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2021-05-14

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A Big Opportunity In A Big Market

2021-05-10

1

Coinbase, Disney, EA, DoorDash, Simon Property, and Other Stocks for Investors to Watch This Week

2021-05-09

2

The real story of the Trump-Facebook saga

2021-05-09

1

US IPO Week Ahead: Mortgage insurance and cross-border e-commerce lead a 7 IPO week

2021-05-07

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2021-05-06

what does receive a response to my comment means? i also failed to get this

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2021-05-06

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This Day In Market History: Panic Of 1893 Crashes Stock Market

2021-05-05

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Sharing A Ride To The Reopening: Uber, Lyft Earnings Could Offer Hints To Life Beyond The Pandemic

2021-05-04

can help to be top comment?

Bill Gates and Melinda Gates are splitting up after 27 years

2021-04-26

$MAXI-CASH FIN SVCS CORP LTD(5UF.SI)$for task

2021-04-26

$Walt Disney(DIS)$task

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It's easy to become a Seeking Alpha contributor and earn money for your best investment ideas. Active contributors also get free access to SA Premium.</p><p><b>Overview</b></p><p>Telos (TLS) is a cybersecurity play, which has exposure on both sides of the market, government and commercial. With the last two big cyberattacks which involved U.S. companies, namely the SolarWinds attack and Colonial Pipeline attack, we can clearly see how cybersecurity will be one of the future big trends that, if taken at the right time, offers big opportunity with big gains.</p><p>Telos stock has rallied 42.67% since the IPO in 2020, outperforming the 15.3% rise in the S&amp;P 500 over the same time period.</p><p>I believe that the 25% correction in Telos stock from its 52-Week high offers a good opportunity to take a position in this cybersecurity company.</p><p><b>Long Term: Sector Outlook Overview</b></p><p>The pandemic made the digitalization process accelerate at a very fast pace and, if from one side the digitalization process brings a lot of benefits, it also brings big risks with it, namely the cyber-risk. In 2020 many companies were \"forced\" to become more digital and for time-constraints reasons everything was done without taking into account possible mistakes along the road. These mistakes, however, didn't pass unnoticed.</p><p>The cyber-attacks in 2020 increased at the same pace as the digitalization transformation, especially malware and ransomware type of attacks. But why should we worry about cyber risk? A cyber-attack could lead to business interruption events: for instance, the last one involved the Colonial Pipeline, which represent not only a monetary cost for the company (whichincreased by 72%in the last 5 years) but also a reputational one.</p><p>Thelatest reportpublished by Allianz (the Allianz Risk Barometer report 2021) has found that the most important global and business risks for 2021 are: business interruption (top 1), pandemic outbreak (top 2), and cyber incidents (top 3). If we consider the business interruption as a consequence of a cyber-attack, we can clearly visualize how the cyber threat is the most important risk for businesses, not only in 2021 but especially in the years to come.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a6e3117e4d5051a7e658c17f734e107e\" tg-width=\"640\" tg-height=\"586\" referrerpolicy=\"no-referrer\"><span>Source:Agcs.allianz.com</span></p><p>Among different kinds of cyber-attacks, malware and ransomware are those which are spreading faster than others. Throughout 2020, malware and ransomware attacks increased by more than a third, (e.g., Colonial Pipeline is an example of ransomware attack). Once hit by such attacks, companies tend to pay what a ransom attacker demand; however, this is only the direct cost associated with the attack and we should not forget about all the indirect costs associated with it, which are much bigger.</p><p>Emsisoft, a company specialized in anti-malware solutions, estimated that in 2020 the ransom demand (i.e. the direct cost) representedonly 6%of the total cost in which companies incurred to deal with the cyber-attack. Finally, we must take into account that companies' willingness to pay attackers increases the number and the complexity of cyber-attacks.</p><p>In thelatest research(the Market Research Report - 2021), conducted by Fortune Business Insights, the global cyber security market size for 2020 is estimated to be around $153.16 billion and it is expected to be worth $366.10 billion in 2028 (CAGR of 12%). However, I believe that the market can be much bigger, driven by the fact that cybersecurity will become a critical element, especially in a world in which everything tends to be digital. Nonetheless, as stated by the company, Telos sees a total addressable market at$80 billion.</p><p><b>Company Products Overview</b></p><p>Telos is a cybersecurity company that offers software-based security solutions to U.S. federal government (e.g., Department of Defence, Central Intelligence Agency, etc.) and enterprises (e.g., Amazon (AMZN), Citigroup (CITI), Microsoft(MSFT), etc.). The company was founded in 1969 and its mission is to focus on the needs of its customers. In fact, Telos puts always customer needs at first place, which means offering solutions or improvements required by its clients. Telos's ability to be a customer-centric organization can be clearly seen through the numbers, since 85% of Telos revenues are recurring (and approximately 50% of total revenue comes from segments with no or limited competition).</p><p>The company offers different solution, among others:</p><ol><li><b>Telos Xacta:</b>is a solution that embodies two main functions: first, to continuously manage the cyber risk (security assessment for instance); and second, to help organizations manage security compliance. As stated by the company, the main advantages coming from using Telos Xacta are:<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0c4d0337daeb5f6d1476c5006b87b257\" tg-width=\"640\" tg-height=\"287\" referrerpolicy=\"no-referrer\"><span>Source:Telos.comThe product is very appreciated by its customer since it is used not only by the U.S. federal government, but also by big clouds providers, such as AWS and Microsoft Azure.</span></p></li><li><b>Telos Ghost:</b>is a solution that we could see as VPN 2.0, summarized by the company as:<i>\"you can't exploit what you can't see\".</i>Nowadays, more and more people are using VPN to try to protect themselves against possible threats or just because they want to remain anonymous in the Internet. However, this is not enough, especially if you are a manager of a big company and you exchange business critical information with others. This is where Telos Ghost comes in your help: it creates a fully secured network, where all the data are encrypted, user information (e.g., location and identity) are hidden, and the company's network is protected against any possible cyber threat. As stated by the company, the main advantages coming from using Telos Xacta are:Source:<i>Telos.com</i></li><li><b>Telos ID:</b>is an identity management solution, which uses technologies, such as fuse biometrics, credentials, etc., to make sure that only specific persons can have access to sensitive information. It is a dominant solution among U.S. federal agencies, but it is also gaining popularity among enterprises.</li></ol><p><b>Discounted Cash Flow Model</b></p><p>Let's now perform a DCF analysis. Fundamentally, the company has big opportunities to offer, even if not fully yet. Let's start by looking at the cost structure.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ec0b4e8cab77dfeca9a4ebca5df711f2\" tg-width=\"640\" tg-height=\"345\" referrerpolicy=\"no-referrer\"><span>Source:Author’s Estimates using data from latest 10K report</span></p><p>From the figure above we can clearly see how services represent the biggest portion of costs, namely 91% for the last year (versus 5 year average of 87%), and are those responsible for keeping the operating margins relatively low. On the other side, as we can imagine, the biggest portion of revenues comes from services, namely 89.6%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/98cdbc7405967c885a87824acff198e0\" tg-width=\"640\" tg-height=\"341\" referrerpolicy=\"no-referrer\"><span>Source:Author’s Estimates using data from latest 10K report</span></p><p>In particular, it is worth noting the changing growth trajectory which started in 2017 as a direct response to new business goals definition. In 2017, Telos started to invest into new products and solutions to expand its addressable market. These revenues growth dynamics are expected to keep increasing in line with its accelerating partnership programs and the strong brand name that company has in the industry.</p><p>Before starting doing any projection, I retrieved 5 years of historical data to better understand how the company works. I present below the historical data and the projections I made for the years to come:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d814ffc0af7d3802cda7521d9b7321a2\" tg-width=\"640\" tg-height=\"427\" referrerpolicy=\"no-referrer\"><span>Source:Author’s Estimates using data from latest 10K report</span></p><p>At first sight, numbers don’t seem to be that promising, but we should not jump at that conclusion too fast and we should instead think out of the box. Until 2017, Telos used to work more with the government, but since 2018 its strategy has changed. In fact, as stated by the company, Telos is now focusing on leveraging its security solutions by expanding their presence in commercial markets; they do this by developing new solutions and strengthening the current ones.</p><p>In particular, the company is focusing on improving its margins and revenues by expanding its partner program to speed up the scaling in the commercial and international markets. In fact, this is what they are doing: as right now, both Telos Ghost and Xacta are available through various AWS and Microsoft Azure marketplace. Now, in light of this, and considering also the willingness of president Joe Biden to put more efforts and money into cybersecurity projects, I allow the company to grow at a CAGR of 33% in the years 2 to 5 and then I steadily decrease the growth rate to 1.58% in year 10. Why 33%? Well, it's purely subjective. I look at the company revenue growth in recent years, the company revenues relative to the overall market size and to larger players in the sector.</p><p>Now, for what concern margins, I believe that they can be improved, so I increase them to what I consider reasonable levels given the company business: 52% (versus current 34.69%) for the gross margin and 19.5% (versus current 0.69%) for the operating margin. To determine the company target margins, I look at the industry averages: for instance, the U.S. industry average margins are 23.30% and the global ones 19.31%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/433b6939a7b8156a6b622f453033f8bf\" tg-width=\"589\" tg-height=\"184\" referrerpolicy=\"no-referrer\"><span>Source:Pages.stern.nyu.edu/~adamodar/</span></p><p>A number that is worth to be noted is the sales to capital ratio (i.e. growth efficiency), which tells us how much we must reinvest to keep our business growing; the higher this number the more efficiently the company is growing. In doing my projections, I decrease this number to 0.95 in year 10 (i.e. industry average).</p><p>Finally, let's look at the market inputs we need to use in the discounted cash flow model.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8935dcbda0d8246faca532f5e8c18cf8\" tg-width=\"622\" tg-height=\"157\" referrerpolicy=\"no-referrer\"><span>Source:Author’s Estimates using data from latest 10K report</span></p><p>The implied equity risk premium was computed following the country of incorporation approach, in this case looking only at the U.S. market. The implied equity risk premium at the time of the computation was of 4.02%, well below the historical 3 years median of 5.68%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/33334f3b9b8fc28838136eef10d07e92\" tg-width=\"640\" tg-height=\"393\" referrerpolicy=\"no-referrer\"><span>Source:Pages.stern.nyu.edu/~adamodar/</span></p><p>The cost of capital computations are displayed in the figure below:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/be84b5939fcc6c091f8ad8b44872560e\" tg-width=\"640\" tg-height=\"84\" referrerpolicy=\"no-referrer\"><span>Source:Author’s Estimates using data from latest 10K report</span></p><p>Now, taking all the projections and discounting the cash flows, I obtain a value per share of $37.15 (19% potential upside); alternatively, if you prefer pricing the company instead of discounting the future cash flows, I come up with a value of $52.8 (70% potential upside). The pricing value is obtained by taking the expected EPS in 2025 of 1.76 and multiplying it for a P/E of 30. The P/E of 30 is obtained by looking at the current Palantir (PLTR) P/E value of 125 and bringing it down to what I believe is a more reasonable value.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c2f928594eb8d7e4f3427fbf22ba1533\" tg-width=\"640\" tg-height=\"440\" referrerpolicy=\"no-referrer\"><span>Source:Author’s Estimates using data from latest 10K report</span></p><p><b>Catalysts</b></p><p>At this point, you may be asking yourself: What kind of catalysts may make the value converge to the “fair” price? I would like to underline some possible catalysts, which are sector and company related.</p><ul><li>The first big catalyst I see comes from the companies themselves. By understanding the fact that the cyber threat is a real danger, which harms the business not only economically but also reputationally, businesses will be willing to do everything is in their power to protect themselves against such risks. Thus, they will invest heavily in cyberdefense.</li><li>The second catalyst comes from the digital transformation we are living now, which will be even bigger in years to come. As we know, technology is bad and good at the same time, where the former comes from cyber-attacks.</li><li>The third catalyst comes from the governments increasing spending in cybersecurity related projects, which is driven by two reasons: the willingness to protect critical information and the willingness to become leaders in the field.<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/21cad07a429fd8674ad8cfab24a091b6\" tg-width=\"640\" tg-height=\"498\" referrerpolicy=\"no-referrer\"><span>Source:Belfercenter.org</span></p></li></ul><p><b>Technical Analysis</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5eb1ef868b278a8c94a56a2ddb177563\" tg-width=\"640\" tg-height=\"303\" referrerpolicy=\"no-referrer\"><span>Source:TradingView.com</span></p><p>For what concerns technical analysis, the formation I see is a “Flags, High and Tigh” with the odds in the stock’s favor. Let me explain why. First, this kind of formation is the one which I mostly love, since it offers the best performance: the average rise after the breakout is of 69% in a bull market and of 40% in a bear market; as right now, we are in a bull market according to the economic business cycle indicators. Then, if we look at the volume, we can see a falling volume structure, which makes the breakout performance even stronger (71% vs 52% for rising volume trend) and, given the current price levels, I see a risk-reward ratio of 2.9 over a period of 6 months to 1 year.</p><p><b>Final Thoughts</b></p><p>The digitalization process brings many benefits with it, but it also brings many risks. In a world in which enterprises are becoming more and more digital, cybersecurity represents a key piece to complete the puzzle. Not many have understood it yet, but when they will do, the trend will be already running at a fast pace and joining the train will offer a much lower risk-reward ratio.</p><p>Even if Telos is not a newly founded company, it knows well the industry in which it operates and it is highly adaptable at the evolving environment. Going forward, the key metric to look at is its ability to expand in the commercial market, both domestic and international.</p><p>Currently, it shows buying signals on both the fundamental and technical side and this should be taken into account. Especially for short-term investors (i.e. investors with a time horizon less than 1 year), I see an opportunity to get a return in the range of 40-60% over the next 6 to 12 months.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>A Big Opportunity In A Big Market</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nA Big Opportunity In A Big Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-14 11:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4428510-telos-a-big-opportunity-in-a-big-market><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryThe global cybersecurity market is valued at $153.16 billion in 2020 and it is expected to be valued at $366.10 billion in 2028 at a CAGR of 12%.Throughout 2020, malware and ransomware attacks ...</p>\n\n<a href=\"https://seekingalpha.com/article/4428510-telos-a-big-opportunity-in-a-big-market\">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://seekingalpha.com/article/4428510-telos-a-big-opportunity-in-a-big-market","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1129126046","content_text":"SummaryThe global cybersecurity market is valued at $153.16 billion in 2020 and it is expected to be valued at $366.10 billion in 2028 at a CAGR of 12%.Throughout 2020, malware and ransomware attacks increased by more than a third (e.g., Colonial Pipeline is the latest example of a ransomware attack).The estimated intrinsic value for the company is $37.15 (19% potential upside), while the pricing value is $52.8 (70% potential upside).Editor's note: Seeking Alpha is proud to welcome Deniel Selivanov as a new contributor. It's easy to become a Seeking Alpha contributor and earn money for your best investment ideas. Active contributors also get free access to SA Premium.OverviewTelos (TLS) is a cybersecurity play, which has exposure on both sides of the market, government and commercial. With the last two big cyberattacks which involved U.S. companies, namely the SolarWinds attack and Colonial Pipeline attack, we can clearly see how cybersecurity will be one of the future big trends that, if taken at the right time, offers big opportunity with big gains.Telos stock has rallied 42.67% since the IPO in 2020, outperforming the 15.3% rise in the S&P 500 over the same time period.I believe that the 25% correction in Telos stock from its 52-Week high offers a good opportunity to take a position in this cybersecurity company.Long Term: Sector Outlook OverviewThe pandemic made the digitalization process accelerate at a very fast pace and, if from one side the digitalization process brings a lot of benefits, it also brings big risks with it, namely the cyber-risk. In 2020 many companies were \"forced\" to become more digital and for time-constraints reasons everything was done without taking into account possible mistakes along the road. These mistakes, however, didn't pass unnoticed.The cyber-attacks in 2020 increased at the same pace as the digitalization transformation, especially malware and ransomware type of attacks. But why should we worry about cyber risk? A cyber-attack could lead to business interruption events: for instance, the last one involved the Colonial Pipeline, which represent not only a monetary cost for the company (whichincreased by 72%in the last 5 years) but also a reputational one.Thelatest reportpublished by Allianz (the Allianz Risk Barometer report 2021) has found that the most important global and business risks for 2021 are: business interruption (top 1), pandemic outbreak (top 2), and cyber incidents (top 3). If we consider the business interruption as a consequence of a cyber-attack, we can clearly visualize how the cyber threat is the most important risk for businesses, not only in 2021 but especially in the years to come.Source:Agcs.allianz.comAmong different kinds of cyber-attacks, malware and ransomware are those which are spreading faster than others. Throughout 2020, malware and ransomware attacks increased by more than a third, (e.g., Colonial Pipeline is an example of ransomware attack). Once hit by such attacks, companies tend to pay what a ransom attacker demand; however, this is only the direct cost associated with the attack and we should not forget about all the indirect costs associated with it, which are much bigger.Emsisoft, a company specialized in anti-malware solutions, estimated that in 2020 the ransom demand (i.e. the direct cost) representedonly 6%of the total cost in which companies incurred to deal with the cyber-attack. Finally, we must take into account that companies' willingness to pay attackers increases the number and the complexity of cyber-attacks.In thelatest research(the Market Research Report - 2021), conducted by Fortune Business Insights, the global cyber security market size for 2020 is estimated to be around $153.16 billion and it is expected to be worth $366.10 billion in 2028 (CAGR of 12%). However, I believe that the market can be much bigger, driven by the fact that cybersecurity will become a critical element, especially in a world in which everything tends to be digital. Nonetheless, as stated by the company, Telos sees a total addressable market at$80 billion.Company Products OverviewTelos is a cybersecurity company that offers software-based security solutions to U.S. federal government (e.g., Department of Defence, Central Intelligence Agency, etc.) and enterprises (e.g., Amazon (AMZN), Citigroup (CITI), Microsoft(MSFT), etc.). The company was founded in 1969 and its mission is to focus on the needs of its customers. In fact, Telos puts always customer needs at first place, which means offering solutions or improvements required by its clients. Telos's ability to be a customer-centric organization can be clearly seen through the numbers, since 85% of Telos revenues are recurring (and approximately 50% of total revenue comes from segments with no or limited competition).The company offers different solution, among others:Telos Xacta:is a solution that embodies two main functions: first, to continuously manage the cyber risk (security assessment for instance); and second, to help organizations manage security compliance. As stated by the company, the main advantages coming from using Telos Xacta are:Source:Telos.comThe product is very appreciated by its customer since it is used not only by the U.S. federal government, but also by big clouds providers, such as AWS and Microsoft Azure.Telos Ghost:is a solution that we could see as VPN 2.0, summarized by the company as:\"you can't exploit what you can't see\".Nowadays, more and more people are using VPN to try to protect themselves against possible threats or just because they want to remain anonymous in the Internet. However, this is not enough, especially if you are a manager of a big company and you exchange business critical information with others. This is where Telos Ghost comes in your help: it creates a fully secured network, where all the data are encrypted, user information (e.g., location and identity) are hidden, and the company's network is protected against any possible cyber threat. As stated by the company, the main advantages coming from using Telos Xacta are:Source:Telos.comTelos ID:is an identity management solution, which uses technologies, such as fuse biometrics, credentials, etc., to make sure that only specific persons can have access to sensitive information. It is a dominant solution among U.S. federal agencies, but it is also gaining popularity among enterprises.Discounted Cash Flow ModelLet's now perform a DCF analysis. Fundamentally, the company has big opportunities to offer, even if not fully yet. Let's start by looking at the cost structure.Source:Author’s Estimates using data from latest 10K reportFrom the figure above we can clearly see how services represent the biggest portion of costs, namely 91% for the last year (versus 5 year average of 87%), and are those responsible for keeping the operating margins relatively low. On the other side, as we can imagine, the biggest portion of revenues comes from services, namely 89.6%.Source:Author’s Estimates using data from latest 10K reportIn particular, it is worth noting the changing growth trajectory which started in 2017 as a direct response to new business goals definition. In 2017, Telos started to invest into new products and solutions to expand its addressable market. These revenues growth dynamics are expected to keep increasing in line with its accelerating partnership programs and the strong brand name that company has in the industry.Before starting doing any projection, I retrieved 5 years of historical data to better understand how the company works. I present below the historical data and the projections I made for the years to come:Source:Author’s Estimates using data from latest 10K reportAt first sight, numbers don’t seem to be that promising, but we should not jump at that conclusion too fast and we should instead think out of the box. Until 2017, Telos used to work more with the government, but since 2018 its strategy has changed. In fact, as stated by the company, Telos is now focusing on leveraging its security solutions by expanding their presence in commercial markets; they do this by developing new solutions and strengthening the current ones.In particular, the company is focusing on improving its margins and revenues by expanding its partner program to speed up the scaling in the commercial and international markets. In fact, this is what they are doing: as right now, both Telos Ghost and Xacta are available through various AWS and Microsoft Azure marketplace. Now, in light of this, and considering also the willingness of president Joe Biden to put more efforts and money into cybersecurity projects, I allow the company to grow at a CAGR of 33% in the years 2 to 5 and then I steadily decrease the growth rate to 1.58% in year 10. Why 33%? Well, it's purely subjective. I look at the company revenue growth in recent years, the company revenues relative to the overall market size and to larger players in the sector.Now, for what concern margins, I believe that they can be improved, so I increase them to what I consider reasonable levels given the company business: 52% (versus current 34.69%) for the gross margin and 19.5% (versus current 0.69%) for the operating margin. To determine the company target margins, I look at the industry averages: for instance, the U.S. industry average margins are 23.30% and the global ones 19.31%.Source:Pages.stern.nyu.edu/~adamodar/A number that is worth to be noted is the sales to capital ratio (i.e. growth efficiency), which tells us how much we must reinvest to keep our business growing; the higher this number the more