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Mikaelocw

Mikaelocw

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2021-08-24

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Palantir Is an Enigma. The Opportunity in Its Stock Is Far More Clear.

2021-06-15

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AMC jumped more than 15%, other 'meme stocks' mixed

2021-09-11

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Cathie Wood’s Ark Invest Sells $110 Million In Tesla Stock As Insiders Also Dump Shares

2021-07-10

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US IPO Week Ahead: Real estate, post-pandemic plays and more in an 9 IPO week

2021-07-27

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Tesla sales surge 98%; company boosts margins on its less-costly electric cars

2022-03-15

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Palantir Stock: Wall Street Says Federal Cyber Can Be Short-Term Catalyst

2021-08-14

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Facebook, Amazon seek U.S. approval to operate undersea data cable

2021-08-10

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Coinbase's Head Of Capital Markets Resigns After Crypto Exchange Reportedly Shifts Focus

2021-07-10

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Taiwan Semiconductor Vs. United Microelectronics Stock: Which Is The Better Buy?

2021-08-07

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2021-07-14

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Broadcom No Longer in Talks to Buy SAS Institute, Sources Say

2021-08-16

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Apple shares reached record high at $150.59 in early trading

2021-07-29

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Facebook's slowdown warning hangs over strong ad sales, while Zuckerberg talks 'metaverse'

2021-07-27

$Baozun(BZUN)$ should I average? Where is the support in this view?

2022-04-28

$Teladoc Health Inc.(TDOC)$ advise average or sell?

2021-07-31

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Nio, XPeng, Li Shares Rise, as China EV Stocks Rebound

2021-07-31

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Nvidia shares dived 3.2% in premarket trading

