mootaromama personal page - To The Moon

mootaromama

mootaromama

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2022-06-09

Wait a bit more to catch a better price...

Sorry, the original content has been removed

2022-06-06

Not time yet to go in now, good to monitor bla bit more before investing on this one.

Amazon Stock Looks Cheap Ahead of Share Split

2022-06-05

Finally a bit of optimism

NIO: The Ultimate Bottom Has Occurred

2021-06-18

Good stock to hold for at least mid term. Don't be affected by daily or weekly swing. Keep Calm and HODL On.

Alibaba Stock: The Bottoming Process Looks To Be Forming Already

2021-06-16

HODL ... the only route is Up!

NIO: Buy This Chinese EV Manufacturer While It's Still Cheap

2021-06-16

Like and comment, please.

Wall Street ends down as data spooks investors awaiting Fed report

2021-06-13

About time to soar higher

Global Semiconductor annual sales projected to increase 19.7% in 2021, 8.8% in 2022

2021-06-08

Meme to the ?

“Meme” stocks surged in morning trading

2021-06-07

Montley, you trying to fool us to let you get on the rocket at $20? Go push a tricycle or something.

Sorry, the original content has been removed

2021-05-26

Tiffany under LVHM... Can't wait to see what will happen next season!

For a day, Jeff Bezos wasn't the world's richest. Here's who was.

2021-05-18

Growth stock, no doubt. Join the party while it lasts

Sorry, the original content has been removed

2021-05-13

Temasek funds supporting Nio's EV parts production. I see glimpse of hope for FY22 although I'm down 40% now. Just HODL.

Sorry, the original content has been removed

2021-05-13

Change is constant. Just DYODD and trade safe.

Electric vehicle sector trades with Beijing shadow hanging over it

2021-05-12

Watch Ark movements.

A Month Into Spelling The Bull Case For Silvergate, Cathie Wood's Ark Invest Has Cut Stake In Bitcoin Play By 59%

2021-05-12

Fierce competition is always good. Let's stand at the sideline and watch this show.

Sorry, the original content has been removed

2021-05-08

I'm waiting for that too!

@ScarletHeart:Will it ever soar to its glorious old days again?

2021-05-08

Bull Doge to the moon ?

Dogecoin price’s ‘make-or-break’ moment looms with Elon Musk set to host ‘Saturday Night Live’

2021-05-08

Why think? Buy both!

Apple Vs. Tesla Stock: Which Is A Buy Now

2021-05-08

Watch list Naidu for sure!

Why Wait for a Crash to Invest? These 3 Top Stocks Are Already Down More Than 40%

2021-05-07

$MATEX INTERNATIONAL LIMITED(M15.SI)$Damn... still waiting!!!

