Elle05 personal page - To The Moon

Elle05

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2022-04-19

$Virgin Galactic(SPCE)$Jiayou

2022-04-20

$Virgin Galactic(SPCE)$Jiayou

2022-04-16

$Virgin Galactic(SPCE)$Joayou

2022-04-18

$Virgin Galactic(SPCE)$Jiayou

2021-07-22

nice

Airline stocks, Cruise Stocks rally continues in morning trading

2022-04-17

$Virgin Galactic(SPCE)$Jiayou

2021-07-21

$AMC Entertainment(AMC)$jiayou, we will wait for you!

2021-06-18

$AMC Entertainment(AMC)$lets buy at dip. Gamma and short squeeze is reaching!

2021-07-22

$AMC Entertainment(AMC)$jiayou, we will wait for you!

2021-06-18

$AMC Entertainment(AMC)$gamma squeeze and short squeeze coming. Let’s buy more! Anything below $100 is discounted price!

2022-04-15

$Virgin Galactic(SPCE)$Jiayou

2022-04-14

$Virgin Galactic(SPCE)$jiayou

2021-07-22

nice

Here Is The One-Word Reason Why JPMorgan Just Raised Its S&P Target To 4,600

2021-07-21

nice

Sorry, the original content has been removed

2021-06-18

Buy at dip! Anything below $100 is discounted price! Gamma Squeeze and Short Squeeze is rewching! Let’s skyrocket up!

2022-04-14

Nice article

@TigerEvents:🏆【GAME】Hunting Eggs for Extra Saving!

2021-07-22

jiayou

2021-07-22

u r right! we will hodl

@Camer:$AMC Entertainment(AMC)$Confident is the key to success ? hodl!

2021-07-22

jiayou, i know you can do it!

2021-06-18

$AMC Entertainment(AMC)$lets skyrocket up, gamma squeeze and short squeeze coming!

