a long-awaited inflection point in the quarter.”The analyst expects Alibaba’s growth to improve in the second half of this year, benefitting from easier year-over-year comparisons and government stimulus.Echoing similar sentiments, Bank of America Securities analyst Eddie Leung reiterated his Buy recommendation on BABA stock.Offering updates from its virtual Innovative Conference with Alibaba, Leung said supply bottlenecks are easing. Further, Alibaba is witnessing an improvement in demand in some product categories. However, for the cloud business, “Alibaba sees resumption of some projects delayed by the lockdowns but expects an economic slowdown and moderate traffic growth among Internet sector clients to weigh on the near-term growth.”Including Pei and Leung, Alibaba has received 16 Buy recommendations. Meanwhile, two analysts remain sidelined.Overall, it sports a Strong Buy consensus rating on TipRanks. Further, the average Alibaba price target of $161.01 implies 51.2% upside potential.Bottom LineThe easing of regulatory headwinds and COVID-led restrictions will likely support Alibaba’s growth. Moreover, easier year-over-year comparisons are positive. However, uncertainty related to the pandemic, an expected softness in the cloud business, and a tough macro environment pose challenges.","news_type":1},"isVote":1,"tweetType":1,"viewCount":151,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9040411335,"gmtCreate":1655691344827,"gmtModify":1676535686555,"author":{"id":"3580273334777387","authorId":"3580273334777387","name":"EugeneH","avatar":"https://static.tigerbbs.com/615153c828f3d40a5db402358c9f90f8","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580273334777387","authorIdStr":"3580273334777387"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9040411335","repostId":"1164722029","repostType":4,"repost":{"id":"1164722029","kind":"news","pubTimestamp":1655691238,"share":"https://ttm.financial/m/news/1164722029?lang=&edition=fundamental","pubTime":"2022-06-20 10:13","market":"us","language":"en","title":"Intel Stock Is an Undervalued Buy at Its 52-Week Low","url":"https://stock-news.laohu8.com/highlight/detail?id=1164722029","media":"InvestorPlace","summary":"Intel(INTC) stock is oversold amid risk-aversion from tech investors.The company's CPU market strong","content":"<html><head></head><body><ul><li><b>Intel</b>(<b><u>INTC</u></b>) stock is oversold amid risk-aversion from tech investors.</li><li>The company's CPU market stronghold provides it with solid bargaining and pricing power.</li><li>Valuation metrics suggest that INTC is severely underpriced.</li></ul><p><b>Intel</b>(NASDAQ:<b>INTC</b>) stock recently hit a new 52-week low as tech stocks have been hit hard due to a gloomy market outlook. Most high-beta technology stocks have plummeted recently due to a fear of yield curve inversion, which is a leading recession indicator. In addition, risk-aversion is causing all kinds of problems, causing many new market participants to run for the hills as a bear market emerges, subsequently causing the market to overshoot to the downside.</p><p>Despite the troubled market sentiment, many technology stocks are oversold, including Intel. I’ve had a thorough look at INTC stock’s prospects, leading me to think that it’s a must-own at its current price. Here’s why.</p><p><b>INTC Stock From an Operational Perspective</b></p><p>Global semiconductor demand is still growing strongly. The industry’s latest top-line data reveals a 21% year-over-year increase in April sales. According to Semiconductor Industry Association CEO John Neuffer, “global semiconductor sales have increased by more than 20% on a year-to-year basis for 13 consecutive months, indicating consistently high and growing demand for semiconductors across a range of critical sectors.”</p><p>Although supply-chain issues persist, Intel owns a solid market position, as indicated by its gross margin of54.32% and its return on invested capital of8.67%. Solid market positioning gives the firm bargaining power over its suppliers, which could see it survive transitory supply-chain hurdles.</p><p>Furthermore, Intel exhibits high-quality commercial prospects. INTC still holds63.5%of the central processing unit (CPU) market share. Despite the abrupt growth of the graphics processing unit (GPU) market, CPUs still represent a market that’s10 times larger. Furthermore, CPUs have garnered renewed attention lately due to their application in artificial neural networks.</p><p>The company recently beat its first-quarter earnings target by8 cents per share amid achieving key production milestones and product delivery goals. During the quarter, data center sales continued to rise, posting22% year-over-year growth, network and edge group sales increased by 23%, and Intel’s foundry service revenue more than doubled to $283 million.</p><p><b>Assessing INTC’s Price Level</b></p><p>Intel stock is undervalued after dropping more than 28%since the turn of the year. I decided to utilize a relative valuation approach in my analysis, which accounts for mean reversion. Firstly, INTC stock’s price-to-earnings ratio is at a 33% discount to its 5-year average, suggesting that its earnings per share prospects are underpriced by the market. Moreover, INTC’s price-to-earnings ratio is at a peer group discount of 53%, implying that it’s a significantly overlooked stock.</p><p>Another factor that could support INTC stock from here onwards is its dividend profile. The stock sports a forward dividend yield of3.9%with a dividend coverage ratio of4.3%, conveying that INTC is a top-class dividend stock pick.</p><p>Flimsy markets stimulate demand for high-dividend stocks as investors flee risk-on assets. For example, high-dividend stocks have outperformed the <b>S&P 500</b> on a relative basis in the past year, conveying investors’ “guaranteed yield-seeking” attitude during trying economic times. Thus, the current market environment could be suitable for Intel stock.</p><p><img src=\"https://static.tigerbbs.com/3dd0a1e4d8937e7d452887bb9571d706\" tg-width=\"888\" tg-height=\"232\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Source: KoyFinChart Courtesy ofKoyfin</p><p>Intel stock is undervalued at its current price. The company owns a solid market share, exhibits attractive dividend properties, and provides innovative solutions. In addition, the market’s overreaction to a possible recession has left the stock oversold at a relative strength (RSI) of a mere30, suggesting that a lucrative entry point has presented itself.</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>Intel Stock Is an Undervalued Buy at Its 52-Week Low</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\">\nIntel Stock Is an Undervalued Buy at Its 52-Week Low\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-20 10:13 GMT+8 <a href=https://investorplace.com/2022/06/intc-stock-is-an-undervalued-buy-at-its-52-week-low/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Intel(INTC) stock is oversold amid risk-aversion from tech investors.The company's CPU market stronghold provides it with solid bargaining and pricing power.Valuation metrics suggest that INTC is ...</p>\n\n<a href=\"https://investorplace.com/2022/06/intc-stock-is-an-undervalued-buy-at-its-52-week-low/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INTC":"英特尔"},"source_url":"https://investorplace.com/2022/06/intc-stock-is-an-undervalued-buy-at-its-52-week-low/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164722029","content_text":"Intel(INTC) stock is oversold amid risk-aversion from tech investors.The company's CPU market stronghold provides it with solid bargaining and pricing power.Valuation metrics suggest that INTC is severely underpriced.Intel(NASDAQ:INTC) stock recently hit a new 52-week low as tech stocks have been hit hard due to a gloomy market outlook. Most high-beta technology stocks have plummeted recently due to a fear of yield curve inversion, which is a leading recession indicator. In addition, risk-aversion is causing all kinds of problems, causing many new market participants to run for the hills as a bear market emerges, subsequently causing the market to overshoot to the downside.Despite the troubled market sentiment, many technology stocks are oversold, including Intel. I’ve had a thorough look at INTC stock’s prospects, leading me to think that it’s a must-own at its current price. Here’s why.INTC Stock From an Operational PerspectiveGlobal semiconductor demand is still growing strongly. The industry’s latest top-line data reveals a 21% year-over-year increase in April sales. According to Semiconductor Industry Association CEO John Neuffer, “global semiconductor sales have increased by more than 20% on a year-to-year basis for 13 consecutive months, indicating consistently high and growing demand for semiconductors across a range of critical sectors.”Although supply-chain issues persist, Intel owns a solid market position, as indicated by its gross margin of54.32% and its return on invested capital of8.67%. Solid market positioning gives the firm bargaining power over its suppliers, which could see it survive transitory supply-chain hurdles.Furthermore, Intel exhibits high-quality commercial prospects. INTC still holds63.5%of the central processing unit (CPU) market share. Despite the abrupt growth of the graphics processing unit (GPU) market, CPUs still represent a market that’s10 times larger. Furthermore, CPUs have garnered renewed attention lately due to their application in artificial neural networks.The company recently beat its first-quarter earnings target by8 cents per share amid achieving key production milestones and product delivery goals. During the quarter, data center sales continued to rise, posting22% year-over-year growth, network and edge group sales increased by 23%, and Intel’s foundry service revenue more than doubled to $283 million.Assessing INTC’s Price LevelIntel stock is undervalued after dropping more than 28%since the turn of the year. I decided to utilize a relative valuation approach in my analysis, which accounts for mean reversion. Firstly, INTC stock’s price-to-earnings ratio is at a 33% discount to its 5-year average, suggesting that its earnings per share prospects are underpriced by the market. Moreover, INTC’s price-to-earnings ratio is at a peer group discount of 53%, implying that it’s a significantly overlooked stock.Another factor that could support INTC stock from here onwards is its dividend profile. The stock sports a forward dividend yield of3.9%with a dividend coverage ratio of4.3%, conveying that INTC is a top-class dividend stock pick.Flimsy markets stimulate demand for high-dividend stocks as investors flee risk-on assets. For example, high-dividend stocks have outperformed the S&P 500 on a relative basis in the past year, conveying investors’ “guaranteed yield-seeking” attitude during trying economic times. Thus, the current market environment could be suitable for Intel stock.Source: KoyFinChart Courtesy ofKoyfinIntel stock is undervalued at its current price. The company owns a solid market share, exhibits attractive dividend properties, and provides innovative solutions. In addition, the market’s overreaction to a possible recession has left the stock oversold at a relative strength (RSI) of a mere30, suggesting that a lucrative entry point has presented itself.","news_type":1},"isVote":1,"tweetType":1,"viewCount":55,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9025630190,"gmtCreate":1653667885010,"gmtModify":1676535324396,"author":{"id":"3580273334777387","authorId":"3580273334777387","name":"EugeneH","avatar":"https://static.tigerbbs.com/615153c828f3d40a5db402358c9f90f8","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580273334777387","authorIdStr":"3580273334777387"},"themes":[],"htmlText":"Help to like","listText":"Help to like","text":"Help to like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9025630190","repostId":"2238387186","repostType":4,"repost":{"id":"2238387186","kind":"news","pubTimestamp":1653660205,"share":"https://ttm.financial/m/news/2238387186?lang=&edition=fundamental","pubTime":"2022-05-27 22:03","market":"us","language":"en","title":"Alibaba Earnings: Back Up The Truck","url":"https://stock-news.laohu8.com/highlight/detail?id=2238387186","media":"seekingalpha","summary":"SummaryAlibaba just released its Q4 earnings, which beat on both revenue and adjusted EPS.Expectatio","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Alibaba just released its Q4 earnings, which beat on both revenue and adjusted EPS.</li><li>Expectations were low heading into the release.</li><li>At this point, BABA has gotten beaten down to the point of absurdity.</li><li>In this article I dissect Alibaba's Q4 earnings release and explain why I'm still long despite all the challenges.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fb3d9594de3e32459d994aa3977dc753\" tg-width=\"1080\" tg-height=\"718\" referrerpolicy=\"no-referrer\"/><span>Michael Loccisano/Getty Images Entertainment</span></p><p><b>Alibaba Group Holding Limited</b> (NYSE:BABA) just released its fourth quarter earnings. The release beat expectations on revenue as well as on EPS. The $3 billion year-over-year increase in revenue showed that BABA was able to crankout strong sales growth even amid China’s lockdowns and other macroeconomic headwinds.</p><p>Alibaba had a lot of things working in its favor going into its Q2 release. The company had negative earnings in the prior year quarter, which meant that the comparisons were soft this time around. The company was caught off guard by some lockdowns in major Chinese cities, but it wasn’t until Q2 (Alibaba’s fiscal Q1) that they became truly widespread. Additionally, BABA enjoyed a significant increase in web traffic in Q4 across virtually all of its online channels. Despite these two factors working in BABA’s favor, analysts still cut estimates repeatedly throughout the quarter, leading to weak expectations.</p><p>So, Alibaba had many advantages heading into this release. Which is why it was not surprising that earnings beat expectations. In Q4, Alibaba put most of its 2021 tech crackdown damage behind it. We’re beginning to see the effects of that today.</p><p>With a solid fourth quarter under its belt, Alibaba has a good foundation to build from. While the upcoming quarterly release is likely to be weak due to China’s heavy Q2 lockdowns, BABA will once again have soft comparisons in the September quarter. This lends credence to the idea that 2022 will be the year when Alibaba recovers–although the process may take longer than we initially thought.</p><p><b>Earnings Recap</b></p><p>For the fourth quarter, Alibaba delivered strong earnings, beating on both the top and bottom lines. Some highlights include:</p><ul><li><p>Revenue: $32.1 billion, up 9% (beat by $3 billion);</p></li><li><p>Operating income: $2.6 billion;</p></li><li><p>GAAP earnings: $-2.5 billion;</p></li><li><p>Adjusted earnings: $3.1 billion;</p></li><li><p>Diluted EPS: $1.25, down 23% (beat by $0.16);</p></li><li><p>Operating cash flow: $-1.1 billion.</p></li></ul><p>Pretty strong results, all things considered. Even with lockdowns taking place in the fourth quarter, Alibaba managed to grow its revenue by billions of dollars.</p><p>A few metrics in the release were particularly surprising, such as the 8% growth in core commerce. Going into the release, many investors expected the core eCommerce segment to weigh on results, as China was going through lockdowns in Q4. In past quarters, that segment underperformed relative to the cloud segment. This time around, that trend reversed. In Q4, Alibaba Cloud lost its biggest customer, which resulted in the segment growing by only 21%. Alibaba Cloud has long been considered a major potential growth driver for BABA, so its comparative under-performance in Q4 was a disappointment.</p><p>The cloud segment is worth exploring in detail. In the earnings release, BABA said that “a top customer” cut out its use of Alibaba cloud due to slowing demand in China. It did not specify the identity of the customer. The customer also apparently ceased using Alibaba Cloud in its international business, though it declined to say why. According to Alibaba, cloud growth would have been 29% had this customer not stopped using the service.</p><p>So, although Alibaba Cloud growth decelerated significantly in Q4, there is reason to think that it will pick up again. The 29% growth that Alibaba Cloud would have delivered had this customer still been in the picture would have been commensurate with past quarters, meaning that BABA would not have experienced deceleration. If Alibaba can get that customer back, then its growth could accelerate in the near future.</p><p><b>Competitors’ Results</b></p><p>To truly understand Alibaba’s Q4 results, we need to check in on how the company’s competitors have been doing. It’s well known that China’s government wants to increase competition in the tech sector, and this has been cited as a headwind for Alibaba. Given this, it makes sense to look at some of BABA’s competitors’ recent releases. Armed with this information, we can gauge how much of an advantage or disadvantage BABA has going forward.</p><p>First, let’s look at <b>JD.com, Inc.</b> (JD). JD’s earnings release was mixed. Revenue beat expectations, growing 18%, as did adjusted earnings. GAAP earnings, on the other hand, missed by a pretty wide margin, coming in at $-0.29, compared to $-0.02 expected. It wasn’t a great release, but the growth in revenue shows that one of BABA’s competitors is increasing its presence in the market. That could be thought of as a negative for BABA.</p><p>Next up we have <b>Pinduoduo Inc.</b> (PDD). PDD’s most recent release showed its slowest revenue growth in years. Coming in at 3%, the company’s revenue decelerated dramatically. That was definitely a positive for Alibaba. Pinduoduo’s popular group purchase model in agricultural goods could have made it a real competitor to BABA had it branched out into more product categories. Now that PDD’s growth is slowing down, it looks like the possible competitive threat has eased off. (<a href=\"https://ttm.financial/NW/1123192288\" target=\"_blank\">Pinduoduo has announced its quarterly results</a>)</p><p><b>Valuation</b></p><p>Alibaba’s Q4 results are particularly encouraging when we consider them along with the company’s valuation. Alibaba’s recent earnings beat expectations, yet the company’s stock is still very cheap, boasting valuation multiples like:</p><ul><li><p>Adjusted P/E: 9.5;</p></li><li><p>GAAP P/E: 21.9;</p></li><li><p>Price/sales: 1.69;</p></li><li><p>Price/book: 1.44;</p></li><li><p>Price/operating cash flow: 8.</p></li></ul><p>The above metrics strongly hint at a company that may be undervalued. BABA is, quite frankly, priced like it’s going out of business. Its price/book multiple is approaching a level where the company would be trading below the value of assets, net of debt, if its stock went much lower. In fact, Alibaba could reach the point where it’s trading below book value this quarter if its stock portfolio increases in value.</p><p>Alibaba is known to hold a lot of stocks and other marketable securities on its balance sheet. In recent quarters, this factor has been reducing the company’s GAAP earnings, as GAAP accounting rules state that you have to subtract mark-to-market losses on securities from net income, even if the losses weren’t realized. It’s a peculiar accounting rule that Warren Buffett has criticized due to it producing “earnings” that don’t reflect operating performance. It is true that mark-to-market accounting produces earnings that have nothing to do with business performance. However, this exact same factor could push BABA’s assets and earnings higher in the future, leading to an even lower price/book multiple and even greater perceived undervaluation.</p><p><b>Risks and Challenges</b></p><p>As we’ve seen, Alibaba is a strong player in China’s eCommerce industry that just put out a better-than-expected earnings release. Its stock is also very cheap. Taking all of this together, one gets the sense of a great value.</p><p>However, there are several risks and challenges to keep in mind, including:</p><ul><li><p><b>June quarter earnings.</b>It’s quite likely that Alibaba’s June quarter earnings will be weak. There were at least two full months of severe lockdowns in several Chinese cities in Q1. At the peak, more than 400 million Chinese citizens were locked down. There were some lockdowns in the just-reported quarter, but they weren’t as strict, and they didn’t affect as many people. There are already early signs that the Q2 lockdowns hit BABA pretty hard. BABA’s web traffic severely declined in April after rising in March. This suggests that, possibly, Chinese citizens were spending less money due to lockdown-induced supply constraints, or income loss.