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2023-01-26

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2 Growth Stocks Down More Than 50% to Buy Now

2023-01-26

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2 Growth Stocks Down More Than 50% to Buy Now

2023-01-18

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Top Calls on Wall Street: Apple, Tesla, Alphabet, Disney and More

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Top Calls on Wall Street: Tesla, Credit Suisse, Lockheed Martin and More

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U.S. Consumer Prices Rose 6.5% in December, In-Line With Economists’ Expectations

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Why Thursday’s U.S. CPI Report Might Kill Stock Market’s Hope of Inflation Melting Away

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US STOCKS-Wall St Ends Firmer, Growth Stocks Lead in Thin Trading

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Why Investors Should Avoid Tesla Stock In 2023

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Why the Bank of Japan’s Surprise Policy Twist Is Rattling Global Markets

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Top Calls on Wall Street: Tesla, Amazon, Netflix, Moderna, Nike, Coinbase and More

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Better Buy: Amazon vs. Apple

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Top Calls on Wall Street: Meta, American Airlines, Trip.com and More

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Elon Musk Sells Tesla Shares Worth $3.58 Billion

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U.S. Consumer Prices Rose 7.1% in November, Less Than Expected

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Half-Price Tesla Stock Is Still No Bargain

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23:29","market":"us","language":"en","title":"2 Growth Stocks Down More Than 50% to Buy Now","url":"https://stock-news.laohu8.com/highlight/detail?id=2305111142","media":"Motley Fool","summary":"Roku and Shopify are great bargains now.","content":"<html><head></head><body><p>Growth stocks have been crushed over the last year, but just as they ran too high during the pandemic, they now seem to have fallen too far during the sell-off.</p><p>Valuations have crumbled, and investors have gone from thinking industries like e-commerce would have limitless growth to believing that they&#39;re dead. That sell-off has created a buying opportunity, and two stocks down big that look especially promising are <b>Roku</b> and <b>Shopify</b>.</p><p>Here&#39;s a closer look at why each of these growth stocks holds significant long-term promise despite being down more than 50% over the past 12 months.</p><h2>1. Roku: Streaming is still growing</h2><p>Roku stock is down a whopping 89% from its peak in 2021, as seemingly everything has gone wrong for the leading streaming platform.</p><p>First, subscriber growth in services like <b>Netflix </b>seemed to hit a ceiling after a surge in growth earlier in the pandemic. The ad market also shriveled as brands are preparing for a recession and cutting spending. In fact, the slowdown is bad enough that Roku actually forecast a decline in revenue in the fourth quarter.</p><p>Roku has also swung from profits in 2021 to sizable losses as the company stepped up its investments in the business just as revenue growth started to slow.</p><p>However, it&#39;s a mistake to think the Roku growth story is dead. In fact, the company continues to grow users and viewing time, which is a sign that demand for its service remains strong.</p><p>Earlier in January, the company said it had topped 70 million active accounts globally, adding 9.9 million in 2022, more than the 8.9 million it gained in 2021. The company also said streaming hours increased 19% in the year to 87.4 billion, showing that Roku users are spending more time with the platform.</p><p>Roku&#39;s business is centered around advertising. It takes a 30% share of ad inventory from its streaming partners, and with several legacy media companies having recently launched streaming services and Netflix and <b>Disney</b> recently adding advertising tiers, Roku should get some significant tailwinds over time.</p><p>Despite the current headwinds, Roku&#39;s long-term growth still looks promising, and the stock should recover once the ad market picks up.</p><h2>2. Shopify: E-commerce will rebound</h2><p>Much like Roku stock plunged on weakness in the streaming industry, so has Shopify plunged due to the slowdown in e-commerce.</p><p>Shares of the e-commerce software leader have tumbled after surging on strong growth during the pandemic. Revenue growth has slowed as its profits have turned into losses, and it has seen a stretched valuation, which was up to a price-to-sales ratio over 50 at one point during the pandemic.</p><p>Shopify is far from the only e-commerce stock that&#39;s struggling lately. In fact, most have experienced the whipsaw effect of a boom and bust during the pandemic, including <b>Amazon</b>, <b>Etsy</b>, and <b><a href=\"https://laohu8.com/S/W\">Wayfair</a></b>.</p><p>Despite those headwinds, the long-term opportunity for Shopify is still intact. It&#39;s the clear leader in e-commerce software, and it&#39;s still outgrowing the industry, posting 21% constant-currency growth in gross merchandise volume during the Black Friday weekend. In addition, retail sales volume should continue to shift from brick-and-mortar stores to the online channel over time as delivery gets faster and more convenient and finding the product you want gets even easier.</p><p>As a software company, Shopify also has the capability to be highly profitable once the business scales and starts to mature, though the company has spent aggressively on growth throughout its history. For example, it spent $2.1 billion last year to acquire Deliverr, a fulfillment technology company, to beef up its own fulfillment network to better compete with Amazon. In fact, Shopify and Amazon increasingly appear to be on a collision course as Amazon as expanding its Buy with Prime program to all eligible merchants at the end of January, posing a potentially serious threat to Shopify.</p><p>However, if Shopify can fend off that threat, its growth should accelerate as it moves past the difficult comparisons from the pandemic, and it should get tailwinds from the economic recovery whenever that happens.</p><p>Expect Shopify to continue to develop its fulfillment network, and as it does, the platform will become more attractive to merchants and even more competitive with Amazon.</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 Growth Stocks Down More Than 50% to Buy Now</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2 Growth Stocks Down More Than 50% to Buy Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-25 23:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/01/24/2-growth-stocks-down-more-than-50-to-buy-now/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Growth stocks have been crushed over the last year, but just as they ran too high during the pandemic, they now seem to have fallen too far during the sell-off.Valuations have crumbled, and investors ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/01/24/2-growth-stocks-down-more-than-50-to-buy-now/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SHOP":"Shopify Inc","ROKU":"Roku Inc"},"source_url":"https://www.fool.com/investing/2023/01/24/2-growth-stocks-down-more-than-50-to-buy-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2305111142","content_text":"Growth stocks have been crushed over the last year, but just as they ran too high during the pandemic, they now seem to have fallen too far during the sell-off.Valuations have crumbled, and investors have gone from thinking industries like e-commerce would have limitless growth to believing that they're dead. That sell-off has created a buying opportunity, and two stocks down big that look especially promising are Roku and Shopify.Here's a closer look at why each of these growth stocks holds significant long-term promise despite being down more than 50% over the past 12 months.1. Roku: Streaming is still growingRoku stock is down a whopping 89% from its peak in 2021, as seemingly everything has gone wrong for the leading streaming platform.First, subscriber growth in services like Netflix seemed to hit a ceiling after a surge in growth earlier in the pandemic. The ad market also shriveled as brands are preparing for a recession and cutting spending. In fact, the slowdown is bad enough that Roku actually forecast a decline in revenue in the fourth quarter.Roku has also swung from profits in 2021 to sizable losses as the company stepped up its investments in the business just as revenue growth started to slow.However, it's a mistake to think the Roku growth story is dead. In fact, the company continues to grow users and viewing time, which is a sign that demand for its service remains strong.Earlier in January, the company said it had topped 70 million active accounts globally, adding 9.9 million in 2022, more than the 8.9 million it gained in 2021. The company also said streaming hours increased 19% in the year to 87.4 billion, showing that Roku users are spending more time with the platform.Roku's business is centered around advertising. It takes a 30% share of ad inventory from its streaming partners, and with several legacy media companies having recently launched streaming services and Netflix and Disney recently adding advertising tiers, Roku should get some significant tailwinds over time.Despite the current headwinds, Roku's long-term growth still looks promising, and the stock should recover once the ad market picks up.2. Shopify: E-commerce will reboundMuch like Roku stock plunged on weakness in the streaming industry, so has Shopify plunged due to the slowdown in e-commerce.Shares of the e-commerce software leader have tumbled after surging on strong growth during the pandemic. Revenue growth has slowed as its profits have turned into losses, and it has seen a stretched valuation, which was up to a price-to-sales ratio over 50 at one point during the pandemic.Shopify is far from the only e-commerce stock that's struggling lately. In fact, most have experienced the whipsaw effect of a boom and bust during the pandemic, including Amazon, Etsy, and Wayfair.Despite those headwinds, the long-term opportunity for Shopify is still intact. It's the clear leader in e-commerce software, and it's still outgrowing the industry, posting 21% constant-currency growth in gross merchandise volume during the Black Friday weekend. In addition, retail sales volume should continue to shift from brick-and-mortar stores to the online channel over time as delivery gets faster and more convenient and finding the product you want gets even easier.As a software company, Shopify also has the capability to be highly profitable once the business scales and starts to mature, though the company has spent aggressively on growth throughout its history. For example, it spent $2.1 billion last year to acquire Deliverr, a fulfillment technology company, to beef up its own fulfillment network to better compete with Amazon. In fact, Shopify and Amazon increasingly appear to be on a collision course as Amazon as expanding its Buy with Prime program to all eligible merchants at the end of January, posing a potentially serious threat to Shopify.However, if Shopify can fend off that threat, its growth should accelerate as it moves past the difficult comparisons from the pandemic, and it should get tailwinds from the economic recovery whenever that happens.Expect Shopify to continue to develop its fulfillment network, and as it does, the platform will become more attractive to merchants and even more competitive with Amazon.","news_type":1},"isVote":1,"tweetType":1,"viewCount":463,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952635802,"gmtCreate":1674685277506,"gmtModify":1676538952333,"author":{"id":"3581739666390904","authorId":"3581739666390904","name":"ArcticFox88","avatar":"https://static.tigerbbs.com/cb1f244ecf651567e5baa7863d330262","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581739666390904","authorIdStr":"3581739666390904"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9952635802","repostId":"2305111142","repostType":4,"repost":{"id":"2305111142","kind":"highlight","pubTimestamp":1674660541,"share":"https://ttm.financial/m/news/2305111142?lang=&edition=fundamental","pubTime":"2023-01-25 23:29","market":"us","language":"en","title":"2 Growth Stocks Down More Than 50% to Buy Now","url":"https://stock-news.laohu8.com/highlight/detail?id=2305111142","media":"Motley Fool","summary":"Roku and Shopify are great bargains now.","content":"<html><head></head><body><p>Growth stocks have been crushed over the last year, but just as they ran too high during the pandemic, they now seem to have fallen too far during the sell-off.</p><p>Valuations have crumbled, and investors have gone from thinking industries like e-commerce would have limitless growth to believing that they&#39;re dead. That sell-off has created a buying opportunity, and two stocks down big that look especially promising are <b>Roku</b> and <b>Shopify</b>.</p><p>Here&#39;s a closer look at why each of these growth stocks holds significant long-term promise despite being down more than 50% over the past 12 months.</p><h2>1. Roku: Streaming is still growing</h2><p>Roku stock is down a whopping 89% from its peak in 2021, as seemingly everything has gone wrong for the leading streaming platform.</p><p>First, subscriber growth in services like <b>Netflix </b>seemed to hit a ceiling after a surge in growth earlier in the pandemic. The ad market also shriveled as brands are preparing for a recession and cutting spending. In fact, the slowdown is bad enough that Roku actually forecast a decline in revenue in the fourth quarter.</p><p>Roku has also swung from profits in 2021 to sizable losses as the company stepped up its investments in the business just as revenue growth started to slow.</p><p>However, it&#39;s a mistake to think the Roku growth story is dead. In fact, the company continues to grow users and viewing time, which is a sign that demand for its service remains strong.</p><p>Earlier in January, the company said it had topped 70 million active accounts globally, adding 9.9 million in 2022, more than the 8.9 million it gained in 2021. The company also said streaming hours increased 19% in the year to 87.4 billion, showing that Roku users are spending more time with the platform.</p><p>Roku&#39;s business is centered around advertising. It takes a 30% share of ad inventory from its streaming partners, and with several legacy media companies having recently launched streaming services and Netflix and <b>Disney</b> recently adding advertising tiers, Roku should get some significant tailwinds over time.</p><p>Despite the current headwinds, Roku&#39;s long-term growth still looks promising, and the stock should recover once the ad market picks up.</p><h2>2. Shopify: E-commerce will rebound</h2><p>Much like Roku stock plunged on weakness in the streaming industry, so has Shopify plunged due to the slowdown in e-commerce.</p><p>Shares of the e-commerce software leader have tumbled after surging on strong growth during the pandemic. Revenue growth has slowed as its profits have turned into losses, and it has seen a stretched valuation, which was up to a price-to-sales ratio over 50 at one point during the pandemic.</p><p>Shopify is far from the only e-commerce stock that&#39;s struggling lately. In fact, most have experienced the whipsaw effect of a boom and bust during the pandemic, including <b>Amazon</b>, <b>Etsy</b>, and <b><a href=\"https://laohu8.com/S/W\">Wayfair</a></b>.</p><p>Despite those headwinds, the long-term opportunity for Shopify is still intact. It&#39;s the clear leader in e-commerce software, and it&#39;s still outgrowing the industry, posting 21% constant-currency growth in gross merchandise volume during the Black Friday weekend. In addition, retail sales volume should continue to shift from brick-and-mortar stores to the online channel over time as delivery gets faster and more convenient and finding the product you want gets even easier.</p><p>As a software company, Shopify also has the capability to be highly profitable once the business scales and starts to mature, though the company has spent aggressively on growth throughout its history. For example, it spent $2.1 billion last year to acquire Deliverr, a fulfillment technology company, to beef up its own fulfillment network to better compete with Amazon. In fact, Shopify and Amazon increasingly appear to be on a collision course as Amazon as expanding its Buy with Prime program to all eligible merchants at the end of January, posing a potentially serious threat to Shopify.</p><p>However, if Shopify can fend off that threat, its growth should accelerate as it moves past the difficult comparisons from the pandemic, and it should get tailwinds from the economic recovery whenever that happens.</p><p>Expect Shopify to continue to develop its fulfillment network, and as it does, the platform will become more attractive to merchants and even more competitive with Amazon.</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 Growth Stocks Down More Than 50% to Buy Now</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2 Growth Stocks Down More Than 50% to Buy Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-25 23:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/01/24/2-growth-stocks-down-more-than-50-to-buy-now/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Growth stocks have been crushed over the last year, but just as they ran too high during the pandemic, they now seem to have fallen too far during the sell-off.Valuations have crumbled, and investors ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/01/24/2-growth-stocks-down-more-than-50-to-buy-now/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SHOP":"Shopify Inc","ROKU":"Roku Inc"},"source_url":"https://www.fool.com/investing/2023/01/24/2-growth-stocks-down-more-than-50-to-buy-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2305111142","content_text":"Growth stocks have been crushed over the last year, but just as they ran too high during the pandemic, they now seem to have fallen too far during the sell-off.Valuations have crumbled, and investors have gone from thinking industries like e-commerce would have limitless growth to believing that they're dead. That sell-off has created a buying opportunity, and two stocks down big that look especially promising are Roku and Shopify.Here's a closer look at why each of these growth stocks holds significant long-term promise despite being down more than 50% over the past 12 months.1. Roku: Streaming is still growingRoku stock is down a whopping 89% from its peak in 2021, as seemingly everything has gone wrong for the leading streaming platform.First, subscriber growth in services like Netflix seemed to hit a ceiling after a surge in growth earlier in the pandemic. The ad market also shriveled as brands are preparing for a recession and cutting spending. In fact, the slowdown is bad enough that Roku actually forecast a decline in revenue in the fourth quarter.Roku has also swung from profits in 2021 to sizable losses as the company stepped up its investments in the business just as revenue growth started to slow.However, it's a mistake to think the Roku growth story is dead. In fact, the company continues to grow users and viewing time, which is a sign that demand for its service remains strong.Earlier in January, the company said it had topped 70 million active accounts globally, adding 9.9 million in 2022, more than the 8.9 million it gained in 2021. The company also said streaming hours increased 19% in the year to 87.4 billion, showing that Roku users are spending more time with the platform.Roku's business is centered around advertising. It takes a 30% share of ad inventory from its streaming partners, and with several legacy media companies having recently launched streaming services and Netflix and Disney recently adding advertising tiers, Roku should get some significant tailwinds over time.Despite the current headwinds, Roku's long-term growth still looks promising, and the stock should recover once the ad market picks up.2. Shopify: E-commerce will reboundMuch like Roku stock plunged on weakness in the streaming industry, so has Shopify plunged due to the slowdown in e-commerce.Shares of the e-commerce software leader have tumbled after surging on strong growth during the pandemic. Revenue growth has slowed as its profits have turned into losses, and it has seen a stretched valuation, which was up to a price-to-sales ratio over 50 at one point during the pandemic.Shopify is far from the only e-commerce stock that's struggling lately. In fact, most have experienced the whipsaw effect of a boom and bust during the pandemic, including Amazon, Etsy, and Wayfair.Despite those headwinds, the long-term opportunity for Shopify is still intact. It's the clear leader in e-commerce software, and it's still outgrowing the industry, posting 21% constant-currency growth in gross merchandise volume during the Black Friday weekend. In addition, retail sales volume should continue to shift from brick-and-mortar stores to the online channel over time as delivery gets faster and more convenient and finding the product you want gets even easier.As a software company, Shopify also has the capability to be highly profitable once the business scales and starts to mature, though the company has spent aggressively on growth throughout its history. For example, it spent $2.1 billion last year to acquire Deliverr, a fulfillment technology company, to beef up its own fulfillment network to better compete with Amazon. In fact, Shopify and Amazon increasingly appear to be on a collision course as Amazon as expanding its Buy with Prime program to all eligible merchants at the end of January, posing a potentially serious threat to Shopify.However, if Shopify can fend off that threat, its growth should accelerate as it moves past the difficult comparisons from the pandemic, and it should get tailwinds from the economic recovery whenever that happens.Expect Shopify to continue to develop its fulfillment network, and as it does, the platform will become more attractive to merchants and even more competitive with Amazon.","news_type":1},"isVote":1,"tweetType":1,"viewCount":542,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9956666074,"gmtCreate":1673996058299,"gmtModify":1676538913111,"author":{"id":"3581739666390904","authorId":"3581739666390904","name":"ArcticFox88","avatar":"https://static.tigerbbs.com/cb1f244ecf651567e5baa7863d330262","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581739666390904","authorIdStr":"3581739666390904"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9956666074","repostId":"1122118074","repostType":4,"repost":{"id":"1122118074","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":1673968075,"share":"https://ttm.financial/m/news/1122118074?lang=&edition=fundamental","pubTime":"2023-01-17 23:07","market":"us","language":"en","title":"Top Calls on Wall Street: Apple, Tesla, Alphabet, Disney and More","url":"https://stock-news.laohu8.com/highlight/detail?id=1122118074","media":"Tiger Newspress","summary":"Here are Tuesday’s biggest calls on Wall Street:Evercore ISI adds a tactical outperform on AppleEver","content":"<html><head></head><body><p>Here are Tuesday’s biggest calls on Wall Street:</p><h2>Evercore ISI adds a tactical outperform on Apple</h2><p>Evercore said investors should look past iPhone headwinds when Apple reports earnings on Feb. 2.</p><blockquote>“While reported earnings might be below current street expectations ($123B/$1.98) due to the iPhone production shutdowns, we are expecting a Mar-qtr guide that is ~5% above consensus driven by the recovery of iPhone sales lost in the Dec-qtr.”</blockquote><h2>Bernstein reiterates Tesla as underperform</h2><p>Bernstein said it remains torn about Tesla shares.</p><blockquote>“On one hand, the stock is now trading at close to our 2050 DCF investor sentiment is poor and if consensus numbers get appropriately reset, there could be limited downside risk to estimates. That said, it is unclear if consensus numbers will get reset sufficiently and whether Tesla could still struggle with demand issues over the course of the year.”</blockquote><h2>Goldman Sachs reiterates Tesla as buy</h2><p>Goldman is sticking with its buy rating on Tesla even after the automaker said last week it was lowering prices.</p><blockquote>“Although the reduced prices for Tesla vehicles will likely result in lower earnings, we expect this to help drive stronger volumes all else equal.”</blockquote><h2>Bank of America names Alphabet a top 2023 pick</h2><p>Bank of America named the stock a top pick in 2023 and said it likes company’s with “defensive positioning.”</p><blockquote>“We have only one Buy in the group, Alphabet, which we see as a more defensive value-focused stock.”</blockquote><h2>JPMorgan reiterates Amazon as a best idea</h2><p>JPM said it’s staying bullish heading into earnings later this quarter.</p><blockquote>“Still, AMZN remains our Best Idea &amp; we remain confident the company can re-accelerate revenue growth &amp; expand operating margins in 2023, driven primarily by Retail improvement.”</blockquote><h2>Wells Fargo downgrades Pfizer to equal weight from overweight</h2><p>Wells said Pfizer’s stock needs a “reset” before it can work again.</p><blockquote>“Meanwhile, uncertainty around COVID business could make investors nervous. COVID reset could occur when guidance is provided on 4Q′22 call.”</blockquote><h2>Goldman Sachs reiterates Microsoft as buy</h2><p>Goldman said Microsoft has a “durable” earnings profile heading into its quarterly results next week.</p><blockquote>“With Microsoft lagging the NASDAQ since its most recent peak on Aug 15, and trading at 20x C24 P/E, we believe the stocks’ go-forward performance is predicated on earnings durability rather than revenue growth.”</blockquote><h2>UBS reiterates Disney as buy</h2><p>UBS said it’s bullish heading into Disney earnings in early February.</p><blockquote>“We expect F1Q to show continued Parks strength (incl. record EBIT) and slightly improved DTC dilution while DTC adds slow &amp; linear is impacted by a mixed ad environment.”</blockquote><h2>Evercore ISI reiterates Netflix as outperform</h2><p>Evercore said it’s staying bullish heading into Netflix earnings Thursday.</p><blockquote>“Based on intra-quarter data points, we view the Street’s Q4 Revenue and 4.5MM Net Adds estimates as reasonable.”</blockquote><h2>JMP downgrades Snap to market perform from market outperform</h2><p>JMP downgraded the stock due to rising competition concerns.</p><blockquote>“We downgrade shares of Snap to Market Perform from Market Outperform as we reduce Snap estimates again given declining U.S. time spent on Snap, which we believe is a direct consequence of increased competition from Reels (META, MO, $150 PT) and YouTube Shorts.”</blockquote><h2>Piper Sandler downgrades Bank of America to underweight from neutral and Wells Fargo to neutral from overweight</h2><p>Piper said in its downgrade of Bank of America and Wells Fargo that it’s concerned about a tougher outlook after the banking giant’s reported earnings last week.</p><blockquote>“It seems likely the 4Q represented a high-water mark here, and a tougher outlook (esp. thanks to deposit mix/migration) weighs on our expectations – the starting point for 2024 could be especially tough.”</blockquote><h2>Truist downgrades Roku to hold from buy</h2><p>Truist said Roku’s valuation is full.</p><blockquote>“Downgrade to Hold (from Buy), $50 year-end 2023 PT (from $90) on 20x/16x terminal EPS/EBITDA (leaving room for more cost actions). 2) Lowest visibility in group, given highest macro sensitivity and toughest disclosures/accounting, though we believe well-known.”</blockquote></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>Top Calls on Wall Street: Apple, Tesla, Alphabet, Disney and More</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\">\nTop Calls on Wall Street: Apple, Tesla, Alphabet, Disney and More\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\">2023-01-17 23:07</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Here are Tuesday’s biggest calls on Wall Street:</p><h2>Evercore ISI adds a tactical outperform on Apple</h2><p>Evercore said investors should look past iPhone headwinds when Apple reports earnings on Feb. 2.</p><blockquote>“While reported earnings might be below current street expectations ($123B/$1.98) due to the iPhone production shutdowns, we are expecting a Mar-qtr guide that is ~5% above consensus driven by the recovery of iPhone sales lost in the Dec-qtr.”</blockquote><h2>Bernstein reiterates Tesla as underperform</h2><p>Bernstein said it remains torn about Tesla shares.</p><blockquote>“On one hand, the stock is now trading at close to our 2050 DCF investor sentiment is poor and if consensus numbers get appropriately reset, there could be limited downside risk to estimates. That said, it is unclear if consensus numbers will get reset sufficiently and whether Tesla could still struggle with demand issues over the course of the year.”</blockquote><h2>Goldman Sachs reiterates Tesla as buy</h2><p>Goldman is sticking with its buy rating on Tesla even after the automaker said last week it was lowering prices.</p><blockquote>“Although the reduced prices for Tesla vehicles will likely result in lower earnings, we expect this to help drive stronger volumes all else equal.”</blockquote><h2>Bank of America names Alphabet a top 2023 pick</h2><p>Bank of America named the stock a top pick in 2023 and said it likes company’s with “defensive positioning.”</p><blockquote>“We have only one Buy in the group, Alphabet, which we see as a more defensive value-focused stock.”</blockquote><h2>JPMorgan reiterates Amazon as a best idea</h2><p>JPM said it’s staying bullish heading into earnings later this quarter.</p><blockquote>“Still, AMZN remains our Best Idea &amp; we remain confident the company can re-accelerate revenue growth &amp; expand operating margins in 2023, driven primarily by Retail improvement.”</blockquote><h2>Wells Fargo downgrades Pfizer to equal weight from overweight</h2><p>Wells said Pfizer’s stock needs a “reset” before it can work again.</p><blockquote>“Meanwhile, uncertainty around COVID business could make investors nervous. COVID reset could occur when guidance is provided on 4Q′22 call.”</blockquote><h2>Goldman Sachs reiterates Microsoft as buy</h2><p>Goldman said Microsoft has a “durable” earnings profile heading into its quarterly results next week.</p><blockquote>“With Microsoft lagging the NASDAQ since its most recent peak on Aug 15, and trading at 20x C24 P/E, we believe the stocks’ go-forward performance is predicated on earnings durability rather than revenue growth.”</blockquote><h2>UBS reiterates Disney as buy</h2><p>UBS said it’s bullish heading into Disney earnings in early February.</p><blockquote>“We expect F1Q to show continued Parks strength (incl. record EBIT) and slightly improved DTC dilution while DTC adds slow &amp; linear is impacted by a mixed ad environment.”</blockquote><h2>Evercore ISI reiterates Netflix as outperform</h2><p>Evercore said it’s staying bullish heading into Netflix earnings Thursday.</p><blockquote>“Based on intra-quarter data points, we view the Street’s Q4 Revenue and 4.5MM Net Adds estimates as reasonable.”</blockquote><h2>JMP downgrades Snap to market perform from market outperform</h2><p>JMP downgraded the stock due to rising competition concerns.</p><blockquote>“We downgrade shares of Snap to Market Perform from Market Outperform as we reduce Snap estimates again given declining U.S. time spent on Snap, which we believe is a direct consequence of increased competition from Reels (META, MO, $150 PT) and YouTube Shorts.”</blockquote><h2>Piper Sandler downgrades Bank of America to underweight from neutral and Wells Fargo to neutral from overweight</h2><p>Piper said in its downgrade of Bank of America and Wells Fargo that it’s concerned about a tougher outlook after the banking giant’s reported earnings last week.</p><blockquote>“It seems likely the 4Q represented a high-water mark here, and a tougher outlook (esp. thanks to deposit mix/migration) weighs on our expectations – the starting point for 2024 could be especially tough.”</blockquote><h2>Truist downgrades Roku to hold from buy</h2><p>Truist said Roku’s valuation is full.</p><blockquote>“Downgrade to Hold (from Buy), $50 year-end 2023 PT (from $90) on 20x/16x terminal EPS/EBITDA (leaving room for more cost actions). 2) Lowest visibility in group, given highest macro sensitivity and toughest disclosures/accounting, though we believe well-known.”</blockquote></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BAC":"美国银行","AAPL":"苹果","MSFT":"微软","AMZN":"亚马逊","TSLA":"特斯拉","SNAP":"Snap Inc","WFC":"富国银行","DIS":"迪士尼","PFE":"辉瑞","ROKU":"Roku Inc","GOOGL":"谷歌A","NFLX":"奈飞"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122118074","content_text":"Here are Tuesday’s biggest calls on Wall Street:Evercore ISI adds a tactical outperform on AppleEvercore said investors should look past iPhone headwinds when Apple reports earnings on Feb. 2.“While reported earnings might be below current street expectations ($123B/$1.98) due to the iPhone production shutdowns, we are expecting a Mar-qtr guide that is ~5% above consensus driven by the recovery of iPhone sales lost in the Dec-qtr.”Bernstein reiterates Tesla as underperformBernstein said it remains torn about Tesla shares.“On one hand, the stock is now trading at close to our 2050 DCF investor sentiment is poor and if consensus numbers get appropriately reset, there could be limited downside risk to estimates. That said, it is unclear if consensus numbers will get reset sufficiently and whether Tesla could still struggle with demand issues over the course of the year.”Goldman Sachs reiterates Tesla as buyGoldman is sticking with its buy rating on Tesla even after the automaker said last week it was lowering prices.“Although the reduced prices for Tesla vehicles will likely result in lower earnings, we expect this to help drive stronger volumes all else equal.”Bank of America names Alphabet a top 2023 pickBank of America named the stock a top pick in 2023 and said it likes company’s with “defensive positioning.”“We have only one Buy in the group, Alphabet, which we see as a more defensive value-focused stock.”JPMorgan reiterates Amazon as a best ideaJPM said it’s staying bullish heading into earnings later this quarter.“Still, AMZN remains our Best Idea & we remain confident the company can re-accelerate revenue growth & expand operating margins in 2023, driven primarily by Retail improvement.”Wells Fargo downgrades Pfizer to equal weight from overweightWells said Pfizer’s stock needs a “reset” before it can work again.“Meanwhile, uncertainty around COVID business could make investors nervous. COVID reset could occur when guidance is provided on 4Q′22 call.”Goldman Sachs reiterates Microsoft as buyGoldman said Microsoft has a “durable” earnings profile heading into its quarterly results next week.“With Microsoft lagging the NASDAQ since its most recent peak on Aug 15, and trading at 20x C24 P/E, we believe the stocks’ go-forward performance is predicated on earnings durability rather than revenue growth.”UBS reiterates Disney as buyUBS said it’s bullish heading into Disney earnings in early February.“We expect F1Q to show continued Parks strength (incl. record EBIT) and slightly improved DTC dilution while DTC adds slow & linear is impacted by a mixed ad environment.”Evercore ISI reiterates Netflix as outperformEvercore said it’s staying bullish heading into Netflix earnings Thursday.“Based on intra-quarter data points, we view the Street’s Q4 Revenue and 4.5MM Net Adds estimates as reasonable.”JMP downgrades Snap to market perform from market outperformJMP downgraded the stock due to rising competition concerns.“We downgrade shares of Snap to Market Perform from Market Outperform as we reduce Snap estimates again given declining U.S. time spent on Snap, which we believe is a direct consequence of increased competition from Reels (META, MO, $150 PT) and YouTube Shorts.”Piper Sandler downgrades Bank of America to underweight from neutral and Wells Fargo to neutral from overweightPiper said in its downgrade of Bank of America and Wells Fargo that it’s concerned about a tougher outlook after the banking giant’s reported earnings last week.“It seems likely the 4Q represented a high-water mark here, and a tougher outlook (esp. thanks to deposit mix/migration) weighs on our expectations – the starting point for 2024 could be especially tough.”Truist downgrades Roku to hold from buyTruist said Roku’s valuation is full.“Downgrade to Hold (from Buy), $50 year-end 2023 PT (from $90) on 20x/16x terminal EPS/EBITDA (leaving room for more cost actions). 2) Lowest visibility in group, given highest macro sensitivity and toughest disclosures/accounting, though we believe well-known.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":509,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9958345047,"gmtCreate":1673649891990,"gmtModify":1676538869824,"author":{"id":"3581739666390904","authorId":"3581739666390904","name":"ArcticFox88","avatar":"https://static.tigerbbs.com/cb1f244ecf651567e5baa7863d330262","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581739666390904","authorIdStr":"3581739666390904"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9958345047","repostId":"1167317624","repostType":4,"repost":{"id":"1167317624","kind":"news","pubTimestamp":1673622237,"share":"https://ttm.financial/m/news/1167317624?lang=&edition=fundamental","pubTime":"2023-01-13 23:03","market":"us","language":"en","title":"Top Calls on Wall Street: Tesla, Credit Suisse, Lockheed Martin and More","url":"https://stock-news.laohu8.com/highlight/detail?id=1167317624","media":"TheFly","summary":"Top 5 Upgrades:BofA analyst Michael Feniger upgraded Caterpillar(CAT) to Buy from Neutral with a pri","content":"<html><head></head><body><h2><b>Top 5 Upgrades:</b></h2><ul><li>BofA analyst Michael Feniger upgraded <b>Caterpillar</b>(CAT) to Buy from Neutral with a price target of $295, up from $217. Rising prices versus costs can provide a tailwind that &#34;provides cover in the near-term&#34; at a time of heightened uncertainty, Feniger argues.</li><li>RBC Capital analyst Mike Dahl upgraded <b>Vulcan Materials</b>(VMC) to Outperform from Sector Perform with a price target of $191, up from $170. Ramping infrastructure tailwinds and &#34;lagged&#34; non-residential strength should largely offset &#34;sharp headwinds&#34; from new residential construction in 2023, Dahl tells investors in a research note.</li><li>Wells Fargo analyst Seth Weber upgraded <b>TransUnion</b>(TRU) to Overweight from Equal Weight with a price target of $88, up from $70. The stock&#39;s significant underperformance provides an attractive entry point for a company with valuable data/info assets and decisioning tools, Weber tells investors in a research note.</li><li>JPMorgan analyst Guilherme Mendes upgraded <b>Copa Holdings</b>(CPA) to Overweight from Neutral with a price target of $132, up from $105. The analyst says Copa offers an &#34;interesting combination&#34; of a discounted valuation to its historical average and a &#34;relatively comfortable balance sheet situation.&#34;</li><li>Stifel analyst Andrew Partheniou upgraded <b>Organigram</b>(OGI) to Buy from Hold with an unchanged price target of C$1.50 after the company reported &#34;strong&#34; Q1 results. Profitability beat expectations with meaningful cash generation, noted Partheniou, who is raising his profitability estimates to reflect Q1 performance, management&#39;s gross margin guidance and the company&#39;s production expansions and innovation &#34;bearing fruit.&#34;</li></ul><h2><b>Top 5 Downgrades:</b></h2><ul><li>Goldman Sachs analyst Noah Poponak downgraded <b>Lockheed Martin</b>(LMT) to Sell from Neutral with a price target of $332, down from $388. The U.S. defense budget has grown significantly to an all-time high level, and with a large level of cumulative government debt, focus on slowing spending growth or reducing it outright could return in 2023, Poponak tells investors in a research note.</li><li>BTIG analyst Gray Powell downgraded <b>Fortinet</b>(FTNT) to Neutral from Buy without a price target. The analyst has increased appliance refresh concerns following channel checks. He has consistently heard increased concerns on firewall refresh delays in 2023 from contacts who have a view on large enterprise spending and Fortinet is most exposed to this risk, Powell tells investors in a research note.</li><li>Guggenheim analyst Michael Morris downgraded <b>Warner Music</b>(WMG) to Neutral from Buy with a price target of $35, down from $38, after updating his fiscal Q1 model to better reflect weaker-than-previously forecast Recorded Music streaming revenue. While he is still confident in the company&#39;s ability to monetize unique intellectual property, Morris is taking &#34;a modestly more conservative view&#34; of a sustained growth trajectory in streaming revenue and recorded music margin expansion.</li><li>Deutsche Bank analyst George Brown downgraded <b>Logitech</b>(LOGI) to Hold from Buy with a price target of CHF 54, down from CHF 68. The current downturn in the PC market is more severe than anticipated and the stock&#39;s risk/reward is more balanced given the extended replacement cycles, Brown tells investors in a research note.</li><li>Guggenheim analyst Ronald Jewsikow downgraded <b>Tesla</b>(TSLA) to Sell from Neutral.  Jewsikow forecasts a &#34;sizable&#34; gross margin miss in Q4 to be driven mainly by price reductions and incentive actions taken during the quarter.</li></ul><h2><b>Top 5 Initiations:</b></h2><ul><li>Deutsche Bank analyst Benjamin Goy reinstated coverage of <b>Credit Suisse</b>(CS) with a Hold rating and CHF 3.40 price target. The bank is taking the right steps but lowering costs, regaining operational momentum, and reducing the complexity of funding costs will take time, Goy tells investors in a research note.</li><li>Jefferies analyst Vedvati Shrote initiated coverage of <b>Teradyne</b>(TER) with a Buy rating and $115 price target as the analyst launched coverage on a pair of Back-End Test Equipment stocks. The industry has transformed into a high-single- to low-double-digit growth segment after &#34;a decade uninspiring growth,&#34; said Shrote, who calls out view Teradyne as a test equipment beneficiary as the market leader with 50% share.</li><li>Truist analyst Keith Hughes initiated coverage of <b>Summit Materials</b>(SUM) with a Buy rating and $40 price target. The analyst believes that the strong pricing in aggregates and cement will continue and offset cost, leading to EBITDA growth this year.</li><li>UBS analyst Rayna Kumar initiated coverage of <b>Pagaya</b>(PGY) with a Neutral rating and $1.25 price target. While Kumar estimates that from 2022E-2025E, Pagaya&#39;s AI-powered network could fuel a 26% network volume and 23% top-line CAGR, the analyst expects mounting macro headwinds from rising interest rates and consumer credit deterioration to continue to pressure Pagaya&#39;s loan approval rate in 2023, making it unlikely the company will achieve its 3-5 year medium-term network volume ambition of $25B, Kumar tells investors in a research note.</li><li>Capital One analyst Connor Murphy initiated coverage of <b>Workday</b>(WDAY) with an Overweight rating and $200 price target.</li></ul></body></html>","source":"lsy1666364704704","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>Top Calls on Wall Street: Tesla, Credit Suisse, Lockheed Martin and More</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\">\nTop Calls on Wall Street: Tesla, Credit Suisse, Lockheed Martin and More\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-13 23:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://thefly.com/landingPageNews.php?id=3645251&headline=FTNT;WMG;CAT;VMC;TRU;LMT;TSLA;LOGI;CPA;OGI;CS;TER;SUM;WDAY;PGY-Street-Wrap-Todays-Top--Upgrades-Downgrades-Initiations><strong>TheFly</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Top 5 Upgrades:BofA analyst Michael Feniger upgraded Caterpillar(CAT) to Buy from Neutral with a price target of $295, up from $217. Rising prices versus costs can provide a tailwind that \"provides ...</p>\n\n<a href=\"https://thefly.com/landingPageNews.php?id=3645251&headline=FTNT;WMG;CAT;VMC;TRU;LMT;TSLA;LOGI;CPA;OGI;CS;TER;SUM;WDAY;PGY-Street-Wrap-Todays-Top--Upgrades-Downgrades-Initiations\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","LMT":"洛克希德马丁"},"source_url":"https://thefly.com/landingPageNews.php?id=3645251&headline=FTNT;WMG;CAT;VMC;TRU;LMT;TSLA;LOGI;CPA;OGI;CS;TER;SUM;WDAY;PGY-Street-Wrap-Todays-Top--Upgrades-Downgrades-Initiations","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167317624","content_text":"Top 5 Upgrades:BofA analyst Michael Feniger upgraded Caterpillar(CAT) to Buy from Neutral with a price target of $295, up from $217. Rising prices versus costs can provide a tailwind that \"provides cover in the near-term\" at a time of heightened uncertainty, Feniger argues.RBC Capital analyst Mike Dahl upgraded Vulcan Materials(VMC) to Outperform from Sector Perform with a price target of $191, up from $170. Ramping infrastructure tailwinds and \"lagged\" non-residential strength should largely offset \"sharp headwinds\" from new residential construction in 2023, Dahl tells investors in a research note.Wells Fargo analyst Seth Weber upgraded TransUnion(TRU) to Overweight from Equal Weight with a price target of $88, up from $70. The stock's significant underperformance provides an attractive entry point for a company with valuable data/info assets and decisioning tools, Weber tells investors in a research note.JPMorgan analyst Guilherme Mendes upgraded Copa Holdings(CPA) to Overweight from Neutral with a price target of $132, up from $105. The analyst says Copa offers an \"interesting combination\" of a discounted valuation to its historical average and a \"relatively comfortable balance sheet situation.\"Stifel analyst Andrew Partheniou upgraded Organigram(OGI) to Buy from Hold with an unchanged price target of C$1.50 after the company reported \"strong\" Q1 results. Profitability beat expectations with meaningful cash generation, noted Partheniou, who is raising his profitability estimates to reflect Q1 performance, management's gross margin guidance and the company's production expansions and innovation \"bearing fruit.\"Top 5 Downgrades:Goldman Sachs analyst Noah Poponak downgraded Lockheed Martin(LMT) to Sell from Neutral with a price target of $332, down from $388. The U.S. defense budget has grown significantly to an all-time high level, and with a large level of cumulative government debt, focus on slowing spending growth or reducing it outright could return in 2023, Poponak tells investors in a research note.BTIG analyst Gray Powell downgraded Fortinet(FTNT) to Neutral from Buy without a price target. The analyst has increased appliance refresh concerns following channel checks. He has consistently heard increased concerns on firewall refresh delays in 2023 from contacts who have a view on large enterprise spending and Fortinet is most exposed to this risk, Powell tells investors in a research note.Guggenheim analyst Michael Morris downgraded Warner Music(WMG) to Neutral from Buy with a price target of $35, down from $38, after updating his fiscal Q1 model to better reflect weaker-than-previously forecast Recorded Music streaming revenue. While he is still confident in the company's ability to monetize unique intellectual property, Morris is taking \"a modestly more conservative view\" of a sustained growth trajectory in streaming revenue and recorded music margin expansion.Deutsche Bank analyst George Brown downgraded Logitech(LOGI) to Hold from Buy with a price target of CHF 54, down from CHF 68. The current downturn in the PC market is more severe than anticipated and the stock's risk/reward is more balanced given the extended replacement cycles, Brown tells investors in a research note.Guggenheim analyst Ronald Jewsikow downgraded Tesla(TSLA) to Sell from Neutral.  Jewsikow forecasts a \"sizable\" gross margin miss in Q4 to be driven mainly by price reductions and incentive actions taken during the quarter.Top 5 Initiations:Deutsche Bank analyst Benjamin Goy reinstated coverage of Credit Suisse(CS) with a Hold rating and CHF 3.40 price target. The bank is taking the right steps but lowering costs, regaining operational momentum, and reducing the complexity of funding costs will take time, Goy tells investors in a research note.Jefferies analyst Vedvati Shrote initiated coverage of Teradyne(TER) with a Buy rating and $115 price target as the analyst launched coverage on a pair of Back-End Test Equipment stocks. The industry has transformed into a high-single- to low-double-digit growth segment after \"a decade uninspiring growth,\" said Shrote, who calls out view Teradyne as a test equipment beneficiary as the market leader with 50% share.Truist analyst Keith Hughes initiated coverage of Summit Materials(SUM) with a Buy rating and $40 price target. The analyst believes that the strong pricing in aggregates and cement will continue and offset cost, leading to EBITDA growth this year.UBS analyst Rayna Kumar initiated coverage of Pagaya(PGY) with a Neutral rating and $1.25 price target. While Kumar estimates that from 2022E-2025E, Pagaya's AI-powered network could fuel a 26% network volume and 23% top-line CAGR, the analyst expects mounting macro headwinds from rising interest rates and consumer credit deterioration to continue to pressure Pagaya's loan approval rate in 2023, making it unlikely the company will achieve its 3-5 year medium-term network volume ambition of $25B, Kumar tells investors in a research note.Capital One analyst Connor Murphy initiated coverage of Workday(WDAY) with an Overweight rating and $200 price target.","news_type":1},"isVote":1,"tweetType":1,"viewCount":467,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9951791582,"gmtCreate":1673562346246,"gmtModify":1676538855696,"author":{"id":"3581739666390904","authorId":"3581739666390904","name":"ArcticFox88","avatar":"https://static.tigerbbs.com/cb1f244ecf651567e5baa7863d330262","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581739666390904","authorIdStr":"3581739666390904"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9951791582","repostId":"1123254057","repostType":4,"repost":{"id":"1123254057","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":1673530236,"share":"https://ttm.financial/m/news/1123254057?lang=&edition=fundamental","pubTime":"2023-01-12 21:30","market":"us","language":"en","title":"U.S. Consumer Prices Rose 6.5% in December, In-Line With Economists’ Expectations","url":"https://stock-news.laohu8.com/highlight/detail?id=1123254057","media":"Tiger Newspress","summary":"Inflation closed out 2022 in a modest retreat, with consumer prices posting their biggest monthly de","content":"<html><head></head><body><p>Inflation closed out 2022 in a modest retreat, with consumer prices posting their biggest monthly decline since early in the pandemic, the Labor Department reported Thursday.</p><p><img src=\"https://static.tigerbbs.com/5801c8b3e2397a2dfc1ccea334715581\" tg-width=\"586\" tg-height=\"132\" referrerpolicy=\"no-referrer\"/></p><p>The consumer price index, which measures the cost of a broad basket of goods and services, fell 0.1% for the month, in line with the Dow Jones estimate. That equated to the largest month-over-month decrease since April 2020, as much of the country was in lockdown to combat Covid.</p><p>Even with the decline, headline CPI rose 6.5% from a year ago, highlighting the persistent burden that rising cost of living has placed on U.S. households. However, that was the smallest annual increase since October 2021.</p><p>Excluding volatile food and energy prices, co-called core CPI rose 0.3%, also meeting expectations. It was up 5.7% from a year ago, once again in line.</p><p>CPI is the most closely watched inflation gauge as it takes into account moves in everything from a gallon of gas to a dozen eggs and the cost of airline tickets.</p><p>The Federal Reserve prefers a different gauge that adjusts for changes in consumer behavior. However, the central bank takes in a broad array of information when measuring inflation, with CPI being part of the puzzle.</p><p>Markets are watching the Fed’s moves closely was officials battle against inflation that at its peak was the highest in 41 years. Supply chain bottlenecks, the war in Ukraine and trillions in fiscal and monetary stimulus helped contribute to surging prices that spanned across most areas of the economy.</p><p>Policymakers are weighing how much further they need to go with interest rate hikes used to slow the economy and tame inflation. The Fed so far has raised its benchmark borrowing rate 4.25 percentage points to its highest level in 15 years. Officials have indicated the rate is likely to exceed 5% before they can step back to see the impact of the policy tightening.</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>U.S. Consumer Prices Rose 6.5% in December, In-Line With Economists’ Expectations</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\">\nU.S. Consumer Prices Rose 6.5% in December, In-Line With Economists’ Expectations\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\">2023-01-12 21:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Inflation closed out 2022 in a modest retreat, with consumer prices posting their biggest monthly decline since early in the pandemic, the Labor Department reported Thursday.</p><p><img src=\"https://static.tigerbbs.com/5801c8b3e2397a2dfc1ccea334715581\" tg-width=\"586\" tg-height=\"132\" referrerpolicy=\"no-referrer\"/></p><p>The consumer price index, which measures the cost of a broad basket of goods and services, fell 0.1% for the month, in line with the Dow Jones estimate. That equated to the largest month-over-month decrease since April 2020, as much of the country was in lockdown to combat Covid.</p><p>Even with the decline, headline CPI rose 6.5% from a year ago, highlighting the persistent burden that rising cost of living has placed on U.S. households. However, that was the smallest annual increase since October 2021.</p><p>Excluding volatile food and energy prices, co-called core CPI rose 0.3%, also meeting expectations. It was up 5.7% from a year ago, once again in line.</p><p>CPI is the most closely watched inflation gauge as it takes into account moves in everything from a gallon of gas to a dozen eggs and the cost of airline tickets.</p><p>The Federal Reserve prefers a different gauge that adjusts for changes in consumer behavior. However, the central bank takes in a broad array of information when measuring inflation, with CPI being part of the puzzle.</p><p>Markets are watching the Fed’s moves closely was officials battle against inflation that at its peak was the highest in 41 years. Supply chain bottlenecks, the war in Ukraine and trillions in fiscal and monetary stimulus helped contribute to surging prices that spanned across most areas of the economy.</p><p>Policymakers are weighing how much further they need to go with interest rate hikes used to slow the economy and tame inflation. The Fed so far has raised its benchmark borrowing rate 4.25 percentage points to its highest level in 15 years. Officials have indicated the rate is likely to exceed 5% before they can step back to see the impact of the policy tightening.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123254057","content_text":"Inflation closed out 2022 in a modest retreat, with consumer prices posting their biggest monthly decline since early in the pandemic, the Labor Department reported Thursday.The consumer price index, which measures the cost of a broad basket of goods and services, fell 0.1% for the month, in line with the Dow Jones estimate. That equated to the largest month-over-month decrease since April 2020, as much of the country was in lockdown to combat Covid.Even with the decline, headline CPI rose 6.5% from a year ago, highlighting the persistent burden that rising cost of living has placed on U.S. households. However, that was the smallest annual increase since October 2021.Excluding volatile food and energy prices, co-called core CPI rose 0.3%, also meeting expectations. It was up 5.7% from a year ago, once again in line.CPI is the most closely watched inflation gauge as it takes into account moves in everything from a gallon of gas to a dozen eggs and the cost of airline tickets.The Federal Reserve prefers a different gauge that adjusts for changes in consumer behavior. However, the central bank takes in a broad array of information when measuring inflation, with CPI being part of the puzzle.Markets are watching the Fed’s moves closely was officials battle against inflation that at its peak was the highest in 41 years. Supply chain bottlenecks, the war in Ukraine and trillions in fiscal and monetary stimulus helped contribute to surging prices that spanned across most areas of the economy.Policymakers are weighing how much further they need to go with interest rate hikes used to slow the economy and tame inflation. The Fed so far has raised its benchmark borrowing rate 4.25 percentage points to its highest level in 15 years. Officials have indicated the rate is likely to exceed 5% before they can step back to see the impact of the policy tightening.","news_type":1},"isVote":1,"tweetType":1,"viewCount":253,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9951220323,"gmtCreate":1673494890462,"gmtModify":1676538846185,"author":{"id":"3581739666390904","authorId":"3581739666390904","name":"ArcticFox88","avatar":"https://static.tigerbbs.com/cb1f244ecf651567e5baa7863d330262","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581739666390904","authorIdStr":"3581739666390904"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9951220323","repostId":"2302817558","repostType":4,"repost":{"id":"2302817558","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1673482764,"share":"https://ttm.financial/m/news/2302817558?lang=&edition=fundamental","pubTime":"2023-01-12 08:19","market":"us","language":"en","title":"Why Thursday’s U.S. CPI Report Might Kill Stock Market’s Hope of Inflation Melting Away","url":"https://stock-news.laohu8.com/highlight/detail?id=2302817558","media":"Dow Jones","summary":"Stock-market optimism that the peak of inflation is behind us leaves little room for error, says Kra","content":"<html><head></head><body><p>Stock-market optimism that the peak of inflation is behind us leaves little room for error, says Kramer of Mott Capital Management</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/987a22bd97ab2795885bd6b97e9a21b7\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/><span>Brandon Bell/Getty Images</span></p><p>A mild stock market rally to kick off the new year will be put to the test Thursday when investors face a highly-awaited U.S. inflation reading which could well help determine the size of the Federal Reserve&#39;s next interest-rate increase.</p><p>The December CPI reading from the Bureau of Labor Statistics, which tracks changes in the prices paid by consumers for goods and services, is expected to show a 6.5% rise from a year earlier, slowing from a 7.1% year-over-year rise seen in the previous month, according to a survey of economists by Dow Jones. The core price measure that strips out volatile food and fuel costs, is expected to rise 0.3% from November, or 5.7% year over year.</p><p>The December CPI will be particularly important for influencing the Fed&#39;s decision in its upcoming meeting which concludes February 1, said economists at Pimco. They expect the inflation and lsabor market data will have moderated sufficiently will push the central bank to pause rate hikes before their May meeting.</p><p>&#34;After hiking 50 basis points at the December meeting, we expect the Fed moves to a 25bp hiking pace in early February, and ultimately pause around 5%,&#34; wrote Pimco&#39;s economists Tiffany Wilding and Allison Boxer, in a Tuesday note.</p><p>However, since the Fed&#39;s December meeting, officials have relentlessly signaled the central bank will need to raise interest rates above 5% in order to get inflation to the 2% target, with no interest rate cuts expected this year. Fed funds futures traders now see a 78% likelihood of a 25 basis point hike at its February meeting, and a 68% chance of another in March, which would bring the terminal rate to merely 4.75-5% by mid-year, according to the CME FedWatch tool.</p><p>After two lower-than-expected CPI readings, which have given the market hope that inflation will melt away quickly, the December reading for inflation is essential to keep alive the market&#39;s hopes for falling inflation, Michael J. Kramer, founder of Mott Capital Management said in a Monday note.</p><p>&#34;Inflation swaps currently see inflation falling below 2.5% by the summer of 2023, which seems hopeful,&#34; Kramer said. &#34;This week&#39;s CPI reading will be essential in maintaining that view and could prove disastrous if CPI comes in hotter than expected, veering market-based inflation expectations off course.&#34;</p><p>The stock market is looking for an &#34;around 5%&#34; increase in December&#39;s core inflation, said Rhys Williams, chief strategist at Spouting Rock Asset Management. &#34;If you get a number in the low four [percent], the stock-market rally will continue. The market is very hyper-focused on data points.&#34;</p><p>U.S. stocks had a positive start to 2023 with hopes that cooling inflation and a potential recession may persuade the central bank to ease off the pace at which it is raising its policy interest rate.</p><p>Williams thinks inflation is coming down but it will not hit the central bank&#39;s 2% mark by summer 2023.</p><p>&#34;I think at some point the markets will realize, &#39;oh we can&#39;t get to 2%,&#34; and then the markets probably do sell off on that. I think maybe in short term [the stocks go] up and then in the second quarter, they go back down as people realize that 2% is not realistic,&#34; Williams told MarketWatch via phone.</p><p>U.S. stock indexes ended higher on Wednesday. The S&amp;P 500 was up 1.3%, while the Dow Jones Industrial Average gained 0.8% and the Nasdaq Composite advanced 1.8%.</p><p>Also Read: </p><p><a href=\"https://ttm.financial/NW/2302886853\" target=\"_blank\">Traders Lose Trust in CPI Data Security in Wake of Volume Shock</a>  </p><p><a href=\"https://ttm.financial/NW/2302647076\" target=\"_blank\">Forget Core CPI, Market Pros Are Searching for Supercore Inflation</a></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>Why Thursday’s U.S. CPI Report Might Kill Stock Market’s Hope of Inflation Melting Away</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 Thursday’s U.S. CPI Report Might Kill Stock Market’s Hope of Inflation Melting Away\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-01-12 08:19</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Stock-market optimism that the peak of inflation is behind us leaves little room for error, says Kramer of Mott Capital Management</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/987a22bd97ab2795885bd6b97e9a21b7\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/><span>Brandon Bell/Getty Images</span></p><p>A mild stock market rally to kick off the new year will be put to the test Thursday when investors face a highly-awaited U.S. inflation reading which could well help determine the size of the Federal Reserve&#39;s next interest-rate increase.