charlito personal page - To The Moon

charlito

charlito

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2023-05-18

$NVIDIA Corp(NVDA)$

2022-11-18

$VIX Short-Term Futures 1.5X ETF(UVXY)$

2022-11-16

$VIX Short-Term Futures 1.5X ETF(UVXY)$

2022-11-10

$VIX Short-Term Futures 1.5X ETF(UVXY)$ isn't it volatile enough

2022-11-09

$Tesla Motors(TSLA)$bye bye

2022-11-08

$VIX Short-Term Futures 1.5X ETF(UVXY)$upup here we go!

2022-10-28

$VIX Short-Term Futures 1.5X ETF(UVXY)$why dont go up leh?

2022-10-25

$VIX Short-Term Futures 1.5X ETF(UVXY)$up up and away!

2022-10-22

$VIX Short-Term Futures 1.5X ETF(UVXY)$the only way is up

2022-10-06

$VIX Short-Term Futures 1.5X ETF(UVXY)$giddy up folks

2022-09-25

$VIX Short-Term Futures 1.5X ETF(UVXY)$told ya'll this is going up and up!

2022-09-24

Heh

@OptionsDelta:Big loss and big gain? You need to understand the inertia of the market

2022-09-21

$VIX Short-Term Futures 1.5X ETF(UVXY)$surely going up

2022-09-19

$VIX Short-Term Futures 1.5X ETF(UVXY)$you know this is going up

2022-09-16

$VIX Short-Term Futures 1.5X ETF(UVXY)$up up where we go

2022-09-15

$VIX Short-Term Futures 1.5X ETF(UVXY)$ignore the noise and focus on the possibility

2022-09-15

$VIX Short-Term Futures 1.5X ETF(UVXY)$its finally time to activate!