efficiently the company is growing. In doing my projections, I decrease this number to 0.95 in year 10 (i.e. industry average).Finally, let's look at the market inputs we need to use in the discounted cash flow model.Source:Author’s Estimates using data from latest 10K reportThe implied equity risk premium was computed following the country of incorporation approach, in this case looking only at the U.S. market. The implied equity risk premium at the time of the computation was of 4.02%, well below the historical 3 years median of 5.68%.Source:Pages.stern.nyu.edu/~adamodar/The cost of capital computations are displayed in the figure below:Source:Author’s Estimates using data from latest 10K reportNow, taking all the projections and discounting the cash flows, I obtain a value per share of $37.15 (19% potential upside); alternatively, if you prefer pricing the company instead of discounting the future cash flows, I come up with a value of $52.8 (70% potential upside). The pricing value is obtained by taking the expected EPS in 2025 of 1.76 and multiplying it for a P/E of 30. The P/E of 30 is obtained by looking at the current Palantir (PLTR) P/E value of 125 and bringing it down to what I believe is a more reasonable value.Source:Author’s Estimates using data from latest 10K reportCatalystsAt this point, you may be asking yourself: What kind of catalysts may make the value converge to the “fair” price? I would like to underline some possible catalysts, which are sector and company related.The first big catalyst I see comes from the companies themselves. By understanding the fact that the cyber threat is a real danger, which harms the business not only economically but also reputationally, businesses will be willing to do everything is in their power to protect themselves against such risks. Thus, they will invest heavily in cyberdefense.The second catalyst comes from the digital transformation we are living now, which will be even bigger in years to come. As we know, technology is bad and good at the same time, where the former comes from cyber-attacks.The third catalyst comes from the governments increasing spending in cybersecurity related projects, which is driven by two reasons: the willingness to protect critical information and the willingness to become leaders in the field.Source:Belfercenter.orgTechnical AnalysisSource:TradingView.comFor what concerns technical analysis, the formation I see is a “Flags, High and Tigh” with the odds in the stock’s favor. Let me explain why. First, this kind of formation is the one which I mostly love, since it offers the best performance: the average rise after the breakout is of 69% in a bull market and of 40% in a bear market; as right now, we are in a bull market according to the economic business cycle indicators. Then, if we look at the volume, we can see a falling volume structure, which makes the breakout performance even stronger (71% vs 52% for rising volume trend) and, given the current price levels, I see a risk-reward ratio of 2.9 over a period of 6 months to 1 year.Final ThoughtsThe digitalization process brings many benefits with it, but it also brings many risks. In a world in which enterprises are becoming more and more digital, cybersecurity represents a key piece to complete the puzzle. Not many have understood it yet, but when they will do, the trend will be already running at a fast pace and joining the train will offer a much lower risk-reward ratio.Even if Telos is not a newly founded company, it knows well the industry in which it operates and it is highly adaptable at the evolving environment. Going forward, the key metric to look at is its ability to expand in the commercial market, both domestic and international.Currently, it shows buying signals on both the fundamental and technical side and this should be taken into account. Especially for short-term investors (i.e. investors with a time horizon less than 1 year), I see an opportunity to get a return in the range of 40-60% over the next 6 to 12 months.","news_type":1},"isVote":1,"tweetType":1,"viewCount":244,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":190261856,"gmtCreate":1620624552275,"gmtModify":1704345747651,"author":{"id":"3581654744609547","authorId":"3581654744609547","name":"1ion","avatar":"https://community-static.tradeup.com/news/5eb43d1a6396c67d27010debcc8b8483","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581654744609547","authorIdStr":"3581654744609547"},"themes":[],"htmlText":"1","listText":"1","text":"1","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/190261856","repostId":"2134686276","repostType":4,"repost":{"id":"2134686276","kind":"news","pubTimestamp":1620604523,"share":"https://ttm.financial/m/news/2134686276?lang=&edition=fundamental","pubTime":"2021-05-10 07:55","market":"us","language":"en","title":"Coinbase, Disney, EA, DoorDash, Simon Property, and Other Stocks for Investors to Watch This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=2134686276","media":"FX Empire","summary":"Marriott International, an American multinational diversified hospitality company, is expected to report its first-quarter earnings of $0.03 per share, which represents a year-over-year decline of over 88% from $0.26 per share seen in the same quarter a year ago.The U.S. hotel operator’s revenue would slump about 50% to $2.36 billion. However, in the last quarter, the company has delivered an earnings surprise of over 20%.“Largest hotel brand company globally creates economies of scale, but the ","content":"<ul><li>Monday (May 10)</li><li>Tuesday (May 11)</li><li>Wednesday (May 12)</li><li>Thursday (May 13)</li><li>Friday (May 14)</li></ul><p>Earnings Calendar For The Week Of May 10</p><p><img src=\"https://static.tigerbbs.com/6ee15b26d510129ee55daa8fed460634\" tg-width=\"1430\" tg-height=\"662\"></p><h2>Monday (May 10)</h2><p><b>IN THE SPOTLIGHT: MARRIOTT</b></p><p>Marriott International, an American multinational diversified hospitality company, is expected to report its first-quarter earnings of $0.03 per share, which represents a year-over-year decline of over 88% from $0.26 per share seen in the same quarter a year ago.</p><p>The U.S. hotel operator’s revenue would slump about 50% to $2.36 billion. However, in the last quarter, the company has delivered an earnings surprise of over 20%.</p><p>“Largest hotel brand company globally creates economies of scale, but the spread of COVID-19 will pressure unit growth. With the stock trading near its historical average multiple, we see too wide a risk-reward to justify recommending, with upside/downside driven by how severe and quick business trends return to normal post-COVID-19,” noted Thomas Allen, equity analyst at <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a>.</p><h2>Tuesday (May 11)</h2><p><b>IN THE SPOTLIGHT: ELECTRONIC ARTS</b></p><p>Electronic Arts, <a href=\"https://laohu8.com/S/AONE\">one</a> of the world’s largest video game publishers, is expected to report its fiscal fourth-quarter earnings of $1.04 per share, which represents a year-over-year decline of over 3% from $1.08 per share seen in the same quarter a year ago.</p><p>The world’s largest video game publishers would post revenue growth of about 15% to around $1.39 billion. However, in the last four quarters, the company has delivered an earnings surprise of over 500%.</p><p>“For the fourth quarter of fiscal 2021, EA expects GAAP revenues of $1.317 billion, cost of revenues to be $302 million, and operating expenses of $837 million. EA anticipates a loss per share of 7 cents for the fourth quarter. Net bookings are expected to be $1.375 billion, which indicates an increase of $75 million over the prior guidance. For fiscal 2021, EA expects revenues of $5.6 billion, cost of revenues to be $1.477 billion, and earnings per share of $2.54,” noted analysts at ZACKS Research.</p><h2>Wednesday (May 12)</h2><table width=\"434\"><tbody><tr><td width=\"64\"><b>Ticker</b></td><td width=\"257\"><b>Company</b></td><td width=\"113\"><b>EPS Forecast</b></td></tr><tr><td width=\"64\"><u>WEN</u></td><td width=\"257\">Wendy’s</td><td width=\"113\">$0.15</td></tr><tr><td width=\"64\"><u>WIX</u></td><td width=\"257\">WIX</td><td width=\"113\">-$0.68</td></tr><tr><td width=\"64\"><u>DT</u></td><td width=\"257\">Dynatrace Holdings</td><td width=\"113\">$0.14</td></tr><tr><td width=\"64\"><u>WWW</u></td><td width=\"257\">Wolverine World Wide</td><td width=\"113\">$0.40</td></tr><tr><td width=\"64\"><u>LITE</u></td><td width=\"257\">Lumentum Holdings Inc</td><td width=\"113\">$1.42</td></tr><tr><td width=\"64\"><u>DOX</u></td><td width=\"257\">Amdocs</td><td width=\"113\">$1.13</td></tr><tr><td width=\"64\"><u>JACK</u></td><td width=\"257\">Jack In The Box</td><td width=\"113\">$1.29</td></tr><tr><td width=\"64\"><u>GOCO</u></td><td width=\"257\">Gocompare.Com</td><td width=\"113\">$0.00</td></tr><tr><td width=\"64\"><u>SONO</u></td><td width=\"257\"><a href=\"https://laohu8.com/S/SONO\">Sonos Inc</a></td><td width=\"113\">-$0.22</td></tr><tr><td width=\"64\"><u>PAAS</u></td><td width=\"257\">Pan American Silver USA</td><td width=\"113\">$0.30</td></tr><tr><td width=\"64\"><u>MAURY</u></td><td width=\"257\">Marui ADR</td><td width=\"113\">$0.15</td></tr><tr><td width=\"64\"><u>TM</u></td><td width=\"257\">Toyota Motor</td><td width=\"113\">$3.67</td></tr><tr><td width=\"64\"><u>AEG</u></td><td width=\"257\">Aegon</td><td width=\"113\">$0.17</td></tr><tr><td width=\"64\"><u>BRFS</u></td><td width=\"257\">BRF</td><td width=\"113\">$0.02</td></tr><tr><td width=\"64\"><u>EBR</u></td><td width=\"257\">Centrais Eletricas Brasileiras</td><td width=\"113\">$0.27</td></tr><tr><td width=\"64\"><u>BAYRY</u></td><td width=\"257\">Bayer AG PK</td><td width=\"113\">$0.73</td></tr><tr><td width=\"64\"><u>TCEHY</u></td><td width=\"257\">Tencent</td><td width=\"113\">$0.53</td></tr><tr><td width=\"64\"><u>DM</u></td><td width=\"257\">Dominion Midstream Partners</td><td width=\"113\">-$0.13</td></tr><tr><td width=\"64\"><u>FLO</u></td><td width=\"257\">Flowers Foods</td><td width=\"113\">$0.37</td></tr></tbody></table><h2>Thursday (May 13)</h2><p><b>IN THE SPOTLIGHT: ALIBABA, WALT DISNEY</b></p><p><b>ALIBABA</b>: China’s Alibaba Group Holding, the largest online and mobile e-commerce company in the world, is expected to report its fiscal fourth-quarter earnings of $1.82 per share, up over 40% from the same quarter a year ago. China’s biggest online commerce company’s revenue to surge more than 70% to $27.7 billion.</p><p>“Heightened investments in Taobao Deal and Grocery for user acquisition in less-affluent regions in China, should support long-term growth in core e-commerce business. Merchants’ marketing budgets will continue to shift online given rising reliance on e-commerce and better conversion. Alibaba’s ad resources remain under-monetized,” noted Gary Yu, equity analyst at Morgan Stanley.</p><p>“Digitalization trend in China will also sustain AliCloud’s growth potential. Gradual margin expansion will be a long-term profit driver. We see limited near-term catalysts but F22e P/E valuation remains attractive. We also see further downside support from additional disclosure to separate losses from new investments from profitable core e-commerce businesses.”</p><p><b>WALT DISNEY: </b>The world’s leading producers and providers of entertainment and information is expected to report its fiscal second-quarter earnings of $0.27 per share, which represents a year-over-year decline of over 50%. The Chicago, Illinois-based family entertainment company’s revenue would slump over 10% to $ 16.1 billion.</p><p>“Disney is building content assets that enable it to take advantage of the significant direct-to-consumer streaming opportunity ahead. Disney’s underlying IP remains best-in-class, supporting long-term content monetization opportunities,” noted Benjamin Swinburne, equity analyst at Morgan Stanley.</p><p>“During this period of FCF pressure from Parks closures, ESPN’s FCF generation is key to driving down leverage. Historical cycles suggest a potential return to above prior peak US Parks revenues in FY23.”</p><p>TAKE A LOOK AT OUR EARNINGS CALENDAR FOR THE FULL RELEASES FOR THE MAY 13</p><table width=\"472\"><tbody><tr><td width=\"64\"><b>Ticker</b></td><td width=\"285\"><b>Company</b></td><td width=\"123\"><b>EPS Forecast</b></td></tr><tr><td width=\"64\"><u>CELH</u></td><td width=\"285\">Celsius</td><td width=\"123\">$0.00</td></tr><tr><td width=\"64\"><u>HAE</u></td><td width=\"285\">Haemonetics</td><td width=\"123\">$0.69</td></tr><tr><td width=\"64\"><u>BABA</u></td><td width=\"285\">Alibaba</td><td width=\"123\">$11.80</td></tr><tr><td width=\"64\"><u>BAM</u></td><td width=\"285\">Brookfield Asset Management USA</td><td width=\"123\">$0.87</td></tr><tr><td width=\"64\"><u>TAC</u></td><td width=\"285\">TransAlta USA</td><td width=\"123\">$0.06</td></tr><tr><td width=\"64\"><u>UTZ</u></td><td width=\"285\">Utz Brands</td><td width=\"123\">$0.15</td></tr><tr><td width=\"64\"><u>VERX</u></td><td width=\"285\">Vertex Inc. Cl A</td><td width=\"123\">$0.05</td></tr><tr><td width=\"64\"><u>FTCH</u></td><td width=\"285\">Farfetch</td><td width=\"123\">-$0.28</td></tr><tr><td width=\"64\"><u>DIS</u></td><td width=\"285\">Walt Disney</td><td width=\"123\">$0.27</td></tr><tr><td width=\"64\"><u>AMAT</u></td><td width=\"285\">Applied Materials</td><td width=\"123\">$1.50</td></tr><tr><td width=\"64\"><u>DDS</u></td><td width=\"285\">Dillards</td><td width=\"123\">$1.20</td></tr><tr><td width=\"64\"><u>VNET</u></td><td width=\"285\">21Vianet</td><td width=\"123\">-$0.02</td></tr><tr><td width=\"64\"><u>TEF</u></td><td width=\"285\">Telefonica</td><td width=\"123\">$0.16</td></tr><tr><td width=\"64\"><u>PBR</u></td><td width=\"285\">Petroleo Brasileiro Petrobras</td><td width=\"123\">$0.12</td></tr><tr><td width=\"64\"><u>NICE</u></td><td width=\"285\">Nice Systems</td><td width=\"123\">$1.50</td></tr><tr><td width=\"64\"><u>TYOYY</u></td><td width=\"285\">Taiyo Yuden ADR</td><td width=\"123\">$2.09</td></tr><tr><td width=\"64\"><u>IX</u></td><td width=\"285\">Orix</td><td width=\"123\">$1.97</td></tr><tr><td width=\"64\"><u>SGAMY</u></td><td width=\"285\">Sega Sammy ADR</td><td width=\"123\">-$0.02</td></tr><tr><td width=\"64\"><u>SOMLY</u></td><td width=\"285\">Secom ADR</td><td width=\"123\">$0.27</td></tr><tr><td width=\"64\"><u>OJIPY</u></td><td width=\"285\">Oji ADR</td><td width=\"123\">$1.57</td></tr><tr><td width=\"64\"><u>SBS</u></td><td width=\"285\">Companhia De Saneamento Basico</td><td width=\"123\">$0.15</td></tr></tbody></table><h2>Friday (May 14)</h2><table width=\"425\"><tbody><tr><td width=\"64\"><b>Ticker</b></td><td width=\"257\"><b>Company</b></td><td width=\"104\"><b>EPS Forecast</b></td></tr><tr><td width=\"64\"><u>MFG</u></td><td width=\"257\">Mizuho Financial</td><td width=\"104\">$0.06</td></tr><tr><td width=\"64\"><u>CIG</u></td><td width=\"257\">Companhia Energetica Minas Gerais</td><td width=\"104\">$0.08</td></tr><tr><td width=\"64\"><u>HMC</u></td><td width=\"257\">Honda Motor</td><td width=\"104\">$0.41</td></tr><tr><td width=\"64\"><u>SMFG</u></td><td width=\"257\">Sumitomo Mitsui Financial</td><td width=\"104\">$0.12</td></tr><tr><td width=\"64\"><u>RDY</u></td><td width=\"257\">Drreddys Laboratories</td><td width=\"104\">$0.52</td></tr></tbody></table>","source":"yahoofinance","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, Disney, EA, DoorDash, Simon Property, and Other Stocks for Investors to Watch This Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCoinbase, Disney, EA, DoorDash, Simon Property, and Other Stocks for Investors to Watch This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-10 07:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/earnings-watch-next-week-marriott-071123228.html><strong>FX Empire</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Monday (May 10)Tuesday (May 11)Wednesday (May 12)Thursday (May 13)Friday (May 14)Earnings Calendar For The Week Of May 10Monday (May 10)IN THE SPOTLIGHT: MARRIOTTMarriott International, an American ...</p>\n\n<a href=\"https://finance.yahoo.com/news/earnings-watch-next-week-marriott-071123228.html\">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://finance.yahoo.com/news/earnings-watch-next-week-marriott-071123228.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2134686276","content_text":"Monday (May 10)Tuesday (May 11)Wednesday (May 12)Thursday (May 13)Friday (May 14)Earnings Calendar For The Week Of May 10Monday (May 10)IN THE SPOTLIGHT: MARRIOTTMarriott International, an American multinational diversified hospitality company, is expected to report its first-quarter earnings of $0.03 per share, which represents a year-over-year decline of over 88% from $0.26 per share seen in the same quarter a year ago.The U.S. hotel operator’s revenue would slump about 50% to $2.36 billion. However, in the last quarter, the company has delivered an earnings surprise of over 20%.“Largest hotel brand company globally creates economies of scale, but the spread of COVID-19 will pressure unit growth. With the stock trading near its historical average multiple, we see too wide a risk-reward to justify recommending, with upside/downside driven by how severe and quick business trends return to normal post-COVID-19,” noted Thomas Allen, equity analyst at Morgan Stanley.Tuesday (May 11)IN THE SPOTLIGHT: ELECTRONIC ARTSElectronic Arts, one of the world’s largest video game publishers, is expected to report its fiscal fourth-quarter earnings of $1.04 per share, which represents a year-over-year decline of over 3% from $1.08 per share seen in the same quarter a year ago.The world’s largest video game publishers would post revenue growth of about 15% to around $1.39 billion. However, in the last four quarters, the company has delivered an earnings surprise of over 500%.“For the fourth quarter of fiscal 2021, EA expects GAAP revenues of $1.317 billion, cost of revenues to be $302 million, and operating expenses of $837 million. EA anticipates a loss per share of 7 cents for the fourth quarter. Net bookings are expected to be $1.375 billion, which indicates an increase of $75 million over the prior guidance. For fiscal 2021, EA expects revenues of $5.6 billion, cost of revenues to be $1.477 billion, and earnings per share of $2.54,” noted analysts at ZACKS Research.Wednesday (May 12)TickerCompanyEPS ForecastWENWendy’s$0.15WIXWIX-$0.68DTDynatrace Holdings$0.14WWWWolverine World Wide$0.40LITELumentum Holdings Inc$1.42DOXAmdocs$1.13JACKJack In The Box$1.29GOCOGocompare.Com$0.00SONOSonos Inc-$0.22PAASPan American Silver USA$0.30MAURYMarui ADR$0.15TMToyota Motor$3.67AEGAegon$0.17BRFSBRF$0.02EBRCentrais Eletricas Brasileiras$0.27BAYRYBayer AG PK$0.73TCEHYTencent$0.53DMDominion Midstream Partners-$0.13FLOFlowers Foods$0.37Thursday (May 13)IN THE SPOTLIGHT: ALIBABA, WALT DISNEYALIBABA: China’s Alibaba Group Holding, the largest online and mobile e-commerce company in the world, is expected to report its fiscal fourth-quarter earnings of $1.82 per share, up over 40% from the same quarter a year ago. China’s biggest online commerce company’s revenue to surge more than 70% to $27.7 billion.“Heightened investments in Taobao Deal and Grocery for user acquisition in less-affluent regions in China, should support long-term growth in core e-commerce business. Merchants’ marketing budgets will continue to shift online given rising reliance on e-commerce and better conversion. Alibaba’s ad resources remain under-monetized,” noted Gary Yu, equity analyst at Morgan Stanley.“Digitalization trend in China will also sustain AliCloud’s growth potential. Gradual margin expansion will be a long-term profit driver. We see limited near-term catalysts but F22e P/E valuation remains attractive. We also see further downside support from additional disclosure to separate losses from new investments from profitable core e-commerce businesses.”WALT DISNEY: The world’s leading producers and providers of entertainment and information is expected to report its fiscal second-quarter earnings of $0.27 per share, which represents a year-over-year decline of over 50%. The Chicago, Illinois-based family entertainment company’s revenue would slump over 10% to $ 16.1 billion.“Disney is building content assets that enable it to take advantage of the significant direct-to-consumer streaming opportunity ahead. Disney’s underlying IP remains best-in-class, supporting long-term content monetization opportunities,” noted Benjamin Swinburne, equity analyst at Morgan Stanley.“During this period of FCF pressure from Parks closures, ESPN’s FCF generation is key to driving down leverage. Historical cycles suggest a potential return to above prior peak US Parks revenues in FY23.”TAKE A LOOK AT OUR EARNINGS CALENDAR FOR THE FULL RELEASES FOR THE MAY 13TickerCompanyEPS ForecastCELHCelsius$0.00HAEHaemonetics$0.69BABAAlibaba$11.80BAMBrookfield Asset Management USA$0.87TACTransAlta USA$0.06UTZUtz Brands$0.15VERXVertex Inc. Cl A$0.05FTCHFarfetch-$0.28DISWalt Disney$0.27AMATApplied Materials$1.50DDSDillards$1.20VNET21Vianet-$0.02TEFTelefonica$0.16PBRPetroleo Brasileiro Petrobras$0.12NICENice Systems$1.50TYOYYTaiyo Yuden ADR$2.09IXOrix$1.97SGAMYSega Sammy ADR-$0.02SOMLYSecom ADR$0.27OJIPYOji ADR$1.57SBSCompanhia De Saneamento Basico$0.15Friday (May 14)TickerCompanyEPS ForecastMFGMizuho Financial$0.06CIGCompanhia Energetica Minas Gerais$0.08HMCHonda Motor$0.41SMFGSumitomo Mitsui Financial$0.12RDYDrreddys Laboratories$0.52","news_type":1},"isVote":1,"tweetType":1,"viewCount":499,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3581993954812723","authorId":"3581993954812723","name":"BraveAAC","avatar":"https://static.tigerbbs.com/5a1e3a611a362857570052e45ff04ad3","crmLevel":4,"crmLevelSwitch":0,"idStr":"3581993954812723","authorIdStr":"3581993954812723"},"content":"Reply my comment [blood spray] [blood spray] [MoMo]","text":"Reply my comment [blood spray] [blood spray] [MoMo]","html":"Reply my comment [blood spray] [blood spray] [MoMo]"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":190948125,"gmtCreate":1620575601267,"gmtModify":1704345108971,"author":{"id":"3581654744609547","authorId":"3581654744609547","name":"1ion","avatar":"https://community-static.tradeup.com/news/5eb43d1a6396c67d27010debcc8b8483","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581654744609547","authorIdStr":"3581654744609547"},"themes":[],"htmlText":"2","listText":"2","text":"2","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/190948125","repostId":"1170905579","repostType":4,"repost":{"id":"1170905579","kind":"news","pubTimestamp":1620462497,"share":"https://ttm.financial/m/news/1170905579?lang=&edition=fundamental","pubTime":"2021-05-08 16:28","market":"us","language":"en","title":"The real story of the Trump-Facebook saga","url":"https://stock-news.laohu8.com/highlight/detail?id=1170905579","media":"Yahoo Finance ","summary":"It’s not this complicated.Like other bumbling corporations reluctant to take a stand, Facebook and i","content":"<p>It’s not this complicated.</p><p>Like other bumbling corporations reluctant to take a stand, Facebook and its CEO, Mark Zuckerberg, have turned a temporary controversy into an ongoing fiasco. The social-media giant could have permanently banned then-President Donald Trump on Jan. 7, after he used the platform to lie about the 2020 election and praise rioters trying to seize control of the US Capitol the day before. Trump and his supporters would have squealed, but decisive action by Facebook would have left them no choice: Deal with it.</p><p>Instead, Facebook (FB) suspended Trump’s account “indefinitely,” while asking the company’s “oversight board”—a group of outside policy experts—to recommend a permanent solution. On May 5, the board “upheld” Facebook’s decision to exile Trump, but it alsodinged Facebook for the arbitrary application of vague standards. Instead of handing the company a simple answer, it told Facebook to come up with a permanent solution of its own within six months.</p><p>Have you ever watched an overwrought parent try to negotiate with a misbehaving five-year-old? Instead of telling the kid to stop being a brat, the parent tries to persuade the child why it’s important to stop being a brat, hoping the child will stop being a brat because he sees the light and learns an important life lesson in the process. You want to shout, “just tell him to stop it!”</p><p>This is what’s going on with Facebook and its oversight board. Facebook is trying to dodge responsibility for making a decision sure to be unpopular with some of its users. The oversight board, relishing its own perceived importance, issued an11,800 word communiquethat didn’t resolve anything. The real answer is painfully obvious: Facebook should permanently ban anybody who’s a chronic liar and violence inciter. Yet nobody in Faceworld can say it.</p><p>Let’s quickly review what’s really happening in the Facebook saga, by annotating the motives of the key players. It won’t take thousands of words.</p><p><b>Donald Trump.</b>He wants the largest possible audience for his propaganda, includinghis lies about the 2020 election being stolenfrom him. Trump is a wannabe despot whoclaims persecutionto distract followers from his aberrant behavior and his election losses. It also helps him raise money from gullible sympathizers. As a private-sector entity, Facebook has the right to boot users who cause the company trouble, which Trump clearly did. There’s no free speech or First Amendment issue at all, because Trump is still free to publish his own views on a platform of his own. If it were a free speech issue, Facebook could cite the First Amendment to declare it faces no obligation to publish anybody's views, just as a newspaper doesn't have to run government manifestoes. Trump's claim of “censorship” is ridiculous, but it obviously keeps him in the news and fires up his supporters.</p><p><b>The Trump cult.</b>Echoing Trump,other Republican politiciansclaim Facebook and other social-media sites single out conservatives for “censorship.” They’re mixing up cause and effect. Election lies and other disinformation are now a staple of the Trump wing of the Republican party, and these lies trigger retaliation by the companies hosting the offending accounts. If Trumpers lied less, social media would “censor” them less. Most of them know this, but “censorship” gives them a bogus cause that helps generate outrage among their followers and juice their own campaign contributions.</p><p><b>Mark Zuckerberg.</b>The Facebook CEO cares about making money above all, and there’s not necessarily anything wrong with that. Zuckerberg wants to outsource the decision about Trump so that he and the company don’t seem to be directly responsible for an outcome likely to anger millions of conservative Facebook users. He may also want to have plausible deniability the next time he testifies before Congress, so that when a Trump lackey such as Rep. Jim Jordan (R., Ohio) tries to pillory Zuckerberg for persecuting Trump, Zuckerberg can say, “it wasn’t me.” It’s not clear Facebook is actually losing money because of the Trump feud, but even if it is, Zuckerberg has miscalculated by failing to account for other damage caused by allowing the Trump debacle to fester.