</p><p>The December CPI reading from the Bureau of Labor Statistics, which tracks changes in the prices paid by consumers for goods and services, is expected to show a 6.5% rise from a year earlier, slowing from a 7.1% year-over-year rise seen in the previous month, according to a survey of economists by Dow Jones. The core price measure that strips out volatile food and fuel costs, is expected to rise 0.3% from November, or 5.7% year over year.</p><p>The December CPI will be particularly important for influencing the Fed&#39;s decision in its upcoming meeting which concludes February 1, said economists at Pimco. They expect the inflation and lsabor market data will have moderated sufficiently will push the central bank to pause rate hikes before their May meeting.</p><p>&#34;After hiking 50 basis points at the December meeting, we expect the Fed moves to a 25bp hiking pace in early February, and ultimately pause around 5%,&#34; wrote Pimco&#39;s economists Tiffany Wilding and Allison Boxer, in a Tuesday note.</p><p>However, since the Fed&#39;s December meeting, officials have relentlessly signaled the central bank will need to raise interest rates above 5% in order to get inflation to the 2% target, with no interest rate cuts expected this year. Fed funds futures traders now see a 78% likelihood of a 25 basis point hike at its February meeting, and a 68% chance of another in March, which would bring the terminal rate to merely 4.75-5% by mid-year, according to the CME FedWatch tool.</p><p>After two lower-than-expected CPI readings, which have given the market hope that inflation will melt away quickly, the December reading for inflation is essential to keep alive the market&#39;s hopes for falling inflation, Michael J. Kramer, founder of Mott Capital Management said in a Monday note.</p><p>&#34;Inflation swaps currently see inflation falling below 2.5% by the summer of 2023, which seems hopeful,&#34; Kramer said. &#34;This week&#39;s CPI reading will be essential in maintaining that view and could prove disastrous if CPI comes in hotter than expected, veering market-based inflation expectations off course.&#34;</p><p>The stock market is looking for an &#34;around 5%&#34; increase in December&#39;s core inflation, said Rhys Williams, chief strategist at Spouting Rock Asset Management. &#34;If you get a number in the low four [percent], the stock-market rally will continue. The market is very hyper-focused on data points.&#34;</p><p>U.S. stocks had a positive start to 2023 with hopes that cooling inflation and a potential recession may persuade the central bank to ease off the pace at which it is raising its policy interest rate.</p><p>Williams thinks inflation is coming down but it will not hit the central bank&#39;s 2% mark by summer 2023.</p><p>&#34;I think at some point the markets will realize, &#39;oh we can&#39;t get to 2%,&#34; and then the markets probably do sell off on that. I think maybe in short term [the stocks go] up and then in the second quarter, they go back down as people realize that 2% is not realistic,&#34; Williams told MarketWatch via phone.</p><p>U.S. stock indexes ended higher on Wednesday. The S&amp;P 500 was up 1.3%, while the Dow Jones Industrial Average gained 0.8% and the Nasdaq Composite advanced 1.8%.</p><p>Also Read: </p><p><a href=\"https://ttm.financial/NW/2302886853\" target=\"_blank\">Traders Lose Trust in CPI Data Security in Wake of Volume Shock</a>  </p><p><a href=\"https://ttm.financial/NW/2302647076\" target=\"_blank\">Forget Core CPI, Market Pros Are Searching for Supercore Inflation</a></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2302817558","content_text":"Stock-market optimism that the peak of inflation is behind us leaves little room for error, says Kramer of Mott Capital ManagementBrandon Bell/Getty ImagesA mild stock market rally to kick off the new year will be put to the test Thursday when investors face a highly-awaited U.S. inflation reading which could well help determine the size of the Federal Reserve's next interest-rate increase.The December CPI reading from the Bureau of Labor Statistics, which tracks changes in the prices paid by consumers for goods and services, is expected to show a 6.5% rise from a year earlier, slowing from a 7.1% year-over-year rise seen in the previous month, according to a survey of economists by Dow Jones. The core price measure that strips out volatile food and fuel costs, is expected to rise 0.3% from November, or 5.7% year over year.The December CPI will be particularly important for influencing the Fed's decision in its upcoming meeting which concludes February 1, said economists at Pimco. They expect the inflation and lsabor market data will have moderated sufficiently will push the central bank to pause rate hikes before their May meeting.\"After hiking 50 basis points at the December meeting, we expect the Fed moves to a 25bp hiking pace in early February, and ultimately pause around 5%,\" wrote Pimco's economists Tiffany Wilding and Allison Boxer, in a Tuesday note.However, since the Fed's December meeting, officials have relentlessly signaled the central bank will need to raise interest rates above 5% in order to get inflation to the 2% target, with no interest rate cuts expected this year. Fed funds futures traders now see a 78% likelihood of a 25 basis point hike at its February meeting, and a 68% chance of another in March, which would bring the terminal rate to merely 4.75-5% by mid-year, according to the CME FedWatch tool.After two lower-than-expected CPI readings, which have given the market hope that inflation will melt away quickly, the December reading for inflation is essential to keep alive the market's hopes for falling inflation, Michael J. Kramer, founder of Mott Capital Management said in a Monday note.\"Inflation swaps currently see inflation falling below 2.5% by the summer of 2023, which seems hopeful,\" Kramer said. \"This week's CPI reading will be essential in maintaining that view and could prove disastrous if CPI comes in hotter than expected, veering market-based inflation expectations off course.\"The stock market is looking for an \"around 5%\" increase in December's core inflation, said Rhys Williams, chief strategist at Spouting Rock Asset Management. \"If you get a number in the low four [percent], the stock-market rally will continue. The market is very hyper-focused on data points.\"U.S. stocks had a positive start to 2023 with hopes that cooling inflation and a potential recession may persuade the central bank to ease off the pace at which it is raising its policy interest rate.Williams thinks inflation is coming down but it will not hit the central bank's 2% mark by summer 2023.\"I think at some point the markets will realize, 'oh we can't get to 2%,\" and then the markets probably do sell off on that. I think maybe in short term [the stocks go] up and then in the second quarter, they go back down as people realize that 2% is not realistic,\" Williams told MarketWatch via phone.U.S. stock indexes ended higher on Wednesday. The S&P 500 was up 1.3%, while the Dow Jones Industrial Average gained 0.8% and the Nasdaq Composite advanced 1.8%.Also Read: Traders Lose Trust in CPI Data Security in Wake of Volume Shock  Forget Core CPI, Market Pros Are Searching for Supercore Inflation","news_type":1},"isVote":1,"tweetType":1,"viewCount":462,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9927683812,"gmtCreate":1672469174137,"gmtModify":1676538695486,"author":{"id":"3581739666390904","authorId":"3581739666390904","name":"ArcticFox88","avatar":"https://static.tigerbbs.com/cb1f244ecf651567e5baa7863d330262","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581739666390904","authorIdStr":"3581739666390904"},"themes":[],"htmlText":"Like&nbsp;","listText":"Like&nbsp;","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9927683812","repostId":"2295181713","repostType":4,"repost":{"id":"2295181713","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":1672441484,"share":"https://ttm.financial/m/news/2295181713?lang=&edition=fundamental","pubTime":"2022-12-31 07:04","market":"us","language":"en","title":"US STOCKS-Wall St Ends 2022 With Biggest Annual Drop Since 2008","url":"https://stock-news.laohu8.com/highlight/detail?id=2295181713","media":"Reuters","summary":"Wall St booked biggest annual percentage drop since 2008S&P market cap declined by about $8 billion ","content":"<html><head></head><body><ul><li>Wall St booked biggest annual percentage drop since 2008</li><li>S&amp;P market cap declined by about $8 billion in 2022</li><li>Indexes down: Dow 0.22%, S&amp;P 500 0.25%, Nasdaq 0.11%</li></ul><p>U.S. stocks closed out 2022 lower on Friday, capping a year of sharp losses driven by aggressive interest rate hikes to curb inflation, recession fears, the Russia-Ukraine war and rising concerns over COVID cases in China.</p><p>Wall Street&#39;s three main indexes booked their first yearly drop since 2018 as an era of loose monetary policy ended with the Federal Reserve&#39;s fastest pace of rate hikes since the 1980s.</p><p>The benchmark S&amp;P 500    has shed 19.4% this year, marking a roughly $8 trillion decline in market cap. The tech-heavy Nasdaq    is down 33.1%, while the Dow Jones Industrial Average    has fallen 8.9%.</p><p>The annual percentage declines for all three indexes were the biggest since the 2008 financial crisis, largely driven by a rout in growth shares as concerns over Fed&#39;s rapid interest rate hikes boost U.S. Treasury yields.</p><p>&#34;The primary macro reasons ... came from a combination of events: the ongoing supply chain disruption that started in 2020, the spike in inflation, the tardiness of the Fed beginning its rate tightening program in the attempt to corral the inflation,&#34; said Sam Stovall, chief investment strategist at CFRA Research.</p><p>He also cited economic indicators pointing to recession, geopolitical tensions including the Ukraine war, and China&#39;s surging COVID cases and uncertainties over Taiwan.</p><p>Growth stocks have been under pressure from rising yields for much of 2022 and have underperformed their economically linked value peers, reversing a trend that had lasted for much of the past decade.</p><p>Apple Inc, Alphabet Inc, Microsoft Corp, Nvidia Corp, Amazon.com Inc, Tesla Inc are among the worst drags on the S&amp;P 500 growth index   , down between 28% and 66% in 2022.</p><p>The S&amp;P 500 growth index has fallen about 30.1% this year, while the value index    is down 7.4%, with investors preferring high dividend-yielding sectors with steady earnings such as energy.</p><p>Energy has recorded stellar annual gains of 59% as oil prices surged.</p><p>Ten of the 11 S&amp;P sector indexes dropped on Friday, led by real estate and utilities.</p><p>&#34;The housing market has really slowed down and the values of people&#39;s homes have declined off of the highs earlier this year,&#34; said J. Bryant Evans, investment advisor and portfolio manager at Cozad Asset Management in Champaign, Illinois.</p><p>&#34;That affects people&#39;s mind frame and actually affects their spending a little bit.&#34;</p><p>The focus has shifted to the 2023 corporate earnings outlook, with growing concerns about the likelihood of a recession.</p><p>Still, signs of U.S. economic resilience have fueled worries that rates could remain higher, though easing inflationary pressures have raised hopes of dialed-down rate hikes.</p><p>Money market participants see 65% odds of a 25-basis-point hike in the Fed&#39;s February meeting, with rates expected to peak at 4.97% by mid-2023.</p><p>The Dow Jones Industrial Average fell 73.55 points, or 0.22%, to 33,147.25; the S&amp;P 500    lost 9.78 points, or 0.25%, at 3,839.50; and the Nasdaq Composite dropped 11.61 points, or 0.11%, to 10,466.48.</p><p>Volume on U.S. exchanges was 8.50 billion shares, compared with the 10.79 billion average for the full session over the last 20 trading days.</p><p>Declining issues outnumbered advancers on the NYSE by a 1.50-to-1 ratio; on Nasdaq, a 1.03-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted no new 52-week highs and no new lows; the Nasdaq Composite recorded 85 new highs and 134 new lows.</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>US STOCKS-Wall St Ends 2022 With Biggest Annual Drop Since 2008</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS STOCKS-Wall St Ends 2022 With Biggest Annual Drop Since 2008\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\">2022-12-31 07:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul><li>Wall St booked biggest annual percentage drop since 2008</li><li>S&amp;P market cap declined by about $8 billion in 2022</li><li>Indexes down: Dow 0.22%, S&amp;P 500 0.25%, Nasdaq 0.11%</li></ul><p>U.S. stocks closed out 2022 lower on Friday, capping a year of sharp losses driven by aggressive interest rate hikes to curb inflation, recession fears, the Russia-Ukraine war and rising concerns over COVID cases in China.</p><p>Wall Street&#39;s three main indexes booked their first yearly drop since 2018 as an era of loose monetary policy ended with the Federal Reserve&#39;s fastest pace of rate hikes since the 1980s.</p><p>The benchmark S&amp;P 500    has shed 19.4% this year, marking a roughly $8 trillion decline in market cap. The tech-heavy Nasdaq    is down 33.1%, while the Dow Jones Industrial Average    has fallen 8.9%.</p><p>The annual percentage declines for all three indexes were the biggest since the 2008 financial crisis, largely driven by a rout in growth shares as concerns over Fed&#39;s rapid interest rate hikes boost U.S. Treasury yields.</p><p>&#34;The primary macro reasons ... came from a combination of events: the ongoing supply chain disruption that started in 2020, the spike in inflation, the tardiness of the Fed beginning its rate tightening program in the attempt to corral the inflation,&#34; said Sam Stovall, chief investment strategist at CFRA Research.</p><p>He also cited economic indicators pointing to recession, geopolitical tensions including the Ukraine war, and China&#39;s surging COVID cases and uncertainties over Taiwan.</p><p>Growth stocks have been under pressure from rising yields for much of 2022 and have underperformed their economically linked value peers, reversing a trend that had lasted for much of the past decade.</p><p>Apple Inc, Alphabet Inc, Microsoft Corp, Nvidia Corp, Amazon.com Inc, Tesla Inc are among the worst drags on the S&amp;P 500 growth index   , down between 28% and 66% in 2022.</p><p>The S&amp;P 500 growth index has fallen about 30.1% this year, while the value index    is down 7.4%, with investors preferring high dividend-yielding sectors with steady earnings such as energy.</p><p>Energy has recorded stellar annual gains of 59% as oil prices surged.</p><p>Ten of the 11 S&amp;P sector indexes dropped on Friday, led by real estate and utilities.</p><p>&#34;The housing market has really slowed down and the values of people&#39;s homes have declined off of the highs earlier this year,&#34; said J. Bryant Evans, investment advisor and portfolio manager at Cozad Asset Management in Champaign, Illinois.</p><p>&#34;That affects people&#39;s mind frame and actually affects their spending a little bit.&#34;</p><p>The focus has shifted to the 2023 corporate earnings outlook, with growing concerns about the likelihood of a recession.</p><p>Still, signs of U.S. economic resilience have fueled worries that rates could remain higher, though easing inflationary pressures have raised hopes of dialed-down rate hikes.</p><p>Money market participants see 65% odds of a 25-basis-point hike in the Fed&#39;s February meeting, with rates expected to peak at 4.97% by mid-2023.</p><p>The Dow Jones Industrial Average fell 73.55 points, or 0.22%, to 33,147.25; the S&amp;P 500    lost 9.78 points, or 0.25%, at 3,839.50; and the Nasdaq Composite dropped 11.61 points, or 0.11%, to 10,466.48.</p><p>Volume on U.S. exchanges was 8.50 billion shares, compared with the 10.79 billion average for the full session over the last 20 trading days.</p><p>Declining issues outnumbered advancers on the NYSE by a 1.50-to-1 ratio; on Nasdaq, a 1.03-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted no new 52-week highs and no new lows; the Nasdaq Composite recorded 85 new highs and 134 new lows.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2295181713","content_text":"Wall St booked biggest annual percentage drop since 2008S&P market cap declined by about $8 billion in 2022Indexes down: Dow 0.22%, S&P 500 0.25%, Nasdaq 0.11%U.S. stocks closed out 2022 lower on Friday, capping a year of sharp losses driven by aggressive interest rate hikes to curb inflation, recession fears, the Russia-Ukraine war and rising concerns over COVID cases in China.Wall Street's three main indexes booked their first yearly drop since 2018 as an era of loose monetary policy ended with the Federal Reserve's fastest pace of rate hikes since the 1980s.The benchmark S&P 500    has shed 19.4% this year, marking a roughly $8 trillion decline in market cap. The tech-heavy Nasdaq    is down 33.1%, while the Dow Jones Industrial Average    has fallen 8.9%.The annual percentage declines for all three indexes were the biggest since the 2008 financial crisis, largely driven by a rout in growth shares as concerns over Fed's rapid interest rate hikes boost U.S. Treasury yields.\"The primary macro reasons ... came from a combination of events: the ongoing supply chain disruption that started in 2020, the spike in inflation, the tardiness of the Fed beginning its rate tightening program in the attempt to corral the inflation,\" said Sam Stovall, chief investment strategist at CFRA Research.He also cited economic indicators pointing to recession, geopolitical tensions including the Ukraine war, and China's surging COVID cases and uncertainties over Taiwan.Growth stocks have been under pressure from rising yields for much of 2022 and have underperformed their economically linked value peers, reversing a trend that had lasted for much of the past decade.Apple Inc, Alphabet Inc, Microsoft Corp, Nvidia Corp, Amazon.com Inc, Tesla Inc are among the worst drags on the S&P 500 growth index   , down between 28% and 66% in 2022.The S&P 500 growth index has fallen about 30.1% this year, while the value index    is down 7.4%, with investors preferring high dividend-yielding sectors with steady earnings such as energy.Energy has recorded stellar annual gains of 59% as oil prices surged.Ten of the 11 S&P sector indexes dropped on Friday, led by real estate and utilities.\"The housing market has really slowed down and the values of people's homes have declined off of the highs earlier this year,\" said J. Bryant Evans, investment advisor and portfolio manager at Cozad Asset Management in Champaign, Illinois.\"That affects people's mind frame and actually affects their spending a little bit.\"The focus has shifted to the 2023 corporate earnings outlook, with growing concerns about the likelihood of a recession.Still, signs of U.S. economic resilience have fueled worries that rates could remain higher, though easing inflationary pressures have raised hopes of dialed-down rate hikes.Money market participants see 65% odds of a 25-basis-point hike in the Fed's February meeting, with rates expected to peak at 4.97% by mid-2023.The Dow Jones Industrial Average fell 73.55 points, or 0.22%, to 33,147.25; the S&P 500    lost 9.78 points, or 0.25%, at 3,839.50; and the Nasdaq Composite dropped 11.61 points, or 0.11%, to 10,466.48.Volume on U.S. exchanges was 8.50 billion shares, compared with the 10.79 billion average for the full session over the last 20 trading days.Declining issues outnumbered advancers on the NYSE by a 1.50-to-1 ratio; on Nasdaq, a 1.03-to-1 ratio favored decliners.The S&P 500 posted no new 52-week highs and no new lows; the Nasdaq Composite recorded 85 new highs and 134 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":871,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9927081674,"gmtCreate":1672355760399,"gmtModify":1676538676935,"author":{"id":"3581739666390904","authorId":"3581739666390904","name":"ArcticFox88","avatar":"https://static.tigerbbs.com/cb1f244ecf651567e5baa7863d330262","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581739666390904","authorIdStr":"3581739666390904"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":15,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9927081674","repostId":"2295194661","repostType":4,"repost":{"id":"2295194661","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":1672355473,"share":"https://ttm.financial/m/news/2295194661?lang=&edition=fundamental","pubTime":"2022-12-30 07:11","market":"us","language":"en","title":"US STOCKS-Wall St Ends Firmer, Growth Stocks Lead in Thin Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=2295194661","media":"Reuters","summary":"U.S. weekly jobless claims show modest riseTesla extends gains after Musk's commentIndexes up: Dow 1","content":"<html><head></head><body><ul><li>U.S. weekly jobless claims show modest rise</li><li>Tesla extends gains after Musk&#39;s comment</li><li>Indexes up: Dow 1.05%, S&amp;P 500 1.75%, Nasdaq 2.59%</li></ul><p><img src=\"https://static.tigerbbs.com/459a65bcaf7f2c7137959a9afd944372\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p><p>Dec 29 (Reuters) - Wall Street&#39;s main indexes closed higher on Thursday, led by growth stocks in light trading, as U.S. unemployment data signaled the Federal Reserve&#39;s interest rate hikes might be starting to dent labor market strength in its bid to fight inflation.</p><p>All 11 S&amp;P 500 sector indexes rose, with communication service    and technology    as the biggest winner with gains of nearly 3%.</p><p>&#34;It&#39;s just relief,&#34; said Keith Buchanan, portfolio manager at GLOBALT Investments in Atlanta. &#34;Selling pressure has been overwhelming the market recently and we could be having a break. That allowed room for stocks to move, and with lower volume (that) can materialize into a pretty good day.&#34;</p><p>Apple Inc , Alphabet Inc , Microsoft Corp and Amazon.com Inc, whose shares have been battered in the past few sessions, each gained more than 2.5%.</p><p>The U.S. Labor Department reported an increase in the number of Americans filing new claims for unemployment benefits last week. But the data indicates a tight U.S. job market even as the Fed works to cool demand for labor in its bid to lower inflation.</p><p>The yield on 10-year Treasury notes    fell 2.2 basis points to 3.864% on the news.</p><p>The Fed&#39;s aggressive interest rate hikes have hammered equities this year, with the benchmark S&amp;P 500    shedding 19.3% and the tech-heavy Nasdaq tumbling nearly 33%.</p><p>The technology, consumer discretionary and communication services sectors - which house several rate-sensitive high growth shares - are down between 29% and 40% this year, making them the worst performers among S&amp;P 500 sector indexes.</p><p>Energy shares have bucked the trend with stellar annual gains of 57%.</p><p>Wall Street&#39;s main indexes dropped more than 1% on Wednesday, with the Nasdaq Composite Index    hitting a 2022 closing low as rising COVID cases in China and geopolitical tensions added to fears of a likely recession in 2023.</p><p>However, investor preference for high-dividend yielding stocks with steady earnings has limited losses in the Dow Jones Industrial Average   , which is down just 8.5% for the year.</p><p>The Dow rose 345.09 points, or 1.05%, to 33,220.8; the S&amp;P 500 gained 66.06 points, or 1.75%, at 3,849.28; and the Nasdaq Composite added 264.80 points, or 2.59%, at 10,478.09.</p><p>Tesla Inc    shares rose after Chief Executive Elon Musk told staff they should not be &#34;bothered by stock market craziness.&#34;</p><p>For 2022, Tesla&#39;s 66% slump and Amazon.com&#39;s 50% drop played a big part in the S&amp;P 500 consumer discretionary sector&#39;s 38% loss. Some $1.6 trillion worth of shareholder value evaporated after investors abandoned high-growth stocks with pricey earnings multiples.</p><p>Volume on U.S. exchanges was 8.78 billion shares, compared with the 10.95 billion average for the full session over the last 20 trading days.</p><p>Advancing issues outnumbered decliners on the NYSE by a 4.80-to-1 ratio; on Nasdaq, a 4.30-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted <a href=\"https://laohu8.com/S/AONE.U\">one</a> new 52-week high and no new lows; the Nasdaq Composite recorded 75 new highs and 160 new lows.</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>US STOCKS-Wall St Ends Firmer, Growth Stocks Lead in Thin 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\">\nUS STOCKS-Wall St Ends Firmer, Growth Stocks Lead in Thin Trading\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\">2022-12-30 07:11</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul><li>U.S. weekly jobless claims show modest rise</li><li>Tesla extends gains after Musk&#39;s comment</li><li>Indexes up: Dow 1.05%, S&amp;P 500 1.75%, Nasdaq 2.59%</li></ul><p><img src=\"https://static.tigerbbs.com/459a65bcaf7f2c7137959a9afd944372\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p><p>Dec 29 (Reuters) - Wall Street&#39;s main indexes closed higher on Thursday, led by growth stocks in light trading, as U.S. unemployment data signaled the Federal Reserve&#39;s interest rate hikes might be starting to dent labor market strength in its bid to fight inflation.</p><p>All 11 S&amp;P 500 sector indexes rose, with communication service    and technology    as the biggest winner with gains of nearly 3%.</p><p>&#34;It&#39;s just relief,&#34; said Keith Buchanan, portfolio manager at GLOBALT Investments in Atlanta. &#34;Selling pressure has been overwhelming the market recently and we could be having a break. That allowed room for stocks to move, and with lower volume (that) can materialize into a pretty good day.&#34;</p><p>Apple Inc , Alphabet Inc , Microsoft Corp and Amazon.com Inc, whose shares have been battered in the past few sessions, each gained more than 2.5%.</p><p>The U.S. Labor Department reported an increase in the number of Americans filing new claims for unemployment benefits last week. But the data indicates a tight U.S. job market even as the Fed works to cool demand for labor in its bid to lower inflation.</p><p>The yield on 10-year Treasury notes    fell 2.2 basis points to 3.864% on the news.</p><p>The Fed&#39;s aggressive interest rate hikes have hammered equities this year, with the benchmark S&amp;P 500    shedding 19.3% and the tech-heavy Nasdaq tumbling nearly 33%.</p><p>The technology, consumer discretionary and communication services sectors - which house several rate-sensitive high growth shares - are down between 29% and 40% this year, making them the worst performers among S&amp;P 500 sector indexes.</p><p>Energy shares have bucked the trend with stellar annual gains of 57%.</p><p>Wall Street&#39;s main indexes dropped more than 1% on Wednesday, with the Nasdaq Composite Index    hitting a 2022 closing low as rising COVID cases in China and geopolitical tensions added to fears of a likely recession in 2023.</p><p>However, investor preference for high-dividend yielding stocks with steady earnings has limited losses in the Dow Jones Industrial Average   , which is down just 8.5% for the year.</p><p>The Dow rose 345.09 points, or 1.05%, to 33,220.8; the S&amp;P 500 gained 66.06 points, or 1.75%, at 3,849.28; and the Nasdaq Composite added 264.80 points, or 2.59%, at 10,478.09.</p><p>Tesla Inc    shares rose after Chief Executive Elon Musk told staff they should not be &#34;bothered by stock market craziness.&#34;</p><p>For 2022, Tesla&#39;s 66% slump and Amazon.com&#39;s 50% drop played a big part in the S&amp;P 500 consumer discretionary sector&#39;s 38% loss. Some $1.6 trillion worth of shareholder value evaporated after investors abandoned high-growth stocks with pricey earnings multiples.</p><p>Volume on U.S. exchanges was 8.78 billion shares, compared with the 10.95 billion average for the full session over the last 20 trading days.</p><p>Advancing issues outnumbered decliners on the NYSE by a 4.80-to-1 ratio; on Nasdaq, a 4.30-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted <a href=\"https://laohu8.com/S/AONE.U\">one</a> new 52-week high and no new lows; the Nasdaq Composite recorded 75 new highs and 160 new lows.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2295194661","content_text":"U.S. weekly jobless claims show modest riseTesla extends gains after Musk's commentIndexes up: Dow 1.05%, S&P 500 1.75%, Nasdaq 2.59%Dec 29 (Reuters) - Wall Street's main indexes closed higher on Thursday, led by growth stocks in light trading, as U.S. unemployment data signaled the Federal Reserve's interest rate hikes might be starting to dent labor market strength in its bid to fight inflation.All 11 S&P 500 sector indexes rose, with communication service    and technology    as the biggest winner with gains of nearly 3%.\"It's just relief,\" said Keith Buchanan, portfolio manager at GLOBALT Investments in Atlanta. \"Selling pressure has been overwhelming the market recently and we could be having a break. That allowed room for stocks to move, and with lower volume (that) can materialize into a pretty good day.\"Apple Inc , Alphabet Inc , Microsoft Corp and Amazon.com Inc, whose shares have been battered in the past few sessions, each gained more than 2.5%.The U.S. Labor Department reported an increase in the number of Americans filing new claims for unemployment benefits last week. But the data indicates a tight U.S. job market even as the Fed works to cool demand for labor in its bid to lower inflation.The yield on 10-year Treasury notes    fell 2.2 basis points to 3.864% on the news.The Fed's aggressive interest rate hikes have hammered equities this year, with the benchmark S&P 500    shedding 19.3% and the tech-heavy Nasdaq tumbling nearly 33%.The technology, consumer discretionary and communication services sectors - which house several rate-sensitive high growth shares - are down between 29% and 40% this year, making them the worst performers among S&P 500 sector indexes.Energy shares have bucked the trend with stellar annual gains of 57%.Wall Street's main indexes dropped more than 1% on Wednesday, with the Nasdaq Composite Index    hitting a 2022 closing low as rising COVID cases in China and geopolitical tensions added to fears of a likely recession in 2023.However, investor preference for high-dividend yielding stocks with steady earnings has limited losses in the Dow Jones Industrial Average   , which is down just 8.5% for the year.The Dow rose 345.09 points, or 1.05%, to 33,220.8; the S&P 500 gained 66.06 points, or 1.75%, at 3,849.28; and the Nasdaq Composite added 264.80 points, or 2.59%, at 10,478.09.Tesla Inc    shares rose after Chief Executive Elon Musk told staff they should not be \"bothered by stock market craziness.\"For 2022, Tesla's 66% slump and Amazon.com's 50% drop played a big part in the S&P 500 consumer discretionary sector's 38% loss. Some $1.6 trillion worth of shareholder value evaporated after investors abandoned high-growth stocks with pricey earnings multiples.Volume on U.S. exchanges was 8.78 billion shares, compared with the 10.95 billion average for the full session over the last 20 trading days.Advancing issues outnumbered decliners on the NYSE by a 4.80-to-1 ratio; on Nasdaq, a 4.30-to-1 ratio favored advancers.The S&P 500 posted one new 52-week high and no new lows; the Nasdaq Composite recorded 75 new highs and 160 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":991,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9925708183,"gmtCreate":1672102773642,"gmtModify":1676538633964,"author":{"id":"3581739666390904","authorId":"3581739666390904","name":"ArcticFox88","avatar":"https://static.tigerbbs.com/cb1f244ecf651567e5baa7863d330262","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581739666390904","authorIdStr":"3581739666390904"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9925708183","repostId":"1138382410","repostType":4,"repost":{"id":"1138382410","kind":"news","pubTimestamp":1672097333,"share":"https://ttm.financial/m/news/1138382410?lang=&edition=fundamental","pubTime":"2022-12-27 07:28","market":"us","language":"en","title":"Wall Street and Fed Flopped in Trying to Predict 2022","url":"https://stock-news.laohu8.com/highlight/detail?id=1138382410","media":"The Wall Street Journal","summary":"Almost everyone on Wall Street and in Washington got 2022 wrong.The Federal Reserve expected 2021’s ","content":"<html><head></head><body><p>Almost everyone on Wall Street and in Washington got 2022 wrong.</p><p>The Federal Reserve expected 2021’s inflation surge to be transitory. It wasn’t. Core inflationclimbed to a four-decade highthis fall, nearly tripling the Fed’s full-year forecast.</p><p>Top Wall Street analysts predicted markets would have a so-so year. They didn’t. With just a few trading days left in 2022, the S&amp;P 500 is down 19% and on course for its biggest annual loss since the 2008 financial crisis. Bonds are headed for their worst year on record.</p><p>The extent to which many investors, analysts and economists were wrong-footed has left many looking at the coming year with a sense of unease. The big debates of 2023 are already under way: The Fed has signaled it expects to keep raising interest rates, and yet traders have been pricing in rate cuts. Companyexecutives are sounding the alarm about a potential recession, but economists at some banks, includingGoldman Sachs GroupInc. andCredit Suisse GroupAG, see the U.S. economyavoiding a downturn in 2023.</p><p>If there is a lesson to be taken away from the past 12 months, some investors and analysts say it is this: Be prepared for more surprises.</p><p>“We all approach the coming year with a certain level of humility,” saidChristopher Smart, chief global strategist and head of the Barings Investment Institute.</p><p><img src=\"https://static.tigerbbs.com/8500f707ab116c12518932ddb27b82d2\" tg-width=\"756\" tg-height=\"453\" referrerpolicy=\"no-referrer\"/></p><p>Like many other strategists, Mr. Smart had expected inflation to moderate in 2022. But he didn’t foresee that Russia would invade Ukraine, sending oil prices and energy shares briefly soaring. He also didn’t anticipate how long China would stick to its zero-Covid policy, which prolongedsupply-chain issuesfor companies around the world.</p><p>“You can always say in retrospect, you knew those were risks. But those were thought of as unlikely going into the new year,” Mr. Smart said.</p><p>So what does Wall Street consider unlikely next year?</p><p>Right now, it appears to be another pickup in inflation. Roughly 90% of investors expect global inflation to be lower within the next 12 months, according to Bank of America Corp.’s December survey of fund managers. That is the highest share in the survey’s history.</p><p>Growing confidence that inflation might have peaked has many investors betting on a market reversal in 2023. Fund managers reported having a larger-than-average share of bonds in their portfolios for the first time since 2009, according to Bank of America’s survey. In other words, many investors are counting on waning inflation to make this year’s loser—bonds—one of next year’s big winners.</p><p>“I think if you’re a betting person, you have to conclude from the data that inflation is coming down,” saidNancy Tengler, chief investment officer for Laffer Tengler Investments.</p><p>Fed ChairmanJerome Powellhas said it is too early to conclude that inflation has peaked. But Ms. Tengler, among others, is skeptical.</p><p>Prices for everything from airfare to used cars to shipping have dropped in recent months, Ms. Tengler said. That has helped consumers become more optimistic about the outlook for the economy. Data on Wednesday showedconsumers’ expectations for inflationin the year ahead fell to the lowest level in more than a year in December, while their level of confidence rose to an eight-month high.</p><p>Bond traders have taken note. In one sign that many believe the Fed might not have much further to go on its rate increases, the yield on the two-year U.S. Treasury note was at 4.321% on Friday, up substantially for the year but down more than one-third of a percentage point from its November peak.</p><p>Shorter-term yields tend to track traders’ expectations for monetary policy, moving higher when traders anticipate the Fed raising rates and falling when they expect the Fed to start to pause or pull back.</p><p>“It won’t go down in a straight line, but I do think inflation will surprise many on the downside,” said Ms. Tengler, whose firm has been putting more money into risky assets such as stocks in recent months.</p><p><img src=\"https://static.tigerbbs.com/8238e980a56ed4d6ac3c30e1f101a2af\" tg-width=\"726\" tg-height=\"531\" referrerpolicy=\"no-referrer\"/></p><p>What investors consider the biggest &#39;tail risks&#39; to marketsSource: Bank of America&#39;s December global fund-manager surveyInflation stays highDeep global recessionCentral banks stay hawkishGeopolitical tensions worsenA systemic credit event0%510152025303540Central banks stay hawkish16%</p><p>Others remain unconvinced. The past year’s twists and turns have made them wary of second-guessing the Fed. If anything, it pays to question what the crowd believes has become the consensus, they say.</p><p>Fund managers surveyed by Bank of America say high inflation ranks as the top “tail risk” to markets, followed by a deep global recession and central banks keeping monetary policy tight. In market parlance, tail risks are generally negative events that investors view as unlikely to happen.</p><p>“The market has continued to believe that each interest-rate hike is hopefully one of the last ones, even though the Fed keeps telling markets, it’s not,” saidScott Colyer, chief executive of Advisors Asset Management. “I think if you fight the Fed, you do so at your own risk.”</p></body></html>","source":"wsj_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall Street and Fed Flopped in Trying to Predict 2022</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall Street and Fed Flopped in Trying to Predict 2022\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-27 07:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.wsj.com/articles/wall-street-and-fed-flopped-in-trying-to-predict-2022-11672050603?mod=hp_lead_pos5><strong>The Wall Street Journal</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Almost everyone on Wall Street and in Washington got 2022 wrong.The Federal Reserve expected 2021’s inflation surge to be transitory. It wasn’t. Core inflationclimbed to a four-decade highthis fall, ...</p>\n\n<a href=\"https://www.wsj.com/articles/wall-street-and-fed-flopped-in-trying-to-predict-2022-11672050603?mod=hp_lead_pos5\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://www.wsj.com/articles/wall-street-and-fed-flopped-in-trying-to-predict-2022-11672050603?mod=hp_lead_pos5","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138382410","content_text":"Almost everyone on Wall Street and in Washington got 2022 wrong.The Federal Reserve expected 2021’s inflation surge to be transitory. It wasn’t. Core inflationclimbed to a four-decade highthis fall, nearly tripling the Fed’s full-year forecast.Top Wall Street analysts predicted markets would have a so-so year. They didn’t. With just a few trading days left in 2022, the S&P 500 is down 19% and on course for its biggest annual loss since the 2008 financial crisis. Bonds are headed for their worst year on record.The extent to which many investors, analysts and economists were wrong-footed has left many looking at the coming year with a sense of unease. The big debates of 2023 are already under way: The Fed has signaled it expects to keep raising interest rates, and yet traders have been pricing in rate cuts. Companyexecutives are sounding the alarm about a potential recession, but economists at some banks, includingGoldman Sachs GroupInc. andCredit Suisse GroupAG, see the U.S. economyavoiding a downturn in 2023.If there is a lesson to be taken away from the past 12 months, some investors and analysts say it is this: Be prepared for more surprises.“We all approach the coming year with a certain level of humility,” saidChristopher Smart, chief global strategist and head of the Barings Investment Institute.Like many other strategists, Mr. Smart had expected inflation to moderate in 2022. But he didn’t foresee that Russia would invade Ukraine, sending oil prices and energy shares briefly soaring. He also didn’t anticipate how long China would stick to its zero-Covid policy, which prolongedsupply-chain issuesfor companies around the world.“You can always say in retrospect, you knew those were risks. But those were thought of as unlikely going into the new year,” Mr. Smart said.So what does Wall Street consider unlikely next year?Right now, it appears to be another pickup in inflation. Roughly 90% of investors expect global inflation to be lower within the next 12 months, according to Bank of America Corp.’s December survey of fund managers. That is the highest share in the survey’s history.Growing confidence that inflation might have peaked has many investors betting on a market reversal in 2023. Fund managers reported having a larger-than-average share of bonds in their portfolios for the first time since 2009, according to Bank of America’s survey. In other words, many investors are counting on waning inflation to make this year’s loser—bonds—one of next year’s big winners.“I think if you’re a betting person, you have to conclude from the data that inflation is coming down,” saidNancy Tengler, chief investment officer for Laffer Tengler Investments.Fed ChairmanJerome Powellhas said it is too early to conclude that inflation has peaked. But Ms. Tengler, among others, is skeptical.Prices for everything from airfare to used cars to shipping have dropped in recent months, Ms. Tengler said. That has helped consumers become more optimistic about the outlook for the economy. Data on Wednesday showedconsumers’ expectations for inflationin the year ahead fell to the lowest level in more than a year in December, while their level of confidence rose to an eight-month high.Bond traders have taken note. In one sign that many believe the Fed might not have much further to go on its rate increases, the yield on the two-year U.S. Treasury note was at 4.321% on Friday, up substantially for the year but down more than one-third of a percentage point from its November peak.Shorter-term yields tend to track traders’ expectations for monetary policy, moving higher when traders anticipate the Fed raising rates and falling when they expect the Fed to start to pause or pull back.“It won’t go down in a straight line, but I do think inflation will surprise many on the downside,” said Ms. Tengler, whose firm has been putting more money into risky assets such as stocks in recent months.What investors consider the biggest 'tail risks' to marketsSource: Bank of America's December global fund-manager surveyInflation stays highDeep global recessionCentral banks stay hawkishGeopolitical tensions worsenA systemic credit event0%510152025303540Central banks stay hawkish16%Others remain unconvinced. The past year’s twists and turns have made them wary of second-guessing the Fed. If anything, it pays to question what the crowd believes has become the consensus, they say.Fund managers surveyed by Bank of America say high inflation ranks as the top “tail risk” to markets, followed by a deep global recession and central banks keeping monetary policy tight. In market parlance, tail risks are generally negative events that investors view as unlikely to happen.“The market has continued to believe that each interest-rate hike is hopefully one of the last ones, even though the Fed keeps telling markets, it’s not,” saidScott Colyer, chief executive of Advisors Asset Management. “I think if you fight the Fed, you do so at your own risk.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":583,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9925109277,"gmtCreate":1671941163499,"gmtModify":1676538613793,"author":{"id":"3581739666390904","authorId":"3581739666390904","name":"ArcticFox88","avatar":"https://static.tigerbbs.com/cb1f244ecf651567e5baa7863d330262","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581739666390904","authorIdStr":"3581739666390904"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9925109277","repostId":"1122119015","repostType":4,"repost":{"id":"1122119015","kind":"news","pubTimestamp":1671940966,"share":"https://ttm.financial/m/news/1122119015?lang=&edition=fundamental","pubTime":"2022-12-25 12:02","market":"us","language":"en","title":"7 High-Yield Dividend Stocks to Buy Now","url":"https://stock-news.laohu8.com/highlight/detail?id=1122119015","media":"InvestorPlace","summary":"These are the best high-yield dividend stocks to buy ahead of an unpredictable 2023.Suncor Energy(SU","content":"<html><head></head><body><ul><li>These are the best high-yield dividend stocks to buy ahead of an unpredictable 2023.</li><li><b>Suncor Energy</b>(<b>SU</b>): The smart money is taking an interest.</li><li><b>Intel</b>(<b>INTC</b>): This unappreciated stock could surprise investors.</li><li><b>Kinder Morgan</b>(<b>KMI</b>): It’s a reliable midstream business.</li><li><b>British American Tobacco</b>(<b>BTI</b>): The sin stock could continue to outperform.</li><li><b>Rio Tinto</b>(<b>RIO</b>): It’s a play on the growth of EVs.</li><li><b>Magellan Midstream Partners</b>(<b>MMP</b>): Fans of MLPs are likely to be familiar with this one.</li><li><b>KKR Real Estate Finance Trust</b>(<b>KREF</b>): It’s perfect for contrarians who want to speculate.</li></ul><p>Usually, the decision to target high-yield dividend stocks to buy centers on inflationary concerns. With rising borrowing costs eroding market returns, passive income commands a premium. However, this narrative may also work ahead of what could be a potentially deflationary environment, with the Federal Reserve committed to containing inflation via higher rates.</p><p>You might think that passive-income generators won’t work if the value of money rises. However, a presentation by Global X states that during periods of rising rates, high-yield dividend stocks on average outperformed the benchmark equities index. Therefore, even with continued hawkish monetary policy, this segment offers relevance.</p><p>To be fair, high-yielding companies tend to be riskier enterprises. Simply put, Wall Street doesn’t offer many free lunches. That said, with so much uncertainty ahead in 2023, the high-yield dividend stocks to buy below should provide investors with a nice amount of income.</p><p><b>Suncor Energy (SU)</b></p><p>Based in Calgary, Alberta, <b>Suncor Energy</b>(NYSE:<b>SU</b>) represents one of Canada’s major hydrocarbon specialists. It focuses on the production of synthetic crude from oil sands. Geopolitical turmoil, rising demand and escalating inflation all contributed to SU’s 25% year-to-date rally.</p><p>Those looking for a relatively safe and all-around confidence-inspiring name among high-yield dividend stocks to buy won’t find too many companies better than Suncor. It features a forward annual yield of 4.7%. Its payout ratio is only 28.1%, meaning the dividend should be sustainable based on current earnings trends.</p><p>GuruFocus’ proprietary calculation for fair market value labels SU stock as“modestly undervalued.”Backed by a decently stable balance sheet, Suncor enjoys a three-year revenue growth rate of 4.4%. This ranks higher than over 65% of its industry. As well, the company features a net margin of 13.7%, higher than 66% of its peers.</p><p>Finally, hedge funds increased their position in Suncor during the third quarter relative to Q2. Thus, SU is worth checking out.</p><p><b>Intel (INTC)</b></p><p>From a distinctly undervalued idea to one that’s underappreciated, <b>Intel</b>(NASDAQ:<b>INTC</b>) can’t seem to catch a break. Before the coronavirus pandemic, it struggled against a mixture of outside competitive pressures and internal controversies. Currently, the headwinds acting against the broader technology space and semiconductor stocks, in particular, have hit the stock, which is down 50% year to date.</p><p>Still, for those who want to be a bit adventurous with their high-yield dividend stocks to buy, Intel fits the bill. The company offers a forward yield of 5.6%. That’s well above the tech sector’s average yield of 1.4%. Also, Intel has eight years of consecutive dividend increases.</p><p>Its payout ratio stands at 76.1%, though, which is on the high side. Still, as the tech sector aims for a broader recovery in 2023, contrarians may be able to forgive it.</p><p>GuruFocus labels INTC“significantly undervalued”based on its proprietary calculation. Further, its price-earnings ratio of 8 is below the industry median of 16.1. Finally, Intel’s net margin of 19.1% ranks higher than 73.5% of the semiconductor industry.</p><p><b>Kinder Morgan (KMI)</b></p><p>Headquartered in Houston, <b>Kinder Morgan</b>(NYSE:<b>KMI</b>) is one of North America’s largest energy infrastructure companies, per its public profile. The company specializes in owning and controlling oil and gas pipelines and terminals. Since the beginning of the year, shares have gained nearly 14%.</p><p>The midstream energy player carries a forward yield of 6.2%. Though the energy sector typically offers investors high yields, KMI’s yield easily exceeds the sector average of 4.2%. The payout ratio stands at a lofty 98.5%, but the company has increased its dividend for five consecutive years. Furthermore, midstream firms tend to be lower-risk than other energy categories because of their ties to infrastructure needs such as storage and transportation.</p><p>GuruFocus rates KMI“modestly undervalued.”It features decent (though not great) growth trends. Profitability is where the company shines, with a net margin of 13.2%. That ranks better than 65.5% of the industry. Thus, Kinder Morgan brings much to the table as a candidate for high-yield dividend stocks to buy.</p><p><b>British American Tobacco (BTI)</b></p><p><b>British American Tobacco</b>(NYSE:<b>BTI</b>) is a sin stock that is up 8% year to date, handily outperforming the broader market. This outperformance could continue in 2023 as the economy continues to struggle. While smoking rates have been on the decline for some time, increased stress could lead to an uptick in the habit.</p><p>Despite the obvious social ills, British American Tobacco undeniably represents one of the best high-yield dividend stocks to buy. It provides a fantastic forward yield of 7.3%. This rates well above the consumer staples sector average of 1.9%. However, investors should note the payout ratio of 61.3%, which is on the higher side of the spectrum.</p><p>According to GuruFocus, BTI rates as a“fairly valued” investment based on its proprietary calculation. However, the company features a forward P/E of 8.2, below the industry median of 12.4. Further, BTI commands strong profitability metrics.</p><p><b>Rio Tinto (RIO)</b></p><p><b>Rio Tinto</b>(NYSE: <b>RIO</b>) is one of the world’s largest metals and mining corporations. While it’s known for producing several industrial commodities, its focus on mining copper is especially appealing. Copper is an integral component of EV motors and batteries, among other systems and applications.</p><p>RIO is volatile, to be sure, but shares are up 5.5% YTD. The stock also offers a forward yield of 7.6%, well above the sector average of 2.8%. To be fair, the payout ratio of 78.5% is lofty. And Rio Tinto doesn’t have any consecutive years of dividend increases to speak of.</p><p>Nevertheless, Rio Tinto enjoys a solid balance sheet and excellent growth and profitability metrics. Notably, the company’s return on equity stands at 35.3%, ranked better than nearly 96% of the industry.</p><p><b>Magellan Midstream Partners (MMP)</b></p><p>Another energy infrastructure play, <b>Magellan Midstream Partners</b>(NYSE: <b>MMP</b>) owns petroleum and ammonia pipelines in the central U.S.Per its corporate profile, the partnership “has a 9,800-mile refined products pipeline system with 54 connected terminals and two marine storage terminals (one of which is owned through a joint venture).” The stock has gained 6.7% so far this year.</p><p>Of course, the highlight is not necessarily the stock’s performance but rather its forward yield of 8.4%. This ranks well above the energy sector’s average yield of 4.2%. While Magellan’s payout ratio stands at 85.5%, the company is structured as a master limited partnership, or MLP. This means it passes through its income to its partners in the form of dividends. Further, Magellan has 19 years of consecutive dividend increases under its belt.</p><p>Those interested in MMP or other MLPs should research the tax implications before investing.</p><p><b>KKR Real Estate Finance Trust (KREF)</b></p><p>For those that want to roll the dice, consider <b>KKR Real Estate Finance Trust</b>(NYSE: <b>KREF</b>), a leading provider of structured commercial real estate loans. Given macroeconomic headwinds, KREF stock presents serious risks. Shares are down 30% so far this year.</p><p>The company has a poor balance sheet. Notably, its cash position is less than desirable and its equity-to-asset ratio of 0.2 times ranks worse than 93% of real estate investment trusts.</p><p>Yet, for speculators, shares throw off a forward yield of 11.8%. And analysts remain optimistic about KREF, rating it a“strong buy.”Finally, hedge funds have been generally increasing their exposure to KREF since the beginning of 2021.</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>7 High-Yield Dividend Stocks to Buy Now</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n7 High-Yield Dividend Stocks to Buy Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-25 12:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/best-high-yield-dividend-stocks/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>These are the best high-yield dividend stocks to buy ahead of an unpredictable 2023.Suncor Energy(SU): The smart money is taking an interest.Intel(INTC): This unappreciated stock could surprise ...</p>\n\n<a href=\"https://investorplace.com/best-high-yield-dividend-stocks/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BTI":"英美烟草","INTC":"英特尔","SU":"森科能源","RIO":"力拓","KMI":"金德尔摩根","KREF":"KKR Real Estate Finance Trust Inc."},"source_url":"https://investorplace.com/best-high-yield-dividend-stocks/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122119015","content_text":"These are the best high-yield dividend stocks to buy ahead of an unpredictable 2023.Suncor Energy(SU): The smart money is taking an interest.Intel(INTC): This unappreciated stock could surprise investors.Kinder Morgan(KMI): It’s a reliable midstream business.British American Tobacco(BTI): The sin stock could continue to outperform.Rio Tinto(RIO): It’s a play on the growth of EVs.Magellan Midstream Partners(MMP): Fans of MLPs are likely to be familiar with this one.KKR Real Estate Finance Trust(KREF): It’s perfect for contrarians who want to speculate.Usually, the decision to target high-yield dividend stocks to buy centers on inflationary concerns. With rising borrowing costs eroding market returns, passive income commands a premium. However, this narrative may also work ahead of what could be a potentially deflationary environment, with the Federal Reserve committed to containing inflation via higher rates.You might think that passive-income generators won’t work if the value of money rises. However, a presentation by Global X states that during periods of rising rates, high-yield dividend stocks on average outperformed the benchmark equities index. Therefore, even with continued hawkish monetary policy, this segment offers relevance.To be fair, high-yielding companies tend to be riskier enterprises. Simply put, Wall Street doesn’t offer many free lunches. That said, with so much uncertainty ahead in 2023, the high-yield dividend stocks to buy below should provide investors with a nice amount of income.Suncor Energy (SU)Based in Calgary, Alberta, Suncor Energy(NYSE:SU) represents one of Canada’s major hydrocarbon specialists. It focuses on the production of synthetic crude from oil sands. Geopolitical turmoil, rising demand and escalating inflation all contributed to SU’s 25% year-to-date rally.Those looking for a relatively safe and all-around confidence-inspiring name among high-yield dividend stocks to buy won’t find too many companies better than Suncor. It features a forward annual yield of 4.7%. Its payout ratio is only 28.1%, meaning the dividend should be sustainable based on current earnings trends.GuruFocus’ proprietary calculation for fair market value labels SU stock as“modestly undervalued.”Backed by a decently stable balance sheet, Suncor enjoys a three-year revenue growth rate of 4.4%. This ranks higher than over 65% of its industry. As well, the company features a net margin of 13.7%, higher than 66% of its peers.Finally, hedge funds increased their position in Suncor during the third quarter relative to Q2. Thus, SU is worth checking out.Intel (INTC)From a distinctly undervalued idea to one that’s underappreciated, Intel(NASDAQ:INTC) can’t seem to catch a break. Before the coronavirus pandemic, it struggled against a mixture of outside competitive pressures and internal controversies. Currently, the headwinds acting against the broader technology space and semiconductor stocks, in particular, have hit the stock, which is down 50% year to date.Still, for those who want to be a bit adventurous with their high-yield dividend stocks to buy, Intel fits the bill. The company offers a forward yield of 5.6%. That’s well above the tech sector’s average yield of 1.4%. Also, Intel has eight years of consecutive dividend increases.Its payout ratio stands at 76.1%, though, which is on the high side. Still, as the tech sector aims for a broader recovery in 2023, contrarians may be able to forgive it.GuruFocus labels INTC“significantly undervalued”based on its proprietary calculation. Further, its price-earnings ratio of 8 is below the industry median of 16.1. Finally, Intel’s net margin of 19.1% ranks higher than 73.5% of the semiconductor industry.Kinder Morgan (KMI)Headquartered in Houston, Kinder Morgan(NYSE:KMI) is one of North America’s largest energy infrastructure companies, per its public profile. The company specializes in owning and controlling oil and gas pipelines and terminals. Since the beginning of the year, shares have gained nearly 14%.The midstream energy player carries a forward yield of 6.2%. Though the energy sector typically offers investors high yields, KMI’s yield easily exceeds the sector average of 4.2%. The payout ratio stands at a lofty 98.5%, but the company has increased its dividend for five consecutive years. Furthermore, midstream firms tend to be lower-risk than other energy categories because of their ties to infrastructure needs such as storage and transportation.GuruFocus rates KMI“modestly undervalued.”It features decent (though not great) growth trends. Profitability is where the company shines, with a net margin of 13.2%. That ranks better than 65.5% of the industry. Thus, Kinder Morgan brings much to the table as a candidate for high-yield dividend stocks to buy.British American Tobacco (BTI)British American Tobacco(NYSE:BTI) is a sin stock that is up 8% year to date, handily outperforming the broader market. This outperformance could continue in 2023 as the economy continues to struggle. While smoking rates have been on the decline for some time, increased stress could lead to an uptick in the habit.Despite the obvious social ills, British American Tobacco undeniably represents one of the best high-yield dividend stocks to buy. It provides a fantastic forward yield of 7.3%. This rates well above the consumer staples sector average of 1.9%. However, investors should note the payout ratio of 61.3%, which is on the higher side of the spectrum.According to GuruFocus, BTI rates as a“fairly valued” investment based on its proprietary calculation. However, the company features a forward P/E of 8.2, below the industry median of 12.4. Further, BTI commands strong profitability metrics.Rio Tinto (RIO)Rio Tinto(NYSE: RIO) is one of the world’s largest metals and mining corporations. While it’s known for producing several industrial commodities, its focus on mining copper is especially appealing. Copper is an integral component of EV motors and batteries, among other systems and applications.RIO is volatile, to be sure, but shares are up 5.5% YTD. The stock also offers a forward yield of 7.6%, well above the sector average of 2.8%. To be fair, the payout ratio of 78.5% is lofty. And Rio Tinto doesn’t have any consecutive years of dividend increases to speak of.Nevertheless, Rio Tinto enjoys a solid balance sheet and excellent growth and profitability metrics. Notably, the company’s return on equity stands at 35.3%, ranked better than nearly 96% of the industry.Magellan Midstream Partners (MMP)Another energy infrastructure play, Magellan Midstream Partners(NYSE: MMP) owns petroleum and ammonia pipelines in the central U.S.Per its corporate profile, the partnership “has a 9,800-mile refined products pipeline system with 54 connected terminals and two marine storage terminals (one of which is owned through a joint venture).” The stock has gained 6.7% so far this year.Of course, the highlight is not necessarily the stock’s performance but rather its forward yield of 8.4%. This ranks well above the energy sector’s average yield of 4.2%. While Magellan’s payout ratio stands at 85.5%, the company is structured as a master limited partnership, or MLP. This means it passes through its income to its partners in the form of dividends. Further, Magellan has 19 years of consecutive dividend increases under its belt.Those interested in MMP or other MLPs should research the tax implications before investing.KKR Real Estate Finance Trust (KREF)For those that want to roll the dice, consider KKR Real Estate Finance Trust(NYSE: KREF), a leading provider of structured commercial real estate loans. Given macroeconomic headwinds, KREF stock presents serious risks. Shares are down 30% so far this year.The company has a poor balance sheet. Notably, its cash position is less than desirable and its equity-to-asset ratio of 0.2 times ranks worse than 93% of real estate investment trusts.Yet, for speculators, shares throw off a forward yield of 11.8%. And analysts remain optimistic about KREF, rating it a“strong buy.”Finally, hedge funds have been generally increasing their exposure to KREF since the beginning of 2021.","news_type":1},"isVote":1,"tweetType":1,"viewCount":352,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9922842900,"gmtCreate":1671749474000,"gmtModify":1676538586217,"author":{"id":"3581739666390904","authorId":"3581739666390904","name":"ArcticFox88","avatar":"https://static.tigerbbs.com/cb1f244ecf651567e5baa7863d330262","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581739666390904","authorIdStr":"3581739666390904"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9922842900","repostId":"2293314960","repostType":4,"repost":{"id":"2293314960","kind":"highlight","pubTimestamp":1671720814,"share":"https://ttm.financial/m/news/2293314960?lang=&edition=fundamental","pubTime":"2022-12-22 22:53","market":"us","language":"en","title":"Apple Stock: Bull vs. Bear","url":"https://stock-news.laohu8.com/highlight/detail?id=2293314960","media":"Motley Fool","summary":"Is the iPhone maker a winning stock going into 2023?","content":"<html><head></head><body><h2>KEY POINTS</h2><ul><li>Apple has dominated consumer tech hardware for a generation.</li><li>The stock is well-priced after the recent sell-off, according to the bull case.</li><li>There&#39;s more uncertainty than investors think, according to the bear case.</li></ul><p>For much of the past two decades, <b>Apple</b> has been a star not just in the business world, but in the stock market as well.</p><p>The company dominates consumer tech hardware. It has the largest market cap of any U.S. company, and it even counts Warren Buffett as one of its biggest fans.