2021-07-10

Above statement no more merging? #huya #douyu

China has prohibited the merger of HuYa and DouYu

Go to Tiger App to see more news

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Great","listText":"Woo. Great","text":"Woo. Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9933091027","isVote":1,"tweetType":1,"viewCount":32,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9996464648,"gmtCreate":1661211633087,"gmtModify":1676536473459,"author":{"id":"3581223392197361","authorId":"3581223392197361","name":"Mikaelocw","avatar":"https://static.tigerbbs.com/b3e8a5faf492b06ffc4615e2014a0a51","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9996464648","repostId":"1137992204","repostType":2,"repost":{"id":"1137992204","pubTimestamp":1661140750,"share":"https://www.laohu8.com/m/news/1137992204?lang=&edition=full","pubTime":"2022-08-22 11:59","market":"us","language":"en","title":"Alibaba: Fortunes Will Be Made","url":"https://stock-news.laohu8.com/highlight/detail?id=1137992204","media":"Seeking Alpha","summary":"SummaryAlibaba is the ecommerce market leader in China and is investing strongly into new markets an","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Alibaba is the ecommerce market leader in China and is investing strongly into new markets and territories.</li><li>With Alibaba’s operating businesses currently trading at around 9 times at a time when margins are depressed, 30%+ annual compound returns over the next decade are possible.</li><li>The decision to invest or not ultimately depends on where investors land on the perceived risks of investing in China.</li><li>Whilst there are realistic risks, we think they are overblown and that long-term investors will do well by remaining rationally optimistic.</li><li>At the current price, we rate the stock as a “Buy.” Should the current risks reduce or be resolved, we would consider it a “Strong Buy” at the current level.</li></ul><p><b>Our view</b></p><p>Alibaba Group Holding Limited (NYSE:BABA,BABAF) is one of the most controversial companies when it comes to investor opinion. Many believe it is a great business at a bargain price, whilst others believe the risks mean it is untouchable, even at a significant discount.</p><p>Putting the risks aside for a moment, there is a lot to love about Alibaba:</p><ul><li>the world&#39;s largest global e-commerce platform, bigger than Amazon (AMZN) and JD.com (JD) combined based on GMV;</li><li>a Cloud computing business in China which is a leader in a market which is expected to grow rapidly in the coming years;</li><li>a dominant position in China and an increasing presence across Southeast Asia meaning it is well placed to benefit from economic progress in the region; and</li><li>strong free cash flow and a solid balance sheet providing ample resources to continue to make strategic acquisitions and/or returns to shareholders.</li></ul><p>Alibaba&#39;s operating businesses currently trade at a multiple of around 9x owner earnings. And this is at a time when the company is in an investment phase, meaning margins are depressed and the true underlying earnings potential is underrepresented. Modest earnings growth combined with recovery in the valuation multiple could provide investors 30%+ annual returns over the next decade.</p><p>Based on these metrics, it is difficult to disagree that the current price represents an attractive valuation. However, the investment decision ultimately relies on the conclusion investors reach on the likelihood and impact of the various potential risks materializing.</p><p>When it comes to risks generally, investors can be guilty of ignoring them completely or assuming the worst-case scenario. In the case of Alibaba, we think the latter is true. Whilst there will inevitably be ongoing friction as the US learns to live in a world with a rising China, our view is that the world will ultimately continue to make progress and prosper over the long-term. We believe investors would do well by remaining rationally optimistic.</p><p>Even if we put our optimistic worldview aside, we feel that some of the risks are overblown. Only 10% of the company&#39;s external revenue is generated through the regulated businesses held within the VIE structures, and this will only reduce as the company continues to diversify and expand internationally.</p><p>As for the potential de-listing from the NYSE, we would hope that agreement can be reached to avert this eventually. However, in absence of cooperation on that issue, the company is pursuing a dual primary listing in Hong Kong which will provide investors with an alternative market in an internationally recognized financial center.</p><p>Overall, we feel that the strength of its businesses combined with the significantly discounted valuation compensate for the actual severity and likelihood of the risks materializing. We think it is a clear &#34;Buy&#34; at the current valuation. Should these risks reduce or a long-term resolution be reached, we see reason to upgrade our rating to &#34;Strong Buy.&#34;</p><p>With that being said, each investor must consider this in the context of their own investment objectives, risk tolerance and psychological resilience. Bargains are never found in times of comfort and stability. As value investors with a long-term horizon and a deeply contrarian nature, we believe will be handsomely rewarded for the long and potentially rocky journey ahead.</p><p><b>An overview of Alibaba</b></p><p><i>Note from author: This section provides a description of the major services and businesses which are within the Alibaba ecosystem. For those who are already familiar with the operations of Alibaba, we suggest that you skip to the following section.</i></p><p>Alibaba is an e-commerce giant which serves 1.31 billion annual active consumers across the many platforms and businesses in the Alibaba Ecosystem. Total Gross Merchandise Value (&#34;GMV&#34;) transacted in the Alibaba Ecosystem in FY22 was RMB 8.3 trillion ($1.3 trillion), making it the largest retail commerce business in the world, according to Analysys.</p><p>Alibaba reports its business across a number of segments: China commerce, International commerce; Local consumer services; Cainiao; Cloud; Digital media and entertainment; and Innovation initiatives and others. We provide an overview of each below.</p><p>China Commerce<img src=\"https://static.tigerbbs.com/aa56696fb04eb3546dc824af059ae17a\" tg-width=\"559\" tg-height=\"511\" referrerpolicy=\"no-referrer\"/></p><p>Alibaba Annual Report FY22</p><p>Alibaba&#39;s China Commerce segment is primarily Taobao and Tmall. Together, these constitute the world&#39;s largest digital retail business in terms of GMV for the twelve months ended 31 March 2022, according to Analysys.</p><p>Taobao</p><p>Taobao is the company&#39;s main commerce platform and is both the starting point and destination portal for many users&#39; shopping journey. It allows individuals and small businesses to create online storefronts and product listings for free. Alibaba generates revenue through add-ons sold to sellers, such as analytics and marketing. As well as being a shopping platform itself, it acts as a funnel for other platforms in the Alibaba ecosystem.</p><p>Tmall</p><p>Tmall is the partner of choice for both domestic and International brands. The platform is essentially a virtual mall, allowing brands and retailers to operate their own unique storefronts. The platform has a wide range of brands, with 320,000 brands and merchants on Tmall, including over 80% of the consumer brands ranked in the Forbes Top 100 World&#39;s Most Valuable Brands for 2021. It is the largest third-party online and mobile commerce platform for brands and retailers in the world in terms of GMV, according to Analysys. The platform differs from Taobao in that it charges retailers and merchants fees for setting up stores and a share of ongoing GMV, in addition to offering value-add services.</p><p>Other</p><p>There are a host of other platforms and businesses which cater to various markets. These include</p><ul><li>Taobao Deals - like Taoboao, but with a focus on value-for-money products;</li><li>Taocaicai - a community marketplace that offers consumers next-day pick-up services for a wide range of groceries and fresh goods at neighborhood pick-up points;</li><li>Tmall Supermarket - offers daily necessities, FMCG and general merchandise through Taobao app with same-or-next-day delivery services;</li><li>Freshippo - a retail chain for groceries and fresh goods with over 200 stores offering 30-minute delivery to customers living within a three kilometer radius of the store; and</li><li>Sun Art - an online and physical hypermarket.</li></ul><p>Alimama</p><p>The company monetizes its broad user base and insights into customer behaviors through its Alimama platform. Alimama offers paid marketing services to merchants, retailers and promoters allowing them to advertise across its many platforms. This marketing is not confined to the Alibaba ecosystem, with affiliate programs allowing its users to directly market to consumers on other platforms outside of Alibaba&#39;s.</p><p>In addition to ads within the Alibaba ecosystem, the company offers wider distribution through the Taobao Ad Network and Exchange (&#34;TANX&#34;), one of the largest real-time online bidding marketing exchanges in China. TANX helps publishers to monetize their media inventories both on mobile apps and web properties, automating the buying and selling of tens of billions of marketing impressions on a daily basis.</p><p>1688.com</p><p>Alibaba&#39;s domestic wholesale business, 1688.com, is China&#39;s largest integrated domestic wholesale marketplace in 2021 by net revenue, according to Analysys. Wholesalers pay a fixed annual subscription to sell with no additional fees, but can pay for additional premium features such as data analytics and marketing etc. These additional services account for the vast majority of income from wholesaling.</p><p>International Commerce<img src=\"https://static.tigerbbs.com/47677213623961a5cdaf220a0b03d11d\" tg-width=\"555\" tg-height=\"365\" referrerpolicy=\"no-referrer\"/></p><p>Alibaba Annual Report FY22</p><p>Lazada</p><p>Lazada is a leading and fast-growing e-commerce platform in Southeast Asia and serves one of the largest user bases among the global e-commerce platforms. It caters to merchants of all sizes, from individuals to regional and global brands. Lazada also operates one of the leading e-commerce logistics networks in Southeast Asia, with the vast majority of Lazada&#39;s parcels going through its own facilities or first- and last-mile fleet.</p><p>AliExpress</p><p>AliExpress enables global consumers to buy directly from manufacturers and distributors in China and around the world. It is available in 18 languages and services consumers across many countries including the US and Europe.</p><p>Trendyol</p><p>Trendyol is a leading e-commerce platform in Turkey in terms of both GMV and order volume in 2021. It offers a large selection of products through e-commerce business as well as instant delivery services for food and groceries, as well as having its own fulfillment and logistics networks.</p><p>Alibaba.com</p><p>Alibaba.com is China&#39;s largest integrated international online wholesale marketplace in 2021 by revenue, according to Analysys, serving over 40 million buyers from over 190 countries in FY22. Like its domestic wholesaling counterpart, Alibaba generates the majority of the revenue through this platform for the additional value-add services it offers to merchants.</p><p>Local Consumer Services<img src=\"https://static.tigerbbs.com/3d186cd91743f67a748c9adfae3285f8\" tg-width=\"228\" tg-height=\"282\" referrerpolicy=\"no-referrer\"/></p><p>Company Annual Report FY22</p><p>The company&#39;s local consumer services business is looking to expand its reach beyond products into consumer services, whether that is at home through its &#34;To Home&#34; businesses or on the go through its &#34;To Destination&#34; businesses.</p><p>To Home</p><ul><li><p>Ele.me- a leading local services and on-demand delivery platform which enables consumers to order food and beverages, groceries, FMCG, flowers and pharmaceutical products anytime and anywhere.</p></li><li><p>Fengniao Logistics - an on-demand delivery network which provides last-mile logistics services to orders placed through Ele.me as well as to other businesses in the Alibaba ecosystem including Freshippo, Sun Art, and Alibaba Health.</p></li><li><p>Taoxianda - an online-offline integration service solution for FMCG brands and third-party grocery retail partners, facilitates the digitalization of retailers&#39; operations.</p></li></ul><p>To-Destination</p><ul><li><p>Amap - a leading provider of mobile digital map navigation and one-stop access point to services such as navigation, local services and ride-hailing. Amap technology underlies a range of apps both inside and outside of the Alibaba ecosystem, and the company provides map data and navigation software to international and domestic automotive companies.</p></li><li><p>Fliggy - a leading online travel platform which provides comprehensive services to meet consumers&#39; travel needs for airline and train tickets, accommodation, car rental, package tours and local attractions.</p></li><li><p>Koubei - a restaurant and local services guide platform for in-store consumption, provides merchants with targeted marketing solutions, digital operation capabilities and analytics tools and allows consumers to discover local services content on the platform.</p></li></ul><p>Cainiao</p><p>Cainiao is a domestic and international one-stop shop for logistics services and supply chain management solutions, data insights and technology to digitalize the entire logistics process and enhance the capabilities of its logistics partners.</p><p>It offers parcel pick-up services through a neighborhood logistics solution that operates a network of neighborhood, campus and rural village stations and residential self pick-up lockers. Consumers can also enjoy parcel pick-up at the doorstep and time-guaranteed delivery service through Cainiao.</p><p>For merchants, Cainiao has built a full-fledged fulfillment network at provincial, city, and county levels in China, which offers customized fulfillment solutions to merchants across the Alibaba ecosystem. It has a network of assets and partners to support merchants on cross-border and international commerce retail platforms such as AliExpress and Lazada.</p><p>Cloud</p><p>Alibaba Group is the world&#39;s third largest and Asia Pacific&#39;s largest Infrastructure-as-a-service (&#34;IaaS&#34;) provider by revenue in 2021, according to Gartner&#39;s April 2022 report. It is also China&#39;s largest provider of public cloud services by revenue in 2021, including PaaS and IaaS services, according to IDC.</p><p>Alibaba Cloud</p><p>Alibaba Cloud offers a complete suite of cloud services, including proprietary servers, elastic computing, storage, network, security, database and big data, and IoT services, serving our ecosystem and beyond. Alibaba Cloud offers computing services in 27 regions globally and served more than 60% of A-share listed companies in China in FY22. As digital transformation accelerates, customers from non-Internet industries have increased their usage of cloud services, with such revenue accounting for half of cloud computing revenue in FY22.</p><p>DingTalk</p><p>DingTalk is a digital collaboration workplace and application development platform that offers new ways of working, sharing and collaboration for modern enterprises and organizations and is the largest business efficiency mobile app in China by monthly active users in March 2022, according to QuestMobile.</p><p>DingTalk provides a comprehensive suite of solutions for enterprise collaboration, including real-time communication, organizational management and various network collaboration tools such as data storage, calendars, workflow management and shared documents. Enterprises can also enjoy convenient access to a broad range of applications, including those offered by third-party service providers, that are seamlessly integrated with DingTalk&#39;s platform.</p><p>Digital Media and Entertainment<img src=\"https://static.tigerbbs.com/82c37c15470e609250e5e55f2ed8f181\" tg-width=\"229\" tg-height=\"291\" referrerpolicy=\"no-referrer\"/></p><p>Company Annual Report FY22</p><p>In line with the continued expansion into areas beyond product consumption, the group is looking to benefit from media consumption through its delivery platforms as well as through the production and distribution of its own and third-party content.</p><p>The first of these platforms is Youku, the third largest online long-form video platform in China in terms of monthly active users in March 2022, according to QuestMobile. The second is Quark which helps young users gain access to a variety of digital content and information for learning and work purposes.</p><p>The company also produces, promotes and distributes content through Alibaba Pictures. In 2022, eight movies released by Alibaba Pictures were among the top ten domestic movies in terms of ticket sales. The company also provides ticketing services for live events - concerts, plays, and sporting events - through Damai, and develops and distributes mobile games through Lingxi Games.</p><p><b>Innovation</b></p><p>In 2019, Alibaba established the DAMO Academy, a global research program in cutting-edge technologies that aims to integrate and speed up knowledge exchange between science and industry. An example of the innovation is the proprietary L4 self-driving vehicle Xiaomanlv used by Cainiao, which has delivered over 10 million parcels within gated communities and university campuses.</p><p>Its Tmall Genie product range provides a selection of internet-enabled smart home appliances, including smart speakers, lights and remote controls. The Tmall Genie smart speaker is a leading smart speaker in China in terms of sales units, and provides an interactive interface for our customers to easily access services offered by the company.</p><p><b>Investments</b></p><p>In addition to its operating businesses, Alibaba has a portfolio of equity (listed and private) and debt investments with a total value of RMB 239 billion as of 30 June 2022. The company also has a number of investments in which it holds a minority stake (&#34;equity investees&#34;). The most significant of these is the group&#39;s 33% stake in the Ant Group, the parent company of Alipay which provides substantially all of the payment processing and all of the escrow services on Alibaba marketplaces.</p><p><b>Business review</b></p><p>The Alibaba Group<img src=\"https://static.tigerbbs.com/3cf32e154e25cf9ca79847d923cd50e2\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/></p><p>Prepared by author. Data from company annual reports.</p><p>Despite its many operating businesses and international expansion, Alibaba is still predominantly a domestic e-commerce business in China. In FY22, China commerce - which include the company&#39;s domestic retail and wholesale businesses - accounted for almost 80% of the group&#39;s revenue. The next largest segments are Cloud (8% of revenue) and International Commerce (7% of revenue). We consider the performance of these three key segments below.</p><p>China Commerce<img src=\"https://static.tigerbbs.com/f01712c02388c2274d21a037b77e306e\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/></p><p>Prepared by author. Data from company annual reports.</p><p>The e-commerce businesses in China continue to grow albeit at a slower rate, with growth slowing from 45% in FY21 to 18% in FY22. The company&#39;s main ecommerce platforms in China - Taobao and Tmall - have seen their revenue growth slow to low-single digits in FY22, with the majority of revenue growth now being driven by the growth of the company&#39;s direct sales businesses - Tmall Supermarket and SunArt.</p><p>This expansion into direct sales (i.e. traditional retailing) is unlocking new areas for growth, but at the cost of significantly lower margins. The company has also increased investment in its platforms and increased spending for user growth and on merchant support, further depressing margins.</p><p>As a result, EBITA margin has declined from 50% in FY20 to around 30% in FY22, offsetting the impact of the growth in revenue. The company expects margins to continue to be affected by this trend as direct sales account for an increasing share of revenue.</p><p><i>Please note: The</i> <i>EBITA reported by management excludes share-based compensation expenses. While we understand that it can be a useful metric on this basis, we have adjusted it to include the share-based compensation expense as this is a true cost to the company. Any reference to EBITA throughout this article is on that basis.</i></p><p>Cloud<img src=\"https://static.tigerbbs.com/d1405b6c4f1226c547e7b52fbc28864e\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/></p><p>Prepared by author. Data from company annual reports.</p><p>The trend of slowing growth is not confined to ecommerce, with the Cloud segment also seeing growth slow to 25% in FY22. The slowing growth was due to the loss of a significant customer as well as slowing demand from customers in China&#39;s internet industry.</p><p>The slowdown in FY22 follows a year where revenue grew by a little over 50% and has grown by 85% since in the past 2 years. In addition, excluding the impact of the customer loss, the underlying business actually grew by 29%.</p><p>The continued top-line growth is contributing to improving operating margins, albeit the Cloud business remains loss making. If share awards are excluded, however, Cloud has actually grown beyond its break-even point generating an EBITA margin of 2% in FY22. Due to the operational leverage of these types of businesses, further top line growth should start to result in improving margins.</p><p>International Commerce<img src=\"https://static.tigerbbs.com/dfec3544f8ac5498ceeeb239868cd84b\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/></p><p>Prepared by author. Data from Company Annual Report.</p><p>The theme in International commerce is similar. Revenue growth slowed to 25% in FY22, following a strong FY21 which saw revenue grow by 44%. The slowdown has in part been due to various headwinds faced by AliExpress and Trendyol, which have been key growth drivers of growth in recent years.</p><p>Trendyol has been affected by high inflation in Turkey and the weakened Turkish Lira, whilst AliExpress sales have been affected by the removal of the EU VAT exemption for low value foreign imports. The Russia-Ukraine conflict has also resulted in supply chain and logistics disruptions.</p><p>The International commerce segment as a whole continues to be loss making, with the profits from the wholesaling business not enough to outweigh the losses from the retail side. The loss actually increased in FY22 due to increased promotional spend and user acquisition costs in respect of Lazada and the cost of investments in Trendyol at a time when it is suffering from the economic situation.</p><p>The &#34;ecosystem&#34;<img src=\"https://static.tigerbbs.com/b2fdfe85079b26520b0b049772b90c81\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/></p><p>Prepared by author. Data from company annual reports.</p><p>Whilst Alibaba operates numerous individual platforms, they all combine to create the &#34;Alibaba ecosystem.&#34; At first glance, Alibaba operates a profitable e-commerce business in China which it uses to subsidize a host of other unprofitable ventures. However, it is too simplistic to look at Alibaba in this way.</p><p>Businesses which are currently loss-making, may still contribute positively to the overall strength and profitability of the wider ecosystem. The more services and platforms the company has, the greater the network effects and switching costs become for consumers and merchants.</p><p>Not providing such services could result in a loss of consumers and merchants to competitors, where the long-term impact would be greater than the cost of offering the service at a loss. On the other hand, if any loss-making business is not beneficial to the rest of the ecosystem, we would expect that it ultimately be wound down or disposed of.</p><p>Many of the loss-making businesses were also only acquired or started in recent years and have yet to reach a critical mass. Take the Cloud business, for example. This is a business which requires a lot of investment and has a largely fixed cost base, meaning it needs to reach a certain size to break-even. Any growth beyond that should be rewarded with very high margins.</p><p><img src=\"https://static.tigerbbs.com/04bf0a8cfb2214f758e87dce71528968\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/></p><p>Prepared by author. Data from company annual reports.</p><p>Looking at the Alibaba group as a whole, the theme of strong but slowing growth holds true. Again, it is important to view this in the context of the group growing its top line more than 5 times since 2017 - equivalent to a compound annual growth rate of 32%.</p><p>Since 2017, growth has come at the expense of profitability, with EBITA margins falling from almost 40% to less than 15% in FY22. If this decline in profitability had occurred whilst the operations of the group had remained constant, then we would see it as reason to be concerned. However, the key reason for the declining margins is the company&#39;s expansion which will form the basis for the company&#39;s future growth.</p><p>Whilst some of the decline in margin is structural as a result of expansion into lower margin business such as traditional retail and logistics, we do expect margins to improve as the company continues to grow and its businesses benefit from advantages of scale.</p><p>Any management team which is willing to put long-term success ahead of short-term profitability should be commended. The culture at Alibaba appears to be geared towards this. The legal structure - which essentially gives shareholders zero control over the management of the company - also means management is less likely to be concerned by the short-term demands of the market or shareholders.</p><p>The overall profitability of Alibaba is not solely dependent on its operating businesses. Significant fluctuations in the company&#39;s investment portfolio can also have a significant impact on net income. In both FY20 and FY21, the company recognized gains of over RMB 70 billion, equivalent to more than 90% of the company&#39;s operating income in each of those years. However, in FY22, the value of the company&#39;s listed portfolio declined by over RMB 15 billion - wiping out almost 25% of the company&#39;s operating income.</p><p>The performance of equity method investees - particularly Ant Group - can also materially impact overall profitability. Alibaba&#39;s share of profits from equity investees has improved from a loss of RMB 5 billion in FY20 to a gain of RMB 14 billion in FY22. Performance in FY22 was boosted by gains in investments recognized by Ant Group rather than improvements in the underlying business, meaning future profits may not be so high.</p><p>Overall, adjusted net income - which excludes changes in the value of investments described above, as well as certain one-off or non-cash costs - has been broadly flat in the three years through FY22 in the range of RMB 100 billion to RMB 120 billion.</p><p>Cash flow<img src=\"https://static.tigerbbs.com/65d77c5942124c46a9eacf378c77ef67\" tg-width=\"1200\" tg-height=\"726\" referrerpolicy=\"no-referrer\"/></p><p>Prepared by author. Data from company annual reports.</p><p>Essentially all of the company&#39;s net income translates into free cash which can be used to fund acquisitions or returns to shareholders.</p><p>In the three years through FY22, the company has generated over RMB 400 million in free cash flows. The main use for this cash flow has been acquisitions, with the company investing around 50% of its cumulative free cash flow on new or additional investment in equities, business combinations or non-wholly owned subsidiaries.</p><p>The company does not and has never paid any dividend, but does have a share repurchase program of up to $25 billion (RMB 103 billion). As of 30 June 2022, there is a further $12 billion (RMB 81 billion) still to be completed by 2024, equivalent to around 5% of outstanding shares at the current price.</p><p>The strong cash generation of the business is reflected on its balance sheet, with a net cash position of RMB 378 billion as of 30 June 2022.</p><p><i>Note: TheFCF metric reported by management</i> <i>excludes the acquisition of land use rights and construction in progress relating to office campuses. Whilst these do not relate directly to the revenue-generating segments, they are still a true cash outflow from an investor&#39;s perspective. As such, we have adjusted management&#39;s FCF metric to include these outflows.</i></p><p>Q1 FY23 Trading Update<img src=\"https://static.tigerbbs.com/6159fb931608db1e29590a5bf712b2d3\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/></p><p>Prepared by author. Data from Q1 FY23 trading update.</p><p>On 4 August 2022, the company released their results for the first quarter of FY23. A further slowdown with revenue flat on the same period in the prior, albeit management reported that a slow April and May had been offset but a recovery in June.</p><p>China commerce revenue fell by 1% as GMV fell by a single-digit percentage and order cancellations increased as a result of the Covid-19 resurgence. This was partially offset by modest single digit growth in International commerce, Local consumer services and Cainiao. Cloud was the stand-out performer with revenue up 10% on the prior year. Despite stable revenues, earnings of the operating business were down by almost 20% as EBITA margins fell from 17% to 11%.</p><p><b>Risks</b></p><p>Regulation</p><p>The company operates a number of businesses in which foreign ownership or investment is restricted or prohibited. To ensure the company remains compliant, the businesses which are subject to these restrictions are carved out in separate legal entities which are not owned directly or indirectly by Alibaba, with control and economic benefit provided by way of contracts. Should the law (or interpretation thereof) change, there is a risk that Alibaba could be required to sell or cease operations in some of its businesses in China.</p><p>De-listing</p><p>There is a conflict between what the PCAOB in the US requires of auditors of US-listed companies and what auditors in China are allowed to disclose under Chinese law. Without cooperation on this issue, Alibaba may be prohibited from trading on the NYSE or other U.S. stock exchange by 2024 under current laws.</p><p>SEC investigation</p><p>In early 2016, the SEC initiated an investigation into whether the company has violated any federal securities laws in relation to its accounting practices. The investigation is ongoing and it is unclear what, if any, consequences the company could face.</p><p>Outlook</p><p>Management does not provide any medium-term guidance or targets in respect of the company&#39;s financial performance. However, its growth strategy revolves around the following three key trends.</p><p>Consumption</p><p>Consumption is a key driver of company performance. With the 1 billion active users on its e-commerce platforms in China, the company already has deep penetration of the domestic market. However, there is scope to grow through further penetration of less developed regions and capturing a larger proportion of existing users&#39; spending.</p><p>Digitalization</p><p>Digitalization of the economy, particularly through cloud computing, represents a huge area of new business opportunity. China&#39;s cloud computing industry is still at a nascent stage of development and is forecast to increase by 400% by 2025.</p><p>Globalization</p><p>The company also hopes to capitalize on globalization. The initial focus is on expansion in Southeast Asia, through localized and cross-border offerings. Alibaba is already the largest IaaS service provider in Asia Pacific, and it continues to expand its international cloud infrastructure, with data centers in 27 regions globally, including Singapore, Indonesia, Malaysia, the Philippines and Thailand.</p><p><b>Valuation</b></p><p>Alibaba has two major components to it: its operating businesses (including its subsidiaries, VIEs and equity method investees) and its investment portfolio.</p><p>As of 16 August 2022, the company&#39;s ADRs (equivalent to 8 ordinary shares) trade at around $92, giving a total market capitalization of c.$244 billion (RMB 1,653 billion). Excluding the company&#39;s significant net cash position (including short-term investments) of RMB 453 billion and its investment portfolio with a value of RMB 234 billion, this implies a valuation of RMB 966 billion for the operating business alone.</p><p>Our approach to valuing the operating businesses centers around determining the true underlying earnings power of the business or &#34;owner earnings.&#34; In the case of Alibaba, we will use Non-GAAP net income - which excludes amortization of intangibles, gains/losses in respect of investments and one-off non-recurring items such as fines - as our basis. Owner earnings in FY22 were around RMB 112 billion, equivalent to a price-to-earnings ratio of 9x for the operating businesses.</p><p>Due to the number of operating businesses and the limited information available in respect of each, we have not attempted to value each individually. Rather, we have applied high level assumptions at the group level to consider the implied potential returns under various hypothetical scenarios in reaching a conclusion on the attractiveness of the current valuation.</p><table><tbody><tr><td><b>Assumptions</b></td><td><b>Lower</b></td><td><b>Mid</b></td><td><b>Upper</b></td></tr><tr><td>Net income growth</td><td>5%</td><td>7%</td><td>9%</td></tr><tr><td>Price-to-earnings multiple</td><td>12x</td><td>15x</td><td>18x</td></tr></tbody></table><p>The assumed growth in earnings of 3% at the lower end and 7% at the upper end are low by historical standards, with historical growth in adjusted net income of 18% in the period FY17-FY22. We also assume that the company has to retain and reinvest 75% of its earnings to achieve this modest growth in net earnings, which is high by historical standards and may well be a lot lower in practice. We also make no allowance for any growth in the value of the company&#39;s investment portfolio.</p><p>Even under these scenarios, which we feel provide for a significant margin of safety, the implied 10-year compound annual return ranges from 22% on the lower end to 34% on the higher end - a total return of between 5x and 16x in 10 years.</p><p><b>Conclusion</b></p><p>There are two equally string but conflicting components when it comes to Alibaba as a prospective investment: the strength and prospects of the company&#39;s operating businesses versus the inherent uncertainty of investing in businesses with significant operations in China.</p><p>Where you come out on the balance between those two will ultimately determine whether you see it as an absolute bargain or a complete no-go. As long-term contrarian value investors, we feel the business strengths, discounted value, and prospective returns on offer are too attractive to ignore. For that reason, we consider it a &#34;buy&#34; and have allocated a significant proportion of our portfolio to it at the current price.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba: Fortunes Will Be Made</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba: Fortunes Will Be Made\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-22 11:59 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4535761-alibaba-fortunes-will-be-made><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAlibaba is the ecommerce market leader in China and is investing strongly into new markets and territories.With Alibaba’s operating businesses currently trading at around 9 times at a time when...</p>\n\n<a href=\"https://seekingalpha.com/article/4535761-alibaba-fortunes-will-be-made\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-SW"},"source_url":"https://seekingalpha.com/article/4535761-alibaba-fortunes-will-be-made","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137992204","content_text":"SummaryAlibaba is the ecommerce market leader in China and is investing strongly into new markets and territories.With Alibaba’s operating businesses currently trading at around 9 times at a time when margins are depressed, 30%+ annual compound returns over the next decade are possible.The decision to invest or not ultimately depends on where investors land on the perceived risks of investing in China.Whilst there are realistic risks, we think they are overblown and that long-term investors will do well by remaining rationally optimistic.At the current price, we rate the stock as a “Buy.” Should the current risks reduce or be resolved, we would consider it a “Strong Buy” at the current level.Our viewAlibaba Group Holding Limited (NYSE:BABA,BABAF) is one of the most controversial companies when it comes to investor opinion. Many believe it is a great business at a bargain price, whilst others believe the risks mean it is untouchable, even at a significant discount.Putting the risks aside for a moment, there is a lot to love about Alibaba:the world's largest global e-commerce platform, bigger than Amazon (AMZN) and JD.com (JD) combined based on GMV;a Cloud computing business in China which is a leader in a market which is expected to grow rapidly in the coming years;a dominant position in China and an increasing presence across Southeast Asia meaning it is well placed to benefit from economic progress in the region; andstrong free cash flow and a solid balance sheet providing ample resources to continue to make strategic acquisitions and/or returns to shareholders.Alibaba's operating businesses currently trade at a multiple of around 9x owner earnings. And this is at a time when the company is in an investment phase, meaning margins are depressed and the true underlying earnings potential is underrepresented. Modest earnings growth combined with recovery in the valuation multiple could provide investors 30%+ annual returns over the next decade.Based on these metrics, it is difficult to disagree that the current price represents an attractive valuation. However, the investment decision ultimately relies on the conclusion investors reach on the likelihood and impact of the various potential risks materializing.When it comes to risks generally, investors can be guilty of ignoring them completely or assuming the worst-case scenario. In the case of Alibaba, we think the latter is true. Whilst there will inevitably be ongoing friction as the US learns to live in a world with a rising China, our view is that the world will ultimately continue to make progress and prosper over the long-term. We believe investors would do well by remaining rationally optimistic.Even if we put our optimistic worldview aside, we feel that some of the risks are overblown. Only 10% of the company's external revenue is generated through the regulated businesses held within the VIE structures, and this will only reduce as the company continues to diversify and expand internationally.As for the potential de-listing from the NYSE, we would hope that agreement can be reached to avert this eventually. However, in absence of cooperation on that issue, the company is pursuing a dual primary listing in Hong Kong which will provide investors with an alternative market in an internationally recognized financial center.Overall, we feel that the strength of its businesses combined with the significantly discounted valuation compensate for the actual severity and likelihood of the risks materializing. We think it is a clear \"Buy\" at the current valuation. Should these risks reduce or a long-term resolution be reached, we see reason to upgrade our rating to \"Strong Buy.