Go to Tiger App to see more news

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href=\"https://ttm.financial/S/SPCE\">$Virgin Galactic(SPCE)$</a>Joayou","text":"$Virgin Galactic(SPCE)$Joayou","images":[{"img":"https://community-static.tradeup.com/news/963d5065253979cebcb5af6063da827c","width":"1284","height":"2538"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9083010881","isVote":1,"tweetType":1,"viewCount":372,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9089371920,"gmtCreate":1649958060502,"gmtModify":1676534616152,"author":{"id":"3581926311134922","authorId":"3581926311134922","name":"Elle05","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581926311134922","authorIdStr":"3581926311134922"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SPCE\">$Virgin Galactic(SPCE)$</a>Jiayou","listText":"<a href=\"https://ttm.financial/S/SPCE\">$Virgin Galactic(SPCE)$</a>Jiayou","text":"$Virgin Galactic(SPCE)$Jiayou","images":[{"img":"https://community-static.tradeup.com/news/d3bb67ec4a785cd66a86abddf51df268","width":"1284","height":"2538"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9089371920","isVote":1,"tweetType":1,"viewCount":429,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9089959370,"gmtCreate":1649947046324,"gmtModify":1676534613169,"author":{"id":"3581926311134922","authorId":"3581926311134922","name":"Elle05","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581926311134922","authorIdStr":"3581926311134922"},"themes":[],"htmlText":"Nice article","listText":"Nice article","text":"Nice article","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9089959370","repostId":"9016476123","repostType":1,"repost":{"id":9016476123,"gmtCreate":1649229403658,"gmtModify":1676534474180,"author":{"id":"3527667667103859","authorId":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/c266ef25181ace18bec1262357bbe1a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667667103859","authorIdStr":"3527667667103859"},"themes":[],"title":"🏆【GAME】Hunting Eggs for Extra Saving!","htmlText":"Tiger has prepared some Easter gifts for you, please&nbsp;<a href=\"https://www.tigerbrokers.com.sg/activity/market/2022/easter/\" target=\"_blank\">click&nbsp;here</a>&nbsp;to check them out!Easter can still be a bonus-boosting. Come and find the eggs in our Easter game to open the surprise! Each game contains 3 rounds, the more eggs you catch, the higher the points you can get. Game points can be redeemed for various rewards, including different value stock vouchers worth up to USD 1,000 are waiting for you! Moreover, catching special eggs can get extra points and chances to crack open for some wonderful Easter treats.There are too many hidden surprises to find, oops, the game attempts run out too fast. Don't worry, complete different tasks to earn more game attempts. Also, invite your frien","listText":"Tiger has prepared some Easter gifts for you, please&nbsp;<a href=\"https://www.tigerbrokers.com.sg/activity/market/2022/easter/\" target=\"_blank\">click&nbsp;here</a>&nbsp;to check them out!Easter can still be a bonus-boosting. Come and find the eggs in our Easter game to open the surprise! Each game contains 3 rounds, the more eggs you catch, the higher the points you can get. Game points can be redeemed for various rewards, including different value stock vouchers worth up to USD 1,000 are waiting for you! Moreover, catching special eggs can get extra points and chances to crack open for some wonderful Easter treats.There are too many hidden surprises to find, oops, the game attempts run out too fast. Don't worry, complete different tasks to earn more game attempts. Also, invite your frien","text":"Tiger has prepared some Easter gifts for you, please click here to check them out!Easter can still be a bonus-boosting. Come and find the eggs in our Easter game to open the surprise! Each game contains 3 rounds, the more eggs you catch, the higher the points you can get. Game points can be redeemed for various rewards, including different value stock vouchers worth up to USD 1,000 are waiting for you! Moreover, catching special eggs can get extra points and chances to crack open for some wonderful Easter treats.There are too many hidden surprises to find, oops, the game attempts run out too fast. Don't worry, complete different tasks to earn more game attempts. Also, invite your frien","images":[{"img":"https://community-static.tradeup.com/news/15b435c0d10e0e89ad3e06b7bbd04830","width":"2251","height":"1334"},{"img":"https://community-static.tradeup.com/news/ff9640a9df2f24446e07b7a9b658cb4b","width":"1200","height":"630"},{"img":"https://community-static.tradeup.com/news/795038848b7c7b1d7dda27d92b580946","width":"1656","height":"948"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9016476123","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":451,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9089926296,"gmtCreate":1649946735863,"gmtModify":1676534613020,"author":{"id":"3581926311134922","authorId":"3581926311134922","name":"Elle05","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581926311134922","authorIdStr":"3581926311134922"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SPCE\">$Virgin Galactic(SPCE)$</a>jiayou","listText":"<a href=\"https://ttm.financial/S/SPCE\">$Virgin Galactic(SPCE)$</a>jiayou","text":"$Virgin Galactic(SPCE)$jiayou","images":[{"img":"https://community-static.tradeup.com/news/d6781eec557cdc18c030d4ab8b30d74a","width":"1284","height":"2538"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9089926296","isVote":1,"tweetType":1,"viewCount":448,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":172853489,"gmtCreate":1626953900441,"gmtModify":1703481232406,"author":{"id":"3581926311134922","authorId":"3581926311134922","name":"Elle05","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581926311134922","authorIdStr":"3581926311134922"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>jiayou, we will wait for you!","listText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>jiayou, we will wait for you!","text":"$AMC Entertainment(AMC)$jiayou, we will wait for you!","images":[{"img":"https://static.tigerbbs.com/f4fe91f9019e9d825efad4ef3acbdf7e","width":"1242","height":"2151"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/172853489","isVote":1,"tweetType":1,"viewCount":497,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":172853061,"gmtCreate":1626953820653,"gmtModify":1703481230629,"author":{"id":"3581926311134922","authorId":"3581926311134922","name":"Elle05","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581926311134922","authorIdStr":"3581926311134922"},"themes":[],"htmlText":"jiayou","listText":"jiayou","text":"jiayou","images":[{"img":"https://static.tigerbbs.com/27e2f60c77f4b08ca923034f7e2b833b","width":"1125","height":"3395"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/172853061","isVote":1,"tweetType":1,"viewCount":503,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":176268649,"gmtCreate":1626889891381,"gmtModify":1703480060257,"author":{"id":"3581926311134922","authorId":"3581926311134922","name":"Elle05","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581926311134922","authorIdStr":"3581926311134922"},"themes":[],"htmlText":"nice","listText":"nice","text":"nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/176268649","repostId":"1107219983","repostType":4,"repost":{"id":"1107219983","pubTimestamp":1626858926,"share":"https://ttm.financial/m/news/1107219983?lang=&edition=fundamental","pubTime":"2021-07-21 17:15","market":"us","language":"en","title":"Here Is The One-Word Reason Why JPMorgan Just Raised Its S&P Target To 4,600","url":"https://stock-news.laohu8.com/highlight/detail?id=1107219983","media":"zerohedge","summary":"Mid-cycle?Late-cycle? Nope: according to the latest note published overnight from JPMorgan head glob","content":"<p>Mid-cycle?Late-cycle? Nope: according to the latest note published overnight from JPMorgan head global equity strategist Dubravko Lakos-Bujas, \"even though equity leadership and bonds are trading as if the global economy is entering late cycle,<b>our research suggests the recovery is still in early-cycle</b>and gradually transitioning towards mid-cycle.\" And echoing his JPM colleague and fellow Croat, Marko Kolanovic, who yesterdayadvised clients to stop freaking out about the delta variant(advise which markets are taking to heart today), Dubravko writes that the largest commercial bank remains \"constructive on equities and see the latest round of growth and slowdown fears premature and overblown.\"</p>\n<p><img src=\"https://static.tigerbbs.com/52b0923c42b8b316b85e56a776fa3337\" tg-width=\"1132\" tg-height=\"1215\" width=\"100%\" height=\"auto\">Elaborating on why he is sanguine about the current Delta case breakout, Lakos-Bujas writes that \"we remain of the view that this latest wave will not derail the broader reopening process. While cases have gone up, deaths / hospitalizations remain low and stable due to broadening vaccination rollout and self-immunity from prior waves.\"</p>\n<p><img src=\"https://static.tigerbbs.com/d396ca943f750f3a3bcb38e01a53cbdf\" tg-width=\"772\" tg-height=\"546\" width=\"100%\" height=\"auto\">The strategist then argues that \"reopening of the economy is not an event but rather a process, which in our opinion is still not priced-in, and especially not now given recent market moves. For instance, an increasing number of reopening stocks are now down 30-50% from 1Q21 highs (i.e. travel, cruise lines, oil) and some have reversed back to last year June levels when COVID-19 uncertainty and economic setup were vastly worse than today.\"</p>\n<p>Given the above, JPM sees \"increasingly compelling\" risk/reward for the reopening theme, which can be expressed through Consumer Recovery (JPAMCONR &lt;Index&gt;), Domestic Recovery (JPAMCRDB &lt;Index&gt;) and International Recovery (JPAMCRIB &lt;Index&gt;) baskets, see Fig 1.\" Additionally, JPm argues that global mobility remains nascent and its normalization will continue to release pent-up demand, while tight inventories and new orders bode positively for global growth.</p>\n<p><img src=\"https://static.tigerbbs.com/dc9c52172685e208ffe19abe53233205\" tg-width=\"958\" tg-height=\"959\" width=\"100%\" height=\"auto\">Combining all this bullishness,<b>the JPM equity strategist is revising his EPS estimates higher by an additional $5 to $205 for 2021 and raises the bank's long-held 2021 year-end price target of 4,400 to 4,600, due to the following considerations:</b></p>\n<blockquote>\n At a thematic/sector level, the risk/reward for reopening stocks has improved significantly with the recent pullback creating many unusually attractive opportunities for investors to re-enter various parts of the cyclical cohort. Consumer Discretionary (i.e. Retail, Travel &amp; Leisure), Semis, Banks and Energy are strong buys at current levels. For instance,\n <b>large-cap Energy is now trading at a ~10% FCF yield and a &gt;8% FCF/EV yield at $70 Brent in 2022, with leverage that is &lt;1x</b>. The sector has increasing potential for a sharp short squeeze and move higher, given its extreme disconnect from oil fundamentals (i.e. widest in 30+ years, Figure 10). In addition, our Semiconductor research argues that we are only 30-40% of the way into&nbsp; the current semiconductor upcycle and expect strong Y/Y growth into next year with positive EPS revisions for the next 3-4 quarters. Supply will likely remain tight into 2022, while demand remains strong (20-40% above companies’ ability to supply), thus this supply demand imbalance will persist through 2021. Although customers are responding to tight supply with higher than needed orders, ongoing supply tightness is limiting fulfillment. In fact, JPM expects channel and customer inventories to decline Q/Q again in the just completed June quarter.\n</blockquote>\n<p>Looking at the fundamentals, JPM predicts that S&amp;P 500 gains should also be supported by strong earnings growth and capital return until 2023,<b>and is why JPM is adjusting its above consensus S&amp;P 500 EPS by another $5 for 2022 to $230 (consensus $214) and 2023 to $250 (consensus $233).