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pokokoko

pokokoko

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2021-06-18

$Apple(AAPL)$Patience is ?

2022-03-20

Bibm

Sea Limited: The Three-Headed Monster

2022-04-16

$Apple(AAPL)$Biyw

2022-03-23

Is gikd

Want $1 Million In Retirement? Invest $100,000 in Any of These 3 Stocks and Wait A Decade

2022-03-24

$NONGFU SPRING(09633)$vgjjjs

2022-03-10

Vffe

Sorry, the original content has been removed

2022-02-26

$NONGFU SPRING(09633)$nonfii

2022-02-19

Hhi

3 Unstoppable Stocks to Buy at Unbelievable Bargains

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Benj

US IPO Week Ahead: The IPO Market Remains Quiet Heading into the Second Quarter

2022-03-27

Njj

Stock-Market Investors Should Watch the "Best Leading Indicator of Trouble Ahead"

2022-02-27

Polopy

Sorry, the original content has been removed

2021-06-21

Cmon apes where u at!!

2022-03-30

Bbebe

Apple Stock: $3 Trillion Back in Focus

2022-03-08

Goid obe

1 Electric Vehicle Stock to Buy Hand Over Fist and 2 to Avoid Like the Plague

2022-07-05

$THAI BEVERAGE PUBLIC CO LTD(Y92.SI)$Wow

2022-04-29

Good

3 Stocks That Could Be Worth More Than Tesla by 2030

2022-03-18

V

Gold Stocks Gained in Morning Trading

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U.S. Stocks Edge Higher Friday, Building on Thursday’s Sharp Reversal

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The Smartest Stocks to Buy if the Stock Market Plunges