</p><p>However, while Apple may have an admirable track record, that doesn&#39;t necessarily mean its future is equally bright. Is Apple stock a buy today? Keep reading as two Motley Fool contributors discuss the bull and bear cases for the tech giant.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fc5c86bca0f523b18f31d90c264b1487\" tg-width=\"700\" tg-height=\"393\" referrerpolicy=\"no-referrer\"/><span>Image source: Apple.</span></p><h2>The numbers speak for themselves</h2><p><b>Parkev Tatevosian</b> <b>(Bull case):</b> My bull case for Apple starts with its demonstrated ability to repeatedly create innovative tech hardware that consumers willingly pay premium prices to buy. The iPhone is arguably one of the most significant consumer products in the world (as measured by dollars spent). Notable products like the iPod, the iMac, and more preceded the legendary smartphone. Since the iPhone, Apple&#39;s produced sought-after devices like the iPad, Apple Watch, Airpods, and more. Most importantly, millions of people pay premium prices for each of the aforementioned, leaving excellent profit margins for Apple and its shareholders.</p><p>Between 2013 and 2022, Apple&#39;s annual sales soared from $171 billion to $394 billion. Considering the diverse and large markets in which Apple sells products, it is not likely to hit the ceiling on sales anytime soon despite its already massive scale. The pricing power that Apple earned over decades of improving the customer experience allowed it to average an operating profit margin of 28.3% in that time.</p><p>Admittedly, these are all backward-looking figures, but Apple&#39;s highly connected ecosystem makes it less likely for customers to switch to a competitor&#39;s product. In other words, many of yesterday&#39;s customers will likely stick with Apple longer-term.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4840b837074a86f7ea8f6ae8b5f1350a\" tg-width=\"720\" tg-height=\"387\" referrerpolicy=\"no-referrer\"/><span>AAPL data by YCharts</span></p><p>The bear market in 2022 brought Apple&#39;s stock down meaningfully. Today&#39;s investors can buy Apple stock at a price-to-earnings and price-to-free cash flow of 21.7 and 19.4, respectively. This is a relatively fair price to pay for an excellent business. Investors will do well in building wealth if they can buy great companies at reasonable prices.</p><h2>What have you done for me lately?</h2><p><b>Jeremy Bowman (Bear case):</b> It&#39;s hard to question Apple&#39;s bona fides, as the company is one of the biggest in the world, and generates huge margins. But stocks are generally valued based on future cash flows, and Apple&#39;s may not be as strong as the market seems to think.</p><p>In Apple&#39;s most recent quarter, revenue was up 8%, and earnings per share grew just 4%. According to Wall Street, this is not the growth stock that some might like to think it is. Apple didn&#39;t give specific guidance in its most recent earnings report, but the company said it expected revenue to slow sequentially in the current quarter due to the macroeconomic environment, a 10-percentage-point headwind from currency exchange, and difficult comparisons in the Mac segment.</p><p>Wall Street, meanwhile, expects revenue growth of just 2.7% in the current fiscal year, and even slower growth in earnings per share. In fiscal 2024, it only expects top and bottom line growth to improve slightly.</p><p>Apple has built a dominant consumer franchise, but there are also real risks to the company as rivals push forward with the next computing platform. <b><a href=\"https://laohu8.com/S/META\">Meta Platforms</a></b>, for example, will spend close to $20 billion next year to make its visions of the metaverse a reality, and other companies like <b>Nvidia</b> and <b>Microsoft</b> are pushing past the mobile computing era as well.</p><p>Apple still gets more than half of its revenue from the iPhone, which it first introduced 15 years ago. And while the company has had success in raising prices on its trademark smartphone, it&#39;s bound to reach a limit in what people are willing to pay, especially with a global recession potentially around the corner. The law of large numbers will eventually catch up to it, and it will run out of new customers to convert.</p><p>Finally, Apple&#39;s services segment, which is underpinned by its App Store, is facing more legal challenges as companies balk at its 30% commission fee. We could see a reckoning in the App Store model over the coming years.</p><p>Overall, Apple&#39;s strengths as a business are self-evident, but investors can find better growth at this valuation elsewhere.</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>Apple Stock: Bull vs. Bear</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Stock: Bull vs. Bear\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-22 22:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/12/21/apple-stock-bull-vs-bear/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSApple has dominated consumer tech hardware for a generation.The stock is well-priced after the recent sell-off, according to the bull case.There's more uncertainty than investors think, ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/12/21/apple-stock-bull-vs-bear/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","BK4559":"巴菲特持仓","LU0234572021.USD":"高盛美国核心股票组合Acc","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4550":"红杉资本持仓","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","BK4574":"无人驾驶","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4505":"高瓴资本持仓","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4581":"高盛持仓","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0444971666.USD":"天利全球科技基金","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","BK4170":"电脑硬件、储存设备及电脑周边","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4532":"文艺复兴科技持仓","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","BK4554":"元宇宙及AR概念","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","BK4571":"数字音乐概念","BK4585":"ETF&股票定投概念","BK4507":"流媒体概念","LU0238689110.USD":"贝莱德环球动力股票基金","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4534":"瑞士信贷持仓","BK4566":"资本集团","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4575":"芯片概念","LU0056508442.USD":"贝莱德世界科技基金A2"},"source_url":"https://www.fool.com/investing/2022/12/21/apple-stock-bull-vs-bear/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2293314960","content_text":"KEY POINTSApple has dominated consumer tech hardware for a generation.The stock is well-priced after the recent sell-off, according to the bull case.There's more uncertainty than investors think, according to the bear case.For much of the past two decades, Apple has been a star not just in the business world, but in the stock market as well.The company dominates consumer tech hardware. It has the largest market cap of any U.S. company, and it even counts Warren Buffett as one of its biggest fans.However, while Apple may have an admirable track record, that doesn't necessarily mean its future is equally bright. Is Apple stock a buy today? Keep reading as two Motley Fool contributors discuss the bull and bear cases for the tech giant.Image source: Apple.The numbers speak for themselvesParkev Tatevosian (Bull case): My bull case for Apple starts with its demonstrated ability to repeatedly create innovative tech hardware that consumers willingly pay premium prices to buy. The iPhone is arguably one of the most significant consumer products in the world (as measured by dollars spent). Notable products like the iPod, the iMac, and more preceded the legendary smartphone. Since the iPhone, Apple's produced sought-after devices like the iPad, Apple Watch, Airpods, and more. Most importantly, millions of people pay premium prices for each of the aforementioned, leaving excellent profit margins for Apple and its shareholders.Between 2013 and 2022, Apple's annual sales soared from $171 billion to $394 billion. Considering the diverse and large markets in which Apple sells products, it is not likely to hit the ceiling on sales anytime soon despite its already massive scale. The pricing power that Apple earned over decades of improving the customer experience allowed it to average an operating profit margin of 28.3% in that time.Admittedly, these are all backward-looking figures, but Apple's highly connected ecosystem makes it less likely for customers to switch to a competitor's product. In other words, many of yesterday's customers will likely stick with Apple longer-term.AAPL data by YChartsThe bear market in 2022 brought Apple's stock down meaningfully. Today's investors can buy Apple stock at a price-to-earnings and price-to-free cash flow of 21.7 and 19.4, respectively. This is a relatively fair price to pay for an excellent business. Investors will do well in building wealth if they can buy great companies at reasonable prices.What have you done for me lately?Jeremy Bowman (Bear case): It's hard to question Apple's bona fides, as the company is one of the biggest in the world, and generates huge margins. But stocks are generally valued based on future cash flows, and Apple's may not be as strong as the market seems to think.In Apple's most recent quarter, revenue was up 8%, and earnings per share grew just 4%. According to Wall Street, this is not the growth stock that some might like to think it is. Apple didn't give specific guidance in its most recent earnings report, but the company said it expected revenue to slow sequentially in the current quarter due to the macroeconomic environment, a 10-percentage-point headwind from currency exchange, and difficult comparisons in the Mac segment.Wall Street, meanwhile, expects revenue growth of just 2.7% in the current fiscal year, and even slower growth in earnings per share. In fiscal 2024, it only expects top and bottom line growth to improve slightly.Apple has built a dominant consumer franchise, but there are also real risks to the company as rivals push forward with the next computing platform. Meta Platforms, for example, will spend close to $20 billion next year to make its visions of the metaverse a reality, and other companies like Nvidia and Microsoft are pushing past the mobile computing era as well.Apple still gets more than half of its revenue from the iPhone, which it first introduced 15 years ago. And while the company has had success in raising prices on its trademark smartphone, it's bound to reach a limit in what people are willing to pay, especially with a global recession potentially around the corner. The law of large numbers will eventually catch up to it, and it will run out of new customers to convert.Finally, Apple's services segment, which is underpinned by its App Store, is facing more legal challenges as companies balk at its 30% commission fee. We could see a reckoning in the App Store model over the coming years.Overall, Apple's strengths as a business are self-evident, but investors can find better growth at this valuation elsewhere.","news_type":1},"isVote":1,"tweetType":1,"viewCount":82,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9922055576,"gmtCreate":1671663374396,"gmtModify":1676538571209,"author":{"id":"3581739666390904","authorId":"3581739666390904","name":"ArcticFox88","avatar":"https://static.tigerbbs.com/cb1f244ecf651567e5baa7863d330262","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581739666390904","authorIdStr":"3581739666390904"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9922055576","repostId":"2293531190","repostType":4,"repost":{"id":"2293531190","kind":"highlight","pubTimestamp":1671627918,"share":"https://ttm.financial/m/news/2293531190?lang=&edition=fundamental","pubTime":"2022-12-21 21:05","market":"us","language":"en","title":"Why Investors Should Avoid Tesla Stock In 2023","url":"https://stock-news.laohu8.com/highlight/detail?id=2293531190","media":"Motley Fool","summary":"After falling 50%, the stock is still much too expensive even if you are optimistic about the company's future growth.","content":"<html><head></head><body><h2>KEY POINTS</h2><ul><li>Tesla is one of the worst-performing stocks of 2022.</li><li>The company is going to face margin pressure from multiple angles in 2023 and beyond.</li><li>The stock is still much more expensive than its automotive peers.</li></ul><p><b>Tesla</b> is one of the worst-performing stocks of 2022. After an unrelenting rise over the past decade to a trillion-dollar market cap, the stock is down 55% this year and now sports a market cap of less than $500 billion. The current bear market, antics from CEO Elon Musk, and worries about a global recession have likely contributed to this decline.</p><p>If you&#39;re reading this, your instinct might be to &#34;buy the dip&#34; on Tesla shares. But that instinct could be a mistake given the stock&#39;s current valuation. Here&#39;s why investors should avoid buying Tesla in 2023.</p><h2>Tesla&#39;s strong historical growth</h2><p>Nobody can deny that Tesla has put up some fantastic growth numbers in the past few years. In 2020, the company went from generating consistent net losses to solid annual profits. Over the last 12 months, the business has generated a net income of $11.2 billion. This happened because the automotive manufacturer rapidly scaled up its production and deliveries, leading to operating leverage over its fixed cost base. For reference, in the third quarter of this year, Tesla delivered 344,000 cars to customers, which is up 250% from the 97,000 deliveries it made in Q3 2019.</p><p>With a huge opportunity to tackle the global transition to electric vehicles (EVs), many Tesla investors think this delivery and profit growth will continue over the next few years. But I think there are multiple reasons why things may materialize differently for the EV leader.</p><h2>Problems: Commodity costs, competition, management</h2><p>On top of scaling up its manufacturing, Tesla has benefited from low commodity costs for its key supplies and pricing power for its vehicles, which both led to higher margins. The problem is, these benefits are now reversing. In China -- one of Tesla&#39;s largest markets -- the company recently lowered prices on some of its vehicles by 10%. With dozens of competitors planning to invest hundreds of billions of dollars into the EV market this decade, pricing pressure is highly likely to continue. That will hurt Tesla&#39;s profit margins in the future if it is forced to lower its selling prices.</p><p>On supplies, Tesla is going to face cost pressures from rising commodity prices. Metals like lithium and cobalt have gone up in price over the last year, an issue that will likely only get worse as so many companies start to invest in EV battery production. Commodity price increases haven&#39;t shown up on Tesla&#39;s financial statements yet, but should over the next few years as it signs new agreements with suppliers.</p><p>If margins deteriorate, this could quickly erode Tesla&#39;s net income growth, even if its overall revenue continues to march higher. For example, let&#39;s say that Tesla is able to generate $100 billion in revenue next year, which would be 33% higher than its trailing 12-month numbers. At its current net margin of 15%, that would equate to $15 billion in net income. But if margins were to decline to 8% due to lower selling prices and high commodity inputs, the company&#39;s net income will <i>decline</i> to $8 billion next year.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0675ae409f24e956fe81fdcad4eab87d\" tg-width=\"720\" tg-height=\"449\" width=\"100%\" height=\"auto\"/><span>TSLA Net Income (TTM) data by YCharts</span></p><p>There are also issues concerning Tesla&#39;s eccentric CEO Elon Musk, who just purchased Twitter in a $44 billion acquisition. We don&#39;t need to go through all the details of that deal here, but suffice it to say Musk may not have his energy focused on Tesla at the moment. I don&#39;t believe it&#39;s a good thing for a fast-moving company to have its leader working on turning around another business.</p><h2>The valuation is not attractive</h2><p>There are many looming issues at Tesla that should keep investors nervous, but the key reason to avoid the stock is its expensive valuation, especially compared to its automotive peers. At its current price, the stock has a trailing price-to-earnings ratio (P/E) hovering just below 50. Given the fierce competition in the automotive market, huge capital needs, and volatile commodity prices, automotive companies are trading at P/Es of around 10. For reference, the global automotive leader <b>Toyota</b> currently trades at a P/E just below 10.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/defdc85361716224098b385f24fff429\" tg-width=\"720\" tg-height=\"449\" width=\"100%\" height=\"auto\"/><span>TSLA PE Ratio data by YCharts</span></p><p>This means that if you are buying shares of Tesla today, a 5x increase in earnings is <i>already likely priced into the stock</i>. And remember, this is with the potential for margin deterioration over the next few years due to the reasons outlined in the above section.</p><p>It isn&#39;t guaranteed that Tesla won&#39;t outperform these expectations, but I think there are less risky bets for investors to make today, especially in the current bear market. Avoiding shares of Tesla and putting your money in safer investments looks like the smart thing to do in 2023.</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>Why Investors Should Avoid Tesla Stock 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\">\nWhy Investors Should Avoid Tesla Stock In 2023\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-21 21:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/12/21/why-investors-should-avoid-tesla-stock-in-2023/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSTesla is one of the worst-performing stocks of 2022.The company is going to face margin pressure from multiple angles in 2023 and beyond.The stock is still much more expensive than its ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/12/21/why-investors-should-avoid-tesla-stock-in-2023/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4211":"区域性银行"},"source_url":"https://www.fool.com/investing/2022/12/21/why-investors-should-avoid-tesla-stock-in-2023/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2293531190","content_text":"KEY POINTSTesla is one of the worst-performing stocks of 2022.The company is going to face margin pressure from multiple angles in 2023 and beyond.The stock is still much more expensive than its automotive peers.Tesla is one of the worst-performing stocks of 2022. After an unrelenting rise over the past decade to a trillion-dollar market cap, the stock is down 55% this year and now sports a market cap of less than $500 billion. The current bear market, antics from CEO Elon Musk, and worries about a global recession have likely contributed to this decline.If you're reading this, your instinct might be to \"buy the dip\" on Tesla shares. But that instinct could be a mistake given the stock's current valuation. Here's why investors should avoid buying Tesla in 2023.Tesla's strong historical growthNobody can deny that Tesla has put up some fantastic growth numbers in the past few years. In 2020, the company went from generating consistent net losses to solid annual profits. Over the last 12 months, the business has generated a net income of $11.2 billion. This happened because the automotive manufacturer rapidly scaled up its production and deliveries, leading to operating leverage over its fixed cost base. For reference, in the third quarter of this year, Tesla delivered 344,000 cars to customers, which is up 250% from the 97,000 deliveries it made in Q3 2019.With a huge opportunity to tackle the global transition to electric vehicles (EVs), many Tesla investors think this delivery and profit growth will continue over the next few years. But I think there are multiple reasons why things may materialize differently for the EV leader.Problems: Commodity costs, competition, managementOn top of scaling up its manufacturing, Tesla has benefited from low commodity costs for its key supplies and pricing power for its vehicles, which both led to higher margins. The problem is, these benefits are now reversing. In China -- one of Tesla's largest markets -- the company recently lowered prices on some of its vehicles by 10%. With dozens of competitors planning to invest hundreds of billions of dollars into the EV market this decade, pricing pressure is highly likely to continue. That will hurt Tesla's profit margins in the future if it is forced to lower its selling prices.On supplies, Tesla is going to face cost pressures from rising commodity prices. Metals like lithium and cobalt have gone up in price over the last year, an issue that will likely only get worse as so many companies start to invest in EV battery production. Commodity price increases haven't shown up on Tesla's financial statements yet, but should over the next few years as it signs new agreements with suppliers.If margins deteriorate, this could quickly erode Tesla's net income growth, even if its overall revenue continues to march higher. For example, let's say that Tesla is able to generate $100 billion in revenue next year, which would be 33% higher than its trailing 12-month numbers. At its current net margin of 15%, that would equate to $15 billion in net income. But if margins were to decline to 8% due to lower selling prices and high commodity inputs, the company's net income will decline to $8 billion next year.TSLA Net Income (TTM) data by YChartsThere are also issues concerning Tesla's eccentric CEO Elon Musk, who just purchased Twitter in a $44 billion acquisition. We don't need to go through all the details of that deal here, but suffice it to say Musk may not have his energy focused on Tesla at the moment. I don't believe it's a good thing for a fast-moving company to have its leader working on turning around another business.The valuation is not attractiveThere are many looming issues at Tesla that should keep investors nervous, but the key reason to avoid the stock is its expensive valuation, especially compared to its automotive peers. At its current price, the stock has a trailing price-to-earnings ratio (P/E) hovering just below 50. Given the fierce competition in the automotive market, huge capital needs, and volatile commodity prices, automotive companies are trading at P/Es of around 10. For reference, the global automotive leader Toyota currently trades at a P/E just below 10.TSLA PE Ratio data by YChartsThis means that if you are buying shares of Tesla today, a 5x increase in earnings is already likely priced into the stock. And remember, this is with the potential for margin deterioration over the next few years due to the reasons outlined in the above section.It isn't guaranteed that Tesla won't outperform these expectations, but I think there are less risky bets for investors to make today, especially in the current bear market. Avoiding shares of Tesla and putting your money in safer investments looks like the smart thing to do in 2023.","news_type":1},"isVote":1,"tweetType":1,"viewCount":125,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9926240078,"gmtCreate":1671575097594,"gmtModify":1676538557101,"author":{"id":"3581739666390904","authorId":"3581739666390904","name":"ArcticFox88","avatar":"https://static.tigerbbs.com/cb1f244ecf651567e5baa7863d330262","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581739666390904","authorIdStr":"3581739666390904"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9926240078","repostId":"1119521514","repostType":4,"repost":{"id":"1119521514","kind":"news","pubTimestamp":1671546168,"share":"https://ttm.financial/m/news/1119521514?lang=&edition=fundamental","pubTime":"2022-12-20 22:22","market":"us","language":"en","title":"Why the Bank of Japan’s Surprise Policy Twist Is Rattling Global Markets","url":"https://stock-news.laohu8.com/highlight/detail?id=1119521514","media":"MarketWatch","summary":"Anchors aweigh?The Bank of Japan sent shock waves through global financial markets Tuesday, effectiv","content":"<html><head></head><body><p>Anchors aweigh?</p><p>The Bank of Japan sent shock waves through global financial markets Tuesday, effectively loosening a cap on 10-year government bond yields in a surprise move seen as potentially pointing the way to a broader tightening by the last major global central bank to maintain an ultraloose monetary policy.</p><p>Analysts and economists debated the significance of the move. But the market reaction showed global investors were rattled by the potential for the Bank of Japan to eventually give up its role as the last remaining low-rate anchor.</p><p>“The fact that investors see today’s move as heralding a bigger shift is evident from the market reaction,” said Jim Reid, strategist at Deutsche Bank, in a note.</p><p>The BOJ, at a regular policy meeting, said the yield on the 10-year Japanese government bond could rise as high as 0.5% from a previous cap of 0.25%. The central bank, as part of a program known as yield curve control, has maintained a target range around zero for the benchmark government bond yield since 2016 and used that as a tool to keep overall market interest rates low.</p><p>For its part, the BOJ didn’t cite inflation as a reason for the move, instead highlighting concerns about the functioning of the government bond market.</p><p>The yen soared, strengthening by more than 3% versus the U.S. dollar, while yields on 10-year Japanese government bonds were up 16 basis points at 0.413%, after hitting their highest level since 2015. U.S. Treasury yields spiked as global bond yields rose. The dollar weakened broadly versus major rivals, with the ICE U.S. Dollar Index down 0.8%.</p><p>The widening differential between Japanese and other developed market interest rates had translated into a steep selloff by the yen this year, with the currency hitting a multidecade low versus the U.S. dollar earlier this year.</p><p>Equity markets in Asia felt the heat from rising yields, with Japan’s Nikkei 225 falling more than 2%. Stocks in Europe and the U.S. saw a more subdued reaction, with U.S. stock-index futures pointing to a flat start for Wall Street.</p><p>Speculation around a broader shift in policy has been mounting.</p><p>The U.S. Treasury market felt ripples in Monday’s session after the Kyodo News agency over the weekend reported that Japan’s Prime Minister Fumio Kishida was looking to make the country’s 2% inflation target more flexible. The report said that Kishida, as soon as next spring, could discuss details of how to revise the government’s decade-long accord with the BOJ on the 2% target after a new central-bank governor succeeds Haruhiko Kuroda, whose term ends in April.</p><p>The Bank of Japan has spent massively in its effort to maintain the cap on the 10-year yield as global bond yields jumped this year in response to policy tightening by other major central banks, noted Robin Brooks, chief economist at the Institute of International Finance, on Twitter. That pressure may intensify “because markets smell blood,” he said.</p><p><img src=\"https://static.tigerbbs.com/9a956c5a8128687828da110c5f48fec3\" tg-width=\"755\" tg-height=\"1196\" width=\"100%\" height=\"auto\"/></p><p>While prospects for a move were being built into expectations for 2023, there was a widespread view that nothing was likely to happen in the final months of Kuroda’s term as governor, said Adam Cole, chief currency strategist at RBC Capital Markets, in a note.</p><p>He noted that other aspects of policy, including forward guidance and the policy balance rate, were left unchanged and the statement played up the market functioning role of the band widening, rather than characterizing it as a tightening of monetary policy.</p><p>“But coming in illiquid conditions, the market reaction has been sharp. In the near-term, we would not stand in the way of JPY strength and note that positioning, while much reduced in recent weeks, was still net long USD/JPY heading into the decision and covering of these JPY shorts may carry JPY higher still,” he wrote.</p></body></html>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why the Bank of Japan’s Surprise Policy Twist Is Rattling Global Markets</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 the Bank of Japan’s Surprise Policy Twist Is Rattling Global Markets\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-20 22:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/why-the-bank-of-japans-surprise-policy-twist-is-rattling-global-markets-11671544276?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Anchors aweigh?The Bank of Japan sent shock waves through global financial markets Tuesday, effectively loosening a cap on 10-year government bond yields in a surprise move seen as potentially ...</p>\n\n<a href=\"https://www.marketwatch.com/story/why-the-bank-of-japans-surprise-policy-twist-is-rattling-global-markets-11671544276?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.marketwatch.com/story/why-the-bank-of-japans-surprise-policy-twist-is-rattling-global-markets-11671544276?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119521514","content_text":"Anchors aweigh?The Bank of Japan sent shock waves through global financial markets Tuesday, effectively loosening a cap on 10-year government bond yields in a surprise move seen as potentially pointing the way to a broader tightening by the last major global central bank to maintain an ultraloose monetary policy.Analysts and economists debated the significance of the move. But the market reaction showed global investors were rattled by the potential for the Bank of Japan to eventually give up its role as the last remaining low-rate anchor.“The fact that investors see today’s move as heralding a bigger shift is evident from the market reaction,” said Jim Reid, strategist at Deutsche Bank, in a note.The BOJ, at a regular policy meeting, said the yield on the 10-year Japanese government bond could rise as high as 0.5% from a previous cap of 0.25%. The central bank, as part of a program known as yield curve control, has maintained a target range around zero for the benchmark government bond yield since 2016 and used that as a tool to keep overall market interest rates low.For its part, the BOJ didn’t cite inflation as a reason for the move, instead highlighting concerns about the functioning of the government bond market.The yen soared, strengthening by more than 3% versus the U.S. dollar, while yields on 10-year Japanese government bonds were up 16 basis points at 0.413%, after hitting their highest level since 2015. U.S. Treasury yields spiked as global bond yields rose. The dollar weakened broadly versus major rivals, with the ICE U.S. Dollar Index down 0.8%.The widening differential between Japanese and other developed market interest rates had translated into a steep selloff by the yen this year, with the currency hitting a multidecade low versus the U.S. dollar earlier this year.Equity markets in Asia felt the heat from rising yields, with Japan’s Nikkei 225 falling more than 2%. Stocks in Europe and the U.S. saw a more subdued reaction, with U.S. stock-index futures pointing to a flat start for Wall Street.Speculation around a broader shift in policy has been mounting.The U.S. Treasury market felt ripples in Monday’s session after the Kyodo News agency over the weekend reported that Japan’s Prime Minister Fumio Kishida was looking to make the country’s 2% inflation target more flexible. The report said that Kishida, as soon as next spring, could discuss details of how to revise the government’s decade-long accord with the BOJ on the 2% target after a new central-bank governor succeeds Haruhiko Kuroda, whose term ends in April.The Bank of Japan has spent massively in its effort to maintain the cap on the 10-year yield as global bond yields jumped this year in response to policy tightening by other major central banks, noted Robin Brooks, chief economist at the Institute of International Finance, on Twitter. That pressure may intensify “because markets smell blood,” he said.While prospects for a move were being built into expectations for 2023, there was a widespread view that nothing was likely to happen in the final months of Kuroda’s term as governor, said Adam Cole, chief currency strategist at RBC Capital Markets, in a note.He noted that other aspects of policy, including forward guidance and the policy balance rate, were left unchanged and the statement played up the market functioning role of the band widening, rather than characterizing it as a tightening of monetary policy.“But coming in illiquid conditions, the market reaction has been sharp. In the near-term, we would not stand in the way of JPY strength and note that positioning, while much reduced in recent weeks, was still net long USD/JPY heading into the decision and covering of these JPY shorts may carry JPY higher still,” he wrote.","news_type":1},"isVote":1,"tweetType":1,"viewCount":188,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9926107815,"gmtCreate":1671488682237,"gmtModify":1676538543511,"author":{"id":"3581739666390904","authorId":"3581739666390904","name":"ArcticFox88","avatar":"https://static.tigerbbs.com/cb1f244ecf651567e5baa7863d330262","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581739666390904","authorIdStr":"3581739666390904"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9926107815","repostId":"1123491325","repostType":4,"repost":{"id":"1123491325","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":1671463104,"share":"https://ttm.financial/m/news/1123491325?lang=&edition=fundamental","pubTime":"2022-12-19 23:18","market":"us","language":"en","title":"Top Calls on Wall Street: Tesla, Amazon, Netflix, Moderna, Nike, Coinbase and More","url":"https://stock-news.laohu8.com/highlight/detail?id=1123491325","media":"Tiger Newspress","summary":"Here are Monday’s biggest calls on Wall Street:Morgan Stanley names Microsoft a top 2023 pickMorgan ","content":"<html><head></head><body><p>Here are Monday’s biggest calls on Wall Street:</p><h2>Morgan Stanley names Microsoft a top 2023 pick</h2><p>Morgan Stanley said it sees accelerating earnings per share growth for Microsoft in 2023.</p><blockquote>“Our primary work suggests a strong (and durable) demand signal for Microsoft in key secular growth opportunities like Public Cloud, Data Management and Security, which should sustain growth in the Commercial business better than investors fear.”</blockquote><h2>Morgan Stanley reiterates Netflix as equal weight</h2><p>Morgan Stanley raised its price target on Netflix to $275 per share from $250 but said the valuation has come too far too fast.</p><blockquote>“The launch and potential of the ad-tier and paid sharing have helped shares nicely outperform since July. Consensus net adds expectations have also increased.”</blockquote><h2>Evercore ISI reiterates Amazon as outperform</h2><p>Evercore said in a note to clients that Amazon shares are “highly attractive” for investors with a long-term time horizon.</p><p>“We continue to view AMZN as highly attractive for long-term investors as a DHQ (Dislocated High Quality) stock and see several Value Unlocks.”</p><h2>Jefferies upgrades Moderna to buy from hold</h2><p>Jefferies said in its upgrade of Moderna that it sees the stock rebounding in 2023.</p><blockquote>“We upgrade MRNA to BUY on significant new pipeline story and catalysts ahead. The Covid vaccine story is old and numbers came way down already and most investors don’t care much on this anymore. ”</blockquote><h2>Barclays reiterates Coinbase as equal weight</h2><p>Barclays said Coinbase and other crypto companies could be beneficiaries of increased regulation.</p><blockquote>“We think increased regulation could be a positive catalyst, though we caution that even with the passage of a bill next year, it could still take 12+ months before new rules are scripted and implemented.”</blockquote><h2>Jefferies reiterates Nike as buy</h2><p>Jefferies said it’s bullish heading into Nike earnings on Tuesday.</p><blockquote>“That said, we continue to favor NKE long-term given its strong brand positioning and international growth opportunity.”</blockquote><h2>Telsey names Amazon a top 2023 pick</h2><p>Telsey said the e-commerce giant will continue to gain share in 2023.</p><blockquote>“Amazon is gaining market share by leveraging its sticky Prime customer base, expanding into new retail categories, such as grocery, pharmacy, and fashion, and growing AWS to enhance profitability.”</blockquote><h2>Atlantic Equities upgrades Warner Music Group to overweight from neutral</h2><p>Atlantic Equities said in its upgrade of Warner Music that it sees meaningful music growth subscriptions.</p><blockquote>“We see additional upside if the music industry can deliver sustainable pricing growth.”</blockquote><h2>Raymond James names Delta and Southwest top 2023 picks</h2><p>Raymond James named several airline stocks as top ideas for 20230 and said investors should buy the weakness.</p><p>“While we recognize that it is hard for stocks to work ahead of potential negative news, we would recommend building positions on pullbacks, particularly across our current Strong Buy-rated top picks: CPA, DAL, LUV,and RYAAY.”</p><h2>Citi names J.B. Hunt Transport a top 2023 pick</h2><p>Citi named the trucking company as a top pick and says it’s well positioned for growth.</p><blockquote>“If rails are successful, Hunt is arguably the biggest beneficiary at a similar multiple but with better EPS growth and returns.”</blockquote><h2>Morgan Stanley names Formula One Group a top 2023 pick</h2><p>Morgan Stanley said the company is top beneficiary in the rising popularity of auto racing.</p><blockquote>“This includes our Top Pick EDR ($30 PT, 50% upside), which monetizes both sports and general entertainment content, FWONK ($75, 30% upside) which is benefiting from the rising global popularity of F1.”</blockquote><h2>Oppenheimer downgrades Tesla to perform from outperform</h2><p>Oppenheimer said it’s concerned about “Twitter related” risks for Tesla.</p><blockquote>“While we continue to see Tesla evolving EV and autonomous technology in advance of peers and driving costs to levels those peers will struggle to match—and have tried to separate Elon Musk’s non-Tesla endeavors from our analysis on TSLA—we believe Mr. Musk’s acquisition and subsequent management of Twitter now make that separation untenable.”</blockquote><h2>Piper Sandler names Exxon a top 2023 pick</h2><p>Piper named the oil and gas giant as a top idea, noting it likes the company’s refining exposure.</p><blockquote>“XOM remains the globe’s largest refiner, representing ~20% of global earnings, and in particular, has more exposure to US refining than many of its global peers.”</blockquote><h2>Stifel downgrades Waste Management to hold from buy</h2><p>Stifel said in its downgrade of the waste company that free cash flow growth remains negative.</p><blockquote>“We are lowering our rating and target price on Waste Management from a Buy to Hold and to $171 from $185. We have revisited our analysis of FCF to account for the accelerated capital spending for recycling modernization and renewable natural gas.”</blockquote><h2>MoffettNathanson downgrades AT&amp;T to underperform from market perform</h2><p>Moffett said shares of AT&amp;T are overvalued right now.</p><blockquote>“Relative valuations are now inverted; AT&amp;T once again looks overvalued as we approach the new year.”</blockquote><h2>Goldman Sachs names SolarEdge a top 2023 pick</h2><p>Goldman said shares of the solar company are attractive heading into next year.</p><blockquote>“SEDG: Attractive risk-reward coupled with margin recovery path.”</blockquote><h2>Needham names Nvidia a top 2023 pick</h2><p>Needham named the stock a top idea for 2023 and said investors should buy the dip.</p><blockquote>“Moreover, unlike other end-markets, NVDA’sgraphics segment has declined ~30% Y/Y and China data center has declined at a similar rate. We are approaching a bottom in the gaming segment in C1Q23.”</blockquote><h2>Cowen reiterates Costco as outperform</h2><p>Cowen said it likes Costco’s “robust” long-term fundamentals.</p><blockquote>“We’re excited about positive catalysts given consistent traffic as a larger share of higher income consumers are drawn to COST’s competitive value.”</blockquote></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>Top Calls on Wall Street: Tesla, Amazon, Netflix, Moderna, Nike, Coinbase and More</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\">\nTop Calls on Wall Street: Tesla, Amazon, Netflix, Moderna, Nike, Coinbase and More\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\">2022-12-19 23:18</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Here are Monday’s biggest calls on Wall Street:</p><h2>Morgan Stanley names Microsoft a top 2023 pick</h2><p>Morgan Stanley said it sees accelerating earnings per share growth for Microsoft in 2023.</p><blockquote>“Our primary work suggests a strong (and durable) demand signal for Microsoft in key secular growth opportunities like Public Cloud, Data Management and Security, which should sustain growth in the Commercial business better than investors fear.”</blockquote><h2>Morgan Stanley reiterates Netflix as equal weight</h2><p>Morgan Stanley raised its price target on Netflix to $275 per share from $250 but said the valuation has come too far too fast.</p><blockquote>“The launch and potential of the ad-tier and paid sharing have helped shares nicely outperform since July. Consensus net adds expectations have also increased.”</blockquote><h2>Evercore ISI reiterates Amazon as outperform</h2><p>Evercore said in a note to clients that Amazon shares are “highly attractive” for investors with a long-term time horizon.</p><p>“We continue to view AMZN as highly attractive for long-term investors as a DHQ (Dislocated High Quality) stock and see several Value Unlocks.”</p><h2>Jefferies upgrades Moderna to buy from hold</h2><p>Jefferies said in its upgrade of Moderna that it sees the stock rebounding in 2023.</p><blockquote>“We upgrade MRNA to BUY on significant new pipeline story and catalysts ahead. The Covid vaccine story is old and numbers came way down already and most investors don’t care much on this anymore. ”</blockquote><h2>Barclays reiterates Coinbase as equal weight</h2><p>Barclays said Coinbase and other crypto companies could be beneficiaries of increased regulation.</p><blockquote>“We think increased regulation could be a positive catalyst, though we caution that even with the passage of a bill next year, it could still take 12+ months before new rules are scripted and implemented.”</blockquote><h2>Jefferies reiterates Nike as buy</h2><p>Jefferies said it’s bullish heading into Nike earnings on Tuesday.</p><blockquote>“That said, we continue to favor NKE long-term given its strong brand positioning and international growth opportunity.”</blockquote><h2>Telsey names Amazon a top 2023 pick</h2><p>Telsey said the e-commerce giant will continue to gain share in 2023.</p><blockquote>“Amazon is gaining market share by leveraging its sticky Prime customer base, expanding into new retail categories, such as grocery, pharmacy, and fashion, and growing AWS to enhance profitability.”</blockquote><h2>Atlantic Equities upgrades Warner Music Group to overweight from neutral</h2><p>Atlantic Equities said in its upgrade of Warner Music that it sees meaningful music growth subscriptions.</p><blockquote>“We see additional upside if the music industry can deliver sustainable pricing growth.”</blockquote><h2>Raymond James names Delta and Southwest top 2023 picks</h2><p>Raymond James named several airline stocks as top ideas for 20230 and said investors should buy the weakness.</p><p>“While we recognize that it is hard for stocks to work ahead of potential negative news, we would recommend building positions on pullbacks, particularly across our current Strong Buy-rated top picks: CPA, DAL, LUV,and RYAAY.”</p><h2>Citi names J.B. Hunt Transport a top 2023 pick</h2><p>Citi named the trucking company as a top pick and says it’s well positioned for growth.</p><blockquote>“If rails are successful, Hunt is arguably the biggest beneficiary at a similar multiple but with better EPS growth and returns.”</blockquote><h2>Morgan Stanley names Formula One Group a top 2023 pick</h2><p>Morgan Stanley said the company is top beneficiary in the rising popularity of auto racing.</p><blockquote>“This includes our Top Pick EDR ($30 PT, 50% upside), which monetizes both sports and general entertainment content, FWONK ($75, 30% upside) which is benefiting from the rising global popularity of F1.”</blockquote><h2>Oppenheimer downgrades Tesla to perform from outperform</h2><p>Oppenheimer said it’s concerned about “Twitter related” risks for Tesla.</p><blockquote>“While we continue to see Tesla evolving EV and autonomous technology in advance of peers and driving costs to levels those peers will struggle to match—and have tried to separate Elon Musk’s non-Tesla endeavors from our analysis on TSLA—we believe Mr. Musk’s acquisition and subsequent management of Twitter now make that separation untenable.”</blockquote><h2>Piper Sandler names Exxon a top 2023 pick</h2><p>Piper named the oil and gas giant as a top idea, noting it likes the company’s refining exposure.</p><blockquote>“XOM remains the globe’s largest refiner, representing ~20% of global earnings, and in particular, has more exposure to US refining than many of its global peers.”</blockquote><h2>Stifel downgrades Waste Management to hold from buy</h2><p>Stifel said in its downgrade of the waste company that free cash flow growth remains negative.</p><blockquote>“We are lowering our rating and target price on Waste Management from a Buy to Hold and to $171 from $185. We have revisited our analysis of FCF to account for the accelerated capital spending for recycling modernization and renewable natural gas.”</blockquote><h2>MoffettNathanson downgrades AT&amp;T to underperform from market perform</h2><p>Moffett said shares of AT&amp;T are overvalued right now.</p><blockquote>“Relative valuations are now inverted; AT&amp;T once again looks overvalued as we approach the new year.”</blockquote><h2>Goldman Sachs names SolarEdge a top 2023 pick</h2><p>Goldman said shares of the solar company are attractive heading into next year.</p><blockquote>“SEDG: Attractive risk-reward coupled with margin recovery path.”</blockquote><h2>Needham names Nvidia a top 2023 pick</h2><p>Needham named the stock a top idea for 2023 and said investors should buy the dip.</p><blockquote>“Moreover, unlike other end-markets, NVDA’sgraphics segment has declined ~30% Y/Y and China data center has declined at a similar rate. We are approaching a bottom in the gaming segment in C1Q23.”</blockquote><h2>Cowen reiterates Costco as outperform</h2><p>Cowen said it likes Costco’s “robust” long-term fundamentals.</p><blockquote>“We’re excited about positive catalysts given consistent traffic as a larger share of higher income consumers are drawn to COST’s competitive value.”</blockquote></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MRNA":"Moderna, Inc.","WMG":"华纳音乐","SEDG":"SolarEdge Technologies, Inc.","NKE":"耐克","COIN":"Coinbase Global, Inc.","AMZN":"亚马逊","DAL":"达美航空","XOM":"埃克森美孚","T":"美国电话电报","JBHT":"JB Hunt运输服务","FORTY":"配方系统","WM":"美国废物管理","NVDA":"英伟达","NFLX":"奈飞","LUV":"西南航空","TSLA":"特斯拉","MSFT":"微软"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123491325","content_text":"Here are Monday’s biggest calls on Wall Street:Morgan Stanley names Microsoft a top 2023 pickMorgan Stanley said it sees accelerating earnings per share growth for Microsoft in 2023.“Our primary work suggests a strong (and durable) demand signal for Microsoft in key secular growth opportunities like Public Cloud, Data Management and Security, which should sustain growth in the Commercial business better than investors fear.”Morgan Stanley reiterates Netflix as equal weightMorgan Stanley raised its price target on Netflix to $275 per share from $250 but said the valuation has come too far too fast.“The launch and potential of the ad-tier and paid sharing have helped shares nicely outperform since July. Consensus net adds expectations have also increased.”Evercore ISI reiterates Amazon as outperformEvercore said in a note to clients that Amazon shares are “highly attractive” for investors with a long-term time horizon.“We continue to view AMZN as highly attractive for long-term investors as a DHQ (Dislocated High Quality) stock and see several Value Unlocks.”Jefferies upgrades Moderna to buy from holdJefferies said in its upgrade of Moderna that it sees the stock rebounding in 2023.“We upgrade MRNA to BUY on significant new pipeline story and catalysts ahead. The Covid vaccine story is old and numbers came way down already and most investors don’t care much on this anymore. ”Barclays reiterates Coinbase as equal weightBarclays said Coinbase and other crypto companies could be beneficiaries of increased regulation.“We think increased regulation could be a positive catalyst, though we caution that even with the passage of a bill next year, it could still take 12+ months before new rules are scripted and implemented.”Jefferies reiterates Nike as buyJefferies said it’s bullish heading into Nike earnings on Tuesday.“That said, we continue to favor NKE long-term given its strong brand positioning and international growth opportunity.”Telsey names Amazon a top 2023 pickTelsey said the e-commerce giant will continue to gain share in 2023.“Amazon is gaining market share by leveraging its sticky Prime customer base, expanding into new retail categories, such as grocery, pharmacy, and fashion, and growing AWS to enhance profitability.”Atlantic Equities upgrades Warner Music Group to overweight from neutralAtlantic Equities said in its upgrade of Warner Music that it sees meaningful music growth subscriptions.“We see additional upside if the music industry can deliver sustainable pricing growth.”Raymond James names Delta and Southwest top 2023 picksRaymond James named several airline stocks as top ideas for 20230 and said investors should buy the weakness.“While we recognize that it is hard for stocks to work ahead of potential negative news, we would recommend building positions on pullbacks, particularly across our current Strong Buy-rated top picks: CPA, DAL, LUV,and RYAAY.”Citi names J.B. Hunt Transport a top 2023 pickCiti named the trucking company as a top pick and says it’s well positioned for growth.“If rails are successful, Hunt is arguably the biggest beneficiary at a similar multiple but with better EPS growth and returns.”Morgan Stanley names Formula One Group a top 2023 pickMorgan Stanley said the company is top beneficiary in the rising popularity of auto racing.“This includes our Top Pick EDR ($30 PT, 50% upside), which monetizes both sports and general entertainment content, FWONK ($75, 30% upside) which is benefiting from the rising global popularity of F1.”Oppenheimer downgrades Tesla to perform from outperformOppenheimer said it’s concerned about “Twitter related” risks for Tesla.“While we continue to see Tesla evolving EV and autonomous technology in advance of peers and driving costs to levels those peers will struggle to match—and have tried to separate Elon Musk’s non-Tesla endeavors from our analysis on TSLA—we believe Mr. Musk’s acquisition and subsequent management of Twitter now make that separation untenable.”Piper Sandler names Exxon a top 2023 pickPiper named the oil and gas giant as a top idea, noting it likes the company’s refining exposure.“XOM remains the globe’s largest refiner, representing ~20% of global earnings, and in particular, has more exposure to US refining than many of its global peers.”Stifel downgrades Waste Management to hold from buyStifel said in its downgrade of the waste company that free cash flow growth remains negative.“We are lowering our rating and target price on Waste Management from a Buy to Hold and to $171 from $185. We have revisited our analysis of FCF to account for the accelerated capital spending for recycling modernization and renewable natural gas.”MoffettNathanson downgrades AT&T to underperform from market performMoffett said shares of AT&T are overvalued right now.“Relative valuations are now inverted; AT&T once again looks overvalued as we approach the new year.”Goldman Sachs names SolarEdge a top 2023 pickGoldman said shares of the solar company are attractive heading into next year.“SEDG: Attractive risk-reward coupled with margin recovery path.”Needham names Nvidia a top 2023 pickNeedham named the stock a top idea for 2023 and said investors should buy the dip.“Moreover, unlike other end-markets, NVDA’sgraphics segment has declined ~30% Y/Y and China data center has declined at a similar rate. We are approaching a bottom in the gaming segment in C1Q23.”Cowen reiterates Costco as outperformCowen said it likes Costco’s “robust” long-term fundamentals.“We’re excited about positive catalysts given consistent traffic as a larger share of higher income consumers are drawn to COST’s competitive value.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":131,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9928590499,"gmtCreate":1671317584312,"gmtModify":1676538522699,"author":{"id":"3581739666390904","authorId":"3581739666390904","name":"ArcticFox88","avatar":"https://static.tigerbbs.com/cb1f244ecf651567e5baa7863d330262","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581739666390904","authorIdStr":"3581739666390904"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9928590499","repostId":"2291076952","repostType":4,"repost":{"id":"2291076952","kind":"highlight","pubTimestamp":1671260506,"share":"https://ttm.financial/m/news/2291076952?lang=&edition=fundamental","pubTime":"2022-12-17 15:01","market":"us","language":"en","title":"Better Buy: Amazon vs. Apple","url":"https://stock-news.laohu8.com/highlight/detail?id=2291076952","media":"Motley Fool","summary":"Both of these stocks have excellent long-term outlooks, but one is unquestionably the better buy.","content":"<html><head></head><body><p>A stock market sell-off in 2022 has tanked the share prices of some of the world&#39;s most valuable companies, creating an excellent time to invest in growth stocks like <b>Amazon</b> (AMZN) and <b>Apple</b> (AAPL). These companies are known as leaders of their respective industries, yet have watched their stocks suffer double-digit declines over the past year.</p><p>Regardless, Amazon and Apple continue to have great long-term outlooks, making both of their stocks worth an investment. However, if you&#39;re only looking to add one stock to your portfolio, you might wonder which is the better buy. So, let&#39;s assess.</p><h2>1. <a href=\"https://laohu8.com/S/AMZN\">Amazon</a></h2><p>Amazon has come a long way since starting out as an online book retailer in 1994, expanding into several lucrative industries. The company&#39;s stock has plummeted 46% since January amid macroeconomic headwinds. However, its diverse business has continued to see revenue growth in 2022, a promising sign for its future.</p><p>In the third quarter of 2022, Amazon&#39;s revenue rose 14.7% year over year to $127.1 billion, with operating income coming in at $2.5 billion.</p><p>In its e-commerce business, the company&#39;s North American segment increased by 20% to $78.8 billion, and its international revenue decreased by 5% to $27.7 billion. However, its earnings abroad primarily suffered from changes in foreign exchange rates, resulting in a strong dollar. Thus, Amazon&#39;s international revenue rose 12%, excluding exchange fluctuations.</p><p>The bright spot of Amazon&#39;s year amid an economic downturn has, no doubt, been its cloud computing business, Amazon Web Services (AWS). The platform&#39;s segment made up 100% of the company&#39;s operating income in Q3 2022, with revenue increasing 27% year over year to $20.5 billion.</p><p>While a potential recession in 2023 could lead to further declines in its e-commerce business, AWS&#39;s continued growth over the last year proves it will likely continue flourishing no matter the economic climate and prop the company up through a possibly challenging year.</p><p>However, according to the Federal Reserve, consumer spending has risen for the last three quarters. If this continues on its current trajectory, Amazon could see a return to operating income in its e-commerce business next year, along with continued growth in AWS.</p><h2>2. <a href=\"https://laohu8.com/S/AAPL\">Apple</a></h2><p>Despite falling 21% year to date, Apple stock has risen 228% over the last five years, making it one of the best growth companies out there. By comparison, Amazon&#39;s stock has increased by 55% in five years.</p><p>In a year plagued by tech industry declines, Apple has reported strong sales for its products. In the fourth quarter of 2022, the company&#39;s iPhone revenue increased by 9.6% to $42.6 billion despite worldwide smartphone shipments decreasing by 9.7%, according to IDC.</p><p>Similarly, the company&#39;s Mac segment reported growth of 25.3% year over year, hitting $11.5 billion, while worldwide PC shipments fell 15%.</p><p>Apple has attracted investor concern over the last month because of its dependence on China for iPhone production as the smartphones made up 52% of the company&#39;s revenue in its fiscal 2022. COVID-19 restrictions in the country have strained production and motivated Apple to begin diversifying its iPhone manufacturing.</p><p>The company is now making a portion of its iPhone 14s in India, with <b>JP Morgan Chase </b>estimating that about 25% of all Apple&#39;s products will be produced there by 2025. It could take years for Apple to move out of China completely; however, that doesn&#39;t dampen its long-term prospects.</p><p>In addition to diversifying its product manufacturing, the company has a swiftly growing services business that could alleviate pressure from its iPhone segment. As Apple&#39;s second-biggest segment in its fiscal 2022, services revenue rose 14% year over year to $78.1 billion. By contrast, iPhone revenue increased by 7% during the year.</p><p>Regarding key metrics for Amazon and Apple, Amazon&#39;s price-to-earnings ratio is at 84, rising 27% in the last year. Meanwhile, Apple&#39;s is about 23 after declining 24% since last December.</p><p>In terms of free cash flow, Amazon&#39;s stood at a negative 26.3 billion as of Sept. 30, while Apple&#39;s came in at $111.44 billion.</p><p>Amazon continues to have an excellent outlook over the long term. However, Apple has fared far better in 2022, and the stock currently offers more value. Additionally, the company&#39;s ability to keep up stellar demand for its products in a poor economic climate makes its stock undoubtedly a more reliable and better buy.</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>Better Buy: Amazon vs. Apple</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\">\nBetter Buy: Amazon vs. Apple\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-17 15:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/12/16/better-buy-amazon-vs-apple/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A stock market sell-off in 2022 has tanked the share prices of some of the world's most valuable companies, creating an excellent time to invest in growth stocks like Amazon (AMZN) and Apple (AAPL). ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/12/16/better-buy-amazon-vs-apple/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊","AAPL":"苹果"},"source_url":"https://www.fool.com/investing/2022/12/16/better-buy-amazon-vs-apple/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2291076952","content_text":"A stock market sell-off in 2022 has tanked the share prices of some of the world's most valuable companies, creating an excellent time to invest in growth stocks like Amazon (AMZN) and Apple (AAPL). These companies are known as leaders of their respective industries, yet have watched their stocks suffer double-digit declines over the past year.Regardless, Amazon and Apple continue to have great long-term outlooks, making both of their stocks worth an investment. However, if you're only looking to add one stock to your portfolio, you might wonder which is the better buy. So, let's assess.1. AmazonAmazon has come a long way since starting out as an online book retailer in 1994, expanding into several lucrative industries. The company's stock has plummeted 46% since January amid macroeconomic headwinds. However, its diverse business has continued to see revenue growth in 2022, a promising sign for its future.In the third quarter of 2022, Amazon's revenue rose 14.7% year over year to $127.1 billion, with operating income coming in at $2.5 billion.In its e-commerce business, the company's North American segment increased by 20% to $78.8 billion, and its international revenue decreased by 5% to $27.7 billion. However, its earnings abroad primarily suffered from changes in foreign exchange rates, resulting in a strong dollar. Thus, Amazon's international revenue rose 12%, excluding exchange fluctuations.The bright spot of Amazon's year amid an economic downturn has, no doubt, been its cloud computing business, Amazon Web Services (AWS). The platform's segment made up 100% of the company's operating income in Q3 2022, with revenue increasing 27% year over year to $20.5 billion.While a potential recession in 2023 could lead to further declines in its e-commerce business, AWS's continued growth over the last year proves it will likely continue flourishing no matter the economic climate and prop the company up through a possibly challenging year.However, according to the Federal Reserve, consumer spending has risen for the last three quarters. If this continues on its current trajectory, Amazon could see a return to operating income in its e-commerce business next year, along with continued growth in AWS.2. AppleDespite falling 21% year to date, Apple stock has risen 228% over the last five years, making it one of the best growth companies out there. By comparison, Amazon's stock has increased by 55% in five years.In a year plagued by tech industry declines, Apple has reported strong sales for its products. In the fourth quarter of 2022, the company's iPhone revenue increased by 9.6% to $42.6 billion despite worldwide smartphone shipments decreasing by 9.7%, according to IDC.Similarly, the company's Mac segment reported growth of 25.3% year over year, hitting $11.5 billion, while worldwide PC shipments fell 15%.Apple has attracted investor concern over the last month because of its dependence on China for iPhone production as the smartphones made up 52% of the company's revenue in its fiscal 2022. COVID-19 restrictions in the country have strained production and motivated Apple to begin diversifying its iPhone manufacturing.The company is now making a portion of its iPhone 14s in India, with JP Morgan Chase estimating that about 25% of all Apple's products will be produced there by 2025. It could take years for Apple to move out of China completely; however, that doesn't dampen its long-term prospects.In addition to diversifying its product manufacturing, the company has a swiftly growing services business that could alleviate pressure from its iPhone segment. As Apple's second-biggest segment in its fiscal 2022, services revenue rose 14% year over year to $78.1 billion. By contrast, iPhone revenue increased by 7% during the year.Regarding key metrics for Amazon and Apple, Amazon's price-to-earnings ratio is at 84, rising 27% in the last year. Meanwhile, Apple's is about 23 after declining 24% since last December.In terms of free cash flow, Amazon's stood at a negative 26.3 billion as of Sept. 30, while Apple's came in at $111.44 billion.Amazon continues to have an excellent outlook over the long term. However, Apple has fared far better in 2022, and the stock currently offers more value. Additionally, the company's ability to keep up stellar demand for its products in a poor economic climate makes its stock undoubtedly a more reliable and better buy.","news_type":1},"isVote":1,"tweetType":1,"viewCount":207,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9928147480,"gmtCreate":1671232852041,"gmtModify":1676538512265,"author":{"id":"3581739666390904","authorId":"3581739666390904","name":"ArcticFox88","avatar":"https://static.tigerbbs.com/cb1f244ecf651567e5baa7863d330262","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581739666390904","authorIdStr":"3581739666390904"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9928147480","repostId":"1113454322","repostType":4,"repost":{"id":"1113454322","kind":"news","pubTimestamp":1671202950,"share":"https://ttm.financial/m/news/1113454322?lang=&edition=fundamental","pubTime":"2022-12-16 23:02","market":"us","language":"en","title":"Top Calls on Wall Street: Meta, American Airlines, Trip.com and More","url":"https://stock-news.laohu8.com/highlight/detail?id=1113454322","media":"TheFly","summary":"Top 5 Upgrades:JPMorgan analyst Doug Anmuth upgraded Meta Platforms(META) to Overweight from Neutral","content":"<html><head></head><body><h2><b>Top 5 Upgrades:</b></h2><ul><li>JPMorgan analyst Doug Anmuth upgraded <b>Meta Platforms</b>(META) to Overweight from Neutral with a price target of $150, up from $115. The shares are down 65% year-to-date as Meta has been impacted by Apple (AAPL) privacy changes, TikTok competition, Reels headwinds, heavy hiring and expense growth, an uncertain build-out of the metaverse, and macro pressures, but some of these pressures will ease heading into 2023, Anmuth tells investors in a research note.