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2022-07-18

Let's hope this sustains.

Airline and Cruise Company Stocks Climbed in Premarket Trading

2022-07-18

Politics has a part in this too.

Alibaba: A Qualitative Breakdown Of $500 Billion In Disappeared Market Cap

2022-06-01

A good stock to hold

Salesforce Shares Surged 13% in Morning Trading

2022-03-23

Coinbase's upside is tied to the general market view of crypto

3 Beaten-Down Tech Stocks With Up to 223% Upside, According to Wall Street

2022-02-12

So is the company a 1 trick pony?

Sorry, the original content has been removed

2022-02-12

Thanks for the tips

2 High-Yield Dividend Stocks That Are Trading Near Their 52-Week Lows

2021-12-14

Guess it is a good time to buy

EV stocks tumbled in morning trading, with Faraday Future down nearly 10% and NIO down over 7%

Go to Tiger App to see more news

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trading. Boeing shares once rose more than 3%","content":"<html><head></head><body><p>Airline and cruise company stocks climbed in premarket trading. Boeing shares once rose more than 3%.</p><p><img src=\"https://static.tigerbbs.com/603611ca1604a41fc3ca711e76f6eff1\" tg-width=\"398\" tg-height=\"359\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/09da9fb5d74497dbd96544d2a9a3a874\" tg-width=\"402\" tg-height=\"130\" referrerpolicy=\"no-referrer\"/></p><ul><li>Delta to announce deal for 100 Boeing 737 MAX 10 - sources</li><li>Lufthansa to firm up deal for 10 Boeing freighters - sources</li><li>Boeing &#39;very close&#39; to resuming 787 deliveries - executive</li><li>Cancelling 737 MAX 10 not a high probability - executive</li></ul></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\" 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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\">2022-07-18 16:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Airline and cruise company stocks climbed in premarket trading. Boeing shares once rose more than 3%.</p><p><img src=\"https://static.tigerbbs.com/603611ca1604a41fc3ca711e76f6eff1\" tg-width=\"398\" tg-height=\"359\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/09da9fb5d74497dbd96544d2a9a3a874\" tg-width=\"402\" tg-height=\"130\" referrerpolicy=\"no-referrer\"/></p><ul><li>Delta to announce deal for 100 Boeing 737 MAX 10 - sources</li><li>Lufthansa to firm up deal for 10 Boeing freighters - sources</li><li>Boeing &#39;very close&#39; to resuming 787 deliveries - executive</li><li>Cancelling 737 MAX 10 not a high probability - executive</li></ul></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DAL":"达美航空","SAVE":"Spirit Airlines","NCLH":"挪威邮轮","BA":"波音","UAL":"联合大陆航空","AAL":"美国航空","CCL":"嘉年华邮轮","JBLU":"捷蓝航空"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170370253","content_text":"Airline and cruise company stocks climbed in premarket trading. Boeing shares once rose more than 3%.Delta to announce deal for 100 Boeing 737 MAX 10 - sourcesLufthansa to firm up deal for 10 Boeing freighters - sourcesBoeing 'very close' to resuming 787 deliveries - executiveCancelling 737 MAX 10 not a high probability - 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too.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9075392088","repostId":"1176257132","repostType":4,"repost":{"id":"1176257132","kind":"news","pubTimestamp":1658116148,"share":"https://ttm.financial/m/news/1176257132?lang=&edition=fundamental","pubTime":"2022-07-18 11:49","market":"us","language":"en","title":"Alibaba: A Qualitative Breakdown Of $500 Billion In Disappeared Market Cap","url":"https://stock-news.laohu8.com/highlight/detail?id=1176257132","media":"Seeking Alpha","summary":"SummaryBABA has lost two-thirds (>$500 billion) in market cap since its peak in late 2020.This artic","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>BABA has lost two-thirds (&gt;$500 billion) in market cap since its peak in late 2020.</li><li>This article will break down the lost $500 bn into qualitative components:(i) lower profitability, (ii) slower growth, and (iii) higher risk premiums / required rates of returns by investors.</li><li>Current market valuations are effectively assuming these effects will persist into perpetuity.</li><li>Out of the three, lower profitability is likely reflective of a structural shift, but the other two may prove temporary and could change with time.</li></ul><p>NYSE:BABA has lost two-thirds (&gt;$500 billion) in market cap since its peak in late 2020. This article will review the tangible economic effects of the SAMR’s anticompetition policies on BABA’s business performance, including: (i) lower profitability, (ii) slower growth and (iii) higher risk premiums / required rates of returns by investors. Current market valuations are effectively assuming these effects will persist into perpetuity. Out of the three, lower profitability is likely reflective of a structural shift, but the other two may prove to be temporary and could change with time.</p><p><b>Lower profitability</b></p><p>A direct consequence of SAMR’s rules was to tilt the market landscape in favour of number two and smaller players relative to the incumbent. Indeed, management have repeatedly mentioned “increased competition” impacting the company’s core e-commerce segment on earnings calls since the regulatory shakeout.</p><p>To cope, (as well as to proactively portray the image of a good socially-responsible corporate citizen in front of government authorities), BABA is forced to:</p><ol><li>Provide more subsidies to merchants and partners (effectively discounted pricing)</li><li>Step up investment, either in the form of direct sales and marketing dollars or “strategic initiatives” investment</li></ol><p>This has resulted in EBITA margins dropping from 27% (average of 8 quarters leading up to the quarter ending Dec 2020 (3QFY21)) to 16% (average of 4 quarters leading up to the quarter ending Dec 2021 (3QFY22)).</p><p><img src=\"https://static.tigerbbs.com/ec9f30c463d38d513f90511dd9539909\" tg-width=\"640\" tg-height=\"375\" referrerpolicy=\"no-referrer\"/></p><p>Company filings</p><p>Looking back to early 2018, EBITA margins similarly dropped drastically from 40% to 30% when the company first launched its “new retail” initiative and remained at that lower level since. Similarly, BABA’s current investments in strategic initiatives reflect structural changes to the company’s business mix, and the most recent gap-down in margins may be here to stay.</p><p><b>Slower Growth</b></p><p>I include slowing growth as one of the economic effects resulting from SAMR’s anticompetition policies, but anticompetitive regulations drag on BABA’s growth only to the extent that they pressure BABA to reduce merchant fees (mentioned in point 1 under &#34;Lower Profitability&#34; above), which result in customer management revenue growing slower than GMV growth.</p><p>Given BABA’s 950 million annual active consumers covers two-thirds of the country’s 1.4 billion population, it is inevitable that the company’s growth trajectory will be affected by the macroeconomic picture, and this is regardless of what SAMR does and says. I review the latest macro indicators and then express my thoughts on how I view these levels of growth rates.</p><p>Beijing is targeting 5.5% annual GDP growth for 2022, but with first half growth at 2.5%, most analysts / economists do not expect that to be achieved. The marked deceleration was in 2Q when numerous cities implemented anti-virus curbs starting in March, in line with the country’s zero tolerance towards COVID. 2Q 2022 GDP growth was 0.4% YoY, barely escaping a contraction, and is below the 1.2% forecast by economists, and down from the 4.8% recorded in 1Q 2022.</p><p><img src=\"https://static.tigerbbs.com/a49500b570f0b72087f0d81447c59ab9\" tg-width=\"640\" tg-height=\"518\" referrerpolicy=\"no-referrer\"/></p><p>Financial Times</p><p>As far as BABA is concerned, a more relevant metric is perhaps retail sales growth. BABA’s growth in retail GMV and GTV (combined) have slowed from 20% to 30% before 2019 to an average of 14% in 2021 (average of 4 quarters from Mar 2021 (4QFY21) to Dec 2021 (3QFY22)). A rough graph plotting that against the index of YoY change in China Retail Sales Value suggests a certain degree of correlation between the two. Retail sales over 4Q 2021 was USD 1.9 trillion, a paltry 7% increase over 4Q 2020 (even with the Singles Day shopping festival in November). BABA is due to report 1Q 2023 results around August (so there is no company GMV / GTV datapoints yet for 2022) but I note that China retail sales growth was negative for 3 out of the first 6 months of 2022.</p><p><img src=\"https://static.tigerbbs.com/0830e999c0b3c721cb9eace36437be38\" tg-width=\"640\" tg-height=\"440\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg, BABA company filings</p><p>Even though there is a lot of talk about China growth being “slowest in three decades” etc., I propose to frame the picture in another way. China population (1.4 billion) is slightly more than 4 times that of US (320 million). Intuitively, that implies that when the average Chinese is one-quarter as rich as the average American*, their consumption economy will be same size as that of US. In other words, there is a long runway for growth, provided that China is able to shift from “easy” growth (large-scale infrastructure projects) to quality growth (improved labour productivity, technological advancements, etc.). If so, then even after the Chinese consumption economy catches up with that of the US in terms of absolute size, there is still the differential between income per capita to bridge.</p><p><i>*The average Chinese is less than one-quarter as well off as the average American. As of 2021, China constant GDP per capita was$11,200vs US constant GDP per capita of$61,280according to data from the St Louis Fed.</i></p><p><b>Higher risk premiums / required rates of return</b></p><p>Most people are likely to agree that the stock is currently trading at an undervaluation, regardless of whether you are a BABA fan or not. Lower profitability and slower growth are two explaining factors, but they seem insufficient to fully account for such a large gap - $500 billion is <b>a lot</b>. The last component is higher risk premiums / required rates of returns by investors. This is what people call the “unknowns”, “uncertainties”, or CCP wildcard risk, hanging over the stock, which should be thought of scientifically as risk premiums (multiple compression in some ways is the flip side of the same coin) instead of some elusive construct. Investors are spooked and they need higher required returns to compensate.</p><p><b>Closing Remarks</b></p><p>Companies can survive, and even thrive, following intense regulatory cycles. Take the Dodd-Frank Act as example, the introduction of close to 28,000 new rules and restrictions curtailed banks’ revenue pools, doubled their capital requirements and compliance costs. On the upside, in the years following the passage of Dodd-Frank, banks restructured, changed their business mix, became more efficient, learned to optimize capital, and developed new competitive edges in areas of technology and marketing. This regulatory adaptation separated the winners from the losers. Starting in 2013, a few large bank stocks went on to significantly beat the broader market over the rest of the decade. In BABA’s case, the market has reacted to the 2020-2021 developments as if they are killer blows to the company, when instead they are more catalysts for change.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba: A Qualitative Breakdown Of $500 Billion In Disappeared Market Cap</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: A Qualitative Breakdown Of $500 Billion In Disappeared Market Cap\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-18 11:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4523786-baba-a-qualitative-breakdown-of-500-billion-in-disappeared-market-cap><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryBABA has lost two-thirds (>$500 billion) in market cap since its peak in late 2020.This article will break down the lost $500 bn into qualitative components:(i) lower profitability, (ii) slower...