Go to Tiger App to see more news

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W","content":"<div>\n<p>Story HighlightsAmazon stock is starting to pick up momentum heading into its 20-to-1 stock split. With a waning consumer and plenty of inflationary headwinds, could Amazon stock prove too cheap ahead...</p>\n\n<a href=\"https://www.tipranks.com/news/article/amazon-stock-looks-cheap-ahead-of-share-split/\">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>Amazon Stock Looks Cheap Ahead of Share Split</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\">\nAmazon Stock Looks Cheap Ahead of Share Split\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-06 11:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/amazon-stock-looks-cheap-ahead-of-share-split/><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Story HighlightsAmazon stock is starting to pick up momentum heading into its 20-to-1 stock split. With a waning consumer and plenty of inflationary headwinds, could Amazon stock prove too cheap ahead...</p>\n\n<a href=\"https://www.tipranks.com/news/article/amazon-stock-looks-cheap-ahead-of-share-split/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://www.tipranks.com/news/article/amazon-stock-looks-cheap-ahead-of-share-split/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185404677","content_text":"Story HighlightsAmazon stock is starting to pick up momentum heading into its 20-to-1 stock split. With a waning consumer and plenty of inflationary headwinds, could Amazon stock prove too cheap ahead of its big day?Amazon (AMZN) stock took a huge hit on the chin amid the market sell-off as retail stocks slid over fears of a potential consumer recession. Undoubtedly, the “roaring 20s” seems to have ground to a slowdown, with some fearful that an economic downturn could cause even more pain in the sinking retail stocks.Undoubtedly, the recent quarter Amazon dealt to investors was brutal. The company missed the mark and appeared to have overinvested in the face of a consumer slowdown.After shedding more than 42% of its value from peak to trough, many may question the firm’s ability to grow under the Andy Jassy era. Jassy may be in the early innings of his tenure, but it has not been an impressive start for the man who took AWS to the next level. Whether or not ex-CEO Jeff Bezos is inclined to return to the helm, Amazon’s growth days are likely far from over.Sure, the consumer hasn’t been as strong this earnings season. However, don’t group Amazon with other fallen FAANG stars like Netflix (NFLX) or Meta Platforms (FB), which are facing tremendous pressure on their business models. If anything, Amazon is navigating through temporary pressures that should subside once macro conditions normalize and consumers get ready to spend again.Many consumers likely have balance sheets that are more swollen than they were before pandemic-era lockdowns. I’d look for consumers to put that money to work in discretionaries once confidence has a chance to improve, perhaps after the worst of inflation is over with.As shares of the e-commerce behemoth heat up again, heading into its big 20-to-1 stock split scheduled for June 6, I remain incredibly bullish.Likewise, on TipRanks, AMZN receives a ‘Perfect 10’ Smart Score rating, indicating a high potential for the stock to outperform the broader market.Fallen FAANG Play Likeliest to Recover? My Pick Would be Amazon StockThough stock splits generate no value, they could incentivize smaller retail investors to give the fallen FAANG stock a second look. In essence, the move could shine a bright light on the undervaluation of a company that’s still firing on all cylinders.Amazon was the priciest FAANG stock heading into the brutal tech-focused market sell-off. Arguably, it still is, as it is trading near 60 times trailing earnings. That said, many of the headwinds facing the firm seem to be more transitory in nature. Most notably, the impact of inflation and labor pressures are not factors that will weigh down Amazon forever. Things could drastically improve on both fronts over coming quarters. There’s a chance that Amazon’s prominent profitability pressures may dissipate far quicker than expected.Inflationary headwinds have proven difficult for any retailer to dodge and weave past. However, the overinvestment in excess capacity exacerbated Amazon’s margin woes for its latest quarter. The company can’t point the finger at the macro environment for such a fumble.In any case, such overinvestment may be a part of its long-term plan to ramp up its “Buy with Prime” service for other retailers. The service aims to better compete with traditional logistics-service providers like FedEx (FDX) and UPS (UPS). Undoubtedly, such a service could grow to become yet another colossal segment for the firm.Such investments aren’t likely to be appreciated by investors anytime soon. Rate hikes are fuelling demand for nearer-term profitability prospects and hurting firms investing heavily in forward-looking growth initiatives.","news_type":1},"isVote":1,"tweetType":1,"viewCount":399,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9059442524,"gmtCreate":1654416855968,"gmtModify":1676535445321,"author":{"id":"3580330414173534","authorId":"3580330414173534","name":"mootaromama","avatar":"https://static.tigerbbs.com/bb145c21debe1e80b416fb6027863fd5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580330414173534","idStr":"3580330414173534"},"themes":[],"htmlText":"Finally a bit of optimism","listText":"Finally a bit of optimism","text":"Finally a bit of optimism","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9059442524","repostId":"2240727323","repostType":2,"repost":{"id":"2240727323","pubTimestamp":1654389620,"share":"https://ttm.financial/m/news/2240727323?lang=&edition=fundamental","pubTime":"2022-06-05 08:40","market":"us","language":"en","title":"NIO: The Ultimate Bottom Has Occurred","url":"https://stock-news.laohu8.com/highlight/detail?id=2240727323","media":"seekingalpha","summary":"SummaryNIO is scheduled to report its FQ1'22 earnings release on June 9. Investors are waiting for m","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>NIO is scheduled to report its FQ1&#39;22 earnings release on June 9. Investors are waiting for management&#39;s guidance on its outlook, given the massive disruption due to China&#39;s COVID lockdowns.</li><li>NIO&#39;s May 2022 delivery update also shows a marked improvement from April&#39;s numbers. It also highlighted robust order book visibility in May.</li><li>Our price action analysis suggests a double bottom bear trap formed in NIO stock in the May sell-off. Therefore, we are confident that its bottom has occurred.</li><li>We reiterate our Speculative Buy rating on NIO stock, with a near-term price target of $22 (an implied upside of 23%).</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a6f81e3209340c18a4b341ffae90707d\" tg-width=\"594\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/><span>Drew Angerer/Getty Images News</span></p><p><b>Investment Thesis</b></p><p>NIO Inc. (NYSE:NIO) is slated to report its FQ1&#39;22 earnings release on June 9, as investors anticipate the company&#39;s Q2 guidance given its recent May 2022 delivery update. We discussed in ourprevious article (Buy rating) that the market has already been looking forward to its H2&#39;22 recovery, despite facing significant challenges in April due to the onset of the COVID lockdowns.</p><p>NIO&#39;s May delivery numbers didn&#39;t impress. However, the company also emphasized that it will be ramping production from June, given the recent lifting of COVID lockdowns in China.</p><p>Furthermore, our price action analysis suggests a double bottom bear trap occurred in the May sell-off. Consequently, we are confident NIO stock could have staged a sustained reversal of its downward bias, leading to the potential recovery of its upward momentum.</p><p>Therefore, we reiterate our Speculative Buy rating on NIO stock. We urge investors to look forward and not backward as NIO continues to scale.</p><p><b>May Deliveries Indicate A Sign Of Bottoming</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c160afc2606abefe6cce0dd207c971b9\" tg-width=\"640\" tg-height=\"395\" referrerpolicy=\"no-referrer\"/><span>NIO deliveries by month (Company filings)</span></p><p>NIO delivered 7.02K of vehicles in May, up 4.6% YoY. Notably, it represented a 38.5% MoM increase from April. NIO also highlighted its optimism about improving its delivery cadence in June and accentuated significant order inflows in Shanghai in May. Therefore, we think investors can look forward to a strong outlook in June and urge investors to parse management&#39;s commentary in its upcoming Q1 call.</p><p>The Chinese EV market remains a critical industry for the Chinese economy. Therefore, it was reported in the local media that the Chinese government has been deliberating plans to extend NEV subsidies that are set to expire by the end of 2022. The carnage brought upon by the COVID lockdowns has been massive on the Chinese economy and consumer confidence. Therefore, we believe China is not keen for its critical NEV adoption momentum to slow down while the NEV makers ramp up to compensate for their production gaps in April and May.</p><p>The company has also been approved to sell its ES7, which should continue the strong momentum seen in its ET7. In addition, NIO&#39;s ET7 deliveries have already eclipsed its EC6, despite having started deliveries only in March. Therefore, we believe the new launches in H2&#39;22 could lift NIO&#39;s order book visibility through FY23 as it refreshes its line-up.</p><p><b>Estimates Suggest A H2&#39;22 Revival Is On Track</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/94c1c6b771f41d7e1b0e578cfb2968d0\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/><span>NIO revenue change % consensus estimates (S&amp;P Cap IQ)</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7a2d2852cc5ef33395d3f24107b40dc0\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/><span>NIO adjusted EBIT change % consensus estimates (S&amp;P Cap IQ)</span></p><p>The consensus estimates also suggest that NIO&#39;s revenue growth could reach its nadir in FQ1 before recovering remarkably through H2&#39;22. Furthermore, NIO is also charting its way towards adjusted EBIT profitability as it continues to scale.</p><p>As long as China&#39;s COVID crisis does not worsen further, we believe the re-rating in NIO stock could be on the horizon. Notwithstanding, the company must continue executing well to demonstrate its ability to grow rapidly and improve its underlying economics.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa987ea3fef271bda7685e30cb8416a0\" tg-width=\"640\" tg-height=\"395\" referrerpolicy=\"no-referrer\"/><span>NIO revenue change % and adjusted EBIT margins % consensus estimates (By FY) (S&amp;P Cap IQ)</span></p><p>On an FY basis, the company is expected to post revenue growth of 73.9% in FY22, down from FY21&#39;s 122.3%. However, investors should expect slower growth through FY23.</p><p>Notwithstanding, NIO should achieve adjusted EBIT breakeven in FY24 as it scales further. Given its underlying profitability, we have always regarded NIO as a speculative play, and we urge investors to consider our perspective.</p><p><b>Price Action Suggests A Double Bottom Bear Trap In May</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f9cd34df5e7b31c07693d1f5fae99ce7\" tg-width=\"640\" tg-height=\"340\" referrerpolicy=\"no-referrer\"/><span>NIO price chart (TradingView)</span></p><p>Our price action analysis indicates that a double bottom bear trap formed in NIO stock in May&#39;s sell-off. As a result, it has validated a potent downtrend reversal signal.</p><p>As a result, we are not surprised that NIO stock has rallied from its potent double bottom bear trap. Furthermore, it remains reasonably below its near-term resistance zone.</p><p>Therefore, we believe that our base case of a $22 near-term price target (PT) is achievable. Our bear case suggests a re-test of the near-term support of $13. But, we expect the bear trap to hold.</p><p><b>Is NIO Stock A Buy, Sell, Or Hold?</b></p><p>Admittedly our calls in NIO stock have been disappointing. We had previously omitted detailed price action analysis in NIO stock. However, we have reinstated the critical charting discipline from our previous article in our analysis.</p><p>Therefore, we are confident that NIO stock has formed its bottom, and investors can consider layering in. However, more conservative investors can await a potential re-test of its near-term support before adding exposure.</p><p>Our near-term PT of $22 implies a potential upside of 23%. However, we expect the stock to rally towards its intermediate resistance over the medium term.</p><p>Investors who need a higher margin of safety can consider watching for a re-test first (note there&#39;s no guarantee a re-test could occur). But, we think the risk/reward profile has improved significantly, given its constructive price action.</p><p>Therefore, <i>we reiterate our Speculative Buy rating on NIO stock</i>.</p><p><i>This article was written by JR Research</i></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>NIO: The Ultimate Bottom Has Occurred</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO: The Ultimate Bottom Has Occurred\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-05 08:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4516306-nio-the-ultimate-bottom-has-occurred><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryNIO is scheduled to report its FQ1'22 earnings release on June 9. Investors are waiting for management's guidance on its outlook, given the massive disruption due to China's COVID lockdowns.NIO...</p>\n\n<a href=\"https://seekingalpha.com/article/4516306-nio-the-ultimate-bottom-has-occurred\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09866":"蔚来-SW","NIO.SI":"蔚来","NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4516306-nio-the-ultimate-bottom-has-occurred","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2240727323","content_text":"SummaryNIO is scheduled to report its FQ1'22 earnings release on June 9. Investors are waiting for management's guidance on its outlook, given the massive disruption due to China's COVID lockdowns.NIO's May 2022 delivery update also shows a marked improvement from April's numbers. It also highlighted robust order book visibility in May.Our price action analysis suggests a double bottom bear trap formed in NIO stock in the May sell-off. Therefore, we are confident that its bottom has occurred.We reiterate our Speculative Buy rating on NIO stock, with a near-term price target of $22 (an implied upside of 23%).Drew Angerer/Getty Images NewsInvestment ThesisNIO Inc. (NYSE:NIO) is slated to report its FQ1'22 earnings release on June 9, as investors anticipate the company's Q2 guidance given its recent May 2022 delivery update. We discussed in ourprevious article (Buy rating) that the market has already been looking forward to its H2'22 recovery, despite facing significant challenges in April due to the onset of the COVID lockdowns.NIO's May delivery numbers didn't impress. However, the company also emphasized that it will be ramping production from June, given the recent lifting of COVID lockdowns in China.Furthermore, our price action analysis suggests a double bottom bear trap occurred in the May sell-off. Consequently, we are confident NIO stock could have staged a sustained reversal of its downward bias, leading to the potential recovery of its upward momentum.Therefore, we reiterate our Speculative Buy rating on NIO stock. We urge investors to look forward and not backward as NIO continues to scale.May Deliveries Indicate A Sign Of BottomingNIO deliveries by month (Company filings)NIO delivered 7.02K of vehicles in May, up 4.6% YoY. Notably, it represented a 38.5% MoM increase from April. NIO also highlighted its optimism about improving its delivery cadence in June and accentuated significant order inflows in Shanghai in May. Therefore, we think investors can look forward to a strong outlook in June and urge investors to parse management's commentary in its upcoming Q1 call.The Chinese EV market remains a critical industry for the Chinese economy. Therefore, it was reported in the local media that the Chinese government has been deliberating plans to extend NEV subsidies that are set to expire by the end of 2022. The carnage brought upon by the COVID lockdowns has been massive on the Chinese economy and consumer confidence. Therefore, we believe China is not keen for its critical NEV adoption momentum to slow down while the NEV makers ramp up to compensate for their production gaps in April and May.The company has also been approved to sell its ES7, which should continue the strong momentum seen in its ET7. In addition, NIO's ET7 deliveries have already eclipsed its EC6, despite having started deliveries only in March. Therefore, we believe the new launches in H2'22 could lift NIO's order book visibility through FY23 as it refreshes its line-up.Estimates Suggest A H2'22 Revival Is On TrackNIO revenue change % consensus estimates (S&P Cap IQ)NIO adjusted EBIT change % consensus estimates (S&P Cap IQ)The consensus estimates also suggest that NIO's revenue growth could reach its nadir in FQ1 before recovering remarkably through H2'22. Furthermore, NIO is also charting its way towards adjusted EBIT profitability as it continues to scale.As long as China's COVID crisis does not worsen further, we believe the re-rating in NIO stock could be on the horizon. Notwithstanding, the company must continue executing well to demonstrate its ability to grow rapidly and improve its underlying economics.NIO revenue change % and adjusted EBIT margins % consensus estimates (By FY) (S&P Cap IQ)On an FY basis, the company is expected to post revenue growth of 73.9% in FY22, down from FY21's 122.3%. However, investors should expect slower growth through FY23.Notwithstanding, NIO should achieve adjusted EBIT breakeven in FY24 as it scales further. Given its underlying profitability, we have always regarded NIO as a speculative play, and we urge investors to consider our perspective.Price Action Suggests A Double Bottom Bear Trap In MayNIO price chart (TradingView)Our price action analysis indicates that a double bottom bear trap formed in NIO stock in May's sell-off. As a result, it has validated a potent downtrend reversal signal.As a result, we are not surprised that NIO stock has rallied from its potent double bottom bear trap. Furthermore, it remains reasonably below its near-term resistance zone.Therefore, we believe that our base case of a $22 near-term price target (PT) is achievable. Our bear case suggests a re-test of the near-term support of $13. But, we expect the bear trap to hold.Is NIO Stock A Buy, Sell, Or Hold?Admittedly our calls in NIO stock have been disappointing. We had previously omitted detailed price action analysis in NIO stock. However, we have reinstated the critical charting discipline from our previous article in our analysis.Therefore, we are confident that NIO stock has formed its bottom, and investors can consider layering in. However, more conservative investors can await a potential re-test of its near-term support before adding exposure.Our near-term PT of $22 implies a potential upside of 23%. However, we expect the stock to rally towards its intermediate resistance over the medium term.Investors who need a higher margin of safety can consider watching for a re-test first (note there's no guarantee a re-test could occur). But, we think the risk/reward profile has improved significantly, given its constructive price action.Therefore, we reiterate our Speculative Buy rating on NIO stock.This article was written by JR Research","news_type":1},"isVote":1,"tweetType":1,"viewCount":208,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":166366820,"gmtCreate":1623992275660,"gmtModify":1703825968976,"author":{"id":"3580330414173534","authorId":"3580330414173534","name":"mootaromama","avatar":"https://static.tigerbbs.com/bb145c21debe1e80b416fb6027863fd5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580330414173534","idStr":"3580330414173534"},"themes":[],"htmlText":"Good stock to hold for at least mid term. Don't be affected by daily or weekly swing. Keep Calm and HODL On.","listText":"Good stock to hold for at least mid term. Don't be affected by daily or weekly swing. Keep Calm and HODL On.","text":"Good stock to hold for at least mid term. Don't be affected by daily or weekly swing. Keep Calm and HODL On.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/166366820","repostId":"1175693382","repostType":4,"repost":{"id":"1175693382","pubTimestamp":1623978463,"share":"https://ttm.financial/m/news/1175693382?lang=&edition=fundamental","pubTime":"2021-06-18 09:07","market":"hk","language":"en","title":"Alibaba Stock: The Bottoming Process Looks To Be Forming Already","url":"https://stock-news.laohu8.com/highlight/detail?id=1175693382","media":"seekingalpha","summary":"Alibaba is probably the most undervalued growth stock right now.The company’s multiple growth drivers within a rapidly expanding market made its valuations look even more baffling.The short term technical picture may be turning bullish with a potential double bottom price action signal.When we take things into clearer perspective by comparing China’s growth rate and size of its market to that of the U.S. e-commerce market, we could see the huge differences in their sizes and growth rates as the ","content":"<p><b>Summary</b></p>\n<ul>\n <li>Alibaba is probably the most undervalued growth stock right now.</li>\n <li>The company’s multiple growth drivers within a rapidly expanding market made its valuations look even more baffling.</li>\n <li>The short term technical picture may be turning bullish with a potential double bottom price action signal.</li>\n <li>We discuss the company’s multiple growth drivers and let investors judge for themselves.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/05e63c77d4f3f3dc3d618e43044638bb\" tg-width=\"768\" tg-height=\"512\"><span>Yongyuan Dai/iStock Unreleased via Getty Images</span></p>\n<p><b>The Technical Thesis</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7febf6ed056b0e3bc038321cdaad9b1c\" tg-width=\"1280\" tg-height=\"782\"><span>Source: TradingView</span></p>\n<p>Alibaba’s&nbsp;stock price has endured a terrible 8 months ever since its Ant Financial IPO was pulled in early Nov 20, with the stock languishing in the doldrums 34% off its high. When considering the health of its long term uptrend, it’s clear that BABA has a relatively strong uptrend bias and has generally been well supported along its key 50W MA. The only other time in the last 4 years that it lost its key 50W MA support level was during the 2018 bear market where BABA dropped about 40%, but was still well supported above the important 200W MA, which we usually consider as the “last line of defense”. Right now BABA is somewhat facing a similar situation again: down 34%, lost the 50W MA, but looks to be well supported above the 200W MA. In addition to that, one interesting observation in price action analysis may lead price action traders/investors to be especially bullish: a potential double bottom formation. BABA's price is seemingly going through a double bottom like it did during the 2018 bear market before it rallied strongly thereafter. As a result, BABA’s current level may offer a possible technical buy entry point now.</p>\n<p><b>BABA's Fundamental Thesis: Rapidly Expanding Growth Drivers</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eba49f5881708929949c30628eedc5d4\" tg-width=\"934\" tg-height=\"578\"><span>Annual GMV. Data source: Company filings</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a4d6c4ed3e2402f5af52b2dea8bab411\" tg-width=\"836\" tg-height=\"517\"><span>Annual e-commerce revenue. Data source: Company filings</span></p>\n<p>BABA’s GMV grew from 1.68T yuan to 7.49T yuan in just a matter of 7 years, which represented a CAGR of 23.8%, a truly amazing growth rate. We also saw its GMV growth being converted into revenue growth as its China commerce revenue grew from 7.67B yuan to 473.68B yuan, at a CAGR of 51% over the last 10 years. While its international footprint remains considerably smaller, it still grew at a CAGR of 30.42% over the last 10 years, which was by no means slow.</p>\n<p>Even though China’s e-commerce market is expected to grow considerably slower at a CAGR of 12.4% over the next three years, from 13.8T yuan, equivalent to $2.16T in 2021 to 19.6T yuan,equivalent to $3.06T by 2024, the massive size of the market still offers tremendous upside potential for BABA and its closest competitors to grow into.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ffe2dee43f267e1d1399c68e3ca60f36\" tg-width=\"600\" tg-height=\"371\"><span>E-commerce revenue in the U.S. Data source: Statista</span></p>\n<p>When we take things into clearer perspective by comparing China’s growth rate and size of its market to that of the U.S. e-commerce market, we could see the huge differences in their sizes and growth rates as the U.S. e-commerce market is only expected to grow at a CAGR of 4.67% from 2021 to 2025, which is significantly slower than China’s 12.4%. In addition, the U.S. market is also expected to reach about $563B in total revenue, which is 18% of what the China market is expected to be worth by then.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0d5a8d0d8a6a2dcdf667a6f33c6c9771\" tg-width=\"1280\" tg-height=\"702\"><span>Peers EBIT Margin and Projected EBIT Margin. Data source: S&amp;P Capital IQ</span></p>\n<p>Even though Alibaba has been facing increased competitive pressures from its fast growing key competitors: JD.com(NASDAQ:JD)and Pinduoduo(NASDAQ:PDD), BABA has already been operating a much more profitable business (both EBIT and FCF), and is expected to continue delivering strong profitability moving forward, which should give the company tremendous flexibility to compete head on with JD and PDD in its quest to extend its leadership. Investors may observe that BABA’s EBIT margin was affected by the one-off administrative penalty of $2,782M that was reflected in its SG&amp;A, and therefore skewed its EBIT margin to the downside.</p>\n<p>One important move was the company’s decision to further its investment in the Community Marketplace, which is PDD’s main e-commerce strategy that saw PDD gain a total of&nbsp;823M AAC&nbsp;in its latest quarter as compared to BABA’s 891M AAC. PDD’s AAC growth is truly phenomenal considering it had only&nbsp;100M AAC in Q2’C17&nbsp;as compared to BABA’s 466M AAC in the same period.</p>\n<p>Therefore, the momentum of growth has surely swung over to the Community Marketplace segment and BABA would need to pull out its big guns (which it has) to compete for dominance with PDD and JD.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3b83b69b08b1f4b11a26393c8e6eead5\" tg-width=\"600\" tg-height=\"371\"><span>Market size of community group buying in China. Data source: iiMedia Research</span></p>\n<p>Even though the expected total market size of 102B yuan by 2022 represented only about 21.5% of BABA’s FY 21 China commerce revenue, the expected rapid CAGR of 44.22% over 3 years from 2019 to 2022 cannot be missed by BABA. Although the market is still relatively small, BABA cannot allow the current leader in this market: PDD to so easily dominate and gobble up the early high growth rates at the ignorance of everyone else. Certainly BABA must compete and fight for its place in this segment and strive for early leadership to prevent PDD from extending its lead.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b97b2b4a8a182dc9846d8fb7e4039877\" tg-width=\"1280\" tg-height=\"770\"><span>PDD profitability metrics &amp; revenue growth forecast. Data source: S&amp;P Capital IQ</span></p>\n<p>We could observe from the above chart that PDD is expected to continue growing its revenue rapidly over the next few years, even though they are expected to normalize subsequently. More importantly, PDD is also expected to increasingly improve its EBIT and FCF profitability moving forward. This shows that the Community Marketplace segment is an highly important growth driver that BABA must use its strength to exploit in order to deny PDD’s claim to undisputed leadership so early on in the game.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3aadc32155b4108426a1a982e3b5b1c2\" tg-width=\"640\" tg-height=\"360\"><span>China public cloud spending. Source:China Internet Watch; Canalys</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1c1538b9f7bdc8d6d35a72d9acf8ecbc\" tg-width=\"600\" tg-height=\"371\"><span>Size of China public cloud market. Data source: CAICT; Sina.com.cn</span></p>\n<p>BABA has a 40% share in China’s public cloud market, way ahead of its key competitors. However, it’s important to note that despite this leadership, BABA is still in heavy investment mode to continue growing its market share as China’s public cloud market is expected to grow from 26.48B yuan in 2017 to 230.74B yuan by 2023, which would represent a CAGR of 43.4%, an incredibly stellar growth rate. This is especially clear when we compare China’s growth rate to the worldwide growth rate (see below) as public cloud spending worldwide is expected to grow from $145B in 2017 to $397B by 2022, that would represent a CAGR of 22.3%.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/06198c569504bc303c34563041dfb294\" tg-width=\"600\" tg-height=\"371\"><span>Worldwide public cloud spending. Data source: Gartner</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8482037f60575f964053ab732496bee3\" tg-width=\"1176\" tg-height=\"700\"><span>Worldwide public cloud market share. Source:CnTechPost; Gartner</span></p>\n<p>Therefore, I don’t find it surprising that Ali Cloud has continued to extend its lead over Alphabet’s(NASDAQ:GOOGL)(NASDAQ:GOOG)GCP with a market share of 9.5% in 2020. While AMZN remains the clear leader in the market, its market share has been coming down considerably as public cloud spending continues to expand, indicating that there is a huge potential for growth for multiple players to exist. With BABA’s leadership in the rapidly expanding Chinese market, I’m increasingly bullish on the future profit and FCF contribution from this segment to BABA’s performance over time. Although BABA’s cloud segment has not been EBIT profitable yet (FY 21 EBIT margin: -15%, FY 20 EBIT margin: -17.5%), it’s also useful to note that GCP has also not been profitable for Alphabet as well (FY 20 EBIT margin: -42.9%, FY 19 EBIT margin: -52%). Therefore, we need to give BABA some time to scale up its cloud services in APAC and in China where it is expected to have stronger leadership to allow it to grow faster and investors should expect this to be a highly profitable segment over time.</p>\n<p><b>BABA's Valuations Look Highly Compelling</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/62a087c4b3ef7efc2c5dde813e3b959d\" tg-width=\"1000\" tg-height=\"600\"><span>NTM TEV / EBIT 3Y range.</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b2605c0e5ad364a7a43929fef204595c\" tg-width=\"1280\" tg-height=\"687\"><span>EV / Fwd EBIT and EV / Fwd Rev trend. Data source: S&amp;P Capital IQ</span></p>\n<p>When we consider BABA's TEV / EBIT historical range, where the 3Y mean read 33.54x, BABA’s EV / Fwd EBIT trend certainly imply a hugely undervalued stock as BABA is still expected to grow its revenue and operating profits rapidly. However, as we wanted to obtain greater clarity over how its counterparts are also valued, we thought it would be useful if we value BABA’s EBIT over a set of benchmark companies that is presented below.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d27873e676dfb23c98d4a69aa5861e02\" tg-width=\"1280\" tg-height=\"1117\"><span>Peers EV / EBIT Valuations. Data source: S&amp;P Capital IQ</span></p>\n<p>By using a blend of historical and forward EBIT, we could see that BABA’s EV / EBIT really looks undervalued when compared to the median value of the set of observed values from the benchmark companies. We derived a fair value range for BABA of $294.98 at the midpoint of the range, that represented a potential upside of 40.5% based on the current stock price of $210.</p>\n<p><b>Risks to Assumptions</b></p>\n<p>Now, it’s obviously baffling to watch how Mr. Market has decided to discount BABA to such an extent as if the company has lost all its key sources of growth, when in fact there is still so much potential upside coming from its commerce segment, the new marketplace initiatives and its growing Ali Cloud segment, among others. The main realistic reason that we identified for the stock's underperformance would simply be regulatory risk. We think investors should acknowledge that this risk is very real and at times huge Chinese companies have found themselves to be subjected to extra scrutiny (which is nothing new in fact) by the Chinese government. What’s critical here is that the Chinese government seemingly has significant clout over the behavior and actions of their tech behemoths that at times may be largely unpredictable. The market certainly hates unpredictability and therefore they may have significantly discounted BABA as a result of that. If investors are not able to handle uncertainty with regard to potentially unpredictable regulatory actions and their aftermath, then BABA may not be appropriate for you. However, if you believe that this is just a blip in BABA’s long journey, then you would surely find BABA's valuations extremely attractive right now, coupled with a long term mindset.</p>\n<p><b>Wrapping It All Up</b></p>\n<p>Alibaba has continued to deliver solid results that demonstrated the strong capability of the company to execute well. As the company continues to operate within a market with so many growth drivers that are expected to drive the company’s future growth, investors should find the current valuations highly attractive.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba Stock: The Bottoming Process Looks To Be Forming Already</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 Stock: The Bottoming Process Looks To Be Forming Already\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-18 09:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4435297-alibaba-stock-bottoming-process-forming-buy-now><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nAlibaba is probably the most undervalued growth stock right now.\nThe company’s multiple growth drivers within a rapidly expanding market made its valuations look even more baffling.\nThe short...</p>\n\n<a href=\"https://seekingalpha.com/article/4435297-alibaba-stock-bottoming-process-forming-buy-now\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4435297-alibaba-stock-bottoming-process-forming-buy-now","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175693382","content_text":"Summary\n\nAlibaba is probably the most undervalued growth stock right now.\nThe company’s multiple growth drivers within a rapidly expanding market made its valuations look even more baffling.\nThe short term technical picture may be turning bullish with a potential double bottom price action signal.\nWe discuss the company’s multiple growth drivers and let investors judge for themselves.\n\nYongyuan Dai/iStock Unreleased via Getty Images\nThe Technical Thesis\nSource: TradingView\nAlibaba’s stock price has endured a terrible 8 months ever since its Ant Financial IPO was pulled in early Nov 20, with the stock languishing in the doldrums 34% off its high. When considering the health of its long term uptrend, it’s clear that BABA has a relatively strong uptrend bias and has generally been well supported along its key 50W MA. The only other time in the last 4 years that it lost its key 50W MA support level was during the 2018 bear market where BABA dropped about 40%, but was still well supported above the important 200W MA, which we usually consider as the “last line of defense”. Right now BABA is somewhat facing a similar situation again: down 34%, lost the 50W MA, but looks to be well supported above the 200W MA. In addition to that, one interesting observation in price action analysis may lead price action traders/investors to be especially bullish: a potential double bottom formation. BABA's price is seemingly going through a double bottom like it did during the 2018 bear market before it rallied strongly thereafter. As a result, BABA’s current level may offer a possible technical buy entry point now.\nBABA's Fundamental Thesis: Rapidly Expanding Growth Drivers\nAnnual GMV. Data source: Company filings\nAnnual e-commerce revenue. Data source: Company filings\nBABA’s GMV grew from 1.68T yuan to 7.49T yuan in just a matter of 7 years, which represented a CAGR of 23.8%, a truly amazing growth rate. We also saw its GMV growth being converted into revenue growth as its China commerce revenue grew from 7.67B yuan to 473.68B yuan, at a CAGR of 51% over the last 10 years. While its international footprint remains considerably smaller, it still grew at a CAGR of 30.42% over the last 10 years, which was by no means slow.\nEven though China’s e-commerce market is expected to grow considerably slower at a CAGR of 12.4% over the next three years, from 13.8T yuan, equivalent to $2.16T in 2021 to 19.6T yuan,equivalent to $3.06T by 2024, the massive size of the market still offers tremendous upside potential for BABA and its closest competitors to grow into.\nE-commerce revenue in the U.S. Data source: Statista\nWhen we take things into clearer perspective by comparing China’s growth rate and size of its market to that of the U.S. e-commerce market, we could see the huge differences in their sizes and growth rates as the U.S. e-commerce market is only expected to grow at a CAGR of 4.67% from 2021 to 2025, which is significantly slower than China’s 12.4%. In addition, the U.S. market is also expected to reach about $563B in total revenue, which is 18% of what the China market is expected to be worth by then.\nPeers EBIT Margin and Projected EBIT Margin. Data source: S&P Capital IQ\nEven though Alibaba has been facing increased competitive pressures from its fast growing key competitors: JD.com(NASDAQ:JD)and Pinduoduo(NASDAQ:PDD), BABA has already been operating a much more profitable business (both EBIT and FCF), and is expected to continue delivering strong profitability moving forward, which should give the company tremendous flexibility to compete head on with JD and PDD in its quest to extend its leadership. Investors may observe that BABA’s EBIT margin was affected by the one-off administrative penalty of $2,782M that was reflected in its SG&A, and therefore skewed its EBIT margin to the downside.\nOne important move was the company’s decision to further its investment in the Community Marketplace, which is PDD’s main e-commerce strategy that saw PDD gain a total of 823M AAC in its latest quarter as compared to BABA’s 891M AAC. PDD’s AAC growth is truly phenomenal considering it had only 100M AAC in Q2’C17 as compared to BABA’s 466M AAC in the same period.\nTherefore, the momentum of growth has surely swung over to the Community Marketplace segment and BABA would need to pull out its big guns (which it has) to compete for dominance with PDD and JD.\nMarket size of community group buying in China. Data source: iiMedia Research\nEven though the expected total market size of 102B yuan by 2022 represented only about 21.5% of BABA’s FY 21 China commerce revenue, the expected rapid CAGR of 44.22% over 3 years from 2019 to 2022 cannot be missed by BABA. Although the market is still relatively small, BABA cannot allow the current leader in this market: PDD to so easily dominate and gobble up the early high growth rates at the ignorance of everyone else. Certainly BABA must compete and fight for its place in this segment and strive for early leadership to prevent PDD from extending its lead.\nPDD profitability metrics & revenue growth forecast. Data source: S&P Capital IQ\nWe could observe from the above chart that PDD is expected to continue growing its revenue rapidly over the next few years, even though they are expected to normalize subsequently. More importantly, PDD is also expected to increasingly improve its EBIT and FCF profitability moving forward. This shows that the Community Marketplace segment is an highly important growth driver that BABA must use its strength to exploit in order to deny PDD’s claim to undisputed leadership so early on in the game.\nChina public cloud spending. Source:China Internet Watch; Canalys\nSize of China public cloud market. Data source: CAICT; Sina.com.cn\nBABA has a 40% share in China’s public cloud market, way ahead of its key competitors. However, it’s important to note that despite this leadership, BABA is still in heavy investment mode to continue growing its market share as China’s public cloud market is expected to grow from 26.48B yuan in 2017 to 230.74B yuan by 2023, which would represent a CAGR of 43.4%, an incredibly stellar growth rate. This is especially clear when we compare China’s growth rate to the worldwide growth rate (see below) as public cloud spending worldwide is expected to grow from $145B in 2017 to $397B by 2022, that would represent a CAGR of 22.3%.\nWorldwide public cloud spending. Data source: Gartner\nWorldwide public cloud market share. Source:CnTechPost; Gartner\nTherefore, I don’t find it surprising that Ali Cloud has continued to extend its lead over Alphabet’s(NASDAQ:GOOGL)(NASDAQ:GOOG)GCP with a market share of 9.5% in 2020. While AMZN remains the clear leader in the market, its market share has been coming down considerably as public cloud spending continues to expand, indicating that there is a huge potential for growth for multiple players to exist. With BABA’s leadership in the rapidly expanding Chinese market, I’m increasingly bullish on the future profit and FCF contribution from this segment to BABA’s performance over time. Although BABA’s cloud segment has not been EBIT profitable yet (FY 21 EBIT margin: -15%, FY 20 EBIT margin: -17.5%), it’s also useful to note that GCP has also not been profitable for Alphabet as well (FY 20 EBIT margin: -42.9%, FY 19 EBIT margin: -52%). Therefore, we need to give BABA some time to scale up its cloud services in APAC and in China where it is expected to have stronger leadership to allow it to grow faster and investors should expect this to be a highly profitable segment over time.\nBABA's Valuations Look Highly Compelling\nNTM TEV / EBIT 3Y range.\nEV / Fwd EBIT and EV / Fwd Rev trend. Data source: S&P Capital IQ\nWhen we consider BABA's TEV / EBIT historical range, where the 3Y mean read 33.54x, BABA’s EV / Fwd EBIT trend certainly imply a hugely undervalued stock as BABA is still expected to grow its revenue and operating profits rapidly. However, as we wanted to obtain greater clarity over how its counterparts are also valued, we thought it would be useful if we value BABA’s EBIT over a set of benchmark companies that is presented below.\nPeers EV / EBIT Valuations. Data source: S&P Capital IQ\nBy using a blend of historical and forward EBIT, we could see that BABA’s EV / EBIT really looks undervalued when compared to the median value of the set of observed values from the benchmark companies. We derived a fair value range for BABA of $294.98 at the midpoint of the range, that represented a potential upside of 40.5% based on the current stock price of $210.\nRisks to Assumptions\nNow, it’s obviously baffling to watch how Mr. Market has decided to discount BABA to such an extent as if the company has lost all its key sources of growth, when in fact there is still so much potential upside coming from its commerce segment, the new marketplace initiatives and its growing Ali Cloud segment, among others. The main realistic reason that we identified for the stock's underperformance would simply be regulatory risk. We think investors should acknowledge that this risk is very real and at times huge Chinese companies have found themselves to be subjected to extra scrutiny (which is nothing new in fact) by the Chinese government. What’s critical here is that the Chinese government seemingly has significant clout over the behavior and actions of their tech behemoths that at times may be largely unpredictable. The market certainly hates unpredictability and therefore they may have significantly discounted BABA as a result of that. If investors are not able to handle uncertainty with regard to potentially unpredictable regulatory actions and their aftermath, then BABA may not be appropriate for you. However, if you believe that this is just a blip in BABA’s long journey, then you would surely find BABA's valuations extremely attractive right now, coupled with a long term mindset.\nWrapping It All Up\nAlibaba has continued to deliver solid results that demonstrated the strong capability of the company to execute well. As the company continues to operate within a market with so many growth drivers that are expected to drive the company’s future growth, investors should find the current valuations highly attractive.","news_type":1},"isVote":1,"tweetType":1,"viewCount":355,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":169117590,"gmtCreate":1623821496510,"gmtModify":1703820529093,"author":{"id":"3580330414173534","authorId":"3580330414173534","name":"mootaromama","avatar":"https://static.tigerbbs.com/bb145c21debe1e80b416fb6027863fd5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580330414173534","idStr":"3580330414173534"},"themes":[],"htmlText":"HODL ... the&nbsp;only route is Up!&nbsp;","listText":"HODL ... the&nbsp;only route is Up!&nbsp;","text":"HODL ... the only route is Up!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/169117590","repostId":"1146386859","repostType":2,"repost":{"id":"1146386859","pubTimestamp":1623417074,"share":"https://ttm.financial/m/news/1146386859?lang=&edition=fundamental","pubTime":"2021-06-11 21:11","market":"us","language":"en","title":"NIO: Buy This Chinese EV Manufacturer While It's Still Cheap","url":"https://stock-news.laohu8.com/highlight/detail?id=1146386859","media":"seekingalpha","summary":"NIO is a dominant EV manufacturer in the electric SUV segment in China.Despite competing in the luxurious SUV segment, its cars are more affordable in comparison to the cars of its peers such as Tesla.As the Chinese EV market will continue to aggressively expand in the upcoming years, we believe that NIO has all the chances to create additional shareholder value in the future.Founded in 2014, NIO is an electric vehicle manufacturer that's headquartered in Shanghai, China. The company mostly spec","content":"<p><b>Summary</b></p>\n<ul>\n <li>NIO is a dominant EV manufacturer in the electric SUV segment in China.</li>\n <li>Despite competing in the luxurious SUV segment, its cars are more affordable in comparison to the cars of its peers such as Tesla.</li>\n <li>As the Chinese EV market will continue to aggressively expand in the upcoming years, we believe that NIO has all the chances to create additional shareholder value in the future.</li>\n</ul>\n<p>NIO(NYSE:NIO)is a dominant EV manufacturer in the electric SUV segment in China. It has been constantly increasing its deliveries every quarter, its revenues have been growing at a triple-digit rate in recent years, and despite competing in the luxurious SUV segment, its cars are more affordable in comparison to the cars of its peers such as Tesla(NASDAQ:TSLA). While NIO's stock has depreciated last month, there's every reason to believe that its growth story is far from over, as the Chinese EV market will continue to aggressively expand in the upcoming years and the penetration of electric vehicles on its roads is only going to increase. Considering this, the company has all the chances to create additional shareholder value in the long run.</p>\n<p><b>Dominating the Chinese Market</b></p>\n<p>Founded in 2014, NIO is an electric vehicle manufacturer that's headquartered in Shanghai, China. The company mostly specializes in the development of luxurious electric SUVs and just likeXPeng(XPEV), it manufactures and sells its cars online and through its showrooms across China. In addition, NIO also offers various energy-related solutions such as home charging stations, mobile charging services, and others to its customers.</p>\n<p>In recent years, the company has been aggressively growing, as the deliveries of its cars have been steadily increasing quarter after quarter, which led to the appreciation of its stock. However, due to the overall market selloff last month, NIO's stock along with stocks of other EV manufacturers such as XPeng, Tesla, and Li Auto (LI) evaporated most of its YTD gains and are currently underperforming the S&amp;P 500 Index.</p>\n<p><img src=\"https://static.tigerbbs.com/23b2ed509a529a876c423f3e9426be3f\" tg-width=\"1280\" tg-height=\"443\" referrerpolicy=\"no-referrer\"></p>\n<p><i>Chart: Seeking Alpha</i></p>\n<p>Despite this, there's every reason to believe that NIO's stock will recover, as the company's successful performance in Q1 shows that its growth story is far from over. InQ1alone NIO beat the Street expectations by $160 million and generated $1.22 billion in revenues, which represents an increase of 481.8% Y/Y. In addition, the company's gross profit was $237.3 million, while its vehicle margin was 21.2% against -7.4% a year ago. During the period, NIO has also improved its bottom-line performance, as its net loss was only $68.8 million, and despite the chip shortages and the Chinese New Year its deliveries have also increased by 422.7% Y/Y and by 15.6% Q/Q to 20,060.</p>\n<p>One of the best things about NIO is that it already has a dominant position in the Chinese EV industry and it also has a solid balance sheet, as its cash reserves at the end of Q1stoodat $7.2 billion, while it had only $1.59 billion in long-term debt. As a result, it can easily reinvest its resources back into the business to drive growth and establish an even stronger foothold in its home market without worrying too much about the current losses.</p>\n<p>On top of that, while some might say that by trading at a price-to-salesratioof ~13x NIO is overvalued, the reality is that its momentum is not slowing down and there's every reason to believe that the growth story is far from over. Considering that even at the market cap of ~$70 billion NIO still trades below the Streetconsensusprice of $59.24 per share, it's safe to assume that the upside is still there, especially since the current forecasts suggest that the company will increase its revenues from $2.49 billion in FY20 to $8.81 billion in FY22.</p>\n<p><img src=\"https://static.tigerbbs.com/71905e5a90565b6a7e8864b3f6b0c226\" tg-width=\"883\" tg-height=\"382\" referrerpolicy=\"no-referrer\"></p>\n<p><i>Source: Seeking Alpha</i></p>\n<p>At this stage, the major competitor of NIO's flagship SUVES8is Tesla's Model X. However, there are several reasons to believe that the ES8 is a more attractive car in comparison to the Model X, and as a result, NIO has all the opportunities to outsell its competitor in China in the long run. First of all, the ES8 has more legroom and headroom than the Model X, it also has a luxurious interior, and it comes with three different battery packages that could last from 415 kilometers to 580 kilometers on a single charge.</p>\n<p>All of the ES8 SUVs include a proprietary operating system, have advanced navigation software, and most importantly cost ~$70,000 per vehicle in China, which is below the cost of Tesla's Model X, which comes at a price tag of ~$110,000 per vehicle in the region. We believe that this pricing advantage will undoubtedly help NIO to outsell Tesla in the SUV segment, especially since its cars now could bepurchasedat a discount thanks to the new Chinese subsidy program.</p>\n<p>Another uniqueness of NIO is its battery as a service business model, which allows its customers to swap their batteries in various swapping stations around China if they don't want to charge their cars or are in a hurry. After recently deploying the second version of its Power Swap stations, the swapping of batteries is now done in under three minutes, which is the same as refueling a traditional ICE car, and a single station now could perform up to 312 battery swaps in a single day. NIO now has a network of charging stations across all of China and if the solid-state batteries won't be available by the end of the decade at scale, then the idea of swapping batteries on the go will remain a viable business model in the long run.