</li><li>BTIG analyst Matthew VanVliet upgraded <b>Agilysys</b>(AGYS) to Buy from Neutral with an $83 price target. The company announced a &#34;game-changing contract win&#34; with Marriott (MAR) to deploy its property management system across U.S. and Canada luxury, premium and select service hotels over the next several years, VanVliet tells investors in a research note.</li><li>BofA analyst Vivek Arya upgraded <b>Cadence Design</b>(CDNS) and <b>Synopsys</b>(SNPS) to Buy from Neutral. His prior concerns about the impact from China restrictions on electronic design automation, or EDA, demand &#34;have proven to be overly conservative,&#34; said Arya, who notes that most U.S. restrictions were focused on the delivery of fab equipment and not EDA.</li><li>UBS analyst Wei Xiong upgraded <b>Trip.com Group</b>(TCOM) to Buy from Neutral with a price target of $41, up from $28. The recent accelerated easing of COVID controls in China, a likely faster-than-expected outbound travel recovery, and continued momentum in overseas markets provides better visibility on improving fundamentals, said Xiong, who raised 2023 and 2024 revenue and earnings estimates for Trip.com.</li><li>UBS analyst Colin Bristow upgraded <b>Sarepta</b>(SRPT) to Buy from Neutral with a price target of $158, up from $100, telling investors that he views it as &#34;highly likely&#34; that accelerated approval is granted for SRP-9001 in Duchenne muscular dystrophy, or DMD, by the PDUFA date of May 29.</li></ul><h2><b>Top 5 Downgrades:</b></h2><ul><li>BMO Capital analyst John Kim downgraded <b>Equity Residential</b>(EQR) to Underperform from Market Perform with a price target of $61, down from $70. The analyst cites the &#34;looming&#34; recession and rising unemployment for the downgrade. He says Equity Residential screens expensive and is cautious on the multifamily sector.</li><li>RBC Capital analyst Ken Herbert downgraded <b>Mercury Systems</b>(MRCY) to Sector Perform from Outperform with a price target of $54, down from $66. Heading into 2023, the defense supply chain remains a risk for Mercury, one of the most impacted by the supply chain disruptions in the group, Herbert tells investors in a research note.</li><li>JPMorgan analyst Anthony Paolone downgraded <b>AvalonBay</b>(AVB) to Underweight from Neutral with a price target of $197, down from $206. The analyst is &#34;more constructive&#34; on real estate investment trusts going into next year.</li><li>Wells Fargo analyst Elyse Greenspan downgraded <b>Prudential Financial</b>(PRU) to Underweight from Equal Weight with an unchanged price target of $101. The analyst cites relative value for the downgrade, saying Prudential&#39;s valuation has expanded relative to MetLife (MET) versus historical levels.</li><li>Morgan Stanley analyst Thomas Yeh downgraded <b>New York Times</b>(NYT) to Equal Weight from Overweight with an unchanged price target of $37. Recent underperformance in net adds lowers his confidence in capturing the long-term opportunity while growing macro headwinds for advertising revenues &#34;put 2023 expectations at risk,&#34; Yeh tells investors.</li></ul><h2><b>Top 5 Initiations:</b></h2><ul><li>Goldman Sachs analyst Catherine O&#39;Brien resumed coverage of <b>American Airlines</b>(AAL) with a Neutral rating and $13 price target. While positive on the backdrop for airlines, the analyst says the economic outlook is uncertain. In this environment, she favors stocks with &#34;idiosyncratic earnings drivers, relatively more recovery tailwinds remaining, or characteristics that reduce downside risk.&#34;</li><li>DA Davidson analyst Rudy Kessinger initiated coverage of <b>CyberArk</b>(CYBR) with a Buy rating and $175 price target. The company has a clear market leadership position in privileged access management, the most critical pillar of identity security, Kessinger tells investors in a research note.</li><li>JPMorgan analyst Brian Cheng initiated coverage of <b>Senti Bio</b>(SNTI) with a Neutral rating and no price target. Senti is a preclinical-stage biotech company leveraging modified natural killer immune cells to treat blood and solid tumors, Cheng tells investors in a research note.</li><li>UBS analyst Dennis Geiger initiated coverage of <b>Cracker Barrel</b>(CBRL) with a Neutral rating and $105 price target. Cracker Barrel&#39;s differentiated brands and enhancements to menu, off-premise, and digital highlight improvements in recent years support same-store sales growth, free cash flow generation and capital returns to shareholders, Geiger says in a research note.</li><li>Barclays analyst Ryan MacWilliams initiated coverage of <b>Atlassian</b>(TEAM) with an Equal Weight rating and $155 price target. The analyst believes the consolidation of broader developer tools is an &#34;attractive value creation opportunity for leading platform players.&#34;</li></ul></body></html>","source":"lsy1666364704704","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>Top Calls on Wall Street: Meta, American Airlines, Trip.com and More</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\">\nTop Calls on Wall Street: Meta, American Airlines, Trip.com and More\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-16 23:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://thefly.com/landingPageNews.php?id=3634532&headline=META;EQR;MRCY;AAL;AGYS;SNTI;SNPS;CDNS;TCOM;SRPT;AVB;PRU;CBRL;TEAM-Street-Wrap-Todays-Top--Upgrades-Downgrades-Initiations><strong>TheFly</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Top 5 Upgrades:JPMorgan analyst Doug Anmuth upgraded Meta Platforms(META) to Overweight from Neutral with a price target of $150, up from $115. The shares are down 65% year-to-date as Meta has been ...</p>\n\n<a href=\"https://thefly.com/landingPageNews.php?id=3634532&headline=META;EQR;MRCY;AAL;AGYS;SNTI;SNPS;CDNS;TCOM;SRPT;AVB;PRU;CBRL;TEAM-Street-Wrap-Todays-Top--Upgrades-Downgrades-Initiations\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"META":"Meta Platforms, Inc.","TCOM":"携程网","AAL":"美国航空"},"source_url":"https://thefly.com/landingPageNews.php?id=3634532&headline=META;EQR;MRCY;AAL;AGYS;SNTI;SNPS;CDNS;TCOM;SRPT;AVB;PRU;CBRL;TEAM-Street-Wrap-Todays-Top--Upgrades-Downgrades-Initiations","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113454322","content_text":"Top 5 Upgrades:JPMorgan analyst Doug Anmuth upgraded Meta Platforms(META) to Overweight from Neutral with a price target of $150, up from $115. The shares are down 65% year-to-date as Meta has been impacted by Apple (AAPL) privacy changes, TikTok competition, Reels headwinds, heavy hiring and expense growth, an uncertain build-out of the metaverse, and macro pressures, but some of these pressures will ease heading into 2023, Anmuth tells investors in a research note.BTIG analyst Matthew VanVliet upgraded Agilysys(AGYS) to Buy from Neutral with an $83 price target. The company announced a \"game-changing contract win\" with Marriott (MAR) to deploy its property management system across U.S. and Canada luxury, premium and select service hotels over the next several years, VanVliet tells investors in a research note.BofA analyst Vivek Arya upgraded Cadence Design(CDNS) and Synopsys(SNPS) to Buy from Neutral. His prior concerns about the impact from China restrictions on electronic design automation, or EDA, demand \"have proven to be overly conservative,\" said Arya, who notes that most U.S. restrictions were focused on the delivery of fab equipment and not EDA.UBS analyst Wei Xiong upgraded Trip.com Group(TCOM) to Buy from Neutral with a price target of $41, up from $28. The recent accelerated easing of COVID controls in China, a likely faster-than-expected outbound travel recovery, and continued momentum in overseas markets provides better visibility on improving fundamentals, said Xiong, who raised 2023 and 2024 revenue and earnings estimates for Trip.com.UBS analyst Colin Bristow upgraded Sarepta(SRPT) to Buy from Neutral with a price target of $158, up from $100, telling investors that he views it as \"highly likely\" that accelerated approval is granted for SRP-9001 in Duchenne muscular dystrophy, or DMD, by the PDUFA date of May 29.Top 5 Downgrades:BMO Capital analyst John Kim downgraded Equity Residential(EQR) to Underperform from Market Perform with a price target of $61, down from $70. The analyst cites the \"looming\" recession and rising unemployment for the downgrade. He says Equity Residential screens expensive and is cautious on the multifamily sector.RBC Capital analyst Ken Herbert downgraded Mercury Systems(MRCY) to Sector Perform from Outperform with a price target of $54, down from $66. Heading into 2023, the defense supply chain remains a risk for Mercury, one of the most impacted by the supply chain disruptions in the group, Herbert tells investors in a research note.JPMorgan analyst Anthony Paolone downgraded AvalonBay(AVB) to Underweight from Neutral with a price target of $197, down from $206. The analyst is \"more constructive\" on real estate investment trusts going into next year.Wells Fargo analyst Elyse Greenspan downgraded Prudential Financial(PRU) to Underweight from Equal Weight with an unchanged price target of $101. The analyst cites relative value for the downgrade, saying Prudential's valuation has expanded relative to MetLife (MET) versus historical levels.Morgan Stanley analyst Thomas Yeh downgraded New York Times(NYT) to Equal Weight from Overweight with an unchanged price target of $37. Recent underperformance in net adds lowers his confidence in capturing the long-term opportunity while growing macro headwinds for advertising revenues \"put 2023 expectations at risk,\" Yeh tells investors.Top 5 Initiations:Goldman Sachs analyst Catherine O'Brien resumed coverage of American Airlines(AAL) with a Neutral rating and $13 price target. While positive on the backdrop for airlines, the analyst says the economic outlook is uncertain. In this environment, she favors stocks with \"idiosyncratic earnings drivers, relatively more recovery tailwinds remaining, or characteristics that reduce downside risk.\"DA Davidson analyst Rudy Kessinger initiated coverage of CyberArk(CYBR) with a Buy rating and $175 price target. The company has a clear market leadership position in privileged access management, the most critical pillar of identity security, Kessinger tells investors in a research note.JPMorgan analyst Brian Cheng initiated coverage of Senti Bio(SNTI) with a Neutral rating and no price target. Senti is a preclinical-stage biotech company leveraging modified natural killer immune cells to treat blood and solid tumors, Cheng tells investors in a research note.UBS analyst Dennis Geiger initiated coverage of Cracker Barrel(CBRL) with a Neutral rating and $105 price target. Cracker Barrel's differentiated brands and enhancements to menu, off-premise, and digital highlight improvements in recent years support same-store sales growth, free cash flow generation and capital returns to shareholders, Geiger says in a research note.Barclays analyst Ryan MacWilliams initiated coverage of Atlassian(TEAM) with an Equal Weight rating and $155 price target. The analyst believes the consolidation of broader developer tools is an \"attractive value creation opportunity for leading platform players.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":60,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9921752822,"gmtCreate":1671143070266,"gmtModify":1676538496803,"author":{"id":"3581739666390904","authorId":"3581739666390904","name":"ArcticFox88","avatar":"https://static.tigerbbs.com/cb1f244ecf651567e5baa7863d330262","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581739666390904","authorIdStr":"3581739666390904"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9921752822","repostId":"1145285433","repostType":4,"repost":{"id":"1145285433","kind":"news","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":1671070064,"share":"https://ttm.financial/m/news/1145285433?lang=&edition=fundamental","pubTime":"2022-12-15 10:07","market":"us","language":"en","title":"Elon Musk Sells Tesla Shares Worth $3.58 Billion","url":"https://stock-news.laohu8.com/highlight/detail?id=1145285433","media":"Reuters","summary":"Dec 14  - Tesla IncChief Executive Officer Elon Musk has sold 22 million shares worth $3.58 billion in the electric-vehicle maker this week, a U.S. securities filing showed on Wednesday.The latest sale, Musk's second since his $44 billion purchase of Twitter in October, brings the total Tesla stocks sold by the billionaire to nearly $40 billion over the past year.He now owns 13.4% of the world's most valuable carmaker, according to Refinitiv data.Investor concerns that Musk's purchase of Twitter","content":"<html><head></head><body><p>Dec 14 (Reuters) - Tesla Inc Chief Executive Officer Elon Musk has sold 22 million shares worth $3.58 billion in the electric-vehicle maker this week, a U.S. securities filing showed on Wednesday.</p><p>The latest sale, Musk&#39;s second since his $44 billion purchase of Twitter in October, brings the total Tesla stocks sold by the billionaire to nearly $40 billion over the past year.</p><p>He now owns 13.4% of the world&#39;s most valuable carmaker, according to Refinitiv data.</p><p>Investor concerns that Musk&#39;s purchase of Twitter could divert his time away from Tesla have driven down shares of the company more than 60% in 2022, making it one of the worst-performing stocks among major automakers and tech firms this year.</p><p>The stock hit its lowest in over two years last night.</p><p>Musk, who recently lost his title as the world&#39;s richest person, unloaded shares over three days between Monday and Wednesday, according to the filing.</p><p>Tesla did not immediately respond to a Reuters request for comment outside business hours.</p><p>The latest share sale comes a month after Musk sold shares worth $4 billion in Tesla days after he closed the Twitter deal.</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>Elon Musk Sells Tesla Shares Worth $3.58 Billion</title>\n<style 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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\">\nElon Musk Sells Tesla Shares Worth $3.58 Billion\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\">2022-12-15 10:07</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Dec 14 (Reuters) - Tesla Inc Chief Executive Officer Elon Musk has sold 22 million shares worth $3.58 billion in the electric-vehicle maker this week, a U.S. securities filing showed on Wednesday.</p><p>The latest sale, Musk&#39;s second since his $44 billion purchase of Twitter in October, brings the total Tesla stocks sold by the billionaire to nearly $40 billion over the past year.</p><p>He now owns 13.4% of the world&#39;s most valuable carmaker, according to Refinitiv data.</p><p>Investor concerns that Musk&#39;s purchase of Twitter could divert his time away from Tesla have driven down shares of the company more than 60% in 2022, making it one of the worst-performing stocks among major automakers and tech firms this year.</p><p>The stock hit its lowest in over two years last night.</p><p>Musk, who recently lost his title as the world&#39;s richest person, unloaded shares over three days between Monday and Wednesday, according to the filing.</p><p>Tesla did not immediately respond to a Reuters request for comment outside business hours.</p><p>The latest share sale comes a month after Musk sold shares worth $4 billion in Tesla days after he closed the Twitter deal.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145285433","content_text":"Dec 14 (Reuters) - Tesla Inc Chief Executive Officer Elon Musk has sold 22 million shares worth $3.58 billion in the electric-vehicle maker this week, a U.S. securities filing showed on Wednesday.The latest sale, Musk's second since his $44 billion purchase of Twitter in October, brings the total Tesla stocks sold by the billionaire to nearly $40 billion over the past year.He now owns 13.4% of the world's most valuable carmaker, according to Refinitiv data.Investor concerns that Musk's purchase of Twitter could divert his time away from Tesla have driven down shares of the company more than 60% in 2022, making it one of the worst-performing stocks among major automakers and tech firms this year.The stock hit its lowest in over two years last night.Musk, who recently lost his title as the world's richest person, unloaded shares over three days between Monday and Wednesday, according to the filing.Tesla did not immediately respond to a Reuters request for comment outside business hours.The latest share sale comes a month after Musk sold shares worth $4 billion in Tesla days after he closed the Twitter deal.","news_type":1},"isVote":1,"tweetType":1,"viewCount":99,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9921295728,"gmtCreate":1671064034564,"gmtModify":1676538483260,"author":{"id":"3581739666390904","authorId":"3581739666390904","name":"ArcticFox88","avatar":"https://static.tigerbbs.com/cb1f244ecf651567e5baa7863d330262","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581739666390904","authorIdStr":"3581739666390904"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9921295728","repostId":"2291844850","repostType":4,"repost":{"id":"2291844850","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":1671058684,"share":"https://ttm.financial/m/news/2291844850?lang=&edition=fundamental","pubTime":"2022-12-15 06:58","market":"us","language":"en","title":"Wall Street Ends Lower After Latest Fed Rate Hike","url":"https://stock-news.laohu8.com/highlight/detail?id=2291844850","media":"Reuters","summary":"* Fed raises interest rates by 50 basis points* Summary of economic projections sees higher policy r","content":"<html><head></head><body><p>* Fed raises interest rates by 50 basis points</p><p>* Summary of economic projections sees higher policy rate</p><p>* Tesla falls after Goldman cuts price target</p><p>* Dow down 0.42%, S&amp;P 500 down 0.61%, Nasdaq down 0.76%</p><p><img src=\"https://static.tigerbbs.com/605a67e74e73b0af686fc3093f27837c\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p><p>NEW YORK, Dec 14 (Reuters) - U.S. stocks closed lower in volatile trading on Wednesday following a policy announcement by the Federal Reserve that raised interest rates by an expected 50 basis points, but its economic projections see higher rates for a longer period.</p><p>The central bank raised interest rates by half a percentage point on Wednesday and projected at least an additional 75 basis points of increases in borrowing costs by the end of 2023, as well as a rise in unemployment and a near-stalling of economic growth.</p><p>The Fed&#39;s latest quarterly summary of economic projections shows U.S. central bankers see the policy rate - now in the 4.25%-to-4.5% range - at 5.1% by the end of next year, according to the median estimate of all 19 Fed policymakers, up from the 4.6% view at the end of September.</p><p>In comments after the statement, Fed Chair Jerome Powell said it was too soon to talk about cutting rates as the focus is on making the central bank&#39;s policy stance restrictive enough to push inflation down to its 2% goal.</p><p>Economic data on Tuesday, which showed cooling consumer inflation for November, had heightened expectations a move by the Fed to halt rate hikes might be on the horizon next year.</p><p>“They may be using these sort of very aggressive dot plot forecasts to take any steam out of the easing that has gone on in the last couple of months,&#34; said Rhys Williams, chief strategist at Spouting Rock Asset Management in Bryn Mawr, Pennsylvania, said of Feb policymakers.</p><p>&#34;Conditions have eased, and that is their way of jawboning they are not going to let any easing really happen until they see unemployment go up.&#34;</p><p>The Dow Jones Industrial Average fell 142.29 points, or 0.42%, to 33,966.35, the S&amp;P 500 lost 24.33 points, or 0.61%, to 3,995.32 and the Nasdaq Composite dropped 85.93 points, or 0.76%, to 11,170.89.</p><p>Nearly all of the 11 major S&amp;P sectors ended the session in negative territory, with healthcare the sole advancer. Financials, down 1.29%, were the worst performing sector.</p><p>Despite the Fed statement, U.S. Treasury yields were slightly lower after initially jumping in the wake of the announcement.</p><p>The strategy of aggressive interest rate increases by major central banks around the world this year has increased worries the global economy could be pushed into a recession and weighed heavily on riskier assets such as equities this year.</p><p>Each of the three major averages on Wall Street are on track for their first yearly decline since 2018, and their biggest yearly percentage decline since the financial crisis of 2008.</p><p>Tesla Inc slipped 2.58% after a Goldman Sachs analyst trimmed the price target for the electric-vehicle maker&#39;s stock.</p><p>Charter Communications Inc tumbled 16.38% as brokerages cut their price targets following the telecom services firm&#39;s mega-spending plans for a higher-speed internet upgrade.</p><p>Volume on U.S. exchanges was 12.15 billion shares, compared with the 10.55 billion-share average for the full session over the last 20 trading days.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 1.39-to-1 ratio; on Nasdaq, a 1.42-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted eight new 52-week highs and two new lows; the Nasdaq Composite recorded 82 new highs and 223 new lows.</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>Wall Street Ends Lower After Latest Fed Rate Hike</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall Street Ends Lower After Latest Fed Rate Hike\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\">2022-12-15 06:58</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>* Fed raises interest rates by 50 basis points</p><p>* Summary of economic projections sees higher policy rate</p><p>* Tesla falls after Goldman cuts price target</p><p>* Dow down 0.42%, S&amp;P 500 down 0.61%, Nasdaq down 0.76%</p><p><img src=\"https://static.tigerbbs.com/605a67e74e73b0af686fc3093f27837c\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p><p>NEW YORK, Dec 14 (Reuters) - U.S. stocks closed lower in volatile trading on Wednesday following a policy announcement by the Federal Reserve that raised interest rates by an expected 50 basis points, but its economic projections see higher rates for a longer period.</p><p>The central bank raised interest rates by half a percentage point on Wednesday and projected at least an additional 75 basis points of increases in borrowing costs by the end of 2023, as well as a rise in unemployment and a near-stalling of economic growth.</p><p>The Fed&#39;s latest quarterly summary of economic projections shows U.S. central bankers see the policy rate - now in the 4.25%-to-4.5% range - at 5.1% by the end of next year, according to the median estimate of all 19 Fed policymakers, up from the 4.6% view at the end of September.</p><p>In comments after the statement, Fed Chair Jerome Powell said it was too soon to talk about cutting rates as the focus is on making the central bank&#39;s policy stance restrictive enough to push inflation down to its 2% goal.</p><p>Economic data on Tuesday, which showed cooling consumer inflation for November, had heightened expectations a move by the Fed to halt rate hikes might be on the horizon next year.</p><p>“They may be using these sort of very aggressive dot plot forecasts to take any steam out of the easing that has gone on in the last couple of months,&#34; said Rhys Williams, chief strategist at Spouting Rock Asset Management in Bryn Mawr, Pennsylvania, said of Feb policymakers.</p><p>&#34;Conditions have eased, and that is their way of jawboning they are not going to let any easing really happen until they see unemployment go up.&#34;</p><p>The Dow Jones Industrial Average fell 142.29 points, or 0.42%, to 33,966.35, the S&amp;P 500 lost 24.33 points, or 0.61%, to 3,995.32 and the Nasdaq Composite dropped 85.93 points, or 0.76%, to 11,170.89.</p><p>Nearly all of the 11 major S&amp;P sectors ended the session in negative territory, with healthcare the sole advancer. Financials, down 1.29%, were the worst performing sector.</p><p>Despite the Fed statement, U.S. Treasury yields were slightly lower after initially jumping in the wake of the announcement.</p><p>The strategy of aggressive interest rate increases by major central banks around the world this year has increased worries the global economy could be pushed into a recession and weighed heavily on riskier assets such as equities this year.</p><p>Each of the three major averages on Wall Street are on track for their first yearly decline since 2018, and their biggest yearly percentage decline since the financial crisis of 2008.</p><p>Tesla Inc slipped 2.58% after a Goldman Sachs analyst trimmed the price target for the electric-vehicle maker&#39;s stock.</p><p>Charter Communications Inc tumbled 16.38% as brokerages cut their price targets following the telecom services firm&#39;s mega-spending plans for a higher-speed internet upgrade.</p><p>Volume on U.S. exchanges was 12.15 billion shares, compared with the 10.55 billion-share average for the full session over the last 20 trading days.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 1.39-to-1 ratio; on Nasdaq, a 1.42-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted eight new 52-week highs and two new lows; the Nasdaq Composite recorded 82 new highs and 223 new lows.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite","BK4127":"投资银行业与经纪业","BK4585":"ETF&股票定投概念",".SPX":"S&P 500 Index","BK4534":"瑞士信贷持仓","BK4559":"巴菲特持仓","BK4079":"房地产服务","TSLA":"特斯拉","BK4581":"高盛持仓","BK4550":"红杉资本持仓","BK4539":"次新股","BK4552":"Archegos爆仓风波概念","CHTR":"特许通讯","COMP":"Compass, Inc.","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4504":"桥水持仓","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC",".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2291844850","content_text":"* Fed raises interest rates by 50 basis points* Summary of economic projections sees higher policy rate* Tesla falls after Goldman cuts price target* Dow down 0.42%, S&P 500 down 0.61%, Nasdaq down 0.76%NEW YORK, Dec 14 (Reuters) - U.S. stocks closed lower in volatile trading on Wednesday following a policy announcement by the Federal Reserve that raised interest rates by an expected 50 basis points, but its economic projections see higher rates for a longer period.The central bank raised interest rates by half a percentage point on Wednesday and projected at least an additional 75 basis points of increases in borrowing costs by the end of 2023, as well as a rise in unemployment and a near-stalling of economic growth.The Fed's latest quarterly summary of economic projections shows U.S. central bankers see the policy rate - now in the 4.25%-to-4.5% range - at 5.1% by the end of next year, according to the median estimate of all 19 Fed policymakers, up from the 4.6% view at the end of September.In comments after the statement, Fed Chair Jerome Powell said it was too soon to talk about cutting rates as the focus is on making the central bank's policy stance restrictive enough to push inflation down to its 2% goal.Economic data on Tuesday, which showed cooling consumer inflation for November, had heightened expectations a move by the Fed to halt rate hikes might be on the horizon next year.“They may be using these sort of very aggressive dot plot forecasts to take any steam out of the easing that has gone on in the last couple of months,\" said Rhys Williams, chief strategist at Spouting Rock Asset Management in Bryn Mawr, Pennsylvania, said of Feb policymakers.\"Conditions have eased, and that is their way of jawboning they are not going to let any easing really happen until they see unemployment go up.\"The Dow Jones Industrial Average fell 142.29 points, or 0.42%, to 33,966.35, the S&P 500 lost 24.33 points, or 0.61%, to 3,995.32 and the Nasdaq Composite dropped 85.93 points, or 0.76%, to 11,170.89.Nearly all of the 11 major S&P sectors ended the session in negative territory, with healthcare the sole advancer. Financials, down 1.29%, were the worst performing sector.Despite the Fed statement, U.S. Treasury yields were slightly lower after initially jumping in the wake of the announcement.The strategy of aggressive interest rate increases by major central banks around the world this year has increased worries the global economy could be pushed into a recession and weighed heavily on riskier assets such as equities this year.Each of the three major averages on Wall Street are on track for their first yearly decline since 2018, and their biggest yearly percentage decline since the financial crisis of 2008.Tesla Inc slipped 2.58% after a Goldman Sachs analyst trimmed the price target for the electric-vehicle maker's stock.Charter Communications Inc tumbled 16.38% as brokerages cut their price targets following the telecom services firm's mega-spending plans for a higher-speed internet upgrade.Volume on U.S. exchanges was 12.15 billion shares, compared with the 10.55 billion-share average for the full session over the last 20 trading days.Declining issues outnumbered advancing ones on the NYSE by a 1.39-to-1 ratio; on Nasdaq, a 1.42-to-1 ratio favored decliners.The S&P 500 posted eight new 52-week highs and two new lows; the Nasdaq Composite recorded 82 new highs and 223 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":190,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9921951957,"gmtCreate":1670970311479,"gmtModify":1676538467501,"author":{"id":"3581739666390904","authorId":"3581739666390904","name":"ArcticFox88","avatar":"https://static.tigerbbs.com/cb1f244ecf651567e5baa7863d330262","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581739666390904","authorIdStr":"3581739666390904"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9921951957","repostId":"1132954658","repostType":4,"repost":{"id":"1132954658","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":1670938656,"share":"https://ttm.financial/m/news/1132954658?lang=&edition=fundamental","pubTime":"2022-12-13 21:37","market":"us","language":"en","title":"U.S. Consumer Prices Rose 7.1% in November,  Less Than Expected","url":"https://stock-news.laohu8.com/highlight/detail?id=1132954658","media":"Tiger Newspress","summary":"Prices rose less than expected in November, the latest sign that runaway inflation that has been gri","content":"<html><head></head><body><p>Prices rose less than expected in November, the latest sign that runaway inflation that has been gripping the economy is beginning to loosen up.</p><p>The consumer price index, which measures a wide basket of goods and services, rose just 0.1% from the previous month, and increased 7.1% from a year ago, the Labor Department reported Tuesday. Economists surveyed by Dow Jones had been expecting a 0.3% monthly increase and a 7.3% 12-month rate.</p><p>Excluding volatile food and energy prices, so-called core CPI rose 0.2% on the month and 6% on an annual basis, compared to respective estimates of 0.3% and 6.1%.</p><p><img src=\"https://static.tigerbbs.com/e8c3fef87360101ec3f59ca43983b608\" tg-width=\"586\" tg-height=\"132\" referrerpolicy=\"no-referrer\"/></p><p>Stocks roared higher following the report, with futures tied to the Dow Jones Industrial Average up more than 800 points.</p><p>Falling energy prices helped keep inflation at bay. The energy index declined 1.6% for the month, due in part to a 2% decrease in gasoline. Food prices, however, rose 0.5% and were up 10.6% from a year ago. Even with its monthly fall, the energy index was higher by 13.1% from November 2021.</p><p>Shelter costs, which make up about one-third of CPI weighting, continued to escalate, rising 0.6% on the month and now p 7.1% on an annual basis.</p><p>The CPI report comes the same day the rate-setting Federal Open Market Committee begins its two-day meeting. Markets widely expect the FOMC on Wednesday to announce a 0.5 percentage point rate increase, regardless of Tuesday’s CPI reading.</p><p>Inflation spiked in the spring of 2021, the result of numbers converging factors that took price increases to their highest levels since stagflation days of the early 1980s.</p><p>Among the main aggravating circumstances were a supply and demand imbalance brought on by the pandemic, Russia’s invasion of Ukraine and the impact on energy prices, and trillions of dollars in fiscal and monetary stimulus that sent an abundance of money chasing too few goods that were caught up in supply chain problems.</p><p>Headline CPI peaked around 9% in June 2022 and has been on a slow but steady decline since.</p><p>After spending months dismissing the inflation surge as “transitory,” Federal Reserve officials began raising interest rates in March. The central bank has boosted its short-term borrowing rate six times in all, pushing the benchmark up to a targeted range of 3.75%-4%.</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>U.S. Consumer Prices Rose 7.1% in November,  Less Than Expected</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\">\nU.S. Consumer Prices Rose 7.1% in November,  Less Than Expected\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\">2022-12-13 21:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Prices rose less than expected in November, the latest sign that runaway inflation that has been gripping the economy is beginning to loosen up.</p><p>The consumer price index, which measures a wide basket of goods and services, rose just 0.1% from the previous month, and increased 7.1% from a year ago, the Labor Department reported Tuesday. Economists surveyed by Dow Jones had been expecting a 0.3% monthly increase and a 7.3% 12-month rate.</p><p>Excluding volatile food and energy prices, so-called core CPI rose 0.2% on the month and 6% on an annual basis, compared to respective estimates of 0.3% and 6.1%.</p><p><img src=\"https://static.tigerbbs.com/e8c3fef87360101ec3f59ca43983b608\" tg-width=\"586\" tg-height=\"132\" referrerpolicy=\"no-referrer\"/></p><p>Stocks roared higher following the report, with futures tied to the Dow Jones Industrial Average up more than 800 points.</p><p>Falling energy prices helped keep inflation at bay. The energy index declined 1.6% for the month, due in part to a 2% decrease in gasoline. Food prices, however, rose 0.5% and were up 10.6% from a year ago. Even with its monthly fall, the energy index was higher by 13.1% from November 2021.</p><p>Shelter costs, which make up about one-third of CPI weighting, continued to escalate, rising 0.6% on the month and now p 7.1% on an annual basis.</p><p>The CPI report comes the same day the rate-setting Federal Open Market Committee begins its two-day meeting. Markets widely expect the FOMC on Wednesday to announce a 0.5 percentage point rate increase, regardless of Tuesday’s CPI reading.</p><p>Inflation spiked in the spring of 2021, the result of numbers converging factors that took price increases to their highest levels since stagflation days of the early 1980s.</p><p>Among the main aggravating circumstances were a supply and demand imbalance brought on by the pandemic, Russia’s invasion of Ukraine and the impact on energy prices, and trillions of dollars in fiscal and monetary stimulus that sent an abundance of money chasing too few goods that were caught up in supply chain problems.</p><p>Headline CPI peaked around 9% in June 2022 and has been on a slow but steady decline since.</p><p>After spending months dismissing the inflation surge as “transitory,” Federal Reserve officials began raising interest rates in March. The central bank has boosted its short-term borrowing rate six times in all, pushing the benchmark up to a targeted range of 3.75%-4%.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132954658","content_text":"Prices rose less than expected in November, the latest sign that runaway inflation that has been gripping the economy is beginning to loosen up.The consumer price index, which measures a wide basket of goods and services, rose just 0.1% from the previous month, and increased 7.1% from a year ago, the Labor Department reported Tuesday. Economists surveyed by Dow Jones had been expecting a 0.3% monthly increase and a 7.3% 12-month rate.Excluding volatile food and energy prices, so-called core CPI rose 0.2% on the month and 6% on an annual basis, compared to respective estimates of 0.3% and 6.1%.Stocks roared higher following the report, with futures tied to the Dow Jones Industrial Average up more than 800 points.Falling energy prices helped keep inflation at bay. The energy index declined 1.6% for the month, due in part to a 2% decrease in gasoline. Food prices, however, rose 0.5% and were up 10.6% from a year ago. Even with its monthly fall, the energy index was higher by 13.1% from November 2021.Shelter costs, which make up about one-third of CPI weighting, continued to escalate, rising 0.6% on the month and now p 7.1% on an annual basis.The CPI report comes the same day the rate-setting Federal Open Market Committee begins its two-day meeting. Markets widely expect the FOMC on Wednesday to announce a 0.5 percentage point rate increase, regardless of Tuesday’s CPI reading.Inflation spiked in the spring of 2021, the result of numbers converging factors that took price increases to their highest levels since stagflation days of the early 1980s.Among the main aggravating circumstances were a supply and demand imbalance brought on by the pandemic, Russia’s invasion of Ukraine and the impact on energy prices, and trillions of dollars in fiscal and monetary stimulus that sent an abundance of money chasing too few goods that were caught up in supply chain problems.Headline CPI peaked around 9% in June 2022 and has been on a slow but steady decline since.After spending months dismissing the inflation surge as “transitory,” Federal Reserve officials began raising interest rates in March. The central bank has boosted its short-term borrowing rate six times in all, pushing the benchmark up to a targeted range of 3.75%-4%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":283,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9923508498,"gmtCreate":1670883535914,"gmtModify":1676538450777,"author":{"id":"3581739666390904","authorId":"3581739666390904","name":"ArcticFox88","avatar":"https://static.tigerbbs.com/cb1f244ecf651567e5baa7863d330262","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581739666390904","authorIdStr":"3581739666390904"},"themes":[],"htmlText":"like","listText":"like","text":"like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9923508498","repostId":"1184694706","repostType":4,"repost":{"id":"1184694706","kind":"news","pubTimestamp":1670852410,"share":"https://ttm.financial/m/news/1184694706?lang=&edition=fundamental","pubTime":"2022-12-12 21:40","market":"us","language":"en","title":"Half-Price Tesla Stock Is Still No Bargain","url":"https://stock-news.laohu8.com/highlight/detail?id=1184694706","media":"The Wall Street Journal","summary":"Electric vehicles are often described as iPhones on wheels. After a horrible few months forTeslaTSLA3.23%increase; green up pointing triangleshareholders, the question is just how far the comparison g","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/dc8968228b4ab59af5ba4350d1c39662\" tg-width=\"860\" tg-height=\"556\" referrerpolicy=\"no-referrer\"/>Electric vehicles are often described as iPhones on wheels. After a horrible few months forTeslaTSLA3.23%increase; green up pointing triangleshareholders, the question is just how far the comparison goes.</p><p>Tesla shares have roughly halved this year, worse than most of the EV maker’s big peers in both the auto and tech industries. Much of the underperformance has come in the past three months, amid two broad concerns. One is that demand for its products is no longer racing ahead of increasing supply,particularly in China. The other relates to risks surrounding Chief Executive Elon Musk’s purchase of Twitter, which came together in October.</p><p>The past week has been particularly bad for demand worries. Following earlier news that the company has been cutting prices and offering sales incentives in China, Bloomberg and Reuters reported that it was planning to trim production at its Shanghai factory. Tesla denied the reports, but Bloomberg followed up with details of shorter production shifts.</p><p>Lower output isn’t completely surprising given that EV sales in China have been on a hot streak ahead of the expiration of some government subsidies, potentially leading to a hangover next year. Still, the news plays into fears that Tesla’s prospects in the world’s largest car market aren’t quite as spectacular as hoped.</p><p>Meanwhile, Mr. Musk’s chaotic turnaround of Twitter can be seen variously as a management distraction, a financial liability that needs to be funded by sales of Tesla shares or loans to Mr. Musk backed by those shares, apolitical hot potatothat doesn’t sit well with a global mass-market car brand, and generally a high-risk, high-profile enterprise that could take the shine off Mr. Musk’s reputation and by extension Tesla’s brand.</p><p>These risks are hard to relate directly to profit, but so is Tesla’s valuation: The stock hasalways been hard to explainin terms of so-called fundamentals. This year’s selloff has made it easier, though.</p><p>Tesla shares now trade at about 32 times next year’sFactSetconsensus earnings—higher than most stocks but close to the lowest number in their history. Also, earnings per share are expected to grow rapidly, by 41% next year. Compare the earnings multiple with the earnings growth and you get a so-called price-earnings-growth or PEG ratio below one, often a signal that a stock is undervalued. This may be the first time Tesla shares have ever screened as cheap according to a conventional valuation metric.</p><p><img src=\"https://static.tigerbbs.com/ac4dc71f1a460e6f9f10abd665d5e04e\" tg-width=\"738\" tg-height=\"510\" width=\"100%\" height=\"auto\"/></p><p>The catch is that earnings growth needs to remain very rapid for the metric to hold much meaning. The big valuation question for Tesla investors is therefore how easily it can carry on ramping up output while maintaining the current high level of profitability. The only reasonable answer is: not at all easily. Crucially for bulls, though, the dream scenario is just about imaginable if you look at the company from the mobile-phone industry’s perspective.</p><p>IfEVs are like smartphones, Tesla can be seen as the nextApple. In the years after the iPhone’s invention, investors gave the product’s inventor a low valuation because they assumed its profit would fall in line with those of other device makers. As it turned out, the iPhone could be parlayed into an entire ecosystem, including subscriptions and other high-margin software, that has kept Apple’s profit for the most part growing.</p><p>Tesla teases the parallel with its guidance that, “over time,” profit from selling cars will be accompanied with “an acceleration of software-related profit.” The big hope here is driver-assistance software, with the company already charging $15,000 for its most advanced package.</p><p>The Apple comparison, which Mr. Musk made directly in Tesla’sthird-quarter earnings call, has enough substance to keep plenty of Tesla fans onside. But it ignores important differences. Perhaps the most fundamental one is that choosing a car brand has long been a form of personal expression, leading to a variety of brands and vehicle types. Will that change as cars go digital, with individual app and software preferences replacing differences in brand and styling? Maybe, but it is a bet against a century of automotive history.</p><p>More likely, Tesla’s ambition to increase vehicle deliveries consistently by 50% a year will dilute its margins. Today, these are high because it makes few models on a large scale and sells them for premium prices, helped by the shortage of vehicles in general and EVs in particular. Neither shortage will last forever, and Tesla’s own growth will undercut the combination of exclusivity and operational simplicity that support its current financial performance.</p><p>As for software, Tesla continues to struggle with its project to automate driving in a way more than a few of its biggest fans might be prepared to pay meaningful sums for. It isn’t alone: The entire industry hasn’t madeas much progress toward commercializing self-driving technology as it once hoped. Even if a breakthrough emerges, there islittle reason to think Tesla would make it. It doesn’t appear to have a lead over Intel’sMobileye, which supplies competitors. Recent hints that Tesla might return to using radar, a tool it previously rejected, underline the point.</p><p>Even at half-price, investors need to make some very bold assumptions to see value in Tesla’s stock.</p><p></p></body></html>","source":"wsj_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Half-Price Tesla Stock Is Still No Bargain</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\">\nHalf-Price Tesla Stock Is Still No Bargain\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-12 21:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.wsj.com/articles/half-price-tesla-stock-is-still-no-bargain-11670851513?mod=rss_markets_main><strong>The Wall Street Journal</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Electric vehicles are often described as iPhones on wheels. After a horrible few months forTeslaTSLA3.23%increase; green up pointing triangleshareholders, the question is just how far the comparison ...</p>\n\n<a href=\"https://www.wsj.com/articles/half-price-tesla-stock-is-still-no-bargain-11670851513?mod=rss_markets_main\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.wsj.com/articles/half-price-tesla-stock-is-still-no-bargain-11670851513?mod=rss_markets_main","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184694706","content_text":"Electric vehicles are often described as iPhones on wheels. After a horrible few months forTeslaTSLA3.23%increase; green up pointing triangleshareholders, the question is just how far the comparison goes.Tesla shares have roughly halved this year, worse than most of the EV maker’s big peers in both the auto and tech industries. Much of the underperformance has come in the past three months, amid two broad concerns. One is that demand for its products is no longer racing ahead of increasing supply,particularly in China. The other relates to risks surrounding Chief Executive Elon Musk’s purchase of Twitter, which came together in October.The past week has been particularly bad for demand worries. Following earlier news that the company has been cutting prices and offering sales incentives in China, Bloomberg and Reuters reported that it was planning to trim production at its Shanghai factory. Tesla denied the reports, but Bloomberg followed up with details of shorter production shifts.Lower output isn’t completely surprising given that EV sales in China have been on a hot streak ahead of the expiration of some government subsidies, potentially leading to a hangover next year. Still, the news plays into fears that Tesla’s prospects in the world’s largest car market aren’t quite as spectacular as hoped.Meanwhile, Mr. Musk’s chaotic turnaround of Twitter can be seen variously as a management distraction, a financial liability that needs to be funded by sales of Tesla shares or loans to Mr. Musk backed by those shares, apolitical hot potatothat doesn’t sit well with a global mass-market car brand, and generally a high-risk, high-profile enterprise that could take the shine off Mr. Musk’s reputation and by extension Tesla’s brand.These risks are hard to relate directly to profit, but so is Tesla’s valuation: The stock hasalways been hard to explainin terms of so-called fundamentals. This year’s selloff has made it easier, though.Tesla shares now trade at about 32 times next year’sFactSetconsensus earnings—higher than most stocks but close to the lowest number in their history. Also, earnings per share are expected to grow rapidly, by 41% next year. Compare the earnings multiple with the earnings growth and you get a so-called price-earnings-growth or PEG ratio below one, often a signal that a stock is undervalued. This may be the first time Tesla shares have ever screened as cheap according to a conventional valuation metric.The catch is that earnings growth needs to remain very rapid for the metric to hold much meaning. The big valuation question for Tesla investors is therefore how easily it can carry on ramping up output while maintaining the current high level of profitability. The only reasonable answer is: not at all easily. Crucially for bulls, though, the dream scenario is just about imaginable if you look at the company from the mobile-phone industry’s perspective.IfEVs are like smartphones, Tesla can be seen as the nextApple. In the years after the iPhone’s invention, investors gave the product’s inventor a low valuation because they assumed its profit would fall in line with those of other device makers. As it turned out, the iPhone could be parlayed into an entire ecosystem, including subscriptions and other high-margin software, that has kept Apple’s profit for the most part growing.Tesla teases the parallel with its guidance that, “over time,” profit from selling cars will be accompanied with “an acceleration of software-related profit.” The big hope here is driver-assistance software, with the company already charging $15,000 for its most advanced package.The Apple comparison, which Mr. Musk made directly in Tesla’sthird-quarter earnings call, has enough substance to keep plenty of Tesla fans onside. But it ignores important differences. Perhaps the most fundamental one is that choosing a car brand has long been a form of personal expression, leading to a variety of brands and vehicle types. Will that change as cars go digital, with individual app and software preferences replacing differences in brand and styling? Maybe, but it is a bet against a century of automotive history.More likely, Tesla’s ambition to increase vehicle deliveries consistently by 50% a year will dilute its margins. Today, these are high because it makes few models on a large scale and sells them for premium prices, helped by the shortage of vehicles in general and EVs in particular. Neither shortage will last forever, and Tesla’s own growth will undercut the combination of exclusivity and operational simplicity that support its current financial performance.As for software, Tesla continues to struggle with its project to automate driving in a way more than a few of its biggest fans might be prepared to pay meaningful sums for. It isn’t alone: The entire industry hasn’t madeas much progress toward commercializing self-driving technology as it once hoped. Even if a breakthrough emerges, there islittle reason to think Tesla would make it. It doesn’t appear to have a lead over Intel’sMobileye, which supplies competitors. Recent hints that Tesla might return to using radar, a tool it previously rejected, underline the point.Even at half-price, investors need to make some very bold assumptions to see value in Tesla’s stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":26,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":102707162,"gmtCreate":1620249912056,"gmtModify":1704340658707,"author":{"id":"3581739666390904","authorId":"3581739666390904","name":"ArcticFox88","avatar":"https://static.tigerbbs.com/cb1f244ecf651567e5baa7863d330262","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581739666390904","authorIdStr":"3581739666390904"},"themes":[],"htmlText":"Pls like and comment thanks&nbsp;","listText":"Pls like and comment thanks&nbsp;","text":"Pls like and comment thanks","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":8,"commentSize":11,"repostSize":0,"link":"https://ttm.financial/post/102707162","repostId":"1148686352","repostType":4,"repost":{"id":"1148686352","kind":"news","pubTimestamp":1620224535,"share":"https://ttm.financial/m/news/1148686352?lang=&edition=fundamental","pubTime":"2021-05-05 22:22","market":"us","language":"en","title":"This Day In Market History: Panic Of 1893 Crashes Stock Market","url":"https://stock-news.laohu8.com/highlight/detail?id=1148686352","media":"benzinga","summary":"What Happened?On this day in 1893, U.S. stocks suffered their worst intraday loss in history at the ","content":"<p><b>What Happened?</b>On this day in 1893, U.S. stocks suffered their worst intraday loss in history at the time.</p>\n<p><b>Where The Market Was:</b>The Dow finished the day at 30.02.</p>\n<p><b>What Else Was Going On In The World?</b>In 1893, Thomas Edison completed the world’s first movie studio in West Orange, New Jersey. Lizzie Borden was acquitted of the ax murders of her father and stepmother. A fresh, one-pound beef steak cost 10 cents.</p>\n<p><b>Panic Of 1893:</b>On May 5, 1893, the Dow Jones Index dropped more than 24% from 39.90 to 30.02. It would mark the worst intraday sell-off in U.S. history at the time, a record that would stand until 1929.</p>\n<p>The&nbsp;Panic of 1893&nbsp;was triggered in part by falling gold reserves in the U.S. Treasury. At the time, the U.S. was on the gold standard, meaning U.S. dollars could be redeemed for physical gold. When Treasury gold reserves dropped from $190 million in 1890 to $100 million by 1893, Americans grew concerned that the Treasury might run out of gold and began withdrawing bank notes and converting them to gold, placing extreme strain on the U.S. banking industry and credit markets.</p>\n<p>The May 5 sell-off was triggered in part by the bankruptcy of Nation Cordage the day before.<b>General Electric Company</b>GE 0.34%shares dropped 28% on the day from $80 to $58.</p>\n<p>Fortunately for investors, the Panic of 1893 didn’t last for long. By the end of the day, the market nearly completely recovered its losses. GE, for example, closed the session at $78.50.</p>\n<p>The Panic of 1893 would ravage the U.S. economy, triggering a severe four-year depression. Roughly 14,000 U.S. businesses closed, and unemployment rose to 20%. The event would mark the worst economic downturn in U.S. history until the Great Depression began in 1929.</p>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>This Day In Market History: Panic Of 1893 Crashes Stock Market</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThis Day In Market History: Panic Of 1893 Crashes Stock Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-05 22:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/general/education/21/05/20964728/this-day-in-market-history-panic-of-1893-crashes-stock-market><strong>benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>What Happened?On this day in 1893, U.S. stocks suffered their worst intraday loss in history at the time.\nWhere The Market Was:The Dow finished the day at 30.02.\nWhat Else Was Going On In The World?In...</p>\n\n<a href=\"https://www.benzinga.com/general/education/21/05/20964728/this-day-in-market-history-panic-of-1893-crashes-stock-market\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.benzinga.com/general/education/21/05/20964728/this-day-in-market-history-panic-of-1893-crashes-stock-market","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148686352","content_text":"What Happened?On this day in 1893, U.S. stocks suffered their worst intraday loss in history at the time.\nWhere The Market Was:The Dow finished the day at 30.02.\nWhat Else Was Going On In The World?In 1893, Thomas Edison completed the world’s first movie studio in West Orange, New Jersey. Lizzie Borden was acquitted of the ax murders of her father and stepmother. A fresh, one-pound beef steak cost 10 cents.\nPanic Of 1893:On May 5, 1893, the Dow Jones Index dropped more than 24% from 39.90 to 30.02. It would mark the worst intraday sell-off in U.S. history at the time, a record that would stand until 1929.\nThe Panic of 1893 was triggered in part by falling gold reserves in the U.S. Treasury. At the time, the U.S. was on the gold standard, meaning U.S. dollars could be redeemed for physical gold. When Treasury gold reserves dropped from $190 million in 1890 to $100 million by 1893, Americans grew concerned that the Treasury might run out of gold and began withdrawing bank notes and converting them to gold, placing extreme strain on the U.S. banking industry and credit markets.\nThe May 5 sell-off was triggered in part by the bankruptcy of Nation Cordage the day before.General Electric CompanyGE 0.34%shares dropped 28% on the day from $80 to $58.\nFortunately for investors, the Panic of 1893 didn’t last for long. By the end of the day, the market nearly completely recovered its losses. GE, for example, closed the session at $78.50.\nThe Panic of 1893 would ravage the U.S. economy, triggering a severe four-year depression. Roughly 14,000 U.S. businesses closed, and unemployment rose to 20%. The event would mark the worst economic downturn in U.S. history until the Great Depression began in 1929.","news_type":1},"isVote":1,"tweetType":1,"viewCount":220,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9961839982,"gmtCreate":1668907405147,"gmtModify":1676538126227,"author":{"id":"3581739666390904","authorId":"3581739666390904","name":"ArcticFox88","avatar":"https://static.tigerbbs.com/cb1f244ecf651567e5baa7863d330262","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581739666390904","authorIdStr":"3581739666390904"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":16,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/9961839982","repostId":"2284785084","repostType":4,"repost":{"id":"2284785084","kind":"highlight","pubTimestamp":1668905591,"share":"https://ttm.financial/m/news/2284785084?lang=&edition=fundamental","pubTime":"2022-11-20 08:53","market":"us","language":"en","title":"Alphabet Vs. Meta Platforms: Which Stock Is The Better Investment?","url":"https://stock-news.laohu8.com/highlight/detail?id=2284785084","media":"Seeking Alpha","summary":"SummaryAlphabet and Meta are two giants in highly competitive markets, both with their specific risk","content":"<html><head></head><body><p>Summary</p><ul><li>Alphabet and Meta are two giants in highly competitive markets, both with their specific risk profiles, while also offering massive opportunities to investors.</li><li>GOOG reported a superior performance over the past years, while both stocks may offer great opportunities for investors, the ability to achieve the targets and the optionality will be determinant.</li><li>Both companies share the same Achilles heel, in an industry that is forecasted to grow substantially over the next decade, while it also exposes their revenue stream to demand-driven fluctuations.</li><li>This article focuses on long-term investment opportunities based on in-depth fundamental analysis and I offer two valuation models structured around multiple outcome scenarios.</li></ul><p>The technology sector is among the worst performers in the past year, losing over 30% of its value. While many stocks may have been excessively hyped during the massive rebound out of the pandemic-lows, others have been under pressure because of rising inflation, a higher cost of capital, bottlenecks among the supply chains, as well as headwinds caused by pandemic-related restrictions, geo-political tensions, and the ongoing war in Ukraine. Companies in the Information technology services industry could perform better from a yearly perspective but lately have been struggling to rebound, while others, such as the semiconductor and the solar industries, have recently been leading the sector.</p><p></p><p><img src=\"https://static.tigerbbs.com/24926893763e4d5e2c2059c3a396961e\" tg-width=\"640\" tg-height=\"102\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>finviz</p><p><img src=\"https://static.tigerbbs.com/1f119d5f53fe3121bf55f9c893934749\" tg-width=\"640\" tg-height=\"98\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>finviz</p><p>The two selected companies are two global giants in their industry, with Alphabet (NASDAQ:NASDAQ:GOOG) (NASDAQ:GOOGL) having nearly a monopoly in the online search field, as Google processes over 92% of online search volume worldwide, and <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> (NASDAQ:NASDAQ:META) counting 3.71B monthly users in Q3 2022, among the company’s core products, Facebook, WhatsApp, Instagram, or Messenger, up 4% Year-over-Year [YoY].</p><p></p><p><img src=\"https://static.tigerbbs.com/466ecae9b7a6150d62e4e702446ea1b7\" tg-width=\"640\" tg-height=\"162\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Author, using TIKR</p><p>While the two companies once were identified as a digital duopoly, because of their massive market share in global online advertising, more recently, companies such as Amazon.com (NASDAQ:AMZN), Alibaba (NYSE:BABA), Tencent (OTCX:OTCPK:TCEHY), or ByteDance through their social media TikTok, have penetrated the market and contributed to the erosion of this duopoly.</p><p><img src=\"https://static.tigerbbs.com/0ba8cba90ad500702aed27aa4769d952\" tg-width=\"398\" tg-height=\"476\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Author, using data from Insider Intelligence, Research and Markets, Company filings</p><p>The global IT Services market is projected to grow at a 9.5% Compound Annual Growth Rate [CAGR] through 2031, while the global digital advertising market is forecasted to grow even faster at a 13.9% CAGR, reaching a size of $1.79T through 2031. The sustained market growth is driven by the broader penetration of internet users, technological advancement, rising spending in digital advertising, and the expanding popularity of mobile phones and digital media across the world, while platforms such as in-app, mobile ads, connected TV or social media advertising are increasingly important vectors in the industry.</p><h2><b>An in-depth company comparison</b></h2><p><img src=\"https://static.tigerbbs.com/c3b292a512ca86202c0549254543bfb5\" tg-width=\"472\" tg-height=\"546\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Author, using data from S&amp;P Capital IQ</p><p>The financial comparison highlights the major relative strengths and weaknesses of the two giants. In terms of their Return on Invested Capital [ROIC], a very important metric I consider when pondering an investment decision, as a company must be able to consistently create value to be a sustainable investment, Alphabet seems to gradually increase its capital allocation efficiency over the past few years. Although Meta has been more efficient in the past, the metric has progressively dropped, until recently significantly falling under Alphabet’s level. The latter seems to have a more efficient core business, but Meta has seemingly more efficient cash management, observed in the relatively narrow spread between their ROIC and the Return on Capital Employed [ROCE], while Alphabet could significantly increase its capital allocation efficiency as the company reported a massive cash position of over $116B.