</p>\n\n<a href=\"https://seekingalpha.com/article/4523786-baba-a-qualitative-breakdown-of-500-billion-in-disappeared-market-cap\">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","BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4523786-baba-a-qualitative-breakdown-of-500-billion-in-disappeared-market-cap","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176257132","content_text":"SummaryBABA has lost two-thirds (>$500 billion) in market cap since its peak in late 2020.This article will break down the lost $500 bn into qualitative components:(i) lower profitability, (ii) slower growth, and (iii) higher risk premiums / required rates of returns by investors.Current market valuations are effectively assuming these effects will persist into perpetuity.Out of the three, lower profitability is likely reflective of a structural shift, but the other two may prove temporary and could change with time.NYSE:BABA has lost two-thirds (>$500 billion) in market cap since its peak in late 2020. This article will review the tangible economic effects of the SAMR’s anticompetition policies on BABA’s business performance, including: (i) lower profitability, (ii) slower growth and (iii) higher risk premiums / required rates of returns by investors. Current market valuations are effectively assuming these effects will persist into perpetuity. Out of the three, lower profitability is likely reflective of a structural shift, but the other two may prove to be temporary and could change with time.Lower profitabilityA direct consequence of SAMR’s rules was to tilt the market landscape in favour of number two and smaller players relative to the incumbent. Indeed, management have repeatedly mentioned “increased competition” impacting the company’s core e-commerce segment on earnings calls since the regulatory shakeout.To cope, (as well as to proactively portray the image of a good socially-responsible corporate citizen in front of government authorities), BABA is forced to:Provide more subsidies to merchants and partners (effectively discounted pricing)Step up investment, either in the form of direct sales and marketing dollars or “strategic initiatives” investmentThis has resulted in EBITA margins dropping from 27% (average of 8 quarters leading up to the quarter ending Dec 2020 (3QFY21)) to 16% (average of 4 quarters leading up to the quarter ending Dec 2021 (3QFY22)).Company filingsLooking back to early 2018, EBITA margins similarly dropped drastically from 40% to 30% when the company first launched its “new retail” initiative and remained at that lower level since. Similarly, BABA’s current investments in strategic initiatives reflect structural changes to the company’s business mix, and the most recent gap-down in margins may be here to stay.Slower GrowthI include slowing growth as one of the economic effects resulting from SAMR’s anticompetition policies, but anticompetitive regulations drag on BABA’s growth only to the extent that they pressure BABA to reduce merchant fees (mentioned in point 1 under \"Lower Profitability\" above), which result in customer management revenue growing slower than GMV growth.Given BABA’s 950 million annual active consumers covers two-thirds of the country’s 1.4 billion population, it is inevitable that the company’s growth trajectory will be affected by the macroeconomic picture, and this is regardless of what SAMR does and says. I review the latest macro indicators and then express my thoughts on how I view these levels of growth rates.Beijing is targeting 5.5% annual GDP growth for 2022, but with first half growth at 2.5%, most analysts / economists do not expect that to be achieved. The marked deceleration was in 2Q when numerous cities implemented anti-virus curbs starting in March, in line with the country’s zero tolerance towards COVID. 2Q 2022 GDP growth was 0.4% YoY, barely escaping a contraction, and is below the 1.2% forecast by economists, and down from the 4.8% recorded in 1Q 2022.Financial TimesAs far as BABA is concerned, a more relevant metric is perhaps retail sales growth. BABA’s growth in retail GMV and GTV (combined) have slowed from 20% to 30% before 2019 to an average of 14% in 2021 (average of 4 quarters from Mar 2021 (4QFY21) to Dec 2021 (3QFY22)). A rough graph plotting that against the index of YoY change in China Retail Sales Value suggests a certain degree of correlation between the two. Retail sales over 4Q 2021 was USD 1.9 trillion, a paltry 7% increase over 4Q 2020 (even with the Singles Day shopping festival in November). BABA is due to report 1Q 2023 results around August (so there is no company GMV / GTV datapoints yet for 2022) but I note that China retail sales growth was negative for 3 out of the first 6 months of 2022.Bloomberg, BABA company filingsEven though there is a lot of talk about China growth being “slowest in three decades” etc., I propose to frame the picture in another way. China population (1.4 billion) is slightly more than 4 times that of US (320 million). Intuitively, that implies that when the average Chinese is one-quarter as rich as the average American*, their consumption economy will be same size as that of US. In other words, there is a long runway for growth, provided that China is able to shift from “easy” growth (large-scale infrastructure projects) to quality growth (improved labour productivity, technological advancements, etc.). If so, then even after the Chinese consumption economy catches up with that of the US in terms of absolute size, there is still the differential between income per capita to bridge.*The average Chinese is less than one-quarter as well off as the average American. As of 2021, China constant GDP per capita was$11,200vs US constant GDP per capita of$61,280according to data from the St Louis Fed.Higher risk premiums / required rates of returnMost people are likely to agree that the stock is currently trading at an undervaluation, regardless of whether you are a BABA fan or not. Lower profitability and slower growth are two explaining factors, but they seem insufficient to fully account for such a large gap - $500 billion is a lot. The last component is higher risk premiums / required rates of returns by investors. This is what people call the “unknowns”, “uncertainties”, or CCP wildcard risk, hanging over the stock, which should be thought of scientifically as risk premiums (multiple compression in some ways is the flip side of the same coin) instead of some elusive construct. Investors are spooked and they need higher required returns to compensate.Closing RemarksCompanies can survive, and even thrive, following intense regulatory cycles. Take the Dodd-Frank Act as example, the introduction of close to 28,000 new rules and restrictions curtailed banks’ revenue pools, doubled their capital requirements and compliance costs. On the upside, in the years following the passage of Dodd-Frank, banks restructured, changed their business mix, became more efficient, learned to optimize capital, and developed new competitive edges in areas of technology and marketing. This regulatory adaptation separated the winners from the losers. Starting in 2013, a few large bank stocks went on to significantly beat the broader market over the rest of the decade. In BABA’s case, the market has reacted to the 2020-2021 developments as if they are killer blows to the company, when instead they are more catalysts for change.","news_type":1},"isVote":1,"tweetType":1,"viewCount":288,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9050003640,"gmtCreate":1654095613980,"gmtModify":1676535393436,"author":{"id":"3581742056036131","authorId":"3581742056036131","name":"TWLC","avatar":"https://static.tigerbbs.com/78b46ba0d711c1fcc23aadd7a6f18021","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581742056036131","authorIdStr":"3581742056036131"},"themes":[],"htmlText":"A good stock to hold","listText":"A good stock to hold","text":"A good stock to hold","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9050003640","repostId":"1132858666","repostType":4,"repost":{"id":"1132858666","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":1654090366,"share":"https://ttm.financial/m/news/1132858666?lang=&edition=fundamental","pubTime":"2022-06-01 21:32","market":"us","language":"en","title":"Salesforce Shares Surged 13% in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1132858666","media":"Tiger Newspress","summary":"Salesforce shares surged 13% in morning trading.Salesforce reported Q1 EPS of $0.98, $0.04 better th","content":"<html><head></head><body><p>Salesforce shares surged 13% in morning trading.</p><p><img src=\"https://static.tigerbbs.com/13c7c90a132acf2f547c8923718efed4\" tg-width=\"829\" tg-height=\"835\" width=\"100%\" height=\"auto\"/></p><p>Salesforce reported Q1 EPS of $0.98, $0.04 better than the analyst estimate of $0.94. Revenue for the quarter came in at $7.41 billion versus the consensus estimate of $7.38 billion.</p><p>Salesforce sees Q2 2023 revenue of $7.69-7.7 billion, versus the consensus of $7.77 billion. Salesforce sees FY2023 revenue of $31.7-31.8 billion, versus the consensus of $32.06 billion.</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>Salesforce Shares Surged 13% in Morning Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSalesforce Shares Surged 13% in Morning Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-06-01 21:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Salesforce shares surged 13% in morning trading.</p><p><img src=\"https://static.tigerbbs.com/13c7c90a132acf2f547c8923718efed4\" tg-width=\"829\" tg-height=\"835\" width=\"100%\" height=\"auto\"/></p><p>Salesforce reported Q1 EPS of $0.98, $0.04 better than the analyst estimate of $0.94. Revenue for the quarter came in at $7.41 billion versus the consensus estimate of $7.38 billion.</p><p>Salesforce sees Q2 2023 revenue of $7.69-7.7 billion, versus the consensus of $7.77 billion. Salesforce sees FY2023 revenue of $31.7-31.8 billion, versus the consensus of $32.06 billion.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CRM":"赛富时"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132858666","content_text":"Salesforce shares surged 13% in morning trading.Salesforce reported Q1 EPS of $0.98, $0.04 better than the analyst estimate of $0.94. Revenue for the quarter came in at $7.41 billion versus the consensus estimate of $7.38 billion.Salesforce sees Q2 2023 revenue of $7.69-7.7 billion, versus the consensus of $7.77 billion. Salesforce sees FY2023 revenue of $31.7-31.8 billion, versus the consensus of $32.06 billion.","news_type":1},"isVote":1,"tweetType":1,"viewCount":425,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9037139403,"gmtCreate":1648046663400,"gmtModify":1676534296839,"author":{"id":"3581742056036131","authorId":"3581742056036131","name":"TWLC","avatar":"https://static.tigerbbs.com/78b46ba0d711c1fcc23aadd7a6f18021","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581742056036131","authorIdStr":"3581742056036131"},"themes":[],"htmlText":"Coinbase's upside is tied to the general market view of crypto&nbsp;","listText":"Coinbase's upside is tied to the general market view of crypto&nbsp;","text":"Coinbase's upside is tied to the general market view of crypto","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9037139403","repostId":"2221160370","repostType":4,"repost":{"id":"2221160370","kind":"highlight","pubTimestamp":1648029600,"share":"https://ttm.financial/m/news/2221160370?lang=&edition=fundamental","pubTime":"2022-03-23 18:00","market":"us","language":"en","title":"3 Beaten-Down Tech Stocks With Up to 223% Upside, According to Wall Street","url":"https://stock-news.laohu8.com/highlight/detail?id=2221160370","media":"Motley Fool","summary":"Select analysts believe these former highfliers can soar once more.","content":"<html><head></head><body><p>It&#39;s a challenging time to be a tech-stock investor. Since mid-November, the tech-centric <b>Nasdaq Composite</b> declined by as much as 22%, which officially put the index in bear market territory as recently as last week. What&#39;s more, a number of popular pandemic tech plays have sold off considerably since February 2021.</p><p>While sell-offs aren&#39;t much fun, they&#39;re a natural part of the investing cycle and potentially the perfect time to put money to work in the stock market. Ultimately, every downdraft in the broader market has eventually been erased by a bull market rally.