</p></li><li><p><b>Lockdowns.</b>Related to the June quarter earnings release is the prospect of Chinese lockdowns in general. China still officially maintains a “Zero COVID policy” which means that it is willing to use lockdowns to combat even small numbers of cases. This can lead to less retail spending when it occurs, which is a bad thing for online retail platforms like the ones BABA operates.</p></li><li><p><b>A renewed tech regulation.</b>China’s tech regulation was the biggest single factor behind Alibaba’s crash in 2021. The regulation resulted in BABA taking a $2.8 billion fine, a tax hike, and a host of other challenges. At the start of this year, it was looking like the regulation was still ongoing. The government was just about to launch a new inquiry into Ant Group when the COVID outbreak hit and the anti-trust inquiries were put on hold. Since then, China’s policy has been to support the markets rather than pressure them. However, there is always the possibility that the regulation will flare up again. If it does, it could cost BABA some money.</p></li><li><p><b>The macro climate.</b>China’s macroeconomic environment could be considered a short term risk factor for Alibaba. China’s retail spending growth was -11% in April. It could continue to be negative if China continues to pursue its aggressive stance on COVID. Additionally, China will face softer export growth should the U.S. enter the recession that many expect, and is still dealing with the economic fallout from the collapse of Evergrande. Taking all of these factors together, we get a picture of a decidedly challenging macroeconomic environment.</p></li></ul><p>If you’re considering taking a position in Alibaba, you’ll want to give the risk factors above a good hard mulling over. To my mind, BABA stock is a good value, because the stock is cheap and the company has a good competitive position. But a stock facing this many risk factors isn’t for everyone. It has been a volatile ride so far, and probably will be for the foreseeable future.</p><p>As for me, I plan to continue holding BABA. For an investor with a long time horizon, there are few better deals in the market today. A lot of people in this market speak of <b>Meta Platforms, Inc.</b> (FB) as a value stock, yet its multiples areall higher than BABA’sdespite it having slower revenue growth. Alibaba is the kind of rock bottom bargain you rarely see anywhere other than China, which is why I remain long this stock despite all of the risk factors it faces.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba Earnings: Back Up The Truck</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba Earnings: Back Up The Truck\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-27 22:03 GMT+8 <a href=https://seekingalpha.com/article/4514639-alibaba-earnings-back-up-the-truck><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAlibaba just released its Q4 earnings, which beat on both revenue and adjusted EPS.Expectations were low heading into the release.At this point, BABA has gotten beaten down to the point of ...</p>\n\n<a href=\"https://seekingalpha.com/article/4514639-alibaba-earnings-back-up-the-truck\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"https://seekingalpha.com/article/4514639-alibaba-earnings-back-up-the-truck","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2238387186","content_text":"SummaryAlibaba just released its Q4 earnings, which beat on both revenue and adjusted EPS.Expectations were low heading into the release.At this point, BABA has gotten beaten down to the point of absurdity.In this article I dissect Alibaba's Q4 earnings release and explain why I'm still long despite all the challenges.Michael Loccisano/Getty Images EntertainmentAlibaba Group Holding Limited (NYSE:BABA) just released its fourth quarter earnings. The release beat expectations on revenue as well as on EPS. The $3 billion year-over-year increase in revenue showed that BABA was able to crankout strong sales growth even amid China’s lockdowns and other macroeconomic headwinds.Alibaba had a lot of things working in its favor going into its Q2 release. The company had negative earnings in the prior year quarter, which meant that the comparisons were soft this time around. The company was caught off guard by some lockdowns in major Chinese cities, but it wasn’t until Q2 (Alibaba’s fiscal Q1) that they became truly widespread. Additionally, BABA enjoyed a significant increase in web traffic in Q4 across virtually all of its online channels. Despite these two factors working in BABA’s favor, analysts still cut estimates repeatedly throughout the quarter, leading to weak expectations.So, Alibaba had many advantages heading into this release. Which is why it was not surprising that earnings beat expectations. In Q4, Alibaba put most of its 2021 tech crackdown damage behind it. We’re beginning to see the effects of that today.With a solid fourth quarter under its belt, Alibaba has a good foundation to build from. While the upcoming quarterly release is likely to be weak due to China’s heavy Q2 lockdowns, BABA will once again have soft comparisons in the September quarter. This lends credence to the idea that 2022 will be the year when Alibaba recovers–although the process may take longer than we initially thought.Earnings RecapFor the fourth quarter, Alibaba delivered strong earnings, beating on both the top and bottom lines. Some highlights include:Revenue: $32.1 billion, up 9% (beat by $3 billion);Operating income: $2.6 billion;GAAP earnings: $-2.5 billion;Adjusted earnings: $3.1 billion;Diluted EPS: $1.25, down 23% (beat by $0.16);Operating cash flow: $-1.1 billion.Pretty strong results, all things considered. Even with lockdowns taking place in the fourth quarter, Alibaba managed to grow its revenue by billions of dollars.A few metrics in the release were particularly surprising, such as the 8% growth in core commerce. Going into the release, many investors expected the core eCommerce segment to weigh on results, as China was going through lockdowns in Q4. In past quarters, that segment underperformed relative to the cloud segment. This time around, that trend reversed. In Q4, Alibaba Cloud lost its biggest customer, which resulted in the segment growing by only 21%. Alibaba Cloud has long been considered a major potential growth driver for BABA, so its comparative under-performance in Q4 was a disappointment.The cloud segment is worth exploring in detail. In the earnings release, BABA said that “a top customer” cut out its use of Alibaba cloud due to slowing demand in China. It did not specify the identity of the customer. The customer also apparently ceased using Alibaba Cloud in its international business, though it declined to say why. According to Alibaba, cloud growth would have been 29% had this customer not stopped using the service.So, although Alibaba Cloud growth decelerated significantly in Q4, there is reason to think that it will pick up again. The 29% growth that Alibaba Cloud would have delivered had this customer still been in the picture would have been commensurate with past quarters, meaning that BABA would not have experienced deceleration. If Alibaba can get that customer back, then its growth could accelerate in the near future.Competitors’ ResultsTo truly understand Alibaba’s Q4 results, we need to check in on how the company’s competitors have been doing. It’s well known that China’s government wants to increase competition in the tech sector, and this has been cited as a headwind for Alibaba. Given this, it makes sense to look at some of BABA’s competitors’ recent releases. Armed with this information, we can gauge how much of an advantage or disadvantage BABA has going forward.First, let’s look at JD.com, Inc. (JD). JD’s earnings release was mixed. Revenue beat expectations, growing 18%, as did adjusted earnings. GAAP earnings, on the other hand, missed by a pretty wide margin, coming in at $-0.29, compared to $-0.02 expected. It wasn’t a great release, but the growth in revenue shows that one of BABA’s competitors is increasing its presence in the market. That could be thought of as a negative for BABA.Next up we have Pinduoduo Inc. (PDD). PDD’s most recent release showed its slowest revenue growth in years. Coming in at 3%, the company’s revenue decelerated dramatically. That was definitely a positive for Alibaba. Pinduoduo’s popular group purchase model in agricultural goods could have made it a real competitor to BABA had it branched out into more product categories. Now that PDD’s growth is slowing down, it looks like the possible competitive threat has eased off. (Pinduoduo has announced its quarterly results)ValuationAlibaba’s Q4 results are particularly encouraging when we consider them along with the company’s valuation. Alibaba’s recent earnings beat expectations, yet the company’s stock is still very cheap, boasting valuation multiples like:Adjusted P/E: 9.5;GAAP P/E: 21.9;Price/sales: 1.69;Price/book: 1.44;Price/operating cash flow: 8.The above metrics strongly hint at a company that may be undervalued. BABA is, quite frankly, priced like it’s going out of business. Its price/book multiple is approaching a level where the company would be trading below the value of assets, net of debt, if its stock went much lower. In fact, Alibaba could reach the point where it’s trading below book value this quarter if its stock portfolio increases in value.Alibaba is known to hold a lot of stocks and other marketable securities on its balance sheet. In recent quarters, this factor has been reducing the company’s GAAP earnings, as GAAP accounting rules state that you have to subtract mark-to-market losses on securities from net income, even if the losses weren’t realized. It’s a peculiar accounting rule that Warren Buffett has criticized due to it producing “earnings” that don’t reflect operating performance. It is true that mark-to-market accounting produces earnings that have nothing to do with business performance. However, this exact same factor could push BABA’s assets and earnings higher in the future, leading to an even lower price/book multiple and even greater perceived undervaluation.Risks and ChallengesAs we’ve seen, Alibaba is a strong player in China’s eCommerce industry that just put out a better-than-expected earnings release. Its stock is also very cheap. Taking all of this together, one gets the sense of a great value.However, there are several risks and challenges to keep in mind, including:June quarter earnings.It’s quite likely that Alibaba’s June quarter earnings will be weak. There were at least two full months of severe lockdowns in several Chinese cities in Q1. At the peak, more than 400 million Chinese citizens were locked down. There were some lockdowns in the just-reported quarter, but they weren’t as strict, and they didn’t affect as many people. There are already early signs that the Q2 lockdowns hit BABA pretty hard. BABA’s web traffic severely declined in April after rising in March. This suggests that, possibly, Chinese citizens were spending less money due to lockdown-induced supply constraints, or income loss.Lockdowns.Related to the June quarter earnings release is the prospect of Chinese lockdowns in general. China still officially maintains a “Zero COVID policy” which means that it is willing to use lockdowns to combat even small numbers of cases. This can lead to less retail spending when it occurs, which is a bad thing for online retail platforms like the ones BABA operates.A renewed tech regulation.China’s tech regulation was the biggest single factor behind Alibaba’s crash in 2021. The regulation resulted in BABA taking a $2.8 billion fine, a tax hike, and a host of other challenges. At the start of this year, it was looking like the regulation was still ongoing. The government was just about to launch a new inquiry into Ant Group when the COVID outbreak hit and the anti-trust inquiries were put on hold. Since then, China’s policy has been to support the markets rather than pressure them. However, there is always the possibility that the regulation will flare up again. If it does, it could cost BABA some money.The macro climate.China’s macroeconomic environment could be considered a short term risk factor for Alibaba. China’s retail spending growth was -11% in April. It could continue to be negative if China continues to pursue its aggressive stance on COVID. Additionally, China will face softer export growth should the U.S. enter the recession that many expect, and is still dealing with the economic fallout from the collapse of Evergrande. Taking all of these factors together, we get a picture of a decidedly challenging macroeconomic environment.If you’re considering taking a position in Alibaba, you’ll want to give the risk factors above a good hard mulling over. To my mind, BABA stock is a good value, because the stock is cheap and the company has a good competitive position. But a stock facing this many risk factors isn’t for everyone. It has been a volatile ride so far, and probably will be for the foreseeable future.As for me, I plan to continue holding BABA. For an investor with a long time horizon, there are few better deals in the market today. A lot of people in this market speak of Meta Platforms, Inc. (FB) as a value stock, yet its multiples areall higher than BABA’sdespite it having slower revenue growth. Alibaba is the kind of rock bottom bargain you rarely see anywhere other than China, which is why I remain long this stock despite all of the risk factors it faces.","news_type":1},"isVote":1,"tweetType":1,"viewCount":26,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9025697875,"gmtCreate":1653667773197,"gmtModify":1676535324404,"author":{"id":"3580273334777387","authorId":"3580273334777387","name":"EugeneH","avatar":"https://static.tigerbbs.com/615153c828f3d40a5db402358c9f90f8","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580273334777387","authorIdStr":"3580273334777387"},"themes":[],"htmlText":"Help to like","listText":"Help to like","text":"Help to like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9025697875","repostId":"2238250521","repostType":4,"repost":{"id":"2238250521","kind":"highlight","pubTimestamp":1653657561,"share":"https://ttm.financial/m/news/2238250521?lang=&edition=fundamental","pubTime":"2022-05-27 21:19","market":"us","language":"en","title":"3 Dow Stocks With 107% to 147% Upside, According to Wall Street","url":"https://stock-news.laohu8.com/highlight/detail?id=2238250521","media":"Motley Fool","summary":"Among the Dow Jones Industrial Average's 30 components are three that analysts believe could more than double over the next year.","content":"<html><head></head><body><p>Get those birthday candles lit and on the cake! Exactly 126 years ago today, the <b>Dow Jones Industrial Average</b> made its debut as a 12-stock index comprised predominantly of (surprise) industrial companies. Since then, it's transformed into a widely followed 30-component index packed with successful, multinational businesses.</p><p>Although Dow Jones stocks are often viewed as mature (i.e., relatively slow-growing) companies, select analysts on Wall Street see significant upside potential in a handful of names -- especially with the <b>Nasdaq Composite</b> and <b>S&P 500</b> both hitting bear market territory.</p><p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F681361%2Fascending-bar-chart-line-invest-financial-newspaper-stock-market-quote-rally-bull-getty.jpg&w=700&op=resize\" tg-width=\"700\" tg-height=\"535\" referrerpolicy=\"no-referrer\"/><span>Image source: Getty Images.</span></p><p>Based on a number of high-water price targets from Wall Street, the following three Dow stocks offer upside ranging from 107% to 147% over the next 12 months.</p><h2>Salesforce: Implied upside of 107%</h2><p>The first Dow Jones stock that has the potential to more than double investors' money, at least according to one analyst, is cloud-based customer relationship management (CRM) software solutions provider <b>Salesforce.com</b>.</p><p>According to analyst Brent Bracelin of <b>Piper Sandler</b>, Salesforce can reach $330 a share, which would mark a 107% increase from where the company's stock ended last week. Bracelin was impressed with the demand for Salesforce's CRM solutions exiting the fourth quarter, and believes it's one of the least expensive large-cap cloud stocks among those he and his company cover.</p><p>CRM software is used by consumer-facing businesses to enhance existing customer relationships and boost sales. It helps companies with online marketing campaigns, can be used to run predictive sales analyses to determine which clients might purchase a new product or service, and is helpful in overseeing product and service issues.</p><p>Salesforce is the undisputed kingpin of the CRM arena. Based on a recently released report from IDC, Salesforce accounted for 23.8% of global CRM spending last year. This marked the company's ninth consecutive year as the top dog in CRM. More importantly, the company's 23.8% share is more than 2 percentage points higher than the shares of Nos. 2 through 5, <i>combined</i>. It's unlikely to be dethroned anytime soon.</p><p>What's more, Salesforce is growing at a significantly faster rate than the CRM software industry as a whole. Aside from its leading market share, acquisitions are playing a critical role. CEO Marc Benioff has overseen a number of earnings accretive deals, including MuleSoft, Tableau Software, and <a href=\"https://laohu8.com/S/WORK\">Slack Technologies</a>. These acquisitions allow the company to cross-sell on new platforms in order to grow its ecosystem.</p><p>Although it's tough to see Salesforce outperforming in an environment with such negative investor sentiment, I do believe $330 is a very realistic price target at some point in the future.</p><p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F681361%2Fmickey-minnie-disneyland.jpg&w=700&op=resize\" tg-width=\"700\" tg-height=\"439\" referrerpolicy=\"no-referrer\"/><span>Image source: Walt Disney.</span></p><h2>Walt Disney: Implied upside of 124%</h2><p>Another Dow stock with jaw-dropping upside potential over the next 12 months, according to Wall Street, is the House of Mouse, <b>Walt Disney</b>.</p><p>The high-water price target of $229 on shares of Disney belongs to Ivan Feinseth of Tigress Financial. In Feinseth's view, new theme park attractions, higher in-park spending, park reservation optimization, and growth in Disney+ streaming are all reasons shares could rally 124% from where they ended this past week.</p><p>On one hand, hitting $229 is going to come with its fair share of headwinds. Walt Disney continues to be weighed down by international park closures due to COVID-19. Additionally, the company's streaming segment has lost nearly twice as much through the first six months of fiscal 2022 ($1.48 billion) relative to the same period last year. Everything from higher programming and production costs to marketing expenses have weighed on this direct-to-consumer segment.</p><p>On the other hand, Walt Disney has a slew of competitive advantages working in its favor that could make $229 an eventual reality (but probably not within the next 12 months). For instance, few companies have been able to successfully transcend generational gaps quite like Disney. It's why the company's theme parks are so attractive, and perfectly explains how the Disney+ streaming service was able to sign up 137.7 million people in just 2 1/2 years. It took <b>Netflix</b> more than 10 years to reach a comparable number of streaming subscribers.</p><p>Walt Disney is also pretty well insulated from the effects of inflation. Even though inflation is historically high, families aren't going to theme parks with the expectation of doing things cheap. Disney has been handily outpacing the prevailing inflation rate with its admission prices for decades -- and consumers have been willingly supporting those inflated prices.</p><p>But it's Disney's innovation that's the real secret sauce. From the company's extensive movie library to its newly introduced Genie+ service, which allows park-goers to expedite their access to certain attractions, Disney has a knack for driving revenue into its coffers.</p><p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F681361%2Fboeing-airplane-runway-takeoff-fly-passenger-airline-getty.jpg&w=700&op=resize\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/><span>Image source: Getty Images.