2022-09-10

$VIX Short-Term Futures 1.5X ETF(UVXY)$boom boom

2022-09-06

$VIX Short-Term Futures 1.5X ETF(UVXY)$up up up here we go

2022-09-03

Gg nvidia

Nvidia: Problems Keep Accumulating

Go to Tiger App to see more news

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href=\"https://ttm.financial/S/UVXY\">$VIX Short-Term Futures 1.5X ETF(UVXY)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$VIX Short-Term Futures 1.5X ETF(UVXY)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9963197171","isVote":1,"tweetType":1,"viewCount":2935,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9960197822,"gmtCreate":1668091662267,"gmtModify":1676538011352,"author":{"id":"3581727570212837","authorId":"3581727570212837","name":"charlito","avatar":"https://static.tigerbbs.com/187f09a2c9b9e341d7b9423366682194","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581727570212837","idStr":"3581727570212837"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/UVXY\">$VIX Short-Term Futures 1.5X ETF(UVXY)$&nbsp;</a><v-v data-views=\"1\"></v-v>isn't it volatile enough","listText":"<a href=\"https://ttm.financial/S/UVXY\">$VIX Short-Term Futures 1.5X ETF(UVXY)$&nbsp;</a><v-v data-views=\"1\"></v-v>isn't it volatile enough","text":"$VIX Short-Term Futures 1.5X ETF(UVXY)$ isn't it volatile enough","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9960197822","isVote":1,"tweetType":1,"viewCount":2720,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9987221939,"gmtCreate":1667923947022,"gmtModify":1676537985561,"author":{"id":"3581727570212837","authorId":"3581727570212837","name":"charlito","avatar":"https://static.tigerbbs.com/187f09a2c9b9e341d7b9423366682194","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581727570212837","idStr":"3581727570212837"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a><v-v data-views=\"0\"></v-v>bye bye","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a><v-v data-views=\"0\"></v-v>bye bye","text":"$Tesla Motors(TSLA)$bye bye","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9987221939","isVote":1,"tweetType":1,"viewCount":2508,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9987291058,"gmtCreate":1667913128975,"gmtModify":1676537983422,"author":{"id":"3581727570212837","authorId":"3581727570212837","name":"charlito","avatar":"https://static.tigerbbs.com/187f09a2c9b9e341d7b9423366682194","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581727570212837","idStr":"3581727570212837"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/UVXY\">$VIX Short-Term Futures 1.5X ETF(UVXY)$</a><v-v data-views=\"1\"></v-v>upup here we go!","listText":"<a href=\"https://ttm.financial/S/UVXY\">$VIX Short-Term Futures 1.5X ETF(UVXY)$</a><v-v data-views=\"1\"></v-v>upup here we go!","text":"$VIX Short-Term Futures 1.5X ETF(UVXY)$upup here we go!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9987291058","isVote":1,"tweetType":1,"viewCount":2373,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9986274362,"gmtCreate":1666970923856,"gmtModify":1676537842824,"author":{"id":"3581727570212837","authorId":"3581727570212837","name":"charlito","avatar":"https://static.tigerbbs.com/187f09a2c9b9e341d7b9423366682194","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581727570212837","idStr":"3581727570212837"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/UVXY\">$VIX Short-Term Futures 1.5X ETF(UVXY)$</a><v-v data-views=\"1\"></v-v>why dont go up leh?","listText":"<a href=\"https://ttm.financial/S/UVXY\">$VIX Short-Term Futures 1.5X ETF(UVXY)$</a><v-v data-views=\"1\"></v-v>why dont go up leh?","text":"$VIX Short-Term Futures 1.5X ETF(UVXY)$why dont go up leh?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9986274362","isVote":1,"tweetType":1,"viewCount":2664,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9988800705,"gmtCreate":1666708429607,"gmtModify":1676537793700,"author":{"id":"3581727570212837","authorId":"3581727570212837","name":"charlito","avatar":"https://static.tigerbbs.com/187f09a2c9b9e341d7b9423366682194","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581727570212837","idStr":"3581727570212837"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/UVXY\">$VIX Short-Term Futures 1.5X ETF(UVXY)$</a><v-v data-views=\"1\"></v-v>up up and away!","listText":"<a href=\"https://ttm.financial/S/UVXY\">$VIX Short-Term Futures 1.5X ETF(UVXY)$</a><v-v data-views=\"1\"></v-v>up up and away!","text":"$VIX Short-Term Futures 1.5X ETF(UVXY)$up up and away!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9988800705","isVote":1,"tweetType":1,"viewCount":2745,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9981810672,"gmtCreate":1666454056497,"gmtModify":1676537757853,"author":{"id":"3581727570212837","authorId":"3581727570212837","name":"charlito","avatar":"https://static.tigerbbs.com/187f09a2c9b9e341d7b9423366682194","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581727570212837","idStr":"3581727570212837"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/UVXY\">$VIX Short-Term Futures 1.5X ETF(UVXY)$</a><v-v data-views=\"1\"></v-v>the only way is up","listText":"<a href=\"https://ttm.financial/S/UVXY\">$VIX Short-Term Futures 1.5X ETF(UVXY)$</a><v-v data-views=\"1\"></v-v>the only way is up","text":"$VIX Short-Term Futures 1.5X ETF(UVXY)$the only way is up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9981810672","isVote":1,"tweetType":1,"viewCount":2963,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9915252362,"gmtCreate":1665055949157,"gmtModify":1676537550130,"author":{"id":"3581727570212837","authorId":"3581727570212837","name":"charlito","avatar":"https://static.tigerbbs.com/187f09a2c9b9e341d7b9423366682194","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581727570212837","idStr":"3581727570212837"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/UVXY\">$VIX Short-Term Futures 1.5X ETF(UVXY)$</a><v-v data-views=\"1\"></v-v>giddy up folks","listText":"<a href=\"https://ttm.financial/S/UVXY\">$VIX Short-Term Futures 1.5X ETF(UVXY)$</a><v-v data-views=\"1\"></v-v>giddy up folks","text":"$VIX Short-Term Futures 1.5X ETF(UVXY)$giddy up folks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9915252362","isVote":1,"tweetType":1,"viewCount":2729,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9911936161,"gmtCreate":1664110784253,"gmtModify":1676537391749,"author":{"id":"3581727570212837","authorId":"3581727570212837","name":"charlito","avatar":"https://static.tigerbbs.com/187f09a2c9b9e341d7b9423366682194","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581727570212837","idStr":"3581727570212837"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/UVXY\">$VIX Short-Term Futures 1.5X ETF(UVXY)$</a><v-v data-views=\"1\"></v-v>told ya'll this is going up and up!","listText":"<a href=\"https://ttm.financial/S/UVXY\">$VIX Short-Term Futures 1.5X ETF(UVXY)$</a><v-v data-views=\"1\"></v-v>told ya'll this is going up and up!","text":"$VIX Short-Term Futures 1.5X ETF(UVXY)$told ya'll this is going up and up!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9911936161","isVote":1,"tweetType":1,"viewCount":1654,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9913499233,"gmtCreate":1664034915422,"gmtModify":1676537381984,"author":{"id":"3581727570212837","authorId":"3581727570212837","name":"charlito","avatar":"https://static.tigerbbs.com/187f09a2c9b9e341d7b9423366682194","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581727570212837","idStr":"3581727570212837"},"themes":[],"htmlText":"Heh","listText":"Heh","text":"Heh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9913499233","repostId":"9913834205","repostType":1,"repost":{"id":9913834205,"gmtCreate":1663952511507,"gmtModify":1676537369960,"author":{"id":"4102740637684170","authorId":"4102740637684170","name":"OptionsDelta","avatar":"https://static.tigerbbs.com/b5ab2017d32f95a165639de659b21cd1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4102740637684170","idStr":"4102740637684170"},"themes":[],"title":"Big loss and big gain? You need to understand the inertia of the market","htmlText":"A break in the USD index above $112 should theoretically have caused a pullback, but it did not; In theory Treasuries should pull back above 4%, but they haven't.Like Tesla last year, at $900 everyone was looking for a pullback to $1000, but it didn't, and the stock went straight to $1200.It makes sense to be bullish and bearish at this point, just like Tesla last year. Do you think it's wrong to be bearish? Then it fell. But you say long is not money? How can 900 go to 1,200 and not make money.But currencies can stay at the top for longer than stocks, and the greater the magnitude of capital, the greater the inertia.The same is true of crude oil this year, with the top price much higher than the expected short price.The market is completely following the dollar trend. After FOMC, I said t","listText":"A break in the USD index above $112 should theoretically have caused a pullback, but it did not; In theory Treasuries should pull back above 4%, but they haven't.Like Tesla last year, at $900 everyone was looking for a pullback to $1000, but it didn't, and the stock went straight to $1200.It makes sense to be bullish and bearish at this point, just like Tesla last year. Do you think it's wrong to be bearish? Then it fell. But you say long is not money? How can 900 go to 1,200 and not make money.But currencies can stay at the top for longer than stocks, and the greater the magnitude of capital, the greater the