</p><p>According to the lofty published price targets from a select group of Wall Street analysts, the following trio of beaten-down tech stocks offer as much as 223% upside over the next year.</p><h2><a href=\"https://laohu8.com/S/SNOW\">Snowflake</a>: Implied upside of 86%</h2><p>Up first is cloud-based data-warehousing company <b>Snowflake</b> ( SNOW 5.63% ). As of this past weekend, the stock was 45% below its all-time high of $405, which was hit in November.</p><p>This big drop hasn&#39;t done much to sway the confidence of <b>Credit Suisse</b> analyst Phil Winslow, who maintains a $415 price target on Snowflake. Winslow has long viewed Snowflake as a company that would play a key role throughout the &#34;data value chain,&#34; which is probably why he sees 86% upside in its shares.</p><p>The beauty of Snowflake&#39;s operating model is twofold. First, there are clear competitive advantages. For example, sharing data stored on competing cloud infrastructure services can be difficult for businesses. But this isn&#39;t an issue for Snowflake customers. Because Snowflake&#39;s infrastructure is layered atop these popular cloud infrastructure providers, sharing data is seamless.</p><p>In addition, Snowflake has also shunned the traditional subscription-based payment model in favor of <a href=\"https://laohu8.com/S/AONE.U\">one</a> that charges based on the amount of data stored and Snowflake Compute Credits used. This considerably more transparent pricing method allows Snowflake&#39;s customers to better control their expensing (and they seem to like that).</p><p>The other benefit with Snowflake for investors is an industry-leading growth rate. In the company&#39;s recently reported fiscal fourth quarter, it delivered 102% year-over-year sales growth with an exceptional net revenue retention rate of 178%. In simpler terms, existing clients spent 78% more in Q4 2022 than they did during the comparable quarter last year.</p><p>As I&#39;ve previously pointed out, Snowflake&#39;s biggest enemy is its valuation. In a rising-rate environment, investors may not be willing to pay a multiple of 34 times expected fiscal 2023 sales, or more than 600 times consensus earnings for fiscal 2024. While I&#39;m of the opinion that Snowflake deserves a premium for its growth and competitive edge, it still looks too pricey for my taste.</p><h2>Coinbase Global: Implied upside of 223%</h2><p>Another beaten-down tech stock with abundant upside is cryptocurrency exchange and ecosystem-play <b>Coinbase Global</b> ( COIN 5.24% ). Shares of the company have plunged 57% since hitting an all-time high last year.</p><p>Even before Coinbase started trading as a public company last year, MoffettNathanson analyst Lisa Ellis issued a $600 price target on its shares, which would value it at more than $150 billion. Ellis points to Coinbase&#39;s ecosystem &#34;providing essential building blocks to facilitate the use of cryptocurrencies&#34; as the core reason for her bullishness on the company.</p><p>Coinbase Global&#39;s first year as a publicly traded company certainly went well from a fundamental standpoint. The company ended 2021 with 11.4 million monthly transacting users, which more than quadrupled where it finished 2020. Further, assets stored on the platform more than tripled to $278 billion, with net income soaring by a factor of 11 to $3.62 billion.  Strong performances from the Big <a href=\"https://laohu8.com/S/TWOA.U\">Two</a>, <b>Bitcoin</b> and <b>Ethereum</b>, coupled with growing interest in non-fungible tokens (NFT) and a blockchain-based, decentralized metaverse, drove investors to crypto like never before.</p><p>But there are also reasons for investors to be skeptical of Coinbase -- even at $186 a share. For instance, Bitcoin and Ethereum accounted for 55% of total trading volume in 2021. These two tokens are prone to wild swings and bear markets. The problem is that bear markets in the crypto space often cause volume and interest in digital currency investing to fall off a cliff. In other words, Coinbase is far more reliant on investor emotions than its own innovation.</p><p>It&#39;s also a company that could contend with shrinking margins over the long run. There&#39;s virtually no barrier to entry in the crypto-exchange space, which could allow competing platforms to undercut Coinbase&#39;s transaction fees. As investors, we watched traditional online stock brokerages undercut each other on price for two decades until commission fees were eventually done away with altogether. My suspicion is Coinbase will face the same persistent pressure on its margins over time.</p><h2><a href=\"https://laohu8.com/S/ZM\">Zoom</a> Video Communications: Implied upside of 154%</h2><p>The third and final beaten-down tech stock that could rocket higher, according to Wall Street, is cloud-based Web-conferencing company <b>Zoom Video Communications</b> ( ZM 2.51% ). Shares of Zoom have plummeted 80% in 17 months since hitting a record intraday high of nearly $589.</p><p>At the moment, Wall Street&#39;s high-water price target on Zoom comes courtesy of analyst Sterling Auty at <b>JPMorgan Chase</b>. Even after lowering the firm&#39;s price target to $295 from $385 following Zoom&#39;s fourth-quarter operating results, a $295 target still implies up to 154% upside over the next 12 months.</p><p>Auty&#39;s long-term growth case for Zoom hasn&#39;t changed much, even as shares of the Web-conferencing company have returned from the stratosphere. Auty believes that enterprise adoption will begin to pick up in 2022 (fiscal 2023 for Zoom) and beyond.</p><p>In many respects, the ultimate pandemic play is still firing on all cylinders. Full-year sales in fiscal 2022 hit $4.1 billion, which marked a 55% increase from the previous year and a 558% increase over the company&#39;s sales in fiscal 2020.</p><p>Growth has been particularly strong among larger businesses. Zoom ended last year with 2,725 customers that were contributing at least $100,000 in trailing-12-month (ttm) revenue. That&#39;s up from just 641 customers contributing at least $100,000 in ttm sales in fiscal 2020.</p><p>Interestingly, though, Zoom&#39;s share price has gone virtually nowhere despite the company generating $1.6 billion in operating cash flow last year and sitting on a hearty $5.4 billion in cash and marketable securities. This cash flow and war chest should allow Zoom plenty of room to innovate and make earnings-accretive acquisitions.</p><p>Even though growth has slowed from its peak during the pandemic, Zoom&#39;s Web-conferencing solutions have become embedded in the workplace. In fact, &#34;Zoom&#34; has become its own verb to describe a virtual meeting in the wake of the pandemic. While its hypergrowth stage is a thing of the past, sustained low double-digit growth could eventually (i.e., probably not in the next year) drive Zoom to $295 a share.</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 Beaten-Down Tech Stocks With Up to 223% Upside, According to Wall Street</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Beaten-Down Tech Stocks With Up to 223% Upside, According to Wall Street\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-23 18:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/03/23/3-beaten-down-tech-stocks-223-upside-wall-street/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It's a challenging time to be a tech-stock investor. Since mid-November, the tech-centric Nasdaq Composite declined by as much as 22%, which officially put the index in bear market territory as ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/03/23/3-beaten-down-tech-stocks-223-upside-wall-street/\">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.","BK4535":"淡马锡持仓","BK4112":"金融交易所和数据","BK4548":"巴美列捷福持仓","BK4551":"寇图资本持仓","SNOW":"Snowflake","ZM":"Zoom","BK4559":"巴菲特持仓","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4116":"互联网服务与基础架构","BK4528":"SaaS概念","BK4539":"次新股","BK4023":"应用软件","BK4554":"元宇宙及AR概念","BK4525":"远程办公概念","BK4532":"文艺复兴科技持仓","BK4503":"景林资产持仓"},"source_url":"https://www.fool.com/investing/2022/03/23/3-beaten-down-tech-stocks-223-upside-wall-street/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2221160370","content_text":"It's a challenging time to be a tech-stock investor. Since mid-November, the tech-centric Nasdaq Composite declined by as much as 22%, which officially put the index in bear market territory as recently as last week. What's more, a number of popular pandemic tech plays have sold off considerably since February 2021.While sell-offs aren't much fun, they're a natural part of the investing cycle and potentially the perfect time to put money to work in the stock market. Ultimately, every downdraft in the broader market has eventually been erased by a bull market rally.According to the lofty published price targets from a select group of Wall Street analysts, the following trio of beaten-down tech stocks offer as much as 223% upside over the next year.Snowflake: Implied upside of 86%Up first is cloud-based data-warehousing company Snowflake ( SNOW 5.63% ). As of this past weekend, the stock was 45% below its all-time high of $405, which was hit in November.This big drop hasn't done much to sway the confidence of Credit Suisse analyst Phil Winslow, who maintains a $415 price target on Snowflake. Winslow has long viewed Snowflake as a company that would play a key role throughout the \"data value chain,\" which is probably why he sees 86% upside in its shares.The beauty of Snowflake's operating model is twofold. First, there are clear competitive advantages. For example, sharing data stored on competing cloud infrastructure services can be difficult for businesses. But this isn't an issue for Snowflake customers. Because Snowflake's infrastructure is layered atop these popular cloud infrastructure providers, sharing data is seamless.In addition, Snowflake has also shunned the traditional subscription-based payment model in favor of one that charges based on the amount of data stored and Snowflake Compute Credits used. This considerably more transparent pricing method allows Snowflake's customers to better control their expensing (and they seem to like that).The other benefit with Snowflake for investors is an industry-leading growth rate. In the company's recently reported fiscal fourth quarter, it delivered 102% year-over-year sales growth with an exceptional net revenue retention rate of 178%. In simpler terms, existing clients spent 78% more in Q4 2022 than they did during the comparable quarter last year.As I've previously pointed out, Snowflake's biggest enemy is its valuation. In a rising-rate environment, investors may not be willing to pay a multiple of 34 times expected fiscal 2023 sales, or more than 600 times consensus earnings for fiscal 2024. While I'm of the opinion that Snowflake deserves a premium for its growth and competitive edge, it still looks too pricey for my taste.Coinbase Global: Implied upside of 223%Another beaten-down tech stock with abundant upside is cryptocurrency exchange and ecosystem-play Coinbase Global ( COIN 5.24% ). Shares of the company have plunged 57% since hitting an all-time high last year.Even before Coinbase started trading as a public company last year, MoffettNathanson analyst Lisa Ellis issued a $600 price target on its shares, which would value it at more than $150 billion. Ellis points to Coinbase's ecosystem \"providing essential building blocks to facilitate the use of cryptocurrencies\" as the core reason for her bullishness on the company.Coinbase Global's first year as a publicly traded company certainly went well from a fundamental standpoint. The company ended 2021 with 11.4 million monthly transacting users, which more than quadrupled where it finished 2020. Further, assets stored on the platform more than tripled to $278 billion, with net income soaring by a factor of 11 to $3.62 billion.  