</p>\n<p>Going forward, NIO plans to accelerate its deliveries this month in order to meet its Q2 goal of delivering 21,000 to 22,000 vehicles, which represents a growth of 103% Y/Y to 113% Y/Y and plans to generate $1.24 to $1.29 billion in revenues during the period. Despite the semiconductor shortages, NIO already managed to increase its deliveries in April and May to 7,102 vehicles and 6,711 vehicles, respectively, which represents a growth of 125% Y/Y and 95.3% Y/Y, respectively. On top of that, NIO is also on track to deliver 90,000 to 100,000 vehicles this year.</p>\n<p>Considering this, there's every reason to believe that NIO will continue to be a dominant player in the Chinese EV market and a leader of the luxury EV segment in the region. While the company doesn't have an infrastructure outside China, we don't think that's a downside at all since China is the biggest EV market in the world that's constantly growing and NIO has better chances of creating shareholder value there than abroad. For that reason, we believe that NIO's growth story is far from over and it's likely that as long as its deliveries increase with every quarter, its stock will be rising in value in the long run.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NIO: Buy This Chinese EV Manufacturer While It's Still Cheap</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO: Buy This Chinese EV Manufacturer While It's Still Cheap\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-11 21:11 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4434085-nio-buy-this-chinese-ev-manufacturer-while-its-still-cheap><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nNIO is a dominant EV manufacturer in the electric SUV segment in China.\nDespite competing in the luxurious SUV segment, its cars are more affordable in comparison to the cars of its peers ...</p>\n\n<a href=\"https://seekingalpha.com/article/4434085-nio-buy-this-chinese-ev-manufacturer-while-its-still-cheap\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4434085-nio-buy-this-chinese-ev-manufacturer-while-its-still-cheap","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1146386859","content_text":"Summary\n\nNIO is a dominant EV manufacturer in the electric SUV segment in China.\nDespite competing in the luxurious SUV segment, its cars are more affordable in comparison to the cars of its peers such as Tesla.\nAs the Chinese EV market will continue to aggressively expand in the upcoming years, we believe that NIO has all the chances to create additional shareholder value in the future.\n\nNIO(NYSE:NIO)is a dominant EV manufacturer in the electric SUV segment in China. It has been constantly increasing its deliveries every quarter, its revenues have been growing at a triple-digit rate in recent years, and despite competing in the luxurious SUV segment, its cars are more affordable in comparison to the cars of its peers such as Tesla(NASDAQ:TSLA). While NIO's stock has depreciated last month, there's every reason to believe that its growth story is far from over, as the Chinese EV market will continue to aggressively expand in the upcoming years and the penetration of electric vehicles on its roads is only going to increase. Considering this, the company has all the chances to create additional shareholder value in the long run.\nDominating the Chinese Market\nFounded in 2014, NIO is an electric vehicle manufacturer that's headquartered in Shanghai, China. The company mostly specializes in the development of luxurious electric SUVs and just likeXPeng(XPEV), it manufactures and sells its cars online and through its showrooms across China. In addition, NIO also offers various energy-related solutions such as home charging stations, mobile charging services, and others to its customers.\nIn recent years, the company has been aggressively growing, as the deliveries of its cars have been steadily increasing quarter after quarter, which led to the appreciation of its stock. However, due to the overall market selloff last month, NIO's stock along with stocks of other EV manufacturers such as XPeng, Tesla, and Li Auto (LI) evaporated most of its YTD gains and are currently underperforming the S&P 500 Index.\n\nChart: Seeking Alpha\nDespite this, there's every reason to believe that NIO's stock will recover, as the company's successful performance in Q1 shows that its growth story is far from over. InQ1alone NIO beat the Street expectations by $160 million and generated $1.22 billion in revenues, which represents an increase of 481.8% Y/Y. In addition, the company's gross profit was $237.3 million, while its vehicle margin was 21.2% against -7.4% a year ago. During the period, NIO has also improved its bottom-line performance, as its net loss was only $68.8 million, and despite the chip shortages and the Chinese New Year its deliveries have also increased by 422.7% Y/Y and by 15.6% Q/Q to 20,060.\nOne of the best things about NIO is that it already has a dominant position in the Chinese EV industry and it also has a solid balance sheet, as its cash reserves at the end of Q1stoodat $7.2 billion, while it had only $1.59 billion in long-term debt. As a result, it can easily reinvest its resources back into the business to drive growth and establish an even stronger foothold in its home market without worrying too much about the current losses.\nOn top of that, while some might say that by trading at a price-to-salesratioof ~13x NIO is overvalued, the reality is that its momentum is not slowing down and there's every reason to believe that the growth story is far from over. Considering that even at the market cap of ~$70 billion NIO still trades below the Streetconsensusprice of $59.24 per share, it's safe to assume that the upside is still there, especially since the current forecasts suggest that the company will increase its revenues from $2.49 billion in FY20 to $8.81 billion in FY22.\n\nSource: Seeking Alpha\nAt this stage, the major competitor of NIO's flagship SUVES8is Tesla's Model X. However, there are several reasons to believe that the ES8 is a more attractive car in comparison to the Model X, and as a result, NIO has all the opportunities to outsell its competitor in China in the long run. First of all, the ES8 has more legroom and headroom than the Model X, it also has a luxurious interior, and it comes with three different battery packages that could last from 415 kilometers to 580 kilometers on a single charge.\nAll of the ES8 SUVs include a proprietary operating system, have advanced navigation software, and most importantly cost ~$70,000 per vehicle in China, which is below the cost of Tesla's Model X, which comes at a price tag of ~$110,000 per vehicle in the region. We believe that this pricing advantage will undoubtedly help NIO to outsell Tesla in the SUV segment, especially since its cars now could bepurchasedat a discount thanks to the new Chinese subsidy program.\nAnother uniqueness of NIO is its battery as a service business model, which allows its customers to swap their batteries in various swapping stations around China if they don't want to charge their cars or are in a hurry. After recently deploying the second version of its Power Swap stations, the swapping of batteries is now done in under three minutes, which is the same as refueling a traditional ICE car, and a single station now could perform up to 312 battery swaps in a single day. NIO now has a network of charging stations across all of China and if the solid-state batteries won't be available by the end of the decade at scale, then the idea of swapping batteries on the go will remain a viable business model in the long run.\nGoing forward, NIO plans to accelerate its deliveries this month in order to meet its Q2 goal of delivering 21,000 to 22,000 vehicles, which represents a growth of 103% Y/Y to 113% Y/Y and plans to generate $1.24 to $1.29 billion in revenues during the period. Despite the semiconductor shortages, NIO already managed to increase its deliveries in April and May to 7,102 vehicles and 6,711 vehicles, respectively, which represents a growth of 125% Y/Y and 95.3% Y/Y, respectively. On top of that, NIO is also on track to deliver 90,000 to 100,000 vehicles this year.\nConsidering this, there's every reason to believe that NIO will continue to be a dominant player in the Chinese EV market and a leader of the luxury EV segment in the region. While the company doesn't have an infrastructure outside China, we don't think that's a downside at all since China is the biggest EV market in the world that's constantly growing and NIO has better chances of creating shareholder value there than abroad. For that reason, we believe that NIO's growth story is far from over and it's likely that as long as its deliveries increase with every quarter, its stock will be rising in value in the long run.","news_type":1},"isVote":1,"tweetType":1,"viewCount":416,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":169110433,"gmtCreate":1623821079822,"gmtModify":1703820515573,"author":{"id":"3580330414173534","authorId":"3580330414173534","name":"mootaromama","avatar":"https://static.tigerbbs.com/bb145c21debe1e80b416fb6027863fd5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580330414173534","idStr":"3580330414173534"},"themes":[],"htmlText":"Like and comment, please.","listText":"Like and comment, please.","text":"Like and comment, please.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/169110433","repostId":"2143680537","repostType":4,"repost":{"id":"2143680537","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1623797252,"share":"https://ttm.financial/m/news/2143680537?lang=&edition=fundamental","pubTime":"2021-06-16 06:47","market":"us","language":"en","title":"Wall Street ends down as data spooks investors awaiting Fed report","url":"https://stock-news.laohu8.com/highlight/detail?id=2143680537","media":"Reuters","summary":"Wall Street’s main indices closed lower on Tuesday as data showing stronger inflation and weaker U.S. retail sales in May spooked already-jittery investors awaiting the results of the Federal Reserve’s latest policy meeting.Assurance from the Fed that rising prices are transitory and falling U.S. Treasury yields have helped ease some concerns over inflation and supported U.S. stocks in recent weeks. All eyes are now on the central bank’s statement at the end of its two-day policy meeting on Wedn","content":"<p>Wall Street’s main indices closed lower on Tuesday as data showing stronger inflation and weaker U.S. retail sales in May spooked already-jittery investors awaiting the results of the Federal Reserve’s latest policy meeting.</p>\n<p>Assurance from the Fed that rising prices are transitory and falling U.S. Treasury yields have helped ease some concerns over inflation and supported U.S. stocks in recent weeks. All eyes are now on the central bank’s statement at the end of its two-day policy meeting on Wednesday.</p>\n<p>Data showed an acceleration in producer prices last month as supply chains struggled to meet demand unleashed by the reopening of the economy. A separate report showed U.S. retail sales dropped more than expected in May.</p>\n<p>“There was a bit of a reaction to the economic data we got, which, for the most part, shows that the economy is starting to wean itself off stimulus, the recovery is slowing down a little, and inflation is continuing to grow,” said Ed Moya, senior market analyst for the Americas at OANDA.</p>\n<p>“We’re seeing some very modest weakness, and it’ll be choppy leading up to the Fed decision. Right now, the Fed is probably in a position to show they are thinking about tapering, but they’re still a long way from actually doing it.”</p>\n<p>The Fed is likely to announce in August or September a strategy for reducing its massive bond buying program, but will not start cutting monthly purchases until early next year, a Reuters poll of economists found.</p>\n<p>The benchmark S&amp;P 500, the blue-chip Dow Jones and the tech-focused Nasdaq have risen 13%, 12.1% and 9.2% respectively so far this year, largely driven by optimism about an economic reopening.</p>\n<p>However, the S&amp;P 500 has been broadly stuck within a range, despite recording its 29th record-high finish of 2021 on Monday, versus 33 for all of last year.</p>\n<p>The Dow Jones Industrial Average fell 94.42 points, or 0.27%, to 34,299.33, the S&amp;P 500 lost 8.56 points, or 0.20%, to 4,246.59 and the Nasdaq Composite dropped 101.29 points, or 0.71%, to 14,072.86.</p>\n<p>Seven of the 11 major S&amp;P sectors slipped. Among them was communication services, which ended 0.5% lower, having hit a record intraday high earlier in the session.</p>\n<p>The largest gainer was the energy index, which rose 2.1% on oil prices hitting multi-year highs on a positive demand outlook. Exxon Mobil Corp had its best day since Mar. 5, jumping 3.6%. [O/R]</p>\n<p>In corporate news, Boeing Co gained 0.6% after the United States and the European Union agreed on a truce in their 17-year conflict over aircraft subsidies involving the planemaker and its rival Airbus.</p>\n<p>Having slumped 19% on Monday, Lordstown Motors Corp shares rebounded 11.3% after comments from the electric truck manufacturer’s president on orders.</p>\n<p>Volume on U.S. exchanges was 9.98 billion shares, compared with the 10.58 billion average over the last 20 trading days.</p>\n<p>The S&amp;P 500 posted 36 new 52-week highs and 1 new lows; the Nasdaq Composite recorded 87 new highs and 21 new lows.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall Street ends down as data spooks investors awaiting Fed report</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\">\nWall Street ends down as data spooks investors awaiting Fed report\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-06-16 06:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Wall Street’s main indices closed lower on Tuesday as data showing stronger inflation and weaker U.S. retail sales in May spooked already-jittery investors awaiting the results of the Federal Reserve’s latest policy meeting.</p>\n<p>Assurance from the Fed that rising prices are transitory and falling U.S. Treasury yields have helped ease some concerns over inflation and supported U.S. stocks in recent weeks. All eyes are now on the central bank’s statement at the end of its two-day policy meeting on Wednesday.</p>\n<p>Data showed an acceleration in producer prices last month as supply chains struggled to meet demand unleashed by the reopening of the economy. A separate report showed U.S. retail sales dropped more than expected in May.</p>\n<p>“There was a bit of a reaction to the economic data we got, which, for the most part, shows that the economy is starting to wean itself off stimulus, the recovery is slowing down a little, and inflation is continuing to grow,” said Ed Moya, senior market analyst for the Americas at OANDA.</p>\n<p>“We’re seeing some very modest weakness, and it’ll be choppy leading up to the Fed decision. Right now, the Fed is probably in a position to show they are thinking about tapering, but they’re still a long way from actually doing it.”</p>\n<p>The Fed is likely to announce in August or September a strategy for reducing its massive bond buying program, but will not start cutting monthly purchases until early next year, a Reuters poll of economists found.</p>\n<p>The benchmark S&amp;P 500, the blue-chip Dow Jones and the tech-focused Nasdaq have risen 13%, 12.1% and 9.2% respectively so far this year, largely driven by optimism about an economic reopening.</p>\n<p>However, the S&amp;P 500 has been broadly stuck within a range, despite recording its 29th record-high finish of 2021 on Monday, versus 33 for all of last year.</p>\n<p>The Dow Jones Industrial Average fell 94.42 points, or 0.27%, to 34,299.33, the S&amp;P 500 lost 8.56 points, or 0.20%, to 4,246.59 and the Nasdaq Composite dropped 101.29 points, or 0.71%, to 14,072.86.</p>\n<p>Seven of the 11 major S&amp;P sectors slipped. Among them was communication services, which ended 0.5% lower, having hit a record intraday high earlier in the session.</p>\n<p>The largest gainer was the energy index, which rose 2.1% on oil prices hitting multi-year highs on a positive demand outlook. Exxon Mobil Corp had its best day since Mar. 5, jumping 3.6%. [O/R]</p>\n<p>In corporate news, Boeing Co gained 0.6% after the United States and the European Union agreed on a truce in their 17-year conflict over aircraft subsidies involving the planemaker and its rival Airbus.</p>\n<p>Having slumped 19% on Monday, Lordstown Motors Corp shares rebounded 11.3% after comments from the electric truck manufacturer’s president on orders.</p>\n<p>Volume on U.S. exchanges was 9.98 billion shares, compared with the 10.58 billion average over the last 20 trading days.</p>\n<p>The S&amp;P 500 posted 36 new 52-week highs and 1 new lows; the Nasdaq Composite recorded 87 new highs and 21 new lows.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","OEF":"标普100指数ETF-iShares","DXD":"道指两倍做空ETF","QLD":"纳指两倍做多ETF","IVV":"标普500指数ETF","TQQQ":"纳指三倍做多ETF","DJX":"1/100道琼斯","SDOW":"道指三倍做空ETF-ProShares","PSQ":"纳指反向ETF","DDM":"道指两倍做多ETF","SDS":"两倍做空标普500ETF","UPRO":"三倍做多标普500ETF","UDOW":"道指三倍做多ETF-ProShares","QQQ":"纳指100ETF","DOG":"道指反向ETF","SSO":"两倍做多标普500ETF","QID":"纳指两倍做空ETF","SH":"标普500反向ETF",".DJI":"道琼斯","SPXU":"三倍做空标普500ETF",".IXIC":"NASDAQ Composite","SQQQ":"纳指三倍做空ETF",".SPX":"S&P 500 Index","OEX":"标普100","BA":"波音"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2143680537","content_text":"Wall Street’s main indices closed lower on Tuesday as data showing stronger inflation and weaker U.S. retail sales in May spooked already-jittery investors awaiting the results of the Federal Reserve’s latest policy meeting.\nAssurance from the Fed that rising prices are transitory and falling U.S. Treasury yields have helped ease some concerns over inflation and supported U.S. stocks in recent weeks. All eyes are now on the central bank’s statement at the end of its two-day policy meeting on Wednesday.\nData showed an acceleration in producer prices last month as supply chains struggled to meet demand unleashed by the reopening of the economy. A separate report showed U.S. retail sales dropped more than expected in May.\n“There was a bit of a reaction to the economic data we got, which, for the most part, shows that the economy is starting to wean itself off stimulus, the recovery is slowing down a little, and inflation is continuing to grow,” said Ed Moya, senior market analyst for the Americas at OANDA.\n“We’re seeing some very modest weakness, and it’ll be choppy leading up to the Fed decision. Right now, the Fed is probably in a position to show they are thinking about tapering, but they’re still a long way from actually doing it.”\nThe Fed is likely to announce in August or September a strategy for reducing its massive bond buying program, but will not start cutting monthly purchases until early next year, a Reuters poll of economists found.\nThe benchmark S&P 500, the blue-chip Dow Jones and the tech-focused Nasdaq have risen 13%, 12.1% and 9.2% respectively so far this year, largely driven by optimism about an economic reopening.\nHowever, the S&P 500 has been broadly stuck within a range, despite recording its 29th record-high finish of 2021 on Monday, versus 33 for all of last year.\nThe Dow Jones Industrial Average fell 94.42 points, or 0.27%, to 34,299.33, the S&P 500 lost 8.56 points, or 0.20%, to 4,246.59 and the Nasdaq Composite dropped 101.29 points, or 0.71%, to 14,072.86.\nSeven of the 11 major S&P sectors slipped. Among them was communication services, which ended 0.5% lower, having hit a record intraday high earlier in the session.\nThe largest gainer was the energy index, which rose 2.1% on oil prices hitting multi-year highs on a positive demand outlook. Exxon Mobil Corp had its best day since Mar. 5, jumping 3.6%. [O/R]\nIn corporate news, Boeing Co gained 0.6% after the United States and the European Union agreed on a truce in their 17-year conflict over aircraft subsidies involving the planemaker and its rival Airbus.\nHaving slumped 19% on Monday, Lordstown Motors Corp shares rebounded 11.3% after comments from the electric truck manufacturer’s president on orders.\nVolume on U.S. exchanges was 9.98 billion shares, compared with the 10.58 billion average over the last 20 trading days.\nThe S&P 500 posted 36 new 52-week highs and 1 new lows; the Nasdaq Composite recorded 87 new highs and 21 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":342,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":182316066,"gmtCreate":1623553671155,"gmtModify":1704205990360,"author":{"id":"3580330414173534","authorId":"3580330414173534","name":"mootaromama","avatar":"https://static.tigerbbs.com/bb145c21debe1e80b416fb6027863fd5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580330414173534","idStr":"3580330414173534"},"themes":[],"htmlText":"About time to soar higher","listText":"About time to soar higher","text":"About time to soar higher","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/182316066","repostId":"1193863762","repostType":4,"repost":{"id":"1193863762","pubTimestamp":1623334800,"share":"https://ttm.financial/m/news/1193863762?lang=&edition=fundamental","pubTime":"2021-06-10 22:20","market":"us","language":"en","title":"Global Semiconductor annual sales projected to increase 19.7% in 2021, 8.8% in 2022","url":"https://stock-news.laohu8.com/highlight/detail?id=1193863762","media":"seekingalpha","summary":"(June 10) Semiconductor stocks rose in morning trading.\nRelated: Semiconductor Watchlist: Jim Cramer","content":"<p>(June 10)&nbsp;Semiconductor&nbsp;stocks&nbsp;rose&nbsp;in&nbsp;morning&nbsp;trading.</p>\n<p><a href=\"https://laohu8.com/NW/1163875762\" target=\"_blank\"><b>Related:&nbsp;Semiconductor Watchlist: Jim Cramer Says to Own Nvidia, AMD and Broadcom</b></a><b></b></p>\n<p><img src=\"https://static.tigerbbs.com/eb703ee8165d2dc48c5550db47dfebc7\" tg-width=\"303\" tg-height=\"363\" referrerpolicy=\"no-referrer\"></p>\n<p>According to World Semiconductor Trade Statistics estimates, the global semiconductor market will rise from 6.8% in 2020 to 19.7% thisyear to ~$527B.</p>\n<p>The most significant growth contributors are Memory with 31.7%, followed by Sensors with 22.4% and, Analog with 21.7%. All other major product categories are also expected to show double-digit growth rates, except Optoelectronics with 9.8% and MOS Micro with 8.1%.</p>\n<p>In 2021, Asia Pacific (incl. China) is forecasted to show the most robust growth rate with 23.5%, followed by Europe with 21.1%, Japan 12.7%, and the Americas with 11.1%.</p>\n<p>For 2022, the global semiconductor market is projected to grow by 8.8% to $573B, driven by double-digit growth of the Memory category. All regions are expected again to show favorable growth rates.</p>\n<p>Related stocks YTD returns: NXP Semiconductor(NASDAQ:NXPI)&nbsp;+24.7%, On Semiconducter(NASDAQ:ON)&nbsp;+14.85%, Intel(NASDAQ:INTC)&nbsp;+14.4%,&nbsp; and, TSMC(NYSE:TSM)&nbsp;+6.3%.</p>\n<p>ETFs:SMH,SOXL,SOXX,XSD,USD,SOXS,PSI,FTXL,SSG.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Global Semiconductor annual sales projected to increase 19.7% in 2021, 8.8% in 2022</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\">\nGlobal Semiconductor annual sales projected to increase 19.7% in 2021, 8.8% in 2022\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-10 22:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3704878-global-semiconductor-annual-sales-projected-to-increase-about-20-percentage-in-2021-and-9-percentage-in-2022><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(June 10) Semiconductor stocks rose in morning trading.\nRelated: Semiconductor Watchlist: Jim Cramer Says to Own Nvidia, AMD and Broadcom\n\nAccording to World Semiconductor Trade Statistics estimates, ...</p>\n\n<a href=\"https://seekingalpha.com/news/3704878-global-semiconductor-annual-sales-projected-to-increase-about-20-percentage-in-2021-and-9-percentage-in-2022\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ON":"安森美半导体","INTC":"英特尔","NXPI":"恩智浦","TSM":"台积电"},"source_url":"https://seekingalpha.com/news/3704878-global-semiconductor-annual-sales-projected-to-increase-about-20-percentage-in-2021-and-9-percentage-in-2022","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193863762","content_text":"(June 10) Semiconductor stocks rose in morning trading.\nRelated: Semiconductor Watchlist: Jim Cramer Says to Own Nvidia, AMD and Broadcom\n\nAccording to World Semiconductor Trade Statistics estimates, the global semiconductor market will rise from 6.8% in 2020 to 19.7% thisyear to ~$527B.\nThe most significant growth contributors are Memory with 31.7%, followed by Sensors with 22.4% and, Analog with 21.7%. All other major product categories are also expected to show double-digit growth rates, except Optoelectronics with 9.8% and MOS Micro with 8.1%.\nIn 2021, Asia Pacific (incl. China) is forecasted to show the most robust growth rate with 23.5%, followed by Europe with 21.1%, Japan 12.7%, and the Americas with 11.1%.\nFor 2022, the global semiconductor market is projected to grow by 8.8% to $573B, driven by double-digit growth of the Memory category. All regions are expected again to show favorable growth rates.\nRelated stocks YTD returns: NXP Semiconductor(NASDAQ:NXPI) +24.7%, On Semiconducter(NASDAQ:ON) +14.85%, Intel(NASDAQ:INTC) +14.4%,  and, TSMC(NYSE:TSM) +6.3%.\nETFs:SMH,SOXL,SOXX,XSD,USD,SOXS,PSI,FTXL,SSG.","news_type":1},"isVote":1,"tweetType":1,"viewCount":493,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":117029396,"gmtCreate":1623110799615,"gmtModify":1704196156715,"author":{"id":"3580330414173534","authorId":"3580330414173534","name":"mootaromama","avatar":"https://static.tigerbbs.com/bb145c21debe1e80b416fb6027863fd5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580330414173534","idStr":"3580330414173534"},"themes":[],"htmlText":"Meme to the ?","listText":"Meme to the ?","text":"Meme to the ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/117029396","repostId":"1134507398","repostType":4,"repost":{"id":"1134507398","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":1623074733,"share":"https://ttm.financial/m/news/1134507398?lang=&edition=fundamental","pubTime":"2021-06-07 22:05","market":"us","language":"en","title":"“Meme” stocks surged in morning trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1134507398","media":"Tiger Newspress","summary":"(June 7) “Meme” stocks rose in morning trading. AMC Entertainment rose more than 18%. GME gained nea","content":"<p>(June 7)&nbsp;“Meme” stocks rose in morning trading. AMC Entertainment rose more than 18%. GME gained nearly6%.&nbsp;Koss Corp rose more than10%.</p><p><img src=\"https://static.tigerbbs.com/40ee28fe06179c278f4fc6c625543f8d\" tg-width=\"330\" tg-height=\"243\"></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>“Meme” stocks surged 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\">\n“Meme” stocks surged in morning trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-06-07 22:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(June 7)&nbsp;“Meme” stocks rose in morning trading. AMC Entertainment rose more than 18%. GME gained nearly6%.&nbsp;Koss Corp rose more than10%.</p><p><img src=\"https://static.tigerbbs.com/40ee28fe06179c278f4fc6c625543f8d\" tg-width=\"330\" tg-height=\"243\"></p><p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GME":"游戏驿站","BB":"黑莓","KOSS":"高斯电子","AMC":"AMC院线"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134507398","content_text":"(June 7) “Meme” stocks rose in morning trading. AMC Entertainment rose more than 18%. GME gained nearly6%. Koss Corp rose more than10%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":292,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":114916539,"gmtCreate":1623041817521,"gmtModify":1704194882900,"author":{"id":"3580330414173534","authorId":"3580330414173534","name":"mootaromama","avatar":"https://static.tigerbbs.com/bb145c21debe1e80b416fb6027863fd5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580330414173534","idStr":"3580330414173534"},"themes":[],"htmlText":"Montley, you trying to fool us to let you get on the rocket at $20? Go push a tricycle or something.","listText":"Montley, you trying to fool us to let you get on the rocket at $20? Go push a tricycle or something.","text":"Montley, you trying to fool us to let you get on the rocket at $20? Go push a tricycle or something.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/114916539","repostId":"2141299286","repostType":4,"isVote":1,"tweetType":1,"viewCount":448,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":136316620,"gmtCreate":1621994188260,"gmtModify":1704365653163,"author":{"id":"3580330414173534","authorId":"3580330414173534","name":"mootaromama","avatar":"https://static.tigerbbs.com/bb145c21debe1e80b416fb6027863fd5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580330414173534","idStr":"3580330414173534"},"themes":[],"htmlText":"Tiffany under LVHM... Can't wait to see what will happen next season!","listText":"Tiffany under LVHM... Can't wait to see what will happen next season!","text":"Tiffany under LVHM... Can't wait to see what will happen next season!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/136316620","repostId":"2138167010","repostType":4,"repost":{"id":"2138167010","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1621947780,"share":"https://ttm.financial/m/news/2138167010?lang=&edition=fundamental","pubTime":"2021-05-25 21:03","market":"us","language":"en","title":"For a day, Jeff Bezos wasn't the world's richest. Here's who was.","url":"https://stock-news.laohu8.com/highlight/detail?id=2138167010","media":"Dow Jones","summary":"It's a good time to be rich, and an even better time to cater to them.Bernard Arnault, the chairman ","content":"<p>It's a good time to be rich, and an even better time to cater to them.</p><p>Bernard Arnault, the chairman and chief executive of luxury-goods giant LVMH Moët Hennessy Louis Vuitton , briefly topped departing Amazon <a href=\"https://laohu8.com/S/AMZN\">$(AMZN)$</a> Chief Executive Jeff Bezos as the world's richest person, according to Forbes' real-time tracker .</p><p>By early Tuesday morning, Bezos was back on top with a net worth of $188.2 billion, compared with Arnault and family at $187.5 billion. Elon Musk, the chief executive of electric-car maker Tesla <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a>, was in third, at $152.5 billion.</p><p>That Arnault was on top was a reflection of LVMH's share price surge, as well as the struggles of technology stocks in 2021 after a sensational 2020. LVMH shares have gained 25% this year, compared with a 0.4% drop for online retailer Amazon and a 14% drop for Tesla.</p><p>LVMH recorded a 32% surge in revenue during the first quarter, driven by its fashion and leather-goods segment. Asia outside of Japan -- China, mostly -- saw organic revenue growth of 86% in the first quarter, and sales in Asia even lapped the first quarter of 2019 by 26%. U.S. organic sales growth was also strong, at 23% in the first quarter.</p><p>LVMH doesn't provide earnings information during the first and third quarters.</p><p>In January, LVMH completed the acquisition of U.S. luxury-goods retailer Tiffany &amp; Co. \"It's an iconic house, iconic of America,\" said Arnault during the company's April shareholder meeting.</p><p>\"It's synonymous of love. And the famous blue box is recognized throughout the world. I'm sure we'll be able to disseminate it even more widely with the determination and passion that we have deployed over the years for each of our prestigious houses,\" he added.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>For a day, Jeff Bezos wasn't the world's richest. Here's who was.</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\">\nFor a day, Jeff Bezos wasn't the world's richest. Here's who was.\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2021-05-25 21:03</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>It's a good time to be rich, and an even better time to cater to them.</p><p>Bernard Arnault, the chairman and chief executive of luxury-goods giant LVMH Moët Hennessy Louis Vuitton , briefly topped departing Amazon <a href=\"https://laohu8.com/S/AMZN\">$(AMZN)$</a> Chief Executive Jeff Bezos as the world's richest person, according to Forbes' real-time tracker .</p><p>By early Tuesday morning, Bezos was back on top with a net worth of $188.2 billion, compared with Arnault and family at $187.5 billion. Elon Musk, the chief executive of electric-car maker Tesla <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a>, was in third, at $152.5 billion.</p><p>That Arnault was on top was a reflection of LVMH's share price surge, as well as the struggles of technology stocks in 2021 after a sensational 2020. LVMH shares have gained 25% this year, compared with a 0.4% drop for online retailer Amazon and a 14% drop for Tesla.</p><p>LVMH recorded a 32% surge in revenue during the first quarter, driven by its fashion and leather-goods segment. Asia outside of Japan -- China, mostly -- saw organic revenue growth of 86% in the first quarter, and sales in Asia even lapped the first quarter of 2019 by 26%. U.S. organic sales growth was also strong, at 23% in the first quarter.</p><p>LVMH doesn't provide earnings information during the first and third quarters.</p><p>In January, LVMH completed the acquisition of U.S. luxury-goods retailer Tiffany &amp; Co. \"It's an iconic house, iconic of America,\" said Arnault during the company's April shareholder meeting.</p><p>\"It's synonymous of love. And the famous blue box is recognized throughout the world. I'm sure we'll be able to disseminate it even more widely with the determination and passion that we have deployed over the years for each of our prestigious houses,\" he added.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","AMZN":"亚马逊","LVMUY":"路易威登"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2138167010","content_text":"It's a good time to be rich, and an even better time to cater to them.Bernard Arnault, the chairman and chief executive of luxury-goods giant LVMH Moët Hennessy Louis Vuitton , briefly topped departing Amazon $(AMZN)$ Chief Executive Jeff Bezos as the world's richest person, according to Forbes' real-time tracker .By early Tuesday morning, Bezos was back on top with a net worth of $188.2 billion, compared with Arnault and family at $187.5 billion. Elon Musk, the chief executive of electric-car maker Tesla $(TSLA)$, was in third, at $152.5 billion.That Arnault was on top was a reflection of LVMH's share price surge, as well as the struggles of technology stocks in 2021 after a sensational 2020. LVMH shares have gained 25% this year, compared with a 0.4% drop for online retailer Amazon and a 14% drop for Tesla.LVMH recorded a 32% surge in revenue during the first quarter, driven by its fashion and leather-goods segment. Asia outside of Japan -- China, mostly -- saw organic revenue growth of 86% in the first quarter, and sales in Asia even lapped the first quarter of 2019 by 26%. U.S. organic sales growth was also strong, at 23% in the first quarter.LVMH doesn't provide earnings information during the first and third quarters.In January, LVMH completed the acquisition of U.S. luxury-goods retailer Tiffany & Co. \"It's an iconic house, iconic of America,\" said Arnault during the company's April shareholder meeting.\"It's synonymous of love. And the famous blue box is recognized throughout the world. I'm sure we'll be able to disseminate it even more widely with the determination and passion that we have deployed over the years for each of our prestigious houses,\" he added.","news_type":1},"isVote":1,"tweetType":1,"viewCount":833,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":195687983,"gmtCreate":1621293144842,"gmtModify":1704355134213,"author":{"id":"3580330414173534","authorId":"3580330414173534","name":"mootaromama","avatar":"https://static.tigerbbs.com/bb145c21debe1e80b416fb6027863fd5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580330414173534","idStr":"3580330414173534"},"themes":[],"htmlText":"Growth stock, no doubt. Join the party while it lasts","listText":"Growth stock, no doubt. Join the party while it lasts","text":"Growth stock, no doubt. Join the party while it lasts","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/195687983","repostId":"1109408177","repostType":2,"isVote":1,"tweetType":1,"viewCount":129,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":191818461,"gmtCreate":1620868929153,"gmtModify":1704349539184,"author":{"id":"3580330414173534","authorId":"3580330414173534","name":"mootaromama","avatar":"https://static.tigerbbs.com/bb145c21debe1e80b416fb6027863fd5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580330414173534","idStr":"3580330414173534"},"themes":[],"htmlText":"Temasek funds&nbsp;supporting Nio's&nbsp; EV parts production. I see glimpse of hope for FY22 although I'm down 40% now. Just HODL.","listText":"Temasek funds&nbsp;supporting Nio's&nbsp; EV parts production. I see glimpse of hope for FY22 although I'm down 40% now. Just HODL.","text":"Temasek funds supporting Nio's EV parts production. I see glimpse of hope for FY22 although I'm down 40% now. Just HODL.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/191818461","repostId":"2134651681","repostType":4,"isVote":1,"tweetType":1,"viewCount":198,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":191810311,"gmtCreate":1620868662833,"gmtModify":1704349531893,"author":{"id":"3580330414173534","authorId":"3580330414173534","name":"mootaromama","avatar":"https://static.tigerbbs.com/bb145c21debe1e80b416fb6027863fd5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580330414173534","idStr":"3580330414173534"},"themes":[],"htmlText":"Change is constant. Just DYODD and trade safe.","listText":"Change is constant. Just DYODD and trade safe.","text":"Change is constant. Just DYODD and trade safe.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/191810311","repostId":"1152301111","repostType":4,"repost":{"id":"1152301111","pubTimestamp":1620830867,"share":"https://ttm.financial/m/news/1152301111?lang=&edition=fundamental","pubTime":"2021-05-12 22:47","market":"us","language":"en","title":"Electric vehicle sector trades with Beijing shadow hanging over it","url":"https://stock-news.laohu8.com/highlight/detail?id=1152301111","media":"seekingalpha","summary":"(May 12) Chinese automakers Li Auto (LI+4.88%), NIO (NIO-1.56%) and XPeng (XPEV -0.08%) are outperfo","content":"<p>(May 12)&nbsp;Chinese automakers Li Auto (LI+4.88%), NIO&nbsp;(NIO-1.56%) and XPeng (XPEV&nbsp;-0.08%) are outperforming the broad electric vehicle sector ingeneral in early morning trading.</p><p><img src=\"https://static.tigerbbs.com/6649a51ead29d219c7d75bc80361bc94\" tg-width=\"332\" tg-height=\"240\" referrerpolicy=\"no-referrer\"></p><p>That follows an increase in scrutiny in China of foreign companies over the last few weeks and a report today from Bloomberg that the Cyberspace Administration of China is looking for opinions for a draft of auto data security management rules that would formalize the storing of data.</p><p>Of course, China is a critical part of the investing matrix on Tesla (TSLA-2.24%).</p><p>Wedbush Securities analyst Dan Ives: \"We believe overall China demand is on a 300k+ annual run rate and is poised to represent roughly 40% of deliveries for Tesla by 2022. That said, clearly Musk &amp; Co. need to play nice in the sandbox with Beijing and smooth out PR issues in the region which have been a black eye for Tesla over the last month and clearly impacted China sales negatively in the month of April which the Street will react with a sell-off in shares this morning.\"</p><p>Anxiety over China has contributed tosome selling of EV names this week.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Electric vehicle sector trades with Beijing shadow hanging over it</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\">\nElectric vehicle sector trades with Beijing shadow hanging over it\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-12 22:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3695304-electric-vehicle-sector-trades-with-beijing-shadow-hanging-over-it><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(May 12) Chinese automakers Li Auto (LI+4.88%), NIO (NIO-1.56%) and XPeng (XPEV -0.08%) are outperforming the broad electric vehicle sector ingeneral in early morning trading.That follows an increase ...</p>\n\n<a href=\"https://seekingalpha.com/news/3695304-electric-vehicle-sector-trades-with-beijing-shadow-hanging-over-it\">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","LI":"理想汽车","XPEV":"小鹏汽车","NIO":"蔚来"},"source_url":"https://seekingalpha.com/news/3695304-electric-vehicle-sector-trades-with-beijing-shadow-hanging-over-it","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1152301111","content_text":"(May 12) Chinese automakers Li Auto (LI+4.88%), NIO (NIO-1.56%) and XPeng (XPEV -0.08%) are outperforming the broad electric vehicle sector ingeneral in early morning trading.That follows an increase in scrutiny in China of foreign companies over the last few weeks and a report today from Bloomberg that the Cyberspace Administration of China is looking for opinions for a draft of auto data security management rules that would formalize the storing of data.Of course, China is a critical part of the investing matrix on Tesla (TSLA-2.24%).Wedbush Securities analyst Dan Ives: \"We believe overall China demand is on a 300k+ annual run rate and is poised to represent roughly 40% of deliveries for Tesla by 2022. That said, clearly Musk & Co. need to play nice in the sandbox with Beijing and smooth out PR issues in the region which have been a black eye for Tesla over the last month and clearly impacted China sales negatively in the month of April which the Street will react with a sell-off in shares this morning.\"Anxiety over China has contributed tosome selling of EV names this week.","news_type":1},"isVote":1,"tweetType":1,"viewCount":335,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":193719764,"gmtCreate":1620819369858,"gmtModify":1704348857739,"author":{"id":"3580330414173534","authorId":"3580330414173534","name":"mootaromama","avatar":"https://static.tigerbbs.com/bb145c21debe1e80b416fb6027863fd5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580330414173534","idStr":"3580330414173534"},"themes":[],"htmlText":"Watch Ark movements.&nbsp;","listText":"Watch Ark movements.&nbsp;","text":"Watch Ark movements.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/193719764","repostId":"1158302415","repostType":4,"repost":{"id":"1158302415","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1620818312,"share":"https://ttm.financial/m/news/1158302415?lang=&edition=fundamental","pubTime":"2021-05-12 19:18","market":"us","language":"en","title":"A Month Into Spelling The Bull Case For Silvergate, Cathie Wood's Ark Invest Has Cut Stake In Bitcoin Play By 59%","url":"https://stock-news.laohu8.com/highlight/detail?id=1158302415","media":"Benzinga","summary":"Cathie Wood-led Ark Invest has shed a significant stake in Silvergate Capital Corp(NYSE:SI), a month","content":"<p>Cathie Wood-led Ark Invest has&nbsp;shed a significant stake in&nbsp;<b>Silvergate Capital Corp</b>(NYSE:SI), a month into saying that the cryptocurrency-focused financial institution&nbsp;could be a prime beneficiary of increased crypto adoption.</p><p><b>What Happened:</b>&nbsp;The New York-based investment firm has sold over 1 million shares in the California-based bank that has for several years served crypto firms as a core part of its business, since April 17, when itlast issued a bullish commentary on the stock.</p><p>The investment firm, which has been snapping up U.S. cryptocurrency exchange desk&nbsp;<b>Coinbase Global Inc</b>(NASDAQ:COIN), holds positions in Silvergate via its&nbsp;<b>Ark Fintech Innovation ETF</b>(NYSE:ARKF) and the&nbsp;<b>ARK Next Generation Internet ETF</b>(NYSE:ARKW).</p><p>Ark Invest had already sold some of its stake in Silvergate in the runup before Coinbase’sdebutin April.</p><p>In value terms, the investment firm’s consolidated stake is down to $65.07&nbsp;million from $248.5 million, a drop of about 73.8% since April 19. In volume terms, ARKW unloaded over half a million shares and ARKF shed 459,733 shares, during the period.</p><p>Currently, Ark owns a total of 764,617 Silvergate&nbsp;shares, a majority of them in ARKW, down from&nbsp;1,868,608 shares in mid-April.</p><p><b>Price Action:</b>&nbsp;Silvergate Capital shares have plunged 36% since April 19, despite anearnings beatreported during the month. Shares of ARKF and ARKW have fallen over 11% during the period. During the period, Coinbase shares have fallen 9%.</p><p>On Tuesday, Silvergate shares closed 2.4% lower at $85.1.</p><p><b>Bitcoin</b>(BTC)&nbsp;is up 2.4% over 24 hours at $57,191.63 at press time on Wednesday.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>A Month Into Spelling The Bull Case For Silvergate, Cathie Wood's Ark Invest Has Cut Stake In Bitcoin Play By 59%</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\">\nA Month Into Spelling The Bull Case For Silvergate, Cathie Wood's Ark Invest Has Cut Stake In Bitcoin Play By 59%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-05-12 19:18</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Cathie Wood-led Ark Invest has&nbsp;shed a significant stake in&nbsp;<b>Silvergate Capital Corp</b>(NYSE:SI), a month into saying that the cryptocurrency-focused financial institution&nbsp;could be a prime beneficiary of increased crypto adoption.</p><p><b>What Happened:</b>&nbsp;The New York-based investment firm has sold over 1 million shares in the California-based bank that has for several years served crypto firms as a core part of its business, since April 17, when itlast issued a bullish commentary on the stock.</p><p>The investment firm, which has been snapping up U.S. cryptocurrency exchange desk&nbsp;<b>Coinbase Global Inc</b>(NASDAQ:COIN), holds positions in Silvergate via its&nbsp;<b>Ark Fintech Innovation ETF</b>(NYSE:ARKF) and the&nbsp;<b>ARK Next Generation Internet ETF</b>(NYSE:ARKW).</p><p>Ark Invest had already sold some of its stake in Silvergate in the runup before Coinbase’sdebutin April.</p><p>In value terms, the investment firm’s consolidated stake is down to $65.07&nbsp;million from $248.5 million, a drop of about 73.8% since April 19. In volume terms, ARKW unloaded over half a million shares and ARKF shed 459,733 shares, during the period.</p><p>Currently, Ark owns a total of 764,617 Silvergate&nbsp;shares, a majority of them in ARKW, down from&nbsp;1,868,608 shares in mid-April.</p><p><b>Price Action:</b>&nbsp;Silvergate Capital shares have plunged 36% since April 19, despite anearnings beatreported during the month. Shares of ARKF and ARKW have fallen over 11% during the period. During the period, Coinbase shares have fallen 9%.</p><p>On Tuesday, Silvergate shares closed 2.4% lower at $85.1.</p><p><b>Bitcoin</b>(BTC)&nbsp;is up 2.4% over 24 hours at $57,191.63 at press time on Wednesday.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ARKF":"ARK Fintech Innovation ETF","ARKW":"ARK Next Generation Internation ETF","COIN":"Coinbase Global, Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158302415","content_text":"Cathie Wood-led Ark Invest has shed a significant stake in Silvergate Capital Corp(NYSE:SI), a month into saying that the cryptocurrency-focused financial institution could be a prime beneficiary of increased crypto adoption.What Happened: The New York-based investment firm has sold over 1 million shares in the California-based bank that has for several years served crypto firms as a core part of its business, since April 17, when itlast issued a bullish commentary on the stock.The investment firm, which has been snapping up U.S. cryptocurrency exchange desk Coinbase Global Inc(NASDAQ:COIN), holds positions in Silvergate via its Ark Fintech Innovation ETF(NYSE:ARKF) and the ARK Next Generation Internet ETF(NYSE:ARKW).Ark Invest had already sold some of its stake in Silvergate in the runup before Coinbase’sdebutin April.In value terms, the investment firm’s consolidated stake is down to $65.07 million from $248.5 million, a drop of about 73.8% since April 19. In volume terms, ARKW unloaded over half a million shares and ARKF shed 459,733 shares, during the period.Currently, Ark owns a total of 764,617 Silvergate shares, a majority of them in ARKW, down from 1,868,608 shares in mid-April.Price Action: Silvergate Capital shares have plunged 36% since April 19, despite anearnings beatreported during the month. Shares of ARKF and ARKW have fallen over 11% during the period. During the period, Coinbase shares have fallen 9%.On Tuesday, Silvergate shares closed 2.4% lower at $85.1.Bitcoin(BTC) is up 2.4% over 24 hours at $57,191.63 at press time on Wednesday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":306,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":193238155,"gmtCreate":1620789322977,"gmtModify":1704348433917,"author":{"id":"3580330414173534","authorId":"3580330414173534","name":"mootaromama","avatar":"https://static.tigerbbs.com/bb145c21debe1e80b416fb6027863fd5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580330414173534","idStr":"3580330414173534"},"themes":[],"htmlText":"Fierce competition is always good. Let's stand at the sideline and watch this show.","listText":"Fierce competition is always good. Let's stand at the sideline and watch this show.","text":"Fierce competition is always good. Let's stand at the sideline and watch this show.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/193238155","repostId":"2134643366","repostType":4,"isVote":1,"tweetType":1,"viewCount":277,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":107881525,"gmtCreate":1620464583067,"gmtModify":1704344114276,"author":{"id":"3580330414173534","authorId":"3580330414173534","name":"mootaromama","avatar":"https://static.tigerbbs.com/bb145c21debe1e80b416fb6027863fd5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580330414173534","idStr":"3580330414173534"},"themes":[],"htmlText":"I'm waiting for that too!","listText":"I'm waiting for that too!","text":"I'm waiting for that too!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/107881525","repostId":"107802558","repostType":1,"repost":{"id":107802558,"gmtCreate":1620459752774,"gmtModify":1704344064357,"author":{"id":"3577192411061699","authorId":"3577192411061699","name":"ScarletHeart","avatar":"https://static.tigerbbs.com/567bdb8cda4d14971c29f6b69d91e016","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577192411061699","idStr":"3577192411061699"},"themes":[],"htmlText":"Will it ever soar to its glorious old days again?&nbsp;","listText":"Will it ever soar to its glorious old days again?&nbsp;","text":"Will it ever soar to its glorious old days again?","images":[{"img":"https://static.tigerbbs.com/a4413fbe8fdaf4e249a998cb805469e1","width":"1080","height":"2837"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/107802558","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":217,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":107809164,"gmtCreate":1620459159258,"gmtModify":1704344055782,"author":{"id":"3580330414173534","authorId":"3580330414173534","name":"mootaromama","avatar":"https://static.tigerbbs.com/bb145c21debe1e80b416fb6027863fd5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580330414173534","idStr":"3580330414173534"},"themes":[],"htmlText":"Bull Doge to the moon ?","listText":"Bull Doge to the moon ?","text":"Bull Doge to the moon ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/107809164","repostId":"1160802774","repostType":4,"repost":{"id":"1160802774","pubTimestamp":1620442206,"share":"https://ttm.financial/m/news/1160802774?lang=&edition=fundamental","pubTime":"2021-05-08 10:50","market":"other","language":"en","title":"Dogecoin price’s ‘make-or-break’ moment looms with Elon Musk set to host ‘Saturday Night Live’","url":"https://stock-news.laohu8.com/highlight/detail?id=1160802774","media":"Marketwatch","summary":"Nikki Beesetti started investing in crypto back in 2017 and paid off her final semester at Purdue Un","content":"<p>Nikki Beesetti started investing in crypto back in 2017 and paid off her final semester at Purdue University with proceeds from the sale of a single bitcoin that she bought on a whim, which had surged to nearly $20,000.