inertia.The same is true of crude oil this year, with the top price much higher than the expected short price.The market is completely following the dollar trend. After FOMC, I said t","text":"A break in the USD index above $112 should theoretically have caused a pullback, but it did not; In theory Treasuries should pull back above 4%, but they haven't.Like Tesla last year, at $900 everyone was looking for a pullback to $1000, but it didn't, and the stock went straight to $1200.It makes sense to be bullish and bearish at this point, just like Tesla last year. Do you think it's wrong to be bearish? Then it fell. But you say long is not money? How can 900 go to 1,200 and not make money.But currencies can stay at the top for longer than stocks, and the greater the magnitude of capital, the greater the inertia.The same is true of crude oil this year, with the top price much higher than the expected short price.The market is completely following the dollar trend. After FOMC, I said t","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9913834205","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1065,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9919171913,"gmtCreate":1663764179732,"gmtModify":1676537331524,"author":{"id":"3581727570212837","authorId":"3581727570212837","name":"charlito","avatar":"https://static.tigerbbs.com/187f09a2c9b9e341d7b9423366682194","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581727570212837","idStr":"3581727570212837"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/UVXY\">$VIX Short-Term Futures 1.5X ETF(UVXY)$</a><v-v data-views=\"1\"></v-v>surely going up","listText":"<a href=\"https://ttm.financial/S/UVXY\">$VIX Short-Term Futures 1.5X ETF(UVXY)$</a><v-v data-views=\"1\"></v-v>surely going up","text":"$VIX Short-Term Futures 1.5X ETF(UVXY)$surely going up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9919171913","isVote":1,"tweetType":1,"viewCount":1140,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9910863272,"gmtCreate":1663596695397,"gmtModify":1676537298239,"author":{"id":"3581727570212837","authorId":"3581727570212837","name":"charlito","avatar":"https://static.tigerbbs.com/187f09a2c9b9e341d7b9423366682194","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581727570212837","idStr":"3581727570212837"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/UVXY\">$VIX Short-Term Futures 1.5X ETF(UVXY)$</a><v-v data-views=\"1\"></v-v>you know this is going up","listText":"<a href=\"https://ttm.financial/S/UVXY\">$VIX Short-Term Futures 1.5X ETF(UVXY)$</a><v-v data-views=\"1\"></v-v>you know this is going up","text":"$VIX Short-Term Futures 1.5X ETF(UVXY)$you know this is going up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9910863272","isVote":1,"tweetType":1,"viewCount":1381,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9934440523,"gmtCreate":1663293344362,"gmtModify":1676537245789,"author":{"id":"3581727570212837","authorId":"3581727570212837","name":"charlito","avatar":"https://static.tigerbbs.com/187f09a2c9b9e341d7b9423366682194","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581727570212837","idStr":"3581727570212837"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/UVXY\">$VIX Short-Term Futures 1.5X ETF(UVXY)$</a><v-v data-views=\"1\"></v-v>up up where we go","listText":"<a href=\"https://ttm.financial/S/UVXY\">$VIX Short-Term Futures 1.5X ETF(UVXY)$</a><v-v data-views=\"1\"></v-v>up up where we go","text":"$VIX Short-Term Futures 1.5X ETF(UVXY)$up up where we go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9934440523","isVote":1,"tweetType":1,"viewCount":1262,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9934655158,"gmtCreate":1663246861775,"gmtModify":1676537235602,"author":{"id":"3581727570212837","authorId":"3581727570212837","name":"charlito","avatar":"https://static.tigerbbs.com/187f09a2c9b9e341d7b9423366682194","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581727570212837","idStr":"3581727570212837"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/UVXY\">$VIX Short-Term Futures 1.5X ETF(UVXY)$</a><v-v data-views=\"1\"></v-v>ignore the noise and focus on the possibility","listText":"<a href=\"https://ttm.financial/S/UVXY\">$VIX Short-Term Futures 1.5X ETF(UVXY)$</a><v-v data-views=\"1\"></v-v>ignore the noise and focus on the possibility","text":"$VIX Short-Term Futures 1.5X ETF(UVXY)$ignore the noise and focus on the possibility","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9934655158","isVote":1,"tweetType":1,"viewCount":928,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9934916273,"gmtCreate":1663173156392,"gmtModify":1676537220021,"author":{"id":"3581727570212837","authorId":"3581727570212837","name":"charlito","avatar":"https://static.tigerbbs.com/187f09a2c9b9e341d7b9423366682194","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581727570212837","idStr":"3581727570212837"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/UVXY\">$VIX Short-Term Futures 1.5X ETF(UVXY)$</a><v-v data-views=\"1\"></v-v>its finally time to activate!","listText":"<a href=\"https://ttm.financial/S/UVXY\">$VIX Short-Term Futures 1.5X ETF(UVXY)$</a><v-v data-views=\"1\"></v-v>its finally time to activate!","text":"$VIX Short-Term Futures 1.5X ETF(UVXY)$its finally time to activate!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9934916273","isVote":1,"tweetType":1,"viewCount":1235,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9936798048,"gmtCreate":1662821841684,"gmtModify":1676537146212,"author":{"id":"3581727570212837","authorId":"3581727570212837","name":"charlito","avatar":"https://static.tigerbbs.com/187f09a2c9b9e341d7b9423366682194","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581727570212837","idStr":"3581727570212837"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/UVXY\">$VIX Short-Term Futures 1.5X ETF(UVXY)$</a><v-v data-views=\"1\"></v-v>boom boom","listText":"<a href=\"https://ttm.financial/S/UVXY\">$VIX Short-Term Futures 1.5X ETF(UVXY)$</a><v-v data-views=\"1\"></v-v>boom boom","text":"$VIX Short-Term Futures 1.5X ETF(UVXY)$boom boom","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9936798048","isVote":1,"tweetType":1,"viewCount":1332,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9931254760,"gmtCreate":1662472135251,"gmtModify":1676537067714,"author":{"id":"3581727570212837","authorId":"3581727570212837","name":"charlito","avatar":"https://static.tigerbbs.com/187f09a2c9b9e341d7b9423366682194","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581727570212837","idStr":"3581727570212837"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/UVXY\">$VIX Short-Term Futures 1.5X ETF(UVXY)$</a><v-v data-views=\"1\"></v-v>up up up here we go","listText":"<a href=\"https://ttm.financial/S/UVXY\">$VIX Short-Term Futures 1.5X ETF(UVXY)$</a><v-v data-views=\"1\"></v-v>up up up here we go","text":"$VIX Short-Term Futures 1.5X ETF(UVXY)$up up up here we go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9931254760","isVote":1,"tweetType":1,"viewCount":818,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9933338279,"gmtCreate":1662219209691,"gmtModify":1676537019898,"author":{"id":"3581727570212837","authorId":"3581727570212837","name":"charlito","avatar":"https://static.tigerbbs.com/187f09a2c9b9e341d7b9423366682194","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581727570212837","idStr":"3581727570212837"},"themes":[],"htmlText":"Gg nvidia","listText":"Gg nvidia","text":"Gg nvidia","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9933338279","repostId":"1162611714","repostType":4,"repost":{"id":"1162611714","kind":"news","pubTimestamp":1662173403,"share":"https://ttm.financial/m/news/1162611714?lang=en_US&edition=fundamental","pubTime":"2022-09-03 10:50","market":"us","language":"en","title":"Nvidia: Problems Keep Accumulating","url":"https://stock-news.laohu8.com/highlight/detail?id=1162611714","media":"Seeking Alpha","summary":"SummaryNvidia stock crashes as much as 12% after the semi company disclosed that the U.S. government","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Nvidia stock crashes as much as 12% after the semi company disclosed that the U.S. government ordered a restriction on a selected portfolio of high-margin.</li><li>Nvidia has estimated the impact of the export restriction at $400 million in potential sales for its third fiscal quarter.</li><li>Although Nvidia stock is down almost 60% from all time highs, the valuation is still very expensive.</li><li>Personally, I would not buy Nvidia at a valuation above 30x EV/EBIT and/or 10x EV/Sales, which are still very proud multiples.</li><li>Accordingly, I see 20 - 30 percent more downside before the risk/reward for investors becomes justified.</li></ul><p><b>Thesis</b></p><p>Nvidia (NASDAQ:NVDA) stock crashed 7.5% -- and intermittently more than 12% -- after the semi company disclosed that the US government ordered a restriction on a selected portfolio of high-margin AI chips to China. The announcement comes after Nvidia has already warned a slowing business environment for its chips with regards to both the company&#39;s gaming and data-center segment.</p><p>In my opinion, Nvidia stock has for a long time been overhyped and overvalued. And although NVDA stock is down approximately 60% from all time highs, I argue there is still some excess valuation premium that need to be corrected in order for investors to enjoy an attractive risk/reward.