</p><p><b>Democrats.</b>They don’t like Facebook either, but Sen. Elizabeth Warren and other Facebook critics on the left have a different gripe:Facebook abuses user dataand hastoo much powerin the digital advertising market. Facebook has few friends in Congress, but it does have one important thing going for it: The company’s Republican and Democratic critics are so divided that they may never agree on any legislation that reins in the company’s power.</p><p>There’s only one way the Facebook-Trump saga can end: A permanent Trump ban. Trump will never stop lying, and any negotiated return to Facebook would only restart the cycle. Around the same time Facebook indefinitely banned Trump, Twitteraxed his account permanently. It didn’t drag out the decision or ask somebody else to decide for it. Twitter (TWTR) is no longer explaining or relitigating its Trump decision, which is where Facebook might be in a year or two. It has already taken too long.</p>","source":"yahoofinance_sg","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>The real story of the Trump-Facebook saga</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\">\nThe real story of the Trump-Facebook saga\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-08 16:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/the-real-story-of-the-trump-facebook-saga-145941882.html><strong>Yahoo Finance </strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It’s not this complicated.Like other bumbling corporations reluctant to take a stand, Facebook and its CEO, Mark Zuckerberg, have turned a temporary controversy into an ongoing fiasco. The social-...</p>\n\n<a href=\"https://finance.yahoo.com/news/the-real-story-of-the-trump-facebook-saga-145941882.html\">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://finance.yahoo.com/news/the-real-story-of-the-trump-facebook-saga-145941882.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170905579","content_text":"It’s not this complicated.Like other bumbling corporations reluctant to take a stand, Facebook and its CEO, Mark Zuckerberg, have turned a temporary controversy into an ongoing fiasco. The social-media giant could have permanently banned then-President Donald Trump on Jan. 7, after he used the platform to lie about the 2020 election and praise rioters trying to seize control of the US Capitol the day before. Trump and his supporters would have squealed, but decisive action by Facebook would have left them no choice: Deal with it.Instead, Facebook (FB) suspended Trump’s account “indefinitely,” while asking the company’s “oversight board”—a group of outside policy experts—to recommend a permanent solution. On May 5, the board “upheld” Facebook’s decision to exile Trump, but it alsodinged Facebook for the arbitrary application of vague standards. Instead of handing the company a simple answer, it told Facebook to come up with a permanent solution of its own within six months.Have you ever watched an overwrought parent try to negotiate with a misbehaving five-year-old? Instead of telling the kid to stop being a brat, the parent tries to persuade the child why it’s important to stop being a brat, hoping the child will stop being a brat because he sees the light and learns an important life lesson in the process. You want to shout, “just tell him to stop it!”This is what’s going on with Facebook and its oversight board. Facebook is trying to dodge responsibility for making a decision sure to be unpopular with some of its users. The oversight board, relishing its own perceived importance, issued an11,800 word communiquethat didn’t resolve anything. The real answer is painfully obvious: Facebook should permanently ban anybody who’s a chronic liar and violence inciter. Yet nobody in Faceworld can say it.Let’s quickly review what’s really happening in the Facebook saga, by annotating the motives of the key players. It won’t take thousands of words.Donald Trump.He wants the largest possible audience for his propaganda, includinghis lies about the 2020 election being stolenfrom him. Trump is a wannabe despot whoclaims persecutionto distract followers from his aberrant behavior and his election losses. It also helps him raise money from gullible sympathizers. As a private-sector entity, Facebook has the right to boot users who cause the company trouble, which Trump clearly did. There’s no free speech or First Amendment issue at all, because Trump is still free to publish his own views on a platform of his own. If it were a free speech issue, Facebook could cite the First Amendment to declare it faces no obligation to publish anybody's views, just as a newspaper doesn't have to run government manifestoes. Trump's claim of “censorship” is ridiculous, but it obviously keeps him in the news and fires up his supporters.The Trump cult.Echoing Trump,other Republican politiciansclaim Facebook and other social-media sites single out conservatives for “censorship.” They’re mixing up cause and effect. Election lies and other disinformation are now a staple of the Trump wing of the Republican party, and these lies trigger retaliation by the companies hosting the offending accounts. If Trumpers lied less, social media would “censor” them less. Most of them know this, but “censorship” gives them a bogus cause that helps generate outrage among their followers and juice their own campaign contributions.Mark Zuckerberg.The Facebook CEO cares about making money above all, and there’s not necessarily anything wrong with that. Zuckerberg wants to outsource the decision about Trump so that he and the company don’t seem to be directly responsible for an outcome likely to anger millions of conservative Facebook users. He may also want to have plausible deniability the next time he testifies before Congress, so that when a Trump lackey such as Rep. Jim Jordan (R., Ohio) tries to pillory Zuckerberg for persecuting Trump, Zuckerberg can say, “it wasn’t me.” It’s not clear Facebook is actually losing money because of the Trump feud, but even if it is, Zuckerberg has miscalculated by failing to account for other damage caused by allowing the Trump debacle to fester.Democrats.They don’t like Facebook either, but Sen. Elizabeth Warren and other Facebook critics on the left have a different gripe:Facebook abuses user dataand hastoo much powerin the digital advertising market. Facebook has few friends in Congress, but it does have one important thing going for it: The company’s Republican and Democratic critics are so divided that they may never agree on any legislation that reins in the company’s power.There’s only one way the Facebook-Trump saga can end: A permanent Trump ban. Trump will never stop lying, and any negotiated return to Facebook would only restart the cycle. Around the same time Facebook indefinitely banned Trump, Twitteraxed his account permanently. It didn’t drag out the decision or ask somebody else to decide for it. Twitter (TWTR) is no longer explaining or relitigating its Trump decision, which is where Facebook might be in a year or two. It has already taken too long.","news_type":1},"isVote":1,"tweetType":1,"viewCount":500,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":190948083,"gmtCreate":1620575567442,"gmtModify":1704345108647,"author":{"id":"3581654744609547","authorId":"3581654744609547","name":"1ion","avatar":"https://community-static.tradeup.com/news/5eb43d1a6396c67d27010debcc8b8483","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581654744609547","authorIdStr":"3581654744609547"},"themes":[],"htmlText":"1","listText":"1","text":"1","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/190948083","repostId":"1106882084","repostType":4,"repost":{"id":"1106882084","kind":"news","pubTimestamp":1620451121,"share":"https://ttm.financial/m/news/1106882084?lang=&edition=fundamental","pubTime":"2021-05-08 13:18","market":"us","language":"en","title":"US IPO Week Ahead: Mortgage insurance and cross-border e-commerce lead a 7 IPO week","url":"https://stock-news.laohu8.com/highlight/detail?id=1106882084","media":"renaissancecap...","summary":"Seven IPOs are slated to raise $1.6 billion in the week ahead, led by private mortgage insurance companyEnact Holdings.The largest deal of the week,Enact Holdings plans to raise $497 million at a $3.6 billion market cap. Being spun out of Genworth Financial, Enact is a leading private mortgage insurance company in the US, with a 17% share of the market in 2020. The company saw a 60% increase in new insurance written during the year, though COVID-19 has caused higher delinquencies and losses.Cros","content":"<p>Seven IPOs are slated to raise $1.6 billion in the week ahead, led by private mortgage insurance company<b>Enact Holdings</b>(ACT).</p>\n<p>The largest deal of the week,<b>Enact Holdings</b>(ACT) plans to raise $497 million at a $3.6 billion market cap. Being spun out of Genworth Financial, Enact is a leading private mortgage insurance company in the US, with a 17% share of the market in 2020. The company saw a 60% increase in new insurance written during the year, though COVID-19 has caused higher delinquencies and losses.</p>\n<p>Cross-border e-commerce platform<b>Global-E Online</b>(GLBE) plans to raise $360 million at a $4.0 billion market cap. The company states that it has built the world’s leading platform to enable and accelerate global, direct-to-consumer cross-border e-commerce. Fast growing and profitable in 2020, Global-E has over 400 merchants on its platform and currently supports transactions in over 200 markets worldwide.</p>\n<p>Hearing care services provider<b>hear.com</b>(HCG) plans to raise $300 million at a $2.1 billion market cap. The company’s data-driven approach to hearing care enables them to deliver a personalized experience and respond to customer needs in real time. While its conversion rate fell slightly in the FY20, hear.com saw 25%+ increases in both appointments and total customer sales.</p>\n<p>Brazilian customer experience platform<b>Zenvia</b>(ZENV) plans to raise $213 million at a $607 million market cap. The company’s software platform facilitated the flow of communication for more than 9,400 customers throughout Latin America as of December 31, 2020. While it achieved a standalone net revenue expansion rate of over 110%, Zenvia’s EBIT turned negative in 2020.</p>\n<p>Israeli web analytics provider<b>Similarweb</b>(SMWB) plans to raise $160 million at a $1.7 billion market cap. The company has blue-chip customers across a variety of industries, and they include marketers, strategy teams, salespeople, analysts, and investors. Similarweb has demonstrated growth, though it remains small and unprofitable with widening losses.</p>\n<p>Online hydroponic equipment supplier<b>iPower</b>(IPW) plans to raise $24 million at a $202 million market cap. Fast growing and profitable, the company sells equipment that enables its customers to grow fruits, vegetables, flowers, and other plants, including cannabis, through its own website and third party retailers like Amazon, eBay, and Walmart.</p>\n<p>Canadian cannabis products developer<b>Flora Growth</b>(FLGC) plans to raise $15 million at a $221 million market cap. Flora Growth cultivates and processes medical-grade cannabis oil and other cannabis derived products in Colombia. Flora Growth is highly unprofitable, and it just began generating revenues this past August.</p>\n<p><img src=\"https://static.tigerbbs.com/57e90b667064a33ea39693340582c44c\" tg-width=\"1064\" tg-height=\"646\"></p>","source":"lsy1619493174116","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: Mortgage insurance and cross-border e-commerce lead a 7 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: Mortgage insurance and cross-border e-commerce lead a 7 IPO week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-08 13:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.renaissancecapital.com/IPO-Center/News/81602/US-IPO-Week-Ahead-Mortgage-insurance-and-cross-border-e-commerce-lead-a-7-I><strong>renaissancecap...</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Seven IPOs are slated to raise $1.6 billion in the week ahead, led by private mortgage insurance companyEnact Holdings(ACT).\nThe largest deal of the week,Enact Holdings(ACT) plans to raise $497 ...</p>\n\n<a href=\"https://www.renaissancecapital.com/IPO-Center/News/81602/US-IPO-Week-Ahead-Mortgage-insurance-and-cross-border-e-commerce-lead-a-7-I\">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.renaissancecapital.com/IPO-Center/News/81602/US-IPO-Week-Ahead-Mortgage-insurance-and-cross-border-e-commerce-lead-a-7-I","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106882084","content_text":"Seven IPOs are slated to raise $1.6 billion in the week ahead, led by private mortgage insurance companyEnact Holdings(ACT).\nThe largest deal of the week,Enact Holdings(ACT) plans to raise $497 million at a $3.6 billion market cap. Being spun out of Genworth Financial, Enact is a leading private mortgage insurance company in the US, with a 17% share of the market in 2020. The company saw a 60% increase in new insurance written during the year, though COVID-19 has caused higher delinquencies and losses.\nCross-border e-commerce platformGlobal-E Online(GLBE) plans to raise $360 million at a $4.0 billion market cap. The company states that it has built the world’s leading platform to enable and accelerate global, direct-to-consumer cross-border e-commerce. Fast growing and profitable in 2020, Global-E has over 400 merchants on its platform and currently supports transactions in over 200 markets worldwide.\nHearing care services providerhear.com(HCG) plans to raise $300 million at a $2.1 billion market cap. The company’s data-driven approach to hearing care enables them to deliver a personalized experience and respond to customer needs in real time. While its conversion rate fell slightly in the FY20, hear.com saw 25%+ increases in both appointments and total customer sales.\nBrazilian customer experience platformZenvia(ZENV) plans to raise $213 million at a $607 million market cap. The company’s software platform facilitated the flow of communication for more than 9,400 customers throughout Latin America as of December 31, 2020. While it achieved a standalone net revenue expansion rate of over 110%, Zenvia’s EBIT turned negative in 2020.\nIsraeli web analytics providerSimilarweb(SMWB) plans to raise $160 million at a $1.7 billion market cap. The company has blue-chip customers across a variety of industries, and they include marketers, strategy teams, salespeople, analysts, and investors. Similarweb has demonstrated growth, though it remains small and unprofitable with widening losses.\nOnline hydroponic equipment supplieriPower(IPW) plans to raise $24 million at a $202 million market cap. Fast growing and profitable, the company sells equipment that enables its customers to grow fruits, vegetables, flowers, and other plants, including cannabis, through its own website and third party retailers like Amazon, eBay, and Walmart.\nCanadian cannabis products developerFlora Growth(FLGC) plans to raise $15 million at a $221 million market cap. Flora Growth cultivates and processes medical-grade cannabis oil and other cannabis derived products in Colombia. Flora Growth is highly unprofitable, and it just began generating revenues this past August.","news_type":1},"isVote":1,"tweetType":1,"viewCount":94,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":104070799,"gmtCreate":1620347509311,"gmtModify":1704342264739,"author":{"id":"3581654744609547","authorId":"3581654744609547","name":"1ion","avatar":"https://community-static.tradeup.com/news/5eb43d1a6396c67d27010debcc8b8483","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581654744609547","authorIdStr":"3581654744609547"},"themes":[],"htmlText":"wow","listText":"wow","text":"wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/104070799","repostId":"1160617696","repostType":4,"isVote":1,"tweetType":1,"viewCount":103,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":105992220,"gmtCreate":1620262557160,"gmtModify":1704340943247,"author":{"id":"3581654744609547","authorId":"3581654744609547","name":"1ion","avatar":"https://community-static.tradeup.com/news/5eb43d1a6396c67d27010debcc8b8483","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581654744609547","authorIdStr":"3581654744609547"},"themes":[],"htmlText":"what does receive a response&nbsp;to my comment means? i also failed to get this","listText":"what does receive a response&nbsp;to my comment means? i also failed to get this","text":"what does receive a response to my comment means? i also failed to get this","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/105992220","repostId":"1148686352","repostType":4,"isVote":1,"tweetType":1,"viewCount":215,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3578570760040163","authorId":"3578570760040163","name":"hmmwvms","avatar":"https://static.tigerbbs.com/a906b2444a1aca7cd161a6e1ee03687e","crmLevel":6,"crmLevelSwitch":0,"idStr":"3578570760040163","authorIdStr":"3578570760040163"},"content":"Means this. I put a comment to your comment. If you can put one here will be good too :)","text":"Means this. I put a comment to your comment. If you can put one here will be good too :)","html":"Means this. I put a comment to your comment. If you can put one here will be good too :)"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":105993591,"gmtCreate":1620262404813,"gmtModify":1704340937881,"author":{"id":"3581654744609547","authorId":"3581654744609547","name":"1ion","avatar":"https://community-static.tradeup.com/news/5eb43d1a6396c67d27010debcc8b8483","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581654744609547","authorIdStr":"3581654744609547"},"themes":[],"htmlText":"wow","listText":"wow","text":"wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/105993591","repostId":"1148686352","repostType":4,"repost":{"id":"1148686352","kind":"news","pubTimestamp":1620224535,"share":"https://ttm.financial/m/news/1148686352?lang=&edition=fundamental","pubTime":"2021-05-05 22:22","market":"us","language":"en","title":"This Day In Market History: Panic Of 1893 Crashes Stock Market","url":"https://stock-news.laohu8.com/highlight/detail?id=1148686352","media":"benzinga","summary":"What Happened?On this day in 1893, U.S. stocks suffered their worst intraday loss in history at the ","content":"<p><b>What Happened?</b>On this day in 1893, U.S. stocks suffered their worst intraday loss in history at the time.</p>\n<p><b>Where The Market Was:</b>The Dow finished the day at 30.02.</p>\n<p><b>What Else Was Going On In The World?</b>In 1893, Thomas Edison completed the world’s first movie studio in West Orange, New Jersey. Lizzie Borden was acquitted of the ax murders of her father and stepmother. A fresh, one-pound beef steak cost 10 cents.</p>\n<p><b>Panic Of 1893:</b>On May 5, 1893, the Dow Jones Index dropped more than 24% from 39.90 to 30.02. It would mark the worst intraday sell-off in U.S. history at the time, a record that would stand until 1929.</p>\n<p>The&nbsp;Panic of 1893&nbsp;was triggered in part by falling gold reserves in the U.S. Treasury. At the time, the U.S. was on the gold standard, meaning U.S. dollars could be redeemed for physical gold. When Treasury gold reserves dropped from $190 million in 1890 to $100 million by 1893, Americans grew concerned that the Treasury might run out of gold and began withdrawing bank notes and converting them to gold, placing extreme strain on the U.S. banking industry and credit markets.</p>\n<p>The May 5 sell-off was triggered in part by the bankruptcy of Nation Cordage the day before.<b>General Electric Company</b>GE 0.34%shares dropped 28% on the day from $80 to $58.</p>\n<p>Fortunately for investors, the Panic of 1893 didn’t last for long. By the end of the day, the market nearly completely recovered its losses. GE, for example, closed the session at $78.50.</p>\n<p>The Panic of 1893 would ravage the U.S. economy, triggering a severe four-year depression. Roughly 14,000 U.S. businesses closed, and unemployment rose to 20%. The event would mark the worst economic downturn in U.S. history until the Great Depression began in 1929.</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>This Day In Market History: Panic Of 1893 Crashes Stock Market</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\">\nThis Day In Market History: Panic Of 1893 Crashes Stock Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-05 22:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/general/education/21/05/20964728/this-day-in-market-history-panic-of-1893-crashes-stock-market><strong>benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>What Happened?On this day in 1893, U.S. stocks suffered their worst intraday loss in history at the time.\nWhere The Market Was:The Dow finished the day at 30.02.\nWhat Else Was Going On In The World?In...</p>\n\n<a href=\"https://www.benzinga.com/general/education/21/05/20964728/this-day-in-market-history-panic-of-1893-crashes-stock-market\">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.benzinga.com/general/education/21/05/20964728/this-day-in-market-history-panic-of-1893-crashes-stock-market","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148686352","content_text":"What Happened?On this day in 1893, U.S. stocks suffered their worst intraday loss in history at the time.\nWhere The Market Was:The Dow finished the day at 30.02.\nWhat Else Was Going On In The World?In 1893, Thomas Edison completed the world’s first movie studio in West Orange, New Jersey. Lizzie Borden was acquitted of the ax murders of her father and stepmother. A fresh, one-pound beef steak cost 10 cents.\nPanic Of 1893:On May 5, 1893, the Dow Jones Index dropped more than 24% from 39.90 to 30.02. It would mark the worst intraday sell-off in U.S. history at the time, a record that would stand until 1929.\nThe Panic of 1893 was triggered in part by falling gold reserves in the U.S. Treasury. At the time, the U.S. was on the gold standard, meaning U.S. dollars could be redeemed for physical gold. When Treasury gold reserves dropped from $190 million in 1890 to $100 million by 1893, Americans grew concerned that the Treasury might run out of gold and began withdrawing bank notes and converting them to gold, placing extreme strain on the U.S. banking industry and credit markets.\nThe May 5 sell-off was triggered in part by the bankruptcy of Nation Cordage the day before.General Electric CompanyGE 0.34%shares dropped 28% on the day from $80 to $58.\nFortunately for investors, the Panic of 1893 didn’t last for long. By the end of the day, the market nearly completely recovered its losses. GE, for example, closed the session at $78.50.\nThe Panic of 1893 would ravage the U.S. economy, triggering a severe four-year depression. Roughly 14,000 U.S. businesses closed, and unemployment rose to 20%. The event would mark the worst economic downturn in U.S. history until the Great Depression began in 1929.","news_type":1},"isVote":1,"tweetType":1,"viewCount":72,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":102033226,"gmtCreate":1620166553665,"gmtModify":1704339461526,"author":{"id":"3581654744609547","authorId":"3581654744609547","name":"1ion","avatar":"https://community-static.tradeup.com/news/5eb43d1a6396c67d27010debcc8b8483","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581654744609547","authorIdStr":"3581654744609547"},"themes":[],"htmlText":"wow","listText":"wow","text":"wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/102033226","repostId":"1179044309","repostType":4,"repost":{"id":"1179044309","kind":"news","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":1620140053,"share":"https://ttm.financial/m/news/1179044309?lang=&edition=fundamental","pubTime":"2021-05-04 22:54","market":"us","language":"en","title":"Sharing A Ride To The Reopening: Uber, Lyft Earnings Could Offer Hints To Life Beyond The Pandemic","url":"https://stock-news.laohu8.com/highlight/detail?id=1179044309","media":"Benzinga","summary":"After racing into earnings season, stocks have basically treaded water the last two weeks. The S&P 5","content":"<p>After racing into earnings season, stocks have basically treaded water the last two weeks. The&nbsp;<b>S&amp;P 500 Index</b>&nbsp;(SPX) finished Monday less than 1% changed from mid-April when reporting season began.</p>\n<p>That’s despite an amazing Q1 earnings performance by S&amp;P 500 companies so far, with average earnings per share up more than 40%. With more than half of the reporting season done, 86% of companies have beaten earnings expectations, according to FactSet.</p>\n<p>When you accompany that with the lack of gains in major indices, you have to ask yourself how much of the good news was priced in. We were already at all-time highs ahead of the reporting period, so can the reality match the expectations?</p>\n<p>Anyway, this stall in forward progress isn’t something to be overly concerned about. We’re heading into summer, which tends to be a time of lighter volumes, but lighter volumes can mean good things as well.</p>\n<p>For the next act, investors might have their eyes peeled on ride-sharing companies&nbsp;<b>Lyft Technologies Inc.</b>LYFT 4.39%and&nbsp;<b>Uber</b>UBER 3.03%today and tomorrow to see if they can provide insight into reopening progress.</p>\n<p><b>Solid Reporting Season Continues With CVS, Pfizer</b></p>\n<p>Before that, investors got another set of solid earnings news this morning as&nbsp;<b>CVS</b>CVS 3%and&nbsp;<b>Pfizer</b>PFE 0.45%outran consensus expectations and raised guidance. PFE raised revenue guidance by 18% for the year, which is pretty impressive. Some of that is related to their Covid vaccine, but not all of it.</p>\n<p>Technology—particularly the so-called “FAANG” sector of that group—appeared to be taking the worst of it early Tuesday. The Tech sector is by far the worst SPX performer over the last week even though earnings from most of the “mega-caps” in that sector looked solid. At the same time, cyclical sectors—think Financials and Energy—have led gains recently. It’s more along the lines of what we were seeing earlier this year before Tech made a move going into earnings season.</p>\n<p>Call it what you want: “Consolidation” is a word some people are using to describe this lack of direction in the markets amid a slowing news flow. The directionless trading appears to be extending into Tuesday, with major indices losing ground ahead of the opening bell and the closely-watched 10-year Treasury yield back at 1.6%, right in the middle of its recent range.</p>\n<p>Still, commodity prices—and not just&nbsp;the semiconductors we’ve talked about recently—are on the rise, with the&nbsp;<b>Bloomberg Commodity Index</b>&nbsp;($BCOM) among those commodity benchmarks sitting on multi-year highs. Even if long-dated Treasury yields remain muted and the Fed sticks to its narrative of “transitory inflation” (see more below), commodities seem to be factoring in higher prices.