Go to Tiger App to see more news

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Fastest finge","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/248312805347464","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":105,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":254510153691416,"gmtCreate":1703172923948,"gmtModify":1703172926599,"author":{"id":"3581939971426189","authorId":"3581939971426189","name":"pokokoko","avatar":"https://static.tigerbbs.com/a2ecfa72bfcaf6497e5b5a50fa2b1fe7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581939971426189","authorIdStr":"3581939971426189"},"themes":[],"htmlText":"Very nice&nbsp; dhdbd. Djd d&nbsp;","listText":"Very nice&nbsp; dhdbd. Djd d&nbsp;","text":"Very nice dhdbd. Djd d","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/254510153691416","isVote":1,"tweetType":1,"viewCount":530,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":237929643466752,"gmtCreate":1699123951000,"gmtModify":1699123956014,"author":{"id":"3581939971426189","authorId":"3581939971426189","name":"pokokoko","avatar":"https://static.tigerbbs.com/a2ecfa72bfcaf6497e5b5a50fa2b1fe7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581939971426189","authorIdStr":"3581939971426189"},"themes":[],"htmlText":"Valid post sub edm s","listText":"Valid post sub edm s","text":"Valid post sub edm s","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/237929643466752","isVote":1,"tweetType":1,"viewCount":213,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":166338099,"gmtCreate":1623991010711,"gmtModify":1703825924909,"author":{"id":"3581939971426189","authorId":"3581939971426189","name":"pokokoko","avatar":"https://static.tigerbbs.com/a2ecfa72bfcaf6497e5b5a50fa2b1fe7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581939971426189","authorIdStr":"3581939971426189"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>Patience is ?&nbsp;","listText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>Patience is ?&nbsp;","text":"$Apple(AAPL)$Patience is ?","images":[{"img":"https://static.tigerbbs.com/a2ffe51a3c0990a840fa03031af2012b","width":"1080","height":"1920"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":4,"commentSize":17,"repostSize":1,"link":"https://ttm.financial/post/166338099","isVote":1,"tweetType":1,"viewCount":918,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9034001184,"gmtCreate":1647716673020,"gmtModify":1676534260007,"author":{"id":"3581939971426189","authorId":"3581939971426189","name":"pokokoko","avatar":"https://static.tigerbbs.com/a2ecfa72bfcaf6497e5b5a50fa2b1fe7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581939971426189","authorIdStr":"3581939971426189"},"themes":[],"htmlText":"Bibm","listText":"Bibm","text":"Bibm","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9034001184","repostId":"2220777059","repostType":4,"repost":{"id":"2220777059","pubTimestamp":1647653153,"share":"https://ttm.financial/m/news/2220777059?lang=&edition=fundamental","pubTime":"2022-03-19 09:25","market":"sg","language":"en","title":"Sea Limited: The Three-Headed Monster","url":"https://stock-news.laohu8.com/highlight/detail?id=2220777059","media":"seekingalpha","summary":"SummaryGarena, Sea’s only profitable segment, serves as a lifeline for its other two segments, but B","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Garena, Sea’s only profitable segment, serves as a lifeline for its other two segments, but Bookings are expected to fall sharply in FY2022.</li><li>In addition, Shopee&#39;s losses are widening. However, the e-commerce segment is expected to be self-funded by 2025. This is achievable as take rates are trending in the right direction.</li><li>SeaMoney is also gaining traction at an unprecedented pace, a monster lurking in the shadows. Investors should pay attention as this segment could serve as Sea&#39;s second cash cow.</li><li>With a net cash position of $5.9 billion and $(3.6) billion of estimated AEBITDA in FY2022, it won&#39;t be long before Sea requires another cash infusion.</li><li>Despite unprofitability risks, Sea has a strong brand, network effects, and barriers to entry moats. The stock is trading at the lowest multiple ever - it is worth a nibble at these prices.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/51b3290f2015840c5d8f754c01de8a85\" tg-width=\"750\" tg-height=\"422\" referrerpolicy=\"no-referrer\"/><span>undefined undefined/iStock via Getty Images</span></p><p>I&#39;ve been following Sea Limited ADR (NYSE:SE) for quite some time now and the stock got me interested again given the recent 75% selloff. Today, I&#39;m doing a deep dive on the three-headed monster (and each of its heads) to see if the company is a good investment opportunity at these levels. Let&#39;s get started!</p><p><b>Investment Thesis</b></p><p>Sea is at the forefront of the internet revolution in developing regions. This had many investors buying into the growth story of the company, sending shares soaring high into the sun for the better part of 2020 and 2021. However, the stock has cratered back to sea amid concerns about the company&#39;s slowing growth, especially for its only cash cow, Garena. To make matters worse, Shopee&#39;s losses are also getting worse.</p><p>The Group&#39;s cash burn rate is still high, estimated to be $(3.6) billion in FY2022. With a net cash position of $5.9 billion, future capital raises are very likely.</p><p>On the bright side, Sea still has a long growth runway ahead, solidified by its leadership positions in Southeast Asia and Latin America. SeaMoney, although still unprofitable, could also emerge as Sea&#39;s second cash cow.</p><p>Despite unprofitability and competitive risks, Sea has strong competitive moats and it is trading at the cheapest valuation multiples since its IPO.</p><p>The three-headed monster is a Buy at these levels.</p><p><b>Value Proposition</b></p><p>Founded in Singapore in 2009, Sea has grown to become the leading consumer internet company in the world, with a substantial presence in the Southeast Asian region.</p><blockquote><b>Mission</b>: To better the lives of consumers and small businesses with technology.</blockquote><p>Sea is a holding company for three core businesses: Garena, Shopee, and SeaMoney. Sea&#39;s main value proposition is providing a vertically-integrated experience through its different core businesses.</p><p><b>Garena</b></p><p>Its digital entertainment division, Garena, was Sea&#39;s first business venture. In fact, Sea was originally named Garena Interactive Holding Limited before changing its name to Sea Limited in 2017.</p><p>Garena is one of the largest online games developers and publishers, releasing some of the most successful mobile and PC games over the last decade. For example, Garena&#39;s Free Fire, its self-developed mobile battle royale game, topped the global download charts for the last three years. According to data.ai, Free Fire also ranked second globally by average monthly active users on Google Play in 2021. In Southeast Asia and Latin America, Free Fire was the highest-grossing mobile game for ten consecutive quarters, and in the US for four consecutive quarters. Based on Sensor <a href=\"https://laohu8.com/S/TWR.AU\">Tower</a>&#39;s findings, Free Fire still holds the most downloads globally as of January 2022.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fa392753c19f14d60ee0d992e58c3d2f\" tg-width=\"1280\" tg-height=\"741\" referrerpolicy=\"no-referrer\"/><span>Source: SensorTower</span></p><p>Garena also exclusively licenses and publishes games from global partners and third-party developers. Some of these partners include Tencent (OTCPK:TCEHY), Activision (ATVI), and Arumgames. Games like Speed Drifters, Arena of Valor, and Fantasy Town fall into this category as they are co-developed with partners or licensed from partners.</p><p>In addition, Garena organizes some of the largest e-sports events from local tournaments to professional competitions at a global level. Moreover, Garena offers other entertainment content such as live-streaming, user chat, and online forums.</p><p><b>Shopee</b></p><p>Perhaps the most exciting business segment is Sea&#39;s mobile-centric e-commerce platform, Shopee. Launched in 2015, Shopee is now one of the fastest-growing e-commerce marketplaces with a strong presence in Southeast Asia, as well as growing recognition in Latin America and some European countries.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6649de846b2942b928a3f3e5d4035003\" tg-width=\"640\" tg-height=\"200\" referrerpolicy=\"no-referrer\"/><span>Source: Shopee</span></p><p>Through the Shopee platform, buyers can purchase items from sellers which are primarily small and medium businesses (or mom-and-pop stores). At the same time, larger, more established retailers like Xiaomi (OTCPK:XIACF), Microsoft (MSFT), or Samsung (OTC:SSNLF) can leverage Shopee&#39;s two premium shopping platforms, Shopee Mall and Shopee Premium.</p><p>Along with Shopee&#39;s e-commerce marketplace, Shopee also offers adjacent products and services for both buyers and sellers:</p><ul><li><b>Service by Shopee</b> - Value-added services for sellers such as integrated payment, logistics, fulfillment, seller support, inventory management, and online store operations.</li><li><b>BuyerProtection</b> - Consumer protection policies and procedures including seller verification, product listing screening, and dispute resolution. In addition, Shopee Guarantee reduces settlement risks by holding customers&#39; funds in a separate account until delivery is complete, where funds will be released to buyers.</li><li><b>Integrated Logistics Services</b>- Shopee partners with various local and regional third-party logistics service providers to provide a seamless last-mile delivery experience for both buyers and sellers. Shopee also has its own delivery service called Shopee Xpress.</li><li><b>Social Features</b> - Shopee also offers other social and gamification features, including Shopee Coins (virtual currency), Shopee Live (livestream), Shopee Games (in-app games), and Shopee Feed (similar to Instagram).</li><li><b>On-demand Services</b>- Shopee also recently launched on-demand services such as ShopeeFood, instant delivery, and groceries, competing directly with Grab (GRAB), Gojek, and Uber (UBER).</li></ul><p>Shopee&#39;s scale is unmatched and it is still growing at an unprecedented pace. According to data.ai, Shopee in Southeast Asia and Taiwan ranked first in average monthly active users and total time spent in the app in 2021. Shopee Indonesia, arguably Shopee&#39;s most important market, ranked first in the Shopping category. Shopee Brazil, which launched in October 2019, was also ranked first in the Shopping category. And globally, Shopee ranked first in the Shopping category, and is the #13 most downloaded app regardless of category, logging in 200+ million downloads in 2021.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3f9c550b140720336e00cc78e954d184\" tg-width=\"640\" tg-height=\"361\" referrerpolicy=\"no-referrer\"/><span>Source: SensorTower</span></p><p><b>SeaMoney</b></p><p>SeaMoney was launched in 2014 and is now one of the leading digital financial services providers in Sea&#39;s operating countries. SeaMoney offers mobile wallet services, payment processing, credit, and other digital financial services. These services are offered under SeaMoney&#39;s various brands including AirPay, ShopeePay, SPayLater, and other local brands depending on the country. SeaMoney was initially launched in Vietnam and Thailand but has since expanded to other regions.</p><p>Through SeaMoney&#39;s mobile wallet offerings, consumers and merchants have added flexibility in terms of payment options, whether through online or offline means. The launch of SPayLater, which is basically a &#34;buy now pay later&#34; payment option, enables consumers to purchase items without accessing credit. For those who are interested, I&#39;ve written a deep dive on Affirm (AFRM) where I discuss the main value propositions that BNPL provides.</p><p>SeaMoney has obtained bank licenses and government approvals to provide financial services in various countries. For example, Sea acquired Bank Kesejahteraan Ekonomi in Indonesia back in early 2021 as a push towards offering a digital banking solution. The company is now rebranded to SeaBank, which currently offers a high-yield savings account and virtual account.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4c85c862195f86fe9d4f0f8c8beced6b\" tg-width=\"640\" tg-height=\"361\" referrerpolicy=\"no-referrer\"/><span>Source: SeaBank Website</span></p><p>SeaMoney&#39;s main value proposition lies in offering a mobile wallet and payment solutions that are integrated with Sea&#39;s other businesses, namely Garena and Shopee, enabling consumers and merchants to transact seamlessly in one vertically-integrated platform.</p><p><b>Market Opportunity</b></p><p>Sea&#39;s market opportunity is predicated around the industry outlook of each of its business segments: mobile gaming, e-commerce, and fintech. Let&#39;s take a look at each industry that Sea operates in.</p><p>First, we have the mobile gaming industry. According to data.ai, Mobile Game Consumer Spend grew from $74 billion in 2018 to $116 billion in 2021, while Mobile Game Downloads grew from 63 billion in 2018 to 83 billion in 2021. Among the Top Genres by Downloads were Hypercasual games such as Hair Challenge and Water Sort Puzzle. However, the Top Genres by Consumer Spend belong to the Strategy, RPG, and Shooting categories where Garena specializes in. For example, Free Fire was the top Shooting game by revenue in Thailand, Brazil, Mexico, and the US, in 2021. Globally, however, it is still behind PUBG Mobile, which generates the bulk of its revenue from China.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f72bda6df6bc2b7bdf8756d218f53185\" tg-width=\"640\" tg-height=\"361\" referrerpolicy=\"no-referrer\"/><span>Source: SensorTower</span></p><p>According to Adjust, the mobile gaming industry is expected to reach $272 billion by 2030, which is about 1.5x of 2021&#39;s total figure. Given Garena&#39;s successes in monetizing its games, Garena should continue to enjoy gaming tailwinds in the foreseeable future, provided that its games remain in trend. This is also supported by Unity&#39;s findings that the APAC region is the fastest-growing regional market, a market that Garena dominates in.</p><p>Moving on to e-commerce, we all know that e-commerce is growing rapidly and that its market share as a whole will continue to trend up from here. This is especially true for the Southeast Asian region where internet and smartphone adoption continues to increase by the day. Based on the e-Conomy SEA report, Southeast Asia now has 440 million internet users, up from 360 million in 2019. Its total population is about 589 million.</p><p>Internet Gross Merchandise Value, or GMV, for the region was $170 billion in 2021 and is expected to reach $360 billion by 2025 with e-commerce leading the charge. The shift to e-commerce is not only happening on the consumer side but also on the merchant side. Digital marketing tools, analytical tools, and digital payment solutions have accelerated business for merchants. Shopee&#39;s vertically-integrated platform also makes it easy for merchants in these developing countries to set up shop, distribute goods, and accept payments in a single platform.