</p><p>Now, the product manager for a startup in New York is dabbling in dogecoin&nbsp;,and sees this weekend as a possible make-or-break moment for the parody coin that has seen a stratospheric, nearly 13,000% rise in 2021.</p><p>“This Saturday is going to be a total make-or-break for dogecoin,” Beesetti told MarketWatch in a phone interview.</p><p>“If he can really get the messaging right, dogecoin can really take off…or it’s going to crash to wherever it’s going to crash to,” she said.</p><p>The 25-year-old investor is one of a number of relatively young traders who are piling into speculative altcoins like dogecoin as the so-called joke asset mints millionaires and draws some concerns about a bubble forming in the nascent crypto complex.</p><p>Musk will host NBC’s late-night live television comedy sketch show, “Saturday Night Live,” this weekend and his coming appearance has already drawn&nbsp;cheers and jeers.</p><p>Musk has been one of the biggest cheerleaders for dogecoin and crypto broadly. The self-appointed “Technoking” of Tesla&nbsp;has been mostly using his massive social media following to pump up the price of doge,&nbsp;tweeting back on April 1&nbsp;that he would use his SpaceX rockets to put a physical Doge coin on the literal moon, echoing the social media goal of taking the coin’s price “to the moon.”</p><p>Beesetti said that she first got involved in dogecoin — she also invests in technology stocks and exchange-traded funds — at the prompting of Musk’s social-media missives from last summer.</p><p>She bought dogecoin when it was trading at 3/10ths of a penny and she kept dollar-cost averaging her position in the digital asset created in 2013 even as it hit around 1 cent last August.</p><p>Musk has become a rallying point for dogecoin holders on sites like Reddit and his coming appearance on “SNL” is a hotly anticipated moment inside and outside crypto markets, which had largely been centered on bitcoin&nbsp;and Ethereum&nbsp;,the two largest cryptos in the world.</p><p>Dogecoin has long held the reputation as a joke currency in the digital-asset realm but it is hard to deny that its surging value has gripped Main Street and Wall Street’s attention — at least momentarily.</p><p>Former “SNL” cast member and comedian David Spade on Thursday tweeted that he wondered if Musk’s appearance on the sketch show would equate to a 90-minute infomercial for doge, adding, perhaps tongue in cheek that he was buying dogecoin.</p><p>Oddsmakers at betting platformSportsBettingDime.com&nbsp;have established a number of prop bets about Musk’s appearance on “Saturday Night Live,” including which if any crypto he mentions first on the show.</p><p>Which cryptocurrency does Musk mention first:</p><p>1. Bitcoin: -200</p><p>2. Dogecoin: +600</p><p>3. FIELD: +450</p><p>4. Does Not Mention Bitcoin: +400</p><p>Beesetti said that she sold about $8,000 worth of dogecoin recently to buy a pair of Gucci shoes, an iPhone and upped her position in Ether thar runs on the Ethereum protocol but has otherwise been a steady holder of doge.</p><p>The investor wouldn’t offer specific figures but said that her holdings currently range from 50,000 to 100,000 dogecoin.</p><p>Perhaps unlike some investors in doge, she is under no illusion that it has utility but submits to the possibility that momentum could build in a parody asset to such an extent that it forges its own legitimacy.</p><p>“Doge doesn’t have intrinsic value,” Beesetti said. “The value becomes real if you and a collective group of people believe in it. And in this case, there are more groups and people than before who believe.”</p><p>That said, reality could hit meme coin holders hard come Sunday morning, at least one analyst said.</p><p>“Post-SNL, some crypto traders could abandon short-term&nbsp;Dogecoin&nbsp;bets once it becomes clear that it is not skyrocketing to the moon or at the heavily eyed $1 level,” wrote Edward Moya, senior market analyst at Oanda, in a research note.</p><p>The analyst also notes that strong conviction of dogecoin investors,known as hodlers in the crypto world, could defy logic and keep prices buoyant.</p><p>“The retail-army of traders that have been committed to Doge might remain stubbornly hodlers, so we shouldn’t be surprised if a sell the event reaction does not happen,” the Oanda strategist said.</p><p>How it all plays out for dogecoin is anyone’s guess.</p><p>“It’s just a meme currency but sometimes the most entertaining outcome becomes the reality,” Beesetti said.</p><p>That meme currency has enjoyed a spectacular ride compared against most other assets. Gold futures&nbsp;are down 3% so far this year, the Dow Jones Industrial Average&nbsp;and the S&amp;P 500 index&nbsp;are up by nearly 13% in 2021, while the Nasdaq Composite Index&nbsp;has gained about over 6% so far this year.</p>","source":"lsy1603348471595","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>Dogecoin price’s ‘make-or-break’ moment looms with Elon Musk set to host ‘Saturday Night Live’</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDogecoin price’s ‘make-or-break’ moment looms with Elon Musk set to host ‘Saturday Night Live’\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-08 10:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/a-total-make-or-break-for-dogecoin-says-one-crypto-investor-as-elon-musk-prepares-to-host-saturday-night-live-11620413674?mod=associated-press><strong>Marketwatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nikki Beesetti started investing in crypto back in 2017 and paid off her final semester at Purdue University with proceeds from the sale of a single bitcoin that she bought on a whim, which had surged...</p>\n\n<a href=\"https://www.marketwatch.com/story/a-total-make-or-break-for-dogecoin-says-one-crypto-investor-as-elon-musk-prepares-to-host-saturday-night-live-11620413674?mod=associated-press\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.marketwatch.com/story/a-total-make-or-break-for-dogecoin-says-one-crypto-investor-as-elon-musk-prepares-to-host-saturday-night-live-11620413674?mod=associated-press","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160802774","content_text":"Nikki Beesetti started investing in crypto back in 2017 and paid off her final semester at Purdue University with proceeds from the sale of a single bitcoin that she bought on a whim, which had surged to nearly $20,000.Now, the product manager for a startup in New York is dabbling in dogecoin ,and sees this weekend as a possible make-or-break moment for the parody coin that has seen a stratospheric, nearly 13,000% rise in 2021.“This Saturday is going to be a total make-or-break for dogecoin,” Beesetti told MarketWatch in a phone interview.“If he can really get the messaging right, dogecoin can really take off…or it’s going to crash to wherever it’s going to crash to,” she said.The 25-year-old investor is one of a number of relatively young traders who are piling into speculative altcoins like dogecoin as the so-called joke asset mints millionaires and draws some concerns about a bubble forming in the nascent crypto complex.Musk will host NBC’s late-night live television comedy sketch show, “Saturday Night Live,” this weekend and his coming appearance has already drawn cheers and jeers.Musk has been one of the biggest cheerleaders for dogecoin and crypto broadly. The self-appointed “Technoking” of Tesla has been mostly using his massive social media following to pump up the price of doge, tweeting back on April 1 that he would use his SpaceX rockets to put a physical Doge coin on the literal moon, echoing the social media goal of taking the coin’s price “to the moon.”Beesetti said that she first got involved in dogecoin — she also invests in technology stocks and exchange-traded funds — at the prompting of Musk’s social-media missives from last summer.She bought dogecoin when it was trading at 3/10ths of a penny and she kept dollar-cost averaging her position in the digital asset created in 2013 even as it hit around 1 cent last August.Musk has become a rallying point for dogecoin holders on sites like Reddit and his coming appearance on “SNL” is a hotly anticipated moment inside and outside crypto markets, which had largely been centered on bitcoin and Ethereum ,the two largest cryptos in the world.Dogecoin has long held the reputation as a joke currency in the digital-asset realm but it is hard to deny that its surging value has gripped Main Street and Wall Street’s attention — at least momentarily.Former “SNL” cast member and comedian David Spade on Thursday tweeted that he wondered if Musk’s appearance on the sketch show would equate to a 90-minute infomercial for doge, adding, perhaps tongue in cheek that he was buying dogecoin.Oddsmakers at betting platformSportsBettingDime.com have established a number of prop bets about Musk’s appearance on “Saturday Night Live,” including which if any crypto he mentions first on the show.Which cryptocurrency does Musk mention first:1. Bitcoin: -2002. Dogecoin: +6003. FIELD: +4504. Does Not Mention Bitcoin: +400Beesetti said that she sold about $8,000 worth of dogecoin recently to buy a pair of Gucci shoes, an iPhone and upped her position in Ether thar runs on the Ethereum protocol but has otherwise been a steady holder of doge.The investor wouldn’t offer specific figures but said that her holdings currently range from 50,000 to 100,000 dogecoin.Perhaps unlike some investors in doge, she is under no illusion that it has utility but submits to the possibility that momentum could build in a parody asset to such an extent that it forges its own legitimacy.“Doge doesn’t have intrinsic value,” Beesetti said. “The value becomes real if you and a collective group of people believe in it. And in this case, there are more groups and people than before who believe.”That said, reality could hit meme coin holders hard come Sunday morning, at least one analyst said.“Post-SNL, some crypto traders could abandon short-term Dogecoin bets once it becomes clear that it is not skyrocketing to the moon or at the heavily eyed $1 level,” wrote Edward Moya, senior market analyst at Oanda, in a research note.The analyst also notes that strong conviction of dogecoin investors,known as hodlers in the crypto world, could defy logic and keep prices buoyant.“The retail-army of traders that have been committed to Doge might remain stubbornly hodlers, so we shouldn’t be surprised if a sell the event reaction does not happen,” the Oanda strategist said.How it all plays out for dogecoin is anyone’s guess.“It’s just a meme currency but sometimes the most entertaining outcome becomes the reality,” Beesetti said.That meme currency has enjoyed a spectacular ride compared against most other assets. Gold futures are down 3% so far this year, the Dow Jones Industrial Average and the S&P 500 index are up by nearly 13% in 2021, while the Nasdaq Composite Index has gained about over 6% so far this year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":244,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":107175640,"gmtCreate":1620458809980,"gmtModify":1704344050181,"author":{"id":"3580330414173534","authorId":"3580330414173534","name":"mootaromama","avatar":"https://static.tigerbbs.com/bb145c21debe1e80b416fb6027863fd5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580330414173534","idStr":"3580330414173534"},"themes":[],"htmlText":"Why think? Buy both!","listText":"Why think? Buy both!","text":"Why think? Buy both!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/107175640","repostId":"1117135949","repostType":4,"repost":{"id":"1117135949","pubTimestamp":1620444564,"share":"https://ttm.financial/m/news/1117135949?lang=&edition=fundamental","pubTime":"2021-05-08 11:29","market":"us","language":"en","title":"Apple Vs. Tesla Stock: Which Is A Buy Now","url":"https://stock-news.laohu8.com/highlight/detail?id=1117135949","media":"seekingalpha","summary":"After Apple confirmed its EV ambitions, investors began to compare its valuation metrics with Tesla.Apple certainly looks cheap and, I believe, could be described as a screaming buy. However, in comparison, it doesn't necessarily follow that Tesla stock is expensive.The quant ratings for AAPL and TSLA reveal some interesting data which I will share in this article.Quarterly fluctuations could obfuscate the true potential of Tesla and make investors lose track of its long-term story.Apple Inc.  a","content":"<p><b>Summary</b></p><ul><li>After Apple confirmed its EV ambitions, investors began to compare its valuation metrics with Tesla.</li><li>Apple certainly looks cheap and, I believe, could be described as a screaming buy. However, in comparison, it doesn't necessarily follow that Tesla stock is expensive.</li><li>The quant ratings for AAPL and TSLA reveal some interesting data which I will share in this article.</li><li>Quarterly fluctuations&nbsp;could obfuscate the true potential of Tesla and make investors lose track of its long-term story.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/49a4622a8f86f15edd3081862ef92746\" tg-width=\"768\" tg-height=\"512\" referrerpolicy=\"no-referrer\"><span>Photo by Radiomoscow/iStock via Getty ImagesArticle motivation</span></p><p>Apple Inc. (AAPL) and Tesla Inc. (TSLA) seem as contrasting as treacle and water whether we are comparing their business models or the stock. However, after Apple confirmed that it was indeed working tolaunch a carin three to six years, market players have begun to speak about the two tech titans in the same breath.</p><p>In this article, I will compare the valuations of Apple and Tesla as well as discuss their respective stock performance. I will also discuss the suitability of AAPL and TSLA to different types of long-term investors.</p><p><b>Valuation comparison of Apple and Tesla</b></p><p>From the trough in March 2020 following the market panic over the COVID-19 outbreak, Tesla stock climbed more than 1000 percent higher by January this year. After the swoon in March, TSLA is still up over 800 percent, far outperforming Apple stock which had<i>merely</i>doubled in the same period.</p><p>Judging by the percentage returns, TSLA is the undisputed champion over AAPL. However, it's important to note that more than $1 trillion in market capitalization was added to Apple since mid-March of last year, while Tesla scored a smaller increase of $582 million.</p><p>At its current market cap of $648.9 billion, Tesla, Inc. is less than one-third the size of Apple, Inc. Despite the massive media attention it receives and the outsized influence its chief executive officer Elon Musk has on the investing community, Tesla only has 72 percent of the market cap of social media giant Facebook (FB).</p><p>In other words, while Apple stock has broken the psychological market cap of both one trillion and two trillion dollars, Tesla stock is still some distance from being \"obstructed\" by the first trillion-barrier. Considering that TSLA had in January surpassed FB stock in terms of market cap, should that happen again, we could see it potentially breaching the one trillion dollars level for the first time.</p><p>Critics could argue that would bring Tesla's price-to-earnings (P/E) ratio to above a thousand times, a mind-boggling number in itself. In contrast, Apple's P/E ratio is currently at 28.7 times, a paltry number in comparison. However, for much of TSLA's trading history, the stock didn't even have a P/E ratio to speak of, as the company was not profitable for many years. Yet, the lack of a P/E ratio did not deter investors from piling in.</p><p>Based on the price-to-sales ratio, if Tesla Inc. reclaims the 30 times record achieved in January, its market cap would indeed be within reach of the one trillion dollar mark, coming at around $930 million. At the same time, comparing Apple with Tesla, the former certainly looks \"cheap\" and could be described as a \"screaming buy\". I have made the description in quotations as that can be said of many stocks when compared with Tesla.</p><p><img src=\"https://static.tigerbbs.com/0237824d55d08bcaac64f42aca9d9863\" tg-width=\"640\" tg-height=\"495\" referrerpolicy=\"no-referrer\"></p><p>Hence, it's more instructive to compare Apple Inc. with itself. In the past 10 years, its P/E ratio is an average of 17 times. The current P/E of 29 times is, thus, a leap over the historical average, even though it has come off the recent peaks of over 40 times in the past year.</p><p>For those who look beyond the income statements and into the cash flows, Apple's $90.5 billion free cash flow [FCF] outshines Tesla's $2.4 billion by an extremely wide margin. Putting the chasm in perspective, AAPL's price-to-FCF ratio at 24 times is ultra-low relative to TSLA's 310 times.</p><p><img src=\"https://static.tigerbbs.com/960a9aac76fa63f1641c99e5f6552848\" tg-width=\"640\" tg-height=\"494\" referrerpolicy=\"no-referrer\"></p><p><b>Should long-term investors go for AAPL or TSLA?</b></p><p>At first glance, it looks to me that Apple stock is a good value buy. However, looking at the quant grade for value, AAPL's score of D+ is not that much better than TSLA's F. Why is this so? The primary reason is that quant ratings are based on the individual stock's metrics relative to its industry. Apple, Inc. belongs to the Information Technology sector, while Tesla, Inc. falls under Consumer Discretionary.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6387a75dbe764282d1160dac9c93e1c3\" tg-width=\"640\" tg-height=\"271\" referrerpolicy=\"no-referrer\"><span> Source: Seeking Alpha Premium</span></p><p>For growth, AAPL scored a poor grade of C- while TSLA has a stellar A+. While this is also judged according to their respective sectors, readers can see in the following table that TSLA's growth metrics are significantly superior to AAPL and consistently so.</p><p>For instance, Tesla's revenue on a 5-year CAGR basis is 53.2 percent, several times that of Apple's 7.4 percent. If Tesla's 50.8 percent EBITDA year-on-year growth is impressive, the 63.5 percent EBITDA growth on a forward basis would be incredible. In contrast, analysts are forecasting Apple's EBITDA growth on a forward basis to be more than halved. TSLA grew its tangible book value by 77.2 percent CAGR in the past three years while AAPL saw a contraction of 18.3 percent in the same period.</p><table><tbody><tr><th>Growth Metrics</th><th>AAPL</th><th>TSLA</th></tr><tr><th>Revenue Growth (YoY)</th><td><p>21.43%</p></td><td><p>38.11%</p></td></tr><tr><th>Revenue Growth (FWD)</th><td><p>12.19%</p></td><td><p>39.54%</p></td></tr><tr><th>Revenue 3 Year [CAGR]</th><td><p>9.56%</p></td><td><p>42.31%</p></td></tr><tr><th>Revenue 5 Year [CAGR]</th><td><p>7.42%</p></td><td><p>53.24%</p></td></tr><tr><th>EBITDA Growth (YoY)</th><td><p>29.12%</p></td><td><p>50.80%</p></td></tr><tr><th>EBITDA Growth (FWD)</th><td><p>12.96%</p></td><td><p>63.49%</p></td></tr><tr><th>Tang Book Value 3 Year [CAGR]</th><td><p>-18.31%</p></td><td><p>77.24%</p></td></tr><tr><th>Total Assets 3 Year [CAGR]</th><td><p>-2.83%</p></td><td><p>24.77%</p></td></tr></tbody></table><p>The saving grace for Apple Inc., or its attraction, is its superior profitability metrics. Its gross profit margin is nearly double that of Tesla. Further down the income statement, Apple's net income margin at 23.5 percent is more than 7 times higher than Tesla's.</p><p>AAPL's Return on Equity is a staggering 103.4 percent as compared to TSLA's 7.2 percent. The disparity is expected to widen as Apple continues to execute its share buyback program, shrinking its equity, while Tesla issues new shares to fund its growth. Its Return on Assets at 16.9 percent is several times that of Tesla's 3.0 percent. Its Return on Total Capital at 28.6 percent is 6.7 times that of Tesla's 4.3 percent.</p><table><tbody><tr><th>Profitability Metrics</th><th>AAPL</th><th>TSLA</th></tr><tr><th>Gross Profit Margin</th><td><p>39.88%</p></td><td><p>21.18%</p></td></tr><tr><th>EBIT Margin</th><td><p>27.32%</p></td><td><p>6.01%</p></td></tr><tr><th>EBITDA Margin</th><td><p>30.68%</p></td><td><p>12.66%</p></td></tr><tr><th>Net Income Margin</th><td><p>23.45%</p></td><td><p>3.18%</p></td></tr><tr><th>Levered FCF Margin</th><td><p>24.62%</p></td><td><p>9.84%</p></td></tr><tr><th>Return on Equity</th><td><p>103.40%</p></td><td><p>7.16%</p></td></tr><tr><th>Return on Assets</th><td><p>16.90%</p></td><td><p>2.99%</p></td></tr><tr><th>Return on Total Capital</th><td><p>28.64%</p></td><td><p>4.30%</p></td></tr></tbody></table><p>With this underperformance, should long-term investors ignore Tesla? The answer depends on one's holding power and the ability to stay calm amid the volatility that TSLA stock has been known for. According to Wall Street analysts, Tesla's 2020's earnings per share [EPS] of $2.24 was just a small fraction of what the EV-maker could deliver in the next ten years.</p><p>By 2030, Tesla, Inc. is projected to mint $34.48 in EPS on a consensus basis, giving it a forward P/E ratio of 19.5 times. This will be a dramatic reduction from the current P/E ratio of over 300 times. Quarter-on-quarter, however, the picture might not be as clear as production hiccups from possible mishaps, shortage of components such as semiconductor chips, ramp-up challenges, etc. could obfuscate its true potential and make investors lose track of its long-term story.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/adb752e67473741117767ed857451476\" tg-width=\"640\" tg-height=\"278\" referrerpolicy=\"no-referrer\"><span>Source: Seeking Alpha Premium</span></p><p>Of course, if you are looking for dividends, TSLA is one stock you can forget about investing in. On the contrary, AAPL offers dividend investors a fairly consistent dividend and an excellent \"dividend safety\", even if the dividend growth is barely a passing grade and the dividend yield is a disappointing D+ grade. A conservative investor wouldn't complain about Apple's dividend.</p><p><img src=\"https://static.tigerbbs.com/1e20422c2e173566aff6486316a750ef\" tg-width=\"640\" tg-height=\"227\" referrerpolicy=\"no-referrer\"></p><p><b>How might Apple's introduction of an electric car affect Tesla?</b></p><p>There are more similarities between Apple and Tesla than the duo being in the electric car business three-to-five years down the road. Both American firms are already entrenched in China for the manufacturing of products as well as an important market. That makes the two companies subjected to thegeopolitical tensions brewing intenselybetween the U.S. and China.</p><p>Perhaps cognizant of the risk of over-reliance on China, Apple's rumored partners were Koreans. Hyundai Motor (OTC:HYMLF)(OTCPK:HYMTF)(OTCPK:HYMPY) and its subsidiary Kia Motors (OTCPK:KIMTF) were first touted asprime candidates. Subsequently, Apple wasreportedto be on the verge of signing an agreement with a joint venture of South Korea's LG and Magna, a Canadian auto supplier.</p><p>If true, one of Apple's strengths over Tesla in the EV business would be its avoidance of China as a manufacturing base. I have argued previously that Tesla woulddouble down on producing cars in Chinafollowing its favorable Shanghai experience.</p><p>On the mechanics of EVs as a product, however, Tesla is expected to maintain its clear lead. Tesla has produced its cars in-house for more than a decade and accumulated a wealth of manufacturing techniques and experience along the way. Although critics charged that its profitability was largely derived from the sale of high-margin regulatory credits, the richness of data collected without charge from drivers who<i>paid</i>for the privilege to own Tesla cars is often brushed off.</p><p>It is this Big Data pool Tesla possesses that enables it to accelerate its autonomous ride-hailing ambitions. On the other hand, even though there are many more Apple users than owners of Tesla cars, Apple's self-driving project only has its own trials to guide its development. This hampers the progress of a rollout of ride-hailing services and diminishes its threat to Tesla.</p><p>Nevertheless, Apple can bank on its ecosystem where different products and accessories connect in a seamless fashion. On the other hand, however pleasant a driving experience it is for Tesla car owners, its in-car offerings are limited and mostly outsourced.</p><p><b>Apple vs Tesla stock: final thoughts</b></p><p>Both Apple and Tesla stocks are well covered by analysts. The consensus Wall Street rating is \"bullish\" for Apple and \"neutral\" for Tesla. What's telling is that AAPL has an upside of around 23.5 percent to its price target. In contrast, TSLA has a paltry upside of only 2.6 percent at the moment.</p><p>As presented in this article, Apple's valuation multiples are well deserved given the good profitability it enjoys. Nevertheless, I wish to reiterate that Apple stock seems good as a value buy based only on the comparison to Tesla. AAPL, as illustrated earlier, is trading at higher valuation metrics than in the past.</p><p>As the company releases some highly anticipated progress in its Apple Car project, investors could become excited and accord it with EV-like multiples. Meanwhile, its existing offerings continue to keep users within its ecosystem.</p><p>In contrast, Tesla's valuation is rather rich, especially so if the so-called rotation trade is indeed in full swing. Yet, its earnings potential over the next 10 years seems to suggest TSLA is in the early innings, provided it can overcome the gradual loss of its EV credit buyers, as we have realized from theannouncementof Stellantis (STLA) this week. Thus, it is hard to pick a winner here but readers can decide based on their risk profile and invest accordingly.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Vs. Tesla Stock: Which Is A Buy Now</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 Vs. Tesla Stock: Which Is A Buy Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-08 11:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4425472-apple-vs-tesla-stock-buy-now><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAfter Apple confirmed its EV ambitions, investors began to compare its valuation metrics with Tesla.Apple certainly looks cheap and, I believe, could be described as a screaming buy. However, ...</p>\n\n<a href=\"https://seekingalpha.com/article/4425472-apple-vs-tesla-stock-buy-now\">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","AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4425472-apple-vs-tesla-stock-buy-now","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1117135949","content_text":"SummaryAfter Apple confirmed its EV ambitions, investors began to compare its valuation metrics with Tesla.Apple certainly looks cheap and, I believe, could be described as a screaming buy. However, in comparison, it doesn't necessarily follow that Tesla stock is expensive.The quant ratings for AAPL and TSLA reveal some interesting data which I will share in this article.Quarterly fluctuations could obfuscate the true potential of Tesla and make investors lose track of its long-term story.Photo by Radiomoscow/iStock via Getty ImagesArticle motivationApple Inc. (AAPL) and Tesla Inc. (TSLA) seem as contrasting as treacle and water whether we are comparing their business models or the stock. However, after Apple confirmed that it was indeed working tolaunch a carin three to six years, market players have begun to speak about the two tech titans in the same breath.In this article, I will compare the valuations of Apple and Tesla as well as discuss their respective stock performance. I will also discuss the suitability of AAPL and TSLA to different types of long-term investors.Valuation comparison of Apple and TeslaFrom the trough in March 2020 following the market panic over the COVID-19 outbreak, Tesla stock climbed more than 1000 percent higher by January this year. After the swoon in March, TSLA is still up over 800 percent, far outperforming Apple stock which hadmerelydoubled in the same period.Judging by the percentage returns, TSLA is the undisputed champion over AAPL. However, it's important to note that more than $1 trillion in market capitalization was added to Apple since mid-March of last year, while Tesla scored a smaller increase of $582 million.At its current market cap of $648.9 billion, Tesla, Inc. is less than one-third the size of Apple, Inc. Despite the massive media attention it receives and the outsized influence its chief executive officer Elon Musk has on the investing community, Tesla only has 72 percent of the market cap of social media giant Facebook (FB).In other words, while Apple stock has broken the psychological market cap of both one trillion and two trillion dollars, Tesla stock is still some distance from being \"obstructed\" by the first trillion-barrier. Considering that TSLA had in January surpassed FB stock in terms of market cap, should that happen again, we could see it potentially breaching the one trillion dollars level for the first time.Critics could argue that would bring Tesla's price-to-earnings (P/E) ratio to above a thousand times, a mind-boggling number in itself. In contrast, Apple's P/E ratio is currently at 28.7 times, a paltry number in comparison. However, for much of TSLA's trading history, the stock didn't even have a P/E ratio to speak of, as the company was not profitable for many years. Yet, the lack of a P/E ratio did not deter investors from piling in.Based on the price-to-sales ratio, if Tesla Inc. reclaims the 30 times record achieved in January, its market cap would indeed be within reach of the one trillion dollar mark, coming at around $930 million. At the same time, comparing Apple with Tesla, the former certainly looks \"cheap\" and could be described as a \"screaming buy\". I have made the description in quotations as that can be said of many stocks when compared with Tesla.Hence, it's more instructive to compare Apple Inc. with itself. In the past 10 years, its P/E ratio is an average of 17 times. The current P/E of 29 times is, thus, a leap over the historical average, even though it has come off the recent peaks of over 40 times in the past year.For those who look beyond the income statements and into the cash flows, Apple's $90.5 billion free cash flow [FCF] outshines Tesla's $2.4 billion by an extremely wide margin. Putting the chasm in perspective, AAPL's price-to-FCF ratio at 24 times is ultra-low relative to TSLA's 310 times.Should long-term investors go for AAPL or TSLA?At first glance, it looks to me that Apple stock is a good value buy. However, looking at the quant grade for value, AAPL's score of D+ is not that much better than TSLA's F. Why is this so? The primary reason is that quant ratings are based on the individual stock's metrics relative to its industry. Apple, Inc. belongs to the Information Technology sector, while Tesla, Inc. falls under Consumer Discretionary. Source: Seeking Alpha PremiumFor growth, AAPL scored a poor grade of C- while TSLA has a stellar A+. While this is also judged according to their respective sectors, readers can see in the following table that TSLA's growth metrics are significantly superior to AAPL and consistently so.For instance, Tesla's revenue on a 5-year CAGR basis is 53.2 percent, several times that of Apple's 7.4 percent. If Tesla's 50.8 percent EBITDA year-on-year growth is impressive, the 63.5 percent EBITDA growth on a forward basis would be incredible. In contrast, analysts are forecasting Apple's EBITDA growth on a forward basis to be more than halved. TSLA grew its tangible book value by 77.2 percent CAGR in the past three years while AAPL saw a contraction of 18.3 percent in the same period.Growth MetricsAAPLTSLARevenue Growth (YoY)21.43%38.11%Revenue Growth (FWD)12.19%39.54%Revenue 3 Year [CAGR]9.56%42.31%Revenue 5 Year [CAGR]7.42%53.24%EBITDA Growth (YoY)29.12%50.80%EBITDA Growth (FWD)12.96%63.49%Tang Book Value 3 Year [CAGR]-18.31%77.24%Total Assets 3 Year [CAGR]-2.83%24.77%The saving grace for Apple Inc., or its attraction, is its superior profitability metrics. Its gross profit margin is nearly double that of Tesla. Further down the income statement, Apple's net income margin at 23.5 percent is more than 7 times higher than Tesla's.AAPL's Return on Equity is a staggering 103.4 percent as compared to TSLA's 7.2 percent. The disparity is expected to widen as Apple continues to execute its share buyback program, shrinking its equity, while Tesla issues new shares to fund its growth. Its Return on Assets at 16.9 percent is several times that of Tesla's 3.0 percent. Its Return on Total Capital at 28.6 percent is 6.7 times that of Tesla's 4.3 percent.Profitability MetricsAAPLTSLAGross Profit Margin39.88%21.18%EBIT Margin27.32%6.01%EBITDA Margin30.68%12.66%Net Income Margin23.45%3.18%Levered FCF Margin24.62%9.84%Return on Equity103.40%7.16%Return on Assets16.90%2.99%Return on Total Capital28.64%4.30%With this underperformance, should long-term investors ignore Tesla? The answer depends on one's holding power and the ability to stay calm amid the volatility that TSLA stock has been known for. According to Wall Street analysts, Tesla's 2020's earnings per share [EPS] of $2.24 was just a small fraction of what the EV-maker could deliver in the next ten years.By 2030, Tesla, Inc. is projected to mint $34.48 in EPS on a consensus basis, giving it a forward P/E ratio of 19.5 times. This will be a dramatic reduction from the current P/E ratio of over 300 times. Quarter-on-quarter, however, the picture might not be as clear as production hiccups from possible mishaps, shortage of components such as semiconductor chips, ramp-up challenges, etc. could obfuscate its true potential and make investors lose track of its long-term story.Source: Seeking Alpha PremiumOf course, if you are looking for dividends, TSLA is one stock you can forget about investing in. On the contrary, AAPL offers dividend investors a fairly consistent dividend and an excellent \"dividend safety\", even if the dividend growth is barely a passing grade and the dividend yield is a disappointing D+ grade. A conservative investor wouldn't complain about Apple's dividend.How might Apple's introduction of an electric car affect Tesla?There are more similarities between Apple and Tesla than the duo being in the electric car business three-to-five years down the road. Both American firms are already entrenched in China for the manufacturing of products as well as an important market. That makes the two companies subjected to thegeopolitical tensions brewing intenselybetween the U.S. and China.Perhaps cognizant of the risk of over-reliance on China, Apple's rumored partners were Koreans. Hyundai Motor (OTC:HYMLF)(OTCPK:HYMTF)(OTCPK:HYMPY) and its subsidiary Kia Motors (OTCPK:KIMTF) were first touted asprime candidates. Subsequently, Apple wasreportedto be on the verge of signing an agreement with a joint venture of South Korea's LG and Magna, a Canadian auto supplier.If true, one of Apple's strengths over Tesla in the EV business would be its avoidance of China as a manufacturing base. I have argued previously that Tesla woulddouble down on producing cars in Chinafollowing its favorable Shanghai experience.On the mechanics of EVs as a product, however, Tesla is expected to maintain its clear lead. Tesla has produced its cars in-house for more than a decade and accumulated a wealth of manufacturing techniques and experience along the way. Although critics charged that its profitability was largely derived from the sale of high-margin regulatory credits, the richness of data collected without charge from drivers whopaidfor the privilege to own Tesla cars is often brushed off.It is this Big Data pool Tesla possesses that enables it to accelerate its autonomous ride-hailing ambitions. On the other hand, even though there are many more Apple users than owners of Tesla cars, Apple's self-driving project only has its own trials to guide its development. This hampers the progress of a rollout of ride-hailing services and diminishes its threat to Tesla.Nevertheless, Apple can bank on its ecosystem where different products and accessories connect in a seamless fashion. On the other hand, however pleasant a driving experience it is for Tesla car owners, its in-car offerings are limited and mostly outsourced.Apple vs Tesla stock: final thoughtsBoth Apple and Tesla stocks are well covered by analysts. The consensus Wall Street rating is \"bullish\" for Apple and \"neutral\" for Tesla. What's telling is that AAPL has an upside of around 23.5 percent to its price target. In contrast, TSLA has a paltry upside of only 2.6 percent at the moment.As presented in this article, Apple's valuation multiples are well deserved given the good profitability it enjoys. Nevertheless, I wish to reiterate that Apple stock seems good as a value buy based only on the comparison to Tesla. AAPL, as illustrated earlier, is trading at higher valuation metrics than in the past.As the company releases some highly anticipated progress in its Apple Car project, investors could become excited and accord it with EV-like multiples. Meanwhile, its existing offerings continue to keep users within its ecosystem.In contrast, Tesla's valuation is rather rich, especially so if the so-called rotation trade is indeed in full swing. Yet, its earnings potential over the next 10 years seems to suggest TSLA is in the early innings, provided it can overcome the gradual loss of its EV credit buyers, as we have realized from theannouncementof Stellantis (STLA) this week. Thus, it is hard to pick a winner here but readers can decide based on their risk profile and invest accordingly.","news_type":1},"isVote":1,"tweetType":1,"viewCount":315,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":107140504,"gmtCreate":1620456956808,"gmtModify":1704344025692,"author":{"id":"3580330414173534","authorId":"3580330414173534","name":"mootaromama","avatar":"https://static.tigerbbs.com/bb145c21debe1e80b416fb6027863fd5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580330414173534","idStr":"3580330414173534"},"themes":[],"htmlText":"Watch list Naidu for sure!","listText":"Watch list Naidu for sure!","text":"Watch list Naidu for sure!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/107140504","repostId":"1114799901","repostType":4,"repost":{"id":"1114799901","pubTimestamp":1620395084,"share":"https://ttm.financial/m/news/1114799901?lang=&edition=fundamental","pubTime":"2021-05-07 21:44","market":"us","language":"en","title":"Why Wait for a Crash to Invest? These 3 Top Stocks Are Already Down More Than 40%","url":"https://stock-news.laohu8.com/highlight/detail?id=1114799901","media":"fool","summary":"If you're waiting for the broader stock market to plunge so you can go bargain-hunting, you may want","content":"<p>If you're waiting for the broader stock market to plunge so you can go bargain-hunting, you may want to put your shopping shoes on now. Some top-quality stocks are already down by 30%, 40%, or even more from their all-time highs.</p><p>Case in point: Shares of&nbsp;<b>Zillow Group</b>&nbsp;(NASDAQ:ZG)(NASDAQ:Z),<b>Baidu</b>(NASDAQ:BIDU), and&nbsp;<b>Teladoc</b>(NYSE:TDOC)are all trading at least 40% below their recent highs. These markdowns aren't likely to last long.</p><p>1. Zillow Group</p><p>Real estate is hot, but the leading online portal for residential housing has gone cold. As of the close on Tuesday (when it delivered its latest quarterly report), Zillow shares had fallen 42% from the peak they hit three months ago.</p><p>Revenue rose 8% in the first quarter, but that followed back-to-back quarters of double-digit percentage declines.</p><p>If you would have expected Zillow to be holding up a lot better in this climate, the good news is that it's doing just fine. What's dragging its performance down is its home-flipping segment. Zillow's iBuyer business lets folks sell their homes to the real estate giant through its Zillow Offers platform. The company can cash out sellers quickly, and because the site is so popular -- with 221 million monthly active unique users -- it doesn't have a problem finding buyers quickly, too.</p><p>But Zillow intentionally scaled back its iBuyer dealings during the pandemic, and that segment's revenues declined 9% through the first three months of this year. Now, it's starting toramp the operation back up. The rest of Zillow is rocking.&nbsp; Revenues from its flagship internet, media, and technology segment rose 35% for the quarter. Its nascent mortgage segment is growing even faster.</p><p>Housing is a seller's market right now. That's not welcome news for buyers, but it's great for Zillow. Real estate agents are paying up to make sure their listings get noticed on the platform, and the rapid turnover of properties is keeping more people glued to the app.</p><p>2. Baidu</p><p>China's leading search engine operator is starting to turn the corner, but you might not recognize that if all you were looking at was its stock chart or its latest financial results. Baidu's share price has plunged 44% since peaking in February. Revenue rose a mere 5% in the fourth quarter, but that was actually the third straight period of accelerating top-line growth.</p><p>We'll get a taste of how things are going when Baidu unveils its first-quarter numbers in two weeks. They should be impressive. Analysts are predicting a 31% increase in revenue for the period with earnings per share growing even faster.</p><p>Beyond search, Baidu is a leader inartificial intelligence. It's raising the bar in self-driving car technology, and the company -- which once seemed to be tethered to the world of the PC -- now has a vibrant mobile ecosystem in place. The stock is also cheap, trading for a little more than 19 times this year's projected earnings and 16 times next year's target. Baidu has trounced Wall Street's quarterly profit targets by at least double-digit percentages over the past year, so at some point down the road, investors may look back at today's prices as offering an even better bargain valuation than they currently appear to.</p><p>3. Teladoc</p><p>Another stock that peaked in February is Teladoc, and it has seen the biggest drop of these three with a 49% belly flop. The popular telehealth provider released itsfirst-quarter reportlast week, and it wasn't bad at all.</p><p>Revenue soared 151% in the period. The Livongo Health acquisition helped pad results, but it still clocked in with strong organic growth from its namesake virtual healthcare platform. Total visits and sessions provided more than doubled year over year.</p><p>There are two things holding Teladoc back, and neither one is as problematic as one would think for a company whose stock has nearly been cut in half in less than three months.</p><p>First, because Teladoc exploded in popularity during the pandemic, when it offered a safer alternative to in-person doctor visits, there's an assumption that the momentum will go the other way as more people get vaccinated and fears about COVID-19 recede. That bearish view ignores that Teladoc was already growing rapidly before the pandemic. Moreover, millions of people have gotten used to using Teladoc as a convenient and cost-effective alternative to traditional medical consultations, and it's hard to imagine them abandoning it.</p><p>The other knock on Teladoc is that telehealth competition will heat up in the near future. This isn't a bad thing either. There will be plenty of new opportunities for all the players in this space to enjoy. And the fact that other companies are putting more weight into their own telehealth solutions would also seem to go against the first knock on Teladoc, in that those investments validate the business model.</p><p>Zillow, Baidu, and Teladoc are on sale. Don't wait too long before going shopping.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Wait for a Crash to Invest? These 3 Top Stocks Are Already Down More Than 40%</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 Wait for a Crash to Invest? These 3 Top Stocks Are Already Down More Than 40%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-07 21:44 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/05/06/why-wait-for-a-crash-to-invest-these-3-top-stocks/><strong>fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>If you're waiting for the broader stock market to plunge so you can go bargain-hunting, you may want to put your shopping shoes on now. Some top-quality stocks are already down by 30%, 40%, or even ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/05/06/why-wait-for-a-crash-to-invest-these-3-top-stocks/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ZG":"Zillow Class A","BIDU":"百度","TDOC":"Teladoc Health Inc."},"source_url":"https://www.fool.com/investing/2021/05/06/why-wait-for-a-crash-to-invest-these-3-top-stocks/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114799901","content_text":"If you're waiting for the broader stock market to plunge so you can go bargain-hunting, you may want to put your shopping shoes on now. Some top-quality stocks are already down by 30%, 40%, or even more from their all-time highs.Case in point: Shares of Zillow Group (NASDAQ:ZG)(NASDAQ:Z),Baidu(NASDAQ:BIDU), and Teladoc(NYSE:TDOC)are all trading at least 40% below their recent highs. These markdowns aren't likely to last long.1. Zillow GroupReal estate is hot, but the leading online portal for residential housing has gone cold. As of the close on Tuesday (when it delivered its latest quarterly report), Zillow shares had fallen 42% from the peak they hit three months ago.Revenue rose 8% in the first quarter, but that followed back-to-back quarters of double-digit percentage declines.If you would have expected Zillow to be holding up a lot better in this climate, the good news is that it's doing just fine. What's dragging its performance down is its home-flipping segment. Zillow's iBuyer business lets folks sell their homes to the real estate giant through its Zillow Offers platform. The company can cash out sellers quickly, and because the site is so popular -- with 221 million monthly active unique users -- it doesn't have a problem finding buyers quickly, too.But Zillow intentionally scaled back its iBuyer dealings during the pandemic, and that segment's revenues declined 9% through the first three months of this year. Now, it's starting toramp the operation back up. The rest of Zillow is rocking.  Revenues from its flagship internet, media, and technology segment rose 35% for the quarter. Its nascent mortgage segment is growing even faster.Housing is a seller's market right now. That's not welcome news for buyers, but it's great for Zillow. Real estate agents are paying up to make sure their listings get noticed on the platform, and the rapid turnover of properties is keeping more people glued to the app.2. BaiduChina's leading search engine operator is starting to turn the corner, but you might not recognize that if all you were looking at was its stock chart or its latest financial results. Baidu's share price has plunged 44% since peaking in February. Revenue rose a mere 5% in the fourth quarter, but that was actually the third straight period of accelerating top-line growth.We'll get a taste of how things are going when Baidu unveils its first-quarter numbers in two weeks. They should be impressive. Analysts are predicting a 31% increase in revenue for the period with earnings per share growing even faster.Beyond search, Baidu is a leader inartificial intelligence. It's raising the bar in self-driving car technology, and the company -- which once seemed to be tethered to the world of the PC -- now has a vibrant mobile ecosystem in place. The stock is also cheap, trading for a little more than 19 times this year's projected earnings and 16 times next year's target. Baidu has trounced Wall Street's quarterly profit targets by at least double-digit percentages over the past year, so at some point down the road, investors may look back at today's prices as offering an even better bargain valuation than they currently appear to.3. TeladocAnother stock that peaked in February is Teladoc, and it has seen the biggest drop of these three with a 49% belly flop. The popular telehealth provider released itsfirst-quarter reportlast week, and it wasn't bad at all.Revenue soared 151% in the period. The Livongo Health acquisition helped pad results, but it still clocked in with strong organic growth from its namesake virtual healthcare platform. Total visits and sessions provided more than doubled year over year.There are two things holding Teladoc back, and neither one is as problematic as one would think for a company whose stock has nearly been cut in half in less than three months.First, because Teladoc exploded in popularity during the pandemic, when it offered a safer alternative to in-person doctor visits, there's an assumption that the momentum will go the other way as more people get vaccinated and fears about COVID-19 recede. That bearish view ignores that Teladoc was already growing rapidly before the pandemic. Moreover, millions of people have gotten used to using Teladoc as a convenient and cost-effective alternative to traditional medical consultations, and it's hard to imagine them abandoning it.The other knock on Teladoc is that telehealth competition will heat up in the near future. This isn't a bad thing either. There will be plenty of new opportunities for all the players in this space to enjoy. And the fact that other companies are putting more weight into their own telehealth solutions would also seem to go against the first knock on Teladoc, in that those investments validate the business model.Zillow, Baidu, and Teladoc are on sale. Don't wait too long before going shopping.","news_type":1},"isVote":1,"tweetType":1,"viewCount":277,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":104848124,"gmtCreate":1620378161468,"gmtModify":1704342806957,"author":{"id":"3580330414173534","authorId":"3580330414173534","name":"mootaromama","avatar":"https://static.tigerbbs.com/bb145c21debe1e80b416fb6027863fd5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580330414173534","idStr":"3580330414173534"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/M15.SI\">$MATEX INTERNATIONAL LIMITED(M15.SI)$</a>Damn... still waiting!!!","listText":"<a href=\"https://laohu8.com/S/M15.SI\">$MATEX INTERNATIONAL LIMITED(M15.SI)$</a>Damn... still waiting!!!","text":"$MATEX INTERNATIONAL LIMITED(M15.SI)$Damn... still waiting!!!","images":[{"img":"https://static.tigerbbs.com/a9705fc506ea330476717e1027e8814e","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/104848124","isVote":1,"tweetType":1,"viewCount":361,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":100628468,"gmtCreate":1619610914354,"gmtModify":1704726749482,"author":{"id":"3580330414173534","authorId":"3580330414173534","name":"mootaromama","avatar":"https://static.tigerbbs.com/bb145c21debe1e80b416fb6027863fd5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580330414173534","authorIdStr":"3580330414173534"},"themes":[],"htmlText":"Awesome ?","listText":"Awesome ?","text":"Awesome ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/100628468","repostId":"1179396069","repostType":4,"repost":{"id":"1179396069","pubTimestamp":1619573853,"share":"https://ttm.financial/m/news/1179396069?lang=&edition=fundamental","pubTime":"2021-04-28 09:37","market":"us","language":"en","title":"Apple Could Blow the Top Off Earnings—Again. What That Would Mean for the Stock.","url":"https://stock-news.laohu8.com/highlight/detail?id=1179396069","media":"Barrons","summary":"Apple has its work cut out for it trying to surpass 2020’s blowout results. The thing is, the tech g","content":"<p>Apple has its work cut out for it trying to surpass 2020’s blowout results. The thing is, the tech giant just might be able to pull it off.</p>\n<p>The buzz around Apple last year was off the charts, even for what is the buzziest of technology companies. Anticipation of the fall launch of the company’s first 5G phones, surging demand for both Macs and iPads as the pandemic rolled on, and strength in both wearables and services fed off each other. The pieces all came together in the December quarter, when Apple (ticker: AAPL) posted&nbsp;its biggest quarter ever. Sales soared 21% to $111.4 billion, more than $8 billion over the Street consensus. Every product category—iPhone, iPad, Macs, wearables, and services—notched double-digit growth. Apple stock finished the year up 81%, adding nearly $1 trillion to its market cap.