\"With that being said, each investor must consider this in the context of their own investment objectives, risk tolerance and psychological resilience. Bargains are never found in times of comfort and stability. As value investors with a long-term horizon and a deeply contrarian nature, we believe will be handsomely rewarded for the long and potentially rocky journey ahead.An overview of AlibabaNote from author: This section provides a description of the major services and businesses which are within the Alibaba ecosystem. For those who are already familiar with the operations of Alibaba, we suggest that you skip to the following section.Alibaba is an e-commerce giant which serves 1.31 billion annual active consumers across the many platforms and businesses in the Alibaba Ecosystem. Total Gross Merchandise Value (\"GMV\") transacted in the Alibaba Ecosystem in FY22 was RMB 8.3 trillion ($1.3 trillion), making it the largest retail commerce business in the world, according to Analysys.Alibaba reports its business across a number of segments: China commerce, International commerce; Local consumer services; Cainiao; Cloud; Digital media and entertainment; and Innovation initiatives and others. We provide an overview of each below.China CommerceAlibaba Annual Report FY22Alibaba's China Commerce segment is primarily Taobao and Tmall. Together, these constitute the world's largest digital retail business in terms of GMV for the twelve months ended 31 March 2022, according to Analysys.TaobaoTaobao is the company's main commerce platform and is both the starting point and destination portal for many users' shopping journey. It allows individuals and small businesses to create online storefronts and product listings for free. Alibaba generates revenue through add-ons sold to sellers, such as analytics and marketing. As well as being a shopping platform itself, it acts as a funnel for other platforms in the Alibaba ecosystem.TmallTmall is the partner of choice for both domestic and International brands. The platform is essentially a virtual mall, allowing brands and retailers to operate their own unique storefronts. The platform has a wide range of brands, with 320,000 brands and merchants on Tmall, including over 80% of the consumer brands ranked in the Forbes Top 100 World's Most Valuable Brands for 2021. It is the largest third-party online and mobile commerce platform for brands and retailers in the world in terms of GMV, according to Analysys. The platform differs from Taobao in that it charges retailers and merchants fees for setting up stores and a share of ongoing GMV, in addition to offering value-add services.OtherThere are a host of other platforms and businesses which cater to various markets. These includeTaobao Deals - like Taoboao, but with a focus on value-for-money products;Taocaicai - a community marketplace that offers consumers next-day pick-up services for a wide range of groceries and fresh goods at neighborhood pick-up points;Tmall Supermarket - offers daily necessities, FMCG and general merchandise through Taobao app with same-or-next-day delivery services;Freshippo - a retail chain for groceries and fresh goods with over 200 stores offering 30-minute delivery to customers living within a three kilometer radius of the store; andSun Art - an online and physical hypermarket.AlimamaThe company monetizes its broad user base and insights into customer behaviors through its Alimama platform. Alimama offers paid marketing services to merchants, retailers and promoters allowing them to advertise across its many platforms. This marketing is not confined to the Alibaba ecosystem, with affiliate programs allowing its users to directly market to consumers on other platforms outside of Alibaba's.In addition to ads within the Alibaba ecosystem, the company offers wider distribution through the Taobao Ad Network and Exchange (\"TANX\"), one of the largest real-time online bidding marketing exchanges in China. TANX helps publishers to monetize their media inventories both on mobile apps and web properties, automating the buying and selling of tens of billions of marketing impressions on a daily basis.1688.comAlibaba's domestic wholesale business, 1688.com, is China's largest integrated domestic wholesale marketplace in 2021 by net revenue, according to Analysys. Wholesalers pay a fixed annual subscription to sell with no additional fees, but can pay for additional premium features such as data analytics and marketing etc. These additional services account for the vast majority of income from wholesaling.International CommerceAlibaba Annual Report FY22LazadaLazada is a leading and fast-growing e-commerce platform in Southeast Asia and serves one of the largest user bases among the global e-commerce platforms. It caters to merchants of all sizes, from individuals to regional and global brands. Lazada also operates one of the leading e-commerce logistics networks in Southeast Asia, with the vast majority of Lazada's parcels going through its own facilities or first- and last-mile fleet.AliExpressAliExpress enables global consumers to buy directly from manufacturers and distributors in China and around the world. It is available in 18 languages and services consumers across many countries including the US and Europe.TrendyolTrendyol is a leading e-commerce platform in Turkey in terms of both GMV and order volume in 2021. It offers a large selection of products through e-commerce business as well as instant delivery services for food and groceries, as well as having its own fulfillment and logistics networks.Alibaba.comAlibaba.com is China's largest integrated international online wholesale marketplace in 2021 by revenue, according to Analysys, serving over 40 million buyers from over 190 countries in FY22. Like its domestic wholesaling counterpart, Alibaba generates the majority of the revenue through this platform for the additional value-add services it offers to merchants.Local Consumer ServicesCompany Annual Report FY22The company's local consumer services business is looking to expand its reach beyond products into consumer services, whether that is at home through its \"To Home\" businesses or on the go through its \"To Destination\" businesses.To HomeEle.me- a leading local services and on-demand delivery platform which enables consumers to order food and beverages, groceries, FMCG, flowers and pharmaceutical products anytime and anywhere.Fengniao Logistics - an on-demand delivery network which provides last-mile logistics services to orders placed through Ele.me as well as to other businesses in the Alibaba ecosystem including Freshippo, Sun Art, and Alibaba Health.Taoxianda - an online-offline integration service solution for FMCG brands and third-party grocery retail partners, facilitates the digitalization of retailers' operations.To-DestinationAmap - a leading provider of mobile digital map navigation and one-stop access point to services such as navigation, local services and ride-hailing. Amap technology underlies a range of apps both inside and outside of the Alibaba ecosystem, and the company provides map data and navigation software to international and domestic automotive companies.Fliggy - a leading online travel platform which provides comprehensive services to meet consumers' travel needs for airline and train tickets, accommodation, car rental, package tours and local attractions.Koubei - a restaurant and local services guide platform for in-store consumption, provides merchants with targeted marketing solutions, digital operation capabilities and analytics tools and allows consumers to discover local services content on the platform.CainiaoCainiao is a domestic and international one-stop shop for logistics services and supply chain management solutions, data insights and technology to digitalize the entire logistics process and enhance the capabilities of its logistics partners.It offers parcel pick-up services through a neighborhood logistics solution that operates a network of neighborhood, campus and rural village stations and residential self pick-up lockers. Consumers can also enjoy parcel pick-up at the doorstep and time-guaranteed delivery service through Cainiao.For merchants, Cainiao has built a full-fledged fulfillment network at provincial, city, and county levels in China, which offers customized fulfillment solutions to merchants across the Alibaba ecosystem. It has a network of assets and partners to support merchants on cross-border and international commerce retail platforms such as AliExpress and Lazada.CloudAlibaba Group is the world's third largest and Asia Pacific's largest Infrastructure-as-a-service (\"IaaS\") provider by revenue in 2021, according to Gartner's April 2022 report. It is also China's largest provider of public cloud services by revenue in 2021, including PaaS and IaaS services, according to IDC.Alibaba CloudAlibaba Cloud offers a complete suite of cloud services, including proprietary servers, elastic computing, storage, network, security, database and big data, and IoT services, serving our ecosystem and beyond. Alibaba Cloud offers computing services in 27 regions globally and served more than 60% of A-share listed companies in China in FY22. As digital transformation accelerates, customers from non-Internet industries have increased their usage of cloud services, with such revenue accounting for half of cloud computing revenue in FY22.DingTalkDingTalk is a digital collaboration workplace and application development platform that offers new ways of working, sharing and collaboration for modern enterprises and organizations and is the largest business efficiency mobile app in China by monthly active users in March 2022, according to QuestMobile.DingTalk provides a comprehensive suite of solutions for enterprise collaboration, including real-time communication, organizational management and various network collaboration tools such as data storage, calendars, workflow management and shared documents. Enterprises can also enjoy convenient access to a broad range of applications, including those offered by third-party service providers, that are seamlessly integrated with DingTalk's platform.Digital Media and EntertainmentCompany Annual Report FY22In line with the continued expansion into areas beyond product consumption, the group is looking to benefit from media consumption through its delivery platforms as well as through the production and distribution of its own and third-party content.The first of these platforms is Youku, the third largest online long-form video platform in China in terms of monthly active users in March 2022, according to QuestMobile. The second is Quark which helps young users gain access to a variety of digital content and information for learning and work purposes.The company also produces, promotes and distributes content through Alibaba Pictures. In 2022, eight movies released by Alibaba Pictures were among the top ten domestic movies in terms of ticket sales. The company also provides ticketing services for live events - concerts, plays, and sporting events - through Damai, and develops and distributes mobile games through Lingxi Games.InnovationIn 2019, Alibaba established the DAMO Academy, a global research program in cutting-edge technologies that aims to integrate and speed up knowledge exchange between science and industry. An example of the innovation is the proprietary L4 self-driving vehicle Xiaomanlv used by Cainiao, which has delivered over 10 million parcels within gated communities and university campuses.Its Tmall Genie product range provides a selection of internet-enabled smart home appliances, including smart speakers, lights and remote controls. The Tmall Genie smart speaker is a leading smart speaker in China in terms of sales units, and provides an interactive interface for our customers to easily access services offered by the company.InvestmentsIn addition to its operating businesses, Alibaba has a portfolio of equity (listed and private) and debt investments with a total value of RMB 239 billion as of 30 June 2022. The company also has a number of investments in which it holds a minority stake (\"equity investees\"). The most significant of these is the group's 33% stake in the Ant Group, the parent company of Alipay which provides substantially all of the payment processing and all of the escrow services on Alibaba marketplaces.Business reviewThe Alibaba GroupPrepared by author. Data from company annual reports.Despite its many operating businesses and international expansion, Alibaba is still predominantly a domestic e-commerce business in China. In FY22, China commerce - which include the company's domestic retail and wholesale businesses - accounted for almost 80% of the group's revenue. The next largest segments are Cloud (8% of revenue) and International Commerce (7% of revenue). We consider the performance of these three key segments below.China CommercePrepared by author. Data from company annual reports.The e-commerce businesses in China continue to grow albeit at a slower rate, with growth slowing from 45% in FY21 to 18% in FY22. The company's main ecommerce platforms in China - Taobao and Tmall - have seen their revenue growth slow to low-single digits in FY22, with the majority of revenue growth now being driven by the growth of the company's direct sales businesses - Tmall Supermarket and SunArt.This expansion into direct sales (i.e. traditional retailing) is unlocking new areas for growth, but at the cost of significantly lower margins. The company has also increased investment in its platforms and increased spending for user growth and on merchant support, further depressing margins.As a result, EBITA margin has declined from 50% in FY20 to around 30% in FY22, offsetting the impact of the growth in revenue. The company expects margins to continue to be affected by this trend as direct sales account for an increasing share of revenue.Please note: The EBITA reported by management excludes share-based compensation expenses. While we understand that it can be a useful metric on this basis, we have adjusted it to include the share-based compensation expense as this is a true cost to the company. Any reference to EBITA throughout this article is on that basis.CloudPrepared by author. Data from company annual reports.The trend of slowing growth is not confined to ecommerce, with the Cloud segment also seeing growth slow to 25% in FY22. The slowing growth was due to the loss of a significant customer as well as slowing demand from customers in China's internet industry.The slowdown in FY22 follows a year where revenue grew by a little over 50% and has grown by 85% since in the past 2 years. In addition, excluding the impact of the customer loss, the underlying business actually grew by 29%.The continued top-line growth is contributing to improving operating margins, albeit the Cloud business remains loss making. If share awards are excluded, however, Cloud has actually grown beyond its break-even point generating an EBITA margin of 2% in FY22. Due to the operational leverage of these types of businesses, further top line growth should start to result in improving margins.International CommercePrepared by author. Data from Company Annual Report.The theme in International commerce is similar. Revenue growth slowed to 25% in FY22, following a strong FY21 which saw revenue grow by 44%. The slowdown has in part been due to various headwinds faced by AliExpress and Trendyol, which have been key growth drivers of growth in recent years.Trendyol has been affected by high inflation in Turkey and the weakened Turkish Lira, whilst AliExpress sales have been affected by the removal of the EU VAT exemption for low value foreign imports. The Russia-Ukraine conflict has also resulted in supply chain and logistics disruptions.The International commerce segment as a whole continues to be loss making, with the profits from the wholesaling business not enough to outweigh the losses from the retail side. The loss actually increased in FY22 due to increased promotional spend and user acquisition costs in respect of Lazada and the cost of investments in Trendyol at a time when it is suffering from the economic situation.The \"ecosystem\"Prepared by author. Data from company annual reports.Whilst Alibaba operates numerous individual platforms, they all combine to create the \"Alibaba ecosystem.\" At first glance, Alibaba operates a profitable e-commerce business in China which it uses to subsidize a host of other unprofitable ventures. However, it is too simplistic to look at Alibaba in this way.Businesses which are currently loss-making, may still contribute positively to the overall strength and profitability of the wider ecosystem. The more services and platforms the company has, the greater the network effects and switching costs become for consumers and merchants.Not providing such services could result in a loss of consumers and merchants to competitors, where the long-term impact would be greater than the cost of offering the service at a loss. On the other hand, if any loss-making business is not beneficial to the rest of the ecosystem, we would expect that it ultimately be wound down or disposed of.Many of the loss-making businesses were also only acquired or started in recent years and have yet to reach a critical mass. Take the Cloud business, for example. This is a business which requires a lot of investment and has a largely fixed cost base, meaning it needs to reach a certain size to break-even. Any growth beyond that should be rewarded with very high margins.Prepared by author. Data from company annual reports.Looking at the Alibaba group as a whole, the theme of strong but slowing growth holds true. Again, it is important to view this in the context of the group growing its top line more than 5 times since 2017 - equivalent to a compound annual growth rate of 32%.Since 2017, growth has come at the expense of profitability, with EBITA margins falling from almost 40% to less than 15% in FY22. If this decline in profitability had occurred whilst the operations of the group had remained constant, then we would see it as reason to be concerned. However, the key reason for the declining margins is the company's expansion which will form the basis for the company's future growth.Whilst some of the decline in margin is structural as a result of expansion into lower margin business such as traditional retail and logistics, we do expect margins to improve as the company continues to grow and its businesses benefit from advantages of scale.Any management team which is willing to put long-term success ahead of short-term profitability should be commended. The culture at Alibaba appears to be geared towards this. The legal structure - which essentially gives shareholders zero control over the management of the company - also means management is less likely to be concerned by the short-term demands of the market or shareholders.The overall profitability of Alibaba is not solely dependent on its operating businesses. Significant fluctuations in the company's investment portfolio can also have a significant impact on net income. In both FY20 and FY21, the company recognized gains of over RMB 70 billion, equivalent to more than 90% of the company's operating income in each of those years. However, in FY22, the value of the company's listed portfolio declined by over RMB 15 billion - wiping out almost 25% of the company's operating income.The performance of equity method investees - particularly Ant Group - can also materially impact overall profitability. Alibaba's share of profits from equity investees has improved from a loss of RMB 5 billion in FY20 to a gain of RMB 14 billion in FY22. Performance in FY22 was boosted by gains in investments recognized by Ant Group rather than improvements in the underlying business, meaning future profits may not be so high.Overall, adjusted net income - which excludes changes in the value of investments described above, as well as certain one-off or non-cash costs - has been broadly flat in the three years through FY22 in the range of RMB 100 billion to RMB 120 billion.Cash flowPrepared by author. Data from company annual reports.Essentially all of the company's net income translates into free cash which can be used to fund acquisitions or returns to shareholders.In the three years through FY22, the company has generated over RMB 400 million in free cash flows. The main use for this cash flow has been acquisitions, with the company investing around 50% of its cumulative free cash flow on new or additional investment in equities, business combinations or non-wholly owned subsidiaries.The company does not and has never paid any dividend, but does have a share repurchase program of up to $25 billion (RMB 103 billion). As of 30 June 2022, there is a further $12 billion (RMB 81 billion) still to be completed by 2024, equivalent to around 5% of outstanding shares at the current price.The strong cash generation of the business is reflected on its balance sheet, with a net cash position of RMB 378 billion as of 30 June 2022.Note: TheFCF metric reported by management excludes the acquisition of land use rights and construction in progress relating to office campuses. Whilst these do not relate directly to the revenue-generating segments, they are still a true cash outflow from an investor's perspective. As such, we have adjusted management's FCF metric to include these outflows.Q1 FY23 Trading UpdatePrepared by author. Data from Q1 FY23 trading update.On 4 August 2022, the company released their results for the first quarter of FY23. A further slowdown with revenue flat on the same period in the prior, albeit management reported that a slow April and May had been offset but a recovery in June.China commerce revenue fell by 1% as GMV fell by a single-digit percentage and order cancellations increased as a result of the Covid-19 resurgence. This was partially offset by modest single digit growth in International commerce, Local consumer services and Cainiao. Cloud was the stand-out performer with revenue up 10% on the prior year. Despite stable revenues, earnings of the operating business were down by almost 20% as EBITA margins fell from 17% to 11%.RisksRegulationThe company operates a number of businesses in which foreign ownership or investment is restricted or prohibited. To ensure the company remains compliant, the businesses which are subject to these restrictions are carved out in separate legal entities which are not owned directly or indirectly by Alibaba, with control and economic benefit provided by way of contracts. Should the law (or interpretation thereof) change, there is a risk that Alibaba could be required to sell or cease operations in some of its businesses in China.De-listingThere is a conflict between what the PCAOB in the US requires of auditors of US-listed companies and what auditors in China are allowed to disclose under Chinese law. Without cooperation on this issue, Alibaba may be prohibited from trading on the NYSE or other U.S. stock exchange by 2024 under current laws.SEC investigationIn early 2016, the SEC initiated an investigation into whether the company has violated any federal securities laws in relation to its accounting practices. The investigation is ongoing and it is unclear what, if any, consequences the company could face.OutlookManagement does not provide any medium-term guidance or targets in respect of the company's financial performance. However, its growth strategy revolves around the following three key trends.ConsumptionConsumption is a key driver of company performance. With the 1 billion active users on its e-commerce platforms in China, the company already has deep penetration of the domestic market. However, there is scope to grow through further penetration of less developed regions and capturing a larger proportion of existing users' spending.DigitalizationDigitalization of the economy, particularly through cloud computing, represents a huge area of new business opportunity. China's cloud computing industry is still at a nascent stage of development and is forecast to increase by 400% by 2025.GlobalizationThe company also hopes to capitalize on globalization. The initial focus is on expansion in Southeast Asia, through localized and cross-border offerings. Alibaba is already the largest IaaS service provider in Asia Pacific, and it continues to expand its international cloud infrastructure, with data centers in 27 regions globally, including Singapore, Indonesia, Malaysia, the Philippines and Thailand.ValuationAlibaba has two major components to it: its operating businesses (including its subsidiaries, VIEs and equity method investees) and its investment portfolio.As of 16 August 2022, the company's ADRs (equivalent to 8 ordinary shares) trade at around $92, giving a total market capitalization of c.$244 billion (RMB 1,653 billion). Excluding the company's significant net cash position (including short-term investments) of RMB 453 billion and its investment portfolio with a value of RMB 234 billion, this implies a valuation of RMB 966 billion for the operating business alone.Our approach to valuing the operating businesses centers around determining the true underlying earnings power of the business or \"owner earnings.\" In the case of Alibaba, we will use Non-GAAP net income - which excludes amortization of intangibles, gains/losses in respect of investments and one-off non-recurring items such as fines - as our basis. Owner earnings in FY22 were around RMB 112 billion, equivalent to a price-to-earnings ratio of 9x for the operating businesses.Due to the number of operating businesses and the limited information available in respect of each, we have not attempted to value each individually. Rather, we have applied high level assumptions at the group level to consider the implied potential returns under various hypothetical scenarios in reaching a conclusion on the attractiveness of the current valuation.AssumptionsLowerMidUpperNet income growth5%7%9%Price-to-earnings multiple12x15x18xThe assumed growth in earnings of 3% at the lower end and 7% at the upper end are low by historical standards, with historical growth in adjusted net income of 18% in the period FY17-FY22. We also assume that the company has to retain and reinvest 75% of its earnings to achieve this modest growth in net earnings, which is high by historical standards and may well be a lot lower in practice. We also make no allowance for any growth in the value of the company's investment portfolio.Even under these scenarios, which we feel provide for a significant margin of safety, the implied 10-year compound annual return ranges from 22% on the lower end to 34% on the higher end - a total return of between 5x and 16x in 10 years.ConclusionThere are two equally string but conflicting components when it comes to Alibaba as a prospective investment: the strength and prospects of the company's operating businesses versus the inherent uncertainty of investing in businesses with significant operations in China.Where you come out on the balance between those two will ultimately determine whether you see it as an absolute bargain or a complete no-go. As long-term contrarian value investors, we feel the business strengths, discounted value, and prospective returns on offer are too attractive to ignore. For that reason, we consider it a \"buy\" and have allocated a significant proportion of our portfolio to it at the current price.","news_type":1},"isVote":1,"tweetType":1,"viewCount":229,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9078636175,"gmtCreate":1657675951397,"gmtModify":1676536044367,"author":{"id":"3581223392197361","authorId":"3581223392197361","name":"Mikaelocw","avatar":"https://static.tigerbbs.com/b3e8a5faf492b06ffc4615e2014a0a51","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Like&nbsp;","listText":"Like&nbsp;","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9078636175","repostId":"1147321373","repostType":4,"repost":{"id":"1147321373","pubTimestamp":1657585192,"share":"https://www.laohu8.com/m/news/1147321373?lang=&edition=full","pubTime":"2022-07-12 08:19","market":"other","language":"en","title":"Twitter Stock Blasted by Options Bears After Musk Pulls Deal","url":"https://stock-news.laohu8.com/highlight/detail?id=1147321373","media":"Schaeffer's Research","summary":"Over the weekend, it was announced that Tesla  CEO Elon Musk would not being going through with his ","content":"<html><head></head><body><p>Over the weekend, it was announced that <a href=\"https://laohu8.com/S/TSLA\">Tesla </a> CEO Elon Musk would not being going through with his deal to buy <a href=\"https://laohu8.com/S/TWTR\">Twitter Inc </a> for $44 billion. Twitter has since threatened to sue Musk for terminating the deal. Musk responded, using the platform to tweet that the social media company would need to provide more information on spam accounts and bots. In response, the shares of Twitter (TWTR) are falling down, seen down 11.3% to trade at $32.65 on Monday.</p><p>Options activity surrounding Twitter stock is already off the charts, with 26,000 calls and 44,000 puts exchanged so far -- six times the intraday average. What&#39;s more, put volume is running in the 99th percentile of its annual range. The most popular position is the July 30 put, followed by the 34 put in the same series.</p><p>Analysts are chiming in as well. Since the deal was terminated, both Wedbush and Stifel slashed their price targets, both to $30. This marks Wedbush&#39;s second price-target cut in a matter of days, as on Friday, the analyst lowered its price objective to $43 from $54, as it already predicted that the deal was on the brink of collapse.</p><p>The stock is now trading at its lowest level since March, and suffers a 24.46% year-to-date deficit.</p><p>Twitter’s retail investors have turned bearish now that Elon Musk wants to walk away.</p><p>They’re dumping shares, exercising put options and making short bets as the $44 billion deal is headed for what looks like a protracted court fight.</p><p>Sarah Mostafa, a physical therapist in New York City, just exercised her puts — or bearish wagers — on Twitter and made about $2,000.</p><p>The 32-year-old initially bought the puts in May before Twitter’s board approved the acquisition. That turned out to be a prescient bet.</p><p>“It’s absolute chaos at this point,” she said. “I’m not sure what will happen with the lawsuit, but it should be interesting to see how it plays out in the end. It doesn’t look good for Twitter at the moment.”</p><p>Twitter shares could see downside to $11/share if Elon Musk&#39;s $44 billion deal to acquire the companydoesn&#39;t happen, according a Rosenblatt analyst.</p><blockquote>&#34;We are arguing that it would be suffering at the low end of peers so it could be an $11 stock,&#34; Crockett said. &#34;That would be based on a 90% plus decline from the 52-week high, which would be at the high end of what peers have done and also reflecting the fact that the business I think has been meaningfully disrupted.&#34;</blockquote></body></html>","source":"lsy1653551688042","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>Twitter Stock Blasted by Options Bears After Musk Pulls Deal</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\">\nTwitter Stock Blasted by Options Bears After Musk Pulls Deal\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-12 08:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.schaeffersresearch.com/content/news/2022/07/11/twitter-stock-blasted-by-options-bears-after-musk-pulls-deal><strong>Schaeffer's Research</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Over the weekend, it was announced that Tesla  CEO Elon Musk would not being going through with his deal to buy Twitter Inc  for $44 billion. Twitter has since threatened to sue Musk for terminating ...</p>\n\n<a href=\"https://www.schaeffersresearch.com/content/news/2022/07/11/twitter-stock-blasted-by-options-bears-after-musk-pulls-deal\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TWTR":"Twitter"},"source_url":"https://www.schaeffersresearch.com/content/news/2022/07/11/twitter-stock-blasted-by-options-bears-after-musk-pulls-deal","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147321373","content_text":"Over the weekend, it was announced that Tesla  CEO Elon Musk would not being going through with his deal to buy Twitter Inc  for $44 billion. Twitter has since threatened to sue Musk for terminating the deal. Musk responded, using the platform to tweet that the social media company would need to provide more information on spam accounts and bots. In response, the shares of Twitter (TWTR) are falling down, seen down 11.3% to trade at $32.65 on Monday.Options activity surrounding Twitter stock is already off the charts, with 26,000 calls and 44,000 puts exchanged so far -- six times the intraday average. What's more, put volume is running in the 99th percentile of its annual range. The most popular position is the July 30 put, followed by the 34 put in the same series.Analysts are chiming in as well. Since the deal was terminated, both Wedbush and Stifel slashed their price targets, both to $30. This marks Wedbush's second price-target cut in a matter of days, as on Friday, the analyst lowered its price objective to $43 from $54, as it already predicted that the deal was on the brink of collapse.The stock is now trading at its lowest level since March, and suffers a 24.46% year-to-date deficit.Twitter’s retail investors have turned bearish now that Elon Musk wants to walk away.They’re dumping shares, exercising put options and making short bets as the $44 billion deal is headed for what looks like a protracted court fight.Sarah Mostafa, a physical therapist in New York City, just exercised her puts — or bearish wagers — on Twitter and made about $2,000.The 32-year-old initially bought the puts in May before Twitter’s board approved the acquisition. That turned out to be a prescient bet.“It’s absolute chaos at this point,” she said. “I’m not sure what will happen with the lawsuit, but it should be interesting to see how it plays out in the end. It doesn’t look good for Twitter at the moment.”Twitter shares could see downside to $11/share if Elon Musk's $44 billion deal to acquire the companydoesn't happen, according a Rosenblatt analyst.\"We are arguing that it would be suffering at the low end of peers so it could be an $11 stock,\" Crockett said. \"That would be based on a 90% plus decline from the 52-week high, which would be at the high end of what peers have done and also reflecting the fact that the business I think has been meaningfully disrupted.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":153,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9045569272,"gmtCreate":1656635497896,"gmtModify":1676535867439,"author":{"id":"3581223392197361","authorId":"3581223392197361","name":"Mikaelocw","avatar":"https://static.tigerbbs.com/b3e8a5faf492b06ffc4615e2014a0a51","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9045569272","repostId":"2247368718","repostType":4,"repost":{"id":"2247368718","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":1656599460,"share":"https://www.laohu8.com/m/news/2247368718?lang=&edition=full","pubTime":"2022-06-30 22:31","market":"us","language":"en","title":"These 10 Stocks in the S&P 500 Have Lost 4.1 Trillion Investor Dollars in 2022","url":"https://stock-news.laohu8.com/highlight/detail?id=2247368718","media":"Dow Jones","summary":"The biggest losers of shareholder value have included Apple, Amazon and Microsoft.The first half of ","content":"<html><head></head><body><p>The biggest losers of shareholder value have included Apple, Amazon and Microsoft.</p><p>The first half of 2022 is over today, and good riddance for investors: The S&amp;P 500 Index has declined 21.4%.</p><p>Below are two lists of the worst-performing stocks in the S&amp;P 500  this year.</p><p>First, here are the 10 companies whose market capitalizations have dropped the most during 2022, based on early trading on June 30. (This column will be updated after the close of trading.)</p><p>They aren&#39;t necessarily the worst performers in the benchmark index on a percentage basis, but the companies are so large that their market values have plunged  the most -- hopefully only paper losses for investors who were patient enough to hold on in a plunging market:</p><p><img src=\"https://static.tigerbbs.com/e181fc27093fc1de536a1a45eaca6aa1\" tg-width=\"799\" tg-height=\"428\" referrerpolicy=\"no-referrer\"/></p><p>The market cap decline for Alphabet Inc. is for the company&#39;s combined Class A <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a> and Class C (GOOGL) shares.