</p><p><img src=\"https://static.tigerbbs.com/335faef0155694363b3fd84ee60b483c\" tg-width=\"640\" tg-height=\"222\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p><b>U.S. Government Restricts Chip Sales </b></p><p>The filing</p><p>On August 31, Nvidia filed a disclosure with the Securities and Exchange Commission saying that the company has been notified about an export restriction of certain AI chips to China and Russia.</p><blockquote>...<i>the U.S. government informed NVIDIA Corporation that the USG has imposed a new license requirement, effective immediately, for any future export to China (including Hong Kong) and Russia of the Company’s A100 and forthcoming H100 integrated circuits.</i></blockquote><p>The restriction specifically names Nvidia A100 and H100 chips, but also extends to any chips that may match the technology.</p><blockquote><i>The license requirement also includes any future NVIDIA integrated circuit achieving both peak performance and chip-to-chip I/O performance equal to or greater than thresholds that are roughly equivalent to the A100, as well as any system that includes those circuits.</i></blockquote><p><b>What&#39;s The Impact</b></p><p>Nvidia has estimated the impact of the export restriction at $400 million in potential sales for its third fiscal quarter. Accordingly, the impact could be expanded to about $1.6 billion annually. If we apply Nvidia&#39;s 26% net income margin, and further apply the stock&#39;s currentx81 one-ear forward P/E multiple, the impact on valuation loss could be estimated at about $33.7 billion of equity value.</p><p><b>Investor Implication</b></p><p>The export restriction highlights a risk that the market arguably has ignored so far: the possibility that Nvidia&#39;s leading chip technology becomes an instrument of politics. In the filing, Nvidia cited <i>&#39;the risk that the covered products may be used in, or diverted to, a military end use or military end user&#39;</i> as the main reason for the export restrictions. But arguably, this step is just the latest episode in the technology war.</p><p>Arguably, the selected restriction of Nvidia&#39;s &#39;A100 and H100&#39; exports could only be the first wave of regulations to hit the US Semi industry.</p><p>Moreover, even if the US government does not extend restrictions to more of Nvidia&#39;s chips, it is highly likely that Nvidia will lose market share in China regardless. Investors should consider that the Chinese government will take restrictions of chips exports as a warning signal; and the response is that China will push to &#39;replace&#39; exposure to the US&#39; chip industry.</p><p><b>Still Very Stretched Valuation</b></p><p>Although Nvidia stock is down almost 60% from all time highs, the valuation is still very expensive. Investors should consider that Nvidia&#39;s one-year forward GAAP P/E of 81x implies a 270% premium to the U.S. technology sector. Nvidia&#39;s P/B of 15.8x and P/S of 13.9x imply a 290% and 395% premium respectively. Given a slowing business cycle for semiconductors, paired with fading investor confidence in US growth stocks, these multiples are highly vulnerable to a valuation contraction.</p><p><img src=\"https://static.tigerbbs.com/6bdd4fc38ae5ce4b33d86923f5c92d92\" tg-width=\"640\" tg-height=\"563\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p>Paying too much for a &#39;hyped&#39; investment can be very dangerous. Arguably, Cisco&#39;s (CSCO) growth story and equity performance in the early 2000 is very similar to the current situation surrounding Nvidia, from my viewpoint.</p><p>In the late 90s and early 2000, Cisco stock boomed from $5/share to about $80/share (stock-split adjusted). Investors were excited buying into the company&#39;s growth story that was driven by the World Wide Web adoption. Valuation did not matter, until it suddenly did. Then, in less than 24 months, Cisco stock lost almost 90% of its value. Interestingly, little changed for Cisco&#39;s fundamentals. In fact, the bull thesis of the World Wide Web taking over the world was correct. But investors simply paid way too much. Today, more than 20 years later, Cisco stock still trades approximately 50% below the stock&#39;s all time high.</p><p><img src=\"https://static.tigerbbs.com/358a1da47ae3281430fa38ffff19aed5\" tg-width=\"640\" tg-height=\"196\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p><b>Conclusion</b></p><p>No doubt, Nvidia is a great business. But the company&#39;s stock is dangerous. After a weak June quarter, driven amongst others by a slowing semi demand in the gaming and data-center vertical, now investors must also price the negativity of heightened regulatory risk.</p><p>Personally, I would not buy Nvidia at a valuation above 30x EV/EBIT and/or 10x EV/Sales, which are still very proud multiples. Accordingly, I see 20 - 30 percent more downside before the risk/reward for investors becomes <i>justified</i>(but arguably still not attractive given the regulatory risk and slowing business cycle). Sell.</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>Nvidia: Problems Keep Accumulating</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia: Problems Keep Accumulating\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-03 10:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4538666-nvidia-problems-keep-accumulating><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryNvidia stock crashes as much as 12% after the semi company disclosed that the U.S. government ordered a restriction on a selected portfolio of high-margin.Nvidia has estimated the impact of the...</p>\n\n<a href=\"https://seekingalpha.com/article/4538666-nvidia-problems-keep-accumulating\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://seekingalpha.com/article/4538666-nvidia-problems-keep-accumulating","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162611714","content_text":"SummaryNvidia stock crashes as much as 12% after the semi company disclosed that the U.S. government ordered a restriction on a selected portfolio of high-margin.Nvidia has estimated the impact of the export restriction at $400 million in potential sales for its third fiscal quarter.Although Nvidia stock is down almost 60% from all time highs, the valuation is still very expensive.Personally, I would not buy Nvidia at a valuation above 30x EV/EBIT and/or 10x EV/Sales, which are still very proud multiples.Accordingly, I see 20 - 30 percent more downside before the risk/reward for investors becomes justified.ThesisNvidia (NASDAQ:NVDA) stock crashed 7.5% -- and intermittently more than 12% -- after the semi company disclosed that the US government ordered a restriction on a selected portfolio of high-margin AI chips to China. The announcement comes after Nvidia has already warned a slowing business environment for its chips with regards to both the company's gaming and data-center segment.In my opinion, Nvidia stock has for a long time been overhyped and overvalued. And although NVDA stock is down approximately 60% from all time highs, I argue there is still some excess valuation premium that need to be corrected in order for investors to enjoy an attractive risk/reward.Seeking AlphaU.S. Government Restricts Chip Sales The filingOn August 31, Nvidia filed a disclosure with the Securities and Exchange Commission saying that the company has been notified about an export restriction of certain AI chips to China and Russia....the U.S. government informed NVIDIA Corporation that the USG has imposed a new license requirement, effective immediately, for any future export to China (including Hong Kong) and Russia of the Company’s A100 and forthcoming H100 integrated circuits.The restriction specifically names Nvidia A100 and H100 chips, but also extends to any chips that may match the technology.The license requirement also includes any future NVIDIA integrated circuit achieving both peak performance and chip-to-chip I/O performance equal to or greater than thresholds that are roughly equivalent to the A100, as well as any system that includes those circuits.What's The ImpactNvidia has estimated the impact of the export restriction at $400 million in potential sales for its third fiscal quarter. Accordingly, the impact could be expanded to about $1.6 billion annually. If we apply Nvidia's 26% net income margin, and further apply the stock's currentx81 one-ear forward P/E multiple, the impact on valuation loss could be estimated at about $33.7 billion of equity value.Investor ImplicationThe export restriction highlights a risk that the market arguably has ignored so far: the possibility that Nvidia's leading chip technology becomes an instrument of politics. In the filing, Nvidia cited 'the risk that the covered products may be used in, or diverted to, a military end use or military end user' as the main reason for the export restrictions. But arguably, this step is just the latest episode in the technology war.Arguably, the selected restriction of Nvidia's 'A100 and H100' exports could only be the first wave of regulations to hit the US Semi industry.Moreover, even if the US government does not extend restrictions to more of Nvidia's chips, it is highly likely that Nvidia will lose market share in China regardless. Investors should consider that the Chinese government will take restrictions of chips exports as a warning signal; and the response is that China will push to 'replace' exposure to the US' chip industry.Still Very Stretched ValuationAlthough Nvidia stock is down almost 60% from all time highs, the valuation is still very expensive. Investors