</p><p><img src=\"https://static.tigerbbs.com/fa03acf041d1be505b4a32558b182c46\" tg-width=\"640\" tg-height=\"315\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Author, using data from S&amp;P Capital IQ</p><p>Although Meta reports by far the higher gross margin, this metric’s growth is seemingly dropping from 21.94% CAGR in the past 5 years to 17.88% CAGR in the past 3 years. While Alphabet reported a lower actual value, the company saw this metric slightly increase from 19.38% CAGR to 20.72% CAGR, over the same time window. Meta’s main source of revenue began faltering as the widely popular video app TikTok massively increased its audience, and other companies increased their market share in the online advertising space, while Apple’s (NASDAQ:AAPL) shift to a strict app tracking transparency privacy policy, requiring the user’s approval for apps to be able to track their data, had an estimated two-digit billion impact on Meta’s revenue. On the operational side, the companies have an even more divergent profile, as Alphabet demonstrated being capable of significantly increasing its operational profitability from 22.13% CAGR in the past 5 years, to 29.80% CAGR over the past 3 years, while Meta’s operating margin growth is decelerating from 11.96% CAGR to 7.03% CAGR over the same period. Meta is massively investing in the development of the Metaverse while rising doubts emerge concerning the company’s ability to reach its ambitious goals in a concept that only a few people understand, while at the same time the company struggles with a weakening advertising business.</p><p><img src=\"https://static.tigerbbs.com/8f1f88c88d16069afac3b3d995567a30\" tg-width=\"640\" tg-height=\"153\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Author, using data from S&amp;P Capital IQ</p><p>Meta reportedly has a more cash-rich business than the analyzed peer, while none of them is paying a dividend, both companies spend billions in share-repurchase programs. Alphabet announced its biggest share-buyback program of over $70B earlier this year, a major increase after the authorized buyback of $50B in 2021 and $25B in 2019. Meta has reportedly spent $91B to repurchase 377M stocks at an average price of $242, between 2017 and September 2022, a price that seems steep, considering that the actual share price is valued at -53% of that price. Meta also reports significantly higher EPS, while in those terms, Alphabet has had a less negative development over the most recent quarters and reported significantly higher growth over the past few years. Both companies are relying on debt for sustaining their business, increasing significantly their debt reliance since 2019, as the historically low-interest rates pushed many companies to consider more debt in their financing strategy. That said, both companies could repay the entirety of their debt exposure as shown in their net debt position and low leverage ratio.</p><h2>The stocks’ performance</h2><p>Considering both stocks’ performance in the past 5 years, GOOG reported a solid performance of 93.44%, while META performed significantly worse, losing 37.65% over the analyzed period. The most significant references show a mixed picture, with the S&amp;P 500 (SP500) returning approximately 53%, and the Nasdaq technology index, tracked by the Invesco QQQ ETF (QQQ) marked over 85% performance, while more industry-focused references, such as the <a href=\"https://laohu8.com/S/XLC\">Communication Services Select Sector SPDR Fund</a> (XLC) performed flat, while the Technology Select Sector SPDR ETF (XLK) is the strongest outperformer of the analyzed references.</p><p><img src=\"https://static.tigerbbs.com/51b316e664d2e9457222c2ae8e80185d\" tg-width=\"640\" tg-height=\"198\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Author, using SeekingAlpha.com</p><p>While both stocks display periods of relative strength, GOOG reported massive resilience after every major drop, while META has significantly suffered after its All-Time-High [ATH] in September 2021, leading to massive value destruction for its investors, being priced at levels not seen since 2016. In the next section, I will show how the next few years are forecasted to play out for both companies and if the actual stock price may offer an interesting opportunity, while also assessing the possible risks in different scenarios.</p><h2>Valuation</h2><p>To determine the actual fair value for both company&#39;s stock prices, I rely on the following Discounted Cash Flow [DCF] model, which extends over a forecast period of 5 years with 3 different sets of assumptions ranging from a more conservative to a more optimistic scenario, based on the metrics determining the WACC and the terminal value. As forecasted by the street consensus, Alphabet is anticipated to generate a massive 17.27% Free Cash Flow [FCF] CAGR over the coming 5 years, with its operating and net profitability increasing at respectively 12.73% and 13.80% CAGR, while its revenue is projected to expand at solid 10.98%, above the expected growth in the relevant industries.</p><p><img src=\"https://static.tigerbbs.com/4f307c189819f83e89ac5301f675e985\" tg-width=\"640\" tg-height=\"395\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Author, using data from S&amp;P Capital IQ</p><p>The valuation takes into account a tighter monetary policy, which will undeniably be a reality in many economies worldwide in the coming years and lead to a higher weighted average cost of capital.</p><p><img src=\"https://static.tigerbbs.com/dfdac1fd157fda94ba58871ccb1c7b3f\" tg-width=\"573\" tg-height=\"599\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Author</p><p>I compute my opinion in terms of likelihood for the three different scenarios, and I, therefore, consider the stock to be significantly undervalued with a weighted average price target with about 54% upside potential at $152.</p><p>Meta is forecasted to expand slower, with its sales growing at 9.20% CAGR over the next 5 years, and its operating and net profit margins are expected to grow between 8.5% and 8.9%, in terms of FCF the company is anticipated to substantially increase its metric, with 17.61% CAGR through 2026.</p><p></p><p><img src=\"https://static.tigerbbs.com/15cc9d6404157e698d23631783f3f4cd\" tg-width=\"640\" tg-height=\"398\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Author, using data from S&amp;P Capital IQ</p><p>I then consider the same three scenarios affected by the company’s fundamentals and by the exogenous factors.</p><p></p><p><img src=\"https://static.tigerbbs.com/c566b27f98414ced096c76621fbf9c00\" tg-width=\"573\" tg-height=\"598\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Author</p><p>Despite both stocks seemingly being undervalued, when considering the weighted average price target, the two modelizations suggest that GOOG may offer a higher expected return, while META’s expected performance is seen 50% higher than the latest closing price, or at about $167. Both modelizations emphasize the still substantial expected return, also in the less optimistic scenario.</p><p>Investors should consider that those forecasts are based on a relatively conservative assumption in terms of perpetual growth rates, higher discount rates, and the recent trend in increased interest rates, which reflects the actual situation and forecast possible scenarios. An inversion of this trend would change this perspective and value the company at a higher price.</p><h2>Outlook and Risk discussion</h2><p>With both companies having tremendous possibilities to expand their powerful product ecosystem, it’s quite difficult to estimate their relevant total addressable market [TAM], as both peers have shown to be able to significantly grow their business either organically or through strategic acquisitions. Alphabet and Meta own strong brands with Google ranked in the fourth position in Interbrand&#39;s Best Global Brands, while Facebook is ranked 17th. Google’s essentially monopolistic position in search engines, its gigantic database with no equal data-harvesting worldwide, and the dominant position in the smartphone industry with Android estimated to hold a share of 72% in the mobile operating systems’ market, while Apple is progressively gaining market shares, are only some of the company’s major strengths. Despite this, with approximately 80% of its revenue originating from income related to advertising, the company’s revenue model is highly exposed to demand fluctuations, and with a recession likely seen coming in major global economies, dropping consumer spending and cuts in expenses on advertising, will likely have a tangible negative effect on the company’s results. Privacy concerns and regulatory pressure, as well as data security, are also possible future threats to Alphabet, Meta, and their peers, as the biggest strength for the companies, the massive data collection, is the most damaging weakness for their users. Among Alphabet’s most promising opportunities I do like to underscore the company’s positioning in terms of Artificial Intelligence [AI], Machine Learning [ML], and cloud-based business, as well as its expansion into the wearable OS market, and the great diversification opportunities the company could access or create through its colossal financial strength.</p><p>Meta is building a strong product portfolio including WhatsApp, Instagram, Messenger, Oculus, Workplace, Portal, and Calibra to diversify from Facebook and create expanded opportunities in strong secular trends. With over 45% of the world’s population using Facebook or its family products, the company holds an extremely powerful and irreplaceable position. But with approximately 98% of revenue originating from advertising, Meta is even more exposed to demand-driven fluctuations than Alphabet, and since the company is massively investing and focusing its resources on developing its visionary Metaverse, the diversification opportunities are, at least for the moment, seemingly more limited than Alphabet’s. Facebook has been losing popularity after facing backlash over its negligence in protecting the user’s privacy, while negative publicity, allegations of racial basis, or the platform’s inability to control the spread of fake and misleading information, may have cast a shadow on the company’s once brighter outlook. Despite this, Meta faces many opportunities in terms of possible monetization of its platforms through paid services such as news subscriptions, peer-to-peer marketplaces, online dating apps, e-wallets, or the development of other hardware devices, while its existing technologies could also be integrated or connected with a variety of other applications, such as e-commerce, gaming, or expanded into the digital creators&#39; space, or by offering remote-work solutions. In terms of future-oriented secular growth vectors, Meta has extensive expertise in AI and ML, which the company could use to penetrate markets such as the technologies used for autonomous vehicles, where other competitors like Google, Amazon, and Apple are already massively investing.</p><p>Alphabet is rated with a Strong Buy rating from Seeking Alpha’s Quant Rating since August 25, 2022, and holds the first two positions in the Interactive Media and Services industry through its two share classes.</p><p></p><p><img src=\"https://static.tigerbbs.com/5b711fdd651560e12eb413b5c4321377\" tg-width=\"640\" tg-height=\"183\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>SeekingAlpha.com</p><p>Meta has instead been qualified as a Hold position since the end of 2021 and is ranked 22 out of 62 in the relevant industry. Both companies are without seen excelling in terms of profitability, while growth and valuation seem to be less favorable factors in the actual uncertain market environment, with Meta also significantly suffering from the negative momentum in its more recent price action.</p><p></p><p><img src=\"https://static.tigerbbs.com/c27a653d50c6e2a961374aeaa87c1171\" tg-width=\"640\" tg-height=\"183\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>SeekingAlpha.com</p><h2>The Verdict: Which stock is the better buy?</h2><p>The two analyzed companies are two global leaders in the technology services industry, with their respective strengths and weaknesses, but also offering inherent opportunities with their correlated risks. From an investor&#39;s point of view, it’s important to consider the company’s ability to create value for its shareholders, while minimizing the risks. Past performance is not a guarantee for future results, and despite GOOG overall performing significantly better than META in the past few years, the latter is seemingly offering great opportunities ahead, and my rather conservative modelization hints at the significant undervaluation of both stocks. Both companies have strong financials and report high profitability, but Alphabet is seemingly on a better path, as the company reported an overall better trend and is expected to optimize its profitability even further, while also owning a massive idling cash position that offers incredibly many options, and could even further increase the company’s already superior capital allocation efficiency. </p><p>Meta’s huge bet on the Metaverse may lead to great success, but it also bears a major risk, in times when the company’s great dependency on advertising spending is under pressure. While both companies’ Achilles heel is seemingly their dependency on spending in digital advertising, Meta is more reliant on it than Alphabet, and may also have shown less intention to diversify its revenue streams, when compared to its colossal peers. </p><p>I consider both companies as being a buy position for long-term oriented investors, but overall in this comparative analysis, I chose Alphabet as my favorite stock pick, for its preeminent opportunities and lower risk profile, while seemingly also offering the greater potential in its stock performance, when considering all three forecasted scenarios.</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>Alphabet Vs. Meta Platforms: Which Stock Is The Better Investment?</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\">\nAlphabet Vs. Meta Platforms: Which Stock Is The Better Investment?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-20 08:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4559206-alphabet-vs-meta-platforms-which-stock-is-the-better-investment><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAlphabet and Meta are two giants in highly competitive markets, both with their specific risk profiles, while also offering massive opportunities to investors.GOOG reported a superior ...</p>\n\n<a href=\"https://seekingalpha.com/article/4559206-alphabet-vs-meta-platforms-which-stock-is-the-better-investment\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOG":"谷歌","GOOGL":"谷歌A","META":"Meta Platforms, Inc."},"source_url":"https://seekingalpha.com/article/4559206-alphabet-vs-meta-platforms-which-stock-is-the-better-investment","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2284785084","content_text":"SummaryAlphabet and Meta are two giants in highly competitive markets, both with their specific risk profiles, while also offering massive opportunities to investors.GOOG reported a superior performance over the past years, while both stocks may offer great opportunities for investors, the ability to achieve the targets and the optionality will be determinant.Both companies share the same Achilles heel, in an industry that is forecasted to grow substantially over the next decade, while it also exposes their revenue stream to demand-driven fluctuations.This article focuses on long-term investment opportunities based on in-depth fundamental analysis and I offer two valuation models structured around multiple outcome scenarios.The technology sector is among the worst performers in the past year, losing over 30% of its value. While many stocks may have been excessively hyped during the massive rebound out of the pandemic-lows, others have been under pressure because of rising inflation, a higher cost of capital, bottlenecks among the supply chains, as well as headwinds caused by pandemic-related restrictions, geo-political tensions, and the ongoing war in Ukraine. Companies in the Information technology services industry could perform better from a yearly perspective but lately have been struggling to rebound, while others, such as the semiconductor and the solar industries, have recently been leading the sector.finvizfinvizThe two selected companies are two global giants in their industry, with Alphabet (NASDAQ:NASDAQ:GOOG) (NASDAQ:GOOGL) having nearly a monopoly in the online search field, as Google processes over 92% of online search volume worldwide, and Meta Platforms (NASDAQ:NASDAQ:META) counting 3.71B monthly users in Q3 2022, among the company’s core products, Facebook, WhatsApp, Instagram, or Messenger, up 4% Year-over-Year [YoY].Author, using TIKRWhile the two companies once were identified as a digital duopoly, because of their massive market share in global online advertising, more recently, companies such as Amazon.com (NASDAQ:AMZN), Alibaba (NYSE:BABA), Tencent (OTCX:OTCPK:TCEHY), or ByteDance through their social media TikTok, have penetrated the market and contributed to the erosion of this duopoly.Author, using data from Insider Intelligence, Research and Markets, Company filingsThe global IT Services market is projected to grow at a 9.5% Compound Annual Growth Rate [CAGR] through 2031, while the global digital advertising market is forecasted to grow even faster at a 13.9% CAGR, reaching a size of $1.79T through 2031. The sustained market growth is driven by the broader penetration of internet users, technological advancement, rising spending in digital advertising, and the expanding popularity of mobile phones and digital media across the world, while platforms such as in-app, mobile ads, connected TV or social media advertising are increasingly important vectors in the industry.An in-depth company comparisonAuthor, using data from S&P Capital IQThe financial comparison highlights the major relative strengths and weaknesses of the two giants. In terms of their Return on Invested Capital [ROIC], a very important metric I consider when pondering an investment decision, as a company must be able to consistently create value to be a sustainable investment, Alphabet seems to gradually increase its capital allocation efficiency over the past few years. Although Meta has been more efficient in the past, the metric has progressively dropped, until recently significantly falling under Alphabet’s level. The latter seems to have a more efficient core business, but Meta has seemingly more efficient cash management, observed in the relatively narrow spread between their ROIC and the Return on Capital Employed [ROCE], while Alphabet could significantly increase its capital allocation efficiency as the company reported a massive cash position of over $116B.Author, using data from S&P Capital IQAlthough Meta reports by far the higher gross margin, this metric’s growth is seemingly dropping from 21.94% CAGR in the past 5 years to 17.88% CAGR in the past 3 years. While Alphabet reported a lower actual value, the company saw this metric slightly increase from 19.38% CAGR to 20.72% CAGR, over the same time window. Meta’s main source of revenue began faltering as the widely popular video app TikTok massively increased its audience, and other companies increased their market share in the online advertising space, while Apple’s (NASDAQ:AAPL) shift to a strict app tracking transparency privacy policy, requiring the user’s approval for apps to be able to track their data, had an estimated two-digit billion impact on Meta’s revenue. On the operational side, the companies have an even more divergent profile, as Alphabet demonstrated being capable of significantly increasing its operational profitability from 22.13% CAGR in the past 5 years, to 29.80% CAGR over the past 3 years, while Meta’s operating margin growth is decelerating from 11.96% CAGR to 7.03% CAGR over the same period. Meta is massively investing in the development of the Metaverse while rising doubts emerge concerning the company’s ability to reach its ambitious goals in a concept that only a few people understand, while at the same time the company struggles with a weakening advertising business.Author, using data from S&P Capital IQMeta reportedly has a more cash-rich business than the analyzed peer, while none of them is paying a dividend, both companies spend billions in share-repurchase programs. Alphabet announced its biggest share-buyback program of over $70B earlier this year, a major increase after the authorized buyback of $50B in 2021 and $25B in 2019. Meta has reportedly spent $91B to repurchase 377M stocks at an average price of $242, between 2017 and September 2022, a price that seems steep, considering that the actual share price is valued at -53% of that price. Meta also reports significantly higher EPS, while in those terms, Alphabet has had a less negative development over the most recent quarters and reported significantly higher growth over the past few years. Both companies are relying on debt for sustaining their business, increasing significantly their debt reliance since 2019, as the historically low-interest rates pushed many companies to consider more debt in their financing strategy. That said, both companies could repay the entirety of their debt exposure as shown in their net debt position and low leverage ratio.The stocks’ performanceConsidering both stocks’ performance in the past 5 years, GOOG reported a solid performance of 93.44%, while META performed significantly worse, losing 37.65% over the analyzed period. The most significant references show a mixed picture, with the S&P 500 (SP500) returning approximately 53%, and the Nasdaq technology index, tracked by the Invesco QQQ ETF (QQQ) marked over 85% performance, while more industry-focused references, such as the Communication Services Select Sector SPDR Fund (XLC) performed flat, while the Technology Select Sector SPDR ETF (XLK) is the strongest outperformer of the analyzed references.Author, using SeekingAlpha.comWhile both stocks display periods of relative strength, GOOG reported massive resilience after every major drop, while META has significantly suffered after its All-Time-High [ATH] in September 2021, leading to massive value destruction for its investors, being priced at levels not seen since 2016. In the next section, I will show how the next few years are forecasted to play out for both companies and if the actual stock price may offer an interesting opportunity, while also assessing the possible risks in different scenarios.ValuationTo determine the actual fair value for both company's stock prices, I rely on the following Discounted Cash Flow [DCF] model, which extends over a forecast period of 5 years with 3 different sets of assumptions ranging from a more conservative to a more optimistic scenario, based on the metrics determining the WACC and the terminal value. As forecasted by the street consensus, Alphabet is anticipated to generate a massive 17.27% Free Cash Flow [FCF] CAGR over the coming 5 years, with its operating and net profitability increasing at respectively 12.73% and 13.80% CAGR, while its revenue is projected to expand at solid 10.98%, above the expected growth in the relevant industries.Author, using data from S&P Capital IQThe valuation takes into account a tighter monetary policy, which will undeniably be a reality in many economies worldwide in the coming years and lead to a higher weighted average cost of capital.AuthorI compute my opinion in terms of likelihood for the three different scenarios, and I, therefore, consider the stock to be significantly undervalued with a weighted average price target with about 54% upside potential at $152.Meta is forecasted to expand slower, with its sales growing at 9.20% CAGR over the next 5 years, and its operating and net profit margins are expected to grow between 8.5% and 8.9%, in terms of FCF the company is anticipated to substantially increase its metric, with 17.61% CAGR through 2026.Author, using data from S&P Capital IQI then consider the same three scenarios affected by the company’s fundamentals and by the exogenous factors.AuthorDespite both stocks seemingly being undervalued, when considering the weighted average price target, the two modelizations suggest that GOOG may offer a higher expected return, while META’s expected performance is seen 50% higher than the latest closing price, or at about $167. Both modelizations emphasize the still substantial expected return, also in the less optimistic scenario.Investors should consider that those forecasts are based on a relatively conservative assumption in terms of perpetual growth rates, higher discount rates, and the recent trend in increased interest rates, which reflects the actual situation and forecast possible scenarios. An inversion of this trend would change this perspective and value the company at a higher price.Outlook and Risk discussionWith both companies having tremendous possibilities to expand their powerful product ecosystem, it’s quite difficult to estimate their relevant total addressable market [TAM], as both peers have shown to be able to significantly grow their business either organically or through strategic acquisitions. Alphabet and Meta own strong brands with Google ranked in the fourth position in Interbrand's Best Global Brands, while Facebook is ranked 17th. Google’s essentially monopolistic position in search engines, its gigantic database with no equal data-harvesting worldwide, and the dominant position in the smartphone industry with Android estimated to hold a share of 72% in the mobile operating systems’ market, while Apple is progressively gaining market shares, are only some of the company’s major strengths. Despite this, with approximately 80% of its revenue originating from income related to advertising, the company’s revenue model is highly exposed to demand fluctuations, and with a recession likely seen coming in major global economies, dropping consumer spending and cuts in expenses on advertising, will likely have a tangible negative effect on the company’s results. Privacy concerns and regulatory pressure, as well as data security, are also possible future threats to Alphabet, Meta, and their peers, as the biggest strength for the companies, the massive data collection, is the most damaging weakness for their users. Among Alphabet’s most promising opportunities I do like to underscore the company’s positioning in terms of Artificial Intelligence [AI], Machine Learning [ML], and cloud-based business, as well as its expansion into the wearable OS market, and the great diversification opportunities the company could access or create through its colossal financial strength.Meta is building a strong product portfolio including WhatsApp, Instagram, Messenger, Oculus, Workplace, Portal, and Calibra to diversify from Facebook and create expanded opportunities in strong secular trends. With over 45% of the world’s population using Facebook or its family products, the company holds an extremely powerful and irreplaceable position. But with approximately 98% of revenue originating from advertising, Meta is even more exposed to demand-driven fluctuations than Alphabet, and since the company is massively investing and focusing its resources on developing its visionary Metaverse, the diversification opportunities are, at least for the moment, seemingly more limited than Alphabet’s. Facebook has been losing popularity after facing backlash over its negligence in protecting the user’s privacy, while negative publicity, allegations of racial basis, or the platform’s inability to control the spread of fake and misleading information, may have cast a shadow on the company’s once brighter outlook. Despite this, Meta faces many opportunities in terms of possible monetization of its platforms through paid services such as news subscriptions, peer-to-peer marketplaces, online dating apps, e-wallets, or the development of other hardware devices, while its existing technologies could also be integrated or connected with a variety of other applications, such as e-commerce, gaming, or expanded into the digital creators' space, or by offering remote-work solutions. In terms of future-oriented secular growth vectors, Meta has extensive expertise in AI and ML, which the company could use to penetrate markets such as the technologies used for autonomous vehicles, where other competitors like Google, Amazon, and Apple are already massively investing.Alphabet is rated with a Strong Buy rating from Seeking Alpha’s Quant Rating since August 25, 2022, and holds the first two positions in the Interactive Media and Services industry through its two share classes.SeekingAlpha.comMeta has instead been qualified as a Hold position since the end of 2021 and is ranked 22 out of 62 in the relevant industry. Both companies are without seen excelling in terms of profitability, while growth and valuation seem to be less favorable factors in the actual uncertain market environment, with Meta also significantly suffering from the negative momentum in its more recent price action.SeekingAlpha.comThe Verdict: Which stock is the better buy?The two analyzed companies are two global leaders in the technology services industry, with their respective strengths and weaknesses, but also offering inherent opportunities with their correlated risks. From an investor's point of view, it’s important to consider the company’s ability to create value for its shareholders, while minimizing the risks. Past performance is not a guarantee for future results, and despite GOOG overall performing significantly better than META in the past few years, the latter is seemingly offering great opportunities ahead, and my rather conservative modelization hints at the significant undervaluation of both stocks. Both companies have strong financials and report high profitability, but Alphabet is seemingly on a better path, as the company reported an overall better trend and is expected to optimize its profitability even further, while also owning a massive idling cash position that offers incredibly many options, and could even further increase the company’s already superior capital allocation efficiency. Meta’s huge bet on the Metaverse may lead to great success, but it also bears a major risk, in times when the company’s great dependency on advertising spending is under pressure. While both companies’ Achilles heel is seemingly their dependency on spending in digital advertising, Meta is more reliant on it than Alphabet, and may also have shown less intention to diversify its revenue streams, when compared to its colossal peers. I consider both companies as being a buy position for long-term oriented investors, but overall in this comparative analysis, I chose Alphabet as my favorite stock pick, for its preeminent opportunities and lower risk profile, while seemingly also offering the greater potential in its stock performance, when considering all three forecasted scenarios.","news_type":1},"isVote":1,"tweetType":1,"viewCount":129,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9965838396,"gmtCreate":1669933686015,"gmtModify":1676538271247,"author":{"id":"3581739666390904","authorId":"3581739666390904","name":"ArcticFox88","avatar":"https://static.tigerbbs.com/cb1f244ecf651567e5baa7863d330262","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581739666390904","authorIdStr":"3581739666390904"},"themes":[],"htmlText":"Like&nbsp;","listText":"Like&nbsp;","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/9965838396","repostId":"1183309348","repostType":4,"repost":{"id":"1183309348","kind":"news","pubTimestamp":1669909628,"share":"https://ttm.financial/m/news/1183309348?lang=&edition=fundamental","pubTime":"2022-12-01 23:47","market":"us","language":"en","title":"Sea Limited: Bears Didn't See This Coming","url":"https://stock-news.laohu8.com/highlight/detail?id=1183309348","media":"Seeking Alpha","summary":"SummaryWith its recent momentum surge, SE hit our price target articulated in our pre-earnings updat","content":"<html><head></head><body><h3>Summary</h3><ul><li>With its recent momentum surge, SE hit our price target articulated in our pre-earnings update. Management stunned bearish investors with its revised profitability guidance.</li><li>We discuss how its e-commerce segment could reach profitability exiting Q4&#39;23. However, investors need to factor in increased macro risks that could impact its monetization efforts.</li><li>We discuss why investors looking to add SE should continue to wait patiently first.</li><li>Revising from Speculative Buy to Hold for now.</li></ul><h3>Thesis</h3><p>We presented our thesis in our pre-earnings article on Sea Limited (NYSE:SE), arguing that the market had anticipated an underwhelming Q3 release as it closed in on its November lows.</p><p>As such, we aren&#39;t surprised that the market sent SE surging in a momentum spike, hitting our previous price target (PT), as SE rallied nearly 61% from its November bottom.</p><p>Management came out with guns blazing against bearish investors after pulling guidance in Q2 previously. Accordingly, CEO Forrest Li&#39;s emphasis in its Q3 commentary on Shopee (Sea Limited&#39;s e-commerce arm) to reach adjusted EBITDA breakeven exiting Q4&#39;23 stunned the bears.</p><p>Notwithstanding, SE has pulled back nearly 20% from its recent surge, which should be expected. Moreover, we postulate that the market has likely reflected the optimism in Sea Limited&#39;s more constructive guidance with its recent surge. As such, we believe the market will likely parse Sea Limited&#39;s execution moving forward before a material re-rating is justified.</p><p>Hence, we believe the reward/risk in SE looks relatively well-balanced at these levels. Revising from Speculative Buy to Hold for now.</p><h3>Shopee: How Can It Reach Adjusted EBITDA by FY23?</h3><p><img src=\"https://static.tigerbbs.com/1382346c1bbcfe20f003a0de17e41dbd\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/>The consensus estimates have been revised upward with management&#39;s upgraded guidance for Shopee. As such, Wall Street analysts project Sea Limited to post an adjusted EBITDA margin of 2.2% in FY23.</p><p>However, it&#39;s predicated on revenue growth of 16.7% for FY23, below FY22&#39;s 21.6% uptick. Based on management&#39;s commentary, we believe analysts have penciled in a higher bar for SE to cross. Therefore, as we postulated in our previous update, it has likely normalized the Street&#39;s more pessimistic forecasts.</p><p>Notably, management highlighted that its focus on its e-commerce profitability drive &#34;may see no growth or even negative growth in certain operating metrics in the near term.&#34;</p><p>Hence, the critical profitability driver will be cutting costs expeditiously and improving efficiencies concurrently.</p><p>But the crucial question is how far Shopee is from reaching adjusted EBITDA breakeven.</p><p><img src=\"https://static.tigerbbs.com/15df8e681c7c79fd10f5b2355f45beca\" tg-width=\"640\" tg-height=\"395\" referrerpolicy=\"no-referrer\"/>Shopee posted an adjusted EBITDA margin of -26% in FQ3, up from Q2&#39;s -37%. Notably, Shopee has also continued to improve its path toward profitability constructively. Hence, investors could be assured that management&#39;s execution has been relatively consistent despite worsening macros impacting its key markets.</p><p><img src=\"https://static.tigerbbs.com/cd3289e72cdee0c506af925494c635f7\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/>Moreover, Shopee has managed to overcome the significant deceleration of revenue growth since Q1&#39;21, corroborating management&#39;s confidence in optimizing efficiencies.</p><p>Notwithstanding, Shopee still posted revenue growth of 32.4% in FQ3, down from FQ2&#39;s 51.4%.</p><p>However, due to its cost-rationalization exercise, investors should expect its e-commerce segment to head toward an anemic gross merchandise value (GMV) growth phase. Also, we believe Shopee could be looking at lifting its e-commerce take rates in its profitability drive.</p><p><img src=\"https://static.tigerbbs.com/108ee5cedc45b9ad065e8b8d0bf01d99\" tg-width=\"640\" tg-height=\"395\" referrerpolicy=\"no-referrer\"/>As seen above, Shopee managed to post take rates of 10.1% in FQ3, well above FQ2&#39;s 9.2%. It has also been creeping up over time, which has helped Shopee deliver more robust monetization metrics, despite the slowdown in GMV growth (down to 13.7% in FQ3).</p><p>Hence, it&#39;s a lever that Shopee could continue to pull as it pushes toward adjusted EBITDA breakeven. Notably, Shopee posted core marketplace revenue growth of 54% YoY in FQ3, demonstrating its strong execution prowess and value proposition for its merchants.</p><p>Notwithstanding, macroeconomic headwinds could hamper its ability to drive further take rates accretion as it pulls back its GMV growth initiatives. An analyst on the earnings call also highlighted her concern, probing management whether it anticipated a marked impact on advertising revenue.</p><p>While management telegraphed its confidence in its advertising offerings, it also cautioned investors that worsening macro risks could impair Shopee&#39;s ability to monetize further (i.e., increase take rates), as Chief Corporate Officer Yanjun Wang articulated:</p><blockquote>We are mindful of the potential macro headwinds that, over time, [could] more deeply affect our region and the market as a whole. And this might affect, for example, people&#39;s purchase power, discretionary spending and to the point might also have a more pronounced effect on our platform and overall e-commerce in the region. When that happens, that could have a negative impact on our ability to monetize. (Sea Limited FQ3&#39;22 earnings call)</blockquote><h3>Is SE Stock A Buy, Sell, Or Hold?</h3><p><img src=\"https://static.tigerbbs.com/ebf4e1fe75caa11214d125037e9c36e8\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/>With the recent surge in SE, we postulate that near-term optimism on its revised guidance has likely been reflected.</p><p>Also, SE&#39;s valuation remains highly aggressive, as it last traded at an FY23 EBITDA multiple of 91x and an FY24 EBITDA multiple of 27.4x. Both are much higher than Sea Limited&#39;s e-commerce peers&#39; median (7.3x NTM EBITDA) and gaming peers&#39; median (8.6x NTM EBITDA).</p><p>We applaud management&#39;s initiative to justify its valuation through its profitability impetus. However, we assess that a further near-term re-rating is unlikely unless the market anticipates better execution from Sea Limited.</p><p>We should be able to glean more clues as SE looks to consolidate at its current pullback.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Sea Limited: Bears Didn't See This Coming</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: Bears Didn't See This Coming\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-01 23:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4561387-sea-limited-bears-didnt-see-this-coming><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryWith its recent momentum surge, SE hit our price target articulated in our pre-earnings update. Management stunned bearish investors with its revised profitability guidance.We discuss how its e...</p>\n\n<a href=\"https://seekingalpha.com/article/4561387-sea-limited-bears-didnt-see-this-coming\">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/4561387-sea-limited-bears-didnt-see-this-coming","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1183309348","content_text":"SummaryWith its recent momentum surge, SE hit our price target articulated in our pre-earnings update. Management stunned bearish investors with its revised profitability guidance.We discuss how its e-commerce segment could reach profitability exiting Q4'23. However, investors need to factor in increased macro risks that could impact its monetization efforts.We discuss why investors looking to add SE should continue to wait patiently first.Revising from Speculative Buy to Hold for now.ThesisWe presented our thesis in our pre-earnings article on Sea Limited (NYSE:SE), arguing that the market had anticipated an underwhelming Q3 release as it closed in on its November lows.As such, we aren't surprised that the market sent SE surging in a momentum spike, hitting our previous price target (PT), as SE rallied nearly 61% from its November bottom.Management came out with guns blazing against bearish investors after pulling guidance in Q2 previously. Accordingly, CEO Forrest Li's emphasis in its Q3 commentary on Shopee (Sea Limited's e-commerce arm) to reach adjusted EBITDA breakeven exiting Q4'23 stunned the bears.Notwithstanding, SE has pulled back nearly 20% from its recent surge, which should be expected. Moreover, we postulate that the market has likely reflected the optimism in Sea Limited's more constructive guidance with its recent surge. As such, we believe the market will likely parse Sea Limited's execution moving forward before a material re-rating is justified.Hence, we believe the reward/risk in SE looks relatively well-balanced at these levels. Revising from Speculative Buy to Hold for now.Shopee: How Can It Reach Adjusted EBITDA by FY23?The consensus estimates have been revised upward with management's upgraded guidance for Shopee. As such, Wall Street analysts project Sea Limited to post an adjusted EBITDA margin of 2.2% in FY23.However, it's predicated on revenue growth of 16.7% for FY23, below FY22's 21.6% uptick. Based on management's commentary, we believe analysts have penciled in a higher bar for SE to cross. Therefore, as we postulated in our previous update, it has likely normalized the Street's more pessimistic forecasts.Notably, management highlighted that its focus on its e-commerce profitability drive \"may see no growth or even negative growth in certain operating metrics in the near term.\"Hence, the critical profitability driver will be cutting costs expeditiously and improving efficiencies concurrently.But the crucial question is how far Shopee is from reaching adjusted EBITDA breakeven.Shopee posted an adjusted EBITDA margin of -26% in FQ3, up from Q2's -37%. Notably, Shopee has also continued to improve its path toward profitability constructively. Hence, investors could be assured that management's execution has been relatively consistent despite worsening macros impacting its key markets.Moreover, Shopee has managed to overcome the significant deceleration of revenue growth since Q1'21, corroborating management's confidence in optimizing efficiencies.Notwithstanding, Shopee still posted revenue growth of 32.4% in FQ3, down from FQ2's 51.4%.However, due to its cost-rationalization exercise, investors should expect its e-commerce segment to head toward an anemic gross merchandise value (GMV) growth phase. Also, we believe Shopee could be looking at lifting its e-commerce take rates in its profitability drive.As seen above, Shopee managed to post take rates of 10.1% in FQ3, well above FQ2's 9.2%. It has also been creeping up over time, which has helped Shopee deliver more robust monetization metrics, despite the slowdown in GMV growth (down to 13.7% in FQ3).Hence, it's a lever that Shopee could continue to pull as it pushes toward adjusted EBITDA breakeven. Notably, Shopee posted core marketplace revenue growth of 54% YoY in FQ3, demonstrating its strong execution prowess and value proposition for its merchants.Notwithstanding, macroeconomic headwinds could hamper its ability to drive further take rates accretion as it pulls back its GMV growth initiatives. An analyst on the earnings call also highlighted her concern, probing management whether it anticipated a marked impact on advertising revenue.While management telegraphed its confidence in its advertising offerings, it also cautioned investors that worsening macro risks could impair Shopee's ability to monetize further (i.e., increase take rates), as Chief Corporate Officer Yanjun Wang articulated:We are mindful of the potential macro headwinds that, over time, [could] more deeply affect our region and the market as a whole. And this might affect, for example, people's purchase power, discretionary spending and to the point might also have a more pronounced effect on our platform and overall e-commerce in the region. When that happens, that could have a negative impact on our ability to monetize. (Sea Limited FQ3'22 earnings call)Is SE Stock A Buy, Sell, Or Hold?With the recent surge in SE, we postulate that near-term optimism on its revised guidance has likely been reflected.Also, SE's valuation remains highly aggressive, as it last traded at an FY23 EBITDA multiple of 91x and an FY24 EBITDA multiple of 27.4x. Both are much higher than Sea Limited's e-commerce peers' median (7.3x NTM EBITDA) and gaming peers' median (8.6x NTM EBITDA).We applaud management's initiative to justify its valuation through its profitability impetus. However, we assess that a further near-term re-rating is unlikely unless the market anticipates better execution from Sea Limited.We should be able to glean more clues as SE looks to consolidate at its current pullback.","news_type":1},"isVote":1,"tweetType":1,"viewCount":181,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9927081674,"gmtCreate":1672355760399,"gmtModify":1676538676935,"author":{"id":"3581739666390904","authorId":"3581739666390904","name":"ArcticFox88","avatar":"https://static.tigerbbs.com/cb1f244ecf651567e5baa7863d330262","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581739666390904","authorIdStr":"3581739666390904"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":15,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9927081674","repostId":"2295194661","repostType":4,"repost":{"id":"2295194661","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":1672355473,"share":"https://ttm.financial/m/news/2295194661?lang=&edition=fundamental","pubTime":"2022-12-30 07:11","market":"us","language":"en","title":"US STOCKS-Wall St Ends Firmer, Growth Stocks Lead in Thin Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=2295194661","media":"Reuters","summary":"U.S. weekly jobless claims show modest riseTesla extends gains after Musk's commentIndexes up: Dow 1","content":"<html><head></head><body><ul><li>U.S. weekly jobless claims show modest rise</li><li>Tesla extends gains after Musk&#39;s comment</li><li>Indexes up: Dow 1.05%, S&amp;P 500 1.75%, Nasdaq 2.59%</li></ul><p><img src=\"https://static.tigerbbs.com/459a65bcaf7f2c7137959a9afd944372\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p><p>Dec 29 (Reuters) - Wall Street&#39;s main indexes closed higher on Thursday, led by growth stocks in light trading, as U.S. unemployment data signaled the Federal Reserve&#39;s interest rate hikes might be starting to dent labor market strength in its bid to fight inflation.</p><p>All 11 S&amp;P 500 sector indexes rose, with communication service    and technology    as the biggest winner with gains of nearly 3%.</p><p>&#34;It&#39;s just relief,&#34; said Keith Buchanan, portfolio manager at GLOBALT Investments in Atlanta. &#34;Selling pressure has been overwhelming the market recently and we could be having a break. That allowed room for stocks to move, and with lower volume (that) can materialize into a pretty good day.&#34;</p><p>Apple Inc , Alphabet Inc , Microsoft Corp and Amazon.com Inc, whose shares have been battered in the past few sessions, each gained more than 2.5%.</p><p>The U.S. Labor Department reported an increase in the number of Americans filing new claims for unemployment benefits last week. But the data indicates a tight U.S. job market even as the Fed works to cool demand for labor in its bid to lower inflation.</p><p>The yield on 10-year Treasury notes    fell 2.2 basis points to 3.864% on the news.</p><p>The Fed&#39;s aggressive interest rate hikes have hammered equities this year, with the benchmark S&amp;P 500    shedding 19.3% and the tech-heavy Nasdaq tumbling nearly 33%.</p><p>The technology, consumer discretionary and communication services sectors - which house several rate-sensitive high growth shares - are down between 29% and 40% this year, making them the worst performers among S&amp;P 500 sector indexes.</p><p>Energy shares have bucked the trend with stellar annual gains of 57%.</p><p>Wall Street&#39;s main indexes dropped more than 1% on Wednesday, with the Nasdaq Composite Index    hitting a 2022 closing low as rising COVID cases in China and geopolitical tensions added to fears of a likely recession in 2023.</p><p>However, investor preference for high-dividend yielding stocks with steady earnings has limited losses in the Dow Jones Industrial Average   , which is down just 8.5% for the year.</p><p>The Dow rose 345.09 points, or 1.05%, to 33,220.8; the S&amp;P 500 gained 66.06 points, or 1.75%, at 3,849.28; and the Nasdaq Composite added 264.80 points, or 2.59%, at 10,478.09.</p><p>Tesla Inc    shares rose after Chief Executive Elon Musk told staff they should not be &#34;bothered by stock market craziness.&#34;</p><p>For 2022, Tesla&#39;s 66% slump and Amazon.com&#39;s 50% drop played a big part in the S&amp;P 500 consumer discretionary sector&#39;s 38% loss. Some $1.6 trillion worth of shareholder value evaporated after investors abandoned high-growth stocks with pricey earnings multiples.</p><p>Volume on U.S. exchanges was 8.78 billion shares, compared with the 10.95 billion average for the full session over the last 20 trading days.</p><p>Advancing issues outnumbered decliners on the NYSE by a 4.80-to-1 ratio; on Nasdaq, a 4.30-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted <a href=\"https://laohu8.com/S/AONE.U\">one</a> new 52-week high and no new lows; the Nasdaq Composite recorded 75 new highs and 160 new lows.</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>US STOCKS-Wall St Ends Firmer, Growth Stocks Lead in Thin 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\">\nUS STOCKS-Wall St Ends Firmer, Growth Stocks Lead in Thin Trading\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\">2022-12-30 07:11</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul><li>U.S. weekly jobless claims show modest rise</li><li>Tesla extends gains after Musk&#39;s comment</li><li>Indexes up: Dow 1.05%, S&amp;P 500 1.75%, Nasdaq 2.59%</li></ul><p><img src=\"https://static.tigerbbs.com/459a65bcaf7f2c7137959a9afd944372\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p><p>Dec 29 (Reuters) - Wall Street&#39;s main indexes closed higher on Thursday, led by growth stocks in light trading, as U.S. unemployment data signaled the Federal Reserve&#39;s interest rate hikes might be starting to dent labor market strength in its bid to fight inflation.</p><p>All 11 S&amp;P 500 sector indexes rose, with communication service    and technology    as the biggest winner with gains of nearly 3%.</p><p>&#34;It&#39;s just relief,&#34; said Keith Buchanan, portfolio manager at GLOBALT Investments in Atlanta. &#34;Selling pressure has been overwhelming the market recently and we could be having a break. That allowed room for stocks to move, and with lower volume (that) can materialize into a pretty good day.&#34;</p><p>Apple Inc , Alphabet Inc , Microsoft Corp and Amazon.com Inc, whose shares have been battered in the past few sessions, each gained more than 2.5%.</p><p>The U.S. Labor Department reported an increase in the number of Americans filing new claims for unemployment benefits last week. But the data indicates a tight U.S. job market even as the Fed works to cool demand for labor in its bid to lower inflation.</p><p>The yield on 10-year Treasury notes    fell 2.2 basis points to 3.864% on the news.</p><p>The Fed&#39;s aggressive interest rate hikes have hammered equities this year, with the benchmark S&amp;P 500    shedding 19.3% and the tech-heavy Nasdaq tumbling nearly 33%.</p><p>The technology, consumer discretionary and communication services sectors - which house several rate-sensitive high growth shares - are down between 29% and 40% this year, making them the worst performers among S&amp;P 500 sector indexes.</p><p>Energy shares have bucked the trend with stellar annual gains of 57%.</p><p>Wall Street&#39;s main indexes dropped more than 1% on Wednesday, with the Nasdaq Composite Index    hitting a 2022 closing low as rising COVID cases in China and geopolitical tensions added to fears of a likely recession in 2023.</p><p>However, investor preference for high-dividend yielding stocks with steady earnings has limited losses in the Dow Jones Industrial Average   , which is down just 8.5% for the year.</p><p>The Dow rose 345.09 points, or 1.05%, to 33,220.8; the S&amp;P 500 gained 66.06 points, or 1.75%, at 3,849.28; and the Nasdaq Composite added 264.80 points, or 2.59%, at 10,478.09.</p><p>Tesla Inc    shares rose after Chief Executive Elon Musk told staff they should not be &#34;bothered by stock market craziness.&#34;</p><p>For 2022, Tesla&#39;s 66% slump and Amazon.com&#39;s 50% drop played a big part in the S&amp;P 500 consumer discretionary sector&#39;s 38% loss. Some $1.6 trillion worth of shareholder value evaporated after investors abandoned high-growth stocks with pricey earnings multiples.</p><p>Volume on U.S. exchanges was 8.78 billion shares, compared with the 10.95 billion average for the full session over the last 20 trading days.</p><p>Advancing issues outnumbered decliners on the NYSE by a 4.80-to-1 ratio; on Nasdaq, a 4.30-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted <a href=\"https://laohu8.com/S/AONE.U\">one</a> new 52-week high and no new lows; the Nasdaq Composite recorded 75 new highs and 160 new lows.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2295194661","content_text":"U.S. weekly jobless claims show modest riseTesla extends gains after Musk's commentIndexes up: Dow 1.05%, S&P 500 1.75%, Nasdaq 2.59%Dec 29 (Reuters) - Wall Street's main indexes closed higher on Thursday, led by growth stocks in light trading, as U.S. unemployment data signaled the Federal Reserve's interest rate hikes might be starting to dent labor market strength in its bid to fight inflation.All 11 S&P 500 sector indexes rose, with communication service    and technology    as the biggest winner with gains of nearly 3%.\"It's just relief,\" said Keith Buchanan, portfolio manager at GLOBALT Investments in Atlanta. \"Selling pressure has been overwhelming the market recently and we could be having a break. That allowed room for stocks to move, and with lower volume (that) can materialize into a pretty good day.\"Apple Inc , Alphabet Inc , Microsoft Corp and Amazon.com Inc, whose shares have been battered in the past few sessions, each gained more than 2.5%.The U.S. Labor Department reported an increase in the number of Americans filing new claims for unemployment benefits last week. But the data indicates a tight U.S. job market even as the Fed works to cool demand for labor in its bid to lower inflation.The yield on 10-year Treasury notes    fell 2.2 basis points to 3.864% on the news.The Fed's aggressive interest rate hikes have hammered equities this year, with the benchmark S&P 500    shedding 19.3% and the tech-heavy Nasdaq tumbling nearly 33%.The technology, consumer discretionary and communication services sectors - which house several rate-sensitive high growth shares - are down between 29% and 40% this year, making them the worst performers among S&P 500 sector indexes.Energy shares have bucked the trend with stellar annual gains of 57%.Wall Street's main indexes dropped more than 1% on Wednesday, with the Nasdaq Composite Index    hitting a 2022 closing low as rising COVID cases in China and geopolitical tensions added to fears of a likely recession in 2023.However, investor preference for high-dividend yielding stocks with steady earnings has limited losses in the Dow Jones Industrial Average   , which is down just 8.5% for the year.The Dow rose 345.09 points, or 1.05%, to 33,220.8; the S&P 500 gained 66.06 points, or 1.75%, at 3,849.28; and the Nasdaq Composite added 264.80 points, or 2.59%, at 10,478.09.Tesla Inc    shares rose after Chief Executive Elon Musk told staff they should not be \"bothered by stock market craziness.\"For 2022, Tesla's 66% slump and Amazon.com's 50% drop played a big part in the S&P 500 consumer discretionary sector's 38% loss. Some $1.6 trillion worth of shareholder value evaporated after investors abandoned high-growth stocks with pricey earnings multiples.Volume on U.S. exchanges was 8.78 billion shares, compared with the 10.95 billion average for the full session over the last 20 trading days.Advancing issues outnumbered decliners on the NYSE by a 4.80-to-1 ratio; on Nasdaq, a 4.30-to-1 ratio favored advancers.The S&P 500 posted one new 52-week high and no new lows; the Nasdaq Composite recorded 75 new highs and 160 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":991,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9983492712,"gmtCreate":1666305972536,"gmtModify":1676537736611,"author":{"id":"3581739666390904","authorId":"3581739666390904","name":"ArcticFox88","avatar":"https://static.tigerbbs.com/cb1f244ecf651567e5baa7863d330262","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581739666390904","authorIdStr":"3581739666390904"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/9983492712","repostId":"1146548462","repostType":4,"repost":{"id":"1146548462","kind":"news","pubTimestamp":1666276669,"share":"https://ttm.financial/m/news/1146548462?lang=&edition=fundamental","pubTime":"2022-10-20 22:37","market":"us","language":"en","title":"Wall Street Is Taking a \"YOLO\" Page Out of Retail’s Playbook","url":"https://stock-news.laohu8.com/highlight/detail?id=1146548462","media":"Bloomberg","summary":"‘You Only Live Once’ became the rallying cry of retail traders in certain Reddit forums making high-","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/e438c4843e65e5360d92d0adef6ea297\" tg-width=\"800\" tg-height=\"533\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>‘You Only Live Once’ became the rallying cry of retail traders in certain Reddit forums making high-risk bets in stock markets.</p><p>Now, it might also be the inspiration for a growing group of professional investors who appear to be taking a page out of retail’s playbook with a controversial options strategy.</p><p>That’s according to Nomura Securities International Inc. Strategist Charlie McElligott, who’s blaming a proliferation of professionals piling into options right before their expiry for exacerbating recent swings in markets.</p><p>The strategy of trading options close to their expiry has become a popular strategy on forums such as WallStreetBets, with one person on the social media platform recently claiming to have lost a $100,000 inheritance after tradingone-day puts on the S&amp;P 500.</p><p>“YOLOing into 0 and 1 Days-Til-Expiration (DTE) options has now been ‘institutionalized’ by vol traders at many of the largest funds on the Street,” McElligott wrote in a note to clients. “It’s not about retail-alone playing this game anymore.”</p><p>“We have seen witnessed some absolutely biblical usage of 0DTE and 1DTE options, and it’s acting like jet fuel being dumped on the already out of control ‘macro’ fire occurring into persistent ‘negative gamma’ momentum overshoot flows,” he added. “Using the certainty of dealer hedging flows that their orders create to then amplify and ‘juice’ the intended directional market move … before closing-out positions mere hours later by end of day.”</p><p>He estimates that 0-1DTE options are making up a growing portion of the total options written on the S&amp;P 500. Some days in September saw such options make up as much as 65% of the total.</p><p><img src=\"https://static.tigerbbs.com/dfa04287d17c39500624eb17c3b5f3eb\" tg-width=\"800\" tg-height=\"997\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Source: Nomura</p><p>Buying these one- or zero-days to expiration options can expose investors to big profits and losses as they’re typically more vulnerable to changes in the price of the underlying stock or index. That means the contracts can fluctuate wildly in value, even if they’re only held for a day or two.</p><p>The “institutionalization” of these contracts is also making markets more vulnerable to big swings over all, according to McElligott. The amount of sensitivity in the options market to underlying stocks, indexes and exchange-traded fund — known as<i>delta</i>in trader parlance — is now on a par with the depths of the Covid-19 crash in March 2020 and the so-called ‘Volmageddon’ of early 2018, he says.</p><p><img src=\"https://static.tigerbbs.com/8cf8675e892f15c47d3d4b809b1b575f\" tg-width=\"800\" tg-height=\"1060\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Source: Nomura</p><p>“Most critically as it relates to the outrageous ranges and swings this past week in US equities and into the upcoming expiration, it is the staggering amount of (negative) front-delta into Friday’s [options expiry] that has then needed to be traded on the approach, which is then acting as further shadow-convexity in the market,” he says.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall Street Is Taking a \"YOLO\" Page Out of Retail’s Playbook</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall Street Is Taking a \"YOLO\" Page Out of Retail’s Playbook\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-20 22:37 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-10-20/wall-street-is-taking-a-yolo-page-out-of-retail-s-playbook><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>‘You Only Live Once’ became the rallying cry of retail traders in certain Reddit forums making high-risk bets in stock markets.Now, it might also be the inspiration for a growing group of professional...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-10-20/wall-street-is-taking-a-yolo-page-out-of-retail-s-playbook\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF","QQQ":"纳指100ETF"},"source_url":"https://www.bloomberg.com/news/articles/2022-10-20/wall-street-is-taking-a-yolo-page-out-of-retail-s-playbook","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146548462","content_text":"‘You Only Live Once’ became the rallying cry of retail traders in certain Reddit forums making high-risk bets in stock markets.Now, it might also be the inspiration for a growing group of professional investors who appear to be taking a page out of retail’s playbook with a controversial options strategy.That’s according to Nomura Securities International Inc. Strategist Charlie McElligott, who’s blaming a proliferation of professionals piling into options right before their expiry for exacerbating recent swings in markets.The strategy of trading options close to their expiry has become a popular strategy on forums such as WallStreetBets, with one person on the social media platform recently claiming to have lost a $100,000 inheritance after tradingone-day puts on the S&P 500.“YOLOing into 0 and 1 Days-Til-Expiration (DTE) options has now been ‘institutionalized’ by vol traders at many of the largest funds on the Street,” McElligott wrote in a note to clients. “It’s not about retail-alone playing this game anymore.”