</span></p><h2>Boeing: Implied upside of 147%</h2><p>However, the crème de la crème of upside opportunity in the Dow, at least among to this group of stocks, belongs to commercial and military aircraft developer and manufacturer <b>Boeing</b>.</p><p>The peak price target on Wall Street comes from Richard Safran of Seaport Global. Per Safran, Boeing has the ability to hit $298 a share once it gets beyond a number of headwinds, including the pandemic and issues with the 737 MAX and 787 Dreamliner. At $298, Boeing would offer its shareholders 147% upside, relative to where the stock closed this past Friday.</p><p>The biggest hurdle between Boeing and a nearly $300 share price is going to be its commercial aircraft division, which has been hit with one setback after another. The company's 737 MAX was grounded for roughly two years due to safety and electrical concerns, but is currently back in the air.</p><p>Making matters worse, 787 Dreamliner deliveries have been put on hold for the past year as the U.S. Federal Aviation Administration (FAA) investigates inspection methods and manufacturing processes used on the Dreamliner. Though Boeing had previously suggested the 787 would receive certification that would lead to deliveries in the latter half of 2022, the FAA recently identified omissions in Boeing's documentation that could further delay 787 deliveries. Between these delays, rapidly rising inflation, and COVID-19-related supply chain challenges, Boeing has reported uncharacteristically large losses.</p><p>But there's another side to the coin. Despite a flurry of unrelenting near-term headwinds, the company ended the first quarter with a mammoth backlog of $371 billion and the expectation that it'll be cash flow positive by the end of 2022. Once a crutch, the 737 MAX should be pivotal in helping Boeing boost its cash flow and profitability. According to a March Reuters report, Boeing aims to improve 737 MAX production from 27 per month to begin 2022 to 47 per month by the end of 2023. That should provide quite the lift to the company's operating cash flow.</p><p>Additionally, substantially higher jet fuel costs could be the impetus that encourages domestic and international airlines that have been holding off to modernize their fleets. With energy supply chains challenged (and that's putting it mildly!), elevated crude prices are probably going to stick around for a while.</p><p>Though I feel Boeing has reached an attractive price point for long-term investors to consider putting their money to work, I'd also caution that reaching $298 is likely to be a bumpy, multiyear process.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Dow Stocks With 107% to 147% Upside, According to Wall Street</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 Dow Stocks With 107% to 147% Upside, According to Wall Street\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-27 21:19 GMT+8 <a href=https://www.fool.com/investing/2022/05/26/3-dow-stocks-with-107-to-147-upside-wall-street/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Get those birthday candles lit and on the cake! Exactly 126 years ago today, the Dow Jones Industrial Average made its debut as a 12-stock index comprised predominantly of (surprise) industrial ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/05/26/3-dow-stocks-with-107-to-147-upside-wall-street/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BA":"波音","DIS":"迪士尼","CRM":"赛富时"},"source_url":"https://www.fool.com/investing/2022/05/26/3-dow-stocks-with-107-to-147-upside-wall-street/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2238250521","content_text":"Get those birthday candles lit and on the cake! Exactly 126 years ago today, the Dow Jones Industrial Average made its debut as a 12-stock index comprised predominantly of (surprise) industrial companies. Since then, it's transformed into a widely followed 30-component index packed with successful, multinational businesses.Although Dow Jones stocks are often viewed as mature (i.e., relatively slow-growing) companies, select analysts on Wall Street see significant upside potential in a handful of names -- especially with the Nasdaq Composite and S&P 500 both hitting bear market territory.Image source: Getty Images.Based on a number of high-water price targets from Wall Street, the following three Dow stocks offer upside ranging from 107% to 147% over the next 12 months.Salesforce: Implied upside of 107%The first Dow Jones stock that has the potential to more than double investors' money, at least according to one analyst, is cloud-based customer relationship management (CRM) software solutions provider Salesforce.com.According to analyst Brent Bracelin of Piper Sandler, Salesforce can reach $330 a share, which would mark a 107% increase from where the company's stock ended last week. Bracelin was impressed with the demand for Salesforce's CRM solutions exiting the fourth quarter, and believes it's one of the least expensive large-cap cloud stocks among those he and his company cover.CRM software is used by consumer-facing businesses to enhance existing customer relationships and boost sales. It helps companies with online marketing campaigns, can be used to run predictive sales analyses to determine which clients might purchase a new product or service, and is helpful in overseeing product and service issues.Salesforce is the undisputed kingpin of the CRM arena. Based on a recently released report from IDC, Salesforce accounted for 23.8% of global CRM spending last year. This marked the company's ninth consecutive year as the top dog in CRM. More importantly, the company's 23.8% share is more than 2 percentage points higher than the shares of Nos. 2 through 5, combined. It's unlikely to be dethroned anytime soon.What's more, Salesforce is growing at a significantly faster rate than the CRM software industry as a whole. Aside from its leading market share, acquisitions are playing a critical role. CEO Marc Benioff has overseen a number of earnings accretive deals, including MuleSoft, Tableau Software, and Slack Technologies. These acquisitions allow the company to cross-sell on new platforms in order to grow its ecosystem.Although it's tough to see Salesforce outperforming in an environment with such negative investor sentiment, I do believe $330 is a very realistic price target at some point in the future.Image source: Walt Disney.Walt Disney: Implied upside of 124%Another Dow stock with jaw-dropping upside potential over the next 12 months, according to Wall Street, is the House of Mouse, Walt Disney.The high-water price target of $229 on shares of Disney belongs to Ivan Feinseth of Tigress Financial. In Feinseth's view, new theme park attractions, higher in-park spending, park reservation optimization, and growth in Disney+ streaming are all reasons shares could rally 124% from where they ended this past week.On one hand, hitting $229 is going to come with its fair share of headwinds. Walt Disney continues to be weighed down by international park closures due to COVID-19. Additionally, the company's streaming segment has lost nearly twice as much through the first six months of fiscal 2022 ($1.48 billion) relative to the same period last year. Everything from higher programming and production costs to marketing expenses have weighed on this direct-to-consumer segment.On the other hand, Walt Disney has a slew of competitive advantages working in its favor that could make $229 an eventual reality (but probably not within the next 12 months). For instance, few companies have been able to successfully transcend generational gaps quite like Disney. It's why the company's theme parks are so attractive, and perfectly explains how the Disney+ streaming service was able to sign up 137.7 million people in just 2 1/2 years. It took Netflix more than 10 years to reach a comparable number of streaming subscribers.Walt Disney is also pretty well insulated from the effects of inflation. Even though inflation is historically high, families aren't going to theme parks with the expectation of doing things cheap. Disney has been handily outpacing the prevailing inflation rate with its admission prices for decades -- and consumers have been willingly supporting those inflated prices.But it's Disney's innovation that's the real secret sauce. From the company's extensive movie library to its newly introduced Genie+ service, which allows park-goers to expedite their access to certain attractions, Disney has a knack for driving revenue into its coffers.Image source: Getty Images.Boeing: Implied upside of 147%However, the crème de la crème of upside opportunity in the Dow, at least among to this group of stocks, belongs to commercial and military aircraft developer and manufacturer Boeing.The peak price target on Wall Street comes from Richard Safran of Seaport Global. Per Safran, Boeing has the ability to hit $298 a share once it gets beyond a number of headwinds, including the pandemic and issues with the 737 MAX and 787 Dreamliner. At $298, Boeing would offer its shareholders 147% upside, relative to where the stock closed this past Friday.The biggest hurdle between Boeing and a nearly $300 share price is going to be its commercial aircraft division, which has been hit with one setback after another. The company's 737 MAX was grounded for roughly two years due to safety and electrical concerns, but is currently back in the air.Making matters worse, 787 Dreamliner deliveries have been put on hold for the past year as the U.S. Federal Aviation Administration (FAA) investigates inspection methods and manufacturing processes used on the Dreamliner. Though Boeing had previously suggested the 787 would receive certification that would lead to deliveries in the latter half of 2022, the FAA recently identified omissions in Boeing's documentation that could further delay 787 deliveries. Between these delays, rapidly rising inflation, and COVID-19-related supply chain challenges, Boeing has reported uncharacteristically large losses.But there's another side to the coin. Despite a flurry of unrelenting near-term headwinds, the company ended the first quarter with a mammoth backlog of $371 billion and the expectation that it'll be cash flow positive by the end of 2022. Once a crutch, the 737 MAX should be pivotal in helping Boeing boost its cash flow and profitability. According to a March Reuters report, Boeing aims to improve 737 MAX production from 27 per month to begin 2022 to 47 per month by the end of 2023. That should provide quite the lift to the company's operating cash flow.Additionally, substantially higher jet fuel costs could be the impetus that encourages domestic and international airlines that have been holding off to modernize their fleets. With energy supply chains challenged (and that's putting it mildly!), elevated crude prices are probably going to stick around for a while.Though I feel Boeing has reached an attractive price point for long-term investors to consider putting their money to work, I'd also caution that reaching $298 is likely to be a bumpy, multiyear process.","news_type":1},"isVote":1,"tweetType":1,"viewCount":13,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9040413218,"gmtCreate":1655691286434,"gmtModify":1676535686469,"author":{"id":"3580273334777387","authorId":"3580273334777387","name":"EugeneH","avatar":"https://static.tigerbbs.com/615153c828f3d40a5db402358c9f90f8","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580273334777387","authorIdStr":"3580273334777387"},"themes":[],"htmlText":"H","listText":"H","text":"H","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9040413218","repostId":"2244458597","repostType":4,"repost":{"id":"2244458597","kind":"highlight","pubTimestamp":1655679730,"share":"https://ttm.financial/m/news/2244458597?lang=&edition=fundamental","pubTime":"2022-06-20 07:02","market":"us","language":"en","title":"Recession Fears Roil Markets Amid Fed's Inflation Fight: What to Know This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=2244458597","media":"Yahoo Finance","summary":"The Federal Reserve’s latest rate hike is expected to keep markets on edge in the holiday-shortened ","content":"<html><head></head><body><p>The Federal Reserve’s latest rate hike is expected to keep markets on edge in the holiday-shortened week ahead. Wall Street will be closed on Monday, with markets observing Juneteenth for the first time.</p><p>Last week, the S&P 500 logged its worst weekly performance since March 2020, losing 5.8% after falling into a bear market on Monday. This decline also marked the benchmark index's 10th loss in the last 11 weeks.</p><p>The U.S. central bank on Wednesday raised its benchmark interest rate by 75 basis points, the largest increase in nearly three decades. Fed Chair Jerome Powell also hinted at more aggressive tightening ahead as policymakers ratchet up their fight against inflation.</p><p>On Wall Street, the move spurred a wave of recession calls and sent markets into disarray.</p><p>The Dow Jones Industrial Average was down nearly 5% for the week, briefly slipping below the 30,000 level. The Nasdaq pared some losses to close higher Friday but still rounded the week out in the red, down roughly 1.7%. On Saturday, the price of bitcoin (BTC-USD) dropped below $18,000 for the first time since 2020 as risk assets continue to face pressure.</p><p>"The main take-away for investors is that inflation has the Fed’s attention and that they are taking it very seriously," Independent Advisor Alliance Chief Investment Officer Chris Zaccarelli said. "Despite the fact that higher interest rates – all things being equal – are bad for risk assets, it is more important to get inflation under control and the rapid (and flexible) change from 0.5% up to 0.75% on very short notice, showed a new willingness to fight inflation with actions rather than words."</p><p>While the Fed's unprecedented action Wednesday reiterated its commitment to normalizing price levels, investors and economists fear this also increased the risk its inflation-fighting measures may tip the economy into a recession.</p><p>“Our worst fears around the Fed have been confirmed: they fell way behind the curve and are now playing a dangerous game of catch up,” analysts at Bank of America said in a note Friday. The firm slashed its GDP growth forecast to almost zero and sees a 40% chance of a recession next year.</p><p>“In the spring of 2021 we argued that the biggest risk to the US economy was a boom-bust scenario,” the bank’s research team noted. “Over time the boom-bust scenario has become our baseline forecast.”</p><p>Meanwhile, at JPMorgan, analysts warned the S&P 500's decline implies an 85% chance of recession.</p><p>All eyes will remain Powell in the coming week, with the Fed chair set to testify before the U.S. Senate Banking Committee Wednesday morning.</p><p>The Fed chief has remained adamant that the U.S. economy can avoid an economic slowdown, even as market participants lose confidence at the prospect of a “soft landing” – a period when economic growth is slowed just enough to quell inflation but without spurring economic downturn.</p><p>“We’re not trying to induce a recession now, let’s be clear about that,” Powell told reporters Wednesday. In remarks at a conference in Washington on Friday, Powell also doubled down on the central bank’s goal to rein in soaring price levels.</p><p>“My colleagues and I are acutely focused on returning inflation to our 2% objective,” he said. “The Federal Reserve’s strong commitment to our price-stability mandate contributes to the widespread confidence in the dollar as a store of value.”</p><p>Powell’s optimism does not appear to be shared by Wall Street or business leaders.</p><p>A survey released by the Conference Board found that 60% of chief executive officers and other C-suite leaders across the globe believe their geographic region will enter a recession by the end of 2023. Some 15% of CEOs say they believe their region has already entered recession.</p><p>Models from Bloomberg Economics suggest the risk of a recession has soared to more than 70%.</p><p>Another key sentiment gauge is set for release in the week ahead. The University of Michigan is scheduled to publish the final read on its sentiment index for June; the survey's initial reading for June fell to the lowest on record as inflation weighs on consumers.</p><p>Corporate earnings will be light during the week, with Lennar Corporation (LEN), Rite Aid Corporation (RAD), and FedEx Corporation (FDX) set to report quarterly results.</p><p>—</p><h2><b>Economic calendar</b></h2><h2></h2><p><b>Monday: </b><i>No notable reports scheduled for release.</i></p><p><b>Tuesday:</b> <b><i>Chicago Fed National Activity Index</i></b>, May (0.47 during prior month), <b><i>Existing Home Sales</i></b>, May (5.40 million expected, 5.61 during prior month), <b><i>Existing Home Sales</i></b>, month-over-month, May (-3.7% expected, -2.4% during prior month)</p><p><b>Wednesday:</b> <b><i>MBA Mortgage Applications</i></b>, week ended June 17 (-6.6% during prior week)</p><p><b>Thursday: </b><b><i>Current Account Balance</i></b>, Q1 (-$279.0 billion expected, -$217.9 billion during prior quarter), <b><i>Initial Jobless Claims</i></b>, week ended June 18 (232,000 expected, 229,000 during prior week); <b><i>Continuing Claims</i></b>, week ended June 11 (1.328 million expected, 1.312 million during prior week); <b><i>S&P Global U.S. Manufacturing PMI</i></b>, June preliminary (56.3 expected, 57 during prior month); <b><i>S&P Global U.S. Services PMI</i></b>, June preliminary (53.5 expected, 53.4 during prior month); <b><i>S&P Global U.S. Composite PMI</i></b>, June preliminary (53.6 during prior month); <b><i>Kansas City Fed Manufacturing Activity</i></b>, June (23 during prior month)</p><p><b>Friday: </b><b><i>University of Michigan Sentiment,</i></b> June final (50.2 expected, 50.2 during prior month), <b><i>University of Michigan Current Conditions</i></b>, June final (55.4 during prior month), <b><i>University of Michigan Expectations</i></b>, June final (46.8 during prior month), <b><i>University of Michigan 1-Year Inflation</i></b>, June final (5.4% during prior month), <b><i>University of Michigan 5-10-Year Inflation</i></b>, June final (3.3% during prior month), <b><i>New Home Sales</i></b>, May (595,000 expected, 591,000 during prior month), <b><i>New Home Sales</i></b>, month-over-month, May (0.7% expected, -16.6% during prior month)</p><p>—</p><h2><b>Earnings calendar</b></h2><h2></h2><p><b>Monday</b></p><p><i>No notable reports scheduled for release.</i></p><p><b>Tuesday</b></p><p>Before market open: <b>Lennar Corporation</b> (LEN)</p><p>After market close: <b>La-Z-Boy Incorporated</b> (LZB)</p><p><b>Wednesday</b></p><p>Before market open: <b>Korn Ferry</b> (KFY), <b>Winnebago Industries</b> (WGO)</p><p>After market close: <b><a href=\"https://laohu8.com/S/KBH\">KB Home</a></b> (KBH)</p><p><b>Thursday</b></p><p>Before market open: <b>FactSet Research</b> (FDS), <b>Rite Aid</b> (RAD), <b><a href=\"https://laohu8.com/S/APOG\">Apogee Enterprises</a></b> (APOG)</p><p>After market close: <b>FedEx</b> (FDX), <b>BlackBerry</b> (BB)</p><p><b>Friday</b></p><p>Before market open: <b>CarMax</b> (KMX)</p><p>After market close: <i>No notable reports scheduled for release.</i></p><p>—</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>Recession Fears Roil Markets Amid Fed's Inflation Fight: What to Know This Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nRecession Fears Roil Markets Amid Fed's Inflation Fight: What to Know This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-20 07:02 GMT+8 <a href=https://finance.yahoo.com/news/fed-hikes-up-inflation-fight-recession-fears-roil-markets-what-to-know-this-week-161625390.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Federal Reserve’s latest rate hike is expected to keep markets on edge in the holiday-shortened week ahead. Wall Street will be closed on Monday, with markets observing Juneteenth for the first ...</p>\n\n<a href=\"https://finance.yahoo.com/news/fed-hikes-up-inflation-fight-recession-fears-roil-markets-what-to-know-this-week-161625390.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://finance.yahoo.com/news/fed-hikes-up-inflation-fight-recession-fears-roil-markets-what-to-know-this-week-161625390.