Calvinq personal page - To The Moon

Calvinq

Calvinq

No personal profile

88Follow

78Followers

0Topic

0Badge

2023-12-27

Good luck

2023-12-24

Santa rally on the way

2023-11-09

$Grab Holdings(GRAB)$ Overpriced and overhyped. Good to Short any rip on this stock

2023-09-12

$Apple(AAPL)$ Bad news are overblown and the launch of iPhone 15 will revolutionize the smartphone market. Load up on any weakness

2023-01-24

KWEB 🚀

Stocks Set To Benefit From China's Reopening In 2023

2023-01-17

TSLA 🚀

Sorry, the original content has been removed

2022-12-16

$Grab Holdings(GRAB)$

2022-12-12

$Grab Holdings(GRAB)$

2022-12-12

ARKK 🚀

Sorry, the original content has been removed

2022-12-09

$Grab Holdings(GRAB)$

2022-12-09

ARKK 🚀

ARKK: No End Of Pain In Sight

2022-12-09

CRWD 🚀

2 Sensational Growth Stocks Set to Surge 92% to 111% According to Wall Street

2022-12-03

$Grab Holdings(GRAB)$ Above $3 will not hold

2022-12-03

NIO 🚀

Why Now Is NOT the Time to Buy NIO Stock

2022-12-02

$Grab Holdings(GRAB)$

2022-12-02

DIS 🚀

Sorry, the original content has been removed

2022-11-29

$Grab Holdings(GRAB)$

2022-11-29

NIO 🚀

Sorry, the original content has been removed

2022-11-19

SEA 🚀

Sea Limited: Profitability May Be Around The Corner

2022-11-19

$Grab Holdings(GRAB)$ Anything above $3 will come down

Go to Tiger App to see more news

Invest in Global Markets with Tiger Brokers!