“We have seen witnessed some absolutely biblical usage of 0DTE and 1DTE options, and it’s acting like jet fuel being dumped on the already out of control ‘macro’ fire occurring into persistent ‘negative gamma’ momentum overshoot flows,” he added. “Using the certainty of dealer hedging flows that their orders create to then amplify and ‘juice’ the intended directional market move … before closing-out positions mere hours later by end of day.”He estimates that 0-1DTE options are making up a growing portion of the total options written on the S&P 500. Some days in September saw such options make up as much as 65% of the total.Source: NomuraBuying these one- or zero-days to expiration options can expose investors to big profits and losses as they’re typically more vulnerable to changes in the price of the underlying stock or index. That means the contracts can fluctuate wildly in value, even if they’re only held for a day or two.The “institutionalization” of these contracts is also making markets more vulnerable to big swings over all, according to McElligott. The amount of sensitivity in the options market to underlying stocks, indexes and exchange-traded fund — known asdeltain trader parlance — is now on a par with the depths of the Covid-19 crash in March 2020 and the so-called ‘Volmageddon’ of early 2018, he says.Source: Nomura“Most critically as it relates to the outrageous ranges and swings this past week in US equities and into the upcoming expiration, it is the staggering amount of (negative) front-delta into Friday’s [options expiry] that has then needed to be traded on the approach, which is then acting as further shadow-convexity in the market,” he says.","news_type":1},"isVote":1,"tweetType":1,"viewCount":88,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":194632251,"gmtCreate":1621375263873,"gmtModify":1704356465312,"author":{"id":"3581739666390904","authorId":"3581739666390904","name":"ArcticFox88","avatar":"https://static.tigerbbs.com/cb1f244ecf651567e5baa7863d330262","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581739666390904","authorIdStr":"3581739666390904"},"themes":[],"htmlText":"Pls comment and like thx","listText":"Pls comment and like thx","text":"Pls comment and like thx","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":8,"repostSize":0,"link":"https://ttm.financial/post/194632251","repostId":"2135161248","repostType":4,"repost":{"id":"2135161248","kind":"news","pubTimestamp":1621343169,"share":"https://ttm.financial/m/news/2135161248?lang=&edition=fundamental","pubTime":"2021-05-18 21:06","market":"us","language":"en","title":"JD.com to Report Q1 Earnings: What's in the Cards?","url":"https://stock-news.laohu8.com/highlight/detail?id=2135161248","media":"Zacks","summary":"JD.com, Inc. is scheduled to report first-quarter 2021 results on May 19.\nFor the first quarter, the","content":"<p><b>JD.com, Inc.</b>&nbsp;is scheduled to report first-quarter 2021 results on May 19.</p>\n<p>For the first quarter, the Zacks Consensus Estimate for revenues is pegged at $29.9 billion, indicating an improvement of 44.9% from the year-ago reported figure.</p>\n<p>Further, the consensus mark for earnings is pegged at 39 cents per share, indicating a 39.3% rise from the previous-year reported figure.</p>\n<p>Notably, the company delivered an earnings surprise of 4.6% in the last reported quarter.</p>\n<p><b>JD.com, Inc. Price and EPS Surprise</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c1fed1c36f6a8ce20878c0d2e594f77c\" tg-width=\"534\" tg-height=\"262\"><span>JD.com, Inc. price-eps-surprise | JD.com, Inc. Quote</span></p>\n<p><b>Key Factors to Note</b></p>\n<p>The company’s JD Retail segment, comprising the e-commerce business, is expected to have been the key catalyst in the first quarter.</p>\n<p>The launch of flagship stores of popular fashion and luxury brands like John Lobb, Stefano Ricci, Vivienne Westwoodon and Anya Hindmarch, among others, on JD.com is likely to have driven customer momentum, which in turn is expected to have aided the performance of JD Retail during the quarter-to-be-reported.</p>\n<p>JD retail’s omni-channel initiatives are anticipated to have contributed well to top-line growth of the segment in the first quarter.</p>\n<p>Moreover, the company’s collaboration with Italian luxury brands Prada and MiuMiu, which bolstered its omni-channel efforts, might have been a positive.</p>\n<p>Furthermore, growing momentum of JD health that offers free online medical consultation and online pharmacy retail services is likely to get reflected in the company’s to-be-reported quarter’s results.</p>\n<p>Growing investments in research and development are also likely to have been encouraging for the company in the quarter under review.</p>\n<p>Additionally, the new businesses segment comprising technology, supply chain and logistics services is expected to have helped it in gaining traction across lower-tier cities in the first quarter.</p>\n<p>Moreover, the well-performing Jingxi Business Group is expected to have aided JD.com’s performance in the lower-tier cities.</p>\n<p>However, increasing fulfilment, marketing, and research and development expenses are likely to have been major risks to the company’s profitability in the quarter under review.</p>\n<p>Moreover, increasing competitive pressure from Alibaba in the e-commerce market might be reflected in first-quarter results.</p>\n<p><b>What Our Model Says</b></p>\n<p>Our proven model does not conclusively predict an earnings beat for JD.com this time around. The combination of a positiveEarnings ESPand a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. But that’s not the case here. You can uncover the best stocks to buy or sell before they’re reported with ourEarnings ESP Filter.</p>\n<p>JD.com has an Earnings ESP of -14.83% and a Zacks Rank #5 (Strong Sell), at present.</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>JD.com to Report Q1 Earnings: What's in the Cards?</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\">\nJD.com to Report Q1 Earnings: What's in the Cards?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-18 21:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zacks.com/stock/news/1541348/jdcom-jd-to-report-q1-earnings-whats-in-the-cards?art_rec=quote-stock_overview-zacks_news-ID02-txt-1541348><strong>Zacks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>JD.com, Inc. is scheduled to report first-quarter 2021 results on May 19.\nFor the first quarter, the Zacks Consensus Estimate for revenues is pegged at $29.9 billion, indicating an improvement of ...</p>\n\n<a href=\"https://www.zacks.com/stock/news/1541348/jdcom-jd-to-report-q1-earnings-whats-in-the-cards?art_rec=quote-stock_overview-zacks_news-ID02-txt-1541348\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09618":"京东集团-SW","JD":"京东"},"source_url":"https://www.zacks.com/stock/news/1541348/jdcom-jd-to-report-q1-earnings-whats-in-the-cards?art_rec=quote-stock_overview-zacks_news-ID02-txt-1541348","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2135161248","content_text":"JD.com, Inc. is scheduled to report first-quarter 2021 results on May 19.\nFor the first quarter, the Zacks Consensus Estimate for revenues is pegged at $29.9 billion, indicating an improvement of 44.9% from the year-ago reported figure.\nFurther, the consensus mark for earnings is pegged at 39 cents per share, indicating a 39.3% rise from the previous-year reported figure.\nNotably, the company delivered an earnings surprise of 4.6% in the last reported quarter.\nJD.com, Inc. Price and EPS Surprise\nJD.com, Inc. price-eps-surprise | JD.com, Inc. Quote\nKey Factors to Note\nThe company’s JD Retail segment, comprising the e-commerce business, is expected to have been the key catalyst in the first quarter.\nThe launch of flagship stores of popular fashion and luxury brands like John Lobb, Stefano Ricci, Vivienne Westwoodon and Anya Hindmarch, among others, on JD.com is likely to have driven customer momentum, which in turn is expected to have aided the performance of JD Retail during the quarter-to-be-reported.\nJD retail’s omni-channel initiatives are anticipated to have contributed well to top-line growth of the segment in the first quarter.\nMoreover, the company’s collaboration with Italian luxury brands Prada and MiuMiu, which bolstered its omni-channel efforts, might have been a positive.\nFurthermore, growing momentum of JD health that offers free online medical consultation and online pharmacy retail services is likely to get reflected in the company’s to-be-reported quarter’s results.\nGrowing investments in research and development are also likely to have been encouraging for the company in the quarter under review.\nAdditionally, the new businesses segment comprising technology, supply chain and logistics services is expected to have helped it in gaining traction across lower-tier cities in the first quarter.\nMoreover, the well-performing Jingxi Business Group is expected to have aided JD.com’s performance in the lower-tier cities.\nHowever, increasing fulfilment, marketing, and research and development expenses are likely to have been major risks to the company’s profitability in the quarter under review.\nMoreover, increasing competitive pressure from Alibaba in the e-commerce market might be reflected in first-quarter results.\nWhat Our Model Says\nOur proven model does not conclusively predict an earnings beat for JD.com this time around. The combination of a positiveEarnings ESPand a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. But that’s not the case here. You can uncover the best stocks to buy or sell before they’re reported with ourEarnings ESP Filter.\nJD.com has an Earnings ESP of -14.83% and a Zacks Rank #5 (Strong Sell), at present.","news_type":1},"isVote":1,"tweetType":1,"viewCount":270,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9962816262,"gmtCreate":1669760113156,"gmtModify":1676538235812,"author":{"id":"3581739666390904","authorId":"3581739666390904","name":"ArcticFox88","avatar":"https://static.tigerbbs.com/cb1f244ecf651567e5baa7863d330262","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581739666390904","authorIdStr":"3581739666390904"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":6,"repostSize":0,"link":"https://ttm.financial/post/9962816262","repostId":"1173876241","repostType":4,"repost":{"id":"1173876241","kind":"news","pubTimestamp":1669735462,"share":"https://ttm.financial/m/news/1173876241?lang=&edition=fundamental","pubTime":"2022-11-29 23:24","market":"us","language":"en","title":"Alibaba: Candidate For The Record Book Of Mispriced Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1173876241","media":"Seeking Alpha","summary":"SummaryWhile top line growth is now close to zero, Alibaba could increase operating income, earnings","content":"<html><head></head><body><p>Summary</p><ul><li>While top line growth is now close to zero, Alibaba could increase operating income, earnings per share, and free cash flow at a high pace.</li><li>Despite different risks continuing to exist for Alibaba, the growth potential for the different business segments remains high.</li><li>Alibaba is focusing on share buybacks, which is a good move considering its deeply undervalued share price.</li></ul><p>I must be honest. So far, my investment in as well as my articles about Alibaba Group Holding Limited (NYSE:BABA) have been nothing but a catastrophe. Since my last article, the stock price declined 31% and since the article in January 2022, the stock declined 37%. I built my position in Alibaba over time but so far, I didn’t make any money. I also must admit that I did not expect Alibaba to decline so steeply. At least when getting close to $100, I assumed we hit the bottom and could not imagine Alibaba declining lower.</p><p>However, my long-term investment thesis did not change. I am still long-term bullish about Alibaba and in my opinion the market is completely mispricing the stock and just focusing on the risks while completely ignoring the cash generating business and existing growth potential.</p><h3>Quarterly Results</h3><p>About two weeks ago, Alibaba reported second quarter results for fiscal 2022. And while it missed on revenue expectations by $490 million, it could beat earnings per ADS by $0.17. When looking at the quarterly results, I will report the numbers in Renminbi.</p><p>Although growth slowed down, Alibaba could still increase revenue from RMB 200,690 million in the same quarter last year to RMB 207,176 million this quarter resulting in 3.2% year-over-year growth. Adjusted EBITDA increased from RMB 34,840 million in Q2/21 to RMB 43,311 million in Q2/22 – resulting in 24.3% year-over-year growth. And finally, diluted earnings per share almost quadrupled from RMB 0.25 in the same quarter last year to RMB 0.97 this quarter. When looking at non-GAAP diluted earnings per share, we saw an increase of 15% YoY from RMB 1.40 in the same quarter last year to RMB 1.61 this quarter. And finally, free cash flow increased from RMB 22,239 million in Q2/21 to RMB 35,709 million in Q2/22 – resulting in 60.6% year-over-year growth.</p><p><img src=\"https://static.tigerbbs.com/78baaf1cc15acbf0419b0de8a14fb12b\" tg-width=\"640\" tg-height=\"359\" referrerpolicy=\"no-referrer\"/>When looking at the different segments, the biggest part of revenue is still stemming from China commerce, which generated RMB 135,431 million in revenue (a decline of 1% year-over-year). This segment is responsible for the biggest part of adjusted EBITDA (RMB 43,980 million). International Commerce could generate RMB 15,747 million in revenue, resulting in 4% YoY growth and Local Consumer Services generated revenue of RMB 13,073 million resulting in 21% YoY growth. However, both segments are still not profitable and generated negative EBITDA. Cloud could generate RMB 20,757 million in revenue (increasing 4% year-over-year growth) and adjusted EBITDA was RMB 434 million. Cainiao could generate revenue of RMB 13,367 million resulting in 36% year-over-year growth and after reporting a loss of in the same quarter last year the segment reported an adjusted EBITDA of RMB 125 million. And finally, Digital media and entertainment could generate RMB 8,392 million in revenue (resulting in 4% YoY growth). However, the segment was also not profitable.</p><p><img src=\"https://static.tigerbbs.com/2e016228f4be40a684f90dd4cc0d784a\" tg-width=\"640\" tg-height=\"361\" referrerpolicy=\"no-referrer\"/>Additionally, growth from its 11.11 Global Shopping Event slowed down as well and Alibaba could only report results in line with last year’s gross merchandise volume performance. During the last earnings call, Alibaba also commented on the last Singles Day:</p><p>During our recent 11.11 Global Shopping Festival, Taobao and Tmall&#39;s total GMV was in line with the performance last year during the same period. Initial fruits of the operation strategies outlined just now were seen during November 11. More than 600 million users engaged with our November 11 related contents, a single-digit growth year-on-year. Although, the total number of buyers declined compared to the same period last year, the average GMV per person increased.</p><p>Management also mentioned three factors which had a negative impact on the results. First, the warmer than usual temperature in China probably led to fewer people shopping online. Second, about 15% of delivery areas across China experienced abnormal or suspended logistic services, which had a negative effect. And finally, other merchants were also pushing hard on 11.11 and probably took away some market share from Alibaba.</p><h3>Headwinds</h3><p>While Alibaba is talking about a solid quarter, they are also acknowledging the difficulties for Alibaba during the last earnings call:</p><p>We delivered a solid quarter in a macro environment full of uncertainty. The ongoing resurgence of COVID-19, geopolitical tension, inflation, and currency depreciation, the convergence of all these forces that created considerable difficulties for business operations.</p><p>And one of the major problems in China is still COVID-19. Right now, numbers are increasing dramatically again – and we must assume this will have a negative impact on Alibaba in the current quarter as it creates huge challenges for logistics.</p><h3><img src=\"https://static.tigerbbs.com/e5809b3db2fbbe959366e7e5747713f2\" tg-width=\"640\" tg-height=\"451\" referrerpolicy=\"no-referrer\"/>Long-Term Growth</h3><p>Growth for Alibaba is clearly slowing down right now - as it does for almost every technology company around the world. As we must assume the low growth rates (or even declining numbers) will last for several quarters (maybe even a few years) this is a temporary headwind due to the economy slowing down and the looming recession. Nevertheless, I remain confident that the long-term outlook should be bullish, and Alibaba’s management is also optimistic about the growth potential of the different business sectors.</p><p><img src=\"https://static.tigerbbs.com/8dbac2dcf4e4f48e3d631c3a9120bab3\" tg-width=\"640\" tg-height=\"297\" referrerpolicy=\"no-referrer\"/>The highest growth rates might be achieved by the cloud business, where Alibaba is clear market leader in China. In 2021, Alibaba had a market share of 37% ahead of competitors Huawei – which has a market share of 18% - and Tencent (OTCPK:TCEHY) – which has a market share of 17%. And while I don’t think Alibaba will be able to gain market shares (as other, strong competitors are moving in the space), the public cloud market is expected to triple in the coming years – and Alibaba can achieve high growth rates by just keeping its market share stable. In a study about the Chinese cloud market, McKinsey writes:</p><p>To date, China’s cloud adoption has been led largely by consumer-facing companies, which need elastic, on-demand access to unlimited computing power to help them respond to huge fluctuations in customer demand. During China’s Singles’ Day shopping festival, for instance, e-commerce traffic, transactions, and gross merchandise volumes can reach up to 30 times normal daily levels. (…) Consumer-driven growth will remain an important driver of cloud adoption, but we believe the next wave of migration could be spearheaded by China’s critical industrial and manufacturing sectors.</p><p>But not only the cloud business of Alibaba can grow at a high pace. Its China commerce business, which is generating most of Alibaba’s revenue and responsible for its profitability, also has growth potential going forward – despite the declining Chinese population. While the population is declining, the share of Chinese population living in poverty is also declining. And I am already using the definitions of poverty adopted in upper-middle-income countries. In 2019, about 25% of population still lived in poverty in China (in urban areas only 16%). And with that percentage continuing to go down, the number of potential shoppers for Alibaba will increase.</p><p><img src=\"https://static.tigerbbs.com/baff5be28b9b9bfc4dfdd1e92c109996\" tg-width=\"640\" tg-height=\"451\" referrerpolicy=\"no-referrer\"/>In my last article about JD.com, Inc., I already mentioned that Chinese consumers are expected to shop more online in the years to come. According to an Accenture study about Chinese consumer insights, most people will either keep their personal frequency of online shopping unchanged (49%) or increase the frequency of online shopping (44%).</p><p><img src=\"https://static.tigerbbs.com/92ae88cd63f9723d8ed8ec370eebccf7\" tg-width=\"640\" tg-height=\"361\" referrerpolicy=\"no-referrer\"/>And the same study is also showing that the per capita disposable income of urban residents is continuously increasing during the last decade. And even when per capita consumption expenditures declined slightly in 2020 (due to COVID-19), this number is also increasing with a steady pace.</p><p><img src=\"https://static.tigerbbs.com/2f02c27b7c2c4f411e620779d9dfe359\" tg-width=\"640\" tg-height=\"507\" referrerpolicy=\"no-referrer\"/>International Commerce is also expected to grow with a high pace. Alibaba is focusing on the South Asia e-commerce market, which is expected to grow with a high pace. The market size will increase with a CAGR of 27% between 2020 and 2025 to $260 billion (according to Alibaba’s Investor Day 2021 presentation). And Lazada is not only well-positioned, but it also continued to improve monetization rate and was also enhancing operating efficiency. Additionally, during the last quarter, loss per order for Lazada narrowed by 25% compared to the same quarter last year. And the International commerce segment is close to being profitable.</p><p>And finally, we should not forget the economic moat Alibaba has built around its business. During the last earnings call, management made the following statement:</p><p>After many years of operation, Taobao, Tmall is now deeply entrenched in our users&#39; mind as the shopping destination. We are focused on user engagement on our platform by enhancing the customer journey across search, algorithm-driven discovery recommendations, live streaming and other engagement features (…)</p><p>Number two, we further consolidate the scale and the stickiness of our most valuable consumer group. For the 12 months ended December 30, 2022, the number of consumers who each spent over RMB 10,000 on top on Taobao and Tmall remain around 124 million with a retention rate of 98%. 88VIP membership population held steady at 25 million this quarter, with solid membership retention and growth in GMV contribution.</p><p>Number three, we improved consumer satisfaction by continually investing in customer service during and after services and the logistics service experiences, such as doorstep delivery of orders as required.</p><p>Alibaba clearly has a wide economic moat based on cost advantages – the company is one of the major e-commerce players in China and the cost advantages are hard to match by smaller competitors. Aside from cost advantages, Alibaba is also profiting from its brand name(s) and for its cloud business switching costs come into play. After choosing a cloud service it usually costs time and money (which businesses are not willing to spend) to move to a competitor – and this is creating a stickiness in favor of Alibaba.</p><h3>Share Repurchases</h3><p>In the last few quarters, Alibaba increased its share repurchase program, which was certainly a good move by Alibaba considering the steeply declining share price. Since June 2021 (15 months ago), the number of outstanding shares was decreased from 2,755 million to 2,646 million right now – resulting in a decline of 4%.</p><p><img src=\"https://static.tigerbbs.com/0af5c02ed6507d0f66fc07aaed807035\" tg-width=\"635\" tg-height=\"435\" referrerpolicy=\"no-referrer\"/>And it is good that Alibaba is buying back shares and the remaining $7 billion share repurchase program was extended by another $15 billion. But in my opinion, they should be more aggressive and use the cash reserves for share buybacks – at least in parts. On September 30, 2022, the company had RMB 206.7 billion in cash and cash equivalents as well as RMB 270.2 billion in short-term investments. At current share prices, the company could repurchase 32% of its outstanding shares and Alibaba should certainly not use all its liquid resources for share buybacks. But using cash to repurchase about 10% of outstanding shares would be a smart move in my opinion. Additionally, Alibaba is generating enough free cash flow annually to repurchase more than 10% of the outstanding shares (of course this will change with a higher share price).</p><h3>Intrinsic Value Calculation</h3><p>In every single one of my articles, I basically argued that Alibaba is undervalued. And I will stick to my guns – the company is undervalued and remains undervalued. Even when calculating with extremely cautious assumptions, Alibaba is clearly trading below its intrinsic value.</p><p>In the last two quarters, Alibaba generated a free cash flow of $8,137 million and in the last annual results the company reported a free cash flow of $15,597 million. As basis for our calculation, we therefore assume a free cash flow of $16 billion. And for the years to come, we assume 6% growth till perpetuity which leads to an intrinsic value of $151.23 for Alibaba.</p><p>And – like I said above – theses assumptions are extremely cautious. Not only did Alibaba report already much higher free cash flow numbers in the past (as high as $26 billion), it also reported much higher growth rates in the past. And for the years to come there are several growth drivers: First, Alibaba will be able to grow its top line again (see section above). Second, despite constantly declining margins in the past, the business will at some point be able to reduce the current high spendings on expansions and be more profitable again. And finally, Alibaba can use share buybacks (especially right now) and spend its cash on the balance sheet as well as the generated free cash flow to repurchase shares. This by itself is enough to lead to 6% growth right now.</p><p><img src=\"https://static.tigerbbs.com/66d4ee3047c7afdae4d9e6591ea506f8\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/>And finally, we should not forget, that Alibaba is trading for a P/FCF ratio of 8.7 right now – although free cash flow declined almost 50% compared to previous levels. These are absurd valuation levels for a business as Alibaba – despite risks surrounding the business.</p><h3>Conclusion</h3><p>I know I have been wrong about Alibaba in the last few quarters. But first of all, the horrible stock performance of the last few quarters does not mean my thesis – which is based on the fundamentals of the business – is wrong. And second, investing is a marathon and not a sprint. I remain extremely bullish about Alibaba.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba: Candidate For The Record Book Of Mispriced Stocks</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: Candidate For The Record Book Of Mispriced Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-29 23:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4561046-alibaba-candidate-for-the-record-book-of-mispriced-stocks><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryWhile top line growth is now close to zero, Alibaba could increase operating income, earnings per share, and free cash flow at a high pace.Despite different risks continuing to exist for ...</p>\n\n<a href=\"https://seekingalpha.com/article/4561046-alibaba-candidate-for-the-record-book-of-mispriced-stocks\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"https://seekingalpha.com/article/4561046-alibaba-candidate-for-the-record-book-of-mispriced-stocks","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1173876241","content_text":"SummaryWhile top line growth is now close to zero, Alibaba could increase operating income, earnings per share, and free cash flow at a high pace.Despite different risks continuing to exist for Alibaba, the growth potential for the different business segments remains high.Alibaba is focusing on share buybacks, which is a good move considering its deeply undervalued share price.I must be honest. So far, my investment in as well as my articles about Alibaba Group Holding Limited (NYSE:BABA) have been nothing but a catastrophe. Since my last article, the stock price declined 31% and since the article in January 2022, the stock declined 37%. I built my position in Alibaba over time but so far, I didn’t make any money. I also must admit that I did not expect Alibaba to decline so steeply. At least when getting close to $100, I assumed we hit the bottom and could not imagine Alibaba declining lower.However, my long-term investment thesis did not change. I am still long-term bullish about Alibaba and in my opinion the market is completely mispricing the stock and just focusing on the risks while completely ignoring the cash generating business and existing growth potential.Quarterly ResultsAbout two weeks ago, Alibaba reported second quarter results for fiscal 2022. And while it missed on revenue expectations by $490 million, it could beat earnings per ADS by $0.17. When looking at the quarterly results, I will report the numbers in Renminbi.Although growth slowed down, Alibaba could still increase revenue from RMB 200,690 million in the same quarter last year to RMB 207,176 million this quarter resulting in 3.2% year-over-year growth. Adjusted EBITDA increased from RMB 34,840 million in Q2/21 to RMB 43,311 million in Q2/22 – resulting in 24.3% year-over-year growth. And finally, diluted earnings per share almost quadrupled from RMB 0.25 in the same quarter last year to RMB 0.97 this quarter. When looking at non-GAAP diluted earnings per share, we saw an increase of 15% YoY from RMB 1.40 in the same quarter last year to RMB 1.61 this quarter. And finally, free cash flow increased from RMB 22,239 million in Q2/21 to RMB 35,709 million in Q2/22 – resulting in 60.6% year-over-year growth.When looking at the different segments, the biggest part of revenue is still stemming from China commerce, which generated RMB 135,431 million in revenue (a decline of 1% year-over-year). This segment is responsible for the biggest part of adjusted EBITDA (RMB 43,980 million). International Commerce could generate RMB 15,747 million in revenue, resulting in 4% YoY growth and Local Consumer Services generated revenue of RMB 13,073 million resulting in 21% YoY growth. However, both segments are still not profitable and generated negative EBITDA. Cloud could generate RMB 20,757 million in revenue (increasing 4% year-over-year growth) and adjusted EBITDA was RMB 434 million. Cainiao could generate revenue of RMB 13,367 million resulting in 36% year-over-year growth and after reporting a loss of in the same quarter last year the segment reported an adjusted EBITDA of RMB 125 million. And finally, Digital media and entertainment could generate RMB 8,392 million in revenue (resulting in 4% YoY growth). However, the segment was also not profitable.Additionally, growth from its 11.11 Global Shopping Event slowed down as well and Alibaba could only report results in line with last year’s gross merchandise volume performance. During the last earnings call, Alibaba also commented on the last Singles Day:During our recent 11.11 Global Shopping Festival, Taobao and Tmall's total GMV was in line with the performance last year during the same period. Initial fruits of the operation strategies outlined just now were seen during November 11. More than 600 million users engaged with our November 11 related contents, a single-digit growth year-on-year. Although, the total number of buyers declined compared to the same period last year, the average GMV per person increased.Management also mentioned three factors which had a negative impact on the results. First, the warmer than usual temperature in China probably led to fewer people shopping online. Second, about 15% of delivery areas across China experienced abnormal or suspended logistic services, which had a negative effect. And finally, other merchants were also pushing hard on 11.11 and probably took away some market share from Alibaba.HeadwindsWhile Alibaba is talking about a solid quarter, they are also acknowledging the difficulties for Alibaba during the last earnings call:We delivered a solid quarter in a macro environment full of uncertainty. The ongoing resurgence of COVID-19, geopolitical tension, inflation, and currency depreciation, the convergence of all these forces that created considerable difficulties for business operations.And one of the major problems in China is still COVID-19. Right now, numbers are increasing dramatically again – and we must assume this will have a negative impact on Alibaba in the current quarter as it creates huge challenges for logistics.Long-Term GrowthGrowth for Alibaba is clearly slowing down right now - as it does for almost every technology company around the world. As we must assume the low growth rates (or even declining numbers) will last for several quarters (maybe even a few years) this is a temporary headwind due to the economy slowing down and the looming recession. Nevertheless, I remain confident that the long-term outlook should be bullish, and Alibaba’s management is also optimistic about the growth potential of the different business sectors.The highest growth rates might be achieved by the cloud business, where Alibaba is clear market leader in China. In 2021, Alibaba had a market share of 37% ahead of competitors Huawei – which has a market share of 18% - and Tencent (OTCPK:TCEHY) – which has a market share of 17%. And while I don’t think Alibaba will be able to gain market shares (as other, strong competitors are moving in the space), the public cloud market is expected to triple in the coming years – and Alibaba can achieve high growth rates by just keeping its market share stable. In a study about the Chinese cloud market, McKinsey writes:To date, China’s cloud adoption has been led largely by consumer-facing companies, which need elastic, on-demand access to unlimited computing power to help them respond to huge fluctuations in customer demand. During China’s Singles’ Day shopping festival, for instance, e-commerce traffic, transactions, and gross merchandise volumes can reach up to 30 times normal daily levels. (…) Consumer-driven growth will remain an important driver of cloud adoption, but we believe the next wave of migration could be spearheaded by China’s critical industrial and manufacturing sectors.But not only the cloud business of Alibaba can grow at a high pace. Its China commerce business, which is generating most of Alibaba’s revenue and responsible for its profitability, also has growth potential going forward – despite the declining Chinese population. While the population is declining, the share of Chinese population living in poverty is also declining. And I am already using the definitions of poverty adopted in upper-middle-income countries. In 2019, about 25% of population still lived in poverty in China (in urban areas only 16%). And with that percentage continuing to go down, the number of potential shoppers for Alibaba will increase.In my last article about JD.com, Inc., I already mentioned that Chinese consumers are expected to shop more online in the years to come. According to an Accenture study about Chinese consumer insights, most people will either keep their personal frequency of online shopping unchanged (49%) or increase the frequency of online shopping (44%).And the same study is also showing that the per capita disposable income of urban residents is continuously increasing during the last decade. And even when per capita consumption expenditures declined slightly in 2020 (due to COVID-19), this number is also increasing with a steady pace.International Commerce is also expected to grow with a high pace. Alibaba is focusing on the South Asia e-commerce market, which is expected to grow with a high pace. The market size will increase with a CAGR of 27% between 2020 and 2025 to $260 billion (according to Alibaba’s Investor Day 2021 presentation). And Lazada is not only well-positioned, but it also continued to improve monetization rate and was also enhancing operating efficiency. Additionally, during the last quarter, loss per order for Lazada narrowed by 25% compared to the same quarter last year. And the International commerce segment is close to being profitable.And finally, we should not forget the economic moat Alibaba has built around its business. During the last earnings call, management made the following statement:After many years of operation, Taobao, Tmall is now deeply entrenched in our users' mind as the shopping destination. We are focused on user engagement on our platform by enhancing the customer journey across search, algorithm-driven discovery recommendations, live streaming and other engagement features (…)Number two, we further consolidate the scale and the stickiness of our most valuable consumer group. For the 12 months ended December 30, 2022, the number of consumers who each spent over RMB 10,000 on top on Taobao and Tmall remain around 124 million with a retention rate of 98%. 88VIP membership population held steady at 25 million this quarter, with solid membership retention and growth in GMV contribution.Number three, we improved consumer satisfaction by continually investing in customer service during and after services and the logistics service experiences, such as doorstep delivery of orders as required.Alibaba clearly has a wide economic moat based on cost advantages – the company is one of the major e-commerce players in China and the cost advantages are hard to match by smaller competitors. Aside from cost advantages, Alibaba is also profiting from its brand name(s) and for its cloud business switching costs come into play. After choosing a cloud service it usually costs time and money (which businesses are not willing to spend) to move to a competitor – and this is creating a stickiness in favor of Alibaba.Share RepurchasesIn the last few quarters, Alibaba increased its share repurchase program, which was certainly a good move by Alibaba considering the steeply declining share price. Since June 2021 (15 months ago), the number of outstanding shares was decreased from 2,755 million to 2,646 million right now – resulting in a decline of 4%.And it is good that Alibaba is buying back shares and the remaining $7 billion share repurchase program was extended by another $15 billion. But in my opinion, they should be more aggressive and use the cash reserves for share buybacks – at least in parts. On September 30, 2022, the company had RMB 206.7 billion in cash and cash equivalents as well as RMB 270.2 billion in short-term investments. At current share prices, the company could repurchase 32% of its outstanding shares and Alibaba should certainly not use all its liquid resources for share buybacks. But using cash to repurchase about 10% of outstanding shares would be a smart move in my opinion. Additionally, Alibaba is generating enough free cash flow annually to repurchase more than 10% of the outstanding shares (of course this will change with a higher share price).Intrinsic Value CalculationIn every single one of my articles, I basically argued that Alibaba is undervalued. And I will stick to my guns – the company is undervalued and remains undervalued. Even when calculating with extremely cautious assumptions, Alibaba is clearly trading below its intrinsic value.In the last two quarters, Alibaba generated a free cash flow of $8,137 million and in the last annual results the company reported a free cash flow of $15,597 million. As basis for our calculation, we therefore assume a free cash flow of $16 billion. And for the years to come, we assume 6% growth till perpetuity which leads to an intrinsic value of $151.23 for Alibaba.And – like I said above – theses assumptions are extremely cautious. Not only did Alibaba report already much higher free cash flow numbers in the past (as high as $26 billion), it also reported much higher growth rates in the past. And for the years to come there are several growth drivers: First, Alibaba will be able to grow its top line again (see section above). Second, despite constantly declining margins in the past, the business will at some point be able to reduce the current high spendings on expansions and be more profitable again. And finally, Alibaba can use share buybacks (especially right now) and spend its cash on the balance sheet as well as the generated free cash flow to repurchase shares. This by itself is enough to lead to 6% growth right now.And finally, we should not forget, that Alibaba is trading for a P/FCF ratio of 8.7 right now – although free cash flow declined almost 50% compared to previous levels. These are absurd valuation levels for a business as Alibaba – despite risks surrounding the business.ConclusionI know I have been wrong about Alibaba in the last few quarters. But first of all, the horrible stock performance of the last few quarters does not mean my thesis – which is based on the fundamentals of the business – is wrong. And second, investing is a marathon and not a sprint. I remain extremely bullish about Alibaba.","news_type":1},"isVote":1,"tweetType":1,"viewCount":133,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9920407896,"gmtCreate":1670538457816,"gmtModify":1676538386878,"author":{"id":"3581739666390904","authorId":"3581739666390904","name":"ArcticFox88","avatar":"https://static.tigerbbs.com/cb1f244ecf651567e5baa7863d330262","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581739666390904","authorIdStr":"3581739666390904"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/9920407896","repostId":"1116584413","repostType":4,"repost":{"id":"1116584413","kind":"news","pubTimestamp":1670513955,"share":"https://ttm.financial/m/news/1116584413?lang=&edition=fundamental","pubTime":"2022-12-08 23:39","market":"hk","language":"en","title":"3 China Stocks That Could Rebound in 2023, According to Analysts","url":"https://stock-news.laohu8.com/highlight/detail?id=1116584413","media":"TipRanks","summary":"Story HighlightsChinese tech stocks have been heating up of late, even with a potential global reces","content":"<div>\n<p>Story HighlightsChinese tech stocks have been heating up of late, even with a potential global recession on the horizon. As 2023 kicks in, top internet titans like Alibaba, JD.com, and Pinduoduo may ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/3-china-stocks-that-could-rebound-in-2023-according-to-analysts\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 China Stocks That Could Rebound in 2023, According to Analysts</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\">\n3 China Stocks That Could Rebound in 2023, According to Analysts\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-08 23:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/3-china-stocks-that-could-rebound-in-2023-according-to-analysts><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Story HighlightsChinese tech stocks have been heating up of late, even with a potential global recession on the horizon. As 2023 kicks in, top internet titans like Alibaba, JD.com, and Pinduoduo may ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/3-china-stocks-that-could-rebound-in-2023-according-to-analysts\">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","JD":"京东","BABA":"阿里巴巴","PDD":"拼多多","09618":"京东集团-SW"},"source_url":"https://www.tipranks.com/news/article/3-china-stocks-that-could-rebound-in-2023-according-to-analysts","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116584413","content_text":"Story HighlightsChinese tech stocks have been heating up of late, even with a potential global recession on the horizon. As 2023 kicks in, top internet titans like Alibaba, JD.com, and Pinduoduo may have the most room to run as they look to claw back from the depths of the abyss.Chinese stocks have been in a world of pain well before the S&P 500 (SPX) plunged into a bear market in 2022. Indeed, many investors and talking heads have slapped the unenviable title of “uninvestable” on Chinese stocks, given how difficult it is to gauge their inherent risks. Indeed, delisting concerns and other issues based on exogenous events make it hard to value even the “cheapest” Chinese internet ADRs (American Depository Receipts). Despite the added risks of investing in Chinese stocks, many Wall Street analysts continue to view names like Alibaba (NASDAQ: BABA), JD.com (NASDAQ: JD), and Pinduoduo (NASDAQ: PDD) favorably.There’s no doubt that U.S. investors have been burned by Chinese names in recent years. With swollen regulatory risk discounts and considerable growth to be had over the long run, China’s top internet plays may still be worth considering while they’re miles away from their peaks.Let’s check in on three Strong-Buy-rated Chinese tech titans that Wall Street expects great things from in 2023.Alibaba (BABA)Alibaba is probably the first firm that comes to mind to American investors looking for Chinese tech exposure. It’s been a slow, painful descent for one of China’s most FAANG-like stocks. After plunging by around 80% from peak to trough, BABA stock has shown signs of life in recent weeks, rallying by around 52% off the October trough.Whether the recent rally lasts remains to be seen. Regardless, it’s hard for value-conscious investors to overlook the absurdly-low 1.9 times price-to-sales (P/S) multiple.At these depths, even the slightest positive news could have a significant impact on the stock. With Chinese stocks bouncing due to easing COVID-19 restrictions, Alibaba and the broader basket may, once again, be unignorable as consumer spending looks to heal. Arguably, Alibaba has the most to gain as China reopens its economy and the worst recession fears come to pass.What is the Price Target for BABA Stock?Wall Street is sticking with its “Strong Buy” rating on Alibaba stock, with 15 unanimous Buy recommendations. The average BABA stock price target of $133.73 implies a solid 51.4% gain from here.JD.com (JD)JD.com is an e-commerce player that rallied sharply in recent weeks after enduring a nearly two-year-long 64% plunge. Driven by easing COVID-19 restrictions and a huge third-quarter beat that saw per-share earnings crush estimates ($0.90 EPS vs. $0.70 consensus), JD stock now seems to have the most technical strength behind it.At just 0.6 times sales, JD stock has some low expectations in mind ahead of what’s likely to be a global recession. As China looks to loosen its strict zero-COVID policy, JD could be one of the bigger beneficiaries.In a rising-rate world, U.S. investors can appreciate JD’s latest profitability surge. The company is well-positioned to continue driving margins higher as it looks to take a page out of the playbook of an early Amazon (NASDAQ:AMZN).What is the Price Target for JD Stock?Wall Street loves JD stock, with a “Strong Buy” consensus rating. The average JD stock price target of $77.69 implies 32.92% gains from current levels.Pinduoduo (PDD)Pinduoduo is a Chinese e-commerce play that’s suffered the biggest hit to the chin amid China’s horrific tech sell-off. From peak to trough, shares shed more than 83% of their value. Since bottoming earlier this year, though, PDD stock has been really heating up, rewarding dip-buyers who gave the digital retail play the benefit of the doubt. Shares are now up around 265% from their 2022 lows.Indeed, Pinduoduo is the spiciest Chinese internet stock, but one that could deliver the biggest gains in a turnaround scenario. The recent third-quarter beat was a blowout ($1.23 EPS vs. $0.69 consensus). As the company continues to impress despite the dire macro conditions, growth-savvy investors willing to stomach the risks may be enticed to get back into the name.At 6.4 times sales and 30 times trailing earnings, PDD stock is one of the pricier Chinese e-commerce firms. After six straight sizeable bottom-line beats, though, I view the name as compelling.What is the Price Target for PDD Stock?Wall Street continues to pound the table on Pinduoduo. The average PDD stock price target of $99.51 implies 15.95% gains from here.Conclusion: Wall Street is Most Bullish on BABAIndeed, recent momentum in Chinese stocks may reignite enthusiasm. A sustained rally into 2023 may even cause pundits to shed their “uninvestable” status. Of the three names in this piece, Wall Street expects the biggest gains from Alibaba stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":39,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9985595286,"gmtCreate":1667427766745,"gmtModify":1676537914343,"author":{"id":"3581739666390904","authorId":"3581739666390904","name":"ArcticFox88","avatar":"https://static.tigerbbs.com/cb1f244ecf651567e5baa7863d330262","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581739666390904","authorIdStr":"3581739666390904"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/9985595286","repostId":"1171529451","repostType":4,"repost":{"id":"1171529451","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":1667417358,"share":"https://ttm.financial/m/news/1171529451?lang=&edition=fundamental","pubTime":"2022-11-03 03:29","market":"us","language":"en","title":"Powell: Rate Peak Has Risen But Pace of Hikes Could Slow","url":"https://stock-news.laohu8.com/highlight/detail?id=1171529451","media":"Tiger Newspress","summary":"The U.S. economy will likely need a \"restrictive\" rate for some time, Federal Reserve Chairman Jerom","content":"<html><head></head><body><p>The U.S. economy will likely need a &#34;restrictive&#34; rate for some time, Federal Reserve Chairman Jerome Powell said Wednesday in the press conference after the central bank raised its key rate by 75 basis points for a fourth straight time.</p><p>The Fed will take a meeting-by-meeting approach to determining its rate increases.</p><blockquote>Moderating the pace of increases may come at the next meeting or the one after that, Powell said.</blockquote><p>&#34;I don&#39;t get any sense that we&#39;ve overtightened or moved too fast,&#34; he also said. &#34;We have more ground to cover.&#34;</p><blockquote>&#34;The important question now is how far to go,&#34; he said. &#34;We may ultimately move to higher levels&#34; than were considered in September.</blockquote><p>Longer-term inflation expectations appear to have moved back down, but there&#39;s been no clear way identified to show when high inflation expectations are entrenched, he added.</p><p>&#34;It&#39;s very premature to think about pausing the rate hikes,&#34; Powell sald.</p><p>&#34;Labor market is very, very strong; households have strong balance sheets. It will take some time for inflation to come down, we think.&#34;</p><p>&#34;The housing market was very overheated for a couple of years,&#34; he said, and that market needs to get back into a balance of supply and demand. The decline in housing this time around doesn&#39;t have the financial stability risks of the 2008 financial crisis, he said. The Fed isn&#39;t seeing poor underwriting like it did in 2008.</p><p>Anytime one of the Fed&#39;s policymakers violates the rules or falls short, it risks losing public trust, he said. The central bank takes that very seriously. He has no update on the investigation into Atlanta Fed President Raphael Bostic as the Office of the Inspector General is responsible for the investigation.</p><p>The Fed&#39;s message is: &#34;We think we have a ways to go, ground to cover&#34; with interest rate increases before inflation comes down. &#34;Pausing is not a conversation that we&#39;re having.&#34;</p><p>&#34;It appears that consumer spending is still positive, it&#39;s not shrinking,&#34; Powell said, sayin it appears households have increased their savings during the pandemic. &#34;Consumers are still buying. I don&#39;t know how big the fiscal headwinds are.&#34;</p><p>The path to a soft landing &#34;has narrowed&#34; but it&#39;s still possible, he said.</p><p>&#34;Inflation picture has become more and more challenging over the year, without question,&#34; Powell said in concluding the press conference.、</p><p>He does note that the Fed&#39;s series of rate hikes, up 300 bps before today&#39;s action, has started to impact the economy. Consumer spending has slowed significantly, he said.</p><p>&#34;We still have some ways to go,&#34; he said for the Fed to reach its goal of bringing inflation down to 2%.</p><p>Ian Shepherdson, Pantheon Macroeconomics&#39; chief economist sees today&#39;s Fed statement as clear signal that the central bank will soon shift to smaller rate hikes. &#34;This strikes us as a clear signal that wave of 75bp hikes is over, unless the data between now and the December meeting - including two rounds of inflation and labor market reports - are unexpectedly awful.&#34;</p><p>The CME FedWatchtoolnow gives a larger probability to a 50-bp hike (53.6%) in December than a 75-bp increase (41.7%). Earlier today, the probabilities for the two were at about the same level.</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>Powell: Rate Peak Has Risen But Pace of Hikes Could Slow</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\">\nPowell: Rate Peak Has Risen But Pace of Hikes Could Slow\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\">2022-11-03 03:29</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The U.S. economy will likely need a &#34;restrictive&#34; rate for some time, Federal Reserve Chairman Jerome Powell said Wednesday in the press conference after the central bank raised its key rate by 75 basis points for a fourth straight time.</p><p>The Fed will take a meeting-by-meeting approach to determining its rate increases.</p><blockquote>Moderating the pace of increases may come at the next meeting or the one after that, Powell said.</blockquote><p>&#34;I don&#39;t get any sense that we&#39;ve overtightened or moved too fast,&#34; he also said. &#34;We have more ground to cover.&#34;</p><blockquote>&#34;The important question now is how far to go,&#34; he said. &#34;We may ultimately move to higher levels&#34; than were considered in September.</blockquote><p>Longer-term inflation expectations appear to have moved back down, but there&#39;s been no clear way identified to show when high inflation expectations are entrenched, he added.</p><p>&#34;It&#39;s very premature to think about pausing the rate hikes,&#34; Powell sald.</p><p>&#34;Labor market is very, very strong; households have strong balance sheets. It will take some time for inflation to come down, we think.&#34;</p><p>&#34;The housing market was very overheated for a couple of years,&#34; he said, and that market needs to get back into a balance of supply and demand. The decline in housing this time around doesn&#39;t have the financial stability risks of the 2008 financial crisis, he said. The Fed isn&#39;t seeing poor underwriting like it did in 2008.</p><p>Anytime one of the Fed&#39;s policymakers violates the rules or falls short, it risks losing public trust, he said. The central bank takes that very seriously. He has no update on the investigation into Atlanta Fed President Raphael Bostic as the Office of the Inspector General is responsible for the investigation.</p><p>The Fed&#39;s message is: &#34;We think we have a ways to go, ground to cover&#34; with interest rate increases before inflation comes down. &#34;Pausing is not a conversation that we&#39;re having.&#34;</p><p>&#34;It appears that consumer spending is still positive, it&#39;s not shrinking,&#34; Powell said, sayin it appears households have increased their savings during the pandemic. &#34;Consumers are still buying. I don&#39;t know how big the fiscal headwinds are.&#34;</p><p>The path to a soft landing &#34;has narrowed&#34; but it&#39;s still possible, he said.</p><p>&#34;Inflation picture has become more and more challenging over the year, without question,&#34; Powell said in concluding the press conference.、</p><p>He does note that the Fed&#39;s series of rate hikes, up 300 bps before today&#39;s action, has started to impact the economy. Consumer spending has slowed significantly, he said.</p><p>&#34;We still have some ways to go,&#34; he said for the Fed to reach its goal of bringing inflation down to 2%.</p><p>Ian Shepherdson, Pantheon Macroeconomics&#39; chief economist sees today&#39;s Fed statement as clear signal that the central bank will soon shift to smaller rate hikes. &#34;This strikes us as a clear signal that wave of 75bp hikes is over, unless the data between now and the December meeting - including two rounds of inflation and labor market reports - are unexpectedly awful.&#34;</p><p>The CME FedWatchtoolnow gives a larger probability to a 50-bp hike (53.6%) in December than a 75-bp increase (41.7%). Earlier today, the probabilities for the two were at about the same level.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171529451","content_text":"The U.S. economy will likely need a \"restrictive\" rate for some time, Federal Reserve Chairman Jerome Powell said Wednesday in the press conference after the central bank raised its key rate by 75 basis points for a fourth straight time.The Fed will take a meeting-by-meeting approach to determining its rate increases.Moderating the pace of increases may come at the next meeting or the one after that, Powell said.\"I don't get any sense that we've overtightened or moved too fast,\" he also said. \"We have more ground to cover.\"\"The important question now is how far to go,\" he said. \"We may ultimately move to higher levels\" than were considered in September.Longer-term inflation expectations appear to have moved back down, but there's been no clear way identified to show when high inflation expectations are entrenched, he added.\"It's very premature to think about pausing the rate hikes,\" Powell sald.\"Labor market is very, very strong; households have strong balance sheets. It will take some time for inflation to come down, we think.\"\"The housing market was very overheated for a couple of years,\" he said, and that market needs to get back into a balance of supply and demand. The decline in housing this time around doesn't have the financial stability risks of the 2008 financial crisis, he said. The Fed isn't seeing poor underwriting like it did in 2008.Anytime one of the Fed's policymakers violates the rules or falls short, it risks losing public trust, he said. The central bank takes that very seriously. He has no update on the investigation into Atlanta Fed President Raphael Bostic as the Office of the Inspector General is responsible for the investigation.The Fed's message is: \"We think we have a ways to go, ground to cover\" with interest rate increases before inflation comes down. \"Pausing is not a conversation that we're having.\"\"It appears that consumer spending is still positive, it's not shrinking,\" Powell said, sayin it appears households have increased their savings during the pandemic. \"Consumers are still buying. I don't know how big the fiscal headwinds are.\"The path to a soft landing \"has narrowed\" but it's still possible, he said.\"Inflation picture has become more and more challenging over the year, without question,\" Powell said in concluding the press conference.、He does note that the Fed's series of rate hikes, up 300 bps before today's action, has started to impact the economy. Consumer spending has slowed significantly, he said.\"We still have some ways to go,\" he said for the Fed to reach its goal of bringing inflation down to 2%.Ian Shepherdson, Pantheon Macroeconomics' chief economist sees today's Fed statement as clear signal that the central bank will soon shift to smaller rate hikes. \"This strikes us as a clear signal that wave of 75bp hikes is over, unless the data between now and the December meeting - including two rounds of inflation and labor market reports - are unexpectedly awful.\"The CME FedWatchtoolnow gives a larger probability to a 50-bp hike (53.6%) in December than a 75-bp increase (41.7%). Earlier today, the probabilities for the two were at about the same level.","news_type":1},"isVote":1,"tweetType":1,"viewCount":76,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9096029444,"gmtCreate":1644271895653,"gmtModify":1676533905624,"author":{"id":"3581739666390904","authorId":"3581739666390904","name":"ArcticFox88","avatar":"https://static.tigerbbs.com/cb1f244ecf651567e5baa7863d330262","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581739666390904","authorIdStr":"3581739666390904"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9096029444","repostId":"2209737361","repostType":4,"repost":{"id":"2209737361","kind":"highlight","pubTimestamp":1644247644,"share":"https://ttm.financial/m/news/2209737361?lang=&edition=fundamental","pubTime":"2022-02-07 23:27","market":"us","language":"en","title":"2 Hot Stocks to Buy and Hold Until You Retire","url":"https://stock-news.laohu8.com/highlight/detail?id=2209737361","media":"Motley Fool","summary":"The collapse in price by these former high-flyers is the perfect opportunity to buy their shares for your portfolio.","content":"<html><head></head><body><p>Investors could hurt themselves watching the stock market collapse and cashing out for the market to then quickly rebound to regain all the lost ground. Following the 2020 market plunge at the start of the pandemic, the <b>S&amp;P 500</b> took all of six months to make up the dramatic drop it suffered and then went on to continuously set new record highs.</p><p>It looked like 2022 was off to a bad start, too, as the broad market index raced toward official correction territory (a loss of 10%), only to stop just short of the threshold before making a U-turn and working its way back up.</p><p>We will eventually get that correction, and maybe even a bear market (a loss of 20% or more), but it shows the importance of holding on through thick and thin and letting your stocks play out over the long term. That&#39;s why the nugget of investing wisdom that says it&#39;s not about timing the market, but your time <i>in</i> the market, is so true. It means there&#39;s never a bad time to invest, and always having money available, even small amounts, is a good strategy for everyone.</p><p>By the time working Americans are ready to retire, the following pair of hot growth stocks have the potential to make those who invested in them, wealthy.</p><h2>1. <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a></h2><p>Shares of graphics chipmaker <a href=\"https://laohu8.com/S/NVDA\"><b>Nvidia</b> </a> are suffering now due to the general sector rotation out of technology stocks and the high-flyers that trounced the S&amp;P 500 last year. Nvidia&#39;s stock surged 125% in 2021 but is down 16% so far this year.</p><p>No matter, investors should view this pullback as a buying opportunity even though the stock looks expensive by traditional metrics. Despite trading at 76 times trailing earnings, 47 times next year&#39;s estimates, and 87 times the free cash flow it produces -- even after its haircut -- the premium Nvidia commands is warranted because its business remains white-hot.</p><p>While gaming is still the chipmaker&#39;s primary moneymaker, responsible for 45% of total Q3 sales, Nvidia expects its data center business to overtake that segment by 2025. It already generates billions of dollars in revenue every year, with data center sales soaring 55% in the third quarter (period ended Oct. 31) to hit $2.9 billion. And following its $7 billion acquisition of Mellanox in 2020, Nvidia is now positioned as a leading supplier for networking hardware.</p><p>Those two segments alone would be enough to justify Nvidia&#39;s lofty valuation, but it has other equally exciting opportunities, even if they don&#39;t yet approach the level of gaming and data centers.</p><p>Nvidia&#39;s professional visualization segment, for example, got a big boost from the pandemic, which created outsize demand for high-end mobile workstations that offer real-time rendering capabilities. It utilizes artificial intelligence and virtual reality to help simulate real-life designs. Revenue surged 144% year over year as growth in desktop and notebook workstation GPUs rose due to enterprises deploying new systems to allow for hybrid work situations.</p><p>It cuts across all industries, too, including automotive, media and entertainment, architectural engineering, oil and gas, and medical imaging.</p><p>Wall Street forecasts revenue will triple to over $56 billion by the middle of the decade, helping to give Nvidia a multitrillion-dollar valuation. The chipmaker is the closest thing an investor can find to a set-and-forget stock for their retirement portfolio.</p><h2>2. <a href=\"https://laohu8.com/S/AFRM\">Affirm</a></h2><p>Buying on installment is an old idea that&#39;s new again, and <a href=\"https://laohu8.com/S/AFRM\"><b>Affirm</b> </a> is one of the leading names in the buy now, pay later (BNPL) space. Partnerships with the likes of <b>Amazon</b> and <b>Shopify</b> (NYSE:SHOP) open up vast new terrain for the lending outfit that&#39;s already starting to pay off.</p><p>Fiscal first-quarter earnings for the September period saw the number of active customers more than double to 8.7 million from the year-ago quarter and rise 22% sequentially. Amazon brings some 200 million potential customers to the table, while Shopify adds an additional 118 million.