</p>\n<p>That’s a tough act to follow, particularly with the March quarter, which always slows from the holiday-boosted December quarter. But Apple could pull off the quintuple double again when its results come out after the bell Wednesday. The Street certainly thinks so, even if the market, which has pushed Apple shares up less than 2% in 2021, has been more cautious. Consensus estimates call for double-digit increases from last year across the board: iPhones sales up 43%, to $41.4 billion; iPad sales up 29%, to $5.6 billion; Mac sales of $6.8 billion, up 27%; wearables sales (mostly Apple Watch and AirPods) of $7.4 billion, up 18%; and a 16% bump in services, to $15.5 billion.</p>\n<p>Overall, the Street consensus expects sales of $77 billion, up 32% from a year ago, with profits of 98 cents a share. That would be the fastest top-line growth rate for any Apple quarter since March 2012, when revenues were about half what they are now. And most bullish Apple analysts seem to think their own estimates are too low—a print at $77 billion would likely trigger a selloff in the stock.</p>\n<p>Apple is also&nbsp;expected to provide an update on its capital-allocation strategy. A year ago,the company announced a 6% dividend increase, and boosted its stock repurchase plan by $50 billion. Apple has said repeatedly that it is pushing to get to a cash neutral position, but its remarkably big cash flow has slowed progress toward that goal.</p>\n<p>As always, the quarter is about more than just earnings.</p>\n<p>For one, the Street will be looking for signs that the sales surge for Macs and iPads is sustainable—and that the company is keeping up with demand despite widespread chip and display shortages. Some investors worry that the spike in PC demand could ebb as more people return to schools and offices. They’ll be looking for company guidance on that point.</p>\n<p>Another is the sustainability of the resurgence in iPhone growth. There were high hopes among bulls that the iPhone 12 would drive a “supercycle” with an accelerated replacement cycle. Several analysts have noted that a clear consumer preference for the high end of the iPhone 12 line is driving up average selling prices, which should support a strong revenue quarter for the segment.</p>\n<p>“Given the later-than-seasonal launch of new iPhones in the fall of 2020, we believe iPhone demand will experience more favorable year-over-year comparisons this March quarter compared to past years,” writes Monness Crespi Hardt’s Brian White, who sees 47% iPhone revenue growth during the quarter.</p>\n<p>And if Apple pulls it all together? Apple could crush Street estimates, writes Morgan Stanley analyst Katy Huberty, who has an Overweight rating and a $158 price target on the stock, up 17% from Monday’s close of $134.72. She sees the top line above $80 billion, with all segments growing at least 19% year over year. She is especially bullish on Mac and iPad sales, with estimates far above consensus—53% for Macs and 52% for iPads. She also expects Apple to increase its dividend by 10% and expand its stock repurchase program by $60 billion.</p>\n<p>That would certainly qualify as a job well done.</p>","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>Apple Could Blow the Top Off Earnings—Again. What That Would Mean for the 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\">\nApple Could Blow the Top Off Earnings—Again. What That Would Mean for the Stock.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-28 09:37 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/apple-could-blow-the-top-off-earningsagain-what-that-would-mean-for-the-stock-51619495288?mod=hp_DAY_Theme_1_2><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple has its work cut out for it trying to surpass 2020’s blowout results. The thing is, the tech giant just might be able to pull it off.\nThe buzz around Apple last year was off the charts, even for...</p>\n\n<a href=\"https://www.barrons.com/articles/apple-could-blow-the-top-off-earningsagain-what-that-would-mean-for-the-stock-51619495288?mod=hp_DAY_Theme_1_2\">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://www.barrons.com/articles/apple-could-blow-the-top-off-earningsagain-what-that-would-mean-for-the-stock-51619495288?mod=hp_DAY_Theme_1_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179396069","content_text":"Apple has its work cut out for it trying to surpass 2020’s blowout results. The thing is, the tech giant just might be able to pull it off.\nThe buzz around Apple last year was off the charts, even for what is the buzziest of technology companies. Anticipation of the fall launch of the company’s first 5G phones, surging demand for both Macs and iPads as the pandemic rolled on, and strength in both wearables and services fed off each other. The pieces all came together in the December quarter, when Apple (ticker: AAPL) posted its biggest quarter ever. Sales soared 21% to $111.4 billion, more than $8 billion over the Street consensus. Every product category—iPhone, iPad, Macs, wearables, and services—notched double-digit growth. Apple stock finished the year up 81%, adding nearly $1 trillion to its market cap.\nThat’s a tough act to follow, particularly with the March quarter, which always slows from the holiday-boosted December quarter. But Apple could pull off the quintuple double again when its results come out after the bell Wednesday. The Street certainly thinks so, even if the market, which has pushed Apple shares up less than 2% in 2021, has been more cautious. Consensus estimates call for double-digit increases from last year across the board: iPhones sales up 43%, to $41.4 billion; iPad sales up 29%, to $5.6 billion; Mac sales of $6.8 billion, up 27%; wearables sales (mostly Apple Watch and AirPods) of $7.4 billion, up 18%; and a 16% bump in services, to $15.5 billion.\nOverall, the Street consensus expects sales of $77 billion, up 32% from a year ago, with profits of 98 cents a share. That would be the fastest top-line growth rate for any Apple quarter since March 2012, when revenues were about half what they are now. And most bullish Apple analysts seem to think their own estimates are too low—a print at $77 billion would likely trigger a selloff in the stock.\nApple is also expected to provide an update on its capital-allocation strategy. A year ago,the company announced a 6% dividend increase, and boosted its stock repurchase plan by $50 billion. Apple has said repeatedly that it is pushing to get to a cash neutral position, but its remarkably big cash flow has slowed progress toward that goal.\nAs always, the quarter is about more than just earnings.\nFor one, the Street will be looking for signs that the sales surge for Macs and iPads is sustainable—and that the company is keeping up with demand despite widespread chip and display shortages. Some investors worry that the spike in PC demand could ebb as more people return to schools and offices. They’ll be looking for company guidance on that point.\nAnother is the sustainability of the resurgence in iPhone growth. There were high hopes among bulls that the iPhone 12 would drive a “supercycle” with an accelerated replacement cycle. Several analysts have noted that a clear consumer preference for the high end of the iPhone 12 line is driving up average selling prices, which should support a strong revenue quarter for the segment.\n“Given the later-than-seasonal launch of new iPhones in the fall of 2020, we believe iPhone demand will experience more favorable year-over-year comparisons this March quarter compared to past years,” writes Monness Crespi Hardt’s Brian White, who sees 47% iPhone revenue growth during the quarter.\nAnd if Apple pulls it all together? Apple could crush Street estimates, writes Morgan Stanley analyst Katy Huberty, who has an Overweight rating and a $158 price target on the stock, up 17% from Monday’s close of $134.72. She sees the top line above $80 billion, with all segments growing at least 19% year over year. She is especially bullish on Mac and iPad sales, with estimates far above consensus—53% for Macs and 52% for iPads. She also expects Apple to increase its dividend by 10% and expand its stock repurchase program by $60 billion.\nThat would certainly qualify as a job well done.","news_type":1},"isVote":1,"tweetType":1,"viewCount":163,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9058365687,"gmtCreate":1654789227949,"gmtModify":1676535511384,"author":{"id":"3580330414173534","authorId":"3580330414173534","name":"mootaromama","avatar":"https://static.tigerbbs.com/bb145c21debe1e80b416fb6027863fd5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580330414173534","authorIdStr":"3580330414173534"},"themes":[],"htmlText":"Wait a bit more to catch a better price...&nbsp;","listText":"Wait a bit more to catch a better price...&nbsp;","text":"Wait a bit more to catch a better price...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9058365687","repostId":"2241896546","repostType":4,"repost":{"id":"2241896546","pubTimestamp":1654786818,"share":"https://ttm.financial/m/news/2241896546?lang=&edition=fundamental","pubTime":"2022-06-09 23:00","market":"us","language":"en","title":"Got $5,000? 2 Tech Stocks to Buy and Hold for the Long Term","url":"https://stock-news.laohu8.com/highlight/detail?id=2241896546","media":"Motley Fool","summary":"Investing for the long term allows the power of compounding to work wonders for your savings.","content":"<html><head></head><body><p>If you&#39;ve got $5,000 you&#39;re looking to put away for the long term, consider technology companies. They can deliver handsome returns to investors with a long-term mindset. That&#39;s because they typically grow revenue more robustly than, for example, brick-and-mortar retail businesses.</p><p><b><a href=\"https://laohu8.com/S/FB\">Meta Platforms</a></b> and <b>Alphabet</b> (GOOGL) (GOOG), specifically, are excellent tech stocks to buy and hold for the long term. Each has a dominant position with its services and coincidentally operates in the advertising industry with its massive total addressable market. Let&#39;s take a closer look at these two buy-and-hold potentials.</p><h2>1. Meta&#39;s stock price has cratered</h2><p>With the headwinds Meta Platforms faces in the near term, it can be easy to forget its dominance. The company, formerly known as Facebook, boasts 2.8 billion daily active users across its family of social media apps, including Facebook, Instagram, Messenger, and WhatsApp. That figure was 8% higher year over year, so despite its size, the company is finding new individuals to attract.</p><p>The key word in the metric mentioned above is <i>daily. </i>There are <i>billions</i> of people opening <a href=\"https://laohu8.com/S/AONE.U\">one</a> of Meta&#39;s family of apps every day. Meta&#39;s apps have been around for several years, and it&#39;s hard to break a habit you&#39;ve been doing daily for years. Daily habits may be bad news if you&#39;re trying to quit smoking, but it&#39;s great news if you&#39;re an investor considering Meta Platforms&#39; stock.</p><p>Meta Platforms&#39; apps are free to join and use, so its revenue model is instead centered around showing targeted ads to users. Judging by Meta&#39;s revenue growth from $5 billion to $118 billion in the last decade, you can reasonably infer that marketers are getting an excellent return from the ads they place on a Meta app. Similarly, Meta&#39;s operating profit margin increased from 10.6% to 39.6% during that time. That suggests Meta is getting much better at efficiently monetizing its users.</p><p><img src=\"https://static.tigerbbs.com/fc623dd246a8bbef238aa0dd73bc5882\" tg-width=\"720\" tg-height=\"387\" referrerpolicy=\"no-referrer\"/></p><p>FB Revenue (Annual) data by YCharts</p><p>Meta has seen some near-term headwinds that have led to a 49% drop in its stock price since last September. Those headwinds relate to increased competition for users&#39; time, smartphone operating system privacy changes, and some short-term macroeconomic factors. With revenue growing as robustly as it has in the last decade and operating profit margins so high, Meta offers investors wiggle room even if these headwinds persist and will give the company time to manage the situation as well as develop new revenue streams (especially as it relates to the metaverse).</p><h2>2. Alphabet is home to Google, the world&#39;s top search engine</h2><p>Google&#39;s share of worldwide search engine queries hovers steadily around 80% and has done so for years. Since so many purchase decisions start with an internet search, that&#39;s a valuable asset to own. Businesses covet the opportunity for their website to appear amid customer search queries.</p><p>That desire has driven Alphabet&#39;s annual revenue from $46 billion a decade ago to its current $258 billion. Appearing in search engine results brings highly qualified customers to businesses, likely to remain valid for several decades more. People won&#39;t take the time to search for something they are not interested in; that&#39;s human nature.</p><p><img src=\"https://static.tigerbbs.com/1e102379109e49d18ea5156fc3dc054a\" tg-width=\"720\" tg-height=\"387\" referrerpolicy=\"no-referrer\"/></p><p>GOOG Revenue (Annual) data by YCharts</p><p>Alphabet&#39;s overall revenue is substantial but it also raises questions about whether growth can continue at its current pace. The answer is that continued growth is likely. Marketers spent $763 billion on ads last year, a total that was 22.5% higher than the previous year. The advertising industry is massive but its also still growing at a significant rate, suggesting that Alphabet has plenty of potential new addressable markets to go after for years to come. It also has its alternate revenue streams to continue growing, including cloud computing, Google Services, and Other Bets (like Waymo driverless vehicles).</p><p>Meta Platforms and Alphabet have captured leadership positions in the industries they serve. Their chosen businesses benefit from consumer habits that are unlikely to change. For those reasons, Meta Platforms and Alphabet are two tech stocks you can buy and hold for the long term.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Got $5,000? 2 Tech Stocks to Buy and Hold for the Long Term</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\">\nGot $5,000? 2 Tech Stocks to Buy and Hold for the Long Term\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-09 23:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/06/08/got-5000-tech-stocks-to-buy-and-hold-for-long-term/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>If you've got $5,000 you're looking to put away for the long term, consider technology companies. They can deliver handsome returns to investors with a long-term mindset. That's because they typically...</p>\n\n<a href=\"https://www.fool.com/investing/2022/06/08/got-5000-tech-stocks-to-buy-and-hold-for-long-term/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4553":"喜马拉雅资本持仓","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","BK4576":"AR","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","BK4525":"远程办公概念","BK4524":"宅经济概念","BK4508":"社交媒体","META":"Meta Platforms, Inc.","BK4077":"互动媒体与服务","BK4538":"云计算","BK4527":"明星科技股","BK4579":"人工智能","BK4550":"红杉资本持仓","BK4503":"景林资产持仓","BK4574":"无人驾驶","GOOG":"谷歌","BK4551":"寇图资本持仓","GOOGL":"谷歌A","BK4573":"虚拟现实","BK4561":"索罗斯持仓","BK4581":"高盛持仓","BK4548":"巴美列捷福持仓","BK4514":"搜索引擎","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓"},"source_url":"https://www.fool.com/investing/2022/06/08/got-5000-tech-stocks-to-buy-and-hold-for-long-term/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2241896546","content_text":"If you've got $5,000 you're looking to put away for the long term, consider technology companies. They can deliver handsome returns to investors with a long-term mindset. That's because they typically grow revenue more robustly than, for example, brick-and-mortar retail businesses.Meta Platforms and Alphabet (GOOGL) (GOOG), specifically, are excellent tech stocks to buy and hold for the long term. Each has a dominant position with its services and coincidentally operates in the advertising industry with its massive total addressable market. Let's take a closer look at these two buy-and-hold potentials.1. Meta's stock price has crateredWith the headwinds Meta Platforms faces in the near term, it can be easy to forget its dominance. The company, formerly known as Facebook, boasts 2.8 billion daily active users across its family of social media apps, including Facebook, Instagram, Messenger, and WhatsApp. That figure was 8% higher year over year, so despite its size, the company is finding new individuals to attract.The key word in the metric mentioned above is daily. There are billions of people opening one of Meta's family of apps every day. Meta's apps have been around for several years, and it's hard to break a habit you've been doing daily for years. Daily habits may be bad news if you're trying to quit smoking, but it's great news if you're an investor considering Meta Platforms' stock.Meta Platforms' apps are free to join and use, so its revenue model is instead centered around showing targeted ads to users. Judging by Meta's revenue growth from $5 billion to $118 billion in the last decade, you can reasonably infer that marketers are getting an excellent return from the ads they place on a Meta app. Similarly, Meta's operating profit margin increased from 10.6% to 39.6% during that time. That suggests Meta is getting much better at efficiently monetizing its users.FB Revenue (Annual) data by YChartsMeta has seen some near-term headwinds that have led to a 49% drop in its stock price since last September. Those headwinds relate to increased competition for users' time, smartphone operating system privacy changes, and some short-term macroeconomic factors. With revenue growing as robustly as it has in the last decade and operating profit margins so high, Meta offers investors wiggle room even if these headwinds persist and will give the company time to manage the situation as well as develop new revenue streams (especially as it relates to the metaverse).2. Alphabet is home to Google, the world's top search engineGoogle's share of worldwide search engine queries hovers steadily around 80% and has done so for years. Since so many purchase decisions start with an internet search, that's a valuable asset to own. Businesses covet the opportunity for their website to appear amid customer search queries.That desire has driven Alphabet's annual revenue from $46 billion a decade ago to its current $258 billion. Appearing in search engine results brings highly qualified customers to businesses, likely to remain valid for several decades more. People won't take the time to search for something they are not interested in; that's human nature.GOOG Revenue (Annual) data by YChartsAlphabet's overall revenue is substantial but it also raises questions about whether growth can continue at its current pace. The answer is that continued growth is likely. Marketers spent $763 billion on ads last year, a total that was 22.5% higher than the previous year. The advertising industry is massive but its also still growing at a significant rate, suggesting that Alphabet has plenty of potential new addressable markets to go after for years to come. It also has its alternate revenue streams to continue growing, including cloud computing, Google Services, and Other Bets (like Waymo driverless vehicles).Meta Platforms and Alphabet have captured leadership positions in the industries they serve. Their chosen businesses benefit from consumer habits that are unlikely to change. For those reasons, Meta Platforms and Alphabet are two tech stocks you can buy and hold for the long term.","news_type":1},"isVote":1,"tweetType":1,"viewCount":155,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":193238155,"gmtCreate":1620789322977,"gmtModify":1704348433917,"author":{"id":"3580330414173534","authorId":"3580330414173534","name":"mootaromama","avatar":"https://static.tigerbbs.com/bb145c21debe1e80b416fb6027863fd5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580330414173534","authorIdStr":"3580330414173534"},"themes":[],"htmlText":"Fierce competition is always good. Let's stand at the sideline and watch this show.","listText":"Fierce competition is always good. Let's stand at the sideline and watch this show.","text":"Fierce competition is always good. Let's stand at the sideline and watch this show.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/193238155","repostId":"2134643366","repostType":4,"isVote":1,"tweetType":1,"viewCount":277,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":102749510,"gmtCreate":1620256639030,"gmtModify":1704340760025,"author":{"id":"3580330414173534","authorId":"3580330414173534","name":"mootaromama","avatar":"https://static.tigerbbs.com/bb145c21debe1e80b416fb6027863fd5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580330414173534","authorIdStr":"3580330414173534"},"themes":[],"htmlText":"From the sea and to the moon!","listText":"From the sea and to the moon!","text":"From the sea and to the moon!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/102749510","repostId":"2133528055","repostType":4,"repost":{"id":"2133528055","pubTimestamp":1620218700,"share":"https://ttm.financial/m/news/2133528055?lang=&edition=fundamental","pubTime":"2021-05-05 20:45","market":"us","language":"en","title":"2 Gaming Stocks That Have a Killer Advantage","url":"https://stock-news.laohu8.com/highlight/detail?id=2133528055","media":"Motley Fool","summary":"Unity Software and Sea Limited enjoy strong network effects that will make their stocks soar higher.","content":"<p>The video gaming industry is probably bigger than you think it is. Companies in the industry generate $180 billion in annual revenue worldwide. When compared with other entertainment sectors, that's bigger than the film industry ($100 billion) and the sports industry ($75 billion) combined. While gaming hardware being sold by <b>Sony</b>, <b>Microsoft</b>, and <b>Nintendo </b>makes up a significant percentage of that revenue, the vast majority (roughly $167 billion) is related to software sales.</p><p>There are numerous software companies in this sector, many of them private. Among the highly successful public companies on the software side are names like <b>Activision</b> <b>Blizzard</b>,&nbsp;<b>Electronic Arts</b>,&nbsp;<b>Take-<a href=\"https://laohu8.com/S/TWOA.U\">Two</a> Interactive</b>, and <b>Ubisoft</b>.</p><p><a href=\"https://laohu8.com/S/TWOA\">Two</a> video game-related investments I particularly like are <b>Sea Limited </b>(NYSE:SE) and <b>Unity Software </b>(NYSE:U). Here's why.</p><h2>1. Sea Limited is a platform company</h2><p>When Sea first began, it was a video gaming company called Garena, short for \"Gaming Arena.\" It's a virtual place to play and watch video games across southeast Asia (and now South America as well). The most famous video game the company introduced is <i>Free Fire</i>, a battle royale mobile game. It's a free game, but many addicted customers spend within the game anyway, buying additional weapons or character improvements. That's why Sea's \"free game\" brought in more than $2 billion in revenue in 2020.</p><p>As CEO Forrest Li said on a conference call, \"<i>Free Fire</i> was once again a key driver of Garena's outperformance. According to App Annie, it continues to be the highest-grossing mobile game in Latin America and Southeast Asia in the fourth quarter, as well as the full year of 2020. It has maintained the top ranking for six consecutive quarters.\"</p><p>The popularity of the game continues to astound. As Li put it, \"We're also pleased to share that <i>Free Fire</i> was once again the most downloaded mobile game in the world in 2020, according to App Annie. This is the second year in a row that <i>Free Fire</i> was ranked first globally.\"</p><p>One major difference between Sea and all its competitors is when these companies were founded. Li created Sea in 2009, which is important because it's after the introduction of the iPhone in 2007. Not surprisingly, Sea has always focused on mobile games. The major American (and French) games companies were all started back in the 20th century, and have always focused on creating games for the various hardware platforms. They have been late to the mobile revolution, and have been trying to play catch-up, mostly by acquisition.</p><table border=\"1\"><tbody><tr><th>Software company</th><th>Year founded</th></tr><tr><td>Activision</td><td>1979</td></tr><tr><td>Entertainment Arts</td><td>1982</td></tr><tr><td>Ubisoft</td><td>1986</td></tr><tr><td>Blizzard</td><td>1991</td></tr><tr><td>Take-Two Interactive</td><td>1993</td></tr><tr><td>Sea Limited</td><td><b>2009</b></td></tr></tbody></table><p>Founding dates based on reporting from Wikipedia. (Activision and Blizzard merged in 2008.)</p><p>Sea has had a major head start in mobile games, which is its killer advantage. As Motley Fool Rulebreaker fans would say, the company was a first mover in an important, emerging industry. But what's really killing the competition is how Sea took advantage of its head start and locked in its popularity with its mobile audience, using the revenue generated to fund expansion into new revenue opportunities such as opening up an e-commerce site, Shopee, and creating a mobile payments platform, Sea Money. Now the network effect is helping to cement its position as the top internet company in Southeast Asia.</p><h2>2. Unity Software is a distributor, not a developer</h2><p>Unlike Sea and the rest of the software brigade, Unity Software does not develop any video games itself. Instead, Unity provides a suite of advanced software tools to help other companies more efficiently create video games. Unity also provides distribution for smaller studios that create fun games for our smartphones. Unity enjoys a duopoly with competitor Epic Games in that regard.</p><p>While Epic Games is best known publicly for its popular <i>Fortnite </i>game, in the industry Epic is best known for its Unreal engine, the software that competes with Unity in providing tools for game developers. While Unreal is known for its high-end computer graphics, Unity's focus has been on simpler tools that do the same thing. Because of its simplicity, Unity is generally winning on the mobile side. In the fourth quarter, Unity management reported that 71% of the top 1,000 mobile games were made on its platform. That's amazing dominance in mobile, the fastest-growing segment of the gaming industry.</p><p>As a distributor, Unity will make a lot of money in the gaming industry with much less risk than content creators face. Studios can spend millions of dollars introducing a new game and quickly go out of business if the game fails to achieve any popularity. A distributor like Unity makes its profits as the entire industry advances, earning a share of all sales from the games using its platform, whether they succeed or not.</p><p>It's the platform, in other words, that gives Unity its killer advantage. And this platform also has a powerful moat. Software developers are trained on specific tools. For a new threat to Unity to emerge, the technological advance would have to be so amazing that industry veterans would spend the time to \"go back to school\" and learn a whole new system. Right now, most software developers have a favorite between Unity and Epic's Unreal. Some are equally adept with both technologies. But few would be interested in spending months learning a third system unless they really had to do it.</p><p>What makes Unity a particularly exciting investment is that it's the leading software engine in the creation of virtual reality (VR) and augmented reality (AR) games. While this is a tiny segment of the industry right now, it's expected to be massive in the next decade or two because its applications stretch beyond just gaming. For instance,&nbsp;<b>Autodesk</b> is now using Unity's tools in the architecture vertical, and <b>Volkswagen</b> used Unity's software to build an online showroom for its automobiles.</p><h2>Investor takeaway</h2><p>While there will be many winners in the gaming industry, Sea Limited and Unity are particularly strong investments because these companies enjoy powerful network effects. Indeed, both of these companies are so strong right now that they are using their leadership roles in gaming software in order to seize market share in other industries as well. That will help these stocks reward investors for many years to come.</p>","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>2 Gaming Stocks That Have a Killer Advantage</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\">\n2 Gaming Stocks That Have a Killer Advantage\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-05 20:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/05/05/2-gaming-stocks-that-have-a-killer-advantage/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The video gaming industry is probably bigger than you think it is. Companies in the industry generate $180 billion in annual revenue worldwide. When compared with other entertainment sectors, that's ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/05/05/2-gaming-stocks-that-have-a-killer-advantage/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"U":"Unity Software Inc.","SE":"Sea Ltd"},"source_url":"https://www.fool.com/investing/2021/05/05/2-gaming-stocks-that-have-a-killer-advantage/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2133528055","content_text":"The video gaming industry is probably bigger than you think it is. Companies in the industry generate $180 billion in annual revenue worldwide. When compared with other entertainment sectors, that's bigger than the film industry ($100 billion) and the sports industry ($75 billion) combined. While gaming hardware being sold by Sony, Microsoft, and Nintendo makes up a significant percentage of that revenue, the vast majority (roughly $167 billion) is related to software sales.There are numerous software companies in this sector, many of them private. Among the highly successful public companies on the software side are names like Activision Blizzard, Electronic Arts, Take-Two Interactive, and Ubisoft.Two video game-related investments I particularly like are Sea Limited (NYSE:SE) and Unity Software (NYSE:U). Here's why.1. Sea Limited is a platform companyWhen Sea first began, it was a video gaming company called Garena, short for \"Gaming Arena.\" It's a virtual place to play and watch video games across southeast Asia (and now South America as well). The most famous video game the company introduced is Free Fire, a battle royale mobile game. It's a free game, but many addicted customers spend within the game anyway, buying additional weapons or character improvements. That's why Sea's \"free game\" brought in more than $2 billion in revenue in 2020.As CEO Forrest Li said on a conference call, \"Free Fire was once again a key driver of Garena's outperformance. According to App Annie, it continues to be the highest-grossing mobile game in Latin America and Southeast Asia in the fourth quarter, as well as the full year of 2020. It has maintained the top ranking for six consecutive quarters.\"The popularity of the game continues to astound. As Li put it, \"We're also pleased to share that Free Fire was once again the most downloaded mobile game in the world in 2020, according to App Annie. This is the second year in a row that Free Fire was ranked first globally.\"One major difference between Sea and all its competitors is when these companies were founded. Li created Sea in 2009, which is important because it's after the introduction of the iPhone in 2007. Not surprisingly, Sea has always focused on mobile games. The major American (and French) games companies were all started back in the 20th century, and have always focused on creating games for the various hardware platforms. They have been late to the mobile revolution, and have been trying to play catch-up, mostly by acquisition.Software companyYear foundedActivision1979Entertainment Arts1982Ubisoft1986Blizzard1991Take-Two Interactive1993Sea Limited2009Founding dates based on reporting from Wikipedia. (Activision and Blizzard merged in 2008.)Sea has had a major head start in mobile games, which is its killer advantage. As Motley Fool Rulebreaker fans would say, the company was a first mover in an important, emerging industry. But what's really killing the competition is how Sea took advantage of its head start and locked in its popularity with its mobile audience, using the revenue generated to fund expansion into new revenue opportunities such as opening up an e-commerce site, Shopee, and creating a mobile payments platform, Sea Money. Now the network effect is helping to cement its position as the top internet company in Southeast Asia.2. Unity Software is a distributor, not a developerUnlike Sea and the rest of the software brigade, Unity Software does not develop any video games itself. Instead, Unity provides a suite of advanced software tools to help other companies more efficiently create video games. Unity also provides distribution for smaller studios that create fun games for our smartphones. Unity enjoys a duopoly with competitor Epic Games in that regard.While Epic Games is best known publicly for its popular Fortnite game, in the industry Epic is best known for its Unreal engine, the software that competes with Unity in providing tools for game developers. While Unreal is known for its high-end computer graphics, Unity's focus has been on simpler tools that do the same thing. Because of its simplicity, Unity is generally winning on the mobile side. In the fourth quarter, Unity management reported that 71% of the top 1,000 mobile games were made on its platform. That's amazing dominance in mobile, the fastest-growing segment of the gaming industry.As a distributor, Unity will make a lot of money in the gaming industry with much less risk than content creators face. Studios can spend millions of dollars introducing a new game and quickly go out of business if the game fails to achieve any popularity. A distributor like Unity makes its profits as the entire industry advances, earning a share of all sales from the games using its platform, whether they succeed or not.It's the platform, in other words, that gives Unity its killer advantage. And this platform also has a powerful moat. Software developers are trained on specific tools. For a new threat to Unity to emerge, the technological advance would have to be so amazing that industry veterans would spend the time to \"go back to school\" and learn a whole new system. Right now, most software developers have a favorite between Unity and Epic's Unreal. Some are equally adept with both technologies. But few would be interested in spending months learning a third system unless they really had to do it.What makes Unity a particularly exciting investment is that it's the leading software engine in the creation of virtual reality (VR) and augmented reality (AR) games. While this is a tiny segment of the industry right now, it's expected to be massive in the next decade or two because its applications stretch beyond just gaming. For instance, Autodesk is now using Unity's tools in the architecture vertical, and Volkswagen used Unity's software to build an online showroom for its automobiles.Investor takeawayWhile there will be many winners in the gaming industry, Sea Limited and Unity are particularly strong investments because these companies enjoy powerful network effects. Indeed, both of these companies are so strong right now that they are using their leadership roles in gaming software in order to seize market share in other industries as well. That will help these stocks reward investors for many years to come.","news_type":1},"isVote":1,"tweetType":1,"viewCount":207,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3574928367638029","authorId":"3574928367638029","name":"kenong62","avatar":"https://static.tigerbbs.com/37fd00bd8cea11b8aa1aed6d9ddd9413","crmLevel":1,"crmLevelSwitch":0,"idStr":"3574928367638029","authorIdStr":"3574928367638029"},"content":"yeah please comment n like","text":"yeah please comment n like","html":"yeah please comment n like"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":101374390,"gmtCreate":1619853130010,"gmtModify":1704335779224,"author":{"id":"3580330414173534","authorId":"3580330414173534","name":"mootaromama","avatar":"https://static.tigerbbs.com/bb145c21debe1e80b416fb6027863fd5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580330414173534","authorIdStr":"3580330414173534"},"themes":[],"htmlText":"Buy the dip and HODL...","listText":"Buy the dip and HODL...","text":"Buy the dip and HODL...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/101374390","repostId":"1146129324","repostType":4,"repost":{"id":"1146129324","pubTimestamp":1619795610,"share":"https://ttm.financial/m/news/1146129324?lang=&edition=fundamental","pubTime":"2021-04-30 23:13","market":"us","language":"en","title":"1 Question Tesla Investors Need to Ask Themselves","url":"https://stock-news.laohu8.com/highlight/detail?id=1146129324","media":"Motley Fool","summary":"Electric-car companyTeslahas now produced a profit for seven consecutive quarters. Tesla managed aGAAPnet income of $438 million in the first quarter, up from just $16 million one-year prior. It would appear, at least at first glance, that the electric-vehicle  pioneer is on the right track in terms of profitability.The problem is that these profits aren't really coming from the cars that Tesla sells. The company currently generates hundreds of millions of dollars in pure profit each quarter fro","content":"<p>Electric-car company<b>Tesla</b>(NASDAQ:TSLA)has now produced a profit for seven consecutive quarters. Tesla managed aGAAPnet income of $438 million in the first quarter, up from just $16 million one-year prior. It would appear, at least at first glance, that the electric-vehicle (EV) pioneer is on the right track in terms of profitability.</p>\n<p>The problem is that these profits aren't really coming from the cars that Tesla sells. The company currently generates hundreds of millions of dollars in pure profit each quarter from the sale of regulatory credits, a side effect of other automakers not making enough zero-emission vehicles to meet regulatory requirements.</p>\n<p>Regulatory credit sales totaled $518 million in the first quarter, accounting for all of Tesla's profit and then some. This has been the case in previous quarters, as well. In fact, after backing out regulatory credits from Tesla's net income, the company has been unprofitable for six-straight quarters.</p>\n<p>Tesla's bottom line got an additional boost in the first quarter from a gain onthe sale of<b>Bitcoin</b>to the tune of $101 million, which showed up as a reduction in costs. The picture doesn't look so rosy when both regulatory credits and Bitcoin gains are excluded:</p>\n<p><img src=\"https://static.tigerbbs.com/b0906160cab581f4c8a599b7d0965d34\" tg-width=\"700\" tg-height=\"467\" referrerpolicy=\"no-referrer\"></p>\n<p>DATA SOURCE: TESLA. CHART BY AUTHOR.</p>\n<p>There's no question that Tesla's growth is impressive, but there's also no question that the core business of making and selling cars is not turning a profit. The question Tesla investors need to ask themselves is: If Tesla isn't profitable now, when there's little to no competition in electric vehicles in the United States, what's going to happen when a deluge of competition fromtraditional automakersarrives?</p>\n<p>A ton of competition is coming</p>\n<p>Tesla's brand has a cult following, so some people will be buying Tesla vehicles regardless of the other options available. But that's not likely to be the case for most people.</p>\n<p>The number of electric vehicles available for purchase in the U.S. is set to explode in the coming years.<b>General Motors</b>(NYSE:GM)is planning to launch 30 EVs globally by 2025, with two-thirds set to be sold in North America. The company is aiming to sell 1 million EVs annually in North America by 2025.</p>\n<p>Those models include electric versions of the company's GMC Hummer and Chevrolet Silverado pickup truck. Tesla has a loyal customer base, but so does GM. Someone who's been a GM truck buyer for years is likely to stick with GM when they decide to switch to an electric vehicle.</p>\n<p><img src=\"https://static.tigerbbs.com/c651279799dfdf96552379a7b5d448a9\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p>\n<p>IMAGE SOURCE: GM.</p>\n<p><b>Ford</b>(NYSE:F)is also pouring resources into electric vehicles, allocating $29 billion for electric and autonomous vehicles through 2025. The company's plans include anelectric version of its F-150 pickup truck, which should hit the production lines by mid-2022. Given GM's and Ford's plans, it will not be easy for Tesla to steal away market share in the lucrative pickup-truck segment.</p>\n<p>Other car companies have big plans, as well.<b>Volkswagen</b>(OTC:VWAGY)already sells over 200,000 EVs annually andexpects that number to double this year. The company is aiming to sell roughly 2 million EVs annually by 2025 and expects to launch 70 EV models by 2030.<b>Toyota</b>(NYSE:TM)willlaunch 15 new electric vehicles by 2025, some of which will be under the new Toyota bZ sub-brand. The list goes on.</p>\n<p>Not only will all these electric vehicles provide consumers with a bevy of options beyond Tesla, but they'll also deprive Tesla of its regulatory-credit income as other automakers churn out an increasing number of EVs.</p>\n<p>None of this is to say that Tesla can't be successful in a world where it faces more competition. But turning a profit is is going to get harder with each passing year.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>1 Question Tesla Investors Need to Ask Themselves</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\">\n1 Question Tesla Investors Need to Ask Themselves\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-30 23:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/04/30/1-question-tesla-investors-need-to-ask-themselves/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Electric-car companyTesla(NASDAQ:TSLA)has now produced a profit for seven consecutive quarters. Tesla managed aGAAPnet income of $438 million in the first quarter, up from just $16 million one-year ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/04/30/1-question-tesla-investors-need-to-ask-themselves/\">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/2021/04/30/1-question-tesla-investors-need-to-ask-themselves/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146129324","content_text":"Electric-car companyTesla(NASDAQ:TSLA)has now produced a profit for seven consecutive quarters. Tesla managed aGAAPnet income of $438 million in the first quarter, up from just $16 million one-year prior. It would appear, at least at first glance, that the electric-vehicle (EV) pioneer is on the right track in terms of profitability.\nThe problem is that these profits aren't really coming from the cars that Tesla sells. The company currently generates hundreds of millions of dollars in pure profit each quarter from the sale of regulatory credits, a side effect of other automakers not making enough zero-emission vehicles to meet regulatory requirements.\nRegulatory credit sales totaled $518 million in the first quarter, accounting for all of Tesla's profit and then some. This has been the case in previous quarters, as well. In fact, after backing out regulatory credits from Tesla's net income, the company has been unprofitable for six-straight quarters.\nTesla's bottom line got an additional boost in the first quarter from a gain onthe sale ofBitcointo the tune of $101 million, which showed up as a reduction in costs. The picture doesn't look so rosy when both regulatory credits and Bitcoin gains are excluded:\n\nDATA SOURCE: TESLA. CHART BY AUTHOR.\nThere's no question that Tesla's growth is impressive, but there's also no question that the core business of making and selling cars is not turning a profit. The question Tesla investors need to ask themselves is: If Tesla isn't profitable now, when there's little to no competition in electric vehicles in the United States, what's going to happen when a deluge of competition fromtraditional automakersarrives?\nA ton of competition is coming\nTesla's brand has a cult following, so some people will be buying Tesla vehicles regardless of the other options available. But that's not likely to be the case for most people.\nThe number of electric vehicles available for purchase in the U.S. is set to explode in the coming years.General Motors(NYSE:GM)is planning to launch 30 EVs globally by 2025, with two-thirds set to be sold in North America. The company is aiming to sell 1 million EVs annually in North America by 2025.\nThose models include electric versions of the company's GMC Hummer and Chevrolet Silverado pickup truck. Tesla has a loyal customer base, but so does GM. Someone who's been a GM truck buyer for years is likely to stick with GM when they decide to switch to an electric vehicle.\n\nIMAGE SOURCE: GM.\nFord(NYSE:F)is also pouring resources into electric vehicles, allocating $29 billion for electric and autonomous vehicles through 2025. The company's plans include anelectric version of its F-150 pickup truck, which should hit the production lines by mid-2022. Given GM's and Ford's plans, it will not be easy for Tesla to steal away market share in the lucrative pickup-truck segment.\nOther car companies have big plans, as well.Volkswagen(OTC:VWAGY)already sells over 200,000 EVs annually andexpects that number to double this year. The company is aiming to sell roughly 2 million EVs annually by 2025 and expects to launch 70 EV models by 2030.Toyota(NYSE:TM)willlaunch 15 new electric vehicles by 2025, some of which will be under the new Toyota bZ sub-brand. The list goes on.\nNot only will all these electric vehicles provide consumers with a bevy of options beyond Tesla, but they'll also deprive Tesla of its regulatory-credit income as other automakers churn out an increasing number of EVs.\nNone of this is to say that Tesla can't be successful in a world where it faces more competition. But turning a profit is is going to get harder with each passing year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":196,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3572874548548490","authorId":"3572874548548490","name":"kevinlaisq","avatar":"https://static.tigerbbs.com/329de1199f764a89b7cadf50308e183d","crmLevel":1,"crmLevelSwitch":0,"idStr":"3572874548548490","authorIdStr":"3572874548548490"},"content":"comment and like back","text":"comment and like back","html":"comment and like back"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":379223629,"gmtCreate":1618749218661,"gmtModify":1704714559358,"author":{"id":"3580330414173534","authorId":"3580330414173534","name":"mootaromama","avatar":"https://static.tigerbbs.com/bb145c21debe1e80b416fb6027863fd5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580330414173534","authorIdStr":"3580330414173534"},"themes":[],"htmlText":"Exciting!&nbsp;","listText":"Exciting!&nbsp;","text":"Exciting!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/379223629","repostId":"1175692875","repostType":2,"repost":{"id":"1175692875","pubTimestamp":1618582708,"share":"https://ttm.financial/m/news/1175692875?lang=&edition=fundamental","pubTime":"2021-04-16 22:18","market":"us","language":"en","title":"$544 Billion In Options Expire Today: Here's What Will Move","url":"https://stock-news.laohu8.com/highlight/detail?id=1175692875","media":"zerohedge","summary":"While it's not quad (or even triple) witching day, today's a whole lot of weekly options will expire","content":"<p>While it's not quad (or even triple) witching day, today's a whole lot of weekly options will expire, may of which will be worthless, and others will be providing a supporting \"pin\" to underlying prices. It's why, even though we are enjoying a beautiful spring week, Goldman notes that single stock options trading activity is elevated relative to historical levels. To wit, daily options volumes are up 70% in April, up from YTD lows of $2.4bn on 30-Mar.</p><p><b>In total, across single stocks, $544BN of options are set to expiry today, including $305BN calls.</b>As such, today’s expiry could be important for stocks with large open interest in at-the-money(ATM) options, as market makers delta-hedging their unusually large options portfolios will be active. This flow is likely to dampen volatility in some names while exacerbating stock price moves in others.</p><p>How to trade this?</p><p>As Goldman's Vishal Vivek writes, at major expirations, options traders track situations where<b>a large amount of open interest is set to expire.</b>In situations where there is a significant amount of expiring open interest in at-the-money strikes (strike prices at or very near the current stockprice), delta-hedging activity can impact the underlying stock’s trading that day. If market makers or other options traders who delta-hedge their positions are net long ATM options, expiration-related flow could have the effect of dampening stock price movements, causing the stock price to settle near the strike with large open interest. This situation is often referred to as a “pin” and can be an ideal situation fora large investor trying to enter/exit a stock position. Alternatively, if delta-hedgers are net short ATM options (have a “negative gamma” position), their hedging activity could exacerbate stock price moves.</p><p>What that means it expiration-related trades may cause trading activity to aggressively pick up for stocks with a significant amount of ATM open interest.</p><p>So to help traders looking to hop on for daytrading opportunities, here is a table identifying possible focus stocks with large ATM open interest expiring today, which is compared to the average daily volume of the underlying stocks. As Goldman puts it, \"<i>expiration-related activity is likely to have more of an impact if the open interest represents a significant percentage of the stock’s volume.\"</i></p><p><img src=\"https://static.tigerbbs.com/0dac61cb87c2f2700d8a0e8e64324f81\" tg-width=\"500\" tg-height=\"638\" referrerpolicy=\"no-referrer\">Finally, for what it's worth, this morning our friends at SpotGamma write that this has been a rather strange OPEX cycle, \"with a consistent almost mechanical bid pushing markets higher. We’ve not seen the Call Wall “breached” this many times before, but there are other aberrations that we’ve mentioned in previous notes – like net put sales. We’ve got some theories on this we are posting in a longer form piece.\"</p><p>According to SG, because implied volatility has now compressed (ie VIX at new lows) there is now more potential for “long term” volatility. Recall how as of late any sharp, violent drop in markets was bought so quickly (see chart below).<b>These bursts lower coincided with record VIX spikes, but a reflective snap-back bid would bring a market recovery of equal force as the VIX&nbsp; (i.e. implied volatility) reversed.</b></p><p><img src=\"https://static.tigerbbs.com/ae7a60d873792b825bdda669cafa0ed3\" tg-width=\"500\" tg-height=\"297\" referrerpolicy=\"no-referrer\">And one other curious observation from SpotGamma:</p><blockquote>When implied volatility is very high, its very sensitive to market moves and also signaling that markets are expecting more large moves ahead. As soon as markets would pause or catch a support level, that implied volatility would quickly reverse lower. <b>We often think of this analogy that if a shark stops swimming, it sinks ( partially true!). If the market stops dropping then Implied volatility sinks.</b></blockquote><p>With this, as we often talk about, lower implied volatility (ie lower VIX) signals market makers have to buy back short hedges which fuels rallies. SG's conclusion: this current level of lower implied volatility now gives the market more downside firepower.&nbsp; Starting with a lower implied volatility “slows down” that responsive “snap-back” buying mechanism.&nbsp; Additionally, gamma is higher when IV is lower so gamma flips may have more juice.