</p><p>Here are the 10 stocks in the S&amp;P 500 that have fallen the most during 2022 on a percentage basis:</p><p><img src=\"https://static.tigerbbs.com/35f1949871a1ac118556d087dd1716c6\" tg-width=\"800\" tg-height=\"432\" referrerpolicy=\"no-referrer\"/></p><p>Netflix Inc. <a href=\"https://laohu8.com/S/NFLX\">$(NFLX)$</a> and PayPal Holdings Inc. (PYPL) made both lists.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>These 10 Stocks in the S&P 500 Have Lost 4.1 Trillion Investor Dollars 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\">\nThese 10 Stocks in the S&P 500 Have Lost 4.1 Trillion Investor Dollars in 2022\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\">2022-06-30 22:31</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The biggest losers of shareholder value have included Apple, Amazon and Microsoft.</p><p>The first half of 2022 is over today, and good riddance for investors: The S&amp;P 500 Index has declined 21.4%.</p><p>Below are two lists of the worst-performing stocks in the S&amp;P 500  this year.</p><p>First, here are the 10 companies whose market capitalizations have dropped the most during 2022, based on early trading on June 30. (This column will be updated after the close of trading.)</p><p>They aren&#39;t necessarily the worst performers in the benchmark index on a percentage basis, but the companies are so large that their market values have plunged  the most -- hopefully only paper losses for investors who were patient enough to hold on in a plunging market:</p><p><img src=\"https://static.tigerbbs.com/e181fc27093fc1de536a1a45eaca6aa1\" tg-width=\"799\" tg-height=\"428\" referrerpolicy=\"no-referrer\"/></p><p>The market cap decline for Alphabet Inc. is for the company&#39;s combined Class A <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a> and Class C (GOOGL) shares.</p><p>Here are the 10 stocks in the S&amp;P 500 that have fallen the most during 2022 on a percentage basis:</p><p><img src=\"https://static.tigerbbs.com/35f1949871a1ac118556d087dd1716c6\" tg-width=\"800\" tg-height=\"432\" referrerpolicy=\"no-referrer\"/></p><p>Netflix Inc. <a href=\"https://laohu8.com/S/NFLX\">$(NFLX)$</a> and PayPal Holdings Inc. (PYPL) made both lists.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","AMZN":"亚马逊","MSFT":"微软"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2247368718","content_text":"The biggest losers of shareholder value have included Apple, Amazon and Microsoft.The first half of 2022 is over today, and good riddance for investors: The S&P 500 Index has declined 21.4%.Below are two lists of the worst-performing stocks in the S&P 500  this year.First, here are the 10 companies whose market capitalizations have dropped the most during 2022, based on early trading on June 30. (This column will be updated after the close of trading.)They aren't necessarily the worst performers in the benchmark index on a percentage basis, but the companies are so large that their market values have plunged  the most -- hopefully only paper losses for investors who were patient enough to hold on in a plunging market:The market cap decline for Alphabet Inc. is for the company's combined Class A $(GOOGL)$ and Class C (GOOGL) shares.Here are the 10 stocks in the S&P 500 that have fallen the most during 2022 on a percentage basis:Netflix Inc. $(NFLX)$ and PayPal Holdings Inc. (PYPL) made both lists.","news_type":1},"isVote":1,"tweetType":1,"viewCount":222,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9029800844,"gmtCreate":1652750108488,"gmtModify":1676535154069,"author":{"id":"3581223392197361","authorId":"3581223392197361","name":"Mikaelocw","avatar":"https://static.tigerbbs.com/b3e8a5faf492b06ffc4615e2014a0a51","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Like&nbsp;","listText":"Like&nbsp;","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9029800844","repostId":"1113708996","repostType":4,"repost":{"id":"1113708996","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":1652711118,"share":"https://www.laohu8.com/m/news/1113708996?lang=&edition=full","pubTime":"2022-05-16 22:25","market":"us","language":"en","title":"EV Stocks Surged in Morning Trading, with Faraday Future Jumping Over 30% and Canoo Rising Over 7%","url":"https://stock-news.laohu8.com/highlight/detail?id=1113708996","media":"Tiger Newspress","summary":"EV stocks surged in morning trading, with Faraday Future jumping over 30% and Canoo rising over 7%.","content":"<html><head></head><body><p>EV stocks surged in morning trading, with Faraday Future jumping over 30% and Canoo rising over 7%.<img src=\"https://static.tigerbbs.com/661b5b8f7de9b3c3716e9027e743fae1\" tg-width=\"319\" tg-height=\"276\" width=\"100%\" height=\"auto\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>EV Stocks Surged in Morning Trading, with Faraday Future Jumping Over 30% and Canoo Rising Over 7%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nEV Stocks Surged in Morning Trading, with Faraday Future Jumping Over 30% and Canoo Rising Over 7%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-05-16 22:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>EV stocks surged in morning trading, with Faraday Future jumping over 30% and Canoo rising over 7%.<img src=\"https://static.tigerbbs.com/661b5b8f7de9b3c3716e9027e743fae1\" tg-width=\"319\" tg-height=\"276\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOEV":"Canoo Inc.","FFIE":"Faraday Future"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113708996","content_text":"EV stocks surged in morning trading, with Faraday Future jumping over 30% and Canoo rising over 7%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":223,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9060168063,"gmtCreate":1651109829092,"gmtModify":1676534852219,"author":{"id":"3581223392197361","authorId":"3581223392197361","name":"Mikaelocw","avatar":"https://static.tigerbbs.com/b3e8a5faf492b06ffc4615e2014a0a51","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TDOC\">$Teladoc Health Inc.(TDOC)$</a>&nbsp;advise average or sell?&nbsp;","listText":"<a href=\"https://ttm.financial/S/TDOC\">$Teladoc Health Inc.(TDOC)$</a>&nbsp;advise average or sell?&nbsp;","text":"$Teladoc Health Inc.(TDOC)$ advise average or sell?","images":[{"img":"https://community-static.tradeup.com/news/51e826de1b5228297165b5827b9775a4","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9060168063","isVote":1,"tweetType":1,"viewCount":541,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9032336969,"gmtCreate":1647274805800,"gmtModify":1676534211082,"author":{"id":"3581223392197361","authorId":"3581223392197361","name":"Mikaelocw","avatar":"https://static.tigerbbs.com/b3e8a5faf492b06ffc4615e2014a0a51","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9032336969","repostId":"1133740908","repostType":4,"isVote":1,"tweetType":1,"viewCount":499,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":882781987,"gmtCreate":1631720891749,"gmtModify":1676530618891,"author":{"id":"3581223392197361","authorId":"3581223392197361","name":"Mikaelocw","avatar":"https://static.tigerbbs.com/b3e8a5faf492b06ffc4615e2014a0a51","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Like and comment pls&nbsp;","listText":"Like and comment pls&nbsp;","text":"Like and comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/882781987","repostId":"2160764195","repostType":2,"repost":{"id":"2160764195","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":1629376382,"share":"https://www.laohu8.com/m/news/2160764195?lang=&edition=full","pubTime":"2021-08-19 20:33","market":"us","language":"en","title":"Why Is Baozun Stock Falling After Q2 Earnings?","url":"https://stock-news.laohu8.com/highlight/detail?id=2160764195","media":"Benzinga","summary":"\n","content":"<html><body><ul>\n<li>Brand e-commerce service partner <strong>Baozun Inc</strong> (NASDAQ:BZUN) reported second-quarter FY21 revenue growth of 7.1% year-on-year to $356.9 million (RMB2.3 billion), missing the analyst consensus of $373.4 million.</li>\n<li><strong>Drivers:</strong> Gross Merchandise Volume (GMV) rose 23.3% Y/Y to RMB15.7 billion.</li>\n<li>Distribution GMV increased 5.4% Y/Y to RMB1.1 billion.</li>\n<li>The non-distribution GMV climbed 24.9% Y/Y to RMB14.6 billion.</li>\n<li><strong>Segments:</strong> Product sales revenue expanded 4.8% Y/Y to $150.6 million, aided by acquiring new brand partners and the increased popularity of brand partners' products.</li>\n<li>Services revenue rose 8.8% Y/Y to $206.3 million, driven by the company's consignment and service fee models and offset by the decline of sales in the sportswear sector impacted by the Better Cotton Initiative.</li>\n<li><strong>Margin:</strong> The non-GAAP operating margin contracted 170 bps to 7%.</li>\n<li>It reported Non-GAAP earnings per ADS of $0.31.</li>\n<li>Baozun held $702.3 million in cash and equivalents.</li>\n<li>Baozun also remains vulnerable to China's latest internet industry rules.</li>\n<li><strong>Price Action: </strong>BZUN shares traded lower by 5.35% at $20.01 in the premarket session on the last check Thursday.</li>\n</ul>\n</body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Is Baozun Stock Falling After Q2 Earnings?</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 Is Baozun Stock Falling After Q2 Earnings?\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\">2021-08-19 20:33</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><ul>\n<li>Brand e-commerce service partner <strong>Baozun Inc</strong> (NASDAQ:BZUN) reported second-quarter FY21 revenue growth of 7.1% year-on-year to $356.9 million (RMB2.3 billion), missing the analyst consensus of $373.4 million.</li>\n<li><strong>Drivers:</strong> Gross Merchandise Volume (GMV) rose 23.3% Y/Y to RMB15.7 billion.</li>\n<li>Distribution GMV increased 5.4% Y/Y to RMB1.1 billion.</li>\n<li>The non-distribution GMV climbed 24.9% Y/Y to RMB14.6 billion.</li>\n<li><strong>Segments:</strong> Product sales revenue expanded 4.8% Y/Y to $150.6 million, aided by acquiring new brand partners and the increased popularity of brand partners' products.</li>\n<li>Services revenue rose 8.8% Y/Y to $206.3 million, driven by the company's consignment and service fee models and offset by the decline of sales in the sportswear sector impacted by the Better Cotton Initiative.</li>\n<li><strong>Margin:</strong> The non-GAAP operating margin contracted 170 bps to 7%.</li>\n<li>It reported Non-GAAP earnings per ADS of $0.31.</li>\n<li>Baozun held $702.3 million in cash and equivalents.</li>\n<li>Baozun also remains vulnerable to China's latest internet industry rules.</li>\n<li><strong>Price Action: </strong>BZUN shares traded lower by 5.35% at $20.01 in the premarket session on the last check Thursday.</li>\n</ul>\n</body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QTWO":"Q2 Holdings Inc","BZUN":"宝尊电商"},"source_url":"https://www.benzinga.com/news/earnings/21/08/22572045/why-is-baozun-stock-falling-after-q2-earnings","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2160764195","content_text":"Brand e-commerce service partner Baozun Inc (NASDAQ:BZUN) reported second-quarter FY21 revenue growth of 7.1% year-on-year to $356.9 million (RMB2.3 billion), missing the analyst consensus of $373.4 million.\nDrivers: Gross Merchandise Volume (GMV) rose 23.3% Y/Y to RMB15.7 billion.\nDistribution GMV increased 5.4% Y/Y to RMB1.1 billion.\nThe non-distribution GMV climbed 24.9% Y/Y to RMB14.6 billion.\nSegments: Product sales revenue expanded 4.8% Y/Y to $150.6 million, aided by acquiring new brand partners and the increased popularity of brand partners' products.\nServices revenue rose 8.8% Y/Y to $206.3 million, driven by the company's consignment and service fee models and offset by the decline of sales in the sportswear sector impacted by the Better Cotton Initiative.\nMargin: The non-GAAP operating margin contracted 170 bps to 7%.\nIt reported Non-GAAP earnings per ADS of $0.31.\nBaozun held $702.3 million in cash and equivalents.\nBaozun also remains vulnerable to China's latest internet industry rules.\nPrice Action: BZUN shares traded lower by 5.35% at $20.01 in the premarket session on the last check Thursday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":464,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":881315532,"gmtCreate":1631291949526,"gmtModify":1676530522872,"author":{"id":"3581223392197361","authorId":"3581223392197361","name":"Mikaelocw","avatar":"https://static.tigerbbs.com/b3e8a5faf492b06ffc4615e2014a0a51","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Like and comment pls&nbsp;","listText":"Like and comment pls&nbsp;","text":"Like and comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/881315532","repostId":"1117851011","repostType":4,"repost":{"id":"1117851011","pubTimestamp":1631237804,"share":"https://www.laohu8.com/m/news/1117851011?lang=&edition=full","pubTime":"2021-09-10 09:36","market":"us","language":"en","title":"Cathie Wood’s Ark Invest Sells $110 Million In Tesla Stock As Insiders Also Dump Shares","url":"https://stock-news.laohu8.com/highlight/detail?id=1117851011","media":"Forbes","summary":"TOPLINE\nArk Invest, the New York City investment firm founded by famed Wall Street stock-picker Cath","content":"<p><b>TOPLINE</b></p>\n<p>Ark Invest, the New York City investment firm founded by famed Wall Street stock-picker Cathie Wood, sold off a massive stake in Tesla on Wednesday, joining a crop of insiders in cashing out of shares this week as the stock recovers from its lackluster performance this year.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fc103935157e669bd98f2c9995a47698\" tg-width=\"960\" tg-height=\"540\" width=\"100%\" height=\"auto\"><span>Famed Wall Street money manager Cathie Wood has previously said the electric-vehicle company could ... [+] ELI WARREN FOR FORBES</span></p>\n<p><b>KEY FACTS</b></p>\n<p>According to Ark's daily transaction reports, three of the firm's funds, includings its flagship Ark Innovation ETF, sold a combined 142,708 shares of Tesla on Wednesday, representing a stake worth about $108 million and adding to separate sales of about $166 million since late July.</p>\n<p>The newest transactions come just days after Wood touted Tesla's success and gave shares a price target of $3,000 (nearly 300% more than current levels) in aninterviewwith Yahoo! Finance, saying the company's growing market share makes it poised to benefit from a nearly 18-fold increase in electric-vehicle sales by 2025.</p>\n<p>Though they've climbed about 6% over the last month, shares of Tesla, priced at about $757.50, are down nearly 15% from an all-time high in January.</p>\n<p>Meanwhile, Wood isn't alone among noteworthy Tesla investors selling off shares after the recent runup in prices: Three company officers, including two c-suite executives, sold about $4 million worth of stock in a series of transactions this week, according toregulatory filings.</p>\n<p>Ark and Tesla did not immediately respond to Forbes' requests for comment.</p>\n<p><b>SURPRISING FACT</b></p>\n<p>Though Wood is notably bullish on Tesla, the consensus on Wall Street doesn't reflect the same lofty expectations. According to Bloomberg data, the average analyst price target for Tesla shares is $701, suggesting shares could fall 8% over the next year.</p>\n<p><b>KEY BACKGROUND</b></p>\n<p>In the past, Wood has said Ark likes to trade around Tesla's outsized volatility, taking advantage of low prices to buy, and selling when she feels prices could take a hit. \"When we feel like analysts are hyperventilating about a stock—including Tesla—we naturally just take profits because we know we’re going to get another opportunity associated with controversy to buy the stock lower,” Woodsaidlast year after a wave of selling. Despite the recent sales, Tesla still makes up nearly 11% of Ark's flagship fund, which holds about 3.1 million shares worth a staggering $2.3 billion and alsoownsoutsized stakes in Coinbase, Zoom Video Communications and Spotify. On Wednesday, Ark also sold shares of chipmakers Nvidia and NXP Semiconductors, while picking up stock in software firm UiPath, real estate website Zillow and ecommerce companies Etsy and JD.com.</p>\n<p><b>TANGENT</b></p>\n<p>Technology stocks led the market's rally last year, generatingmassivereturns for tech-heavy investors like Ark. Starting this spring, however, accelerating economic growth and the threat ofrising interest ratesspurred a stock-market rotation away from growth stocks, like those in tech, to cyclical and value-leaning slices of the market that struggled during the pandemic (like energy and financials). Despite skyrocketing nearly 90% over the past year, the ARK Innovation ETF is up only 5% this year.</p>","source":"fors","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>Cathie Wood’s Ark Invest Sells $110 Million In Tesla Stock As Insiders Also Dump Shares</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\">\nCathie Wood’s Ark Invest Sells $110 Million In Tesla Stock As Insiders Also Dump Shares\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-10 09:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.forbes.com/sites/jonathanponciano/2021/09/09/cathie-woods-ark-invest-sells-110-million-in-tesla-stock-as-insiders-also-dump-shares/?sh=64a3239aed57><strong>Forbes</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>TOPLINE\nArk Invest, the New York City investment firm founded by famed Wall Street stock-picker Cathie Wood, sold off a massive stake in Tesla on Wednesday, joining a crop of insiders in cashing out ...</p>\n\n<a href=\"https://www.forbes.com/sites/jonathanponciano/2021/09/09/cathie-woods-ark-invest-sells-110-million-in-tesla-stock-as-insiders-also-dump-shares/?sh=64a3239aed57\">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.forbes.com/sites/jonathanponciano/2021/09/09/cathie-woods-ark-invest-sells-110-million-in-tesla-stock-as-insiders-also-dump-shares/?sh=64a3239aed57","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117851011","content_text":"TOPLINE\nArk Invest, the New York City investment firm founded by famed Wall Street stock-picker Cathie Wood, sold off a massive stake in Tesla on Wednesday, joining a crop of insiders in cashing out of shares this week as the stock recovers from its lackluster performance this year.\nFamed Wall Street money manager Cathie Wood has previously said the electric-vehicle company could ... [+] ELI WARREN FOR FORBES\nKEY FACTS\nAccording to Ark's daily transaction reports, three of the firm's funds, includings its flagship Ark Innovation ETF, sold a combined 142,708 shares of Tesla on Wednesday, representing a stake worth about $108 million and adding to separate sales of about $166 million since late July.\nThe newest transactions come just days after Wood touted Tesla's success and gave shares a price target of $3,000 (nearly 300% more than current levels) in aninterviewwith Yahoo! Finance, saying the company's growing market share makes it poised to benefit from a nearly 18-fold increase in electric-vehicle sales by 2025.\nThough they've climbed about 6% over the last month, shares of Tesla, priced at about $757.50, are down nearly 15% from an all-time high in January.\nMeanwhile, Wood isn't alone among noteworthy Tesla investors selling off shares after the recent runup in prices: Three company officers, including two c-suite executives, sold about $4 million worth of stock in a series of transactions this week, according toregulatory filings.\nArk and Tesla did not immediately respond to Forbes' requests for comment.\nSURPRISING FACT\nThough Wood is notably bullish on Tesla, the consensus on Wall Street doesn't reflect the same lofty expectations. According to Bloomberg data, the average analyst price target for Tesla shares is $701, suggesting shares could fall 8% over the next year.\nKEY BACKGROUND\nIn the past, Wood has said Ark likes to trade around Tesla's outsized volatility, taking advantage of low prices to buy, and selling when she feels prices could take a hit. \"When we feel like analysts are hyperventilating about a stock—including Tesla—we naturally just take profits because we know we’re going to get another opportunity associated with controversy to buy the stock lower,” Woodsaidlast year after a wave of selling. Despite the recent sales, Tesla still makes up nearly 11% of Ark's flagship fund, which holds about 3.1 million shares worth a staggering $2.3 billion and alsoownsoutsized stakes in Coinbase, Zoom Video Communications and Spotify. On Wednesday, Ark also sold shares of chipmakers Nvidia and NXP Semiconductors, while picking up stock in software firm UiPath, real estate website Zillow and ecommerce companies Etsy and JD.com.\nTANGENT\nTechnology stocks led the market's rally last year, generatingmassivereturns for tech-heavy investors like Ark. Starting this spring, however, accelerating economic growth and the threat ofrising interest ratesspurred a stock-market rotation away from growth stocks, like those in tech, to cyclical and value-leaning slices of the market that struggled during the pandemic (like energy and financials). Despite skyrocketing nearly 90% over the past year, the ARK Innovation ETF is up only 5% this year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":434,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":889155017,"gmtCreate":1631117942139,"gmtModify":1676530474053,"author":{"id":"3581223392197361","authorId":"3581223392197361","name":"Mikaelocw","avatar":"https://static.tigerbbs.com/b3e8a5faf492b06ffc4615e2014a0a51","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Wait for a dip to enter&nbsp;","listText":"Wait for a dip to enter&nbsp;","text":"Wait for a dip to enter","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/889155017","repostId":"2165350329","repostType":4,"repost":{"id":"2165350329","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":1631089500,"share":"https://www.laohu8.com/m/news/2165350329?lang=&edition=full","pubTime":"2021-09-08 16:25","market":"hk","language":"en","title":"UiPath stock falls following earnings beat, outlook hike","url":"https://stock-news.laohu8.com/highlight/detail?id=2165350329","media":"Dow Jones","summary":"UiPath shares fell over 6% in premarket trading Wednesday even as the \"software robots\" provider top","content":"<p><b><a href=\"https://laohu8.com/S/PATH\">UiPath</a></b>&nbsp;shares fell over&nbsp;6%&nbsp;in premarket&nbsp;trading&nbsp;Wednesday&nbsp;even as the \"software robots\" provider topped Wall Street estimates and raised its outlook for the year.</p>\n<p><img src=\"https://static.tigerbbs.com/91ecf2992c12dabbb2844b9c281a4064\" tg-width=\"972\" tg-height=\"577\" referrerpolicy=\"no-referrer\"></p>\n<p>UiPath <a href=\"https://laohu8.com/S/PATH.UK\">$(PATH.UK)$</a> shares dropped 6% in premarket&nbsp;trading&nbsp;Wednesday, following a 1.4% decline in the regular session to close at $62.46&nbsp;Tuesday. Following UiPath's first earnings report as a public company about three months ago, shares fell the next day.</p>\n<p>The company reported a second-quarter loss of $100 million, or 19 cents a share, versus net income of $5 million in the year-ago period. Adjusted earnings, which exclude stock-based compensation expenses and other items, were a penny a share, compared with 3 cents a share in the year-ago period.</p>\n<p>Revenue rose to $195.5 million from $139.4 million in the year-ago quarter. The company's annualized renewal run rate, or ARR, rose 60% to $726.5 million from a year ago. ARR is a metric often used by software-as-a-service companies to show how much revenue the company can expect based on subscriptions.</p>\n<p>Analysts surveyed by FactSet had forecast a loss of 5 cents a share on revenue of $184.3 million and an ARR of $703.8 million, based on UiPath's forecast revenue of $180 million to $185 million and ARR of $702 million to $704 million for the second quarter.</p>\n<p>Read: UiPath IPO: 5 things to know about the 'software robots' company valued at nearly $30 billion</p>\n<p>UiPath forecast revenue of $207 million to $209 million and ARR of $796 million to $798 million for the third quarter, while analysts expect revenue of $205.8 million and ARR of $776.8 million.</p>\n<p>For the year, UiPath expects ARR between $876 million and $881 million, up from a previous forecast of $850 million to $855 million. Analysts estimate $854.8 million.</p>\n<p>UiPath's stock made its debut on the New York Stock Exchange back in April. As of Tuesday's close, shares are about 12% above their IPO price of $56 a share.</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>UiPath stock falls following earnings beat, outlook hike</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\">\nUiPath stock falls following earnings beat, outlook hike\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\">2021-09-08 16:25</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p><b><a href=\"https://laohu8.com/S/PATH\">UiPath</a></b>&nbsp;shares fell over&nbsp;6%&nbsp;in premarket&nbsp;trading&nbsp;Wednesday&nbsp;even as the \"software robots\" provider topped Wall Street estimates and raised its outlook for the year.</p>\n<p><img src=\"https://static.tigerbbs.com/91ecf2992c12dabbb2844b9c281a4064\" tg-width=\"972\" tg-height=\"577\" referrerpolicy=\"no-referrer\"></p>\n<p>UiPath <a href=\"https://laohu8.com/S/PATH.UK\">$(PATH.UK)$</a> shares dropped 6% in premarket&nbsp;trading&nbsp;Wednesday, following a 1.4% decline in the regular session to close at $62.46&nbsp;Tuesday. Following UiPath's first earnings report as a public company about three months ago, shares fell the next day.</p>\n<p>The company reported a second-quarter loss of $100 million, or 19 cents a share, versus net income of $5 million in the year-ago period. Adjusted earnings, which exclude stock-based compensation expenses and other items, were a penny a share, compared with 3 cents a share in the year-ago period.</p>\n<p>Revenue rose to $195.5 million from $139.4 million in the year-ago quarter. The company's annualized renewal run rate, or ARR, rose 60% to $726.5 million from a year ago. ARR is a metric often used by software-as-a-service companies to show how much revenue the company can expect based on subscriptions.</p>\n<p>Analysts surveyed by FactSet had forecast a loss of 5 cents a share on revenue of $184.3 million and an ARR of $703.8 million, based on UiPath's forecast revenue of $180 million to $185 million and ARR of $702 million to $704 million for the second quarter.</p>\n<p>Read: UiPath IPO: 5 things to know about the 'software robots' company valued at nearly $30 billion</p>\n<p>UiPath forecast revenue of $207 million to $209 million and ARR of $796 million to $798 million for the third quarter, while analysts expect revenue of $205.8 million and ARR of $776.8 million.</p>\n<p>For the year, UiPath expects ARR between $876 million and $881 million, up from a previous forecast of $850 million to $855 million. Analysts estimate $854.8 million.</p>\n<p>UiPath's stock made its debut on the New York Stock Exchange back in April. As of Tuesday's close, shares are about 12% above their IPO price of $56 a share.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PATH":"UiPath"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2165350329","content_text":"UiPath shares fell over 6% in premarket trading Wednesday even as the \"software robots\" provider topped Wall Street estimates and raised its outlook for the year.\n\nUiPath $(PATH.UK)$ shares dropped 6% in premarket trading Wednesday, following a 1.4% decline in the regular session to close at $62.46 Tuesday. Following UiPath's first earnings report as a public company about three months ago, shares fell the next day.\nThe company reported a second-quarter loss of $100 million, or 19 cents a share, versus net income of $5 million in the year-ago period. Adjusted earnings, which exclude stock-based compensation expenses and other items, were a penny a share, compared with 3 cents a share in the year-ago period.\nRevenue rose to $195.5 million from $139.4 million in the year-ago quarter. The company's annualized renewal run rate, or ARR, rose 60% to $726.5 million from a year ago. ARR is a metric often used by software-as-a-service companies to show how much revenue the company can expect based on subscriptions.\nAnalysts surveyed by FactSet had forecast a loss of 5 cents a share on revenue of $184.3 million and an ARR of $703.8 million, based on UiPath's forecast revenue of $180 million to $185 million and ARR of $702 million to $704 million for the second quarter.\nRead: UiPath IPO: 5 things to know about the 'software robots' company valued at nearly $30 billion\nUiPath forecast revenue of $207 million to $209 million and ARR of $796 million to $798 million for the third quarter, while analysts expect revenue of $205.8 million and ARR of $776.8 million.\nFor the year, UiPath expects ARR between $876 million and $881 million, up from a previous forecast of $850 million to $855 million. Analysts estimate $854.8 million.\nUiPath's stock made its debut on the New York Stock Exchange back in April. As of Tuesday's close, shares are about 12% above their IPO price of $56 a share.","news_type":1},"isVote":1,"tweetType":1,"viewCount":182,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":815596822,"gmtCreate":1630686431466,"gmtModify":1676530377508,"author":{"id":"3581223392197361","authorId":"3581223392197361","name":"Mikaelocw","avatar":"https://static.tigerbbs.com/b3e8a5faf492b06ffc4615e2014a0a51","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Like&nbsp;","listText":"Like&nbsp;","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/815596822","repostId":"1198573200","repostType":4,"isVote":1,"tweetType":1,"viewCount":68,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":818288635,"gmtCreate":1630413825127,"gmtModify":1676530296258,"author":{"id":"3581223392197361","authorId":"3581223392197361","name":"Mikaelocw","avatar":"https://static.tigerbbs.com/b3e8a5faf492b06ffc4615e2014a0a51","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Like ya","listText":"Like ya","text":"Like ya","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/818288635","repostId":"2163859427","repostType":4,"isVote":1,"tweetType":1,"viewCount":169,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":819921427,"gmtCreate":1630028680069,"gmtModify":1676530204046,"author":{"id":"3581223392197361","authorId":"3581223392197361","name":"Mikaelocw","avatar":"https://static.tigerbbs.com/b3e8a5faf492b06ffc4615e2014a0a51","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BZUN\">$Baozun(BZUN)$</a>hope","listText":"<a href=\"https://laohu8.com/S/BZUN\">$Baozun(BZUN)$</a>hope","text":"$Baozun(BZUN)$hope","images":[{"img":"https://static.tigerbbs.com/df372bb69c5c7040d985a0e9fc0f9119","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/819921427","isVote":1,"tweetType":1,"viewCount":335,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":819923024,"gmtCreate":1630028575468,"gmtModify":1676530204005,"author":{"id":"3581223392197361","authorId":"3581223392197361","name":"Mikaelocw","avatar":"https://static.tigerbbs.com/b3e8a5faf492b06ffc4615e2014a0a51","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/819923024","repostId":"2162090400","repostType":4,"isVote":1,"tweetType":1,"viewCount":206,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":835709232,"gmtCreate":1629737421626,"gmtModify":1676530117514,"author":{"id":"3581223392197361","authorId":"3581223392197361","name":"Mikaelocw","avatar":"https://static.tigerbbs.com/b3e8a5faf492b06ffc4615e2014a0a51","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Like and comment. Thanks&nbsp;","listText":"Like and comment. Thanks&nbsp;","text":"Like and comment. Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/835709232","repostId":"1179203616","repostType":4,"repost":{"id":"1179203616","pubTimestamp":1629732335,"share":"https://www.laohu8.com/m/news/1179203616?lang=&edition=full","pubTime":"2021-08-23 23:25","market":"us","language":"en","title":"Palantir Is an Enigma. The Opportunity in Its Stock Is Far More Clear.","url":"https://stock-news.laohu8.com/highlight/detail?id=1179203616","media":"Barrons","summary":"Palantir Technologies is one of the world’s quirkiest tech companies, and last week the story got we","content":"<p>Palantir Technologies is one of the world’s quirkiest tech companies, and last week the story got weirder than ever. But beneath the surface, there’s an oddly compelling case for the business and the stock.</p>\n<p>Palantir (ticker: PLTR) provides data analytics software to both commercial and government clients. The 18-year-old company has two primary platforms—Gotham, for government applications, and Foundry, for commercial customers. Palantir has a long history of serving U.S. military and intelligence agencies, but lately it’s&nbsp;been building out its sales team to bulk up its commercial business. That plan seems to be getting traction.</p>\n<p>Palantir went public in a direct listing last September, with the stock&nbsp;opening at $10. It’s since taken shareholders on a wild ride, trading as high as $45 earlier this year. It’s now around $25, still up 150% from listing day.</p>\n<p>In its&nbsp;recently reported June quarter, Palantir posted revenue of $376 million, up 49% from the year-earlier level. The company got a big boost from its U.S. commercial business, which grew 90%. Palantir sees September quarter revenue inching up to $385 million, and it continues to forecast annual top-line growth of 30%-plus through 2025.</p>\n<p>But the core story gets lost in the noise—Palantir seems to thrive on controversy. Almost everything it does is outside the box. Before last year’s stock listing, Palantir quietly moved its headquarters to Denver from Palo Alto. The reasoning boils down to politics.</p>\n<p>“When we started the company in 2004, the idea was to bring world-class software to our intelligence and military communities,” Palantir CEO Alex Karp&nbsp;told me in a June interview. “Numerous companies in Silicon Valley have refused either overtly, tacitly, or by dragging their feet, to work with the U.S. government. … I believe in general there’s a choice to be made in the world, and America has serious, rigorous, intelligent, and sometimes ruthless adversaries.”</p>\n<p>Palantir has also been doing unusual things with the $2.4 billion in cash on its balance sheet. The company is&nbsp;aggressively investing in PIPEs, or private investments in public equities, which are used in almost every SPAC merger to increase the capital raised. Palantir has&nbsp;committed $310 million across more than a dozen SPACs, or special purpose acquisition companies, according to its latest SEC filing. It’s completed $33 million of equity investments across three other companies.</p>\n<p></p>\n<p>The most recent tranche includes $20 million for Fast Radius, which offers a “cloud manufacturing platform;” $15 million for Tritium, a developer of electric vehicle chargers; $15 million for AdTheorent, which sells advertising software driven by machine learning; and $10 million for FinAccel, an Asian financial-services company.</p>\n<p>All the targets have signed up to be Palantir customers. As of June 30, Palantir said it had commercial contracts with its SPAC portfolio companies with a potential value of $428 million; the revenue contribution in the latest quarter was just $3 million, or less than 1% of the total.</p>\n<p>SPACs are a highly speculative place for a public company to be parking its cash. But I’d argue that Palantir’s decision to provide capital to new customers isn’t so different from offering vendor debt financing for hardware purchases—as&nbsp;IBM(IBM) and HP Enterprise (HPE) do—or from running robust venture capital programs, as do&nbsp;Intel(INTC) and&nbsp;Salesforce.com(CRM).</p>\n<p>Even so, it makes some analysts squeamish. “While we don’t oppose thinking outside the box, we think the strategy may have been taken too far, particularly with software contracts that appear to be negotiated alongside an investment by Palantir in the same customer,” Citi’s Tyler Radke wrote in a recent research note.</p>\n<p>The outside-the-box strategy goes beyond SPACs. This past week, Palantir disclosed that it had purchased $50.7 million worth of 100-ounce gold bars—a pretty strange move, even for Palantir. I ran a text search in the SEC’s database looking for references to gold bars, and found only references to other gold companies. The move makes&nbsp;Tesla’s(TSLA) Bitcoin purchases seem mundane.</p>\n<p>The fact that Palantir decided to buy physical gold, rather than, say, the&nbsp;SPDR Gold Shares&nbsp;ETF (GLD), makes it odder still. Palatnir ends up looking like the corporate equivalent of a doomsday prepper. I tried to follow-up with Karp to ask about the sudden interest in gold, but Palantir declined to make him available.</p>\n<p>One analyst who follows the company told me that the SPAC program and the foray into gold make Palantir a hard sell for institutional investors. You can see that in the shareholder base. Institutions hold only 25% of Palantir shares—compared with&nbsp;Oracle’s(ORCL) 46%,Snowflake’s(SNOW) 58%, and&nbsp;Microsoft’s(MSFT) 71%.</p>\n<p>But the same analyst is still bullish on Palantir and says it offers “a very interesting set of solutions to buyers that require scale and sophistication.”</p>\n<p>Palantir has a fanatical following among individual investors, and the company is playing to its fans. During its June-quarter earnings call, Palantir took nine questions from retail investors and just four from analysts.</p>\n<p>On traditional metrics, Palantir isn’t cheap. The stock trades for 25 times estimated 2022 sales. But strip away the craziness, and Palantir looks like the single best bet on the future of complex data analytics. There aren’t many other ways for investors to play the opportunity—and the world isn’t getting any simpler or less dangerous.</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>Palantir Is an Enigma. The Opportunity in Its Stock Is Far More Clear.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir Is an Enigma. The Opportunity in Its Stock Is Far More Clear.