</p><p>Not everyone will take advantage of the BNPL opportunity, but it gives Affirm a much broader audience to tap. Shopify has been a partner since July 2020, and active merchants participating in Affirm&#39;s Shop Pay Installments program grew from 6,500 to 102,000 in just one year, representing a 15-fold increase.</p><p>The Amazon deal is new, but it could be a game-changer for Affirm.</p><p>Of course, there are risks involved. Privately held Klarna is the biggest player in the space, with some 250,000 merchants on board and an estimated $78 billion in global sales volume. <b><a href=\"https://laohu8.com/S/PYPL\">PayPal</a></b> has its own BNPL service that it launched in 2020, and <b><a href=\"https://laohu8.com/S/SQ\">Block</a></b> just acquired Afterpay, giving the BNPL company its own massive opportunity to expand its universe of customers.</p><p>Affirm also still carries a premium price tag like Nvidia, even though its stock got cut down by a third in the first month of the new year and has lost 64% of its value from its November highs. It&#39;s still producing operating losses while trading at 19 times its sales.</p><p>Analysts are forecasting Affirm will see revenue grow 10 times its fiscal 2021 level to hit $3.5 billion by 2025, which would represent a 74% compound annual growth rate. New regulatory measures on BNPL here and abroad could impact growth, but it&#39;s a wide-open area for Affirm, and investors should feel comfortable buying this fintech stock for the long haul.</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 Hot Stocks to Buy and Hold Until You Retire</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 Hot Stocks to Buy and Hold Until You Retire\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-07 23:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/02/07/2-hot-stocks-to-buy-and-hold-until-you-retire/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors could hurt themselves watching the stock market collapse and cashing out for the market to then quickly rebound to regain all the lost ground. Following the 2020 market plunge at the start ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/02/07/2-hot-stocks-to-buy-and-hold-until-you-retire/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4535":"淡马锡持仓","BK4524":"宅经济概念","BK4543":"AI","BK4538":"云计算","BK4527":"明星科技股","BK4559":"巴菲特持仓","BK4116":"互联网服务与基础架构","BK4550":"红杉资本持仓","BK4141":"半导体产品","BK4503":"景林资产持仓","NVDA":"英伟达","BK4122":"互联网与直销零售","BK4551":"寇图资本持仓","BK4561":"索罗斯持仓","BK4549":"软银资本持仓","BK4548":"巴美列捷福持仓","AFRM":"Affirm Holdings, Inc.","BK4529":"IDC概念","BK4528":"SaaS概念","BK4106":"数据处理与外包服务","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4567":"ESG概念","BK4507":"流媒体概念","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团"},"source_url":"https://www.fool.com/investing/2022/02/07/2-hot-stocks-to-buy-and-hold-until-you-retire/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2209737361","content_text":"Investors could hurt themselves watching the stock market collapse and cashing out for the market to then quickly rebound to regain all the lost ground. Following the 2020 market plunge at the start of the pandemic, the S&P 500 took all of six months to make up the dramatic drop it suffered and then went on to continuously set new record highs.It looked like 2022 was off to a bad start, too, as the broad market index raced toward official correction territory (a loss of 10%), only to stop just short of the threshold before making a U-turn and working its way back up.We will eventually get that correction, and maybe even a bear market (a loss of 20% or more), but it shows the importance of holding on through thick and thin and letting your stocks play out over the long term. That's why the nugget of investing wisdom that says it's not about timing the market, but your time in the market, is so true. It means there's never a bad time to invest, and always having money available, even small amounts, is a good strategy for everyone.By the time working Americans are ready to retire, the following pair of hot growth stocks have the potential to make those who invested in them, wealthy.1. NvidiaShares of graphics chipmaker Nvidia  are suffering now due to the general sector rotation out of technology stocks and the high-flyers that trounced the S&P 500 last year. Nvidia's stock surged 125% in 2021 but is down 16% so far this year.No matter, investors should view this pullback as a buying opportunity even though the stock looks expensive by traditional metrics. Despite trading at 76 times trailing earnings, 47 times next year's estimates, and 87 times the free cash flow it produces -- even after its haircut -- the premium Nvidia commands is warranted because its business remains white-hot.While gaming is still the chipmaker's primary moneymaker, responsible for 45% of total Q3 sales, Nvidia expects its data center business to overtake that segment by 2025. It already generates billions of dollars in revenue every year, with data center sales soaring 55% in the third quarter (period ended Oct. 31) to hit $2.9 billion. And following its $7 billion acquisition of Mellanox in 2020, Nvidia is now positioned as a leading supplier for networking hardware.Those two segments alone would be enough to justify Nvidia's lofty valuation, but it has other equally exciting opportunities, even if they don't yet approach the level of gaming and data centers.Nvidia's professional visualization segment, for example, got a big boost from the pandemic, which created outsize demand for high-end mobile workstations that offer real-time rendering capabilities. It utilizes artificial intelligence and virtual reality to help simulate real-life designs. Revenue surged 144% year over year as growth in desktop and notebook workstation GPUs rose due to enterprises deploying new systems to allow for hybrid work situations.It cuts across all industries, too, including automotive, media and entertainment, architectural engineering, oil and gas, and medical imaging.Wall Street forecasts revenue will triple to over $56 billion by the middle of the decade, helping to give Nvidia a multitrillion-dollar valuation. The chipmaker is the closest thing an investor can find to a set-and-forget stock for their retirement portfolio.2. AffirmBuying on installment is an old idea that's new again, and Affirm  is one of the leading names in the buy now, pay later (BNPL) space. Partnerships with the likes of Amazon and Shopify (NYSE:SHOP) open up vast new terrain for the lending outfit that's already starting to pay off.Fiscal first-quarter earnings for the September period saw the number of active customers more than double to 8.7 million from the year-ago quarter and rise 22% sequentially. Amazon brings some 200 million potential customers to the table, while Shopify adds an additional 118 million.Not everyone will take advantage of the BNPL opportunity, but it gives Affirm a much broader audience to tap. Shopify has been a partner since July 2020, and active merchants participating in Affirm's Shop Pay Installments program grew from 6,500 to 102,000 in just one year, representing a 15-fold increase.The Amazon deal is new, but it could be a game-changer for Affirm.Of course, there are risks involved. Privately held Klarna is the biggest player in the space, with some 250,000 merchants on board and an estimated $78 billion in global sales volume. PayPal has its own BNPL service that it launched in 2020, and Block just acquired Afterpay, giving the BNPL company its own massive opportunity to expand its universe of customers.Affirm also still carries a premium price tag like Nvidia, even though its stock got cut down by a third in the first month of the new year and has lost 64% of its value from its November highs. It's still producing operating losses while trading at 19 times its sales.Analysts are forecasting Affirm will see revenue grow 10 times its fiscal 2021 level to hit $3.5 billion by 2025, which would represent a 74% compound annual growth rate. New regulatory measures on BNPL here and abroad could impact growth, but it's a wide-open area for Affirm, and investors should feel comfortable buying this fintech stock for the long haul.","news_type":1},"isVote":1,"tweetType":1,"viewCount":429,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9926240078,"gmtCreate":1671575097594,"gmtModify":1676538557101,"author":{"id":"3581739666390904","authorId":"3581739666390904","name":"ArcticFox88","avatar":"https://static.tigerbbs.com/cb1f244ecf651567e5baa7863d330262","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581739666390904","authorIdStr":"3581739666390904"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9926240078","repostId":"1119521514","repostType":4,"repost":{"id":"1119521514","kind":"news","pubTimestamp":1671546168,"share":"https://ttm.financial/m/news/1119521514?lang=&edition=fundamental","pubTime":"2022-12-20 22:22","market":"us","language":"en","title":"Why the Bank of Japan’s Surprise Policy Twist Is Rattling Global Markets","url":"https://stock-news.laohu8.com/highlight/detail?id=1119521514","media":"MarketWatch","summary":"Anchors aweigh?The Bank of Japan sent shock waves through global financial markets Tuesday, effectiv","content":"<html><head></head><body><p>Anchors aweigh?</p><p>The Bank of Japan sent shock waves through global financial markets Tuesday, effectively loosening a cap on 10-year government bond yields in a surprise move seen as potentially pointing the way to a broader tightening by the last major global central bank to maintain an ultraloose monetary policy.</p><p>Analysts and economists debated the significance of the move. But the market reaction showed global investors were rattled by the potential for the Bank of Japan to eventually give up its role as the last remaining low-rate anchor.</p><p>“The fact that investors see today’s move as heralding a bigger shift is evident from the market reaction,” said Jim Reid, strategist at Deutsche Bank, in a note.</p><p>The BOJ, at a regular policy meeting, said the yield on the 10-year Japanese government bond could rise as high as 0.5% from a previous cap of 0.25%. The central bank, as part of a program known as yield curve control, has maintained a target range around zero for the benchmark government bond yield since 2016 and used that as a tool to keep overall market interest rates low.</p><p>For its part, the BOJ didn’t cite inflation as a reason for the move, instead highlighting concerns about the functioning of the government bond market.</p><p>The yen soared, strengthening by more than 3% versus the U.S. dollar, while yields on 10-year Japanese government bonds were up 16 basis points at 0.413%, after hitting their highest level since 2015. U.S. Treasury yields spiked as global bond yields rose. The dollar weakened broadly versus major rivals, with the ICE U.S. Dollar Index down 0.8%.</p><p>The widening differential between Japanese and other developed market interest rates had translated into a steep selloff by the yen this year, with the currency hitting a multidecade low versus the U.S. dollar earlier this year.</p><p>Equity markets in Asia felt the heat from rising yields, with Japan’s Nikkei 225 falling more than 2%. Stocks in Europe and the U.S. saw a more subdued reaction, with U.S. stock-index futures pointing to a flat start for Wall Street.</p><p>Speculation around a broader shift in policy has been mounting.</p><p>The U.S. Treasury market felt ripples in Monday’s session after the Kyodo News agency over the weekend reported that Japan’s Prime Minister Fumio Kishida was looking to make the country’s 2% inflation target more flexible. The report said that Kishida, as soon as next spring, could discuss details of how to revise the government’s decade-long accord with the BOJ on the 2% target after a new central-bank governor succeeds Haruhiko Kuroda, whose term ends in April.</p><p>The Bank of Japan has spent massively in its effort to maintain the cap on the 10-year yield as global bond yields jumped this year in response to policy tightening by other major central banks, noted Robin Brooks, chief economist at the Institute of International Finance, on Twitter. That pressure may intensify “because markets smell blood,” he said.</p><p><img src=\"https://static.tigerbbs.com/9a956c5a8128687828da110c5f48fec3\" tg-width=\"755\" tg-height=\"1196\" width=\"100%\" height=\"auto\"/></p><p>While prospects for a move were being built into expectations for 2023, there was a widespread view that nothing was likely to happen in the final months of Kuroda’s term as governor, said Adam Cole, chief currency strategist at RBC Capital Markets, in a note.</p><p>He noted that other aspects of policy, including forward guidance and the policy balance rate, were left unchanged and the statement played up the market functioning role of the band widening, rather than characterizing it as a tightening of monetary policy.</p><p>“But coming in illiquid conditions, the market reaction has been sharp. In the near-term, we would not stand in the way of JPY strength and note that positioning, while much reduced in recent weeks, was still net long USD/JPY heading into the decision and covering of these JPY shorts may carry JPY higher still,” he wrote.</p></body></html>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why the Bank of Japan’s Surprise Policy Twist Is Rattling Global Markets</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 the Bank of Japan’s Surprise Policy Twist Is Rattling Global Markets\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-20 22:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/why-the-bank-of-japans-surprise-policy-twist-is-rattling-global-markets-11671544276?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Anchors aweigh?The Bank of Japan sent shock waves through global financial markets Tuesday, effectively loosening a cap on 10-year government bond yields in a surprise move seen as potentially ...</p>\n\n<a href=\"https://www.marketwatch.com/story/why-the-bank-of-japans-surprise-policy-twist-is-rattling-global-markets-11671544276?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.marketwatch.com/story/why-the-bank-of-japans-surprise-policy-twist-is-rattling-global-markets-11671544276?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119521514","content_text":"Anchors aweigh?The Bank of Japan sent shock waves through global financial markets Tuesday, effectively loosening a cap on 10-year government bond yields in a surprise move seen as potentially pointing the way to a broader tightening by the last major global central bank to maintain an ultraloose monetary policy.Analysts and economists debated the significance of the move. But the market reaction showed global investors were rattled by the potential for the Bank of Japan to eventually give up its role as the last remaining low-rate anchor.“The fact that investors see today’s move as heralding a bigger shift is evident from the market reaction,” said Jim Reid, strategist at Deutsche Bank, in a note.The BOJ, at a regular policy meeting, said the yield on the 10-year Japanese government bond could rise as high as 0.5% from a previous cap of 0.25%. The central bank, as part of a program known as yield curve control, has maintained a target range around zero for the benchmark government bond yield since 2016 and used that as a tool to keep overall market interest rates low.For its part, the BOJ didn’t cite inflation as a reason for the move, instead highlighting concerns about the functioning of the government bond market.The yen soared, strengthening by more than 3% versus the U.S. dollar, while yields on 10-year Japanese government bonds were up 16 basis points at 0.413%, after hitting their highest level since 2015. U.S. Treasury yields spiked as global bond yields rose. The dollar weakened broadly versus major rivals, with the ICE U.S. Dollar Index down 0.8%.The widening differential between Japanese and other developed market interest rates had translated into a steep selloff by the yen this year, with the currency hitting a multidecade low versus the U.S. dollar earlier this year.Equity markets in Asia felt the heat from rising yields, with Japan’s Nikkei 225 falling more than 2%. Stocks in Europe and the U.S. saw a more subdued reaction, with U.S. stock-index futures pointing to a flat start for Wall Street.Speculation around a broader shift in policy has been mounting.The U.S. Treasury market felt ripples in Monday’s session after the Kyodo News agency over the weekend reported that Japan’s Prime Minister Fumio Kishida was looking to make the country’s 2% inflation target more flexible. The report said that Kishida, as soon as next spring, could discuss details of how to revise the government’s decade-long accord with the BOJ on the 2% target after a new central-bank governor succeeds Haruhiko Kuroda, whose term ends in April.The Bank of Japan has spent massively in its effort to maintain the cap on the 10-year yield as global bond yields jumped this year in response to policy tightening by other major central banks, noted Robin Brooks, chief economist at the Institute of International Finance, on Twitter. That pressure may intensify “because markets smell blood,” he said.While prospects for a move were being built into expectations for 2023, there was a widespread view that nothing was likely to happen in the final months of Kuroda’s term as governor, said Adam Cole, chief currency strategist at RBC Capital Markets, in a note.He noted that other aspects of policy, including forward guidance and the policy balance rate, were left unchanged and the statement played up the market functioning role of the band widening, rather than characterizing it as a tightening of monetary policy.“But coming in illiquid conditions, the market reaction has been sharp. In the near-term, we would not stand in the way of JPY strength and note that positioning, while much reduced in recent weeks, was still net long USD/JPY heading into the decision and covering of these JPY shorts may carry JPY higher still,” he wrote.","news_type":1},"isVote":1,"tweetType":1,"viewCount":188,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9921951957,"gmtCreate":1670970311479,"gmtModify":1676538467501,"author":{"id":"3581739666390904","authorId":"3581739666390904","name":"ArcticFox88","avatar":"https://static.tigerbbs.com/cb1f244ecf651567e5baa7863d330262","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581739666390904","authorIdStr":"3581739666390904"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9921951957","repostId":"1132954658","repostType":4,"repost":{"id":"1132954658","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":1670938656,"share":"https://ttm.financial/m/news/1132954658?lang=&edition=fundamental","pubTime":"2022-12-13 21:37","market":"us","language":"en","title":"U.S. Consumer Prices Rose 7.1% in November,  Less Than Expected","url":"https://stock-news.laohu8.com/highlight/detail?id=1132954658","media":"Tiger Newspress","summary":"Prices rose less than expected in November, the latest sign that runaway inflation that has been gri","content":"<html><head></head><body><p>Prices rose less than expected in November, the latest sign that runaway inflation that has been gripping the economy is beginning to loosen up.</p><p>The consumer price index, which measures a wide basket of goods and services, rose just 0.1% from the previous month, and increased 7.1% from a year ago, the Labor Department reported Tuesday. Economists surveyed by Dow Jones had been expecting a 0.3% monthly increase and a 7.3% 12-month rate.</p><p>Excluding volatile food and energy prices, so-called core CPI rose 0.2% on the month and 6% on an annual basis, compared to respective estimates of 0.3% and 6.1%.</p><p><img src=\"https://static.tigerbbs.com/e8c3fef87360101ec3f59ca43983b608\" tg-width=\"586\" tg-height=\"132\" referrerpolicy=\"no-referrer\"/></p><p>Stocks roared higher following the report, with futures tied to the Dow Jones Industrial Average up more than 800 points.</p><p>Falling energy prices helped keep inflation at bay. The energy index declined 1.6% for the month, due in part to a 2% decrease in gasoline. Food prices, however, rose 0.5% and were up 10.6% from a year ago. Even with its monthly fall, the energy index was higher by 13.1% from November 2021.</p><p>Shelter costs, which make up about one-third of CPI weighting, continued to escalate, rising 0.6% on the month and now p 7.1% on an annual basis.</p><p>The CPI report comes the same day the rate-setting Federal Open Market Committee begins its two-day meeting. Markets widely expect the FOMC on Wednesday to announce a 0.5 percentage point rate increase, regardless of Tuesday’s CPI reading.</p><p>Inflation spiked in the spring of 2021, the result of numbers converging factors that took price increases to their highest levels since stagflation days of the early 1980s.</p><p>Among the main aggravating circumstances were a supply and demand imbalance brought on by the pandemic, Russia’s invasion of Ukraine and the impact on energy prices, and trillions of dollars in fiscal and monetary stimulus that sent an abundance of money chasing too few goods that were caught up in supply chain problems.</p><p>Headline CPI peaked around 9% in June 2022 and has been on a slow but steady decline since.</p><p>After spending months dismissing the inflation surge as “transitory,” Federal Reserve officials began raising interest rates in March. The central bank has boosted its short-term borrowing rate six times in all, pushing the benchmark up to a targeted range of 3.75%-4%.</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>U.S. Consumer Prices Rose 7.1% in November,  Less Than Expected</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\">\nU.S. Consumer Prices Rose 7.1% in November,  Less Than Expected\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\">2022-12-13 21:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Prices rose less than expected in November, the latest sign that runaway inflation that has been gripping the economy is beginning to loosen up.</p><p>The consumer price index, which measures a wide basket of goods and services, rose just 0.1% from the previous month, and increased 7.1% from a year ago, the Labor Department reported Tuesday. Economists surveyed by Dow Jones had been expecting a 0.3% monthly increase and a 7.3% 12-month rate.</p><p>Excluding volatile food and energy prices, so-called core CPI rose 0.2% on the month and 6% on an annual basis, compared to respective estimates of 0.3% and 6.1%.</p><p><img src=\"https://static.tigerbbs.com/e8c3fef87360101ec3f59ca43983b608\" tg-width=\"586\" tg-height=\"132\" referrerpolicy=\"no-referrer\"/></p><p>Stocks roared higher following the report, with futures tied to the Dow Jones Industrial Average up more than 800 points.</p><p>Falling energy prices helped keep inflation at bay. The energy index declined 1.6% for the month, due in part to a 2% decrease in gasoline. Food prices, however, rose 0.5% and were up 10.6% from a year ago. Even with its monthly fall, the energy index was higher by 13.1% from November 2021.</p><p>Shelter costs, which make up about one-third of CPI weighting, continued to escalate, rising 0.6% on the month and now p 7.1% on an annual basis.</p><p>The CPI report comes the same day the rate-setting Federal Open Market Committee begins its two-day meeting. Markets widely expect the FOMC on Wednesday to announce a 0.5 percentage point rate increase, regardless of Tuesday’s CPI reading.</p><p>Inflation spiked in the spring of 2021, the result of numbers converging factors that took price increases to their highest levels since stagflation days of the early 1980s.</p><p>Among the main aggravating circumstances were a supply and demand imbalance brought on by the pandemic, Russia’s invasion of Ukraine and the impact on energy prices, and trillions of dollars in fiscal and monetary stimulus that sent an abundance of money chasing too few goods that were caught up in supply chain problems.</p><p>Headline CPI peaked around 9% in June 2022 and has been on a slow but steady decline since.</p><p>After spending months dismissing the inflation surge as “transitory,” Federal Reserve officials began raising interest rates in March. The central bank has boosted its short-term borrowing rate six times in all, pushing the benchmark up to a targeted range of 3.75%-4%.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132954658","content_text":"Prices rose less than expected in November, the latest sign that runaway inflation that has been gripping the economy is beginning to loosen up.The consumer price index, which measures a wide basket of goods and services, rose just 0.1% from the previous month, and increased 7.1% from a year ago, the Labor Department reported Tuesday. Economists surveyed by Dow Jones had been expecting a 0.3% monthly increase and a 7.3% 12-month rate.Excluding volatile food and energy prices, so-called core CPI rose 0.2% on the month and 6% on an annual basis, compared to respective estimates of 0.3% and 6.1%.Stocks roared higher following the report, with futures tied to the Dow Jones Industrial Average up more than 800 points.Falling energy prices helped keep inflation at bay. The energy index declined 1.6% for the month, due in part to a 2% decrease in gasoline. Food prices, however, rose 0.5% and were up 10.6% from a year ago. Even with its monthly fall, the energy index was higher by 13.1% from November 2021.Shelter costs, which make up about one-third of CPI weighting, continued to escalate, rising 0.6% on the month and now p 7.1% on an annual basis.The CPI report comes the same day the rate-setting Federal Open Market Committee begins its two-day meeting. Markets widely expect the FOMC on Wednesday to announce a 0.5 percentage point rate increase, regardless of Tuesday’s CPI reading.Inflation spiked in the spring of 2021, the result of numbers converging factors that took price increases to their highest levels since stagflation days of the early 1980s.Among the main aggravating circumstances were a supply and demand imbalance brought on by the pandemic, Russia’s invasion of Ukraine and the impact on energy prices, and trillions of dollars in fiscal and monetary stimulus that sent an abundance of money chasing too few goods that were caught up in supply chain problems.Headline CPI peaked around 9% in June 2022 and has been on a slow but steady decline since.After spending months dismissing the inflation surge as “transitory,” Federal Reserve officials began raising interest rates in March. The central bank has boosted its short-term borrowing rate six times in all, pushing the benchmark up to a targeted range of 3.75%-4%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":283,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9967554864,"gmtCreate":1670365239658,"gmtModify":1676538350926,"author":{"id":"3581739666390904","authorId":"3581739666390904","name":"ArcticFox88","avatar":"https://static.tigerbbs.com/cb1f244ecf651567e5baa7863d330262","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581739666390904","authorIdStr":"3581739666390904"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9967554864","repostId":"2289816897","repostType":4,"repost":{"id":"2289816897","kind":"highlight","pubTimestamp":1670340722,"share":"https://ttm.financial/m/news/2289816897?lang=&edition=fundamental","pubTime":"2022-12-06 23:32","market":"us","language":"en","title":"3 Stocks to Avoid This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=2289816897","media":"Motley Fool","summary":"These investments seem pretty vulnerable right now.","content":"<html><head></head><body><p>Last week was another welcome step up for investors long the market. The &#34;three stocks to avoid&#34; in my column that I thought were going to lose to the market last week -- <b>Big Lots</b>, <b>Baozun</b>, and <b>Coinbase</b> -- fell 4%, rose 26%, and climbed 8%, respectively, averaging out to a hearty 10% gain.</p><p>The <b>S&amp;P 500</b> experienced a 1.1% move higher. I was wrong. I have still been correct in 37 of the past 59 weeks, or 63% of the time.</p><p>Now let&#39;s look at the week ahead. I see <b>Coinbase</b>, <b>Baozun</b>, and <b>AeroVironment</b> as stocks you might want to consider steering clear of this week. Let&#39;s go over my near-term concerns with all three investments.</p><h2><b>1. Coinbase</b></h2><p>Cryptocurrencies bounced back slightly last week, and that helped the leading trading exchange for digital currencies recover with its 8% climb. But I don&#39;t think the worst is over for the platform.</p><p>We&#39;ve seen a few prolific crypto hubs implode this year. Just when you think there are no more shoes to drop, more start falling. But Coinbase won&#39;t collapse anytime soon. It&#39;s a conservative player with a strong balance sheet. However, all of the hits that crypto traders have faced -- with their assets frozen at best and lost forever at worst -- is going to hurt all trading exchanges. Consumer confidence isn&#39;t going to return overnight. Coinbase bounced back from all-time lows two weeks ago, but the climate is still risky and unkind.</p><h2><b>2. Baozun</b></h2><p>The biggest gainer from last week&#39;s column was Baozun. The Chinese provider of e-commerce tools soared after reporting fresh financials. Hopes that the country will ease pandemic-related shutdowns also got investors excited about China as a reopening play.</p><p>The third-quarter results weren&#39;t great. Revenue declined 8% to $244.8 million, roughly in line with expectations. Its the third consecutive year-over-year slide in top-line results. Baozun&#39;s margins improved, but the bottom line still wasn&#39;t bullish. The company that helps global brands get noticed by China&#39;s internet users posted an adjusted deficit of $0.03 a share. Analysts were holding out for a small profit. It&#39;s the third time in a row that Baozun falls short of the market&#39;s profit targets. It has also now missed on the bottom line in four of the past five quarters.</p><p>Baozun deserves credit for helping rein in its costs, but last week&#39;s pop was an overreaction. With Chinese restrictions capping the growth of homegrown enterprises and scaring away interest in international players, it&#39;s hard to see Baozun shining in the near term.</p><h2><b>3. AeroVironment</b></h2><p>This may seem like a good time to be selling military drones. The war in Ukraine finds allies providing the country with small to midsize unmanned aerial vehicles, and AeroVironment is ready to serve. It reports fresh financials on Tuesday, and Raymond James upgraded the stock last month on a bullish thesis that orders have been strong.</p><p>Analysts generally aren&#39;t as hopeful. They see revenue declining 7% from the prior year&#39;s showing. They also are looking for AeroVironment&#39;s profits to fall sharply in Tuesday afternoon&#39;s report. It has fallen short of Wall Street earnings expectations in back-to-back quarters heading into this week&#39;s financial update. AeroVironment may be a thinking investor&#39;s bet on the continuing escalation of military conflicts, but with the stock already up nearly 50% in 2022, it could take a hit if it doesn&#39;t deliver a blowout financial performance.</p><p>It&#39;s going to be a bumpy road for some of these investments. If you&#39;re looking for safe stocks, you aren&#39;t likely to find them in Coinbase, Baozun, and AeroVironment this week.</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>3 Stocks to Avoid 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\">\n3 Stocks to Avoid This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-06 23:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/12/05/3-stocks-to-avoid-this-week/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Last week was another welcome step up for investors long the market. The \"three stocks to avoid\" in my column that I thought were going to lose to the market last week -- Big Lots, Baozun, and ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/12/05/3-stocks-to-avoid-this-week/\">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.","AVAV":"AeroVironment公司","BZUN":"宝尊电商"},"source_url":"https://www.fool.com/investing/2022/12/05/3-stocks-to-avoid-this-week/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2289816897","content_text":"Last week was another welcome step up for investors long the market. The \"three stocks to avoid\" in my column that I thought were going to lose to the market last week -- Big Lots, Baozun, and Coinbase -- fell 4%, rose 26%, and climbed 8%, respectively, averaging out to a hearty 10% gain.The S&P 500 experienced a 1.1% move higher. I was wrong. I have still been correct in 37 of the past 59 weeks, or 63% of the time.Now let's look at the week ahead. I see Coinbase, Baozun, and AeroVironment as stocks you might want to consider steering clear of this week. Let's go over my near-term concerns with all three investments.1. CoinbaseCryptocurrencies bounced back slightly last week, and that helped the leading trading exchange for digital currencies recover with its 8% climb. But I don't think the worst is over for the platform.We've seen a few prolific crypto hubs implode this year. Just when you think there are no more shoes to drop, more start falling. But Coinbase won't collapse anytime soon. It's a conservative player with a strong balance sheet. However, all of the hits that crypto traders have faced -- with their assets frozen at best and lost forever at worst -- is going to hurt all trading exchanges. Consumer confidence isn't going to return overnight. Coinbase bounced back from all-time lows two weeks ago, but the climate is still risky and unkind.2. BaozunThe biggest gainer from last week's column was Baozun. The Chinese provider of e-commerce tools soared after reporting fresh financials. Hopes that the country will ease pandemic-related shutdowns also got investors excited about China as a reopening play.The third-quarter results weren't great. Revenue declined 8% to $244.8 million, roughly in line with expectations. Its the third consecutive year-over-year slide in top-line results. Baozun's margins improved, but the bottom line still wasn't bullish. The company that helps global brands get noticed by China's internet users posted an adjusted deficit of $0.03 a share. Analysts were holding out for a small profit. It's the third time in a row that Baozun falls short of the market's profit targets. It has also now missed on the bottom line in four of the past five quarters.Baozun deserves credit for helping rein in its costs, but last week's pop was an overreaction. With Chinese restrictions capping the growth of homegrown enterprises and scaring away interest in international players, it's hard to see Baozun shining in the near term.3. AeroVironmentThis may seem like a good time to be selling military drones. The war in Ukraine finds allies providing the country with small to midsize unmanned aerial vehicles, and AeroVironment is ready to serve. It reports fresh financials on Tuesday, and Raymond James upgraded the stock last month on a bullish thesis that orders have been strong.Analysts generally aren't as hopeful. They see revenue declining 7% from the prior year's showing. They also are looking for AeroVironment's profits to fall sharply in Tuesday afternoon's report. It has fallen short of Wall Street earnings expectations in back-to-back quarters heading into this week's financial update. AeroVironment may be a thinking investor's bet on the continuing escalation of military conflicts, but with the stock already up nearly 50% in 2022, it could take a hit if it doesn't deliver a blowout financial performance.It's going to be a bumpy road for some of these investments. If you're looking for safe stocks, you aren't likely to find them in Coinbase, Baozun, and AeroVironment this week.","news_type":1},"isVote":1,"tweetType":1,"viewCount":93,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9966772990,"gmtCreate":1669674080310,"gmtModify":1676538219906,"author":{"id":"3581739666390904","authorId":"3581739666390904","name":"ArcticFox88","avatar":"https://static.tigerbbs.com/cb1f244ecf651567e5baa7863d330262","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581739666390904","authorIdStr":"3581739666390904"},"themes":[],"htmlText":"Like&nbsp;","listText":"Like&nbsp;","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9966772990","repostId":"2286817995","repostType":4,"repost":{"id":"2286817995","kind":"highlight","pubTimestamp":1669650309,"share":"https://ttm.financial/m/news/2286817995?lang=&edition=fundamental","pubTime":"2022-11-28 23:45","market":"sg","language":"en","title":"Is Sea Limited Stock Still a Buy After Jumping 36%?","url":"https://stock-news.laohu8.com/highlight/detail?id=2286817995","media":"Motley Fool","summary":"Investors should look beyond a few days of market reaction when making investing decisions.","content":"<html><head></head><body><p>KEY POINTS</p><ul><li>Sea&#39;s third-quarter earnings report was similar to recent results.</li><li>But management is making a pivot toward achieving profitability.</li><li>The stock is attractive for patient believers in Sea&#39;s long-term potential.</li></ul><p><a href=\"https://laohu8.com/S/SE\">Sea Limited</a> has been a winning investment since its debut on the public markets in 2017, returning 229% compared to the S&amp;P 500&#39;s 57%. It has also been a volatile stock, and large price swings have not been uncommon.</p><p>In a recent example, Sea&#39;s Q3 of 2022 delighted Wall Street and shares popped 36% the day after the report. Even with some backsliding in the days since, the stock is still up 17% post-earnings.</p><p>For investors who have been considering buying shares, this sudden share price appreciation may make it seem like the opportunity has been missed. I don&#39;t believe that&#39;s the case at all. Let&#39;s dig in and see why.</p><h3>Taking the long view</h3><p>The recent price pop may be intimidating to investors considering buying shares, but a step back shows that even with the post-earnings jump, Sea Limited has had a rough go of it recently.</p><p><img src=\"https://static.tigerbbs.com/0ea7ff33fc27282c38918da1feea628f\" tg-width=\"720\" tg-height=\"449\" referrerpolicy=\"no-referrer\"/></p><p>SE data by YCharts</p><p>As this chart shows, while Sea has beaten the market over the long term, it&#39;s been a wild ride and shares are down drastically since late 2021. In fact, as of this writing, Sea&#39;s stock is down 85% off its high. It&#39;s important to understand that this drop includes the recent stock pop.</p><h3>But how has the business done?</h3><p>Sea Limited operates in three segments, and put simply the company is the preeminent gaming, e-commerce, and fintech company in Southeast Asia. During the market bull run that followed the COVID-19 crash of early 2020, Sea caught investors&#39; attention with its regular triple-digit revenue growth, which helped drive the parabolic share appreciation.</p><p>However, at the same time, Sea was unprofitable and mostly free-cash-flow negative. While this is not uncommon for businesses that are in growth mode, the market began to sour on Sea once the revenue growth slowed.</p><p>What&#39;s interesting about the recently reported Q3 is that the results weren&#39;t overly impressive. Revenue increased 17% year over year and the net loss was $569 million, a slight improvement from a loss of $573 million in Q3 of 2021.</p><p>In fact, while revenue has grown, Sea has seen increasing net losses and continued cash burn over the past three years. The fact that this quarter caused such a share jump is curious considering the report was essentially more of the same.</p><p><img src=\"https://static.tigerbbs.com/ef69d4e555394ff727b39835f70afa9d\" tg-width=\"720\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/></p><p>SE Revenue (TTM) data by YCharts</p><h3>Is the earning jump a signal or noise?</h3><p>So what caused the pop after earnings? Part of the reaction was likely that the company beat analyst guidance on the top and bottom lines, but more likely it was due to management&#39;s commentary on the earnings call.</p><p>As mentioned above, Sea hasn&#39;t made any meaningful progress toward profitability despite impressive revenue growth over several years. According to Sea&#39;s CEO Forrest Li, that could change in the coming quarters.</p><p>Citing the changing macroeconomic environment and his company&#39;s need to adapt in order to survive, Li said, &#34;We have entirely shifted our mindset and focus from growth, to achieving self-sufficiency and profitability as soon as possible without relying on any external funding.&#34;</p><p>While no definite timelines were provided by management, there have been reports of layoffs over the past six months, and the management team will be forgoing salaries until the company reaches self-sufficiency.</p><h3>Is Sea a buy right now?</h3><p>For investors who believe in the long-term potential of Sea&#39;s business segments, a focus on profitability could be good news for long-term shareholder returns. Additionally, from a valuation standpoint, now could be a great time to buy shares and see if that thesis plays out. Sea&#39;s current price-to-sales ratio is 2.5, only slightly above its all-time low of 1.9. That said, the path to profitability could take some time, so it may be worth giving Sea several quarters to prove it can walk the walk.</p><p>Bottom line, the recent 36% stock jump should not play into any investor&#39;s decision about buying shares. Any investing decision should be made based on Sea&#39; future potential and the price paid relative to that potential.</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>Is Sea Limited Stock Still a Buy After Jumping 36%?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Sea Limited Stock Still a Buy After Jumping 36%?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-28 23:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/11/27/is-sea-limited-stock-still-a-buy-after-jumping-36/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSSea's third-quarter earnings report was similar to recent results.But management is making a pivot toward achieving profitability.The stock is attractive for patient believers in Sea's long-...</p>\n\n<a href=\"https://www.fool.com/investing/2022/11/27/is-sea-limited-stock-still-a-buy-after-jumping-36/\">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://www.fool.com/investing/2022/11/27/is-sea-limited-stock-still-a-buy-after-jumping-36/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2286817995","content_text":"KEY POINTSSea's third-quarter earnings report was similar to recent results.But management is making a pivot toward achieving profitability.The stock is attractive for patient believers in Sea's long-term potential.Sea Limited has been a winning investment since its debut on the public markets in 2017, returning 229% compared to the S&P 500's 57%. It has also been a volatile stock, and large price swings have not been uncommon.In a recent example, Sea's Q3 of 2022 delighted Wall Street and shares popped 36% the day after the report. Even with some backsliding in the days since, the stock is still up 17% post-earnings.For investors who have been considering buying shares, this sudden share price appreciation may make it seem like the opportunity has been missed. I don't believe that's the case at all. Let's dig in and see why.Taking the long viewThe recent price pop may be intimidating to investors considering buying shares, but a step back shows that even with the post-earnings jump, Sea Limited has had a rough go of it recently.SE data by YChartsAs this chart shows, while Sea has beaten the market over the long term, it's been a wild ride and shares are down drastically since late 2021. In fact, as of this writing, Sea's stock is down 85% off its high. It's important to understand that this drop includes the recent stock pop.But how has the business done?Sea Limited operates in three segments, and put simply the company is the preeminent gaming, e-commerce, and fintech company in Southeast Asia. During the market bull run that followed the COVID-19 crash of early 2020, Sea caught investors' attention with its regular triple-digit revenue growth, which helped drive the parabolic share appreciation.However, at the same time, Sea was unprofitable and mostly free-cash-flow negative. While this is not uncommon for businesses that are in growth mode, the market began to sour on Sea once the revenue growth slowed.What's interesting about the recently reported Q3 is that the results weren't overly impressive. Revenue increased 17% year over year and the net loss was $569 million, a slight improvement from a loss of $573 million in Q3 of 2021.In fact, while revenue has grown, Sea has seen increasing net losses and continued cash burn over the past three years. The fact that this quarter caused such a share jump is curious considering the report was essentially more of the same.SE Revenue (TTM) data by YChartsIs the earning jump a signal or noise?So what caused the pop after earnings? Part of the reaction was likely that the company beat analyst guidance on the top and bottom lines, but more likely it was due to management's commentary on the earnings call.As mentioned above, Sea hasn't made any meaningful progress toward profitability despite impressive revenue growth over several years. According to Sea's CEO Forrest Li, that could change in the coming quarters.Citing the changing macroeconomic environment and his company's need to adapt in order to survive, Li said, \"We have entirely shifted our mindset and focus from growth, to achieving self-sufficiency and profitability as soon as possible without relying on any external funding.\"While no definite timelines were provided by management, there have been reports of layoffs over the past six months, and the management team will be forgoing salaries until the company reaches self-sufficiency.Is Sea a buy right now?For investors who believe in the long-term potential of Sea's business segments, a focus on profitability could be good news for long-term shareholder returns. Additionally, from a valuation standpoint, now could be a great time to buy shares and see if that thesis plays out. Sea's current price-to-sales ratio is 2.5, only slightly above its all-time low of 1.9. That said, the path to profitability could take some time, so it may be worth giving Sea several quarters to prove it can walk the walk.Bottom line, the recent 36% stock jump should not play into any investor's decision about buying shares. Any investing decision should be made based on Sea' future potential and the price paid relative to that potential.","news_type":1},"isVote":1,"tweetType":1,"viewCount":78,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9982876286,"gmtCreate":1667169780145,"gmtModify":1676537868407,"author":{"id":"3581739666390904","authorId":"3581739666390904","name":"ArcticFox88","avatar":"https://static.tigerbbs.com/cb1f244ecf651567e5baa7863d330262","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581739666390904","authorIdStr":"3581739666390904"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/9982876286","repostId":"1148576482","repostType":4,"repost":{"id":"1148576482","kind":"news","pubTimestamp":1667099454,"share":"https://ttm.financial/m/news/1148576482?lang=&edition=fundamental","pubTime":"2022-10-30 11:10","market":"us","language":"en","title":"The 7 Best Tech Stocks to Buy in November","url":"https://stock-news.laohu8.com/highlight/detail?id=1148576482","media":"InvestorPlace","summary":"These best tech stocks to buy all feature low risk and deep discounts.Nvidia(NVDA): Shares appear si","content":"<html><head></head><body><ul><li>These best tech stocks to buy all feature low risk and deep discounts.</li><li><b>Nvidia</b>(<b>NVDA</b>): Shares appear significantly undervalued following a steep sell-off.</li><li><b>Adobe</b>(<b>ADBE</b>): Its income-statement performance is impressive.</li><li><b>Intel</b>(<b>INTC</b>): Shares look compelling at this deeply discounted price.</li><li><b>Taiwan Semiconductor</b>(<b>TSM</b>): It’s a profit-generating machine.</li><li><b>Applied Materials</b>(<b>AMAT</b>): Its returns on equity and assets are among the best in the chip industry.</li><li><b>Lam Research</b>(<b>LRCX</b>): Its ROE and ROA are even better than those of Applied Materials.</li><li><b>NXP Semiconductors</b>(<b>NXPI</b>): It’s perhaps the riskiest of the bunch but may offer greater rewards.</li></ul><p>Tech stocks have suffered disproportionately in the current bear market, as they tend to do in every bear market. But the bullish long-term bias of the market tells us that stocks will almost certainly resume their uptrend. When they do, nearly all tech stocks should bounce to some extent, but the best tech stocks could soar.</p><p>Historically, the broader market tends to perform well during the November-to-April timespan. Of course, this is no guarantee for success. Still, it adds a powerful backdrop for those looking to put capital to work in one of the more speculative sectors of the market.</p><p>In searching for the best tech stocks to buy, we’re sticking with financial data. Leveraging the analytical tools ofGuruFocus.com, the below equities all feature fundamentally low risk and discounted prices.</p><p>Here are the best tech stocks to buy in November.</p><p><b>Nvidia (NVDA)</b></p><p>A multinational technology firm, <b>Nvidia</b>(NASDAQ:<b>NVDA</b>) primarily garnered attention through its specialty in graphics processing units. However, the company also made significant investments in deep learning and protocols involving artificial intelligence. Currently, the company commands a market capitalization of $345 billion. On a year-to-date basis, NVDA is down 53%.</p><p>Despite the steep losses, contrarian investors should consider gradually picking up shares.<i>GuruFocus</i> utilizes proprietary calculations to determine that NVDA stock is significantly undervalued. Based on more traditional metrics, Nvidia features excellent income-statement performance figures. For instance, the company’s three-year revenue growth rate stands at 31.3%. Its book growth rate during the aforementioned period hit 40.2%. Both stats rank at least near the 90th percentile for the industry. On the bottom line, Nvidia carries a net margin of 26%. This ranks above 87% of the competition.</p><p>To top it off, NVDA is tethered to a strong balance sheet. Mainly, its Altman Z-Score is a lofty 12 points, reflecting extremely low bankruptcy risk. Thus, NVDA easily ranks among the best tech stocks to buy in November.</p><p><b>Adobe (ADBE)</b></p><p><b>Adobe</b>(NASDAQ:<b>ADBE</b>) is a software company that mainly aligns with creatives. Historically, it’s known for the creation and publication of a wide range of content, including graphics, photography, illustration, animation, multimedia/video, motion pictures and print. Currently, Adobe carries a market cap of $151 billion after slipping 43% year to date.</p><p>Again, based on<i>GuruFocus’</i>proprietary metrics, Adobe rates as significantly undervalued. One traditional metric regarding valuation to consider is its price-earnings-growth ratio of 1.09. This rates favorably below the industry median of 1.4 times.</p><p>However, Adobe draws the most attention for its income statement-related performance. For example, the company’s three-year revenue growth rate and free cash flow growth rate stand at 21.9% and 23.7%, respectively. Both figures rank conspicuously above sector averages.</p><p>On the bottom line, Adobe carries a net margin of 28%, well above the industry median of 1.9%. Throw in a stable balance sheet and you have another solid candidate for best tech stocks to buy in November.</p><p><b>Intel (INTC)</b></p><p>One of the powerhouses in the semiconductor industry, <b>Intel</b>(NASDAQ:<b>INTC</b>) represents the world’s second-largest semiconductor chip manufacturer by revenue. Per its corporate profile, it’s also one of the developers of the x86 series of instruction sets, the instruction sets found in most personal computers. Presently, INTC commands a market cap of $119 billion and is down 44% for the year.</p><p>Despite sharp losses, INTC is among the best tech stocks to buy in November. Notably, INTC is significantly undervalued based on traditional metrics. Its forward P/E ratio is 10.1, below the industry median of 13.7. Also, its Shiller P/E ratio is 7.6, below the sector median of nearly 24.</p><p>On the income statement, Intel features an overall solid profile. Its three-year book growth rate stands at 12.4%, above 61.5% of the competition. For net margin, it hit 26%, better than 87% of its peers.</p><p><b>Taiwan Semiconductor (TSM)</b></p><p>A multinational semiconductor firm, <b>Taiwan Semiconductor</b> (NYSE:<b>TSM</b>) represents the world’s most valuable semiconductor company, the world’s largest dedicated independent semiconductor foundry, and one of Taiwan’s largest companies, per its public profile. Presently, TSM commands a market cap of nearly $322 billion and is down 48% year to date.</p><p>Despite the severe erosion of equity value, TSM ranks among the best tech stocks to buy in November for contrarians. Per<i>GuruFocus</i>, TSM is significantly undervalued. The company’s forward P/E ratio is 10.9 is below the industry median of 13.7. Also, its price-to-owner earnings ratio is 10.5, below the industry median of 16.1.</p><p>Primarily, though, TSM is all about its profitability machine. Gross, operating and net margins hit 55%, 44.7% and 40.6% respectively. Each of these metrics was well above sector median levels. As well, TSM enjoys solid growth figures, with its three-year revenue growth rate coming in at 15.5%. This ranks above 68.5% of the competition.</p><p><b>Applied Materials (AMAT)</b></p><p><b>Applied Materials</b>(NASDAQ:<b>AMAT</b>) represents the leader in materials engineering solutions used to produce virtually every new chip and advanced display in the world, per its website. Currently, Applied Materials features a market cap of $77 billion, and the stock is down 43% year to date.</p><p>Per<i>GuruFocus</i>, AMAT stock is significantly undervalued. A notable standout in terms of traditional metrics is its PEG ratio of 0.56. This ranks favorably below the industry median of 0.75.</p><p>Primarily, though, Applied Materials will likely draw attention as one of the best tech stocks to buy in November because of its high-quality business. Specifically, the company’s return on equity and return on assets hit 55.5% and 26.1%, respectively. Both stats rank among the upper echelons of the semiconductor industry.</p><p>To top it off, AMAT features a stable balance sheet. Most prominently, its Altman Z-Score of 7.5 implies low bankruptcy risk.</p><p><b>Lam Research (LRCX)</b></p><p><b>Lam Research</b>(NASDAQ:<b>LRCX</b>) is an American supplier of wafer fabrication equipment and related services to the semiconductor industry. Currently, the company carries a market cap of slightly over $55 billion after falling 44% year to date. The stock’s average daily volume is approximately 1.9 million shares.</p><p>Fundamentally, the case for LRCX as one of the top tech stocks to buy in November is two-fold. First, Lam represents a high-quality business. Its return on equity is a blistering 75.8%. That’s above 99% of the semiconductor industry. As well, the company’s return on assets hit 28.6%, ranking above 97% of its peers.</p><p>Second, Lam enjoys outstanding sales-related performance. For example, its three-year revenue growth rate is 26.6%, better than 84% of the competition. As well, the company’s book growth rate during the same period is 11.9%, better than nearly 60% of its rivals.</p><p><b>NXP Semiconductors (NXPI)</b></p><p>Netherlands-based <b>NXP Semiconductors</b>(NASDAQ:<b>NXPI</b>) is a semiconductor designer and manufacturer. After falling 33% this year, it has a market cap of roughly $40 billion. Average trading volume is around 2.1 million shares a day.</p><p>Interestingly, the YTD performance makes NXP one of the better-performing semiconductor firms. However, that’s not the reason why it’s on this list of best tech stocks to buy in November. Fundamentally, the stock is significantly undervalued based on proprietary calculations. And its forward P/E ratio of 10.6 is below the industry median of 13.7 times.</p><p>The company enjoys substantive profitability margins, including an operating margin of 27%, which ranks above 84% of its peers. It’s also a high-quality business with a return on equity of nearly 36%.</p><p>About the one glaring risk factor is balance sheet stability. Its Altman Z-Score pings at 2.4, which is in a gray zone. However, the higher-risk profile could lead to potentially greater gains.</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>The 7 Best Tech Stocks to Buy in November</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe 7 Best Tech Stocks to Buy in November\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-30 11:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/best-tech-stocks/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>These best tech stocks to buy all feature low risk and deep discounts.Nvidia(NVDA): Shares appear significantly undervalued following a steep sell-off.Adobe(ADBE): Its income-statement performance is ...</p>\n\n<a href=\"https://investorplace.com/best-tech-stocks/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMAT":"应用材料","NVDA":"英伟达","LRCX":"拉姆研究","ADBE":"Adobe","NXPI":"恩智浦","TSM":"台积电","INTC":"英特尔"},"source_url":"https://investorplace.com/best-tech-stocks/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148576482","content_text":"These best tech stocks to buy all feature low risk and deep discounts.Nvidia(NVDA): Shares appear significantly undervalued following a steep sell-off.Adobe(ADBE): Its income-statement performance is impressive.Intel(INTC): Shares look compelling at this deeply discounted price.Taiwan Semiconductor(TSM): It’s a profit-generating machine.Applied Materials(AMAT): Its returns on equity and assets are among the best in the chip industry.Lam Research(LRCX): Its ROE and ROA are even better than those of Applied Materials.NXP Semiconductors(NXPI): It’s perhaps the riskiest of the bunch but may offer greater rewards.Tech stocks have suffered disproportionately in the current bear market, as they tend to do in every bear market. But the bullish long-term bias of the market tells us that stocks will almost certainly resume their uptrend. When they do, nearly all tech stocks should bounce to some extent, but the best tech stocks could soar.Historically, the broader market tends to perform well during the November-to-April timespan. Of course, this is no guarantee for success. Still, it adds a powerful backdrop for those looking to put capital to work in one of the more speculative sectors of the market.In searching for the best tech stocks to buy, we’re sticking with financial data. Leveraging the analytical tools ofGuruFocus.com, the below equities all feature fundamentally low risk and discounted prices.Here are the best tech stocks to buy in November.Nvidia (NVDA)A multinational technology firm, Nvidia(NASDAQ:NVDA) primarily garnered attention through its specialty in graphics processing units. However, the company also made significant investments in deep learning and protocols involving artificial intelligence. Currently, the company commands a market capitalization of $345 billion. On a year-to-date basis, NVDA is down 53%.Despite the steep losses, contrarian investors should consider gradually picking up shares.GuruFocus utilizes proprietary calculations to determine that NVDA stock is significantly undervalued. Based on more traditional metrics, Nvidia features excellent income-statement performance figures. For instance, the company’s three-year revenue growth rate stands at 31.3%. Its book growth rate during the aforementioned period hit 40.2%. Both stats rank at least near the 90th percentile for the industry. On the bottom line, Nvidia carries a net margin of 26%. This ranks above 87% of the competition.To top it off, NVDA is tethered to a strong balance sheet. Mainly, its Altman Z-Score is a lofty 12 points, reflecting extremely low bankruptcy risk. Thus, NVDA easily ranks among the best tech stocks to buy in November.Adobe (ADBE)Adobe(NASDAQ:ADBE) is a software company that mainly aligns with creatives. Historically, it’s known for the creation and publication of a wide range of content, including graphics, photography, illustration, animation, multimedia/video, motion pictures and print. Currently, Adobe carries a market cap of $151 billion after slipping 43% year to date.Again, based onGuruFocus’proprietary metrics, Adobe rates as significantly undervalued. One traditional metric regarding valuation to consider is its price-earnings-growth ratio of 1.09. This rates favorably below the industry median of 1.4 times.However, Adobe draws the most attention for its income statement-related performance. For example, the company’s three-year revenue growth rate and free cash flow growth rate stand at 21.9% and 23.7%, respectively. Both figures rank conspicuously above sector averages.On the bottom line, Adobe carries a net margin of 28%, well above the industry median of 1.9%. Throw in a stable balance sheet and you have another solid candidate for best tech stocks to buy in November.Intel (INTC)One of the powerhouses in the semiconductor industry, Intel(NASDAQ:INTC) represents the world’s second-largest semiconductor chip manufacturer by revenue. Per its corporate profile, it’s also one of the developers of the x86 series of instruction sets, the instruction sets found in most personal computers. Presently, INTC commands a market cap of $119 billion and is down 44% for the year.Despite sharp losses, INTC is among the best tech stocks to buy in November. Notably, INTC is significantly undervalued based on traditional metrics. Its forward P/E ratio is 10.1, below the industry median of 13.7. Also, its Shiller P/E ratio is 7.6, below the sector median of nearly 24.On the income statement, Intel features an overall solid profile. Its three-year book growth rate stands at 12.4%, above 61.5% of the competition. For net margin, it hit 26%, better than 87% of its peers.Taiwan Semiconductor (TSM)A multinational semiconductor firm, Taiwan Semiconductor (NYSE:TSM) represents the world’s most valuable semiconductor company, the world’s largest dedicated independent semiconductor foundry, and one of Taiwan’s largest companies, per its public profile. Presently, TSM commands a market cap of nearly $322 billion and is down 48% year to date.Despite the severe erosion of equity value, TSM ranks among the best tech stocks to buy in November for contrarians. PerGuruFocus, TSM is significantly undervalued. The company’s forward P/E ratio is 10.9 is below the industry median of 13.7. Also, its price-to-owner earnings ratio is 10.5, below the industry median of 16.1.Primarily, though, TSM is all about its profitability machine. Gross, operating and net margins hit 55%, 44.7% and 40.6% respectively. Each of these metrics was well above sector median levels. As well, TSM enjoys solid growth figures, with its three-year revenue growth rate coming in at 15.5%. This ranks above 68.5% of the competition.Applied Materials (AMAT)Applied Materials(NASDAQ:AMAT) represents the leader in materials engineering solutions used to produce virtually every new chip and advanced display in the world, per its website. Currently, Applied Materials features a market cap of $77 billion, and the stock is down 43% year to date.PerGuruFocus, AMAT stock is significantly undervalued. A notable standout in terms of traditional metrics is its PEG ratio of 0.56. This ranks favorably below the industry median of 0.75.Primarily, though, Applied Materials will likely draw attention as one of the best tech stocks to buy in November because of its high-quality business. Specifically, the company’s return on equity and return on assets hit 55.5% and 26.1%, respectively. Both stats rank among the upper echelons of the semiconductor industry.To top it off, AMAT features a stable balance sheet. Most prominently, its Altman Z-Score of 7.5 implies low bankruptcy risk.Lam Research (LRCX)Lam Research(NASDAQ:LRCX) is an American supplier of wafer fabrication equipment and related services to the semiconductor industry. Currently, the company carries a market cap of slightly over $55 billion after falling 44% year to date. The stock’s average daily volume is approximately 1.9 million shares.Fundamentally, the case for LRCX as one of the top tech stocks to buy in November is two-fold. First, Lam represents a high-quality business. Its return on equity is a blistering 75.8%. That’s above 99% of the semiconductor industry. As well, the company’s return on assets hit 28.6%, ranking above 97% of its peers.Second, Lam enjoys outstanding sales-related performance. For example, its three-year revenue growth rate is 26.6%, better than 84% of the competition. As well, the company’s book growth rate during the same period is 11.9%, better than nearly 60% of its rivals.NXP Semiconductors (NXPI)Netherlands-based NXP Semiconductors(NASDAQ:NXPI) is a semiconductor designer and manufacturer. After falling 33% this year, it has a market cap of roughly $40 billion. Average trading volume is around 2.1 million shares a day.Interestingly, the YTD performance makes NXP one of the better-performing semiconductor firms. However, that’s not the reason why it’s on this list of best tech stocks to buy in November. Fundamentally, the stock is significantly undervalued based on proprietary calculations. And its forward P/E ratio of 10.6 is below the industry median of 13.7 times.The company enjoys substantive profitability margins, including an operating margin of 27%, which ranks above 84% of its peers. It’s also a high-quality business with a return on equity of nearly 36%.About the one glaring risk factor is balance sheet stability. Its Altman Z-Score pings at 2.4, which is in a gray zone. However, the higher-risk profile could lead to potentially greater gains.","news_type":1},"isVote":1,"tweetType":1,"viewCount":26,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9988908285,"gmtCreate":1666650525047,"gmtModify":1676537782099,"author":{"id":"3581739666390904","authorId":"3581739666390904","name":"ArcticFox88","avatar":"https://static.tigerbbs.com/cb1f244ecf651567e5baa7863d330262","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581739666390904","authorIdStr":"3581739666390904"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9988908285","repostId":"1121547995","repostType":4,"repost":{"id":"1121547995","kind":"news","pubTimestamp":1666619640,"share":"https://ttm.financial/m/news/1121547995?lang=&edition=fundamental","pubTime":"2022-10-24 21:54","market":"us","language":"en","title":"Options Traders Bet on More Volatility in a Bad Year for Tech Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1121547995","media":"The Wall Street Journal","summary":"Large swings for big technology stocks have been common this year during a head-spinning stretch tha","content":"<html><head></head><body><p>Large swings for big technology stocks have been common this year during a head-spinning stretch that has dragged the group down.