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2fcb903aed7c0ec901fc83c4f25f18b8\" tg-width=\"640\" tg-height=\"361\" referrerpolicy=\"no-referrer\"/><span>Source: e-Conomy SEA 2021</span></p><p>Furthermore, Sea has recently expanded its e-commerce operations to other regions such as Latin America and Europe, which further expands its market opportunity.</p><p>Lastly, we have the fintech industry pertaining to SeaMoney. In my <a href=\"https://laohu8.com/S/PYPL\">PayPal</a> (PYPL) deep dive, I discussed the growth of mobile wallets as a payment method in both online and offline transactions. The shift to a cashless and cardless society is inevitable and that is also true for Sea&#39;s markets.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/47ec896a6208b6023ae89f654704bbc7\" tg-width=\"1261\" tg-height=\"706\" referrerpolicy=\"no-referrer\"/><span>Source: Ark Invest Big Ideas 2022</span></p><p>As you can see below, mobile wallets continue to gain traction in Southeast Asia. In addition, 92% of digital merchants intend to maintain usage or increase usage of digital payments in the next 1 to 2 years. ShopeePay and SeaMoney&#39;s other brands will benefit from this trend. Also of important note, SeaMoney&#39;s expansion to buy now pay later with SPayLater will be a key GMV and revenue driver for the segment. These are the reasons why some investors are so bullish on SeaMoney and why SeaMoney is a monster lurking in the shadows.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0eb814b800c3121e3fb8cd0913f239d5\" tg-width=\"640\" tg-height=\"361\" referrerpolicy=\"no-referrer\"/><span>Source: e-Conomy SEA 2021</span></p><p>As you can see, Sea is at the forefront of three megatrends which should propel the business forward from here. Also, combining the different verticals in the same platform would present a significant synergistic opportunity as Sea establishes itself as a SuperApp in the making.</p><p><b>Revenue Model</b></p><p>As mentioned previously, Sea operates three main business segments.</p><p><b>Digital Entertainment</b></p><p>Garena operates a freemium model whereby users can download and play games for free. The company generates revenue by selling in-game virtual items such as clothing, weaponry, or equipment.</p><p>Investors should take note of how revenue is recognized for this segment. According to Sea&#39;s 10-K:</p><blockquote>Proceeds from these sales are initially recognized as “Advances from customers” and subsequently reclassified to “Deferred revenue” when the users make in-game purchases of the virtual currencies or virtual items within the games operated by the Company and the in-game purchases are no longer refundable.</blockquote><p>Garena also licenses games from other game developers. Revenue is generated based on revenue-sharing/royalty agreements with these developers. Revenue is recognized over the performance obligation period.</p><blockquote>Such delivery obligation period is determined in accordance with the estimated average lifespan of the virtual goods sold or estimated average lifespan of the paying users of the said games or similar games.</blockquote><p><b>E-commerce</b></p><p>Shopee generates revenue through a marketplace model. Sellers on the platform pay Shopee based on paid advertisement services, transaction-based fees, logistics services, and other value-added services.</p><p>Shopee also generates revenue from goods sold directly by Shopee, which the company purchases in bulk from manufacturers or third-party suppliers.</p><p><b>Digital Financial Services</b></p><p>SeaMoney revenue consists of:</p><ul><li>Interest and fees from loans granted to commercial customers</li><li>Interest and fees from Sea&#39;s consumer credit business such as SPayLater</li><li>Commissions charged to merchants when a customer pays using SeaMoney&#39;s mobile wallet</li></ul><p><b>Income Statement</b></p><p>Let&#39;s analyze each of the business segments and then look at the entire Group as a whole.</p><p><b>Digital Entertainment</b></p><p>Garena Revenue saw a 104% increase YoY in Q4. For the full year, Garena Revenue was up 114% YoY.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/998dfbcf3f3dba11b8f8722710c36ba4\" tg-width=\"640\" tg-height=\"428\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p>The rapid increase in Revenue was primarily due to recognition of accumulated deferred revenue from previous quarters. Bookings—which is essentially GAAP Revenue plus the change in digital entertainment deferred revenue —actually dropped for the first time QoQ and it is now lower than Revenue. This means that gamers are spending less on in-virtual items which will lead to lower Revenue recognized in subsequent quarters. As you can see, Bookings is in a massive deceleration.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e06de5e6066b66cd5596a445cd912c98\" tg-width=\"640\" tg-height=\"431\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p>The drop in Bookings was due to fewer gamers in the platform as the economy reopens and people spend more time outdoors, at school, or in the office. Quarterly Active Users, or QAUs, grew only 7% in Q4 to 652 million, compared to Q3&#39;s QAUs of 729 million.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c5bdd570a9eb859a9fef8569c9fad10a\" tg-width=\"640\" tg-height=\"431\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p>As a result, Quarterly Paying Users, or QPUs, decelerated as well, which led to lower Bookings. Q4 QPUs was 77 million compared to Q3&#39;s 93 million.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/092c4a2f47b9336f2753b4548707b39f\" tg-width=\"640\" tg-height=\"431\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p>The markets reacted negatively to this slowdown in Garena growth as the gaming business acts as the lifeline for Sea&#39;s two other segments. As you can see, Garena is a high-margin business, producing Adjusted EBITDA of $2.7 billion in FY2021. Operating Margin is very high at 61% in Q4. AEBITDA margin, on the other hand, is trending downwards as QoQ adds in Bookings wither.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f28c9f35ee55afb5c7d170a80d26ebf2\" tg-width=\"640\" tg-height=\"431\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p>As such, the slowdown in growth for Garena is scaring investors away as it may not provide sufficient cash flow to fund the continued growth of Shopee and SeaMoney.</p><p><b>E-Commerce</b></p><p>Shopee GMV continues its upward march as e-commerce continues to gain traction in Shopee&#39;s existing and newer markets. However, we&#39;re also seeing a deceleration in growth due to tough YoY comps. GMV in FY2021 was $62.5 billion, an increase of 77%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4f657f7cacc9e00bc57df0e913fdb9ae\" tg-width=\"640\" tg-height=\"431\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p>GMV growth was also due to an increase in Orders in the Shopee platform, which totaled 6.1 billion in FY2021, an increase of 117%. Average Order Value, or AOV, however, is trending downwards. This may be perceived negatively as processing more lower-AOV orders meant higher logistical expenses and thus lower margins per order.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5fbc7f044de03ec379f262a5bfcdf331\" tg-width=\"640\" tg-height=\"431\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p>The increase in GMV translated to higher Shopee Revenue, which grew faster than GMV. Shopee Revenue grew 136% to $5.1 billion in FY2021, as compared to GMV growth of 77%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/27710dc2140a6d139900819f51bd688a\" tg-width=\"640\" tg-height=\"431\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p>The faster growth in Revenue was due to Shopee&#39;s increasing take rate, which displays Shopee&#39;s ability to monetize its marketplace platform. This is one of the only few positive developments coming out of the most recent earnings update.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e4267bc5d33a2153e8624f73ed71540\" tg-width=\"640\" tg-height=\"431\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p>Despite the improving Revenue and take rate, Shopee is still suffering huge losses and it is mounting with each subsequent quarter, primarily due to the company expanding into new markets. FY2021 Shopee AEBITDA was $(2.6) billion at a -50% margin. Recall that Garena AEBITDA was $2.7 billion.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d9d27cef61bc9a9058233f7eccc5eaa1\" tg-width=\"640\" tg-height=\"428\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p>AEBITDA per Order has been improving, although it flat-lined in the last few quarters. Again, this is due to the company aggressively expanding into new markets. For example, in Q4, Shopee Brazil recorded 140+ million gross orders with a $70+ million Revenue, up 400% and 326%, respectively. However, AEBITDA per Order in Brazil is still negative at $(2) per Order, despite being a 40% improvement from last year. As such, it is still a far cry from the overall AEBITDA per Order of $(0.45).</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0c0d6aa930a81ea4fc153b7134dbf9d3\" tg-width=\"640\" tg-height=\"432\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p>On the bright side, in Southeast Asia and Taiwan, Q4 AEBITDA per Order before &#34;allocation of the headquarters’ common expenses&#34; was $(0.15), an improvement from last year&#39;s $(0.21). This shows that there is certainly hope for Shopee to be AEBITDA positive soon, which management has pointed out during the Q4 earnings call:</p><blockquote>We currently expect Shopee to achieve positive adjusted EBITDA before HQ cost allocation in Southeast Asia and Taiwan by this year. We also expect SeaMoney to achieve positive cash flow by next year. As a result, we currently expect that by 2025 cash generated by Shopee and SeaMoney proactively will enable these two businesses to substantially self-fund their own long-term growth.</blockquote><p><b>Digital Financial Services</b></p><p>SeaMoney&#39;s Mobile Wallet Total Payment Volume grew 120% YoY to $17.2 billion in FY2021 due to the increasing adoption of mobile wallets in the region.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4fa5ef6efa513d9040963fda42b4b9f2\" tg-width=\"640\" tg-height=\"432\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p>The growth in TPV was largely driven by the growth in QAUs. As shown below, the total ending QAUs in Q4 grew 90% YoY to 45.8 million users.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9397aec066366f40ec92c24187347a44\" tg-width=\"640\" tg-height=\"432\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p>The real exciting part is that Revenue grew much faster than TPV and QAUs. SeaMoney Revenue is growing at a blistering pace, locking in high triple-digit growth rates over the last few years. FY2021 SeaMoney Revenue was $470 million, which is an increase of 673% from the previous year. This is due to take rates increasing from less than 1% in FY2020 to almost 4% by the end of the latest quarter.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dcaf6046cf3c27e00b233a8428eb2d75\" tg-width=\"640\" tg-height=\"428\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p>Furthermore, in Indonesia, over 20% of the QAUs have used more than one SeaMoney product or service, which includes credit services, digital banking, and insurance. As SeaMoney introduces more offerings, revenue should accelerate meaningfully as average revenue per user increases when people use additional products.</p><p>As SeaMoney continues to gain scale, the segment will enjoy better unit economics. As shown below, while SeaMoney&#39;s AEBITDA is still in deeply negative territories, AEBITDA Margins has continued to trend towards profitability. Management also expects SeaMoney to be cash flow positive by next year.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/51f0d5a1800fef748694417e8cb8fc9f\" tg-width=\"640\" tg-height=\"428\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p>This is the segment that investors should pay special attention to, given that it has the potential to be Sea&#39;s second cash cow. For example, PayPal has Operating Margins of 20%+, which could be SeaMoney&#39;s long-term margin profile.</p><p><b>Group</b></p><p>With that said, let&#39;s take a look at how the business is doing as a whole.</p><p>FY2021 Revenue was $10.0 billion, an increase of 128% YoY. Due to the law of large numbers and tough YoY comps, Revenue growth should decelerate from here.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/38de60bd773f3ef7afc4b2e28aa1c08f\" tg-width=\"640\" tg-height=\"430\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p>Here, we can see how Revenue is distributed across the different segments.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a86e59478db8a3a4fdc85897f24410e9\" tg-width=\"640\" tg-height=\"428\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p>What&#39;s encouraging is that Gross Profit Margins continue to trend upwards as the company gains economies of scale, even accounting for Shopee&#39;s aggressive expansion into new markets. FY2021 Gross Profit was $3.9 billion, up 189% YoY.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dd978ba4047cc6e20ac6086ba8420a8f\" tg-width=\"640\" tg-height=\"430\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p>Operating Expenses, however, remain elevated as management forgoes short-term profitability for long-term market dominance. FY2021 Total Operating Expenses were $5.5 billion. Below shows the different components of Operating Expenses as a percentage of Revenue.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fbdbde2c2ae744f36f8168ed32f94d62\" tg-width=\"640\" tg-height=\"419\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p>Most of the Operating Expenses were used for Sales &amp; Marketing purposes. Unsurprisingly, Shopee had the highest S&amp;M burn rate. Discounts, cashback, celebrity promotions... they&#39;re everywhere.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5253f186120da17c4cd901e5c442bd1e\" tg-width=\"640\" tg-height=\"419\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p>As a result, Operating Profit Margins is still negative, although it is trending in the right direction.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a27b7833551107397c44acefc5ad2475\" tg-width=\"640\" tg-height=\"430\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p>AEBITDA, on the other hand, is plunging. This is due to Garena&#39;s falling Bookings and Shoppe&#39;s widening losses. AEBITDA for FY2021 was $(594) million, compared to FY2020 positive AEBITDA of $107 million. This is probably the most concerning figure for investors as such a high cash burn rate is unsustainable, which may also lead to additional capital raises that are dilutive to shareholders.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d89fb95f74e23e85f8932870c0190bee\" tg-width=\"640\" tg-height=\"430\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p>The guidance did not help either. Garena Bookings is expected to fall to just $3 billion, which is $1.3 billion lower than FY2021&#39;s number. Management blamed the reopening of the economy as well as the ban of Free Fire in India for the expected drop in Bookings. Assuming a modest 50% AEBITDA margin, Garena would bring in just $1.5 billion of AEBITDA for Sea in FY2022.