</b></p>\n<blockquote>\n This revision is largely due to global reopening which is delayed and bound to release further pent-up demand, inventory replenishment, rising profitability for Energy companies, and ongoing policy actions (childcare, infrastructure, etc). We expect cumulative revenue growth of ~30% by 2023 relative to pre-COVID (FY 2019), ~150bp net income margin expansion to a record high at over 13%, and gross buybacks nearing an annual pace of ~$1t during this period.\n</blockquote>\n<p>While all sectors are expected to contribute to earnings growth, JPM expects reflation sensitive sectors (Commodities, Financials, Industrials) and Consumer to do the heaviest lifting in the coming quarters in terms of beats and revisions.</p>\n<p>Putting it all together, Lakos-Bujas says that \"<b>considering this outlook for earnings and shareholder return, we are raising our Price Target to 4,600 for year-end 2021.\"</b></p>\n<p>But while any first year strategist can goalseek a fundamentally bullish narrative and chart it, as JPM has done below...</p>\n<p><img src=\"https://static.tigerbbs.com/41e87174356d968c69893caff66745e0\" tg-width=\"1072\" tg-height=\"1304\" width=\"100%\" height=\"auto\">... there is a very specific reason behind JPM's bullish reversal:<b>the coming surge in buybacks which will result in a boom in shareholder returns,</b>or as Dubravko notes, \"corporates have already increased gross buybacks from pandemic era low of $525b (trailing twelve months as of 1Q21) to an annualized run rate of ~$775b YTD and should surpass previous record of ~$850b (as of 1Q19).\"</p>\n<p><img src=\"https://static.tigerbbs.com/3b09d295af263e87277eaffbda47bb7c\" tg-width=\"1076\" tg-height=\"435\" width=\"100%\" height=\"auto\">In practical terms, JPM expects a sharp drop in the S&amp;P's share count in the next 24 months as the buyback-facilitated slow-motion LBO continues.</p>\n<p><img src=\"https://static.tigerbbs.com/ae94ad29f188e3aac5cdf92b9df65fc3\" tg-width=\"1048\" tg-height=\"396\" width=\"100%\" height=\"auto\">Some more details below on the one biggest catalyst behind JPM's SPX price target hike:</p>\n<blockquote>\n <b>Expecting a boom in shareholder return led by buybacks.</b>Buybacks are reemerging as a key theme with net buyback activity significantly improving this year after bottoming in 2Q20. Corporate buyback announcements, typically a leading indicator of buyback execution activity and corporate confidence, have already well-exceeded 2020 levels ($431B YTD vs. $307B 2020, see Figure 25). In fact,\n <b>the rebound in announcement activity is similar to the surge post-TCJA (see Figure 23) which is tracking towards and it is likely to easily surpass ~$650B by year-end and likely to see rolling 12-month announcements surpass prior record level of ~$1T.</b>Historically, buyback announcements have been concentrated within Technology and Financials. However, YTD we are seeing strong announcement activity from Communications as well (driven by GOOGL ~$50B in Apr). As a reminder, ~$90B of Tech’s $133B in announcements YTD is supported by AAPL and ~$25B of Financials' ~$92B is supported by BAC.\n</blockquote>\n<p><img src=\"https://static.tigerbbs.com/774d4e9c2550b27c62d10733947c8de4\" tg-width=\"1077\" tg-height=\"384\" width=\"100%\" height=\"auto\">With the June 30th lifting of pandemic era restriction on US Banks,<b>we could see some further pick-up in buyback announcements.</b>Dry powder (i.e. announced repurchase programs not yet executed) levels have been recovering to pre-pandemic levels (~$658B, see Figure 27) as executions have been relatively slower to rebound but should show a material sequential growth in the coming quarters. With record profit margins (~13% in 2022 vs ~11.5% in 2019), bloated cash levels of $2.0T ex-financials (vs. $1.6T pre- COVID), and lower high grade debt yields (JULI at 2.6% now, vs 3.3% prepandemic),<b>we are expecting a boom in buyback activity over the next year.</b>Gross buybacks should surpass the prior executed high of $850b.</p>\n<p><img src=\"https://static.tigerbbs.com/053354e7e2fc9ea74585b437e0d77f78\" tg-width=\"1076\" tg-height=\"415\" width=\"100%\" height=\"auto\">In summary,<i>assuming $875b in buybacks and dividend income of $575 over the next year,</i>JPM calculates that<b>the expected shareholder yield is 3.9%.</b>This, as Dubravko concludes, \"is a significant cross-asset valuation support for equities at a time when 10yr US bonds are yielding 1.2% and $13 trillion of global debt has a negative yield.\"</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Here Is The One-Word Reason Why JPMorgan Just Raised Its S&P Target To 4,600</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHere Is The One-Word Reason Why JPMorgan Just Raised Its S&P Target To 4,600\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-21 17:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zerohedge.com/markets/here-one-word-reason-why-jpmorgan-just-raised-its-sp-target-4600><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Mid-cycle?Late-cycle? Nope: according to the latest note published overnight from JPMorgan head global equity strategist Dubravko Lakos-Bujas, \"even though equity leadership and bonds are trading as ...</p>\n\n<a href=\"https://www.zerohedge.com/markets/here-one-word-reason-why-jpmorgan-just-raised-its-sp-target-4600\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".SPX":"S&P 500 Index"},"source_url":"https://www.zerohedge.com/markets/here-one-word-reason-why-jpmorgan-just-raised-its-sp-target-4600","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107219983","content_text":"Mid-cycle?Late-cycle? Nope: according to the latest note published overnight from JPMorgan head global equity strategist Dubravko Lakos-Bujas, \"even though equity leadership and bonds are trading as if the global economy is entering late cycle,our research suggests the recovery is still in early-cycleand gradually transitioning towards mid-cycle.\" And echoing his JPM colleague and fellow Croat, Marko Kolanovic, who yesterdayadvised clients to stop freaking out about the delta variant(advise which markets are taking to heart today), Dubravko writes that the largest commercial bank remains \"constructive on equities and see the latest round of growth and slowdown fears premature and overblown.\"\nElaborating on why he is sanguine about the current Delta case breakout, Lakos-Bujas writes that \"we remain of the view that this latest wave will not derail the broader reopening process. While cases have gone up, deaths / hospitalizations remain low and stable due to broadening vaccination rollout and self-immunity from prior waves.\"\nThe strategist then argues that \"reopening of the economy is not an event but rather a process, which in our opinion is still not priced-in, and especially not now given recent market moves. For instance, an increasing number of reopening stocks are now down 30-50% from 1Q21 highs (i.e. travel, cruise lines, oil) and some have reversed back to last year June levels when COVID-19 uncertainty and economic setup were vastly worse than today.\"\nGiven the above, JPM sees \"increasingly compelling\" risk/reward for the reopening theme, which can be expressed through Consumer Recovery (JPAMCONR <Index>), Domestic Recovery (JPAMCRDB <Index>) and International Recovery (JPAMCRIB <Index>) baskets, see Fig 1.\" Additionally, JPm argues that global mobility remains nascent and its normalization will continue to release pent-up demand, while tight inventories and new orders bode positively for global growth.\nCombining all this bullishness,the JPM equity strategist is revising his EPS estimates higher by an additional $5 to $205 for 2021 and raises the bank's long-held 2021 year-end price target of 4,400 to 4,600, due to the following considerations:\n\n At a thematic/sector level, the risk/reward for reopening stocks has improved significantly with the recent pullback creating many unusually attractive opportunities for investors to re-enter various parts of the cyclical cohort. Consumer Discretionary (i.e. Retail, Travel & Leisure), Semis, Banks and Energy are strong buys at current levels. For instance,\n large-cap Energy is now trading at a ~10% FCF yield and a >8% FCF/EV yield at $70 Brent in 2022, with leverage that is <1x. The sector has increasing potential for a sharp short squeeze and move higher, given its extreme disconnect from oil fundamentals (i.e. widest in 30+ years, Figure 10). In addition, our Semiconductor research argues that we are only 30-40% of the way into  the current semiconductor upcycle and expect strong Y/Y growth into next year with positive EPS revisions for the next 3-4 quarters. Supply will likely remain tight into 2022, while demand remains strong (20-40% above companies’ ability to supply), thus this supply demand imbalance will persist through 2021. Although customers are responding to tight supply with higher than needed orders, ongoing supply tightness is limiting fulfillment. In fact, JPM expects channel and customer inventories to decline Q/Q again in the just completed June quarter.\n\nLooking at the fundamentals, JPM predicts that S&P 500 gains should also be supported by strong earnings growth and capital return until 2023,and is why JPM is adjusting its above consensus S&P 500 EPS by another $5 for 2022 to $230 (consensus $214) and 2023 to $250 (consensus $233).\n\n This revision is largely due to global reopening which is delayed and bound to release further pent-up demand, inventory replenishment, rising profitability for Energy companies, and ongoing policy actions (childcare, infrastructure, etc). We expect cumulative revenue growth of ~30% by 2023 relative to pre-COVID (FY 2019), ~150bp net income margin expansion to a record high at over 13%, and gross buybacks nearing an annual pace of ~$1t during this period.\n\nWhile all sectors are expected to contribute to earnings growth, JPM expects reflation sensitive sectors (Commodities, Financials, Industrials) and Consumer to do the heaviest lifting in the coming quarters in terms of beats and revisions.\nPutting it all together, Lakos-Bujas says that \"considering this outlook for earnings and shareholder return, we are raising our Price Target to 4,600 for year-end 2021.\"\nBut while any first year strategist can goalseek a fundamentally bullish narrative and chart it, as JPM has done below...\n... there is a very specific reason behind JPM's bullish reversal:the coming surge in buybacks which will result in a boom in shareholder returns,or as Dubravko notes, \"corporates have already increased gross buybacks from pandemic era low of $525b (trailing twelve months as of 1Q21) to an annualized run rate of ~$775b YTD and should surpass previous record of ~$850b (as of 1Q19).\"\nIn practical terms, JPM expects a sharp drop in the S&P's share count in the next 24 months as the buyback-facilitated slow-motion LBO continues.\nSome more details below on the one biggest catalyst behind JPM's SPX price target hike:\n\nExpecting a boom in shareholder return led by buybacks.Buybacks are reemerging as a key theme with net buyback activity significantly improving this year after bottoming in 2Q20. Corporate buyback announcements, typically a leading indicator of buyback execution activity and corporate confidence, have already well-exceeded 2020 levels ($431B YTD vs. $307B 2020, see Figure 25). In fact,\n the rebound in announcement activity is similar to the surge post-TCJA (see Figure 23) which is tracking towards and it is likely to easily surpass ~$650B by year-end and likely to see rolling 12-month announcements surpass prior record level of ~$1T.Historically, buyback announcements have been concentrated within Technology and Financials. However, YTD we are seeing strong announcement activity from Communications as well (driven by GOOGL ~$50B in Apr). As a reminder, ~$90B of Tech’s $133B in announcements YTD is supported by AAPL and ~$25B of Financials' ~$92B is supported by BAC.\n\nWith the June 30th lifting of pandemic era restriction on US Banks,we could see some further pick-up in buyback announcements.Dry powder (i.e. announced repurchase programs not yet executed) levels have been recovering to pre-pandemic levels (~$658B, see Figure 27) as executions have been relatively slower to rebound but should show a material sequential growth in the coming quarters. With record profit margins (~13% in 2022 vs ~11.5% in 2019), bloated cash levels of $2.0T ex-financials (vs. $1.6T pre- COVID), and lower high grade debt yields (JULI at 2.6% now, vs 3.3% prepandemic),we are expecting a boom in buyback activity over the next year.Gross buybacks should surpass the prior executed high of $850b.