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2244458597","content_text":"The Federal Reserve’s latest rate hike is expected to keep markets on edge in the holiday-shortened week ahead. Wall Street will be closed on Monday, with markets observing Juneteenth for the first time.Last week, the S&P 500 logged its worst weekly performance since March 2020, losing 5.8% after falling into a bear market on Monday. This decline also marked the benchmark index's 10th loss in the last 11 weeks.The U.S. central bank on Wednesday raised its benchmark interest rate by 75 basis points, the largest increase in nearly three decades. Fed Chair Jerome Powell also hinted at more aggressive tightening ahead as policymakers ratchet up their fight against inflation.On Wall Street, the move spurred a wave of recession calls and sent markets into disarray.The Dow Jones Industrial Average was down nearly 5% for the week, briefly slipping below the 30,000 level. The Nasdaq pared some losses to close higher Friday but still rounded the week out in the red, down roughly 1.7%. On Saturday, the price of bitcoin (BTC-USD) dropped below $18,000 for the first time since 2020 as risk assets continue to face pressure.\"The main take-away for investors is that inflation has the Fed’s attention and that they are taking it very seriously,\" Independent Advisor Alliance Chief Investment Officer Chris Zaccarelli said. \"Despite the fact that higher interest rates – all things being equal – are bad for risk assets, it is more important to get inflation under control and the rapid (and flexible) change from 0.5% up to 0.75% on very short notice, showed a new willingness to fight inflation with actions rather than words.\"While the Fed's unprecedented action Wednesday reiterated its commitment to normalizing price levels, investors and economists fear this also increased the risk its inflation-fighting measures may tip the economy into a recession.“Our worst fears around the Fed have been confirmed: they fell way behind the curve and are now playing a dangerous game of catch up,” analysts at Bank of America said in a note Friday. The firm slashed its GDP growth forecast to almost zero and sees a 40% chance of a recession next year.“In the spring of 2021 we argued that the biggest risk to the US economy was a boom-bust scenario,” the bank’s research team noted. “Over time the boom-bust scenario has become our baseline forecast.”Meanwhile, at JPMorgan, analysts warned the S&P 500's decline implies an 85% chance of recession.All eyes will remain Powell in the coming week, with the Fed chair set to testify before the U.S. Senate Banking Committee Wednesday morning.The Fed chief has remained adamant that the U.S. economy can avoid an economic slowdown, even as market participants lose confidence at the prospect of a “soft landing” – a period when economic growth is slowed just enough to quell inflation but without spurring economic downturn.“We’re not trying to induce a recession now, let’s be clear about that,” Powell told reporters Wednesday. In remarks at a conference in Washington on Friday, Powell also doubled down on the central bank’s goal to rein in soaring price levels.“My colleagues and I are acutely focused on returning inflation to our 2% objective,” he said. “The Federal Reserve’s strong commitment to our price-stability mandate contributes to the widespread confidence in the dollar as a store of value.”Powell’s optimism does not appear to be shared by Wall Street or business leaders.A survey released by the Conference Board found that 60% of chief executive officers and other C-suite leaders across the globe believe their geographic region will enter a recession by the end of 2023. Some 15% of CEOs say they believe their region has already entered recession.Models from Bloomberg Economics suggest the risk of a recession has soared to more than 70%.Another key sentiment gauge is set for release in the week ahead. The University of Michigan is scheduled to publish the final read on its sentiment index for June; the survey's initial reading for June fell to the lowest on record as inflation weighs on consumers.Corporate earnings will be light during the week, with Lennar Corporation (LEN), Rite Aid Corporation (RAD), and FedEx Corporation (FDX) set to report quarterly results.—Economic calendarMonday: No notable reports scheduled for release.Tuesday: Chicago Fed National Activity Index, May (0.47 during prior month), Existing Home Sales, May (5.40 million expected, 5.61 during prior month), Existing Home Sales, month-over-month, May (-3.7% expected, -2.4% during prior month)Wednesday: MBA Mortgage Applications, week ended June 17 (-6.6% during prior week)Thursday: Current Account Balance, Q1 (-$279.0 billion expected, -$217.9 billion during prior quarter), Initial Jobless Claims, week ended June 18 (232,000 expected, 229,000 during prior week); Continuing Claims, week ended June 11 (1.328 million expected, 1.312 million during prior week); S&P Global U.S. Manufacturing PMI, June preliminary (56.3 expected, 57 during prior month); S&P Global U.S. Services PMI, June preliminary (53.5 expected, 53.4 during prior month); S&P Global U.S. Composite PMI, June preliminary (53.6 during prior month); Kansas City Fed Manufacturing Activity, June (23 during prior month)Friday: University of Michigan Sentiment, June final (50.2 expected, 50.2 during prior month), University of Michigan Current Conditions, June final (55.4 during prior month), University of Michigan Expectations, June final (46.8 during prior month), University of Michigan 1-Year Inflation, June final (5.4% during prior month), University of Michigan 5-10-Year Inflation, June final (3.3% during prior month), New Home Sales, May (595,000 expected, 591,000 during prior month), New Home Sales, month-over-month, May (0.7% expected, -16.6% during prior month)—Earnings calendarMondayNo notable reports scheduled for release.TuesdayBefore market open: Lennar Corporation (LEN)After market close: La-Z-Boy Incorporated (LZB)WednesdayBefore market open: Korn Ferry (KFY), Winnebago Industries (WGO)After market close: KB Home (KBH)ThursdayBefore market open: FactSet Research (FDS), Rite Aid (RAD), Apogee Enterprises (APOG)After market close: FedEx (FDX), BlackBerry (BB)FridayBefore market open: CarMax (KMX)After market close: No notable reports scheduled for release.—","news_type":1},"isVote":1,"tweetType":1,"viewCount":36,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9025697313,"gmtCreate":1653667761732,"gmtModify":1676535324381,"author":{"id":"3580273334777387","authorId":"3580273334777387","name":"EugeneH","avatar":"https://static.tigerbbs.com/615153c828f3d40a5db402358c9f90f8","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580273334777387","authorIdStr":"3580273334777387"},"themes":[],"htmlText":"Help to like","listText":"Help to like","text":"Help to like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9025697313","repostId":"2238387186","repostType":4,"repost":{"id":"2238387186","kind":"news","pubTimestamp":1653660205,"share":"https://ttm.financial/m/news/2238387186?lang=&edition=fundamental","pubTime":"2022-05-27 22:03","market":"us","language":"en","title":"Alibaba Earnings: Back Up The Truck","url":"https://stock-news.laohu8.com/highlight/detail?id=2238387186","media":"seekingalpha","summary":"SummaryAlibaba just released its Q4 earnings, which beat on both revenue and adjusted EPS.Expectatio","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Alibaba just released its Q4 earnings, which beat on both revenue and adjusted EPS.</li><li>Expectations were low heading into the release.</li><li>At this point, BABA has gotten beaten down to the point of absurdity.</li><li>In this article I dissect Alibaba's Q4 earnings release and explain why I'm still long despite all the challenges.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fb3d9594de3e32459d994aa3977dc753\" tg-width=\"1080\" tg-height=\"718\" referrerpolicy=\"no-referrer\"/><span>Michael Loccisano/Getty Images Entertainment</span></p><p><b>Alibaba Group Holding Limited</b> (NYSE:BABA) just released its fourth quarter earnings. The release beat expectations on revenue as well as on EPS. The $3 billion year-over-year increase in revenue showed that BABA was able to crankout strong sales growth even amid China’s lockdowns and other macroeconomic headwinds.</p><p>Alibaba had a lot of things working in its favor going into its Q2 release. The company had negative earnings in the prior year quarter, which meant that the comparisons were soft this time around. The company was caught off guard by some lockdowns in major Chinese cities, but it wasn’t until Q2 (Alibaba’s fiscal Q1) that they became truly widespread. Additionally, BABA enjoyed a significant increase in web traffic in Q4 across virtually all of its online channels. Despite these two factors working in BABA’s favor, analysts still cut estimates repeatedly throughout the quarter, leading to weak expectations.</p><p>So, Alibaba had many advantages heading into this release. Which is why it was not surprising that earnings beat expectations. In Q4, Alibaba put most of its 2021 tech crackdown damage behind it. We’re beginning to see the effects of that today.</p><p>With a solid fourth quarter under its belt, Alibaba has a good foundation to build from. While the upcoming quarterly release is likely to be weak due to China’s heavy Q2 lockdowns, BABA will once again have soft comparisons in the September quarter. This lends credence to the idea that 2022 will be the year when Alibaba recovers–although the process may take longer than we initially thought.</p><p><b>Earnings Recap</b></p><p>For the fourth quarter, Alibaba delivered strong earnings, beating on both the top and bottom lines. Some highlights include:</p><ul><li><p>Revenue: $32.1 billion, up 9% (beat by $3 billion);</p></li><li><p>Operating income: $2.6 billion;</p></li><li><p>GAAP earnings: $-2.5 billion;</p></li><li><p>Adjusted earnings: $3.1 billion;</p></li><li><p>Diluted EPS: $1.25, down 23% (beat by $0.16);</p></li><li><p>Operating cash flow: $-1.1 billion.</p></li></ul><p>Pretty strong results, all things considered. Even with lockdowns taking place in the fourth quarter, Alibaba managed to grow its revenue by billions of dollars.</p><p>A few metrics in the release were particularly surprising, such as the 8% growth in core commerce. Going into the release, many investors expected the core eCommerce segment to weigh on results, as China was going through lockdowns in Q4. In past quarters, that segment underperformed relative to the cloud segment. This time around, that trend reversed. In Q4, Alibaba Cloud lost its biggest customer, which resulted in the segment growing by only 21%. Alibaba Cloud has long been considered a major potential growth driver for BABA, so its comparative under-performance in Q4 was a disappointment.</p><p>The cloud segment is worth exploring in detail. In the earnings release, BABA said that “a top customer” cut out its use of Alibaba cloud due to slowing demand in China. It did not specify the identity of the customer. The customer also apparently ceased using Alibaba Cloud in its international business, though it declined to say why. According to Alibaba, cloud growth would have been 29% had this customer not stopped using the service.</p><p>So, although Alibaba Cloud growth decelerated significantly in Q4, there is reason to think that it will pick up again. The 29% growth that Alibaba Cloud would have delivered had this customer still been in the picture would have been commensurate with past quarters, meaning that BABA would not have experienced deceleration. If Alibaba can get that customer back, then its growth could accelerate in the near future.</p><p><b>Competitors’ Results</b></p><p>To truly understand Alibaba’s Q4 results, we need to check in on how the company’s competitors have been doing. It’s well known that China’s government wants to increase competition in the tech sector, and this has been cited as a headwind for Alibaba. Given this, it makes sense to look at some of BABA’s competitors’ recent releases. Armed with this information, we can gauge how much of an advantage or disadvantage BABA has going forward.</p><p>First, let’s look at <b>JD.com, Inc.</b> (JD). JD’s earnings release was mixed. Revenue beat expectations, growing 18%, as did adjusted earnings. GAAP earnings, on the other hand, missed by a pretty wide margin, coming in at $-0.29, compared to $-0.02 expected. It wasn’t a great release, but the growth in revenue shows that one of BABA’s competitors is increasing its presence in the market. That could be thought of as a negative for BABA.</p><p>Next up we have <b>Pinduoduo Inc.</b> (PDD). PDD’s most recent release showed its slowest revenue growth in years. Coming in at 3%, the company’s revenue decelerated dramatically. That was definitely a positive for Alibaba. Pinduoduo’s popular group purchase model in agricultural goods could have made it a real competitor to BABA had it branched out into more product categories. Now that PDD’s growth is slowing down, it looks like the possible competitive threat has eased off. (<a href=\"https://ttm.financial/NW/1123192288\" target=\"_blank\">Pinduoduo has announced its quarterly results</a>)</p><p><b>Valuation</b></p><p>Alibaba’s Q4 results are particularly encouraging when we consider them along with the company’s valuation. Alibaba’s recent earnings beat expectations, yet the company’s stock is still very cheap, boasting valuation multiples like:</p><ul><li><p>Adjusted P/E: 9.5;</p></li><li><p>GAAP P/E: 21.9;</p></li><li><p>Price/sales: 1.69;</p></li><li><p>Price/book: 1.44;</p></li><li><p>Price/operating cash flow: 8.</p></li></ul><p>The above metrics strongly hint at a company that may be undervalued. BABA is, quite frankly, priced like it’s going out of business. Its price/book multiple is approaching a level where the company would be trading below the value of assets, net of debt, if its stock went much lower. In fact, Alibaba could reach the point where it’s trading below book value this quarter if its stock portfolio increases in value.</p><p>Alibaba is known to hold a lot of stocks and other marketable securities on its balance sheet. In recent quarters, this factor has been reducing the company’s GAAP earnings, as GAAP accounting rules state that you have to subtract mark-to-market losses on securities from net income, even if the losses weren’t realized. It’s a peculiar accounting rule that Warren Buffett has criticized due to it producing “earnings” that don’t reflect operating performance. It is true that mark-to-market accounting produces earnings that have nothing to do with business performance. However, this exact same factor could push BABA’s assets and earnings higher in the future, leading to an even lower price/book multiple and even greater perceived undervaluation.</p><p><b>Risks and Challenges</b></p><p>As we’ve seen, Alibaba is a strong player in China’s eCommerce industry that just put out a better-than-expected earnings release. Its stock is also very cheap. Taking all of this together, one gets the sense of a great value.</p><p>However, there are several risks and challenges to keep in mind, including:</p><ul><li><p><b>June quarter earnings.</b>It’s quite likely that Alibaba’s June quarter earnings will be weak. There were at least two full months of severe lockdowns in several Chinese cities in Q1. At the peak, more than 400 million Chinese citizens were locked down. There were some lockdowns in the just-reported quarter, but they weren’t as strict, and they didn’t affect as many people. There are already early signs that the Q2 lockdowns hit BABA pretty hard. BABA’s web traffic severely declined in April after rising in March. This suggests that, possibly, Chinese citizens were spending less money due to lockdown-induced supply constraints, or income loss.</p></li><li><p><b>Lockdowns.</b>Related to the June quarter earnings release is the prospect of Chinese lockdowns in general. China still officially maintains a “Zero COVID policy” which means that it is willing to use lockdowns to combat even small numbers of cases. This can lead to less retail spending when it occurs, which is a bad thing for online retail platforms like the ones BABA operates.</p></li><li><p><b>A renewed tech regulation.</b>China’s tech regulation was the biggest single factor behind Alibaba’s crash in 2021. The regulation resulted in BABA taking a $2.8 billion fine, a tax hike, and a host of other challenges. At the start of this year, it was looking like the regulation was still ongoing. The government was just about to launch a new inquiry into Ant Group when the COVID outbreak hit and the anti-trust inquiries were put on hold. Since then, China’s policy has been to support the markets rather than pressure them. However, there is always the possibility that the regulation will flare up again. If it does, it could cost BABA some money.</p></li><li><p><b>The macro climate.</b>China’s macroeconomic environment could be considered a short term risk factor for Alibaba. China’s retail spending growth was -11% in April. It could continue to be negative if China continues to pursue its aggressive stance on COVID. Additionally, China will face softer export growth should the U.S. enter the recession that many expect, and is still dealing with the economic fallout from the collapse of Evergrande. Taking all of these factors together, we get a picture of a decidedly challenging macroeconomic environment.</p></li></ul><p>If you’re considering taking a position in Alibaba, you’ll want to give the risk factors above a good hard mulling over. To my mind, BABA stock is a good value, because the stock is cheap and the company has a good competitive position. But a stock facing this many risk factors isn’t for everyone. It has been a volatile ride so far, and probably will be for the foreseeable future.</p><p>As for me, I plan to continue holding BABA. For an investor with a long time horizon, there are few better deals in the market today. A lot of people in this market speak of <b>Meta Platforms, Inc.</b> (FB) as a value stock, yet its multiples areall higher than BABA’sdespite it having slower revenue growth. Alibaba is the kind of rock bottom bargain you rarely see anywhere other than China, which is why I remain long this stock despite all of the risk factors it faces.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba Earnings: Back Up The Truck</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba Earnings: Back Up The Truck\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-27 22:03 GMT+8 <a href=https://seekingalpha.com/article/4514639-alibaba-earnings-back-up-the-truck><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAlibaba just released its Q4 earnings, which beat on both revenue and adjusted EPS.Expectations were low heading into the release.At this point, BABA has gotten beaten down to the point of ...