</p><p>On the other side, the other two segments are expected to continue with their immense pace of growth — Shopee and SeaMoney are expected to grow by 76% and 155%, respectively. If we assume a (50)% AEBITDA margin for both segments, Shopee and SeaMoney is expected to burn a total of about $(5.1) billion of AEBITDA. Adding Garena&#39;s estimated AEBITDA of $1.5 billion, Sea, as a Group, is expected to burn $(3.6) billion in FY2021.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ae5e9399a838e5f841dcccaffbe673d8\" tg-width=\"640\" tg-height=\"357\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited FY2021 Q4 Investor Presentation</span></p><p>Because Garena is such an important piece of Shopee&#39;s and SeaMoney&#39;s growth story, a deceleration in Garena&#39;s business had investors reacting so negatively to Sea&#39;s latest earnings release, as now, the gaming business is incapable of covering the massive losses incurred by the other two business segments.</p><p><b>Balance Sheet</b></p><p>Sea&#39;s balance sheet position as of year-end FY2021 is at about $10.2 billion of Cash and Short Term Investments. While this may show that Sea has a substantial cushion against its short-term cash burn rate, its net cash position paints a different picture.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dc30ee494abc2eda3b75434b96e4a66b\" tg-width=\"640\" tg-height=\"357\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited FY2021 Q4 Investor Presentation</span></p><p>Adjusting for Sea&#39;s debt, Sea ended the year with a net cash position of around $5.9 billion. A substantial amount of its total debt comes from its recent issuance of 0.25% Convertible Senior Notes due 2026. The notes were issued when the stock was trading at $318 per share back in September and the initial conversion price is set at $477 per share. So, yes... conversion in the next 2 to 3 years is very unlikely.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8d3d0030e6518cc4198245f624cc75e1\" tg-width=\"640\" tg-height=\"437\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p>With net cash of $5.9 billion and $(3.6) billion of estimated AEBITDA in FY2022, it won&#39;t be long before Sea requires another cash infusion. Therefore, if the high cash burn rate persists for the next 2 to 3 years, investors face a major risk of increasing financial leverage and/or dilution in the form of equity raises.</p><p><b>Cash Flow Statement</b></p><p>Here is what cash flow looks like over the last few quarters. Notice how Operating Cash Flow turned negative in the last quarter. Most of the cash also comes from Financing activities.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a0aba061277a1410bb9f3dc176ea0115\" tg-width=\"640\" tg-height=\"263\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p>Unlike other high-flying growth companies, Sea&#39;s Share-Based Compensation expenses are relatively low.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/81fa229682c8880d6edd35535ef6a747\" tg-width=\"640\" tg-height=\"419\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p><b>Competitive Moats</b></p><p>Based on my research and analysis, I identified three key competitive moats for Sea: brand, network effects, and barriers to entry. I used to think that Sea has cost advantages but as Garena becomes a smaller part of the overall business, and as losses continue to worsen, I have reason to believe that Sea no longer holds that moat.</p><p><b>Brand</b></p><p>As discussed in previous sections, Garena&#39;s games, particularly Free Fire, have consistently ranked as the most downloaded mobile game in the world. Additionally, the Shopee app has gained cross-border stardom and is now regarded as the most downloaded or fastest-trending shopping App in the countries it operates in. Lastly, SeaMoney is also gaining traction with banking licenses granted in various countries that should increase brand value and trust.</p><p><b>Network Effects</b></p><p>The sheer amount of app downloads leads to powerful network effects. Garena has 652 million QAUs, which is about 8% of the world&#39;s population. Shopee recorded 200+ million app downloads in FY2021 alone. SeaMoney QAUs topped 45.8 million in Q4 and it is still in the early stages of adoption.</p><p>With all these users in the Sea platform, cross-selling new products or services should be easier as Sea continues to scale. One such example is Shopee Brazil and Free Fire where each platform is encouraging consumers to use the other. As Sea continues to innovate and offer better experiences for its customers, the ecosystem gets bigger and tighter, leading to powerful network effects.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c641ac08707cc868b9e6004e2deaf950\" tg-width=\"1200\" tg-height=\"600\" referrerpolicy=\"no-referrer\"/><span>Source: Shopee Brazil</span></p><p><b>Barriers To Entry</b></p><p>I believe each of Sea&#39;s core businesses is operating in a winner-takes-most environment with high barriers to entry.</p><p>The mobile gaming environment requires the most talented developers to launch blockbuster games. Garena&#39;s Free Fire is certainly a blockbuster game and time in Free Fire&#39;s game means time away from other mobile games.</p><p>Just like how Amazon (AMZN) dominates in the US, the e-commerce landscape in Southeast Asia and Latin America is dominated by a few players, such as Shopee, Tokopedia, and <a href=\"https://laohu8.com/S/MELI\">MercadoLibre</a> (MELI). The scale and unit economics that these players have achieved makes it unsustainable for new entrants to compete with them.</p><p>Banking and fintech is also a highly-regulated environment. Furthermore, consumers prefer to have just one mobile wallet, such as ShopeePay, as opposed to owning several different fintech applications.</p><p><b>Valuation</b></p><p>Based on my sum-of-the-parts and comparable company valuation analysis, Sea looks to be slightly undervalued with 19% upside potential. Of course, comparables are not perfect but based on this, we can gauge where Sea stands among peers.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f2400cd917e5f6ce8c47ef74a8062093\" tg-width=\"640\" tg-height=\"353\" referrerpolicy=\"no-referrer\"/><span>Source: Author&#39;s Analysis</span></p><p>On the flip side, Sea looks extremely cheap on a historical basis. In terms of EV/Sales, Sea is trading at the lowest valuation since its IPO, trading at just 4.2x forward sales.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bed1fd805a89523bbb8fa982bee40079\" tg-width=\"640\" tg-height=\"427\" referrerpolicy=\"no-referrer\"/><span>Source: Koyfin</span></p><p>In terms of EV/Gross Profit, Sea is trading even cheaper than its March 2020 lows.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fdf589a808c84131e9c36aa7b65a5129\" tg-width=\"640\" tg-height=\"427\" referrerpolicy=\"no-referrer\"/><span>Source: Koyfin</span></p><p>The valuation compression is warranted given that the company flew too close to the sun and now it is cratering back to the sea — not just for Sea, but almost all growth stocks took a beating. Growth is also slowing down and the macroeconomic environment looks gloomier than ever. However, this is not the end of the world; I think the markets are overreacting. Diversion from the mean goes both ways — perhaps, current prices present a good margin of safety for long-term investors.</p><p><b>Catalysts</b></p><ul><li><b>Successful International Expansion</b> — Shopee has been successful in replicating its playbook from Southeast Asia to Brazil. Recently, Shopee launched operations in India, Mexico, Chile, Colombia, Argentina, Poland, and Spain. If Shopee can take substantial market share in these new regions, Shopee&#39;s growth could turn exponential.</li><li><b>The Metaverse</b> — Sea&#39;s withering gaming division needs to be revitalized. New games and features could definitely provide the boost that it needs. For example, the metaverse is an exciting opportunity and Garena could introduce this concept to its 600+ million QAUs. Sea AI Lab (SAIL) and Sea Capital are two ventures that could accelerate the company into emerging industries, including the metaverse.</li></ul><blockquote>We will continue to encourage user-generated content by enhancing greater features and accessibility. We believe that a strong user reception to Craftland is a positive indicator of the initial success to encourage user participation in content creation and to build Free Fire into an increasingly open platform and is well aligned with major emerging industry trends such as metaverse.</blockquote><ul><li><b>Regional SuperApp</b> — Although this concept has yet to be discussed by management, launching a regional SuperApp could enhance user engagement to new levels. For example, imagine Shopee users being able to play games, shop, order food delivery, pay for services, transfer money, invest, all under one app. Imagine users being able to convert their deposited funds in ShopeePay, into ShopeeCoins, and use it to perform cross-border transactions.</li><li><b>Continued Growth In SeaMoney</b> — SeaMoney is still in its early stages and continued adoption of Sea&#39;s digital financial services offerings will be a strong addition to Sea&#39;s bull thesis. SPayLater has real potential to disrupt the consumer credit industry. SeaBank and ShopeePay have the opportunity to capture digital wallet, digital banking, and cashless society trends.</li><li><b>Free Fire India Ban Lift</b>— Garena&#39;s weak guidance factored in the headwinds coming from the ban in India. If the ban is lifted, the stock may react positively as much of Sea&#39;s cash burn problems may be eliminated.</li></ul><p><b>Risks</b></p><ul><li><b>The Pressure to Launch Blockbuster Games</b>— There will come a time when Free Fire will be dethroned as the most-played and most-downloaded game. That is just how the gaming business works. This puts a substantial risk on the cash flow generation potential of Garena. Launching blockbuster games is never easy and it requires many trials and errors along the way. For me, I would like to see Garena shift to a gaming franchise model where the company launches an updated version of an existing game every year or two, which presents a more stable and recurring revenue stream for the company. An example would be FIFA or Call of Duty.</li><li><b>Shopee India Ban</b> — With Free Fire banned in India, there&#39;s also the potential for Shoppe to be banned as well.</li><li><b>Failure to Gain Traction in International Markets</b>— Shopee pulled out of France in early March, an indication that Shoppe&#39;s business model is not replicable in other countries, especially in more developed regions. Shopee Poland and Spain may be next on the exit list as they hold a close resemblance to France.</li><li><b>Geopolitical Risks</b>— Tencent, a Chinese company, has an 18.7% equity stake in Sea. Sanctions, bans, and other restrictions on Chinese companies, given the current geopolitical environment, could spell trouble for Sea. Tencent may have to cut exposure on Sea or even dissolve its developing-publishing partnership with Garena.</li><li><b>Local Competition</b>— Local champions operating in their respective markets cannot be ignored. These include GoTo in Indonesia, MercadoLibre in Latin America, and Flipkart in India.</li></ul><p>In addition, there&#39;s a certain level of pride for consumers to see their native-born companies succeed. I&#39;m Indonesian, and it makes me really happy to see GoTo grow and grow.</p><p>GoTo, the holding company of both Indonesian tech darlings Gojek and Tokopedia, recently announced its plan to IPO in the Indonesia Stock Exchange. Here&#39;s a glance of GoTo&#39;s stats for the 12-months ended 30 September 2021:</p><ul><li>Valuation: $26.2 billion to $28.8 billion</li><li>GMV: $28.8 billion</li><li>Revenue: $1 billion</li><li>Gross Orders: 2 billion</li><li>Annual Transacting Users: 55 million</li><li>Driver Partners: 2.5 million</li><li>Merchants: 14 million</li></ul><p>The point is that there are big-time local players operating in Sea&#39;s markets that investors should never ignore. Here&#39;s a little snippet from my previous Shopee article:</p><blockquote>But with the GoTo merger, Indonesia could potentially extinguish the orange flame that charred its forest for many years. Now, GoTo could finally reclaim a good chunk of its territory that was lost to waves of competition, especially from Shopee. GoTo could finally gain more ground as the roots grew even stronger with the merger, fertilized with the synergies of value propositions, logistics, payments, and banking solutions.</blockquote><blockquote>Meanwhile, Sea Limited&#39;s stock continues to soar, ignoring the titan of an elephant in the room. And because of GoTo&#39;s integration, Shopee&#39;s vertically-integrated business model doesn&#39;t look like a strong competitive advantage anymore.</blockquote><p><b>Conclusion</b></p><p>Each of Sea&#39;s core businesses is in hypergrowth mode, propelled by megatrends in the mobile gaming, e-commerce, and fintech industry. Management understands these opportunities and therefore, is sacrificing short-term profitability for long-term market dominance. Despite being a larger business, Sea still has a massive growth runway ahead.</p><p>That is not to say that unprofitability and competition risks can and should be ignored. The biggest concern for investors is the company&#39;s unsustainable cash burn rate, which will likely lead to further capital raises in the near future.</p><p>Nonetheless, the long-term growth thesis for the three-headed monster remains intact. Strong brand, network effects, and barriers to entry moats should support the business going forward. In addition, shares of Sea are trading at the lowest valuation multiples ever, which presents a good margin of safety for an entry at these prices.</p><p>Thank you for reading my Sea Limited deep dive. If you enjoyed the article, please let me know in the comment section down below. If you have any suggestions or feedback, don&#39;t hesitate to share your thoughts as well.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Sea Limited: The Three-Headed Monster</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSea Limited: The Three-Headed Monster\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-19 09:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4496480-sea-limited-the-three-headed-monster><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryGarena, Sea’s only profitable segment, serves as a lifeline for its other two segments, but Bookings are expected to fall sharply in FY2022.In addition, Shopee's losses are widening. However, ...