Darteh personal page - To The Moon

Darteh

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2023-06-14

Thanks for the info

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2023-04-07

Thanks for the sharing

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2022-12-12

Good. Also apple up coming EV car beside AR/VR.

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2022-07-02

Thanks for the analysis

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2022-06-05

Will watch for the key note. Thanks

Apple: What to Look Out for at the Upcoming WWDC 2022 Event

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Also apple up coming EV&nbsp;car beside AR/VR.","listText":"Good. Also apple up coming EV&nbsp;car beside AR/VR.","text":"Good. Also apple up coming EV car beside AR/VR.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9923160336","repostId":"2290225801","repostType":2,"isVote":1,"tweetType":1,"viewCount":258,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9044203631,"gmtCreate":1656758329323,"gmtModify":1676535890327,"author":{"id":"3581849578665107","authorId":"3581849578665107","name":"Darteh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581849578665107","authorIdStr":"3581849578665107"},"themes":[],"htmlText":"Thanks for the analysis&nbsp;","listText":"Thanks for the analysis&nbsp;","text":"Thanks for the analysis","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9044203631","repostId":"2248213848","repostType":2,"isVote":1,"tweetType":1,"viewCount":302,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9059540705,"gmtCreate":1654399294707,"gmtModify":1676535442430,"author":{"id":"3581849578665107","authorId":"3581849578665107","name":"Darteh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581849578665107","authorIdStr":"3581849578665107"},"themes":[],"htmlText":"Will watch for the key note. Thanks","listText":"Will watch for the key note. Thanks","text":"Will watch for the key note. Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9059540705","repostId":"1133091781","repostType":2,"repost":{"id":"1133091781","kind":"news","pubTimestamp":1654390809,"share":"https://ttm.financial/m/news/1133091781?lang=&edition=fundamental","pubTime":"2022-06-05 09:00","market":"us","language":"en","title":"Apple: What to Look Out for at the Upcoming WWDC 2022 Event","url":"https://stock-news.laohu8.com/highlight/detail?id=1133091781","media":"TipRanks","summary":"Upside of 32%.Turning now to the rest of the Street, where the average target clocks in at $186.45 and factors in 12-month gains of 28%. 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple: What to Look Out for at the Upcoming WWDC 2022 Event\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-05 09:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/apple-what-to-look-out-for-at-the-upcoming-wwdc-2022-event/><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple’s (AAPL)annual WWDC (Worldwide Developers Conference) will take place throughout next week and the tech giant’s global fanbase will get an opportunity to find out what products Apple plans on ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/apple-what-to-look-out-for-at-the-upcoming-wwdc-2022-event/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.tipranks.com/news/article/apple-what-to-look-out-for-at-the-upcoming-wwdc-2022-event/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133091781","content_text":"Apple’s (AAPL)annual WWDC (Worldwide Developers Conference) will take place throughout next week and the tech giant’s global fanbase will get an opportunity to find out what products Apple plans on bringing to market.iOS 16, the latest version of Apple’s mobile operating system is expected to get an introduction with the lock screen, messaging and health all boasting meaningful upgrades.Wedbush analyst Daniel Ives also thinks the next major Apple Watch OS will be announced along with a new MacBook Air 2022 version.But Ives anticipates some other, more intriguing surprises, ones which are non-software related. “We importantly believe that Cook & Co. will hit on a number of AR/VR technologies to developers that the company plans to introduce and ultimately this strategy is laying the breadcrumbs to the highly anticipated AR headset Apple Glasses set to make its debut likely before holiday season or latest early 2023 based on the supply trajectory,” the 5-star analyst said.Eying the metaverse opportunity in a big way, the Apple Glass AR/VR technology will be a “key broadening out of the Apple ecosystem.”But the metaverse is not the only target Apple has set its sights on. Having decided not to bring a movie studio under the fold, Ives thinks Apple is keen to add more live sports to its roster of services. The company has already bought the rights for MLB Friday Night baseball package games for the next few years and along with Amazon, Ives says it is “widely viewed” in the industry the pair were in the final bidding for the NFL Sunday Ticket.This should be a multi-billion-dollar annual deal ($2.5 billion+) and a “landmark” for the company, with the package seen as the “crown jewel” for streaming live sports content. Should Apple win it, it will further strengthen its position in the streaming arms race,” one which has already been boosted by the Oscar win of CODA and success of other recent offerings (Ted Lasso, The Morning Show, Severance).To this end, Ives reiterated an Outperform (i.e., Buy) rating backed by a $200 price target. The implication for investors? Upside of 32%.Turning now to the rest of the Street, where the average target clocks in at $186.45 and factors in 12-month gains of 28%. Looking at the ratings, based on 21 Buys vs. 6 Holds, the analyst consensus rates the stock a Strong Buy.","news_type":1},"isVote":1,"tweetType":1,"viewCount":196,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9923160336,"gmtCreate":1670810455925,"gmtModify":1676538437720,"author":{"id":"3581849578665107","authorId":"3581849578665107","name":"Darteh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581849578665107","authorIdStr":"3581849578665107"},"themes":[],"htmlText":"Good. Also apple up coming EV&nbsp;car beside AR/VR.","listText":"Good. Also apple up coming EV&nbsp;car beside AR/VR.","text":"Good. Also apple up coming EV car beside AR/VR.