Open App

{"i18n":{"language":"en_US"},"userPageInfo":{"id":"3581665869451416","uuid":"3581665869451416","gmtCreate":1618571977939,"gmtModify":1706620740842,"name":"Calvinq","pinyin":"calvinq","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/3c005973d00b3597177b005554456e28","hat":"https://static.tigerbbs.com/a3dee1aa3a3a3c1814833a4d3f8a5669","hatId":"award-c0e90532fb42ac6de18e25e95db73047","hatName":"2023新年头像框","vip":1,"status":2,"fanSize":78,"headSize":88,"tweetSize":544,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":3,"name":"书生虎","nameTw":"書生虎","represent":"努力向上","factor":"发布10条非转发主帖,其中5条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":"success","userBadges":[{"badgeId":"1026c425416b44e0aac28c11a0848493-2","templateUuid":"1026c425416b44e0aac28c11a0848493","name":"Senior Tiger","description":"Join the tiger community for 1000 days","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.01.12","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"44212b71d0be4ec88898348dbe882e03-1","templateUuid":"44212b71d0be4ec88898348dbe882e03","name":"Boss Tiger","description":"The transaction amount of the securities account reaches $100,000","bigImgUrl":"https://static.tigerbbs.com/c8dfc27c1ee0e25db1c93e9d0b641101","smallImgUrl":"https://static.tigerbbs.com/f43908c142f8a33c78f5bdf0e2897488","grayImgUrl":"https://static.tigerbbs.com/82165ff19cb8a786e8919f92acee5213","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.29","exceedPercentage":"60.55%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"972123088c9646f7b6091ae0662215be-2","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Master Trader","description":"Total number of securities or futures transactions reached 100","bigImgUrl":"https://static.tigerbbs.com/ad22cfbe2d05aa393b18e9226e4b0307","smallImgUrl":"https://static.tigerbbs.com/36702e6ff3ffe46acafee66cc85273ca","grayImgUrl":"https://static.tigerbbs.com/d52eb88fa385cf5abe2616ed63781765","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.29","exceedPercentage":"80.91%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"7a9f168ff73447fe856ed6c938b61789-1","templateUuid":"7a9f168ff73447fe856ed6c938b61789","name":"Knowledgeable Investor","description":"Traded more than 10 stocks","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":2,"crmLevelSwitch":0,"location":null,"starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":256591223746776,"gmtCreate":1703663526462,"gmtModify":1703663530467,"author":{"id":"3581665869451416","authorId":"3581665869451416","name":"Calvinq","avatar":"https://static.tigerbbs.com/3c005973d00b3597177b005554456e28","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581665869451416","authorIdStr":"3581665869451416"},"themes":[],"htmlText":"Good luck[Miser]&nbsp;[Miser]&nbsp;&nbsp;","listText":"Good luck[Miser]&nbsp;[Miser]&nbsp;&nbsp;","text":"Good luck[Miser] [Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/256591223746776","isVote":1,"tweetType":1,"viewCount":1248,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":255530445119688,"gmtCreate":1703398868124,"gmtModify":1703398872435,"author":{"id":"3581665869451416","authorId":"3581665869451416","name":"Calvinq","avatar":"https://static.tigerbbs.com/3c005973d00b3597177b005554456e28","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581665869451416","authorIdStr":"3581665869451416"},"themes":[],"htmlText":"[Miser]&nbsp;[Miser]&nbsp;&nbsp;Santa rally on the way","listText":"[Miser]&nbsp;[Miser]&nbsp;&nbsp;Santa rally on the way","text":"[Miser] [Miser] Santa rally on the way","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/255530445119688","isVote":1,"tweetType":1,"viewCount":902,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":239632165707864,"gmtCreate":1699540705041,"gmtModify":1699540709403,"author":{"id":"3581665869451416","authorId":"3581665869451416","name":"Calvinq","avatar":"https://static.tigerbbs.com/3c005973d00b3597177b005554456e28","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581665869451416","authorIdStr":"3581665869451416"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$&nbsp;</a><v-v data-views=\"0\"></v-v>Overpriced and overhyped. Good to Short any rip on this stock&nbsp;","listText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$&nbsp;</a><v-v data-views=\"0\"></v-v>Overpriced and overhyped. Good to Short any rip on this stock&nbsp;","text":"$Grab Holdings(GRAB)$ Overpriced and overhyped. Good to Short any rip on this stock","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":6,"repostSize":0,"link":"https://ttm.financial/post/239632165707864","isVote":1,"tweetType":1,"viewCount":1908,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3583884958321017","authorId":"3583884958321017","name":"AnaiAnai","avatar":"https://static.tigerbbs.com/8b0d0d8e20a4082ac0bc6a98756546ec","crmLevel":1,"crmLevelSwitch":1,"idStr":"3583884958321017","authorIdStr":"3583884958321017"},"content":"You really short at current price 3.34?","text":"You really short at current price 3.34?","html":"You really short at current price 3.34?"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":219177119436800,"gmtCreate":1694535742685,"gmtModify":1694535747513,"author":{"id":"3581665869451416","authorId":"3581665869451416","name":"Calvinq","avatar":"https://static.tigerbbs.com/3c005973d00b3597177b005554456e28","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581665869451416","authorIdStr":"3581665869451416"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a><v-v data-views=\"1\"></v-v>Bad news are overblown and the launch of iPhone 15 will revolutionize the smartphone market. Load up on any weakness&nbsp;","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a><v-v data-views=\"1\"></v-v>Bad news are overblown and the launch of iPhone 15 will revolutionize the smartphone market. Load up on any weakness&nbsp;","text":"$Apple(AAPL)$ Bad news are overblown and the launch of iPhone 15 will revolutionize the smartphone market. Load up on any weakness","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/219177119436800","isVote":1,"tweetType":1,"viewCount":876,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952152020,"gmtCreate":1674555112960,"gmtModify":1676538946340,"author":{"id":"3581665869451416","authorId":"3581665869451416","name":"Calvinq","avatar":"https://static.tigerbbs.com/3c005973d00b3597177b005554456e28","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581665869451416","authorIdStr":"3581665869451416"},"themes":[],"htmlText":"KWEB 🚀","listText":"KWEB 🚀","text":"KWEB 🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9952152020","repostId":"1118382502","repostType":4,"repost":{"id":"1118382502","kind":"news","pubTimestamp":1674574202,"share":"https://ttm.financial/m/news/1118382502?lang=&edition=full_marsco","pubTime":"2023-01-24 23:30","market":"us","language":"en","title":"Stocks Set To Benefit From China's Reopening In 2023","url":"https://stock-news.laohu8.com/highlight/detail?id=1118382502","media":"Seeking Alpha","summary":"SummaryChina's reopening from strict COVID lockdowns is likely to lead to strong stock gains for cer","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>China&#39;s reopening from strict COVID lockdowns is likely to lead to strong stock gains for certain companies.</li><li>I&#39;m expecting strong returns for Alibaba, Pinduoduo, China Automotive, and JD.com in 2023.</li><li>China&#39;s large population can drive strong growth for these companies as the economy opens up.</li></ul><p>China&#39;s strict zero-COVID policy had a negative impact on the sentiment for China-based stocks, driving them down over the past two years.China&#39;s recent announcementof discontinuing quarantine requirements for international arrivals has already demonstratedto change sentiment from negative to positive. As a result, China-based stocks have been rising in 2023.</p><p>I have identified four stocks that I expect to outperform in 2023 driven by the new optimism for China-based stocks and the expected increase in economic activity. China&#39;s largepopulation of 1.45 billion peoplecan help drive strong growth as economic activity increases this year.</p><p><b>Alibaba (BABA)</b></p><p>Alibaba&#39;s stock took a steep hit from multiple fears over the past two years. The strict zero-COVID policy in China was one factor driving the stock down. Another reason was fears of a delisting of the stock fromU.S. exchanges. Both of these negative catalysts have changed to positive. Thedelisting fears subsidedwhen the U.S. obtained access to audit data, giving more transparency to China-based companies.</p><p>The stock may look fairly valued on the surface with a forward PE of about 15.5 and a PEG ratio of 2.24. However, Alibaba&#39;s EPS estimates have been increased which is driving the stock up. Furthermore, Alibaba historically has traded with an above-average valuation.</p><p><img src=\"https://static.tigerbbs.com/3c68a233722faf95736015265f4e4880\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p>The chart above shows the large drop in the forward PE ratio over the past 2 years and the higher levels of where it was trading before the decline. It also shows a recent recovery, which I expect to continue for the foreseeable future. I expect investors to come back into the stock with the new positive sentiment.</p><p>Overall, I think there is a lot more room for the stock to run higher as investors revalue Alibaba for a prosperous economy in China and a return to the company&#39;s glory days. The run higher is also likely to occur because the negative sentiment regarding the COVID lockdowns and delisting fears are out of the way for now.</p><p><b>Pinduoduo (PDD)</b></p><p>Another China-based stock that took a big hit over the past two years, but is poised for a recovery in 2023 is Pinduoduo. This company operates as an e-commerce business which offers a variety of products including shoes, apparel, food, furniture, appliances, auto accessories, sporting goods, cosmetics, and more.</p><p>After a two year sell-off which more than cut the stock price in half, Pinduoduo is now valued attractively with a PEG ratio of 0.57. The PEG is based on PDD&#39;s3 - 5 year expected annual EPS growth of 42%. The PEG ratio below one shows that the earnings growth rate is higher than the forward PE, giving the stock a low valuation.</p><p>PDD had aseries of upward earnings revisions for 2023which are likely to drive the stock higher from this low valuation level. The company&#39;s high profitability metrics such as an ROE of 33% and ROIC of 17% help drive PDD&#39;s strong earnings growth. PDD also benefits from wide profit margins: GM of 75%, EBITDA margin of 26%, and net income margin of 24%. These are significantly above the sector median GM of 36%, EBITDA margin of 11%, and net income margin of 5%.</p><p><img src=\"https://static.tigerbbs.com/108966febddafa8c87d3e662647c8198\" tg-width=\"640\" tg-height=\"197\" referrerpolicy=\"no-referrer\"/></p><p>seeking alpha</p><p>PDD has a strong buy quant rating according to Seeking Alpha&#39;s quant rating system. Stocks with a strong buy quant ratingtend to outperform the S&amp;P 500(SPY). The high rating for PDD was driven by growth, profitability, positive momentum, and upward earnings revisions.</p><p><b>China Automotive Systems (CAAS)</b></p><p>China Automotive manufactures and sells auto systems and components such as rack and pinion/electronic/hydraulic power steering parts, sensor modules, motors, intelligent automotive technology R&amp;D services, etc. CAAS is likely to benefit from the3% expected increaseto $27.6 million for auto sales in China in 2023. Higher demand for autos as China opens up is likely to increase demand for the parts that CAAS produces.</p><p>CAAS is trading with a bargain valuation with aforward PE of 10.8and forward price/sales of just 0.38. China Automotive is trading much lower than the sector median forward PE of 15.5 and forward price/sales of 0.93. This leaves plenty of room for upside stock price potential as the company continues to grow.</p><p>CAAS is expected to grow revenue at 8% in 2023. The company struggled with a net loss in 2020. However, CAAS was profitable the past two years as thecost of revenue and SG&amp;Adecreased as a percentage of revenue since 2020. The company is expected to remain profitable in 2023.</p><p><img src=\"https://static.tigerbbs.com/5b95ab386efc054e6cbe93277f5f2ae3\" tg-width=\"640\" tg-height=\"478\" referrerpolicy=\"no-referrer\"/></p><p>China Automotive (daily chart)(tradingview.com)</p><p>The chart above shows that CAAS might be poised to break higher from the current bull flag formation. The RSI (purple line) rose into the bullish zone above 50 and the MACD made a bullish crossover recently. It is possible that we could see another bull run similar to the one that occurred in November. CAAS also has a strong buy quant rating in SA&#39;s rating system.</p><p><b>JD.com (JD)</b></p><p>JD.com isChina&#39;s largest online retailerwhich also operates brick and mortar locations. JD.com provides supply-chain based technologies and services. The company also offers computers, electronic products, appliances, furniture, food, baby and maternity products, cosmetics, jewelry, and other products.</p><p>Thecompany made improvementsin operating quality and stability while driving stable growth over the past year. For example, JD&#39;s cost of revenue and total operating expensesdecreased as a percentage of revenuein recent quarters as compared to 2021. This allowed margins to widen for improved profitability. JD&#39;s margins are thin due to the nature of the business. So, any improvements in margins and profitability are positive.</p><p>JD.com is valued attractively with a PEG ratio of just 0.75. This is based on JD&#39;s 3 - 5 year estimated annualEPS growth of about 33%. I consider growth stocks with a PEG below one to be a bargain. The stock has plenty of room to run higher at this low valuation.</p><p>Revenue is expected to grow at about 15% while earnings are expected toincrease by about 23% in 2023. This strong growth is likely to catalyze the stock higher for above-average gains from the low valuation. JD is also a &#39;strong buy&#39; according to SA&#39;s quant rating system.</p><p><img src=\"https://static.tigerbbs.com/ab4ff451a1f9dd54cb13f68fb7d430d5\" tg-width=\"640\" tg-height=\"217\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p>The chart above shows JD&#39;s steady revenue growth. There should be a sizeable jump from 2022 to 2023 as a result of the relaxing of the strict COVID lockdowns in China.</p><p><b>Conclusion</b></p><p>The reopening of China from the zero-COVID policy marks a positive change in investor sentiment. It should also help drive increased economic activity for these companies. I expect these companies to continue their new positive momentum in 2023 for both business and stock growth. The tailwinds from the reopening have a strong potential to allow these stocks to outperform in 2023. Of course, there are no guarantees. China could reinstate strict COVID policies if it feels the need to. It is important to understand that risk.</p></body></html>","source":"seekingalpha_fund","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Stocks Set To Benefit From China's Reopening In 2023</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nStocks Set To Benefit From China's Reopening In 2023\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-24 23:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4571806-stocks-set-to-benefit-from-chinas-reopening-in-2023><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryChina's reopening from strict COVID lockdowns is likely to lead to strong stock gains for certain companies.I'm expecting strong returns for Alibaba, Pinduoduo, China Automotive, and JD.com in ...</p>\n\n<a href=\"https://seekingalpha.com/article/4571806-stocks-set-to-benefit-from-chinas-reopening-in-2023\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W","PDD":"拼多多","09618":"京东集团-SW","BABA":"阿里巴巴","CAAS":"中汽系统","JD":"京东"},"source_url":"https://seekingalpha.com/article/4571806-stocks-set-to-benefit-from-chinas-reopening-in-2023","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118382502","content_text":"SummaryChina's reopening from strict COVID lockdowns is likely to lead to strong stock gains for certain companies.I'm expecting strong returns for Alibaba, Pinduoduo, China Automotive, and JD.com in 2023.China's large population can drive strong growth for these companies as the economy opens up.China's strict zero-COVID policy had a negative impact on the sentiment for China-based stocks, driving them down over the past two years.China's recent announcementof discontinuing quarantine requirements for international arrivals has already demonstratedto change sentiment from negative to positive. As a result, China-based stocks have been rising in 2023.I have identified four stocks that I expect to outperform in 2023 driven by the new optimism for China-based stocks and the expected increase in economic activity. China's largepopulation of 1.45 billion peoplecan help drive strong growth as economic activity increases this year.Alibaba (BABA)Alibaba's stock took a steep hit from multiple fears over the past two years. The strict zero-COVID policy in China was one factor driving the stock down. Another reason was fears of a delisting of the stock fromU.S. exchanges. Both of these negative catalysts have changed to positive. Thedelisting fears subsidedwhen the U.S. obtained access to audit data, giving more transparency to China-based companies.The stock may look fairly valued on the surface with a forward PE of about 15.5 and a PEG ratio of 2.24. However, Alibaba's EPS estimates have been increased which is driving the stock up. Furthermore, Alibaba historically has traded with an above-average valuation.Data by YChartsThe chart above shows the large drop in the forward PE ratio over the past 2 years and the higher levels of where it was trading before the decline. It also shows a recent recovery, which I expect to continue for the foreseeable future. I expect investors to come back into the stock with the new positive sentiment.Overall, I think there is a lot more room for the stock to run higher as investors revalue Alibaba for a prosperous economy in China and a return to the company's glory days. The run higher is also likely to occur because the negative sentiment regarding the COVID lockdowns and delisting fears are out of the way for now.Pinduoduo (PDD)Another China-based stock that took a big hit over the past two years, but is poised for a recovery in 2023 is Pinduoduo. This company operates as an e-commerce business which offers a variety of products including shoes, apparel, food, furniture, appliances, auto accessories, sporting goods, cosmetics, and more.After a two year sell-off which more than cut the stock price in half, Pinduoduo is now valued attractively with a PEG ratio of 0.57. The PEG is based on PDD's3 - 5 year expected annual EPS growth of 42%. The PEG ratio below one shows that the earnings growth rate is higher than the forward PE, giving the stock a low valuation.PDD had aseries of upward earnings revisions for 2023which are likely to drive the stock higher from this low valuation level. The company's high profitability metrics such as an ROE of 33% and ROIC of 17% help drive PDD's strong earnings growth. PDD also benefits from wide profit margins: GM of 75%, EBITDA margin of 26%, and net income margin of 24%. These are significantly above the sector median GM of 36%, EBITDA margin of 11%, and net income margin of 5%.seeking alphaPDD has a strong buy quant rating according to Seeking Alpha's quant rating system. Stocks with a strong buy quant ratingtend to outperform the S&P 500(SPY). The high rating for PDD was driven by growth, profitability, positive momentum, and upward earnings revisions.China Automotive Systems (CAAS)China Automotive manufactures and sells auto systems and components such as rack and pinion/electronic/hydraulic power steering parts, sensor modules, motors, intelligent automotive technology R&D services, etc. CAAS is likely to benefit from the3% expected increaseto $27.6 million for auto sales in China in 2023. Higher demand for autos as China opens up is likely to increase demand for the parts that CAAS produces.CAAS is trading with a bargain valuation with aforward PE of 10.8and forward price/sales of just 0.38. China Automotive is trading much lower than the sector median forward PE of 15.5 and forward price/sales of 0.93. This leaves plenty of room for upside stock price potential as the company continues to grow.CAAS is expected to grow revenue at 8% in 2023. The company struggled with a net loss in 2020. However, CAAS was profitable the past two years as thecost of revenue and SG&Adecreased as a percentage of revenue since 2020. The company is expected to remain profitable in 2023.China Automotive (daily chart)(tradingview.com)The chart above shows that CAAS might be poised to break higher