</p>\n<p>Volatility is up slightly, too, not surprising considering the pressure on stocks. Keep an eye on the 20 level for the&nbsp;<b>Cboe&nbsp;Volatility&nbsp;Index</b>&nbsp;(VIX). We’re only slightly below that benchmark figure, and looking at forward contracts, the message looks like we’ll continue to bounce around for a while.</p>\n<p><b>Earnings Season About To Catch A&nbsp;Ride</b></p>\n<p>It’s kind of fitting that “reopening” stocks led the way Monday in a week that features&nbsp;earnings from<b>Uber Technologies Inc.</b>UBER 3.03%and<b>Lyft</b>LYFT 4.39%,&nbsp;two companies that would likely stand to benefit if people are getting out more. LYFT is expected to report today after the close and UBER is up to bat tomorrow after the close.</p>\n<p>Both companies are apparently having some trouble finding drivers to meet all the new demand, kind of a good problem to have. However, it could be costly, with both having to spend more on driver incentives. There’s also a regulatory headwind after the U.S. Labor secretary told Reuters that many gig economy workers should be treated as employees.</p>\n<p>If that ends up happening nationwide and UBER and LYFT have to treat drivers as employees instead of independent contractors, it seems that would substantially increase costs for these companies. However, that’s far from settled yet.</p>\n<p>In the meantime, what investors probably want to know is whether LYFT and UBER were able to continue cutting their losses in Q1 after shrinking their annual net losses last time out. They’re still going to likely face tough comparisons on revenue because a lot of the 2020 quarter they’re comparing to took place before the pandemic hit last March.</p>\n<p>In contrast, other big earnings reports over the coming days include some of the companies many investors embraced big time last year when the pandemic hit. We’re talking&nbsp;<b>Peloton</b>PTON 0.71%,&nbsp;<b>Paypal</b>PYPL 3.11%,&nbsp;<b>Moderna</b>MRNA 4.59%,&nbsp;<b>Square</b>SQ 2.71%, and<b>&nbsp;Roku Inc.</b>ROKU 3.81%.&nbsp; A lot of these companies had an amazing performance in 2020, but might have pulled forward years of demand. Now, as the economy reopens, they face pressure to explain how they’re going to drive toward profits and how they can keep the excitement going.</p>\n<p>It’s not like these are necessarily stocks you can consider flash in the pans. People who got used to exercising at home and invested in a PTON machine probably aren’t going to abandon it for the gym right away, or necessarily at all. And MRNA’s vaccine technology has possibilities beyond the success of their Covid vaccine, analysts recently told Barron’s. PYPL and SQ’s technology was already in demand before Covid, though the pandemic might have given them a boost.</p>\n<p><b>Fresh Earnings Could Cast Light On Supply Shortages, Costs</b></p>\n<p>Getting back from the newest models to a veteran,<b>&nbsp;General Motors</b>GM 2.48%reports tomorrow. Like other car companies, GM’s earnings call could offer an interesting perspective on the semiconductor chip shortage.&nbsp;<b>Ford</b>F 1.98%said last week the problem is taking a greater toll on its business than previously expected and could put pressure on its operating results in the second half of the year. For more on how the chip shortage is affecting car makers, see below.</p>\n<p>Some of the supply shortages in chips and beyond might be playing out in the economic data this week. ISM manufacturing for April released on Monday came in below Wall Street’s expectations at 60.7%, down from 64.7% a month earlier. Supply chain disruptions and higher raw material costs might have played into the lower number.</p>\n<p>The Fed has been saying inflation will be transitory, but we’ll see if they end up being right. A couple of weeks ago&nbsp;<b>Intel</b>INTC 1.77%said the chip shortage could last two years. President Biden’s infrastructure plan envisions more domestic production of these products, but you can’t turn on the assembly lines overnight, and there’s still no guarantee the entire bill as it exists now will become reality.</p>\n<p>In other data to watch, the ISM non-manufacturing index for April is due Wednesday. Consensus on Wall Street is for a headline figure of 65.0%, up from 63.7% in March, according to research firm Briefing.com.</p>\n<p>Of course, the biggest report this week is Friday’s non-farm payrolls, where analysts expect a cool million new jobs created in April vs. 916,000 in March. We’ll dig into that a little more tomorrow, with some things worth watching in the report beyond that headline number. Stay tuned.</p>\n<p><img src=\"https://static.tigerbbs.com/da99b665ba0fa3e07d7fc1e25ce3dd62\" tg-width=\"780\" tg-height=\"412\"></p>\n<p><b>CHART OF THE DAY:THE MORE THINGS CHANGE...</b>A few weeks ago we ran this same chart of the S&amp;P 500 Index (SPX—candlestick) vs. its 50-day moving average (blue line). Not much has changed since then. The index still holds a firm premium to the 50-day, and hasn’t come close to testing it in over a month. The 50-day is now just above 4000, and every time this year the index tested it, the result was a solid rebound. The question is, if the market sells off a bit and tests this important technical area, will it hold again? If not, more technical selling could break out, changing this long-running pattern. Data Source: S&amp;P Dow Jones Indices.Chart source: The&nbsp;thinkorswim® platform.&nbsp;<i>For illustrative purposes only. Past performance does not guarantee future results.</i></p>\n<p><b>Horse’s Mouth Time:</b>&nbsp;Something that might be worth paying attention to today is the Wall Street Journal’s CEO summit, which starts this morning and features interviews with&nbsp;<b>JP Morgan Chase</b>JPM 0.04%CEO Jamie Dimon,&nbsp;<b>Merck</b>MRK 0.03%Chairman and CEO Kenneth C. Frazier, and Treasury Secretary Janet Yellen.</p>\n<p>Dimon’s going to be asked about the economic rebound and the markets, the WSJ said, but it might be interesting to see if they ask him any questions about the banking industry now that Q1 earnings are in the rearview mirror. Some analysts note that activity on Wall Street—especially on the&nbsp;Special Purpose Acquisition Company (SPAC)&nbsp;front—has slowed down slightly in Q2, and wonder if that means the sizzling investment banking revenues enjoyed by the industry in Q1 might not be as easy to scoop up this quarter. SPACs raised $82 billion last year, the WSJ reported.</p>\n<p><b>Earnings Come Down The Stretch With A&nbsp;Lead:</b>&nbsp;We’ve heard a lot of analysts say what a great earnings season it’s been, but it’s another thing to see the actual number plugged in. How does this sound? 45.8%. That’s the average S&amp;P 500 earnings growth with 60% of companies now reporting, according to research firm Factset. If it remains there or higher for the rest of the way, it will be the best earnings growth for a quarter since the economy was emerging from the financial crisis in early 2010. It also leaves analysts’ average estimate of 24% earnings growth going into the reporting period completely in the dust. In fact, 86% of companies are beating analyst estimates on earnings, and 78% on revenue, Factset says.</p>\n<p>This all sounds good, but you’ll hear some naysayers tell you most of the strength in earnings was built into stock prices going in. Actually, that’s a bit of an exaggeration, and you can see that if you follow the 12-month forward price-to-earnings ratio for the S&amp;P 500. It’s now at 22, by Factset’s reckoning, and that’s down from nearly 24 at the start of 2021. Over the same year-to-date time frame, the S&amp;P Equal Weight 500 jumped 16.2%, research firm CFRA noted Monday (equal weight means each of the 500 companies in the index is given a fixed weight instead of the index being weighted by market cap). In other words, stocks have risen while valuations fell, which is a neat trick.</p>\n<p><b>No Chips, No Ride:</b>&nbsp;Have you driven by a car dealership lately? If so, you may have noticed that everything seems more or less in place, except for the cars, that is—they’re missing. As we reported earlier this year, the semiconductor sector is undergoing a massive worldwide shortage. For car buyers, this may mean longer waits and higher prices. And by the way, new cars aren’t the only ones impacted by the shortage. The average price of used cars jumped 12.5% over the last year, according to the National Automobile Dealers Association.</p>\n<p>For automakers, however, this means wider sales, some even seeing record profits as vehicles are sold before they make it to the sales lot. Investors might want to keep an eye on companies like&nbsp;<b>General Motors</b>GM 2.48%,&nbsp;<b>Ford</b>F 1.98%, and other manufacturers to see how the chip shortage may be impacting their bottom lines. Might the shortage in rides be a ticket to ride the chip shortage to the upside?</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>Sharing A Ride To The Reopening: Uber, Lyft Earnings Could Offer Hints To Life Beyond The Pandemic</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\">\nSharing A Ride To The Reopening: Uber, Lyft Earnings Could Offer Hints To Life Beyond The Pandemic\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-05-04 22:54</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>After racing into earnings season, stocks have basically treaded water the last two weeks. The&nbsp;<b>S&amp;P 500 Index</b>&nbsp;(SPX) finished Monday less than 1% changed from mid-April when reporting season began.</p>\n<p>That’s despite an amazing Q1 earnings performance by S&amp;P 500 companies so far, with average earnings per share up more than 40%. With more than half of the reporting season done, 86% of companies have beaten earnings expectations, according to FactSet.</p>\n<p>When you accompany that with the lack of gains in major indices, you have to ask yourself how much of the good news was priced in. We were already at all-time highs ahead of the reporting period, so can the reality match the expectations?</p>\n<p>Anyway, this stall in forward progress isn’t something to be overly concerned about. We’re heading into summer, which tends to be a time of lighter volumes, but lighter volumes can mean good things as well.</p>\n<p>For the next act, investors might have their eyes peeled on ride-sharing companies&nbsp;<b>Lyft Technologies Inc.</b>LYFT 4.39%and&nbsp;<b>Uber</b>UBER 3.03%today and tomorrow to see if they can provide insight into reopening progress.</p>\n<p><b>Solid Reporting Season Continues With CVS, Pfizer</b></p>\n<p>Before that, investors got another set of solid earnings news this morning as&nbsp;<b>CVS</b>CVS 3%and&nbsp;<b>Pfizer</b>PFE 0.45%outran consensus expectations and raised guidance. PFE raised revenue guidance by 18% for the year, which is pretty impressive. Some of that is related to their Covid vaccine, but not all of it.</p>\n<p>Technology—particularly the so-called “FAANG” sector of that group—appeared to be taking the worst of it early Tuesday. The Tech sector is by far the worst SPX performer over the last week even though earnings from most of the “mega-caps” in that sector looked solid. At the same time, cyclical sectors—think Financials and Energy—have led gains recently. It’s more along the lines of what we were seeing earlier this year before Tech made a move going into earnings season.</p>\n<p>Call it what you want: “Consolidation” is a word some people are using to describe this lack of direction in the markets amid a slowing news flow. The directionless trading appears to be extending into Tuesday, with major indices losing ground ahead of the opening bell and the closely-watched 10-year Treasury yield back at 1.6%, right in the middle of its recent range.</p>\n<p>Still, commodity prices—and not just&nbsp;the semiconductors we’ve talked about recently—are on the rise, with the&nbsp;<b>Bloomberg Commodity Index</b>&nbsp;($BCOM) among those commodity benchmarks sitting on multi-year highs. Even if long-dated Treasury yields remain muted and the Fed sticks to its narrative of “transitory inflation” (see more below), commodities seem to be factoring in higher prices.</p>\n<p>Volatility is up slightly, too, not surprising considering the pressure on stocks. Keep an eye on the 20 level for the&nbsp;<b>Cboe&nbsp;Volatility&nbsp;Index</b>&nbsp;(VIX). We’re only slightly below that benchmark figure, and looking at forward contracts, the message looks like we’ll continue to bounce around for a while.</p>\n<p><b>Earnings Season About To Catch A&nbsp;Ride</b></p>\n<p>It’s kind of fitting that “reopening” stocks led the way Monday in a week that features&nbsp;earnings from<b>Uber Technologies Inc.</b>UBER 3.03%and<b>Lyft</b>LYFT 4.39%,&nbsp;two companies that would likely stand to benefit if people are getting out more. LYFT is expected to report today after the close and UBER is up to bat tomorrow after the close.</p>\n<p>Both companies are apparently having some trouble finding drivers to meet all the new demand, kind of a good problem to have. However, it could be costly, with both having to spend more on driver incentives. There’s also a regulatory headwind after the U.S. Labor secretary told Reuters that many gig economy workers should be treated as employees.</p>\n<p>If that ends up happening nationwide and UBER and LYFT have to treat drivers as employees instead of independent contractors, it seems that would substantially increase costs for these companies. However, that’s far from settled yet.</p>\n<p>In the meantime, what investors probably want to know is whether LYFT and UBER were able to continue cutting their losses in Q1 after shrinking their annual net losses last time out. They’re still going to likely face tough comparisons on revenue because a lot of the 2020 quarter they’re comparing to took place before the pandemic hit last March.</p>\n<p>In contrast, other big earnings reports over the coming days include some of the companies many investors embraced big time last year when the pandemic hit. We’re talking&nbsp;<b>Peloton</b>PTON 0.71%,&nbsp;<b>Paypal</b>PYPL 3.11%,&nbsp;<b>Moderna</b>MRNA 4.59%,&nbsp;<b>Square</b>SQ 2.71%, and<b>&nbsp;Roku Inc.</b>ROKU 3.81%.&nbsp; A lot of these companies had an amazing performance in 2020, but might have pulled forward years of demand. Now, as the economy reopens, they face pressure to explain how they’re going to drive toward profits and how they can keep the excitement going.</p>\n<p>It’s not like these are necessarily stocks you can consider flash in the pans. People who got used to exercising at home and invested in a PTON machine probably aren’t going to abandon it for the gym right away, or necessarily at all. And MRNA’s vaccine technology has possibilities beyond the success of their Covid vaccine, analysts recently told Barron’s. PYPL and SQ’s technology was already in demand before Covid, though the pandemic might have given them a boost.</p>\n<p><b>Fresh Earnings Could Cast Light On Supply Shortages, Costs</b></p>\n<p>Getting back from the newest models to a veteran,<b>&nbsp;General Motors</b>GM 2.48%reports tomorrow. Like other car companies, GM’s earnings call could offer an interesting perspective on the semiconductor chip shortage.&nbsp;<b>Ford</b>F 1.98%said last week the problem is taking a greater toll on its business than previously expected and could put pressure on its operating results in the second half of the year. For more on how the chip shortage is affecting car makers, see below.</p>\n<p>Some of the supply shortages in chips and beyond might be playing out in the economic data this week. ISM manufacturing for April released on Monday came in below Wall Street’s expectations at 60.7%, down from 64.7% a month earlier. Supply chain disruptions and higher raw material costs might have played into the lower number.</p>\n<p>The Fed has been saying inflation will be transitory, but we’ll see if they end up being right. A couple of weeks ago&nbsp;<b>Intel</b>INTC 1.77%said the chip shortage could last two years. President Biden’s infrastructure plan envisions more domestic production of these products, but you can’t turn on the assembly lines overnight, and there’s still no guarantee the entire bill as it exists now will become reality.</p>\n<p>In other data to watch, the ISM non-manufacturing index for April is due Wednesday. Consensus on Wall Street is for a headline figure of 65.0%, up from 63.7% in March, according to research firm Briefing.com.</p>\n<p>Of course, the biggest report this week is Friday’s non-farm payrolls, where analysts expect a cool million new jobs created in April vs. 916,000 in March. We’ll dig into that a little more tomorrow, with some things worth watching in the report beyond that headline number. Stay tuned.</p>\n<p><img src=\"https://static.tigerbbs.com/da99b665ba0fa3e07d7fc1e25ce3dd62\" tg-width=\"780\" tg-height=\"412\"></p>\n<p><b>CHART OF THE DAY:THE MORE THINGS CHANGE...</b>A few weeks ago we ran this same chart of the S&amp;P 500 Index (SPX—candlestick) vs. its 50-day moving average (blue line). Not much has changed since then. The index still holds a firm premium to the 50-day, and hasn’t come close to testing it in over a month. The 50-day is now just above 4000, and every time this year the index tested it, the result was a solid rebound. The question is, if the market sells off a bit and tests this important technical area, will it hold again? If not, more technical selling could break out, changing this long-running pattern. Data Source: S&amp;P Dow Jones Indices.Chart source: The&nbsp;thinkorswim® platform.&nbsp;<i>For illustrative purposes only. Past performance does not guarantee future results.</i></p>\n<p><b>Horse’s Mouth Time:</b>&nbsp;Something that might be worth paying attention to today is the Wall Street Journal’s CEO summit, which starts this morning and features interviews with&nbsp;<b>JP Morgan Chase</b>JPM 0.04%CEO Jamie Dimon,&nbsp;<b>Merck</b>MRK 0.03%Chairman and CEO Kenneth C. Frazier, and Treasury Secretary Janet Yellen.</p>\n<p>Dimon’s going to be asked about the economic rebound and the markets, the WSJ said, but it might be interesting to see if they ask him any questions about the banking industry now that Q1 earnings are in the rearview mirror. Some analysts note that activity on Wall Street—especially on the&nbsp;Special Purpose Acquisition Company (SPAC)&nbsp;front—has slowed down slightly in Q2, and wonder if that means the sizzling investment banking revenues enjoyed by the industry in Q1 might not be as easy to scoop up this quarter. SPACs raised $82 billion last year, the WSJ reported.</p>\n<p><b>Earnings Come Down The Stretch With A&nbsp;Lead:</b>&nbsp;We’ve heard a lot of analysts say what a great earnings season it’s been, but it’s another thing to see the actual number plugged in. How does this sound? 45.8%. That’s the average S&amp;P 500 earnings growth with 60% of companies now reporting, according to research firm Factset. If it remains there or higher for the rest of the way, it will be the best earnings growth for a quarter since the economy was emerging from the financial crisis in early 2010. It also leaves analysts’ average estimate of 24% earnings growth going into the reporting period completely in the dust. In fact, 86% of companies are beating analyst estimates on earnings, and 78% on revenue, Factset says.</p>\n<p>This all sounds good, but you’ll hear some naysayers tell you most of the strength in earnings was built into stock prices going in. Actually, that’s a bit of an exaggeration, and you can see that if you follow the 12-month forward price-to-earnings ratio for the S&amp;P 500. It’s now at 22, by Factset’s reckoning, and that’s down from nearly 24 at the start of 2021. Over the same year-to-date time frame, the S&amp;P Equal Weight 500 jumped 16.2%, research firm CFRA noted Monday (equal weight means each of the 500 companies in the index is given a fixed weight instead of the index being weighted by market cap). In other words, stocks have risen while valuations fell, which is a neat trick.</p>\n<p><b>No Chips, No Ride:</b>&nbsp;Have you driven by a car dealership lately? If so, you may have noticed that everything seems more or less in place, except for the cars, that is—they’re missing. As we reported earlier this year, the semiconductor sector is undergoing a massive worldwide shortage. For car buyers, this may mean longer waits and higher prices. And by the way, new cars aren’t the only ones impacted by the shortage. The average price of used cars jumped 12.5% over the last year, according to the National Automobile Dealers Association.</p>\n<p>For automakers, however, this means wider sales, some even seeing record profits as vehicles are sold before they make it to the sales lot. Investors might want to keep an eye on companies like&nbsp;<b>General Motors</b>GM 2.48%,&nbsp;<b>Ford</b>F 1.98%, and other manufacturers to see how the chip shortage may be impacting their bottom lines. Might the shortage in rides be a ticket to ride the chip shortage to the upside?</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179044309","content_text":"After racing into earnings season, stocks have basically treaded water the last two weeks. The S&P 500 Index (SPX) finished Monday less than 1% changed from mid-April when reporting season began.\nThat’s despite an amazing Q1 earnings performance by S&P 500 companies so far, with average earnings per share up more than 40%. With more than half of the reporting season done, 86% of companies have beaten earnings expectations, according to FactSet.\nWhen you accompany that with the lack of gains in major indices, you have to ask yourself how much of the good news was priced in. We were already at all-time highs ahead of the reporting period, so can the reality match the expectations?\nAnyway, this stall in forward progress isn’t something to be overly concerned about. We’re heading into summer, which tends to be a time of lighter volumes, but lighter volumes can mean good things as well.\nFor the next act, investors might have their eyes peeled on ride-sharing companies Lyft Technologies Inc.LYFT 4.39%and UberUBER 3.03%today and tomorrow to see if they can provide insight into reopening progress.\nSolid Reporting Season Continues With CVS, Pfizer\nBefore that, investors got another set of solid earnings news this morning as CVSCVS 3%and PfizerPFE 0.45%outran consensus expectations and raised guidance. PFE raised revenue guidance by 18% for the year, which is pretty impressive. Some of that is related to their Covid vaccine, but not all of it.\nTechnology—particularly the so-called “FAANG” sector of that group—appeared to be taking the worst of it early Tuesday. The Tech sector is by far the worst SPX performer over the last week even though earnings from most of the “mega-caps” in that sector looked solid. At the same time, cyclical sectors—think Financials and Energy—have led gains recently. It’s more along the lines of what we were seeing earlier this year before Tech made a move going into earnings season.\nCall it what you want: “Consolidation” is a word some people are using to describe this lack of direction in the markets amid a slowing news flow. The directionless trading appears to be extending into Tuesday, with major indices losing ground ahead of the opening bell and the closely-watched 10-year Treasury yield back at 1.6%, right in the middle of its recent range.\nStill, commodity prices—and not just the semiconductors we’ve talked about recently—are on the rise, with the Bloomberg Commodity Index ($BCOM) among those commodity benchmarks sitting on multi-year highs. Even if long-dated Treasury yields remain muted and the Fed sticks to its narrative of “transitory inflation” (see more below), commodities seem to be factoring in higher prices.\nVolatility is up slightly, too, not surprising considering the pressure on stocks. Keep an eye on the 20 level for the Cboe Volatility Index (VIX). We’re only slightly below that benchmark figure, and looking at forward contracts, the message looks like we’ll continue to bounce around for a while.\nEarnings Season About To Catch A Ride\nIt’s kind of fitting that “reopening” stocks led the way Monday in a week that features earnings fromUber Technologies Inc.UBER 3.03%andLyftLYFT 4.39%, two companies that would likely stand to benefit if people are getting out more. LYFT is expected to report today after the close and UBER is up to bat tomorrow after the close.\nBoth companies are apparently having some trouble finding drivers to meet all the new demand, kind of a good problem to have. However, it could be costly, with both having to spend more on driver incentives. There’s also a regulatory headwind after the U.S. Labor secretary told Reuters that many gig economy workers should be treated as employees.\nIf that ends up happening nationwide and UBER and LYFT have to treat drivers as employees instead of independent contractors, it seems that would substantially increase costs for these companies. However, that’s far from settled yet.\nIn the meantime, what investors probably want to know is whether LYFT and UBER were able to continue cutting their losses in Q1 after shrinking their annual net losses last time out. They’re still going to likely face tough comparisons on revenue because a lot of the 2020 quarter they’re comparing to took place before the pandemic hit last March.\nIn contrast, other big earnings reports over the coming days include some of the companies many investors embraced big time last year when the pandemic hit. We’re talking PelotonPTON 0.71%, PaypalPYPL 3.11%, ModernaMRNA 4.59%, SquareSQ 2.71%, and Roku Inc.ROKU 3.81%.  A lot of these companies had an amazing performance in 2020, but might have pulled forward years of demand. Now, as the economy reopens, they face pressure to explain how they’re going to drive toward profits and how they can keep the excitement going.\nIt’s not like these are necessarily stocks you can consider flash in the pans. People who got used to exercising at home and invested in a PTON machine probably aren’t going to abandon it for the gym right away, or necessarily at all. And MRNA’s vaccine technology has possibilities beyond the success of their Covid vaccine, analysts recently told Barron’s. PYPL and SQ’s technology was already in demand before Covid, though the pandemic might have given them a boost.\nFresh Earnings Could Cast Light On Supply Shortages, Costs\nGetting back from the newest models to a veteran, General MotorsGM 2.48%reports tomorrow. Like other car companies, GM’s earnings call could offer an interesting perspective on the semiconductor chip shortage. FordF 1.98%said last week the problem is taking a greater toll on its business than previously expected and could put pressure on its operating results in the second half of the year. For more on how the chip shortage is affecting car makers, see below.\nSome of the supply shortages in chips and beyond might be playing out in the economic data this week. ISM manufacturing for April released on Monday came in below Wall Street’s expectations at 60.7%, down from 64.7% a month earlier. Supply chain disruptions and higher raw material costs might have played into the lower number.