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9923160336","repostId":"2290225801","repostType":2,"repost":{"id":"2290225801","kind":"highlight","pubTimestamp":1670809368,"share":"https://ttm.financial/m/news/2290225801?lang=&edition=fundamental","pubTime":"2022-12-12 09:42","market":"us","language":"en","title":"Apple: 5 Topics That Should Be on Investors' Minds","url":"https://stock-news.laohu8.com/highlight/detail?id=2290225801","media":"Seeking Alpha","summary":"It's no secret that Apple (NASDAQ:AAPL) stands out above all other tech sector titans for a number o","content":"<html><head></head><body><p>It&#39;s no secret that Apple (NASDAQ:AAPL) stands out above all other tech sector titans for a number of reasons.</p><p>For starters, the company easily has one of the most-recognizable brand names and images in not just the tech sector but in all of worldwide business. And even with its share price dropping by 17% this year, Apple (AAPL) still remains the world&#39;s most-valuable company, with a market cap of $2.3T.</p><p>And, because the iPhone still remains the standard by which all other mobile phones are measured, and is Apple&#39;s (AAPL) largest source of revenue, anything related to the disruption of iPhone production is going to get the attention of investors.</p><p>However, analyst Erik Woodring, of <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a>, said that while talk of the iPhone is expected, there are five other questions about Apple (AAPL) that he said are increasing among Apple (AAPL) shareholders, and which are worth considering at the end of the year.</p><p>&#34;The company has a long runway for growth in the core business through increased penetration of emerging markets and growing monetization of under-penetrated services offerings,&#34; Woodring said. &#34;We believe any stock dislocation on the back of supply related disruptions presents an opportunity to own one of the highest quality tech platforms.&#34;</p><p>Among the matters Woodring said that is coming up around Apple (AAPL) is when the stock might reach a &#34;near-term floor&#34;. Woodring said that based on his current earning and price-to-earnings multiple outlooks for 2023, it wouldn&#39;t be surprising to see Apple&#39;s (AAPL) shares fall to as low as $120, from its current level of around $144 a share.</p><p>However, Woodring stressed that he still has a $235-a-share &#34;bull case&#34; valuation on Apple&#39;s (AAPL) stock based on factors such as the company acting more like a &#34;subscription model&#34; due to the increasing sales the company brings in from its services business.</p><p>Woodring also said that reports of iPhone production shortfalls will remain &#34;the key near-term debate&#34; going into 2023. However, he said that demand for the new iPhone 14 models &#34;is more resolute than feared&#34; due to the upgrade intentions of current iPhone owners. Woodring added that in past periods of iPhone production issues, the following year has &#34;always seen better-than-expected growth [and] estimate revisions, showing [that] demand has been more sustainable than initially feared.&#34;</p><p>COVID flareups in China, where Apple (AAPL) partner Foxconn has a massive iPhone-manufacturing plant in Zhengzhou, have added to the topic of Apple (AAPL) diversifying its supply chain in order to be less susceptible to issues in China. As such, Apple (AAPL) has begun to move the some of its Apple Watch, AirPods and older iPhone production to Vietnam and India, and Woodring said, &#34;We wouldn&#39;t be surprised to see regions like India, Vietnam and Malaysia as more significant centers of production over the next few years.&#34;</p><p>With services becoming Apple&#39;s (AAPL) second-largest revenue generator after the iPhone, sales of subscriptions to offerings such as Apple Music and iCloud storage are playing a bigger role in the company&#39;s overall business strategy. Woodring said that the App Store and licensing will likely be the two areas to drive services in the next few years, and return the segment to double-digit year-over-year sales growth.</p><p>Finally, Woodring said that Apple&#39;s (AAPL) launching of an augmented or virtual-reality headset presents &#34;an attractive long-term opportunity&#34; for the company, but it will take time to have a major impact on the company&#39;s overall results.</p><p>&#34;Any product that Apple launches will reflect the quality of the brand and be differentiated by the differentiation of hardware, software and services,&#34; Woodring said. &#34;This could grow over time as a content ecosystem is built out to have broader-reaching impacts.&#34;</p><p>Earlier this months, Apple (AAPL) was reported to have sped up work on its AR/VR headset efforts, and even gave a name to the device&#39;s operating system.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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}\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple: 5 Topics That Should Be on Investors' Minds\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-12 09:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3915832-apple-5-topics-that-should-be-on-investors-minds><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It's no secret that Apple (NASDAQ:AAPL) stands out above all other tech sector titans for a number of reasons.For starters, the company easily has one of the most-recognizable brand names and images ...</p>\n\n<a href=\"https://seekingalpha.com/news/3915832-apple-5-topics-that-should-be-on-investors-minds\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/news/3915832-apple-5-topics-that-should-be-on-investors-minds","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2290225801","content_text":"It's no secret that Apple (NASDAQ:AAPL) stands out above all other tech sector titans for a number of reasons.For starters, the company easily has one of the most-recognizable brand names and images in not just the tech sector but in all of worldwide business. And even with its share price dropping by 17% this year, Apple (AAPL) still remains the world's most-valuable company, with a market cap of $2.3T.And, because the iPhone still remains the standard by which all other mobile phones are measured, and is Apple's (AAPL) largest source of revenue, anything related to the disruption of iPhone production is going to get the attention of investors.However, analyst Erik Woodring, of Morgan Stanley, said that while talk of the iPhone is expected, there are five other questions about Apple (AAPL) that he said are increasing among Apple (AAPL) shareholders, and which are worth considering at the end of the year.