should consider that Nvidia's one-year forward GAAP P/E of 81x implies a 270% premium to the U.S. technology sector. Nvidia's P/B of 15.8x and P/S of 13.9x imply a 290% and 395% premium respectively. Given a slowing business cycle for semiconductors, paired with fading investor confidence in US growth stocks, these multiples are highly vulnerable to a valuation contraction.Seeking AlphaPaying too much for a 'hyped' investment can be very dangerous. Arguably, Cisco's (CSCO) growth story and equity performance in the early 2000 is very similar to the current situation surrounding Nvidia, from my viewpoint.In the late 90s and early 2000, Cisco stock boomed from $5/share to about $80/share (stock-split adjusted). Investors were excited buying into the company's growth story that was driven by the World Wide Web adoption. Valuation did not matter, until it suddenly did. Then, in less than 24 months, Cisco stock lost almost 90% of its value. Interestingly, little changed for Cisco's fundamentals. In fact, the bull thesis of the World Wide Web taking over the world was correct. But investors simply paid way too much. Today, more than 20 years later, Cisco stock still trades approximately 50% below the stock's all time high.Seeking AlphaConclusionNo doubt, Nvidia is a great business. But the company's stock is dangerous. After a weak June quarter, driven amongst others by a slowing semi demand in the gaming and data-center vertical, now investors must also price the negativity of heightened regulatory risk.Personally, I would not buy Nvidia at a valuation above 30x EV/EBIT and/or 10x EV/Sales, which are still very proud multiples. Accordingly, I see 20 - 30 percent more downside before the risk/reward for investors becomes justified(but arguably still not attractive given the regulatory risk and slowing business cycle). Sell.","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":986,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":133647341,"gmtCreate":1621746688783,"gmtModify":1704362035989,"author":{"id":"3581727570212837","authorId":"3581727570212837","name":"charlito","avatar":"https://static.tigerbbs.com/187f09a2c9b9e341d7b9423366682194","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581727570212837","authorIdStr":"3581727570212837"},"themes":[],"htmlText":"Should have bought bank of america after buffett had disclosed.. haiz","listText":"Should have bought bank of america after buffett had disclosed.. haiz","text":"Should have bought bank of america after buffett had disclosed.. haiz","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/133647341","repostId":"2137906121","repostType":4,"isVote":1,"tweetType":1,"viewCount":525,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":148494778,"gmtCreate":1626000970894,"gmtModify":1703751811890,"author":{"id":"3581727570212837","authorId":"3581727570212837","name":"charlito","avatar":"https://static.tigerbbs.com/187f09a2c9b9e341d7b9423366682194","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581727570212837","authorIdStr":"3581727570212837"},"themes":[],"htmlText":"Lol? A trillion only when pigs go flying","listText":"Lol? A trillion only when pigs go flying","text":"Lol? A trillion only when pigs go flying","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/148494778","repostId":"2150463301","repostType":4,"isVote":1,"tweetType":1,"viewCount":933,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":148308018,"gmtCreate":1625925205634,"gmtModify":1703750950090,"author":{"id":"3581727570212837","authorId":"3581727570212837","name":"charlito","avatar":"https://static.tigerbbs.com/187f09a2c9b9e341d7b9423366682194","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581727570212837","authorIdStr":"3581727570212837"},"themes":[],"htmlText":"Apple is insane..","listText":"Apple is insane..","text":"Apple is insane..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/148308018","repostId":"1177397700","repostType":4,"isVote":1,"tweetType":1,"viewCount":768,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":154003756,"gmtCreate":1625457944675,"gmtModify":1703742100703,"author":{"id":"3581727570212837","authorId":"3581727570212837","name":"charlito","avatar":"https://static.tigerbbs.com/187f09a2c9b9e341d7b9423366682194","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581727570212837","authorIdStr":"3581727570212837"},"themes":[],"htmlText":"Wow wow","listText":"Wow wow","text":"Wow wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/154003756","repostId":"2149381523","repostType":4,"repost":{"id":"2149381523","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1625455738,"share":"https://ttm.financial/m/news/2149381523?lang=en_US&edition=fundamental","pubTime":"2021-07-05 11:28","market":"hk","language":"en","title":"HK-listed China Modern Dairy jumps on robust earnings forecast","url":"https://stock-news.laohu8.com/highlight/detail?id=2149381523","media":"Reuters","summary":"** Shares of China Modern Dairy Holdings Ltd rise as much as 7.5% to HK$1.87, the highest since June","content":"<p>** Shares of China Modern Dairy Holdings Ltd rise as much as 7.5% to HK$1.87, the highest since June 8, on course for third consecutive session of gains</p>\n<p>** Anhui-based raw milk producer expects to record a profit of not less than 460 mln yuan ($71.2 mln) for six months ended in June, an increase of not less than 100% from a year-ago period</p>\n<p>** China Mengniu Dairy Corp backed company says the increase is due to double-digit growth in its raw milk production and sales volume, cost reduction and effective control of costs and expenses</p>\n<p>** Shares of Mengniu Dairy rises 2.4%; the sixth biggest percentage gainer in the China Enterprises Index</p>\n<p>** The Hong Kong composite Industry Index tracking consumer staples gains 0.3%</p>\n<p>** The Hang Seng China Enterprises Index slips 0.9%, and the benchmark index eases 0.3%</p>\n<p>** As of last close, the stock had slid 6.5% this year</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>HK-listed China Modern Dairy jumps on robust earnings forecast</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\">\nHK-listed China Modern Dairy jumps on robust earnings forecast\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-07-05 11:28</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>** Shares of China Modern Dairy Holdings Ltd rise as much as 7.5% to HK$1.87, the highest since June 8, on course for third consecutive session of gains</p>\n<p>** Anhui-based raw milk producer expects to record a profit of not less than 460 mln yuan ($71.2 mln) for six months ended in June, an increase of not less than 100% from a year-ago period</p>\n<p>** China Mengniu Dairy Corp backed company says the increase is due to double-digit growth in its raw milk production and sales volume, cost reduction and effective control of costs and expenses</p>\n<p>** Shares of Mengniu Dairy rises 2.4%; the sixth biggest percentage gainer in the China Enterprises Index</p>\n<p>** The Hong Kong composite Industry Index tracking consumer staples gains 0.3%</p>\n<p>** The Hang Seng China Enterprises Index slips 0.9%, and the benchmark index eases 0.3%</p>\n<p>** As of last close, the stock had slid 6.5% this year</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"02319":"蒙牛乳业","01117":"现代牧业"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2149381523","content_text":"** Shares of China Modern Dairy Holdings Ltd rise as much as 7.5% to HK$1.87, the highest since June 8, on course for third consecutive session of gains\n** Anhui-based raw milk producer expects to record a profit of not less than 460 mln yuan ($71.2 mln) for six months ended in June, an increase of not less than 100% from a year-ago period\n** China Mengniu Dairy Corp backed company says the increase is due to double-digit growth in its raw milk production and sales volume, cost reduction and effective control of costs and expenses\n** Shares of Mengniu Dairy rises 2.4%; the sixth biggest percentage gainer in the China Enterprises Index\n** The Hong Kong composite Industry Index tracking consumer staples gains 0.3%\n** The Hang Seng China Enterprises Index slips 0.9%, and the benchmark index eases 0.3%\n** As of last close, the stock had slid 6.5% this year","news_type":1,"symbols_score_info":{"01117":0.9,"02319":0.9}},"isVote":1,"tweetType":1,"viewCount":937,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":129918680,"gmtCreate":1624350869040,"gmtModify":1703834148680,"author":{"id":"3581727570212837","authorId":"3581727570212837","name":"charlito","avatar":"https://static.tigerbbs.com/187f09a2c9b9e341d7b9423366682194","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581727570212837","authorIdStr":"3581727570212837"},"themes":[],"htmlText":"Lol joke, and the people who bought in are also gonna be taken for a ride","listText":"Lol joke, and the people who bought in are also gonna be taken for a ride","text":"Lol joke, and the people who bought in are also gonna be taken for a ride","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/129918680","repostId":"1162825947","repostType":4,"isVote":1,"tweetType":1,"viewCount":548,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802668872,"gmtCreate":1627777441596,"gmtModify":1703495615982,"author":{"id":"3581727570212837","authorId":"3581727570212837","name":"charlito","avatar":"https://static.tigerbbs.com/187f09a2c9b9e341d7b9423366682194","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581727570212837","authorIdStr":"3581727570212837"},"themes":[],"htmlText":"Cool