</p>\n\n<a href=\"https://seekingalpha.com/article/4514639-alibaba-earnings-back-up-the-truck\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"https://seekingalpha.com/article/4514639-alibaba-earnings-back-up-the-truck","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2238387186","content_text":"SummaryAlibaba just released its Q4 earnings, which beat on both revenue and adjusted EPS.Expectations were low heading into the release.At this point, BABA has gotten beaten down to the point of absurdity.In this article I dissect Alibaba's Q4 earnings release and explain why I'm still long despite all the challenges.Michael Loccisano/Getty Images EntertainmentAlibaba Group Holding Limited (NYSE:BABA) just released its fourth quarter earnings. The release beat expectations on revenue as well as on EPS. The $3 billion year-over-year increase in revenue showed that BABA was able to crankout strong sales growth even amid China’s lockdowns and other macroeconomic headwinds.Alibaba had a lot of things working in its favor going into its Q2 release. The company had negative earnings in the prior year quarter, which meant that the comparisons were soft this time around. The company was caught off guard by some lockdowns in major Chinese cities, but it wasn’t until Q2 (Alibaba’s fiscal Q1) that they became truly widespread. Additionally, BABA enjoyed a significant increase in web traffic in Q4 across virtually all of its online channels. Despite these two factors working in BABA’s favor, analysts still cut estimates repeatedly throughout the quarter, leading to weak expectations.So, Alibaba had many advantages heading into this release. Which is why it was not surprising that earnings beat expectations. In Q4, Alibaba put most of its 2021 tech crackdown damage behind it. We’re beginning to see the effects of that today.With a solid fourth quarter under its belt, Alibaba has a good foundation to build from. While the upcoming quarterly release is likely to be weak due to China’s heavy Q2 lockdowns, BABA will once again have soft comparisons in the September quarter. This lends credence to the idea that 2022 will be the year when Alibaba recovers–although the process may take longer than we initially thought.Earnings RecapFor the fourth quarter, Alibaba delivered strong earnings, beating on both the top and bottom lines. Some highlights include:Revenue: $32.1 billion, up 9% (beat by $3 billion);Operating income: $2.6 billion;GAAP earnings: $-2.5 billion;Adjusted earnings: $3.1 billion;Diluted EPS: $1.25, down 23% (beat by $0.16);Operating cash flow: $-1.1 billion.Pretty strong results, all things considered. Even with lockdowns taking place in the fourth quarter, Alibaba managed to grow its revenue by billions of dollars.A few metrics in the release were particularly surprising, such as the 8% growth in core commerce. Going into the release, many investors expected the core eCommerce segment to weigh on results, as China was going through lockdowns in Q4. In past quarters, that segment underperformed relative to the cloud segment. This time around, that trend reversed. In Q4, Alibaba Cloud lost its biggest customer, which resulted in the segment growing by only 21%. Alibaba Cloud has long been considered a major potential growth driver for BABA, so its comparative under-performance in Q4 was a disappointment.The cloud segment is worth exploring in detail. In the earnings release, BABA said that “a top customer” cut out its use of Alibaba cloud due to slowing demand in China. It did not specify the identity of the customer. The customer also apparently ceased using Alibaba Cloud in its international business, though it declined to say why. According to Alibaba, cloud growth would have been 29% had this customer not stopped using the service.So, although Alibaba Cloud growth decelerated significantly in Q4, there is reason to think that it will pick up again. The 29% growth that Alibaba Cloud would have delivered had this customer still been in the picture would have been commensurate with past quarters, meaning that BABA would not have experienced deceleration. If Alibaba can get that customer back, then its growth could accelerate in the near future.Competitors’ ResultsTo truly understand Alibaba’s Q4 results, we need to check in on how the company’s competitors have been doing. It’s well known that China’s government wants to increase competition in the tech sector, and this has been cited as a headwind for Alibaba. Given this, it makes sense to look at some of BABA’s competitors’ recent releases. Armed with this information, we can gauge how much of an advantage or disadvantage BABA has going forward.First, let’s look at JD.com, Inc. (JD). JD’s earnings release was mixed. Revenue beat expectations, growing 18%, as did adjusted earnings. GAAP earnings, on the other hand, missed by a pretty wide margin, coming in at $-0.29, compared to $-0.02 expected. It wasn’t a great release, but the growth in revenue shows that one of BABA’s competitors is increasing its presence in the market. That could be thought of as a negative for BABA.Next up we have Pinduoduo Inc. (PDD). PDD’s most recent release showed its slowest revenue growth in years. Coming in at 3%, the company’s revenue decelerated dramatically. That was definitely a positive for Alibaba. Pinduoduo’s popular group purchase model in agricultural goods could have made it a real competitor to BABA had it branched out into more product categories. Now that PDD’s growth is slowing down, it looks like the possible competitive threat has eased off. (Pinduoduo has announced its quarterly results)ValuationAlibaba’s Q4 results are particularly encouraging when we consider them along with the company’s valuation. Alibaba’s recent earnings beat expectations, yet the company’s stock is still very cheap, boasting valuation multiples like:Adjusted P/E: 9.5;GAAP P/E: 21.9;Price/sales: 1.69;Price/book: 1.44;Price/operating cash flow: 8.The above metrics strongly hint at a company that may be undervalued. BABA is, quite frankly, priced like it’s going out of business. Its price/book multiple is approaching a level where the company would be trading below the value of assets, net of debt, if its stock went much lower. In fact, Alibaba could reach the point where it’s trading below book value this quarter if its stock portfolio increases in value.Alibaba is known to hold a lot of stocks and other marketable securities on its balance sheet. In recent quarters, this factor has been reducing the company’s GAAP earnings, as GAAP accounting rules state that you have to subtract mark-to-market losses on securities from net income, even if the losses weren’t realized. It’s a peculiar accounting rule that Warren Buffett has criticized due to it producing “earnings” that don’t reflect operating performance. It is true that mark-to-market accounting produces earnings that have nothing to do with business performance. However, this exact same factor could push BABA’s assets and earnings higher in the future, leading to an even lower price/book multiple and even greater perceived undervaluation.Risks and ChallengesAs we’ve seen, Alibaba is a strong player in China’s eCommerce industry that just put out a better-than-expected earnings release. Its stock is also very cheap. Taking all of this together, one gets the sense of a great value.However, there are several risks and challenges to keep in mind, including:June quarter earnings.It’s quite likely that Alibaba’s June quarter earnings will be weak. There were at least two full months of severe lockdowns in several Chinese cities in Q1. At the peak, more than 400 million Chinese citizens were locked down. There were some lockdowns in the just-reported quarter, but they weren’t as strict, and they didn’t affect as many people. There are already early signs that the Q2 lockdowns hit BABA pretty hard. BABA’s web traffic severely declined in April after rising in March. This suggests that, possibly, Chinese citizens were spending less money due to lockdown-induced supply constraints, or income loss.Lockdowns.Related to the June quarter earnings release is the prospect of Chinese lockdowns in general. China still officially maintains a “Zero COVID policy” which means that it is willing to use lockdowns to combat even small numbers of cases. This can lead to less retail spending when it occurs, which is a bad thing for online retail platforms like the ones BABA operates.A renewed tech regulation.China’s tech regulation was the biggest single factor behind Alibaba’s crash in 2021. The regulation resulted in BABA taking a $2.8 billion fine, a tax hike, and a host of other challenges. At the start of this year, it was looking like the regulation was still ongoing. The government was just about to launch a new inquiry into Ant Group when the COVID outbreak hit and the anti-trust inquiries were put on hold. Since then, China’s policy has been to support the markets rather than pressure them. However, there is always the possibility that the regulation will flare up again. If it does, it could cost BABA some money.The macro climate.China’s macroeconomic environment could be considered a short term risk factor for Alibaba. China’s retail spending growth was -11% in April. It could continue to be negative if China continues to pursue its aggressive stance on COVID. Additionally, China will face softer export growth should the U.S. enter the recession that many expect, and is still dealing with the economic fallout from the collapse of Evergrande. Taking all of these factors together, we get a picture of a decidedly challenging macroeconomic environment.If you’re considering taking a position in Alibaba, you’ll want to give the risk factors above a good hard mulling over. To my mind, BABA stock is a good value, because the stock is cheap and the company has a good competitive position. But a stock facing this many risk factors isn’t for everyone. It has been a volatile ride so far, and probably will be for the foreseeable future.As for me, I plan to continue holding BABA. For an investor with a long time horizon, there are few better deals in the market today. A lot of people in this market speak of Meta Platforms, Inc. (FB) as a value stock, yet its multiples areall higher than BABA’sdespite it having slower revenue growth. Alibaba is the kind of rock bottom bargain you rarely see anywhere other than China, which is why I remain long this stock despite all of the risk factors it faces.","news_type":1},"isVote":1,"tweetType":1,"viewCount":120,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9061865130,"gmtCreate":1651616055112,"gmtModify":1676534933970,"author":{"id":"3580273334777387","authorId":"3580273334777387","name":"EugeneH","avatar":"https://static.tigerbbs.com/615153c828f3d40a5db402358c9f90f8","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580273334777387","authorIdStr":"3580273334777387"},"themes":[],"htmlText":"Help to like","listText":"Help to like","text":"Help to like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9061865130","repostId":"2232305878","repostType":4,"repost":{"id":"2232305878","kind":"news","pubTimestamp":1651584358,"share":"https://ttm.financial/m/news/2232305878?lang=&edition=fundamental","pubTime":"2022-05-03 21:25","market":"us","language":"en","title":"Sesen Bio Gains 16% on Plans to Explore Strategic Options Including a Sale","url":"https://stock-news.laohu8.com/highlight/detail?id=2232305878","media":"seekingalpha","summary":"JuSun/iStock via Getty ImagesThe shares of Sesen Bio (NASDAQ:SESN) have added 16% in the pre-market ","content":"<html><head></head><body><p></p><p><img src=\"https://static.tigerbbs.com/f4133d165fd1a3872dd4415261977beb\" tg-width=\"750\" tg-height=\"456\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>JuSun/iStock via Getty Images</p><p></p><p>The shares of Sesen Bio (NASDAQ:SESN) have added 16% in the pre-market Tuesday after the clinical-stage biotech disclosed it started a review of strategic alternatives that will include a sale of the company.</p><p><img src=\"https://static.tigerbbs.com/b5783201e2cd8e136a3caa6ee0710d7c\" tg-width=\"868\" tg-height=\"646\" width=\"100%\" height=\"auto\"/></p><p>“Our strong cash position provides us the opportunity to carefully consider a wide range of potential strategic alternatives designed to maximize shareholder value,” Chief Executive Thomas Cannell said.</p><p>In addition to an outright sale, the review will include a merger, acquisition, divestiture, or a strategic partnership, the company said, adding that the decision was taken to maximize the shareholder value.</p><p>Until a deal is finalized, Sesen Bio (SESN) plans to continue its ongoing development efforts, including the studies for its lead asset Vicineum in the treatment of non-muscle-invasive bladder cancer. “We plan to request a meeting with the FDA in the coming weeks to align on the remaining outstanding items related to an additional Phase 3 clinical trial,” Cannell added.</p><p>As of March 31, the company reported $169.8 million of cash and cash equivalents with no outstanding debt. The preliminary results are slightly higher than the $162.6 million of cash and cash equivalents reported by Sesen Bio (SESN) at the 2021 year-end.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Sesen Bio Gains 16% on Plans to Explore Strategic Options Including a Sale</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\">\nSesen Bio Gains 16% on Plans to Explore Strategic Options Including a Sale\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-03 21:25 GMT+8 <a href=https://seekingalpha.com/news/3830974-sesn-stock-gains-as-company-plans-a-sale><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>JuSun/iStock via Getty ImagesThe shares of Sesen Bio (NASDAQ:SESN) have added 16% in the pre-market Tuesday after the clinical-stage biotech disclosed it started a review of strategic alternatives ...</p>\n\n<a href=\"https://seekingalpha.com/news/3830974-sesn-stock-gains-as-company-plans-a-sale\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4139":"生物科技"},"source_url":"https://seekingalpha.com/news/3830974-sesn-stock-gains-as-company-plans-a-sale","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2232305878","content_text":"JuSun/iStock via Getty ImagesThe shares of Sesen Bio (NASDAQ:SESN) have added 16% in the pre-market Tuesday after the clinical-stage biotech disclosed it started a review of strategic alternatives that will include a sale of the company.“Our strong cash position provides us the opportunity to carefully consider a wide range of potential strategic alternatives designed to maximize shareholder value,” Chief Executive Thomas Cannell said.In addition to an outright sale, the review will include a merger, acquisition, divestiture, or a strategic partnership, the company said, adding that the decision was taken to maximize the shareholder value.Until a deal is finalized, Sesen Bio (SESN) plans to continue its ongoing development efforts, including the studies for its lead asset Vicineum in the treatment of non-muscle-invasive bladder cancer. “We plan to request a meeting with the FDA in the coming weeks to align on the remaining outstanding items related to an additional Phase 3 clinical trial,” Cannell added.As of March 31, the company reported $169.8 million of cash and cash equivalents with no outstanding debt. The preliminary results are slightly higher than the $162.6 million of cash and cash equivalents reported by Sesen Bio (SESN) at the 2021 year-end.","news_type":1},"isVote":1,"tweetType":1,"viewCount":47,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9049669468,"gmtCreate":1655784917954,"gmtModify":1676535705274,"author":{"id":"3580273334777387","authorId":"3580273334777387","name":"EugeneH","avatar":"https://static.tigerbbs.com/615153c828f3d40a5db402358c9f90f8","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580273334777387","authorIdStr":"3580273334777387"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$</a>fuuu","listText":"<a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$</a>fuuu","text":"$Alphabet(GOOGL)$fuuu","images":[{"img":"https://community-static.tradeup.com/news/4c1f74d42a052a52d4edf236a5cceddc","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9049669468","isVote":1,"tweetType":1,"viewCount":21,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9025630840,"gmtCreate":1653667894580,"gmtModify":1676535324412,"author":{"id":"3580273334777387","authorId":"3580273334777387","name":"EugeneH","avatar":"https://static.tigerbbs.com/615153c828f3d40a5db402358c9f90f8","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580273334777387","authorIdStr":"3580273334777387"},"themes":[],"htmlText":"Help to like","listText":"Help to like","text":"Help to like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9025630840","repostId":"2238623951","repostType":4,"repost":{"id":"2238623951","kind":"highlight","pubTimestamp":1653664393,"share":"https://ttm.financial/m/news/2238623951?lang=&edition=fundamental","pubTime":"2022-05-27 23:13","market":"us","language":"en","title":"Elon Musk Explains the Benefits of Recession. Don't Forget the Costs","url":"https://stock-news.laohu8.com/highlight/detail?id=2238623951","media":"Barrons","summary":"Elon Musk has a lot to do. He runs four companies and might add a fifth, but he also plays the role ","content":"<html><head></head><body><p>Elon Musk has a lot to do. He runs four companies and might add a fifth, but he also plays the role of economist from time to time.</p><p>The Tesla (ticker: TSLA) CEO tweeted out Thursday night that a lengthy global recession was possible, but explained that wasn't all bad.</p><p>Musk thinks a global recession, likely resulting from the mix of rising inflation and interest rates, could last more than a year. A downturn that long, however, would kill off companies that don't generate positive cash flow and consume resources, according to the CEO.</p><p>In addition to managing Tesla, he runs SpaceX, Neuralink, and The Boring Company. He might add <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> (TWTR), where he has more than 95 million followers, to his list of businesses.</p><p>Tesla didn't respond to a request for comment about Musk's feelings about recessions or what Tesla would do if his scenario played out.</p><p>It isn't the first time in recent history that Musk has offered some economic thoughts. He talked about the benefits of robotic labor on the overall economy when introducing Tesla's humanoid robot project Optimus.</p><p>Better reallocation of capital is one potential benefit of recession. Musk isn't the first person to suggest that. Andrew Mellon served as secretary of the Treasury under three U.S. presidents -- Harding, Coolidge, and Hoover -- and he said something similar around the start of the 1930s.</p><p>"Liquidate labor, liquidate stocks, liquidate the farmers, liquidate real estate. Purge the rottenness out of the system. High costs of living and high living will come down [and] enterprising people will pick up the wrecks from less competent people," is the advice Hoover attributed to Mellon in his memoirs.</p><p>Capital certainly gets wasted in boom times. Everyone has a story or memory of a business that just doesn't seem to make a lot of sense. In the bull market of recent years, many start-ups that merged with special-purpose acquisition companies have struggled to hit their original revenue projections. That could be a sign their business models weren't as sound as hoped.</p><p>Still, recessions do more than reset the capital-allocation function in an economy. They are painful, with falling stock prices and rising unemployment. Mellon's comments, in fact, were made around the start of the Great Depression. They haven't aged well.</p><p>The Depression, of course, followed the Roaring 20s. By late in that decade, capital was being given to the early 20th century equivalent of shaky start-ups.</p><p>The economic downturn that followed the 1920s was brutal. Unemployment rose from about 3% in 1929 to almost 24% in 1932.</p><p>That level of pain from any economic downturn is rare. Regulators get part of the blame for making the downturn following the 1920s worse than it had to be. "Regarding the Great Depression ...we did it. We're very sorry [and] we won't do it again," said former Federal Reserve chair Ben Bernanke in 2002 at a party for Nobel Prize-winning economist Milton Friedman's 90th birthday.</p><p>Bernanke's point was the Fed could have reacted with more accommodative policy -- cutting interest rates and helping debtors pay their bills -- to help ease the downturn.</p><p>Maybe the Great Depression didn't have to be so great, but it's a risky idea to suggest a downturn's benefits will outweigh the costs. Business upturns and downturns both come with their list of nasty unforeseen outcomes.</p><p>Tesla shares, along with stocks of other auto makers, are acting like a recession is on the way. Tesla, General Motors and Ford Motor shares are down about 35% year to date, on average, worse than the 15% and 10%, comparable, respective declines of the S&P 500 and Dow Jones Industrial Average.</p><p>Cars are big purchases, usually financed, and investors typically sell car stocks entering an economic downturn. Investors are worried about the future. That is the biggest reason for the 2022 decline in those stocks. All three companies are making good money right now.</p></body></html>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Elon Musk Explains the Benefits of Recession. Don't Forget the Costs</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\">\nElon Musk Explains the Benefits of Recession. Don't Forget the Costs\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-27 23:13 GMT+8 <a href=https://www.barrons.com/articles/elon-musk-recession-benefits-twitter-51653655953?mod=RTA><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Elon Musk has a lot to do. He runs four companies and might add a fifth, but he also plays the role of economist from time to time.The Tesla (ticker: TSLA) CEO tweeted out Thursday night that a ...</p>\n\n<a href=\"https://www.barrons.com/articles/elon-musk-recession-benefits-twitter-51653655953?mod=RTA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.barrons.com/articles/elon-musk-recession-benefits-twitter-51653655953?