\"The company has a long runway for growth in the core business through increased penetration of emerging markets and growing monetization of under-penetrated services offerings,\" Woodring said. \"We believe any stock dislocation on the back of supply related disruptions presents an opportunity to own one of the highest quality tech platforms.\"Among the matters Woodring said that is coming up around Apple (AAPL) is when the stock might reach a \"near-term floor\". Woodring said that based on his current earning and price-to-earnings multiple outlooks for 2023, it wouldn't be surprising to see Apple's (AAPL) shares fall to as low as $120, from its current level of around $144 a share.However, Woodring stressed that he still has a $235-a-share \"bull case\" valuation on Apple's (AAPL) stock based on factors such as the company acting more like a \"subscription model\" due to the increasing sales the company brings in from its services business.Woodring also said that reports of iPhone production shortfalls will remain \"the key near-term debate\" going into 2023. However, he said that demand for the new iPhone 14 models \"is more resolute than feared\" due to the upgrade intentions of current iPhone owners. Woodring added that in past periods of iPhone production issues, the following year has \"always seen better-than-expected growth [and] estimate revisions, showing [that] demand has been more sustainable than initially feared.\"COVID flareups in China, where Apple (AAPL) partner Foxconn has a massive iPhone-manufacturing plant in Zhengzhou, have added to the topic of Apple (AAPL) diversifying its supply chain in order to be less susceptible to issues in China. As such, Apple (AAPL) has begun to move the some of its Apple Watch, AirPods and older iPhone production to Vietnam and India, and Woodring said, \"We wouldn't be surprised to see regions like India, Vietnam and Malaysia as more significant centers of production over the next few years.\"With services becoming Apple's (AAPL) second-largest revenue generator after the iPhone, sales of subscriptions to offerings such as Apple Music and iCloud storage are playing a bigger role in the company's overall business strategy. Woodring said that the App Store and licensing will likely be the two areas to drive services in the next few years, and return the segment to double-digit year-over-year sales growth.Finally, Woodring said that Apple's (AAPL) launching of an augmented or virtual-reality headset presents \"an attractive long-term opportunity\" for the company, but it will take time to have a major impact on the company's overall results.\"Any product that Apple launches will reflect the quality of the brand and be differentiated by the differentiation of hardware, software and services,\" Woodring said. \"This could grow over time as a content ecosystem is built out to have broader-reaching impacts.\"Earlier this months, Apple (AAPL) was reported to have sped up work on its AR/VR headset efforts, and even gave a name to the device's operating system.","news_type":1},"isVote":1,"tweetType":1,"viewCount":258,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187058615197712,"gmtCreate":1686708147161,"gmtModify":1686708152310,"author":{"id":"3581849578665107","authorId":"3581849578665107","name":"Darteh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581849578665107","authorIdStr":"3581849578665107"},"themes":[],"htmlText":"Thanks for the info","listText":"Thanks for the info","text":"Thanks for the info","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/187058615197712","repostId":"2343036096","repostType":2,"repost":{"id":"2343036096","kind":"highlight","pubTimestamp":1686706767,"share":"https://ttm.financial/m/news/2343036096?lang=&edition=fundamental","pubTime":"2023-06-14 09:39","market":"sg","language":"en","title":"4 Singapore REITs That Undertook Acquisitions to Boost Their DPUs","url":"https://stock-news.laohu8.com/highlight/detail?id=2343036096","media":"The Smart Investor","summary":"These REITs are tapping into acquisitions to grow their distributions.","content":"<html><head></head><body><p>REITs are a great vehicle for income investors as they are mandated to pay out 90% of their earnings as distributions.</p><p>Because of this, dividend investors rely on them for steady and consistent dividends.</p><p>REITs are not only able to dole out dependable distributions but also can grow these distributions over time.</p><p>There are several methods that these bundled real estate securities use to increase their distribution per unit (DPU).</p><p>The first and most common method is through acquisitions of choice properties that will boost the REIT’s gross income and lead to a higher DPU.</p><p>Other methods include organic ones such as asset enhancement initiatives (AEIs), redevelopment opportunities, positive rental reversions, and built-in rental escalation clauses.</p><p>We highlight four Singapore REITs that recently announced acquisitions that promise to improve their DPU.</p><h2><a href=\"https://laohu8.com/S/JYEU.SI\">Lendlease Global Commercial REIT</a></h2><p>Lendlease Global Commercial REIT, or LREIT, is a retail cum office REIT that owns leasehold properties Jem and 313 Somerset in Singapore, and a freehold interest in Sky Garden (three Grade-A office buildings) in Milan, Italy.</p><p>These five properties have an asset under management (AUM) of around S$3.6 billion as of 30 June 2022.</p><p>Earlier this month, LREIT acquired a 10% stake in Parkway Parade Partnership Pte Ltd (PPP) for a consideration of around S$88.9 million.</p><p>PPP indirectly holds a 77.09% interest in the share value of Parkway Parade, an integrated office and retail asset.</p><p>The mall and office building will have a direct connection to Marine Parade MRT station once it is completed.</p><p>The property is planned for AEIs that will see it invigorated with new retail and food and beverage (F&amp;B) tenants. </p><p>This acquisition was financed through internal resources and debt facilities.</p><p>Assuming the acquisition was completed on 1 July 2022, DPU is projected to improve from S$0.0245 to S$0.0247 for the first half of fiscal 2023 (1H FY2023).