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-23 23:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/palantir-stock-spacs-gold-51629497963?mod=hp_LEADSUPP_3><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Palantir Technologies is one of the world’s quirkiest tech companies, and last week the story got weirder than ever. But beneath the surface, there’s an oddly compelling case for the business and the ...</p>\n\n<a href=\"https://www.barrons.com/articles/palantir-stock-spacs-gold-51629497963?mod=hp_LEADSUPP_3\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://www.barrons.com/articles/palantir-stock-spacs-gold-51629497963?mod=hp_LEADSUPP_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179203616","content_text":"Palantir Technologies is one of the world’s quirkiest tech companies, and last week the story got weirder than ever. But beneath the surface, there’s an oddly compelling case for the business and the stock.\nPalantir (ticker: PLTR) provides data analytics software to both commercial and government clients. The 18-year-old company has two primary platforms—Gotham, for government applications, and Foundry, for commercial customers. Palantir has a long history of serving U.S. military and intelligence agencies, but lately it’s been building out its sales team to bulk up its commercial business. That plan seems to be getting traction.\nPalantir went public in a direct listing last September, with the stock opening at $10. It’s since taken shareholders on a wild ride, trading as high as $45 earlier this year. It’s now around $25, still up 150% from listing day.\nIn its recently reported June quarter, Palantir posted revenue of $376 million, up 49% from the year-earlier level. The company got a big boost from its U.S. commercial business, which grew 90%. Palantir sees September quarter revenue inching up to $385 million, and it continues to forecast annual top-line growth of 30%-plus through 2025.\nBut the core story gets lost in the noise—Palantir seems to thrive on controversy. Almost everything it does is outside the box. Before last year’s stock listing, Palantir quietly moved its headquarters to Denver from Palo Alto. The reasoning boils down to politics.\n“When we started the company in 2004, the idea was to bring world-class software to our intelligence and military communities,” Palantir CEO Alex Karp told me in a June interview. “Numerous companies in Silicon Valley have refused either overtly, tacitly, or by dragging their feet, to work with the U.S. government. … I believe in general there’s a choice to be made in the world, and America has serious, rigorous, intelligent, and sometimes ruthless adversaries.”\nPalantir has also been doing unusual things with the $2.4 billion in cash on its balance sheet. The company is aggressively investing in PIPEs, or private investments in public equities, which are used in almost every SPAC merger to increase the capital raised. Palantir has committed $310 million across more than a dozen SPACs, or special purpose acquisition companies, according to its latest SEC filing. It’s completed $33 million of equity investments across three other companies.\n\nThe most recent tranche includes $20 million for Fast Radius, which offers a “cloud manufacturing platform;” $15 million for Tritium, a developer of electric vehicle chargers; $15 million for AdTheorent, which sells advertising software driven by machine learning; and $10 million for FinAccel, an Asian financial-services company.\nAll the targets have signed up to be Palantir customers. As of June 30, Palantir said it had commercial contracts with its SPAC portfolio companies with a potential value of $428 million; the revenue contribution in the latest quarter was just $3 million, or less than 1% of the total.\nSPACs are a highly speculative place for a public company to be parking its cash. But I’d argue that Palantir’s decision to provide capital to new customers isn’t so different from offering vendor debt financing for hardware purchases—as IBM(IBM) and HP Enterprise (HPE) do—or from running robust venture capital programs, as do Intel(INTC) and Salesforce.com(CRM).\nEven so, it makes some analysts squeamish. “While we don’t oppose thinking outside the box, we think the strategy may have been taken too far, particularly with software contracts that appear to be negotiated alongside an investment by Palantir in the same customer,” Citi’s Tyler Radke wrote in a recent research note.\nThe outside-the-box strategy goes beyond SPACs. This past week, Palantir disclosed that it had purchased $50.7 million worth of 100-ounce gold bars—a pretty strange move, even for Palantir. I ran a text search in the SEC’s database looking for references to gold bars, and found only references to other gold companies. The move makes Tesla’s(TSLA) Bitcoin purchases seem mundane.\nThe fact that Palantir decided to buy physical gold, rather than, say, the SPDR Gold Shares ETF (GLD), makes it odder still. Palatnir ends up looking like the corporate equivalent of a doomsday prepper. I tried to follow-up with Karp to ask about the sudden interest in gold, but Palantir declined to make him available.\nOne analyst who follows the company told me that the SPAC program and the foray into gold make Palantir a hard sell for institutional investors. You can see that in the shareholder base. Institutions hold only 25% of Palantir shares—compared with Oracle’s(ORCL) 46%,Snowflake’s(SNOW) 58%, and Microsoft’s(MSFT) 71%.\nBut the same analyst is still bullish on Palantir and says it offers “a very interesting set of solutions to buyers that require scale and sophistication.”\nPalantir has a fanatical following among individual investors, and the company is playing to its fans. During its June-quarter earnings call, Palantir took nine questions from retail investors and just four from analysts.\nOn traditional metrics, Palantir isn’t cheap. The stock trades for 25 times estimated 2022 sales. But strip away the craziness, and Palantir looks like the single best bet on the future of complex data analytics. There aren’t many other ways for investors to play the opportunity—and the world isn’t getting any simpler or less dangerous.","news_type":1},"isVote":1,"tweetType":1,"viewCount":82,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":839131860,"gmtCreate":1629125626550,"gmtModify":1676529940088,"author":{"id":"3581223392197361","authorId":"3581223392197361","name":"Mikaelocw","avatar":"https://static.tigerbbs.com/b3e8a5faf492b06ffc4615e2014a0a51","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/839131860","repostId":"1137961734","repostType":4,"repost":{"id":"1137961734","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":1629122094,"share":"https://www.laohu8.com/m/news/1137961734?lang=&edition=full","pubTime":"2021-08-16 21:54","market":"us","language":"en","title":"Apple shares reached record high at $150.59 in early trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1137961734","media":"Tiger Newspress","summary":"(Aug 16)&nbsp;Apple shares reached record high at $150.59 in early trading.","content":"<p>(Aug 16)&nbsp;Apple shares reached record high at $150.59 in early trading.</p>\n<p><img src=\"https://static.tigerbbs.com/b2b9a9a385ae4e2c77588a61ab15011b\" tg-width=\"1080\" tg-height=\"1868\" referrerpolicy=\"no-referrer\"></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>Apple shares reached record high at $150.59 in early 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\">\nApple shares reached record high at $150.59 in early 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\">2021-08-16 21:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(Aug 16)&nbsp;Apple shares reached record high at $150.59 in early trading.</p>\n<p><img src=\"https://static.tigerbbs.com/b2b9a9a385ae4e2c77588a61ab15011b\" tg-width=\"1080\" tg-height=\"1868\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137961734","content_text":"(Aug 16) Apple shares reached record high at $150.59 in early trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":152,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":897176233,"gmtCreate":1628902972722,"gmtModify":1676529888506,"author":{"id":"3581223392197361","authorId":"3581223392197361","name":"Mikaelocw","avatar":"https://static.tigerbbs.com/b3e8a5faf492b06ffc4615e2014a0a51","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/897176233","repostId":"2159910213","repostType":4,"isVote":1,"tweetType":1,"viewCount":171,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":892035041,"gmtCreate":1628609894883,"gmtModify":1676529797584,"author":{"id":"3581223392197361","authorId":"3581223392197361","name":"Mikaelocw","avatar":"https://static.tigerbbs.com/b3e8a5faf492b06ffc4615e2014a0a51","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Like&nbsp;","listText":"Like&nbsp;","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/892035041","repostId":"1132796864","repostType":4,"repost":{"id":"1132796864","pubTimestamp":1628608992,"share":"https://www.laohu8.com/m/news/1132796864?lang=&edition=full","pubTime":"2021-08-10 23:23","market":"us","language":"en","title":"Coinbase's Head Of Capital Markets Resigns After Crypto Exchange Reportedly Shifts Focus","url":"https://stock-news.laohu8.com/highlight/detail?id=1132796864","media":"Benzinga","summary":"Brett Redfearn, who headed capital markets at Coinbase Global Inc(NASDAQ:COIN), has resigned from hi","content":"<p>Brett Redfearn, who headed capital markets at&nbsp;<b>Coinbase Global Inc</b>(NASDAQ:COIN), has resigned from his position at the crypto exchange.</p>\n<p><b>What Happened:</b>According to a report from theWall Street Journal, people familiar with the matter disclosed that his reasons for leaving Coinbase had to do with the crypto-exchange shifting its focus away from digital asset securities.</p>\n<p>Redfearn was one of Coinbase’s most high-profile hires, having served as the former director of trading and markets at the United States Securities and Exchange Commission (SEC) before joining the crypto exchange.</p>\n<p>The executive joined Coinbase’s ranks just two weeks before the exchange’s public listing.</p>\n<p>Ablog postfrom Coinbase’s Chief Product Officer Surojit Chatterjee in March described Redfearn’s role at the company as the person responsible for defining and driving a vision and strategy to set the global standard for crypto capital markets, including digital asset securities and its crypto trading platform.</p>\n<p>“I believe that a digitized trading ecosystem can help democratize retail investors’ ability to access our capital markets on a fair and level playing field. I also believe that instantaneous settlement will eventually be possible, which could ameliorate capital requirements and improve market liquidity,” said Redfearn at the time.</p>\n<p>Now, in just four months since he assumed the role of Vice President of Capital Markets at Coinbase, Redfearn appears to have resigned.</p>\n<p><b>Price Action:</b>Coinbase shares were trading 5.16% lower, at&nbsp;$2650.47 at press time.</p>\n<p>Shares of the crypto exchange moved in tandem with crypto markets&nbsp;that reached $1.9 trillion for the first time since prices crashed in May.</p>\n<p>At press time, the market-leading cryptocurrency&nbsp;<b>Bitcoin</b>(CRYPTO: BTC) traded at $45,410, gaining as much as 17.84% over the past week.</p>\n<p></p>","source":"lsy1606299360108","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's Head Of Capital Markets Resigns After Crypto Exchange Reportedly Shifts Focus</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's Head Of Capital Markets Resigns After Crypto Exchange Reportedly Shifts Focus\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-10 23:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/markets/cryptocurrency/21/08/22417307/coinbases-head-of-capital-markets-resigns-after-crypto-exchange-reportedly-shifts-focus><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Brett Redfearn, who headed capital markets at Coinbase Global Inc(NASDAQ:COIN), has resigned from his position at the crypto exchange.\nWhat Happened:According to a report from theWall Street Journal, ...</p>\n\n<a href=\"https://www.benzinga.com/markets/cryptocurrency/21/08/22417307/coinbases-head-of-capital-markets-resigns-after-crypto-exchange-reportedly-shifts-focus\">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://www.benzinga.com/markets/cryptocurrency/21/08/22417307/coinbases-head-of-capital-markets-resigns-after-crypto-exchange-reportedly-shifts-focus","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132796864","content_text":"Brett Redfearn, who headed capital markets at Coinbase Global Inc(NASDAQ:COIN), has resigned from his position at the crypto exchange.\nWhat Happened:According to a report from theWall Street Journal, people familiar with the matter disclosed that his reasons for leaving Coinbase had to do with the crypto-exchange shifting its focus away from digital asset securities.\nRedfearn was one of Coinbase’s most high-profile hires, having served as the former director of trading and markets at the United States Securities and Exchange Commission (SEC) before joining the crypto exchange.\nThe executive joined Coinbase’s ranks just two weeks before the exchange’s public listing.\nAblog postfrom Coinbase’s Chief Product Officer Surojit Chatterjee in March described Redfearn’s role at the company as the person responsible for defining and driving a vision and strategy to set the global standard for crypto capital markets, including digital asset securities and its crypto trading platform.\n“I believe that a digitized trading ecosystem can help democratize retail investors’ ability to access our capital markets on a fair and level playing field. I also believe that instantaneous settlement will eventually be possible, which could ameliorate capital requirements and improve market liquidity,” said Redfearn at the time.\nNow, in just four months since he assumed the role of Vice President of Capital Markets at Coinbase, Redfearn appears to have resigned.\nPrice Action:Coinbase shares were trading 5.16% lower, at $2650.47 at press time.\nShares of the crypto exchange moved in tandem with crypto markets that reached $1.9 trillion for the first time since prices crashed in May.\nAt press time, the market-leading cryptocurrency Bitcoin(CRYPTO: BTC) traded at $45,410, gaining as much as 17.84% over the past week.","news_type":1},"isVote":1,"tweetType":1,"viewCount":156,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":898101586,"gmtCreate":1628476078145,"gmtModify":1703506661667,"author":{"id":"3581223392197361","authorId":"3581223392197361","name":"Mikaelocw","avatar":"https://static.tigerbbs.com/b3e8a5faf492b06ffc4615e2014a0a51","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Comment and like ya","listText":"Comment and like ya","text":"Comment and like ya","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/898101586","repostId":"1161520384","repostType":4,"isVote":1,"tweetType":1,"viewCount":156,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3579150819625638","authorId":"3579150819625638","name":"gorgonzola","avatar":"https://static.tigerbbs.com/1c98c4db336df9bf3de0d2833d8ff0cf","crmLevel":2,"crmLevelSwitch":0},"content":"done. plse like back. thanks!","text":"done. plse like back. thanks!","html":"done. plse like back. thanks!"}],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":835709232,"gmtCreate":1629737421626,"gmtModify":1676530117514,"author":{"id":"3581223392197361","authorId":"3581223392197361","name":"Mikaelocw","avatar":"https://static.tigerbbs.com/b3e8a5faf492b06ffc4615e2014a0a51","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Like and comment. Thanks&nbsp;","listText":"Like and comment. Thanks&nbsp;","text":"Like and comment. Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/835709232","repostId":"1179203616","repostType":4,"repost":{"id":"1179203616","pubTimestamp":1629732335,"share":"https://www.laohu8.com/m/news/1179203616?lang=&edition=full","pubTime":"2021-08-23 23:25","market":"us","language":"en","title":"Palantir Is an Enigma. The Opportunity in Its Stock Is Far More Clear.","url":"https://stock-news.laohu8.com/highlight/detail?id=1179203616","media":"Barrons","summary":"Palantir Technologies is one of the world’s quirkiest tech companies, and last week the story got we","content":"<p>Palantir Technologies is one of the world’s quirkiest tech companies, and last week the story got weirder than ever. But beneath the surface, there’s an oddly compelling case for the business and the stock.</p>\n<p>Palantir (ticker: PLTR) provides data analytics software to both commercial and government clients. The 18-year-old company has two primary platforms—Gotham, for government applications, and Foundry, for commercial customers. Palantir has a long history of serving U.S. military and intelligence agencies, but lately it’s&nbsp;been building out its sales team to bulk up its commercial business. That plan seems to be getting traction.</p>\n<p>Palantir went public in a direct listing last September, with the stock&nbsp;opening at $10. It’s since taken shareholders on a wild ride, trading as high as $45 earlier this year. It’s now around $25, still up 150% from listing day.</p>\n<p>In its&nbsp;recently reported June quarter, Palantir posted revenue of $376 million, up 49% from the year-earlier level. The company got a big boost from its U.S. commercial business, which grew 90%. Palantir sees September quarter revenue inching up to $385 million, and it continues to forecast annual top-line growth of 30%-plus through 2025.</p>\n<p>But the core story gets lost in the noise—Palantir seems to thrive on controversy. Almost everything it does is outside the box. Before last year’s stock listing, Palantir quietly moved its headquarters to Denver from Palo Alto. The reasoning boils down to politics.</p>\n<p>“When we started the company in 2004, the idea was to bring world-class software to our intelligence and military communities,” Palantir CEO Alex Karp&nbsp;told me in a June interview. “Numerous companies in Silicon Valley have refused either overtly, tacitly, or by dragging their feet, to work with the U.S. government. … I believe in general there’s a choice to be made in the world, and America has serious, rigorous, intelligent, and sometimes ruthless adversaries.”</p>\n<p>Palantir has also been doing unusual things with the $2.4 billion in cash on its balance sheet. The company is&nbsp;aggressively investing in PIPEs, or private investments in public equities, which are used in almost every SPAC merger to increase the capital raised. Palantir has&nbsp;committed $310 million across more than a dozen SPACs, or special purpose acquisition companies, according to its latest SEC filing. It’s completed $33 million of equity investments across three other companies.</p>\n<p></p>\n<p>The most recent tranche includes $20 million for Fast Radius, which offers a “cloud manufacturing platform;” $15 million for Tritium, a developer of electric vehicle chargers; $15 million for AdTheorent, which sells advertising software driven by machine learning; and $10 million for FinAccel, an Asian financial-services company.</p>\n<p>All the targets have signed up to be Palantir customers. As of June 30, Palantir said it had commercial contracts with its SPAC portfolio companies with a potential value of $428 million; the revenue contribution in the latest quarter was just $3 million, or less than 1% of the total.</p>\n<p>SPACs are a highly speculative place for a public company to be parking its cash. But I’d argue that Palantir’s decision to provide capital to new customers isn’t so different from offering vendor debt financing for hardware purchases—as&nbsp;IBM(IBM) and HP Enterprise (HPE) do—or from running robust venture capital programs, as do&nbsp;Intel(INTC) and&nbsp;Salesforce.com(CRM).</p>\n<p>Even so, it makes some analysts squeamish. “While we don’t oppose thinking outside the box, we think the strategy may have been taken too far, particularly with software contracts that appear to be negotiated alongside an investment by Palantir in the same customer,” Citi’s Tyler Radke wrote in a recent research note.</p>\n<p>The outside-the-box strategy goes beyond SPACs. This past week, Palantir disclosed that it had purchased $50.7 million worth of 100-ounce gold bars—a pretty strange move, even for Palantir. I ran a text search in the SEC’s database looking for references to gold bars, and found only references to other gold companies. The move makes&nbsp;Tesla’s(TSLA) Bitcoin purchases seem mundane.</p>\n<p>The fact that Palantir decided to buy physical gold, rather than, say, the&nbsp;SPDR Gold Shares&nbsp;ETF (GLD), makes it odder still. Palatnir ends up looking like the corporate equivalent of a doomsday prepper. I tried to follow-up with Karp to ask about the sudden interest in gold, but Palantir declined to make him available.</p>\n<p>One analyst who follows the company told me that the SPAC program and the foray into gold make Palantir a hard sell for institutional investors. You can see that in the shareholder base. Institutions hold only 25% of Palantir shares—compared with&nbsp;Oracle’s(ORCL) 46%,Snowflake’s(SNOW) 58%, and&nbsp;Microsoft’s(MSFT) 71%.</p>\n<p>But the same analyst is still bullish on Palantir and says it offers “a very interesting set of solutions to buyers that require scale and sophistication.”</p>\n<p>Palantir has a fanatical following among individual investors, and the company is playing to its fans. During its June-quarter earnings call, Palantir took nine questions from retail investors and just four from analysts.</p>\n<p>On traditional metrics, Palantir isn’t cheap. The stock trades for 25 times estimated 2022 sales. But strip away the craziness, and Palantir looks like the single best bet on the future of complex data analytics. There aren’t many other ways for investors to play the opportunity—and the world isn’t getting any simpler or less dangerous.</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>Palantir Is an Enigma. The Opportunity in Its Stock Is Far More Clear.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir Is an Enigma. The Opportunity in Its Stock Is Far More Clear.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-23 23:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/palantir-stock-spacs-gold-51629497963?mod=hp_LEADSUPP_3><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Palantir Technologies is one of the world’s quirkiest tech companies, and last week the story got weirder than ever. But beneath the surface, there’s an oddly compelling case for the business and the ...</p>\n\n<a href=\"https://www.barrons.com/articles/palantir-stock-spacs-gold-51629497963?mod=hp_LEADSUPP_3\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://www.barrons.com/articles/palantir-stock-spacs-gold-51629497963?mod=hp_LEADSUPP_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179203616","content_text":"Palantir Technologies is one of the world’s quirkiest tech companies, and last week the story got weirder than ever. But beneath the surface, there’s an oddly compelling case for the business and the stock.\nPalantir (ticker: PLTR) provides data analytics software to both commercial and government clients. The 18-year-old company has two primary platforms—Gotham, for government applications, and Foundry, for commercial customers. Palantir has a long history of serving U.S. military and intelligence agencies, but lately it’s been building out its sales team to bulk up its commercial business. That plan seems to be getting traction.\nPalantir went public in a direct listing last September, with the stock opening at $10. It’s since taken shareholders on a wild ride, trading as high as $45 earlier this year. It’s now around $25, still up 150% from listing day.\nIn its recently reported June quarter, Palantir posted revenue of $376 million, up 49% from the year-earlier level. The company got a big boost from its U.S. commercial business, which grew 90%. Palantir sees September quarter revenue inching up to $385 million, and it continues to forecast annual top-line growth of 30%-plus through 2025.\nBut the core story gets lost in the noise—Palantir seems to thrive on controversy. Almost everything it does is outside the box. Before last year’s stock listing, Palantir quietly moved its headquarters to Denver from Palo Alto. The reasoning boils down to politics.\n“When we started the company in 2004, the idea was to bring world-class software to our intelligence and military communities,” Palantir CEO Alex Karp told me in a June interview. “Numerous companies in Silicon Valley have refused either overtly, tacitly, or by dragging their feet, to work with the U.S. government. … I believe in general there’s a choice to be made in the world, and America has serious, rigorous, intelligent, and sometimes ruthless adversaries.”\nPalantir has also been doing unusual things with the $2.4 billion in cash on its balance sheet. The company is aggressively investing in PIPEs, or private investments in public equities, which are used in almost every SPAC merger to increase the capital raised. Palantir has committed $310 million across more than a dozen SPACs, or special purpose acquisition companies, according to its latest SEC filing. It’s completed $33 million of equity investments across three other companies.\n\nThe most recent tranche includes $20 million for Fast Radius, which offers a “cloud manufacturing platform;” $15 million for Tritium, a developer of electric vehicle chargers; $15 million for AdTheorent, which sells advertising software driven by machine learning; and $10 million for FinAccel, an Asian financial-services company.\nAll the targets have signed up to be Palantir customers. As of June 30, Palantir said it had commercial contracts with its SPAC portfolio companies with a potential value of $428 million; the revenue contribution in the latest quarter was just $3 million, or less than 1% of the total.\nSPACs are a highly speculative place for a public company to be parking its cash. But I’d argue that Palantir’s decision to provide capital to new customers isn’t so different from offering vendor debt financing for hardware purchases—as IBM(IBM) and HP Enterprise (HPE) do—or from running robust venture capital programs, as do Intel(INTC) and Salesforce.com(CRM).\nEven so, it makes some analysts squeamish. “While we don’t oppose thinking outside the box, we think the strategy may have been taken too far, particularly with software contracts that appear to be negotiated alongside an investment by Palantir in the same customer,” Citi’s Tyler Radke wrote in a recent research note.\nThe outside-the-box strategy goes beyond SPACs. This past week, Palantir disclosed that it had purchased $50.7 million worth of 100-ounce gold bars—a pretty strange move, even for Palantir. I ran a text search in the SEC’s database looking for references to gold bars, and found only references to other gold companies. The move makes Tesla’s(TSLA) Bitcoin purchases seem mundane.\nThe fact that Palantir decided to buy physical gold, rather than, say, the SPDR Gold Shares ETF (GLD), makes it odder still. Palatnir ends up looking like the corporate equivalent of a doomsday prepper. I tried to follow-up with Karp to ask about the sudden interest in gold, but Palantir declined to make him available.\nOne analyst who follows the company told me that the SPAC program and the foray into gold make Palantir a hard sell for institutional investors. You can see that in the shareholder base. Institutions hold only 25% of Palantir shares—compared with Oracle’s(ORCL) 46%,Snowflake’s(SNOW) 58%, and Microsoft’s(MSFT) 71%.\nBut the same analyst is still bullish on Palantir and says it offers “a very interesting set of solutions to buyers that require scale and sophistication.”\nPalantir has a fanatical following among individual investors, and the company is playing to its fans. During its June-quarter earnings call, Palantir took nine questions from retail investors and just four from analysts.\nOn traditional metrics, Palantir isn’t cheap. The stock trades for 25 times estimated 2022 sales. But strip away the craziness, and Palantir looks like the single best bet on the future of complex data analytics. There aren’t many other ways for investors to play the opportunity—and the world isn’t getting any simpler or less dangerous.","news_type":1},"isVote":1,"tweetType":1,"viewCount":82,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":184240053,"gmtCreate":1623716960172,"gmtModify":1704209306903,"author":{"id":"3581223392197361","authorId":"3581223392197361","name":"Mikaelocw","avatar":"https://static.tigerbbs.com/b3e8a5faf492b06ffc4615e2014a0a51","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Like and comment please. Will reply&nbsp;","listText":"Like and comment please. Will reply&nbsp;","text":"Like and comment please. Will reply","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/184240053","repostId":"2143738496","repostType":4,"repost":{"id":"2143738496","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":1623713480,"share":"https://www.laohu8.com/m/news/2143738496?lang=&edition=full","pubTime":"2021-06-15 07:31","market":"us","language":"en","title":"AMC jumped more than 15%, other 'meme stocks' mixed","url":"https://stock-news.laohu8.com/highlight/detail?id=2143738496","media":"Reuters","summary":"June 14  - Shares of AMC Entertainment Holdings shot higher on Monday, setting the stage for another week of roller-coaster trading in shares of the theater chain operator and other retail investor favorites.AMC’s shares were recently up 15.38% at around $57 after edging 3% higher last week. The company said in a filing last week that over 80% of its shares were held by retail investors.Rallies in AMC and video game retailer GameStop, as well as a fresh crop of so-called meme stocks - companies ","content":"<p>June 14 (Reuters) - Shares of AMC Entertainment Holdings&nbsp;shot higher on Monday, setting the stage for another week of roller-coaster trading in shares of the theater chain operator and other retail investor favorites.</p>\n<p>AMC’s shares were recently up 15.38% at around $57 after edging 3% higher last week. The company said in a filing last week that over 80% of its shares were held by retail investors.</p>\n<p>Rallies in AMC and video game retailer GameStop, as well as a fresh crop of so-called meme stocks - companies popular with retail investors congregating on forums such as Reddit’s WallStreetBets - have breathed fresh life into a frenzy that first garnered widespread attention in January, when an unwind of bearish bets helped send GameStop’s shares up more than 1,600% that month.</p>\n<p>Billionaire investor Paul Tudor Jones of Tudor Investment Corp told CNBC on Monday that the “craziest mix of fiscal and monetary policy” has helped fuel the blistering rallies in some meme stocks as well as other assets, such as special purpose acquisition companies, or SPACs.</p>\n<p>\"Things are absolutely bat-s crazy and at some point you have to say, 'slow down, let's get back in the lanes and we'll drive like we used to,\" Tudor Jones said on CNBC.</p>\n<p>GameStop’s shares were recently down nearly 2% but are up 1,100% this year, while AMC’s have risen around 2,589%.</p>\n<p>AMC options volume was brisk, with 630,000 contracts traded by 11:40 a.m. (1540 GMT), Trade Alert data showed. Options that expire on Friday made up nearly 40% of the trading, with call options that make money if AMC shares rise north of $55, $60 and $70 trading in heavy volume.</p>\n<p>Investors were also focused on vaccine developers, with shares of Novovax experiencing sharp swings after the company reported late-stage data from a U.S.-based clinical trial showing its vaccine was more than 90% effective against COVID-19 across a variety of variants of the virus. </p>\n<p>The company’s shares had reversed early gains and were recently down about 1% at $207.71 after approaching $230 earlier in the session.</p>\n<p>Meanwhile, shares of gaming equipment maker Corsair Gaming Inc jumped by 11%. The company - which has a short interest of 18.25% of free float, according to Refinitiv data - was the top trending stock on Stocktwits earlier on Monday, with a 26.9% jump in message volume.</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>AMC jumped more than 15%, other 'meme stocks' mixed</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\">\nAMC jumped more than 15%, other 'meme stocks' mixed\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\">2021-06-15 07:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>June 14 (Reuters) - Shares of AMC Entertainment Holdings&nbsp;shot higher on Monday, setting the stage for another week of roller-coaster trading in shares of the theater chain operator and other retail investor favorites.</p>\n<p>AMC’s shares were recently up 15.38% at around $57 after edging 3% higher last week. The company said in a filing last week that over 80% of its shares were held by retail investors.</p>\n<p>Rallies in AMC and video game retailer GameStop, as well as a fresh crop of so-called meme stocks - companies popular with retail investors congregating on forums such as Reddit’s WallStreetBets - have breathed fresh life into a frenzy that first garnered widespread attention in January, when an unwind of bearish bets helped send GameStop’s shares up more than 1,600% that month.</p>\n<p>Billionaire investor Paul Tudor Jones of Tudor Investment Corp told CNBC on Monday that the “craziest mix of fiscal and monetary policy” has helped fuel the blistering rallies in some meme stocks as well as other assets, such as special purpose acquisition companies, or SPACs.</p>\n<p>\"Things are absolutely bat-s crazy and at some point you have to say, 'slow down, let's get back in the lanes and we'll drive like we used to,\" Tudor Jones said on CNBC.</p>\n<p>GameStop’s shares were recently down nearly 2% but are up 1,100% this year, while AMC’s have risen around 2,589%.</p>\n<p>AMC options volume was brisk, with 630,000 contracts traded by 11:40 a.m. (1540 GMT), Trade Alert data showed. Options that expire on Friday made up nearly 40% of the trading, with call options that make money if AMC shares rise north of $55, $60 and $70 trading in heavy volume.</p>\n<p>Investors were also focused on vaccine developers, with shares of Novovax experiencing sharp swings after the company reported late-stage data from a U.S.-based clinical trial showing its vaccine was more than 90% effective against COVID-19 across a variety of variants of the virus. </p>\n<p>The company’s shares had reversed early gains and were recently down about 1% at $207.71 after approaching $230 earlier in the session.</p>\n<p>Meanwhile, shares of gaming equipment maker Corsair Gaming Inc jumped by 11%. The company - which has a short interest of 18.25% of free float, according to Refinitiv data - was the top trending stock on Stocktwits earlier on Monday, with a 26.9% jump in message volume.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GME":"游戏驿站","AMC":"AMC院线","GEO":"GEO惩教集团","CLOV":"Clover Health Corp","NVAX":"诺瓦瓦克斯医药","CRSR":"Corsair Gaming, Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2143738496","content_text":"June 14 (Reuters) - Shares of AMC Entertainment Holdings shot higher on Monday, setting the stage for another week of roller-coaster trading in shares of the theater chain operator and other retail investor favorites.\nAMC’s shares were recently up 15.38% at around $57 after edging 3% higher last week. The company said in a filing last week that over 80% of its shares were held by retail investors.\nRallies in AMC and video game retailer GameStop, as well as a fresh crop of so-called meme stocks - companies popular with retail investors congregating on forums such as Reddit’s WallStreetBets - have breathed fresh life into a frenzy that first garnered widespread attention in January, when an unwind of bearish bets helped send GameStop’s shares up more than 1,600% that month.\nBillionaire investor Paul Tudor Jones of Tudor Investment Corp told CNBC on Monday that the “craziest mix of fiscal and monetary policy” has helped fuel the blistering rallies in some meme stocks as well as other assets, such as special purpose acquisition companies, or SPACs.\n\"Things are absolutely bat-s crazy and at some point you have to say, 'slow down, let's get back in the lanes and we'll drive like we used to,\" Tudor Jones said on CNBC.\nGameStop’s shares were recently down nearly 2% but are up 1,100% this year, while AMC’s have risen around 2,589%.\nAMC options volume was brisk, with 630,000 contracts traded by 11:40 a.m. (1540 GMT), Trade Alert data showed. Options that expire on Friday made up nearly 40% of the trading, with call options that make money if AMC shares rise north of $55, $60 and $70 trading in heavy volume.\nInvestors were also focused on vaccine developers, with shares of Novovax experiencing sharp swings after the company reported late-stage data from a U.S.-based clinical trial showing its vaccine was more than 90% effective against COVID-19 across a variety of variants of the virus. \nThe company’s shares had reversed early gains and were recently down about 1% at $207.71 after approaching $230 earlier in the session.\nMeanwhile, shares of gaming equipment maker Corsair Gaming Inc jumped by 11%. The company - which has a short interest of 18.25% of free float, according to Refinitiv data - was the top trending stock on Stocktwits earlier on Monday, with a 26.9% jump in message volume.","news_type":1},"isVote":1,"tweetType":1,"viewCount":40,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3576220386239608","authorId":"3576220386239608","name":"TTH4Legs","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"content":"Done. pls reply","text":"Done. pls reply","html":"Done. pls reply"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":881315532,"gmtCreate":1631291949526,"gmtModify":1676530522872,"author":{"id":"3581223392197361","authorId":"3581223392197361","name":"Mikaelocw","avatar":"https://static.tigerbbs.com/b3e8a5faf492b06ffc4615e2014a0a51","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Like and comment pls&nbsp;","listText":"Like and comment pls&nbsp;","text":"Like and comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/881315532","repostId":"1117851011","repostType":4,"repost":{"id":"1117851011","pubTimestamp":1631237804,"share":"https://www.laohu8.com/m/news/1117851011?lang=&edition=full","pubTime":"2021-09-10 09:36","market":"us","language":"en","title":"Cathie Wood’s Ark Invest Sells $110 Million In Tesla Stock As Insiders Also Dump Shares","url":"https://stock-news.laohu8.com/highlight/detail?id=1117851011","media":"Forbes","summary":"TOPLINE\nArk Invest, the New York City investment firm founded by famed Wall Street stock-picker Cath","content":"<p><b>TOPLINE</b></p>\n<p>Ark Invest, the New York City investment firm founded by famed Wall Street stock-picker Cathie Wood, sold off a massive stake in Tesla on Wednesday, joining a crop of insiders in cashing out of shares this week as the stock recovers from its lackluster performance this year.