Strong performances from the Big Two, Bitcoin and Ethereum, coupled with growing interest in non-fungible tokens (NFT) and a blockchain-based, decentralized metaverse, drove investors to crypto like never before.But there are also reasons for investors to be skeptical of Coinbase -- even at $186 a share. For instance, Bitcoin and Ethereum accounted for 55% of total trading volume in 2021. These two tokens are prone to wild swings and bear markets. The problem is that bear markets in the crypto space often cause volume and interest in digital currency investing to fall off a cliff. In other words, Coinbase is far more reliant on investor emotions than its own innovation.It's also a company that could contend with shrinking margins over the long run. There's virtually no barrier to entry in the crypto-exchange space, which could allow competing platforms to undercut Coinbase's transaction fees. As investors, we watched traditional online stock brokerages undercut each other on price for two decades until commission fees were eventually done away with altogether. My suspicion is Coinbase will face the same persistent pressure on its margins over time.Zoom Video Communications: Implied upside of 154%The third and final beaten-down tech stock that could rocket higher, according to Wall Street, is cloud-based Web-conferencing company Zoom Video Communications ( ZM 2.51% ). Shares of Zoom have plummeted 80% in 17 months since hitting a record intraday high of nearly $589.At the moment, Wall Street's high-water price target on Zoom comes courtesy of analyst Sterling Auty at JPMorgan Chase. Even after lowering the firm's price target to $295 from $385 following Zoom's fourth-quarter operating results, a $295 target still implies up to 154% upside over the next 12 months.Auty's long-term growth case for Zoom hasn't changed much, even as shares of the Web-conferencing company have returned from the stratosphere. Auty believes that enterprise adoption will begin to pick up in 2022 (fiscal 2023 for Zoom) and beyond.In many respects, the ultimate pandemic play is still firing on all cylinders. Full-year sales in fiscal 2022 hit $4.1 billion, which marked a 55% increase from the previous year and a 558% increase over the company's sales in fiscal 2020.Growth has been particularly strong among larger businesses. Zoom ended last year with 2,725 customers that were contributing at least $100,000 in trailing-12-month (ttm) revenue. That's up from just 641 customers contributing at least $100,000 in ttm sales in fiscal 2020.Interestingly, though, Zoom's share price has gone virtually nowhere despite the company generating $1.6 billion in operating cash flow last year and sitting on a hearty $5.4 billion in cash and marketable securities. This cash flow and war chest should allow Zoom plenty of room to innovate and make earnings-accretive acquisitions.Even though growth has slowed from its peak during the pandemic, Zoom's Web-conferencing solutions have become embedded in the workplace. In fact, \"Zoom\" has become its own verb to describe a virtual meeting in the wake of the pandemic. While its hypergrowth stage is a thing of the past, sustained low double-digit growth could eventually (i.e., probably not in the next year) drive Zoom to $295 a share.","news_type":1},"isVote":1,"tweetType":1,"viewCount":619,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9092699855,"gmtCreate":1644598348790,"gmtModify":1676533945319,"author":{"id":"3581742056036131","authorId":"3581742056036131","name":"TWLC","avatar":"https://static.tigerbbs.com/78b46ba0d711c1fcc23aadd7a6f18021","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581742056036131","authorIdStr":"3581742056036131"},"themes":[],"htmlText":"So is the company a 1 trick pony?","listText":"So is the company a 1 trick pony?","text":"So is the company a 1 trick pony?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9092699855","repostId":"2210450495","repostType":4,"isVote":1,"tweetType":1,"viewCount":295,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9092699097,"gmtCreate":1644598135219,"gmtModify":1676533945295,"author":{"id":"3581742056036131","authorId":"3581742056036131","name":"TWLC","avatar":"https://static.tigerbbs.com/78b46ba0d711c1fcc23aadd7a6f18021","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581742056036131","authorIdStr":"3581742056036131"},"themes":[],"htmlText":"Thanks for the tips","listText":"Thanks for the tips","text":"Thanks for the tips","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9092699097","repostId":"2210159258","repostType":4,"repost":{"id":"2210159258","kind":"highlight","pubTimestamp":1644592522,"share":"https://ttm.financial/m/news/2210159258?lang=&edition=fundamental","pubTime":"2022-02-11 23:15","market":"us","language":"en","title":"2 High-Yield Dividend Stocks That Are Trading Near Their 52-Week Lows","url":"https://stock-news.laohu8.com/highlight/detail?id=2210159258","media":"Motley Fool","summary":"Both offer yields more than twice what the S&P 500 provides.","content":"<html><head></head><body><p>When dividend stocks go on sale, it can be an opportunity for investors to lock in a higher-than-normal yield. The dividend yield, of course is a function of both quarterly payments and the share price; when the latter falls, the yield goes up.</p><p>A couple of already high-yielding stocks that are paying more than the <b>S&amp;P 500</b> average of 1.3% and have fallen near their 52-week lows are <b>Gilead Sciences</b> (NASDAQ:GILD) and <b><a href=\"https://laohu8.com/S/MMM\">3M</a></b> (NYSE:MMM). Here&#39;s why despite recent investor bearishness, these could be solid additions to your portfolios today.</p><h2>1. Gilead Sciences</h2><p>Drugmaker Gilead Sciences is trading at around $63 a share and has been inching closer to its 52-week low of $61.39. The stock nosedived after the company released its latest quarterly results on Feb. 1. Gilead&#39;s performance for the past three months of 2021 was underwhelming with the company&#39;s sales of $7.2 billion declining 2.4% from the same period a year ago. Net income of $376 million was also just a fraction of the $1.5 billion that it reported a year earlier; the healthcare company says the decline was largely due to a legal settlement of $625 million involving <b>Arcus Biosciences</b>.</p><p>For 2022, Gilead projects that its sales will come in between $23.8 billion and $24.3 billion; at the midpoint of $24 billion, that would be a decline of 12% from the $27.3 billion it recorded in 2021. The company expects diluted earnings per share (EPS) to be between $4.70 and $5.20 for the year, so it could still potentially come in better than the $4.93-per-share profit it reported this past year.</p><p>Even if there is a decline in profitability, those numbers will still be strong enough to support the company&#39;s dividend, which currently pays shareholders $2.92 per share a year. At the low point of its EPS estimate, Gilead&#39;s payout ratio would still be fairly modest at 62%; that would leave plenty of room for the company not only to support but also to grow its already high dividend, which currently yields 4.6%.</p><p>Although Gilead is facing some challenges, particularly from losses in exclusivity for some of its key products, the company is working on building out its pipeline. In oncology alone, there are over 30 clinical trials currently taking place.</p><p>Gilead remains in solid shape despite some risks, and investors are compensated for it as the stock trades at a lower forward price-to-earnings multiple than other drugmakers:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/31d1231300ed8387737ca89664e91e9e\" tg-width=\"720\" tg-height=\"387\" referrerpolicy=\"no-referrer\"/><span>GILD PE Ratio (Forward) data by YCharts.</span></p><h2>2. 3M</h2><p>Multinational conglomerate 3M hit a new 52-week low this week as it also fell out of favor with investors. The company, which makes healthcare masks and respirators, was a popular investment during the pandemic&#39;s early stages. And as COVID-19 case numbers began to subside last year and hopes about a return to normal rose, interest in the stock began to wane.</p><p>The company released fourth-quarter numbers on Jan. 25, reporting sales of $8.6 billion for the period ended Dec. 31, 2021. That was flat from the prior year. Meanwhile, net income declined by 4.7% to $1.3 billion. By contrast, sales rose 5.8% in 2020&#39;s fourth quarter. That was largely due to an increase in safety and industrial revenue (including personal hygiene products and masks). This time around, however, that segment of its business fell 2% to about $3.1 billion.</p><p>Other business units (healthcare, transportation and electronics) are smaller and also showed little or no growth. The lone exception and growth catalyst in Q4 was its consumer business (e.g. bandages, cleaning, and stationery products) which rose by 4% and helped keep the quarter&#39;s sales just slightly above the prior-year numbers. All this diversification makes the business resilient -- and as a whole, 3M continues to do well. For all of 2021, net sales rose 10% year over year to $35.4 billion.</p><p>For income investors, the company&#39;s payouts look more than safe even if the growth rate starts to falter. 3M is a Dividend King thanks to increasing its dividend payments for more than 60 years in a row. And there&#39;s little doubt that streak will continue; it paid out $5.92 per share in dividends for 2021. With an EPS of $10.12, that puts its payout ratio at just 58%. So there&#39;s plenty of room for the company to continue making and increasing payouts.</p><p>3M shares haven&#39;t been this low since the fall of 2020, and the stock&#39;s yield is currently at 3.7%. Now could be a great time to add this investment to your portfolio.</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 High-Yield Dividend Stocks That Are Trading Near Their 52-Week Lows</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 High-Yield Dividend Stocks That Are Trading Near Their 52-Week Lows\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-11 23:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/02/10/2-high-yield-dividend-stocks-that-are-trading-near/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>When dividend stocks go on sale, it can be an opportunity for investors to lock in a higher-than-normal yield. The dividend yield, of course is a function of both quarterly payments and the share ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/02/10/2-high-yield-dividend-stocks-that-are-trading-near/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4533":"AQR资本管理(全球第二大对冲基金)","BK4532":"文艺复兴科技持仓","BK4566":"资本集团","GILD":"吉利德科学","BK4512":"苹果概念","BK4206":"工业集团企业","MMM":"3M","BK4568":"美国抗疫概念","BK4534":"瑞士信贷持仓","BK4139":"生物科技","BK4550":"红杉资本持仓"},"source_url":"https://www.fool.com/investing/2022/02/10/2-high-yield-dividend-stocks-that-are-trading-near/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2210159258","content_text":"When dividend stocks go on sale, it can be an opportunity for investors to lock in a higher-than-normal yield. The dividend yield, of course is a function of both quarterly payments and the share price; when the latter falls, the yield goes up.A couple of already high-yielding stocks that are paying more than the S&P 500 average of 1.3% and have fallen near their 52-week lows are Gilead Sciences (NASDAQ:GILD) and 3M (NYSE:MMM). Here's why despite recent investor bearishness, these could be solid additions to your portfolios today.1. Gilead SciencesDrugmaker Gilead Sciences is trading at around $63 a share and has been inching closer to its 52-week low of $61.39. The stock nosedived after the company released its latest quarterly results on Feb. 1. Gilead's performance for the past three months of 2021 was underwhelming with the company's sales of $7.2 billion declining 2.4% from the same period a year ago. Net income of $376 million was also just a fraction of the $1.5 billion that it reported a year earlier; the healthcare company says the decline was largely due to a legal settlement of $625 million involving Arcus Biosciences.For 2022, Gilead projects that its sales will come in between $23.8 billion and $24.3 billion; at the midpoint of $24 billion, that would be a decline of 12% from the $27.3 billion it recorded in 2021. The company expects diluted earnings per share (EPS) to be between $4.70 and $5.20 for the year, so it could still potentially come in better than the $4.93-per-share profit it reported this past year.Even if there is a decline in profitability, those numbers will still be strong enough to support the company's dividend, which currently pays shareholders $2.92 per share a year. At the low point of its EPS estimate, Gilead's payout ratio would still be fairly modest at 62%; that would leave plenty of room for the company not only to support but also to grow its already high dividend, which currently yields 4.6%.Although Gilead is facing some challenges, particularly from losses in exclusivity for some of its key products, the company is working on building out its pipeline. In oncology alone, there are over 30 clinical trials currently taking place.Gilead remains in solid shape despite some risks, and investors are compensated for it as the stock trades at a lower forward price-to-earnings multiple than other drugmakers:GILD PE Ratio (Forward) data by YCharts.2. 