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2238623951","content_text":"Elon Musk has a lot to do. He runs four companies and might add a fifth, but he also plays the role of economist from time to time.The Tesla (ticker: TSLA) CEO tweeted out Thursday night that a lengthy global recession was possible, but explained that wasn't all bad.Musk thinks a global recession, likely resulting from the mix of rising inflation and interest rates, could last more than a year. A downturn that long, however, would kill off companies that don't generate positive cash flow and consume resources, according to the CEO.In addition to managing Tesla, he runs SpaceX, Neuralink, and The Boring Company. He might add Twitter (TWTR), where he has more than 95 million followers, to his list of businesses.Tesla didn't respond to a request for comment about Musk's feelings about recessions or what Tesla would do if his scenario played out.It isn't the first time in recent history that Musk has offered some economic thoughts. He talked about the benefits of robotic labor on the overall economy when introducing Tesla's humanoid robot project Optimus.Better reallocation of capital is one potential benefit of recession. Musk isn't the first person to suggest that. Andrew Mellon served as secretary of the Treasury under three U.S. presidents -- Harding, Coolidge, and Hoover -- and he said something similar around the start of the 1930s.\"Liquidate labor, liquidate stocks, liquidate the farmers, liquidate real estate. Purge the rottenness out of the system. High costs of living and high living will come down [and] enterprising people will pick up the wrecks from less competent people,\" is the advice Hoover attributed to Mellon in his memoirs.Capital certainly gets wasted in boom times. Everyone has a story or memory of a business that just doesn't seem to make a lot of sense. In the bull market of recent years, many start-ups that merged with special-purpose acquisition companies have struggled to hit their original revenue projections. That could be a sign their business models weren't as sound as hoped.Still, recessions do more than reset the capital-allocation function in an economy. They are painful, with falling stock prices and rising unemployment. Mellon's comments, in fact, were made around the start of the Great Depression. They haven't aged well.The Depression, of course, followed the Roaring 20s. By late in that decade, capital was being given to the early 20th century equivalent of shaky start-ups.The economic downturn that followed the 1920s was brutal. Unemployment rose from about 3% in 1929 to almost 24% in 1932.That level of pain from any economic downturn is rare. Regulators get part of the blame for making the downturn following the 1920s worse than it had to be. \"Regarding the Great Depression ...we did it. We're very sorry [and] we won't do it again,\" said former Federal Reserve chair Ben Bernanke in 2002 at a party for Nobel Prize-winning economist Milton Friedman's 90th birthday.Bernanke's point was the Fed could have reacted with more accommodative policy -- cutting interest rates and helping debtors pay their bills -- to help ease the downturn.Maybe the Great Depression didn't have to be so great, but it's a risky idea to suggest a downturn's benefits will outweigh the costs. Business upturns and downturns both come with their list of nasty unforeseen outcomes.Tesla shares, along with stocks of other auto makers, are acting like a recession is on the way. Tesla, General Motors and Ford Motor shares are down about 35% year to date, on average, worse than the 15% and 10%, comparable, respective declines of the S&P 500 and Dow Jones Industrial Average.Cars are big purchases, usually financed, and investors typically sell car stocks entering an economic downturn. Investors are worried about the future. That is the biggest reason for the 2022 decline in those stocks. All three companies are making good money right now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":87,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9066840665,"gmtCreate":1651887513757,"gmtModify":1676534991310,"author":{"id":"3580273334777387","authorId":"3580273334777387","name":"EugeneH","avatar":"https://static.tigerbbs.com/615153c828f3d40a5db402358c9f90f8","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580273334777387","authorIdStr":"3580273334777387"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$</a>p","listText":"<a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$</a>p","text":"$Alphabet(GOOGL)$p","images":[{"img":"https://community-static.tradeup.com/news/15acd814a6e8a0b1eb0407602f859811","width":"1440","height":"2560"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9066840665","isVote":1,"tweetType":1,"viewCount":96,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9061862459,"gmtCreate":1651616030992,"gmtModify":1676534933961,"author":{"id":"3580273334777387","authorId":"3580273334777387","name":"EugeneH","avatar":"https://static.tigerbbs.com/615153c828f3d40a5db402358c9f90f8","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580273334777387","authorIdStr":"3580273334777387"},"themes":[],"htmlText":"Help to like","listText":"Help to like","text":"Help to like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9061862459","repostId":"1164519411","repostType":4,"repost":{"id":"1164519411","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":1651586615,"share":"https://ttm.financial/m/news/1164519411?lang=&edition=fundamental","pubTime":"2022-05-03 22:03","market":"us","language":"en","title":"EV Stocks Climbed in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1164519411","media":"Tiger Newspress","summary":"EV stocks climbed in morning trading. Tesla, Rivian, Nio, Xpeng Motors, Fisker, Nikola and Arrival r","content":"<html><head></head><body><p>EV stocks climbed in morning trading. Tesla, Rivian, Nio, Xpeng Motors, Fisker, Nikola and Arrival rose between 1% and 6%.<img src=\"https://static.tigerbbs.com/0cf7a102019a0774a1aa6a57bb05c5f8\" tg-width=\"393\" tg-height=\"665\" width=\"100%\" height=\"auto\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>EV Stocks Climbed in Morning Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nEV Stocks Climbed in Morning Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-05-03 22:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>EV stocks climbed in morning trading. Tesla, Rivian, Nio, Xpeng Motors, Fisker, Nikola and Arrival rose between 1% and 6%.<img src=\"https://static.tigerbbs.com/0cf7a102019a0774a1aa6a57bb05c5f8\" tg-width=\"393\" tg-height=\"665\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RIVN":"Rivian Automotive, Inc.","TSLA":"特斯拉","NIO":"蔚来"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164519411","content_text":"EV stocks climbed in morning trading. Tesla, Rivian, Nio, Xpeng Motors, Fisker, Nikola and Arrival rose between 1% and 6%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":107,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9085733923,"gmtCreate":1650764534708,"gmtModify":1676534788121,"author":{"id":"3580273334777387","authorId":"3580273334777387","name":"EugeneH","avatar":"https://static.tigerbbs.com/615153c828f3d40a5db402358c9f90f8","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580273334777387","authorIdStr":"3580273334777387"},"themes":[],"htmlText":"Ye","listText":"Ye","text":"Ye","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9085733923","repostId":"2229416577","repostType":2,"repost":{"id":"2229416577","kind":"news","pubTimestamp":1650684004,"share":"https://ttm.financial/m/news/2229416577?lang=&edition=fundamental","pubTime":"2022-04-23 11:20","market":"us","language":"en","title":"Alibaba Vs. Amazon Stock: Back To Fundamentals","url":"https://stock-news.laohu8.com/highlight/detail?id=2229416577","media":"seekingalpha","summary":"SummaryThe stock market is notorious for completely ignoring business fundamentals at its extremes: ","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>The stock market is notorious for completely ignoring business fundamentals at its extremes: Either extreme greed or extreme fear.</li><li>A comparison between Alibaba and Amazon serves as an illustrating example of both of these extremes.</li><li>Alibaba now is completely dominated by fear, and its superior fundamentals are completely ignored by the market.</li><li>Amazon, on the other hand, despite its inferior profitability and mounting cash flow issues, trades at a considerable premium, not only relative to Alibaba but also to the overall market.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f8b5ac1c4e34f0e556f966ee340d8118\" tg-width=\"750\" tg-height=\"500\" referrerpolicy=\"no-referrer\"/><span>alexsl/iStock Unreleased via Getty Images</span></p><p><b>Thesis</b></p><p>The stock market is notorious for completely ignoring business fundamentals at both the greed and feel extreme, as illustrated by the current conditions of Alibaba (NYSE:BABA) and Amazon (NASDAQ:AMZN). The contrast between these two stocks is so stark that it not only serves to show a specific investment opportunity but also serves as a general example of market psychology. Admittedly, these two stocks are not entirely comparable and there are certainly differences. Some of the uncertainties and risks faced by BABA are not shared by AMZN.</p><p>And my thesis here is that the current market valuation has already priced in all the risks surrounding BABA. More specifically,</p><ul><li>BABA's stock price has recently become dominated by market sentiment and disconnected from fundamentals. Its stock prices easily fluctuated 10%-plus in a few days or even a single day recently in response to news and sentiments that may or may not have direct relevance to its business fundamentals. On the other hand, AMZN's stock price seemed to be immune from news and fundamentals. It has been trading sideways in a narrow range (and at an elevated valuation) despite its mounting cash flow issues and all the geopolitical and macroeconomic risks.</li><li>As shown in the next chart, both BABA and AMZN are valued at about 1.8x and 3.2x price to sales ratio, respectively, a discount by almost a factor of 2x (1.8x to be exact). As we look deeper next, the discount becomes even larger than on the surface. The second chart compares the profit margin between BABA and Amazon. BABA's EBIT profit margin is almost twice that of Amazon - not only shows BABA's superior profitability (and AMZN's concerning and deteriorating profitability) but also further highlights the valuation gap. The sales of BABA should be worth about 2x as valuable as that of AMZN because of the higher margin, but the current valuation is the opposite. And as you were seeing the remainder of this article, BABA also enjoys superior fundamentals in other keys aspects, such as R&D output, return on capital employed, and growth potential.</li><li>Finally, aside from their drastically different valuations, there are many comparable aspects between these two e-commerce giants. And a comparison between them could also provide insights into the evolving e-commerce landscape. Comparing what they are researching and developing gives us a peek at the future investment direction in this space.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/edc32a62854da273e12174d4c8743211\" tg-width=\"640\" tg-height=\"229\" referrerpolicy=\"no-referrer\"/><span>Seeking Alpha</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9307ef042b92a9964176e9d55e850efc\" tg-width=\"640\" tg-height=\"228\" referrerpolicy=\"no-referrer\"/><span>Seeking Alpha</span></p><p><b>Both R&D aggressively but BABA enjoys way better yield</b></p><p>As mentioned in our earlier writings, we do not invest in a given tech stock because we have high confidence in a certain product that they are developing in the pipeline. Instead, we are more focused on A) the recurring resources available to fund new R&D efforts sustainably, and B) the overall efficiency of the R&D <i>process</i>.</p><p>So let's first see how well and sustainably BABA and AMZN can fund their new R&D efforts. The short answer is: Extremely well. The next chart shows the R&D expenses of BABA and AMZN over the past decade. As seen, both have been consistently investing heavily in R&D in recent years. AMZN didn't spend meaningfully on R&D before 2016. But since 2016, AMZN on average has been spending about 12% of its total revenue on R&D efforts. And BABA spends a bit less, on average 10%. Both levels are consistent with the average of other overachievers in the tech space, such as the FAAMG group.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0b7e323032c8f5c21cefbaad05f431d0\" tg-width=\"640\" tg-height=\"363\" referrerpolicy=\"no-referrer\"/><span>Author based on Seeking Alpha data</span></p><p>Then the next question is, how effective is their R&D process? This is where the contrast kicks in as shown in the next chart. The chart shows a variation of Buffett's $1 test on R&D expenses. Advised by Buffett, we do not only listen to CEOs' pitches on their brilliant new ideas that will shake the earth (again). We also examine the financials to see if their words are corroborated by the numbers. And in BABA and AMZN's cases, their numbers are shown here. The analysis method is detailed in our earlier writings and in summary:</p><blockquote><ul><li><i>The purpose of any corporate R&D is obviously to generate profit. Therefore, this analysis quantifies the yield by taking the ratio between profit and R&D expenditures. We used the operating cash flow as the measure for profit.</i></li><li><i>Also, most R&D investments do not produce any result in the same year. They typically have a lifetime of a few years. Therefore, this analysis assumes a three-year average investment cycle for R&D. And as a result, we used the three-year moving average of operating cash flow to represent this three-year cycle.</i></li></ul></blockquote><p>As you can see, the R&D yield for both has been remarkably consistent although at different levels. In BABA's case, its R&D yield has been steady around an average of $3.3 in recent years. This level of R&D yield is very competitive even among the overachieving FAAMG group. The FAAMG group boasts an average R&D yield of around $2 to $2.5 in recent years. And the only one that generates a significantly high R&D yield in this group is Apple (AAPL), which generates an R&D yield of $4.7 of profit output from every $1 of R&D expenses.</p><p>AMZN's R&D yield of $0.9, on the other hand, is substantially lower than BABA's and is also the lowest among the FAAMG group. And note that since AMZN didn't spend meaningfully on R&D before 2016, we only started reporting its R&D yield starting in 2016.</p><p>Next, we will examine their profitability to fuel their R&D efforts sustainably and also dive into some of the specific R&D efforts they are undertaking.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/900e44a75dee8b7ca4ba98a4fd84fe9f\" tg-width=\"640\" tg-height=\"347\" referrerpolicy=\"no-referrer\"/><span>Author</span></p><p><b>BABA enjoys far superior profitability</b></p><p>As explained in our earlier writings, to us, the most important profitability measure is ROCE (return on capital employed) because:</p><blockquote><i>ROCE considers the return of capital ACTUALLY employed and therefore provides insight into how much additional capital a business needs to invest in order to earn a given extra amount of income - a key to estimating the long-term growth rate. Because when we think as long-term business owners, the growth rate is "simply" the product of ROCE and reinvestment rate, i.e.,</i></blockquote><blockquote><i>Long-Term Growth Rate = ROCE * Reinvestment Rate</i></blockquote><p>The ROCE of both stocks has been detailed in our earlier articles and I will just directly quote the results below. In this analysis, I consider the following items capital actually employed A) Working capital (including payables, receivables, inventory), B) Gross Property, Plant, and Equipment, and C) Research and development expenses are also capitalized. As you can see, BABA was able to maintain a remarkably high ROCE over the past decade. It has been astronomical in the early part of the decade exceeding 150%. It has declined due to all the drama in recent years that you are familiar with (China's tightened regulations, high tax rates, slow-down of the overall economic growth in China, et al). But still, its ROCE is on average about 95% in recent years.</p><p>AMZN's ROCE has shown a similar pattern. It too has enjoyed a much higher ROCE in the early part of the decade. And it too has witnessed a steady decline over the years. In recent years, its ROCE has been relatively low, with an average of around 29%. A ROCE of 29% is still a healthy level (my estimate of the ROCE for the overall economy is about 20%). However, it's not comparable to BABA or other overachievers in the FAANG pack.</p><p>Next, we will examine their key segments and initiatives to form a projection of their future profitability and growth drivers.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8056d3adecb25ebef04479bb04307ec3\" tg-width=\"640\" tg-height=\"364\" referrerpolicy=\"no-referrer\"/><span>Author</span></p><p><b>Growth prospects and final verdict</b></p><p>Looking forward, I see both as well poised to benefit from the secular trend of e-commerce penetration. When we are so used to the American way of online shopping, it's easy to form the impression that e-commerce has already saturated. The reality is that the global e-commerce penetration is still ONLY at about 20% currently. Meaning 80% of the commerce is still currently conducted offline. In terms of absolute volume, as you can see from the following chart, global retail e-commerce sales have reached $4.2 trillion in 2020. And it's projected to almost double by 2026, reaching $7.4 trillion of revenues in the retail e-commerce business. The e-commerce movement is just getting started and the bulk of the growth opportunity is yet to come. And leaders like BABA and AMZN are both best poised to capitalize on this secular trend.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6158c888029f44a73ed791c390065540\" tg-width=\"640\" tg-height=\"328\" referrerpolicy=\"no-referrer\"/><span>OBERLO data</span></p><p>I also see both enjoy tremendous growth opportunities in other areas besides e-commerce. Both are leaders in the cloud computing space, especially in their own geographical areas. This segment has tremendous growth potential as the world shifts to the pure "pay per use" model, and the growth is just starting as start-ups, enterprises, government agencies, and academic institutions shift their computing needs to this new model. In BABA's case, its cloud computing, international avenues, and domestic platform expansion are all enjoying momentum. These segments all show promise for profitability and growth in the near future to maintain their high R&D yield and high ROCE. Similarly, AMZN's AWS unit is expected to grow significantly in the near future to help lift the bottom line. It has recently announced offerings such as Cloud WAN, a managed wide area network, and Amplify Studio, a new visual development environment. Moreover, AMZN's also announced the planned $8.45 billion purchase of MGM Movie Studios, and I'm optimistic about the synergies with its streaming businesses.</p><p>Also, I do see some asymmetric growth opportunities for BABA. As aforementioned, both stocks are best poised to capitalize on the world's unstoppable shift toward e-commerce. However, the remaining shift will be unevenly distributed and the Asian-Pacific region will be the center of the momentum. As shown in the chart above, world retail e-commerce sales are expected to exceed $7.3 trillion by 2025. The twist is that the Asian-Pacific region will be where most of the growth will be. By 2023, the Western continents will contribute 16% of the total B2B e-commerce volume, while the remaining 84% would come from the non-Western world. And BABA is best poised to benefit with its scale and reach, government support, and cultural and geographic proximity.</p><p>Finally, the following table summarizes all the key metrics discussed above. As mentioned early on, my thesis is that the risks surrounding BABA have been fully priced in already. Even if we put aside the issue of valuations and risks, there are many comparable aspects between these two e-commerce giants (probably more than their differences). Comparing and contrasting their R&D efforts, profitability, and future growth areas not only elucidate their own investment prospects but also provide insight into other e-commerce investment opportunities.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/609b820dedf6ed23d5ddfd1ed92b9515\" tg-width=\"640\" tg-height=\"272\" referrerpolicy=\"no-referrer\"/><span>Author</span></p><p><b>Risks</b></p><p>I do not think there is a need to repeat BABA's risks anymore. Other SA authors have provided excellent coverage already. And we ourselves have also assessed these risks based on a Kelly analysis.