from the current bull flag formation. The RSI (purple line) rose into the bullish zone above 50 and the MACD made a bullish crossover recently. It is possible that we could see another bull run similar to the one that occurred in November. CAAS also has a strong buy quant rating in SA's rating system.JD.com (JD)JD.com isChina's largest online retailerwhich also operates brick and mortar locations. JD.com provides supply-chain based technologies and services. The company also offers computers, electronic products, appliances, furniture, food, baby and maternity products, cosmetics, jewelry, and other products.Thecompany made improvementsin operating quality and stability while driving stable growth over the past year. For example, JD's cost of revenue and total operating expensesdecreased as a percentage of revenuein recent quarters as compared to 2021. This allowed margins to widen for improved profitability. JD's margins are thin due to the nature of the business. So, any improvements in margins and profitability are positive.JD.com is valued attractively with a PEG ratio of just 0.75. This is based on JD's 3 - 5 year estimated annualEPS growth of about 33%. I consider growth stocks with a PEG below one to be a bargain. The stock has plenty of room to run higher at this low valuation.Revenue is expected to grow at about 15% while earnings are expected toincrease by about 23% in 2023. This strong growth is likely to catalyze the stock higher for above-average gains from the low valuation. JD is also a 'strong buy' according to SA's quant rating system.Seeking AlphaThe chart above shows JD's steady revenue growth. There should be a sizeable jump from 2022 to 2023 as a result of the relaxing of the strict COVID lockdowns in China.ConclusionThe reopening of China from the zero-COVID policy marks a positive change in investor sentiment. It should also help drive increased economic activity for these companies. I expect these companies to continue their new positive momentum in 2023 for both business and stock growth. The tailwinds from the reopening have a strong potential to allow these stocks to outperform in 2023. Of course, there are no guarantees. China could reinstate strict COVID policies if it feels the need to. It is important to understand that risk.","news_type":1},"isVote":1,"tweetType":1,"viewCount":933,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9956610355,"gmtCreate":1673987773477,"gmtModify":1676538912341,"author":{"id":"3581665869451416","authorId":"3581665869451416","name":"Calvinq","avatar":"https://static.tigerbbs.com/3c005973d00b3597177b005554456e28","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581665869451416","authorIdStr":"3581665869451416"},"themes":[],"htmlText":"TSLA 🚀","listText":"TSLA 🚀","text":"TSLA 🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9956610355","repostId":"2303753886","repostType":4,"isVote":1,"tweetType":1,"viewCount":1221,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9928129034,"gmtCreate":1671221161528,"gmtModify":1676538511363,"author":{"id":"3581665869451416","authorId":"3581665869451416","name":"Calvinq","avatar":"https://static.tigerbbs.com/3c005973d00b3597177b005554456e28","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581665869451416","authorIdStr":"3581665869451416"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$&nbsp;</a><v-v data-views=\"0\"></v-v>","listText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$&nbsp;</a><v-v data-views=\"0\"></v-v>","text":"$Grab Holdings(GRAB)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9928129034","isVote":1,"tweetType":1,"viewCount":760,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9923224844,"gmtCreate":1670867630488,"gmtModify":1676538449564,"author":{"id":"3581665869451416","authorId":"3581665869451416","name":"Calvinq","avatar":"https://static.tigerbbs.com/3c005973d00b3597177b005554456e28","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581665869451416","authorIdStr":"3581665869451416"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$&nbsp;</a><v-v data-views=\"0\"></v-v>","listText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$&nbsp;</a><v-v data-views=\"0\"></v-v>","text":"$Grab Holdings(GRAB)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9923224844","isVote":1,"tweetType":1,"viewCount":688,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9923224167,"gmtCreate":1670867563559,"gmtModify":1676538449556,"author":{"id":"3581665869451416","authorId":"3581665869451416","name":"Calvinq","avatar":"https://static.tigerbbs.com/3c005973d00b3597177b005554456e28","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581665869451416","authorIdStr":"3581665869451416"},"themes":[],"htmlText":"ARKK 🚀","listText":"ARKK 🚀","text":"ARKK 🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9923224167","repostId":"1195161646","repostType":4,"isVote":1,"tweetType":1,"viewCount":1318,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9929370263,"gmtCreate":1670607739852,"gmtModify":1676538404523,"author":{"id":"3581665869451416","authorId":"3581665869451416","name":"Calvinq","avatar":"https://static.tigerbbs.com/3c005973d00b3597177b005554456e28","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581665869451416","authorIdStr":"3581665869451416"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$&nbsp;</a><v-v data-views=\"0\"></v-v>","listText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$&nbsp;</a><v-v data-views=\"0\"></v-v>","text":"$Grab Holdings(GRAB)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9929370263","isVote":1,"tweetType":1,"viewCount":1540,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9929347740,"gmtCreate":1670607633381,"gmtModify":1676538404506,"author":{"id":"3581665869451416","authorId":"3581665869451416","name":"Calvinq","avatar":"https://static.tigerbbs.com/3c005973d00b3597177b005554456e28","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581665869451416","authorIdStr":"3581665869451416"},"themes":[],"htmlText":"ARKK 🚀","listText":"ARKK 🚀","text":"ARKK 🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9929347740","repostId":"1162216373","repostType":4,"repost":{"id":"1162216373","kind":"news","pubTimestamp":1670599828,"share":"https://ttm.financial/m/news/1162216373?lang=&edition=full_marsco","pubTime":"2022-12-09 23:30","market":"other","language":"en","title":"ARKK: No End Of Pain In Sight","url":"https://stock-news.laohu8.com/highlight/detail?id=1162216373","media":"Seeking Alpha","summary":"SummaryThe ARK Innovation ETF has not participated in the recent upwards market surge.Over-concentration in a few tech names creates a big liability for ARKK heading into 2023.Economic downturn could ","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>The ARK Innovation ETF has not participated in the recent upwards market surge.</li><li>Over-concentration in a few tech names creates a big liability for ARKK heading into 2023.</li><li>Economic downturn could wash out many high-priced tech companies.</li></ul><p><b>The ARK Innovation ETF (NYSEARCA:</b> <b>ARKK)</b>has returned a negative 63.4% so far this year and underperformed the S&amp;P500 index by an incredible 47.5% from January 1, 2022 to December 7, 2022.</p><p>While initially riding a wave of popularity that exploded into the mainstream during the Covid-19 pandemic, the exchange-traded fund has recently fallen out of favor with growth investors due to persistent investment underperformance.</p><p>With the U.S. economy facing headwinds and the ARK Innovation ETF remaining overweight unprofitable, high-multiple stocks, 2023 could be another difficult year for the investment firm and Cathie Wood.</p><p><b>Jaw-Dropping Underperformance</b></p><p>With less than three weeks until the end of the year, the performance of the ARK Innovation ETF in 2022 is one that investors would prefer to forget. Many investors will undoubtedly wish they had never invested in the ARK Innovation ETF in the first place.</p><p>ARKK has delivered a negative performance of 63.4% year to date, underperforming the broadly diversified S&amp;P 500 Index by a staggering 47.5%.</p><p><img src=\"https://static.tigerbbs.com/9140298f00ebb945cb0ba2d630f93af7\" tg-width=\"640\" tg-height=\"341\" referrerpolicy=\"no-referrer\"/></p><p>ARKK Versus S&amp;P500 (Yahoo Finance)</p><p>Importantly, the ARK Innovation ETF, which is still heavily overweight unprofitable, high-multiple growth stocks (more on that later), did not participate in the market&#39;s recent rally. While the S&amp;P500 surged, the ARK Innovation ETF did not participate in the recent uptick.</p><p><img src=\"https://static.tigerbbs.com/e2f2f4f1417b4382cb8641691d9f184b\" tg-width=\"640\" tg-height=\"330\" referrerpolicy=\"no-referrer\"/></p><p>Recent Rally (Yahoo Finance)</p><p><b>Fund Flow Picture Inconclusive</b></p><p>Fund outflows from the ARK Innovation ETF have recently stabilized, but investors aren&#39;t exactly pouring money into the fund. The current fund situation is probably best described as investors taking a wait-and-see approach.</p><p>The recent underperformance of ARKK, in my opinion, strongly speaks against an investment in the fund due to the presence of a couple of over-weighted stocks that are likely to remain a drag on the performance of the ARK Innovation ETF.</p><p><img src=\"https://static.tigerbbs.com/93006bea7aa69415aa4e62e958aa8098\" tg-width=\"640\" tg-height=\"487\" referrerpolicy=\"no-referrer\"/></p><p>ARKK Fund Flows Charts (The ARK Innovation ETF)</p><p><b>A Look At ARKK&#39;s Updated Portfolio Concentration</b></p><p>The ARKK&#39;s lack of upside participation since October, in my opinion, is due to the fund&#39;s excessive concentration in a few names that have underperformed and are limiting the fund&#39;s rebound potential.</p><p>The fund&#39;s holdings remained concentrated in a few high-multiple stocks, including Zoom Video Communications (ZM), Tesla (TSLA), Roku (ROKU), and telehealth pioneer Teladoc Health (TDOC). Zoom Video Communications was the fund&#39;s largest holding as of December 7, 2022, with an 8.98% stake.</p><p><img src=\"https://static.tigerbbs.com/7f38701af98ed2326f5c7bcc3e6511f0\" tg-width=\"640\" tg-height=\"492\" referrerpolicy=\"no-referrer\"/></p><p>Top 10 Holdings (The ARK Innovation ETF)</p><p>Having said that, the majority of the ARK Innovation ETF&#39;s holdings remain primarily of companies that have yet to turn the corner in terms of profitability in 2022.</p><p>Roku, Teladoc Health, Block, and Shopify (SHOP) continue to dominate the fund&#39;s top ten holdings, but all of them continue to rack up massive losses while trading at extremely high (and arguably unsustainable) sales multiples.</p><p><img src=\"https://static.tigerbbs.com/82a0b809a19dbf9c07f45d349c1210c0\" tg-width=\"635\" tg-height=\"484\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p>These persistently high sales multiples, in my opinion, represent an excessive risk for investors in the ARK Innovation ETF, compounding the underlying concentration risk, especially if a recession worsens the market situation.</p><p>According to a recent KMPG survey, themajority of CEOs(91%) believe a recession is on the way, which, in my opinion, could result in a new round of valuation cuts for high-priced pandemic winners.</p><p><b>Why ARKK Could See A Higher Valuation</b></p><p>Despite a significant valuation haircut in 2022, the ARK Innovation ETF, in my opinion, remains exposed to significant net asset value risk. This risk is primarily caused by the fund&#39;s overexposure to a few high-risk names such as Roku, Teladoc Health, and Shopify, which continue to lose money and are thus particularly vulnerable during a recession.</p><p>At the very least, avoiding a recession would necessitate a resurgence of valuations for the pandemic&#39;s fallen winners.</p><p><b>My Conclusion</b></p><p>Despite the fact that the ARK Innovation ETF has lost more than 63% of its value in 2022, and the degree of underperformance relative to the S&amp;P500 is striking, it appears the fund managers have learned nothing about ARKK&#39;s underlying problem in my view.</p><p>The fund continues to maintain an overly aggressive allocation to high-multiple growth stocks, particularly in sectors that have recently fallen out of favor with investors seeking more defensive exposure.</p><p>Given the likelihood of a major economic recession in the United States in 2023, I doubt that 2023 will be a good year for an offensively positioned investment fund with concentrated exposure to a few high-valued technology names.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>ARKK: No End Of Pain In Sight</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\">\nARKK: No End Of Pain In Sight\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-09 23:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4563333-arkk-no-end-of-pain-in-sight><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryThe ARK Innovation ETF has not participated in the recent upwards market surge.Over-concentration in a few tech names creates a big liability for ARKK heading into 2023.Economic downturn could ...</p>\n\n<a href=\"https://seekingalpha.com/article/4563333-arkk-no-end-of-pain-in-sight\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ARKK":"ARK Innovation ETF"},"source_url":"https://seekingalpha.com/article/4563333-arkk-no-end-of-pain-in-sight","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162216373","content_text":"SummaryThe ARK Innovation ETF has not participated in the recent upwards market surge.Over-concentration in a few tech names creates a big liability for ARKK heading into 2023.Economic downturn could wash out many high-priced tech companies.The ARK Innovation ETF (NYSEARCA: ARKK)has returned a negative 63.4% so far this year and underperformed the S&P500 index by an incredible 47.5% from January 1, 2022 to December 7, 2022.While initially riding a wave of popularity that exploded into the mainstream during the Covid-19 pandemic, the exchange-traded fund has recently fallen out of favor with growth investors due to persistent investment underperformance.With the U.S. economy facing headwinds and the ARK Innovation ETF remaining overweight unprofitable, high-multiple stocks, 2023 could be another difficult year for the investment firm and Cathie Wood.Jaw-Dropping UnderperformanceWith less than three weeks until the end of the year, the performance of the ARK Innovation ETF in 2022 is one that investors would prefer to forget. Many investors will undoubtedly wish they had never invested in the ARK Innovation ETF in the first place.ARKK has delivered a negative performance of 63.4% year to date, underperforming the broadly diversified S&P 500 Index by a staggering 47.5%.ARKK Versus S&P500 (Yahoo Finance)Importantly, the ARK Innovation ETF, which is still heavily overweight unprofitable, high-multiple growth stocks (more on that later), did not participate in the market's recent rally. While the S&P500 surged, the ARK Innovation ETF did not participate in the recent uptick.Recent Rally (Yahoo Finance)Fund Flow Picture InconclusiveFund outflows from the ARK Innovation ETF have recently stabilized, but investors aren't exactly pouring money into the fund. The current fund situation is probably best described as investors taking a wait-and-see approach.The recent underperformance of ARKK, in my opinion, strongly speaks against an investment in the fund due to the presence of a couple of over-weighted stocks that are likely to remain a drag on the performance of the ARK Innovation ETF.ARKK Fund Flows Charts (The ARK Innovation ETF)A Look At ARKK's Updated Portfolio ConcentrationThe ARKK's lack of upside participation since October, in my opinion, is due to the fund's excessive concentration in a few names that have underperformed and are limiting the fund's rebound potential.The fund's holdings remained concentrated in a few high-multiple stocks, including Zoom Video Communications (ZM), Tesla (TSLA), Roku (ROKU), and telehealth pioneer Teladoc Health (TDOC). Zoom Video Communications was the fund's largest holding as of December 7, 2022, with an 8.98% stake.Top 10 Holdings (The ARK Innovation ETF)Having said that, the majority of the ARK Innovation ETF's holdings remain primarily of companies that have yet to turn the corner in terms of profitability in 2022.Roku, Teladoc Health, Block, and Shopify (SHOP) continue to dominate the fund's top ten holdings, but all of them continue to rack up massive losses while trading at extremely high (and arguably unsustainable) sales multiples.Data by YChartsThese persistently high sales multiples, in my opinion, represent an excessive risk for investors in the ARK Innovation ETF, compounding the underlying concentration risk, especially if a recession worsens the market situation.According to a recent KMPG survey, themajority of CEOs(91%) believe a recession is on the way, which, in my opinion, could result in a new round of valuation cuts for high-priced pandemic winners.Why ARKK Could See A Higher ValuationDespite a significant valuation haircut in 2022, the ARK Innovation ETF, in my opinion, remains exposed to significant net asset value risk. This risk is primarily caused by the fund's overexposure to a few high-risk names such as Roku, Teladoc Health, and Shopify, which continue to lose money and are thus particularly vulnerable during a recession.At the very least, avoiding a recession would necessitate a resurgence of valuations for the pandemic's fallen winners.My ConclusionDespite the fact that the ARK Innovation ETF has lost more than 63% of its value in 2022, and the degree of underperformance relative to the S&P500 is striking, it appears the fund managers have learned nothing about ARKK's underlying problem in my view.The fund continues to maintain an overly aggressive allocation to high-multiple growth stocks, particularly in sectors that have recently fallen out of favor with investors seeking more defensive exposure.Given the likelihood of a major economic recession in the United States in 2023, I doubt that 2023 will be a good year for an offensively positioned investment fund with concentrated exposure to a few high-valued technology names.","news_type":1},"isVote":1,"tweetType":1,"viewCount":514,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9929347505,"gmtCreate":1670607605008,"gmtModify":1676538404498,"author":{"id":"3581665869451416","authorId":"3581665869451416","name":"Calvinq","avatar":"https://static.tigerbbs.com/3c005973d00b3597177b005554456e28","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581665869451416","authorIdStr":"3581665869451416"},"themes":[],"htmlText":"CRWD 🚀","listText":"CRWD 🚀","text":"CRWD 🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9929347505","repostId":"2289636412","repostType":4,"repost":{"id":"2289636412","kind":"highlight","pubTimestamp":1670599924,"share":"https://ttm.financial/m/news/2289636412?lang=&edition=full_marsco","pubTime":"2022-12-09 23:32","market":"us","language":"en","title":"2 Sensational Growth Stocks Set to Surge 92% to 111% According to Wall Street","url":"https://stock-news.laohu8.com/highlight/detail?id=2289636412","media":"Motley Fool","summary":"These stocks are beaten down, but could rebound big-time if analysts are right.","content":"<html><head></head><body><p>It&#39;s well documented that the best way to generate wealth over the long term is investing in the best stocks you can find and holding for years or even decades. That said, investing isn&#39;t necessarily for the faint of heart -- and 2022 has been a great example of that simple truth. Over the preceding 12 months, the <b>Nasdaq Composite</b> has been battered, down 29% from its high reached late last year, falling victim to the latest bear market.</p><p>That said, seasoned investors are well aware that with this economic cloud comes a silver lining: Historically speaking, good and bad stocks alike fall in tandem during a downturn. What results are some of the most compelling opportunities that many will see in their lifetimes, at least for investors with the resources and fortitude to ride out the gut-wrenching volatility.</p><p>In fact, Wall Street is surprisingly optimistic about the prospects of a couple of former high-flying growth stocks. Here are two contenders set to soar 92% to 111% over the coming 12 months, according to Wall Street.</p><h2>A guard dog for your critical systems</h2><p>The digital transformation continues to gain steam, with more businesses adopting cloud computing than ever before. The strategic importance of keeping customer-facing systems up and running can&#39;t be overstated. Simply put, if customers can&#39;t reach you, they can&#39;t spend money. That&#39;s where <b><a href=\"https://laohu8.com/S/DDOG\">Datadog</a></b> comes in. The company provides a single dashboard that monitors a variety of systems, notifying developers of a problem before it reaches critical mass. The system also provides early warning by detecting anomalies that could result in future problems.