3MMultinational conglomerate 3M hit a new 52-week low this week as it also fell out of favor with investors. The company, which makes healthcare masks and respirators, was a popular investment during the pandemic's early stages. And as COVID-19 case numbers began to subside last year and hopes about a return to normal rose, interest in the stock began to wane.The company released fourth-quarter numbers on Jan. 25, reporting sales of $8.6 billion for the period ended Dec. 31, 2021. That was flat from the prior year. Meanwhile, net income declined by 4.7% to $1.3 billion. By contrast, sales rose 5.8% in 2020's fourth quarter. That was largely due to an increase in safety and industrial revenue (including personal hygiene products and masks). This time around, however, that segment of its business fell 2% to about $3.1 billion.Other business units (healthcare, transportation and electronics) are smaller and also showed little or no growth. The lone exception and growth catalyst in Q4 was its consumer business (e.g. bandages, cleaning, and stationery products) which rose by 4% and helped keep the quarter's sales just slightly above the prior-year numbers. All this diversification makes the business resilient -- and as a whole, 3M continues to do well. For all of 2021, net sales rose 10% year over year to $35.4 billion.For income investors, the company's payouts look more than safe even if the growth rate starts to falter. 3M is a Dividend King thanks to increasing its dividend payments for more than 60 years in a row. And there's little doubt that streak will continue; it paid out $5.92 per share in dividends for 2021. With an EPS of $10.12, that puts its payout ratio at just 58%. So there's plenty of room for the company to continue making and increasing payouts.3M shares haven't been this low since the fall of 2020, and the stock's yield is currently at 3.7%. Now could be a great time to add this investment to your portfolio.","news_type":1},"isVote":1,"tweetType":1,"viewCount":513,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9000017586,"gmtCreate":1639494103177,"gmtModify":1676533490799,"author":{"id":"3581742056036131","authorId":"3581742056036131","name":"TWLC","avatar":"https://static.tigerbbs.com/78b46ba0d711c1fcc23aadd7a6f18021","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581742056036131","authorIdStr":"3581742056036131"},"themes":[],"htmlText":"Guess it is a good time to buy","listText":"Guess it is a good time to buy","text":"Guess it is a good time to buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9000017586","repostId":"1141132761","repostType":4,"repost":{"id":"1141132761","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":1639493439,"share":"https://ttm.financial/m/news/1141132761?lang=&edition=fundamental","pubTime":"2021-12-14 22:50","market":"us","language":"en","title":"EV stocks tumbled in morning trading, with Faraday Future down nearly 10% and NIO down over 7%","url":"https://stock-news.laohu8.com/highlight/detail?id=1141132761","media":"Tiger Newspress","summary":"EV stocks tumbled in morning trading, with Faraday Future down nearly 10% and NIO down over 7%.Farad","content":"<p>EV stocks tumbled in morning trading, with Faraday Future down nearly 10% and NIO down over 7%.<img src=\"https://static.tigerbbs.com/83ce2e5a23651b33aa59965e70fc31ff\" tg-width=\"536\" tg-height=\"483\" referrerpolicy=\"no-referrer\">Faraday Future&nbsp;reached three of its seven production milestones, including installing pilot equipment in the FF pre-production build area and completing work to secure a Certificate of Occupancy, clearing the path for FF pre-production builds at the&nbsp;Hanford&nbsp;plant.</p>\n<p>FF production of the FF 91 vehicles stays on-schedule ahead of targeted July 2022 start of production.</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>EV stocks tumbled in morning trading, with Faraday Future down nearly 10% and NIO down over 7%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nEV stocks tumbled in morning trading, with Faraday Future down nearly 10% and NIO down over 7%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-12-14 22:50</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>EV stocks tumbled in morning trading, with Faraday Future down nearly 10% and NIO down over 7%.<img src=\"https://static.tigerbbs.com/83ce2e5a23651b33aa59965e70fc31ff\" tg-width=\"536\" tg-height=\"483\" referrerpolicy=\"no-referrer\">Faraday Future&nbsp;reached three of its seven production milestones, including installing pilot equipment in the FF pre-production build area and completing work to secure a Certificate of Occupancy, clearing the path for FF pre-production builds at the&nbsp;Hanford&nbsp;plant.</p>\n<p>FF production of the FF 91 vehicles stays on-schedule ahead of targeted July 2022 start of production.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"FFIE":"Faraday Future","NIO":"蔚来"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1141132761","content_text":"EV stocks tumbled in morning trading, with Faraday Future down nearly 10% and NIO down over 7%.Faraday Future reached three of its seven production milestones, including installing pilot equipment in the FF pre-production build area and completing work to secure a Certificate of Occupancy, clearing the path for FF pre-production builds at the Hanford plant.\nFF production of the FF 91 vehicles stays on-schedule ahead of targeted July 2022 start of production.","news_type":1},"isVote":1,"tweetType":1,"viewCount":589,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9037139403,"gmtCreate":1648046663400,"gmtModify":1676534296839,"author":{"id":"3581742056036131","authorId":"3581742056036131","name":"TWLC","avatar":"https://static.tigerbbs.com/78b46ba0d711c1fcc23aadd7a6f18021","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581742056036131","authorIdStr":"3581742056036131"},"themes":[],"htmlText":"Coinbase's upside is tied to the general market view of crypto&nbsp;","listText":"Coinbase's upside is tied to the general market view of crypto&nbsp;","text":"Coinbase's upside is tied to the general market view of crypto","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9037139403","repostId":"2221160370","repostType":4,"isVote":1,"tweetType":1,"viewCount":619,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9050003640,"gmtCreate":1654095613980,"gmtModify":1676535393436,"author":{"id":"3581742056036131","authorId":"3581742056036131","name":"TWLC","avatar":"https://static.tigerbbs.com/78b46ba0d711c1fcc23aadd7a6f18021","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581742056036131","authorIdStr":"3581742056036131"},"themes":[],"htmlText":"A good stock to hold","listText":"A good stock to hold","text":"A good stock to hold","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9050003640","repostId":"1132858666","repostType":4,"isVote":1,"tweetType":1,"viewCount":425,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9092699097,"gmtCreate":1644598135219,"gmtModify":1676533945295,"author":{"id":"3581742056036131","authorId":"3581742056036131","name":"TWLC","avatar":"https://static.tigerbbs.com/78b46ba0d711c1fcc23aadd7a6f18021","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581742056036131","authorIdStr":"3581742056036131"},"themes":[],"htmlText":"Thanks for the tips","listText":"Thanks for the tips","text":"Thanks for the tips","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9092699097","repostId":"2210159258","repostType":4,"repost":{"id":"2210159258","kind":"highlight","pubTimestamp":1644592522,"share":"https://ttm.financial/m/news/2210159258?lang=&edition=fundamental","pubTime":"2022-02-11 23:15","market":"us","language":"en","title":"2 High-Yield Dividend Stocks That Are Trading Near Their 52-Week Lows","url":"https://stock-news.laohu8.com/highlight/detail?id=2210159258","media":"Motley Fool","summary":"Both offer yields more than twice what the S&P 500 provides.","content":"<html><head></head><body><p>When dividend stocks go on sale, it can be an opportunity for investors to lock in a higher-than-normal yield. The dividend yield, of course is a function of both quarterly payments and the share price; when the latter falls, the yield goes up.</p><p>A couple of already high-yielding stocks that are paying more than the <b>S&amp;P 500</b> average of 1.3% and have fallen near their 52-week lows are <b>Gilead Sciences</b> (NASDAQ:GILD) and <b><a href=\"https://laohu8.com/S/MMM\">3M</a></b> (NYSE:MMM). Here&#39;s why despite recent investor bearishness, these could be solid additions to your portfolios today.</p><h2>1. Gilead Sciences</h2><p>Drugmaker Gilead Sciences is trading at around $63 a share and has been inching closer to its 52-week low of $61.39. The stock nosedived after the company released its latest quarterly results on Feb. 1. Gilead&#39;s performance for the past three months of 2021 was underwhelming with the company&#39;s sales of $7.2 billion declining 2.4% from the same period a year ago. Net income of $376 million was also just a fraction of the $1.5 billion that it reported a year earlier; the healthcare company says the decline was largely due to a legal settlement of $625 million involving <b>Arcus Biosciences</b>.</p><p>For 2022, Gilead projects that its sales will come in between $23.8 billion and $24.3 billion; at the midpoint of $24 billion, that would be a decline of 12% from the $27.3 billion it recorded in 2021. The company expects diluted earnings per share (EPS) to be between $4.70 and $5.20 for the year, so it could still potentially come in better than the $4.93-per-share profit it reported this past year.</p><p>Even if there is a decline in profitability, those numbers will still be strong enough to support the company&#39;s dividend, which currently pays shareholders $2.92 per share a year. At the low point of its EPS estimate, Gilead&#39;s payout ratio would still be fairly modest at 62%; that would leave plenty of room for the company not only to support but also to grow its already high dividend, which currently yields 4.6%.</p><p>Although Gilead is facing some challenges, particularly from losses in exclusivity for some of its key products, the company is working on building out its pipeline. In oncology alone, there are over 30 clinical trials currently taking place.</p><p>Gilead remains in solid shape despite some risks, and investors are compensated for it as the stock trades at a lower forward price-to-earnings multiple than other drugmakers:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/31d1231300ed8387737ca89664e91e9e\" tg-width=\"720\" tg-height=\"387\" referrerpolicy=\"no-referrer\"/><span>GILD PE Ratio (Forward) data by YCharts.</span></p><h2>2. 3M</h2><p>Multinational conglomerate 3M hit a new 52-week low this week as it also fell out of favor with investors. The company, which makes healthcare masks and respirators, was a popular investment during the pandemic&#39;s early stages. And as COVID-19 case numbers began to subside last year and hopes about a return to normal rose, interest in the stock began to wane.</p><p>The company released fourth-quarter numbers on Jan. 25, reporting sales of $8.6 billion for the period ended Dec. 31, 2021. That was flat from the prior year. Meanwhile, net income declined by 4.7% to $1.3 billion. By contrast, sales rose 5.8% in 2020&#39;s fourth quarter. That was largely due to an increase in safety and industrial revenue (including personal hygiene products and masks). This time around, however, that segment of its business fell 2% to about $3.1 billion.