i will really consider eh. The ARKK funds are useless","listText":"Cool i will really consider eh. The ARKK funds are useless","text":"Cool i will really consider eh. The ARKK funds are useless","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/802668872","repostId":"1162771150","repostType":4,"isVote":1,"tweetType":1,"viewCount":1562,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":174447777,"gmtCreate":1627133121799,"gmtModify":1703484656304,"author":{"id":"3581727570212837","authorId":"3581727570212837","name":"charlito","avatar":"https://static.tigerbbs.com/187f09a2c9b9e341d7b9423366682194","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581727570212837","authorIdStr":"3581727570212837"},"themes":[],"htmlText":"Ah... okay","listText":"Ah... okay","text":"Ah... okay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/174447777","repostId":"1109439356","repostType":4,"isVote":1,"tweetType":1,"viewCount":839,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":130441998,"gmtCreate":1621562911414,"gmtModify":1704359703799,"author":{"id":"3581727570212837","authorId":"3581727570212837","name":"charlito","avatar":"https://static.tigerbbs.com/187f09a2c9b9e341d7b9423366682194","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581727570212837","authorIdStr":"3581727570212837"},"themes":[],"htmlText":"Hahaha late to the game.. so many have been cleaned off","listText":"Hahaha late to the game.. so many have been cleaned off","text":"Hahaha late to the game.. so many have been cleaned off","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/130441998","repostId":"1116833275","repostType":4,"isVote":1,"tweetType":1,"viewCount":937,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3575626679495161","authorId":"3575626679495161","name":"PutraHafiz","avatar":"https://static.tigerbbs.com/42a039590d263c3993267bd41ebe50fc","crmLevel":11,"crmLevelSwitch":0,"idStr":"3575626679495161","authorIdStr":"3575626679495161"},"content":"This Elon is Setan dont u think so?","text":"This Elon is Setan dont u think so?","html":"This Elon is Setan dont u think so?"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":801056294,"gmtCreate":1627475731318,"gmtModify":1703490658084,"author":{"id":"3581727570212837","authorId":"3581727570212837","name":"charlito","avatar":"https://static.tigerbbs.com/187f09a2c9b9e341d7b9423366682194","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581727570212837","authorIdStr":"3581727570212837"},"themes":[],"htmlText":"Nithing will change..","listText":"Nithing will change..","text":"Nithing will change..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/801056294","repostId":"2154923466","repostType":4,"isVote":1,"tweetType":1,"viewCount":1624,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":166819233,"gmtCreate":1624001278822,"gmtModify":1703826214174,"author":{"id":"3581727570212837","authorId":"3581727570212837","name":"charlito","avatar":"https://static.tigerbbs.com/187f09a2c9b9e341d7b9423366682194","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581727570212837","authorIdStr":"3581727570212837"},"themes":[],"htmlText":"Agreed, going big on Baba!!","listText":"Agreed, going big on Baba!!","text":"Agreed, going big on Baba!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/166819233","repostId":"1175693382","repostType":4,"repost":{"id":"1175693382","kind":"news","pubTimestamp":1623978463,"share":"https://ttm.financial/m/news/1175693382?lang=en_US&edition=fundamental","pubTime":"2021-06-18 09:07","market":"hk","language":"en","title":"Alibaba Stock: The Bottoming Process Looks To Be Forming Already","url":"https://stock-news.laohu8.com/highlight/detail?id=1175693382","media":"seekingalpha","summary":"Alibaba is probably the most undervalued growth stock right now.The company’s multiple growth drivers within a rapidly expanding market made its valuations look even more baffling.The short term technical picture may be turning bullish with a potential double bottom price action signal.When we take things into clearer perspective by comparing China’s growth rate and size of its market to that of the U.S. e-commerce market, we could see the huge differences in their sizes and growth rates as the ","content":"<p><b>Summary</b></p>\n<ul>\n <li>Alibaba is probably the most undervalued growth stock right now.</li>\n <li>The company’s multiple growth drivers within a rapidly expanding market made its valuations look even more baffling.</li>\n <li>The short term technical picture may be turning bullish with a potential double bottom price action signal.</li>\n <li>We discuss the company’s multiple growth drivers and let investors judge for themselves.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/05e63c77d4f3f3dc3d618e43044638bb\" tg-width=\"768\" tg-height=\"512\"><span>Yongyuan Dai/iStock Unreleased via Getty Images</span></p>\n<p><b>The Technical Thesis</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7febf6ed056b0e3bc038321cdaad9b1c\" tg-width=\"1280\" tg-height=\"782\"><span>Source: TradingView</span></p>\n<p>Alibaba’s&nbsp;stock price has endured a terrible 8 months ever since its Ant Financial IPO was pulled in early Nov 20, with the stock languishing in the doldrums 34% off its high. When considering the health of its long term uptrend, it’s clear that BABA has a relatively strong uptrend bias and has generally been well supported along its key 50W MA. The only other time in the last 4 years that it lost its key 50W MA support level was during the 2018 bear market where BABA dropped about 40%, but was still well supported above the important 200W MA, which we usually consider as the “last line of defense”. Right now BABA is somewhat facing a similar situation again: down 34%, lost the 50W MA, but looks to be well supported above the 200W MA. In addition to that, one interesting observation in price action analysis may lead price action traders/investors to be especially bullish: a potential double bottom formation. BABA's price is seemingly going through a double bottom like it did during the 2018 bear market before it rallied strongly thereafter. As a result, BABA’s current level may offer a possible technical buy entry point now.</p>\n<p><b>BABA's Fundamental Thesis: Rapidly Expanding Growth Drivers</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eba49f5881708929949c30628eedc5d4\" tg-width=\"934\" tg-height=\"578\"><span>Annual GMV. Data source: Company filings</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a4d6c4ed3e2402f5af52b2dea8bab411\" tg-width=\"836\" tg-height=\"517\"><span>Annual e-commerce revenue. Data source: Company filings</span></p>\n<p>BABA’s GMV grew from 1.68T yuan to 7.49T yuan in just a matter of 7 years, which represented a CAGR of 23.8%, a truly amazing growth rate. We also saw its GMV growth being converted into revenue growth as its China commerce revenue grew from 7.67B yuan to 473.68B yuan, at a CAGR of 51% over the last 10 years. While its international footprint remains considerably smaller, it still grew at a CAGR of 30.42% over the last 10 years, which was by no means slow.</p>\n<p>Even though China’s e-commerce market is expected to grow considerably slower at a CAGR of 12.4% over the next three years, from 13.8T yuan, equivalent to $2.16T in 2021 to 19.6T yuan,equivalent to $3.06T by 2024, the massive size of the market still offers tremendous upside potential for BABA and its closest competitors to grow into.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ffe2dee43f267e1d1399c68e3ca60f36\" tg-width=\"600\" tg-height=\"371\"><span>E-commerce revenue in the U.S. Data source: Statista</span></p>\n<p>When we take things into clearer perspective by comparing China’s growth rate and size of its market to that of the U.S. e-commerce market, we could see the huge differences in their sizes and growth rates as the U.S. e-commerce market is only expected to grow at a CAGR of 4.67% from 2021 to 2025, which is significantly slower than China’s 12.4%. In addition, the U.S. market is also expected to reach about $563B in total revenue, which is 18% of what the China market is expected to be worth by then.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0d5a8d0d8a6a2dcdf667a6f33c6c9771\" tg-width=\"1280\" tg-height=\"702\"><span>Peers EBIT Margin and Projected EBIT Margin. Data source: S&amp;P Capital IQ</span></p>\n<p>Even though Alibaba has been facing increased competitive pressures from its fast growing key competitors: JD.com(NASDAQ:JD)and Pinduoduo(NASDAQ:PDD), BABA has already been operating a much more profitable business (both EBIT and FCF), and is expected to continue delivering strong profitability moving forward, which should give the company tremendous flexibility to compete head on with JD and PDD in its quest to extend its leadership. Investors may observe that BABA’s EBIT margin was affected by the one-off administrative penalty of $2,782M that was reflected in its SG&amp;A, and therefore skewed its EBIT margin to the downside.</p>\n<p>One important move was the company’s decision to further its investment in the Community Marketplace, which is PDD’s main e-commerce strategy that saw PDD gain a total of&nbsp;823M AAC&nbsp;in its latest quarter as compared to BABA’s 891M AAC. PDD’s AAC growth is truly phenomenal considering it had only&nbsp;100M AAC in Q2’C17&nbsp;as compared to BABA’s 466M AAC in the same period.</p>\n<p>Therefore, the momentum of growth has surely swung over to the Community Marketplace segment and BABA would need to pull out its big guns (which it has) to compete for dominance with PDD and JD.