\nThe Fed has been saying inflation will be transitory, but we’ll see if they end up being right. A couple of weeks ago IntelINTC 1.77%said the chip shortage could last two years. President Biden’s infrastructure plan envisions more domestic production of these products, but you can’t turn on the assembly lines overnight, and there’s still no guarantee the entire bill as it exists now will become reality.\nIn other data to watch, the ISM non-manufacturing index for April is due Wednesday. Consensus on Wall Street is for a headline figure of 65.0%, up from 63.7% in March, according to research firm Briefing.com.\nOf course, the biggest report this week is Friday’s non-farm payrolls, where analysts expect a cool million new jobs created in April vs. 916,000 in March. We’ll dig into that a little more tomorrow, with some things worth watching in the report beyond that headline number. Stay tuned.\n\nCHART OF THE DAY:THE MORE THINGS CHANGE...A few weeks ago we ran this same chart of the S&P 500 Index (SPX—candlestick) vs. its 50-day moving average (blue line). Not much has changed since then. The index still holds a firm premium to the 50-day, and hasn’t come close to testing it in over a month. The 50-day is now just above 4000, and every time this year the index tested it, the result was a solid rebound. The question is, if the market sells off a bit and tests this important technical area, will it hold again? If not, more technical selling could break out, changing this long-running pattern. Data Source: S&P Dow Jones Indices.Chart source: The thinkorswim® platform. For illustrative purposes only. Past performance does not guarantee future results.\nHorse’s Mouth Time: Something that might be worth paying attention to today is the Wall Street Journal’s CEO summit, which starts this morning and features interviews with JP Morgan ChaseJPM 0.04%CEO Jamie Dimon, MerckMRK 0.03%Chairman and CEO Kenneth C. Frazier, and Treasury Secretary Janet Yellen.\nDimon’s going to be asked about the economic rebound and the markets, the WSJ said, but it might be interesting to see if they ask him any questions about the banking industry now that Q1 earnings are in the rearview mirror. Some analysts note that activity on Wall Street—especially on the Special Purpose Acquisition Company (SPAC) front—has slowed down slightly in Q2, and wonder if that means the sizzling investment banking revenues enjoyed by the industry in Q1 might not be as easy to scoop up this quarter. SPACs raised $82 billion last year, the WSJ reported.\nEarnings Come Down The Stretch With A Lead: We’ve heard a lot of analysts say what a great earnings season it’s been, but it’s another thing to see the actual number plugged in. How does this sound? 45.8%. That’s the average S&P 500 earnings growth with 60% of companies now reporting, according to research firm Factset. If it remains there or higher for the rest of the way, it will be the best earnings growth for a quarter since the economy was emerging from the financial crisis in early 2010. It also leaves analysts’ average estimate of 24% earnings growth going into the reporting period completely in the dust. In fact, 86% of companies are beating analyst estimates on earnings, and 78% on revenue, Factset says.\nThis all sounds good, but you’ll hear some naysayers tell you most of the strength in earnings was built into stock prices going in. Actually, that’s a bit of an exaggeration, and you can see that if you follow the 12-month forward price-to-earnings ratio for the S&P 500. It’s now at 22, by Factset’s reckoning, and that’s down from nearly 24 at the start of 2021. Over the same year-to-date time frame, the S&P Equal Weight 500 jumped 16.2%, research firm CFRA noted Monday (equal weight means each of the 500 companies in the index is given a fixed weight instead of the index being weighted by market cap). In other words, stocks have risen while valuations fell, which is a neat trick.\nNo Chips, No Ride: Have you driven by a car dealership lately? If so, you may have noticed that everything seems more or less in place, except for the cars, that is—they’re missing. As we reported earlier this year, the semiconductor sector is undergoing a massive worldwide shortage. For car buyers, this may mean longer waits and higher prices. And by the way, new cars aren’t the only ones impacted by the shortage. The average price of used cars jumped 12.5% over the last year, according to the National Automobile Dealers Association.\nFor automakers, however, this means wider sales, some even seeing record profits as vehicles are sold before they make it to the sales lot. Investors might want to keep an eye on companies like General MotorsGM 2.48%, FordF 1.98%, and other manufacturers to see how the chip shortage may be impacting their bottom lines. Might the shortage in rides be a ticket to ride the chip shortage to the upside?","news_type":1},"isVote":1,"tweetType":1,"viewCount":313,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":106878466,"gmtCreate":1620105834455,"gmtModify":1704338746668,"author":{"id":"3581654744609547","authorId":"3581654744609547","name":"1ion","avatar":"https://community-static.tradeup.com/news/5eb43d1a6396c67d27010debcc8b8483","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581654744609547","authorIdStr":"3581654744609547"},"themes":[],"htmlText":"can help to be top comment?","listText":"can help to be top comment?","text":"can help to be top comment?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/106878466","repostId":"1147234999","repostType":4,"repost":{"id":"1147234999","kind":"news","pubTimestamp":1620086355,"share":"https://ttm.financial/m/news/1147234999?lang=&edition=fundamental","pubTime":"2021-05-04 07:59","market":"us","language":"en","title":"Bill Gates and Melinda Gates are splitting up after 27 years","url":"https://stock-news.laohu8.com/highlight/detail?id=1147234999","media":"CNBC","summary":"Bill and Melinda Gates met at $Microsoft$, and the two got married in 1994.The couple, who agreed to give away more than half their wealth, will keep working together on charitable efforts.Financial implications are not immediately clear.Bill Gates, co-founder and former CEO ofMicrosoft, and his wife, Melinda French Gates, said on $Twitter$ on Monday that they will split up after 27 years. The two will keep working together on philanthropic efforts, which have addressed education, gender equalit","content":"<div>\n<p>KEY POINTSBill and Melinda Gates met at Microsoft, and the two got married in 1994.The couple, who agreed to give away more than half their wealth, will keep working together on charitable efforts....</p>\n\n<a href=\"https://www.cnbc.com/2021/05/03/bill-gates-and-melinda-gates-are-splitting-up.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Bill Gates and Melinda Gates are splitting up after 27 years</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\">\nBill Gates and Melinda Gates are splitting up after 27 years\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-04 07:59 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/05/03/bill-gates-and-melinda-gates-are-splitting-up.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSBill and Melinda Gates met at Microsoft, and the two got married in 1994.The couple, who agreed to give away more than half their wealth, will keep working together on charitable efforts....</p>\n\n<a href=\"https://www.cnbc.com/2021/05/03/bill-gates-and-melinda-gates-are-splitting-up.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"source_url":"https://www.cnbc.com/2021/05/03/bill-gates-and-melinda-gates-are-splitting-up.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1147234999","content_text":"KEY POINTSBill and Melinda Gates met at Microsoft, and the two got married in 1994.The couple, who agreed to give away more than half their wealth, will keep working together on charitable efforts.Financial implications are not immediately clear.Bill Gates, co-founder and former CEO ofMicrosoft, and his wife, Melinda French Gates, said on Twitter on Monday that they will split up after 27 years. The two will keep working together on philanthropic efforts, which have addressed education, gender equality and health care.\"After a great deal of thought and a lot of work on our relationship, we have made the decision to end our marriage,\" Bill and Melinda Gates wrote in a statement that Bill Gatestweeted out.“Over the last 27 years, we have raised three incredible children and built a foundation that works all over the world to enable all people to lead healthy, productive lives. We continue to share a belief in that mission and will continue our work together at the foundation, but we no longer believe we can grow together as a couple in this next phase of our lives. We ask for space and privacy for our family as we begin to navigate this new life.”The decision reflects a personal change at the top of American business.Bill Gates led Microsoft as CEO from its founding with Paul Allen in 1975 until 2000, leaving Steve Ballmer to run the company, while Bill Gates became chairman and chief software architect. In 2008 Gatesgave up his day-to-day roleat the company to spend more time on the nonprofit Bill and Melinda Gates Foundation.Last year Bill Gatesstepped downfrom Microsoft’s board asthe coronavirusbecame a force around the world. He began spending more time on the foundation alongside Melinda Gates. The two are co-chairs and trustees of the foundation, which launched in 2000.Bill and Melinda Gates both worked at Microsoft. She had been a general manager at the software company, where she worked on products such as the Encarta encyclopedia, according to herLinkedIn profile. The two met at a dinner for Microsoft employees in 1987. “It took him quite a few months before he asked me out,” Melinda Gateslater said. Bill Gates hadweighed the pros and cons on a blackboard, and in 1994 the couple were married in Hawaii.Financial details of the Gateses parting ways are not yet clear. Bill Gates owns 1.37% of Microsoft’s outstanding shares, which are worth more than $26 billion, according to FactSet. The couple were creators, along with Warren Buffett, of theGiving Pledge, a program that requires participants to give away more than half of their wealth.At one point the couple decided to move $20 billion worth of Microsoft stock to the foundation as they sought to increase their commitment to philanthropy, Bill Gates wrote in a 2019blog post. Today the foundation has more than $51 billion in assets, according to a tax filing, making itone of the world’s wealthiest foundations.“In the case of Melinda, it is a truly equal partner,” Bill Gates said in the 2019 Netflix documentary “Inside Bill’s Brain.” “She’s a lot like me in that she is optimistic and she is interested in science. She is better with people than I am. She’s a tiny bit less hardcore about knowing, you know, immunology, than I am.”In 2015 the two began pursuing areas they were interested in. Bill Gates established Breakthrough Energy, an initiative to slow climate change that includes a venture arm, and Melinda Gates created Pivotal Ventures, a company that makes investments to foster equality.For Valentine’s Day in 2020, Bill Gates posted a photoon Instagramshowing him standing with his arm around Melinda Gates. “I couldn’t ask for a better partner on this journey,” the caption said.Each year for more than a decade the Gateses have published a letter about their foundation work. In thelatest one, published in January, they reflected on the impact of the pandemic, beyond supporting the development of vaccines. “For us, the days became a blur of video meetings, troubling news alerts, and microwaved meals,” they wrote.Bill Gates is the world’s fourth richest person, behindAmazon’sJeff Bezos, LVMH’s Bernard Arnault and Tesla’s Elon Musk, according toForbes.The announcement comes two years after Bezos said he and his wife, MacKenzie, weregetting divorced. Bill Gates and Jeff Bezos are among the world’s richest people, and Amazon and Microsoft compete in the cloud computing business. Amazon said earlier this year that Bezos would be stepping down from his post as CEO and that cloud chief Andy Jassywould succeed him.","news_type":1},"isVote":1,"tweetType":1,"viewCount":219,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3580018464245103","authorId":"3580018464245103","name":"Tonnie","avatar":"https://static.tigerbbs.com/292e440fae54d673a2890c475a4d44cb","crmLevel":2,"crmLevelSwitch":0,"idStr":"3580018464245103","authorIdStr":"3580018464245103"},"content":"Wow, can respont to me too thks","text":"Wow, can respont to me too thks","html":"Wow, can respont to me too thks"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":374203355,"gmtCreate":1619446620077,"gmtModify":1704724047018,"author":{"id":"3581654744609547","authorId":"3581654744609547","name":"1ion","avatar":"https://community-static.tradeup.com/news/5eb43d1a6396c67d27010debcc8b8483","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581654744609547","authorIdStr":"3581654744609547"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/5UF.SI\">$MAXI-CASH FIN SVCS CORP LTD(5UF.SI)$</a><a href=\"https://laohu8.com/S/5UF.SI\"></a>for task","listText":"<a href=\"https://laohu8.com/S/5UF.SI\">$MAXI-CASH FIN SVCS CORP LTD(5UF.SI)$</a><a href=\"https://laohu8.com/S/5UF.SI\"></a>for task","text":"$MAXI-CASH FIN SVCS CORP LTD(5UF.SI)$for task","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/374203355","isVote":1,"tweetType":1,"viewCount":108,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":374370504,"gmtCreate":1619424682108,"gmtModify":1704723613648,"author":{"id":"3581654744609547","authorId":"3581654744609547","name":"1ion","avatar":"https://community-static.tradeup.com/news/5eb43d1a6396c67d27010debcc8b8483","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581654744609547","authorIdStr":"3581654744609547"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DIS\">$Walt Disney(DIS)$</a>task","listText":"<a href=\"https://laohu8.com/S/DIS\">$Walt Disney(DIS)$</a>task","text":"$Walt Disney(DIS)$task","images":[{"img":"https://static.tigerbbs.com/1fa3b967bfd949ac0f993d9dbc810679","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/374370504","isVote":1,"tweetType":1,"viewCount":128,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":106878466,"gmtCreate":1620105834455,"gmtModify":1704338746668,"author":{"id":"3581654744609547","authorId":"3581654744609547","name":"1ion","avatar":"https://community-static.tradeup.com/news/5eb43d1a6396c67d27010debcc8b8483","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581654744609547","authorIdStr":"3581654744609547"},"themes":[],"htmlText":"can help to be top comment?","listText":"can help to be top comment?","text":"can help to be top comment?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/106878466","repostId":"1147234999","repostType":4,"repost":{"id":"1147234999","kind":"news","pubTimestamp":1620086355,"share":"https://ttm.financial/m/news/1147234999?lang=&edition=fundamental","pubTime":"2021-05-04 07:59","market":"us","language":"en","title":"Bill Gates and Melinda Gates are splitting up after 27 years","url":"https://stock-news.laohu8.com/highlight/detail?id=1147234999","media":"CNBC","summary":"Bill and Melinda Gates met at $Microsoft$, and the two got married in 1994.The couple, who agreed to give away more than half their wealth, will keep working together on charitable efforts.Financial implications are not immediately clear.Bill Gates, co-founder and former CEO ofMicrosoft, and his wife, Melinda French Gates, said on $Twitter$ on Monday that they will split up after 27 years. The two will keep working together on philanthropic efforts, which have addressed education, gender equalit","content":"<div>\n<p>KEY POINTSBill and Melinda Gates met at Microsoft, and the two got married in 1994.The couple, who agreed to give away more than half their wealth, will keep working together on charitable efforts....</p>\n\n<a href=\"https://www.cnbc.com/2021/05/03/bill-gates-and-melinda-gates-are-splitting-up.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Bill Gates and Melinda Gates are splitting up after 27 years</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\">\nBill Gates and Melinda Gates are splitting up after 27 years\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-04 07:59 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/05/03/bill-gates-and-melinda-gates-are-splitting-up.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSBill and Melinda Gates met at Microsoft, and the two got married in 1994.The couple, who agreed to give away more than half their wealth, will keep working together on charitable efforts....</p>\n\n<a href=\"https://www.cnbc.com/2021/05/03/bill-gates-and-melinda-gates-are-splitting-up.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"source_url":"https://www.cnbc.com/2021/05/03/bill-gates-and-melinda-gates-are-splitting-up.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1147234999","content_text":"KEY POINTSBill and Melinda Gates met at Microsoft, and the two got married in 1994.The couple, who agreed to give away more than half their wealth, will keep working together on charitable efforts.Financial implications are not immediately clear.Bill Gates, co-founder and former CEO ofMicrosoft, and his wife, Melinda French Gates, said on Twitter on Monday that they will split up after 27 years. The two will keep working together on philanthropic efforts, which have addressed education, gender equality and health care.\"After a great deal of thought and a lot of work on our relationship, we have made the decision to end our marriage,\" Bill and Melinda Gates wrote in a statement that Bill Gatestweeted out.“Over the last 27 years, we have raised three incredible children and built a foundation that works all over the world to enable all people to lead healthy, productive lives. We continue to share a belief in that mission and will continue our work together at the foundation, but we no longer believe we can grow together as a couple in this next phase of our lives. We ask for space and privacy for our family as we begin to navigate this new life.”The decision reflects a personal change at the top of American business.Bill Gates led Microsoft as CEO from its founding with Paul Allen in 1975 until 2000, leaving Steve Ballmer to run the company, while Bill Gates became chairman and chief software architect. In 2008 Gatesgave up his day-to-day roleat the company to spend more time on the nonprofit Bill and Melinda Gates Foundation.Last year Bill Gatesstepped downfrom Microsoft’s board asthe coronavirusbecame a force around the world. He began spending more time on the foundation alongside Melinda Gates. The two are co-chairs and trustees of the foundation, which launched in 2000.Bill and Melinda Gates both worked at Microsoft. She had been a general manager at the software company, where she worked on products such as the Encarta encyclopedia, according to herLinkedIn profile. The two met at a dinner for Microsoft employees in 1987. “It took him quite a few months before he asked me out,” Melinda Gateslater said. Bill Gates hadweighed the pros and cons on a blackboard, and in 1994 the couple were married in Hawaii.Financial details of the Gateses parting ways are not yet clear. Bill Gates owns 1.37% of Microsoft’s outstanding shares, which are worth more than $26 billion, according to FactSet. The couple were creators, along with Warren Buffett, of theGiving Pledge, a program that requires participants to give away more than half of their wealth.At one point the couple decided to move $20 billion worth of Microsoft stock to the foundation as they sought to increase their commitment to philanthropy, Bill Gates wrote in a 2019blog post. Today the foundation has more than $51 billion in assets, according to a tax filing, making itone of the world’s wealthiest foundations.“In the case of Melinda, it is a truly equal partner,” Bill Gates said in the 2019 Netflix documentary “Inside Bill’s Brain.” “She’s a lot like me in that she is optimistic and she is interested in science. She is better with people than I am. She’s a tiny bit less hardcore about knowing, you know, immunology, than I am.”In 2015 the two began pursuing areas they were interested in. Bill Gates established Breakthrough Energy, an initiative to slow climate change that includes a venture arm, and Melinda Gates created Pivotal Ventures, a company that makes investments to foster equality.For Valentine’s Day in 2020, Bill Gates posted a photoon Instagramshowing him standing with his arm around Melinda Gates. “I couldn’t ask for a better partner on this journey,” the caption said.Each year for more than a decade the Gateses have published a letter about their foundation work. In thelatest one, published in January, they reflected on the impact of the pandemic, beyond supporting the development of vaccines. “For us, the days became a blur of video meetings, troubling news alerts, and microwaved meals,” they wrote.Bill Gates is the world’s fourth richest person, behindAmazon’sJeff Bezos, LVMH’s Bernard Arnault and Tesla’s Elon Musk, according toForbes.The announcement comes two years after Bezos said he and his wife, MacKenzie, weregetting divorced. Bill Gates and Jeff Bezos are among the world’s richest people, and Amazon and Microsoft compete in the cloud computing business. Amazon said earlier this year that Bezos would be stepping down from his post as CEO and that cloud chief Andy Jassywould succeed him.","news_type":1},"isVote":1,"tweetType":1,"viewCount":219,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3580018464245103","authorId":"3580018464245103","name":"Tonnie","avatar":"https://static.tigerbbs.com/292e440fae54d673a2890c475a4d44cb","crmLevel":2,"crmLevelSwitch":0,"idStr":"3580018464245103","authorIdStr":"3580018464245103"},"content":"Wow, can respont to me too thks","text":"Wow, can respont to me too thks","html":"Wow, can respont to me too thks"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":190261856,"gmtCreate":1620624552275,"gmtModify":1704345747651,"author":{"id":"3581654744609547","authorId":"3581654744609547","name":"1ion","avatar":"https://community-static.tradeup.com/news/5eb43d1a6396c67d27010debcc8b8483","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581654744609547","authorIdStr":"3581654744609547"},"themes":[],"htmlText":"1","listText":"1","text":"1","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/190261856","repostId":"2134686276","repostType":4,"repost":{"id":"2134686276","kind":"news","pubTimestamp":1620604523,"share":"https://ttm.financial/m/news/2134686276?lang=&edition=fundamental","pubTime":"2021-05-10 07:55","market":"us","language":"en","title":"Coinbase, Disney, EA, DoorDash, Simon Property, and Other Stocks for Investors to Watch This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=2134686276","media":"FX Empire","summary":"Marriott International, an American multinational diversified hospitality company, is expected to report its first-quarter earnings of $0.03 per share, which represents a year-over-year decline of over 88% from $0.26 per share seen in the same quarter a year ago.The U.S. hotel operator’s revenue would slump about 50% to $2.36 billion. However, in the last quarter, the company has delivered an earnings surprise of over 20%.“Largest hotel brand company globally creates economies of scale, but the ","content":"<ul><li>Monday (May 10)</li><li>Tuesday (May 11)</li><li>Wednesday (May 12)</li><li>Thursday (May 13)</li><li>Friday (May 14)</li></ul><p>Earnings Calendar For The Week Of May 10</p><p><img src=\"https://static.tigerbbs.com/6ee15b26d510129ee55daa8fed460634\" tg-width=\"1430\" tg-height=\"662\"></p><h2>Monday (May 10)</h2><p><b>IN THE SPOTLIGHT: MARRIOTT</b></p><p>Marriott International, an American multinational diversified hospitality company, is expected to report its first-quarter earnings of $0.03 per share, which represents a year-over-year decline of over 88% from $0.26 per share seen in the same quarter a year ago.</p><p>The U.S. hotel operator’s revenue would slump about 50% to $2.36 billion. However, in the last quarter, the company has delivered an earnings surprise of over 20%.</p><p>“Largest hotel brand company globally creates economies of scale, but the spread of COVID-19 will pressure unit growth. With the stock trading near its historical average multiple, we see too wide a risk-reward to justify recommending, with upside/downside driven by how severe and quick business trends return to normal post-COVID-19,” noted Thomas Allen, equity analyst at <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a>.</p><h2>Tuesday (May 11)</h2><p><b>IN THE SPOTLIGHT: ELECTRONIC ARTS</b></p><p>Electronic Arts, <a href=\"https://laohu8.com/S/AONE\">one</a> of the world’s largest video game publishers, is expected to report its fiscal fourth-quarter earnings of $1.04 per share, which represents a year-over-year decline of over 3% from $1.08 per share seen in the same quarter a year ago.</p><p>The world’s largest video game publishers would post revenue growth of about 15% to around $1.39 billion. However, in the last four quarters, the company has delivered an earnings surprise of over 500%.</p><p>“For the fourth quarter of fiscal 2021, EA expects GAAP revenues of $1.317 billion, cost of revenues to be $302 million, and operating expenses of $837 million. EA anticipates a loss per share of 7 cents for the fourth quarter. Net bookings are expected to be $1.375 billion, which indicates an increase of $75 million over the prior guidance. For fiscal 2021, EA expects revenues of $5.6 billion, cost of revenues to be $1.477 billion, and earnings per share of $2.54,” noted analysts at ZACKS Research.