</p>\n\n<a href=\"https://seekingalpha.com/article/4496480-sea-limited-the-three-headed-monster\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"source_url":"https://seekingalpha.com/article/4496480-sea-limited-the-three-headed-monster","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2220777059","content_text":"SummaryGarena, Sea’s only profitable segment, serves as a lifeline for its other two segments, but Bookings are expected to fall sharply in FY2022.In addition, Shopee's losses are widening. However, the e-commerce segment is expected to be self-funded by 2025. This is achievable as take rates are trending in the right direction.SeaMoney is also gaining traction at an unprecedented pace, a monster lurking in the shadows. Investors should pay attention as this segment could serve as Sea's second cash cow.With a net cash position of $5.9 billion and $(3.6) billion of estimated AEBITDA in FY2022, it won't be long before Sea requires another cash infusion.Despite unprofitability risks, Sea has a strong brand, network effects, and barriers to entry moats. The stock is trading at the lowest multiple ever - it is worth a nibble at these prices.undefined undefined/iStock via Getty ImagesI've been following Sea Limited ADR (NYSE:SE) for quite some time now and the stock got me interested again given the recent 75% selloff. Today, I'm doing a deep dive on the three-headed monster (and each of its heads) to see if the company is a good investment opportunity at these levels. Let's get started!Investment ThesisSea is at the forefront of the internet revolution in developing regions. This had many investors buying into the growth story of the company, sending shares soaring high into the sun for the better part of 2020 and 2021. However, the stock has cratered back to sea amid concerns about the company's slowing growth, especially for its only cash cow, Garena. To make matters worse, Shopee's losses are also getting worse.The Group's cash burn rate is still high, estimated to be $(3.6) billion in FY2022. With a net cash position of $5.9 billion, future capital raises are very likely.On the bright side, Sea still has a long growth runway ahead, solidified by its leadership positions in Southeast Asia and Latin America. SeaMoney, although still unprofitable, could also emerge as Sea's second cash cow.Despite unprofitability and competitive risks, Sea has strong competitive moats and it is trading at the cheapest valuation multiples since its IPO.The three-headed monster is a Buy at these levels.Value PropositionFounded in Singapore in 2009, Sea has grown to become the leading consumer internet company in the world, with a substantial presence in the Southeast Asian region.Mission: To better the lives of consumers and small businesses with technology.Sea is a holding company for three core businesses: Garena, Shopee, and SeaMoney. Sea's main value proposition is providing a vertically-integrated experience through its different core businesses.GarenaIts digital entertainment division, Garena, was Sea's first business venture. In fact, Sea was originally named Garena Interactive Holding Limited before changing its name to Sea Limited in 2017.Garena is one of the largest online games developers and publishers, releasing some of the most successful mobile and PC games over the last decade. For example, Garena's Free Fire, its self-developed mobile battle royale game, topped the global download charts for the last three years. According to data.ai, Free Fire also ranked second globally by average monthly active users on Google Play in 2021. In Southeast Asia and Latin America, Free Fire was the highest-grossing mobile game for ten consecutive quarters, and in the US for four consecutive quarters. Based on Sensor Tower's findings, Free Fire still holds the most downloads globally as of January 2022.Source: SensorTowerGarena also exclusively licenses and publishes games from global partners and third-party developers. Some of these partners include Tencent (OTCPK:TCEHY), Activision (ATVI), and Arumgames. Games like Speed Drifters, Arena of Valor, and Fantasy Town fall into this category as they are co-developed with partners or licensed from partners.In addition, Garena organizes some of the largest e-sports events from local tournaments to professional competitions at a global level. Moreover, Garena offers other entertainment content such as live-streaming, user chat, and online forums.ShopeePerhaps the most exciting business segment is Sea's mobile-centric e-commerce platform, Shopee. Launched in 2015, Shopee is now one of the fastest-growing e-commerce marketplaces with a strong presence in Southeast Asia, as well as growing recognition in Latin America and some European countries.Source: ShopeeThrough the Shopee platform, buyers can purchase items from sellers which are primarily small and medium businesses (or mom-and-pop stores). At the same time, larger, more established retailers like Xiaomi (OTCPK:XIACF), Microsoft (MSFT), or Samsung (OTC:SSNLF) can leverage Shopee's two premium shopping platforms, Shopee Mall and Shopee Premium.Along with Shopee's e-commerce marketplace, Shopee also offers adjacent products and services for both buyers and sellers:Service by Shopee - Value-added services for sellers such as integrated payment, logistics, fulfillment, seller support, inventory management, and online store operations.BuyerProtection - Consumer protection policies and procedures including seller verification, product listing screening, and dispute resolution. In addition, Shopee Guarantee reduces settlement risks by holding customers' funds in a separate account until delivery is complete, where funds will be released to buyers.Integrated Logistics Services- Shopee partners with various local and regional third-party logistics service providers to provide a seamless last-mile delivery experience for both buyers and sellers. Shopee also has its own delivery service called Shopee Xpress.Social Features - Shopee also offers other social and gamification features, including Shopee Coins (virtual currency), Shopee Live (livestream), Shopee Games (in-app games), and Shopee Feed (similar to Instagram).On-demand Services- Shopee also recently launched on-demand services such as ShopeeFood, instant delivery, and groceries, competing directly with Grab (GRAB), Gojek, and Uber (UBER).Shopee's scale is unmatched and it is still growing at an unprecedented pace. According to data.ai, Shopee in Southeast Asia and Taiwan ranked first in average monthly active users and total time spent in the app in 2021. Shopee Indonesia, arguably Shopee's most important market, ranked first in the Shopping category. Shopee Brazil, which launched in October 2019, was also ranked first in the Shopping category. And globally, Shopee ranked first in the Shopping category, and is the #13 most downloaded app regardless of category, logging in 200+ million downloads in 2021.Source: SensorTowerSeaMoneySeaMoney was launched in 2014 and is now one of the leading digital financial services providers in Sea's operating countries. SeaMoney offers mobile wallet services, payment processing, credit, and other digital financial services. These services are offered under SeaMoney's various brands including AirPay, ShopeePay, SPayLater, and other local brands depending on the country. SeaMoney was initially launched in Vietnam and Thailand but has since expanded to other regions.Through SeaMoney's mobile wallet offerings, consumers and merchants have added flexibility in terms of payment options, whether through online or offline means. The launch of SPayLater, which is basically a \"buy now pay later\" payment option, enables consumers to purchase items without accessing credit. For those who are interested, I've written a deep dive on Affirm (AFRM) where I discuss the main value propositions that BNPL provides.SeaMoney has obtained bank licenses and government approvals to provide financial services in various countries. For example, Sea acquired Bank Kesejahteraan Ekonomi in Indonesia back in early 2021 as a push towards offering a digital banking solution. The company is now rebranded to SeaBank, which currently offers a high-yield savings account and virtual account.Source: SeaBank WebsiteSeaMoney's main value proposition lies in offering a mobile wallet and payment solutions that are integrated with Sea's other businesses, namely Garena and Shopee, enabling consumers and merchants to transact seamlessly in one vertically-integrated platform.Market OpportunitySea's market opportunity is predicated around the industry outlook of each of its business segments: mobile gaming, e-commerce, and fintech. Let's take a look at each industry that Sea operates in.First, we have the mobile gaming industry. According to data.ai, Mobile Game Consumer Spend grew from $74 billion in 2018 to $116 billion in 2021, while Mobile Game Downloads grew from 63 billion in 2018 to 83 billion in 2021. Among the Top Genres by Downloads were Hypercasual games such as Hair Challenge and Water Sort Puzzle. However, the Top Genres by Consumer Spend belong to the Strategy, RPG, and Shooting categories where Garena specializes in. For example, Free Fire was the top Shooting game by revenue in Thailand, Brazil, Mexico, and the US, in 2021. Globally, however, it is still behind PUBG Mobile, which generates the bulk of its revenue from China.Source: SensorTowerAccording to Adjust, the mobile gaming industry is expected to reach $272 billion by 2030, which is about 1.5x of 2021's total figure. Given Garena's successes in monetizing its games, Garena should continue to enjoy gaming tailwinds in the foreseeable future, provided that its games remain in trend. This is also supported by Unity's findings that the APAC region is the fastest-growing regional market, a market that Garena dominates in.Moving on to e-commerce, we all know that e-commerce is growing rapidly and that its market share as a whole will continue to trend up from here. This is especially true for the Southeast Asian region where internet and smartphone adoption continues to increase by the day. Based on the e-Conomy SEA report, Southeast Asia now has 440 million internet users, up from 360 million in 2019. Its total population is about 589 million.Internet Gross Merchandise Value, or GMV, for the region was $170 billion in 2021 and is expected to reach $360 billion by 2025 with e-commerce leading the charge. The shift to e-commerce is not only happening on the consumer side but also on the merchant side. Digital marketing tools, analytical tools, and digital payment solutions have accelerated business for merchants. Shopee's vertically-integrated platform also makes it easy for merchants in these developing countries to set up shop, distribute goods, and accept payments in a single platform.Source: e-Conomy SEA 2021Furthermore, Sea has recently expanded its e-commerce operations to other regions such as Latin America and Europe, which further expands its market opportunity.Lastly, we have the fintech industry pertaining to SeaMoney. In my PayPal (PYPL) deep dive, I discussed the growth of mobile wallets as a payment method in both online and offline transactions. The shift to a cashless and cardless society is inevitable and that is also true for Sea's markets.Source: Ark Invest Big Ideas 2022As you can see below, mobile wallets continue to gain traction in Southeast Asia. In addition, 92% of digital merchants intend to maintain usage or increase usage of digital payments in the next 1 to 2 years. ShopeePay and SeaMoney's other brands will benefit from this trend. Also of important note, SeaMoney's expansion to buy now pay later with SPayLater will be a key GMV and revenue driver for the segment. These are the reasons why some investors are so bullish on SeaMoney and why SeaMoney is a monster lurking in the shadows.Source: e-Conomy SEA 2021As you can see, Sea is at the forefront of three megatrends which should propel the business forward from here. Also, combining the different verticals in the same platform would present a significant synergistic opportunity as Sea establishes itself as a SuperApp in the making.Revenue ModelAs mentioned previously, Sea operates three main business segments.Digital EntertainmentGarena operates a freemium model whereby users can download and play games for free. The company generates revenue by selling in-game virtual items such as clothing, weaponry, or equipment.Investors should take note of how revenue is recognized for this segment. According to Sea's 10-K:Proceeds from these sales are initially recognized as “Advances from customers” and subsequently reclassified to “Deferred revenue” when the users make in-game purchases of the virtual currencies or virtual items within the games operated by the Company and the in-game purchases are no longer refundable.Garena also licenses games from other game developers. Revenue is generated based on revenue-sharing/royalty agreements with these developers. Revenue is recognized over the performance obligation period.Such delivery obligation period is determined in accordance with the estimated average lifespan of the virtual goods sold or estimated average lifespan of the paying users of the said games or similar games.E-commerceShopee generates revenue through a marketplace model. Sellers on the platform pay Shopee based on paid advertisement services, transaction-based fees, logistics services, and other value-added services.Shopee also generates revenue from goods sold directly by Shopee, which the company purchases in bulk from manufacturers or third-party suppliers.Digital Financial ServicesSeaMoney revenue consists of:Interest and fees from loans granted to commercial customersInterest and fees from Sea's consumer credit business such as SPayLaterCommissions charged to merchants when a customer pays using SeaMoney's mobile walletIncome StatementLet's analyze each of the business segments and then look at the entire Group as a whole.Digital EntertainmentGarena Revenue saw a 104% increase YoY in Q4. For the full year, Garena Revenue was up 114% YoY.Source: Sea Limited Investor Relations and Author's AnalysisThe rapid increase in Revenue was primarily due to recognition of accumulated deferred revenue from previous quarters. Bookings—which is essentially GAAP Revenue plus the change in digital entertainment deferred revenue —actually dropped for the first time QoQ and it is now lower than Revenue. This means that gamers are spending less on in-virtual items which will lead to lower Revenue recognized in subsequent quarters. As you can see, Bookings is in a massive deceleration.Source: Sea Limited Investor Relations and Author's AnalysisThe drop in Bookings was due to fewer gamers in the platform as the economy reopens and people spend more time outdoors, at school, or in the office. Quarterly Active Users, or QAUs, grew only 7% in Q4 to 652 million, compared to Q3's QAUs of 729 million.Source: Sea Limited Investor Relations and Author's AnalysisAs a result, Quarterly Paying Users, or QPUs, decelerated as well, which led to lower Bookings. Q4 QPUs was 77 million compared to Q3's 93 million.Source: Sea Limited Investor Relations and Author's AnalysisThe markets reacted negatively to this slowdown in Garena growth as the gaming business acts as the lifeline for Sea's two other segments. As you can see, Garena is a high-margin business, producing Adjusted EBITDA of $2.7 billion in FY2021. Operating Margin is very high at 61% in Q4. AEBITDA margin, on the other hand, is trending downwards as QoQ adds in Bookings wither.Source: Sea Limited Investor Relations and Author's AnalysisAs such, the slowdown in growth for Garena is scaring investors away as it may not provide sufficient cash flow to fund the continued growth of Shopee and SeaMoney.E-CommerceShopee GMV continues its upward march as e-commerce continues to gain traction in Shopee's existing and newer markets. However, we're also seeing a deceleration in growth due to tough YoY comps. GMV in FY2021 was $62.5 billion, an increase of 77%.Source: Sea Limited Investor Relations and Author's AnalysisGMV growth was also due to an increase in Orders in the Shopee platform, which totaled 6.1 billion in FY2021, an increase of 117%. Average Order Value, or AOV, however, is trending downwards. This may be perceived negatively as processing more lower-AOV orders meant higher logistical expenses and thus lower margins per order.Source: Sea Limited Investor Relations and Author's AnalysisThe increase in GMV translated to higher Shopee Revenue, which