</p><p>Other business units (healthcare, transportation and electronics) are smaller and also showed little or no growth. The lone exception and growth catalyst in Q4 was its consumer business (e.g. bandages, cleaning, and stationery products) which rose by 4% and helped keep the quarter&#39;s sales just slightly above the prior-year numbers. All this diversification makes the business resilient -- and as a whole, 3M continues to do well. For all of 2021, net sales rose 10% year over year to $35.4 billion.</p><p>For income investors, the company&#39;s payouts look more than safe even if the growth rate starts to falter. 3M is a Dividend King thanks to increasing its dividend payments for more than 60 years in a row. And there&#39;s little doubt that streak will continue; it paid out $5.92 per share in dividends for 2021. With an EPS of $10.12, that puts its payout ratio at just 58%. So there&#39;s plenty of room for the company to continue making and increasing payouts.</p><p>3M shares haven&#39;t been this low since the fall of 2020, and the stock&#39;s yield is currently at 3.7%. Now could be a great time to add this investment to your portfolio.</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 High-Yield Dividend Stocks That Are Trading Near Their 52-Week Lows</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 High-Yield Dividend Stocks That Are Trading Near Their 52-Week Lows\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-11 23:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/02/10/2-high-yield-dividend-stocks-that-are-trading-near/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>When dividend stocks go on sale, it can be an opportunity for investors to lock in a higher-than-normal yield. The dividend yield, of course is a function of both quarterly payments and the share ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/02/10/2-high-yield-dividend-stocks-that-are-trading-near/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4533":"AQR资本管理(全球第二大对冲基金)","BK4532":"文艺复兴科技持仓","BK4566":"资本集团","GILD":"吉利德科学","BK4512":"苹果概念","BK4206":"工业集团企业","MMM":"3M","BK4568":"美国抗疫概念","BK4534":"瑞士信贷持仓","BK4139":"生物科技","BK4550":"红杉资本持仓"},"source_url":"https://www.fool.com/investing/2022/02/10/2-high-yield-dividend-stocks-that-are-trading-near/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2210159258","content_text":"When dividend stocks go on sale, it can be an opportunity for investors to lock in a higher-than-normal yield. The dividend yield, of course is a function of both quarterly payments and the share price; when the latter falls, the yield goes up.A couple of already high-yielding stocks that are paying more than the S&P 500 average of 1.3% and have fallen near their 52-week lows are Gilead Sciences (NASDAQ:GILD) and 3M (NYSE:MMM). Here's why despite recent investor bearishness, these could be solid additions to your portfolios today.1. Gilead SciencesDrugmaker Gilead Sciences is trading at around $63 a share and has been inching closer to its 52-week low of $61.39. The stock nosedived after the company released its latest quarterly results on Feb. 1. Gilead's performance for the past three months of 2021 was underwhelming with the company's sales of $7.2 billion declining 2.4% from the same period a year ago. Net income of $376 million was also just a fraction of the $1.5 billion that it reported a year earlier; the healthcare company says the decline was largely due to a legal settlement of $625 million involving Arcus Biosciences.For 2022, Gilead projects that its sales will come in between $23.8 billion and $24.3 billion; at the midpoint of $24 billion, that would be a decline of 12% from the $27.3 billion it recorded in 2021. The company expects diluted earnings per share (EPS) to be between $4.70 and $5.20 for the year, so it could still potentially come in better than the $4.93-per-share profit it reported this past year.Even if there is a decline in profitability, those numbers will still be strong enough to support the company's dividend, which currently pays shareholders $2.92 per share a year. At the low point of its EPS estimate, Gilead's payout ratio would still be fairly modest at 62%; that would leave plenty of room for the company not only to support but also to grow its already high dividend, which currently yields 4.6%.Although Gilead is facing some challenges, particularly from losses in exclusivity for some of its key products, the company is working on building out its pipeline. In oncology alone, there are over 30 clinical trials currently taking place.Gilead remains in solid shape despite some risks, and investors are compensated for it as the stock trades at a lower forward price-to-earnings multiple than other drugmakers:GILD PE Ratio (Forward) data by YCharts.2. 3MMultinational conglomerate 3M hit a new 52-week low this week as it also fell out of favor with investors. The company, which makes healthcare masks and respirators, was a popular investment during the pandemic's early stages. And as COVID-19 case numbers began to subside last year and hopes about a return to normal rose, interest in the stock began to wane.The company released fourth-quarter numbers on Jan. 25, reporting sales of $8.6 billion for the period ended Dec. 31, 2021. That was flat from the prior year. Meanwhile, net income declined by 4.7% to $1.3 billion. By contrast, sales rose 5.8% in 2020's fourth quarter. That was largely due to an increase in safety and industrial revenue (including personal hygiene products and masks). This time around, however, that segment of its business fell 2% to about $3.1 billion.Other business units (healthcare, transportation and electronics) are smaller and also showed little or no growth. The lone exception and growth catalyst in Q4 was its consumer business (e.g. bandages, cleaning, and stationery products) which rose by 4% and helped keep the quarter's sales just slightly above the prior-year numbers. All this diversification makes the business resilient -- and as a whole, 3M continues to do well. For all of 2021, net sales rose 10% year over year to $35.4 billion.For income investors, the company's payouts look more than safe even if the growth rate starts to falter. 3M is a Dividend King thanks to increasing its dividend payments for more than 60 years in a row. And there's little doubt that streak will continue; it paid out $5.92 per share in dividends for 2021. With an EPS of $10.12, that puts its payout ratio at just 58%. So there's plenty of room for the company to continue making and increasing payouts.3M shares haven't been this low since the fall of 2020, and the stock's yield is currently at 3.7%. Now could be a great time to add this investment to your portfolio.","news_type":1},"isVote":1,"tweetType":1,"viewCount":513,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9075392088,"gmtCreate":1658143015144,"gmtModify":1676536111665,"author":{"id":"3581742056036131","authorId":"3581742056036131","name":"TWLC","avatar":"https://static.tigerbbs.com/78b46ba0d711c1fcc23aadd7a6f18021","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581742056036131","authorIdStr":"3581742056036131"},"themes":[],"htmlText":"Politics has a part in this too.","listText":"Politics has a part in this too.","text":"Politics has a part in this too.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9075392088","repostId":"1176257132","repostType":4,"repost":{"id":"1176257132","kind":"news","pubTimestamp":1658116148,"share":"https://ttm.financial/m/news/1176257132?lang=&edition=fundamental","pubTime":"2022-07-18 11:49","market":"us","language":"en","title":"Alibaba: A Qualitative Breakdown Of $500 Billion In Disappeared Market Cap","url":"https://stock-news.laohu8.com/highlight/detail?id=1176257132","media":"Seeking Alpha","summary":"SummaryBABA has lost two-thirds (>$500 billion) in market cap since its peak in late 2020.This artic","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>BABA has lost two-thirds (&gt;$500 billion) in market cap since its peak in late 2020.</li><li>This article will break down the lost $500 bn into qualitative components:(i) lower profitability, (ii) slower growth, and (iii) higher risk premiums / required rates of returns by investors.</li><li>Current market valuations are effectively assuming these effects will persist into perpetuity.</li><li>Out of the three, lower profitability is likely reflective of a structural shift, but the other two may prove temporary and could change with time.</li></ul><p>NYSE:BABA has lost two-thirds (&gt;$500 billion) in market cap since its peak in late 2020. This article will review the tangible economic effects of the SAMR’s anticompetition policies on BABA’s business performance, including: (i) lower profitability, (ii) slower growth and (iii) higher risk premiums / required rates of returns by investors. Current market valuations are effectively assuming these effects will persist into perpetuity. Out of the three, lower profitability is likely reflective of a structural shift, but the other two may prove to be temporary and could change with time.</p><p><b>Lower profitability</b></p><p>A direct consequence of SAMR’s rules was to tilt the market landscape in favour of number two and smaller players relative to the incumbent. Indeed, management have repeatedly mentioned “increased competition” impacting the company’s core e-commerce segment on earnings calls since the regulatory shakeout.</p><p>To cope, (as well as to proactively portray the image of a good socially-responsible corporate citizen in front of government authorities), BABA is forced to:</p><ol><li>Provide more subsidies to merchants and partners (effectively discounted pricing)</li><li>Step up investment, either in the form of direct sales and marketing dollars or “strategic initiatives” investment</li></ol><p>This has resulted in EBITA margins dropping from 27% (average of 8 quarters leading up to the quarter ending Dec 2020 (3QFY21)) to 16% (average of 4 quarters leading up to the quarter ending Dec 2021 (3QFY22)).</p><p><img src=\"https://static.tigerbbs.com/ec9f30c463d38d513f90511dd9539909\" tg-width=\"640\" tg-height=\"375\" referrerpolicy=\"no-referrer\"/></p><p>Company filings</p><p>Looking back to early 2018, EBITA margins similarly dropped drastically from 40% to 30% when the company first launched its “new retail” initiative and remained at that lower level since. Similarly, BABA’s current investments in strategic initiatives reflect structural changes to the company’s business mix, and the most recent gap-down in margins may be here to stay.</p><p><b>Slower Growth</b></p><p>I include slowing growth as one of the economic effects resulting from SAMR’s anticompetition policies, but anticompetitive regulations drag on BABA’s growth only to the extent that they pressure BABA to reduce merchant fees (mentioned in point 1 under &#34;Lower Profitability&#34; above), which result in customer management revenue growing slower than GMV growth.</p><p>Given BABA’s 950 million annual active consumers covers two-thirds of the country’s 1.4 billion population, it is inevitable that the company’s growth trajectory will be affected by the macroeconomic picture, and this is regardless of what SAMR does and says. I review the latest macro indicators and then express my thoughts on how I view these levels of growth rates.</p><p>Beijing is targeting 5.5% annual GDP growth for 2022, but with first half growth at 2.5%, most analysts / economists do not expect that to be achieved. The marked deceleration was in 2Q when numerous cities implemented anti-virus curbs starting in March, in line with the country’s zero tolerance towards COVID. 2Q 2022 GDP growth was 0.4% YoY, barely escaping a contraction, and is below the 1.2% forecast by economists, and down from the 4.8% recorded in 1Q 2022.</p><p><img src=\"https://static.tigerbbs.com/a49500b570f0b72087f0d81447c59ab9\" tg-width=\"640\" tg-height=\"518\" referrerpolicy=\"no-referrer\"/></p><p>Financial Times</p><p>As far as BABA is concerned, a more relevant metric is perhaps retail sales growth. BABA’s growth in retail GMV and GTV (combined) have slowed from 20% to 30% before 2019 to an average of 14% in 2021 (average of 4 quarters from Mar 2021 (4QFY21) to Dec 2021 (3QFY22)). A rough graph plotting that against the index of YoY change in China Retail Sales Value suggests a certain degree of correlation between the two. Retail sales over 4Q 2021 was USD 1.9 trillion, a paltry 7% increase over 4Q 2020 (even with the Singles Day shopping festival in November). BABA is due to report 1Q 2023 results around August (so there is no company GMV / GTV datapoints yet for 2022) but I note that China retail sales growth was negative for 3 out of the first 6 months of 2022.