</p><p>The REIT’s gearing as of 31 December 2022 will be 40.4% as a result of this transaction. </p><h2><a href=\"https://laohu8.com/S/UD1U.SI\">iREIT Global</a></h2><p>iREIT Global has a portfolio comprising five freehold office properties each in Germany and Spain, and 27 freehold retail properties in France.</p><p>The REIT is diversifying into the retail parks asset class with its latest acquisition.</p><p>iREIT Global has agreed to purchase a portfolio of 17 retail properties across France for consideration of €76.8 million.</p><p>These properties are fully leased out to B&amp;M France SAS, a wholly-owned subsidiary of the <strong>B&amp;M Group</strong> (LON: BME), a leading European discount retailer.</p><p>The properties are fully occupied and have a weighted average lease expiry (WALE) of around 6.8 years by gross rental income.</p><p>These new assets are projected to generate a net property income (NPI) yield of 7.9%.</p><p>In addition, there is also a potential upside in income for the REIT through the further development of existing sites for commercial use.</p><p>This acquisition is projected to increase iREIT Global’s DPU by 2% from €0.023 to €0.0235.</p><h2><a href=\"https://laohu8.com/S/A17U.SI\">CapitaLand Ascendas REIT</a></h2><p>CapitaLand Ascendas REIT, or CLAR, owns 230 industrial properties with an AUM of S$16.7 billion as of 31 March 2023.</p><p>Last month, CLAR announced the acquisition of The Shugart, an integrated high-specification research and development facility and business park in Singapore, for S$218.2 million.</p><p>The property is fully occupied by Seagate Singapore, a unit of <a href=\"https://laohu8.com/S/STX\">Seagate Technology</a>.</p><p>The initial NPI yield is 8.3% but will fall to 7.8% after factoring in transaction costs.</p><p>The estimated date of completion for this acquisition is in the second quarter of this year.</p><p>This purchase will strengthen CLAR’s portfolio as the asset is a high-quality business park occupied by a reputable global technology tenant.</p><p>DPU post-acquisition is expected to increase by 0.7% from S$0.015798 to S$0.15908.</p><h2><a href=\"https://laohu8.com/S/ME8U.SI\">Mapletree Industrial Trust</a></h2><p>Mapletree Industrial Trust, or MIT, owns a portfolio of 85 properties in Singapore and 56 in the US with an AUM of S$8.8 billion as of 31 March 2023.</p><p>In late May, the REIT announced the acquisition of a 98.47% stake in a newly-built data centre in Osaka, Japan, for around JPY 52 billion (approximately S$507.9 million).</p><p>The asset has a remaining land tenure of 70 years from 1 October 2020 and the completion of the acquisition is slated for the third quarter of this year.</p><p>The purchase of this data centre will bump up MIT’s AUM to S$9.3 billion and increase the industrial REIT’s data centre exposure from 53.7% to 56.3%.</p><p>MIT’s portfolio WALE will also increase from 3.9 years to 4.5 years.</p><p>The DPU for fiscal 2023 (FY2023) is projected to increase by 2.1% from S$0.1357 to S$0.1385.</p><p>Net asset value will also inch up 0.5% from S$1.85 to S$1.86.</p></body></html>","source":"thesmartinvestor_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>4 Singapore REITs That Undertook Acquisitions to Boost Their DPUs</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; 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{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\">\n4 Singapore REITs That Undertook Acquisitions to Boost Their DPUs\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-06-14 09:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://thesmartinvestor.com.sg/4-singapore-reits-that-undertook-acquisitions-to-boost-their-dpus/><strong>The Smart Investor</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>REITs are a great vehicle for income investors as they are mandated to pay out 90% of their earnings as distributions.Because of this, dividend investors rely on them for steady and consistent ...</p>\n\n<a href=\"https://thesmartinvestor.com.sg/4-singapore-reits-that-undertook-acquisitions-to-boost-their-dpus/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"JYEU.SI":"Lendlease Reit","UD1U.SI":"IREIT全球","A17U.SI":"凯德腾飞房产信托","ME8U.SI":"丰树工业信托"},"source_url":"https://thesmartinvestor.com.sg/4-singapore-reits-that-undertook-acquisitions-to-boost-their-dpus/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2343036096","content_text":"REITs are a great vehicle for income investors as they are mandated to pay out 90% of their earnings as distributions.Because of this, dividend investors rely on them for steady and consistent dividends.REITs are not only able to dole out dependable distributions but also can grow these distributions over time.There are several methods that these bundled real estate securities use to increase their distribution per unit (DPU).The first and most common method is through acquisitions of choice properties that will boost the REIT’s gross income and lead to a higher DPU.Other methods include organic ones such as asset enhancement initiatives (AEIs), redevelopment opportunities, positive rental reversions, and built-in rental escalation clauses.We highlight four Singapore REITs that recently announced acquisitions that promise to improve their DPU.Lendlease Global Commercial REITLendlease Global Commercial REIT, or LREIT, is a retail cum office REIT that owns leasehold properties Jem and 313 Somerset in Singapore, and a freehold interest in Sky Garden (three Grade-A office buildings) in Milan, Italy.These five properties have an asset under management (AUM) of around S$3.6 billion as of 30 June 2022.Earlier this month, LREIT acquired a 10% stake in Parkway Parade Partnership Pte Ltd (PPP) for a consideration of around S$88.9 million.PPP indirectly holds a 77.09% interest in the share value of Parkway Parade, an integrated office and retail asset.The mall and office building will have a direct connection to Marine Parade MRT station once it is completed.The property is planned for AEIs that will see it invigorated with new retail and food and beverage (F&B) tenants. This acquisition was financed through internal resources and debt facilities.Assuming the acquisition was completed on 1 July 2022, DPU is projected to improve from S$0.0245 to S$0.0247 for the first half of fiscal 2023 (1H FY2023).The REIT’s gearing as of 31 December 2022 will be 40.4% as a result of this transaction. iREIT GlobaliREIT Global has a portfolio comprising five freehold office properties each in