grew faster than GMV. Shopee Revenue grew 136% to $5.1 billion in FY2021, as compared to GMV growth of 77%.Source: Sea Limited Investor Relations and Author's AnalysisThe faster growth in Revenue was due to Shopee's increasing take rate, which displays Shopee's ability to monetize its marketplace platform. This is one of the only few positive developments coming out of the most recent earnings update.Source: Sea Limited Investor Relations and Author's AnalysisDespite the improving Revenue and take rate, Shopee is still suffering huge losses and it is mounting with each subsequent quarter, primarily due to the company expanding into new markets. FY2021 Shopee AEBITDA was $(2.6) billion at a -50% margin. Recall that Garena AEBITDA was $2.7 billion.Source: Sea Limited Investor Relations and Author's AnalysisAEBITDA per Order has been improving, although it flat-lined in the last few quarters. Again, this is due to the company aggressively expanding into new markets. For example, in Q4, Shopee Brazil recorded 140+ million gross orders with a $70+ million Revenue, up 400% and 326%, respectively. However, AEBITDA per Order in Brazil is still negative at $(2) per Order, despite being a 40% improvement from last year. As such, it is still a far cry from the overall AEBITDA per Order of $(0.45).Source: Sea Limited Investor Relations and Author's AnalysisOn the bright side, in Southeast Asia and Taiwan, Q4 AEBITDA per Order before \"allocation of the headquarters’ common expenses\" was $(0.15), an improvement from last year's $(0.21). This shows that there is certainly hope for Shopee to be AEBITDA positive soon, which management has pointed out during the Q4 earnings call:We currently expect Shopee to achieve positive adjusted EBITDA before HQ cost allocation in Southeast Asia and Taiwan by this year. We also expect SeaMoney to achieve positive cash flow by next year. As a result, we currently expect that by 2025 cash generated by Shopee and SeaMoney proactively will enable these two businesses to substantially self-fund their own long-term growth.Digital Financial ServicesSeaMoney's Mobile Wallet Total Payment Volume grew 120% YoY to $17.2 billion in FY2021 due to the increasing adoption of mobile wallets in the region.Source: Sea Limited Investor Relations and Author's AnalysisThe growth in TPV was largely driven by the growth in QAUs. As shown below, the total ending QAUs in Q4 grew 90% YoY to 45.8 million users.Source: Sea Limited Investor Relations and Author's AnalysisThe real exciting part is that Revenue grew much faster than TPV and QAUs. SeaMoney Revenue is growing at a blistering pace, locking in high triple-digit growth rates over the last few years. FY2021 SeaMoney Revenue was $470 million, which is an increase of 673% from the previous year. This is due to take rates increasing from less than 1% in FY2020 to almost 4% by the end of the latest quarter.Source: Sea Limited Investor Relations and Author's AnalysisFurthermore, in Indonesia, over 20% of the QAUs have used more than one SeaMoney product or service, which includes credit services, digital banking, and insurance. As SeaMoney introduces more offerings, revenue should accelerate meaningfully as average revenue per user increases when people use additional products.As SeaMoney continues to gain scale, the segment will enjoy better unit economics. As shown below, while SeaMoney's AEBITDA is still in deeply negative territories, AEBITDA Margins has continued to trend towards profitability. Management also expects SeaMoney to be cash flow positive by next year.Source: Sea Limited Investor Relations and Author's AnalysisThis is the segment that investors should pay special attention to, given that it has the potential to be Sea's second cash cow. For example, PayPal has Operating Margins of 20%+, which could be SeaMoney's long-term margin profile.GroupWith that said, let's take a look at how the business is doing as a whole.FY2021 Revenue was $10.0 billion, an increase of 128% YoY. Due to the law of large numbers and tough YoY comps, Revenue growth should decelerate from here.Source: Sea Limited Investor Relations and Author's AnalysisHere, we can see how Revenue is distributed across the different segments.Source: Sea Limited Investor Relations and Author's AnalysisWhat's encouraging is that Gross Profit Margins continue to trend upwards as the company gains economies of scale, even accounting for Shopee's aggressive expansion into new markets. FY2021 Gross Profit was $3.9 billion, up 189% YoY.Source: Sea Limited Investor Relations and Author's AnalysisOperating Expenses, however, remain elevated as management forgoes short-term profitability for long-term market dominance. FY2021 Total Operating Expenses were $5.5 billion. Below shows the different components of Operating Expenses as a percentage of Revenue.Source: Sea Limited Investor Relations and Author's AnalysisMost of the Operating Expenses were used for Sales & Marketing purposes. Unsurprisingly, Shopee had the highest S&M burn rate. Discounts, cashback, celebrity promotions... they're everywhere.Source: Sea Limited Investor Relations and Author's AnalysisAs a result, Operating Profit Margins is still negative, although it is trending in the right direction.Source: Sea Limited Investor Relations and Author's AnalysisAEBITDA, on the other hand, is plunging. This is due to Garena's falling Bookings and Shoppe's widening losses. AEBITDA for FY2021 was $(594) million, compared to FY2020 positive AEBITDA of $107 million. This is probably the most concerning figure for investors as such a high cash burn rate is unsustainable, which may also lead to additional capital raises that are dilutive to shareholders.Source: Sea Limited Investor Relations and Author's AnalysisThe guidance did not help either. Garena Bookings is expected to fall to just $3 billion, which is $1.3 billion lower than FY2021's number. Management blamed the reopening of the economy as well as the ban of Free Fire in India for the expected drop in Bookings. Assuming a modest 50% AEBITDA margin, Garena would bring in just $1.5 billion of AEBITDA for Sea in FY2022.On the other side, the other two segments are expected to continue with their immense pace of growth — Shopee and SeaMoney are expected to grow by 76% and 155%, respectively. If we assume a (50)% AEBITDA margin for both segments, Shopee and SeaMoney is expected to burn a total of about $(5.1) billion of AEBITDA. Adding Garena's estimated AEBITDA of $1.5 billion, Sea, as a Group, is expected to burn $(3.6) billion in FY2021.Source: Sea Limited FY2021 Q4 Investor PresentationBecause Garena is such an important piece of Shopee's and SeaMoney's growth story, a deceleration in Garena's business had investors reacting so negatively to Sea's latest earnings release, as now, the gaming business is incapable of covering the massive losses incurred by the other two business segments.Balance SheetSea's balance sheet position as of year-end FY2021 is at about $10.2 billion of Cash and Short Term Investments. While this may show that Sea has a substantial cushion against its short-term cash burn rate, its net cash position paints a different picture.Source: Sea Limited FY2021 Q4 Investor PresentationAdjusting for Sea's debt, Sea ended the year with a net cash position of around $5.9 billion. A substantial amount of its total debt comes from its recent issuance of 0.25% Convertible Senior Notes due 2026. The notes were issued when the stock was trading at $318 per share back in September and the initial conversion price is set at $477 per share. So, yes... conversion in the next 2 to 3 years is very unlikely.Source: Sea Limited Investor Relations and Author's AnalysisWith net cash of $5.9 billion and $(3.6) billion of estimated AEBITDA in FY2022, it won't be long before Sea requires another cash infusion. Therefore, if the high cash burn rate persists for the next 2 to 3 years, investors face a major risk of increasing financial leverage and/or dilution in the form of equity raises.Cash Flow StatementHere is what cash flow looks like over the last few quarters. Notice how Operating Cash Flow turned negative in the last quarter. Most of the cash also comes from Financing activities.Source: Sea Limited Investor Relations and Author's AnalysisUnlike other high-flying growth companies, Sea's Share-Based Compensation expenses are relatively low.Source: Sea Limited Investor Relations and Author's AnalysisCompetitive MoatsBased on my research and analysis, I identified three key competitive moats for Sea: brand, network effects, and barriers to entry. I used to think that Sea has cost advantages but as Garena becomes a smaller part of the overall business, and as losses continue to worsen, I have reason to believe that Sea no longer holds that moat.BrandAs discussed in previous sections, Garena's games, particularly Free Fire, have consistently ranked as the most downloaded mobile game in the world. Additionally, the Shopee app has gained cross-border stardom and is now regarded as the most downloaded or fastest-trending shopping App in the countries it operates in. Lastly, SeaMoney is also gaining traction with banking licenses granted in various countries that should increase brand value and trust.Network EffectsThe sheer amount of app downloads leads to powerful network effects. Garena has 652 million QAUs, which is about 8% of the world's population. Shopee recorded 200+ million app downloads in FY2021 alone. SeaMoney QAUs topped 45.8 million in Q4 and it is still in the early stages of adoption.With all these users in the Sea platform, cross-selling new products or services should be easier as Sea continues to scale. One such example is Shopee Brazil and Free Fire where each platform is encouraging consumers to use the other. As Sea continues to innovate and offer better experiences for its customers, the ecosystem gets bigger and tighter, leading to powerful network effects.Source: Shopee BrazilBarriers To EntryI believe each of Sea's core businesses is operating in a winner-takes-most environment with high barriers to entry.The mobile gaming environment requires the most talented developers to launch blockbuster games. Garena's Free Fire is certainly a blockbuster game and time in Free Fire's game means time away from other mobile games.Just like how Amazon (AMZN) dominates in the US, the e-commerce landscape in Southeast Asia and Latin America is dominated by a few players, such as Shopee, Tokopedia, and MercadoLibre (MELI). The scale and unit economics that these players have achieved makes it unsustainable for new entrants to compete with them.Banking and fintech is also a highly-regulated environment. Furthermore, consumers prefer to have just one mobile wallet, such as ShopeePay, as opposed to owning several different fintech applications.ValuationBased on my sum-of-the-parts and comparable company valuation analysis, Sea looks to be slightly undervalued with 19% upside potential. Of course, comparables are not perfect but based on this, we can gauge where Sea stands among peers.Source: Author's AnalysisOn the flip side, Sea looks extremely cheap on a historical basis. In terms of EV/Sales, Sea is trading at the lowest valuation since its IPO, trading at just 4.2x forward sales.Source: KoyfinIn terms of EV/Gross Profit, Sea is trading even cheaper than its March 2020 lows.Source: KoyfinThe valuation compression is warranted given that the company flew too close to the sun and now it is cratering back to the sea — not just for Sea, but almost all growth stocks took a beating. Growth is also slowing down and the macroeconomic environment looks gloomier than ever. However, this is not the end of the world; I think the markets are overreacting. Diversion from the mean goes both ways — perhaps, current prices present a good margin of safety for long-term investors.CatalystsSuccessful International Expansion — Shopee has been successful in replicating its playbook from Southeast Asia to Brazil. Recently, Shopee launched operations in India, Mexico, Chile, Colombia, Argentina, Poland, and Spain. If Shopee can take substantial market share in these new regions, Shopee's growth could turn exponential.The Metaverse — Sea's withering gaming division needs to be revitalized. New games and features could definitely provide the boost that it needs. For example, the metaverse is an exciting opportunity and Garena could introduce this concept to its 600+ million QAUs. Sea AI Lab (SAIL) and Sea Capital are two ventures that could accelerate the company into emerging industries, including the metaverse.We will continue to encourage user-generated content by enhancing greater features and accessibility. We believe that a strong user reception to Craftland is a positive indicator of the initial success to encourage user participation in content creation and to build Free Fire into an increasingly open platform and is well aligned with major emerging industry trends such as metaverse.Regional SuperApp — Although this concept has yet to be discussed by management, launching a regional SuperApp could enhance user engagement to new levels. For example, imagine Shopee users being able to play games, shop, order food delivery, pay for services, transfer money, invest, all under one app. Imagine users being able to convert their deposited funds in ShopeePay, into ShopeeCoins, and use it to perform cross-border transactions.Continued Growth In SeaMoney — SeaMoney is still in its early stages and continued adoption of Sea's digital financial services offerings will be a strong addition to Sea's bull thesis. SPayLater has real potential to disrupt the consumer credit industry. SeaBank and ShopeePay have the opportunity to capture digital wallet, digital banking, and cashless society trends.Free Fire India Ban Lift— Garena's weak guidance factored in the headwinds coming from the ban in India. If the ban is lifted, the stock may react positively as much of Sea's cash burn problems may be eliminated.RisksThe Pressure to Launch Blockbuster Games— There will come a time when Free Fire will be dethroned as the most-played and most-downloaded game. That is just how the gaming business works. This puts a substantial risk on the cash flow generation potential of Garena. Launching blockbuster games is never easy and it requires many trials and errors along the way. For me, I would like to see Garena shift to a gaming franchise model where the company launches an updated version of an existing game every year or two, which presents a more stable and recurring revenue stream for the company. An example would be FIFA or Call of Duty.Shopee India Ban — With Free Fire banned in India, there's also the potential for Shoppe to be banned as well.Failure to Gain Traction in International Markets— Shopee pulled out of France in early March, an indication that Shoppe's business model is not replicable in other countries, especially in more developed regions. Shopee Poland and Spain may be next on the exit list as they hold a close resemblance to France.Geopolitical Risks— Tencent, a Chinese company, has an 18.7% equity stake in Sea. Sanctions, bans, and other restrictions on Chinese companies, given the current geopolitical environment, could spell trouble for Sea. Tencent may have to cut exposure on Sea or even dissolve its developing-publishing partnership with Garena.Local Competition— Local champions operating in their respective markets cannot be ignored. These include GoTo in Indonesia, MercadoLibre in Latin America, and Flipkart in India.In