</p><p><img src=\"https://static.tigerbbs.com/0830e999c0b3c721cb9eace36437be38\" tg-width=\"640\" tg-height=\"440\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg, BABA company filings</p><p>Even though there is a lot of talk about China growth being “slowest in three decades” etc., I propose to frame the picture in another way. China population (1.4 billion) is slightly more than 4 times that of US (320 million). Intuitively, that implies that when the average Chinese is one-quarter as rich as the average American*, their consumption economy will be same size as that of US. In other words, there is a long runway for growth, provided that China is able to shift from “easy” growth (large-scale infrastructure projects) to quality growth (improved labour productivity, technological advancements, etc.). If so, then even after the Chinese consumption economy catches up with that of the US in terms of absolute size, there is still the differential between income per capita to bridge.</p><p><i>*The average Chinese is less than one-quarter as well off as the average American. As of 2021, China constant GDP per capita was$11,200vs US constant GDP per capita of$61,280according to data from the St Louis Fed.</i></p><p><b>Higher risk premiums / required rates of return</b></p><p>Most people are likely to agree that the stock is currently trading at an undervaluation, regardless of whether you are a BABA fan or not. Lower profitability and slower growth are two explaining factors, but they seem insufficient to fully account for such a large gap - $500 billion is <b>a lot</b>. The last component is higher risk premiums / required rates of returns by investors. This is what people call the “unknowns”, “uncertainties”, or CCP wildcard risk, hanging over the stock, which should be thought of scientifically as risk premiums (multiple compression in some ways is the flip side of the same coin) instead of some elusive construct. Investors are spooked and they need higher required returns to compensate.</p><p><b>Closing Remarks</b></p><p>Companies can survive, and even thrive, following intense regulatory cycles. Take the Dodd-Frank Act as example, the introduction of close to 28,000 new rules and restrictions curtailed banks’ revenue pools, doubled their capital requirements and compliance costs. On the upside, in the years following the passage of Dodd-Frank, banks restructured, changed their business mix, became more efficient, learned to optimize capital, and developed new competitive edges in areas of technology and marketing. This regulatory adaptation separated the winners from the losers. Starting in 2013, a few large bank stocks went on to significantly beat the broader market over the rest of the decade. In BABA’s case, the market has reacted to the 2020-2021 developments as if they are killer blows to the company, when instead they are more catalysts for change.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba: A Qualitative Breakdown Of $500 Billion In Disappeared Market Cap</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: A Qualitative Breakdown Of $500 Billion In Disappeared Market Cap\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-18 11:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4523786-baba-a-qualitative-breakdown-of-500-billion-in-disappeared-market-cap><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryBABA has lost two-thirds (>$500 billion) in market cap since its peak in late 2020.This article will break down the lost $500 bn into qualitative components:(i) lower profitability, (ii) slower...</p>\n\n<a href=\"https://seekingalpha.com/article/4523786-baba-a-qualitative-breakdown-of-500-billion-in-disappeared-market-cap\">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","BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4523786-baba-a-qualitative-breakdown-of-500-billion-in-disappeared-market-cap","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176257132","content_text":"SummaryBABA has lost two-thirds (>$500 billion) in market cap since its peak in late 2020.This article will break down the lost $500 bn into qualitative components:(i) lower profitability, (ii) slower growth, and (iii) higher risk premiums / required rates of returns by investors.Current market valuations are effectively assuming these effects will persist into perpetuity.Out of the three, lower profitability is likely reflective of a structural shift, but the other two may prove temporary and could change with time.NYSE:BABA has lost two-thirds (>$500 billion) in market cap since its peak in late 2020. This article will review the tangible economic effects of the SAMR’s anticompetition policies on BABA’s business performance, including: (i) lower profitability, (ii) slower growth and (iii) higher risk premiums / required rates of returns by investors. Current market valuations are effectively assuming these effects will persist into perpetuity. Out of the three, lower profitability is likely reflective of a structural shift, but the other two may prove to be temporary and could change with time.Lower profitabilityA direct consequence of SAMR’s rules was to tilt the market landscape in favour of number two and smaller players relative to the incumbent. Indeed, management have repeatedly mentioned “increased competition” impacting the company’s core e-commerce segment on earnings calls since the regulatory shakeout.To cope, (as well as to proactively portray the image of a good socially-responsible corporate citizen in front of government authorities), BABA is forced to:Provide more subsidies to merchants and partners (effectively discounted pricing)Step up investment, either in the form of direct sales and marketing dollars or “strategic initiatives” investmentThis has resulted in EBITA margins dropping from 27% (average of 8 quarters leading up to the quarter ending Dec 2020 (3QFY21)) to 16% (average of 4 quarters leading up to the quarter ending Dec 2021 (3QFY22)).Company filingsLooking back to early 2018, EBITA margins similarly dropped drastically from 40% to 30% when the company first launched its “new retail” initiative and remained at that lower level since. Similarly, BABA’s current investments in strategic initiatives reflect structural changes to the company’s business mix, and the most recent gap-down in margins may be here to stay.Slower GrowthI include slowing growth as one of the economic effects resulting from SAMR’s anticompetition policies, but anticompetitive regulations drag on BABA’s growth only to the extent that they pressure BABA to reduce merchant fees (mentioned in point 1 under \"Lower Profitability\" above), which result in customer management revenue growing slower than GMV growth.Given BABA’s 950 million annual active consumers covers two-thirds of the country’s 1.4 billion population, it is inevitable that the company’s growth trajectory will be affected by the macroeconomic picture, and this is regardless of what SAMR does and says. I review the latest macro indicators and then express my thoughts on how I view these levels of growth rates.Beijing is targeting 5.5% annual GDP growth for 2022, but with first half growth at 2.5%, most analysts / economists do not expect that to be achieved. The marked deceleration was in 2Q when numerous cities implemented anti-virus curbs starting in March, in line with the country’s zero tolerance towards COVID. 2Q 2022 GDP growth was 0.4% YoY, barely escaping a contraction, and is below the 1.2% forecast by economists, and down from the 4.8% recorded in 1Q 2022.Financial TimesAs far as BABA is concerned, a more relevant metric is perhaps retail sales growth. BABA’s growth in retail GMV and GTV (combined) have slowed from 20% to 30% before 2019 to an average of 14% in 2021 (average of 4 quarters from Mar 2021 (4QFY21) to Dec 2021 (3QFY22)). A rough graph plotting that against the index of YoY change in China Retail Sales Value suggests a certain degree of correlation between the two. Retail sales over 4Q 2021 was USD 1.9 trillion, a paltry 7% increase over 4Q 2020 (even with the Singles Day shopping festival in November). BABA is due to report 1Q 2023 results around August (so there is no company GMV / GTV datapoints yet for 2022) but I note that China retail sales growth was negative for 3 out of the first 6 months of 2022.Bloomberg, BABA company filingsEven though there is a lot of talk about China growth being “slowest in three decades” etc., I propose to frame the picture in another way. China population (1.4 billion) is slightly more than 4 times that of US (320 million). Intuitively, that implies that when the average Chinese is one-quarter as rich as the average American*, their consumption economy will be same size as that of US. In other words, there is a long runway for growth, provided that China is able to shift from “easy” growth (large-scale infrastructure projects) to quality growth (improved labour productivity, technological advancements, etc.). If so, then even after the Chinese consumption economy catches up with that of the US in terms of absolute size, there is still the differential between income per capita to bridge.*The average Chinese is less than one-quarter as well off as the average American. As of 2021, China constant GDP per capita was$11,200vs US constant GDP per capita of$61,280according to data from the St Louis Fed.Higher risk premiums / required rates of returnMost people are likely to agree that the stock is currently trading at an undervaluation, regardless of whether you are a BABA fan or not. Lower profitability and slower growth are two explaining factors, but they seem insufficient to fully account for such a large gap - $500 billion is a lot. The last component is higher risk premiums / required rates of returns by investors. This is what people call the “unknowns”, “uncertainties”, or CCP wildcard risk, hanging over the stock, which should be thought of scientifically as risk premiums (multiple compression in some ways is the flip side of the same coin) instead of some elusive construct. Investors are spooked and they need higher required returns to compensate.Closing RemarksCompanies can survive, and even thrive, following intense regulatory cycles. Take the Dodd-Frank Act as example, the introduction of close to 28,000 new rules and restrictions curtailed banks’ revenue pools, doubled their capital requirements and compliance costs. On the upside, in the years following the passage of Dodd-Frank, banks restructured, changed their business mix, became more efficient, learned to optimize capital, and developed new competitive edges in areas of technology and marketing. This regulatory adaptation separated the winners from the losers. Starting in 2013, a few large bank stocks went on to significantly beat the broader market over the rest of the decade. In BABA’s case, the market has reacted to the 2020-2021 developments as if they are killer blows to the company, when instead they are more catalysts for change.","news_type":1},"isVote":1,"tweetType":1,"viewCount":288,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9075392660,"gmtCreate":1658143084950,"gmtModify":1676536111681,"author":{"id":"3581742056036131","authorId":"3581742056036131","name":"TWLC","avatar":"https://static.tigerbbs.com/78b46ba0d711c1fcc23aadd7a6f18021","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581742056036131","authorIdStr":"3581742056036131"},"themes":[],"htmlText":"Let's hope this sustains.","listText":"Let's hope this sustains.","text":"Let's hope this sustains.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9075392660","repostId":"1170370253","repostType":4,"isVote":1,"tweetType":1,"viewCount":419,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9092699855,"gmtCreate":1644598348790,"gmtModify":1676533945319,"author":{"id":"3581742056036131","authorId":"3581742056036131","name":"TWLC","avatar":"https://static.tigerbbs.com/78b46ba0d711c1fcc23aadd7a6f18021","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581742056036131","authorIdStr":"3581742056036131"},"themes":[],"htmlText":"So is the company a 1 trick pony?","listText":"So is the company a 1 trick pony?","text":"So is the company a 1 trick pony?