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3b83b69b08b1f4b11a26393c8e6eead5\" tg-width=\"600\" tg-height=\"371\"><span>Market size of community group buying in China. Data source: iiMedia Research</span></p>\n<p>Even though the expected total market size of 102B yuan by 2022 represented only about 21.5% of BABA’s FY 21 China commerce revenue, the expected rapid CAGR of 44.22% over 3 years from 2019 to 2022 cannot be missed by BABA. Although the market is still relatively small, BABA cannot allow the current leader in this market: PDD to so easily dominate and gobble up the early high growth rates at the ignorance of everyone else. Certainly BABA must compete and fight for its place in this segment and strive for early leadership to prevent PDD from extending its lead.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b97b2b4a8a182dc9846d8fb7e4039877\" tg-width=\"1280\" tg-height=\"770\"><span>PDD profitability metrics &amp; revenue growth forecast. Data source: S&amp;P Capital IQ</span></p>\n<p>We could observe from the above chart that PDD is expected to continue growing its revenue rapidly over the next few years, even though they are expected to normalize subsequently. More importantly, PDD is also expected to increasingly improve its EBIT and FCF profitability moving forward. This shows that the Community Marketplace segment is an highly important growth driver that BABA must use its strength to exploit in order to deny PDD’s claim to undisputed leadership so early on in the game.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3aadc32155b4108426a1a982e3b5b1c2\" tg-width=\"640\" tg-height=\"360\"><span>China public cloud spending. Source:China Internet Watch; Canalys</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1c1538b9f7bdc8d6d35a72d9acf8ecbc\" tg-width=\"600\" tg-height=\"371\"><span>Size of China public cloud market. Data source: CAICT; Sina.com.cn</span></p>\n<p>BABA has a 40% share in China’s public cloud market, way ahead of its key competitors. However, it’s important to note that despite this leadership, BABA is still in heavy investment mode to continue growing its market share as China’s public cloud market is expected to grow from 26.48B yuan in 2017 to 230.74B yuan by 2023, which would represent a CAGR of 43.4%, an incredibly stellar growth rate. This is especially clear when we compare China’s growth rate to the worldwide growth rate (see below) as public cloud spending worldwide is expected to grow from $145B in 2017 to $397B by 2022, that would represent a CAGR of 22.3%.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/06198c569504bc303c34563041dfb294\" tg-width=\"600\" tg-height=\"371\"><span>Worldwide public cloud spending. Data source: Gartner</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8482037f60575f964053ab732496bee3\" tg-width=\"1176\" tg-height=\"700\"><span>Worldwide public cloud market share. Source:CnTechPost; Gartner</span></p>\n<p>Therefore, I don’t find it surprising that Ali Cloud has continued to extend its lead over Alphabet’s(NASDAQ:GOOGL)(NASDAQ:GOOG)GCP with a market share of 9.5% in 2020. While AMZN remains the clear leader in the market, its market share has been coming down considerably as public cloud spending continues to expand, indicating that there is a huge potential for growth for multiple players to exist. With BABA’s leadership in the rapidly expanding Chinese market, I’m increasingly bullish on the future profit and FCF contribution from this segment to BABA’s performance over time. Although BABA’s cloud segment has not been EBIT profitable yet (FY 21 EBIT margin: -15%, FY 20 EBIT margin: -17.5%), it’s also useful to note that GCP has also not been profitable for Alphabet as well (FY 20 EBIT margin: -42.9%, FY 19 EBIT margin: -52%). Therefore, we need to give BABA some time to scale up its cloud services in APAC and in China where it is expected to have stronger leadership to allow it to grow faster and investors should expect this to be a highly profitable segment over time.</p>\n<p><b>BABA's Valuations Look Highly Compelling</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/62a087c4b3ef7efc2c5dde813e3b959d\" tg-width=\"1000\" tg-height=\"600\"><span>NTM TEV / EBIT 3Y range.</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b2605c0e5ad364a7a43929fef204595c\" tg-width=\"1280\" tg-height=\"687\"><span>EV / Fwd EBIT and EV / Fwd Rev trend. Data source: S&amp;P Capital IQ</span></p>\n<p>When we consider BABA's TEV / EBIT historical range, where the 3Y mean read 33.54x, BABA’s EV / Fwd EBIT trend certainly imply a hugely undervalued stock as BABA is still expected to grow its revenue and operating profits rapidly. However, as we wanted to obtain greater clarity over how its counterparts are also valued, we thought it would be useful if we value BABA’s EBIT over a set of benchmark companies that is presented below.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d27873e676dfb23c98d4a69aa5861e02\" tg-width=\"1280\" tg-height=\"1117\"><span>Peers EV / EBIT Valuations. Data source: S&amp;P Capital IQ</span></p>\n<p>By using a blend of historical and forward EBIT, we could see that BABA’s EV / EBIT really looks undervalued when compared to the median value of the set of observed values from the benchmark companies. We derived a fair value range for BABA of $294.98 at the midpoint of the range, that represented a potential upside of 40.5% based on the current stock price of $210.</p>\n<p><b>Risks to Assumptions</b></p>\n<p>Now, it’s obviously baffling to watch how Mr. Market has decided to discount BABA to such an extent as if the company has lost all its key sources of growth, when in fact there is still so much potential upside coming from its commerce segment, the new marketplace initiatives and its growing Ali Cloud segment, among others. The main realistic reason that we identified for the stock's underperformance would simply be regulatory risk. We think investors should acknowledge that this risk is very real and at times huge Chinese companies have found themselves to be subjected to extra scrutiny (which is nothing new in fact) by the Chinese government. What’s critical here is that the Chinese government seemingly has significant clout over the behavior and actions of their tech behemoths that at times may be largely unpredictable. The market certainly hates unpredictability and therefore they may have significantly discounted BABA as a result of that. If investors are not able to handle uncertainty with regard to potentially unpredictable regulatory actions and their aftermath, then BABA may not be appropriate for you. However, if you believe that this is just a blip in BABA’s long journey, then you would surely find BABA's valuations extremely attractive right now, coupled with a long term mindset.</p>\n<p><b>Wrapping It All Up</b></p>\n<p>Alibaba has continued to deliver solid results that demonstrated the strong capability of the company to execute well. As the company continues to operate within a market with so many growth drivers that are expected to drive the company’s future growth, investors should find the current valuations highly attractive.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba Stock: The Bottoming Process Looks To Be Forming Already</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba Stock: The Bottoming Process Looks To Be Forming Already\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-18 09:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4435297-alibaba-stock-bottoming-process-forming-buy-now><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nAlibaba is probably the most undervalued growth stock right now.\nThe company’s multiple growth drivers within a rapidly expanding market made its valuations look even more baffling.\nThe short...</p>\n\n<a href=\"https://seekingalpha.com/article/4435297-alibaba-stock-bottoming-process-forming-buy-now\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4435297-alibaba-stock-bottoming-process-forming-buy-now","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175693382","content_text":"Summary\n\nAlibaba is probably the most undervalued growth stock right now.\nThe company’s multiple growth drivers within a rapidly expanding market made its valuations look even more baffling.\nThe short term technical picture may be turning bullish with a potential double bottom price action signal.\nWe discuss the company’s multiple growth drivers and let investors judge for themselves.\n\nYongyuan Dai/iStock Unreleased via Getty Images\nThe Technical Thesis\nSource: TradingView\nAlibaba’s stock price has endured a terrible 8 months ever since its Ant Financial IPO was pulled in early Nov 20, with the stock languishing in the doldrums 34% off its high. When considering the health of its long term uptrend, it’s clear that BABA has a relatively strong uptrend bias and has generally been well supported along its key 50W MA. The only other time in the last 4 years that it lost its key 50W MA support level was during the 2018 bear market where BABA dropped about 40%, but was still well supported above the important 200W MA, which we usually consider as the “last line of defense”. Right now BABA is somewhat facing a similar situation again: down 34%, lost the 50W MA, but looks to be well supported above the 200W MA. In addition to that, one interesting observation in price action analysis may lead price action traders/investors to be especially bullish: a potential double bottom formation. BABA's price is seemingly going through a double bottom like it did during the 2018 bear market before it rallied strongly thereafter. As a result, BABA’s current level may offer a possible technical buy entry point now.