</p><p>The stock has tumbled 62% over the past year, but a quick check of the financial results shows a business that continues to prosper. In the third quarter, Datadog generated revenue that grew 61% year over year. At the same time, its adjusted earnings per share (EPS) surged 77%. The company also boasts both operating and free cash flow, which will sustain it during the ongoing downturn. Furthermore, Datadog&#39;s most valuable customers -- those that spend $100,000 in annual recurring revenue (ARR) climbed 44%, a sign of strength going forward.</p><p>I&#39;d be remiss if I didn&#39;t point out Datadog&#39;s large and growing opportunity. The company generated revenue of $1 billion last year, which pales in comparison to its total addressable market (TAM) that management estimates will hit $62 billion by 2026.</p><p>Of the 31 analysts who cover Datadog, 26 rate the stock as a buy or strong buy -- and not one recommends selling. Most of Wall Street&#39;s finest are pretty upbeat on the company, which has a consensus 12-month price target that&#39;s 58% higher than today&#39;s stock price.</p><p>However, <b>Bank of America</b> analyst Koji Ikeda is much more optimistic than his Wall Street peers, assigning a price target of $135 and a buy rating on the shares. He cites the company&#39;s &#34;best-in-breed portfolio of 15 products,&#34; as the reason for his enthusiasm. If his research is on the mark, the stock could surge 111% by this time next year, enriching shareholders along the way.</p><h2>There&#39;s always a need for cybersecurity</h2><p>In times of economic turmoil, sometimes all its takes is a quick check under the hood to determine if a company is in trouble or if it&#39;s merely suffering from a falling stock price. In fact, even during a downturn there are certain services that are indispensable, no matter how bad things get. One such area is that of cybersecurity. Most business managers are reluctant to try to save a few bucks and suffer the risk of hacks, system intrusions, and high-profile data breaches.</p><p>That&#39;s where <b>CrowdStrike</b> comes in. The company&#39;s next-generation endpoint security business has a simple mission: &#34;To protect our customers from breaches.&#34; CrowdStrike is well positioned to benefit from the ongoing threat, but the stock has fallen 51% from last year&#39;s high, which belies the company&#39;s impressive growth.</p><p>For its fiscal 2023 third quarter (ended Oct. 31), CrowdStrike&#39;s revenue climbed 53% year over year, fueled by subscription revenue that also grew 53%. This helped push its ARR up 54%, which illustrates the company&#39;s ongoing potential. At the same time, CrowdStrike&#39;s adjusted EPS of $0.40 surged 135%. CrowdStrike also boasts strong cash flow from operations and free cash flow, which will contribute to the durability of its business when times are tough.</p><p>Equally as exciting is the company&#39;s quickly growing TAM, which management expects to top $158 billion by 2026. Viewed in the context of its full-year fiscal 2022 revenue of $1.45 billion, the company has a long runway ahead.</p><p>Of the 38 analysts who cover CrowdStrike, 37 rate the stock as a buy or strong buy -- and not a single one recommends selling. Most analysts are pretty bullish on the company, which boasts a consensus 12-month price target that&#39;s 55% higher than its current price.</p><p>One analyst believes his Wall Street peers are underestimating CrowdStrike. Evercore ISI analyst Peter Levine has a $250 price target and an outperform (buy) rating on the shares. He cites the company&#39;s &#34;hyper-growth profile coupled with profitability&#34; as well as its &#34;best-in-class&#34; cash flow margins. If his analysis is correct, CrowdStrike stock could surge 111% over the coming 12 months.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2 Sensational Growth Stocks Set to Surge 92% to 111% According to Wall Street</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2 Sensational Growth Stocks Set to Surge 92% to 111% According to Wall Street\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-09 23:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/12/08/2-sensational-growth-stocks-set-to-surge-92-to-111/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It's well documented that the best way to generate wealth over the long term is investing in the best stocks you can find and holding for years or even decades. That said, investing isn't necessarily ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/12/08/2-sensational-growth-stocks-set-to-surge-92-to-111/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CRWD":"CrowdStrike Holdings, Inc.","DDOG":"Datadog"},"source_url":"https://www.fool.com/investing/2022/12/08/2-sensational-growth-stocks-set-to-surge-92-to-111/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2289636412","content_text":"It's well documented that the best way to generate wealth over the long term is investing in the best stocks you can find and holding for years or even decades. That said, investing isn't necessarily for the faint of heart -- and 2022 has been a great example of that simple truth. Over the preceding 12 months, the Nasdaq Composite has been battered, down 29% from its high reached late last year, falling victim to the latest bear market.That said, seasoned investors are well aware that with this economic cloud comes a silver lining: Historically speaking, good and bad stocks alike fall in tandem during a downturn. What results are some of the most compelling opportunities that many will see in their lifetimes, at least for investors with the resources and fortitude to ride out the gut-wrenching volatility.In fact, Wall Street is surprisingly optimistic about the prospects of a couple of former high-flying growth stocks. Here are two contenders set to soar 92% to 111% over the coming 12 months, according to Wall Street.A guard dog for your critical systemsThe digital transformation continues to gain steam, with more businesses adopting cloud computing than ever before. The strategic importance of keeping customer-facing systems up and running can't be overstated. Simply put, if customers can't reach you, they can't spend money. That's where Datadog comes in. The company provides a single dashboard that monitors a variety of systems, notifying developers of a problem before it reaches critical mass. The system also provides early warning by detecting anomalies that could result in future problems.The stock has tumbled 62% over the past year, but a quick check of the financial results shows a business that continues to prosper. In the third quarter, Datadog generated revenue that grew 61% year over year. At the same time, its adjusted earnings per share (EPS) surged 77%. The company also boasts both operating and free cash flow, which will sustain it during the ongoing downturn. Furthermore, Datadog's most valuable customers -- those that spend $100,000 in annual recurring revenue (ARR) climbed 44%, a sign of strength going forward.I'd be remiss if I didn't point out Datadog's large and growing opportunity. The company generated revenue of $1 billion last year, which pales in comparison to its total addressable market (TAM) that management estimates will hit $62 billion by 2026.Of the 31 analysts who cover Datadog, 26 rate the stock as a buy or strong buy -- and not one recommends selling. Most of Wall Street's finest are pretty upbeat on the company, which has a consensus 12-month price target that's 58% higher than today's stock price.However, Bank of America analyst Koji Ikeda is much more optimistic than his Wall Street peers, assigning a price target of $135 and a buy rating on the shares. He cites the company's \"best-in-breed portfolio of 15 products,\" as the reason for his enthusiasm. If his research is on the mark, the stock could surge 111% by this time next year, enriching shareholders along the way.There's always a need for cybersecurityIn times of economic turmoil, sometimes all its takes is a quick check under the hood to determine if a company is in trouble or if it's merely suffering from a falling stock price. In fact, even during a downturn there are certain services that are indispensable, no matter how bad things get. One such area is that of cybersecurity. Most business managers are reluctant to try to save a few bucks and suffer the risk of hacks, system intrusions, and high-profile data breaches.That's where CrowdStrike comes in. The company's next-generation endpoint security business has a simple mission: \"To protect our customers from breaches.\" CrowdStrike is well positioned to benefit from the ongoing threat, but the stock has fallen 51% from last year's high, which belies the company's impressive growth.For its fiscal 2023 third quarter (ended Oct. 31), CrowdStrike's revenue climbed 53% year over year, fueled by subscription revenue that also grew 53%. This helped push its ARR up 54%, which illustrates the company's ongoing potential. At the same time, CrowdStrike's adjusted EPS of $0.40 surged 135%. CrowdStrike also boasts strong cash flow from operations and free cash flow, which will contribute to the durability of its business when times are tough.Equally as exciting is the company's quickly growing TAM, which management expects to top $158 billion by 2026. Viewed in the context of its full-year fiscal 2022 revenue of $1.45 billion, the company has a long runway ahead.Of the 38 analysts who cover CrowdStrike, 37 rate the stock as a buy or strong buy -- and not a single one recommends selling. Most analysts are pretty bullish on the company, which boasts a consensus 12-month price target that's 55% higher than its current price.One analyst believes his Wall Street peers are underestimating CrowdStrike. Evercore ISI analyst Peter Levine has a $250 price target and an outperform (buy) rating on the shares. He cites the company's \"hyper-growth profile coupled with profitability\" as well as its \"best-in-class\" cash flow margins. If his analysis is correct, CrowdStrike stock could surge 111% over the coming 12 months.","news_type":1},"isVote":1,"tweetType":1,"viewCount":338,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9964921614,"gmtCreate":1670055893039,"gmtModify":1676538296695,"author":{"id":"3581665869451416","authorId":"3581665869451416","name":"Calvinq","avatar":"https://static.tigerbbs.com/3c005973d00b3597177b005554456e28","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581665869451416","authorIdStr":"3581665869451416"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$&nbsp;</a><v-v data-views=\"0\"></v-v>Above $3 will not hold","listText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$&nbsp;</a><v-v data-views=\"0\"></v-v>Above $3 will not hold","text":"$Grab Holdings(GRAB)$ Above $3 will not hold","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9964921614","isVote":1,"tweetType":1,"viewCount":379,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9964921919,"gmtCreate":1670055750431,"gmtModify":1676538296688,"author":{"id":"3581665869451416","authorId":"3581665869451416","name":"Calvinq","avatar":"https://static.tigerbbs.com/3c005973d00b3597177b005554456e28","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581665869451416","authorIdStr":"3581665869451416"},"themes":[],"htmlText":"NIO 🚀","listText":"NIO 🚀","text":"NIO 🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9964921919","repostId":"2288596195","repostType":4,"repost":{"id":"2288596195","kind":"highlight","pubTimestamp":1670024380,"share":"https://ttm.financial/m/news/2288596195?lang=&edition=full_marsco","pubTime":"2022-12-03 07:39","market":"us","language":"en","title":"Why Now Is NOT the Time to Buy NIO Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=2288596195","media":"InvestorPlace","summary":"Nio (NIO) stock could remain under pressure to due China’s unpredictable Covid-19 policy.Despite Nio’s revenue growth, investors should observe the company’s widening earnings loss.Investors can choos","content":"<html><head></head><body><ul><li><b>Nio</b> (<b>NIO</b>) stock could remain under pressure to due China’s unpredictable Covid-19 policy.</li><li>Despite Nio’s revenue growth, investors should observe the company’s widening earnings loss.</li><li>Investors can choose to delay any purchases of NIO stock until conditions improve.</li></ul><p><img src=\"https://static.tigerbbs.com/14e2554adb7734c917635ae8dca2b6ba\" tg-width=\"768\" tg-height=\"432\" referrerpolicy=\"no-referrer\"/></p><p>Source: Michael Vi / Shutterstock.com</p><p>Given the fact that <b>Nio</b> (NYSE:<b>NIO</b>) stock is down year-to-date, eager investors may be tempted to take a long position now. However, this is actually a time to exercise caution.</p><p>For one thing, China’s on-and-off zero-Covid policies could throw a wrench into the works. Besides, Nio’s financials are less than ideal, especially when it comes to the company’s profits (or lack thereof).</p><p>As a China-based electric vehicle (EV) company, Nio has to contend with multiple challenges. There’s the prospect of having to compete in a fierce EV market. Plus, Nio must deal with a government that’s not always business-friendly.</p><p>Regardless of where you’re located, if you’re invested in Nio, the company’s problems will become your problems. There may be a time to take a stake in Nio at some point in the future, but for the time being, a watch-and-wait strategy is entirely appropriate.</p><table border=\"1\"><tbody><tr><td><b>NIO</b></td><td><b>Nio</b></td><td>$12.09</td></tr></tbody></table><h2>What’s Happening with NIO Stock?</h2><p>NIO stock started 2022 at $33, but recently declined to just $12 and change. Bear in mind, just because a stock has a lower price, doesn’t necessarily mean it’s a good value.</p><p>It’s difficult to assign a proper value to a stock when there’s an unpredictable government. On Nov. 11, a number of U.S.-listed Chinese companies’ shares rallied because Beijing seemed to be easing some of China’s Covid-19 restrictions. Yet, the hope of a near-term full reopening in China wouldn’t last long.</p><p>Fast-forward to Nov. 22, and China is reporting 28,127 new domestically transmitted Covid-19 cases. This number was close to the nation’s daily peak from April.</p><p>The next thing you know, there are reports of cultural and entertainment venues closures and restricted use of some shopping malls and restaurants. This, clearly, is a challenging macro-level environment for Nio to work in.</p><h2>Nio’s Financial Are Problematic</h2><p>Meanwhile, some folks probably celebrated Nio’s most recently reported quarterly financial results, but perhaps they shouldn’t. There’s good news in the data but also major issues.</p><p>It’s true that Nio increased its revenue 32.6% year over year during the third quarter of 2022. However, Nio also saw its gross margin shrink from 20.3% to 13.3% during that time.</p><p>Furthermore, Nio’s gross profit contracted 12.9% year over year, but that’s not even the worst part. Distressingly, Nio’s net earnings loss ballooned 392.1% year over year to the equivalent of $577.9 million in Q3 2022.</p><p>Now, we can start to see why NIO stock hasn’t regained its footing this year. Currently, there are too many holes in the bull thesis for investors to put their faith in Nio.</p><h2>What You Can Do Now</h2><p>This isn’t to suggest that Nio is a toxic business that’s about to go bankrupt. There may be an appropriate time to consider NIO stock in the future.</p><p>However, once again, let’s not confuse a low share price with a compelling value. The macro-level and company-specific conditions simply don’t favor an investment in Nio, so feel free to stay on the sidelines for now.</p></body></html>","source":"investorplace","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Now Is NOT the Time to Buy NIO Stock</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Now Is NOT the Time to Buy NIO Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-03 07:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/market360/2022/12/why-now-is-not-the-time-to-buy-nio-stock/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nio (NIO) stock could remain under pressure to due China’s unpredictable Covid-19 policy.Despite Nio’s revenue growth, investors should observe the company’s widening earnings loss.Investors can ...</p>\n\n<a href=\"https://investorplace.com/market360/2022/12/why-now-is-not-the-time-to-buy-nio-stock/\">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://investorplace.com/market360/2022/12/why-now-is-not-the-time-to-buy-nio-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2288596195","content_text":"Nio (NIO) stock could remain under pressure to due China’s unpredictable Covid-19 policy.Despite Nio’s revenue growth, investors should observe the company’s widening earnings loss.Investors can choose to delay any purchases of NIO stock until conditions improve.Source: Michael Vi / Shutterstock.comGiven the fact that Nio (NYSE:NIO) stock is down year-to-date, eager investors may be tempted to take a long position now. However, this is actually a time to exercise caution.For one thing, China’s on-and-off zero-Covid policies could throw a wrench into the works. Besides, Nio’s financials are less than ideal, especially when it comes to the company’s profits (or lack thereof).As a China-based electric vehicle (EV) company, Nio has to contend with multiple challenges. There’s the prospect of having to compete in a fierce EV market. Plus, Nio must deal with a government that’s not always business-friendly.Regardless of where you’re located, if you’re invested in Nio, the company’s problems will become your problems. There may be a time to take a stake in Nio at some point in the future, but for the time being, a watch-and-wait strategy is entirely appropriate.NIONio$12.09What’s Happening with NIO Stock?NIO stock started 2022 at $33, but recently declined to just $12 and change. Bear in mind, just because a stock has a lower price, doesn’t necessarily mean it’s a good value.It’s difficult to assign a proper value to a stock when there’s an unpredictable government. On Nov. 11, a number of U.S.-listed Chinese companies’ shares rallied because Beijing seemed to be easing some of China’s Covid-19 restrictions. Yet, the hope of a near-term full reopening in China wouldn’t last long.Fast-forward to Nov. 22, and China is reporting 28,127 new domestically transmitted Covid-19 cases. This number was close to the nation’s daily peak from April.The next thing you know, there are reports of cultural and entertainment venues closures and restricted use of some shopping malls and restaurants. This, clearly, is a challenging macro-level environment for Nio to work in.Nio’s Financial Are ProblematicMeanwhile, some folks probably celebrated Nio’s most recently reported quarterly financial results, but perhaps they shouldn’t. There’s good news in the data but also major issues.It’s true that Nio increased its revenue 32.6% year over year during the third quarter of 2022. However, Nio also saw its gross margin shrink from 20.3% to 13.3% during that time.Furthermore, Nio’s gross profit contracted 12.9% year over year, but that’s not even the worst part. Distressingly, Nio’s net earnings loss ballooned 392.1% year over year to the equivalent of $577.9 million in Q3 2022.Now, we can start to see why NIO stock hasn’t regained its footing this year. Currently, there are too many holes in the bull thesis for investors to put their faith in Nio.What You Can Do NowThis isn’t to suggest that Nio is a toxic business that’s about to go bankrupt. There may be an appropriate time to consider NIO stock in the future.However, once again, let’s not confuse a low share price with a compelling value. The macro-level and company-specific conditions simply don’t favor an investment in Nio, so feel free to stay on the sidelines for now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":738,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9965456257,"gmtCreate":1670007893579,"gmtModify":1676538287601,"author":{"id":"3581665869451416","authorId":"3581665869451416","name":"Calvinq","avatar":"https://static.tigerbbs.com/3c005973d00b3597177b005554456e28","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581665869451416","authorIdStr":"3581665869451416"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$&nbsp;</a><v-v data-views=\"0\"></v-v>","listText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$&nbsp;</a><v-v data-views=\"0\"></v-v>","text":"$Grab Holdings(GRAB)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9965456257","isVote":1,"tweetType":1,"viewCount":574,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9965456656,"gmtCreate":1670007663475,"gmtModify":1676538287600,"author":{"id":"3581665869451416","authorId":"3581665869451416","name":"Calvinq","avatar":"https://static.tigerbbs.com/3c005973d00b3597177b005554456e28","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581665869451416","authorIdStr":"3581665869451416"},"themes":[],"htmlText":"DIS 🚀","listText":"DIS 🚀","text":"DIS 🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9965456656","repostId":"1151824972","repostType":4,"isVote":1,"tweetType":1,"viewCount":466,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9962195094,"gmtCreate":1669732691319,"gmtModify":1676538231976,"author":{"id":"3581665869451416","authorId":"3581665869451416","name":"Calvinq","avatar":"https://static.tigerbbs.com/3c005973d00b3597177b005554456e28","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581665869451416","authorIdStr":"3581665869451416"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$&nbsp;</a><v-v data-views=\"0\"></v-v>","listText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$&nbsp;</a><v-v data-views=\"0\"></v-v>","text":"$Grab Holdings(GRAB)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9962195094","isVote":1,"tweetType":1,"viewCount":467,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9962196716,"gmtCreate":1669732629235,"gmtModify":1676538231939,"author":{"id":"3581665869451416","authorId":"3581665869451416","name":"Calvinq","avatar":"https://static.tigerbbs.com/3c005973d00b3597177b005554456e28","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581665869451416","authorIdStr":"3581665869451416"},"themes":[],"htmlText":"NIO 🚀","listText":"NIO 🚀","text":"NIO 🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9962196716","repostId":"1111769203","repostType":4,"isVote":1,"tweetType":1,"viewCount":505,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9961126639,"gmtCreate":1668900460121,"gmtModify":1676538124583,"author":{"id":"3581665869451416","authorId":"3581665869451416","name":"Calvinq","avatar":"https://static.tigerbbs.com/3c005973d00b3597177b005554456e28","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581665869451416","authorIdStr":"3581665869451416"},"themes":[],"htmlText":"SEA 🚀","listText":"SEA 🚀","text":"SEA 🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9961126639","repostId":"1143890380","repostType":4,"repost":{"id":"1143890380","kind":"news","pubTimestamp":1668822759,"share":"https://ttm.financial/m/news/1143890380?lang=&edition=full_marsco","pubTime":"2022-11-19 09:52","market":"us","language":"en","title":"Sea Limited: Profitability May Be Around The Corner","url":"https://stock-news.laohu8.com/highlight/detail?id=1143890380","media":"Seeking Alpha","summary":"SummaryFurther uncertainty for Sea Limited's Garena as its QAU did not stabilize as expected. New ga","content":"<html><head></head><body><h3>Summary</h3><ul><li>Further uncertainty for Sea Limited&#39;s Garena as its QAU did not stabilize as expected. New games were launched in recent months.