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fc103935157e669bd98f2c9995a47698\" tg-width=\"960\" tg-height=\"540\" width=\"100%\" height=\"auto\"><span>Famed Wall Street money manager Cathie Wood has previously said the electric-vehicle company could ... [+] ELI WARREN FOR FORBES</span></p>\n<p><b>KEY FACTS</b></p>\n<p>According to Ark's daily transaction reports, three of the firm's funds, includings its flagship Ark Innovation ETF, sold a combined 142,708 shares of Tesla on Wednesday, representing a stake worth about $108 million and adding to separate sales of about $166 million since late July.</p>\n<p>The newest transactions come just days after Wood touted Tesla's success and gave shares a price target of $3,000 (nearly 300% more than current levels) in aninterviewwith Yahoo! Finance, saying the company's growing market share makes it poised to benefit from a nearly 18-fold increase in electric-vehicle sales by 2025.</p>\n<p>Though they've climbed about 6% over the last month, shares of Tesla, priced at about $757.50, are down nearly 15% from an all-time high in January.</p>\n<p>Meanwhile, Wood isn't alone among noteworthy Tesla investors selling off shares after the recent runup in prices: Three company officers, including two c-suite executives, sold about $4 million worth of stock in a series of transactions this week, according toregulatory filings.</p>\n<p>Ark and Tesla did not immediately respond to Forbes' requests for comment.</p>\n<p><b>SURPRISING FACT</b></p>\n<p>Though Wood is notably bullish on Tesla, the consensus on Wall Street doesn't reflect the same lofty expectations. According to Bloomberg data, the average analyst price target for Tesla shares is $701, suggesting shares could fall 8% over the next year.</p>\n<p><b>KEY BACKGROUND</b></p>\n<p>In the past, Wood has said Ark likes to trade around Tesla's outsized volatility, taking advantage of low prices to buy, and selling when she feels prices could take a hit. \"When we feel like analysts are hyperventilating about a stock—including Tesla—we naturally just take profits because we know we’re going to get another opportunity associated with controversy to buy the stock lower,” Woodsaidlast year after a wave of selling. Despite the recent sales, Tesla still makes up nearly 11% of Ark's flagship fund, which holds about 3.1 million shares worth a staggering $2.3 billion and alsoownsoutsized stakes in Coinbase, Zoom Video Communications and Spotify. On Wednesday, Ark also sold shares of chipmakers Nvidia and NXP Semiconductors, while picking up stock in software firm UiPath, real estate website Zillow and ecommerce companies Etsy and JD.com.</p>\n<p><b>TANGENT</b></p>\n<p>Technology stocks led the market's rally last year, generatingmassivereturns for tech-heavy investors like Ark. Starting this spring, however, accelerating economic growth and the threat ofrising interest ratesspurred a stock-market rotation away from growth stocks, like those in tech, to cyclical and value-leaning slices of the market that struggled during the pandemic (like energy and financials). Despite skyrocketing nearly 90% over the past year, the ARK Innovation ETF is up only 5% this year.</p>","source":"fors","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>Cathie Wood’s Ark Invest Sells $110 Million In Tesla Stock As Insiders Also Dump Shares</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\">\nCathie Wood’s Ark Invest Sells $110 Million In Tesla Stock As Insiders Also Dump Shares\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-10 09:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.forbes.com/sites/jonathanponciano/2021/09/09/cathie-woods-ark-invest-sells-110-million-in-tesla-stock-as-insiders-also-dump-shares/?sh=64a3239aed57><strong>Forbes</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>TOPLINE\nArk Invest, the New York City investment firm founded by famed Wall Street stock-picker Cathie Wood, sold off a massive stake in Tesla on Wednesday, joining a crop of insiders in cashing out ...</p>\n\n<a href=\"https://www.forbes.com/sites/jonathanponciano/2021/09/09/cathie-woods-ark-invest-sells-110-million-in-tesla-stock-as-insiders-also-dump-shares/?sh=64a3239aed57\">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.forbes.com/sites/jonathanponciano/2021/09/09/cathie-woods-ark-invest-sells-110-million-in-tesla-stock-as-insiders-also-dump-shares/?sh=64a3239aed57","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117851011","content_text":"TOPLINE\nArk Invest, the New York City investment firm founded by famed Wall Street stock-picker Cathie Wood, sold off a massive stake in Tesla on Wednesday, joining a crop of insiders in cashing out of shares this week as the stock recovers from its lackluster performance this year.\nFamed Wall Street money manager Cathie Wood has previously said the electric-vehicle company could ... [+] ELI WARREN FOR FORBES\nKEY FACTS\nAccording to Ark's daily transaction reports, three of the firm's funds, includings its flagship Ark Innovation ETF, sold a combined 142,708 shares of Tesla on Wednesday, representing a stake worth about $108 million and adding to separate sales of about $166 million since late July.\nThe newest transactions come just days after Wood touted Tesla's success and gave shares a price target of $3,000 (nearly 300% more than current levels) in aninterviewwith Yahoo! Finance, saying the company's growing market share makes it poised to benefit from a nearly 18-fold increase in electric-vehicle sales by 2025.\nThough they've climbed about 6% over the last month, shares of Tesla, priced at about $757.50, are down nearly 15% from an all-time high in January.\nMeanwhile, Wood isn't alone among noteworthy Tesla investors selling off shares after the recent runup in prices: Three company officers, including two c-suite executives, sold about $4 million worth of stock in a series of transactions this week, according toregulatory filings.\nArk and Tesla did not immediately respond to Forbes' requests for comment.\nSURPRISING FACT\nThough Wood is notably bullish on Tesla, the consensus on Wall Street doesn't reflect the same lofty expectations. According to Bloomberg data, the average analyst price target for Tesla shares is $701, suggesting shares could fall 8% over the next year.\nKEY BACKGROUND\nIn the past, Wood has said Ark likes to trade around Tesla's outsized volatility, taking advantage of low prices to buy, and selling when she feels prices could take a hit. \"When we feel like analysts are hyperventilating about a stock—including Tesla—we naturally just take profits because we know we’re going to get another opportunity associated with controversy to buy the stock lower,” Woodsaidlast year after a wave of selling. Despite the recent sales, Tesla still makes up nearly 11% of Ark's flagship fund, which holds about 3.1 million shares worth a staggering $2.3 billion and alsoownsoutsized stakes in Coinbase, Zoom Video Communications and Spotify. On Wednesday, Ark also sold shares of chipmakers Nvidia and NXP Semiconductors, while picking up stock in software firm UiPath, real estate website Zillow and ecommerce companies Etsy and JD.com.\nTANGENT\nTechnology stocks led the market's rally last year, generatingmassivereturns for tech-heavy investors like Ark. Starting this spring, however, accelerating economic growth and the threat ofrising interest ratesspurred a stock-market rotation away from growth stocks, like those in tech, to cyclical and value-leaning slices of the market that struggled during the pandemic (like energy and financials). Despite skyrocketing nearly 90% over the past year, the ARK Innovation ETF is up only 5% this year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":434,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":141430965,"gmtCreate":1625884087157,"gmtModify":1703750405466,"author":{"id":"3581223392197361","authorId":"3581223392197361","name":"Mikaelocw","avatar":"https://static.tigerbbs.com/b3e8a5faf492b06ffc4615e2014a0a51","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/141430965","repostId":"1195812364","repostType":4,"repost":{"id":"1195812364","pubTimestamp":1625875523,"share":"https://www.laohu8.com/m/news/1195812364?lang=&edition=full","pubTime":"2021-07-10 08:05","market":"us","language":"en","title":"US IPO Week Ahead: Real estate, post-pandemic plays and more in an 9 IPO week","url":"https://stock-news.laohu8.com/highlight/detail?id=1195812364","media":"Renaissance Capital","summary":"Italian drug container supplier Stevanato Group plans to raise $900 million at a $6.8 billion market cap. Controlled by its founding family, the profitable company supplies glass vials, syringes, and other medical-grade containers to more than 700 customers, including 41 of the top 50 pharmaceutical companies.Shopping center REIT Phillips Edison & Company plans to raise $502 million at a $3.7 billion market cap. This REIT owns equity interests in 300 shopping centers across the US, focusing on l","content":"<p>After a slow holiday week, nine IPOs are scheduled to raise over $3 billion in the week ahead.</p>\n<p>Italian drug container supplier&nbsp;<b>Stevanato Group</b>(STVN) plans to raise $900 million at a $6.8 billion market cap. Controlled by its founding family, the profitable company supplies glass vials, syringes, and other medical-grade containers to more than 700 customers, including 41 of the top 50 pharmaceutical companies.</p>\n<p>Shopping center REIT&nbsp;<b>Phillips Edison &amp; Company</b>(PECO) plans to raise $502 million at a $3.7 billion market cap. This REIT owns equity interests in 300 shopping centers across the US, focusing on locations that are anchored by grocers like Kroger and Public. It targets a 3.5% annualized yield at the midpoint.</p>\n<p>Known for its member-only luxury hotel brand Soho House,<b>Membership Collective Group</b>(MCG) plans to raise $450 at a $3.2 billion market cap. The company boasts a large and loyal member base, though it has no track record of profitability and saw revenue fall by almost half in the 1Q21.</p>\n<p>Mark Wahlberg-backed fitness franchise&nbsp;<b>F45 Training</b>(FXLV) plans to raise $325 million at a $1.5 billion market cap. Specializing in 45-minute workouts, F45 has over 1,500 studios worldwide. The company managed a 37% EBITDA in the trailing 12 months, though the company’s expected post-pandemic growth has yet to show through in the numbers.</p>\n<p>Mortgage software provider&nbsp;<b>Blend Labs</b>(BLND) plans to raise $340 million at a $4.5 billion market cap. Blend Labs provides a digital platform to financial services firms that improves the consumer experience when applying for mortgages and loans. Despite doubling revenue in 2020, the core software business is highly unprofitable due to R&amp;D and S&amp;M spend.</p>\n<p><b>Bridge Investment Group</b>(BRDG) plans to raise $300 million at a $1.8 billion market cap. This investment manager specializes in real estate equity and debt across multiple sectors. As of 3/31/2021, Bridge Investment Group has approximately $26 billion of AUM with more than 6,500 individual investors across 25 investment vehicles.</p>\n<p>Ocular medical device provider&nbsp;<b>Sight Sciences</b>(SGHT) plans to raise $150 million at a $1 billion market cap. The company develops and sells medical and surgical devices that present new treatment options for eye diseases. The highly unprofitable company showed signs of re-accelerating growth in the 1Q21 (+32%) after the pandemic delayed elective procedures in 2020.</p>\n<p>Pregnancy diagnostics company&nbsp;<b>Sera Prognostics</b>(SERA) plans to raise $75 million at a $564 million market cap. The company uses its proteomics and bioinformatics platform to develop biomarker tests aimed at improving pregnancy outcomes. Sera Prognostics’ sole commercial product, the PreTRM test, predicts the risk of a premature delivery, though it has yet to generate meaningful revenue.</p>\n<p>A hold-over from last week, early-stage kidney disease biotech&nbsp;<b>Unicycive Therapeutics</b>(UNCY) plans to raise $25 million at a $79 million market cap.</p>\n<p><img src=\"https://static.tigerbbs.com/ad3dc9b07583a28aad047e44802c899e\" tg-width=\"942\" tg-height=\"732\"></p>\n<p><b>IPO Market Snapshot</b></p>\n<p>The Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 7/8/21, the Renaissance IPO Index was down 0.8% year-to-date, while the S&amp;P 500 was up 15.0%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Snowflake (SNOW) and Palantir Technologies (PLTR). The Renaissance International IPO Index was down 5.2% year-to-date, while the ACWX was up 7.3%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Smoore International and EQT Partners.</p>","source":"lsy1603787993745","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>US IPO Week Ahead: Real estate, post-pandemic plays and more in an 9 IPO week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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\">\nUS IPO Week Ahead: Real estate, post-pandemic plays and more in an 9 IPO week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-10 08:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.renaissancecapital.com/IPO-Center/News/83879/US-IPO-Week-Ahead-Real-estate-post-pandemic-plays-and-more-in-an-9-IPO-week><strong>Renaissance Capital</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>After a slow holiday week, nine IPOs are scheduled to raise over $3 billion in the week ahead.\nItalian drug container supplier Stevanato Group(STVN) plans to raise $900 million at a $6.8 billion ...</p>\n\n<a href=\"https://www.renaissancecapital.com/IPO-Center/News/83879/US-IPO-Week-Ahead-Real-estate-post-pandemic-plays-and-more-in-an-9-IPO-week\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"FXLV":"F45 Training Holdings Inc.","BRDG":"Bridge Investment Group Holdings Inc.","PECO":"Phillips Edison & Company, Inc.","BLND":"Blend Labs, Inc.","SERA":"Sera Prognostics, Inc.",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","STVN":"Stevanato Group S.p.A.","SGHT":"Sight Sciences, Inc.",".SPX":"S&P 500 Index"},"source_url":"https://www.renaissancecapital.com/IPO-Center/News/83879/US-IPO-Week-Ahead-Real-estate-post-pandemic-plays-and-more-in-an-9-IPO-week","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195812364","content_text":"After a slow holiday week, nine IPOs are scheduled to raise over $3 billion in the week ahead.\nItalian drug container supplier Stevanato Group(STVN) plans to raise $900 million at a $6.8 billion market cap. Controlled by its founding family, the profitable company supplies glass vials, syringes, and other medical-grade containers to more than 700 customers, including 41 of the top 50 pharmaceutical companies.\nShopping center REIT Phillips Edison & Company(PECO) plans to raise $502 million at a $3.7 billion market cap. This REIT owns equity interests in 300 shopping centers across the US, focusing on locations that are anchored by grocers like Kroger and Public. It targets a 3.5% annualized yield at the midpoint.\nKnown for its member-only luxury hotel brand Soho House,Membership Collective Group(MCG) plans to raise $450 at a $3.2 billion market cap. The company boasts a large and loyal member base, though it has no track record of profitability and saw revenue fall by almost half in the 1Q21.\nMark Wahlberg-backed fitness franchise F45 Training(FXLV) plans to raise $325 million at a $1.5 billion market cap. Specializing in 45-minute workouts, F45 has over 1,500 studios worldwide. The company managed a 37% EBITDA in the trailing 12 months, though the company’s expected post-pandemic growth has yet to show through in the numbers.\nMortgage software provider Blend Labs(BLND) plans to raise $340 million at a $4.5 billion market cap. Blend Labs provides a digital platform to financial services firms that improves the consumer experience when applying for mortgages and loans. Despite doubling revenue in 2020, the core software business is highly unprofitable due to R&D and S&M spend.\nBridge Investment Group(BRDG) plans to raise $300 million at a $1.8 billion market cap. This investment manager specializes in real estate equity and debt across multiple sectors. As of 3/31/2021, Bridge Investment Group has approximately $26 billion of AUM with more than 6,500 individual investors across 25 investment vehicles.\nOcular medical device provider Sight Sciences(SGHT) plans to raise $150 million at a $1 billion market cap. The company develops and sells medical and surgical devices that present new treatment options for eye diseases. The highly unprofitable company showed signs of re-accelerating growth in the 1Q21 (+32%) after the pandemic delayed elective procedures in 2020.\nPregnancy diagnostics company Sera Prognostics(SERA) plans to raise $75 million at a $564 million market cap. The company uses its proteomics and bioinformatics platform to develop biomarker tests aimed at improving pregnancy outcomes. Sera Prognostics’ sole commercial product, the PreTRM test, predicts the risk of a premature delivery, though it has yet to generate meaningful revenue.\nA hold-over from last week, early-stage kidney disease biotech Unicycive Therapeutics(UNCY) plans to raise $25 million at a $79 million market cap.\n\nIPO Market Snapshot\nThe Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 7/8/21, the Renaissance IPO Index was down 0.8% year-to-date, while the S&P 500 was up 15.0%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Snowflake (SNOW) and Palantir Technologies (PLTR). The Renaissance International IPO Index was down 5.2% year-to-date, while the ACWX was up 7.3%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Smoore International and EQT Partners.","news_type":1},"isVote":1,"tweetType":1,"viewCount":33,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":809366451,"gmtCreate":1627348662773,"gmtModify":1703488054860,"author":{"id":"3581223392197361","authorId":"3581223392197361","name":"Mikaelocw","avatar":"https://static.tigerbbs.com/b3e8a5faf492b06ffc4615e2014a0a51","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Like pls......","listText":"Like pls......","text":"Like pls......","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/809366451","repostId":"1153028059","repostType":4,"repost":{"id":"1153028059","pubTimestamp":1627340900,"share":"https://www.laohu8.com/m/news/1153028059?lang=&edition=full","pubTime":"2021-07-27 07:08","market":"us","language":"en","title":"Tesla sales surge 98%; company boosts margins on its less-costly electric cars","url":"https://stock-news.laohu8.com/highlight/detail?id=1153028059","media":"Reuters","summary":" -Tesla Inc posted a bigger second-quarter profit than expected on Tuesday thanks to sharply higher sales of its less-expensive electric vehicles, as it raised prices to boost its margins on them.Tesla also cut costs which helped it offset many of the supply chain and microchip shortfalls facing the auto industry.For the first time since late 2019, Tesla profits did not rely on sales of environmental credits to other automakers, a sign of increasing financial health for the manufacturing operati","content":"<p>(Reuters) -Tesla Inc posted a bigger second-quarter profit than expected on Tuesday thanks to sharply higher sales of its less-expensive electric vehicles, as it raised prices to boost its margins on them.</p>\n<p>Tesla also cut costs which helped it offset many of the supply chain and microchip shortfalls facing the auto industry.</p>\n<p>For the first time since late 2019, Tesla profits did not rely on sales of environmental credits to other automakers, a sign of increasing financial health for the manufacturing operation. Tesla boosted its performance by cutting features it said were unused or unneeded and raising U.S. vehicle prices.</p>\n<p>Shares of the world’s most valuable automaker rose 1.5% in extended trade.</p>\n<p>In a call with investors and analysts, Tesla executives said that volume production growth will depend on parts availability, and Musk cautioned the shortage of semiconductors will continue.</p>\n<p>“The global chip shortage situation remains quite serious,” Musk said.</p>\n<p>Still, Musk said Tesla expects to launch production this year of the Model Y SUV at factories under construction in Texas and Germany. He said the company expects battery cell suppliers to double production next year.</p>\n<p>Despite the pandemic and the supply chain crisis, Tesla posted record deliveries during the quarter, thanks to sales of cheaper models including Model 3 sedans and Model Ys.</p>\n<p>The carmaker, led by billionaire entrepreneur Elon Musk, said revenue jumped to $11.96 billion from $6.04 billion a year earlier, when its California factory was shut down for more than six weeks due to local lockdown orders to fight the pandemic.</p>\n<p>Analysts had expected revenue of about $11.3 billion, according to IBES data from Refinitiv.</p>\n<p>Excluding items, Tesla posted a profit of $1.45 per share, easily topping analyst expectations for a profit of 98 cents per share.</p>\n<p>Tesla said operating income rose with volume growth and cost reduction, which offset higher supply chain costs, lower regulatory credit revenue and other items including $23 million in losses on investment in cryptocurrency bitcoin.</p>\n<p>Tesla’s profitability has often relied on selling regulatory credits to other automakers, but in the second quarter, Tesla was profitable without these credits for the first time since the end of 2019. Its GAAP net income was $1.14 billion in the second quarter. Revenue from the credits only totaled $354 million.</p>\n<p>“Tesla impressed with its numbers, as most of its revenue came from vehicle sales,” Jesse Cohen, senior analyst at Investing.com, said.</p>\n<p>Carmaker Stellantis expects to achieve its European carbon dioxide (CO2) emissions targets this year without environmental credits bought from Tesla.</p>\n<p>Tesla said it said it has delayed the launch of the Semi truck program to 2022 to focus on starting factories and due to limited availability of battery cells and other parts this year.</p>\n<p>But the company’s new 4680 batteries are not ready for volume production; executives said it was difficult to predict when technological challenges would be resolved.</p>\n<p>In an aside, Musk said he “most likely will not be on earnings calls” going forward to discuss financial results with investors and analysts. These calls have been a colorful quarterly ritual Musk has used for discourses on Tesla technology, or to fire back at rivals or critics.</p>","source":"lsy1601381805984","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla sales surge 98%; company boosts margins on its less-costly electric cars</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla sales surge 98%; company boosts margins on its less-costly electric cars\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-27 07:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.reuters.com/article/tesla-results/update-4-tesla-sales-surge-98-company-boosts-margins-on-its-less-costly-electric-cars-idUSL4N2P23I5><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Reuters) -Tesla Inc posted a bigger second-quarter profit than expected on Tuesday thanks to sharply higher sales of its less-expensive electric vehicles, as it raised prices to boost its margins on ...</p>\n\n<a href=\"https://www.reuters.com/article/tesla-results/update-4-tesla-sales-surge-98-company-boosts-margins-on-its-less-costly-electric-cars-idUSL4N2P23I5\">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.reuters.com/article/tesla-results/update-4-tesla-sales-surge-98-company-boosts-margins-on-its-less-costly-electric-cars-idUSL4N2P23I5","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153028059","content_text":"(Reuters) -Tesla Inc posted a bigger second-quarter profit than expected on Tuesday thanks to sharply higher sales of its less-expensive electric vehicles, as it raised prices to boost its margins on them.\nTesla also cut costs which helped it offset many of the supply chain and microchip shortfalls facing the auto industry.\nFor the first time since late 2019, Tesla profits did not rely on sales of environmental credits to other automakers, a sign of increasing financial health for the manufacturing operation. Tesla boosted its performance by cutting features it said were unused or unneeded and raising U.S. vehicle prices.\nShares of the world’s most valuable automaker rose 1.5% in extended trade.\nIn a call with investors and analysts, Tesla executives said that volume production growth will depend on parts availability, and Musk cautioned the shortage of semiconductors will continue.\n“The global chip shortage situation remains quite serious,” Musk said.\nStill, Musk said Tesla expects to launch production this year of the Model Y SUV at factories under construction in Texas and Germany. He said the company expects battery cell suppliers to double production next year.\nDespite the pandemic and the supply chain crisis, Tesla posted record deliveries during the quarter, thanks to sales of cheaper models including Model 3 sedans and Model Ys.\nThe carmaker, led by billionaire entrepreneur Elon Musk, said revenue jumped to $11.96 billion from $6.04 billion a year earlier, when its California factory was shut down for more than six weeks due to local lockdown orders to fight the pandemic.\nAnalysts had expected revenue of about $11.3 billion, according to IBES data from Refinitiv.\nExcluding items, Tesla posted a profit of $1.45 per share, easily topping analyst expectations for a profit of 98 cents per share.\nTesla said operating income rose with volume growth and cost reduction, which offset higher supply chain costs, lower regulatory credit revenue and other items including $23 million in losses on investment in cryptocurrency bitcoin.\nTesla’s profitability has often relied on selling regulatory credits to other automakers, but in the second quarter, Tesla was profitable without these credits for the first time since the end of 2019. Its GAAP net income was $1.14 billion in the second quarter. Revenue from the credits only totaled $354 million.\n“Tesla impressed with its numbers, as most of its revenue came from vehicle sales,” Jesse Cohen, senior analyst at Investing.com, said.\nCarmaker Stellantis expects to achieve its European carbon dioxide (CO2) emissions targets this year without environmental credits bought from Tesla.\nTesla said it said it has delayed the launch of the Semi truck program to 2022 to focus on starting factories and due to limited availability of battery cells and other parts this year.\nBut the company’s new 4680 batteries are not ready for volume production; executives said it was difficult to predict when technological challenges would be resolved.\nIn an aside, Musk said he “most likely will not be on earnings calls” going forward to discuss financial results with investors and analysts. These calls have been a colorful quarterly ritual Musk has used for discourses on Tesla technology, or to fire back at rivals or critics.","news_type":1},"isVote":1,"tweetType":1,"viewCount":98,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9032336969,"gmtCreate":1647274805800,"gmtModify":1676534211082,"author":{"id":"3581223392197361","authorId":"3581223392197361","name":"Mikaelocw","avatar":"https://static.tigerbbs.com/b3e8a5faf492b06ffc4615e2014a0a51","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9032336969","repostId":"1133740908","repostType":4,"repost":{"id":"1133740908","pubTimestamp":1647271806,"share":"https://www.laohu8.com/m/news/1133740908?lang=&edition=full","pubTime":"2022-03-14 23:30","market":"us","language":"en","title":"Palantir Stock: Wall Street Says Federal Cyber Can Be Short-Term Catalyst","url":"https://stock-news.laohu8.com/highlight/detail?id=1133740908","media":"TheStreet","summary":"A tremendously popular stock among retail investors, Palantir - a data-analytics software company - ","content":"<html><head></head><body><p>A tremendously popular stock among retail investors, Palantir - a data-analytics software company - has been in freefall since the beginning of the year. But experts see upside ahead.</p><p>Palantir shares have taken an absolute beating since November of last year. Like many other growth-heavy tech stocks, Palantir has been hard hit by unfavorable macroeconomic conditions, which have caused investors to draw away from riskier positions.</p><p>The software company first caught the broader market&#39;s attention after soaring 230% in the months following its IPO in October of 2020. But now Palantir shares sit only 26% above their IPO price.</p><p>But despite the bearishness surrounding Palantir (which was only strengthened after the company reported Q4 earnings below market expectations), Wall Street still sees upside in the company. Several analysts see the possibility of elevated federal cyber attacks being a short-term catalyst.</p><p><b>Wall Street Is Still Cautious On PLTR, But Some See Upside Ahead</b></p><p>On Monday, March 7th, Palantir stock received a rating upgrade from Morgan Stanley analyst Keith Weiss. Weiss boosted his rating on the stock to “equal weight” up from “underweight.” He assigned PLTR a $16 price target, which suggests a 37% upside based on the current share price of $11.65.</p><p>Weiss points out that Palantir&#39;s valuation has reached its lowest level since the company went public in 2020, and he sees an opportunity to buy the dip. He also stated that the potential slowdown of its commercial business and its unsustainable operating margin both seem to be priced into the current value of its shares, meaning further downside could be limited.</p><p>Investors cheered the upgrade, and PTRL shares rose about 6% during their Monday trading session.</p><p>More good news quickly followed. On March 8, Piper Sandler analyst Weston Twigginitiatedhis coverage of Palantir, assigning the company an “overweight” rating and a $15 price target - that implies an upside of 28% based on the current share price. Twigg says that the Russian invasion of Ukraine may accelerate the adoption of Palantir cyber products, which is of course bullish news for the stock.</p><p>Furthermore, Twigg believes that the company should beat its annual revenue growth guidance of 30% by 2025 - he says the company’s ecosystem offers powerful IT solutions and sees strong demand from large institutions ahead.</p><p>Palantir shares rose more than 9% following Piper Sandler&#39;s “buy” recommendation.</p><p>Wedbush analyst Dan Ives also sees Palantir as a near-term beneficiary of federal cyber security sector tailwinds, which have been spurred by Russia’s invasion and the accompanying threat of increased cyber attacks.</p><p><b>Valuation Has Been A Key Sticking Point</b></p><p>During its Q4 earnings, Palantir reported mixed results that did not please investors, but the results were far from terrible. The company demonstrated that it continues to be a strong revenue generator and is making strategic investments aimed at making its business profitable in the near future. Still, plenty of skepticism is hanging in the air.</p><p>One of the biggest factors behind Palantir&#39;s shares’ plummeting is undoubtedly the company’s stretched valuation. The company currently trades at a price-to-earnings (P/E) ratio of 83x - that’s considerably higher than its industry average of 19x. With the market already pricing in expected annual revenue growth of 30% by 2025, many investors see PLTR shares’ multiples as too rich.</p><p>But in the long term, we believe Palantir can justify its high multiples. The company has been focusing on expanding its commercial business and its Foundry platform, both of which will help Palantir not only maintain but <i>accelerate</i> its expected growth.</p><p>In the short term, high volatility will probably continue to haunt Palantir. But with shares trading at a 60% discount from their historic peak in January 2021, the very worst may already be over.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir Stock: Wall Street Says Federal Cyber Can Be Short-Term Catalyst</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir Stock: Wall Street Says Federal Cyber Can Be Short-Term Catalyst\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-14 23:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/memestocks/other-memes/palantir-stock-wall-street-says-federal-cyber-can-be-short-term-catalyst><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A tremendously popular stock among retail investors, Palantir - a data-analytics software company - has been in freefall since the beginning of the year. But experts see upside ahead.Palantir shares ...</p>\n\n<a href=\"https://www.thestreet.com/memestocks/other-memes/palantir-stock-wall-street-says-federal-cyber-can-be-short-term-catalyst\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://www.thestreet.com/memestocks/other-memes/palantir-stock-wall-street-says-federal-cyber-can-be-short-term-catalyst","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133740908","content_text":"A tremendously popular stock among retail investors, Palantir - a data-analytics software company - has been in freefall since the beginning of the year. But experts see upside ahead.Palantir shares have taken an absolute beating since November of last year. Like many other growth-heavy tech stocks, Palantir has been hard hit by unfavorable macroeconomic conditions, which have caused investors to draw away from riskier positions.The software company first caught the broader market's attention after soaring 230% in the months following its IPO in October of 2020. But now Palantir shares sit only 26% above their IPO price.But despite the bearishness surrounding Palantir (which was only strengthened after the company reported Q4 earnings below market expectations), Wall Street still sees upside in the company. Several analysts see the possibility of elevated federal cyber attacks being a short-term catalyst.Wall Street Is Still Cautious On PLTR, But Some See Upside AheadOn Monday, March 7th, Palantir stock received a rating upgrade from Morgan Stanley analyst Keith Weiss. Weiss boosted his rating on the stock to “equal weight” up from “underweight.” He assigned PLTR a $16 price target, which suggests a 37% upside based on the current share price of $11.65.Weiss points out that Palantir's valuation has reached its lowest level since the company went public in 2020, and he sees an opportunity to buy the dip. He also stated that the potential slowdown of its commercial business and its unsustainable operating margin both seem to be priced into the current value of its shares, meaning further downside could be limited.Investors cheered the upgrade, and PTRL shares rose about 6% during their Monday trading session.More good news quickly followed. On March 8, Piper Sandler analyst Weston Twigginitiatedhis coverage of Palantir, assigning the company an “overweight” rating and a $15 price target - that implies an upside of 28% based on the current share price. Twigg says that the Russian invasion of Ukraine may accelerate the adoption of Palantir cyber products, which is of course bullish news for the stock.Furthermore, Twigg believes that the company should beat its annual revenue growth guidance of 30% by 2025 - he says the company’s ecosystem offers powerful IT solutions and sees strong demand from large institutions ahead.Palantir shares rose more than 9% following Piper Sandler's “buy” recommendation.Wedbush analyst Dan Ives also sees Palantir as a near-term beneficiary of federal cyber security sector tailwinds, which have been spurred by Russia’s invasion and the accompanying threat of increased cyber attacks.Valuation Has Been A Key Sticking PointDuring its Q4 earnings, Palantir reported mixed results that did not please investors, but the results were far from terrible. The company demonstrated that it continues to be a strong revenue generator and is making strategic investments aimed at making its business profitable in the near future. Still, plenty of skepticism is hanging in the air.One of the biggest factors behind Palantir's shares’ plummeting is undoubtedly the company’s stretched valuation. The company currently trades at a price-to-earnings (P/E) ratio of 83x - that’s considerably higher than its industry average of 19x. With the market already pricing in expected annual revenue growth of 30% by 2025, many investors see PLTR shares’ multiples as too rich.But in the long term, we believe Palantir can justify its high multiples. The company has been focusing on expanding its commercial business and its Foundry platform, both of which will help Palantir not only maintain but accelerate its expected growth.In the short term, high volatility will probably continue to haunt Palantir. But with shares trading at a 60% discount from their historic peak in January 2021, the very worst may already be over.","news_type":1},"isVote":1,"tweetType":1,"viewCount":499,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":897176233,"gmtCreate":1628902972722,"gmtModify":1676529888506,"author":{"id":"3581223392197361","authorId":"3581223392197361","name":"Mikaelocw","avatar":"https://static.tigerbbs.com/b3e8a5faf492b06ffc4615e2014a0a51","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/897176233","repostId":"2159910213","repostType":4,"repost":{"id":"2159910213","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":1628899990,"share":"https://www.laohu8.com/m/news/2159910213?lang=&edition=full","pubTime":"2021-08-14 08:13","market":"us","language":"en","title":"Facebook, Amazon seek U.S. approval to operate undersea data cable","url":"https://stock-news.laohu8.com/highlight/detail?id=2159910213","media":"Reuters","summary":"WASHINGTON, Aug 13 (Reuters) - Facebook Inc and Amazon.com Inc have asked the U.S. government for ap","content":"<p>WASHINGTON, Aug 13 (Reuters) - <a href=\"https://laohu8.com/S/FB\">Facebook</a> Inc and Amazon.com Inc have asked the U.S. government for approval to operate a new undersea data cable between the Philippines and California after China Mobile agreed to exit the plan, a government agency said Friday.