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>$544 Billion In Options Expire Today: Here's What Will Move</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\">\n$544 Billion In Options Expire Today: Here's What Will Move\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-16 22:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zerohedge.com/markets/544-billion-options-expire-today-heres-what-will-move?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>While it's not quad (or even triple) witching day, today's a whole lot of weekly options will expire, may of which will be worthless, and others will be providing a supporting \"pin\" to underlying ...</p>\n\n<a href=\"https://www.zerohedge.com/markets/544-billion-options-expire-today-heres-what-will-move?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯","SPY":"标普500ETF"},"source_url":"https://www.zerohedge.com/markets/544-billion-options-expire-today-heres-what-will-move?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175692875","content_text":"While it's not quad (or even triple) witching day, today's a whole lot of weekly options will expire, may of which will be worthless, and others will be providing a supporting \"pin\" to underlying prices. It's why, even though we are enjoying a beautiful spring week, Goldman notes that single stock options trading activity is elevated relative to historical levels. To wit, daily options volumes are up 70% in April, up from YTD lows of $2.4bn on 30-Mar.In total, across single stocks, $544BN of options are set to expiry today, including $305BN calls.As such, today’s expiry could be important for stocks with large open interest in at-the-money(ATM) options, as market makers delta-hedging their unusually large options portfolios will be active. This flow is likely to dampen volatility in some names while exacerbating stock price moves in others.How to trade this?As Goldman's Vishal Vivek writes, at major expirations, options traders track situations wherea large amount of open interest is set to expire.In situations where there is a significant amount of expiring open interest in at-the-money strikes (strike prices at or very near the current stockprice), delta-hedging activity can impact the underlying stock’s trading that day. If market makers or other options traders who delta-hedge their positions are net long ATM options, expiration-related flow could have the effect of dampening stock price movements, causing the stock price to settle near the strike with large open interest. This situation is often referred to as a “pin” and can be an ideal situation fora large investor trying to enter/exit a stock position. Alternatively, if delta-hedgers are net short ATM options (have a “negative gamma” position), their hedging activity could exacerbate stock price moves.What that means it expiration-related trades may cause trading activity to aggressively pick up for stocks with a significant amount of ATM open interest.So to help traders looking to hop on for daytrading opportunities, here is a table identifying possible focus stocks with large ATM open interest expiring today, which is compared to the average daily volume of the underlying stocks. As Goldman puts it, \"expiration-related activity is likely to have more of an impact if the open interest represents a significant percentage of the stock’s volume.\"Finally, for what it's worth, this morning our friends at SpotGamma write that this has been a rather strange OPEX cycle, \"with a consistent almost mechanical bid pushing markets higher. We’ve not seen the Call Wall “breached” this many times before, but there are other aberrations that we’ve mentioned in previous notes – like net put sales. We’ve got some theories on this we are posting in a longer form piece.\"According to SG, because implied volatility has now compressed (ie VIX at new lows) there is now more potential for “long term” volatility. Recall how as of late any sharp, violent drop in markets was bought so quickly (see chart below).These bursts lower coincided with record VIX spikes, but a reflective snap-back bid would bring a market recovery of equal force as the VIX  (i.e. implied volatility) reversed.And one other curious observation from SpotGamma:When implied volatility is very high, its very sensitive to market moves and also signaling that markets are expecting more large moves ahead. As soon as markets would pause or catch a support level, that implied volatility would quickly reverse lower. We often think of this analogy that if a shark stops swimming, it sinks ( partially true!). If the market stops dropping then Implied volatility sinks.With this, as we often talk about, lower implied volatility (ie lower VIX) signals market makers have to buy back short hedges which fuels rallies. SG's conclusion: this current level of lower implied volatility now gives the market more downside firepower.  Starting with a lower implied volatility “slows down” that responsive “snap-back” buying mechanism.  Additionally, gamma is higher when IV is lower so gamma flips may have more juice.","news_type":1},"isVote":1,"tweetType":1,"viewCount":96,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9059442524,"gmtCreate":1654416855968,"gmtModify":1676535445321,"author":{"id":"3580330414173534","authorId":"3580330414173534","name":"mootaromama","avatar":"https://static.tigerbbs.com/bb145c21debe1e80b416fb6027863fd5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580330414173534","authorIdStr":"3580330414173534"},"themes":[],"htmlText":"Finally a bit of optimism","listText":"Finally a bit of optimism","text":"Finally a bit of optimism","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9059442524","repostId":"2240727323","repostType":2,"isVote":1,"tweetType":1,"viewCount":208,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":114916539,"gmtCreate":1623041817521,"gmtModify":1704194882900,"author":{"id":"3580330414173534","authorId":"3580330414173534","name":"mootaromama","avatar":"https://static.tigerbbs.com/bb145c21debe1e80b416fb6027863fd5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580330414173534","authorIdStr":"3580330414173534"},"themes":[],"htmlText":"Montley, you trying to fool us to let you get on the rocket at $20? Go push a tricycle or something.","listText":"Montley, you trying to fool us to let you get on the rocket at $20? Go push a tricycle or something.","text":"Montley, you trying to fool us to let you get on the rocket at $20? Go push a tricycle or something.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/114916539","repostId":"2141299286","repostType":4,"repost":{"id":"2141299286","pubTimestamp":1623035520,"share":"https://ttm.financial/m/news/2141299286?lang=&edition=fundamental","pubTime":"2021-06-07 11:12","market":"us","language":"en","title":"Is Now the Time to Sell AMC Entertainment Stock?","url":"https://stock-news.laohu8.com/highlight/detail?id=2141299286","media":"Motley Fool","summary":"The movie theater operator has the potential to make an impressive comeback -- but not for the reason you might think.","content":"<p>Over the past year, the iconic theater chain <b>AMC Entertainment Holdings </b>(NYSE:AMC) has won over the hearts and souls of WallStreetBets traders. On last&nbsp;Wednesday, its shares skyrocketed another 95.6% after the company announced it would launch an exclusive web platform for retail investors. Shareholders would receive many perks, including free popcorn, exclusive new screenings, and the chance to speak with CEO Adam Aron.</p><p>Enthusiasm about AMC's turnaround prospects have sent its shares soaring more than 400% in the past month and 2,100% year to date. Is the stock a safe investment right now?</p><p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F629366%2Fgettyimages-104187332.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"><span>Image source: Getty Images.</span></p><h2>What's behind the hype?</h2><p>During the first quarter of 2021, AMC operated 585 of its domestic theaters at just 15% to 60% capacity, while only 27% of its 133 international ones stayed partly open. People steered clear of packed indoor movie screenings with the coronavirus pandemic still going strong, but that's less of a risk as more of the U.S. population has been vaccinated.</p><p>Hence, investors are betting that AMC's revenue and earnings will experience a massive rebound starting in the second quarter. In 2019, the company generated $5.42 billion from ticket, concessions (food and beverage), and entertainment sales and posted a free cash flow of $84 million.</p><p>But there's more. The pandemic also led to extended production delays, as social distancing can be difficult on a movie set. Many producers also did not want to release completed films in a purely digital format and miss out on lucrative box office revenue.&nbsp;</p><p>There is now a massive backlog of new films from blockbuster franchise properties such as <i>Avatar</i>,&nbsp;<i>Dungeons &amp; Dragons, Ghostbusters, Halloween, Kingsman, The Matrix, Minecraft, Mission: Impossible, </i>and<i> Tomb Raider, </i>as well as several new offerings from the comic book universes of DC and Marvel. They are all scheduled to be released by the end of 2022.</p><p>The schedule is so packed that prominent films like&nbsp;<i>Black Widow</i>&nbsp;and&nbsp;<i>Cinderella&nbsp;</i>are set to hit theaters within two weeks of <a href=\"https://laohu8.com/S/AONE\">one</a> another in July. Given its sheer size, AMC might even see its box office revenue hit record highs in 2022.</p><h2>Can you count on AMC?</h2><p>Generally speaking, most investors tend to buy on emotion and justify with reason. Now is probably time to look at the latter. When the stock was trading for just $12 last month, it looked pretty undervalued.</p><p>However, things have changed as AMC's market cap has surged to nearly $25 billion. To put things into perspective, the company's market cap was less than <a href=\"https://laohu8.com/S/AONE.U\">one</a>-fifth of that amount in 2016, before streaming services like <b>Netflix</b>&nbsp;gained momentum and took away some of its market share.&nbsp;</p><p>What's more, AMC has $5.4 billion in long-term debt and owes $4.9 billion per year in theater rent. Even in its heyday, the company operated at razor-thin margins. Now its balance sheet looks even worse as liabilities outpace its assets by over $2 billion. For these reasons, it's probably a good time to take profits on the stock and consolidate gains.</p><h2>But watch for its next move</h2><p>Based on the poor fundamentals (and experience with market bubbles), it can be very tempting to see the recent rally as nothing more than a pump-and-dump scheme or a total scam. But there is something that even prudent investors are missing.&nbsp;</p><p>With a $25 billion market cap, AMC only has to issue 22% more shares to raise cash to pay off its entire debt balance. That's right: The company has the potential to do a \"soft reset\" and start afresh. The returns would be immediate, as after closing, it would no longer have to pay $151.5 million per quarter in interest. In the first quarter of 2021, the company's interest expense outweighed its total revenue.</p><p>Not only would its profit margins increase, but it could also use new cash to increase its theater count, upgrade its recliner seats and big screens, introduce dine-in restaurants at its locations, and more. Since there is still a lot of demand from retail investors at these levels, I don't think it would have trouble finding buyers for the offering, either.</p><p>In fact, the company did just that on June 3. AMC sold 11.5 million shares of stock hours after announcing the offering, raising $587.4 million in much-needed cash. The stock fell by more than 30% from the previous day's close before recovering. Investors should continue to expect further dilutions ahead, as the new capital is still not enough for a soft reset of its liabilities.</p><p>Overall, AMC stock is very overvalued at these levels. But thanks to the help of 10.3 million traders/followers/influencers of WallStreetBets, the company now has the option to refinance or eliminate its crippling liabilities. If the share price comes down to something more reasonable (say, $20), I'd definitely give the new AMC a chance. For now, check out these alternatives instead.</p>","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 the Time to Sell AMC Entertainment 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 the Time to Sell AMC Entertainment Stock?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-07 11:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/06/06/is-now-the-time-to-sell-amc-entertainment-stock/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Over the past year, the iconic theater chain AMC Entertainment Holdings (NYSE:AMC) has won over the hearts and souls of WallStreetBets traders. On last Wednesday, its shares skyrocketed another 95.6% ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/06/06/is-now-the-time-to-sell-amc-entertainment-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMC":"AMC院线","TIME":"Clockwise Core Equity & Innovation ETF"},"source_url":"https://www.fool.com/investing/2021/06/06/is-now-the-time-to-sell-amc-entertainment-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2141299286","content_text":"Over the past year, the iconic theater chain AMC Entertainment Holdings (NYSE:AMC) has won over the hearts and souls of WallStreetBets traders. On last Wednesday, its shares skyrocketed another 95.6% after the company announced it would launch an exclusive web platform for retail investors. Shareholders would receive many perks, including free popcorn, exclusive new screenings, and the chance to speak with CEO Adam Aron.Enthusiasm about AMC's turnaround prospects have sent its shares soaring more than 400% in the past month and 2,100% year to date. Is the stock a safe investment right now?Image source: Getty Images.What's behind the hype?During the first quarter of 2021, AMC operated 585 of its domestic theaters at just 15% to 60% capacity, while only 27% of its 133 international ones stayed partly open. People steered clear of packed indoor movie screenings with the coronavirus pandemic still going strong, but that's less of a risk as more of the U.S. population has been vaccinated.Hence, investors are betting that AMC's revenue and earnings will experience a massive rebound starting in the second quarter. In 2019, the company generated $5.42 billion from ticket, concessions (food and beverage), and entertainment sales and posted a free cash flow of $84 million.But there's more. The pandemic also led to extended production delays, as social distancing can be difficult on a movie set. Many producers also did not want to release completed films in a purely digital format and miss out on lucrative box office revenue. There is now a massive backlog of new films from blockbuster franchise properties such as Avatar, Dungeons & Dragons, Ghostbusters, Halloween, Kingsman, The Matrix, Minecraft, Mission: Impossible, and Tomb Raider, as well as several new offerings from the comic book universes of DC and Marvel. They are all scheduled to be released by the end of 2022.The schedule is so packed that prominent films like Black Widow and Cinderella are set to hit theaters within two weeks of one another in July. Given its sheer size, AMC might even see its box office revenue hit record highs in 2022.Can you count on AMC?Generally speaking, most investors tend to buy on emotion and justify with reason. Now is probably time to look at the latter. When the stock was trading for just $12 last month, it looked pretty undervalued.However, things have changed as AMC's market cap has surged to nearly $25 billion. To put things into perspective, the company's market cap was less than one-fifth of that amount in 2016, before streaming services like Netflix gained momentum and took away some of its market share. What's more, AMC has $5.4 billion in long-term debt and owes $4.9 billion per year in theater rent. Even in its heyday, the company operated at razor-thin margins. Now its balance sheet looks even worse as liabilities outpace its assets by over $2 billion. For these reasons, it's probably a good time to take profits on the stock and consolidate gains.But watch for its next moveBased on the poor fundamentals (and experience with market bubbles), it can be very tempting to see the recent rally as nothing more than a pump-and-dump scheme or a total scam. But there is something that even prudent investors are missing. With a $25 billion market cap, AMC only has to issue 22% more shares to raise cash to pay off its entire debt balance. That's right: The company has the potential to do a \"soft reset\" and start afresh. The returns would be immediate, as after closing, it would no longer have to pay $151.5 million per quarter in interest. In the first quarter of 2021, the company's interest expense outweighed its total revenue.Not only would its profit margins increase, but it could also use new cash to increase its theater count, upgrade its recliner seats and big screens, introduce dine-in restaurants at its locations, and more. Since there is still a lot of demand from retail investors at these levels, I don't think it would have trouble finding buyers for the offering, either.In fact, the company did just that on June 3. AMC sold 11.5 million shares of stock hours after announcing the offering, raising $587.4 million in much-needed cash. The stock fell by more than 30% from the previous day's close before recovering. Investors should continue to expect further dilutions ahead, as the new capital is still not enough for a soft reset of its liabilities.Overall, AMC stock is very overvalued at these levels. But thanks to the help of 10.3 million traders/followers/influencers of WallStreetBets, the company now has the option to refinance or eliminate its crippling liabilities. If the share price comes down to something more reasonable (say, $20), I'd definitely give the new AMC a chance. For now, check out these alternatives instead.","news_type":1},"isVote":1,"tweetType":1,"viewCount":448,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":104843661,"gmtCreate":1620378039753,"gmtModify":1704342804176,"author":{"id":"3580330414173534","authorId":"3580330414173534","name":"mootaromama","avatar":"https://static.tigerbbs.com/bb145c21debe1e80b416fb6027863fd5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580330414173534","authorIdStr":"3580330414173534"},"themes":[],"htmlText":"Vested! Just waiting to ride the wave... still waiting for the wind ?","listText":"Vested! Just waiting to ride the wave... still waiting for the wind ?","text":"Vested! Just waiting to ride the wave... still waiting for the wind ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/104843661","repostId":"2133520488","repostType":4,"repost":{"id":"2133520488","pubTimestamp":1620357500,"share":"https://ttm.financial/m/news/2133520488?lang=&edition=fundamental","pubTime":"2021-05-07 11:18","market":"us","language":"en","title":"Forget Dogecoin: These Stocks Are Infinitely Smarter Buys","url":"https://stock-news.laohu8.com/highlight/detail?id=2133520488","media":"Motley Fool","summary":"With the Dogecoin bull thesis easily debunked, this trio of high-growth companies is a better way to put your money to work.","content":"<p>For more than a century, the stock market has been the undisputed greatest wealth creator on the planet. Even though certain assets or commodities, such as gold and housing, have had short periods when they've outperformed equities, stocks have delivered the greatest and most consistent long-term returns.</p><p>Then cryptocurrencies came along about a decade ago and completely turned this thesis on its head. <b>Bitcoin</b>, the largest digital currency in the world by market cap, could once be purchased for less than $1 per token. This past weekend, each Bitcoin would set you back around $58,000. That's an insane return in just over a decade.</p><p>Unfortunately, this mountain of momentum that's built up in the crypto space has also given rise to some truly awful digital currencies. <b>Dogecoin</b> (CRYPTO:DOGE) is the perfect example.<img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F624448%2Fsmartphone-invest-robinhood-stock-market-trade-profit-loss-getty.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p><p>Image source: Getty Images.</p><h2>The Dogecoin bull thesis can be easily debunked</h2><p>Peruse any of the popular social media boards (Reddit or <b><a href=\"https://laohu8.com/S/TWTR\">Twitter</a></b>), and you'll get no shortage of reasons why Dogecoin is the greatest possible crypto to buy now. Enthusiasts often cite its lower transaction fees relative to Bitcoin and <b>Ethereum</b> (the No. 1 and 2 in terms of crypto market cap), improving adoption by retailers, and its community as reasons for its current and future success. Unfortunately, every \"catalyst\" for Dogecoin can be very easily debunked.</p><p>For example, Dogecoin does indeed have lower transaction fees than Bitcoin and Ethereum, but they're far from the lowest. While we're on the subject of cherry-picking comparison data, <b>Nano</b>, <b>Ripple</b>, <b>Stellar</b>, <b>Dash</b>, and <b>Litecoin</b>&nbsp;are just some of the cryptos that offer lower transaction fees. Nano, Ripple, Stellar, and Dash also validate and settle transactions faster than Dogecoin. In an arena where the barrier to entry is virtually nonexistent, Dogecoin offers no true competitive advantage on fees or transaction speed.</p><p>As for adoption, online business directory Cryptwerk suggests that around 1,300 companies accept Dogecoin. Nearly all of these businesses are obscure, and Dogecoin has had eight years to develop a following. Managing to be accepted by 1,300 businesses when well over 500 million companies exist worldwide isn't exactly game-changing utility.</p><p>Lastly, the community aspect looks to be built on hype. Without anything tangible to drive Dogecoin's valuation, most \"hodlers\" are waiting on the edge of their seats hoping <b>Tesla</b>'s CEO Elon Musk will mention Dogecoin in a tweet or say its name on an upcoming episode of <i>Saturday Night Live</i>, which he's hosting on May 8. These aren't tangible catalysts. They're the signs of a pump-and-dump asset.</p><h2>This trio of stocks would be a much smarter way to put your money to work</h2><p>Instead of potentially throwing your money away on a digital currency that was created as a joke in 2013, consider putting it to work in the following trio of infinitely smarter stocks.<img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F624448%2Fretail-shopping-store-online-sale-smartphone-website-ecommerce-getty.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"467\" referrerpolicy=\"no-referrer\">Image source: Getty Images.</p><h2>Sea Limited</h2><p>If growth, growth, and more growth is your thing, you're going to love Singapore-based <b>Sea Limited</b> (NYSE:SE). Sea is a bit of a conglomerate in that it has three exceptionally fast-growing operating segments.</p><p>For the time being, the greatest driver of adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) is the company's digital entertainment division. This segment, which focuses on mobile gaming, had more than 610 million active users in the fourth quarter, 73.1 million of whom were paying customers. With people stuck in their homes in 2020 due to the pandemic, gaming was a form of release and entertainment. As a result, the company's paying customers grew by 120%.</p><p>Arguably the more important operating segment is e-commerce. Sea's online Shopee platform has consistently been the most popular e-commerce download in Southeast Asia. The combination of people staying home and desiring the convenience of ordering goods online has sent Shopee's growth trajectory into the stratosphere. The amount of gross merchandise value transacted on its network doubled last year to $35.4 billion, with gross orders rising 133% to 2.8 billion. With Shopee making inroads in South America as well, it has aspirations of becoming <b>Amazon</b>&nbsp;2.0.</p><p>Third, Sea offers digital financial services to largely underbanked countries and communities. Last year, it handled $7.8 billion in mobile-wallet payment volume and counted north of 23 million paying customers.</p><p>Sea could realistically quadruple its revenue in four years, which makes it a much smarter bet than Dogecoin.</p><p><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F624448%2Fcannabis-leaf-marijuana-pot-weed-cash-profit-getty.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\">Image source: Getty Images.</p><h2>Trulieve Cannabis</h2><p>U.S. marijuana stocks can also be a source of immense gains this decade. Even if President Joe Biden and his administration fail to pass any cannabis reforms at the federal level, state-level legalizations are providing more than enough growth potential for U.S. multistate operators. That's why <b>Trulieve Cannabis</b> (OTC:TCNNF) could run circles around Dogecoin.</p><p>What allows Trulieve Cannabis to stand out from an increasingly crowded field of marijuana companies is its laser focus on a single state. A little over two weeks ago, the company opened its 85th and 86th dispensaries nationwide. And 81 of these 86 retail locations are in the Sunshine State.</p><p>Instead of planting its flag in as many legalized markets as possible, Trulieve decided to saturate <a href=\"https://laohu8.com/S/AONE\">one</a> of the largest states by annual cannabis sales. By piling into Florida, it's been able to effectively build up its brand without having to break the bank with marketing costs. Trulieve ended 2020 with a 53% share of the state's dried cannabis market and a 49% share of its oils market. It's worth pointing out that oils are a much higher-margin product and less susceptible to oversupply than dried cannabis.</p><p>Furthermore, Trulieve was profitable long before its peers. It's generated a profit for 12 consecutive quarters and should be profitable on a recurring basis moving forward. Being cash flow positive is a big advantage when it comes to opening new locations and attempting to expand its successful Florida blueprint to other legalized states.</p><p><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F624448%2Fcomputer-data-saas-application-monitoring-enterprise-getty.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"393\" referrerpolicy=\"no-referrer\">Image source: Getty Images.</p><h2>Palantir Technologies</h2><p>A third stock that's an infinitely smarter buy than the hyped-up cryptocurrency Dogecoin is data-mining company <b>Palantir Technologies</b> (NYSE:PLTR).</p><p>Palantir is what you might call a dual threat. It has a platform that's specifically focused on helping the federal government categorize and analyze data (Gotham), and offers data-mining analytics for businesses, too (Foundry). Gotham is primarily used for defense purposes and military missions, whereas Foundry helps businesses visualize their data to make their operations more efficient.</p><p>Last year, Gotham was Palantir's primarily driver. Big military contract wins helped propel full-year sales for the company higher by 45%. But over the long run, Foundry offers more potential. Palantir has only scratched the surface of its potential customer pool for Foundry, and ended 2020 with 24 customers in the Global 300. There's work to be done to gain additional enterprise customers, but there's also a long runway of double-digit growth opportunity.</p><p>The thing to understand about Palantir Technologies' artificial-intelligence-driven platforms is that there's simply nothing else like them. This may be a controversial company given its tie-ins with certain federal agencies, but it's destined to be a moneymaker and a business that can keep growing by 30% or more for the next five years. That makes it a good bet to outperform Dogecoin.</p>","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>Forget Dogecoin: These Stocks Are Infinitely Smarter Buys</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nForget Dogecoin: These Stocks Are Infinitely Smarter Buys\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-07 11:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/05/06/forget-dogecoin-stocks-are-infinitely-smarter-buys/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>For more than a century, the stock market has been the undisputed greatest wealth creator on the planet. Even though certain assets or commodities, such as gold and housing, have had short periods ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/05/06/forget-dogecoin-stocks-are-infinitely-smarter-buys/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TCNNF":"Trulieve Cannabis Corporation","SE":"Sea Ltd","PLTR":"Palantir Technologies Inc."},"source_url":"https://www.fool.com/investing/2021/05/06/forget-dogecoin-stocks-are-infinitely-smarter-buys/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2133520488","content_text":"For more than a century, the stock market has been the undisputed greatest wealth creator on the planet. Even though certain assets or commodities, such as gold and housing, have had short periods when they've outperformed equities, stocks have delivered the greatest and most consistent long-term returns.Then cryptocurrencies came along about a decade ago and completely turned this thesis on its head. Bitcoin, the largest digital currency in the world by market cap, could once be purchased for less than $1 per token. This past weekend, each Bitcoin would set you back around $58,000. That's an insane return in just over a decade.Unfortunately, this mountain of momentum that's built up in the crypto space has also given rise to some truly awful digital currencies. Dogecoin (CRYPTO:DOGE) is the perfect example.Image source: Getty Images.The Dogecoin bull thesis can be easily debunkedPeruse any of the popular social media boards (Reddit or Twitter), and you'll get no shortage of reasons why Dogecoin is the greatest possible crypto to buy now. Enthusiasts often cite its lower transaction fees relative to Bitcoin and Ethereum (the No. 1 and 2 in terms of crypto market cap), improving adoption by retailers, and its community as reasons for its current and future success. Unfortunately, every \"catalyst\" for Dogecoin can be very easily debunked.For example, Dogecoin does indeed have lower transaction fees than Bitcoin and Ethereum, but they're far from the lowest. While we're on the subject of cherry-picking comparison data, Nano, Ripple, Stellar, Dash, and Litecoin are just some of the cryptos that offer lower transaction fees. Nano, Ripple, Stellar, and Dash also validate and settle transactions faster than Dogecoin. In an arena where the barrier to entry is virtually nonexistent, Dogecoin offers no true competitive advantage on fees or transaction speed.As for adoption, online business directory Cryptwerk suggests that around 1,300 companies accept Dogecoin. Nearly all of these businesses are obscure, and Dogecoin has had eight years to develop a following. Managing to be accepted by 1,300 businesses when well over 500 million companies exist worldwide isn't exactly game-changing utility.Lastly, the community aspect looks to be built on hype. Without anything tangible to drive Dogecoin's valuation, most \"hodlers\" are waiting on the edge of their seats hoping Tesla's CEO Elon Musk will mention Dogecoin in a tweet or say its name on an upcoming episode of Saturday Night Live, which he's hosting on May 8. These aren't tangible catalysts. They're the signs of a pump-and-dump asset.This trio of stocks would be a much smarter way to put your money to workInstead of potentially throwing your money away on a digital currency that was created as a joke in 2013, consider putting it to work in the following trio of infinitely smarter stocks.Image source: Getty Images.Sea LimitedIf growth, growth, and more growth is your thing, you're going to love Singapore-based Sea Limited (NYSE:SE). Sea is a bit of a conglomerate in that it has three exceptionally fast-growing operating segments.For the time being, the greatest driver of adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) is the company's digital entertainment division. This segment, which focuses on mobile gaming, had more than 610 million active users in the fourth quarter, 73.1 million of whom were paying customers. With people stuck in their homes in 2020 due to the pandemic, gaming was a form of release and entertainment. As a result, the company's paying customers grew by 120%.Arguably the more important operating segment is e-commerce. Sea's online Shopee platform has consistently been the most popular e-commerce download in Southeast Asia. The combination of people staying home and desiring the convenience of ordering goods online has sent Shopee's growth trajectory into the stratosphere. The amount of gross merchandise value transacted on its network doubled last year to $35.4 billion, with gross orders rising 133% to 2.8 billion. With Shopee making inroads in South America as well, it has aspirations of becoming Amazon 2.0.Third, Sea offers digital financial services to largely underbanked countries and communities. Last year, it handled $7.8 billion in mobile-wallet payment volume and counted north of 23 million paying customers.Sea could realistically quadruple its revenue in four years, which makes it a much smarter bet than Dogecoin.Image source: Getty Images.Trulieve CannabisU.S. marijuana stocks can also be a source of immense gains this decade. Even if President Joe Biden and his administration fail to pass any cannabis reforms at the federal level, state-level legalizations are providing more than enough growth potential for U.S. multistate operators. That's why Trulieve Cannabis (OTC:TCNNF) could run circles around Dogecoin.What allows Trulieve Cannabis to stand out from an increasingly crowded field of marijuana companies is its laser focus on a single state. A little over two weeks ago, the company opened its 85th and 86th dispensaries nationwide. And 81 of these 86 retail locations are in the Sunshine State.Instead of planting its flag in as many legalized markets as possible, Trulieve decided to saturate one of the largest states by annual cannabis sales. By piling into Florida, it's been able to effectively build up its brand without having to break the bank with marketing costs. Trulieve ended 2020 with a 53% share of the state's dried cannabis market and a 49% share of its oils market. It's worth pointing out that oils are a much higher-margin product and less susceptible to oversupply than dried cannabis.Furthermore, Trulieve was profitable long before its peers. It's generated a profit for 12 consecutive quarters and should be profitable on a recurring basis moving forward. Being cash flow positive is a big advantage when it comes to opening new locations and attempting to expand its successful Florida blueprint to other legalized states.Image source: Getty Images.Palantir TechnologiesA third stock that's an infinitely smarter buy than the hyped-up cryptocurrency Dogecoin is data-mining company Palantir Technologies (NYSE:PLTR).Palantir is what you might call a dual threat. It has a platform that's specifically focused on helping the federal government categorize and analyze data (Gotham), and offers data-mining analytics for businesses, too (Foundry). Gotham is primarily used for defense purposes and military missions, whereas Foundry helps businesses visualize their data to make their operations more efficient.Last year, Gotham was Palantir's primarily driver. Big military contract wins helped propel full-year sales for the company higher by 45%. But over the long run, Foundry offers more potential. Palantir has only scratched the surface of its potential customer pool for Foundry, and ended 2020 with 24 customers in the Global 300. There's work to be done to gain additional enterprise customers, but there's also a long runway of double-digit growth opportunity.The thing to understand about Palantir Technologies' artificial-intelligence-driven platforms is that there's simply nothing else like them. This may be a controversial company given its tie-ins with certain federal agencies, but it's destined to be a moneymaker and a business that can keep growing by 30% or more for the next five years. That makes it a good bet to outperform Dogecoin.","news_type":1},"isVote":1,"tweetType":1,"viewCount":187,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":106971574,"gmtCreate":1620086592698,"gmtModify":1704338340775,"author":{"id":"3580330414173534","authorId":"3580330414173534","name":"mootaromama","avatar":"https://static.tigerbbs.com/bb145c21debe1e80b416fb6027863fd5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580330414173534","authorIdStr":"3580330414173534"},"themes":[],"htmlText":"Slowly but surely, just hang on to this ride.","listText":"Slowly but surely, just hang on to this ride.","text":"Slowly but surely, just hang on to this ride.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/106971574","repostId":"1142070002","repostType":4,"repost":{"id":"1142070002","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":1619792975,"share":"https://ttm.financial/m/news/1142070002?lang=&edition=fundamental","pubTime":"2021-04-30 22:29","market":"us","language":"en","title":"NIO rose more than 5%, after falling nearly 4% before","url":"https://stock-news.laohu8.com/highlight/detail?id=1142070002","media":"Tiger Newspress","summary":"NIO Earnings Looked a Lot Like Ford’s. What to Know.Chinese electric vehicle maker NIO posted better than expected first quarter results. But the global automotive microchip shortage will hit production in the coming months.NIO  is a highly valued, high-growth stock. Now NIO bulls have to decide whether solid earnings will trump the growth hiccup or whether the chip shortage can hurt the company in the long run.NIO lost 23 cents a share on an adjusted, non-GAAP basis, from $1.2 billion in sales.","content":"<p>NIO rose more than 5%, after falling nearly 4% before.</p><p><img src=\"https://static.tigerbbs.com/80881ae9e6de48ac5e3733583db3ba9e\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><b>NIO Earnings Looked a Lot Like Ford’s. What to Know.</b></p><p>Chinese electric vehicle maker NIO posted better than expected first quarter results. But the global automotive microchip shortage will hit production in the coming months.</p><p>NIO (ticker: NIO) is a highly valued, high-growth stock. Now NIO bulls have to decide whether solid earnings will trump the growth hiccup or whether the chip shortage can hurt the company in the long run.</p><p>NIO lost&nbsp;23 cents&nbsp;a share on an adjusted, non-GAAP basis, from $1.2 billion in sales. Wall Street was looking for a comparable 84 cent loss from $1.1 billion in sales. NIO’s corporate gross profit margin came in at 19.5%, about 3 percentage points better than analysts projected and up from negative 12% a year ago. First quarter results look solid.</p><p>The stock isn’t moving though. NIO reported numbers at 5:30 p.m. eastern time and not a lot of stock is trading after hours. NIO shares closed down 5.3% in Thursday trading. TheS&amp;P 500&nbsp;and&nbsp;Dow Jones Industrial Average&nbsp;rose about&nbsp; 0.7%.</p><p>“NIO started the year of 2021 with a new quarterly delivery record of 20,060 vehicles in the first quarter,” said CEO William Bin Li in the company’s news release. “The overall demand for our products continues to be quite strong, but the supply chain is still facing significant challenges due to the semiconductor shortage.”</p><p>Management called the chip situation “very severe” on its conference call and projected 21,000 to 22,000 vehicle deliveries for the second quarter and sales of about $1.3 billion. The Street is projecting $1.2 billion in sales. But the unit delivery guidance is a little lower than Deutsche Bank analyst Edison Yu had expected.</p><p>For the full year, Yu is modeling 95,000 deliveries. With about 42,000 deliveries likely for the first half of 2021, the resolution of the global chip shortage will go a long way to deciding whether or not NIO can reach Yu’s number.</p><p>Yu rates NIO shares Buy and has a $60 price target for the stock.</p><p>The overall quarter feels a little like&nbsp;Ford Motor‘s (F) quarter, which was&nbsp;reported Wednesday. Ford reported sales and earnings far better than Wall Street projected. Unit volumes were below the company’s internal projections, but improving vehicle mix boosted sales beyond Street projections. Ford prioritized making higher-end vehicles in the face of limited chip supply. Looking ahead, Ford said the impact of the chip shortage would be at the high end of the company’s initial $1 billion to $2.5 billion cost guidance.</p><p>Ford stock close down 9.4% Thursday, the day after the Wednesday evening report. The NIO second-quarter guidance isn’t as surprising as Ford’s. And NIO doesn’t have full-year guidance. But calling NIO’s stock price reaction is difficult.</p><p>Ford trades for less than 7 times estimated 2022 earnings. NIO is expected to become profitable on a full-year basis in 2022. What’s more, NIO is worth about 50% more than Ford.</p><p>NIO’s conference call wrapped up about 10 p.m. eastern time. After the chip shortage, analysts focused questions on EV competition in China and NIO’s production expansion. NIO is putting in place&nbsp;capacity to produce&nbsp;hundreds of thousands of vehicles in coming years.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NIO rose more than 5%, after falling nearly 4% before</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO rose more than 5%, after falling nearly 4% before\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-04-30 22:29</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>NIO rose more than 5%, after falling nearly 4% before.</p><p><img src=\"https://static.tigerbbs.com/80881ae9e6de48ac5e3733583db3ba9e\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><b>NIO Earnings Looked a Lot Like Ford’s. What to Know.</b></p><p>Chinese electric vehicle maker NIO posted better than expected first quarter results. But the global automotive microchip shortage will hit production in the coming months.</p><p>NIO (ticker: NIO) is a highly valued, high-growth stock. Now NIO bulls have to decide whether solid earnings will trump the growth hiccup or whether the chip shortage can hurt the company in the long run.</p><p>NIO lost&nbsp;23 cents&nbsp;a share on an adjusted, non-GAAP basis, from $1.2 billion in sales. Wall Street was looking for a comparable 84 cent loss from $1.1 billion in sales. NIO’s corporate gross profit margin came in at 19.5%, about 3 percentage points better than analysts projected and up from negative 12% a year ago. First quarter results look solid.</p><p>The stock isn’t moving though. NIO reported numbers at 5:30 p.m. eastern time and not a lot of stock is trading after hours. NIO shares closed down 5.3% in Thursday trading. TheS&amp;P 500&nbsp;and&nbsp;Dow Jones Industrial Average&nbsp;rose about&nbsp; 0.7%.</p><p>“NIO started the year of 2021 with a new quarterly delivery record of 20,060 vehicles in the first quarter,” said CEO William Bin Li in the company’s news release. “The overall demand for our products continues to be quite strong, but the supply chain is still facing significant challenges due to the semiconductor shortage.”</p><p>Management called the chip situation “very severe” on its conference call and projected 21,000 to 22,000 vehicle deliveries for the second quarter and sales of about $1.3 billion. The Street is projecting $1.2 billion in sales. But the unit delivery guidance is a little lower than Deutsche Bank analyst Edison Yu had expected.</p><p>For the full year, Yu is modeling 95,000 deliveries. With about 42,000 deliveries likely for the first half of 2021, the resolution of the global chip shortage will go a long way to deciding whether or not NIO can reach Yu’s number.</p><p>Yu rates NIO shares Buy and has a $60 price target for the stock.</p><p>The overall quarter feels a little like&nbsp;Ford Motor‘s (F) quarter, which was&nbsp;reported Wednesday. Ford reported sales and earnings far better than Wall Street projected. Unit volumes were below the company’s internal projections, but improving vehicle mix boosted sales beyond Street projections. Ford prioritized making higher-end vehicles in the face of limited chip supply. Looking ahead, Ford said the impact of the chip shortage would be at the high end of the company’s initial $1 billion to $2.5 billion cost guidance.</p><p>Ford stock close down 9.4% Thursday, the day after the Wednesday evening report. The NIO second-quarter guidance isn’t as surprising as Ford’s. And NIO doesn’t have full-year guidance. But calling NIO’s stock price reaction is difficult.</p><p>Ford trades for less than 7 times estimated 2022 earnings. NIO is expected to become profitable on a full-year basis in 2022. What’s more, NIO is worth about 50% more than Ford.</p><p>NIO’s conference call wrapped up about 10 p.m. eastern time. After the chip shortage, analysts focused questions on EV competition in China and NIO’s production expansion. NIO is putting in place&nbsp;capacity to produce&nbsp;hundreds of thousands of vehicles in coming years.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142070002","content_text":"NIO rose more than 5%, after falling nearly 4% before.NIO Earnings Looked a Lot Like Ford’s. What to Know.Chinese electric vehicle maker NIO posted better than expected first quarter results. But the global automotive microchip shortage will hit production in the coming months.NIO (ticker: NIO) is a highly valued, high-growth stock. Now NIO bulls have to decide whether solid earnings will trump the growth hiccup or whether the chip shortage can hurt the company in the long run.NIO lost 23 cents a share on an adjusted, non-GAAP basis, from $1.2 billion in sales. Wall Street was looking for a comparable 84 cent loss from $1.1 billion in sales. NIO’s corporate gross profit margin came in at 19.5%, about 3 percentage points better than analysts projected and up from negative 12% a year ago. First quarter results look solid.The stock isn’t moving though. NIO reported numbers at 5:30 p.m. eastern time and not a lot of stock is trading after hours. NIO shares closed down 5.3% in Thursday trading. TheS&P 500 and Dow Jones Industrial Average rose about  0.7%.“NIO started the year of 2021 with a new quarterly delivery record of 20,060 vehicles in the first quarter,” said CEO William Bin Li in the company’s news release. “The overall demand for our products continues to be quite strong, but the supply chain is still facing significant challenges due to the semiconductor shortage.”Management called the chip situation “very severe” on its conference call and projected 21,000 to 22,000 vehicle deliveries for the second quarter and sales of about $1.3 billion. The Street is projecting $1.2 billion in sales. But the unit delivery guidance is a little lower than Deutsche Bank analyst Edison Yu had expected.For the full year, Yu is modeling 95,000 deliveries. With about 42,000 deliveries likely for the first half of 2021, the resolution of the global chip shortage will go a long way to deciding whether or not NIO can reach Yu’s number.Yu rates NIO shares Buy and has a $60 price target for the stock.The overall quarter feels a little like Ford Motor‘s (F) quarter, which was reported Wednesday. Ford reported sales and earnings far better than Wall Street projected. Unit volumes were below the company’s internal projections, but improving vehicle mix boosted sales beyond Street projections. Ford prioritized making higher-end vehicles in the face of limited chip supply. Looking ahead, Ford said the impact of the chip shortage would be at the high end of the company’s initial $1 billion to $2.5 billion cost guidance.Ford stock close down 9.4% Thursday, the day after the Wednesday evening report. The NIO second-quarter guidance isn’t as surprising as Ford’s. And NIO doesn’t have full-year guidance. But calling NIO’s stock price reaction is difficult.Ford trades for less than 7 times estimated 2022 earnings. NIO is expected to become profitable on a full-year basis in 2022. What’s more, NIO is worth about 50% more than Ford.NIO’s conference call wrapped up about 10 p.m. eastern time. After the chip shortage, analysts focused questions on EV competition in China and NIO’s production expansion. NIO is putting in place capacity to produce hundreds of thousands of vehicles in coming years.","news_type":1},"isVote":1,"tweetType":1,"viewCount":76,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":169110433,"gmtCreate":1623821079822,"gmtModify":1703820515573,"author":{"id":"3580330414173534","authorId":"3580330414173534","name":"mootaromama","avatar":"https://static.tigerbbs.com/bb145c21debe1e80b416fb6027863fd5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580330414173534","authorIdStr":"3580330414173534"},"themes":[],"htmlText":"Like and comment, please.","listText":"Like and comment, please.","text":"Like and comment, please.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/169110433","repostId":"2143680537","repostType":4,"repost":{"id":"2143680537","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1623797252,"share":"https://ttm.financial/m/news/2143680537?lang=&edition=fundamental","pubTime":"2021-06-16 06:47","market":"us","language":"en","title":"Wall Street ends down as data spooks investors awaiting Fed report","url":"https://stock-news.laohu8.com/highlight/detail?id=2143680537","media":"Reuters","summary":"Wall Street’s main indices closed lower on Tuesday as data showing stronger inflation and weaker U.S. retail sales in May spooked already-jittery investors awaiting the results of the Federal Reserve’s latest policy meeting.Assurance from the Fed that rising prices are transitory and falling U.S. Treasury yields have helped ease some concerns over inflation and supported U.S. stocks in recent weeks. All eyes are now on the central bank’s statement at the end of its two-day policy meeting on Wedn","content":"<p>Wall Street’s main indices closed lower on Tuesday as data showing stronger inflation and weaker U.S. retail sales in May spooked already-jittery investors awaiting the results of the Federal Reserve’s latest policy meeting.</p>\n<p>Assurance from the Fed that rising prices are transitory and falling U.S. Treasury yields have helped ease some concerns over inflation and supported U.S. stocks in recent weeks. All eyes are now on the central bank’s statement at the end of its two-day policy meeting on Wednesday.</p>\n<p>Data showed an acceleration in producer prices last month as supply chains struggled to meet demand unleashed by the reopening of the economy. A separate report showed U.S. retail sales dropped more than expected in May.</p>\n<p>“There was a bit of a reaction to the economic data we got, which, for the most part, shows that the economy is starting to wean itself off stimulus, the recovery is slowing down a little, and inflation is continuing to grow,” said Ed Moya, senior market analyst for the Americas at OANDA.</p>\n<p>“We’re seeing some very modest weakness, and it’ll be choppy leading up to the Fed decision. Right now, the Fed is probably in a position to show they are thinking about tapering, but they’re still a long way from actually doing it.”</p>\n<p>The Fed is likely to announce in August or September a strategy for reducing its massive bond buying program, but will not start cutting monthly purchases until early next year, a Reuters poll of economists found.</p>\n<p>The benchmark S&amp;P 500, the blue-chip Dow Jones and the tech-focused Nasdaq have risen 13%, 12.1% and 9.2% respectively so far this year, largely driven by optimism about an economic reopening.</p>\n<p>However, the S&amp;P 500 has been broadly stuck within a range, despite recording its 29th record-high finish of 2021 on Monday, versus 33 for all of last year.</p>\n<p>The Dow Jones Industrial Average fell 94.42 points, or 0.27%, to 34,299.33, the S&amp;P 500 lost 8.56 points, or 0.20%, to 4,246.59 and the Nasdaq Composite dropped 101.29 points, or 0.71%, to 14,072.86.</p>\n<p>Seven of the 11 major S&amp;P sectors slipped. Among them was communication services, which ended 0.5% lower, having hit a record intraday high earlier in the session.</p>\n<p>The largest gainer was the energy index, which rose 2.1% on oil prices hitting multi-year highs on a positive demand outlook. Exxon Mobil Corp had its best day since Mar. 5, jumping 3.6%. [O/R]</p>\n<p>In corporate news, Boeing Co gained 0.6% after the United States and the European Union agreed on a truce in their 17-year conflict over aircraft subsidies involving the planemaker and its rival Airbus.