</p><p>For AMZN, a key issue I recommend investors to keep a close on in the upcoming earnings release is the leasing accounting. We have cautioned readers before the 2021 Q4 earnings release about the role of its lease accounting and the possibility of its free cash flow ("FCF") deterioration after being adjusted for leasing accounting. And as you can see from the following chart, unfortunately, its FCF has indeed suffered a dramatic deterioration to a negative $20B in 2021 Q4. In the incoming 2022 Q1 release, this is a key item that I would be watching.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/963ea4489df1ce587e26c13d870e7326\" tg-width=\"640\" tg-height=\"487\" referrerpolicy=\"no-referrer\"/><span>AMZN 2021 Q4 earnings release</span></p><p><b>Summary and final thoughts</b></p><p>The stock market is notorious for completely ignoring business fundamentals both at the greed extreme and at the fear extreme. The stark contrast between BABA and AMZN serves as a general example of such market psychology so investors could identify mispricing opportunities.</p><p>The thesis is that BABA is now in the extreme fear end of the spectrum and its stock price has recently become disconnected from fundamentals. In particular,</p><ul><li>The current market valuation has already priced in all the risks surrounding BABA. BABA's price to sales ratio is discounted by almost half relative to AMZN despite its higher margin and profitability.</li><li>Both stocks pursue new opportunities aggressively with 10% to 12% of their total sales spent on R&D efforts, but BABA enjoys a far better yield.</li><li>I also see both well poised to benefit from the secular trend of global e-commerce penetration and also from the opportunities in other areas such as cloud computing. However, I do see some asymmetries here. For example, the remaining e-commerce shift will be unevenly distributed and the Asian-Pacific region will be the center of the momentum, where BABA is better positioned to benefit from its government support and cultural/geographic proximity.</li></ul></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba Vs. Amazon Stock: Back To Fundamentals</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba Vs. Amazon Stock: Back To Fundamentals\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-23 11:20 GMT+8 <a href=https://seekingalpha.com/article/4502993-alibaba-vs-amazon-back-to-fundamentals><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryThe stock market is notorious for completely ignoring business fundamentals at its extremes: Either extreme greed or extreme fear.A comparison between Alibaba and Amazon serves as an ...</p>\n\n<a href=\"https://seekingalpha.com/article/4502993-alibaba-vs-amazon-back-to-fundamentals\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","AMZN":"亚马逊"},"source_url":"https://seekingalpha.com/article/4502993-alibaba-vs-amazon-back-to-fundamentals","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2229416577","content_text":"SummaryThe stock market is notorious for completely ignoring business fundamentals at its extremes: Either extreme greed or extreme fear.A comparison between Alibaba and Amazon serves as an illustrating example of both of these extremes.Alibaba now is completely dominated by fear, and its superior fundamentals are completely ignored by the market.Amazon, on the other hand, despite its inferior profitability and mounting cash flow issues, trades at a considerable premium, not only relative to Alibaba but also to the overall market.alexsl/iStock Unreleased via Getty ImagesThesisThe stock market is notorious for completely ignoring business fundamentals at both the greed and feel extreme, as illustrated by the current conditions of Alibaba (NYSE:BABA) and Amazon (NASDAQ:AMZN). The contrast between these two stocks is so stark that it not only serves to show a specific investment opportunity but also serves as a general example of market psychology. Admittedly, these two stocks are not entirely comparable and there are certainly differences. Some of the uncertainties and risks faced by BABA are not shared by AMZN.And my thesis here is that the current market valuation has already priced in all the risks surrounding BABA. More specifically,BABA's stock price has recently become dominated by market sentiment and disconnected from fundamentals. Its stock prices easily fluctuated 10%-plus in a few days or even a single day recently in response to news and sentiments that may or may not have direct relevance to its business fundamentals. On the other hand, AMZN's stock price seemed to be immune from news and fundamentals. It has been trading sideways in a narrow range (and at an elevated valuation) despite its mounting cash flow issues and all the geopolitical and macroeconomic risks.As shown in the next chart, both BABA and AMZN are valued at about 1.8x and 3.2x price to sales ratio, respectively, a discount by almost a factor of 2x (1.8x to be exact). As we look deeper next, the discount becomes even larger than on the surface. The second chart compares the profit margin between BABA and Amazon. BABA's EBIT profit margin is almost twice that of Amazon - not only shows BABA's superior profitability (and AMZN's concerning and deteriorating profitability) but also further highlights the valuation gap. The sales of BABA should be worth about 2x as valuable as that of AMZN because of the higher margin, but the current valuation is the opposite. And as you were seeing the remainder of this article, BABA also enjoys superior fundamentals in other keys aspects, such as R&D output, return on capital employed, and growth potential.Finally, aside from their drastically different valuations, there are many comparable aspects between these two e-commerce giants. And a comparison between them could also provide insights into the evolving e-commerce landscape. Comparing what they are researching and developing gives us a peek at the future investment direction in this space.Seeking AlphaSeeking AlphaBoth R&D aggressively but BABA enjoys way better yieldAs mentioned in our earlier writings, we do not invest in a given tech stock because we have high confidence in a certain product that they are developing in the pipeline. Instead, we are more focused on A) the recurring resources available to fund new R&D efforts sustainably, and B) the overall efficiency of the R&D process.So let's first see how well and sustainably BABA and AMZN can fund their new R&D efforts. The short answer is: Extremely well. The next chart shows the R&D expenses of BABA and AMZN over the past decade. As seen, both have been consistently investing heavily in R&D in recent years. AMZN didn't spend meaningfully on R&D before 2016. But since 2016, AMZN on average has been spending about 12% of its total revenue on R&D efforts. And BABA spends a bit less, on average 10%. Both levels are consistent with the average of other overachievers in the tech space, such as the FAAMG group.Author based on Seeking Alpha dataThen the next question is, how effective is their R&D process? This is where the contrast kicks in as shown in the next chart. The chart shows a variation of Buffett's $1 test on R&D expenses. Advised by Buffett, we do not only listen to CEOs' pitches on their brilliant new ideas that will shake the earth (again). We also examine the financials to see if their words are corroborated by the numbers. And in BABA and AMZN's cases, their numbers are shown here. The analysis method is detailed in our earlier writings and in summary:The purpose of any corporate R&D is obviously to generate profit. Therefore, this analysis quantifies the yield by taking the ratio between profit and R&D expenditures. We used the operating cash flow as the measure for profit.Also, most R&D investments do not produce any result in the same year. They typically have a lifetime of a few years. Therefore, this analysis assumes a three-year average investment cycle for R&D. And as a result, we used the three-year moving average of operating cash flow to represent this three-year cycle.As you can see, the R&D yield for both has been remarkably consistent although at different levels. In BABA's case, its R&D yield has been steady around an average of $3.3 in recent years. This level of R&D yield is very competitive even among the overachieving FAAMG group. The FAAMG group boasts an average R&D yield of around $2 to $2.5 in recent years. And the only one that generates a significantly high R&D yield in this group is Apple (AAPL), which generates an R&D yield of $4.7 of profit output from every $1 of R&D expenses.AMZN's R&D yield of $0.9, on the other hand, is substantially lower than BABA's and is also the lowest among the FAAMG group. And note that since AMZN didn't spend meaningfully on R&D before 2016, we only started reporting its R&D yield starting in 2016.Next, we will examine their profitability to fuel their R&D efforts sustainably and also dive into some of the specific R&D efforts they are undertaking.AuthorBABA enjoys far superior profitabilityAs explained in our earlier writings, to us, the most important profitability measure is ROCE (return on capital employed) because:ROCE considers the return of capital ACTUALLY employed and therefore provides insight into how much additional capital a business needs to invest in order to earn a given extra amount of income - a key to estimating the long-term growth rate. Because when we think as long-term business owners, the growth rate is \"simply\" the product of ROCE and reinvestment rate, i.e.,Long-Term Growth Rate = ROCE * Reinvestment RateThe ROCE of both stocks has been detailed in our earlier articles and I will just directly quote the results below. In this analysis, I consider the following items capital actually employed A) Working capital (including payables, receivables, inventory), B) Gross Property, Plant, and Equipment, and C) Research and development expenses are also capitalized. As you can see, BABA was able to maintain a remarkably high ROCE over the past decade. It has been astronomical in the early part of the decade exceeding 150%. It has declined due to all the drama in recent years that you are familiar with (China's tightened regulations, high tax rates, slow-down of the overall economic growth in China, et al). But still, its ROCE is on average about 95% in recent years.AMZN's ROCE has shown a similar pattern. It too has enjoyed a much higher ROCE in the early part of the decade. And it too has witnessed a steady decline over the years. In recent years, its ROCE has been relatively low, with an average of around 29%. A ROCE of 29% is still a healthy level (my estimate of the ROCE for the overall economy is about 20%). However, it's not comparable to BABA or other overachievers in the FAANG pack.Next, we will examine their key segments and initiatives to form a projection of their future profitability and growth drivers.AuthorGrowth prospects and final verdictLooking forward, I see both as well poised to benefit from the secular trend of e-commerce penetration. When we are so used to the American way of online shopping, it's easy to form the impression that e-commerce has already saturated. The reality is that the global e-commerce penetration is still ONLY at about 20% currently. Meaning 80% of the commerce is still currently conducted offline. In terms of absolute volume, as you can see from the following chart, global retail e-commerce sales have reached $4.2 trillion in 2020. And it's projected to almost double by 2026, reaching $7.4 trillion of revenues in the retail e-commerce business. The e-commerce movement is just getting started and the bulk of the growth opportunity is yet to come. And leaders like BABA and AMZN are both best poised to capitalize on this secular trend.OBERLO dataI also see both enjoy tremendous growth opportunities in other areas besides e-commerce. Both are leaders in the cloud computing space, especially in their own geographical areas. This segment has tremendous growth potential as the world shifts to the pure \"pay per use\" model, and the growth is just starting as start-ups, enterprises, government agencies, and academic institutions shift their computing needs to this new model. In BABA's case, its cloud computing, international avenues, and domestic platform expansion are all enjoying momentum. These segments all show promise for profitability and growth in the near future to maintain their high R&D yield and high ROCE. Similarly, AMZN's AWS unit is expected to grow significantly in the near future to help lift the bottom line. It has recently announced offerings such as Cloud WAN, a managed wide area network, and Amplify Studio, a new visual development environment. Moreover, AMZN's also announced the planned $8.45 billion purchase of MGM Movie Studios, and I'm optimistic about the synergies with its streaming businesses.Also, I do see some asymmetric growth opportunities for BABA. As aforementioned, both stocks are best poised to capitalize on the world's unstoppable shift toward e-commerce. However, the remaining shift will be unevenly distributed and the Asian-Pacific region will be the center of the momentum. As shown in the chart above, world retail e-commerce sales are expected to exceed $7.3 trillion by 2025. The twist is that the Asian-Pacific region will be where most of the growth will be. By 2023, the Western continents will contribute 16% of the total B2B e-commerce volume, while the remaining 84% would come from the non-Western world. And BABA is best poised to benefit with its scale and reach, government support, and cultural and geographic proximity.Finally, the following table summarizes all the key metrics discussed above. As mentioned early on, my thesis is that the risks surrounding BABA have been fully priced in already. Even if we put aside the issue of valuations and risks, there are many comparable aspects between these two e-commerce giants (probably more than their differences). Comparing and contrasting their R&D efforts, profitability, and future growth areas not only elucidate their own investment prospects but also provide insight into other e-commerce investment opportunities.AuthorRisksI do not think there is a need to repeat BABA's risks anymore. Other SA authors have provided excellent coverage already. And we ourselves have also assessed these risks based on a Kelly analysis.For AMZN, a key issue I recommend investors to keep a close on in the upcoming earnings release is the leasing accounting. We have cautioned readers before the 2021 Q4 earnings release about the role of its lease accounting and the possibility of its free cash flow (\"FCF\") deterioration after being adjusted for leasing accounting. And as you can see from the following chart, unfortunately, its FCF has indeed suffered a dramatic deterioration to a negative $20B in 2021 Q4. In the incoming 2022 Q1 release, this is a key item that I would be watching.AMZN 2021 Q4 earnings releaseSummary and final thoughtsThe stock market is notorious for completely ignoring business fundamentals both at the greed extreme and at the fear extreme. The stark contrast between BABA and AMZN serves as a general example of such market psychology so investors could identify mispricing opportunities.The thesis is that BABA is now in the extreme fear end of the spectrum and its stock price has recently become disconnected from fundamentals. In particular,The current market valuation has already priced in all the risks surrounding BABA. BABA's price to sales ratio is discounted by almost half relative to AMZN despite its higher margin and profitability.Both stocks pursue new opportunities aggressively with 10% to 12% of their total sales spent on R&D efforts, but BABA enjoys a far better yield.I also see both well poised to benefit from the secular trend of global e-commerce penetration and also from the opportunities in other areas such as cloud computing. However, I do see some asymmetries here. For example, the remaining e-commerce shift will be unevenly distributed and the Asian-Pacific region will be the center of the momentum, where BABA is better positioned to benefit from its government support and cultural/geographic proximity.","news_type":1},"isVote":1,"tweetType":1,"viewCount":103,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9057270548,"gmtCreate":1655521153285,"gmtModify":1676535656613,"author":{"id":"3580273334777387","authorId":"3580273334777387","name":"EugeneH","avatar":"https://static.tigerbbs.com/615153c828f3d40a5db402358c9f90f8","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580273334777387","authorIdStr":"3580273334777387"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>p","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>p","text":"$Tesla Motors(TSLA)$p","images":[{"img":"https://community-static.tradeup.com/news/9cd1ee8b999633eee8285af8799fb137","width":"1080","height":"3358"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9057270548","isVote":1,"tweetType":1,"viewCount":73,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9068743827,"gmtCreate":1651810668969,"gmtModify":1676534976220,"author":{"id":"3580273334777387","authorId":"3580273334777387","name":"EugeneH","avatar":"https://static.tigerbbs.com/615153c828f3d40a5db402358c9f90f8","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580273334777387","authorIdStr":"3580273334777387"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$</a>diu","listText":"<a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$</a>diu","text":"$Alphabet(GOOGL)$diu","images":[{"img":"https://community-static.tradeup.com/news/e9e683cbfd0db2cbfa64cc82fa5e0940","width":"1440","height":"2560"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9068743827","isVote":1,"tweetType":1,"viewCount":147,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9063954464,"gmtCreate":1651393103311,"gmtModify":1676534900695,"author":{"id":"3580273334777387","authorId":"3580273334777387","name":"EugeneH","avatar":"https://static.tigerbbs.com/615153c828f3d40a5db402358c9f90f8","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580273334777387","authorIdStr":"3580273334777387"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/ARKX\">$ARK Space Exploration & Innovation ETF(ARKX)$</a>ddiu","listText":"<a href=\"https://ttm.financial/S/ARKX\">$ARK Space Exploration & Innovation ETF(ARKX)$</a>ddiu","text":"$ARK Space Exploration & Innovation ETF(ARKX)$ddiu","images":[{"img":"https://community-static.tradeup.com/news/233538a0b6c0bd834e157e2536833605","width":"1440","height":"2560"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9063954464","isVote":1,"tweetType":1,"viewCount":217,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9043644863,"gmtCreate":1655935720852,"gmtModify":1676535732620,"author":{"id":"3580273334777387","authorId":"3580273334777387","name":"EugeneH","avatar":"https://static.tigerbbs.com/615153c828f3d40a5db402358c9f90f8","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580273334777387","authorIdStr":"3580273334777387"},"themes":[],"htmlText":"Help to like","listText":"Help to like","text":"Help to like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9043644863","repostId":"1152025197","repostType":4,"repost":{"id":"1152025197","kind":"news","pubTimestamp":1655909131,"share":"https://ttm.financial/m/news/1152025197?lang=&edition=fundamental","pubTime":"2022-06-22 22:45","market":"us","language":"en","title":"Is Now a Good Time to Buy Tesla Stock?","url":"https://stock-news.laohu8.com/highlight/detail?id=1152025197","media":"Motley Fool","summary":"Is the stock's big gain on Tuesday a sign that shares have become too cheap?","content":"<html><head></head><body><p><b>KEY POINTS</b></p><ul><li>The EV maker's shares are down more than 30% year to date.</li><li>Thanks to the company's soaring earnings, its price-to-earnings ratio has fallen even more than its stock price.</li><li>It's navigating supply-chain challenges extremely well.</li></ul><p>With shares of <b>Tesla</b> rebounding sharply on Tuesday, rising more than 11% at one point, investors might be wondering if now is a good time to get in on the beaten-down stock.</p><p>After all, shares of the automaker are still down more than 30% year to date. And this comes at a time the company is seeing rapid growth in vehicle deliveries and demand that far exceeds supply. Furthermore, the stock's price-to-earnings (P/E) ratio has plummeted over the past year, making the valuation more attractive.</p><p>To see whether shares are attractive today, let's take a closer look at thegrowth stock, its valuation, and the underlying business valuation.</p><p><b>Soaring sales and earnings</b></p><p>While shares of Tesla have been pummeled this year, the underlying business is actually doing very well. First-quarter deliveries skyrocketed 68% year over year. This was fueled by an impressive 69% boost in production, an extraordinary achievement considering the global supply constraints automotive companies are facing.