</p><p>Some of the biggest one-day changes in market value in history have happened in 2022 after big tech companies’ earnings. In February, a big drop in Amazon.com’s shares shaved $191 billion from its market value,the most everfor a company in a single day.</p><p>Options traders appear to be betting the volatility will continue over the this week, when several big tech companies report their earnings results. (Their forecasts don’t indicate the direction of the move, only the size.)</p><ul><li>Options traders are wagering on around a 5.4% move in Apple shares after its earnings this week, above the average move of around 3.3% after the past eight earnings releases, according to Cboe Global Markets data.</li><li>They’re betting on a roughly 7% move for Alphabet after its earnings and through Friday. The stock has swung around 5.1% on average after the past eight releases.</li><li>Expectations for Meta’s post-earnings move are even higher, with a roughly 13% post-earnings move forecast through Friday. The stock has swung around 9.2% on average after the past eight releases, according to Cboe.</li></ul><p>The big swings for tech stocks have continued last week. Snap sharesplunged 28% Fridayafter it disclosed a further slowdown in sales growth and signaled the digital-ad market could remain sluggish. Something similar happened in July, when it posted its weakest-ever quarterly sales growth as a public company.</p><p>Analysts expect earnings for the S&amp;P 500’s communications sector, home to several of the big tech companies known as FAANG stocks, to decline by 13% this quarter, among the worst within the broader index. And all five FAANG stocks have posted double-digit declines this year after big simultaneous gains over the past three.</p><p><img src=\"https://static.tigerbbs.com/280f52a85782077d03253cec39864e14\" tg-width=\"626\" tg-height=\"693\" referrerpolicy=\"no-referrer\"/></p></body></html>","source":"wsj_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Options Traders Bet on More Volatility in a Bad Year for Tech Stocks</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\">\nOptions Traders Bet on More Volatility in a Bad Year for Tech Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-24 21:54 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.wsj.com/livecoverage/stock-market-news-today-2022-10-24/card/options-traders-bet-on-more-volatility-d5jYtBT9VE55N9TP7wwt?page=1><strong>The Wall Street Journal</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Large swings for big technology stocks have been common this year during a head-spinning stretch that has dragged the group down.Some of the biggest one-day changes in market value in history have ...</p>\n\n<a href=\"https://www.wsj.com/livecoverage/stock-market-news-today-2022-10-24/card/options-traders-bet-on-more-volatility-d5jYtBT9VE55N9TP7wwt?page=1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯","MSFT":"微软","GOOGL":"谷歌A",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","META":"Meta Platforms, Inc.","AMZN":"亚马逊","AAPL":"苹果"},"source_url":"https://www.wsj.com/livecoverage/stock-market-news-today-2022-10-24/card/options-traders-bet-on-more-volatility-d5jYtBT9VE55N9TP7wwt?page=1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121547995","content_text":"Large swings for big technology stocks have been common this year during a head-spinning stretch that has dragged the group down.Some of the biggest one-day changes in market value in history have happened in 2022 after big tech companies’ earnings. In February, a big drop in Amazon.com’s shares shaved $191 billion from its market value,the most everfor a company in a single day.Options traders appear to be betting the volatility will continue over the this week, when several big tech companies report their earnings results. (Their forecasts don’t indicate the direction of the move, only the size.)Options traders are wagering on around a 5.4% move in Apple shares after its earnings this week, above the average move of around 3.3% after the past eight earnings releases, according to Cboe Global Markets data.They’re betting on a roughly 7% move for Alphabet after its earnings and through Friday. The stock has swung around 5.1% on average after the past eight releases.Expectations for Meta’s post-earnings move are even higher, with a roughly 13% post-earnings move forecast through Friday. The stock has swung around 9.2% on average after the past eight releases, according to Cboe.The big swings for tech stocks have continued last week. Snap sharesplunged 28% Fridayafter it disclosed a further slowdown in sales growth and signaled the digital-ad market could remain sluggish. Something similar happened in July, when it posted its weakest-ever quarterly sales growth as a public company.Analysts expect earnings for the S&P 500’s communications sector, home to several of the big tech companies known as FAANG stocks, to decline by 13% this quarter, among the worst within the broader index. And all five FAANG stocks have posted double-digit declines this year after big simultaneous gains over the past three.","news_type":1},"isVote":1,"tweetType":1,"viewCount":87,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9917331806,"gmtCreate":1665441187605,"gmtModify":1676537604681,"author":{"id":"3581739666390904","authorId":"3581739666390904","name":"ArcticFox88","avatar":"https://static.tigerbbs.com/cb1f244ecf651567e5baa7863d330262","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581739666390904","authorIdStr":"3581739666390904"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/9917331806","repostId":"1129204631","repostType":4,"repost":{"id":"1129204631","kind":"news","pubTimestamp":1665415321,"share":"https://ttm.financial/m/news/1129204631?lang=&edition=fundamental","pubTime":"2022-10-10 23:22","market":"us","language":"en","title":"The 2022 Bear Market Cycle May Be Far From Over","url":"https://stock-news.laohu8.com/highlight/detail?id=1129204631","media":"Seeking Alpha","summary":"SummaryThe bear markets of 1937, 2000, and 2008 suggest a short-term bottom may be found in October.","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>The bear markets of 1937, 2000, and 2008 suggest a short-term bottom may be found in October.</li><li>However, that doesn&#39;t mean it will be the bottom.</li><li>Whether the market bottoms or not will depend on interest rates.</li></ul><p>The bear market of 2022 still has further to run based on historical trends and valuations versus interest rates. The 2022 S&amp;P 500 continues to trace bear markets of 1937, 2000, and 2008, which is more an indication of the ebb and flow of human nature than past and future events.</p><p>The mid-August peak served as another turning point for the S&amp;P 500, leading to a new September low. At this point, the historical references of the great bear markets of the past suggest another low is due sometime around October 25, give or take a couple of days, followed by an upward move and perhaps some consolidation.</p><p><img src=\"https://static.tigerbbs.com/49a5b3b87d56cd4bd4441ffe78d7917b\" tg-width=\"640\" tg-height=\"249\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p><b>An October New Low?</b></p><p>From a perspective of events that could lead to a continued decline and bottom at the end of October, a better-than-feared earnings season could be one such event. Whether a late October low will be the bottom or a short-term low is yet to be seen, but given how high valuations are, more work will need to be done for the bottom to be put in place.</p><p>It&#39;s All About Rates</p><p>The S&amp;P 500 earnings yield for 2022 minus the 10-Yr real yield is currently 4.56%. Historically, that is at the lower end of the range and associated with market tops, not bottoms. For example, the 4.5% region was visited in December 2016, January 2018, October 2018, and June 2020. The only case that didn&#39;t see a significant decline was in December 2016, when the index consolidated sideways for nearly three months.</p><p><img src=\"https://static.tigerbbs.com/cbe9b42330ab57d8cb7fcad9ad287b66\" tg-width=\"640\" tg-height=\"249\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>Since 2014, the average spread between the S&amp;P 500 current year earnings yields and the 10-Yr real yield has been around 5.2%, with a standard deviation range of 4.87% to 5.57%. Currently, the S&amp;P 500 premium to the 10-yr TIP is more than two standard deviations from the average. The spread would need to rise by 30 bps to get the index back to within one standard deviation, or by 65 bps to return to the historical average.</p><p><img src=\"https://static.tigerbbs.com/716b902ff03171d3d6501fc54cd5e4ff\" tg-width=\"640\" tg-height=\"348\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>Another 9% Decline?</p><p>The S&amp;P 500 has an earnings yield based on 2022 earnings estimates of 6.17%. An increase of 30 bps would increase the yield to 6.47%, and an increase of 60 bps would increase the yield to 6.77%. The earnings yield is simply the inverse of the PE ratio, which means the current PE ratio is 16.2 and would need to fall to 15.4 or 14.7 to bring the S&amp;P 500 back to a historically average fair value.</p><p>With the earnings estimates for 2022 currently tracking at $224.73, it would value the S&amp;P 500 in a range of 3,460 to 3,300. That would equal a further decline in the index of around 5% to 9%.</p><p><img src=\"https://static.tigerbbs.com/65e039fb8224601f45af66fa8d842e51\" tg-width=\"640\" tg-height=\"346\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>What will tell us when this bear market is over is more likely to be interest rates and the dollar index, as these will likely provide a much better signal than other metrics. Because if rates continue to rise, the S&amp;P 500 will need to continue to decline with the pace of rates risings.</p><p>Rate Cuts?</p><p>Typically, the 10-year minus the 2-year spread tells us when the Fed is about to start cutting rates. It is at the point where the spread begins to rise that tends to serve as the best reference for the end of a rate-hiking cycle and the start of a rate-cutting cycle.</p><p><img src=\"https://static.tigerbbs.com/446920a17ef8c631f042c4e6c66a83c5\" tg-width=\"640\" tg-height=\"249\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>As the market anticipates Fed rate cuts, the 2-Year yield begins to fall back to the 10-Year. It is the opposite, with the 10-2 year spread just recently making a new low in September and showing very little if no signs of turning higher.</p><p><img src=\"https://static.tigerbbs.com/4ebdd77840eddc274c550c53a8b6d962\" tg-width=\"640\" tg-height=\"249\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>Meanwhile, the best way to determine when the 10-2 Year spread may begin to rise is by looking at the unemployment rate because that tends to be a very good predictor of where yields are heading. Typically, when the unemployment starts to run higher, it indicates that the 10-2 year spread will widen, suggesting a rate cut cycle is near.</p><p><img src=\"https://static.tigerbbs.com/a37e7dfd2cd888c6f32ea805482bc8b2\" tg-width=\"640\" tg-height=\"249\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>In this case, Friday&#39;s job report showed the unemployment rate fell to 3.5% from 3.7% last month and back to its July lows. That leaves the spread between the ten and 2-year Treasury nowhere close to putting in a bottom, and means the Fed is probably nowhere close to finishing its rate hiking cycle.</p><p>If the Fed is nowhere close to finishing its rate hiking cycle, then rates probably aren&#39;t finished rising. Thus, the equity market bear market cycle probably still has further to run, even if the equity market finds a short-term bottom at the end of October.</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>The 2022 Bear Market Cycle May Be Far From Over</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe 2022 Bear Market Cycle May Be Far From Over\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-10 23:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4545463-2022-bear-market-cycle-far-from-over><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryThe bear markets of 1937, 2000, and 2008 suggest a short-term bottom may be found in October.However, that doesn't mean it will be the bottom.Whether the market bottoms or not will depend on ...</p>\n\n<a href=\"https://seekingalpha.com/article/4545463-2022-bear-market-cycle-far-from-over\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://seekingalpha.com/article/4545463-2022-bear-market-cycle-far-from-over","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129204631","content_text":"SummaryThe bear markets of 1937, 2000, and 2008 suggest a short-term bottom may be found in October.However, that doesn't mean it will be the bottom.Whether the market bottoms or not will depend on interest rates.The bear market of 2022 still has further to run based on historical trends and valuations versus interest rates. The 2022 S&P 500 continues to trace bear markets of 1937, 2000, and 2008, which is more an indication of the ebb and flow of human nature than past and future events.The mid-August peak served as another turning point for the S&P 500, leading to a new September low. At this point, the historical references of the great bear markets of the past suggest another low is due sometime around October 25, give or take a couple of days, followed by an upward move and perhaps some consolidation.BloombergAn October New Low?From a perspective of events that could lead to a continued decline and bottom at the end of October, a better-than-feared earnings season could be one such event. Whether a late October low will be the bottom or a short-term low is yet to be seen, but given how high valuations are, more work will need to be done for the bottom to be put in place.It's All About RatesThe S&P 500 earnings yield for 2022 minus the 10-Yr real yield is currently 4.56%. Historically, that is at the lower end of the range and associated with market tops, not bottoms. For example, the 4.5% region was visited in December 2016, January 2018, October 2018, and June 2020. The only case that didn't see a significant decline was in December 2016, when the index consolidated sideways for nearly three months.BloombergSince 2014, the average spread between the S&P 500 current year earnings yields and the 10-Yr real yield has been around 5.2%, with a standard deviation range of 4.87% to 5.57%. Currently, the S&P 500 premium to the 10-yr TIP is more than two standard deviations from the average. The spread would need to rise by 30 bps to get the index back to within one standard deviation, or by 65 bps to return to the historical average.BloombergAnother 9% Decline?The S&P 500 has an earnings yield based on 2022 earnings estimates of 6.17%. An increase of 30 bps would increase the yield to 6.47%, and an increase of 60 bps would increase the yield to 6.77%. The earnings yield is simply the inverse of the PE ratio, which means the current PE ratio is 16.2 and would need to fall to 15.4 or 14.7 to bring the S&P 500 back to a historically average fair value.With the earnings estimates for 2022 currently tracking at $224.73, it would value the S&P 500 in a range of 3,460 to 3,300. That would equal a further decline in the index of around 5% to 9%.BloombergWhat will tell us when this bear market is over is more likely to be interest rates and the dollar index, as these will likely provide a much better signal than other metrics. Because if rates continue to rise, the S&P 500 will need to continue to decline with the pace of rates risings.Rate Cuts?Typically, the 10-year minus the 2-year spread tells us when the Fed is about to start cutting rates. It is at the point where the spread begins to rise that tends to serve as the best reference for the end of a rate-hiking cycle and the start of a rate-cutting cycle.BloombergAs the market anticipates Fed rate cuts, the 2-Year yield begins to fall back to the 10-Year. It is the opposite, with the 10-2 year spread just recently making a new low in September and showing very little if no signs of turning higher.BloombergMeanwhile, the best way to determine when the 10-2 Year spread may begin to rise is by looking at the unemployment rate because that tends to be a very good predictor of where yields are heading. Typically, when the unemployment starts to run higher, it indicates that the 10-2 year spread will widen, suggesting a rate cut cycle is near.BloombergIn this case, Friday's job report showed the unemployment rate fell to 3.5% from 3.7% last month and back to its July lows. That leaves the spread between the ten and 2-year Treasury nowhere close to putting in a bottom, and means the Fed is probably nowhere close to finishing its rate hiking cycle.If the Fed is nowhere close to finishing its rate hiking cycle, then rates probably aren't finished rising. Thus, the equity market bear market cycle probably still has further to run, even if the equity market finds a short-term bottom at the end of October.","news_type":1},"isVote":1,"tweetType":1,"viewCount":103,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9966396313,"gmtCreate":1669416432532,"gmtModify":1676538193825,"author":{"id":"3581739666390904","authorId":"3581739666390904","name":"ArcticFox88","avatar":"https://static.tigerbbs.com/cb1f244ecf651567e5baa7863d330262","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581739666390904","authorIdStr":"3581739666390904"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/9966396313","repostId":"2285438248","repostType":4,"repost":{"id":"2285438248","kind":"news","pubTimestamp":1669363390,"share":"https://ttm.financial/m/news/2285438248?lang=&edition=fundamental","pubTime":"2022-11-25 16:03","market":"us","language":"en","title":"Apple: Digesting This Souring Pie","url":"https://stock-news.laohu8.com/highlight/detail?id=2285438248","media":"Seeking Alpha","summary":"SummaryWe are short-term bearish on Apple, but outline a trade for when the stock falls again.We are","content":"<html><head></head><body><h2>Summary</h2><ul><li>We are short-term bearish on Apple, but outline a trade for when the stock falls again.</li><li>We are still in a rate hike cycle, and the general market has rallied hard.</li><li>Valuation is stretched considering growth has slowed to a crawl, and that does not even account for what a mild or moderate recession could look like.</li><li>There are major issues with production.</li><li>Let it fall.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/98aaa6991c907012babe7fa574645eb8\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\"/><span>kimberrywood/iStock via Getty Images</span></p><p>We want to start this column by stating that Apple (NASDAQ:AAPL) is one of our core holdings, and our analysts all own it in their personal long-term accounts for close to a decade. But, when Apple surged inlate summer, we started selling chunks of the position. We are short-term bearish here, though we are buyers lower. Look, this is one of the greatest companies ever. No doubt. But, this is still a stock, and we like to trade around the core position. In this column, we highlight fundamental concerns that we have in the near-term. We are glad we were selling on strength in September and again in late October. Now, we sold more small pieces of more than just Apple, but it was our take that we could come back to Apple and repurchase the shares at better levels, and a more reasonable valuation. Shares are now down about 12% from where we sold some, and about 7% from our last round of selling. We want the stock to come lower before coming back in. The market has been up big the last few weeks, and Apple has not done much. Apple also has a lot of problems in China. It also has chip issues, and there are questions on demand. We would let it drop ideally to $130 again, which we think is easily in the cards. It will only take a few bad sessions, and we are in an interest rate hiking cycle. Like it or not, the market right now may be a touch overbought, even though it was recovering from an oversold situation. Use this to your advantage to compound gains in this great stock. Let it come down.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e59b276b117db7b1fe6933c4048b4d34\" tg-width=\"640\" tg-height=\"347\" referrerpolicy=\"no-referrer\"/><span>BAD BEAT Investing</span></p><p>Here is how we would play this. This trade is outlined for possible new money coming into the stock. We do think we are in a mild buy zone in the mid $140s, and a strong buy zone in the low 130s. We suspect shares will fall, we are bearish short-term, but here is how we would get long.</p><p>The play</p><p>Target entry 1: $144-$145 (25% of position)</p><p>Target entry 2: $135-$136 (30% of position)</p><p>Target entry 3: $130-$131 (45% of position)</p><p>With the VIX down to about 21, call options can be purchased. Frankly, with the high volume and liquidity, we like LEAPS. Go out 13 months, and look to $150 strikes. You can also scale into them, and look to exit on a rally that puts you up at least 30%. Lots of time, and the calls are cheaper than they have been in months. We are short-term bearish, but long-term bullish.</p><h2>Performance discussion</h2><p>The performance of the company remains strong. The recently reported Q4 was well covered by many of our colleagues but we would like to reiterate a few highlights as they are integral to deciding to still hold a core position, even if we are trading around ours.</p><p>Yes, Q3 2022 was another fourth-quarter record revenue of $90.1 billion. These revenues rose nicely by 8% year-over-year. Folks, once again there was solid growth in products and services. The company just grows reliably as it penetrates new markets, and continues to be a dominating brand. The products revenue jumped 9% to $71.0 billion vs. $65.1 billion a year ago. Within the products there was strength in all lines except iPad. Could consumers be saturated with products? The question is whether consumers will now delay upgrades with a possible recession coming. The risk is real. It does not mean the company is going to see massive declines. But the pace of growth could potentially stall to flat if the recession is moderate. iPhone continues to be a winner, with iPhone revenue of $42.6 billion vs. $38.9 billion a year ago, a 9.5% gain. Winning. Mac revenue rose a strong 25% to $11.5 billion. Strong, but this strength was offset by lower sales of iPads, where revenue fell 13.1% to $7.2 billion. But accessories and wearables remained strong as revenue grew 8.5% to $9.7 billion. At the same time, service revenue remains solid, which grew to $19.2 billion.</p><p>We think it is worth noting the gains, because it suggests demand is still robust. There have been questions on demand for devices, but thus far, it remains strong. The holiday quarter here will be telling, and we standby the risk to demand should recession hit. Margins remains strong, as the cost of sales rose at a commensurate pace with revenue growth. Gross margins were 53.7%. Stellar, but did dip from 54.0% last year. Very mildly bearish, but something to watch as inflation is leading to higher input and material cost, as well as labor. Operating expenses rose over 15%, with higher research and development costs weighing. Still, the company generated over $24 billion in operating cash flow, which is strong.</p><p>Overall, the EPS of $1.29 rose 4% from a year ago, and surpassed consensus by $0.02. Annual EPS was $6.11. At $150 the stock is relatively expensive at 24.5X trailing EPS. On a forward looking basis, we have concerns over impacts to both supply and demand, as well as rising costs. This makes us justified in our selling 20-25 points higher. Shares are expensive, but the growth was 9% from 2021 to 2022. We are overpaying for modest growth, even with all of the amazing innovation from the company, the solid cash hoard, share repurchases, and the dividends. Mathematically, there are concerns, but this is why we view $135 or less as a good entry. At that level, 22X is more reasonable, and, when we think about fiscal 2023 earnings, we are factoring in minimal growth, and continued cost pressures. We are looking for revenue to grow 2-3%, and EPS to be up 2%-5%, assuming we do face a mild recession, and lower if it is worse. An early look suggests $6.25-$6.45, not counting any possible future share repurchases. This is why we are cautious, but at the midpoint, and at our last leg, just over 20X EPS. That would still be richly valued, but we still assign brand name premium here, and have to give credit for the huge cash on hand.</p><h2>Now, why do we think shares can and will fall?</h2><p>There are several ongoing issues. Do not mistake possible slower rate hikes as lower rates. We are still hiking here folks. The Fed wants a slowdown in the economy, and if we see unemployment build, wages normalize, and a still elevated dollar, Apple will face pressure. It will not be immune. This is just reality. But we have deeper issues on the supply side of things, as well as possible demand concerns.</p><p>China is a huge risk here. Apple would likely love to be divorced from the company if it could, but right now, it relies heavily on international production. Folks, the ongoing Chinese &#34;zero-Covid policy&#34; has caused huge issues with new iPhone 14 Pro production. With all of the COVID lockdowns many employees have left Foxconn, and now they are down nearly 100,000 employees. They simply cannot replace them in time. As such, two weeks ago Apple warned shipments would be heavily impacted. The supplier just does not have the capacity to meet the order demand, but is trying to tweak production schedules in China.</p><p>Now, supposedly, there has been hopes of China easing off its zero COVID policy. Markets got super bullish on this news recently, but we are now learning there are massive outbreaks again. We find it very tough to believe China will back off fully on this stance, despite the economic carnage the draconian lockdowns have caused. The factories where Apple&#39;s products are made is still subject to restrictions. Cases are skyrocketing. We would love to be wrong, but we think you are going to see more COVID restrictions. To help meet some of the demand, Foxconn will boost production in India but this is a longer-term impact as it will take a few years to staff as needed.</p><p>These concerns have led to downgrades to shipment estimates. JP Morgan sees the impact being as many as 5 million less iPhones in the holiday quarter, and that is just for the 14. At about $1,000 a pop let&#39;s say, well, you can do the math, its impacting $5 billion of shipments. That is a problem.</p><p>Here is the other issue. Apple has to be very careful. If they irritate the very sensitive Chinese government, it could put about 1/5th of its revenues at stake.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1581e9fbec92a0c8dde081063f426c2a\" tg-width=\"640\" tg-height=\"111\" referrerpolicy=\"no-referrer\"/><span>Apple 10-K October 2022</span></p><p>Folks, there are tons of sales in China. So it has to be very cautious and let China call the shots over there. If China hinted at some sort of ban or even limitations, the stock would crater.</p><p>For now, we believe the company will toe the line, and hope that China does ease its aggressive fight against COVID to help production. While the iPhones will eventually be shipped and revenue still come in, this is a good way to alienate customers who may not be as loyal as others and push them to other devices. This is a true risk.</p><h2>Take home</h2><p>Honestly we are bearish in the short-term, but want to use the weakness when it comes to do some buying. We rate the shares as bearish here, because we are near-term bearish. However, we have set up a trade. We have to wait for the pullback. The market has rallied hard. A few bad sessions is all it will take to lower Apple shares further. Any more negative news from China, or other production issues will hurt. Growth has stalled, and that is not even factoring in the potential impacts of a recession. Let it fall another 10% or so.</p><p><i>This article is written by </i><i>Quad 7 Capital</i><i> for reference only. Please note the risks.</i></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>Apple: Digesting This Souring Pie</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple: Digesting This Souring Pie\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-25 16:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4560362-apple-digesting-this-souring-pie><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryWe are short-term bearish on Apple, but outline a trade for when the stock falls again.We are still in a rate hike cycle, and the general market has rallied hard.Valuation is stretched ...</p>\n\n<a href=\"https://seekingalpha.com/article/4560362-apple-digesting-this-souring-pie\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4560362-apple-digesting-this-souring-pie","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2285438248","content_text":"SummaryWe are short-term bearish on Apple, but outline a trade for when the stock falls again.We are still in a rate hike cycle, and the general market has rallied hard.Valuation is stretched considering growth has slowed to a crawl, and that does not even account for what a mild or moderate recession could look like.There are major issues with production.Let it fall.kimberrywood/iStock via Getty ImagesWe want to start this column by stating that Apple (NASDAQ:AAPL) is one of our core holdings, and our analysts all own it in their personal long-term accounts for close to a decade. But, when Apple surged inlate summer, we started selling chunks of the position. We are short-term bearish here, though we are buyers lower. Look, this is one of the greatest companies ever. No doubt. But, this is still a stock, and we like to trade around the core position. In this column, we highlight fundamental concerns that we have in the near-term. We are glad we were selling on strength in September and again in late October. Now, we sold more small pieces of more than just Apple, but it was our take that we could come back to Apple and repurchase the shares at better levels, and a more reasonable valuation. Shares are now down about 12% from where we sold some, and about 7% from our last round of selling. We want the stock to come lower before coming back in. The market has been up big the last few weeks, and Apple has not done much. Apple also has a lot of problems in China. It also has chip issues, and there are questions on demand. We would let it drop ideally to $130 again, which we think is easily in the cards. It will only take a few bad sessions, and we are in an interest rate hiking cycle. Like it or not, the market right now may be a touch overbought, even though it was recovering from an oversold situation. Use this to your advantage to compound gains in this great stock. Let it come down.BAD BEAT InvestingHere is how we would play this. This trade is outlined for possible new money coming into the stock. We do think we are in a mild buy zone in the mid $140s, and a strong buy zone in the low 130s. We suspect shares will fall, we are bearish short-term, but here is how we would get long.The playTarget entry 1: $144-$145 (25% of position)Target entry 2: $135-$136 (30% of position)Target entry 3: $130-$131 (45% of position)With the VIX down to about 21, call options can be purchased. Frankly, with the high volume and liquidity, we like LEAPS. Go out 13 months, and look to $150 strikes. You can also scale into them, and look to exit on a rally that puts you up at least 30%. Lots of time, and the calls are cheaper than they have been in months. We are short-term bearish, but long-term bullish.Performance discussionThe performance of the company remains strong. The recently reported Q4 was well covered by many of our colleagues but we would like to reiterate a few highlights as they are integral to deciding to still hold a core position, even if we are trading around ours.Yes, Q3 2022 was another fourth-quarter record revenue of $90.1 billion. These revenues rose nicely by 8% year-over-year. Folks, once again there was solid growth in products and services. The company just grows reliably as it penetrates new markets, and continues to be a dominating brand. The products revenue jumped 9% to $71.0 billion vs. $65.1 billion a year ago. Within the products there was strength in all lines except iPad. Could consumers be saturated with products? The question is whether consumers will now delay upgrades with a possible recession coming. The risk is real. It does not mean the company is going to see massive declines. But the pace of growth could potentially stall to flat if the recession is moderate. iPhone continues to be a winner, with iPhone revenue of $42.6 billion vs. $38.9 billion a year ago, a 9.5% gain. Winning. Mac revenue rose a strong 25% to $11.5 billion. Strong, but this strength was offset by lower sales of iPads, where revenue fell 13.1% to $7.2 billion. But accessories and wearables remained strong as revenue grew 8.5% to $9.7 billion. At the same time, service revenue remains solid, which grew to $19.2 billion.We think it is worth noting the gains, because it suggests demand is still robust. There have been questions on demand for devices, but thus far, it remains strong. The holiday quarter here will be telling, and we standby the risk to demand should recession hit. Margins remains strong, as the cost of sales rose at a commensurate pace with revenue growth. Gross margins were 53.7%. Stellar, but did dip from 54.0% last year. Very mildly bearish, but something to watch as inflation is leading to higher input and material cost, as well as labor. Operating expenses rose over 15%, with higher research and development costs weighing. Still, the company generated over $24 billion in operating cash flow, which is strong.Overall, the EPS of $1.29 rose 4% from a year ago, and surpassed consensus by $0.02. Annual EPS was $6.11. At $150 the stock is relatively expensive at 24.5X trailing EPS. On a forward looking basis, we have concerns over impacts to both supply and demand, as well as rising costs. This makes us justified in our selling 20-25 points higher. Shares are expensive, but the growth was 9% from 2021 to 2022. We are overpaying for modest growth, even with all of the amazing innovation from the company, the solid cash hoard, share repurchases, and the dividends. Mathematically, there are concerns, but this is why we view $135 or less as a good entry. At that level, 22X is more reasonable, and, when we think about fiscal 2023 earnings, we are factoring in minimal growth, and continued cost pressures. We are looking for revenue to grow 2-3%, and EPS to be up 2%-5%, assuming we do face a mild recession, and lower if it is worse. An early look suggests $6.25-$6.45, not counting any possible future share repurchases. This is why we are cautious, but at the midpoint, and at our last leg, just over 20X EPS. That would still be richly valued, but we still assign brand name premium here, and have to give credit for the huge cash on hand.Now, why do we think shares can and will fall?There are several ongoing issues. Do not mistake possible slower rate hikes as lower rates. We are still hiking here folks. The Fed wants a slowdown in the economy, and if we see unemployment build, wages normalize, and a still elevated dollar, Apple will face pressure. It will not be immune. This is just reality. But we have deeper issues on the supply side of things, as well as possible demand concerns.China is a huge risk here. Apple would likely love to be divorced from the company if it could, but right now, it relies heavily on international production. Folks, the ongoing Chinese \"zero-Covid policy\" has caused huge issues with new iPhone 14 Pro production. With all of the COVID lockdowns many employees have left Foxconn, and now they are down nearly 100,000 employees. They simply cannot replace them in time. As such, two weeks ago Apple warned shipments would be heavily impacted. The supplier just does not have the capacity to meet the order demand, but is trying to tweak production schedules in China.Now, supposedly, there has been hopes of China easing off its zero COVID policy. Markets got super bullish on this news recently, but we are now learning there are massive outbreaks again. We find it very tough to believe China will back off fully on this stance, despite the economic carnage the draconian lockdowns have caused. The factories where Apple's products are made is still subject to restrictions. Cases are skyrocketing. We would love to be wrong, but we think you are going to see more COVID restrictions. To help meet some of the demand, Foxconn will boost production in India but this is a longer-term impact as it will take a few years to staff as needed.These concerns have led to downgrades to shipment estimates. JP Morgan sees the impact being as many as 5 million less iPhones in the holiday quarter, and that is just for the 14. At about $1,000 a pop let's say, well, you can do the math, its impacting $5 billion of shipments. That is a problem.Here is the other issue. Apple has to be very careful. If they irritate the very sensitive Chinese government, it could put about 1/5th of its revenues at stake.Apple 10-K October 2022Folks, there are tons of sales in China. So it has to be very cautious and let China call the shots over there. If China hinted at some sort of ban or even limitations, the stock would crater.For now, we believe the company will toe the line, and hope that China does ease its aggressive fight against COVID to help production. While the iPhones will eventually be shipped and revenue still come in, this is a good way to alienate customers who may not be as loyal as others and push them to other devices. This is a true risk.Take homeHonestly we are bearish in the short-term, but want to use the weakness when it comes to do some buying. We rate the shares as bearish here, because we are near-term bearish. However, we have set up a trade. We have to wait for the pullback. The market has rallied hard. A few bad sessions is all it will take to lower Apple shares further. Any more negative news from China, or other production issues will hurt. Growth has stalled, and that is not even factoring in the potential impacts of a recession. Let it fall another 10% or so.This article is written by Quad 7 Capital for reference only. Please note the risks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":210,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9915574003,"gmtCreate":1665095100102,"gmtModify":1676537554349,"author":{"id":"3581739666390904","authorId":"3581739666390904","name":"ArcticFox88","avatar":"https://static.tigerbbs.com/cb1f244ecf651567e5baa7863d330262","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581739666390904","authorIdStr":"3581739666390904"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9915574003","repostId":"2273840514","repostType":4,"repost":{"id":"2273840514","kind":"news","pubTimestamp":1665044703,"share":"https://ttm.financial/m/news/2273840514?lang=&edition=fundamental","pubTime":"2022-10-06 16:25","market":"us","language":"en","title":"Tesla: Agree To Buy At $200, Get Instant 3%","url":"https://stock-news.laohu8.com/highlight/detail?id=2273840514","media":"Seeking Alpha","summary":"Return:The premium collected  for setting aside $20,000 represents a 3% return for a month. This is a handy return anytime and even more so in the current market environment. At this time, the market assigns at 77.20% probability that Tesla remains above $200 by expiration on November 4th. To reiterate the impact of the recent stock split, the same transaction would have required $60,000 to be set aside as we'd have been talking about a $600 strike price. Granted, the premium returns would be hi","content":"<html><head></head><body><h2>Summary</h2><ul><li>A 10% haircut after losing 36% from highs makes Tesla more attractive.</li><li>This article explains why $200 is attractive to us.</li><li>Always be aware of your risks when dealing with options. Play safe.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e7f3cb26254a710c00fc93610b6f816b\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\"/><span>jetcityimage</span></p><p>Tesla (NASDAQ:TSLA) lost nearly 10% of its stock price recently after deliveries underwhelmed as Seeking Alpha has covered here. These are strange times for the stock market as companies that are worth a Trillion lose in oneday what most companies are not even worth in their lifetime. Keep in mind, Tesla lost nearly 10% on a day the market rebounded. If the recent sentiment prevails on Tesla (as we are betting), then the next few red days for the market will be much harder for Tesla longs. But, with such pain come opportunities for those who can stomach the wild rides.</p><p>The stock is rebounding a bit in premarket due to the general market mood and the news that Cathy Wood dipped into the sell-off. But we strongly believe the next few days will provide some juicy opportunities for those willing to sell cash-secured puts. Tesla&#39;s recent stock split makes these transactions a lot easier for retail investors. Before the recent 3:1 split, selling a single contract for 100 shares would have required three times the capital to be set aside. Let us use the chain below as an example and see how things look now post-split.</p><h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/169ef27872a01b2f4e10b8f2bbb3595a\" tg-width=\"640\" tg-height=\"149\" referrerpolicy=\"no-referrer\"/><span>TSLA Option Chain (Think or Swim)</span></p>Key data points</h2><ul><li>Strike Price: $200</li><li>Expiration Date: November 4th, 2022, exactly a month from today.</li><li>Premium: $6/share, for a total of $600.</li></ul><p>In simple words, the put seller collects $600 immediately to buy 100 shares of Tesla at $200 if the stock reaches $200 or below by November 4th, 2022. Bear in mind that time decay is in favor of the option seller, meaning as days go by, the option values decline.</p><h2>What&#39;s the expected return and possible outcomes?</h2><p><b>Return:</b> The premium collected ($600) for setting aside $20,000 represents a 3% return for a month. This is a handy return anytime and even more so in the current market environment. At this time, the market assigns at 77.20% probability that Tesla remains above $200 by expiration on November 4th. To reiterate the impact of the recent stock split, the same transaction would have required $60,000 to be set aside as we&#39;d have been talking about a $600 strike price. Granted, the premium returns would be higher (in dollar), but it is common sense that more investors can afford $20,000 compared to those who can afford $60,000.</p><p><i>Outcome #1:</i> If Tesla stays above $200 by the expiration date, the option seller just retains the premium mentioned above. The option seller will not be obligated to buy the shares.</p><p><i>Outcome #2:</i> If Tesla goes below $200 by the expiration date, the option seller will be forced to buy 100 shares at $200, irrespective of where the stock trades at that time. Keeping the premium netted in mind, the average cost, in this case, will be $194 ($200 minus $6).</p><p><i>Outcome #3:</i> As an option seller, one can &#34;buy to close&#34; anytime instead of waiting till the expiration date. That may be appealing to those who have the time and patience to play short-dated options many times over. But we typically let the option expire before choosing another chain (or another stock).</p><p>Outcome #4: We will write in detail about this in a future article, but we wanted to mention this as many readers of the Amazon (AMZN) article pointed out. An option seller can always roll into future dated options. That is, instead of getting out of the game entirely by following one of the first three outcomes above, you can close the current option and initiate a new chain with a different strike/expiration/premium combination as a single transaction. There are risks and advantages to this as we plan to describe later.</p><h2>Why $200 Looks attractive?</h2><ul><li><b>Trend:</b> Apart from being a nice round number, $200 is about 20% below the current market price, a bear market by itself by definition. That is on top of the 36% already lost from highs, making $200 more than 50% off from highs. In our view, that is a compelling enough pullback for a company that still has many growth avenues in front of it.</li><li><b>Valuation:</b> At $200, Tesla will be trading at a PEG ratio of less than 1. This is based on a forward multiple of 46 [$200 divided by forward EPS of $4.32] and the five year expected growth rate of 55%. As avid followers of Growth at Reasonable Price [GARP] would attest, a PEG of less than 1 makes a stock more attractive.</li><li><b>Technical:</b> From a technical standpoint, $200 has historically offered plenty of support to the stock. As shown in the chart below, the stock has bounced off from $200 level at least five times in the last two years.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0ff7c149c2736d5d318a9f05d5f660af\" tg-width=\"640\" tg-height=\"314\" referrerpolicy=\"no-referrer\"/><span>TSLA Chart (Google Charts)</span></p><h2>Many ways to skin the cat</h2><p>If the $200 strike price and the 3% premium return don&#39;t appeal to you and if you are looking for a higher premium return, consider strike price like the one below. In this example, the options seller agrees to buy 100 shares of Tesla at $220 should the stock reach that by November 4th, while collecting a premium of about $11 per share. That&#39;s a much higher return of 5% return in a month, but the risk the seller takes here is that the strike price is just 10% away from the current market price. One more day like yesterday, and you may be obligated to buy the shares. That is not necessarily a good or bad thing. It just depends on what your priority is.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2e27902d5809db65325baf7bd85b6e4f\" tg-width=\"640\" tg-height=\"212\" referrerpolicy=\"no-referrer\"/><span>TSLA Chain (Think or Swim)</span></p><h2>Be aware of your risks and choices</h2><p>Once again, please bear in mind that if your primary interest is in getting premiums, selling puts during down-trending markets may not be the best strategy. If the market blood bath continues, your stock may reach the strike price before you blink. However, if your interest is in acquiring the stock should things fall further, this is a wise strategy. The added income through premium does not hurt either. If you already hold at least 100 shares of Tesla, you may want to consider selling covered call if you understand that strategy. This article explains some basics of it.</p><h2>Conclusion</h2><p>Tesla is a volatile company. TSLA is a volatile stock. Tesla is led by a volatile man. And the market is volatile these days. That makes it a double-double-whammy. In such cases, we tend to prefer lower strike prices. If we do get assigned Tesla at the $200 strike price, we will be glad to hold it for the long term for the reasons mentioned above. But that&#39;s us. What is your opinion of Tesla here? Do you believe it will still be overvalued buying at $200? Please leave your comments and opinions below.</p><p><i>This article is written by Tradevestor for reference only. Please note the risks.</i></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>Tesla: Agree To Buy At $200, Get Instant 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\">\nTesla: Agree To Buy At $200, Get Instant 3%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-06 16:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4544869-tesla-agree-to-buy-at-200-get-instant-3-percent><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryA 10% haircut after losing 36% from highs makes Tesla more attractive.This article explains why $200 is attractive to us.Always be aware of your risks when dealing with options. Play safe....</p>\n\n<a href=\"https://seekingalpha.com/article/4544869-tesla-agree-to-buy-at-200-get-instant-3-percent\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4544869-tesla-agree-to-buy-at-200-get-instant-3-percent","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2273840514","content_text":"SummaryA 10% haircut after losing 36% from highs makes Tesla more attractive.This article explains why $200 is attractive to us.Always be aware of your risks when dealing with options. Play safe.jetcityimageTesla (NASDAQ:TSLA) lost nearly 10% of its stock price recently after deliveries underwhelmed as Seeking Alpha has covered here. These are strange times for the stock market as companies that are worth a Trillion lose in oneday what most companies are not even worth in their lifetime. Keep in mind, Tesla lost nearly 10% on a day the market rebounded. If the recent sentiment prevails on Tesla (as we are betting), then the next few red days for the market will be much harder for Tesla longs. But, with such pain come opportunities for those who can stomach the wild rides.The stock is rebounding a bit in premarket due to the general market mood and the news that Cathy Wood dipped into the sell-off. But we strongly believe the next few days will provide some juicy opportunities for those willing to sell cash-secured puts. Tesla's recent stock split makes these transactions a lot easier for retail investors. Before the recent 3:1 split, selling a single contract for 100 shares would have required three times the capital to be set aside. Let us use the chain below as an example and see how things look now post-split.TSLA Option Chain (Think or Swim)Key data pointsStrike Price: $200Expiration Date: November 4th, 2022, exactly a month from today.Premium: $6/share, for a total of $600.In simple words, the put seller collects $600 immediately to buy 100 shares of Tesla at $200 if the stock reaches $200 or below by November 4th, 2022. Bear in mind that time decay is in favor of the option seller, meaning as days go by, the option values decline.What's the expected return and possible outcomes?Return: The premium collected ($600) for setting aside $20,000 represents a 3% return for a month. This is a handy return anytime and even more so in the current market environment. At this time, the market assigns at 77.20% probability that Tesla remains above $200 by expiration on November 4th. To reiterate the impact of the recent stock split, the same transaction would have required $60,000 to be set aside as we'd have been talking about a $600 strike price. Granted, the premium returns would be higher (in dollar), but it is common sense that more investors can afford $20,000 compared to those who can afford $60,000.Outcome #1: If Tesla stays above $200 by the expiration date, the option seller just retains the premium mentioned above. The option seller will not be obligated to buy the shares.Outcome #2: If Tesla goes below $200 by the expiration date, the option seller will be forced to buy 100 shares at $200, irrespective of where the stock trades at that time. Keeping the premium netted in mind, the average cost, in this case, will be $194 ($200 minus $6).Outcome #3: As an option seller, one can \"buy to close\" anytime instead of waiting till the expiration date. That may be appealing to those who have the time and patience to play short-dated options many times over. But we typically let the option expire before choosing another chain (or another stock).Outcome #4: We will write in detail about this in a future article, but we wanted to mention this as many readers of the Amazon (AMZN) article pointed out. An option seller can always roll into future dated options. That is, instead of getting out of the game entirely by following one of the first three outcomes above, you can close the current option and initiate a new chain with a different strike/expiration/premium combination as a single transaction. There are risks and advantages to this as we plan to describe later.Why $200 Looks attractive?Trend: Apart from being a nice round number, $200 is about 20% below the current market price, a bear market by itself by definition. That is on top of the 36% already lost from highs, making $200 more than 50% off from highs. In our view, that is a compelling enough pullback for a company that still has many growth avenues in front of it.Valuation: At $200, Tesla will be trading at a PEG ratio of less than 1. This is based on a forward multiple of 46 [$200 divided by forward EPS of $4.32] and the five year expected growth rate of 55%. As avid followers of Growth at Reasonable Price [GARP] would attest, a PEG of less than 1 makes a stock more attractive.Technical: From a technical standpoint, $200 has historically offered plenty of support to the stock. As shown in the chart below, the stock has bounced off from $200 level at least five times in the last two years.TSLA Chart (Google Charts)Many ways to skin the catIf the $200 strike price and the 3% premium return don't appeal to you and if you are looking for a higher premium return, consider strike price like the one below. In this example, the options seller agrees to buy 100 shares of Tesla at $220 should the stock reach that by November 4th, while collecting a premium of about $11 per share. That's a much higher return of 5% return in a month, but the risk the seller takes here is that the strike price is just 10% away from the current market price. One more day like yesterday, and you may be obligated to buy the shares. That is not necessarily a good or bad thing. It just depends on what your priority is.TSLA Chain (Think or Swim)Be aware of your risks and choicesOnce again, please bear in mind that if your primary interest is in getting premiums, selling puts during down-trending markets may not be the best strategy. If the market blood bath continues, your stock may reach the strike price before you blink. However, if your interest is in acquiring the stock should things fall further, this is a wise strategy. The added income through premium does not hurt either. If you already hold at least 100 shares of Tesla, you may want to consider selling covered call if you understand that strategy. This article explains some basics of it.ConclusionTesla is a volatile company. TSLA is a volatile stock. Tesla is led by a volatile man. And the market is volatile these days. That makes it a double-double-whammy. In such cases, we tend to prefer lower strike prices. If we do get assigned Tesla at the $200 strike price, we will be glad to hold it for the long term for the reasons mentioned above. But that's us. What is your opinion of Tesla here? Do you believe it will still be overvalued buying at $200? Please leave your comments and opinions below.This article is written by Tradevestor for reference only. Please note the risks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":44,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9918968053,"gmtCreate":1664317576674,"gmtModify":1676537429450,"author":{"id":"3581739666390904","authorId":"3581739666390904","name":"ArcticFox88","avatar":"https://static.tigerbbs.com/cb1f244ecf651567e5baa7863d330262","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581739666390904","authorIdStr":"3581739666390904"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/9918968053","repostId":"1123978281","repostType":4,"repost":{"id":"1123978281","kind":"news","pubTimestamp":1664291602,"share":"https://ttm.financial/m/news/1123978281?lang=&edition=fundamental","pubTime":"2022-09-27 23:13","market":"us","language":"en","title":"Why Does the Street Consider Apple Stock to be a “Strong Buy”?","url":"https://stock-news.laohu8.com/highlight/detail?id=1123978281","media":"TipRanks","summary":"Story HighlightsWhile Apple, like other tech stocks, is under pressure due to rising interest rates ","content":"<div>\n<p>Story HighlightsWhile Apple, like other tech stocks, is under pressure due to rising interest rates and an impending recession, Wall Street analysts continue to be bullish on the long-term prospects ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/why-does-the-street-consider-apple-stock-nasdaqaapl-to-be-a-strong-buy\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Does the Street Consider Apple Stock to be a “Strong Buy”?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-27 23:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/why-does-the-street-consider-apple-stock-nasdaqaapl-to-be-a-strong-buy><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Story HighlightsWhile Apple, like other tech stocks, is under pressure due to rising interest rates and an impending recession, Wall Street analysts continue to be bullish on the long-term prospects ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/why-does-the-street-consider-apple-stock-nasdaqaapl-to-be-a-strong-buy\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.tipranks.com/news/article/why-does-the-street-consider-apple-stock-nasdaqaapl-to-be-a-strong-buy","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123978281","content_text":"Story HighlightsWhile Apple, like other tech stocks, is under pressure due to rising interest rates and an impending recession, Wall Street analysts continue to be bullish on the long-term prospects of the iPhone maker.Investors are bracing for more trouble as the aggressive rate hikes by the Federal Reserve to tame inflation are expected to push the U.S. economy into recession. The S&P 500  (SPX) and NASDAQ 100 (NDX) have declined 23.3% and over 31% year-to-date, respectively. While many tech stocks have been clobbered this year, Apple’s (NASDAQ:AAPL) stock has shown some amount of resilience and is down 15% year-to-date. Most Wall Street analysts remain bullish about the tech giant based on its strong track record, continued innovation, and progress into new growth areas like fintech.Apple is Well-Positioned for Long-Term GrowthApple’s Q3 Fiscal 2022 (ended June 30, 2022) revenue increased 1.9% to nearly $83 billion, but earnings per share fell 8% to $1.20. That said, the company managed to top analysts’ expectations for both key metrics.While Apple cautioned investors about near-term pressures, including currency headwinds and supply chain woes, it expects revenue growth to accelerate in the September quarter compared to the June quarter.Meanwhile, Apple is diversifying its manufacturing footprint amid production disruptions in China. Apple recently announced that it would be manufacturing the iPhone 14 in India. The company has been manufacturing old models of iPhones in India but this time it is going ahead with the production of a newly launched device. The move is expected to boost Apple’s prospects in a lucrative market like India.Additionally, Apple continues to deepen customer engagement with its services business, which includes sales from Applecare, advertising, cloud, payment, and other services. Note that the company’s services business is more profitable than its products segment. The company has been advancing in the attractive financial services market through solutions like Apple Pay and Apple Wallet.Back in June, Apple announced that it will launch a buy now, pay later service called Apple Pay Later. The facility will allow customers to split their purchase into four equal payments that can be spread over six weeks. Earlier this year, Apple rolled out its Tap to Pay on iPhone feature that enables contactless payments.Is Apple a Buy or Sell Now?In a recent research note to investors, Wedbush Securities analyst Daniel Ives noted that the iPhone 14 is likely witnessing “brisk sales” as wait times are getting longer. The analyst stated, “Wait times on many iPhone Pro 14 models are now 4-6 weeks for Apple customers and lengthening into November.” Ives stated that the overall demand for Pro is 8% to 10% ahead of his expectations.The analyst also sees strong sales in China, mainly via e-commerce channels. He expects China’s business to be a vital factor in Apple’s growth story and estimates that nearly 30% of iPhone customers in China “are in the window of an upgrade opportunity.”Despite macro pressures, Ives believes that Apple’s growth story “remains a bright spot in the tech landscape with darker clouds abound in many pockets of consumer tech.” Ives reiterated a Buy rating on AAPL stock with a price target of $220.All in all, Apple scores the Street’s Strong Buy consensus rating based on 23 Buys, four Holds, and one Sell rating. The average Apple price target of $183.45 suggests nearly 22% upside potential from current levels.ConclusionDespite macro pressures, Apple seems to be an attractive pick for the long haul based on strengths like continued innovation, solid growth potential for the services business, and strong execution.","news_type":1},"isVote":1,"tweetType":1,"viewCount":237,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}