\nIn summary,assuming $875b in buybacks and dividend income of $575 over the next year,JPM calculates thatthe expected shareholder yield is 3.9%.This, as Dubravko concludes, \"is a significant cross-asset valuation support for equities at a time when 10yr US bonds are yielding 1.2% and $13 trillion of global debt has a negative yield.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":139,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":176268821,"gmtCreate":1626889875063,"gmtModify":1703480059603,"author":{"id":"3581926311134922","authorId":"3581926311134922","name":"Elle05","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581926311134922","authorIdStr":"3581926311134922"},"themes":[],"htmlText":"u r right! we will hodl","listText":"u r right! we will hodl","text":"u r right! we will hodl","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/176268821","repostId":"176285787","repostType":1,"repost":{"id":176285787,"gmtCreate":1626888569449,"gmtModify":1703480050195,"author":{"id":"3571404628708901","authorId":"3571404628708901","name":"Camer","avatar":"https://static.tigerbbs.com/1c43c61e7f41c6012f8c040cab54adfb","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571404628708901","authorIdStr":"3571404628708901"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>Confident is the key to success ? hodl!","listText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>Confident is the key to success ? hodl!","text":"$AMC Entertainment(AMC)$Confident is the key to success ? hodl!","images":[{"img":"https://static.tigerbbs.com/f54338e20f6616b2abb73a982f8aaaf8","width":"1125","height":"1949"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/176285787","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":191,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":176268910,"gmtCreate":1626889824230,"gmtModify":1703480059441,"author":{"id":"3581926311134922","authorId":"3581926311134922","name":"Elle05","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581926311134922","authorIdStr":"3581926311134922"},"themes":[],"htmlText":"jiayou, i know you can do it!","listText":"jiayou, i know you can do it!","text":"jiayou, i know you can do it!","images":[{"img":"https://static.tigerbbs.com/07524eb7f355980f885de8ed63a88d8f","width":"1125","height":"3055"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/176268910","isVote":1,"tweetType":1,"viewCount":119,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":176261427,"gmtCreate":1626889741069,"gmtModify":1703480058947,"author":{"id":"3581926311134922","authorId":"3581926311134922","name":"Elle05","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581926311134922","authorIdStr":"3581926311134922"},"themes":[],"htmlText":"nice","listText":"nice","text":"nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/176261427","repostId":"1156292040","repostType":4,"isVote":1,"tweetType":1,"viewCount":165,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":178602208,"gmtCreate":1626806376904,"gmtModify":1703765558011,"author":{"id":"3581926311134922","authorId":"3581926311134922","name":"Elle05","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581926311134922","authorIdStr":"3581926311134922"},"themes":[],"htmlText":"nice","listText":"nice","text":"nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/178602208","repostId":"1146716847","repostType":4,"repost":{"id":"1146716847","pubTimestamp":1626792554,"share":"https://ttm.financial/m/news/1146716847?lang=&edition=fundamental","pubTime":"2021-07-20 22:49","market":"us","language":"en","title":"Buy-the-Dip Candidates: Virgin Galactic, United Airlines, Royal Caribbean","url":"https://stock-news.laohu8.com/highlight/detail?id=1146716847","media":"The  Street","summary":"These stocks that fell in the past week could be buy-the-dip opportunities. Recent decliners include","content":"<blockquote>\n These stocks that fell in the past week could be buy-the-dip opportunities. Recent decliners include Norwegian Cruise Lines, <a href=\"https://laohu8.com/S/AMC\">AMC Entertainment</a>, Coinbase Global, Delta Airlines, and more.\n</blockquote>\n<p>Shares of many airlines and cruise operators were lower this past week due to concern about the continued spread of the delta variant of COVID-19.</p>\n<p>The virus variant has been spreading rapidly in parts of Asia, including Japan where the Olympics will begin Friday, elsewhere around the world.</p>\n<p>The Dow Jones Industrial Average on Mondayposted its worst day of 2021. Socks plummeted, finishing broadly and sharply lower as investors moved into safe-haven assets and weighed how rising COVID-19 cases might affect the economic recovery in the U.S. and globally.</p>\n<p>The Dow finished down 725 points, or 2.09%, at 33,962, the S&amp;P 500 dropped 1.59% and the <a href=\"https://laohu8.com/S/NDAQ\">Nasdaq</a> slumped 1.06%. At their lowest levels on Monday, the Dow blue chips slumped 946 points or 2.7%, the S&amp;P 500 gave back 2.2% and the Nasdaq fell 1.7%.</p>\n<blockquote>\n <b>Over on Real Money, Jim Cramer writes that there's \"too much speculation, too little stability in the face of a COVID rebound.\" It's a revolt of the buyers, he says, mixed with a strong belief that the Delta variant will take away all the upside of the speculative economy.Want more of his real-time market analysis? Read his list of&nbsp;factors that continue to weigh on stocks, and how investors can protect their portfolios.</b>\n</blockquote>\n<p>Airlines such as <a href=\"https://laohu8.com/S/UBNK\">United</a> Airlines&nbsp;(<b>UAL</b>) -Get Report&nbsp;and <a href=\"https://laohu8.com/S/AAL\">American Airlines</a>&nbsp;(<b>AAL</b>) -Get Report&nbsp;and cruise lines like <a href=\"https://laohu8.com/S/NCLH\">Norwegian Cruise Line</a> Holdings&nbsp;(<b>NCLH</b>) -Get Report&nbsp;were among the biggest losers. They tumbledon fears about the spread of the COVID-19 delta variantand worries that new lockdown restrictions will stall the economic rebound.</p>\n<p>However,&nbsp;<a href=\"https://laohu8.com/S/TST\">TheStreet</a>'s Jim Cramer said from the floor of the <a href=\"https://laohu8.com/S/NWY\">New York</a> Stock Exchange: \"You have to start buying here simply because you don't know when the bottom's going to be.\"</p>\n<p>Here are several stocks that fell this past week and could present an opportunity to buy the dip.</p>\n<p><b>1. <a href=\"https://laohu8.com/S/SPCE\">Virgin Galactic</a> | -20.50% Past Week | -12.09% 1 Month</b></p>\n<p>Virgin Galactic&nbsp;(<b>SPCE</b>) -Get Report&nbsp;shares continued to fall a week afterthe aerospace companyfounded by the entrepreneur Richard Branson said in a filing that it may sell up to $500 million of stock. Branson recently completed a test flight into space and Amazon's&nbsp;(<b>AMZN</b>) -Get Report&nbsp;Jeff Bezos is scheduled to take hisfirst space flighton Tuesday.</p>\n<p>TheStreet does not have a Quant Rating rating for Virgin Galactic.</p>\n<p><b>2. Norwegian Cruise Lines | -19.79% Past Week | -27.79% 1 Month</b></p>\n<p>Norwegian Cruise Lines&nbsp;(<b>NCLH</b>) -Get Report, which filed an amicus brief in this case, is suing Florida Surgeon <a href=\"https://laohu8.com/S/BGC\">General</a> Scott Rivkees for the right to require all passengers to be vaccinated against COVID-19 once it restarts its Florida cruises on Aug. 15. Florida sued the CDC in April, claiming the agency’s restrictions on the cruise industry during the pandemic effectively blocked most cruises and harmed the state’s livelihood.</p>\n<p>TheStreet Quant Ratings rates Norwegian Cruise Lines as a Sell with a rating score of D.</p>\n<p><b>3. AMC Entertainment | -18.69% Past Week | -41.54% 1 Month</b></p>\n<p>AMC Entertainment&nbsp;(<b>AMC</b>) -Get Report&nbsp;and a group of 36 other meme stocks&nbsp;have fallen as much as 4.4%, according to Bloomberg, marking a sixth straight decline, after the group's worst week since late February.&nbsp;Earlier this month, AMCscrapped plansto have shareholders approve a planned capital increase that would have diluted existing stockholders.</p>\n<p>TheStreet Quant Ratings rates AMC Entertainment as a Sell with a rating score of E+.</p>\n<p><b>4. <a href=\"https://laohu8.com/S/CCL\">Carnival</a> Corp. | -17.35% Past Week | -30.02% 1 Month</b></p>\n<p>It has not been an easy run for Carnival Cruise&nbsp;(<b>CCL</b>) -Get Report. The Miami cruise operator's shares are down about 2% on Thursday, but that’s much better than the 5.2% loss the stock was sporting at the recent low.&nbsp;Carnival fell in late June when it said it planned toraise another $500 million. It fell again when itreduced its debt a few days later.</p>\n<p>TheStreet Quant Ratings rates Carnival as a Sell with a rating score of D.</p>\n<p><b>5. <a href=\"https://laohu8.com/S/RGLD\">Royal</a> Caribbean | -14.83% Past Week | -18.90% 1 Month</b></p>\n<p>Royal Caribbean&nbsp;(<b>RCL</b>) -Get Report, in collaboration with the Florida Division of Emergency Management (FDEM), docked its&nbsp;<i>Explorer of the Seas</i>&nbsp;vessel at the Port of Miami to provide free housing and support for the search-and-rescue teams working at the Surfside condo collapse.</p>\n<p>TheStreet Quant Ratings rates Royal Caribbean as a Sell with a rating score of D.</p>\n<p><b>6. <a href=\"https://laohu8.com/S/UBCP\">United</a> Airlines | -14.20% Past Week | +20.92% 1 Month</b></p>\n<p>United Airlines Holdings&nbsp;(<b>UAL</b>) -Get Report&nbsp;is among the air carriers and&nbsp;cruise-line operators that slumped due to concern about the continued spread of the delta variant of COVID-19.</p>\n<p>TheStreet Quant Ratings rates United Airlines as a Sell with a rating score of D+.</p>\n<p><b>7. <a href=\"https://laohu8.com/S/BA\">Boeing</a> Co. | -13.17% Past Week | -12.82% 1 Month</b></p>\n<p>Boeing Co.&nbsp;(<b>BA</b>) -Get Report&nbsp;sharesslumped lower Tuesdayafter the plane maker said it would trim production of its 787 Dreamliner following the discovery of structural flaws in the troubled twin-aisle aircraft. The company said it would deliver\"fewer than half\" of the 787s currently in inventory by the end of the year, down from its prior forecast of \"the vast majority\" as it works with the Federal Aviation Administration to fix gaps in what is known as the forward pressure bulkhead.</p>\n<p>TheStreet Quant Ratings rates Boeing as a Sell with a rating score of D.</p>\n<p><b>8. <a href=\"https://laohu8.com/S/MGM\">MGM Resorts International</a> | -11.86% Past Week | -10.41% 1 Month</b></p>\n<p>MGM Resorts International&nbsp;(<b>MGM</b>) -Get Report&nbsp;agreed tobuy Infinity World Development's 50% interestin CityCenter Holdings for $2.125 billion. The agreement will make MGM Resorts the 100% owner of CityCenter on the Las Vegas Strip, a complex made up of Aria Resort &amp; Casino and Vdara Hotel and Spa.</p>\n<p>TheStreet Quant Ratings rates MGM Resorts as a Sell with a rating score of C-.</p>\n<p><b>9. Coinbase Global | -10.89% Past Week | -3.75% 1 Month</b></p>\n<p>Cathie Wood-led ARK Investment Management&nbsp;(<b>ARK</b>)&nbsp;shed shares in chipmaker Nvidia&nbsp;(<b>NVDA</b>) -Get Report&nbsp;and e-commerce back-end provider <a href=\"https://laohu8.com/S/SHOP\">Shopify</a>&nbsp;(<b>SHOP</b>) -Get Report, shifting some of its capital into Coinbase Global&nbsp;(<b>COIN</b>)&nbsp;amid a dip in the crypto exchange provider’s stock price.&nbsp;The investment firm snapped up 27,844 shares, estimated to be worth about $6.77 million, in cryptocurrency exchange Coinbase on the dip,according to reports.</p>\n<p>TheStreet does not have a Quant Rating rating for Coinbase Global.</p>\n<p><b>10. Delta Airlines | -10.06% Past Week | -14.28% 1 Month</b></p>\n<p><a href=\"https://laohu8.com/S/DAL\">Delta Air Lines</a>&nbsp;(<b>DAL</b>) -Get Report&nbsp;rose this past week before slumping after <a href=\"https://laohu8.com/S/RJF\">Raymond James</a> analyst Savanthi Sythdouble-upgraded the air carrier to strong buy from market performwith a $58 price target following an&nbsp;earnings call.&nbsp;Also, <a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a> analyst Ravi Shanker, who kept an overweight rating and $73 price target, said the shares deserve to be trading \"significantly higher than current levels.\"</p>\n<p>TheStreet does not have a Quant Rating rating for Skillz.