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9092699855","repostId":"2210450495","repostType":4,"repost":{"id":"2210450495","kind":"highlight","pubTimestamp":1644580748,"share":"https://ttm.financial/m/news/2210450495?lang=&edition=fundamental","pubTime":"2022-02-11 19:59","market":"us","language":"en","title":"Everyone Is Talking About This Stock. Is It a Good Long-Term Option?","url":"https://stock-news.laohu8.com/highlight/detail?id=2210450495","media":"Motley Fool","summary":"This company is known for its billion-dollar product.","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/MRNA\"><b>Moderna</b> </a> has been a stock to watch -- and buy -- ever since it entered the coronavirus vaccine race. The biotech company brought a vaccine to market in less than a year. And it&#39;s delivered billions of dollars in revenue and profit thanks to that product. As a result, the shares have soared. They climbed 1,200% over the past two years.</p><p>But the stock has lost some of its sparkle in recent times. It&#39;s down more than 60% since its peak in August. That&#39;s as investors worry about revenue prospects post-pandemic. Moderna has been great in the short and medium term. But, today, it&#39;s fair to ask: Is this vaccine superstar a good long-term option? Let&#39;s find out.</p><h2>Moderna&#39;s biggest problem</h2><p>First, let&#39;s have a look at the biggest problem Moderna faces right now. And that&#39;s uncertainty about future coronavirus vaccine sales. This year looks promising. The company has already predicted $18.5 billion in sales, according to advance purchase agreements so far. If Moderna can deliver those doses, it&#39;s set to generate even more revenue this year than last year.</p><p>Moderna is set to report full-year earnings on Feb. 24. The company has already offered us a glimpse of what to expect -- vaccine sales of $17.5 billion.</p><p>Beyond these first two years of vaccine sales, though, it&#39;s unclear if governments will continue to order as many doses -- especially if the pandemic shifts to an endemic situation. That said, we can use the information we have today to make a general prediction. And here, I say, sales probably won&#39;t sink like a stone. That&#39;s because the coronavirus will continue to circulate -- and people will need protection. And that protection will come in the form of vaccines or boosters. Moderna is even working on strain-specific boosters to more effectively fight the ever-evolving coronavirus.</p><p>Of course, governments (or, eventually, healthcare providers) may order fewer doses in the coming years. But revenue still may remain in blockbuster territory for quite some time. Moderna&#39;s development of a combined flu/coronavirus vaccine candidate could become the next big product in this program. So, the coronavirus vaccine story isn&#39;t over.</p><h2>The pipeline and ability to advance it</h2><p>But I&#39;m not looking at the coronavirus program as the main reason to buy Moderna for the long term. Instead, it&#39;s Moderna&#39;s entire pipeline and ability to move these projects forward that makes this company a good long-term option.</p><p>Moderna is generating an enormous amount of revenue right now -- and the company&#39;s cash position has been growing. Moderna&#39;s cash and equivalents totaled $15.3 billion as of Sept. 30. That&#39;s up from $5.2 billion at the end of 2020. At the same time, free cash flow and return on invested capital are on the rise.</p><p><img src=\"https://static.tigerbbs.com/a12a16ba48179139199d89298c8780a3\" tg-width=\"720\" tg-height=\"449\" referrerpolicy=\"no-referrer\"/></p><p>MRNA Return on Invested Capital data by YCharts</p><p>All of this means Moderna can advance its pipeline and invest in outside programs. For example, Moderna just recently invested more than $45 million in Carisma Therapeutics Inc. to establish a cancer treatment collaboration. This involves using Moderna&#39;s mRNA technology along with Carisma&#39;s engineered macrophage technology -- these cells play a role in immune response. As part of the deal, Moderna can choose as many as 12 targets to develop and potentially commercialize.</p><p>Moderna&#39;s own pipeline offers many opportunities. The biotech has a total of 40 programs in development across various therapeutic areas. Some opportunities are right around the corner, while others may take shape in the long term.</p><h2>The next blockbuster?</h2><p>The next big product from Moderna may be a cytomegalovirus (CMV) vaccine. The company began a phase 3 pivotal trial this past fall. CMV is a common virus that can be particularly devastating for unborn babies and people with weakened immune systems. Right now, a CMV vaccine doesn&#39;t exist. Moderna has the possibility of entering the market first. And the company expects a potential vaccine to be a blockbuster.</p><p>As for the long term, investors should keep an eye on Moderna&#39;s work on HIV vaccine candidates. The company recently launched a phase 1 trial for <a href=\"https://laohu8.com/S/AONE.U\">one</a> of these candidates. Many other companies have failed in this area. And HIV remains a major problem worldwide. More than 1.5 million people acquired the virus in 2020, according to UNAIDS.</p><p>So, Moderna&#39;s pipeline and its current financial strength put it in a great position to build its product portfolio -- and therefore its ability to continue generating blockbuster revenue in the future. And that means Moderna isn&#39;t a company that will deliver only as long as the coronavirus is around. Instead, this biotech player has what it takes to perform over the long term.</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>Everyone Is Talking About This Stock. Is It a Good Long-Term Option?</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\">\nEveryone Is Talking About This Stock. Is It a Good Long-Term Option?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-11 19:59 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/02/11/everyone-is-talking-about-this-stock-is-it-a-good/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Moderna  has been a stock to watch -- and buy -- ever since it entered the coronavirus vaccine race. The biotech company brought a vaccine to market in less than a year. And it's delivered billions of...</p>\n\n<a href=\"https://www.fool.com/investing/2022/02/11/everyone-is-talking-about-this-stock-is-it-a-good/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MRNA":"Moderna, Inc.","BK4532":"文艺复兴科技持仓","BK4551":"寇图资本持仓","BK4548":"巴美列捷福持仓","BK4568":"美国抗疫概念","BK4534":"瑞士信贷持仓","BK4139":"生物科技","BK4533":"AQR资本管理(全球第二大对冲基金)"},"source_url":"https://www.fool.com/investing/2022/02/11/everyone-is-talking-about-this-stock-is-it-a-good/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2210450495","content_text":"Moderna  has been a stock to watch -- and buy -- ever since it entered the coronavirus vaccine race. The biotech company brought a vaccine to market in less than a year. And it's delivered billions of dollars in revenue and profit thanks to that product. As a result, the shares have soared. They climbed 1,200% over the past two years.But the stock has lost some of its sparkle in recent times. It's down more than 60% since its peak in August. That's as investors worry about revenue prospects post-pandemic. Moderna has been great in the short and medium term. But, today, it's fair to ask: Is this vaccine superstar a good long-term option? Let's find out.Moderna's biggest problemFirst, let's have a look at the biggest problem Moderna faces right now. And that's uncertainty about future coronavirus vaccine sales. This year looks promising. The company has already predicted $18.5 billion in sales, according to advance purchase agreements so far. If Moderna can deliver those doses, it's set to generate even more revenue this year than last year.Moderna is set to report full-year earnings on Feb. 24. The company has already offered us a glimpse of what to expect -- vaccine sales of $17.5 billion.Beyond these first two years of vaccine sales, though, it's unclear if governments will continue to order as many doses -- especially if the pandemic shifts to an endemic situation. That said, we can use the information we have today to make a general prediction. And here, I say, sales probably won't sink like a stone. That's because the coronavirus will continue to circulate -- and people will need protection. And that protection will come in the form of vaccines or boosters. Moderna is even working on strain-specific boosters to more effectively fight the ever-evolving coronavirus.Of course, governments (or, eventually, healthcare providers) may order fewer doses in the coming years. But revenue still may remain in blockbuster territory for quite some time. Moderna's development of a combined flu/coronavirus vaccine candidate could become the next big product in this program. So, the coronavirus vaccine story isn't over.The pipeline and ability to advance itBut I'm not looking at the coronavirus program as the main reason to buy Moderna for the long term. Instead, it's Moderna's entire pipeline and ability to move these projects forward that makes this company a good long-term option.Moderna is generating an enormous amount of revenue right now -- and the company's cash position has been growing. Moderna's cash and equivalents totaled $15.3 billion as of Sept. 30. That's up from $5.2 billion at the end of 2020. At the same time, free cash flow and return on invested capital are on the rise.MRNA Return on Invested Capital data by YChartsAll of this means Moderna can advance its pipeline and invest in outside programs. For example, Moderna just recently invested more than $45 million in Carisma Therapeutics Inc. to establish a cancer treatment collaboration. This involves using Moderna's mRNA technology along with Carisma's engineered macrophage technology -- these cells play a role in immune response. As part of the deal, Moderna can choose as many as 12 targets to develop and potentially commercialize.Moderna's own pipeline offers many opportunities. The biotech has a total of 40 programs in development across various therapeutic areas. Some opportunities are right around the corner, while others may take shape in the long term.The next blockbuster?The next big product from Moderna may be a cytomegalovirus (CMV) vaccine. The company began a phase 3 pivotal trial this past fall. CMV is a common virus that can be particularly devastating for unborn babies and people with weakened immune systems. Right now, a CMV vaccine doesn't exist. Moderna has the possibility of entering the market first. And the company expects a potential vaccine to be a blockbuster.As for the long term, investors should keep an eye on Moderna's work on HIV vaccine candidates. The company recently launched a phase 1 trial for one of these candidates. Many other companies have failed in this area. And HIV remains a major problem worldwide. More than 1.5 million people acquired the virus in 2020, according to UNAIDS.So, Moderna's pipeline and its current financial strength put it in a great position to build its product portfolio -- and therefore its ability to continue generating blockbuster revenue in the future. And that means Moderna isn't a company that will deliver only as long as the coronavirus is around. Instead, this biotech player has what it takes to perform over the long term.","news_type":1},"isVote":1,"tweetType":1,"viewCount":295,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9000017586,"gmtCreate":1639494103177,"gmtModify":1676533490799,"author":{"id":"3581742056036131","authorId":"3581742056036131","name":"TWLC","avatar":"https://static.tigerbbs.com/78b46ba0d711c1fcc23aadd7a6f18021","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581742056036131","authorIdStr":"3581742056036131"},"themes":[],"htmlText":"Guess it is a good time to buy","listText":"Guess it is a good time to buy","text":"Guess it is a good time to buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9000017586","repostId":"1141132761","repostType":4,"isVote":1,"tweetType":1,"viewCount":589,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}