Germany and Spain, and 27 freehold retail properties in France.The REIT is diversifying into the retail parks asset class with its latest acquisition.iREIT Global has agreed to purchase a portfolio of 17 retail properties across France for consideration of €76.8 million.These properties are fully leased out to B&M France SAS, a wholly-owned subsidiary of the B&M Group (LON: BME), a leading European discount retailer.The properties are fully occupied and have a weighted average lease expiry (WALE) of around 6.8 years by gross rental income.These new assets are projected to generate a net property income (NPI) yield of 7.9%.In addition, there is also a potential upside in income for the REIT through the further development of existing sites for commercial use.This acquisition is projected to increase iREIT Global’s DPU by 2% from €0.023 to €0.0235.CapitaLand Ascendas REITCapitaLand Ascendas REIT, or CLAR, owns 230 industrial properties with an AUM of S$16.7 billion as of 31 March 2023.Last month, CLAR announced the acquisition of The Shugart, an integrated high-specification research and development facility and business park in Singapore, for S$218.2 million.The property is fully occupied by Seagate Singapore, a unit of Seagate Technology.The initial NPI yield is 8.3% but will fall to 7.8% after factoring in transaction costs.The estimated date of completion for this acquisition is in the second quarter of this year.This purchase will strengthen CLAR’s portfolio as the asset is a high-quality business park occupied by a reputable global technology tenant.DPU post-acquisition is expected to increase by 0.7% from S$0.015798 to S$0.15908.Mapletree Industrial TrustMapletree Industrial Trust, or MIT, owns a portfolio of 85 properties in Singapore and 56 in the US with an AUM of S$8.8 billion as of 31 March 2023.In late May, the REIT announced the acquisition of a 98.47% stake in a newly-built data centre in Osaka, Japan, for around JPY 52 billion (approximately S$507.9 million).The asset has a remaining land tenure of 70 years from 1 October 2020 and the completion of the acquisition is slated for the third quarter of this year.The purchase of this data centre will bump up MIT’s AUM to S$9.3 billion and increase the industrial REIT’s data centre exposure from 53.7% to 56.3%.MIT’s portfolio WALE will also increase from 3.9 years to 4.5 years.The DPU for fiscal 2023 (FY2023) is projected to increase by 2.1% from S$0.1357 to S$0.1385.Net asset value will also inch up 0.5% from S$1.85 to S$1.86.","news_type":1},"isVote":1,"tweetType":1,"viewCount":193,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9059540705,"gmtCreate":1654399294707,"gmtModify":1676535442430,"author":{"id":"3581849578665107","authorId":"3581849578665107","name":"Darteh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581849578665107","authorIdStr":"3581849578665107"},"themes":[],"htmlText":"Will watch for the key note. Thanks","listText":"Will watch for the key note. Thanks","text":"Will watch for the key note. Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9059540705","repostId":"1133091781","repostType":2,"isVote":1,"tweetType":1,"viewCount":196,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9946942508,"gmtCreate":1680846169605,"gmtModify":1680846925475,"author":{"id":"3581849578665107","authorId":"3581849578665107","name":"Darteh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581849578665107","authorIdStr":"3581849578665107"},"themes":[],"htmlText":"Thanks for the sharing","listText":"Thanks for the sharing","text":"Thanks for the sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9946942508","repostId":"2325309994","repostType":2,"repost":{"id":"2325309994","kind":"highlight","pubTimestamp":1680838800,"share":"https://ttm.financial/m/news/2325309994?lang=&edition=fundamental","pubTime":"2023-04-07 11:40","market":"us","language":"en","title":"A Bull Market Is Coming: 2 Magnificent FAANG Stocks to Buy and Hold","url":"https://stock-news.laohu8.com/highlight/detail?id=2325309994","media":"Motley Fool","summary":"No company is immune from challenges, but these two tech leaders have what it takes to persevere.","content":"<html><head></head><body><h2 style=\"text-align: start;\">KEY POINTS</h2><ul><li><p>Amazon&#39;s net losses last year should be a one-off given its attempts to cut expenses and the multiple opportunities at its disposal.</p></li><li><p>Alphabet should manage the recent challenge from ChatGPT as it continues to diversify its revenue base.</p></li></ul><p>The companies known by the acronym &#34;FAANG&#34; delivered great returns in the past decade. This clique comprises Facebook parent <strong><a href=\"https://laohu8.com/S/META\">Meta Platforms</a></strong>, <strong>Apple</strong>, <strong>Amazon</strong>, <strong>Netflix</strong>, and Google parent <strong>Alphabet</strong>. However, even these tech giants haven&#39;t been able to escape the bear market we experienced last year.</p><p>No matter, bull runs are bound to come after downturns. And once the next bull market finally lands, the smart money is on these corporations to ride it. Two of these stocks, Amazon and Alphabet, look especially attractive compared to their peers considering they have performed much worse.</p><p>Here is why both of these FAANG stocks are worth investing in today.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6a473549222dac74166eb65e3f43218b\" alt=\"GOOG data by YCharts\" title=\"GOOG data by YCharts\" tg-width=\"720\" tg-height=\"500\"/><span>GOOG data by YCharts</span></p><h2>1. Amazon</h2><p>Last year was tough for Amazon as all of its main sources of revenue took a hit due to macroeconomic factors. Consumers reined in spending due to inflation, leading to lower sales than expected for its e-commerce operations. Businesses also decreased ad spending and cut back on cloud services, affecting Amazon&#39;s advertising and cloud computing units.</p><p>The result was a rare annual net loss for the e-commerce giant, which is perhaps why it underperformed other FAANG stocks over the past year. While they have all encountered their share of problems, only Amazon had red ink on the bottom line. Fortunately, the tech giant is addressing some of its issues. Most notably, Amazon has been seeking to decrease expenses and costs with several rounds of layoffs.</p><p>These initiatives should help boost the company&#39;s efficiency and net income in the short run.