</p>","source":"lsy1610613172068","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>Buy-the-Dip Candidates: Virgin Galactic, United Airlines, Royal Caribbean</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\">\nBuy-the-Dip Candidates: Virgin Galactic, United Airlines, Royal Caribbean\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-20 22:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/investing/buy-the-dip-candidates-virgin-galactic-united-airlines-royal-caribbean><strong>The  Street</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>These stocks that fell in the past week could be buy-the-dip opportunities. Recent decliners include Norwegian Cruise Lines, AMC Entertainment, Coinbase Global, Delta Airlines, and more.\n\nShares of ...</p>\n\n<a href=\"https://www.thestreet.com/investing/buy-the-dip-candidates-virgin-galactic-united-airlines-royal-caribbean\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"UBCP":"联合合众银行","SPCE":"维珍银河","00467":"联合能源集团","RGLD":"皇家黄金"},"source_url":"https://www.thestreet.com/investing/buy-the-dip-candidates-virgin-galactic-united-airlines-royal-caribbean","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146716847","content_text":"These stocks that fell in the past week could be buy-the-dip opportunities. Recent decliners include Norwegian Cruise Lines, AMC Entertainment, Coinbase Global, Delta Airlines, and more.\n\nShares of many airlines and cruise operators were lower this past week due to concern about the continued spread of the delta variant of COVID-19.\nThe virus variant has been spreading rapidly in parts of Asia, including Japan where the Olympics will begin Friday, elsewhere around the world.\nThe Dow Jones Industrial Average on Mondayposted its worst day of 2021. Socks plummeted, finishing broadly and sharply lower as investors moved into safe-haven assets and weighed how rising COVID-19 cases might affect the economic recovery in the U.S. and globally.\nThe Dow finished down 725 points, or 2.09%, at 33,962, the S&P 500 dropped 1.59% and the Nasdaq slumped 1.06%. At their lowest levels on Monday, the Dow blue chips slumped 946 points or 2.7%, the S&P 500 gave back 2.2% and the Nasdaq fell 1.7%.\n\nOver on Real Money, Jim Cramer writes that there's \"too much speculation, too little stability in the face of a COVID rebound.\" It's a revolt of the buyers, he says, mixed with a strong belief that the Delta variant will take away all the upside of the speculative economy.Want more of his real-time market analysis? Read his list of factors that continue to weigh on stocks, and how investors can protect their portfolios.\n\nAirlines such as United Airlines (UAL) -Get Report and American Airlines (AAL) -Get Report and cruise lines like Norwegian Cruise Line Holdings (NCLH) -Get Report were among the biggest losers. They tumbledon fears about the spread of the COVID-19 delta variantand worries that new lockdown restrictions will stall the economic rebound.\nHowever, TheStreet's Jim Cramer said from the floor of the New York Stock Exchange: \"You have to start buying here simply because you don't know when the bottom's going to be.\"\nHere are several stocks that fell this past week and could present an opportunity to buy the dip.\n1. Virgin Galactic | -20.50% Past Week | -12.09% 1 Month\nVirgin Galactic (SPCE) -Get Report shares continued to fall a week afterthe aerospace companyfounded by the entrepreneur Richard Branson said in a filing that it may sell up to $500 million of stock. Branson recently completed a test flight into space and Amazon's (AMZN) -Get Report Jeff Bezos is scheduled to take hisfirst space flighton Tuesday.\nTheStreet does not have a Quant Rating rating for Virgin Galactic.\n2. Norwegian Cruise Lines | -19.79% Past Week | -27.79% 1 Month\nNorwegian Cruise Lines (NCLH) -Get Report, which filed an amicus brief in this case, is suing Florida Surgeon General Scott Rivkees for the right to require all passengers to be vaccinated against COVID-19 once it restarts its Florida cruises on Aug. 15. Florida sued the CDC in April, claiming the agency’s restrictions on the cruise industry during the pandemic effectively blocked most cruises and harmed the state’s livelihood.\nTheStreet Quant Ratings rates Norwegian Cruise Lines as a Sell with a rating score of D.\n3. AMC Entertainment | -18.69% Past Week | -41.54% 1 Month\nAMC Entertainment (AMC) -Get Report and a group of 36 other meme stocks have fallen as much as 4.4%, according to Bloomberg, marking a sixth straight decline, after the group's worst week since late February. Earlier this month, AMCscrapped plansto have shareholders approve a planned capital increase that would have diluted existing stockholders.\nTheStreet Quant Ratings rates AMC Entertainment as a Sell with a rating score of E+.\n4. Carnival Corp. | -17.35% Past Week | -30.02% 1 Month\nIt has not been an easy run for Carnival Cruise (CCL) -Get Report. The Miami cruise operator's shares are down about 2% on Thursday, but that’s much better than the 5.2% loss the stock was sporting at the recent low. Carnival fell in late June when it said it planned toraise another $500 million. It fell again when itreduced its debt a few days later.\nTheStreet Quant Ratings rates Carnival as a Sell with a rating score of D.\n5. Royal Caribbean | -14.83% Past Week | -18.90% 1 Month\nRoyal Caribbean (RCL) -Get Report, in collaboration with the Florida Division of Emergency Management (FDEM), docked its Explorer of the Seas vessel at the Port of Miami to provide free housing and support for the search-and-rescue teams working at the Surfside condo collapse.\nTheStreet Quant Ratings rates Royal Caribbean as a Sell with a rating score of D.\n6. United Airlines | -14.20% Past Week | +20.92% 1 Month\nUnited Airlines Holdings (UAL) -Get Report is among the air carriers and cruise-line operators that slumped due to concern about the continued spread of the delta variant of COVID-19.\nTheStreet Quant Ratings rates United Airlines as a Sell with a rating score of D+.\n7. Boeing Co. | -13.17% Past Week | -12.82% 1 Month\nBoeing Co. (BA) -Get Report sharesslumped lower Tuesdayafter the plane maker said it would trim production of its 787 Dreamliner following the discovery of structural flaws in the troubled twin-aisle aircraft. The company said it would deliver\"fewer than half\" of the 787s currently in inventory by the end of the year, down from its prior forecast of \"the vast majority\" as it works with the Federal Aviation Administration to fix gaps in what is known as the forward pressure bulkhead.\nTheStreet Quant Ratings rates Boeing as a Sell with a rating score of D.\n8. MGM Resorts International | -11.86% Past Week | -10.41% 1 Month\nMGM Resorts International (MGM) -Get Report agreed tobuy Infinity World Development's 50% interestin CityCenter Holdings for $2.125 billion. The agreement will make MGM Resorts the 100% owner of CityCenter on the Las Vegas Strip, a complex made up of Aria Resort & Casino and Vdara Hotel and Spa.\nTheStreet Quant Ratings rates MGM Resorts as a Sell with a rating score of C-.\n9. Coinbase Global | -10.89% Past Week | -3.75% 1 Month\nCathie Wood-led ARK Investment Management (ARK) shed shares in chipmaker Nvidia (NVDA) -Get Report and e-commerce back-end provider Shopify (SHOP) -Get Report, shifting some of its capital into Coinbase Global (COIN) amid a dip in the crypto exchange provider’s stock price. The investment firm snapped up 27,844 shares, estimated to be worth about $6.77 million, in cryptocurrency exchange Coinbase on the dip,according to reports.\nTheStreet does not have a Quant Rating rating for Coinbase Global.\n10. Delta Airlines | -10.06% Past Week | -14.28% 1 Month\nDelta Air Lines (DAL) -Get Report rose this past week before slumping after Raymond James analyst Savanthi Sythdouble-upgraded the air carrier to strong buy from market performwith a $58 price target following an earnings call. Also, Morgan Stanley analyst Ravi Shanker, who kept an overweight rating and $73 price target, said the shares deserve to be trading \"significantly higher than current levels.\"\nTheStreet does not have a Quant Rating rating for Skillz.","news_type":1},"isVote":1,"tweetType":1,"viewCount":129,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":178602387,"gmtCreate":1626806271249,"gmtModify":1703765555558,"author":{"id":"3581926311134922","authorId":"3581926311134922","name":"Elle05","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581926311134922","authorIdStr":"3581926311134922"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>jiayou, we will wait for you!","listText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>jiayou, we will wait for you!","text":"$AMC Entertainment(AMC)$jiayou, we will wait for you!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/178602387","isVote":1,"tweetType":1,"viewCount":283,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":168353388,"gmtCreate":1623953045644,"gmtModify":1703824602299,"author":{"id":"3581926311134922","authorId":"3581926311134922","name":"Elle05","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581926311134922","authorIdStr":"3581926311134922"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>lets skyrocket up, gamma squeeze and short squeeze coming!","listText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>lets skyrocket up, gamma squeeze and short squeeze coming!","text":"$AMC Entertainment(AMC)$lets skyrocket up, gamma squeeze and short squeeze coming!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/168353388","isVote":1,"tweetType":1,"viewCount":235,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":168362577,"gmtCreate":1623951657099,"gmtModify":1703824582946,"author":{"id":"3581926311134922","authorId":"3581926311134922","name":"Elle05","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581926311134922","authorIdStr":"3581926311134922"},"themes":[],"htmlText":"Buy at dip! Anything below $100 is discounted price! Gamma Squeeze and Short Squeeze is rewching! Let’s skyrocket up!","listText":"Buy at dip! Anything below $100 is discounted price! Gamma Squeeze and Short Squeeze is rewching! Let’s skyrocket up!","text":"Buy at dip! Anything below $100 is discounted price! Gamma Squeeze and Short Squeeze is rewching! Let’s skyrocket up!","images":[{"img":"https://static.tigerbbs.com/2a7d990a32320e306ac05080d9d38d00","width":"1125","height":"2973"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/168362577","isVote":1,"tweetType":1,"viewCount":210,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":168366563,"gmtCreate":1623951568952,"gmtModify":1703824581297,"author":{"id":"3581926311134922","authorId":"3581926311134922","name":"Elle05","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581926311134922","authorIdStr":"3581926311134922"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>lets buy at&nbsp;dip. Gamma and short squeeze is reaching!&nbsp;","listText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>lets buy at&nbsp;dip. Gamma and short squeeze is reaching!&nbsp;","text":"$AMC Entertainment(AMC)$lets buy at dip. Gamma and short squeeze is reaching!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/168366563","isVote":1,"tweetType":1,"viewCount":216,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":168366997,"gmtCreate":1623951488919,"gmtModify":1703824580797,"author":{"id":"3581926311134922","authorId":"3581926311134922","name":"Elle05","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581926311134922","authorIdStr":"3581926311134922"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>gamma squeeze and short squeeze coming. Let’s buy more! Anything below $100 is discounted price!","listText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>gamma squeeze and short squeeze coming. Let’s buy more! Anything below $100 is discounted price!","text":"$AMC Entertainment(AMC)$gamma squeeze and short squeeze coming. Let’s buy more! Anything below $100 is discounted price!