</li><li>Shopee’s race to profitability has accelerated as shown in the material improvements in unit economics, and they are expected to be profitable by FY23.</li><li>SeaBank&#39;s credit business is growing strongly and its overall credit business is profitable and cash flow positive. Its revenue now makes up 10.4% of its overall revenue.</li><li>Execution has been on point in attaining profitability although that resulted in declining growth in FY22. Management believes growth can reaccelerate once it achieves profitability.</li><li>Sea Limited has sufficient cash reserves to pay off the convertible notes.</li></ul><h3>Investment Thesis</h3><p><a href=\"https://laohu8.com/S/SE\">Sea Limited</a> has come under much scrutiny in the past 2 years as the shift in focus from growth to profitability and macro headwinds have led to a massive growth decline across itsShopee and Garena units. While this is unfortunate, management has executed brilliantly so far to turn the company into an increasingly self-sufficient business in the near term.</p><p>In this article, I attempt to dive deeper into itsQ3 2022 resultand provide an overall analysis of the earnings. Although I’d like to highlight that the management has explicitly stated that growth can reaccelerate after attaining profitability and that they have a sufficient cash reserve to pay off the convertible notes sitting on the balance sheet.</p><h3>Garena<img src=\"https://static.tigerbbs.com/ab8fe0ed7909a98b7fdf0b930bc362df\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/></h3><p>SE 10-Q</p><p><img src=\"https://static.tigerbbs.com/8386bb1c95c3d5300e1fe0f371528199\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/></p><p>SE 10-Q</p><p>Garena’s QAU and QPU continued to decline sequentially, as the management’s anticipation of its user base stabilizing did not materialize. The macro headwinds continue to be a headache, and it seems that there is more uncertainty lying ahead for Garena Free Fire. The key forward is to focus on launching new games, with games such asPrimitive EraandBlack Clover Mobilelaunching recently. While this indicates that management is working hard to reaccelerate Garena’s growth, it is important to recognize that the success of games is not guaranteed, and this is the bigger uncertainty for the business. As a result, this caused its adjusted EBITDA margin to further decline to 32.5% during the quarter.</p><p>Additionally, management states that the expiry of the agreement with Riot Games will have no impact on Garena’s publishing business, and Garena is seeking other top-game developers for their publishing business.</p><p>Shopee<img src=\"https://static.tigerbbs.com/79b7f33be279fa015f52addd35b55d96\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/>SE 10-Q<img src=\"https://static.tigerbbs.com/6aaff49a0ba8c901eadda2b7cf01a391\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/>SE 10-Q</p><p>Shopee’s GMV grew 14% Y/Y and the number of orders grew 18% Y/Y, a continuous decline in the past couple of quarters. This is a result of management pulling back on its sales and marketing (“S&amp;M”) expenses, exiting multiple markets, cutting costs aggressively (such as hiring), and lastly, the lower consumer discretionary spending. This is in contrast to Lazada (NYSE: BABA), as the number oforders declined Y/Yand they are also prioritizing profitability through increased monetization.</p><p>While this does show that consumers continue to spend on Shopee in SEA, its GMV and number of orders are partially contributed by Shopee Brazil. In a tough macro environment, Shopee experienced a 36% Y/Y growth in the number of brands on the platform, indicating that Shopee is an increasingly important partner in growing its online revenue.<img src=\"https://static.tigerbbs.com/7e09e1e030c482f41afaf8695896f9ec\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/>SE 10-Q</p><p>The more important portion is Shopee’s improvement in profitability. Its overall adjusted EBITDA loss per order continues to improve by 23.5% sequentially, and more specifically, Shopee Brazil’s loss per order improved by 27.5% sequentially during the quarter as compared to 6.6% in the last quarter. Moreover, Shopee is expected to attain profitability by FY23 instead of FY25 as previously guided by the management. This goes to show that the management has made great strides in pursuing profitability, which is impressive in my view. Once it attained self-sufficiency, growth can reaccelerate, although, the management is expecting flat or negative growth in certain metrics in the near term.</p><h3>SeaBank</h3><p><i>Note that I will be using “SeaBank” and “SeaMoney” interchangeably.</i></p><p><img src=\"https://static.tigerbbs.com/0f0cb77d6ac22f50a1208eaf075db51c\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/></p><p>SE 10-Q</p><p>SeaMoney’s loan receivables grew 46% from 4Q21 and 110% from 3Q21 to $2.2 billion. These are loans provided to customers whereby SeaMoney generates revenue by charging interest rates, and it has been growing quickly. In myprevious article, I showed that in Sep 2022, SeaBank Indonesia grew its loans and customer deposits by 111% Y/Y and 147% Y/Y, respectively, and the launch of ShopeePay in Brazil. During the earnings call, management stated that the credit business is profitable and cash flow positive, and it will be focusing on growing this business in Southeast Asia (“SEA”) and Brazil.</p><p>Additionally, they have also said to diversify their source of funding for the credit business, which I believe is to seek third-party financing partners to reduce the capital required for the business and at the same time, reduce credit risk. Similar to Bank Jago (IDX: ARTO), SeaBank may utilize the data of its partners to help improve the non-performing loans and scale its lending. Readers who are unaware of SeaBank’s business model can head to mydeep diveinto the company.</p><p><img src=\"https://static.tigerbbs.com/2de194897c03f180f99a0dd2b75bf2d0\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/></p><p>SE 10-Q</p><p><img src=\"https://static.tigerbbs.com/5932cc09aca0134084217800afb30399\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/></p><p>SE 10-Q</p><p><img src=\"https://static.tigerbbs.com/6205c82c79c753720862ed8385dd0e2a\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/></p><p>SE 10-Q</p><p>As a result of its growing deposits and loan books, its Q3 2022 revenue grew 147% Y/Y, and it has been increasingly making up a bigger portion of its overall revenue at 10.4% this quarter. Management had also been deliberate in cutting down on S&amp;M expenses and combined with its acceleration revenue growth, its adjusted EBITDA margin has improved massively to -20.7% during the quarter. This is compared to -40% in 2Q22 and -120.3% a year ago.</p><h3>Sufficient Cash Reserves To Pay off Convertible Notes<img src=\"https://static.tigerbbs.com/4ff585449530fce4084e7d1447e077b4\" tg-width=\"1280\" tg-height=\"798\" referrerpolicy=\"no-referrer\"/></h3><p>SE 10-Q</p><p>One of the biggest concerns about Sea Limited for investors is the cash burn rate, as they fear that the company does not have enough sufficient cash reserves to pay off convertible notes maturing in 2026. However, not only did the cash outflow slow in Q3 2022, but the management has also hinted that there are sufficient cash reserves to pay off the convertible notes:</p><blockquote>“We aim to continue to maintain a net cash position, after budgeting for the full retirement in cash of outstanding convertible bonds and assuming no external funding.”</blockquote><h3>Conclusion</h3><p>Overall, this was a pretty decent quarter for Sea Limited, as we could see that they had made huge improvements on the road to profitability, particularly for Shopee. While that comes at a growth trade-off, management has indicated that Shopee can reaccelerate its growth after attaining profitability in FY23, which is pulled forward from FY25 as guided previously.</p><p>Garena&#39;s results continue to be a concern as macro seems to have a longer-than-expected impact on its user base and its profitability as a result has been trending downwards over the past couple of quarters. Management has been working hard on its gaming pipelines, although the uncertainty lies in the successes of these new games and whether they could reaccelerate their growth in the future.</p><p>SeaBank has been growing its top line really quickly and huge improvements were made on the bottom line as well. Furthermore, the overall credit business is profitable and is generating positive cash flow, and has been increasingly making up a larger proportion of its total revenue. I continue to believe that this can be a potential growth driver for Sea Limited.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Sea Limited: Profitability May Be Around The Corner</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\">\nSea Limited: Profitability May Be Around The Corner\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-19 09:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4559176-sea-limited-profitability-may-be-around-the-corner><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryFurther uncertainty for Sea Limited's Garena as its QAU did not stabilize as expected. New games were launched in recent months.Shopee’s race to profitability has accelerated as shown in the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4559176-sea-limited-profitability-may-be-around-the-corner\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"source_url":"https://seekingalpha.com/article/4559176-sea-limited-profitability-may-be-around-the-corner","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143890380","content_text":"SummaryFurther uncertainty for Sea Limited's Garena as its QAU did not stabilize as expected. New games were launched in recent months.Shopee’s race to profitability has accelerated as shown in the material improvements in unit economics, and they are expected to be profitable by FY23.SeaBank's credit business is growing strongly and its overall credit business is profitable and cash flow positive. Its revenue now makes up 10.4% of its overall revenue.Execution has been on point in attaining profitability although that resulted in declining growth in FY22. Management believes growth can reaccelerate once it achieves profitability.Sea Limited has sufficient cash reserves to pay off the convertible notes.Investment ThesisSea Limited has come under much scrutiny in the past 2 years as the shift in focus from growth to profitability and macro headwinds have led to a massive growth decline across itsShopee and Garena units. While this is unfortunate, management has executed brilliantly so far to turn the company into an increasingly self-sufficient business in the near term.In this article, I attempt to dive deeper into itsQ3 2022 resultand provide an overall analysis of the earnings. Although I’d like to highlight that the management has explicitly stated that growth can reaccelerate after attaining profitability and that they have a sufficient cash reserve to pay off the convertible notes sitting on the balance sheet.GarenaSE 10-QSE 10-QGarena’s QAU and QPU continued to decline sequentially, as the management’s anticipation of its user base stabilizing did not materialize. The macro headwinds continue to be a headache, and it seems that there is more uncertainty lying ahead for Garena Free Fire. The key forward is to focus on launching new games, with games such asPrimitive EraandBlack Clover Mobilelaunching recently. While this indicates that management is working hard to reaccelerate Garena’s growth, it is important to recognize that the success of games is not guaranteed, and this is the bigger uncertainty for the business. As a result, this caused its adjusted EBITDA margin to further decline to 32.5% during the quarter.Additionally, management states that the expiry of the agreement with Riot Games will have no impact on Garena’s publishing business, and Garena is seeking other top-game developers for their publishing business.ShopeeSE 10-QSE 10-QShopee’s GMV grew 14% Y/Y and the number of orders grew 18% Y/Y, a continuous decline in the past couple of quarters. This is a result of management pulling back on its sales and marketing (“S&M”) expenses, exiting multiple markets, cutting costs aggressively (such as hiring), and lastly, the lower consumer discretionary spending. This is in contrast to Lazada (NYSE: BABA), as the number oforders declined Y/Yand they are also prioritizing profitability through increased monetization.While this does show that consumers continue to spend on Shopee in SEA, its GMV and number of orders are partially contributed by Shopee Brazil. In a tough macro environment, Shopee experienced a 36% Y/Y growth in the number of brands on the platform, indicating that Shopee is an increasingly important partner in growing its online revenue.SE 10-QThe more important portion is Shopee’s improvement in profitability. Its overall adjusted EBITDA loss per order continues to improve by 23.5% sequentially, and more specifically, Shopee Brazil’s loss per order improved by 27.5% sequentially during the quarter as compared to 6.6% in the last quarter. Moreover, Shopee is expected to attain profitability by FY23 instead of FY25 as previously guided by the management. This goes to show that the management has made great strides in pursuing profitability, which is impressive in my view. Once it attained self-sufficiency, growth can reaccelerate, although, the management is expecting flat or negative growth in certain metrics in the near term.SeaBankNote that I will be using “SeaBank” and “SeaMoney” interchangeably.SE 10-QSeaMoney’s loan receivables grew 46% from 4Q21 and 110% from 3Q21 to $2.2 billion. These are loans provided to customers whereby SeaMoney generates revenue by charging interest rates, and it has been growing quickly. In myprevious article, I showed that in Sep 2022, SeaBank Indonesia grew its loans and customer deposits by 111% Y/Y and 147% Y/Y, respectively, and the launch of ShopeePay in Brazil. During the earnings call, management stated that the credit business is profitable and cash flow positive, and it will be focusing on growing this business in Southeast Asia (“SEA”) and Brazil.Additionally, they have also said to diversify their source of funding for the credit business, which I believe is to seek third-party financing partners to reduce the capital required for the business and at the same time, reduce credit risk. Similar to Bank Jago (IDX: ARTO), SeaBank may utilize the data of its partners to help improve the non-performing loans and scale its lending. Readers who are unaware of SeaBank’s business model can head to mydeep diveinto the company.SE 10-QSE 10-QSE 10-QAs a result of its growing deposits and loan books, its Q3 2022 revenue grew 147% Y/Y, and it has been increasingly making up a bigger portion of its overall revenue at 10.4% this quarter. Management had also been deliberate in cutting down on S&M expenses and combined with its acceleration revenue growth, its adjusted EBITDA margin has improved massively to -20.7% during the quarter. This is compared to -40% in 2Q22 and -120.3% a year ago.Sufficient Cash Reserves To Pay off Convertible NotesSE 10-QOne of the biggest concerns about Sea Limited for investors is the cash burn rate, as they fear that the company does not have enough sufficient cash reserves to pay off convertible notes maturing in 2026. However, not only did the cash outflow slow in Q3 2022, but the management has also hinted that there are sufficient cash reserves to pay off the convertible notes:“We aim to continue to maintain a net cash position, after budgeting for the full retirement in cash of outstanding convertible bonds and assuming no external funding.”ConclusionOverall, this was a pretty decent quarter for Sea Limited, as we could see that they had made huge improvements on the road to profitability, particularly for Shopee. While that comes at a growth trade-off, management has indicated that Shopee can reaccelerate its growth after attaining profitability in FY23, which is pulled forward from FY25 as guided previously.Garena's results continue to be a concern as macro seems to have a longer-than-expected impact on its user base and its profitability as a result has been trending downwards over the past couple of quarters. Management has been working hard on its gaming pipelines, although the uncertainty lies in the successes of these new games and whether they could reaccelerate their growth in the future.SeaBank has been growing its top line really quickly and huge improvements were made on the bottom line as well. Furthermore, the overall credit business is profitable and is generating positive cash flow, and has been increasingly making up a larger proportion of its total revenue. I continue to believe that this can be a potential growth driver for Sea Limited.","news_type":1},"isVote":1,"tweetType":1,"viewCount":540,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9961126975,"gmtCreate":1668900422698,"gmtModify":1676538124572,"author":{"id":"3581665869451416","authorId":"3581665869451416","name":"Calvinq","avatar":"https://static.tigerbbs.com/3c005973d00b3597177b005554456e28","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581665869451416","authorIdStr":"3581665869451416"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$&nbsp;</a><v-v data-views=\"0\"></v-v>Anything above $3 will come down","listText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$&nbsp;</a><v-v data-views=\"0\"></v-v>Anything above $3 will come down","text":"$Grab Holdings(GRAB)$ Anything above $3 will come down","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9961126975","isVote":1,"tweetType":1,"viewCount":440,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9001448574,"gmtCreate":1641308473032,"gmtModify":1676533596029,"author":{"id":"3581665869451416","authorId":"3581665869451416","name":"Calvinq","avatar":"https://static.tigerbbs.com/3c005973d00b3597177b005554456e28","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581665869451416","authorIdStr":"3581665869451416"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SE\">$Sea Ltd(SE)$</a>According to a term sheet reviewed by Reuters, Tencent is selling at a price range of $208.00-$212.00 per share, bringing the total divestment to up to $3.1 billion.This may&nbsp;bring along more&nbsp;selling momentum..becareful catching a falling knife. I will look toadd if it dips below $195","listText":"<a href=\"https://ttm.financial/S/SE\">$Sea Ltd(SE)$</a>According to a term sheet reviewed by Reuters, Tencent is selling at a price range of $208.00-$212.00 per share, bringing the total divestment to up to $3.1 billion.This may&nbsp;bring along more&nbsp;selling momentum..becareful catching a falling knife. I will look toadd if it dips below $195","text":"$Sea Ltd(SE)$According to a term sheet reviewed by Reuters, Tencent is selling at a price range of $208.00-$212.00 per share, bringing the total divestment to up to $3.1 billion.This may bring along more selling momentum..becareful catching a falling knife. I will look toadd if it dips below $195","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":1587,"commentSize":362,"repostSize":3,"link":"https://ttm.financial/post/9001448574","isVote":1,"tweetType":1,"viewCount":31686,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4097794446240170","authorId":"4097794446240170","name":"slowpoke","avatar":"https://static.tigerbbs.com/0e88dc6bccb69d532eff024460ad4aa9","crmLevel":2,"crmLevelSwitch":0,"idStr":"4097794446240170","authorIdStr":"4097794446240170"},"content":"what changed to cause such fall, tencent divestment sea business?","text":"what changed to cause such fall, tencent divestment sea business?","html":"what changed to cause such fall, tencent divestment sea business?"