addition, there's a certain level of pride for consumers to see their native-born companies succeed. I'm Indonesian, and it makes me really happy to see GoTo grow and grow.GoTo, the holding company of both Indonesian tech darlings Gojek and Tokopedia, recently announced its plan to IPO in the Indonesia Stock Exchange. Here's a glance of GoTo's stats for the 12-months ended 30 September 2021:Valuation: $26.2 billion to $28.8 billionGMV: $28.8 billionRevenue: $1 billionGross Orders: 2 billionAnnual Transacting Users: 55 millionDriver Partners: 2.5 millionMerchants: 14 millionThe point is that there are big-time local players operating in Sea's markets that investors should never ignore. Here's a little snippet from my previous Shopee article:But with the GoTo merger, Indonesia could potentially extinguish the orange flame that charred its forest for many years. Now, GoTo could finally reclaim a good chunk of its territory that was lost to waves of competition, especially from Shopee. GoTo could finally gain more ground as the roots grew even stronger with the merger, fertilized with the synergies of value propositions, logistics, payments, and banking solutions.Meanwhile, Sea Limited's stock continues to soar, ignoring the titan of an elephant in the room. And because of GoTo's integration, Shopee's vertically-integrated business model doesn't look like a strong competitive advantage anymore.ConclusionEach of Sea's core businesses is in hypergrowth mode, propelled by megatrends in the mobile gaming, e-commerce, and fintech industry. Management understands these opportunities and therefore, is sacrificing short-term profitability for long-term market dominance. Despite being a larger business, Sea still has a massive growth runway ahead.That is not to say that unprofitability and competition risks can and should be ignored. The biggest concern for investors is the company's unsustainable cash burn rate, which will likely lead to further capital raises in the near future.Nonetheless, the long-term growth thesis for the three-headed monster remains intact. Strong brand, network effects, and barriers to entry moats should support the business going forward. In addition, shares of Sea are trading at the lowest valuation multiples ever, which presents a good margin of safety for an entry at these prices.Thank you for reading my Sea Limited deep dive. If you enjoyed the article, please let me know in the comment section down below. If you have any suggestions or feedback, don't hesitate to share your thoughts as well.","news_type":1},"isVote":1,"tweetType":1,"viewCount":48,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9083207549,"gmtCreate":1650119550469,"gmtModify":1676534650869,"author":{"id":"3581939971426189","authorId":"3581939971426189","name":"pokokoko","avatar":"https://static.tigerbbs.com/a2ecfa72bfcaf6497e5b5a50fa2b1fe7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581939971426189","authorIdStr":"3581939971426189"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a>Biyw","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a>Biyw","text":"$Apple(AAPL)$Biyw","images":[{"img":"https://community-static.tradeup.com/news/fa3d39d1588ef579016e4f65bf785637","width":"1080","height":"1920"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/9083207549","isVote":1,"tweetType":1,"viewCount":559,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9034756916,"gmtCreate":1647980670067,"gmtModify":1676534287040,"author":{"id":"3581939971426189","authorId":"3581939971426189","name":"pokokoko","avatar":"https://static.tigerbbs.com/a2ecfa72bfcaf6497e5b5a50fa2b1fe7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581939971426189","authorIdStr":"3581939971426189"},"themes":[],"htmlText":"Is gikd","listText":"Is gikd","text":"Is gikd","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9034756916","repostId":"1150453839","repostType":4,"repost":{"id":"1150453839","pubTimestamp":1647962880,"share":"https://ttm.financial/m/news/1150453839?lang=&edition=fundamental","pubTime":"2022-03-22 23:28","market":"us","language":"en","title":"Want $1 Million In Retirement? Invest $100,000 in Any of These 3 Stocks and Wait A Decade","url":"https://stock-news.laohu8.com/highlight/detail?id=1150453839","media":"Motley Fool","summary":"Younger investors saving for retirement have one significant advantage -- the ability to take on mor","content":"<html><head></head><body><p>Younger investors saving for retirement have one significant advantage -- the ability to take on more risk. Because they have a longer investment time horizon, they can afford to take chances on great stocks offering a high potential for long-term returns than older investors who are looking to buy stocks that are safer but invariably offer lower potential returns.</p><p>Fortunately, many promising tech stocks hold the potential to increase their value by tenfold over time. Investors hoping to turn $100,000 into $1 million over the next 10 years could see such potential returns in <b>Block</b>, <b>DigitalOcean</b>, and <b>Roku</b>.</p><p>1. Block</p><p>Block has placed itself at the center of fintech in many developed countries. Its business-oriented Square ecosystem and its Cash App continue to grow by expanding into new markets and broadening its scope of business within existing countries.</p><p>Block just entered its eighth country early this year by bringing its ecosystem into Spain. Now, due to its presence in three EU countries, the company once known as Square has an easier path to serving the rest of the Eurozone.</p><p>Moreover, it added cryptocurrency capabilities with its <b>Bitcoin</b> trading platform in both Square and Cash App. This likely helped it almost catch up to <b>PayPal Holdings</b>&#39; Venmo in terms of popularity. Also, according to Research and Markets, the addressable market for fintech is expected to reach $31.5 trillion by 2026, a 27% compound annual growth rate (CAGR) that should bring opportunities for lots of companies in this sector, including Square.</p><p>Block increased its 2021 revenue by 86% compared with 2020, 57% if excluding Bitcoin. This led to adjusted earnings of $898 million in the same period, 111% higher than year-ago levels. Analysts only expect 7% revenue growth in 2022 before it rebounds to 22% the next year.</p><p>Still, the stock has lost more than half of its value since its peak last summer. With a price-to-sales (P/S) ratio of about 4, it has fallen from the double-digit sales multiples of early last year. This makes it more reasonably priced as Block seeks to meet the financial needs of more businesses and individuals.</p><p>2. DigitalOcean</p><p>At first glance, companies such as <b>Amazon</b> and <b>Microsoft</b> dominate the cloud industry and cater their services to lots of big names. However, their product offerings are not really catered to the specific needs of small- and medium-sized enterprises (SMEs). DigitalOcean has built a high-growth enterprise by filling that gap. But while it offers simple, affordable pricing plans tailored to the needs of SMEs, its most vital advantage seems to lie in its community. Members of this community give and receive advice, helping these businesses resolve IT challenges that might otherwise hamper smaller enterprises.</p><p>Also, DigitalOcean already claims about 600,000 customers in 185 countries. and the cloud market should also leave plenty of room for company growth. Grand View Research estimates the cloud infrastructure market will grow to $1.55 trillion by 2030, up from $484 billion today.</p><p>DigitalOcean&#39;s 2021 revenue of $429 million makes up only a tiny fraction of that addressable market, though that was a 35% increase compared with 2020. Moreover, it cut its yearly loss to about $20 million, down from $44 million in 2020. Furthermore, revenue estimates for between $564 million and $568 million amount to 32% growth if the estimate holds, pointing to little if any slowdowns.</p><p>Additionally, the stock has dropped 55% from its November high, taking its P/S ratio down to around 13. While this is higher than its larger competitors, a lower stock price and rapid revenue growth rate should take this stock much higher as the need for the cloud within SMEs continues to expand.</p><p>3. Roku</p><p>Roku has managed to capitalize on the transition of televised media to streaming. Through its aggregation of services and the offering of its Roku platform and channel, it provides an avenue by which companies can fund programming through advertising.</p><p>Furthermore, Roku continues its expansion into Europe and Latin America, giving it leverage as companies like <b>Alphabet</b> attempt to compete. Additionally, the company has integrated its operating system into new televisions and offered its equipment at a low cost, easing the adoption of its platform.</p><p>Roku claimed about 60 million users as of the end of 2021. Also, Research and Markets forecasts that the global digital advertising market will grow to $764 billion by 2025 and to $1.45 trillion by 2030 for a CAGR of 13.7%. Roku appears well-positioned to capture much of this increase as it currently only operates in roughly 20 countries and has plans for further expansion.</p><p>So far, Roku has barely begun to scratch the surface of its potential. In 2021, it generated almost $2.8 billion in revenue, 55% more than in 2020. The revenue growth helped the company earn $242 million in net income, an improvement from the $18 million loss in 2020.</p><p>Admittedly, the first-quarter outlook for 25% year-over-year revenue growth represents a slowdown. Still, the stock has fallen by about 75% from its high last July. Also, the P/S ratio now stands at six, down from 33 last February. These factors should more than price in the revenue growth slowdown into the stock, making Roku stock a buy now.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Want $1 Million In Retirement? Invest $100,000 in Any of These 3 Stocks and Wait A Decade</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\">\nWant $1 Million In Retirement? Invest $100,000 in Any of These 3 Stocks and Wait A Decade\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-22 23:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/03/21/1-million-retirement-invest-100000-3-stocks/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Younger investors saving for retirement have one significant advantage -- the ability to take on more risk. Because they have a longer investment time horizon, they can afford to take chances on great...</p>\n\n<a href=\"https://www.fool.com/investing/2022/03/21/1-million-retirement-invest-100000-3-stocks/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DOCN":"DigitalOcean Holdings, Inc.","SQ":"Block","ROKU":"Roku Inc"},"source_url":"https://www.fool.com/investing/2022/03/21/1-million-retirement-invest-100000-3-stocks/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150453839","content_text":"Younger investors saving for retirement have one significant advantage -- the ability to take on more risk. Because they have a longer investment time horizon, they can afford to take chances on great stocks offering a high potential for long-term returns than older investors who are looking to buy stocks that are safer but invariably offer lower potential returns.Fortunately, many promising tech stocks hold the potential to increase their value by tenfold over time. Investors hoping to turn $100,000 into $1 million over the next 10 years could see such potential returns in Block, DigitalOcean, and Roku.1. BlockBlock has placed itself at the center of fintech in many developed countries. Its business-oriented Square ecosystem and its Cash App continue to grow by expanding into new markets and broadening its scope of business within existing countries.Block just entered its eighth country early this year by bringing its ecosystem into Spain. Now, due to its presence in three EU countries, the company once known as Square has an easier path to serving the rest of the Eurozone.Moreover, it added cryptocurrency capabilities with its Bitcoin trading platform in both Square and Cash App. This likely helped it almost catch up to PayPal Holdings' Venmo in terms of popularity. Also, according to Research and Markets, the addressable market for fintech is expected to reach $31.5 trillion by 2026, a 27% compound annual growth rate (CAGR) that should bring opportunities for lots of companies in this sector, including Square.Block increased its 2021 revenue by 86% compared with 2020, 57% if excluding Bitcoin. This led to adjusted earnings of $898 million in the same period, 111% higher than year-ago levels. Analysts only expect 7% revenue growth in 2022 before it rebounds to 22% the next year.Still, the stock has lost more than half of its value since its peak last summer. With a price-to-sales (P/S) ratio of about 4, it has fallen from the double-digit sales multiples of early last year. This makes it more reasonably priced as Block seeks to meet the financial needs of more businesses and individuals.2. DigitalOceanAt first glance, companies such as Amazon and Microsoft dominate the cloud industry and cater their services to lots of big names. However, their product offerings are not really catered to the specific needs of small- and medium-sized enterprises (SMEs). DigitalOcean has built a high-growth enterprise by filling that gap. But while it offers simple, affordable pricing plans tailored to the needs of SMEs, its most vital advantage seems to lie in its community. Members of this community give and receive advice, helping these businesses resolve IT challenges that might otherwise hamper smaller enterprises.Also, DigitalOcean already claims about 600,000 customers in 185 countries. and the cloud market should also leave plenty of room for company growth. Grand View Research estimates the cloud infrastructure market will grow to $1.55 trillion by 2030, up from $484 billion today.DigitalOcean's 2021 revenue of $429 million makes up only a tiny fraction of that addressable market, though that was a 35% increase compared with 2020. Moreover, it cut its yearly loss to about $20 million, down from $44 million in 2020. Furthermore, revenue estimates for between $564 million and $568 million amount to 32% growth if the estimate holds, pointing to little if any slowdowns.Additionally, the stock has dropped 55% from its November high, taking its P/S ratio down to around 13. While this is higher than its larger competitors, a lower stock price and rapid revenue growth rate should take this stock much higher as the need for the cloud within SMEs continues to expand.3. RokuRoku has managed to capitalize on the transition of televised media to streaming. Through its aggregation of services and the offering of its Roku platform and channel, it provides an avenue by which companies can fund programming through advertising.Furthermore, Roku continues its expansion into Europe and Latin America, giving it leverage as companies like Alphabet attempt to compete. Additionally, the company has integrated its operating system into new televisions and offered its equipment at a low cost, easing the adoption of its platform.Roku claimed about 60 million users as of the end of 2021. Also, Research and Markets forecasts that the global digital advertising market will grow to $764 billion by 2025 and to $1.45 trillion by 2030 for a CAGR of 13.7%. Roku appears well-positioned to capture much of this increase as it currently only operates in roughly 20 countries and has