</p><h2>Wednesday (May 12)</h2><table width=\"434\"><tbody><tr><td width=\"64\"><b>Ticker</b></td><td width=\"257\"><b>Company</b></td><td width=\"113\"><b>EPS Forecast</b></td></tr><tr><td width=\"64\"><u>WEN</u></td><td width=\"257\">Wendy’s</td><td width=\"113\">$0.15</td></tr><tr><td width=\"64\"><u>WIX</u></td><td width=\"257\">WIX</td><td width=\"113\">-$0.68</td></tr><tr><td width=\"64\"><u>DT</u></td><td width=\"257\">Dynatrace Holdings</td><td width=\"113\">$0.14</td></tr><tr><td width=\"64\"><u>WWW</u></td><td width=\"257\">Wolverine World Wide</td><td width=\"113\">$0.40</td></tr><tr><td width=\"64\"><u>LITE</u></td><td width=\"257\">Lumentum Holdings Inc</td><td width=\"113\">$1.42</td></tr><tr><td width=\"64\"><u>DOX</u></td><td width=\"257\">Amdocs</td><td width=\"113\">$1.13</td></tr><tr><td width=\"64\"><u>JACK</u></td><td width=\"257\">Jack In The Box</td><td width=\"113\">$1.29</td></tr><tr><td width=\"64\"><u>GOCO</u></td><td width=\"257\">Gocompare.Com</td><td width=\"113\">$0.00</td></tr><tr><td width=\"64\"><u>SONO</u></td><td width=\"257\"><a href=\"https://laohu8.com/S/SONO\">Sonos Inc</a></td><td width=\"113\">-$0.22</td></tr><tr><td width=\"64\"><u>PAAS</u></td><td width=\"257\">Pan American Silver USA</td><td width=\"113\">$0.30</td></tr><tr><td width=\"64\"><u>MAURY</u></td><td width=\"257\">Marui ADR</td><td width=\"113\">$0.15</td></tr><tr><td width=\"64\"><u>TM</u></td><td width=\"257\">Toyota Motor</td><td width=\"113\">$3.67</td></tr><tr><td width=\"64\"><u>AEG</u></td><td width=\"257\">Aegon</td><td width=\"113\">$0.17</td></tr><tr><td width=\"64\"><u>BRFS</u></td><td width=\"257\">BRF</td><td width=\"113\">$0.02</td></tr><tr><td width=\"64\"><u>EBR</u></td><td width=\"257\">Centrais Eletricas Brasileiras</td><td width=\"113\">$0.27</td></tr><tr><td width=\"64\"><u>BAYRY</u></td><td width=\"257\">Bayer AG PK</td><td width=\"113\">$0.73</td></tr><tr><td width=\"64\"><u>TCEHY</u></td><td width=\"257\">Tencent</td><td width=\"113\">$0.53</td></tr><tr><td width=\"64\"><u>DM</u></td><td width=\"257\">Dominion Midstream Partners</td><td width=\"113\">-$0.13</td></tr><tr><td width=\"64\"><u>FLO</u></td><td width=\"257\">Flowers Foods</td><td width=\"113\">$0.37</td></tr></tbody></table><h2>Thursday (May 13)</h2><p><b>IN THE SPOTLIGHT: ALIBABA, WALT DISNEY</b></p><p><b>ALIBABA</b>: China’s Alibaba Group Holding, the largest online and mobile e-commerce company in the world, is expected to report its fiscal fourth-quarter earnings of $1.82 per share, up over 40% from the same quarter a year ago. China’s biggest online commerce company’s revenue to surge more than 70% to $27.7 billion.</p><p>“Heightened investments in Taobao Deal and Grocery for user acquisition in less-affluent regions in China, should support long-term growth in core e-commerce business. Merchants’ marketing budgets will continue to shift online given rising reliance on e-commerce and better conversion. Alibaba’s ad resources remain under-monetized,” noted Gary Yu, equity analyst at Morgan Stanley.</p><p>“Digitalization trend in China will also sustain AliCloud’s growth potential. Gradual margin expansion will be a long-term profit driver. We see limited near-term catalysts but F22e P/E valuation remains attractive. We also see further downside support from additional disclosure to separate losses from new investments from profitable core e-commerce businesses.”</p><p><b>WALT DISNEY: </b>The world’s leading producers and providers of entertainment and information is expected to report its fiscal second-quarter earnings of $0.27 per share, which represents a year-over-year decline of over 50%. The Chicago, Illinois-based family entertainment company’s revenue would slump over 10% to $ 16.1 billion.</p><p>“Disney is building content assets that enable it to take advantage of the significant direct-to-consumer streaming opportunity ahead. Disney’s underlying IP remains best-in-class, supporting long-term content monetization opportunities,” noted Benjamin Swinburne, equity analyst at Morgan Stanley.</p><p>“During this period of FCF pressure from Parks closures, ESPN’s FCF generation is key to driving down leverage. Historical cycles suggest a potential return to above prior peak US Parks revenues in FY23.”</p><p>TAKE A LOOK AT OUR EARNINGS CALENDAR FOR THE FULL RELEASES FOR THE MAY 13</p><table width=\"472\"><tbody><tr><td width=\"64\"><b>Ticker</b></td><td width=\"285\"><b>Company</b></td><td width=\"123\"><b>EPS Forecast</b></td></tr><tr><td width=\"64\"><u>CELH</u></td><td width=\"285\">Celsius</td><td width=\"123\">$0.00</td></tr><tr><td width=\"64\"><u>HAE</u></td><td width=\"285\">Haemonetics</td><td width=\"123\">$0.69</td></tr><tr><td width=\"64\"><u>BABA</u></td><td width=\"285\">Alibaba</td><td width=\"123\">$11.80</td></tr><tr><td width=\"64\"><u>BAM</u></td><td width=\"285\">Brookfield Asset Management USA</td><td width=\"123\">$0.87</td></tr><tr><td width=\"64\"><u>TAC</u></td><td width=\"285\">TransAlta USA</td><td width=\"123\">$0.06</td></tr><tr><td width=\"64\"><u>UTZ</u></td><td width=\"285\">Utz Brands</td><td width=\"123\">$0.15</td></tr><tr><td width=\"64\"><u>VERX</u></td><td width=\"285\">Vertex Inc. Cl A</td><td width=\"123\">$0.05</td></tr><tr><td width=\"64\"><u>FTCH</u></td><td width=\"285\">Farfetch</td><td width=\"123\">-$0.28</td></tr><tr><td width=\"64\"><u>DIS</u></td><td width=\"285\">Walt Disney</td><td width=\"123\">$0.27</td></tr><tr><td width=\"64\"><u>AMAT</u></td><td width=\"285\">Applied Materials</td><td width=\"123\">$1.50</td></tr><tr><td width=\"64\"><u>DDS</u></td><td width=\"285\">Dillards</td><td width=\"123\">$1.20</td></tr><tr><td width=\"64\"><u>VNET</u></td><td width=\"285\">21Vianet</td><td width=\"123\">-$0.02</td></tr><tr><td width=\"64\"><u>TEF</u></td><td width=\"285\">Telefonica</td><td width=\"123\">$0.16</td></tr><tr><td width=\"64\"><u>PBR</u></td><td width=\"285\">Petroleo Brasileiro Petrobras</td><td width=\"123\">$0.12</td></tr><tr><td width=\"64\"><u>NICE</u></td><td width=\"285\">Nice Systems</td><td width=\"123\">$1.50</td></tr><tr><td width=\"64\"><u>TYOYY</u></td><td width=\"285\">Taiyo Yuden ADR</td><td width=\"123\">$2.09</td></tr><tr><td width=\"64\"><u>IX</u></td><td width=\"285\">Orix</td><td width=\"123\">$1.97</td></tr><tr><td width=\"64\"><u>SGAMY</u></td><td width=\"285\">Sega Sammy ADR</td><td width=\"123\">-$0.02</td></tr><tr><td width=\"64\"><u>SOMLY</u></td><td width=\"285\">Secom ADR</td><td width=\"123\">$0.27</td></tr><tr><td width=\"64\"><u>OJIPY</u></td><td width=\"285\">Oji ADR</td><td width=\"123\">$1.57</td></tr><tr><td width=\"64\"><u>SBS</u></td><td width=\"285\">Companhia De Saneamento Basico</td><td width=\"123\">$0.15</td></tr></tbody></table><h2>Friday (May 14)</h2><table width=\"425\"><tbody><tr><td width=\"64\"><b>Ticker</b></td><td width=\"257\"><b>Company</b></td><td width=\"104\"><b>EPS Forecast</b></td></tr><tr><td width=\"64\"><u>MFG</u></td><td width=\"257\">Mizuho Financial</td><td width=\"104\">$0.06</td></tr><tr><td width=\"64\"><u>CIG</u></td><td width=\"257\">Companhia Energetica Minas Gerais</td><td width=\"104\">$0.08</td></tr><tr><td width=\"64\"><u>HMC</u></td><td width=\"257\">Honda Motor</td><td width=\"104\">$0.41</td></tr><tr><td width=\"64\"><u>SMFG</u></td><td width=\"257\">Sumitomo Mitsui Financial</td><td width=\"104\">$0.12</td></tr><tr><td width=\"64\"><u>RDY</u></td><td width=\"257\">Drreddys Laboratories</td><td width=\"104\">$0.52</td></tr></tbody></table>","source":"yahoofinance","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, Disney, EA, DoorDash, Simon Property, and Other Stocks for Investors to Watch This Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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, Disney, EA, DoorDash, Simon Property, and Other Stocks for Investors to Watch This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-10 07:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/earnings-watch-next-week-marriott-071123228.html><strong>FX Empire</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Monday (May 10)Tuesday (May 11)Wednesday (May 12)Thursday (May 13)Friday (May 14)Earnings Calendar For The Week Of May 10Monday (May 10)IN THE SPOTLIGHT: MARRIOTTMarriott International, an American ...</p>\n\n<a href=\"https://finance.yahoo.com/news/earnings-watch-next-week-marriott-071123228.html\">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://finance.yahoo.com/news/earnings-watch-next-week-marriott-071123228.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2134686276","content_text":"Monday (May 10)Tuesday (May 11)Wednesday (May 12)Thursday (May 13)Friday (May 14)Earnings Calendar For The Week Of May 10Monday (May 10)IN THE SPOTLIGHT: MARRIOTTMarriott International, an American multinational diversified hospitality company, is expected to report its first-quarter earnings of $0.03 per share, which represents a year-over-year decline of over 88% from $0.26 per share seen in the same quarter a year ago.The U.S. hotel operator’s revenue would slump about 50% to $2.36 billion. However, in the last quarter, the company has delivered an earnings surprise of over 20%.“Largest hotel brand company globally creates economies of scale, but the spread of COVID-19 will pressure unit growth. With the stock trading near its historical average multiple, we see too wide a risk-reward to justify recommending, with upside/downside driven by how severe and quick business trends return to normal post-COVID-19,” noted Thomas Allen, equity analyst at Morgan Stanley.Tuesday (May 11)IN THE SPOTLIGHT: ELECTRONIC ARTSElectronic Arts, one of the world’s largest video game publishers, is expected to report its fiscal fourth-quarter earnings of $1.04 per share, which represents a year-over-year decline of over 3% from $1.08 per share seen in the same quarter a year ago.The world’s largest video game publishers would post revenue growth of about 15% to around $1.39 billion. However, in the last four quarters, the company has delivered an earnings surprise of over 500%.“For the fourth quarter of fiscal 2021, EA expects GAAP revenues of $1.317 billion, cost of revenues to be $302 million, and operating expenses of $837 million. EA anticipates a loss per share of 7 cents for the fourth quarter. Net bookings are expected to be $1.375 billion, which indicates an increase of $75 million over the prior guidance. For fiscal 2021, EA expects revenues of $5.6 billion, cost of revenues to be $1.477 billion, and earnings per share of $2.54,” noted analysts at ZACKS Research.Wednesday (May 12)TickerCompanyEPS ForecastWENWendy’s$0.15WIXWIX-$0.68DTDynatrace Holdings$0.14WWWWolverine World Wide$0.40LITELumentum Holdings Inc$1.42DOXAmdocs$1.13JACKJack In The Box$1.29GOCOGocompare.Com$0.00SONOSonos Inc-$0.22PAASPan American Silver USA$0.30MAURYMarui ADR$0.15TMToyota Motor$3.67AEGAegon$0.17BRFSBRF$0.02EBRCentrais Eletricas Brasileiras$0.27BAYRYBayer AG PK$0.73TCEHYTencent$0.53DMDominion Midstream Partners-$0.13FLOFlowers Foods$0.37Thursday (May 13)IN THE SPOTLIGHT: ALIBABA, WALT DISNEYALIBABA: China’s Alibaba Group Holding, the largest online and mobile e-commerce company in the world, is expected to report its fiscal fourth-quarter earnings of $1.82 per share, up over 40% from the same quarter a year ago. China’s biggest online commerce company’s revenue to surge more than 70% to $27.7 billion.“Heightened investments in Taobao Deal and Grocery for user acquisition in less-affluent regions in China, should support long-term growth in core e-commerce business. Merchants’ marketing budgets will continue to shift online given rising reliance on e-commerce and better conversion. Alibaba’s ad resources remain under-monetized,” noted Gary Yu, equity analyst at Morgan Stanley.“Digitalization trend in China will also sustain AliCloud’s growth potential. Gradual margin expansion will be a long-term profit driver. We see limited near-term catalysts but F22e P/E valuation remains attractive. We also see further downside support from additional disclosure to separate losses from new investments from profitable core e-commerce businesses.”WALT DISNEY: The world’s leading producers and providers of entertainment and information is expected to report its fiscal second-quarter earnings of $0.27 per share, which represents a year-over-year decline of over 50%. The Chicago, Illinois-based family entertainment company’s revenue would slump over 10% to $ 16.1 billion.“Disney is building content assets that enable it to take advantage of the significant direct-to-consumer streaming opportunity ahead. Disney’s underlying IP remains best-in-class, supporting long-term content monetization opportunities,” noted Benjamin Swinburne, equity analyst at Morgan Stanley.“During this period of FCF pressure from Parks closures, ESPN’s FCF generation is key to driving down leverage. Historical cycles suggest a potential return to above prior peak US Parks revenues in FY23.”TAKE A LOOK AT OUR EARNINGS CALENDAR FOR THE FULL RELEASES FOR THE MAY 13TickerCompanyEPS ForecastCELHCelsius$0.00HAEHaemonetics$0.69BABAAlibaba$11.80BAMBrookfield Asset Management USA$0.87TACTransAlta USA$0.06UTZUtz Brands$0.15VERXVertex Inc. Cl A$0.05FTCHFarfetch-$0.28DISWalt Disney$0.27AMATApplied Materials$1.50DDSDillards$1.20VNET21Vianet-$0.02TEFTelefonica$0.16PBRPetroleo Brasileiro Petrobras$0.12NICENice Systems$1.50TYOYYTaiyo Yuden ADR$2.09IXOrix$1.97SGAMYSega Sammy ADR-$0.02SOMLYSecom ADR$0.27OJIPYOji ADR$1.57SBSCompanhia De Saneamento Basico$0.15Friday (May 14)TickerCompanyEPS ForecastMFGMizuho Financial$0.06CIGCompanhia Energetica Minas Gerais$0.08HMCHonda Motor$0.41SMFGSumitomo Mitsui Financial$0.12RDYDrreddys Laboratories$0.52","news_type":1},"isVote":1,"tweetType":1,"viewCount":499,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3581993954812723","authorId":"3581993954812723","name":"BraveAAC","avatar":"https://static.tigerbbs.com/5a1e3a611a362857570052e45ff04ad3","crmLevel":4,"crmLevelSwitch":0,"idStr":"3581993954812723","authorIdStr":"3581993954812723"},"content":"Reply my comment [blood spray] [blood spray] [MoMo]","text":"Reply my comment [blood spray] [blood spray] [MoMo]","html":"Reply my comment [blood spray] [blood spray] [MoMo]"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":104070799,"gmtCreate":1620347509311,"gmtModify":1704342264739,"author":{"id":"3581654744609547","authorId":"3581654744609547","name":"1ion","avatar":"https://community-static.tradeup.com/news/5eb43d1a6396c67d27010debcc8b8483","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581654744609547","authorIdStr":"3581654744609547"},"themes":[],"htmlText":"wow","listText":"wow","text":"wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/104070799","repostId":"1160617696","repostType":4,"repost":{"id":"1160617696","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1620346875,"share":"https://ttm.financial/m/news/1160617696?lang=&edition=fundamental","pubTime":"2021-05-07 08:21","market":"us","language":"en","title":"Dropbox Q1 Earnings and Revenues Beat Estimates","url":"https://stock-news.laohu8.com/highlight/detail?id=1160617696","media":"Tiger Newspress","summary":"Dropbox (DBX) came out with quarterly earnings of $0.35 per share, beating the Zacks Consensus Estim","content":"<p>Dropbox (DBX) came out with quarterly earnings of $0.35 per share, beating the Zacks Consensus Estimate of $0.30 per share. This compares to earnings of $0.17 per share a year ago. These figures are adjusted for non-recurring items.</p><p>This quarterly report represents an earnings surprise of 16.67%. A quarter ago, it was expected that this online file-sharing company would post earnings of $0.23 per share when it actually produced earnings of $0.28, delivering a surprise of 21.74%.</p><p>Over the last four quarters, the company has surpassed consensus EPS estimates four times.<img src=\"https://static.tigerbbs.com/68ff6254e338162714e082084eea6316\" tg-width=\"1215\" tg-height=\"819\" referrerpolicy=\"no-referrer\">Dropbox, which belongs to the Zacks Internet - Services industry, posted revenues of $511.6 million for the quarter ended March 2021, surpassing the Zacks Consensus Estimate by 1.31%. This compares to year-ago revenues of $455 million. The company has topped consensus revenue estimates four times over the last four quarters.</p><p>The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.</p><p>Dropbox shares have added about 12% since the beginning of the year versus the S&amp;P 500's gain of 11%.<img src=\"https://static.tigerbbs.com/885fe7a072fef98025bd635c35e92b22\" tg-width=\"706\" tg-height=\"569\" referrerpolicy=\"no-referrer\"><b>What's Next for Dropbox?</b></p><p>While Dropbox has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?</p><p>There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.</p><p>Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.</p><p>Ahead of this earnings release, the estimate revisions trend for Dropbox was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.</p><p>It will be interesting to see how estimates for the coming quarters and current fiscal year change in the days ahead. The current consensus EPS estimate is $0.31 on $518.51 million in revenues for the coming quarter and $1.27 on $2.1 billion in revenues for the current fiscal year.</p><p>Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Internet - Services is currently in the bottom 21% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.</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>Dropbox Q1 Earnings and Revenues Beat Estimates</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\">\nDropbox Q1 Earnings and Revenues Beat Estimates\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\">2021-05-07 08:21</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Dropbox (DBX) came out with quarterly earnings of $0.35 per share, beating the Zacks Consensus Estimate of $0.30 per share. This compares to earnings of $0.17 per share a year ago. These figures are adjusted for non-recurring items.</p><p>This quarterly report represents an earnings surprise of 16.67%. A quarter ago, it was expected that this online file-sharing company would post earnings of $0.23 per share when it actually produced earnings of $0.28, delivering a surprise of 21.74%.</p><p>Over the last four quarters, the company has surpassed consensus EPS estimates four times.<img src=\"https://static.tigerbbs.com/68ff6254e338162714e082084eea6316\" tg-width=\"1215\" tg-height=\"819\" referrerpolicy=\"no-referrer\">Dropbox, which belongs to the Zacks Internet - Services industry, posted revenues of $511.6 million for the quarter ended March 2021, surpassing the Zacks Consensus Estimate by 1.31%. This compares to year-ago revenues of $455 million. The company has topped consensus revenue estimates four times over the last four quarters.</p><p>The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.</p><p>Dropbox shares have added about 12% since the beginning of the year versus the S&amp;P 500's gain of 11%.<img src=\"https://static.tigerbbs.com/885fe7a072fef98025bd635c35e92b22\" tg-width=\"706\" tg-height=\"569\" referrerpolicy=\"no-referrer\"><b>What's Next for Dropbox?</b></p><p>While Dropbox has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?</p><p>There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.</p><p>Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.</p><p>Ahead of this earnings release, the estimate revisions trend for Dropbox was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.</p><p>It will be interesting to see how estimates for the coming quarters and current fiscal year change in the days ahead. The current consensus EPS estimate is $0.31 on $518.51 million in revenues for the coming quarter and $1.27 on $2.1 billion in revenues for the current fiscal year.</p><p>Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Internet - Services is currently in the bottom 21% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DBX":"Dropbox Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160617696","content_text":"Dropbox (DBX) came out with quarterly earnings of $0.35 per share, beating the Zacks Consensus Estimate of $0.30 per share. This compares to earnings of $0.17 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 16.67%. A quarter ago, it was expected that this online file-sharing company would post earnings of $0.23 per share when it actually produced earnings of $0.28, delivering a surprise of 21.74%.Over the last four quarters, the company has surpassed consensus EPS estimates four times.Dropbox, which belongs to the Zacks Internet - Services industry, posted revenues of $511.6 million for the quarter ended March 2021, surpassing the Zacks Consensus Estimate by 1.31%. This compares to year-ago revenues of $455 million. The company has topped consensus revenue estimates four times over the last four quarters.The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.Dropbox shares have added about 12% since the beginning of the year versus the S&P 500's gain of 11%.What's Next for Dropbox?While Dropbox has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.Ahead of this earnings release, the estimate revisions trend for Dropbox was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.It will be interesting to see how estimates for the coming quarters and current fiscal year change in the days ahead. The current consensus EPS estimate is $0.31 on $518.51 million in revenues for the coming quarter and $1.27 on $2.1 billion in revenues for the current fiscal year.Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Internet - Services is currently in the bottom 21% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.","news_type":1},"isVote":1,"tweetType":1,"viewCount":103,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":105993591,"gmtCreate":1620262404813,"gmtModify":1704340937881,"author":{"id":"3581654744609547","authorId":"3581654744609547","name":"1ion","avatar":"https://community-static.tradeup.com/news/5eb43d1a6396c67d27010debcc8b8483","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581654744609547","authorIdStr":"3581654744609547"},"themes":[],"htmlText":"wow","listText":"wow","text":"wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/105993591","repostId":"1148686352","repostType":4,"isVote":1,"tweetType":1,"viewCount":72,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":105992220,"gmtCreate":1620262557160,"gmtModify":1704340943247,"author":{"id":"3581654744609547","authorId":"3581654744609547","name":"1ion","avatar":"https://community-static.tradeup.com/news/5eb43d1a6396c67d27010debcc8b8483","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581654744609547","authorIdStr":"3581654744609547"},"themes":[],"htmlText":"what does receive a response&nbsp;to my comment means? i also failed to get this","listText":"what does receive a response&nbsp;to my comment means? i also failed to get this","text":"what does receive a response to my comment means? i also failed to get this","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/105992220","repostId":"1148686352","repostType":4,"isVote":1,"tweetType":1,"viewCount":215,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3578570760040163","authorId":"3578570760040163","name":"hmmwvms","avatar":"https://static.tigerbbs.com/a906b2444a1aca7cd161a6e1ee03687e","crmLevel":6,"crmLevelSwitch":0,"idStr":"3578570760040163","authorIdStr":"3578570760040163"},"content":"Means this. I put a comment to your comment. If you can put one here will be good too :)","text":"Means this. I put a comment to your comment. If you can put one here will be good too :)","html":"Means this. I put a comment to your comment. If you can put one here will be good too :)"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":102033226,"gmtCreate":1620166553665,"gmtModify":1704339461526,"author":{"id":"3581654744609547","authorId":"3581654744609547","name":"1ion","avatar":"https://community-static.tradeup.com/news/5eb43d1a6396c67d27010debcc8b8483","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581654744609547","authorIdStr":"3581654744609547"},"themes":[],"htmlText":"wow","listText":"wow","text":"wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/102033226","repostId":"1179044309","repostType":4,"repost":{"id":"1179044309","kind":"news","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":1620140053,"share":"https://ttm.financial/m/news/1179044309?lang=&edition=fundamental","pubTime":"2021-05-04 22:54","market":"us","language":"en","title":"Sharing A Ride To The Reopening: Uber, Lyft Earnings Could Offer Hints To Life Beyond The Pandemic","url":"https://stock-news.laohu8.com/highlight/detail?id=1179044309","media":"Benzinga","summary":"After racing into earnings season, stocks have basically treaded water the last two weeks. The S&P 5","content":"<p>After racing into earnings season, stocks have basically treaded water the last two weeks. The&nbsp;<b>S&amp;P 500 Index</b>&nbsp;(SPX) finished Monday less than 1% changed from mid-April when reporting season began.</p>\n<p>That’s despite an amazing Q1 earnings performance by S&amp;P 500 companies so far, with average earnings per share up more than 40%. With more than half of the reporting season done, 86% of companies have beaten earnings expectations, according to FactSet.</p>\n<p>When you accompany that with the lack of gains in major indices, you have to ask yourself how much of the good news was priced in. We were already at all-time highs ahead of the reporting period, so can the reality match the expectations?</p>\n<p>Anyway, this stall in forward progress isn’t something to be overly concerned about. We’re heading into summer, which tends to be a time of lighter volumes, but lighter volumes can mean good things as well.</p>\n<p>For the next act, investors might have their eyes peeled on ride-sharing companies&nbsp;<b>Lyft Technologies Inc.</b>LYFT 4.39%and&nbsp;<b>Uber</b>UBER 3.03%today and tomorrow to see if they can provide insight into reopening progress.</p>\n<p><b>Solid Reporting Season Continues With CVS, Pfizer</b></p>\n<p>Before that, investors got another set of solid earnings news this morning as&nbsp;<b>CVS</b>CVS 3%and&nbsp;<b>Pfizer</b>PFE 0.45%outran consensus expectations and raised guidance. PFE raised revenue guidance by 18% for the year, which is pretty impressive. Some of that is related to their Covid vaccine, but not all of it.</p>\n<p>Technology—particularly the so-called “FAANG” sector of that group—appeared to be taking the worst of it early Tuesday. The Tech sector is by far the worst SPX performer over the last week even though earnings from most of the “mega-caps” in that sector looked solid. At the same time, cyclical sectors—think Financials and Energy—have led gains recently. It’s more along the lines of what we were seeing earlier this year before Tech made a move going into earnings season.</p>\n<p>Call it what you want: “Consolidation” is a word some people are using to describe this lack of direction in the markets amid a slowing news flow. The directionless trading appears to be extending into Tuesday, with major indices losing ground ahead of the opening bell and the closely-watched 10-year Treasury yield back at 1.6%, right in the middle of its recent range.</p>\n<p>Still, commodity prices—and not just&nbsp;the semiconductors we’ve talked about recently—are on the rise, with the&nbsp;<b>Bloomberg Commodity Index</b>&nbsp;($BCOM) among those commodity benchmarks sitting on multi-year highs. Even if long-dated Treasury yields remain muted and the Fed sticks to its narrative of “transitory inflation” (see more below), commodities seem to be factoring in higher prices.</p>\n<p>Volatility is up slightly, too, not surprising considering the pressure on stocks. Keep an eye on the 20 level for the&nbsp;<b>Cboe&nbsp;Volatility&nbsp;Index</b>&nbsp;(VIX). We’re only slightly below that benchmark figure, and looking at forward contracts, the message looks like we’ll continue to bounce around for a while.</p>\n<p><b>Earnings Season About To Catch A&nbsp;Ride</b></p>\n<p>It’s kind of fitting that “reopening” stocks led the way Monday in a week that features&nbsp;earnings from<b>Uber Technologies Inc.</b>UBER 3.03%and<b>Lyft</b>LYFT 4.39%,&nbsp;two companies that would likely stand to benefit if people are getting out more. LYFT is expected to report today after the close and UBER is up to bat tomorrow after the close.