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/168366997","isVote":1,"tweetType":1,"viewCount":180,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9088988970,"gmtCreate":1650298451951,"gmtModify":1676534690277,"author":{"id":"3581926311134922","authorId":"3581926311134922","name":"Elle05","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581926311134922","authorIdStr":"3581926311134922"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SPCE\">$Virgin Galactic(SPCE)$</a>Jiayou","listText":"<a href=\"https://ttm.financial/S/SPCE\">$Virgin Galactic(SPCE)$</a>Jiayou","text":"$Virgin Galactic(SPCE)$Jiayou","images":[{"img":"https://community-static.tradeup.com/news/c5f7816a0a3036b98dc55ad1bd6ff6a2","width":"1284","height":"2538"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":18,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/9088988970","isVote":1,"tweetType":1,"viewCount":269,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9086086302,"gmtCreate":1650405821141,"gmtModify":1676534712997,"author":{"id":"3581926311134922","authorId":"3581926311134922","name":"Elle05","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581926311134922","authorIdStr":"3581926311134922"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SPCE\">$Virgin Galactic(SPCE)$</a>Jiayou","listText":"<a href=\"https://ttm.financial/S/SPCE\">$Virgin Galactic(SPCE)$</a>Jiayou","text":"$Virgin Galactic(SPCE)$Jiayou","images":[{"img":"https://community-static.tradeup.com/news/7cb8bf3a4967e97c955250429619bab7","width":"1284","height":"2538"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9086086302","isVote":1,"tweetType":1,"viewCount":337,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9083010881,"gmtCreate":1650043418688,"gmtModify":1676534635450,"author":{"id":"3581926311134922","authorId":"3581926311134922","name":"Elle05","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581926311134922","authorIdStr":"3581926311134922"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SPCE\">$Virgin Galactic(SPCE)$</a>Joayou","listText":"<a href=\"https://ttm.financial/S/SPCE\">$Virgin Galactic(SPCE)$</a>Joayou","text":"$Virgin Galactic(SPCE)$Joayou","images":[{"img":"https://community-static.tradeup.com/news/963d5065253979cebcb5af6063da827c","width":"1284","height":"2538"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9083010881","isVote":1,"tweetType":1,"viewCount":372,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9081168467,"gmtCreate":1650211731514,"gmtModify":1676534669938,"author":{"id":"3581926311134922","authorId":"3581926311134922","name":"Elle05","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581926311134922","authorIdStr":"3581926311134922"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SPCE\">$Virgin Galactic(SPCE)$</a>Jiayou","listText":"<a href=\"https://ttm.financial/S/SPCE\">$Virgin Galactic(SPCE)$</a>Jiayou","text":"$Virgin Galactic(SPCE)$Jiayou","images":[{"img":"https://community-static.tradeup.com/news/963d5065253979cebcb5af6063da827c","width":"1284","height":"2538"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9081168467","isVote":1,"tweetType":1,"viewCount":563,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":176261427,"gmtCreate":1626889741069,"gmtModify":1703480058947,"author":{"id":"3581926311134922","authorId":"3581926311134922","name":"Elle05","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581926311134922","authorIdStr":"3581926311134922"},"themes":[],"htmlText":"nice","listText":"nice","text":"nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/176261427","repostId":"1156292040","repostType":4,"repost":{"id":"1156292040","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":1626880084,"share":"https://ttm.financial/m/news/1156292040?lang=&edition=fundamental","pubTime":"2021-07-21 23:08","market":"us","language":"en","title":"Airline stocks, Cruise Stocks rally continues in morning trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1156292040","media":"Tiger Newspress","summary":"(July 21) Airline stocks, Cruise Stocks rally continues in morning trading.\nShares of Carnival  rose","content":"<p>(July&nbsp;21)&nbsp;Airline stocks, Cruise Stocks rally continues in morning trading.<img src=\"https://static.tigerbbs.com/552c4c7cf72c26141391a54bd44731bc\" tg-width=\"307\" tg-height=\"364\" width=\"100%\" height=\"auto\"></p>\n<p>Shares of&nbsp;<a href=\"https://laohu8.com/S/CCL\">Carnival</a> &nbsp;rose&nbsp;over&nbsp;3%&nbsp;in&nbsp;premarket trading,&nbsp;after&nbsp;the company said it plans to resume guest cruise operations across eight of its cruise line brands by the end of 2021. This would bring Carnival's total operating capacity to nearly 75% by the end of 2021.</p>\n<p>A total of 54 ships across AIDA Cruises, Carnival Cruise Line, Costa Cruises, Cunard, Holland America Line, Princess Cruises, P&amp;O Cruises, and Seabourn plan to resume operations by the end of 2021.&nbsp;Carnival Cruise Line plans to return its full fleet to service this year, which would bring a total of 63 ships back to operations in 2021.</p>\n<p>Carnival stock has rebounded 32% over the last year but tumbled in June&nbsp;as it ran into some hurdles with the state of Florida's pushback over COVID-19 vaccine mandates, which Carnival views as important to making passengers feel safe on board.Cruise stockshave come under more selling pressure in July over a recent spike in COVID-19 cases.</p>\n<p>Nonetheless, the updated roadmap on returning to normal operations gives investors some near-term visibility on Carnival's recovery. There seems to be tremendous pent-up demand for people to travel again. Carnival announced in early July that a 40-night winter sun Caribbean cruise on P&amp;O Cruises sold out in the first day.</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>Airline stocks, Cruise Stocks rally continues 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\">\nAirline stocks, Cruise Stocks rally continues 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\">2021-07-21 23:08</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(July&nbsp;21)&nbsp;Airline stocks, Cruise Stocks rally continues in morning trading.<img src=\"https://static.tigerbbs.com/552c4c7cf72c26141391a54bd44731bc\" tg-width=\"307\" tg-height=\"364\" width=\"100%\" height=\"auto\"></p>\n<p>Shares of&nbsp;<a href=\"https://laohu8.com/S/CCL\">Carnival</a> &nbsp;rose&nbsp;over&nbsp;3%&nbsp;in&nbsp;premarket trading,&nbsp;after&nbsp;the company said it plans to resume guest cruise operations across eight of its cruise line brands by the end of 2021. This would bring Carnival's total operating capacity to nearly 75% by the end of 2021.</p>\n<p>A total of 54 ships across AIDA Cruises, Carnival Cruise Line, Costa Cruises, Cunard, Holland America Line, Princess Cruises, P&amp;O Cruises, and Seabourn plan to resume operations by the end of 2021.&nbsp;Carnival Cruise Line plans to return its full fleet to service this year, which would bring a total of 63 ships back to operations in 2021.</p>\n<p>Carnival stock has rebounded 32% over the last year but tumbled in June&nbsp;as it ran into some hurdles with the state of Florida's pushback over COVID-19 vaccine mandates, which Carnival views as important to making passengers feel safe on board.Cruise stockshave come under more selling pressure in July over a recent spike in COVID-19 cases.</p>\n<p>Nonetheless, the updated roadmap on returning to normal operations gives investors some near-term visibility on Carnival's recovery. There seems to be tremendous pent-up demand for people to travel again. Carnival announced in early July that a 40-night winter sun Caribbean cruise on P&amp;O Cruises sold out in the first day.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"UAL":"联合大陆航空","NCLH":"挪威邮轮","RCL":"皇家加勒比邮轮","CCL":"嘉年华邮轮","AAL":"美国航空","BA":"波音","SAVE":"Spirit Airlines","DAL":"达美航空","LUV":"西南航空"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156292040","content_text":"(July 21) Airline stocks, Cruise Stocks rally continues in morning trading.\nShares of Carnival  rose over 3% in premarket trading, after the company said it plans to resume guest cruise operations across eight of its cruise line brands by the end of 2021. This would bring Carnival's total operating capacity to nearly 75% by the end of 2021.\nA total of 54 ships across AIDA Cruises, Carnival Cruise Line, Costa Cruises, Cunard, Holland America Line, Princess Cruises, P&O Cruises, and Seabourn plan to resume operations by the end of 2021. Carnival Cruise Line plans to return its full fleet to service this year, which would bring a total of 63 ships back to operations in 2021.\nCarnival stock has rebounded 32% over the last year but tumbled in June as it ran into some hurdles with the state of Florida's pushback over COVID-19 vaccine mandates, which Carnival views as important to making passengers feel safe on board.Cruise stockshave come under more selling pressure in July over a recent spike in COVID-19 cases.\nNonetheless, the updated roadmap on returning to normal operations gives investors some near-term visibility on Carnival's recovery. There seems to be tremendous pent-up demand for people to travel again. Carnival announced in early July that a 40-night winter sun Caribbean cruise on P&O Cruises sold out in the first day.","news_type":1},"isVote":1,"tweetType":1,"viewCount":165,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9083596310,"gmtCreate":1650135380671,"gmtModify":1676534653540,"author":{"id":"3581926311134922","authorId":"3581926311134922","name":"Elle05","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581926311134922","authorIdStr":"3581926311134922"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SPCE\">$Virgin Galactic(SPCE)$</a>Jiayou","listText":"<a href=\"https://ttm.financial/S/SPCE\">$Virgin Galactic(SPCE)$</a>Jiayou","text":"$Virgin Galactic(SPCE)$Jiayou","images":[{"img":"https://community-static.tradeup.com/news/963d5065253979cebcb5af6063da827c","width":"1284","height":"2538"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9083596310","isVote":1,"tweetType":1,"viewCount":300,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":178602387,"gmtCreate":1626806271249,"gmtModify":1703765555558,"author":{"id":"3581926311134922","authorId":"3581926311134922","name":"Elle05","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581926311134922","authorIdStr":"3581926311134922"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>jiayou, we will wait for you!","listText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>jiayou, we will wait for you!","text":"$AMC Entertainment(AMC)$jiayou, we will wait for you!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/178602387","isVote":1,"tweetType":1,"viewCount":283,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":168366563,"gmtCreate":1623951568952,"gmtModify":1703824581297,"author":{"id":"3581926311134922","authorId":"3581926311134922","name":"Elle05","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581926311134922","authorIdStr":"3581926311134922"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>lets buy at&nbsp;dip. Gamma and short squeeze is reaching!&nbsp;","listText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>lets buy at&nbsp;dip. Gamma and short squeeze is reaching!&nbsp;","text":"$AMC Entertainment(AMC)$lets buy at dip. Gamma and short squeeze is reaching!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/168366563","isVote":1,"tweetType":1,"viewCount":216,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":172853489,"gmtCreate":1626953900441,"gmtModify":1703481232406,"author":{"id":"3581926311134922","authorId":"3581926311134922","name":"Elle05","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581926311134922","authorIdStr":"3581926311134922"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>jiayou, we will wait for you!","listText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>jiayou, we will wait for you!","text":"$AMC Entertainment(AMC)$jiayou, we will wait for you!","images":[{"img":"https://static.tigerbbs.com/f4fe91f9019e9d825efad4ef3acbdf7e","width":"1242","height":"2151"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/172853489","isVote":1,"tweetType":1,"viewCount":497,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":168366997,"gmtCreate":1623951488919,"gmtModify":1703824580797,"author":{"id":"3581926311134922","authorId":"3581926311134922","name":"Elle05","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581926311134922","authorIdStr":"3581926311134922"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>gamma squeeze and short squeeze coming. Let’s buy more! Anything below $100 is discounted price!","listText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>gamma squeeze and short squeeze coming. Let’s buy more! Anything below $100 is discounted price!","text":"$AMC Entertainment(AMC)$gamma squeeze and short squeeze coming. Let’s buy more! Anything below $100 is discounted price!