</p><p>But the best reason to invest in Amazon remains its long-term prospects. Amazon Web Services (AWS), the company&#39;s cloud computing unit, is the leader in this space, offering more than 200 features. As businesses continue to migrate to the cloud, AWS&#39; adoption and revenue will remain northbound. Companies increasingly rely on cloud solutions because they enhance productivity and efficiency while decreasing costs.</p><p>E-commerce is also on what should be a long and sustained upward path. Amazon also leads this industry. The company will continue to attract customers: It has built a solid brand name and reputation as a low-priced online retailer that offers one- and two-day shipping on thousands of items. Similarly, with its cloud business, Amazon has generally expanded the range of its services. The tech company is also involved in other industries, including video and music streaming, streaming devices, grocery shopping, and more.</p><p>Amazon&#39;s long history of successful investment speaks for itself. So even though Amazon&#39;s financial results should improve along with economic conditions, that&#39;s not the most important thing to look forward to with this company. Instead, investors should focus on Amazon&#39;s ability to find profitable avenues for growth, which, along with the industries it currently leads, will allow the company to ride the next bull market, whenever it comes.</p><h2>2. Alphabet</h2><p>Alphabet makes most of its money from advertising. Naturally, it has been having issues on the market for that reason alone, with investors worried about the company&#39;s prospects, at least in the short run. But there is another much-talked-about obstacle Alphabet might be facing. Namely, the rise of OpenAI&#39;s ChatGPT, a surprisingly resourceful AI chatbot that can accurately answer questions, even complex ones, and could help usher in the next step in internet search. </p><p>If Google were to lose its hold on internet search now, that would be very damaging to the company. While this issue is worth monitoring, Alphabet moved quickly to unveil its rival AI chatbot, called Bard. Yes, the unveiling of Bard was a disappointment. But the point is that Alphabet has been an adept innovator for two decades. The company is aware of this challenge to its empire and is working diligently to develop a solution.</p><p>In my view, the smart money is on Alphabet successfully doing so.</p><p>Meanwhile, the tech giant is still diversifying its revenue stream to be less reliant on Google, something it has been doing for a while. It is also one of the leaders in the cloud computing industry through Google Cloud. Alphabet is pouncing onto the rising video streaming market through YouTube. These opportunities still represent a small portion of the company&#39;s total revenue, but there is a long runway for growth ahead in both cases.</p><p>For instance, streaming accounted for just 34.3% of television viewing time in the U.S. in February. YouTube was responsible for 7.9% of that, even above Netflix&#39;s 7.3% market share -- and well above Amazon Prime Video at 3%.</p><p>Perhaps YouTube isn&#39;t an apples-to-apples comparison with these services since it provides free user-generated content. However, through its main YouTube platform and YouTube TV, Alphabet should benefit from the increased switch in how people watch content. Looking at Alphabet&#39;s operations and innovative capabilities, the company is far from dead, even considering the challenge from ChatGPT. Google remains the leading search engine while the company joins the artificial intelligence frenzy and continues to diversify its operations. That&#39;s why Alphabet&#39;s stock remains a buy.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>A Bull Market Is Coming: 2 Magnificent FAANG Stocks to Buy and Hold</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nA Bull Market Is Coming: 2 Magnificent FAANG Stocks to Buy and Hold\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-07 11:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/04/06/a-bull-market-is-coming-2-magnificent-faang-stocks/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSAmazon's net losses last year should be a one-off given its attempts to cut expenses and the multiple opportunities at its disposal.Alphabet should manage the recent challenge from ChatGPT ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/04/06/a-bull-market-is-coming-2-magnificent-faang-stocks/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0861579265.USD":"联博低波幅策略股票基金A","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","BK4534":"瑞士信贷持仓","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD)   INC","LU0289941410.SGD":"AB FCP I Dynamic Diversified AX SGD","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU0557290698.USD":"施罗德环球可持续增长基金","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0528227936.USD":"富达环球人口趋势基金A-ACC","BK4587":"ChatGPT概念","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","SG9999014914.USD":"UNITED GLOBAL QUALITY GROWTH (USDHDG) INC","LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (USD) ACC","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","AMZN":"亚马逊","LU0238689110.USD":"贝莱德环球动力股票基金","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","BK4524":"宅经济概念","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","BK4527":"明星科技股","LU0079474960.USD":"联博美国增长基金A","BK4077":"互动媒体与服务","BK4550":"红杉资本持仓","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","BK4122":"互联网与直销零售","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","BK4551":"寇图资本持仓","LU0234572021.USD":"高盛美国核心股票组合Acc","GOOG":"谷歌","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","GOOGL":"谷歌A","BK4573":"虚拟现实","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","BK4581":"高盛持仓","SG9999018857.SGD":"United Global Quality Growth Fd Cl Acc SGD-H","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","BK4514":"搜索引擎"},"source_url":"https://www.fool.com/investing/2023/04/06/a-bull-market-is-coming-2-magnificent-faang-stocks/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2325309994","content_text":"KEY POINTSAmazon's net losses last year should be a one-off given its attempts to cut expenses and the multiple opportunities at its disposal.Alphabet should manage the recent challenge from ChatGPT as it continues to diversify its revenue base.The companies known by the acronym \"FAANG\" delivered great returns in the past decade. This clique comprises Facebook parent Meta Platforms, Apple, Amazon, Netflix, and Google parent Alphabet. However, even these tech giants haven't been able to escape the bear market we experienced last year.No matter, bull runs are bound to come after downturns. And once the next bull market finally lands, the smart money is on these corporations to ride it. Two of these stocks, Amazon and Alphabet, look especially attractive compared to their peers considering they have performed much worse.Here is why both of these FAANG stocks are worth investing in today.GOOG data by YCharts1. AmazonLast year was tough for Amazon as all of its main sources of revenue took a hit due to macroeconomic factors. Consumers reined in spending due to inflation, leading to lower sales than expected for its e-commerce operations. Businesses also decreased ad spending and cut back on cloud services, affecting Amazon's advertising and cloud computing units.The result was a rare annual net loss for the e-commerce giant, which is perhaps why it underperformed other FAANG stocks over the past year. While they have all encountered their share of problems, only Amazon had red ink on the bottom line. Fortunately, the tech giant is addressing some of its issues. Most notably, Amazon has been seeking to decrease expenses and costs with several rounds of layoffs.These initiatives should help boost the company's efficiency and net income in the short run.But the best reason to invest in Amazon remains its long-term prospects. Amazon Web Services (AWS), the company's cloud computing unit, is the leader in this space, offering more than 200 features. As businesses continue to migrate to the cloud, AWS' adoption and revenue will remain northbound. Companies increasingly rely on cloud solutions because they enhance productivity and efficiency while decreasing costs.E-commerce is also on what should be a long and sustained upward path. Amazon also leads this industry. The company will continue to attract customers: It has built a solid brand name and reputation as a low-priced online retailer that offers one- and two-day shipping on thousands of items. Similarly, with its cloud business, Amazon has generally expanded the range of its services. The tech company is also involved in other industries, including video and music streaming, streaming devices, grocery shopping, and more.Amazon's long history of successful investment speaks for itself. So even though Amazon's financial results should improve along with economic conditions, that's not the most important thing to look forward to with this company. Instead, investors should focus on Amazon's ability to find profitable avenues for growth, which, along with the industries it currently leads, will allow the company to ride the next bull market, whenever it comes.2. AlphabetAlphabet makes most of its money from advertising. Naturally, it has been having issues on the market for that reason alone, with investors worried about the company's prospects, at least in the short run. But there is another much-talked-about obstacle Alphabet might be facing. Namely, the rise of OpenAI's ChatGPT, a surprisingly resourceful AI chatbot that can accurately answer questions, even complex ones, and could help usher in the next step in internet search. If Google were to lose its hold on internet search now, that would be very damaging to the company. While this issue is worth monitoring, Alphabet moved quickly to unveil its rival AI chatbot, called Bard. Yes, the unveiling of Bard was a disappointment. But the point is that Alphabet has been an adept innovator for two decades. The company is aware of this challenge to its empire and is working diligently to develop a solution.In my view, the smart money is on Alphabet successfully doing so.Meanwhile, the tech giant is still diversifying its revenue stream to be less reliant on Google, something it has been doing for a while. It is also one of the leaders in the cloud computing industry through Google Cloud. Alphabet is pouncing onto the rising video streaming market through YouTube. These opportunities still represent a small portion of the company's total revenue, but there is a long runway for growth ahead in both cases.For instance, streaming accounted for just 34.3% of television viewing time in the U.S. in February. YouTube was responsible for 7.9% of that, even above Netflix's 7.3% market share -- and well above Amazon Prime Video at 3%.Perhaps YouTube isn't an apples-to-apples comparison with these services since it provides free user-generated content. However, through its main YouTube platform and YouTube TV, Alphabet should benefit from the increased switch in how people watch content. Looking at Alphabet's operations and innovative capabilities, the company is far from dead, even considering the challenge from ChatGPT. Google remains the leading search engine while the company joins the artificial intelligence frenzy and continues to diversify its operations. That's why Alphabet's stock remains a buy.","news_type":1},"isVote":1,"tweetType":1,"viewCount":144,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9044203631,"gmtCreate":1656758329323,"gmtModify":1676535890327,"author":{"id":"3581849578665107","authorId":"3581849578665107","name":"Darteh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581849578665107","authorIdStr":"3581849578665107"},"themes":[],"htmlText":"Thanks for the analysis&nbsp;","listText":"Thanks for the analysis&nbsp;","text":"Thanks for the analysis","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9044203631","repostId":"2248213848","repostType":2,"repost":{"id":"2248213848","kind":"highlight","pubTimestamp":1656762865,"share":"https://ttm.financial/m/news/2248213848?lang=&edition=fundamental","pubTime":"2022-07-02 19:54","market":"us","language":"en","title":"Apple Stock Is Under Pressure. Why Its Earnings Could Trigger a Rebound","url":"https://stock-news.laohu8.com/highlight/detail?id=2248213848","media":"Barrons","summary":"Investors are feeling a little jittery about Apple stock, and for logical reasons. The company's Jun","content":"<html><head></head><body><p>Investors are feeling a little jittery about Apple stock, and for logical reasons. The company&#39;s June quarter earnings report is less than four weeks away, and there are reasons to worry.