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":141125884,"gmtCreate":1625842835948,"gmtModify":1703749763684,"author":{"id":"3581665869451416","authorId":"3581665869451416","name":"Calvinq","avatar":"https://static.tigerbbs.com/3c005973d00b3597177b005554456e28","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581665869451416","authorIdStr":"3581665869451416"},"themes":[],"htmlText":"Like comment pls. Collect &lt;$10","listText":"Like comment pls. Collect &lt;$10","text":"Like comment pls. Collect <$10","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":51,"commentSize":7,"repostSize":0,"link":"https://ttm.financial/post/141125884","repostId":"1161633079","repostType":4,"isVote":1,"tweetType":1,"viewCount":265,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":137029050,"gmtCreate":1622270948070,"gmtModify":1704182582382,"author":{"id":"3581665869451416","authorId":"3581665869451416","name":"Calvinq","avatar":"https://static.tigerbbs.com/3c005973d00b3597177b005554456e28","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581665869451416","authorIdStr":"3581665869451416"},"themes":[],"htmlText":"Like and comment pls. Cruise line the way to go","listText":"Like and comment pls. Cruise line the way to go","text":"Like and comment pls. Cruise line the way to go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":6,"repostSize":0,"link":"https://ttm.financial/post/137029050","repostId":"2138948877","repostType":4,"isVote":1,"tweetType":1,"viewCount":500,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3555199737903833","authorId":"3555199737903833","name":"Rocketupup","avatar":"https://static.tigerbbs.com/feac8c57fda8c223f1c0a55775d10484","crmLevel":7,"crmLevelSwitch":0,"idStr":"3555199737903833","authorIdStr":"3555199737903833"},"content":"Liked and commented","text":"Liked and commented","html":"Liked and commented"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":239632165707864,"gmtCreate":1699540705041,"gmtModify":1699540709403,"author":{"id":"3581665869451416","authorId":"3581665869451416","name":"Calvinq","avatar":"https://static.tigerbbs.com/3c005973d00b3597177b005554456e28","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581665869451416","authorIdStr":"3581665869451416"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$&nbsp;</a><v-v data-views=\"0\"></v-v>Overpriced and overhyped. Good to Short any rip on this stock&nbsp;","listText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$&nbsp;</a><v-v data-views=\"0\"></v-v>Overpriced and overhyped. Good to Short any rip on this stock&nbsp;","text":"$Grab Holdings(GRAB)$ Overpriced and overhyped. Good to Short any rip on this stock","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":6,"repostSize":0,"link":"https://ttm.financial/post/239632165707864","isVote":1,"tweetType":1,"viewCount":1908,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3583884958321017","authorId":"3583884958321017","name":"AnaiAnai","avatar":"https://static.tigerbbs.com/8b0d0d8e20a4082ac0bc6a98756546ec","crmLevel":1,"crmLevelSwitch":1,"idStr":"3583884958321017","authorIdStr":"3583884958321017"},"content":"You really short at current price 3.34?","text":"You really short at current price 3.34?","html":"You really short at current price 3.34?"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9035771532,"gmtCreate":1647706043778,"gmtModify":1676534259714,"author":{"id":"3581665869451416","authorId":"3581665869451416","name":"Calvinq","avatar":"https://static.tigerbbs.com/3c005973d00b3597177b005554456e28","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581665869451416","authorIdStr":"3581665869451416"},"themes":[],"htmlText":"Like pls. SE 🚀","listText":"Like pls. SE 🚀","text":"Like pls. SE 🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9035771532","repostId":"2220777059","repostType":4,"isVote":1,"tweetType":1,"viewCount":217,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9010722432,"gmtCreate":1648475868687,"gmtModify":1676534342456,"author":{"id":"3581665869451416","authorId":"3581665869451416","name":"Calvinq","avatar":"https://static.tigerbbs.com/3c005973d00b3597177b005554456e28","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581665869451416","authorIdStr":"3581665869451416"},"themes":[],"htmlText":"Like pls. RBLX 🚀","listText":"Like pls. RBLX 🚀","text":"Like pls. RBLX 🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/9010722432","repostId":"1170748161","repostType":4,"repost":{"id":"1170748161","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":1648475372,"share":"https://ttm.financial/m/news/1170748161?lang=&edition=full_marsco","pubTime":"2022-03-28 21:49","market":"us","language":"en","title":"Some meme Stocks Jumped in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1170748161","media":"Tiger Newspress","summary":"Some meme stocks jumped in morning trading. AMC, GameStop, Mind Medicine, SOS Ltd, Koss and ContextL","content":"<html><head></head><body><p>Some meme stocks jumped in morning trading. AMC, GameStop, Mind Medicine, SOS Ltd, Koss and ContextLogic climbed between 2% and 8%.</p><p><img src=\"https://static.tigerbbs.com/60535ac210d52a08c5f782c6019a5dcd\" tg-width=\"1079\" tg-height=\"2209\" width=\"100%\" height=\"auto\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Some meme Stocks Jumped in Morning Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSome meme Stocks Jumped in Morning Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-03-28 21:49</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Some meme stocks jumped in morning trading. AMC, GameStop, Mind Medicine, SOS Ltd, Koss and ContextLogic climbed between 2% and 8%.</p><p><img src=\"https://static.tigerbbs.com/60535ac210d52a08c5f782c6019a5dcd\" tg-width=\"1079\" tg-height=\"2209\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMC":"AMC院线","SOS":"SOS Limited","KOSS":"高斯电子","GME":"游戏驿站","MNMD":"Mind Medicine (MindMed) Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170748161","content_text":"Some meme stocks jumped in morning trading. AMC, GameStop, Mind Medicine, SOS Ltd, Koss and ContextLogic climbed between 2% and 8%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":172,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":171990668,"gmtCreate":1626701063154,"gmtModify":1703763580827,"author":{"id":"3581665869451416","authorId":"3581665869451416","name":"Calvinq","avatar":"https://static.tigerbbs.com/3c005973d00b3597177b005554456e28","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581665869451416","authorIdStr":"3581665869451416"},"themes":[],"htmlText":"Like comment pls. Buy the dip","listText":"Like comment pls. Buy the dip","text":"Like comment pls. Buy the dip","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/171990668","repostId":"1135910714","repostType":4,"isVote":1,"tweetType":1,"viewCount":278,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9037193891,"gmtCreate":1648045449487,"gmtModify":1676534296539,"author":{"id":"3581665869451416","authorId":"3581665869451416","name":"Calvinq","avatar":"https://static.tigerbbs.com/3c005973d00b3597177b005554456e28","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581665869451416","authorIdStr":"3581665869451416"},"themes":[],"htmlText":"Like pls. RIVN 🚀","listText":"Like pls. RIVN 🚀","text":"Like pls. RIVN 🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9037193891","repostId":"1110259162","repostType":4,"repost":{"id":"1110259162","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":1648044715,"share":"https://ttm.financial/m/news/1110259162?lang=&edition=full_marsco","pubTime":"2022-03-23 22:11","market":"us","language":"en","title":"EV Stocks Slid in Morning Trading, with Rivian,Nio and Xpeng Falling Over 3%","url":"https://stock-news.laohu8.com/highlight/detail?id=1110259162","media":"Tiger Newspress","summary":"EV stocks slid in morning trading, with Rivian,Nio and Xpeng falling over 3%.","content":"<html><head></head><body><p>EV stocks slid in morning trading, with Rivian,Nio and Xpeng falling over 3%.<img src=\"https://static.tigerbbs.com/61035c51e14fd720755e7e763edff215\" tg-width=\"317\" tg-height=\"245\" width=\"100%\" height=\"auto\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>EV Stocks Slid in Morning Trading, with Rivian,Nio and Xpeng Falling Over 3%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nEV Stocks Slid in Morning Trading, with Rivian,Nio and Xpeng Falling Over 3%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-03-23 22:11</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>EV stocks slid in morning trading, with Rivian,Nio and Xpeng falling over 3%.<img src=\"https://static.tigerbbs.com/61035c51e14fd720755e7e763edff215\" tg-width=\"317\" tg-height=\"245\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RIVN":"Rivian Automotive, Inc.","XPEV":"小鹏汽车","NIO":"蔚来"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110259162","content_text":"EV stocks slid in morning trading, with Rivian,Nio and Xpeng falling over 3%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":369,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9007315161,"gmtCreate":1642774055059,"gmtModify":1676533744624,"author":{"id":"3581665869451416","authorId":"3581665869451416","name":"Calvinq","avatar":"https://static.tigerbbs.com/3c005973d00b3597177b005554456e28","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581665869451416","authorIdStr":"3581665869451416"},"themes":[],"htmlText":"Like pls. PTON 🚀","listText":"Like pls. PTON 🚀","text":"Like pls. PTON 🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9007315161","repostId":"1120296324","repostType":4,"isVote":1,"tweetType":1,"viewCount":308,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":154832265,"gmtCreate":1625495820957,"gmtModify":1703742707338,"author":{"id":"3581665869451416","authorId":"3581665869451416","name":"Calvinq","avatar":"https://static.tigerbbs.com/3c005973d00b3597177b005554456e28","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581665869451416","authorIdStr":"3581665869451416"},"themes":[],"htmlText":"Like comment pls. Have a good break","listText":"Like comment pls. Have a good break","text":"Like comment pls. Have a good break","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/154832265","repostId":"1109703914","repostType":4,"isVote":1,"tweetType":1,"viewCount":262,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":817699430,"gmtCreate":1630937849520,"gmtModify":1676530424765,"author":{"id":"3581665869451416","authorId":"3581665869451416","name":"Calvinq","avatar":"https://static.tigerbbs.com/3c005973d00b3597177b005554456e28","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581665869451416","authorIdStr":"3581665869451416"},"themes":[],"htmlText":"Like comment pls. HD ?","listText":"Like comment pls. HD ?","text":"Like comment pls. HD ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/817699430","repostId":"1143325200","repostType":4,"repost":{"id":"1143325200","kind":"news","pubTimestamp":1630882610,"share":"https://ttm.financial/m/news/1143325200?lang=&edition=full_marsco","pubTime":"2021-09-06 06:56","market":"us","language":"en","title":"GameStop, Moderna, Home Depot, Kroger, and Other Stocks for Investors to Watch This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1143325200","media":"Barrons","summary":"U.S. stock and bond markets are closed on Monday for Labor Day. The holiday-shortened week then feat","content":"<p>U.S. stock and bond markets are closed on Monday for Labor Day. The holiday-shortened week then features several notable company updates and economic data releases.</p>\n<p>GameStop and Lululemon Athletica release quarterly results on Wednesday, followed by International Paper on Thursday and Kroger on Friday. Analog Devices—fresh off of its&nbsp;$21 billion acquisition of Maxim Integrated Products—will host an investor day on Wednesday. Moderna, Danaher, and Home Depot managements will also speak with investors on Thursday. Finally, Albemarle&nbsp;hosts&nbsp;an investor day on Friday.</p>\n<p>The economic data highlight of the week will be Friday’s August producer price index from the Bureau of Labor Statistics. Economists’ consensus estimate is for a 0.6% monthly rise in the headline index, and a 0.5% increase for the core PPI—which leaves out more volatile food and energy prices. Both the core and headline indexes rose 1% in July. The August consumer price index will be out the following week, on Sept. 14.</p>\n<p>On Tuesday, the Federal Reserve will release its latest beige book, full of updates on economic, hiring, and business conditions in each of the dozen central bank districts. The European Central Bank also announces a monetary-policy decision on Thursday, but is widely expected to hold its target interest rate at its current level of negative 0.5%.</p>\n<p><b>Monday 9/6</b></p>\n<p>Stock and fixed-income markets are closed in observance of Labor Day.</p>\n<p><b>Tuesday 9/7</b></p>\n<p>Casey’s General Stores and Coupa Software announce earnings.</p>\n<p><b>Wednesday 9/8</b></p>\n<p>Copart, GameStop, and Lululemon Athletica release quarterly results.</p>\n<p>Analog Devices hosts a conference call to discuss its capital-allocation plans and update its outlook for fiscal 2021. The company recently closed its $21 billion acquisition of Maxim Integrated Products.</p>\n<p>Global Payments, Johnson Controls International, and ResMed hold virtual investor days.</p>\n<p>The Bureau of Labor Statistics releases the Job Openings and Labor Turnover Survey. Consensus estimate is for 10 million job openings on the last business day of July. In June, there were 10.1 million openings, the fourth consecutive monthly record.</p>\n<p>The Federal Reserve reports consumer credit data for July. Total outstanding consumer debt increased by $37.7 billion to a record $4.32 trillion in June. For the second quarter, consumer credit rose at a seasonally adjusted annual rate of 8.8%, reflecting pent-up demand.</p>\n<p>The Federal Reserve releases the beige book for the sixth of eight times this year. The report summarizes current economic conditions among the 12 Federal Reserve districts.</p>\n<p><b>Thursday 9/9</b></p>\n<p>Home Depot hosts a conference call to discuss its ESG strategy, led by Ron Jarvis, the company’s chief sustainability officer.</p>\n<p>Moderna hosts its fifth annual R&amp;D day to discuss vaccines in the company’s pipeline. CEO Stéphane Bancel will be among the presenters.</p>\n<p>Danaher holds an investor and analyst meeting, hosted by its CEO Rainer Blair.</p>\n<p>International Paper, Synchrony Financial, and Willis Towers Watson hold investor days.</p>\n<p>The European Central Bank announces its monetary-policy decision. The ECB is expected to keep its key interest rate unchanged at minus 0.5%.</p>\n<p>The Department of Labor reports initial jobless claims for the week ending on Sept. 4. In August, claims averaged 355,000 a week, the lowest since the pandemic’s onset. This will also be the last week that the extra $300 from federal enhanced unemployment benefits is available. They are set to expire by Sept. 6.</p>\n<p><b>Friday 9/10</b></p>\n<p>The BLS reports the producer price index for August. Economists forecast a 0.6% monthly rise along with a 0.5% increase for the core PPI, which excludes volatile food and energy prices. Both jumped 1% in July.</p>\n<p>Kroger holds a conference calls to discuss earnings.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>GameStop, Moderna, Home Depot, Kroger, 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\">\nGameStop, Moderna, Home Depot, Kroger, and Other Stocks for Investors to Watch This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-06 06:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/gamestop-moderna-home-depot-kroger-and-other-stocks-for-investors-to-watch-this-week-51630853023?mod=hp_LATEST><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>U.S. stock and bond markets are closed on Monday for Labor Day. The holiday-shortened week then features several notable company updates and economic data releases.\nGameStop and Lululemon Athletica ...</p>\n\n<a href=\"https://www.barrons.com/articles/gamestop-moderna-home-depot-kroger-and-other-stocks-for-investors-to-watch-this-week-51630853023?mod=hp_LATEST\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MRNA":"Moderna, Inc.",".DJI":"道琼斯","HD":"家得宝",".IXIC":"NASDAQ Composite","KR":"克罗格","GME":"游戏驿站",".SPX":"S&P 500 Index"},"source_url":"https://www.barrons.com/articles/gamestop-moderna-home-depot-kroger-and-other-stocks-for-investors-to-watch-this-week-51630853023?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143325200","content_text":"U.S. stock and bond markets are closed on Monday for Labor Day. The holiday-shortened week then features several notable company updates and economic data releases.\nGameStop and Lululemon Athletica release quarterly results on Wednesday, followed by International Paper on Thursday and Kroger on Friday. Analog Devices—fresh off of its $21 billion acquisition of Maxim Integrated Products—will host an investor day on Wednesday. Moderna, Danaher, and Home Depot managements will also speak with investors on Thursday. Finally, Albemarle hosts an investor day on Friday.\nThe economic data highlight of the week will be Friday’s August producer price index from the Bureau of Labor Statistics. Economists’ consensus estimate is for a 0.6% monthly rise in the headline index, and a 0.5% increase for the core PPI—which leaves out more volatile food and energy prices. Both the core and headline indexes rose 1% in July. The August consumer price index will be out the following week, on Sept. 14.\nOn Tuesday, the Federal Reserve will release its latest beige book, full of updates on economic, hiring, and business conditions in each of the dozen central bank districts. The European Central Bank also announces a monetary-policy decision on Thursday, but is widely expected to hold its target interest rate at its current level of negative 0.5%.\nMonday 9/6\nStock and fixed-income markets are closed in observance of Labor Day.\nTuesday 9/7\nCasey’s General Stores and Coupa Software announce earnings.\nWednesday 9/8\nCopart, GameStop, and Lululemon Athletica release quarterly results.\nAnalog Devices hosts a conference call to discuss its capital-allocation plans and update its outlook for fiscal 2021. The company recently closed its $21 billion acquisition of Maxim Integrated Products.\nGlobal Payments, Johnson Controls International, and ResMed hold virtual investor days.\nThe Bureau of Labor Statistics releases the Job Openings and Labor Turnover Survey. Consensus estimate is for 10 million job openings on the last business day of July. In June, there were 10.1 million openings, the fourth consecutive monthly record.\nThe Federal Reserve reports consumer credit data for July. Total outstanding consumer debt increased by $37.7 billion to a record $4.32 trillion in June. For the second quarter, consumer credit rose at a seasonally adjusted annual rate of 8.8%, reflecting pent-up demand.\nThe Federal Reserve releases the beige book for the sixth of eight times this year. The report summarizes current economic conditions among the 12 Federal Reserve districts.\nThursday 9/9\nHome Depot hosts a conference call to discuss its ESG strategy, led by Ron Jarvis, the company’s chief sustainability officer.\nModerna hosts its fifth annual R&D day to discuss vaccines in the company’s pipeline. CEO Stéphane Bancel will be among the presenters.