\nBABA's Fundamental Thesis: Rapidly Expanding Growth Drivers\nAnnual GMV. Data source: Company filings\nAnnual e-commerce revenue. Data source: Company filings\nBABA’s GMV grew from 1.68T yuan to 7.49T yuan in just a matter of 7 years, which represented a CAGR of 23.8%, a truly amazing growth rate. We also saw its GMV growth being converted into revenue growth as its China commerce revenue grew from 7.67B yuan to 473.68B yuan, at a CAGR of 51% over the last 10 years. While its international footprint remains considerably smaller, it still grew at a CAGR of 30.42% over the last 10 years, which was by no means slow.\nEven though China’s e-commerce market is expected to grow considerably slower at a CAGR of 12.4% over the next three years, from 13.8T yuan, equivalent to $2.16T in 2021 to 19.6T yuan,equivalent to $3.06T by 2024, the massive size of the market still offers tremendous upside potential for BABA and its closest competitors to grow into.\nE-commerce revenue in the U.S. Data source: Statista\nWhen we take things into clearer perspective by comparing China’s growth rate and size of its market to that of the U.S. e-commerce market, we could see the huge differences in their sizes and growth rates as the U.S. e-commerce market is only expected to grow at a CAGR of 4.67% from 2021 to 2025, which is significantly slower than China’s 12.4%. In addition, the U.S. market is also expected to reach about $563B in total revenue, which is 18% of what the China market is expected to be worth by then.\nPeers EBIT Margin and Projected EBIT Margin. Data source: S&P Capital IQ\nEven though Alibaba has been facing increased competitive pressures from its fast growing key competitors: JD.com(NASDAQ:JD)and Pinduoduo(NASDAQ:PDD), BABA has already been operating a much more profitable business (both EBIT and FCF), and is expected to continue delivering strong profitability moving forward, which should give the company tremendous flexibility to compete head on with JD and PDD in its quest to extend its leadership. Investors may observe that BABA’s EBIT margin was affected by the one-off administrative penalty of $2,782M that was reflected in its SG&A, and therefore skewed its EBIT margin to the downside.\nOne important move was the company’s decision to further its investment in the Community Marketplace, which is PDD’s main e-commerce strategy that saw PDD gain a total of 823M AAC in its latest quarter as compared to BABA’s 891M AAC. PDD’s AAC growth is truly phenomenal considering it had only 100M AAC in Q2’C17 as compared to BABA’s 466M AAC in the same period.\nTherefore, the momentum of growth has surely swung over to the Community Marketplace segment and BABA would need to pull out its big guns (which it has) to compete for dominance with PDD and JD.\nMarket size of community group buying in China. Data source: iiMedia Research\nEven though the expected total market size of 102B yuan by 2022 represented only about 21.5% of BABA’s FY 21 China commerce revenue, the expected rapid CAGR of 44.22% over 3 years from 2019 to 2022 cannot be missed by BABA. Although the market is still relatively small, BABA cannot allow the current leader in this market: PDD to so easily dominate and gobble up the early high growth rates at the ignorance of everyone else. Certainly BABA must compete and fight for its place in this segment and strive for early leadership to prevent PDD from extending its lead.\nPDD profitability metrics & revenue growth forecast. Data source: S&P Capital IQ\nWe could observe from the above chart that PDD is expected to continue growing its revenue rapidly over the next few years, even though they are expected to normalize subsequently. More importantly, PDD is also expected to increasingly improve its EBIT and FCF profitability moving forward. This shows that the Community Marketplace segment is an highly important growth driver that BABA must use its strength to exploit in order to deny PDD’s claim to undisputed leadership so early on in the game.\nChina public cloud spending. Source:China Internet Watch; Canalys\nSize of China public cloud market. Data source: CAICT; Sina.com.cn\nBABA has a 40% share in China’s public cloud market, way ahead of its key competitors. However, it’s important to note that despite this leadership, BABA is still in heavy investment mode to continue growing its market share as China’s public cloud market is expected to grow from 26.48B yuan in 2017 to 230.74B yuan by 2023, which would represent a CAGR of 43.4%, an incredibly stellar growth rate. This is especially clear when we compare China’s growth rate to the worldwide growth rate (see below) as public cloud spending worldwide is expected to grow from $145B in 2017 to $397B by 2022, that would represent a CAGR of 22.3%.\nWorldwide public cloud spending. Data source: Gartner\nWorldwide public cloud market share. Source:CnTechPost; Gartner\nTherefore, I don’t find it surprising that Ali Cloud has continued to extend its lead over Alphabet’s(NASDAQ:GOOGL)(NASDAQ:GOOG)GCP with a market share of 9.5% in 2020. While AMZN remains the clear leader in the market, its market share has been coming down considerably as public cloud spending continues to expand, indicating that there is a huge potential for growth for multiple players to exist. With BABA’s leadership in the rapidly expanding Chinese market, I’m increasingly bullish on the future profit and FCF contribution from this segment to BABA’s performance over time. Although BABA’s cloud segment has not been EBIT profitable yet (FY 21 EBIT margin: -15%, FY 20 EBIT margin: -17.5%), it’s also useful to note that GCP has also not been profitable for Alphabet as well (FY 20 EBIT margin: -42.9%, FY 19 EBIT margin: -52%). Therefore, we need to give BABA some time to scale up its cloud services in APAC and in China where it is expected to have stronger leadership to allow it to grow faster and investors should expect this to be a highly profitable segment over time.\nBABA's Valuations Look Highly Compelling\nNTM TEV / EBIT 3Y range.\nEV / Fwd EBIT and EV / Fwd Rev trend. Data source: S&P Capital IQ\nWhen we consider BABA's TEV / EBIT historical range, where the 3Y mean read 33.54x, BABA’s EV / Fwd EBIT trend certainly imply a hugely undervalued stock as BABA is still expected to grow its revenue and operating profits rapidly. However, as we wanted to obtain greater clarity over how its counterparts are also valued, we thought it would be useful if we value BABA’s EBIT over a set of benchmark companies that is presented below.\nPeers EV / EBIT Valuations. Data source: S&P Capital IQ\nBy using a blend of historical and forward EBIT, we could see that BABA’s EV / EBIT really looks undervalued when compared to the median value of the set of observed values from the benchmark companies. We derived a fair value range for BABA of $294.98 at the midpoint of the range, that represented a potential upside of 40.5% based on the current stock price of $210.\nRisks to Assumptions\nNow, it’s obviously baffling to watch how Mr. Market has decided to discount BABA to such an extent as if the company has lost all its key sources of growth, when in fact there is still so much potential upside coming from its commerce segment, the new marketplace initiatives and its growing Ali Cloud segment, among others. The main realistic reason that we identified for the stock's underperformance would simply be regulatory risk. We think investors should acknowledge that this risk is very real and at times huge Chinese companies have found themselves to be subjected to extra scrutiny (which is nothing new in fact) by the Chinese government. What’s critical here is that the Chinese government seemingly has significant clout over the behavior and actions of their tech behemoths that at times may be largely unpredictable. The market certainly hates unpredictability and therefore they may have significantly discounted BABA as a result of that. If investors are not able to handle uncertainty with regard to potentially unpredictable regulatory actions and their aftermath, then BABA may not be appropriate for you. However, if you believe that this is just a blip in BABA’s long journey, then you would surely find BABA's valuations extremely attractive right now, coupled with a long term mindset.\nWrapping It All Up\nAlibaba has continued to deliver solid results that demonstrated the strong capability of the company to execute well. As the company continues to operate within a market with so many growth drivers that are expected to drive the company’s future growth, investors should find the current valuations highly attractive.","news_type":1,"symbols_score_info":{"09988":0.9,"BABA":0.9}},"isVote":1,"tweetType":1,"viewCount":593,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3581727570212837","authorId":"3581727570212837","name":"charlito","avatar":"https://static.tigerbbs.com/187f09a2c9b9e341d7b9423366682194","crmLevel":12,"crmLevelSwitch":0,"idStr":"3581727570212837","authorIdStr":"3581727570212837"},"content":"lets go lets go, go big and biggee","text":"lets go lets go, go big and biggee","html":"lets go lets go, go big and biggee"}],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}