</p><p>In particular, there are signs of slowing demand for both smartphones and personal computers, especially -- but not exclusively -- in China. After the close of trading Thursday, the memory chip company Micron Technology(ticker: MU) posted May quarter results that were about in line with estimates, but projected August quarter revenue sharply below the Street&#39;s consensus forecasts. The new forecast largely reflects a sharp falloff in demand for PCs and smartphones in China: Micron said weakness in China consumer tech end-markets trimmed its sales guidance by about 10%.</p><p>Street consensus estimates call for Apple to post June quarter revenue of $82.4 billion, with profits of $1.16 a share. When the company reported March quarter results, Chief Financial Officer Luca Maestri had cautioned that Apple expects a $4 billion to $8 billion hit to top-line growth in the June quarter from supply constraints, along with nearly 3 percentage points of drag from unfavorable foreign exchange rates, with a 1.5 percentage point hit from the suspension of sales in Russia.</p><p>In a research note on Friday, J.P. Morgan analyst Samik Chatterjee makes the case that Apple can hit the current Street consensus for the quarter. Normally, that wouldn&#39;t be saying much, but he contends that the buy side expects an earnings miss due to slowing consumer spending and wider-than-projected foreign-exchange headwinds.</p><p>Chatterjee says better supply dynamics in the quarter will overwhelm modest demand weakness and the wider-than-forecast drag from currency, which he estimates will be 4.5 percentage points.</p><p>The analyst is a little more concerned about the medium-term, though. Chatterjee sees iPhone and iPad sales as vulnerable to softening consumer sentiment; he projects iPhone sales in the second half of calendar 2022 will be down about 4% from a year earlier. But he&#39;s still bullish on the company&#39;s long-term outlook, and keep his Overweight rating and $200 price target.</p><p>In particular, he says Apple is well-positioned to outperform the market in almost any macroeconomic environment. A recession, he writes, would &#34;showcase resilient iPhone demand driven by replacement cycles,&#34; and would be buoyed by a substantial earnings contribution from services. And if the economy stabilizes, he adds, Apple could see upside from a rapid consumer rebound.</p><p>Apple shares rose 1.6% on Friday. The stock is off 12% since the company&#39;s last earnings report and down 22% for the year to date. The company remains the single largest U.S. company by market cap, with a valuation of $2.2 trillion.</p></body></html>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Stock Is Under Pressure. Why Its Earnings Could Trigger a Rebound</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Stock Is Under Pressure. Why Its Earnings Could Trigger a Rebound\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-02 19:54 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/apple-stock-earnings-iphone-china-51656690810?mod=RTA><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors are feeling a little jittery about Apple stock, and for logical reasons. The company's June quarter earnings report is less than four weeks away, and there are reasons to worry.In particular...</p>\n\n<a href=\"https://www.barrons.com/articles/apple-stock-earnings-iphone-china-51656690810?mod=RTA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.barrons.com/articles/apple-stock-earnings-iphone-china-51656690810?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2248213848","content_text":"Investors are feeling a little jittery about Apple stock, and for logical reasons. The company's June quarter earnings report is less than four weeks away, and there are reasons to worry.In particular, there are signs of slowing demand for both smartphones and personal computers, especially -- but not exclusively -- in China. After the close of trading Thursday, the memory chip company Micron Technology(ticker: MU) posted May quarter results that were about in line with estimates, but projected August quarter revenue sharply below the Street's consensus forecasts. The new forecast largely reflects a sharp falloff in demand for PCs and smartphones in China: Micron said weakness in China consumer tech end-markets trimmed its sales guidance by about 10%.Street consensus estimates call for Apple to post June quarter revenue of $82.4 billion, with profits of $1.16 a share. When the company reported March quarter results, Chief Financial Officer Luca Maestri had cautioned that Apple expects a $4 billion to $8 billion hit to top-line growth in the June quarter from supply constraints, along with nearly 3 percentage points of drag from unfavorable foreign exchange rates, with a 1.5 percentage point hit from the suspension of sales in Russia.In a research note on Friday, J.P. Morgan analyst Samik Chatterjee makes the case that Apple can hit the current Street consensus for the quarter. Normally, that wouldn't be saying much, but he contends that the buy side expects an earnings miss due to slowing consumer spending and wider-than-projected foreign-exchange headwinds.Chatterjee says better supply dynamics in the quarter will overwhelm modest demand weakness and the wider-than-forecast drag from currency, which he estimates will be 4.5 percentage points.The analyst is a little more concerned about the medium-term, though. Chatterjee sees iPhone and iPad sales as vulnerable to softening consumer sentiment; he projects iPhone sales in the second half of calendar 2022 will be down about 4% from a year earlier. But he's still bullish on the company's long-term outlook, and keep his Overweight rating and $200 price target.In particular, he says Apple is well-positioned to outperform the market in almost any macroeconomic environment. A recession, he writes, would \"showcase resilient iPhone demand driven by replacement cycles,\" and would be buoyed by a substantial earnings contribution from services. And if the economy stabilizes, he adds, Apple could see upside from a rapid consumer rebound.Apple shares rose 1.6% on Friday. The stock is off 12% since the company's last earnings report and down 22% for the year to date. The company remains the single largest U.S. company by market cap, with a valuation of $2.2 trillion.","news_type":1},"isVote":1,"tweetType":1,"viewCount":302,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}