\nDanaher holds an investor and analyst meeting, hosted by its CEO Rainer Blair.\nInternational Paper, Synchrony Financial, and Willis Towers Watson hold investor days.\nThe European Central Bank announces its monetary-policy decision. The ECB is expected to keep its key interest rate unchanged at minus 0.5%.\nThe Department of Labor reports initial jobless claims for the week ending on Sept. 4. In August, claims averaged 355,000 a week, the lowest since the pandemic’s onset. This will also be the last week that the extra $300 from federal enhanced unemployment benefits is available. They are set to expire by Sept. 6.\nFriday 9/10\nThe BLS reports the producer price index for August. Economists forecast a 0.6% monthly rise along with a 0.5% increase for the core PPI, which excludes volatile food and energy prices. Both jumped 1% in July.\nKroger holds a conference calls to discuss earnings.","news_type":1},"isVote":1,"tweetType":1,"viewCount":283,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":897557720,"gmtCreate":1628948901560,"gmtModify":1676529898403,"author":{"id":"3581665869451416","authorId":"3581665869451416","name":"Calvinq","avatar":"https://static.tigerbbs.com/3c005973d00b3597177b005554456e28","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581665869451416","authorIdStr":"3581665869451416"},"themes":[],"htmlText":"TSLA ?","listText":"TSLA ?","text":"TSLA ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/897557720","repostId":"2159321505","repostType":4,"isVote":1,"tweetType":1,"viewCount":232,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":183668181,"gmtCreate":1623329094643,"gmtModify":1704200983312,"author":{"id":"3581665869451416","authorId":"3581665869451416","name":"Calvinq","avatar":"https://static.tigerbbs.com/3c005973d00b3597177b005554456e28","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581665869451416","authorIdStr":"3581665869451416"},"themes":[],"htmlText":"Like comment pls. AEMD ?","listText":"Like comment pls. AEMD ?","text":"Like comment pls. AEMD ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/183668181","repostId":"1141800952","repostType":4,"isVote":1,"tweetType":1,"viewCount":230,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3575606306400947","authorId":"3575606306400947","name":"Denn205","avatar":"https://static.tigerbbs.com/2d2f59642eabe148cd6384a0ce937629","crmLevel":3,"crmLevelSwitch":0,"idStr":"3575606306400947","authorIdStr":"3575606306400947"},"content":"ResponSe mY comment tq","text":"ResponSe mY comment tq","html":"ResponSe mY comment tq"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9090240952,"gmtCreate":1643207436657,"gmtModify":1676533785072,"author":{"id":"3581665869451416","authorId":"3581665869451416","name":"Calvinq","avatar":"https://static.tigerbbs.com/3c005973d00b3597177b005554456e28","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581665869451416","authorIdStr":"3581665869451416"},"themes":[],"htmlText":"Like pls. NFLX 🚀","listText":"Like pls. NFLX 🚀","text":"Like pls. NFLX 🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/9090240952","repostId":"2206862627","repostType":4,"repost":{"id":"2206862627","kind":"highlight","pubTimestamp":1643204896,"share":"https://ttm.financial/m/news/2206862627?lang=&edition=full_marsco","pubTime":"2022-01-26 21:48","market":"us","language":"en","title":"I'm Buying These 3 Resilient Stocks During a Bear Market","url":"https://stock-news.laohu8.com/highlight/detail?id=2206862627","media":"Motley Fool","summary":"Buy the best when America is on sale.","content":"<html><head></head><body><p>Bear markets feel very unnerving to live through, but fortunately, the bear doesn&#39;t stick around long. Stocks crash and then rebound, and those rebounds happen as suddenly as when the market falls. It&#39;s best to know ahead of time what you want to buy so you don&#39;t miss out on the best deals you will ever see.</p><p>Here are three great companies I would love to buy at lower prices.</p><h2>1. Costco</h2><p>Selling everyday essentials at low prices makes <b>Costco Wholesale</b> (NASDAQ:COST) a resilient business for all economic environments. Everyone loves value, so Costco memberships stay in demand even during recessions. During the 2009 recession, Costco sales dipped only slightly from $71 billion to $70 billion, but gold star memberships increased 6% during Costco&#39;s fiscal 2009. This is the ideal kind of business I want to buy when market pessimism is at its peak.</p><p>Gold star memberships have more than doubled since 2009 to 50.2 million in fiscal 2021. Costco still has opportunities to expand internationally and grow its e-commerce business, where comparable online sales grew 44% last year.</p><p>Costco shares are still too expensive for my value preferences after the recent dip, but it&#39;s the first stock I will look to buy if America goes on sale again.</p><h2>2. Netflix</h2><p>Shares of <b>Netflix</b> (NASDAQ:NFLX) plummeted after its recent earnings report. Net subscriber additions were just shy of management&#39;s forecast, but Netflix has been here before. What I like is that Netflix is an almost indispensable form of entertainment that continues to look well-positioned for long-term growth.</p><p>Netflix&#39;s something-for-everyone content strategy has gained 221 million subscribers globally, but we&#39;re still in the early innings of where streaming media is headed over the next 30 years. With the massive lead it has in viewers and content investment, it&#39;s difficult to imagine a world without Netflix.</p><p>Subscriptions might slow when the economy is weak, but Netflix&#39;s recurring revenue stream would help me sleep well no matter how the stock market is performing. Plus, with the company&#39;s free cash flow improving, Netflix will have more cash to grow its content budget and maintain its lead in streaming.</p><h2>3. Berkshire Hathaway</h2><p>When the markets are crashing, Warren Buffett&#39;s <b>Berkshire Hathaway</b> (NYSE:BRK.A) (NYSE:BRK.B) is a no-brainer stock to buy. It&#39;s the greatest collection of businesses and management talent ever assembled under <a href=\"https://laohu8.com/S/AONE.U\">one</a> corporate roof.</p><p>There&#39;s a reason investors view Berkshire Hathaway as a good hedge against the volatility of growth stocks. Berkshire is highly diversified across many industries. Its most valuable assets are found among a variety of insurance and energy businesses, and include Burlington Northern Sante Fe (the largest railroad operation by freight volume) and a $310 billion equity portfolio headlined by a $128 billion stake in <b>Apple</b> based on market values through the third quarter.</p><p>Altogether, Berkshire Hathaway&#39;s various subsidiaries spanning Fruit of the Loom underwear to railroads generated $346 billion in trailing-12-month revenue through Q3. Most importantly, Buffett has $144 billion of cash to swing at a fat pitch in the next bear market.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>I'm Buying These 3 Resilient Stocks During a Bear 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\">\nI'm Buying These 3 Resilient Stocks During a Bear Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-26 21:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/01/26/buying-these-resilient-stocks-during-bear-market/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Bear markets feel very unnerving to live through, but fortunately, the bear doesn't stick around long. Stocks crash and then rebound, and those rebounds happen as suddenly as when the market falls. It...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/26/buying-these-resilient-stocks-during-bear-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.fool.com/investing/2022/01/26/buying-these-resilient-stocks-during-bear-market/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2206862627","content_text":"Bear markets feel very unnerving to live through, but fortunately, the bear doesn't stick around long. Stocks crash and then rebound, and those rebounds happen as suddenly as when the market falls. It's best to know ahead of time what you want to buy so you don't miss out on the best deals you will ever see.Here are three great companies I would love to buy at lower prices.1. CostcoSelling everyday essentials at low prices makes Costco Wholesale (NASDAQ:COST) a resilient business for all economic environments. Everyone loves value, so Costco memberships stay in demand even during recessions. During the 2009 recession, Costco sales dipped only slightly from $71 billion to $70 billion, but gold star memberships increased 6% during Costco's fiscal 2009. This is the ideal kind of business I want to buy when market pessimism is at its peak.Gold star memberships have more than doubled since 2009 to 50.2 million in fiscal 2021. Costco still has opportunities to expand internationally and grow its e-commerce business, where comparable online sales grew 44% last year.Costco shares are still too expensive for my value preferences after the recent dip, but it's the first stock I will look to buy if America goes on sale again.2. NetflixShares of Netflix (NASDAQ:NFLX) plummeted after its recent earnings report. Net subscriber additions were just shy of management's forecast, but Netflix has been here before. What I like is that Netflix is an almost indispensable form of entertainment that continues to look well-positioned for long-term growth.Netflix's something-for-everyone content strategy has gained 221 million subscribers globally, but we're still in the early innings of where streaming media is headed over the next 30 years. With the massive lead it has in viewers and content investment, it's difficult to imagine a world without Netflix.Subscriptions might slow when the economy is weak, but Netflix's recurring revenue stream would help me sleep well no matter how the stock market is performing. Plus, with the company's free cash flow improving, Netflix will have more cash to grow its content budget and maintain its lead in streaming.3. Berkshire HathawayWhen the markets are crashing, Warren Buffett's Berkshire Hathaway (NYSE:BRK.A) (NYSE:BRK.B) is a no-brainer stock to buy. It's the greatest collection of businesses and management talent ever assembled under one corporate roof.There's a reason investors view Berkshire Hathaway as a good hedge against the volatility of growth stocks. Berkshire is highly diversified across many industries. Its most valuable assets are found among a variety of insurance and energy businesses, and include Burlington Northern Sante Fe (the largest railroad operation by freight volume) and a $310 billion equity portfolio headlined by a $128 billion stake in Apple based on market values through the third quarter.Altogether, Berkshire Hathaway's various subsidiaries spanning Fruit of the Loom underwear to railroads generated $346 billion in trailing-12-month revenue through Q3. Most importantly, Buffett has $144 billion of cash to swing at a fat pitch in the next bear market.","news_type":1},"isVote":1,"tweetType":1,"viewCount":449,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9090155059,"gmtCreate":1643124443738,"gmtModify":1676533776456,"author":{"id":"3581665869451416","authorId":"3581665869451416","name":"Calvinq","avatar":"https://static.tigerbbs.com/3c005973d00b3597177b005554456e28","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581665869451416","authorIdStr":"3581665869451416"},"themes":[],"htmlText":"Like pls. SHOP 🚀","listText":"Like pls. SHOP 🚀","text":"Like pls. SHOP 🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9090155059","repostId":"2206351468","repostType":4,"isVote":1,"tweetType":1,"viewCount":454,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":811432955,"gmtCreate":1630335311777,"gmtModify":1676530274206,"author":{"id":"3581665869451416","authorId":"3581665869451416","name":"Calvinq","avatar":"https://static.tigerbbs.com/3c005973d00b3597177b005554456e28","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581665869451416","authorIdStr":"3581665869451416"},"themes":[],"htmlText":"Like comment pls. BNB ?","listText":"Like comment pls. BNB ?","text":"Like comment pls. BNB ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/811432955","repostId":"1175518391","repostType":4,"repost":{"id":"1175518391","kind":"news","pubTimestamp":1630331966,"share":"https://ttm.financial/m/news/1175518391?lang=&edition=full_marsco","pubTime":"2021-08-30 21:59","market":"fut","language":"en","title":"Here's why this billionaire investor predicts cryptocurrencies will 'go to zero'","url":"https://stock-news.laohu8.com/highlight/detail?id=1175518391","media":"Thestreet","summary":"Billionaire investor John Paulson had harsh words for cryptocurrencies Monday, calling digital curre","content":"<p>Billionaire investor John Paulson had harsh words for cryptocurrencies Monday, calling digital currencies \"a limited supply of nothing.\"</p>\n<p>Paulson,&nbsp;co-founder of Carlyle Group who became famous in 2007 by shorting the US housing market,&nbsp;made the comments to “Bloomberg Wealth with David Rubenstein,\" adding that cryptocurrencies are a bubble that will \"eventually prove to be worthless.”</p>\n<p>\"I would describe them as a limited supply of nothing,\" he said. \"There’s no intrinsic value to any of the cryptocurrencies except that there’s a limited amount.\"</p>\n<p>\"Once the exuberance wears off, or liquidity dries up, they will go to zero,\" he added. \"I wouldn’t recommend anyone invest in cryptocurrencies.\"</p>\n<p>Bitcoin was off nearly 1% to $47,818 on Monday, according to CoinDesk, but it sill holding on to a year-to-date gain of 65.5%, while Ethereum was down slightly at $3,179 and Dogecoin was off marginally at 27 cents each.</p>\n<p>James Edwards, cryptocurrency specialist at&nbsp;Finder, said \"Bitcoin is taking a back seat right now as the competition between layer-1 protocols like Cardano, Solana and Avalanche heats up.\"</p>\n<p>\"Bitcoin is likely to hover around psychological resistance at $50,000 until a catalyst event stimulates the next wave of buying,\" he said.</p>\n<p>Markets are still focused on the public narrative right now, Edwards added, \"so if there is no major news event such as another major tech company adding Bitcoin to their balance sheet, then I wouldn't be surprised to see it retrace as low as $43,000, based on previous market cycles.\"</p>\n<p>In other cryptocurrency news,&nbsp;Citigroup&nbsp;(<b>C</b>) -Get Citigroup Inc. Report&nbsp;said last week it was considering offering bitcoin futures trading for some institutional clients, citing increased demand in the cryptocurrency space.</p>\n<p>Cryptocurrency analysts noted that governments around the world are stepping up their efforts to regulated cryptocurrencies.</p>\n<p>Winston Ma, a former managing director and head of North America at China Investment Corp., said Canada has been enforcing a tightened regime for cryptocurrency exchanges in recent months.</p>\n<p>He noted that the Ontario Securities Commission has barred a pair of trading platforms that offer crypto services from trading the popular stablecoin Tether, according to regulatory documents.</p>\n<p>\"It seems that Canada is joining the US and China, the two largest crypto markets and also the two most powerful regulatory enforcers, in taking regulatory actions against stablecoins like Tether,\" said Ma.,&nbsp;author of \"The Digital War - How China’s Tech Power Shapes the Future of AI, Blockchain and Cyberspace.\"</p>\n<p>While the major economies of the world don’t agree on much these days. Ma said \"there’s one issue on which both superpowers see eye to eye: the regulation of 'stablecoins'”.</p>\n<p>David Lesperance, managing partner of immigration and tax adviser withLesperance &amp; Associates, said \"those with undisclosed cryptocurrency are facing a cross-roads.\"</p>\n<p>They can either retain expert counsel to do a tax efficient disclosure to bring themselves in compliance, or \"condemn yourself to playing hide and seek with a tax authority who has unlimited time and resources and is joined globally by other tax authorities who can also out you.\"</p>\n<p>For those who had previously chosen \"Path B\" because they thought they could hide behind \"mixers\",&nbsp;Lesperance said, they should note the case of Larry Dean Harmon.</p>\n<p>Harmon,&nbsp;38, of Akron, Ohio,&nbsp;ran a mixer called Helix, which federal investigators said&nbsp;allowed customers for a fee, to send bitcoin to designated recipients in a manner that was designed to conceal the source or owner of the bitcoin</p>\n<p>\"Harmon pleaded guilty recently&nbsp;conspiracy to launder monetary instruments,\"&nbsp;Lesperance said.&nbsp;\"Facing up to 20 years in prison, it is reasonable to think that his records are a major bargaining chip in his sentencing negotiations.\"</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>Here's why this billionaire investor predicts cryptocurrencies will 'go to zero'</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\">\nHere's why this billionaire investor predicts cryptocurrencies will 'go to zero'\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-30 21:59 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/investing/cryptocurrency-price-check-paulson-calls-crypto-worthless-bubble?puc=yahoo&cm_ven=YAHOO><strong>Thestreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Billionaire investor John Paulson had harsh words for cryptocurrencies Monday, calling digital currencies \"a limited supply of nothing.\"\nPaulson, co-founder of Carlyle Group who became famous in 2007 ...</p>\n\n<a href=\"https://www.thestreet.com/investing/cryptocurrency-price-check-paulson-calls-crypto-worthless-bubble?puc=yahoo&cm_ven=YAHOO\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"COIN":"Coinbase Global, Inc."},"source_url":"https://www.thestreet.com/investing/cryptocurrency-price-check-paulson-calls-crypto-worthless-bubble?puc=yahoo&cm_ven=YAHOO","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175518391","content_text":"Billionaire investor John Paulson had harsh words for cryptocurrencies Monday, calling digital currencies \"a limited supply of nothing.\"\nPaulson, co-founder of Carlyle Group who became famous in 2007 by shorting the US housing market, made the comments to “Bloomberg Wealth with David Rubenstein,\" adding that cryptocurrencies are a bubble that will \"eventually prove to be worthless.”\n\"I would describe them as a limited supply of nothing,\" he said. \"There’s no intrinsic value to any of the cryptocurrencies except that there’s a limited amount.\"\n\"Once the exuberance wears off, or liquidity dries up, they will go to zero,\" he added. \"I wouldn’t recommend anyone invest in cryptocurrencies.\"\nBitcoin was off nearly 1% to $47,818 on Monday, according to CoinDesk, but it sill holding on to a year-to-date gain of 65.5%, while Ethereum was down slightly at $3,179 and Dogecoin was off marginally at 27 cents each.\nJames Edwards, cryptocurrency specialist at Finder, said \"Bitcoin is taking a back seat right now as the competition between layer-1 protocols like Cardano, Solana and Avalanche heats up.\"\n\"Bitcoin is likely to hover around psychological resistance at $50,000 until a catalyst event stimulates the next wave of buying,\" he said.\nMarkets are still focused on the public narrative right now, Edwards added, \"so if there is no major news event such as another major tech company adding Bitcoin to their balance sheet, then I wouldn't be surprised to see it retrace as low as $43,000, based on previous market cycles.\"\nIn other cryptocurrency news, Citigroup (C) -Get Citigroup Inc. Report said last week it was considering offering bitcoin futures trading for some institutional clients, citing increased demand in the cryptocurrency space.\nCryptocurrency analysts noted that governments around the world are stepping up their efforts to regulated cryptocurrencies.\nWinston Ma, a former managing director and head of North America at China Investment Corp., said Canada has been enforcing a tightened regime for cryptocurrency exchanges in recent months.\nHe noted that the Ontario Securities Commission has barred a pair of trading platforms that offer crypto services from trading the popular stablecoin Tether, according to regulatory documents.\n\"It seems that Canada is joining the US and China, the two largest crypto markets and also the two most powerful regulatory enforcers, in taking regulatory actions against stablecoins like Tether,\" said Ma., author of \"The Digital War - How China’s Tech Power Shapes the Future of AI, Blockchain and Cyberspace.\"\nWhile the major economies of the world don’t agree on much these days. Ma said \"there’s one issue on which both superpowers see eye to eye: the regulation of 'stablecoins'”.\nDavid Lesperance, managing partner of immigration and tax adviser withLesperance & Associates, said \"those with undisclosed cryptocurrency are facing a cross-roads.