</p>\n<p>Having slumped 19% on Monday, Lordstown Motors Corp shares rebounded 11.3% after comments from the electric truck manufacturer’s president on orders.</p>\n<p>Volume on U.S. exchanges was 9.98 billion shares, compared with the 10.58 billion average over the last 20 trading days.</p>\n<p>The S&amp;P 500 posted 36 new 52-week highs and 1 new lows; the Nasdaq Composite recorded 87 new highs and 21 new lows.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall Street ends down as data spooks investors awaiting Fed report</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\">\nWall Street ends down as data spooks investors awaiting Fed report\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-06-16 06:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Wall Street’s main indices closed lower on Tuesday as data showing stronger inflation and weaker U.S. retail sales in May spooked already-jittery investors awaiting the results of the Federal Reserve’s latest policy meeting.</p>\n<p>Assurance from the Fed that rising prices are transitory and falling U.S. Treasury yields have helped ease some concerns over inflation and supported U.S. stocks in recent weeks. All eyes are now on the central bank’s statement at the end of its two-day policy meeting on Wednesday.</p>\n<p>Data showed an acceleration in producer prices last month as supply chains struggled to meet demand unleashed by the reopening of the economy. A separate report showed U.S. retail sales dropped more than expected in May.</p>\n<p>“There was a bit of a reaction to the economic data we got, which, for the most part, shows that the economy is starting to wean itself off stimulus, the recovery is slowing down a little, and inflation is continuing to grow,” said Ed Moya, senior market analyst for the Americas at OANDA.</p>\n<p>“We’re seeing some very modest weakness, and it’ll be choppy leading up to the Fed decision. Right now, the Fed is probably in a position to show they are thinking about tapering, but they’re still a long way from actually doing it.”</p>\n<p>The Fed is likely to announce in August or September a strategy for reducing its massive bond buying program, but will not start cutting monthly purchases until early next year, a Reuters poll of economists found.</p>\n<p>The benchmark S&amp;P 500, the blue-chip Dow Jones and the tech-focused Nasdaq have risen 13%, 12.1% and 9.2% respectively so far this year, largely driven by optimism about an economic reopening.</p>\n<p>However, the S&amp;P 500 has been broadly stuck within a range, despite recording its 29th record-high finish of 2021 on Monday, versus 33 for all of last year.</p>\n<p>The Dow Jones Industrial Average fell 94.42 points, or 0.27%, to 34,299.33, the S&amp;P 500 lost 8.56 points, or 0.20%, to 4,246.59 and the Nasdaq Composite dropped 101.29 points, or 0.71%, to 14,072.86.</p>\n<p>Seven of the 11 major S&amp;P sectors slipped. Among them was communication services, which ended 0.5% lower, having hit a record intraday high earlier in the session.</p>\n<p>The largest gainer was the energy index, which rose 2.1% on oil prices hitting multi-year highs on a positive demand outlook. Exxon Mobil Corp had its best day since Mar. 5, jumping 3.6%. [O/R]</p>\n<p>In corporate news, Boeing Co gained 0.6% after the United States and the European Union agreed on a truce in their 17-year conflict over aircraft subsidies involving the planemaker and its rival Airbus.</p>\n<p>Having slumped 19% on Monday, Lordstown Motors Corp shares rebounded 11.3% after comments from the electric truck manufacturer’s president on orders.</p>\n<p>Volume on U.S. exchanges was 9.98 billion shares, compared with the 10.58 billion average over the last 20 trading days.</p>\n<p>The S&amp;P 500 posted 36 new 52-week highs and 1 new lows; the Nasdaq Composite recorded 87 new highs and 21 new lows.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","OEF":"标普100指数ETF-iShares","DXD":"道指两倍做空ETF","QLD":"纳指两倍做多ETF","IVV":"标普500指数ETF","TQQQ":"纳指三倍做多ETF","DJX":"1/100道琼斯","SDOW":"道指三倍做空ETF-ProShares","PSQ":"纳指反向ETF","DDM":"道指两倍做多ETF","SDS":"两倍做空标普500ETF","UPRO":"三倍做多标普500ETF","UDOW":"道指三倍做多ETF-ProShares","QQQ":"纳指100ETF","DOG":"道指反向ETF","SSO":"两倍做多标普500ETF","QID":"纳指两倍做空ETF","SH":"标普500反向ETF",".DJI":"道琼斯","SPXU":"三倍做空标普500ETF",".IXIC":"NASDAQ Composite","SQQQ":"纳指三倍做空ETF",".SPX":"S&P 500 Index","OEX":"标普100","BA":"波音"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2143680537","content_text":"Wall Street’s main indices closed lower on Tuesday as data showing stronger inflation and weaker U.S. retail sales in May spooked already-jittery investors awaiting the results of the Federal Reserve’s latest policy meeting.\nAssurance from the Fed that rising prices are transitory and falling U.S. Treasury yields have helped ease some concerns over inflation and supported U.S. stocks in recent weeks. All eyes are now on the central bank’s statement at the end of its two-day policy meeting on Wednesday.\nData showed an acceleration in producer prices last month as supply chains struggled to meet demand unleashed by the reopening of the economy. A separate report showed U.S. retail sales dropped more than expected in May.\n“There was a bit of a reaction to the economic data we got, which, for the most part, shows that the economy is starting to wean itself off stimulus, the recovery is slowing down a little, and inflation is continuing to grow,” said Ed Moya, senior market analyst for the Americas at OANDA.\n“We’re seeing some very modest weakness, and it’ll be choppy leading up to the Fed decision. Right now, the Fed is probably in a position to show they are thinking about tapering, but they’re still a long way from actually doing it.”\nThe Fed is likely to announce in August or September a strategy for reducing its massive bond buying program, but will not start cutting monthly purchases until early next year, a Reuters poll of economists found.\nThe benchmark S&P 500, the blue-chip Dow Jones and the tech-focused Nasdaq have risen 13%, 12.1% and 9.2% respectively so far this year, largely driven by optimism about an economic reopening.\nHowever, the S&P 500 has been broadly stuck within a range, despite recording its 29th record-high finish of 2021 on Monday, versus 33 for all of last year.\nThe Dow Jones Industrial Average fell 94.42 points, or 0.27%, to 34,299.33, the S&P 500 lost 8.56 points, or 0.20%, to 4,246.59 and the Nasdaq Composite dropped 101.29 points, or 0.71%, to 14,072.86.\nSeven of the 11 major S&P sectors slipped. Among them was communication services, which ended 0.5% lower, having hit a record intraday high earlier in the session.\nThe largest gainer was the energy index, which rose 2.1% on oil prices hitting multi-year highs on a positive demand outlook. Exxon Mobil Corp had its best day since Mar. 5, jumping 3.6%. [O/R]\nIn corporate news, Boeing Co gained 0.6% after the United States and the European Union agreed on a truce in their 17-year conflict over aircraft subsidies involving the planemaker and its rival Airbus.\nHaving slumped 19% on Monday, Lordstown Motors Corp shares rebounded 11.3% after comments from the electric truck manufacturer’s president on orders.\nVolume on U.S. exchanges was 9.98 billion shares, compared with the 10.58 billion average over the last 20 trading days.\nThe S&P 500 posted 36 new 52-week highs and 1 new lows; the Nasdaq Composite recorded 87 new highs and 21 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":342,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":195687983,"gmtCreate":1621293144842,"gmtModify":1704355134213,"author":{"id":"3580330414173534","authorId":"3580330414173534","name":"mootaromama","avatar":"https://static.tigerbbs.com/bb145c21debe1e80b416fb6027863fd5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580330414173534","authorIdStr":"3580330414173534"},"themes":[],"htmlText":"Growth stock, no doubt. Join the party while it lasts","listText":"Growth stock, no doubt. Join the party while it lasts","text":"Growth stock, no doubt. Join the party while it lasts","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/195687983","repostId":"1109408177","repostType":2,"isVote":1,"tweetType":1,"viewCount":129,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":344635056,"gmtCreate":1618404858175,"gmtModify":1704710275727,"author":{"id":"3580330414173534","authorId":"3580330414173534","name":"mootaromama","avatar":"https://static.tigerbbs.com/bb145c21debe1e80b416fb6027863fd5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580330414173534","authorIdStr":"3580330414173534"},"themes":[],"htmlText":"Who intends to hoot once it starts trading? Now priced at $250. Worth it? Share your thoughts!","listText":"Who intends to hoot once it starts trading? Now priced at $250. Worth it? Share your thoughts!","text":"Who intends to hoot once it starts trading? Now priced at $250. Worth it? Share your thoughts!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/344635056","repostId":"1130056228","repostType":2,"repost":{"id":"1130056228","pubTimestamp":1618196120,"share":"https://ttm.financial/m/news/1130056228?lang=&edition=fundamental","pubTime":"2021-04-12 10:55","market":"us","language":"en","title":"Coinbase stock opens at $381.00, pushing valuation to $99.6 bln","url":"https://stock-news.laohu8.com/highlight/detail?id=1130056228","media":"seekingalpha","summary":"Coinbase shares open at $381 on Nasdaq, valuing cryptocurrency exchange at $99.6 billion.SummaryCoin","content":"<p>Coinbase shares open at $381 on Nasdaq, valuing cryptocurrency exchange at $99.6 billion.</p><p><b>Summary</b></p><ul><li>Coinbase's direct listing comes at a perfect timing: right time, place, market, product, partners, acquisitions. First-rate execution. Good pedigree.</li><li>The company has great B/S &amp; I/S margins with potential: expansion into corporate trading, derivatives, credit card awards, and USD coin.</li><li>On the $68 billion valuation provided by the company, it has a Market Cap/Revenue 11x &amp; P/E of 47x estimated in our high growth scenario.</li><li>Coinbase is at the center of future action as the world digitizes, tokenizes, and trades any and all physical assets.</li></ul><p>Editor's note: Seeking Alpha is proud to welcome Paul Schulte as a new contributor. It's easy to become a Seeking Alpha contributor and earn money for your best investment ideas. Active contributors also get free access to SA Premium.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/742eca4e2e542a463e1dbcf4df427c92\" tg-width=\"1536\" tg-height=\"1024\" referrerpolicy=\"no-referrer\"><span>Photo by N Rotteveel/iStock Editorial via Getty Images</span></p><p>We believe that Coinbase (COIN) is a strong core holding investment. This is supported by sound market conditions, a widespread crypto boom, and skyrocketing revenue growth that by far exceed the industry.</p><p>Coinbase has enjoyed success as an online exchange for crypto since 2012 and has captured a&nbsp;12% global market share. During that time, it has consistently kept its users’ personal data secure with its comprehensive due diligence process. It has put a high priority on cooperation and compliance with regulatory authorities. The first section of this article sets the framework of the business. Second, we take a deep dive into the company’s financials. Third, we provide an analysis of (i) Coinbase’s potential to diversify away from commission revenues with strategic investments and opportunities and (ii) major risk factors that the company faces. The listing is on April 14.</p><p><b>Coinbase is the new set of rails that connects the crypto world and Wall Street</b></p><p><b>One-stop-shop</b></p><p>The company provides retail, institutional, and vendor solutions for storage, spending, earning, and use of more than 40 crypto assets. It is a one-stop-shop for hedge funds, money managers, corporations for trading and custody of crypto. It has established relationships with Circle for a dollar coin and with Visa for crypto rewards programs. It has 43 million users (87% growth since Q1 2018) and 3 million Monthly Transacting Users (MTU) with $90 billion of assets (5.9x increase since Q1 2018). The company is attracting institutional investors with a 4.2x increase in Trading Volume since Q1 2018. It has 7,000 institutional users and 115,000 ecosystem partners. Revenues in Q4 2020 were $585 million, and we estimate Q1 2021 revenue will easily exceed $1.2 billion (See valuation on section Valuation model). The current global market share is 12%.</p><p><b>Revenue streams</b></p><p>The exchange makes most of its money through high commission churn from retail. But achieving economies of scale from much more institutional trading activity – even though they offer lower commissions – is the next hurdle. We remain optimistic about a powerful secular trend of higher bitcoin prices due to the digitization of the physical world resulting in its monetization through tokens. Central banks will have no choice but to jump on the bandwagon and use the private sector pipes since they are not equipped (nor is it their function) to build and maintain such technology. This is essentially a replacement for both SWIFT and DTCC and will be much bigger than these two combined entities ever were. This is the center of the titanic competition between the US and China. Companies like Coinbase will have important strategic value for the US policy apparatus in Washington, DC.</p><p><b>Valuation modelModel Framework</b></p><p>We have modeled Coinbase revenue growth in 2021. Q1 2021 estimates are based on the recent sharp increase of Crypto Market Cap, Bitcoin Price, and Trading Volume. At the time of this research, the value of crypto more than doubled since December 2020. In Q4 2020, the company recorded $585 million in revenue with a crypto market cap of ~$782 billion. To assess the potential of Coinbase, we projected the company’s revenue via a sensitivity analysis with the following parameters:</p><ul><li><i>Market capitalization of crypto assets.</i>This is split into Bitcoin market cap and other crypto assets. Coinbase is diversifying its crypto assets offering, driven by the introduction of 20 crypto assets between 2019 and 2020, including DeFi applications and protocols which can allow diversification away Trading Volume from Bitcoin.</li><li><i>Trading Volume of Retail and Institutional</i>. Institutional Trading is slowly outpacing Retail Trading, though fees are lower for institutions. Verified Institutions grew 67% from 4,200 to 7,000 from 2019 to 2020. Assets on the Platform from institutions grew 5.9x from $6.5 billion to $44.8 billion for a total of $90 billion.</li><li><i>Transaction fees.</i>These represented 96% of their revenue in 2020. The majority of this is derived from transactions in Bitcoin and Ethereum.</li></ul><p>Based on these assumptions, we created three different scenarios assuming a $68 billion valuation provided by the company. Market Cap/Revenue sensitivity table and quarterly revenue estimates are found below.</p><ul><li><i>Scenario 1:</i>Crypto market cap declines to around $900 billion by Q4 2021, with a parallel decline in Trading Volume on the platform, and a slight decrease in market share. Forward Market Cap/Revenue multiple of 27.2x.</li><li><i>Scenario 2:</i>We projected the crypto market cap to stabilise around $1,700 billion by Q4 2021, with a stable trading volume and market share. Forward EV/Revenue multiple of 17.0x.</li><li><i>Scenario 3:</i>Crypto market cap keep up its momentum and reach $1,900 billion by Q4 2021, with an increase in trading volume and market share. Forward EV/Revenue multiple of 11.3x.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e7dca88fc8e1ee7a20e6ee98226b6e59\" tg-width=\"640\" tg-height=\"290\" referrerpolicy=\"no-referrer\"><span>Source: Coinbase public filings, Coinmarketcap.com, Author estimates. Data as of 9th March 2021.</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5051018901da5ee20a18d3ac5ef7b983\" tg-width=\"640\" tg-height=\"487\" referrerpolicy=\"no-referrer\"><span>Source: Coinbase public filings, Coinmarketcap.com, Author estimates Data as of 9th March 2021</span></p><p><b>Our case: Stable to higher prices by end of 2021</b></p><p>Our fairly bullish estimates on revenue for 2021 should exceed $3.5 billion and could very well top $5 billion. While the grey market (and admittedly illiquid) futures price is above $100 billion, the company has stated its intention to do the listing at $68 billion. Many investors were eyeing the grey market price with great alarm as it surpassed $130 billion. Happily, the direct listing price is one half of the peak of $135 billion.</p><p>Coinbase has a very clean balance sheet. Return on assets was 7% for 2020. Assets on Equity is 3.8x. Its Return on Capital could easily exceed 30% in 2021. It is sitting on a cash pile. It is a highly profitable business creating consistent retained earnings. The balance sheet is pristine and is an efficient machine. The owners are handing public investors a well-oiled machine with a proven track record and a great balance sheet. This is a rarity in the current IPO market.</p><p>Projected EV/Revenue of high scenario at $68 billion/$6 billion is about 11x, among the lowest of its comparable peers and in line with SoFi and Root. The 2021 P/E should be about 47x on our high end of estimates, compared to 49x for the Russell 2000. Our worst-case scenario for 2021 Return on Capital is 26%. This still blows away the traditional exchanges. A medium case scenario puts ROC at 35%.</p><p>Coinbase is a case of the right company at the right time, right place, right sector, right business, right product. Its gross margins are in the high 80s and should settle in the low 80s as the business is built out and matures. EBIT margins are around 30% and net margins are mid-20s.</p><p><b>Business opportunities and major risks</b>&nbsp;<b>Opportunities</b></p><p>The direct listing will set the stage for more listings of crypto firms, legitimise crypto with global finance, bridge the gap with Wall Street, increase the visibility of crypto in Fortune 500 and increase participation. It will deepen its partnerships with both Circle and Visa as well as widen its DeFi propositions. The platform is easy to use and scalable.</p><p>Exciting additions are custody with Vast Bank as a licensed institution. It will bolt on open source standards with Rosetta — akin to China’s BSN. It will add crypto lending with Xapo. It will also offer enhanced trading services with Tagomi. On a geographical basis, it will expand into MENA activity with Rain.</p><p>In addition, Coinbase’s careful long-term plan will include a roll out into an enhanced number of crypto assets and expand its derivatives. It will continue to make a major push into institutional business. It will move further into dollar coin distribution. And it will piggyback onto major credit cards via crypto points.</p><p><b>Risks</b></p><p>The company looks great, but the main risks which investors should bear in mind. Bringing many of the risk and execution functions in-house is important. So far, Coinbase is playing extremely nice with the regulators. While Coinbase could potentially end up as a major conduit for a Federal Reserve coin, the company is very young, and its infrastructure has not kept up with developments.</p><ol><li>It will need to invest a lot in Capex to build out its infrastructure and margins may shrink.</li><li>It is a highly competitive sector and many other players are breathing down Coinbase’s neck, especially in Asia.</li><li>There are significant regulatory hurdles, although Coinbase is highly sensitive to regulatory shifts. It has been wisely and deliberately slow in adding new crypto because of this.</li><li>The exchange may have to take greater responsibility in establishing bona fides and offer AML guarantees to regulators.</li><li>It is highly reliant on third parties for its businesses. This includes payment gateways, cloud, compliance, customer service, and product development. This needs to be brought in-house and tightly controlled. The role of a decisive and capable CTO is vital here.</li><li>Bitcoin is highly volatile, and it is in the realm of possibility that Bitcoin and Ethereum could fall by 50% or more before recovering. As with stock exchanges, rising prices are good for business and sustained bear markets are bad for business. But volatility is always good for exchanges.</li><li>The managers of the company have never operated a public company of great size before.</li></ol><p><b>Conclusion</b></p><p>We believe Coinbase’s direct listing comes at the right time and is accompanied by strong market conditions. Widespread crypto acceptance is underway, and it has outstanding prospects. Projected revenue growth is undoubtedly one of the fastest in the industry. This company deserves serious attention.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Coinbase stock opens at $381.00, pushing valuation to $99.6 bln</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\">\nCoinbase stock opens at $381.00, pushing valuation to $99.6 bln\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-12 10:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4418060-coinbase-direct-listing-this-stock-should-be-core-holding><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Coinbase shares open at $381 on Nasdaq, valuing cryptocurrency exchange at $99.6 billion.SummaryCoinbase's direct listing comes at a perfect timing: right time, place, market, product, partners, ...</p>\n\n<a href=\"https://seekingalpha.com/article/4418060-coinbase-direct-listing-this-stock-should-be-core-holding\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"COIN":"Coinbase Global, Inc."},"source_url":"https://seekingalpha.com/article/4418060-coinbase-direct-listing-this-stock-should-be-core-holding","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1130056228","content_text":"Coinbase shares open at $381 on Nasdaq, valuing cryptocurrency exchange at $99.6 billion.SummaryCoinbase's direct listing comes at a perfect timing: right time, place, market, product, partners, acquisitions. First-rate execution. Good pedigree.The company has great B/S & I/S margins with potential: expansion into corporate trading, derivatives, credit card awards, and USD coin.On the $68 billion valuation provided by the company, it has a Market Cap/Revenue 11x & P/E of 47x estimated in our high growth scenario.Coinbase is at the center of future action as the world digitizes, tokenizes, and trades any and all physical assets.Editor's note: Seeking Alpha is proud to welcome Paul Schulte as a new contributor. It's easy to become a Seeking Alpha contributor and earn money for your best investment ideas. Active contributors also get free access to SA Premium.Photo by N Rotteveel/iStock Editorial via Getty ImagesWe believe that Coinbase (COIN) is a strong core holding investment. This is supported by sound market conditions, a widespread crypto boom, and skyrocketing revenue growth that by far exceed the industry.Coinbase has enjoyed success as an online exchange for crypto since 2012 and has captured a 12% global market share. During that time, it has consistently kept its users’ personal data secure with its comprehensive due diligence process. It has put a high priority on cooperation and compliance with regulatory authorities. The first section of this article sets the framework of the business. Second, we take a deep dive into the company’s financials. Third, we provide an analysis of (i) Coinbase’s potential to diversify away from commission revenues with strategic investments and opportunities and (ii) major risk factors that the company faces. The listing is on April 14.Coinbase is the new set of rails that connects the crypto world and Wall StreetOne-stop-shopThe company provides retail, institutional, and vendor solutions for storage, spending, earning, and use of more than 40 crypto assets. It is a one-stop-shop for hedge funds, money managers, corporations for trading and custody of crypto. It has established relationships with Circle for a dollar coin and with Visa for crypto rewards programs. It has 43 million users (87% growth since Q1 2018) and 3 million Monthly Transacting Users (MTU) with $90 billion of assets (5.9x increase since Q1 2018). The company is attracting institutional investors with a 4.2x increase in Trading Volume since Q1 2018. It has 7,000 institutional users and 115,000 ecosystem partners. Revenues in Q4 2020 were $585 million, and we estimate Q1 2021 revenue will easily exceed $1.2 billion (See valuation on section Valuation model). The current global market share is 12%.Revenue streamsThe exchange makes most of its money through high commission churn from retail. But achieving economies of scale from much more institutional trading activity – even though they offer lower commissions – is the next hurdle. We remain optimistic about a powerful secular trend of higher bitcoin prices due to the digitization of the physical world resulting in its monetization through tokens. Central banks will have no choice but to jump on the bandwagon and use the private sector pipes since they are not equipped (nor is it their function) to build and maintain such technology. This is essentially a replacement for both SWIFT and DTCC and will be much bigger than these two combined entities ever were. This is the center of the titanic competition between the US and China. Companies like Coinbase will have important strategic value for the US policy apparatus in Washington, DC.Valuation modelModel FrameworkWe have modeled Coinbase revenue growth in 2021. Q1 2021 estimates are based on the recent sharp increase of Crypto Market Cap, Bitcoin Price, and Trading Volume. At the time of this research, the value of crypto more than doubled since December 2020. In Q4 2020, the company recorded $585 million in revenue with a crypto market cap of ~$782 billion. To assess the potential of Coinbase, we projected the company’s revenue via a sensitivity analysis with the following parameters:Market capitalization of crypto assets.This is split into Bitcoin market cap and other crypto assets. Coinbase is diversifying its crypto assets offering, driven by the introduction of 20 crypto assets between 2019 and 2020, including DeFi applications and protocols which can allow diversification away Trading Volume from Bitcoin.Trading Volume of Retail and Institutional. Institutional Trading is slowly outpacing Retail Trading, though fees are lower for institutions. Verified Institutions grew 67% from 4,200 to 7,000 from 2019 to 2020. Assets on the Platform from institutions grew 5.9x from $6.5 billion to $44.8 billion for a total of $90 billion.Transaction fees.These represented 96% of their revenue in 2020. The majority of this is derived from transactions in Bitcoin and Ethereum.Based on these assumptions, we created three different scenarios assuming a $68 billion valuation provided by the company. Market Cap/Revenue sensitivity table and quarterly revenue estimates are found below.Scenario 1:Crypto market cap declines to around $900 billion by Q4 2021, with a parallel decline in Trading Volume on the platform, and a slight decrease in market share. Forward Market Cap/Revenue multiple of 27.2x.Scenario 2:We projected the crypto market cap to stabilise around $1,700 billion by Q4 2021, with a stable trading volume and market share. Forward EV/Revenue multiple of 17.0x.Scenario 3:Crypto market cap keep up its momentum and reach $1,900 billion by Q4 2021, with an increase in trading volume and market share. Forward EV/Revenue multiple of 11.3x.Source: Coinbase public filings, Coinmarketcap.com, Author estimates. Data as of 9th March 2021.Source: Coinbase public filings, Coinmarketcap.com, Author estimates Data as of 9th March 2021Our case: Stable to higher prices by end of 2021Our fairly bullish estimates on revenue for 2021 should exceed $3.5 billion and could very well top $5 billion. While the grey market (and admittedly illiquid) futures price is above $100 billion, the company has stated its intention to do the listing at $68 billion. Many investors were eyeing the grey market price with great alarm as it surpassed $130 billion. Happily, the direct listing price is one half of the peak of $135 billion.Coinbase has a very clean balance sheet. Return on assets was 7% for 2020. Assets on Equity is 3.8x. Its Return on Capital could easily exceed 30% in 2021. It is sitting on a cash pile. It is a highly profitable business creating consistent retained earnings. The balance sheet is pristine and is an efficient machine. The owners are handing public investors a well-oiled machine with a proven track record and a great balance sheet. This is a rarity in the current IPO market.Projected EV/Revenue of high scenario at $68 billion/$6 billion is about 11x, among the lowest of its comparable peers and in line with SoFi and Root. The 2021 P/E should be about 47x on our high end of estimates, compared to 49x for the Russell 2000. Our worst-case scenario for 2021 Return on Capital is 26%. This still blows away the traditional exchanges. A medium case scenario puts ROC at 35%.Coinbase is a case of the right company at the right time, right place, right sector, right business, right product. Its gross margins are in the high 80s and should settle in the low 80s as the business is built out and matures. EBIT margins are around 30% and net margins are mid-20s.Business opportunities and major risks OpportunitiesThe direct listing will set the stage for more listings of crypto firms, legitimise crypto with global finance, bridge the gap with Wall Street, increase the visibility of crypto in Fortune 500 and increase participation. It will deepen its partnerships with both Circle and Visa as well as widen its DeFi propositions. The platform is easy to use and scalable.Exciting additions are custody with Vast Bank as a licensed institution. It will bolt on open source standards with Rosetta — akin to China’s BSN. It will add crypto lending with Xapo. It will also offer enhanced trading services with Tagomi. On a geographical basis, it will expand into MENA activity with Rain.In addition, Coinbase’s careful long-term plan will include a roll out into an enhanced number of crypto assets and expand its derivatives. It will continue to make a major push into institutional business. It will move further into dollar coin distribution. And it will piggyback onto major credit cards via crypto points.RisksThe company looks great, but the main risks which investors should bear in mind. Bringing many of the risk and execution functions in-house is important. So far, Coinbase is playing extremely nice with the regulators. While Coinbase could potentially end up as a major conduit for a Federal Reserve coin, the company is very young, and its infrastructure has not kept up with developments.It will need to invest a lot in Capex to build out its infrastructure and margins may shrink.It is a highly competitive sector and many other players are breathing down Coinbase’s neck, especially in Asia.There are significant regulatory hurdles, although Coinbase is highly sensitive to regulatory shifts. It has been wisely and deliberately slow in adding new crypto because of this.The exchange may have to take greater responsibility in establishing bona fides and offer AML guarantees to regulators.It is highly reliant on third parties for its businesses. This includes payment gateways, cloud, compliance, customer service, and product development. This needs to be brought in-house and tightly controlled. The role of a decisive and capable CTO is vital here.Bitcoin is highly volatile, and it is in the realm of possibility that Bitcoin and Ethereum could fall by 50% or more before recovering. As with stock exchanges, rising prices are good for business and sustained bear markets are bad for business. But volatility is always good for exchanges.The managers of the company have never operated a public company of great size before.ConclusionWe believe Coinbase’s direct listing comes at the right time and is accompanied by strong market conditions. Widespread crypto acceptance is underway, and it has outstanding prospects. Projected revenue growth is undoubtedly one of the fastest in the industry. This company deserves serious attention.","news_type":1},"isVote":1,"tweetType":1,"viewCount":74,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":166366820,"gmtCreate":1623992275660,"gmtModify":1703825968976,"author":{"id":"3580330414173534","authorId":"3580330414173534","name":"mootaromama","avatar":"https://static.tigerbbs.com/bb145c21debe1e80b416fb6027863fd5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580330414173534","authorIdStr":"3580330414173534"},"themes":[],"htmlText":"Good stock to hold for at least mid term. Don't be affected by daily or weekly swing. Keep Calm and HODL On.","listText":"Good stock to hold for at least mid term. Don't be affected by daily or weekly swing. Keep Calm and HODL On.","text":"Good stock to hold for at least mid term. Don't be affected by daily or weekly swing. Keep Calm and HODL On.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/166366820","repostId":"1175693382","repostType":4,"repost":{"id":"1175693382","pubTimestamp":1623978463,"share":"https://ttm.financial/m/news/1175693382?lang=&edition=fundamental","pubTime":"2021-06-18 09:07","market":"hk","language":"en","title":"Alibaba Stock: The Bottoming Process Looks To Be Forming Already","url":"https://stock-news.laohu8.com/highlight/detail?id=1175693382","media":"seekingalpha","summary":"Alibaba is probably the most undervalued growth stock right now.The company’s multiple growth drivers within a rapidly expanding market made its valuations look even more baffling.The short term technical picture may be turning bullish with a potential double bottom price action signal.When we take things into clearer perspective by comparing China’s growth rate and size of its market to that of the U.S. e-commerce market, we could see the huge differences in their sizes and growth rates as the ","content":"<p><b>Summary</b></p>\n<ul>\n <li>Alibaba is probably the most undervalued growth stock right now.</li>\n <li>The company’s multiple growth drivers within a rapidly expanding market made its valuations look even more baffling.</li>\n <li>The short term technical picture may be turning bullish with a potential double bottom price action signal.</li>\n <li>We discuss the company’s multiple growth drivers and let investors judge for themselves.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/05e63c77d4f3f3dc3d618e43044638bb\" tg-width=\"768\" tg-height=\"512\"><span>Yongyuan Dai/iStock Unreleased via Getty Images</span></p>\n<p><b>The Technical Thesis</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7febf6ed056b0e3bc038321cdaad9b1c\" tg-width=\"1280\" tg-height=\"782\"><span>Source: TradingView</span></p>\n<p>Alibaba’s&nbsp;stock price has endured a terrible 8 months ever since its Ant Financial IPO was pulled in early Nov 20, with the stock languishing in the doldrums 34% off its high. When considering the health of its long term uptrend, it’s clear that BABA has a relatively strong uptrend bias and has generally been well supported along its key 50W MA. The only other time in the last 4 years that it lost its key 50W MA support level was during the 2018 bear market where BABA dropped about 40%, but was still well supported above the important 200W MA, which we usually consider as the “last line of defense”. Right now BABA is somewhat facing a similar situation again: down 34%, lost the 50W MA, but looks to be well supported above the 200W MA. In addition to that, one interesting observation in price action analysis may lead price action traders/investors to be especially bullish: a potential double bottom formation. BABA's price is seemingly going through a double bottom like it did during the 2018 bear market before it rallied strongly thereafter. As a result, BABA’s current level may offer a possible technical buy entry point now.</p>\n<p><b>BABA's Fundamental Thesis: Rapidly Expanding Growth Drivers</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eba49f5881708929949c30628eedc5d4\" tg-width=\"934\" tg-height=\"578\"><span>Annual GMV. Data source: Company filings</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a4d6c4ed3e2402f5af52b2dea8bab411\" tg-width=\"836\" tg-height=\"517\"><span>Annual e-commerce revenue. Data source: Company filings</span></p>\n<p>BABA’s GMV grew from 1.68T yuan to 7.49T yuan in just a matter of 7 years, which represented a CAGR of 23.8%, a truly amazing growth rate. We also saw its GMV growth being converted into revenue growth as its China commerce revenue grew from 7.67B yuan to 473.68B yuan, at a CAGR of 51% over the last 10 years. While its international footprint remains considerably smaller, it still grew at a CAGR of 30.42% over the last 10 years, which was by no means slow.</p>\n<p>Even though China’s e-commerce market is expected to grow considerably slower at a CAGR of 12.4% over the next three years, from 13.8T yuan, equivalent to $2.16T in 2021 to 19.6T yuan,equivalent to $3.06T by 2024, the massive size of the market still offers tremendous upside potential for BABA and its closest competitors to grow into.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ffe2dee43f267e1d1399c68e3ca60f36\" tg-width=\"600\" tg-height=\"371\"><span>E-commerce revenue in the U.S. Data source: Statista</span></p>\n<p>When we take things into clearer perspective by comparing China’s growth rate and size of its market to that of the U.S. e-commerce market, we could see the huge differences in their sizes and growth rates as the U.S. e-commerce market is only expected to grow at a CAGR of 4.67% from 2021 to 2025, which is significantly slower than China’s 12.4%. In addition, the U.S. market is also expected to reach about $563B in total revenue, which is 18% of what the China market is expected to be worth by then.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0d5a8d0d8a6a2dcdf667a6f33c6c9771\" tg-width=\"1280\" tg-height=\"702\"><span>Peers EBIT Margin and Projected EBIT Margin. Data source: S&amp;P Capital IQ</span></p>\n<p>Even though Alibaba has been facing increased competitive pressures from its fast growing key competitors: JD.com(NASDAQ:JD)and Pinduoduo(NASDAQ:PDD), BABA has already been operating a much more profitable business (both EBIT and FCF), and is expected to continue delivering strong profitability moving forward, which should give the company tremendous flexibility to compete head on with JD and PDD in its quest to extend its leadership. Investors may observe that BABA’s EBIT margin was affected by the one-off administrative penalty of $2,782M that was reflected in its SG&amp;A, and therefore skewed its EBIT margin to the downside.</p>\n<p>One important move was the company’s decision to further its investment in the Community Marketplace, which is PDD’s main e-commerce strategy that saw PDD gain a total of&nbsp;823M AAC&nbsp;in its latest quarter as compared to BABA’s 891M AAC. PDD’s AAC growth is truly phenomenal considering it had only&nbsp;100M AAC in Q2’C17&nbsp;as compared to BABA’s 466M AAC in the same period.</p>\n<p>Therefore, the momentum of growth has surely swung over to the Community Marketplace segment and BABA would need to pull out its big guns (which it has) to compete for dominance with PDD and JD.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3b83b69b08b1f4b11a26393c8e6eead5\" tg-width=\"600\" tg-height=\"371\"><span>Market size of community group buying in China. Data source: iiMedia Research</span></p>\n<p>Even though the expected total market size of 102B yuan by 2022 represented only about 21.5% of BABA’s FY 21 China commerce revenue, the expected rapid CAGR of 44.22% over 3 years from 2019 to 2022 cannot be missed by BABA. Although the market is still relatively small, BABA cannot allow the current leader in this market: PDD to so easily dominate and gobble up the early high growth rates at the ignorance of everyone else. Certainly BABA must compete and fight for its place in this segment and strive for early leadership to prevent PDD from extending its lead.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b97b2b4a8a182dc9846d8fb7e4039877\" tg-width=\"1280\" tg-height=\"770\"><span>PDD profitability metrics &amp; revenue growth forecast. Data source: S&amp;P Capital IQ</span></p>\n<p>We could observe from the above chart that PDD is expected to continue growing its revenue rapidly over the next few years, even though they are expected to normalize subsequently. More importantly, PDD is also expected to increasingly improve its EBIT and FCF profitability moving forward. This shows that the Community Marketplace segment is an highly important growth driver that BABA must use its strength to exploit in order to deny PDD’s claim to undisputed leadership so early on in the game.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3aadc32155b4108426a1a982e3b5b1c2\" tg-width=\"640\" tg-height=\"360\"><span>China public cloud spending. Source:China Internet Watch; Canalys</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1c1538b9f7bdc8d6d35a72d9acf8ecbc\" tg-width=\"600\" tg-height=\"371\"><span>Size of China public cloud market. Data source: CAICT; Sina.com.cn</span></p>\n<p>BABA has a 40% share in China’s public cloud market, way ahead of its key competitors. However, it’s important to note that despite this leadership, BABA is still in heavy investment mode to continue growing its market share as China’s public cloud market is expected to grow from 26.48B yuan in 2017 to 230.74B yuan by 2023, which would represent a CAGR of 43.4%, an incredibly stellar growth rate. This is especially clear when we compare China’s growth rate to the worldwide growth rate (see below) as public cloud spending worldwide is expected to grow from $145B in 2017 to $397B by 2022, that would represent a CAGR of 22.3%.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/06198c569504bc303c34563041dfb294\" tg-width=\"600\" tg-height=\"371\"><span>Worldwide public cloud spending. Data source: Gartner</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8482037f60575f964053ab732496bee3\" tg-width=\"1176\" tg-height=\"700\"><span>Worldwide public cloud market share. Source:CnTechPost; Gartner</span></p>\n<p>Therefore, I don’t find it surprising that Ali Cloud has continued to extend its lead over Alphabet’s(NASDAQ:GOOGL)(NASDAQ:GOOG)GCP with a market share of 9.5% in 2020. While AMZN remains the clear leader in the market, its market share has been coming down considerably as public cloud spending continues to expand, indicating that there is a huge potential for growth for multiple players to exist. With BABA’s leadership in the rapidly expanding Chinese market, I’m increasingly bullish on the future profit and FCF contribution from this segment to BABA’s performance over time. Although BABA’s cloud segment has not been EBIT profitable yet (FY 21 EBIT margin: -15%, FY 20 EBIT margin: -17.5%), it’s also useful to note that GCP has also not been profitable for Alphabet as well (FY 20 EBIT margin: -42.9%, FY 19 EBIT margin: -52%). Therefore, we need to give BABA some time to scale up its cloud services in APAC and in China where it is expected to have stronger leadership to allow it to grow faster and investors should expect this to be a highly profitable segment over time.</p>\n<p><b>BABA's Valuations Look Highly Compelling</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/62a087c4b3ef7efc2c5dde813e3b959d\" tg-width=\"1000\" tg-height=\"600\"><span>NTM TEV / EBIT 3Y range.</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b2605c0e5ad364a7a43929fef204595c\" tg-width=\"1280\" tg-height=\"687\"><span>EV / Fwd EBIT and EV / Fwd Rev trend. Data source: S&amp;P Capital IQ</span></p>\n<p>When we consider BABA's TEV / EBIT historical range, where the 3Y mean read 33.54x, BABA’s EV / Fwd EBIT trend certainly imply a hugely undervalued stock as BABA is still expected to grow its revenue and operating profits rapidly. However, as we wanted to obtain greater clarity over how its counterparts are also valued, we thought it would be useful if we value BABA’s EBIT over a set of benchmark companies that is presented below.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d27873e676dfb23c98d4a69aa5861e02\" tg-width=\"1280\" tg-height=\"1117\"><span>Peers EV / EBIT Valuations. Data source: S&amp;P Capital IQ</span></p>\n<p>By using a blend of historical and forward EBIT, we could see that BABA’s EV / EBIT really looks undervalued when compared to the median value of the set of observed values from the benchmark companies. We derived a fair value range for BABA of $294.98 at the midpoint of the range, that represented a potential upside of 40.5% based on the current stock price of $210.</p>\n<p><b>Risks to Assumptions</b></p>\n<p>Now, it’s obviously baffling to watch how Mr. Market has decided to discount BABA to such an extent as if the company has lost all its key sources of growth, when in fact there is still so much potential upside coming from its commerce segment, the new marketplace initiatives and its growing Ali Cloud segment, among others. The main realistic reason that we identified for the stock's underperformance would simply be regulatory risk. We think investors should acknowledge that this risk is very real and at times huge Chinese companies have found themselves to be subjected to extra scrutiny (which is nothing new in fact) by the Chinese government. What’s critical here is that the Chinese government seemingly has significant clout over the behavior and actions of their tech behemoths that at times may be largely unpredictable. The market certainly hates unpredictability and therefore they may have significantly discounted BABA as a result of that. If investors are not able to handle uncertainty with regard to potentially unpredictable regulatory actions and their aftermath, then BABA may not be appropriate for you. However, if you believe that this is just a blip in BABA’s long journey, then you would surely find BABA's valuations extremely attractive right now, coupled with a long term mindset.</p>\n<p><b>Wrapping It All Up</b></p>\n<p>Alibaba has continued to deliver solid results that demonstrated the strong capability of the company to execute well. As the company continues to operate within a market with so many growth drivers that are expected to drive the company’s future growth, investors should find the current valuations highly attractive.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba Stock: The Bottoming Process Looks To Be Forming Already</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 Stock: The Bottoming Process Looks To Be Forming Already\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-18 09:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4435297-alibaba-stock-bottoming-process-forming-buy-now><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nAlibaba is probably the most undervalued growth stock right now.\nThe company’s multiple growth drivers within a rapidly expanding market made its valuations look even more baffling.\nThe short...</p>\n\n<a href=\"https://seekingalpha.com/article/4435297-alibaba-stock-bottoming-process-forming-buy-now\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4435297-alibaba-stock-bottoming-process-forming-buy-now","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175693382","content_text":"Summary\n\nAlibaba is probably the most undervalued growth stock right now.\nThe company’s multiple growth drivers within a rapidly expanding market made its valuations look even more baffling.\nThe short term technical picture may be turning bullish with a potential double bottom price action signal.\nWe discuss the company’s multiple growth drivers and let investors judge for themselves.\n\nYongyuan Dai/iStock Unreleased via Getty Images\nThe Technical Thesis\nSource: TradingView\nAlibaba’s stock price has endured a terrible 8 months ever since its Ant Financial IPO was pulled in early Nov 20, with the stock languishing in the doldrums 34% off its high. When considering the health of its long term uptrend, it’s clear that BABA has a relatively strong uptrend bias and has generally been well supported along its key 50W MA. The only other time in the last 4 years that it lost its key 50W MA support level was during the 2018 bear market where BABA dropped about 40%, but was still well supported above the important 200W MA, which we usually consider as the “last line of defense”. Right now BABA is somewhat facing a similar situation again: down 34%, lost the 50W MA, but looks to be well supported above the 200W MA. In addition to that, one interesting observation in price action analysis may lead price action traders/investors to be especially bullish: a potential double bottom formation. BABA's price is seemingly going through a double bottom like it did during the 2018 bear market before it rallied strongly thereafter. As a result, BABA’s current level may offer a possible technical buy entry point now.\nBABA's Fundamental Thesis: Rapidly Expanding Growth Drivers\nAnnual GMV. Data source: Company filings\nAnnual e-commerce revenue. Data source: Company filings\nBABA’s GMV grew from 1.68T yuan to 7.49T yuan in just a matter of 7 years, which represented a CAGR of 23.8%, a truly amazing growth rate. We also saw its GMV growth being converted into revenue growth as its China commerce revenue grew from 7.67B yuan to 473.68B yuan, at a CAGR of 51% over the last 10 years. While its international footprint remains considerably smaller, it still grew at a CAGR of 30.42% over the last 10 years, which was by no means slow.\nEven though China’s e-commerce market is expected to grow considerably slower at a CAGR of 12.4% over the next three years, from 13.8T yuan, equivalent to $2.16T in 2021 to 19.6T yuan,equivalent to $3.06T by 2024, the massive size of the market still offers tremendous upside potential for BABA and its closest competitors to grow into.\nE-commerce revenue in the U.S. Data source: Statista\nWhen we take things into clearer perspective by comparing China’s growth rate and size of its market to that of the U.S. e-commerce market, we could see the huge differences in their sizes and growth rates as the U.S. e-commerce market is only expected to grow at a CAGR of 4.67% from 2021 to 2025, which is significantly slower than China’s 12.4%. In addition, the U.S. market is also expected to reach about $563B in total revenue, which is 18% of what the China market is expected to be worth by then.\nPeers EBIT Margin and Projected EBIT Margin. Data source: S&P Capital IQ\nEven though Alibaba has been facing increased competitive pressures from its fast growing key competitors: JD.com(NASDAQ:JD)and Pinduoduo(NASDAQ:PDD), BABA has already been operating a much more profitable business (both EBIT and FCF), and is expected to continue delivering strong profitability moving forward, which should give the company tremendous flexibility to compete head on with JD and PDD in its quest to extend its leadership. Investors may observe that BABA’s EBIT margin was affected by the one-off administrative penalty of $2,782M that was reflected in its SG&A, and therefore skewed its EBIT margin to the downside.\nOne important move was the company’s decision to further its investment in the Community Marketplace, which is PDD’s main e-commerce strategy that saw PDD gain a total of 823M AAC in its latest quarter as compared to BABA’s 891M AAC. PDD’s AAC growth is truly phenomenal considering it had only 100M AAC in Q2’C17 as compared to BABA’s 466M AAC in the same period.\nTherefore, the momentum of growth has surely swung over to the Community Marketplace segment and BABA would need to pull out its big guns (which it has) to compete for dominance with PDD and JD.\nMarket size of community group buying in China. Data source: iiMedia Research\nEven though the expected total market size of 102B yuan by 2022 represented only about 21.5% of BABA’s FY 21 China commerce revenue, the expected rapid CAGR of 44.22% over 3 years from 2019 to 2022 cannot be missed by BABA. Although the market is still relatively small, BABA cannot allow the current leader in this market: PDD to so easily dominate and gobble up the early high growth rates at the ignorance of everyone else. Certainly BABA must compete and fight for its place in this segment and strive for early leadership to prevent PDD from extending its lead.