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/168366997","isVote":1,"tweetType":1,"viewCount":180,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9089371920,"gmtCreate":1649958060502,"gmtModify":1676534616152,"author":{"id":"3581926311134922","authorId":"3581926311134922","name":"Elle05","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581926311134922","authorIdStr":"3581926311134922"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SPCE\">$Virgin Galactic(SPCE)$</a>Jiayou","listText":"<a href=\"https://ttm.financial/S/SPCE\">$Virgin Galactic(SPCE)$</a>Jiayou","text":"$Virgin Galactic(SPCE)$Jiayou","images":[{"img":"https://community-static.tradeup.com/news/d3bb67ec4a785cd66a86abddf51df268","width":"1284","height":"2538"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9089371920","isVote":1,"tweetType":1,"viewCount":429,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9089926296,"gmtCreate":1649946735863,"gmtModify":1676534613020,"author":{"id":"3581926311134922","authorId":"3581926311134922","name":"Elle05","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581926311134922","authorIdStr":"3581926311134922"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SPCE\">$Virgin Galactic(SPCE)$</a>jiayou","listText":"<a href=\"https://ttm.financial/S/SPCE\">$Virgin Galactic(SPCE)$</a>jiayou","text":"$Virgin Galactic(SPCE)$jiayou","images":[{"img":"https://community-static.tradeup.com/news/d6781eec557cdc18c030d4ab8b30d74a","width":"1284","height":"2538"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9089926296","isVote":1,"tweetType":1,"viewCount":448,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":176268649,"gmtCreate":1626889891381,"gmtModify":1703480060257,"author":{"id":"3581926311134922","authorId":"3581926311134922","name":"Elle05","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581926311134922","authorIdStr":"3581926311134922"},"themes":[],"htmlText":"nice","listText":"nice","text":"nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/176268649","repostId":"1107219983","repostType":4,"repost":{"id":"1107219983","pubTimestamp":1626858926,"share":"https://ttm.financial/m/news/1107219983?lang=&edition=fundamental","pubTime":"2021-07-21 17:15","market":"us","language":"en","title":"Here Is The One-Word Reason Why JPMorgan Just Raised Its S&P Target To 4,600","url":"https://stock-news.laohu8.com/highlight/detail?id=1107219983","media":"zerohedge","summary":"Mid-cycle?Late-cycle? Nope: according to the latest note published overnight from JPMorgan head glob","content":"<p>Mid-cycle?Late-cycle? Nope: according to the latest note published overnight from JPMorgan head global equity strategist Dubravko Lakos-Bujas, \"even though equity leadership and bonds are trading as if the global economy is entering late cycle,<b>our research suggests the recovery is still in early-cycle</b>and gradually transitioning towards mid-cycle.\" And echoing his JPM colleague and fellow Croat, Marko Kolanovic, who yesterdayadvised clients to stop freaking out about the delta variant(advise which markets are taking to heart today), Dubravko writes that the largest commercial bank remains \"constructive on equities and see the latest round of growth and slowdown fears premature and overblown.\"</p>\n<p><img src=\"https://static.tigerbbs.com/52b0923c42b8b316b85e56a776fa3337\" tg-width=\"1132\" tg-height=\"1215\" width=\"100%\" height=\"auto\">Elaborating on why he is sanguine about the current Delta case breakout, Lakos-Bujas writes that \"we remain of the view that this latest wave will not derail the broader reopening process. While cases have gone up, deaths / hospitalizations remain low and stable due to broadening vaccination rollout and self-immunity from prior waves.\"</p>\n<p><img src=\"https://static.tigerbbs.com/d396ca943f750f3a3bcb38e01a53cbdf\" tg-width=\"772\" tg-height=\"546\" width=\"100%\" height=\"auto\">The strategist then argues that \"reopening of the economy is not an event but rather a process, which in our opinion is still not priced-in, and especially not now given recent market moves. For instance, an increasing number of reopening stocks are now down 30-50% from 1Q21 highs (i.e. travel, cruise lines, oil) and some have reversed back to last year June levels when COVID-19 uncertainty and economic setup were vastly worse than today.\"</p>\n<p>Given the above, JPM sees \"increasingly compelling\" risk/reward for the reopening theme, which can be expressed through Consumer Recovery (JPAMCONR &lt;Index&gt;), Domestic Recovery (JPAMCRDB &lt;Index&gt;) and International Recovery (JPAMCRIB &lt;Index&gt;) baskets, see Fig 1.\" Additionally, JPm argues that global mobility remains nascent and its normalization will continue to release pent-up demand, while tight inventories and new orders bode positively for global growth.</p>\n<p><img src=\"https://static.tigerbbs.com/dc9c52172685e208ffe19abe53233205\" tg-width=\"958\" tg-height=\"959\" width=\"100%\" height=\"auto\">Combining all this bullishness,<b>the JPM equity strategist is revising his EPS estimates higher by an additional $5 to $205 for 2021 and raises the bank's long-held 2021 year-end price target of 4,400 to 4,600, due to the following considerations:</b></p>\n<blockquote>\n At a thematic/sector level, the risk/reward for reopening stocks has improved significantly with the recent pullback creating many unusually attractive opportunities for investors to re-enter various parts of the cyclical cohort. Consumer Discretionary (i.e. Retail, Travel &amp; Leisure), Semis, Banks and Energy are strong buys at current levels. For instance,\n <b>large-cap Energy is now trading at a ~10% FCF yield and a &gt;8% FCF/EV yield at $70 Brent in 2022, with leverage that is &lt;1x</b>. The sector has increasing potential for a sharp short squeeze and move higher, given its extreme disconnect from oil fundamentals (i.e. widest in 30+ years, Figure 10). In addition, our Semiconductor research argues that we are only 30-40% of the way into&nbsp; the current semiconductor upcycle and expect strong Y/Y growth into next year with positive EPS revisions for the next 3-4 quarters. Supply will likely remain tight into 2022, while demand remains strong (20-40% above companies’ ability to supply), thus this supply demand imbalance will persist through 2021. Although customers are responding to tight supply with higher than needed orders, ongoing supply tightness is limiting fulfillment. In fact, JPM expects channel and customer inventories to decline Q/Q again in the just completed June quarter.\n</blockquote>\n<p>Looking at the fundamentals, JPM predicts that S&amp;P 500 gains should also be supported by strong earnings growth and capital return until 2023,<b>and is why JPM is adjusting its above consensus S&amp;P 500 EPS by another $5 for 2022 to $230 (consensus $214) and 2023 to $250 (consensus $233).</b></p>\n<blockquote>\n This revision is largely due to global reopening which is delayed and bound to release further pent-up demand, inventory replenishment, rising profitability for Energy companies, and ongoing policy actions (childcare, infrastructure, etc). We expect cumulative revenue growth of ~30% by 2023 relative to pre-COVID (FY 2019), ~150bp net income margin expansion to a record high at over 13%, and gross buybacks nearing an annual pace of ~$1t during this period.\n</blockquote>\n<p>While all sectors are expected to contribute to earnings growth, JPM expects reflation sensitive sectors (Commodities, Financials, Industrials) and Consumer to do the heaviest lifting in the coming quarters in terms of beats and revisions.</p>\n<p>Putting it all together, Lakos-Bujas says that \"<b>considering this outlook for earnings and shareholder return, we are raising our Price Target to 4,600 for year-end 2021.\"</b></p>\n<p>But while any first year strategist can goalseek a fundamentally bullish narrative and chart it, as JPM has done below...</p>\n<p><img src=\"https://static.tigerbbs.com/41e87174356d968c69893caff66745e0\" tg-width=\"1072\" tg-height=\"1304\" width=\"100%\" height=\"auto\">... there is a very specific reason behind JPM's bullish reversal:<b>the coming surge in buybacks which will result in a boom in shareholder returns,</b>or as Dubravko notes, \"corporates have already increased gross buybacks from pandemic era low of $525b (trailing twelve months as of 1Q21) to an annualized run rate of ~$775b YTD and should surpass previous record of ~$850b (as of 1Q19).\"</p>\n<p><img src=\"https://static.tigerbbs.com/3b09d295af263e87277eaffbda47bb7c\" tg-width=\"1076\" tg-height=\"435\" width=\"100%\" height=\"auto\">In practical terms, JPM expects a sharp drop in the S&amp;P's share count in the next 24 months as the buyback-facilitated slow-motion LBO continues.</p>\n<p><img src=\"https://static.tigerbbs.com/ae94ad29f188e3aac5cdf92b9df65fc3\" tg-width=\"1048\" tg-height=\"396\" width=\"100%\" height=\"auto\">Some more details below on the one biggest catalyst behind JPM's SPX price target hike:</p>\n<blockquote>\n <b>Expecting a boom in shareholder return led by buybacks.</b>Buybacks are reemerging as a key theme with net buyback activity significantly improving this year after bottoming in 2Q20. Corporate buyback announcements, typically a leading indicator of buyback execution activity and corporate confidence, have already well-exceeded 2020 levels ($431B YTD vs. $307B 2020, see Figure 25). In fact,\n <b>the rebound in announcement activity is similar to the surge post-TCJA (see Figure 23) which is tracking towards and it is likely to easily surpass ~$650B by year-end and likely to see rolling 12-month announcements surpass prior record level of ~$1T.</b>Historically, buyback announcements have been concentrated within Technology and Financials. However, YTD we are seeing strong announcement activity from Communications as well (driven by GOOGL ~$50B in Apr). As a reminder, ~$90B of Tech’s $133B in announcements YTD is supported by AAPL and ~$25B of Financials' ~$92B is supported by BAC.\n</blockquote>\n<p><img src=\"https://static.tigerbbs.com/774d4e9c2550b27c62d10733947c8de4\" tg-width=\"1077\" tg-height=\"384\" width=\"100%\" height=\"auto\">With the June 30th lifting of pandemic era restriction on US Banks,<b>we could see some further pick-up in buyback announcements.</b>Dry powder (i.e. announced repurchase programs not yet executed) levels have been recovering to pre-pandemic levels (~$658B, see Figure 27) as executions have been relatively slower to rebound but should show a material sequential growth in the coming quarters. With record profit margins (~13% in 2022 vs ~11.5% in 2019), bloated cash levels of $2.0T ex-financials (vs. $1.6T pre- COVID), and lower high grade debt yields (JULI at 2.6% now, vs 3.3% prepandemic),<b>we are expecting a boom in buyback activity over the next year.</b>Gross buybacks should surpass the prior executed high of $850b.</p>\n<p><img src=\"https://static.tigerbbs.com/053354e7e2fc9ea74585b437e0d77f78\" tg-width=\"1076\" tg-height=\"415\" width=\"100%\" height=\"auto\">In summary,<i>assuming $875b in buybacks and dividend income of $575 over the next year,</i>JPM calculates that<b>the expected shareholder yield is 3.9%.</b>This, as Dubravko concludes, \"is a significant cross-asset valuation support for equities at a time when 10yr US bonds are yielding 1.2% and $13 trillion of global debt has a negative yield.\"</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Here Is The One-Word Reason Why JPMorgan Just Raised Its S&P Target To 4,600</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHere Is The One-Word Reason Why JPMorgan Just Raised Its S&P Target To 4,600\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-21 17:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zerohedge.com/markets/here-one-word-reason-why-jpmorgan-just-raised-its-sp-target-4600><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Mid-cycle?Late-cycle? Nope: according to the latest note published overnight from JPMorgan head global equity strategist Dubravko Lakos-Bujas, \"even though equity leadership and bonds are trading as ...