</p><p>Even more, Tesla has been able to pass on increased costs during this inflationary period with price increases.</p><p>Importantly, a big jump in deliveries and recent price hikes for its products are translating to strong financials for the company. Revenue jumped 81% year over year to $18.8 billion, and earnings soared 658% to $3.3 billion. Free cash flow for the quarter was $2.2 billion, up from $619 million in the year-ago quarter.</p><p>Tesla is also well positioned for a potential recession. It finished the quarter with $18 billion in cash, cash equivalents, and short-term marketable securities.</p><p><b>Tesla stock valuation: Buy, sell, or hold?</b></p><p>Thanks to the electric car company's soaring earnings recently, its P/E has actually come down much faster than its stock price. Today, Tesla has a P/E of just below 100, down about 55% year to date. Furthermore, over the past 12 months, its P/E has fallen 85% even though the stock is actually up 15% over this period.</p><p>While a P/E of close to 100 might seem too expensive at first glance, investors should realize that when they buy shares today, they are getting in on a very fast-growing company. Not only does Tesla expect vehicle production to grow 50% this year, but management also expects the company to average 50% annualized growth for the foreseeable future.</p><p>And the company's recent staggering growth during a challenging time for automotive companies gives substance to management's rosy outlook. In addition, with delivery times for new vehicles about three or more months for most models, there's clearly plenty of demand for the products.</p><p>Sure, Tesla could face some detours this year. With supply chain challenges for the automotive industry persisting during the second quarter, there's a possibility that the company fails to grow deliveries sequentially. Additionally, there's no telling where the near-term bottom is for the stock.</p><p>But shares are trading low enough to make the odds good that today's price could seem attractive when investors look back five years from now.</p><p>Based on Tesla's business momentum, these are likely early days for the company. So the stock's pullback this year could be a great buying opportunity for patient investors.</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>Is Now a Good Time to Buy Tesla Stock?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Now a Good Time to Buy Tesla Stock?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-22 22:45 GMT+8 <a href=https://www.fool.com/investing/2022/06/22/is-now-a-good-time-to-buy-tesla-stock/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSThe EV maker's shares are down more than 30% year to date.Thanks to the company's soaring earnings, its price-to-earnings ratio has fallen even more than its stock price.It's navigating ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/06/22/is-now-a-good-time-to-buy-tesla-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.fool.com/investing/2022/06/22/is-now-a-good-time-to-buy-tesla-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152025197","content_text":"KEY POINTSThe EV maker's shares are down more than 30% year to date.Thanks to the company's soaring earnings, its price-to-earnings ratio has fallen even more than its stock price.It's navigating supply-chain challenges extremely well.With shares of Tesla rebounding sharply on Tuesday, rising more than 11% at one point, investors might be wondering if now is a good time to get in on the beaten-down stock.After all, shares of the automaker are still down more than 30% year to date. And this comes at a time the company is seeing rapid growth in vehicle deliveries and demand that far exceeds supply. Furthermore, the stock's price-to-earnings (P/E) ratio has plummeted over the past year, making the valuation more attractive.To see whether shares are attractive today, let's take a closer look at thegrowth stock, its valuation, and the underlying business valuation.Soaring sales and earningsWhile shares of Tesla have been pummeled this year, the underlying business is actually doing very well. First-quarter deliveries skyrocketed 68% year over year. This was fueled by an impressive 69% boost in production, an extraordinary achievement considering the global supply constraints automotive companies are facing.Even more, Tesla has been able to pass on increased costs during this inflationary period with price increases.Importantly, a big jump in deliveries and recent price hikes for its products are translating to strong financials for the company. Revenue jumped 81% year over year to $18.8 billion, and earnings soared 658% to $3.3 billion. Free cash flow for the quarter was $2.2 billion, up from $619 million in the year-ago quarter.Tesla is also well positioned for a potential recession. It finished the quarter with $18 billion in cash, cash equivalents, and short-term marketable securities.Tesla stock valuation: Buy, sell, or hold?Thanks to the electric car company's soaring earnings recently, its P/E has actually come down much faster than its stock price. Today, Tesla has a P/E of just below 100, down about 55% year to date. Furthermore, over the past 12 months, its P/E has fallen 85% even though the stock is actually up 15% over this period.While a P/E of close to 100 might seem too expensive at first glance, investors should realize that when they buy shares today, they are getting in on a very fast-growing company. Not only does Tesla expect vehicle production to grow 50% this year, but management also expects the company to average 50% annualized growth for the foreseeable future.And the company's recent staggering growth during a challenging time for automotive companies gives substance to management's rosy outlook. In addition, with delivery times for new vehicles about three or more months for most models, there's clearly plenty of demand for the products.Sure, Tesla could face some detours this year. With supply chain challenges for the automotive industry persisting during the second quarter, there's a possibility that the company fails to grow deliveries sequentially. Additionally, there's no telling where the near-term bottom is for the stock.But shares are trading low enough to make the odds good that today's price could seem attractive when investors look back five years from now.Based on Tesla's business momentum, these are likely early days for the company. So the stock's pullback this year could be a great buying opportunity for patient investors.","news_type":1},"isVote":1,"tweetType":1,"viewCount":57,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9040419737,"gmtCreate":1655691255230,"gmtModify":1676535686451,"author":{"id":"3580273334777387","authorId":"3580273334777387","name":"EugeneH","avatar":"https://static.tigerbbs.com/615153c828f3d40a5db402358c9f90f8","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580273334777387","authorIdStr":"3580273334777387"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$</a>f","listText":"<a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$</a>f","text":"$Alphabet(GOOGL)$f","images":[{"img":"https://community-static.tradeup.com/news/4c1f74d42a052a52d4edf236a5cceddc","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9040419737","isVote":1,"tweetType":1,"viewCount":53,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9025697290,"gmtCreate":1653667788611,"gmtModify":1676535324420,"author":{"id":"3580273334777387","authorId":"3580273334777387","name":"EugeneH","avatar":"https://static.tigerbbs.com/615153c828f3d40a5db402358c9f90f8","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580273334777387","authorIdStr":"3580273334777387"},"themes":[],"htmlText":"Help to like","listText":"Help to like","text":"Help to like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9025697290","repostId":"1150622182","repostType":4,"repost":{"id":"1150622182","kind":"news","pubTimestamp":1653665090,"share":"https://ttm.financial/m/news/1150622182?lang=&edition=fundamental","pubTime":"2022-05-27 23:24","market":"us","language":"en","title":"Apple Rises Friday to Reclaim Most-Valuable Company Title","url":"https://stock-news.laohu8.com/highlight/detail?id=1150622182","media":"seekingalpha","summary":"Apple (NASDAQ:AAPL) shares rose more than 3%, Friday, as the iPhone maker continued to climb back fr","content":"<html><head></head><body><p>Apple (NASDAQ:AAPL) shares rose more than 3%, Friday, as the iPhone maker continued to climb back from its year-to-date low point, and also take back the title of world's most-valuable company.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8db39361b35d43fe2aaa49b11d47cf1e\" tg-width=\"1080\" tg-height=\"720\" width=\"100%\" height=\"auto\"/><span>Nikada/iStock Unreleased via Getty Images</span></p><p>Apple (AAPL) climbed to as high as $148.56 on the day, and has now risen 12% since touching a 2022 low of $132.61 a share on May 20. There was little major news involving Apple (AAPL) during the day's market session. On Thursday, Apple (AAPL) said it would boost the starting wage of its retail employees to $22 an hour.</p><p>With Friday's advance, Apple (AAPL) was able to edge past Saudi Aramco to become the most-valuable company in the world based on market capitalization. As trading progressed, Apple (AAPL) had a market cap of $2.39T, while Saudi Aramco was nipping at Apple's (AAPL) heels with its $2.38T market value.</p><p>On Thursday, influential Apple (AAPL) analyst Ming-Chi Kuo, of TF International Securities, said that channel checks suggest Apple (AAPL) is not making any changing in shipping plans for the eventual release of the iPhone 14 later this year. There had been some reports that Apple (AAPL) was experiencing production delays due to the impact of Covid-19 shutdowns in China.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Rises Friday to Reclaim Most-Valuable Company Title</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Rises Friday to Reclaim Most-Valuable Company Title\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-27 23:24 GMT+8 <a href=https://seekingalpha.com/news/3843513-apple-rises-friday-to-reclaim-most-valuable-company-title><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple (NASDAQ:AAPL) shares rose more than 3%, Friday, as the iPhone maker continued to climb back from its year-to-date low point, and also take back the title of world's most-valuable company.Nikada/...</p>\n\n<a href=\"https://seekingalpha.com/news/3843513-apple-rises-friday-to-reclaim-most-valuable-company-title\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/news/3843513-apple-rises-friday-to-reclaim-most-valuable-company-title","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1150622182","content_text":"Apple (NASDAQ:AAPL) shares rose more than 3%, Friday, as the iPhone maker continued to climb back from its year-to-date low point, and also take back the title of world's most-valuable company.Nikada/iStock Unreleased via Getty ImagesApple (AAPL) climbed to as high as $148.56 on the day, and has now risen 12% since touching a 2022 low of $132.61 a share on May 20. There was little major news involving Apple (AAPL) during the day's market session. On Thursday, Apple (AAPL) said it would boost the starting wage of its retail employees to $22 an hour.With Friday's advance, Apple (AAPL) was able to edge past Saudi Aramco to become the most-valuable company in the world based on market capitalization. As trading progressed, Apple (AAPL) had a market cap of $2.39T, while Saudi Aramco was nipping at Apple's (AAPL) heels with its $2.38T market value.On Thursday, influential Apple (AAPL) analyst Ming-Chi Kuo, of TF International Securities, said that channel checks suggest Apple (AAPL) is not making any changing in shipping plans for the eventual release of the iPhone 14 later this year. There had been some reports that Apple (AAPL) was experiencing production delays due to the impact of Covid-19 shutdowns in China.","news_type":1},"isVote":1,"tweetType":1,"viewCount":29,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9025697668,"gmtCreate":1653667781454,"gmtModify":1676535324388,"author":{"id":"3580273334777387","authorId":"3580273334777387","name":"EugeneH","avatar":"https://static.tigerbbs.com/615153c828f3d40a5db402358c9f90f8","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580273334777387","authorIdStr":"3580273334777387"},"themes":[],"htmlText":"Help to like","listText":"Help to like","text":"Help to like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9025697668","repostId":"2238654869","repostType":4,"repost":{"id":"2238654869","kind":"highlight","pubTimestamp":1653665469,"share":"https://ttm.financial/m/news/2238654869?lang=&edition=fundamental","pubTime":"2022-05-27 23:31","market":"us","language":"en","title":"Why Citi Says It’s Finally Time to Start Buying Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=2238654869","media":"Barrons","summary":"It’s been a long slog this year for the plummeting stock market. Citigroup’s model that forecasts th","content":"<html><head></head><body><p>It’s been a long slog this year for the plummeting stock market. Citigroup’s model that forecasts the chances that stocks will head into a bear market shows that the market looks like more of a buy right now.</p><p>The iShares MSCI ACWI exchange-traded fund (ACWI) has dropped about 14% this year, and for the same reasons the S&P 500 and Dow Jones Industrial Average have fallen as well: High inflation, made worse by commodity restrictions resulting from the Russia-Ukraine conflict, has hurt consumer demand; cost inflation has dented companies’ profit margins; central banks are tightening monetary policy to reduce inflation, moves that will further slow economic growth.</p><p>These issues, which the market is still trying to come to terms with, have recently kept many on Wall Street from recommending stocks. Some market technicians, for instance, recently said the S&P 500 could fall another 10% or more even from its relatively low level.</p><p>But the global equity strategists at Citi have a model, a “bear market checklist,” that currently says buying the market appears relatively safe right now. The model considers 18 subfactors within the broader categories of valuations, bond market indicters, investor sentiment, corporate decisions and financing, profitability, and balance sheets. When close to all 18 subfactors are flashing sell signals, it often means a bear market—defined as a 20% drop—is coming. Fortunately right now, only six of the 18 factors are flashing sell signals. “Our global Bear Market Checklist wants to buy this dip,” writes Robert Buckland, equity strategist at Citi.</p><p>For reference, the current number of sell signals is well below previous readings that preceded bear markets. In March of 2000, 17.5 of the factors indicated a sell, just before a bear market. In October of 2007, 13 signals showed sell just before a bear market.</p><p>Here’s a look at where the signals stand now. First, a few of the negative signals:</p><p>The first ominous sign is the yield curve. The 10-year Treasury yield is just 0.27 percentage points above the 2-year yield. That’s down from a 0.78 percentage point difference to start this year. The narrowing difference means that short-term yields have risen faster than longer-term yields. Currently, that reflects that higher inflation and interest rates today will damage economic demand.</p><p>The other noteworthy sell signal is analyst stock recommendations, which are too bullish for the moment. In fact, aggregate 2022 analyst earnings per share expectations for companies on the MSCI ACWI ETF have risen 2.6% year-to-date, according to FactSet. That’s partly because companies have largely beaten profit forecasts to start the year, and the exact impact of higher rates and inflation on future sales is hard for company analysts to quantify at this stage. So earnings estimates, in time, could come down.</p><p>But there are a host of other positive indicators, 12 of them to be exact. To be sure, the risks to the economy and earnings haven’t gone away, but they may be reflected in stock prices already. Meanwhile, data like improving flows of money into equity funds are signs that buyers are coming back into the market.</p><p>At the very least, it makes some sense to buy a few shares of companies here and there.</p></body></html>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Citi Says It’s Finally Time to Start Buying Stocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Citi Says It’s Finally Time to Start Buying Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-27 23:31 GMT+8 <a href=https://www.barrons.com/articles/time-to-buy-stock-market-dip-51653596326?mod=hp_LATEST><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It’s been a long slog this year for the plummeting stock market. Citigroup’s model that forecasts the chances that stocks will head into a bear market shows that the market looks like more of a buy ...</p>\n\n<a href=\"https://www.barrons.com/articles/time-to-buy-stock-market-dip-51653596326?mod=hp_LATEST\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.barrons.com/articles/time-to-buy-stock-market-dip-51653596326?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2238654869","content_text":"It’s been a long slog this year for the plummeting stock market. Citigroup’s model that forecasts the chances that stocks will head into a bear market shows that the market looks like more of a buy right now.The iShares MSCI ACWI exchange-traded fund (ACWI) has dropped about 14% this year, and for the same reasons the S&P 500 and Dow Jones Industrial Average have fallen as well: High inflation, made worse by commodity restrictions resulting from the Russia-Ukraine conflict, has hurt consumer demand; cost inflation has dented companies’ profit margins; central banks are tightening monetary policy to reduce inflation, moves that will further slow economic growth.These issues, which the market is still trying to come to terms with, have recently kept many on Wall Street from recommending stocks. Some market technicians, for instance, recently said the S&P 500 could fall another 10% or more even from its relatively low level.But the global equity strategists at Citi have a model, a “bear market checklist,” that currently says buying the market appears relatively safe right now. The model considers 18 subfactors within the broader categories of valuations, bond market indicters, investor sentiment, corporate decisions and financing, profitability, and balance sheets. When close to all 18 subfactors are flashing sell signals, it often means a bear market—defined as a 20% drop—is coming. Fortunately right now, only six of the 18 factors are flashing sell signals. “Our global Bear Market Checklist wants to buy this dip,” writes Robert Buckland, equity strategist at Citi.For reference, the current number of sell signals is well below previous readings that preceded bear markets. In March of 2000, 17.5 of the factors indicated a sell, just before a bear market. In October of 2007, 13 signals showed sell just before a bear market.Here’s a look at where the signals stand now. First, a few of the negative signals:The first ominous sign is the yield curve. The 10-year Treasury yield is just 0.27 percentage points above the 2-year yield. That’s down from a 0.78 percentage point difference to start this year. The narrowing difference means that short-term yields have risen faster than longer-term yields. Currently, that reflects that higher inflation and interest rates today will damage economic demand.The other noteworthy sell signal is analyst stock recommendations, which are too bullish for the moment. In fact, aggregate 2022 analyst earnings per share expectations for companies on the MSCI ACWI ETF have risen 2.6% year-to-date, according to FactSet. That’s partly because companies have largely beaten profit forecasts to start the year, and the exact impact of higher rates and inflation on future sales is hard for company analysts to quantify at this stage. So earnings estimates, in time, could come down.But there are a host of other positive indicators, 12 of them to be exact. To be sure, the risks to the economy and earnings haven’t gone away, but they may be reflected in stock prices already. Meanwhile, data like improving flows of money into equity funds are signs that buyers are coming back into the market.At the very least, it makes some sense to buy a few shares of companies here and there.","news_type":1},"isVote":1,"tweetType":1,"viewCount":22,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}