\nPDD profitability metrics & revenue growth forecast. Data source: S&P Capital IQ\nWe could observe from the above chart that PDD is expected to continue growing its revenue rapidly over the next few years, even though they are expected to normalize subsequently. More importantly, PDD is also expected to increasingly improve its EBIT and FCF profitability moving forward. This shows that the Community Marketplace segment is an highly important growth driver that BABA must use its strength to exploit in order to deny PDD’s claim to undisputed leadership so early on in the game.\nChina public cloud spending. Source:China Internet Watch; Canalys\nSize of China public cloud market. Data source: CAICT; Sina.com.cn\nBABA has a 40% share in China’s public cloud market, way ahead of its key competitors. However, it’s important to note that despite this leadership, BABA is still in heavy investment mode to continue growing its market share as China’s public cloud market is expected to grow from 26.48B yuan in 2017 to 230.74B yuan by 2023, which would represent a CAGR of 43.4%, an incredibly stellar growth rate. This is especially clear when we compare China’s growth rate to the worldwide growth rate (see below) as public cloud spending worldwide is expected to grow from $145B in 2017 to $397B by 2022, that would represent a CAGR of 22.3%.\nWorldwide public cloud spending. Data source: Gartner\nWorldwide public cloud market share. Source:CnTechPost; Gartner\nTherefore, I don’t find it surprising that Ali Cloud has continued to extend its lead over Alphabet’s(NASDAQ:GOOGL)(NASDAQ:GOOG)GCP with a market share of 9.5% in 2020. While AMZN remains the clear leader in the market, its market share has been coming down considerably as public cloud spending continues to expand, indicating that there is a huge potential for growth for multiple players to exist. With BABA’s leadership in the rapidly expanding Chinese market, I’m increasingly bullish on the future profit and FCF contribution from this segment to BABA’s performance over time. Although BABA’s cloud segment has not been EBIT profitable yet (FY 21 EBIT margin: -15%, FY 20 EBIT margin: -17.5%), it’s also useful to note that GCP has also not been profitable for Alphabet as well (FY 20 EBIT margin: -42.9%, FY 19 EBIT margin: -52%). Therefore, we need to give BABA some time to scale up its cloud services in APAC and in China where it is expected to have stronger leadership to allow it to grow faster and investors should expect this to be a highly profitable segment over time.\nBABA's Valuations Look Highly Compelling\nNTM TEV / EBIT 3Y range.\nEV / Fwd EBIT and EV / Fwd Rev trend. Data source: S&P Capital IQ\nWhen we consider BABA's TEV / EBIT historical range, where the 3Y mean read 33.54x, BABA’s EV / Fwd EBIT trend certainly imply a hugely undervalued stock as BABA is still expected to grow its revenue and operating profits rapidly. However, as we wanted to obtain greater clarity over how its counterparts are also valued, we thought it would be useful if we value BABA’s EBIT over a set of benchmark companies that is presented below.\nPeers EV / EBIT Valuations. Data source: S&P Capital IQ\nBy using a blend of historical and forward EBIT, we could see that BABA’s EV / EBIT really looks undervalued when compared to the median value of the set of observed values from the benchmark companies. We derived a fair value range for BABA of $294.98 at the midpoint of the range, that represented a potential upside of 40.5% based on the current stock price of $210.\nRisks to Assumptions\nNow, it’s obviously baffling to watch how Mr. Market has decided to discount BABA to such an extent as if the company has lost all its key sources of growth, when in fact there is still so much potential upside coming from its commerce segment, the new marketplace initiatives and its growing Ali Cloud segment, among others. The main realistic reason that we identified for the stock's underperformance would simply be regulatory risk. We think investors should acknowledge that this risk is very real and at times huge Chinese companies have found themselves to be subjected to extra scrutiny (which is nothing new in fact) by the Chinese government. What’s critical here is that the Chinese government seemingly has significant clout over the behavior and actions of their tech behemoths that at times may be largely unpredictable. The market certainly hates unpredictability and therefore they may have significantly discounted BABA as a result of that. If investors are not able to handle uncertainty with regard to potentially unpredictable regulatory actions and their aftermath, then BABA may not be appropriate for you. However, if you believe that this is just a blip in BABA’s long journey, then you would surely find BABA's valuations extremely attractive right now, coupled with a long term mindset.\nWrapping It All Up\nAlibaba has continued to deliver solid results that demonstrated the strong capability of the company to execute well. As the company continues to operate within a market with so many growth drivers that are expected to drive the company’s future growth, investors should find the current valuations highly attractive.","news_type":1},"isVote":1,"tweetType":1,"viewCount":355,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":136316620,"gmtCreate":1621994188260,"gmtModify":1704365653163,"author":{"id":"3580330414173534","authorId":"3580330414173534","name":"mootaromama","avatar":"https://static.tigerbbs.com/bb145c21debe1e80b416fb6027863fd5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580330414173534","authorIdStr":"3580330414173534"},"themes":[],"htmlText":"Tiffany under LVHM... Can't wait to see what will happen next season!","listText":"Tiffany under LVHM... Can't wait to see what will happen next season!","text":"Tiffany under LVHM... Can't wait to see what will happen next season!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/136316620","repostId":"2138167010","repostType":4,"isVote":1,"tweetType":1,"viewCount":833,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":107809164,"gmtCreate":1620459159258,"gmtModify":1704344055782,"author":{"id":"3580330414173534","authorId":"3580330414173534","name":"mootaromama","avatar":"https://static.tigerbbs.com/bb145c21debe1e80b416fb6027863fd5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580330414173534","authorIdStr":"3580330414173534"},"themes":[],"htmlText":"Bull Doge to the moon ?","listText":"Bull Doge to the moon ?","text":"Bull Doge to the moon ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/107809164","repostId":"1160802774","repostType":4,"repost":{"id":"1160802774","pubTimestamp":1620442206,"share":"https://ttm.financial/m/news/1160802774?lang=&edition=fundamental","pubTime":"2021-05-08 10:50","market":"other","language":"en","title":"Dogecoin price’s ‘make-or-break’ moment looms with Elon Musk set to host ‘Saturday Night Live’","url":"https://stock-news.laohu8.com/highlight/detail?id=1160802774","media":"Marketwatch","summary":"Nikki Beesetti started investing in crypto back in 2017 and paid off her final semester at Purdue Un","content":"<p>Nikki Beesetti started investing in crypto back in 2017 and paid off her final semester at Purdue University with proceeds from the sale of a single bitcoin that she bought on a whim, which had surged to nearly $20,000.</p><p>Now, the product manager for a startup in New York is dabbling in dogecoin&nbsp;,and sees this weekend as a possible make-or-break moment for the parody coin that has seen a stratospheric, nearly 13,000% rise in 2021.</p><p>“This Saturday is going to be a total make-or-break for dogecoin,” Beesetti told MarketWatch in a phone interview.</p><p>“If he can really get the messaging right, dogecoin can really take off…or it’s going to crash to wherever it’s going to crash to,” she said.</p><p>The 25-year-old investor is one of a number of relatively young traders who are piling into speculative altcoins like dogecoin as the so-called joke asset mints millionaires and draws some concerns about a bubble forming in the nascent crypto complex.</p><p>Musk will host NBC’s late-night live television comedy sketch show, “Saturday Night Live,” this weekend and his coming appearance has already drawn&nbsp;cheers and jeers.</p><p>Musk has been one of the biggest cheerleaders for dogecoin and crypto broadly. The self-appointed “Technoking” of Tesla&nbsp;has been mostly using his massive social media following to pump up the price of doge,&nbsp;tweeting back on April 1&nbsp;that he would use his SpaceX rockets to put a physical Doge coin on the literal moon, echoing the social media goal of taking the coin’s price “to the moon.”</p><p>Beesetti said that she first got involved in dogecoin — she also invests in technology stocks and exchange-traded funds — at the prompting of Musk’s social-media missives from last summer.</p><p>She bought dogecoin when it was trading at 3/10ths of a penny and she kept dollar-cost averaging her position in the digital asset created in 2013 even as it hit around 1 cent last August.</p><p>Musk has become a rallying point for dogecoin holders on sites like Reddit and his coming appearance on “SNL” is a hotly anticipated moment inside and outside crypto markets, which had largely been centered on bitcoin&nbsp;and Ethereum&nbsp;,the two largest cryptos in the world.</p><p>Dogecoin has long held the reputation as a joke currency in the digital-asset realm but it is hard to deny that its surging value has gripped Main Street and Wall Street’s attention — at least momentarily.</p><p>Former “SNL” cast member and comedian David Spade on Thursday tweeted that he wondered if Musk’s appearance on the sketch show would equate to a 90-minute infomercial for doge, adding, perhaps tongue in cheek that he was buying dogecoin.</p><p>Oddsmakers at betting platformSportsBettingDime.com&nbsp;have established a number of prop bets about Musk’s appearance on “Saturday Night Live,” including which if any crypto he mentions first on the show.</p><p>Which cryptocurrency does Musk mention first:</p><p>1. Bitcoin: -200</p><p>2. Dogecoin: +600</p><p>3. FIELD: +450</p><p>4. Does Not Mention Bitcoin: +400</p><p>Beesetti said that she sold about $8,000 worth of dogecoin recently to buy a pair of Gucci shoes, an iPhone and upped her position in Ether thar runs on the Ethereum protocol but has otherwise been a steady holder of doge.</p><p>The investor wouldn’t offer specific figures but said that her holdings currently range from 50,000 to 100,000 dogecoin.</p><p>Perhaps unlike some investors in doge, she is under no illusion that it has utility but submits to the possibility that momentum could build in a parody asset to such an extent that it forges its own legitimacy.</p><p>“Doge doesn’t have intrinsic value,” Beesetti said. “The value becomes real if you and a collective group of people believe in it. And in this case, there are more groups and people than before who believe.”</p><p>That said, reality could hit meme coin holders hard come Sunday morning, at least one analyst said.</p><p>“Post-SNL, some crypto traders could abandon short-term&nbsp;Dogecoin&nbsp;bets once it becomes clear that it is not skyrocketing to the moon or at the heavily eyed $1 level,” wrote Edward Moya, senior market analyst at Oanda, in a research note.</p><p>The analyst also notes that strong conviction of dogecoin investors,known as hodlers in the crypto world, could defy logic and keep prices buoyant.</p><p>“The retail-army of traders that have been committed to Doge might remain stubbornly hodlers, so we shouldn’t be surprised if a sell the event reaction does not happen,” the Oanda strategist said.</p><p>How it all plays out for dogecoin is anyone’s guess.</p><p>“It’s just a meme currency but sometimes the most entertaining outcome becomes the reality,” Beesetti said.</p><p>That meme currency has enjoyed a spectacular ride compared against most other assets. Gold futures&nbsp;are down 3% so far this year, the Dow Jones Industrial Average&nbsp;and the S&amp;P 500 index&nbsp;are up by nearly 13% in 2021, while the Nasdaq Composite Index&nbsp;has gained about over 6% so far this year.</p>","source":"lsy1603348471595","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>Dogecoin price’s ‘make-or-break’ moment looms with Elon Musk set to host ‘Saturday Night Live’</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\">\nDogecoin price’s ‘make-or-break’ moment looms with Elon Musk set to host ‘Saturday Night Live’\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-08 10:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/a-total-make-or-break-for-dogecoin-says-one-crypto-investor-as-elon-musk-prepares-to-host-saturday-night-live-11620413674?mod=associated-press><strong>Marketwatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nikki Beesetti started investing in crypto back in 2017 and paid off her final semester at Purdue University with proceeds from the sale of a single bitcoin that she bought on a whim, which had surged...</p>\n\n<a href=\"https://www.marketwatch.com/story/a-total-make-or-break-for-dogecoin-says-one-crypto-investor-as-elon-musk-prepares-to-host-saturday-night-live-11620413674?mod=associated-press\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.marketwatch.com/story/a-total-make-or-break-for-dogecoin-says-one-crypto-investor-as-elon-musk-prepares-to-host-saturday-night-live-11620413674?mod=associated-press","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160802774","content_text":"Nikki Beesetti started investing in crypto back in 2017 and paid off her final semester at Purdue University with proceeds from the sale of a single bitcoin that she bought on a whim, which had surged to nearly $20,000.Now, the product manager for a startup in New York is dabbling in dogecoin ,and sees this weekend as a possible make-or-break moment for the parody coin that has seen a stratospheric, nearly 13,000% rise in 2021.“This Saturday is going to be a total make-or-break for dogecoin,” Beesetti told MarketWatch in a phone interview.“If he can really get the messaging right, dogecoin can really take off…or it’s going to crash to wherever it’s going to crash to,” she said.The 25-year-old investor is one of a number of relatively young traders who are piling into speculative altcoins like dogecoin as the so-called joke asset mints millionaires and draws some concerns about a bubble forming in the nascent crypto complex.Musk will host NBC’s late-night live television comedy sketch show, “Saturday Night Live,” this weekend and his coming appearance has already drawn cheers and jeers.Musk has been one of the biggest cheerleaders for dogecoin and crypto broadly. The self-appointed “Technoking” of Tesla has been mostly using his massive social media following to pump up the price of doge, tweeting back on April 1 that he would use his SpaceX rockets to put a physical Doge coin on the literal moon, echoing the social media goal of taking the coin’s price “to the moon.”Beesetti said that she first got involved in dogecoin — she also invests in technology stocks and exchange-traded funds — at the prompting of Musk’s social-media missives from last summer.She bought dogecoin when it was trading at 3/10ths of a penny and she kept dollar-cost averaging her position in the digital asset created in 2013 even as it hit around 1 cent last August.Musk has become a rallying point for dogecoin holders on sites like Reddit and his coming appearance on “SNL” is a hotly anticipated moment inside and outside crypto markets, which had largely been centered on bitcoin and Ethereum ,the two largest cryptos in the world.Dogecoin has long held the reputation as a joke currency in the digital-asset realm but it is hard to deny that its surging value has gripped Main Street and Wall Street’s attention — at least momentarily.Former “SNL” cast member and comedian David Spade on Thursday tweeted that he wondered if Musk’s appearance on the sketch show would equate to a 90-minute infomercial for doge, adding, perhaps tongue in cheek that he was buying dogecoin.Oddsmakers at betting platformSportsBettingDime.com have established a number of prop bets about Musk’s appearance on “Saturday Night Live,” including which if any crypto he mentions first on the show.Which cryptocurrency does Musk mention first:1. Bitcoin: -2002. Dogecoin: +6003. FIELD: +4504. Does Not Mention Bitcoin: +400Beesetti said that she sold about $8,000 worth of dogecoin recently to buy a pair of Gucci shoes, an iPhone and upped her position in Ether thar runs on the Ethereum protocol but has otherwise been a steady holder of doge.The investor wouldn’t offer specific figures but said that her holdings currently range from 50,000 to 100,000 dogecoin.Perhaps unlike some investors in doge, she is under no illusion that it has utility but submits to the possibility that momentum could build in a parody asset to such an extent that it forges its own legitimacy.“Doge doesn’t have intrinsic value,” Beesetti said. “The value becomes real if you and a collective group of people believe in it. And in this case, there are more groups and people than before who believe.”That said, reality could hit meme coin holders hard come Sunday morning, at least one analyst said.“Post-SNL, some crypto traders could abandon short-term Dogecoin bets once it becomes clear that it is not skyrocketing to the moon or at the heavily eyed $1 level,” wrote Edward Moya, senior market analyst at Oanda, in a research note.The analyst also notes that strong conviction of dogecoin investors,known as hodlers in the crypto world, could defy logic and keep prices buoyant.“The retail-army of traders that have been committed to Doge might remain stubbornly hodlers, so we shouldn’t be surprised if a sell the event reaction does not happen,” the Oanda strategist said.How it all plays out for dogecoin is anyone’s guess.“It’s just a meme currency but sometimes the most entertaining outcome becomes the reality,” Beesetti said.That meme currency has enjoyed a spectacular ride compared against most other assets. Gold futures are down 3% so far this year, the Dow Jones Industrial Average and the S&P 500 index are up by nearly 13% in 2021, while the Nasdaq Composite Index has gained about over 6% so far this year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":244,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":106979720,"gmtCreate":1620086525360,"gmtModify":1704338337985,"author":{"id":"3580330414173534","authorId":"3580330414173534","name":"mootaromama","avatar":"https://static.tigerbbs.com/bb145c21debe1e80b416fb6027863fd5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580330414173534","authorIdStr":"3580330414173534"},"themes":[],"htmlText":"Let's play the \"Catching&nbsp;up\" game!","listText":"Let's play the \"Catching&nbsp;up\" game!","text":"Let's play the \"Catching up\" game!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/106979720","repostId":"1136174828","repostType":4,"repost":{"id":"1136174828","pubTimestamp":1620030598,"share":"https://ttm.financial/m/news/1136174828?lang=&edition=fundamental","pubTime":"2021-05-03 16:29","market":"us","language":"en","title":"XPeng delivers 5,147 EVs in April 2021","url":"https://stock-news.laohu8.com/highlight/detail?id=1136174828","media":"seekingalpha","summary":"XPeng has delivered a total of 5,147 Smart EVs in April 2021, an increase of 285% Y/Y.March deliveri","content":"<p>XPeng&nbsp;has&nbsp;delivered&nbsp;a total of 5,147 Smart EVs in April 2021, an increase of 285% Y/Y.March deliverieswere 5,102 units.</p><p>The April deliveries consisted of 2,995 P7s and 2,152 G3s. As of April 30, 2021, YTD deliveries reached 18,487 units, representing an increase of 413% Y/Y.</p><p>The Company has expanded its product portfolio and started to deliver the P7 Wing edition and the lithium iron phosphate (LFP) battery-powered G3 in April. Delivery of LFP battery powered P7 will start in May as planned.</p><p>XPeng’s third production vehicle, the LiDAR-equipped P5 sedan, was unveiled in April. The Company plans to launch thesales of P5 in Q3 with deliveries in Q4 2021.</p><p>Also in April, XPEV formed an alliance with Zhongsheng Group toexpand its EV sales and services.</p><p>Last month, the Company inked an agreement with the City of Wuhan to build a new XPeng Motors Wuhan Smart EV Manufacturing Base in Wuhan withexpected annual capacity of 100,000 units.</p><p>XPeng rose more than 1% in premarket trading.</p><p><img src=\"https://static.tigerbbs.com/1a2599c9bc93a33522fcf7a94220f30d\" tg-width=\"633\" tg-height=\"479\"></p><p></p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>XPeng delivers 5,147 EVs in April 2021</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nXPeng delivers 5,147 EVs in April 2021\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-03 16:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3689018-xpeng-delivers-5147-evs-in-april-2021><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>XPeng has delivered a total of 5,147 Smart EVs in April 2021, an increase of 285% Y/Y.March deliverieswere 5,102 units.The April deliveries consisted of 2,995 P7s and 2,152 G3s. As of April 30, 2021, ...</p>\n\n<a href=\"https://seekingalpha.com/news/3689018-xpeng-delivers-5147-evs-in-april-2021\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XPEV":"小鹏汽车"},"source_url":"https://seekingalpha.com/news/3689018-xpeng-delivers-5147-evs-in-april-2021","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1136174828","content_text":"XPeng has delivered a total of 5,147 Smart EVs in April 2021, an increase of 285% Y/Y.March deliverieswere 5,102 units.The April deliveries consisted of 2,995 P7s and 2,152 G3s. As of April 30, 2021, YTD deliveries reached 18,487 units, representing an increase of 413% Y/Y.The Company has expanded its product portfolio and started to deliver the P7 Wing edition and the lithium iron phosphate (LFP) battery-powered G3 in April. Delivery of LFP battery powered P7 will start in May as planned.XPeng’s third production vehicle, the LiDAR-equipped P5 sedan, was unveiled in April. The Company plans to launch thesales of P5 in Q3 with deliveries in Q4 2021.Also in April, XPEV formed an alliance with Zhongsheng Group toexpand its EV sales and services.Last month, the Company inked an agreement with the City of Wuhan to build a new XPeng Motors Wuhan Smart EV Manufacturing Base in Wuhan withexpected annual capacity of 100,000 units.XPeng rose more than 1% in premarket trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":154,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":342061174,"gmtCreate":1618130032798,"gmtModify":1704706872326,"author":{"id":"3580330414173534","authorId":"3580330414173534","name":"mootaromama","avatar":"https://static.tigerbbs.com/bb145c21debe1e80b416fb6027863fd5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580330414173534","authorIdStr":"3580330414173534"},"themes":[],"htmlText":"What's the good EP for this?","listText":"What's the good EP for this?","text":"What's the good EP for this?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/342061174","repostId":"1142324412","repostType":4,"repost":{"id":"1142324412","pubTimestamp":1617982207,"share":"https://ttm.financial/m/news/1142324412?lang=&edition=fundamental","pubTime":"2021-04-09 23:30","market":"us","language":"en","title":"XPeng Inc.: A Reawakening","url":"https://stock-news.laohu8.com/highlight/detail?id=1142324412","media":"seekingalpha","summary":"Valuation is middling but not overvalued like in the past.Recent announcement of capacity expansion in Wuhan lends better operational and sales visibility.Company could breakeven and finally reach positive profits soon; major improvements seen in operating margins.Feared chip shortage  was not a disaster, deliveries are still strong.Government support, China's creation of an EV ecosystem.XPEV's strong deliveries describe not only excellent support from the private sector, but also the Chinese go","content":"<p><b>Summary</b></p>\n<ul>\n <li>Valuation is middling but not overvalued like in the past.</li>\n <li>Recent announcement of capacity expansion in Wuhan lends better operational and sales visibility.</li>\n <li>Company could breakeven and finally reach positive profits soon; major improvements seen in operating margins.</li>\n <li>Feared chip shortage (i.e. supply disruption) was not a disaster, deliveries are still strong.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4e0f3343d69719839f9b8f1d337c3984\" tg-width=\"1536\" tg-height=\"1024\"><span>Photo by Robert Way/iStock Editorial via Getty Images</span></p>\n<p><b>Introduction</b></p>\n<p>The stock price of&nbsp;XPEV&nbsp;has been converging with the performance of the S&amp;P 500 since March 2021, as compared to its massive outperformance in 4Q2020. This could be view positively or negatively. On the bright side, this suggests that price performance would become more predictable with lower volatility, indicative of a broadening consensus on the fundamental prospects of the company. On the other hand, traders may be disappointed its lack of momentum. Therefore, this is probably a good time to stop viewing XPEV as purely a trade, but re-analyze its merits as a fundamentally-driven investment.</p>\n<p><i>The frenetic performance of XPEV has calmed down in recent weeks, allowing its one year performance to track the S&amp;P 500 more closely</i></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9f04001d604ecc7892ef3a76c498578b\" tg-width=\"640\" tg-height=\"236\"><span>Source: SeekingAlpha</span></p>\n<p><i>XPEV's G3 Super Long Range Smart SUV</i></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/68446a741f9f97afc10f2149c4e13e13\" tg-width=\"640\" tg-height=\"388\"><span>Source: XPeng Motors (G3、P7) Intelligent electric car with Internet DNA</span></p>\n<p><b>Industry and commercial positives</b></p>\n<p>Optimism on EVs and&nbsp;strong industry growth&nbsp;rates are common knowledge by now. The following points suggest specific positives for XPEV that remain intact despite relatively ebbing momentum on the stock's price (as compared to 4Q2020):</p>\n<ol>\n <li><b>Deliveries met despite fears on chip shortage.</b>While the stock's price momentum appears to have ebbed, recent news continues to remain positive. At an industry level, Chinese vehicle manufacturers XPEV andNIOmanaged to manufacture the expected numbers of vehicle deliveries, despite much feared chip shortages.XPEV chalked&nbsp;in record quarterly deliveries of 13,340 EVs in Q1 2021, +487% over the year and +130% over the month in March.NIO delivered&nbsp;20,060 +423% over the year while Q1 deliveries rose 15.6% to 20,060. The challenge these EV manufacturers face now is not so much the ability to deliver on its numbers, but on being able to meet high expectations for the stock price to gain further traction.</li>\n <li><b>Government support, China's creation of an EV ecosystem.</b>XPEV's strong deliveries describe not only excellent support from the private sector, but also the Chinese government's push to develop this part of its industry. XPEV has entered into an agreement with the city of Wuhan to build a factory with a capacity of 100,000 EV units. This is a very significant piece of news, considering its deliveries of just 5,102 in March 2021. Annualizing this number, the new capacity will be more than the whole of XPEV's total historical annual production. This news is interesting and significant since it was just released this week, suggesting it may have yet to be factored into analysts' forecast numbers. This is made more important as XPEV has always been considered a laggard in production capabilities to its larger cousin NIO. General Chinese government support for the EV ecosystem is strong, and the new facility in Wuhan echoes earlier provincial government financial support ($77m) in Guangdong. The reality is, for EVs to gain traction, government willingness to support infrastructure initiatives are highly important (e.g. permits for charging stations, creating incentives to convert from old polluting vehicles to green vehicles, etc.). With China's tradition of central planning, the EV ecosystem is placed on the right footing.</li>\n <li><b>Listing in Hong Kong adds to investor base and liquidity.</b>Going forward,XPEV,NIO, and&nbsp;LI&nbsp;intend tolistin Hong Kong this year. This is a strategic move, and makes the valuation of these companies less susceptible by US political bashing (e.g. the threat of being de-listed) should it occur, since it reflects a wider geographical base. The valuations of these companies may even get a boost given greater global liquidity due to added trading in the Asian time zone.</li>\n</ol>\n<p>Of note, in late March, XPEV held an&nbsp;autonomous driving expedition&nbsp;covering eight cities in China and 3,675 kilometers. The exercise was successful, as minimal human intervention was needed during the expedition and adds another brownie point to XPEV's research and development efforts, placing XPEV on the&nbsp;competitive landscape&nbsp;against rivals such as TSLA and NIO on autonomous driving. Apparently, XPEV's autonomous driving results&nbsp;performed better&nbsp;than TSLA's with fewer human interventions per 100km and better navigation in complex situations.</p>\n<p><b>XPEV's improving financials</b></p>\n<p>Now that we have several quarters of financial data on XPEV, it is worth reviewing how its metrics have been performing. Firstly, market expectations aside, deliveries have been very good as abovementioned, and this is flowing through to revenue numbers. As shown in the below table, growth has been very strong, and revenues are expected to more than double in 2021 and continue to double in 2022. Such growth rates place XPEV at the top end of manufacturing firms, as expected of the fast-growing EV market.</p>\n<p>Another point to note is the improvement in operating margins. As with any \"new tech\" company, initial investments would cause hugely negative operating margins in the beginning. What's important is the company's ability to improve margins and reduce costs over time. In this respect, XPEV has done a good job, with operating margins improving sequentially each quarter. Of note, operating margins started to see major improvements between the Jun-2020 (-142%) and Dec-2020 (-39%) quarters as shown in the table below. Given this trend, the company is likely to breakeven and register positive profits soon, which could be a catalytic re-rating for XPEV. When we pair this analysis with the stock price, it appears that XPEV's recently soft stock price performance is not justified.</p>\n<p>Meanwhile, the balance sheet is expected to remain strong. Equity to total liabilities &amp; equity is 23% as at Dec-2020. As abovementioned, further capital raises with a forthcoming Hong Kong listing will add to XPEV's cash buffer.</p>\n<p><i>XPEV's performance improvement in both revenue and operating margin trends appear to have been ignored by the market due to recent the broad market capitulation</i></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f8258dce0cc10e8118a23afce7655bed\" tg-width=\"726\" tg-height=\"737\"><span>*EST = estimate by analysts' consensus from SeekingAlpha</span></p>\n<p><b>XPEV's valuation: somewhere in the middle</b></p>\n<p>XPEV's stock price has done well over the last 6 months versus peers. On a TTM P/S, XPEV is near the middle although its FWD P/S is trading at a premium. However, there could be a general re-rating of the P/S of the sector if the Chinese EV manufacturers reach breakeven in 2021 and record positive profits (our base case belief, given the prevailing trend in XPEV's improving operating margins). This will then allow better price discovery when the companies can then be valued on their P/E ratios.</p>\n<img src=\"https://static.tigerbbs.com/fa975ce545e950a20f809bcc7f698ef6\" tg-width=\"911\" tg-height=\"594\">\n<table>\n <tbody>\n  <tr></tr>\n </tbody>\n</table>\n<p><b>Conclusion and Risks</b></p>\n<p>XPEV's stock price may benefit from two key catalysts: (1) expansion of manufacturing facility in Wuhan, which will concretely raise visibility of revenue growth which is expected to double; (2) a valuation regime change as it progresses from a loss making company to a profitable one, expected by this year. Furthermore, it is worth noting that the valuation is not lofty as compared to price levels in 4Q2020, having fallen over the last couple of months.</p>\n<p>Competition may exist and remain intense, but given the large size of China's market and that there are only a couple of notable players (i.e. NIO, LI), the market remains largely an oligopoly which allows XPEV to retain pricing power.</p>\n<p>Much feared risks of execution in the past appear to have materialized but not in a big way, i.e. the previously expected chip shortage. Given the progression to a post-COVID economy, supply chain links should improve and reduce similar risks in the future.</p>\n<p>On a standalone basis, XPEV's prospects appear bright, and now the key hurdle is whether the NASDAQ will find momentum and exceed previous highs. The base case for this should lean towards the positive as the market is merely in the first year of the economic recovery after the pandemic. Recent price consolidation appears to have created a technical setup for a reawakening of price momentum as consumer activity revives post-pandemic.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>XPeng Inc.: A Reawakening</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nXPeng Inc.: A Reawakening\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-09 23:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4418326-xpeng-inc-reawakening><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nValuation is middling but not overvalued like in the past.\nRecent announcement of capacity expansion in Wuhan lends better operational and sales visibility.\nCompany could breakeven and ...</p>\n\n<a href=\"https://seekingalpha.com/article/4418326-xpeng-inc-reawakening\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XPEV":"小鹏汽车"},"source_url":"https://seekingalpha.com/article/4418326-xpeng-inc-reawakening","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1142324412","content_text":"Summary\n\nValuation is middling but not overvalued like in the past.\nRecent announcement of capacity expansion in Wuhan lends better operational and sales visibility.\nCompany could breakeven and finally reach positive profits soon; major improvements seen in operating margins.\nFeared chip shortage (i.e. supply disruption) was not a disaster, deliveries are still strong.\n\nPhoto by Robert Way/iStock Editorial via Getty Images\nIntroduction\nThe stock price of XPEV has been converging with the performance of the S&P 500 since March 2021, as compared to its massive outperformance in 4Q2020. This could be view positively or negatively. On the bright side, this suggests that price performance would become more predictable with lower volatility, indicative of a broadening consensus on the fundamental prospects of the company. On the other hand, traders may be disappointed its lack of momentum. Therefore, this is probably a good time to stop viewing XPEV as purely a trade, but re-analyze its merits as a fundamentally-driven investment.\nThe frenetic performance of XPEV has calmed down in recent weeks, allowing its one year performance to track the S&P 500 more closely\nSource: SeekingAlpha\nXPEV's G3 Super Long Range Smart SUV\nSource: XPeng Motors (G3、P7) Intelligent electric car with Internet DNA\nIndustry and commercial positives\nOptimism on EVs and strong industry growth rates are common knowledge by now. The following points suggest specific positives for XPEV that remain intact despite relatively ebbing momentum on the stock's price (as compared to 4Q2020):\n\nDeliveries met despite fears on chip shortage.While the stock's price momentum appears to have ebbed, recent news continues to remain positive. At an industry level, Chinese vehicle manufacturers XPEV andNIOmanaged to manufacture the expected numbers of vehicle deliveries, despite much feared chip shortages.XPEV chalked in record quarterly deliveries of 13,340 EVs in Q1 2021, +487% over the year and +130% over the month in March.NIO delivered 20,060 +423% over the year while Q1 deliveries rose 15.6% to 20,060. The challenge these EV manufacturers face now is not so much the ability to deliver on its numbers, but on being able to meet high expectations for the stock price to gain further traction.\nGovernment support, China's creation of an EV ecosystem.XPEV's strong deliveries describe not only excellent support from the private sector, but also the Chinese government's push to develop this part of its industry. XPEV has entered into an agreement with the city of Wuhan to build a factory with a capacity of 100,000 EV units. This is a very significant piece of news, considering its deliveries of just 5,102 in March 2021. Annualizing this number, the new capacity will be more than the whole of XPEV's total historical annual production. This news is interesting and significant since it was just released this week, suggesting it may have yet to be factored into analysts' forecast numbers. This is made more important as XPEV has always been considered a laggard in production capabilities to its larger cousin NIO. General Chinese government support for the EV ecosystem is strong, and the new facility in Wuhan echoes earlier provincial government financial support ($77m) in Guangdong. The reality is, for EVs to gain traction, government willingness to support infrastructure initiatives are highly important (e.g. permits for charging stations, creating incentives to convert from old polluting vehicles to green vehicles, etc.). With China's tradition of central planning, the EV ecosystem is placed on the right footing.\nListing in Hong Kong adds to investor base and liquidity.Going forward,XPEV,NIO, and LI intend tolistin Hong Kong this year. This is a strategic move, and makes the valuation of these companies less susceptible by US political bashing (e.g. the threat of being de-listed) should it occur, since it reflects a wider geographical base. The valuations of these companies may even get a boost given greater global liquidity due to added trading in the Asian time zone.\n\nOf note, in late March, XPEV held an autonomous driving expedition covering eight cities in China and 3,675 kilometers. The exercise was successful, as minimal human intervention was needed during the expedition and adds another brownie point to XPEV's research and development efforts, placing XPEV on the competitive landscape against rivals such as TSLA and NIO on autonomous driving. Apparently, XPEV's autonomous driving results performed better than TSLA's with fewer human interventions per 100km and better navigation in complex situations.\nXPEV's improving financials\nNow that we have several quarters of financial data on XPEV, it is worth reviewing how its metrics have been performing. Firstly, market expectations aside, deliveries have been very good as abovementioned, and this is flowing through to revenue numbers. As shown in the below table, growth has been very strong, and revenues are expected to more than double in 2021 and continue to double in 2022. Such growth rates place XPEV at the top end of manufacturing firms, as expected of the fast-growing EV market.\nAnother point to note is the improvement in operating margins. As with any \"new tech\" company, initial investments would cause hugely negative operating margins in the beginning. What's important is the company's ability to improve margins and reduce costs over time. In this respect, XPEV has done a good job, with operating margins improving sequentially each quarter. Of note, operating margins started to see major improvements between the Jun-2020 (-142%) and Dec-2020 (-39%) quarters as shown in the table below. Given this trend, the company is likely to breakeven and register positive profits soon, which could be a catalytic re-rating for XPEV. When we pair this analysis with the stock price, it appears that XPEV's recently soft stock price performance is not justified.\nMeanwhile, the balance sheet is expected to remain strong. Equity to total liabilities & equity is 23% as at Dec-2020. As abovementioned, further capital raises with a forthcoming Hong Kong listing will add to XPEV's cash buffer.\nXPEV's performance improvement in both revenue and operating margin trends appear to have been ignored by the market due to recent the broad market capitulation\n*EST = estimate by analysts' consensus from SeekingAlpha\nXPEV's valuation: somewhere in the middle\nXPEV's stock price has done well over the last 6 months versus peers. On a TTM P/S, XPEV is near the middle although its FWD P/S is trading at a premium. However, there could be a general re-rating of the P/S of the sector if the Chinese EV manufacturers reach breakeven in 2021 and record positive profits (our base case belief, given the prevailing trend in XPEV's improving operating margins). This will then allow better price discovery when the companies can then be valued on their P/E ratios.\n\n\n\n\n\n\nConclusion and Risks\nXPEV's stock price may benefit from two key catalysts: (1) expansion of manufacturing facility in Wuhan, which will concretely raise visibility of revenue growth which is expected to double; (2) a valuation regime change as it progresses from a loss making company to a profitable one, expected by this year. Furthermore, it is worth noting that the valuation is not lofty as compared to price levels in 4Q2020, having fallen over the last couple of months.\nCompetition may exist and remain intense, but given the large size of China's market and that there are only a couple of notable players (i.e. NIO, LI), the market remains largely an oligopoly which allows XPEV to retain pricing power.\nMuch feared risks of execution in the past appear to have materialized but not in a big way, i.e. the previously expected chip shortage. Given the progression to a post-COVID economy, supply chain links should improve and reduce similar risks in the future.\nOn a standalone basis, XPEV's prospects appear bright, and now the key hurdle is whether the NASDAQ will find momentum and exceed previous highs. The base case for this should lean towards the positive as the market is merely in the first year of the economic recovery after the pandemic. Recent price consolidation appears to have created a technical setup for a reawakening of price momentum as consumer activity revives post-pandemic.","news_type":1},"isVote":1,"tweetType":1,"viewCount":4,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":117029396,"gmtCreate":1623110799615,"gmtModify":1704196156715,"author":{"id":"3580330414173534","authorId":"3580330414173534","name":"mootaromama","avatar":"https://static.tigerbbs.com/bb145c21debe1e80b416fb6027863fd5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580330414173534","authorIdStr":"3580330414173534"},"themes":[],"htmlText":"Meme to the ?","listText":"Meme to the ?","text":"Meme to the ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/117029396","repostId":"1134507398","repostType":4,"isVote":1,"tweetType":1,"viewCount":292,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":103789644,"gmtCreate":1619823835188,"gmtModify":1704335292239,"author":{"id":"3580330414173534","authorId":"3580330414173534","name":"mootaromama","avatar":"https://static.tigerbbs.com/bb145c21debe1e80b416fb6027863fd5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580330414173534","authorIdStr":"3580330414173534"},"themes":[],"htmlText":"Big Techs are getting the whip...","listText":"Big Techs are getting the whip...","text":"Big Techs are getting the whip...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/103789644","repostId":"1142063705","repostType":4,"repost":{"id":"1142063705","pubTimestamp":1619796118,"share":"https://ttm.financial/m/news/1142063705?lang=&edition=fundamental","pubTime":"2021-04-30 23:21","market":"us","language":"en","title":"Europe's antitrust crackdown on Apple hints at what's coming for the company in the U.S.","url":"https://stock-news.laohu8.com/highlight/detail?id=1142063705","media":"CNBC","summary":"For a long time, the European Commission seemed to stand apart from the U.S. in cracking down on tech giants with antitrust fines againstGoogleand privacy rules like the General Data Protection Regulation.“The Commission’s argument onSpotify’sbehalf is the opposite of fair competition,” Apple said in a statement following Vestager’s announcement, referring to the music streaming company that raised the competition complaint. Apple said Spotify wants “all the benefits of the App Store but don’t t","content":"<div>\n<p>For a long time, the European Commission seemed to stand apart from the U.S. in cracking down on tech giants with antitrust fines againstGoogleand privacy rules like the General Data Protection ...</p>\n\n<a href=\"https://www.cnbc.com/2021/04/30/eu-leads-tech-crackdown-but-the-us-isnt-far-behind.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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>Europe's antitrust crackdown on Apple hints at what's coming for the company in the U.S.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nEurope's antitrust crackdown on Apple hints at what's coming for the company in the U.S.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-30 23:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/04/30/eu-leads-tech-crackdown-but-the-us-isnt-far-behind.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>For a long time, the European Commission seemed to stand apart from the U.S. in cracking down on tech giants with antitrust fines againstGoogleand privacy rules like the General Data Protection ...</p>\n\n<a href=\"https://www.cnbc.com/2021/04/30/eu-leads-tech-crackdown-but-the-us-isnt-far-behind.html\">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://www.cnbc.com/2021/04/30/eu-leads-tech-crackdown-but-the-us-isnt-far-behind.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1142063705","content_text":"For a long time, the European Commission seemed to stand apart from the U.S. in cracking down on tech giants with antitrust fines againstGoogleand privacy rules like the General Data Protection Regulation.\nBut when the EU competition policy chief Margrethe Vestagerannounced Friday a preliminary findingthatApplehas abused its dominant power in the distribution of streaming music apps, the U.S. finally seems poised to move in a similar direction.\n“The Commission’s argument onSpotify’sbehalf is the opposite of fair competition,” Apple said in a statement following Vestager’s announcement, referring to the music streaming company that raised the competition complaint. Apple said Spotify wants “all the benefits of the App Store but don’t think they should have to pay anything for that,” by choosing to object to its 15-30% commission on in-app payments for streaming apps.\nApple isn’t currently facing any antitrust charges from government officials in the U.S. and such a lawsuit may never materialize, though the Department of Justice wasreportedly granted oversight of the company’s competitive practices in 2019. But even if the government declines to press charges, recent actions in Congress, state legislatures and in private lawsuits demonstrate a significant shift in the American public’s sentiment toward Apple and the tech industry at large.\nWhen the commissionslapped its first record competition fineagainstGooglein 2017, it wasn’t yet clear that the U.S. might be ready to move on from its once-cozy relationship with its booming tech industry. But in 2018, on the heels of the revelations of howFacebookuser data was used by analytics company Cambridge Analytica during the 2016 election, and increasing questions about how tech platforms can impact American democracy, that seemed to change.\nNow, as Europe continues to move forward with its probe into Apple, the U.S. no longer seems to be so far behind.\nHere’s where Apple stands to face risk of antitrust action or regulation in the U.S.:\nDOJ\nThe DOJ has already moved forward with a massive lawsuit against Google, so it could take some time if it decides to ramp up a probe into Apple. Though the DOJ’s Antitrust Division took on oversight authority of Apple in a 2019 agreement with the FTC, according to aWall Street Journal report, the Google investigation has seemed to take priority.\nStill, then-Attorney General Bill Barr announced later that year that the DOJ wouldconduct a broad antitrust review of Big Tech companies.\nAny action from the DOJ or state enforcers would take the form of a settlement or lawsuit, which would put Apple’s fate in the hands of the courts.\nPrivate lawsuits\nApple’s most immediate challenge in the U.S. has come from private companies bringing antitrust charges against its business in court.\nThe most notable of these lawsuits isfrom Fortnite-maker Epic Games, which is set to begin its trial on Monday. Epic filed its lawsuit with a PR blitz afterchallenging Apple’s in-app payment feeby advertising in its app an alternative, cheaper way to buy character outfits from Epic directly, violating Apple’s rules. That prompted Apple to remove Fortnite from its App Store. Epic filed the suit shortly after and Applefiled counterclaimsagainst Epic for allegedly breaching its contract.\n“Although Epic portrays itself as a modern corporate Robin Hood, in reality it is a multi-billion dollar enterprise that simply wants to pay nothing for the tremendous value it derives from the App Store,” Apple said in a filing with the District Court for the Northern District of California in September.\nCongress\nJust last week,several app-makers testified before the Senate Judiciary subcommittee on antitrust about the alleged anti-competitive harms they’ve facedfrom restrictions on both Apple and Google’s app stores.\nRepresentatives from Apple and Google told lawmakers they simply charge for the technology and the work they put into running the app stores, which have significantly lowered distribution costs for app developers over the years.\nBut witnesses from Tinder-ownerMatch Group, item-tracking device-maker Tile and Spotify painted a different picture.\n“We’re all afraid,” Match Group chief legal officer Jared Sine testified of the platforms’ broad power over their businesses.\nThe witnesses discussed the seemingly arbitrary nature by which Apple allegedly enforces its App Store rules. Spotify’s legal chief claimed Apple has threatened retaliation on numerous occasions and Tile’s top lawyer said Apple denied access to a key feature that wouldimprove their object-tracking product, before utilizing it for Apple’s own rival gadget,called AirTag.\nTile said that while Apple now makes the feature available for third-party developers to incorporate, accessing it would mean handing over a significant amount of data and control to Apple. Apple’s representative said its product is different from Tile’s and opening the feature in question will encourage further competition in the space.\nSenators at the hearing seemed receptive to the app developers’ complaints, which build on earlier claims made before House lawmakers. The House Judiciary subcommittee on antitrust found in a more than year-long probe thatAmazon, Apple, Facebook and Googleall hold monopoly power, and lawmakers are currently crafting bills to enable stronger antitrust enforcement of digital markets.\nState Legislatures\nSeveral state legislatures have beenconsidering bills that would require platforms like Apple and Google to allow app-makers to use their own payment processing systems. While the bills have so far hadvarying degrees of successin the early stages of lawmaking, passage in one state could raise a host of questions about how it should be enforced given the ambiguous nature of digital borders.\nThe bills have been supported by the Coalition for App Fairness, a group of companies that have complained about app store fees, including Epic Games, Match Group and Spotify.\nApple has often argued that it maintains features like payments within its own ecosystem in order to protect consumers and secure their data, though app developers and lawmakers have expressed skepticism about that reasoning.","news_type":1},"isVote":1,"tweetType":1,"viewCount":42,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}