\"\nThey can either retain expert counsel to do a tax efficient disclosure to bring themselves in compliance, or \"condemn yourself to playing hide and seek with a tax authority who has unlimited time and resources and is joined globally by other tax authorities who can also out you.\"\nFor those who had previously chosen \"Path B\" because they thought they could hide behind \"mixers\", Lesperance said, they should note the case of Larry Dean Harmon.\nHarmon, 38, of Akron, Ohio, ran a mixer called Helix, which federal investigators said allowed customers for a fee, to send bitcoin to designated recipients in a manner that was designed to conceal the source or owner of the bitcoin\n\"Harmon pleaded guilty recently conspiracy to launder monetary instruments,\" Lesperance said. \"Facing up to 20 years in prison, it is reasonable to think that his records are a major bargaining chip in his sentencing negotiations.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":342,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":838606216,"gmtCreate":1629388380735,"gmtModify":1676530026751,"author":{"id":"3581665869451416","authorId":"3581665869451416","name":"Calvinq","avatar":"https://static.tigerbbs.com/3c005973d00b3597177b005554456e28","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581665869451416","authorIdStr":"3581665869451416"},"themes":[],"htmlText":"Like comment pls. NFLX ?","listText":"Like comment pls. NFLX ?","text":"Like comment pls. NFLX ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/838606216","repostId":"1102855434","repostType":4,"isVote":1,"tweetType":1,"viewCount":423,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":172203496,"gmtCreate":1626961323115,"gmtModify":1703481417048,"author":{"id":"3581665869451416","authorId":"3581665869451416","name":"Calvinq","avatar":"https://static.tigerbbs.com/3c005973d00b3597177b005554456e28","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581665869451416","authorIdStr":"3581665869451416"},"themes":[],"htmlText":"Like comment pls. NVAX ?","listText":"Like comment pls. NVAX ?","text":"Like comment pls. NVAX ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/172203496","repostId":"1170462111","repostType":4,"isVote":1,"tweetType":1,"viewCount":344,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":143037289,"gmtCreate":1625752166641,"gmtModify":1703747834604,"author":{"id":"3581665869451416","authorId":"3581665869451416","name":"Calvinq","avatar":"https://static.tigerbbs.com/3c005973d00b3597177b005554456e28","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581665869451416","authorIdStr":"3581665869451416"},"themes":[],"htmlText":"Like comment pls. COIN ?","listText":"Like comment pls. COIN ?","text":"Like comment pls. COIN ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/143037289","repostId":"1131221611","repostType":4,"isVote":1,"tweetType":1,"viewCount":450,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9961126639,"gmtCreate":1668900460121,"gmtModify":1676538124583,"author":{"id":"3581665869451416","authorId":"3581665869451416","name":"Calvinq","avatar":"https://static.tigerbbs.com/3c005973d00b3597177b005554456e28","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581665869451416","authorIdStr":"3581665869451416"},"themes":[],"htmlText":"SEA 🚀","listText":"SEA 🚀","text":"SEA 🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9961126639","repostId":"1143890380","repostType":4,"repost":{"id":"1143890380","kind":"news","pubTimestamp":1668822759,"share":"https://ttm.financial/m/news/1143890380?lang=&edition=full_marsco","pubTime":"2022-11-19 09:52","market":"us","language":"en","title":"Sea Limited: Profitability May Be Around The Corner","url":"https://stock-news.laohu8.com/highlight/detail?id=1143890380","media":"Seeking Alpha","summary":"SummaryFurther uncertainty for Sea Limited's Garena as its QAU did not stabilize as expected. New ga","content":"<html><head></head><body><h3>Summary</h3><ul><li>Further uncertainty for Sea Limited&#39;s Garena as its QAU did not stabilize as expected. New games were launched in recent months.</li><li>Shopee’s race to profitability has accelerated as shown in the material improvements in unit economics, and they are expected to be profitable by FY23.</li><li>SeaBank&#39;s credit business is growing strongly and its overall credit business is profitable and cash flow positive. Its revenue now makes up 10.4% of its overall revenue.</li><li>Execution has been on point in attaining profitability although that resulted in declining growth in FY22. Management believes growth can reaccelerate once it achieves profitability.</li><li>Sea Limited has sufficient cash reserves to pay off the convertible notes.</li></ul><h3>Investment Thesis</h3><p><a href=\"https://laohu8.com/S/SE\">Sea Limited</a> has come under much scrutiny in the past 2 years as the shift in focus from growth to profitability and macro headwinds have led to a massive growth decline across itsShopee and Garena units. While this is unfortunate, management has executed brilliantly so far to turn the company into an increasingly self-sufficient business in the near term.</p><p>In this article, I attempt to dive deeper into itsQ3 2022 resultand provide an overall analysis of the earnings. Although I’d like to highlight that the management has explicitly stated that growth can reaccelerate after attaining profitability and that they have a sufficient cash reserve to pay off the convertible notes sitting on the balance sheet.</p><h3>Garena<img src=\"https://static.tigerbbs.com/ab8fe0ed7909a98b7fdf0b930bc362df\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/></h3><p>SE 10-Q</p><p><img src=\"https://static.tigerbbs.com/8386bb1c95c3d5300e1fe0f371528199\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/></p><p>SE 10-Q</p><p>Garena’s QAU and QPU continued to decline sequentially, as the management’s anticipation of its user base stabilizing did not materialize. The macro headwinds continue to be a headache, and it seems that there is more uncertainty lying ahead for Garena Free Fire. The key forward is to focus on launching new games, with games such asPrimitive EraandBlack Clover Mobilelaunching recently. While this indicates that management is working hard to reaccelerate Garena’s growth, it is important to recognize that the success of games is not guaranteed, and this is the bigger uncertainty for the business. As a result, this caused its adjusted EBITDA margin to further decline to 32.5% during the quarter.</p><p>Additionally, management states that the expiry of the agreement with Riot Games will have no impact on Garena’s publishing business, and Garena is seeking other top-game developers for their publishing business.</p><p>Shopee<img src=\"https://static.tigerbbs.com/79b7f33be279fa015f52addd35b55d96\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/>SE 10-Q<img src=\"https://static.tigerbbs.com/6aaff49a0ba8c901eadda2b7cf01a391\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/>SE 10-Q</p><p>Shopee’s GMV grew 14% Y/Y and the number of orders grew 18% Y/Y, a continuous decline in the past couple of quarters. This is a result of management pulling back on its sales and marketing (“S&amp;M”) expenses, exiting multiple markets, cutting costs aggressively (such as hiring), and lastly, the lower consumer discretionary spending. This is in contrast to Lazada (NYSE: BABA), as the number oforders declined Y/Yand they are also prioritizing profitability through increased monetization.</p><p>While this does show that consumers continue to spend on Shopee in SEA, its GMV and number of orders are partially contributed by Shopee Brazil. In a tough macro environment, Shopee experienced a 36% Y/Y growth in the number of brands on the platform, indicating that Shopee is an increasingly important partner in growing its online revenue.<img src=\"https://static.tigerbbs.com/7e09e1e030c482f41afaf8695896f9ec\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/>SE 10-Q</p><p>The more important portion is Shopee’s improvement in profitability. Its overall adjusted EBITDA loss per order continues to improve by 23.5% sequentially, and more specifically, Shopee Brazil’s loss per order improved by 27.5% sequentially during the quarter as compared to 6.6% in the last quarter. Moreover, Shopee is expected to attain profitability by FY23 instead of FY25 as previously guided by the management. This goes to show that the management has made great strides in pursuing profitability, which is impressive in my view. Once it attained self-sufficiency, growth can reaccelerate, although, the management is expecting flat or negative growth in certain metrics in the near term.</p><h3>SeaBank</h3><p><i>Note that I will be using “SeaBank” and “SeaMoney” interchangeably.</i></p><p><img src=\"https://static.tigerbbs.com/0f0cb77d6ac22f50a1208eaf075db51c\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/></p><p>SE 10-Q</p><p>SeaMoney’s loan receivables grew 46% from 4Q21 and 110% from 3Q21 to $2.2 billion. These are loans provided to customers whereby SeaMoney generates revenue by charging interest rates, and it has been growing quickly. In myprevious article, I showed that in Sep 2022, SeaBank Indonesia grew its loans and customer deposits by 111% Y/Y and 147% Y/Y, respectively, and the launch of ShopeePay in Brazil. During the earnings call, management stated that the credit business is profitable and cash flow positive, and it will be focusing on growing this business in Southeast Asia (“SEA”) and Brazil.</p><p>Additionally, they have also said to diversify their source of funding for the credit business, which I believe is to seek third-party financing partners to reduce the capital required for the business and at the same time, reduce credit risk. Similar to Bank Jago (IDX: ARTO), SeaBank may utilize the data of its partners to help improve the non-performing loans and scale its lending. Readers who are unaware of SeaBank’s business model can head to mydeep diveinto the company.</p><p><img src=\"https://static.tigerbbs.com/2de194897c03f180f99a0dd2b75bf2d0\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/></p><p>SE 10-Q</p><p><img src=\"https://static.tigerbbs.com/5932cc09aca0134084217800afb30399\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/></p><p>SE 10-Q</p><p><img src=\"https://static.tigerbbs.com/6205c82c79c753720862ed8385dd0e2a\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/></p><p>SE 10-Q</p><p>As a result of its growing deposits and loan books, its Q3 2022 revenue grew 147% Y/Y, and it has been increasingly making up a bigger portion of its overall revenue at 10.4% this quarter. Management had also been deliberate in cutting down on S&amp;M expenses and combined with its acceleration revenue growth, its adjusted EBITDA margin has improved massively to -20.7% during the quarter. This is compared to -40% in 2Q22 and -120.3% a year ago.</p><h3>Sufficient Cash Reserves To Pay off Convertible Notes<img src=\"https://static.tigerbbs.com/4ff585449530fce4084e7d1447e077b4\" tg-width=\"1280\" tg-height=\"798\" referrerpolicy=\"no-referrer\"/></h3><p>SE 10-Q</p><p>One of the biggest concerns about Sea Limited for investors is the cash burn rate, as they fear that the company does not have enough sufficient cash reserves to pay off convertible notes maturing in 2026. However, not only did the cash outflow slow in Q3 2022, but the management has also hinted that there are sufficient cash reserves to pay off the convertible notes:</p><blockquote>“We aim to continue to maintain a net cash position, after budgeting for the full retirement in cash of outstanding convertible bonds and assuming no external funding.”</blockquote><h3>Conclusion</h3><p>Overall, this was a pretty decent quarter for Sea Limited, as we could see that they had made huge improvements on the road to profitability, particularly for Shopee. While that comes at a growth trade-off, management has indicated that Shopee can reaccelerate its growth after attaining profitability in FY23, which is pulled forward from FY25 as guided previously.</p><p>Garena&#39;s results continue to be a concern as macro seems to have a longer-than-expected impact on its user base and its profitability as a result has been trending downwards over the past couple of quarters. Management has been working hard on its gaming pipelines, although the uncertainty lies in the successes of these new games and whether they could reaccelerate their growth in the future.</p><p>SeaBank has been growing its top line really quickly and huge improvements were made on the bottom line as well. Furthermore, the overall credit business is profitable and is generating positive cash flow, and has been increasingly making up a larger proportion of its total revenue. I continue to believe that this can be a potential growth driver for Sea Limited.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Sea Limited: Profitability May Be Around The Corner</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\">\nSea Limited: Profitability May Be Around The Corner\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-19 09:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4559176-sea-limited-profitability-may-be-around-the-corner><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryFurther uncertainty for Sea Limited's Garena as its QAU did not stabilize as expected. New games were launched in recent months.Shopee’s race to profitability has accelerated as shown in the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4559176-sea-limited-profitability-may-be-around-the-corner\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"source_url":"https://seekingalpha.com/article/4559176-sea-limited-profitability-may-be-around-the-corner","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143890380","content_text":"SummaryFurther uncertainty for Sea Limited's Garena as its QAU did not stabilize as expected. New games were launched in recent months.Shopee’s race to profitability has accelerated as shown in the material improvements in unit economics, and they are expected to be profitable by FY23.SeaBank's credit business is growing strongly and its overall credit business is profitable and cash flow positive. Its revenue now makes up 10.4% of its overall revenue.Execution has been on point in attaining profitability although that resulted in declining growth in FY22. Management believes growth can reaccelerate once it achieves profitability.Sea Limited has sufficient cash reserves to pay off the convertible notes.Investment ThesisSea Limited has come under much scrutiny in the past 2 years as the shift in focus from growth to profitability and macro headwinds have led to a massive growth decline across itsShopee and Garena units. While this is unfortunate, management has executed brilliantly so far to turn the company into an increasingly self-sufficient business in the near term.In this article, I attempt to dive deeper into itsQ3 2022 resultand provide an overall analysis of the earnings. Although I’d like to highlight that the management has explicitly stated that growth can reaccelerate after attaining profitability and that they have a sufficient cash reserve to pay off the convertible notes sitting on the balance sheet.GarenaSE 10-QSE 10-QGarena’s QAU and QPU continued to decline sequentially, as the management’s anticipation of its user base stabilizing did not materialize. The macro headwinds continue to be a headache, and it seems that there is more uncertainty lying ahead for Garena Free Fire. The key forward is to focus on launching new games, with games such asPrimitive EraandBlack Clover Mobilelaunching recently. While this indicates that management is working hard to reaccelerate Garena’s growth, it is important to recognize that the success of games is not guaranteed, and this is the bigger uncertainty for the business. As a result, this caused its adjusted EBITDA margin to further decline to 32.5% during the quarter.Additionally, management states that the expiry of the agreement with Riot Games will have no impact on Garena’s publishing business, and Garena is seeking other top-game developers for their publishing business.ShopeeSE 10-QSE 10-QShopee’s GMV grew 14% Y/Y and the number of orders grew 18% Y/Y, a continuous decline in the past couple of quarters. This is a result of management pulling back on its sales and marketing (“S&M”) expenses, exiting multiple markets, cutting costs aggressively (such as hiring), and lastly, the lower consumer discretionary spending. This is in contrast to Lazada (NYSE: BABA), as the number oforders declined Y/Yand they are also prioritizing profitability through increased monetization.While this does show that consumers continue to spend on Shopee in SEA, its GMV and number of orders are partially contributed by Shopee Brazil. In a tough macro environment, Shopee experienced a 36% Y/Y growth in the number of brands on the platform, indicating that Shopee is an increasingly important partner in growing its online revenue.SE 10-QThe more important portion is Shopee’s improvement in profitability. Its overall adjusted EBITDA loss per order continues to improve by 23.5% sequentially, and more specifically, Shopee Brazil’s loss per order improved by 27.5% sequentially during the quarter as compared to 6.6% in the last quarter. Moreover, Shopee is expected to attain profitability by FY23 instead of FY25 as previously guided by the management. This goes to show that the management has made great strides in pursuing profitability, which is impressive in my view. Once it attained self-sufficiency, growth can reaccelerate, although, the management is expecting flat or negative growth in certain metrics in the near term.SeaBankNote that I will be using “SeaBank” and “SeaMoney” interchangeably.SE 10-QSeaMoney’s loan receivables grew 46% from 4Q21 and 110% from 3Q21 to $2.2 billion. These are loans provided to customers whereby SeaMoney generates revenue by charging interest rates, and it has been growing quickly. In myprevious article, I showed that in Sep 2022, SeaBank Indonesia grew its loans and customer deposits by 111% Y/Y and 147% Y/Y, respectively, and the launch of ShopeePay in Brazil. During the earnings call, management stated that the credit business is profitable and cash flow positive, and it will be focusing on growing this business in Southeast Asia (“SEA”) and Brazil.Additionally, they have also said to diversify their source of funding for the credit business, which I believe is to seek third-party financing partners to reduce the capital required for the business and at the same time, reduce credit risk. Similar to Bank Jago (IDX: ARTO), SeaBank may utilize the data of its partners to help improve the non-performing loans and scale its lending. Readers who are unaware of SeaBank’s business model can head to mydeep diveinto the company.SE 10-QSE 10-QSE 10-QAs a result of its growing deposits and loan books, its Q3 2022 revenue grew 147% Y/Y, and it has been increasingly making up a bigger portion of its overall revenue at 10.4% this quarter. Management had also been deliberate in cutting down on S&M expenses and combined with its acceleration revenue growth, its adjusted EBITDA margin has improved massively to -20.7% during the quarter. This is compared to -40% in 2Q22 and -120.3% a year ago.Sufficient Cash Reserves To Pay off Convertible NotesSE 10-QOne of the biggest concerns about Sea Limited for investors is the cash burn rate, as they fear that the company does not have enough sufficient cash reserves to pay off convertible notes maturing in 2026. However, not only did the cash outflow slow in Q3 2022, but the management has also hinted that there are sufficient cash reserves to pay off the convertible notes:“We aim to continue to maintain a net cash position, after budgeting for the full retirement in cash of outstanding convertible bonds and assuming no external funding.”ConclusionOverall, this was a pretty decent quarter for Sea Limited, as we could see that they had made huge improvements on the road to profitability, particularly for Shopee. While that comes at a growth trade-off, management has indicated that Shopee can reaccelerate its growth after attaining profitability in FY23, which is pulled forward from FY25 as guided previously.Garena's results continue to be a concern as macro seems to have a longer-than-expected impact on its user base and its profitability as a result has been trending downwards over the past couple of quarters. Management has been working hard on its gaming pipelines, although the uncertainty lies in the successes of these new games and whether they could reaccelerate their growth in the future.SeaBank has been growing its top line really quickly and huge improvements were made on the bottom line as well. Furthermore, the overall credit business is profitable and is generating positive cash flow, and has been increasingly making up a larger proportion of its total revenue. I continue to believe that this can be a potential growth driver for Sea Limited.","news_type":1},"isVote":1,"tweetType":1,"viewCount":540,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}