</p>\n<p>The companies told the Federal Communications Commission they intend to start commercial operation by late 2022 and said the new data connection will \"provide significant new capacity on routes where capacity demand continues to increase substantially each year.\" The company said the new cable will help support Facebook applications and provide Amazon and its affiliates with \"capacity to support Amazon’s cloud services offerings and connect its data centers.\"</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>Facebook, Amazon seek U.S. approval to operate undersea data cable</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\">\nFacebook, Amazon seek U.S. approval to operate undersea data cable\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\">2021-08-14 08:13</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>WASHINGTON, Aug 13 (Reuters) - <a href=\"https://laohu8.com/S/FB\">Facebook</a> Inc and Amazon.com Inc have asked the U.S. government for approval to operate a new undersea data cable between the Philippines and California after China Mobile agreed to exit the plan, a government agency said Friday.</p>\n<p>The companies told the Federal Communications Commission they intend to start commercial operation by late 2022 and said the new data connection will \"provide significant new capacity on routes where capacity demand continues to increase substantially each year.\" The company said the new cable will help support Facebook applications and provide Amazon and its affiliates with \"capacity to support Amazon’s cloud services offerings and connect its data centers.\"</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"00941":"中国移动","AMZN":"亚马逊"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2159910213","content_text":"WASHINGTON, Aug 13 (Reuters) - Facebook Inc and Amazon.com Inc have asked the U.S. government for approval to operate a new undersea data cable between the Philippines and California after China Mobile agreed to exit the plan, a government agency said Friday.\nThe companies told the Federal Communications Commission they intend to start commercial operation by late 2022 and said the new data connection will \"provide significant new capacity on routes where capacity demand continues to increase substantially each year.\" The company said the new cable will help support Facebook applications and provide Amazon and its affiliates with \"capacity to support Amazon’s cloud services offerings and connect its data centers.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":171,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":892035041,"gmtCreate":1628609894883,"gmtModify":1676529797584,"author":{"id":"3581223392197361","authorId":"3581223392197361","name":"Mikaelocw","avatar":"https://static.tigerbbs.com/b3e8a5faf492b06ffc4615e2014a0a51","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Like&nbsp;","listText":"Like&nbsp;","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/892035041","repostId":"1132796864","repostType":4,"repost":{"id":"1132796864","pubTimestamp":1628608992,"share":"https://www.laohu8.com/m/news/1132796864?lang=&edition=full","pubTime":"2021-08-10 23:23","market":"us","language":"en","title":"Coinbase's Head Of Capital Markets Resigns After Crypto Exchange Reportedly Shifts Focus","url":"https://stock-news.laohu8.com/highlight/detail?id=1132796864","media":"Benzinga","summary":"Brett Redfearn, who headed capital markets at Coinbase Global Inc(NASDAQ:COIN), has resigned from hi","content":"<p>Brett Redfearn, who headed capital markets at&nbsp;<b>Coinbase Global Inc</b>(NASDAQ:COIN), has resigned from his position at the crypto exchange.</p>\n<p><b>What Happened:</b>According to a report from theWall Street Journal, people familiar with the matter disclosed that his reasons for leaving Coinbase had to do with the crypto-exchange shifting its focus away from digital asset securities.</p>\n<p>Redfearn was one of Coinbase’s most high-profile hires, having served as the former director of trading and markets at the United States Securities and Exchange Commission (SEC) before joining the crypto exchange.</p>\n<p>The executive joined Coinbase’s ranks just two weeks before the exchange’s public listing.</p>\n<p>Ablog postfrom Coinbase’s Chief Product Officer Surojit Chatterjee in March described Redfearn’s role at the company as the person responsible for defining and driving a vision and strategy to set the global standard for crypto capital markets, including digital asset securities and its crypto trading platform.</p>\n<p>“I believe that a digitized trading ecosystem can help democratize retail investors’ ability to access our capital markets on a fair and level playing field. I also believe that instantaneous settlement will eventually be possible, which could ameliorate capital requirements and improve market liquidity,” said Redfearn at the time.</p>\n<p>Now, in just four months since he assumed the role of Vice President of Capital Markets at Coinbase, Redfearn appears to have resigned.</p>\n<p><b>Price Action:</b>Coinbase shares were trading 5.16% lower, at&nbsp;$2650.47 at press time.</p>\n<p>Shares of the crypto exchange moved in tandem with crypto markets&nbsp;that reached $1.9 trillion for the first time since prices crashed in May.</p>\n<p>At press time, the market-leading cryptocurrency&nbsp;<b>Bitcoin</b>(CRYPTO: BTC) traded at $45,410, gaining as much as 17.84% over the past week.</p>\n<p></p>","source":"lsy1606299360108","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's Head Of Capital Markets Resigns After Crypto Exchange Reportedly Shifts Focus</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's Head Of Capital Markets Resigns After Crypto Exchange Reportedly Shifts Focus\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-10 23:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/markets/cryptocurrency/21/08/22417307/coinbases-head-of-capital-markets-resigns-after-crypto-exchange-reportedly-shifts-focus><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Brett Redfearn, who headed capital markets at Coinbase Global Inc(NASDAQ:COIN), has resigned from his position at the crypto exchange.\nWhat Happened:According to a report from theWall Street Journal, ...</p>\n\n<a href=\"https://www.benzinga.com/markets/cryptocurrency/21/08/22417307/coinbases-head-of-capital-markets-resigns-after-crypto-exchange-reportedly-shifts-focus\">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://www.benzinga.com/markets/cryptocurrency/21/08/22417307/coinbases-head-of-capital-markets-resigns-after-crypto-exchange-reportedly-shifts-focus","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132796864","content_text":"Brett Redfearn, who headed capital markets at Coinbase Global Inc(NASDAQ:COIN), has resigned from his position at the crypto exchange.\nWhat Happened:According to a report from theWall Street Journal, people familiar with the matter disclosed that his reasons for leaving Coinbase had to do with the crypto-exchange shifting its focus away from digital asset securities.\nRedfearn was one of Coinbase’s most high-profile hires, having served as the former director of trading and markets at the United States Securities and Exchange Commission (SEC) before joining the crypto exchange.\nThe executive joined Coinbase’s ranks just two weeks before the exchange’s public listing.\nAblog postfrom Coinbase’s Chief Product Officer Surojit Chatterjee in March described Redfearn’s role at the company as the person responsible for defining and driving a vision and strategy to set the global standard for crypto capital markets, including digital asset securities and its crypto trading platform.\n“I believe that a digitized trading ecosystem can help democratize retail investors’ ability to access our capital markets on a fair and level playing field. I also believe that instantaneous settlement will eventually be possible, which could ameliorate capital requirements and improve market liquidity,” said Redfearn at the time.\nNow, in just four months since he assumed the role of Vice President of Capital Markets at Coinbase, Redfearn appears to have resigned.\nPrice Action:Coinbase shares were trading 5.16% lower, at $2650.47 at press time.\nShares of the crypto exchange moved in tandem with crypto markets that reached $1.9 trillion for the first time since prices crashed in May.\nAt press time, the market-leading cryptocurrency Bitcoin(CRYPTO: BTC) traded at $45,410, gaining as much as 17.84% over the past week.","news_type":1},"isVote":1,"tweetType":1,"viewCount":156,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":141413634,"gmtCreate":1625884715228,"gmtModify":1703750423840,"author":{"id":"3581223392197361","authorId":"3581223392197361","name":"Mikaelocw","avatar":"https://static.tigerbbs.com/b3e8a5faf492b06ffc4615e2014a0a51","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"What are the enter price? Like pls","listText":"What are the enter price? Like pls","text":"What are the enter price? Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/141413634","repostId":"1145284684","repostType":4,"repost":{"id":"1145284684","pubTimestamp":1625878443,"share":"https://www.laohu8.com/m/news/1145284684?lang=&edition=full","pubTime":"2021-07-10 08:54","market":"us","language":"en","title":"Taiwan Semiconductor Vs. United Microelectronics Stock: Which Is The Better Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=1145284684","media":"seekingalpha","summary":"Summary\n\nTSMC is the world’s largest foundry for making ICs for fabless semiconductor companies, man","content":"<p><b>Summary</b></p>\n<ul>\n <li>TSMC is the world’s largest foundry for making ICs for fabless semiconductor companies, manufacturing 11,617 different products using 281 distinct technologies for 510 different customers.</li>\n <li>TSMC and fellow Taiwan foundry United Microelectronics Corporation are expected to benefit from a chip-supply crisis that is adversely impacting automakers.</li>\n <li>TSMC benefits from a gross margin nearly twice that of UMC.</li>\n <li>40% of revenues are from nodes &lt;14nm, below the smallest node of UMC.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d80e662ebb3b78dd0445ecc891cf8986\" tg-width=\"768\" tg-height=\"513\"><span>BING-JHEN HONG/iStock Editorial via Getty Images</span></p>\n<p>Taiwan Semiconductor Manufacturing Company Limited or TSMC (TSM), and United Microelectronics Corporation or UMC (UMC) are both headquartered in Taiwan and both manufacture semiconductors for companies on a contract basis. They both provide high quality IC fabrication services, focusing on logic and various specialty technologies to serve all major sectors of the electronics industry and are defined as pure-play foundries.</p>\n<p>While they have similarities, the two companies are vastly different with different business models. TSMC started as and has always been a leading-edge company, manufacturing chips at the smallest dimensions. UMC, on the other hand, Taiwan’s first semiconductor company, has chosen the 14nm node as the smallest dimension it will manufacture.</p>\n<p>To illustrate the differences in models, Chart 1 shows revenues for both companies based on technology node. The key difference is the &lt;14nm node, where TSMC generated 41.4% of its revenue compared to 0% for UMC.</p>\n<p>Chart 1 also shows that TSMC held $43 billion in revenues in 2020 versus $6 billion for UMC. Importantly, it shows also shows the financial dominance of TSMC, since UMC holds second place in the global foundry market.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cf3b088585f8a624c6665040756e940f\" tg-width=\"640\" tg-height=\"462\"><span>Chart 1</span></p>\n<p>Much of TSMC’s revenues are on the &lt;14nm node, which increased from 29.4% of revenues in 2019 to 41.4% in 2020. Since UMC’s smallest node is 28nm/14nm, UMC is investing heavily at that node, and its share of revenue increased from 11.3% in 2019 to 13.6% in 2020. In contrast, in 2020 TSMC’s share at the 28nm/14nm node decreased to 30.8% from 37.7% in 2019.</p>\n<p><b>Expanding Capacity</b></p>\n<p><b>Leading Edge Nodes</b></p>\n<p>TSMC generates about 1/3 of its revenues from the 28nm/14nm, and TSMC has 562,000 wafers/month of 8\" capacity, and 745,000 wafers/month of 12\" capacity. The total capacity is 995,000 wafers/month (12-inch equivalent).</p>\n<p>In TSMC’sQ1 2021 earnings call, TSMC’s VP and CFO Wendell Huang noted:</p>\n<blockquote>\n “In order to meet the increasing demand for our advanced and specialty technologies in the next several years, we have decided to raise our full year 2021 CapEx to be around USD 30 billion. About 80% of the 2021 capital budget will be allocated for advanced process technologies, including 3-nanometer, 5-nanometer and 7-nanometer. About 10% will be spent for advanced packaging and mask making, and about 10% will be spent for specialty technologies.”\n</blockquote>\n<p>TSMC expects to invest about $100 billion through the next 3 years to increase capacity, to support the manufacturing and R&amp;D of leading-edge and specialty technologies. Its N5 is already in its second year of volume production, contributing around 20% of our wafer revenue in 2021. N4 risk production is targeted for second half this year and volume production in 2022.</p>\n<p>Among TSMC's facilities to go online in the next three to four years are the company's&nbsp;fab in Arizona&nbsp;as well as its first 2nm-capable fab in Taiwan. The company needs to build and equip its N5-capable fab in Arizona. The facility will cost around $12 billion, will have a capacity of 20,000 wafer starts per month (WSPM), and will come online in 2024.</p>\n<p><b>28nm Nodes</b></p>\n<p>The global semiconductor shortage is one of the catalysts prompting foundry manufacturers to build new fabs, particularly at the 28nm node, as many automobile chips are manufactured at that node. While I have devoted four Seeking Alpha articles on trying to pin down what devices are undersupplied and could only find microcontrollers, in this article, I will concede for the sake of argument, that it is not due to hoarding but inept manufacturing supply chains.</p>\n<p>As a result, governments are spending heavily on this industry to expand the total production capacity. These free handouts are a second catalyst for new 28nm node fab construction.</p>\n<p>A strong demand for wafers from the consumer electronics industry has led to increased shipments of UMC’s 28nm wafers, which saw 18% sequential revenue growth in the last reported quarter. In addition, UMC has been focused on production for the automotive industry as semiconductors for electric and self-driving cars are expected to be a major growth driver for the company. However, global automotive semiconductors are only a $40 billion market, compared to a global semiconductor market of $525 billion. That is growing as more semiconductors are used per vehicle each year and because EVs use more semiconductors than internal combustion vehicles.</p>\n<p>There is a supply-demand imbalance in mature nodes, as most of the capacity expansion has been in advanced nodes, but companies have not addressed the mature nodes. The technology node is central to the latest auto chip crisis, while at the same time Sony has moved its design of CMOS Integrated Sensors (\"CIS\") for smartphones to 28nm.</p>\n<p>On April 22, TSMC announced plans to build a chip fabrication facility in China is at the receiving end of opposition from critics. The plant is set to make semiconductors built on the mature 28nm process node. The Nanjing plant currently has an installed capacity of 20,000 wafers per month. An investment of $2.8 billion and expecting mass-production in 2023, the expansion will double capacity to 40,000 wafers per month.</p>\n<p>TSMC has global 562,000 wafers/month of 8\" capacity, and 745,000 wafers/month of 12\" capacity. The total capacity is 995,000 wafers/month (12-inch equivalent). The new fab with a 20,000 wafer per month capacity represents just 2% of the company’s total capacity.</p>\n<p>UMC also expanded its production of 28nm (with a migration to 40nm) process at its Nanke 12-inch Fab 12A P6 plant in Taiwan. It currently has an 87,000 wafer per month capacity. The total investment in the capacity expansion plan is estimated to be approximately NT$100 billion. The P6 expansion is scheduled for production in the second quarter of 2023, and has a capacity of just 10,000 wafers per month.</p>\n<p>The P6 program is supported by a multi-year's product alignment between UMC and the involved customers that includes a loading protection mechanism that will ensure the P6 capacity is maintained at a healthy loading level.</p>\n<p>UMC has total 12 fabs in production with combined capacity close to 800,000 wafers per month (8-in equivalent).</p>\n<p><b>Price Per Wafer</b></p>\n<p>Chart 2 shows the gross profit by node for an IC device. It partially explains the rationale behind TSMC’s business model to move to advanced nodes, while also explaining why the company chose to leave its 28nm node undersupplied until recent external forces prompted it to build its China fab.</p>\n<p>Gross profits per 300-mm wafer are $2,835 for a 28nm node versus $8,695 for a 3nm node.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9e241c85dd84eb71f54c3b11812e6599\" tg-width=\"640\" tg-height=\"462\"><span>Chart 2</span></p>\n<p>Chart 3 shows capex spend by node for ICs. Capex spend (building + equipment) at 28nm is $100,000 per wafer, which more than triples to $320,000 at 3nm.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1f8f60218f2b914e5847e2eef8aa39c3\" tg-width=\"640\" tg-height=\"462\"><span>Chart 3</span></p>\n<p><b>Customer Base</b></p>\n<p>Chart 4 shows that Apple (AAPL) was the largest customer of TSMC in 2020, representing 21% of revenues. Keep in mind that in addition to TSMC’s processors going into iPhones, TSMC also fabricates the M1, which powers the new MacBook Air, 13-inch MacBook Pro, and Mac mini and is Apple's first custom-designed Arm-based chip for Mac.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/354a97772e16c2a05dbccc89556de9eb\" tg-width=\"640\" tg-height=\"465\"><span>Chart 4</span></p>\n<p>TSMC has upgraded its manufacturing capabilities countless times to keep Apple’s latest chips at the bleeding edge of processor technologies, since its first chip produced for Apple was installed in the Apple iPhone 6 and iPhone 6 Plus, which were introduced on September 9, 2014.</p>\n<p>Chart 5 shows that the number of transistors increased from 2 billion for the iPhone 6 to 11.8 billion for the current iPhone 12.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/108ef270fe60691ec5bc8c7f0a061d9c\" tg-width=\"640\" tg-height=\"462\"><span>Chart 5</span></p>\n<p>Thus, investors must consider that:</p>\n<p>Any positive developments from Apple will impact TSMC positively, and positive technological developments from TSMC will impact Apple positively. For example, as long as TSMC is the major manufacturer of Apple chips, growth in Apple or new technologies developed by Apple requiring chips (such as Auto or ADAS), then TSMC will gain.</p>\n<p>Secondly, because of capacity limitations and technology node demands, any expansion in capacity from TSMC will be beneficial to Apple as it moves to smaller nodes while consuming about 25% of TSMC’s chip output on a revenue basis.</p>\n<p>UMC is less transparent and doesn’t provide a breakdown by customer. UMC’s primary customers include premier integrated device manufacturers, such as Texas Instruments(NASDAQ:TXN)and Intel Mobile(NASDAQ:INTC), plus leading fabless design companies, such as MediaTek(OTCPK:MDTKF), Realtek, Qualcomm(NASDAQ:QCOM)and Novatek.</p>\n<p>In August 2018, UMC announced it would pause research for advancing the productional technology of chips under 10nm nodes. As shown in the figure above, since 2018, the corresponding proportion of the company's advanced processes has been reduced to zero, but for mature nodes such as 65nm and 28nm, the proportion has been increased.</p>\n<p><b>Investor Takeaways</b>: Is TSM Or UMC Stock A Better Buy?</p>\n<p>Both companies compete in the same industry, but their business models are a differentiating metric. TSMC generates most of its revenue on nodes smaller than UMC’s (Chart 1), and most of its planned capex will focus new fabs making ICs at increasing smaller nodes.</p>\n<p><b>TSMC Positives</b></p>\n<p>TSMC’s share of the pure-play foundry market was 57% share in 2020, up from 55% in 2019. UMC’s share was constant at slightly less than 8%.</p>\n<p>TSMC benefits from the smaller nodes. Although capex increases with decreasing nodes (Chart 3), so too does gross profit (Chart 2). Thus, TSM has higher revenues than UMC: $48.2B vs $6.283B.</p>\n<ul>\n <li><p>TSMC also has higher annual earnings (EBITDA): $33B vs. UMC $2.349B.</p></li>\n <li><p>TSMC ($613B) has a higher market cap than UMC ($23.4B).</p></li>\n <li><p>TSMC has more cash on hand: $23.3B vs. UMC ($3.76B).</p></li>\n <li><p>TSMC has a higher EPS (3.99) than UMC (0.59).</p></li>\n</ul>\n<p>Seeking Alpha’s quant ratings are derived by measuring a stock's financial metrics against other stocks in the sector on the basis of value, growth, profitability, momentum and analysts’ earnings revisions. In Table 1, both stocks have high rankings. TSMC has a quant rating of 4.63 and UMC has a quant rating of 4.54.</p>\n<p><img src=\"https://static.tigerbbs.com/55db72bd38ddd1d46c2ec7a6ccf6307f\" tg-width=\"640\" tg-height=\"117\" referrerpolicy=\"no-referrer\"></p>\n<p>Gross margin for TSMC and UMC is shown in Table 2. A positive for TSMC, gross margin is significantly ahead of UMC and the average of all foundries. The Street expects 3Q21 gross margin will improve to 52.9%, given a higher revenue scale, tight foundry supply and improved efficiency of 5nm production.</p>\n<p><img src=\"https://static.tigerbbs.com/4ab6dce4d14398755080d9db48522121\" tg-width=\"640\" tg-height=\"126\" referrerpolicy=\"no-referrer\"></p>\n<p><b>UMC Positives</b></p>\n<p>The comparison of other financial metrics, UMC has stronger financials:</p>\n<ul>\n <li><p>UMC has a lower P/E ratio than TSM: 21.8 vs 28.9</p></li>\n <li><p>UMC has less debt than TSM: $2.47B vs $15.4B.</p></li>\n <li><p>UMC YTD gains are higher at: 10.558 vs. TSM (8.922).</p></li>\n</ul>\n<p>Table 3 shows stock performance in percent growth for TSM and UMC. In the past year, UMC stock has outperformed TSMC, and did so in the 3-year and 5-year period. But in a 10-year period, TSMC is the better choice.</p>\n<p><img src=\"https://static.tigerbbs.com/7533369f256853d498f5492752417e05\" tg-width=\"640\" tg-height=\"172\" referrerpolicy=\"no-referrer\"></p>\n<p>TSMC is the clear winner over UMC going forward. The company chose its strategy to build chips at the &lt;7nm node. The fact that it is building a 28nm fab in China, the “sweet spot” for UMC, coupled with a new 28nm SMIC (OTCQX:SMICY) fab, will mean lost market share at this node for UMC.</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>Taiwan Semiconductor Vs. United Microelectronics Stock: Which Is The Better Buy?</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\">\nTaiwan Semiconductor Vs. United Microelectronics Stock: Which Is The Better Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-10 08:54 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4438509-taiwan-semiconductor-vs-united-microelectronics-stock><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nTSMC is the world’s largest foundry for making ICs for fabless semiconductor companies, manufacturing 11,617 different products using 281 distinct technologies for 510 different customers.\n...</p>\n\n<a href=\"https://seekingalpha.com/article/4438509-taiwan-semiconductor-vs-united-microelectronics-stock\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"UMC":"联电","TSM":"台积电"},"source_url":"https://seekingalpha.com/article/4438509-taiwan-semiconductor-vs-united-microelectronics-stock","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145284684","content_text":"Summary\n\nTSMC is the world’s largest foundry for making ICs for fabless semiconductor companies, manufacturing 11,617 different products using 281 distinct technologies for 510 different customers.\nTSMC and fellow Taiwan foundry United Microelectronics Corporation are expected to benefit from a chip-supply crisis that is adversely impacting automakers.\nTSMC benefits from a gross margin nearly twice that of UMC.\n40% of revenues are from nodes <14nm, below the smallest node of UMC.\n\nBING-JHEN HONG/iStock Editorial via Getty Images\nTaiwan Semiconductor Manufacturing Company Limited or TSMC (TSM), and United Microelectronics Corporation or UMC (UMC) are both headquartered in Taiwan and both manufacture semiconductors for companies on a contract basis. They both provide high quality IC fabrication services, focusing on logic and various specialty technologies to serve all major sectors of the electronics industry and are defined as pure-play foundries.\nWhile they have similarities, the two companies are vastly different with different business models. TSMC started as and has always been a leading-edge company, manufacturing chips at the smallest dimensions. UMC, on the other hand, Taiwan’s first semiconductor company, has chosen the 14nm node as the smallest dimension it will manufacture.\nTo illustrate the differences in models, Chart 1 shows revenues for both companies based on technology node. The key difference is the <14nm node, where TSMC generated 41.4% of its revenue compared to 0% for UMC.\nChart 1 also shows that TSMC held $43 billion in revenues in 2020 versus $6 billion for UMC. Importantly, it shows also shows the financial dominance of TSMC, since UMC holds second place in the global foundry market.\nChart 1\nMuch of TSMC’s revenues are on the <14nm node, which increased from 29.4% of revenues in 2019 to 41.4% in 2020. Since UMC’s smallest node is 28nm/14nm, UMC is investing heavily at that node, and its share of revenue increased from 11.3% in 2019 to 13.6% in 2020. In contrast, in 2020 TSMC’s share at the 28nm/14nm node decreased to 30.8% from 37.7% in 2019.\nExpanding Capacity\nLeading Edge Nodes\nTSMC generates about 1/3 of its revenues from the 28nm/14nm, and TSMC has 562,000 wafers/month of 8\" capacity, and 745,000 wafers/month of 12\" capacity. The total capacity is 995,000 wafers/month (12-inch equivalent).\nIn TSMC’sQ1 2021 earnings call, TSMC’s VP and CFO Wendell Huang noted:\n\n “In order to meet the increasing demand for our advanced and specialty technologies in the next several years, we have decided to raise our full year 2021 CapEx to be around USD 30 billion. About 80% of the 2021 capital budget will be allocated for advanced process technologies, including 3-nanometer, 5-nanometer and 7-nanometer. About 10% will be spent for advanced packaging and mask making, and about 10% will be spent for specialty technologies.”\n\nTSMC expects to invest about $100 billion through the next 3 years to increase capacity, to support the manufacturing and R&D of leading-edge and specialty technologies. Its N5 is already in its second year of volume production, contributing around 20% of our wafer revenue in 2021. N4 risk production is targeted for second half this year and volume production in 2022.\nAmong TSMC's facilities to go online in the next three to four years are the company's fab in Arizona as well as its first 2nm-capable fab in Taiwan. The company needs to build and equip its N5-capable fab in Arizona. The facility will cost around $12 billion, will have a capacity of 20,000 wafer starts per month (WSPM), and will come online in 2024.\n28nm Nodes\nThe global semiconductor shortage is one of the catalysts prompting foundry manufacturers to build new fabs, particularly at the 28nm node, as many automobile chips are manufactured at that node. While I have devoted four Seeking Alpha articles on trying to pin down what devices are undersupplied and could only find microcontrollers, in this article, I will concede for the sake of argument, that it is not due to hoarding but inept manufacturing supply chains.\nAs a result, governments are spending heavily on this industry to expand the total production capacity. These free handouts are a second catalyst for new 28nm node fab construction.\nA strong demand for wafers from the consumer electronics industry has led to increased shipments of UMC’s 28nm wafers, which saw 18% sequential revenue growth in the last reported quarter. In addition, UMC has been focused on production for the automotive industry as semiconductors for electric and self-driving cars are expected to be a major growth driver for the company. However, global automotive semiconductors are only a $40 billion market, compared to a global semiconductor market of $525 billion. That is growing as more semiconductors are used per vehicle each year and because EVs use more semiconductors than internal combustion vehicles.\nThere is a supply-demand imbalance in mature nodes, as most of the capacity expansion has been in advanced nodes, but companies have not addressed the mature nodes. The technology node is central to the latest auto chip crisis, while at the same time Sony has moved its design of CMOS Integrated Sensors (\"CIS\") for smartphones to 28nm.\nOn April 22, TSMC announced plans to build a chip fabrication facility in China is at the receiving end of opposition from critics. The plant is set to make semiconductors built on the mature 28nm process node. The Nanjing plant currently has an installed capacity of 20,000 wafers per month. An investment of $2.8 billion and expecting mass-production in 2023, the expansion will double capacity to 40,000 wafers per month.\nTSMC has global 562,000 wafers/month of 8\" capacity, and 745,000 wafers/month of 12\" capacity. The total capacity is 995,000 wafers/month (12-inch equivalent). The new fab with a 20,000 wafer per month capacity represents just 2% of the company’s total capacity.\nUMC also expanded its production of 28nm (with a migration to 40nm) process at its Nanke 12-inch Fab 12A P6 plant in Taiwan. It currently has an 87,000 wafer per month capacity. The total investment in the capacity expansion plan is estimated to be approximately NT$100 billion. The P6 expansion is scheduled for production in the second quarter of 2023, and has a capacity of just 10,000 wafers per month.\nThe P6 program is supported by a multi-year's product alignment between UMC and the involved customers that includes a loading protection mechanism that will ensure the P6 capacity is maintained at a healthy loading level.\nUMC has total 12 fabs in production with combined capacity close to 800,000 wafers per month (8-in equivalent).\nPrice Per Wafer\nChart 2 shows the gross profit by node for an IC device. It partially explains the rationale behind TSMC’s business model to move to advanced nodes, while also explaining why the company chose to leave its 28nm node undersupplied until recent external forces prompted it to build its China fab.\nGross profits per 300-mm wafer are $2,835 for a 28nm node versus $8,695 for a 3nm node.\nChart 2\nChart 3 shows capex spend by node for ICs. Capex spend (building + equipment) at 28nm is $100,000 per wafer, which more than triples to $320,000 at 3nm.\nChart 3\nCustomer Base\nChart 4 shows that Apple (AAPL) was the largest customer of TSMC in 2020, representing 21% of revenues. Keep in mind that in addition to TSMC’s processors going into iPhones, TSMC also fabricates the M1, which powers the new MacBook Air, 13-inch MacBook Pro, and Mac mini and is Apple's first custom-designed Arm-based chip for Mac.\nChart 4\nTSMC has upgraded its manufacturing capabilities countless times to keep Apple’s latest chips at the bleeding edge of processor technologies, since its first chip produced for Apple was installed in the Apple iPhone 6 and iPhone 6 Plus, which were introduced on September 9, 2014.\nChart 5 shows that the number of transistors increased from 2 billion for the iPhone 6 to 11.8 billion for the current iPhone 12.\nChart 5\nThus, investors must consider that:\nAny positive developments from Apple will impact TSMC positively, and positive technological developments from TSMC will impact Apple positively. For example, as long as TSMC is the major manufacturer of Apple chips, growth in Apple or new technologies developed by Apple requiring chips (such as Auto or ADAS), then TSMC will gain.\nSecondly, because of capacity limitations and technology node demands, any expansion in capacity from TSMC will be beneficial to Apple as it moves to smaller nodes while consuming about 25% of TSMC’s chip output on a revenue basis.\nUMC is less transparent and doesn’t provide a breakdown by customer. UMC’s primary customers include premier integrated device manufacturers, such as Texas Instruments(NASDAQ:TXN)and Intel Mobile(NASDAQ:INTC), plus leading fabless design companies, such as MediaTek(OTCPK:MDTKF), Realtek, Qualcomm(NASDAQ:QCOM)and Novatek.\nIn August 2018, UMC announced it would pause research for advancing the productional technology of chips under 10nm nodes. As shown in the figure above, since 2018, the corresponding proportion of the company's advanced processes has been reduced to zero, but for mature nodes such as 65nm and 28nm, the proportion has been increased.\nInvestor Takeaways: Is TSM Or UMC Stock A Better Buy?\nBoth companies compete in the same industry, but their business models are a differentiating metric. TSMC generates most of its revenue on nodes smaller than UMC’s (Chart 1), and most of its planned capex will focus new fabs making ICs at increasing smaller nodes.\nTSMC Positives\nTSMC’s share of the pure-play foundry market was 57% share in 2020, up from 55% in 2019. UMC’s share was constant at slightly less than 8%.\nTSMC benefits from the smaller nodes. Although capex increases with decreasing nodes (Chart 3), so too does gross profit (Chart 2). Thus, TSM has higher revenues than UMC: $48.2B vs $6.283B.\n\nTSMC also has higher annual earnings (EBITDA): $33B vs. UMC $2.349B.\nTSMC ($613B) has a higher market cap than UMC ($23.4B).\nTSMC has more cash on hand: $23.3B vs. UMC ($3.76B).\nTSMC has a higher EPS (3.99) than UMC (0.59).\n\nSeeking Alpha’s quant ratings are derived by measuring a stock's financial metrics against other stocks in the sector on the basis of value, growth, profitability, momentum and analysts’ earnings revisions. In Table 1, both stocks have high rankings. TSMC has a quant rating of 4.63 and UMC has a quant rating of 4.54.\n\nGross margin for TSMC and UMC is shown in Table 2. A positive for TSMC, gross margin is significantly ahead of UMC and the average of all foundries. The Street expects 3Q21 gross margin will improve to 52.9%, given a higher revenue scale, tight foundry supply and improved efficiency of 5nm production.\n\nUMC Positives\nThe comparison of other financial metrics, UMC has stronger financials:\n\nUMC has a lower P/E ratio than TSM: 21.8 vs 28.9\nUMC has less debt than TSM: $2.47B vs $15.4B.\nUMC YTD gains are higher at: 10.558 vs. TSM (8.922).\n\nTable 3 shows stock performance in percent growth for TSM and UMC. In the past year, UMC stock has outperformed TSMC, and did so in the 3-year and 5-year period. But in a 10-year period, TSMC is the better choice.\n\nTSMC is the clear winner over UMC going forward. The company chose its strategy to build chips at the <7nm node. The fact that it is building a 28nm fab in China, the “sweet spot” for UMC, coupled with a new 28nm SMIC (OTCQX:SMICY) fab, will mean lost market share at this node for UMC.","news_type":1},"isVote":1,"tweetType":1,"viewCount":32,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":893758421,"gmtCreate":1628302469963,"gmtModify":1703504792697,"author":{"id":"3581223392197361","authorId":"3581223392197361","name":"Mikaelocw","avatar":"https://static.tigerbbs.com/b3e8a5faf492b06ffc4615e2014a0a51","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Like and comment&nbsp;","listText":"Like and comment&nbsp;","text":"Like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/893758421","repostId":"1143051031","repostType":4,"isVote":1,"tweetType":1,"viewCount":81,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":145673719,"gmtCreate":1626223394631,"gmtModify":1703755758645,"author":{"id":"3581223392197361","authorId":"3581223392197361","name":"Mikaelocw","avatar":"https://static.tigerbbs.com/b3e8a5faf492b06ffc4615e2014a0a51","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Comments","listText":"Comments","text":"Comments","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/145673719","repostId":"1118898141","repostType":4,"repost":{"id":"1118898141","pubTimestamp":1626223194,"share":"https://www.laohu8.com/m/news/1118898141?lang=&edition=full","pubTime":"2021-07-14 08:39","market":"us","language":"en","title":"Broadcom No Longer in Talks to Buy SAS Institute, Sources Say","url":"https://stock-news.laohu8.com/highlight/detail?id=1118898141","media":"The Wall Street Journal","summary":"A deal by the chip maker would have valued closely held SAS in the range of $15 billion to $20 billi","content":"<blockquote>\n A deal by the chip maker would have valued closely held SAS in the range of $15 billion to $20 billion.\n</blockquote>\n<p>Talks forBroadcomInc.&nbsp;AVGO&nbsp;-0.36%to buy SAS Institute Inc. have ended after the founders of the closely held software company changed their minds about a sale, people familiar with the matter said.</p>\n<p>The Wall Street Journal reported Monday that thecompanies were discussing a dealthat would value SAS in the range of $15 billion to $20 billion, including any debt. Following the report, Jim Goodnight and John Sall, who co-founded SAS decades ago and still run the company, had a change of heart and decided not to sell to Broadcom, the people said. Whether another suitor for SAS could emerge isn’t clear.