</p>\n<p>Both companies are apparently having some trouble finding drivers to meet all the new demand, kind of a good problem to have. However, it could be costly, with both having to spend more on driver incentives. There’s also a regulatory headwind after the U.S. Labor secretary told Reuters that many gig economy workers should be treated as employees.</p>\n<p>If that ends up happening nationwide and UBER and LYFT have to treat drivers as employees instead of independent contractors, it seems that would substantially increase costs for these companies. However, that’s far from settled yet.</p>\n<p>In the meantime, what investors probably want to know is whether LYFT and UBER were able to continue cutting their losses in Q1 after shrinking their annual net losses last time out. They’re still going to likely face tough comparisons on revenue because a lot of the 2020 quarter they’re comparing to took place before the pandemic hit last March.</p>\n<p>In contrast, other big earnings reports over the coming days include some of the companies many investors embraced big time last year when the pandemic hit. We’re talking&nbsp;<b>Peloton</b>PTON 0.71%,&nbsp;<b>Paypal</b>PYPL 3.11%,&nbsp;<b>Moderna</b>MRNA 4.59%,&nbsp;<b>Square</b>SQ 2.71%, and<b>&nbsp;Roku Inc.</b>ROKU 3.81%.&nbsp; A lot of these companies had an amazing performance in 2020, but might have pulled forward years of demand. Now, as the economy reopens, they face pressure to explain how they’re going to drive toward profits and how they can keep the excitement going.</p>\n<p>It’s not like these are necessarily stocks you can consider flash in the pans. People who got used to exercising at home and invested in a PTON machine probably aren’t going to abandon it for the gym right away, or necessarily at all. And MRNA’s vaccine technology has possibilities beyond the success of their Covid vaccine, analysts recently told Barron’s. PYPL and SQ’s technology was already in demand before Covid, though the pandemic might have given them a boost.</p>\n<p><b>Fresh Earnings Could Cast Light On Supply Shortages, Costs</b></p>\n<p>Getting back from the newest models to a veteran,<b>&nbsp;General Motors</b>GM 2.48%reports tomorrow. Like other car companies, GM’s earnings call could offer an interesting perspective on the semiconductor chip shortage.&nbsp;<b>Ford</b>F 1.98%said last week the problem is taking a greater toll on its business than previously expected and could put pressure on its operating results in the second half of the year. For more on how the chip shortage is affecting car makers, see below.</p>\n<p>Some of the supply shortages in chips and beyond might be playing out in the economic data this week. ISM manufacturing for April released on Monday came in below Wall Street’s expectations at 60.7%, down from 64.7% a month earlier. Supply chain disruptions and higher raw material costs might have played into the lower number.</p>\n<p>The Fed has been saying inflation will be transitory, but we’ll see if they end up being right. A couple of weeks ago&nbsp;<b>Intel</b>INTC 1.77%said the chip shortage could last two years. President Biden’s infrastructure plan envisions more domestic production of these products, but you can’t turn on the assembly lines overnight, and there’s still no guarantee the entire bill as it exists now will become reality.</p>\n<p>In other data to watch, the ISM non-manufacturing index for April is due Wednesday. Consensus on Wall Street is for a headline figure of 65.0%, up from 63.7% in March, according to research firm Briefing.com.</p>\n<p>Of course, the biggest report this week is Friday’s non-farm payrolls, where analysts expect a cool million new jobs created in April vs. 916,000 in March. We’ll dig into that a little more tomorrow, with some things worth watching in the report beyond that headline number. Stay tuned.</p>\n<p><img src=\"https://static.tigerbbs.com/da99b665ba0fa3e07d7fc1e25ce3dd62\" tg-width=\"780\" tg-height=\"412\"></p>\n<p><b>CHART OF THE DAY:THE MORE THINGS CHANGE...</b>A few weeks ago we ran this same chart of the S&amp;P 500 Index (SPX—candlestick) vs. its 50-day moving average (blue line). Not much has changed since then. The index still holds a firm premium to the 50-day, and hasn’t come close to testing it in over a month. The 50-day is now just above 4000, and every time this year the index tested it, the result was a solid rebound. The question is, if the market sells off a bit and tests this important technical area, will it hold again? If not, more technical selling could break out, changing this long-running pattern. Data Source: S&amp;P Dow Jones Indices.Chart source: The&nbsp;thinkorswim® platform.&nbsp;<i>For illustrative purposes only. Past performance does not guarantee future results.</i></p>\n<p><b>Horse’s Mouth Time:</b>&nbsp;Something that might be worth paying attention to today is the Wall Street Journal’s CEO summit, which starts this morning and features interviews with&nbsp;<b>JP Morgan Chase</b>JPM 0.04%CEO Jamie Dimon,&nbsp;<b>Merck</b>MRK 0.03%Chairman and CEO Kenneth C. Frazier, and Treasury Secretary Janet Yellen.</p>\n<p>Dimon’s going to be asked about the economic rebound and the markets, the WSJ said, but it might be interesting to see if they ask him any questions about the banking industry now that Q1 earnings are in the rearview mirror. Some analysts note that activity on Wall Street—especially on the&nbsp;Special Purpose Acquisition Company (SPAC)&nbsp;front—has slowed down slightly in Q2, and wonder if that means the sizzling investment banking revenues enjoyed by the industry in Q1 might not be as easy to scoop up this quarter. SPACs raised $82 billion last year, the WSJ reported.</p>\n<p><b>Earnings Come Down The Stretch With A&nbsp;Lead:</b>&nbsp;We’ve heard a lot of analysts say what a great earnings season it’s been, but it’s another thing to see the actual number plugged in. How does this sound? 45.8%. That’s the average S&amp;P 500 earnings growth with 60% of companies now reporting, according to research firm Factset. If it remains there or higher for the rest of the way, it will be the best earnings growth for a quarter since the economy was emerging from the financial crisis in early 2010. It also leaves analysts’ average estimate of 24% earnings growth going into the reporting period completely in the dust. In fact, 86% of companies are beating analyst estimates on earnings, and 78% on revenue, Factset says.</p>\n<p>This all sounds good, but you’ll hear some naysayers tell you most of the strength in earnings was built into stock prices going in. Actually, that’s a bit of an exaggeration, and you can see that if you follow the 12-month forward price-to-earnings ratio for the S&amp;P 500. It’s now at 22, by Factset’s reckoning, and that’s down from nearly 24 at the start of 2021. Over the same year-to-date time frame, the S&amp;P Equal Weight 500 jumped 16.2%, research firm CFRA noted Monday (equal weight means each of the 500 companies in the index is given a fixed weight instead of the index being weighted by market cap). In other words, stocks have risen while valuations fell, which is a neat trick.</p>\n<p><b>No Chips, No Ride:</b>&nbsp;Have you driven by a car dealership lately? If so, you may have noticed that everything seems more or less in place, except for the cars, that is—they’re missing. As we reported earlier this year, the semiconductor sector is undergoing a massive worldwide shortage. For car buyers, this may mean longer waits and higher prices. And by the way, new cars aren’t the only ones impacted by the shortage. The average price of used cars jumped 12.5% over the last year, according to the National Automobile Dealers Association.</p>\n<p>For automakers, however, this means wider sales, some even seeing record profits as vehicles are sold before they make it to the sales lot. Investors might want to keep an eye on companies like&nbsp;<b>General Motors</b>GM 2.48%,&nbsp;<b>Ford</b>F 1.98%, and other manufacturers to see how the chip shortage may be impacting their bottom lines. Might the shortage in rides be a ticket to ride the chip shortage to the upside?</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>Sharing A Ride To The Reopening: Uber, Lyft Earnings Could Offer Hints To Life Beyond The Pandemic</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\">\nSharing A Ride To The Reopening: Uber, Lyft Earnings Could Offer Hints To Life Beyond The Pandemic\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-05-04 22:54</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>After racing into earnings season, stocks have basically treaded water the last two weeks. The&nbsp;<b>S&amp;P 500 Index</b>&nbsp;(SPX) finished Monday less than 1% changed from mid-April when reporting season began.</p>\n<p>That’s despite an amazing Q1 earnings performance by S&amp;P 500 companies so far, with average earnings per share up more than 40%. With more than half of the reporting season done, 86% of companies have beaten earnings expectations, according to FactSet.</p>\n<p>When you accompany that with the lack of gains in major indices, you have to ask yourself how much of the good news was priced in. We were already at all-time highs ahead of the reporting period, so can the reality match the expectations?</p>\n<p>Anyway, this stall in forward progress isn’t something to be overly concerned about. We’re heading into summer, which tends to be a time of lighter volumes, but lighter volumes can mean good things as well.</p>\n<p>For the next act, investors might have their eyes peeled on ride-sharing companies&nbsp;<b>Lyft Technologies Inc.</b>LYFT 4.39%and&nbsp;<b>Uber</b>UBER 3.03%today and tomorrow to see if they can provide insight into reopening progress.</p>\n<p><b>Solid Reporting Season Continues With CVS, Pfizer</b></p>\n<p>Before that, investors got another set of solid earnings news this morning as&nbsp;<b>CVS</b>CVS 3%and&nbsp;<b>Pfizer</b>PFE 0.45%outran consensus expectations and raised guidance. PFE raised revenue guidance by 18% for the year, which is pretty impressive. Some of that is related to their Covid vaccine, but not all of it.</p>\n<p>Technology—particularly the so-called “FAANG” sector of that group—appeared to be taking the worst of it early Tuesday. The Tech sector is by far the worst SPX performer over the last week even though earnings from most of the “mega-caps” in that sector looked solid. At the same time, cyclical sectors—think Financials and Energy—have led gains recently. It’s more along the lines of what we were seeing earlier this year before Tech made a move going into earnings season.</p>\n<p>Call it what you want: “Consolidation” is a word some people are using to describe this lack of direction in the markets amid a slowing news flow. The directionless trading appears to be extending into Tuesday, with major indices losing ground ahead of the opening bell and the closely-watched 10-year Treasury yield back at 1.6%, right in the middle of its recent range.</p>\n<p>Still, commodity prices—and not just&nbsp;the semiconductors we’ve talked about recently—are on the rise, with the&nbsp;<b>Bloomberg Commodity Index</b>&nbsp;($BCOM) among those commodity benchmarks sitting on multi-year highs. Even if long-dated Treasury yields remain muted and the Fed sticks to its narrative of “transitory inflation” (see more below), commodities seem to be factoring in higher prices.</p>\n<p>Volatility is up slightly, too, not surprising considering the pressure on stocks. Keep an eye on the 20 level for the&nbsp;<b>Cboe&nbsp;Volatility&nbsp;Index</b>&nbsp;(VIX). We’re only slightly below that benchmark figure, and looking at forward contracts, the message looks like we’ll continue to bounce around for a while.</p>\n<p><b>Earnings Season About To Catch A&nbsp;Ride</b></p>\n<p>It’s kind of fitting that “reopening” stocks led the way Monday in a week that features&nbsp;earnings from<b>Uber Technologies Inc.</b>UBER 3.03%and<b>Lyft</b>LYFT 4.39%,&nbsp;two companies that would likely stand to benefit if people are getting out more. LYFT is expected to report today after the close and UBER is up to bat tomorrow after the close.</p>\n<p>Both companies are apparently having some trouble finding drivers to meet all the new demand, kind of a good problem to have. However, it could be costly, with both having to spend more on driver incentives. There’s also a regulatory headwind after the U.S. Labor secretary told Reuters that many gig economy workers should be treated as employees.</p>\n<p>If that ends up happening nationwide and UBER and LYFT have to treat drivers as employees instead of independent contractors, it seems that would substantially increase costs for these companies. However, that’s far from settled yet.</p>\n<p>In the meantime, what investors probably want to know is whether LYFT and UBER were able to continue cutting their losses in Q1 after shrinking their annual net losses last time out. They’re still going to likely face tough comparisons on revenue because a lot of the 2020 quarter they’re comparing to took place before the pandemic hit last March.</p>\n<p>In contrast, other big earnings reports over the coming days include some of the companies many investors embraced big time last year when the pandemic hit. We’re talking&nbsp;<b>Peloton</b>PTON 0.71%,&nbsp;<b>Paypal</b>PYPL 3.11%,&nbsp;<b>Moderna</b>MRNA 4.59%,&nbsp;<b>Square</b>SQ 2.71%, and<b>&nbsp;Roku Inc.</b>ROKU 3.81%.&nbsp; A lot of these companies had an amazing performance in 2020, but might have pulled forward years of demand. Now, as the economy reopens, they face pressure to explain how they’re going to drive toward profits and how they can keep the excitement going.</p>\n<p>It’s not like these are necessarily stocks you can consider flash in the pans. People who got used to exercising at home and invested in a PTON machine probably aren’t going to abandon it for the gym right away, or necessarily at all. And MRNA’s vaccine technology has possibilities beyond the success of their Covid vaccine, analysts recently told Barron’s. PYPL and SQ’s technology was already in demand before Covid, though the pandemic might have given them a boost.</p>\n<p><b>Fresh Earnings Could Cast Light On Supply Shortages, Costs</b></p>\n<p>Getting back from the newest models to a veteran,<b>&nbsp;General Motors</b>GM 2.48%reports tomorrow. Like other car companies, GM’s earnings call could offer an interesting perspective on the semiconductor chip shortage.&nbsp;<b>Ford</b>F 1.98%said last week the problem is taking a greater toll on its business than previously expected and could put pressure on its operating results in the second half of the year. For more on how the chip shortage is affecting car makers, see below.</p>\n<p>Some of the supply shortages in chips and beyond might be playing out in the economic data this week. ISM manufacturing for April released on Monday came in below Wall Street’s expectations at 60.7%, down from 64.7% a month earlier. Supply chain disruptions and higher raw material costs might have played into the lower number.</p>\n<p>The Fed has been saying inflation will be transitory, but we’ll see if they end up being right. A couple of weeks ago&nbsp;<b>Intel</b>INTC 1.77%said the chip shortage could last two years. President Biden’s infrastructure plan envisions more domestic production of these products, but you can’t turn on the assembly lines overnight, and there’s still no guarantee the entire bill as it exists now will become reality.</p>\n<p>In other data to watch, the ISM non-manufacturing index for April is due Wednesday. Consensus on Wall Street is for a headline figure of 65.0%, up from 63.7% in March, according to research firm Briefing.com.</p>\n<p>Of course, the biggest report this week is Friday’s non-farm payrolls, where analysts expect a cool million new jobs created in April vs. 916,000 in March. We’ll dig into that a little more tomorrow, with some things worth watching in the report beyond that headline number. Stay tuned.</p>\n<p><img src=\"https://static.tigerbbs.com/da99b665ba0fa3e07d7fc1e25ce3dd62\" tg-width=\"780\" tg-height=\"412\"></p>\n<p><b>CHART OF THE DAY:THE MORE THINGS CHANGE...</b>A few weeks ago we ran this same chart of the S&amp;P 500 Index (SPX—candlestick) vs. its 50-day moving average (blue line). Not much has changed since then. The index still holds a firm premium to the 50-day, and hasn’t come close to testing it in over a month. The 50-day is now just above 4000, and every time this year the index tested it, the result was a solid rebound. The question is, if the market sells off a bit and tests this important technical area, will it hold again? If not, more technical selling could break out, changing this long-running pattern. Data Source: S&amp;P Dow Jones Indices.Chart source: The&nbsp;thinkorswim® platform.&nbsp;<i>For illustrative purposes only. Past performance does not guarantee future results.</i></p>\n<p><b>Horse’s Mouth Time:</b>&nbsp;Something that might be worth paying attention to today is the Wall Street Journal’s CEO summit, which starts this morning and features interviews with&nbsp;<b>JP Morgan Chase</b>JPM 0.04%CEO Jamie Dimon,&nbsp;<b>Merck</b>MRK 0.03%Chairman and CEO Kenneth C. Frazier, and Treasury Secretary Janet Yellen.</p>\n<p>Dimon’s going to be asked about the economic rebound and the markets, the WSJ said, but it might be interesting to see if they ask him any questions about the banking industry now that Q1 earnings are in the rearview mirror. Some analysts note that activity on Wall Street—especially on the&nbsp;Special Purpose Acquisition Company (SPAC)&nbsp;front—has slowed down slightly in Q2, and wonder if that means the sizzling investment banking revenues enjoyed by the industry in Q1 might not be as easy to scoop up this quarter. SPACs raised $82 billion last year, the WSJ reported.</p>\n<p><b>Earnings Come Down The Stretch With A&nbsp;Lead:</b>&nbsp;We’ve heard a lot of analysts say what a great earnings season it’s been, but it’s another thing to see the actual number plugged in. How does this sound? 45.8%. That’s the average S&amp;P 500 earnings growth with 60% of companies now reporting, according to research firm Factset. If it remains there or higher for the rest of the way, it will be the best earnings growth for a quarter since the economy was emerging from the financial crisis in early 2010. It also leaves analysts’ average estimate of 24% earnings growth going into the reporting period completely in the dust. In fact, 86% of companies are beating analyst estimates on earnings, and 78% on revenue, Factset says.</p>\n<p>This all sounds good, but you’ll hear some naysayers tell you most of the strength in earnings was built into stock prices going in. Actually, that’s a bit of an exaggeration, and you can see that if you follow the 12-month forward price-to-earnings ratio for the S&amp;P 500. It’s now at 22, by Factset’s reckoning, and that’s down from nearly 24 at the start of 2021. Over the same year-to-date time frame, the S&amp;P Equal Weight 500 jumped 16.2%, research firm CFRA noted Monday (equal weight means each of the 500 companies in the index is given a fixed weight instead of the index being weighted by market cap). In other words, stocks have risen while valuations fell, which is a neat trick.</p>\n<p><b>No Chips, No Ride:</b>&nbsp;Have you driven by a car dealership lately? If so, you may have noticed that everything seems more or less in place, except for the cars, that is—they’re missing. As we reported earlier this year, the semiconductor sector is undergoing a massive worldwide shortage. For car buyers, this may mean longer waits and higher prices. And by the way, new cars aren’t the only ones impacted by the shortage. The average price of used cars jumped 12.5% over the last year, according to the National Automobile Dealers Association.</p>\n<p>For automakers, however, this means wider sales, some even seeing record profits as vehicles are sold before they make it to the sales lot. Investors might want to keep an eye on companies like&nbsp;<b>General Motors</b>GM 2.48%,&nbsp;<b>Ford</b>F 1.98%, and other manufacturers to see how the chip shortage may be impacting their bottom lines. Might the shortage in rides be a ticket to ride the chip shortage to the upside?</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179044309","content_text":"After racing into earnings season, stocks have basically treaded water the last two weeks. The S&P 500 Index (SPX) finished Monday less than 1% changed from mid-April when reporting season began.\nThat’s despite an amazing Q1 earnings performance by S&P 500 companies so far, with average earnings per share up more than 40%. With more than half of the reporting season done, 86% of companies have beaten earnings expectations, according to FactSet.\nWhen you accompany that with the lack of gains in major indices, you have to ask yourself how much of the good news was priced in. We were already at all-time highs ahead of the reporting period, so can the reality match the expectations?\nAnyway, this stall in forward progress isn’t something to be overly concerned about. We’re heading into summer, which tends to be a time of lighter volumes, but lighter volumes can mean good things as well.\nFor the next act, investors might have their eyes peeled on ride-sharing companies Lyft Technologies Inc.LYFT 4.39%and UberUBER 3.03%today and tomorrow to see if they can provide insight into reopening progress.\nSolid Reporting Season Continues With CVS, Pfizer\nBefore that, investors got another set of solid earnings news this morning as CVSCVS 3%and PfizerPFE 0.45%outran consensus expectations and raised guidance. PFE raised revenue guidance by 18% for the year, which is pretty impressive. Some of that is related to their Covid vaccine, but not all of it.\nTechnology—particularly the so-called “FAANG” sector of that group—appeared to be taking the worst of it early Tuesday. The Tech sector is by far the worst SPX performer over the last week even though earnings from most of the “mega-caps” in that sector looked solid. At the same time, cyclical sectors—think Financials and Energy—have led gains recently. It’s more along the lines of what we were seeing earlier this year before Tech made a move going into earnings season.\nCall it what you want: “Consolidation” is a word some people are using to describe this lack of direction in the markets amid a slowing news flow. The directionless trading appears to be extending into Tuesday, with major indices losing ground ahead of the opening bell and the closely-watched 10-year Treasury yield back at 1.6%, right in the middle of its recent range.\nStill, commodity prices—and not just the semiconductors we’ve talked about recently—are on the rise, with the Bloomberg Commodity Index ($BCOM) among those commodity benchmarks sitting on multi-year highs. Even if long-dated Treasury yields remain muted and the Fed sticks to its narrative of “transitory inflation” (see more below), commodities seem to be factoring in higher prices.\nVolatility is up slightly, too, not surprising considering the pressure on stocks. Keep an eye on the 20 level for the Cboe Volatility Index (VIX). We’re only slightly below that benchmark figure, and looking at forward contracts, the message looks like we’ll continue to bounce around for a while.\nEarnings Season About To Catch A Ride\nIt’s kind of fitting that “reopening” stocks led the way Monday in a week that features earnings fromUber Technologies Inc.UBER 3.03%andLyftLYFT 4.39%, two companies that would likely stand to benefit if people are getting out more. LYFT is expected to report today after the close and UBER is up to bat tomorrow after the close.\nBoth companies are apparently having some trouble finding drivers to meet all the new demand, kind of a good problem to have. However, it could be costly, with both having to spend more on driver incentives. There’s also a regulatory headwind after the U.S. Labor secretary told Reuters that many gig economy workers should be treated as employees.\nIf that ends up happening nationwide and UBER and LYFT have to treat drivers as employees instead of independent contractors, it seems that would substantially increase costs for these companies. However, that’s far from settled yet.\nIn the meantime, what investors probably want to know is whether LYFT and UBER were able to continue cutting their losses in Q1 after shrinking their annual net losses last time out. They’re still going to likely face tough comparisons on revenue because a lot of the 2020 quarter they’re comparing to took place before the pandemic hit last March.\nIn contrast, other big earnings reports over the coming days include some of the companies many investors embraced big time last year when the pandemic hit. We’re talking PelotonPTON 0.71%, PaypalPYPL 3.11%, ModernaMRNA 4.59%, SquareSQ 2.71%, and Roku Inc.ROKU 3.81%.  A lot of these companies had an amazing performance in 2020, but might have pulled forward years of demand. Now, as the economy reopens, they face pressure to explain how they’re going to drive toward profits and how they can keep the excitement going.\nIt’s not like these are necessarily stocks you can consider flash in the pans. People who got used to exercising at home and invested in a PTON machine probably aren’t going to abandon it for the gym right away, or necessarily at all. And MRNA’s vaccine technology has possibilities beyond the success of their Covid vaccine, analysts recently told Barron’s. PYPL and SQ’s technology was already in demand before Covid, though the pandemic might have given them a boost.\nFresh Earnings Could Cast Light On Supply Shortages, Costs\nGetting back from the newest models to a veteran, General MotorsGM 2.48%reports tomorrow. Like other car companies, GM’s earnings call could offer an interesting perspective on the semiconductor chip shortage. FordF 1.98%said last week the problem is taking a greater toll on its business than previously expected and could put pressure on its operating results in the second half of the year. For more on how the chip shortage is affecting car makers, see below.\nSome of the supply shortages in chips and beyond might be playing out in the economic data this week. ISM manufacturing for April released on Monday came in below Wall Street’s expectations at 60.7%, down from 64.7% a month earlier. Supply chain disruptions and higher raw material costs might have played into the lower number.\nThe Fed has been saying inflation will be transitory, but we’ll see if they end up being right. A couple of weeks ago IntelINTC 1.77%said the chip shortage could last two years. President Biden’s infrastructure plan envisions more domestic production of these products, but you can’t turn on the assembly lines overnight, and there’s still no guarantee the entire bill as it exists now will become reality.\nIn other data to watch, the ISM non-manufacturing index for April is due Wednesday. Consensus on Wall Street is for a headline figure of 65.0%, up from 63.7% in March, according to research firm Briefing.com.