</p>\n\n<a href=\"https://www.zerohedge.com/markets/here-one-word-reason-why-jpmorgan-just-raised-its-sp-target-4600\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".SPX":"S&P 500 Index"},"source_url":"https://www.zerohedge.com/markets/here-one-word-reason-why-jpmorgan-just-raised-its-sp-target-4600","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107219983","content_text":"Mid-cycle?Late-cycle? Nope: according to the latest note published overnight from JPMorgan head global equity strategist Dubravko Lakos-Bujas, \"even though equity leadership and bonds are trading as if the global economy is entering late cycle,our research suggests the recovery is still in early-cycleand gradually transitioning towards mid-cycle.\" And echoing his JPM colleague and fellow Croat, Marko Kolanovic, who yesterdayadvised clients to stop freaking out about the delta variant(advise which markets are taking to heart today), Dubravko writes that the largest commercial bank remains \"constructive on equities and see the latest round of growth and slowdown fears premature and overblown.\"\nElaborating on why he is sanguine about the current Delta case breakout, Lakos-Bujas writes that \"we remain of the view that this latest wave will not derail the broader reopening process. While cases have gone up, deaths / hospitalizations remain low and stable due to broadening vaccination rollout and self-immunity from prior waves.\"\nThe strategist then argues that \"reopening of the economy is not an event but rather a process, which in our opinion is still not priced-in, and especially not now given recent market moves. For instance, an increasing number of reopening stocks are now down 30-50% from 1Q21 highs (i.e. travel, cruise lines, oil) and some have reversed back to last year June levels when COVID-19 uncertainty and economic setup were vastly worse than today.\"\nGiven the above, JPM sees \"increasingly compelling\" risk/reward for the reopening theme, which can be expressed through Consumer Recovery (JPAMCONR <Index>), Domestic Recovery (JPAMCRDB <Index>) and International Recovery (JPAMCRIB <Index>) baskets, see Fig 1.\" Additionally, JPm argues that global mobility remains nascent and its normalization will continue to release pent-up demand, while tight inventories and new orders bode positively for global growth.\nCombining all this bullishness,the JPM equity strategist is revising his EPS estimates higher by an additional $5 to $205 for 2021 and raises the bank's long-held 2021 year-end price target of 4,400 to 4,600, due to the following considerations:\n\n At a thematic/sector level, the risk/reward for reopening stocks has improved significantly with the recent pullback creating many unusually attractive opportunities for investors to re-enter various parts of the cyclical cohort. Consumer Discretionary (i.e. Retail, Travel & Leisure), Semis, Banks and Energy are strong buys at current levels. For instance,\n large-cap Energy is now trading at a ~10% FCF yield and a >8% FCF/EV yield at $70 Brent in 2022, with leverage that is <1x. The sector has increasing potential for a sharp short squeeze and move higher, given its extreme disconnect from oil fundamentals (i.e. widest in 30+ years, Figure 10). In addition, our Semiconductor research argues that we are only 30-40% of the way into  the current semiconductor upcycle and expect strong Y/Y growth into next year with positive EPS revisions for the next 3-4 quarters. Supply will likely remain tight into 2022, while demand remains strong (20-40% above companies’ ability to supply), thus this supply demand imbalance will persist through 2021. Although customers are responding to tight supply with higher than needed orders, ongoing supply tightness is limiting fulfillment. In fact, JPM expects channel and customer inventories to decline Q/Q again in the just completed June quarter.\n\nLooking at the fundamentals, JPM predicts that S&P 500 gains should also be supported by strong earnings growth and capital return until 2023,and is why JPM is adjusting its above consensus S&P 500 EPS by another $5 for 2022 to $230 (consensus $214) and 2023 to $250 (consensus $233).\n\n This revision is largely due to global reopening which is delayed and bound to release further pent-up demand, inventory replenishment, rising profitability for Energy companies, and ongoing policy actions (childcare, infrastructure, etc). We expect cumulative revenue growth of ~30% by 2023 relative to pre-COVID (FY 2019), ~150bp net income margin expansion to a record high at over 13%, and gross buybacks nearing an annual pace of ~$1t during this period.\n\nWhile all sectors are expected to contribute to earnings growth, JPM expects reflation sensitive sectors (Commodities, Financials, Industrials) and Consumer to do the heaviest lifting in the coming quarters in terms of beats and revisions.\nPutting it all together, Lakos-Bujas says that \"considering this outlook for earnings and shareholder return, we are raising our Price Target to 4,600 for year-end 2021.\"\nBut while any first year strategist can goalseek a fundamentally bullish narrative and chart it, as JPM has done below...\n... there is a very specific reason behind JPM's bullish reversal:the coming surge in buybacks which will result in a boom in shareholder returns,or as Dubravko notes, \"corporates have already increased gross buybacks from pandemic era low of $525b (trailing twelve months as of 1Q21) to an annualized run rate of ~$775b YTD and should surpass previous record of ~$850b (as of 1Q19).\"\nIn practical terms, JPM expects a sharp drop in the S&P's share count in the next 24 months as the buyback-facilitated slow-motion LBO continues.\nSome more details below on the one biggest catalyst behind JPM's SPX price target hike:\n\nExpecting a boom in shareholder return led by buybacks.Buybacks are reemerging as a key theme with net buyback activity significantly improving this year after bottoming in 2Q20. Corporate buyback announcements, typically a leading indicator of buyback execution activity and corporate confidence, have already well-exceeded 2020 levels ($431B YTD vs. $307B 2020, see Figure 25). In fact,\n the rebound in announcement activity is similar to the surge post-TCJA (see Figure 23) which is tracking towards and it is likely to easily surpass ~$650B by year-end and likely to see rolling 12-month announcements surpass prior record level of ~$1T.Historically, buyback announcements have been concentrated within Technology and Financials. However, YTD we are seeing strong announcement activity from Communications as well (driven by GOOGL ~$50B in Apr). As a reminder, ~$90B of Tech’s $133B in announcements YTD is supported by AAPL and ~$25B of Financials' ~$92B is supported by BAC.\n\nWith the June 30th lifting of pandemic era restriction on US Banks,we could see some further pick-up in buyback announcements.Dry powder (i.e. announced repurchase programs not yet executed) levels have been recovering to pre-pandemic levels (~$658B, see Figure 27) as executions have been relatively slower to rebound but should show a material sequential growth in the coming quarters. With record profit margins (~13% in 2022 vs ~11.5% in 2019), bloated cash levels of $2.0T ex-financials (vs. $1.6T pre- COVID), and lower high grade debt yields (JULI at 2.6% now, vs 3.3% prepandemic),we are expecting a boom in buyback activity over the next year.Gross buybacks should surpass the prior executed high of $850b.\nIn summary,assuming $875b in buybacks and dividend income of $575 over the next year,JPM calculates thatthe expected shareholder yield is 3.9%.This, as Dubravko concludes, \"is a significant cross-asset valuation support for equities at a time when 10yr US bonds are yielding 1.2% and $13 trillion of global debt has a negative yield.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":139,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":178602208,"gmtCreate":1626806376904,"gmtModify":1703765558011,"author":{"id":"3581926311134922","authorId":"3581926311134922","name":"Elle05","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581926311134922","authorIdStr":"3581926311134922"},"themes":[],"htmlText":"nice","listText":"nice","text":"nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/178602208","repostId":"1146716847","repostType":4,"isVote":1,"tweetType":1,"viewCount":129,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":168362577,"gmtCreate":1623951657099,"gmtModify":1703824582946,"author":{"id":"3581926311134922","authorId":"3581926311134922","name":"Elle05","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581926311134922","authorIdStr":"3581926311134922"},"themes":[],"htmlText":"Buy at dip! Anything below $100 is discounted price! Gamma Squeeze and Short Squeeze is rewching! Let’s skyrocket up!","listText":"Buy at dip! Anything below $100 is discounted price! Gamma Squeeze and Short Squeeze is rewching! Let’s skyrocket up!","text":"Buy at dip! Anything below $100 is discounted price! Gamma Squeeze and Short Squeeze is rewching! Let’s skyrocket up!","images":[{"img":"https://static.tigerbbs.com/2a7d990a32320e306ac05080d9d38d00","width":"1125","height":"2973"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/168362577","isVote":1,"tweetType":1,"viewCount":210,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9089959370,"gmtCreate":1649947046324,"gmtModify":1676534613169,"author":{"id":"3581926311134922","authorId":"3581926311134922","name":"Elle05","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581926311134922","authorIdStr":"3581926311134922"},"themes":[],"htmlText":"Nice article","listText":"Nice article","text":"Nice article","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9089959370","repostId":"9016476123","repostType":1,"repost":{"id":9016476123,"gmtCreate":1649229403658,"gmtModify":1676534474180,"author":{"id":"3527667667103859","authorId":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/c266ef25181ace18bec1262357bbe1a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667667103859","authorIdStr":"3527667667103859"},"themes":[],"title":"🏆【GAME】Hunting Eggs for Extra Saving!","htmlText":"Tiger has prepared some Easter gifts for you, please&nbsp;<a href=\"https://www.tigerbrokers.com.sg/activity/market/2022/easter/\" target=\"_blank\">click&nbsp;here</a>&nbsp;to check them out!Easter can still be a bonus-boosting. Come and find the eggs in our Easter game to open the surprise! Each game contains 3 rounds, the more eggs you catch, the higher the points you can get. Game points can be redeemed for various rewards, including different value stock vouchers worth up to USD 1,000 are waiting for you! Moreover, catching special eggs can get extra points and chances to crack open for some wonderful Easter treats.There are too many hidden surprises to find, oops, the game attempts run out too fast. Don't worry, complete different tasks to earn more game attempts. Also, invite your frien","listText":"Tiger has prepared some Easter gifts for you, please&nbsp;<a href=\"https://www.tigerbrokers.com.sg/activity/market/2022/easter/\" target=\"_blank\">click&nbsp;here</a>&nbsp;to check them out!Easter can still be a bonus-boosting. Come and find the eggs in our Easter game to open the surprise! Each game contains 3 rounds, the more eggs you catch, the higher the points you can get. Game points can be redeemed for various rewards, including different value stock vouchers worth up to USD 1,000 are waiting for you! Moreover, catching special eggs can get extra points and chances to crack open for some wonderful Easter treats.There are too many hidden surprises to find, oops, the game attempts run out too fast. Don't worry, complete different tasks to earn more game attempts. Also, invite your frien","text":"Tiger has prepared some Easter gifts for you, please click here to check them out!Easter can still be a bonus-boosting. Come and find the eggs in our Easter game to open the surprise! Each game contains 3 rounds, the more eggs you catch, the higher the points you can get. Game points can be redeemed for various rewards, including different value stock vouchers worth up to USD 1,000 are waiting for you! Moreover, catching special eggs can get extra points and chances to crack open for some wonderful Easter treats.There are too many hidden surprises to find, oops, the game attempts run out too fast. Don't worry, complete different tasks to earn more game attempts. 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