</p>\n<p>Some SAS employees saw the company as a strange fit for efficiency-focused Broadcom, some of the people familiar with the matter said. SAS is known for a tightknit culture and has a sprawling North Carolina campus with amenities including a yoga studio and a disc golf course.</p>\n<p>Cary, N.C.-based SAS sells analytics-, business-intelligence and data-management software to enterprises. The company traces its roots back to the 1960s, when universities teamed up to analyze troves of agricultural data through a program called the Statistical Analysis System.</p>\n<p>Broadcom, a semiconductor powerhouse built largely through acquisitions, has been on the hunt for a deal to beef up its presence in the corporate-software market. Its chief executive, Hock Tan, said earlier this year the company would look at buybacks and possibly debt repayment, if it didn’t make an acquisition by the end of the fiscal year. That typically ends in late October or early November.</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>Broadcom No Longer in Talks to Buy SAS Institute, Sources Say</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\">\nBroadcom No Longer in Talks to Buy SAS Institute, Sources Say\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-14 08:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.wsj.com/articles/broadcom-no-longer-in-talks-to-buy-sas-institute-sources-say-11626212065?mod=hp_lead_pos1><strong>The Wall Street Journal</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A deal by the chip maker would have valued closely held SAS in the range of $15 billion to $20 billion.\n\nTalks forBroadcomInc. AVGO -0.36%to buy SAS Institute Inc. have ended after the founders of the...</p>\n\n<a href=\"https://www.wsj.com/articles/broadcom-no-longer-in-talks-to-buy-sas-institute-sources-say-11626212065?mod=hp_lead_pos1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AVGO":"博通"},"source_url":"https://www.wsj.com/articles/broadcom-no-longer-in-talks-to-buy-sas-institute-sources-say-11626212065?mod=hp_lead_pos1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118898141","content_text":"A deal by the chip maker would have valued closely held SAS in the range of $15 billion to $20 billion.\n\nTalks forBroadcomInc. AVGO -0.36%to buy SAS Institute Inc. have ended after the founders of the closely held software company changed their minds about a sale, people familiar with the matter said.\nThe Wall Street Journal reported Monday that thecompanies were discussing a dealthat would value SAS in the range of $15 billion to $20 billion, including any debt. Following the report, Jim Goodnight and John Sall, who co-founded SAS decades ago and still run the company, had a change of heart and decided not to sell to Broadcom, the people said. Whether another suitor for SAS could emerge isn’t clear.\nSome SAS employees saw the company as a strange fit for efficiency-focused Broadcom, some of the people familiar with the matter said. SAS is known for a tightknit culture and has a sprawling North Carolina campus with amenities including a yoga studio and a disc golf course.\nCary, N.C.-based SAS sells analytics-, business-intelligence and data-management software to enterprises. The company traces its roots back to the 1960s, when universities teamed up to analyze troves of agricultural data through a program called the Statistical Analysis System.\nBroadcom, a semiconductor powerhouse built largely through acquisitions, has been on the hunt for a deal to beef up its presence in the corporate-software market. Its chief executive, Hock Tan, said earlier this year the company would look at buybacks and possibly debt repayment, if it didn’t make an acquisition by the end of the fiscal year. That typically ends in late October or early November.","news_type":1},"isVote":1,"tweetType":1,"viewCount":103,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":839131860,"gmtCreate":1629125626550,"gmtModify":1676529940088,"author":{"id":"3581223392197361","authorId":"3581223392197361","name":"Mikaelocw","avatar":"https://static.tigerbbs.com/b3e8a5faf492b06ffc4615e2014a0a51","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/839131860","repostId":"1137961734","repostType":4,"repost":{"id":"1137961734","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":1629122094,"share":"https://www.laohu8.com/m/news/1137961734?lang=&edition=full","pubTime":"2021-08-16 21:54","market":"us","language":"en","title":"Apple shares reached record high at $150.59 in early trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1137961734","media":"Tiger Newspress","summary":"(Aug 16)&nbsp;Apple shares reached record high at $150.59 in early trading.","content":"<p>(Aug 16)&nbsp;Apple shares reached record high at $150.59 in early trading.</p>\n<p><img src=\"https://static.tigerbbs.com/b2b9a9a385ae4e2c77588a61ab15011b\" tg-width=\"1080\" tg-height=\"1868\" referrerpolicy=\"no-referrer\"></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>Apple shares reached record high at $150.59 in early 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\">\nApple shares reached record high at $150.59 in early 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\">2021-08-16 21:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(Aug 16)&nbsp;Apple shares reached record high at $150.59 in early trading.</p>\n<p><img src=\"https://static.tigerbbs.com/b2b9a9a385ae4e2c77588a61ab15011b\" tg-width=\"1080\" tg-height=\"1868\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137961734","content_text":"(Aug 16) Apple shares reached record high at $150.59 in early trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":152,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":801234902,"gmtCreate":1627518072606,"gmtModify":1703491438147,"author":{"id":"3581223392197361","authorId":"3581223392197361","name":"Mikaelocw","avatar":"https://static.tigerbbs.com/b3e8a5faf492b06ffc4615e2014a0a51","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/801234902","repostId":"1171529765","repostType":4,"repost":{"id":"1171529765","pubTimestamp":1627513623,"share":"https://www.laohu8.com/m/news/1171529765?lang=&edition=full","pubTime":"2021-07-29 07:07","market":"us","language":"en","title":"Facebook's slowdown warning hangs over strong ad sales, while Zuckerberg talks 'metaverse'","url":"https://stock-news.laohu8.com/highlight/detail?id=1171529765","media":"Reuters","summary":"(Reuters) -Facebook Inc said on Wednesday it expects revenue growth to “decelerate significantly,” s","content":"<p>(Reuters) -Facebook Inc said on Wednesday it expects revenue growth to “decelerate significantly,” sending the social media giant’s shares down 3.5% in extended trading even as it reported strong ad sales.</p>\n<p>The warning overshadowed the company’s beat on Wall Street estimates for quarterly revenue, bolstered by increased advertising spending as businesses build their digital presence to cater to consumers spending more time and money online.</p>\n<p>Facebook said it expects Apple’s recent update to its iOS operating system to impact its ability to target ads and therefore ad revenue in the third quarter. The iPhone maker’s privacy changes make it harder for apps to track users and restrict advertisers from accessing valuable data for targeting ads.</p>\n<p>The company also announced on Wednesday that it would require anyone working at its U.S. offices to be vaccinated against COVID-19, joining Alphabet Inc and Netflix.</p>\n<p>Monthly active users came in at 2.90 billion, up 7% from the same period last year but missing analyst expectations of 2.92 billion and marking the slowest growth rate in at least three years, according to IBES data from Refinitiv.</p>\n<p>“The user growth slowdown is notable and highlights the engagement challenges as the world opens up. But importantly, Facebook is the most exposed to Apple’s privacy changes, and it looks like it is starting to have an impact to the outlook beginning in 3Q,” said Ygal Arounian, an analyst at Wedbush Securities.</p>\n<p>Brian Wieser, GroupM’s global president of business intelligence, said all social media companies would see slower growth in the second half of the year and that it would take more concrete warnings about activity in June and July for anyone to anticipate a “meaningful deceleration.”</p>\n<p>Facebook’s total revenue, which primarily consists of ad sales, rose about 56% to $29.08 billion in the second quarter from $18.69 billion a year earlier, beating analysts’ estimates, according to IBES data from Refinitiv.</p>\n<p>Its revenue from advertising rose 56% to $28.58 billion in the second quarter ended June 30, Facebook said. It pointed to a 47% increase in price per ad.</p>\n<p>“In the third and fourth quarters of 2021, we expect year-over-year total revenue growth rates to decelerate significantly on a sequential basis as we lap periods of increasingly strong growth,” Chief Financial Officer Dave Wehner said in the earnings release.</p>\n<p>Net income in the second quarter more than doubled to $10.4 billion, or $3.61 per share. Analysts had expected a profit of $3.03 per share.</p>\n<p>The world’s largest social network has been ramping up its ecommerce efforts, which are expected to bring additional revenue to the company and make its ad inventory more valuable. The push will be key to how Facebook, which hosts more than 1 million online “Shops” on its main app and Instagram, can grow its ad business amid the impact of Apple’s changes.</p>\n<p>It is also on the offensive to attract top social media personalities and their fans, competing with Alphabet’s YouTube and short-video app TikTok, which recently hit 3 billion global downloads. Facebook said this month it would invest more than $1 billion to support content creators through the end of 2022.</p>\n<p>On a conference call with analysts, CEO Mark Zuckerberg also focused on another ambition for the company: the “metaverse.”</p>\n<p>Zuckerberg this week announced that Facebook, which has invested heavily in virtual reality and augmented reality, was setting up a team to work on building a shared digital world, which he is betting will be the successor to the mobile internet. Microsoft also dropped the buzzy Silicon Valley term on its earnings call this week, talking about its own plans for the converging digital and physical worlds.</p>\n<p>“Facebook has its eye on a sci-fi prize,” said Sophie Lund-Yates, equity analyst at Hargreaves Lansdown. “This is little more than an ambition for Facebook at the moment...if the idea comes to fruition, it could be a valuable income source.”</p>\n<p>The company also continues to face pressure from global lawmakers and regulators, including from the U.S. Federal Trade Commission which has until Aug. 19 to refile its antitrust complaint against the company and from a group of states who said on Wednesday they would appeal the judge’s dismissal of their lawsuit. Facebook’s market cap hit $1 trillion for the first time last month when the judge threw out the original complaints.</p>\n<p>The company, which has long been under fire from lawmakers over misinformation and other abuses on its apps, has also come under renewed scrutiny from President Joe Biden’s administration over the handling of false claims about COVID-19. At Facebook’s office in Washington, D.C., on Wednesday, a group of critics set up an installation of body bags to protest the issue.</p>","source":"lsy1601381805984","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>Facebook's slowdown warning hangs over strong ad sales, while Zuckerberg talks 'metaverse'</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\">\nFacebook's slowdown warning hangs over strong ad sales, while Zuckerberg talks 'metaverse'\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-29 07:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.reuters.com/article/facebook-results/update-5-facebooks-slowdown-warning-hangs-over-strong-ad-sales-while-zuckerberg-talks-metaverse-idUSL4N2P43YX><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Reuters) -Facebook Inc said on Wednesday it expects revenue growth to “decelerate significantly,” sending the social media giant’s shares down 3.5% in extended trading even as it reported strong ad ...</p>\n\n<a href=\"https://www.reuters.com/article/facebook-results/update-5-facebooks-slowdown-warning-hangs-over-strong-ad-sales-while-zuckerberg-talks-metaverse-idUSL4N2P43YX\">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.reuters.com/article/facebook-results/update-5-facebooks-slowdown-warning-hangs-over-strong-ad-sales-while-zuckerberg-talks-metaverse-idUSL4N2P43YX","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171529765","content_text":"(Reuters) -Facebook Inc said on Wednesday it expects revenue growth to “decelerate significantly,” sending the social media giant’s shares down 3.5% in extended trading even as it reported strong ad sales.\nThe warning overshadowed the company’s beat on Wall Street estimates for quarterly revenue, bolstered by increased advertising spending as businesses build their digital presence to cater to consumers spending more time and money online.\nFacebook said it expects Apple’s recent update to its iOS operating system to impact its ability to target ads and therefore ad revenue in the third quarter. The iPhone maker’s privacy changes make it harder for apps to track users and restrict advertisers from accessing valuable data for targeting ads.\nThe company also announced on Wednesday that it would require anyone working at its U.S. offices to be vaccinated against COVID-19, joining Alphabet Inc and Netflix.\nMonthly active users came in at 2.90 billion, up 7% from the same period last year but missing analyst expectations of 2.92 billion and marking the slowest growth rate in at least three years, according to IBES data from Refinitiv.\n“The user growth slowdown is notable and highlights the engagement challenges as the world opens up. But importantly, Facebook is the most exposed to Apple’s privacy changes, and it looks like it is starting to have an impact to the outlook beginning in 3Q,” said Ygal Arounian, an analyst at Wedbush Securities.\nBrian Wieser, GroupM’s global president of business intelligence, said all social media companies would see slower growth in the second half of the year and that it would take more concrete warnings about activity in June and July for anyone to anticipate a “meaningful deceleration.”\nFacebook’s total revenue, which primarily consists of ad sales, rose about 56% to $29.08 billion in the second quarter from $18.69 billion a year earlier, beating analysts’ estimates, according to IBES data from Refinitiv.\nIts revenue from advertising rose 56% to $28.58 billion in the second quarter ended June 30, Facebook said. It pointed to a 47% increase in price per ad.\n“In the third and fourth quarters of 2021, we expect year-over-year total revenue growth rates to decelerate significantly on a sequential basis as we lap periods of increasingly strong growth,” Chief Financial Officer Dave Wehner said in the earnings release.\nNet income in the second quarter more than doubled to $10.4 billion, or $3.61 per share. Analysts had expected a profit of $3.03 per share.\nThe world’s largest social network has been ramping up its ecommerce efforts, which are expected to bring additional revenue to the company and make its ad inventory more valuable. The push will be key to how Facebook, which hosts more than 1 million online “Shops” on its main app and Instagram, can grow its ad business amid the impact of Apple’s changes.\nIt is also on the offensive to attract top social media personalities and their fans, competing with Alphabet’s YouTube and short-video app TikTok, which recently hit 3 billion global downloads. Facebook said this month it would invest more than $1 billion to support content creators through the end of 2022.\nOn a conference call with analysts, CEO Mark Zuckerberg also focused on another ambition for the company: the “metaverse.”\nZuckerberg this week announced that Facebook, which has invested heavily in virtual reality and augmented reality, was setting up a team to work on building a shared digital world, which he is betting will be the successor to the mobile internet. Microsoft also dropped the buzzy Silicon Valley term on its earnings call this week, talking about its own plans for the converging digital and physical worlds.\n“Facebook has its eye on a sci-fi prize,” said Sophie Lund-Yates, equity analyst at Hargreaves Lansdown. “This is little more than an ambition for Facebook at the moment...if the idea comes to fruition, it could be a valuable income source.”\nThe company also continues to face pressure from global lawmakers and regulators, including from the U.S. Federal Trade Commission which has until Aug. 19 to refile its antitrust complaint against the company and from a group of states who said on Wednesday they would appeal the judge’s dismissal of their lawsuit. Facebook’s market cap hit $1 trillion for the first time last month when the judge threw out the original complaints.\nThe company, which has long been under fire from lawmakers over misinformation and other abuses on its apps, has also come under renewed scrutiny from President Joe Biden’s administration over the handling of false claims about COVID-19. At Facebook’s office in Washington, D.C., on Wednesday, a group of critics set up an installation of body bags to protest the issue.","news_type":1},"isVote":1,"tweetType":1,"viewCount":36,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":809364574,"gmtCreate":1627348773198,"gmtModify":1703488058100,"author":{"id":"3581223392197361","authorId":"3581223392197361","name":"Mikaelocw","avatar":"https://static.tigerbbs.com/b3e8a5faf492b06ffc4615e2014a0a51","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BZUN\">$Baozun(BZUN)$</a>&nbsp;should I average? Where is the support in this view?&nbsp;","listText":"<a href=\"https://laohu8.com/S/BZUN\">$Baozun(BZUN)$</a>&nbsp;should I average? Where is the support in this view?&nbsp;","text":"$Baozun(BZUN)$ should I average? Where is the support in this view?","images":[{"img":"https://static.tigerbbs.com/f506a5716b7bbf4825327c6a020a2547","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/809364574","isVote":1,"tweetType":1,"viewCount":632,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3555735830461101","authorId":"3555735830461101","name":"BH12","avatar":"https://static.tigerbbs.com/6b50a508aaab14b956aa6ec0f585b6d1","crmLevel":5,"crmLevelSwitch":1},"content":"yes. support at 22ish","text":"yes. support at 22ish","html":"yes. support at 22ish"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9060168063,"gmtCreate":1651109829092,"gmtModify":1676534852219,"author":{"id":"3581223392197361","authorId":"3581223392197361","name":"Mikaelocw","avatar":"https://static.tigerbbs.com/b3e8a5faf492b06ffc4615e2014a0a51","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TDOC\">$Teladoc Health Inc.(TDOC)$</a>&nbsp;advise average or sell?&nbsp;","listText":"<a href=\"https://ttm.financial/S/TDOC\">$Teladoc Health Inc.(TDOC)$</a>&nbsp;advise average or sell?&nbsp;","text":"$Teladoc Health Inc.(TDOC)$ advise average or sell?","images":[{"img":"https://community-static.tradeup.com/news/51e826de1b5228297165b5827b9775a4","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9060168063","isVote":1,"tweetType":1,"viewCount":541,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":802036541,"gmtCreate":1627698258683,"gmtModify":1703494880290,"author":{"id":"3581223392197361","authorId":"3581223392197361","name":"Mikaelocw","avatar":"https://static.tigerbbs.com/b3e8a5faf492b06ffc4615e2014a0a51","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/802036541","repostId":"1137888611","repostType":4,"repost":{"id":"1137888611","pubTimestamp":1627688479,"share":"https://www.laohu8.com/m/news/1137888611?lang=&edition=full","pubTime":"2021-07-31 07:41","market":"us","language":"en","title":"Nio, XPeng, Li Shares Rise, as China EV Stocks Rebound","url":"https://stock-news.laohu8.com/highlight/detail?id=1137888611","media":"The Street","summary":"NIO, Li Auto and Xpeng continued the recovery from their July 21-27 drop Friday, even as other U.S.-","content":"<blockquote>\n NIO, Li Auto and Xpeng continued the recovery from their July 21-27 drop Friday, even as other U.S.-listed China stocks fell.\n</blockquote>\n<p>Chinese electric vehicle stocks, including NIO&nbsp;(<b>NIO</b>) , Li Auto&nbsp;(<b>LI</b>) and Xpeng&nbsp;(<b>XPEV</b>) , continued the rebound from their July 21-27 drop Friday, even as other U.S.-listed China stocks fell.</p>\n<p>Nio gained 4% to $44.50, Li 11% to $33.97 and Xpeng 9% to $41.38. Meanwhile, Alibaba BABA slid 2% to $195.19 and Didi DIDI 3% to $9.57.</p>\n<p>Fear of stringent Chinese regulation is depressing non-EV stocks. But China hasn’t made much noise about cracking down on EV makers. It’s an industry the government would like to dominate.</p>\n<p>So it may have no desire to put the hammer down on EV companies, and that’s likely buttressing their shares Friday.</p>\n<p>When it comes to U.S. EV stocks, Tesla&nbsp;(<b>TSLA</b>) -Get Report&nbsp;is the big daddy, of course. Its shares are up 5% to $677.75 Friday, leaving them up 8% for the past five days.</p>\n<p>The companyposted stronger-than-expected earningsfor the second quarter Monday and said it's on track to build the first Model Y sedans from new facilities in Austin and Berlin before year-end.</p>\n<p>Chief Executive Elon Musk, however, added in an investor call following the earnings report that the global shortage in semiconductor supplies remains \"quite serious\" and could impact production rates over the second half of the year.</p>\n<p>Volume growth will depend on the availability of other parts in the global supply chain, he said.</p>\n<p>Musk also said he would no longer participate in regular earnings calls, unless he had \"something really important to say\".</p>\n<p>Tesla said adjusted profit for the latest quarter was $1.45 per share, creaming analysts’ consensus forecast of 98 cents.</p>","source":"lsy1610613172068","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, XPeng, Li Shares Rise, as China EV Stocks Rebound</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, XPeng, Li Shares Rise, as China EV Stocks Rebound\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-31 07:41 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/investing/china-ev-stocks-rebound-nio-xpeng-li><strong>The Street</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NIO, Li Auto and Xpeng continued the recovery from their July 21-27 drop Friday, even as other U.S.-listed China stocks fell.\n\nChinese electric vehicle stocks, including NIO (NIO) , Li Auto (LI) and ...</p>\n\n<a href=\"https://www.thestreet.com/investing/china-ev-stocks-rebound-nio-xpeng-li\">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","LI":"理想汽车","XPEV":"小鹏汽车"},"source_url":"https://www.thestreet.com/investing/china-ev-stocks-rebound-nio-xpeng-li","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137888611","content_text":"NIO, Li Auto and Xpeng continued the recovery from their July 21-27 drop Friday, even as other U.S.-listed China stocks fell.\n\nChinese electric vehicle stocks, including NIO (NIO) , Li Auto (LI) and Xpeng (XPEV) , continued the rebound from their July 21-27 drop Friday, even as other U.S.-listed China stocks fell.\nNio gained 4% to $44.50, Li 11% to $33.97 and Xpeng 9% to $41.38. Meanwhile, Alibaba BABA slid 2% to $195.19 and Didi DIDI 3% to $9.57.\nFear of stringent Chinese regulation is depressing non-EV stocks. But China hasn’t made much noise about cracking down on EV makers. It’s an industry the government would like to dominate.\nSo it may have no desire to put the hammer down on EV companies, and that’s likely buttressing their shares Friday.\nWhen it comes to U.S. EV stocks, Tesla (TSLA) -Get Report is the big daddy, of course. Its shares are up 5% to $677.75 Friday, leaving them up 8% for the past five days.\nThe companyposted stronger-than-expected earningsfor the second quarter Monday and said it's on track to build the first Model Y sedans from new facilities in Austin and Berlin before year-end.\nChief Executive Elon Musk, however, added in an investor call following the earnings report that the global shortage in semiconductor supplies remains \"quite serious\" and could impact production rates over the second half of the year.\nVolume growth will depend on the availability of other parts in the global supply chain, he said.\nMusk also said he would no longer participate in regular earnings calls, unless he had \"something really important to say\".\nTesla said adjusted profit for the latest quarter was $1.45 per share, creaming analysts’ consensus forecast of 98 cents.","news_type":1},"isVote":1,"tweetType":1,"viewCount":64,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802038103,"gmtCreate":1627698179902,"gmtModify":1703494877867,"author":{"id":"3581223392197361","authorId":"3581223392197361","name":"Mikaelocw","avatar":"https://static.tigerbbs.com/b3e8a5faf492b06ffc4615e2014a0a51","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/802038103","repostId":"1177914270","repostType":4,"repost":{"id":"1177914270","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":1627650457,"share":"https://www.laohu8.com/m/news/1177914270?lang=&edition=full","pubTime":"2021-07-30 21:07","market":"us","language":"en","title":"Nvidia shares dived 3.2% in premarket trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1177914270","media":"Tiger Newspress","summary":"Nvidia shares dived 3.2% in premarket trading.China antitrust officials delay review of Nvidia’s $40 Billion Arm Acquisition,according to&nbsp;The Information.","content":"<p>Nvidia shares dived 3.2% in premarket trading.China antitrust officials delay review of Nvidia’s $40 Billion Arm Acquisition,according to&nbsp;The Information.</p>\n<p><img src=\"https://static.tigerbbs.com/bcb434863abbc50b64c8e9d4079a2b06\" tg-width=\"881\" tg-height=\"639\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/395304fa3e2a4eb8436058c29da9628c\" tg-width=\"1222\" tg-height=\"382\" referrerpolicy=\"no-referrer\"></p>\n<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>Nvidia shares dived 3.2% in premarket trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia shares dived 3.2% in premarket trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-07-30 21:07</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Nvidia shares dived 3.2% in premarket trading.China antitrust officials delay review of Nvidia’s $40 Billion Arm Acquisition,according to&nbsp;The Information.</p>\n<p><img src=\"https://static.tigerbbs.com/bcb434863abbc50b64c8e9d4079a2b06\" tg-width=\"881\" tg-height=\"639\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/395304fa3e2a4eb8436058c29da9628c\" tg-width=\"1222\" tg-height=\"382\" referrerpolicy=\"no-referrer\"></p>\n<p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177914270","content_text":"Nvidia shares dived 3.2% in premarket trading.China antitrust officials delay review of Nvidia’s $40 Billion Arm Acquisition,according to The Information.","news_type":1},"isVote":1,"tweetType":1,"viewCount":45,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":141432206,"gmtCreate":1625884374905,"gmtModify":1703750415673,"author":{"id":"3581223392197361","authorId":"3581223392197361","name":"Mikaelocw","avatar":"https://static.tigerbbs.com/b3e8a5faf492b06ffc4615e2014a0a51","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Above statement no more merging? #huya #douyu","listText":"Above statement no more merging? #huya #douyu","text":"Above statement no more merging? #huya #douyu","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/141432206","repostId":"1138077902","repostType":4,"repost":{"id":"1138077902","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":1625883154,"share":"https://www.laohu8.com/m/news/1138077902?lang=&edition=full","pubTime":"2021-07-10 10:12","market":"hk","language":"en","title":"China has prohibited the merger of HuYa and DouYu","url":"https://stock-news.laohu8.com/highlight/detail?id=1138077902","media":"Tiger Newspress","summary":"The State Administration of market supervision of China has prohibited the merger of HuYa and DouYu.On January 4, 2021, the State Administration of market supervision of the people's Republic of China conducted an anti-monopoly examination on the concentration of business operators in accordance with the law in the merger case of tiger tooth company and Betta International Holding Co., Ltd. declared by Tencent Holding Co., Ltd.Tencent responded that the company will seriously abide by the review","content":"<p>The State Administration of market supervision of China has prohibited the merger of HuYa and DouYu.</p>\n<p>On January 4, 2021, the State Administration of market supervision of the people's Republic of China conducted an anti-monopoly examination on the concentration of business operators in accordance with the law in the merger case of tiger tooth company and Betta International Holding Co., Ltd. declared by Tencent Holding Co., Ltd.</p>\n<p>According to the anti monopoly law, the State Administration of market supervision comprehensively analyzes and evaluates the market share of the operators participating in the concentration in the relevant market and their control over the market, the degree of market concentration, the impact of concentration on market entry and technological progress, the impact of concentration on consumers and other relevant operators, as well as the effectiveness of the additional restrictive commitment scheme proposed by Tencent. During the review process, the State Administration of market supervision extensively solicited opinions from relevant government departments, industry associations, experts and scholars, competitors in the same industry and downstream customers, and listened to Tencent's opinions for many times.</p>\n<p>The review shows that the relevant market of this case is the online game operation service market and the live game market in China. Tencent's market share in the upstream online game operation service exceeds 40%, ranking first; Tiger teeth and fighting fish have more than 40% and 30% of the downstream live game market shares respectively, ranking first and second, with a total of more than 70%. At present, Tencent has separate control over tiger tooth and joint control over Betta. For example, the merger of tiger tooth and Betta will make Tencent control the merged entity separately, further strengthen Tencent's dominant position in the live game market, and enable Tencent to have the ability and motivation to implement closed-loop management and two-way vertical blockade in the upstream and downstream markets, which has or may have the effect of excluding and limiting competition, which is not conducive to fair competition in the market and may damage the interests of consumers, It is not conducive to the healthy and sustainable development of online games and live game market. After evaluation, Tencent's proposal of additional restrictive conditions commitment can not effectively solve the above competition concerns.</p>\n<p>According to Article 28 of the anti monopoly law and Article 35 of the Interim Provisions on the examination of business concentration, the State Administration of market supervision has decided to prohibit such business concentration according to law.</p>\n<p>Tencent responded that the company will seriously abide by the review decision, actively cooperate with regulatory requirements, operate in accordance with the law and fulfill its social responsibilities.</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>China has prohibited the merger of HuYa and DouYu</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\">\nChina has prohibited the merger of HuYa and DouYu\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\">2021-07-10 10:12</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>The State Administration of market supervision of China has prohibited the merger of HuYa and DouYu.</p>\n<p>On January 4, 2021, the State Administration of market supervision of the people's Republic of China conducted an anti-monopoly examination on the concentration of business operators in accordance with the law in the merger case of tiger tooth company and Betta International Holding Co., Ltd. declared by Tencent Holding Co., Ltd.</p>\n<p>According to the anti monopoly law, the State Administration of market supervision comprehensively analyzes and evaluates the market share of the operators participating in the concentration in the relevant market and their control over the market, the degree of market concentration, the impact of concentration on market entry and technological progress, the impact of concentration on consumers and other relevant operators, as well as the effectiveness of the additional restrictive commitment scheme proposed by Tencent. During the review process, the State Administration of market supervision extensively solicited opinions from relevant government departments, industry associations, experts and scholars, competitors in the same industry and downstream customers, and listened to Tencent's opinions for many times.</p>\n<p>The review shows that the relevant market of this case is the online game operation service market and the live game market in China. Tencent's market share in the upstream online game operation service exceeds 40%, ranking first; Tiger teeth and fighting fish have more than 40% and 30% of the downstream live game market shares respectively, ranking first and second, with a total of more than 70%. At present, Tencent has separate control over tiger tooth and joint control over Betta. For example, the merger of tiger tooth and Betta will make Tencent control the merged entity separately, further strengthen Tencent's dominant position in the live game market, and enable Tencent to have the ability and motivation to implement closed-loop management and two-way vertical blockade in the upstream and downstream markets, which has or may have the effect of excluding and limiting competition, which is not conducive to fair competition in the market and may damage the interests of consumers, It is not conducive to the healthy and sustainable development of online games and live game market. After evaluation, Tencent's proposal of additional restrictive conditions commitment can not effectively solve the above competition concerns.</p>\n<p>According to Article 28 of the anti monopoly law and Article 35 of the Interim Provisions on the examination of business concentration, the State Administration of market supervision has decided to prohibit such business concentration according to law.</p>\n<p>Tencent responded that the company will seriously abide by the review decision, actively cooperate with regulatory requirements, operate in accordance with the law and fulfill its social responsibilities.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"00700":"腾讯控股","HUYA":"虎牙","DOYU":"斗鱼"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138077902","content_text":"The State Administration of market supervision of China has prohibited the merger of HuYa and DouYu.\nOn January 4, 2021, the State Administration of market supervision of the people's Republic of China conducted an anti-monopoly examination on the concentration of business operators in accordance with the law in the merger case of tiger tooth company and Betta International Holding Co., Ltd. declared by Tencent Holding Co., Ltd.\nAccording to the anti monopoly law, the State Administration of market supervision comprehensively analyzes and evaluates the market share of the operators participating in the concentration in the relevant market and their control over the market, the degree of market concentration, the impact of concentration on market entry and technological progress, the impact of concentration on consumers and other relevant operators, as well as the effectiveness of the additional restrictive commitment scheme proposed by Tencent. During the review process, the State Administration of market supervision extensively solicited opinions from relevant government departments, industry associations, experts and scholars, competitors in the same industry and downstream customers, and listened to Tencent's opinions for many times.\nThe review shows that the relevant market of this case is the online game operation service market and the live game market in China. Tencent's market share in the upstream online game operation service exceeds 40%, ranking first; Tiger teeth and fighting fish have more than 40% and 30% of the downstream live game market shares respectively, ranking first and second, with a total of more than 70%. At present, Tencent has separate control over tiger tooth and joint control over Betta. For example, the merger of tiger tooth and Betta will make Tencent control the merged entity separately, further strengthen Tencent's dominant position in the live game market, and enable Tencent to have the ability and motivation to implement closed-loop management and two-way vertical blockade in the upstream and downstream markets, which has or may have the effect of excluding and limiting competition, which is not conducive to fair competition in the market and may damage the interests of consumers, It is not conducive to the healthy and sustainable development of online games and live game market. After evaluation, Tencent's proposal of additional restrictive conditions commitment can not effectively solve the above competition concerns.\nAccording to Article 28 of the anti monopoly law and Article 35 of the Interim Provisions on the examination of business concentration, the State Administration of market supervision has decided to prohibit such business concentration according to law.\nTencent responded that the company will seriously abide by the review decision, actively cooperate with regulatory requirements, operate in accordance with the law and fulfill its social responsibilities.","news_type":1},"isVote":1,"tweetType":1,"viewCount":73,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}