\nOf course, the biggest report this week is Friday’s non-farm payrolls, where analysts expect a cool million new jobs created in April vs. 916,000 in March. We’ll dig into that a little more tomorrow, with some things worth watching in the report beyond that headline number. Stay tuned.\n\nCHART OF THE DAY:THE MORE THINGS CHANGE...A few weeks ago we ran this same chart of the S&P 500 Index (SPX—candlestick) vs. its 50-day moving average (blue line). Not much has changed since then. The index still holds a firm premium to the 50-day, and hasn’t come close to testing it in over a month. The 50-day is now just above 4000, and every time this year the index tested it, the result was a solid rebound. The question is, if the market sells off a bit and tests this important technical area, will it hold again? If not, more technical selling could break out, changing this long-running pattern. Data Source: S&P Dow Jones Indices.Chart source: The thinkorswim® platform. For illustrative purposes only. Past performance does not guarantee future results.\nHorse’s Mouth Time: Something that might be worth paying attention to today is the Wall Street Journal’s CEO summit, which starts this morning and features interviews with JP Morgan ChaseJPM 0.04%CEO Jamie Dimon, MerckMRK 0.03%Chairman and CEO Kenneth C. Frazier, and Treasury Secretary Janet Yellen.\nDimon’s going to be asked about the economic rebound and the markets, the WSJ said, but it might be interesting to see if they ask him any questions about the banking industry now that Q1 earnings are in the rearview mirror. Some analysts note that activity on Wall Street—especially on the Special Purpose Acquisition Company (SPAC) front—has slowed down slightly in Q2, and wonder if that means the sizzling investment banking revenues enjoyed by the industry in Q1 might not be as easy to scoop up this quarter. SPACs raised $82 billion last year, the WSJ reported.\nEarnings Come Down The Stretch With A Lead: We’ve heard a lot of analysts say what a great earnings season it’s been, but it’s another thing to see the actual number plugged in. How does this sound? 45.8%. That’s the average S&P 500 earnings growth with 60% of companies now reporting, according to research firm Factset. If it remains there or higher for the rest of the way, it will be the best earnings growth for a quarter since the economy was emerging from the financial crisis in early 2010. It also leaves analysts’ average estimate of 24% earnings growth going into the reporting period completely in the dust. In fact, 86% of companies are beating analyst estimates on earnings, and 78% on revenue, Factset says.\nThis all sounds good, but you’ll hear some naysayers tell you most of the strength in earnings was built into stock prices going in. Actually, that’s a bit of an exaggeration, and you can see that if you follow the 12-month forward price-to-earnings ratio for the S&P 500. It’s now at 22, by Factset’s reckoning, and that’s down from nearly 24 at the start of 2021. Over the same year-to-date time frame, the S&P Equal Weight 500 jumped 16.2%, research firm CFRA noted Monday (equal weight means each of the 500 companies in the index is given a fixed weight instead of the index being weighted by market cap). In other words, stocks have risen while valuations fell, which is a neat trick.\nNo Chips, No Ride: Have you driven by a car dealership lately? If so, you may have noticed that everything seems more or less in place, except for the cars, that is—they’re missing. As we reported earlier this year, the semiconductor sector is undergoing a massive worldwide shortage. For car buyers, this may mean longer waits and higher prices. And by the way, new cars aren’t the only ones impacted by the shortage. The average price of used cars jumped 12.5% over the last year, according to the National Automobile Dealers Association.\nFor automakers, however, this means wider sales, some even seeing record profits as vehicles are sold before they make it to the sales lot. Investors might want to keep an eye on companies like General MotorsGM 2.48%, FordF 1.98%, and other manufacturers to see how the chip shortage may be impacting their bottom lines. Might the shortage in rides be a ticket to ride the chip shortage to the upside?","news_type":1},"isVote":1,"tweetType":1,"viewCount":313,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":374203355,"gmtCreate":1619446620077,"gmtModify":1704724047018,"author":{"id":"3581654744609547","authorId":"3581654744609547","name":"1ion","avatar":"https://community-static.tradeup.com/news/5eb43d1a6396c67d27010debcc8b8483","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581654744609547","authorIdStr":"3581654744609547"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/5UF.SI\">$MAXI-CASH FIN SVCS CORP LTD(5UF.SI)$</a><a href=\"https://laohu8.com/S/5UF.SI\"></a>for task","listText":"<a href=\"https://laohu8.com/S/5UF.SI\">$MAXI-CASH FIN SVCS CORP LTD(5UF.SI)$</a><a href=\"https://laohu8.com/S/5UF.SI\"></a>for task","text":"$MAXI-CASH FIN SVCS CORP LTD(5UF.SI)$for task","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/374203355","isVote":1,"tweetType":1,"viewCount":108,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":190948125,"gmtCreate":1620575601267,"gmtModify":1704345108971,"author":{"id":"3581654744609547","authorId":"3581654744609547","name":"1ion","avatar":"https://community-static.tradeup.com/news/5eb43d1a6396c67d27010debcc8b8483","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581654744609547","authorIdStr":"3581654744609547"},"themes":[],"htmlText":"2","listText":"2","text":"2","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/190948125","repostId":"1170905579","repostType":4,"repost":{"id":"1170905579","kind":"news","pubTimestamp":1620462497,"share":"https://ttm.financial/m/news/1170905579?lang=&edition=fundamental","pubTime":"2021-05-08 16:28","market":"us","language":"en","title":"The real story of the Trump-Facebook saga","url":"https://stock-news.laohu8.com/highlight/detail?id=1170905579","media":"Yahoo Finance ","summary":"It’s not this complicated.Like other bumbling corporations reluctant to take a stand, Facebook and i","content":"<p>It’s not this complicated.</p><p>Like other bumbling corporations reluctant to take a stand, Facebook and its CEO, Mark Zuckerberg, have turned a temporary controversy into an ongoing fiasco. The social-media giant could have permanently banned then-President Donald Trump on Jan. 7, after he used the platform to lie about the 2020 election and praise rioters trying to seize control of the US Capitol the day before. Trump and his supporters would have squealed, but decisive action by Facebook would have left them no choice: Deal with it.</p><p>Instead, Facebook (FB) suspended Trump’s account “indefinitely,” while asking the company’s “oversight board”—a group of outside policy experts—to recommend a permanent solution. On May 5, the board “upheld” Facebook’s decision to exile Trump, but it alsodinged Facebook for the arbitrary application of vague standards. Instead of handing the company a simple answer, it told Facebook to come up with a permanent solution of its own within six months.</p><p>Have you ever watched an overwrought parent try to negotiate with a misbehaving five-year-old? Instead of telling the kid to stop being a brat, the parent tries to persuade the child why it’s important to stop being a brat, hoping the child will stop being a brat because he sees the light and learns an important life lesson in the process. You want to shout, “just tell him to stop it!”</p><p>This is what’s going on with Facebook and its oversight board. Facebook is trying to dodge responsibility for making a decision sure to be unpopular with some of its users. The oversight board, relishing its own perceived importance, issued an11,800 word communiquethat didn’t resolve anything. The real answer is painfully obvious: Facebook should permanently ban anybody who’s a chronic liar and violence inciter. Yet nobody in Faceworld can say it.</p><p>Let’s quickly review what’s really happening in the Facebook saga, by annotating the motives of the key players. It won’t take thousands of words.</p><p><b>Donald Trump.</b>He wants the largest possible audience for his propaganda, includinghis lies about the 2020 election being stolenfrom him. Trump is a wannabe despot whoclaims persecutionto distract followers from his aberrant behavior and his election losses. It also helps him raise money from gullible sympathizers. As a private-sector entity, Facebook has the right to boot users who cause the company trouble, which Trump clearly did. There’s no free speech or First Amendment issue at all, because Trump is still free to publish his own views on a platform of his own. If it were a free speech issue, Facebook could cite the First Amendment to declare it faces no obligation to publish anybody's views, just as a newspaper doesn't have to run government manifestoes. Trump's claim of “censorship” is ridiculous, but it obviously keeps him in the news and fires up his supporters.</p><p><b>The Trump cult.</b>Echoing Trump,other Republican politiciansclaim Facebook and other social-media sites single out conservatives for “censorship.” They’re mixing up cause and effect. Election lies and other disinformation are now a staple of the Trump wing of the Republican party, and these lies trigger retaliation by the companies hosting the offending accounts. If Trumpers lied less, social media would “censor” them less. Most of them know this, but “censorship” gives them a bogus cause that helps generate outrage among their followers and juice their own campaign contributions.</p><p><b>Mark Zuckerberg.</b>The Facebook CEO cares about making money above all, and there’s not necessarily anything wrong with that. Zuckerberg wants to outsource the decision about Trump so that he and the company don’t seem to be directly responsible for an outcome likely to anger millions of conservative Facebook users. He may also want to have plausible deniability the next time he testifies before Congress, so that when a Trump lackey such as Rep. Jim Jordan (R., Ohio) tries to pillory Zuckerberg for persecuting Trump, Zuckerberg can say, “it wasn’t me.” It’s not clear Facebook is actually losing money because of the Trump feud, but even if it is, Zuckerberg has miscalculated by failing to account for other damage caused by allowing the Trump debacle to fester.</p><p><b>Democrats.</b>They don’t like Facebook either, but Sen. Elizabeth Warren and other Facebook critics on the left have a different gripe:Facebook abuses user dataand hastoo much powerin the digital advertising market. Facebook has few friends in Congress, but it does have one important thing going for it: The company’s Republican and Democratic critics are so divided that they may never agree on any legislation that reins in the company’s power.</p><p>There’s only one way the Facebook-Trump saga can end: A permanent Trump ban. Trump will never stop lying, and any negotiated return to Facebook would only restart the cycle. Around the same time Facebook indefinitely banned Trump, Twitteraxed his account permanently. It didn’t drag out the decision or ask somebody else to decide for it. Twitter (TWTR) is no longer explaining or relitigating its Trump decision, which is where Facebook might be in a year or two. It has already taken too long.</p>","source":"yahoofinance_sg","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>The real story of the Trump-Facebook saga</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\">\nThe real story of the Trump-Facebook saga\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-08 16:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/the-real-story-of-the-trump-facebook-saga-145941882.html><strong>Yahoo Finance </strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It’s not this complicated.Like other bumbling corporations reluctant to take a stand, Facebook and its CEO, Mark Zuckerberg, have turned a temporary controversy into an ongoing fiasco. The social-...</p>\n\n<a href=\"https://finance.yahoo.com/news/the-real-story-of-the-trump-facebook-saga-145941882.html\">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://finance.yahoo.com/news/the-real-story-of-the-trump-facebook-saga-145941882.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170905579","content_text":"It’s not this complicated.Like other bumbling corporations reluctant to take a stand, Facebook and its CEO, Mark Zuckerberg, have turned a temporary controversy into an ongoing fiasco. The social-media giant could have permanently banned then-President Donald Trump on Jan. 7, after he used the platform to lie about the 2020 election and praise rioters trying to seize control of the US Capitol the day before. Trump and his supporters would have squealed, but decisive action by Facebook would have left them no choice: Deal with it.Instead, Facebook (FB) suspended Trump’s account “indefinitely,” while asking the company’s “oversight board”—a group of outside policy experts—to recommend a permanent solution. On May 5, the board “upheld” Facebook’s decision to exile Trump, but it alsodinged Facebook for the arbitrary application of vague standards. Instead of handing the company a simple answer, it told Facebook to come up with a permanent solution of its own within six months.Have you ever watched an overwrought parent try to negotiate with a misbehaving five-year-old? Instead of telling the kid to stop being a brat, the parent tries to persuade the child why it’s important to stop being a brat, hoping the child will stop being a brat because he sees the light and learns an important life lesson in the process. You want to shout, “just tell him to stop it!”This is what’s going on with Facebook and its oversight board. Facebook is trying to dodge responsibility for making a decision sure to be unpopular with some of its users. The oversight board, relishing its own perceived importance, issued an11,800 word communiquethat didn’t resolve anything. The real answer is painfully obvious: Facebook should permanently ban anybody who’s a chronic liar and violence inciter. Yet nobody in Faceworld can say it.Let’s quickly review what’s really happening in the Facebook saga, by annotating the motives of the key players. It won’t take thousands of words.Donald Trump.He wants the largest possible audience for his propaganda, includinghis lies about the 2020 election being stolenfrom him. Trump is a wannabe despot whoclaims persecutionto distract followers from his aberrant behavior and his election losses. It also helps him raise money from gullible sympathizers. As a private-sector entity, Facebook has the right to boot users who cause the company trouble, which Trump clearly did. There’s no free speech or First Amendment issue at all, because Trump is still free to publish his own views on a platform of his own. If it were a free speech issue, Facebook could cite the First Amendment to declare it faces no obligation to publish anybody's views, just as a newspaper doesn't have to run government manifestoes. Trump's claim of “censorship” is ridiculous, but it obviously keeps him in the news and fires up his supporters.The Trump cult.Echoing Trump,other Republican politiciansclaim Facebook and other social-media sites single out conservatives for “censorship.” They’re mixing up cause and effect. Election lies and other disinformation are now a staple of the Trump wing of the Republican party, and these lies trigger retaliation by the companies hosting the offending accounts. If Trumpers lied less, social media would “censor” them less. Most of them know this, but “censorship” gives them a bogus cause that helps generate outrage among their followers and juice their own campaign contributions.Mark Zuckerberg.The Facebook CEO cares about making money above all, and there’s not necessarily anything wrong with that. Zuckerberg wants to outsource the decision about Trump so that he and the company don’t seem to be directly responsible for an outcome likely to anger millions of conservative Facebook users. He may also want to have plausible deniability the next time he testifies before Congress, so that when a Trump lackey such as Rep. Jim Jordan (R., Ohio) tries to pillory Zuckerberg for persecuting Trump, Zuckerberg can say, “it wasn’t me.” It’s not clear Facebook is actually losing money because of the Trump feud, but even if it is, Zuckerberg has miscalculated by failing to account for other damage caused by allowing the Trump debacle to fester.Democrats.They don’t like Facebook either, but Sen. Elizabeth Warren and other Facebook critics on the left have a different gripe:Facebook abuses user dataand hastoo much powerin the digital advertising market. Facebook has few friends in Congress, but it does have one important thing going for it: The company’s Republican and Democratic critics are so divided that they may never agree on any legislation that reins in the company’s power.There’s only one way the Facebook-Trump saga can end: A permanent Trump ban. Trump will never stop lying, and any negotiated return to Facebook would only restart the cycle. Around the same time Facebook indefinitely banned Trump, Twitteraxed his account permanently. It didn’t drag out the decision or ask somebody else to decide for it. Twitter (TWTR) is no longer explaining or relitigating its Trump decision, which is where Facebook might be in a year or two. It has already taken too long.","news_type":1},"isVote":1,"tweetType":1,"viewCount":500,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":190948083,"gmtCreate":1620575567442,"gmtModify":1704345108647,"author":{"id":"3581654744609547","authorId":"3581654744609547","name":"1ion","avatar":"https://community-static.tradeup.com/news/5eb43d1a6396c67d27010debcc8b8483","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581654744609547","authorIdStr":"3581654744609547"},"themes":[],"htmlText":"1","listText":"1","text":"1","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/190948083","repostId":"1106882084","repostType":4,"repost":{"id":"1106882084","kind":"news","pubTimestamp":1620451121,"share":"https://ttm.financial/m/news/1106882084?lang=&edition=fundamental","pubTime":"2021-05-08 13:18","market":"us","language":"en","title":"US IPO Week Ahead: Mortgage insurance and cross-border e-commerce lead a 7 IPO week","url":"https://stock-news.laohu8.com/highlight/detail?id=1106882084","media":"renaissancecap...","summary":"Seven IPOs are slated to raise $1.6 billion in the week ahead, led by private mortgage insurance companyEnact Holdings.The largest deal of the week,Enact Holdings plans to raise $497 million at a $3.6 billion market cap. Being spun out of Genworth Financial, Enact is a leading private mortgage insurance company in the US, with a 17% share of the market in 2020. The company saw a 60% increase in new insurance written during the year, though COVID-19 has caused higher delinquencies and losses.Cros","content":"<p>Seven IPOs are slated to raise $1.6 billion in the week ahead, led by private mortgage insurance company<b>Enact Holdings</b>(ACT).</p>\n<p>The largest deal of the week,<b>Enact Holdings</b>(ACT) plans to raise $497 million at a $3.6 billion market cap. Being spun out of Genworth Financial, Enact is a leading private mortgage insurance company in the US, with a 17% share of the market in 2020. The company saw a 60% increase in new insurance written during the year, though COVID-19 has caused higher delinquencies and losses.</p>\n<p>Cross-border e-commerce platform<b>Global-E Online</b>(GLBE) plans to raise $360 million at a $4.0 billion market cap. The company states that it has built the world’s leading platform to enable and accelerate global, direct-to-consumer cross-border e-commerce. Fast growing and profitable in 2020, Global-E has over 400 merchants on its platform and currently supports transactions in over 200 markets worldwide.</p>\n<p>Hearing care services provider<b>hear.com</b>(HCG) plans to raise $300 million at a $2.1 billion market cap. The company’s data-driven approach to hearing care enables them to deliver a personalized experience and respond to customer needs in real time. While its conversion rate fell slightly in the FY20, hear.com saw 25%+ increases in both appointments and total customer sales.</p>\n<p>Brazilian customer experience platform<b>Zenvia</b>(ZENV) plans to raise $213 million at a $607 million market cap. The company’s software platform facilitated the flow of communication for more than 9,400 customers throughout Latin America as of December 31, 2020. While it achieved a standalone net revenue expansion rate of over 110%, Zenvia’s EBIT turned negative in 2020.</p>\n<p>Israeli web analytics provider<b>Similarweb</b>(SMWB) plans to raise $160 million at a $1.7 billion market cap. The company has blue-chip customers across a variety of industries, and they include marketers, strategy teams, salespeople, analysts, and investors. Similarweb has demonstrated growth, though it remains small and unprofitable with widening losses.</p>\n<p>Online hydroponic equipment supplier<b>iPower</b>(IPW) plans to raise $24 million at a $202 million market cap. Fast growing and profitable, the company sells equipment that enables its customers to grow fruits, vegetables, flowers, and other plants, including cannabis, through its own website and third party retailers like Amazon, eBay, and Walmart.</p>\n<p>Canadian cannabis products developer<b>Flora Growth</b>(FLGC) plans to raise $15 million at a $221 million market cap. Flora Growth cultivates and processes medical-grade cannabis oil and other cannabis derived products in Colombia. Flora Growth is highly unprofitable, and it just began generating revenues this past August.</p>\n<p><img src=\"https://static.tigerbbs.com/57e90b667064a33ea39693340582c44c\" tg-width=\"1064\" tg-height=\"646\"></p>","source":"lsy1619493174116","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: Mortgage insurance and cross-border e-commerce lead a 7 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: Mortgage insurance and cross-border e-commerce lead a 7 IPO week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-08 13:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.renaissancecapital.com/IPO-Center/News/81602/US-IPO-Week-Ahead-Mortgage-insurance-and-cross-border-e-commerce-lead-a-7-I><strong>renaissancecap...</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Seven IPOs are slated to raise $1.6 billion in the week ahead, led by private mortgage insurance companyEnact Holdings(ACT).\nThe largest deal of the week,Enact Holdings(ACT) plans to raise $497 ...</p>\n\n<a href=\"https://www.renaissancecapital.com/IPO-Center/News/81602/US-IPO-Week-Ahead-Mortgage-insurance-and-cross-border-e-commerce-lead-a-7-I\">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.renaissancecapital.com/IPO-Center/News/81602/US-IPO-Week-Ahead-Mortgage-insurance-and-cross-border-e-commerce-lead-a-7-I","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106882084","content_text":"Seven IPOs are slated to raise $1.6 billion in the week ahead, led by private mortgage insurance companyEnact Holdings(ACT).\nThe largest deal of the week,Enact Holdings(ACT) plans to raise $497 million at a $3.6 billion market cap. Being spun out of Genworth Financial, Enact is a leading private mortgage insurance company in the US, with a 17% share of the market in 2020. The company saw a 60% increase in new insurance written during the year, though COVID-19 has caused higher delinquencies and losses.\nCross-border e-commerce platformGlobal-E Online(GLBE) plans to raise $360 million at a $4.0 billion market cap. The company states that it has built the world’s leading platform to enable and accelerate global, direct-to-consumer cross-border e-commerce. Fast growing and profitable in 2020, Global-E has over 400 merchants on its platform and currently supports transactions in over 200 markets worldwide.\nHearing care services providerhear.com(HCG) plans to raise $300 million at a $2.1 billion market cap. The company’s data-driven approach to hearing care enables them to deliver a personalized experience and respond to customer needs in real time. While its conversion rate fell slightly in the FY20, hear.com saw 25%+ increases in both appointments and total customer sales.\nBrazilian customer experience platformZenvia(ZENV) plans to raise $213 million at a $607 million market cap. The company’s software platform facilitated the flow of communication for more than 9,400 customers throughout Latin America as of December 31, 2020. While it achieved a standalone net revenue expansion rate of over 110%, Zenvia’s EBIT turned negative in 2020.\nIsraeli web analytics providerSimilarweb(SMWB) plans to raise $160 million at a $1.7 billion market cap. The company has blue-chip customers across a variety of industries, and they include marketers, strategy teams, salespeople, analysts, and investors. Similarweb has demonstrated growth, though it remains small and unprofitable with widening losses.\nOnline hydroponic equipment supplieriPower(IPW) plans to raise $24 million at a $202 million market cap. Fast growing and profitable, the company sells equipment that enables its customers to grow fruits, vegetables, flowers, and other plants, including cannabis, through its own website and third party retailers like Amazon, eBay, and Walmart.\nCanadian cannabis products developerFlora Growth(FLGC) plans to raise $15 million at a $221 million market cap. Flora Growth cultivates and processes medical-grade cannabis oil and other cannabis derived products in Colombia. Flora Growth is highly unprofitable, and it just began generating revenues this past August.","news_type":1},"isVote":1,"tweetType":1,"viewCount":94,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":198244368,"gmtCreate":1620965360654,"gmtModify":1704351258898,"author":{"id":"3581654744609547","authorId":"3581654744609547","name":"1ion","avatar":"https://community-static.tradeup.com/news/5eb43d1a6396c67d27010debcc8b8483","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581654744609547","authorIdStr":"3581654744609547"},"themes":[],"htmlText":"wow","listText":"wow","text":"wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/198244368","repostId":"1129126046","repostType":4,"isVote":1,"tweetType":1,"viewCount":244,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":374370504,"gmtCreate":1619424682108,"gmtModify":1704723613648,"author":{"id":"3581654744609547","authorId":"3581654744609547","name":"1ion","avatar":"https://community-static.tradeup.com/news/5eb43d1a6396c67d27010debcc8b8483","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581654744609547","authorIdStr":"3581654744609547"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DIS\">$Walt Disney(DIS)$</a>task","listText":"<a href=\"https://laohu8.com/S/DIS\">$Walt Disney(DIS)$</a>task","text":"$Walt Disney(DIS)$task","images":[{"img":"https://static.tigerbbs.com/1fa3b967bfd949ac0f993d9dbc810679","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/374370504","isVote":1,"tweetType":1,"viewCount":128,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}