plans for further expansion.So far, Roku has barely begun to scratch the surface of its potential. In 2021, it generated almost $2.8 billion in revenue, 55% more than in 2020. The revenue growth helped the company earn $242 million in net income, an improvement from the $18 million loss in 2020.Admittedly, the first-quarter outlook for 25% year-over-year revenue growth represents a slowdown. Still, the stock has fallen by about 75% from its high last July. Also, the P/S ratio now stands at six, down from 33 last February. These factors should more than price in the revenue growth slowdown into the stock, making Roku stock a buy now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":408,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9037153258,"gmtCreate":1648058018559,"gmtModify":1676534298492,"author":{"id":"3581939971426189","authorId":"3581939971426189","name":"pokokoko","avatar":"https://static.tigerbbs.com/a2ecfa72bfcaf6497e5b5a50fa2b1fe7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581939971426189","authorIdStr":"3581939971426189"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/09633\">$NONGFU SPRING(09633)$</a>vgjjjs","listText":"<a href=\"https://ttm.financial/S/09633\">$NONGFU SPRING(09633)$</a>vgjjjs","text":"$NONGFU SPRING(09633)$vgjjjs","images":[{"img":"https://community-static.tradeup.com/news/303ec0c08c84a1f328279731619cba54","width":"1080","height":"1920"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9037153258","isVote":1,"tweetType":1,"viewCount":404,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9038765721,"gmtCreate":1646920653243,"gmtModify":1676534177161,"author":{"id":"3581939971426189","authorId":"3581939971426189","name":"pokokoko","avatar":"https://static.tigerbbs.com/a2ecfa72bfcaf6497e5b5a50fa2b1fe7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581939971426189","authorIdStr":"3581939971426189"},"themes":[],"htmlText":"Vffe","listText":"Vffe","text":"Vffe","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9038765721","repostId":"1177505554","repostType":4,"isVote":1,"tweetType":1,"viewCount":176,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9030715599,"gmtCreate":1645811894919,"gmtModify":1676534066564,"author":{"id":"3581939971426189","authorId":"3581939971426189","name":"pokokoko","avatar":"https://static.tigerbbs.com/a2ecfa72bfcaf6497e5b5a50fa2b1fe7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581939971426189","authorIdStr":"3581939971426189"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/09633\">$NONGFU SPRING(09633)$</a>nonfii","listText":"<a href=\"https://ttm.financial/S/09633\">$NONGFU SPRING(09633)$</a>nonfii","text":"$NONGFU SPRING(09633)$nonfii","images":[{"img":"https://static.itradeup.com/news/d8566ce07bea526e0c36ab6e9f927ea4","width":"1080","height":"1920"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/9030715599","isVote":1,"tweetType":1,"viewCount":438,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9094415702,"gmtCreate":1645210241857,"gmtModify":1676534009040,"author":{"id":"3581939971426189","authorId":"3581939971426189","name":"pokokoko","avatar":"https://static.tigerbbs.com/a2ecfa72bfcaf6497e5b5a50fa2b1fe7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581939971426189","authorIdStr":"3581939971426189"},"themes":[],"htmlText":"Hhi","listText":"Hhi","text":"Hhi","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9094415702","repostId":"2212626136","repostType":4,"repost":{"id":"2212626136","pubTimestamp":1645198200,"share":"https://ttm.financial/m/news/2212626136?lang=&edition=fundamental","pubTime":"2022-02-18 23:30","market":"us","language":"en","title":"3 Unstoppable Stocks to Buy at Unbelievable Bargains","url":"https://stock-news.laohu8.com/highlight/detail?id=2212626136","media":"Motley Fool","summary":"These stocks have tremendous growth prospects that make their current valuations look really attractive.","content":"<html><head></head><body><p>Many growth stocks have tanked. That&#39;s bad news for short-term traders who bought the stocks hoping to make a quick profit. However, it could be great news for long-term investors.</p><p>Note my use of the word &#34;could.&#34; Not every former high-flying stock is a smart pick even at a lower price tag. Several of them are, though. Here are three unstoppable stocks to buy right now at unbelievable bargains.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3c3b71a652677a66fe10fb151d7fc950\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/><span>Image source: Getty Images.</span></p><h2>1. Teladoc Health</h2><p><b>Teladoc Health</b> (NYSE:TDOC) has lost three-fourths of its market cap over the past 12 months. Sure, the stock got ahead of itself after a pandemic-related surge in 2020. However, Teladoc&#39;s growth prospects make it worth a lot more than its current market cap of under $12 billion, in my view.</p><p>Some might question whether or not Teladoc can win in a post-pandemic world. I think the answer is a resounding yes. Virtual care is both cost-effective for payers and convenient for patients. That&#39;s a compelling value proposition.</p><p>Teladoc also holds multiple competitive advantages over rivals. It offers the broadest array of services in the industry, notably including a chronic disease management platform. The company ranks No. 1 in customer satisfaction. And Teladoc boasts the biggest client base by far, including more than half of the Fortune 500.</p><p>The company could nearly double its covered lives simply by gaining new members within existing clients. It could grow even more by increasing multi-product penetration within current customers. Adding new clients -- which Teladoc continues to do at a robust rate -- is the cherry on top.</p><p>Teladoc estimates its total addressable market stands at $268 billion in the U.S. alone. To put that into context, Wall Street expects the company to generate around $2.6 billion in revenue this year. Unstoppable stock at an unbelievable price? Yep.</p><h2>2. <a href=\"https://laohu8.com/S/PYPL\">PayPal</a> Holdings</h2><p><b>PayPal Holdings</b> (NASDAQ:PYPL) shares have fallen more than 60% below their 52-week high. While much of that decline came in the second half of last year, the fintech stock also plunged earlier this month after providing disappointing guidance for 2022.</p><p>It&#39;s important to delve into the details behind the stock&#39;s drop. In particular, PayPal&#39;s lower-than-expected customer account growth for this year isn&#39;t a sign of impending doom. Instead, the company is shifting to a model of growing revenue per user rather than emphasizing expanding the total customer base. That&#39;s a move that investors should applaud because it will drive higher profitability.</p><p>PayPal&#39;s long-term prospects remain exceptionally strong. Its growth drivers include increased e-commerce penetration, buy now, pay later programs, in-store QR code payments, and the Venmo digital wallet. There&#39;s arguably no company in as strong of a position to benefit from the shift to digital payments as PayPal.</p><p>Is the stock really an unbelievable bargain, though? Probably not if you only look at current valuation metrics. However, when you compare PayPal&#39;s market cap of $131 billion against the $110 <i>trillion</i> market opportunity, it&#39;s a different story altogether.</p><h2>3. Sea Limited</h2><p>Like PayPal, <b>Sea Limited</b> (NYSE:SE) has seen its stock price sink more than 60% from peak levels. Nearly all of this decline has come over the past three months.</p><p>Concerns about rising interest rates have hurt many growth stocks, including Sea. But the company also faces a more immediate worry: India is reportedly banning Sea&#39;s top-selling <i>Free Fire</i> mobile game. Although Sea currently generates less than 3% of its gaming revenue in India, the country is potentially a big growth market for the company.</p><p>However, Sea has plenty of other avenues for growth -- both from a geographic and product standpoint. The company continues to enjoy strong momentum in Southeast Asia and Latin America. Its e-commerce and digital payments units are also key growth drivers in addition to its gaming business.</p><p>As was the case with PayPal, Sea Limited might not seem to be cheap based on commonly used valuation metrics. However, the company is a contender in three fast-growing markets (gaming, e-commerce, and digital payments). Sea&#39;s opportunity makes its current market cap of $80 billion look quite attractive.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Unstoppable Stocks to Buy at Unbelievable Bargains</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Unstoppable Stocks to Buy at Unbelievable Bargains\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-18 23:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/02/18/3-unstoppable-stocks-to-buy-at-unbelievable-bargai/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Many growth stocks have tanked. That's bad news for short-term traders who bought the stocks hoping to make a quick profit. However, it could be great news for long-term investors.Note my use of the ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/02/18/3-unstoppable-stocks-to-buy-at-unbelievable-bargai/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4503":"景林资产持仓","BK4551":"寇图资本持仓","BK4505":"高瓴资本持仓","SE":"Sea Ltd","BK4504":"桥水持仓","BK4085":"互动家庭娱乐","BK4548":"巴美列捷福持仓","BK4526":"热门中概股","BK4106":"数据处理与外包服务","BK4554":"元宇宙及AR概念","TDOC":"Teladoc Health Inc.","PYPL":"PayPal","BK4567":"ESG概念","BK4534":"瑞士信贷持仓","BK4139":"生物科技","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","BK4524":"宅经济概念","BK4167":"医疗保健技术","BK4535":"淡马锡持仓","BK4527":"明星科技股","BGNE":"百济神州"},"source_url":"https://www.fool.com/investing/2022/02/18/3-unstoppable-stocks-to-buy-at-unbelievable-bargai/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2212626136","content_text":"Many growth stocks have tanked. That's bad news for short-term traders who bought the stocks hoping to make a quick profit. However, it could be great news for long-term investors.Note my use of the word \"could.\" Not every former high-flying stock is a smart pick even at a lower price tag. Several of them are, though. Here are three unstoppable stocks to buy right now at unbelievable bargains.Image source: Getty Images.1. Teladoc HealthTeladoc Health (NYSE:TDOC) has lost three-fourths of its market cap over the past 12 months. Sure, the stock got ahead of itself after a pandemic-related surge in 2020. However, Teladoc's growth prospects make it worth a lot more than its current market cap of under $12 billion, in my view.Some might question whether or not Teladoc can win in a post-pandemic world. I think the answer is a resounding yes. Virtual care is both cost-effective for payers and convenient for patients. That's a compelling value proposition.Teladoc also holds multiple competitive advantages over rivals. It offers the broadest array of services in the industry, notably including a chronic disease management platform. The company ranks No. 1 in customer satisfaction. And Teladoc boasts the biggest client base by far, including more than half of the Fortune 500.The company could nearly double its covered lives simply by gaining new members within existing clients. It could grow even more by increasing multi-product penetration within current customers. Adding new clients -- which Teladoc continues to do at a robust rate -- is the cherry on top.Teladoc estimates its total addressable market stands at $268 billion in the U.S. alone. To put that into context, Wall Street expects the company to generate around $2.6 billion in revenue this year. Unstoppable stock at an unbelievable price? Yep.2. PayPal HoldingsPayPal Holdings (NASDAQ:PYPL) shares have fallen more than 60% below their 52-week high. While much of that decline came in the second half of last year, the fintech stock also plunged earlier this month after providing disappointing guidance for 2022.It's important to delve into the details behind the stock's drop. In particular, PayPal's lower-than-expected customer account growth for this year isn't a sign of impending doom. Instead, the company is shifting to a model of growing revenue per user rather than emphasizing expanding the total customer base. That's a move that investors should applaud because it will drive higher profitability.PayPal's long-term prospects remain exceptionally strong. Its growth drivers include increased e-commerce penetration, buy now, pay later programs, in-store QR code payments, and the Venmo digital wallet. There's arguably no company in as strong of a position to benefit from the shift to digital payments as PayPal.Is the stock really an unbelievable bargain, though? Probably not if you only look at current valuation metrics. However, when you compare PayPal's market cap of $131 billion against the $110 trillion market opportunity, it's a different story altogether.3. Sea LimitedLike PayPal, Sea Limited (NYSE:SE) has seen its stock price sink more than 60% from peak levels. Nearly all of this decline has come over the past three months.Concerns about rising interest rates have hurt many growth stocks, including Sea. But the company also faces a more immediate worry: India is reportedly banning Sea's top-selling Free Fire mobile game. Although Sea currently generates less than 3% of its gaming revenue in India, the country is potentially a big growth market for the company.However, Sea has plenty of other avenues for growth -- both from a geographic and product standpoint. The company continues to enjoy strong momentum in Southeast Asia and Latin America. Its e-commerce and digital payments units are also key growth drivers in addition to its gaming business.As was the case with PayPal, Sea Limited might not seem to be cheap based on commonly used valuation metrics. However, the company is a contender in three fast-growing markets (gaming, e-commerce, and digital payments). Sea's opportunity makes its current market cap of $80 billion look quite attractive.","news_type":1},"isVote":1,"tweetType":1,"viewCount":306,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9010267796,"gmtCreate":1648409869016,"gmtModify":1676534334093,"author":{"id":"3581939971426189","authorId":"3581939971426189","name":"pokokoko","avatar":"https://static.tigerbbs.com/a2ecfa72bfcaf6497e5b5a50fa2b1fe7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581939971426189","authorIdStr":"3581939971426189"},"themes":[],"htmlText":"Benj","listText":"Benj","text":"Benj","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9010267796","repostId":"1108051062","repostType":4,"repost":{"id":"1108051062","pubTimestamp":1648342280,"share":"https://ttm.financial/m/news/1108051062?lang=&edition=fundamental","pubTime":"2022-03-27 08:51","market":"us","language":"en","title":"US IPO Week Ahead: The IPO Market Remains Quiet Heading into the Second Quarter","url":"https://stock-news.laohu8.com/highlight/detail?id=1108051062","media":"Renaissance Capital","summary":"No IPOs are currently scheduled to price in the week ahead, though a few SPACs may join the calendar","content":"<html><head></head><body><p>No IPOs are currently scheduled to price in the week ahead, though a few SPACs may join the calendar during the week.</p><p>There are a number of large issuers waiting in the pipeline once the IPO market becomes more amenable. Some of these deals include Bausch Health spin-off Bausch + Lomb (BLCO), mattress retailer Mattress Firm (MFRM), car sharing platform Turo (TURO), and digital ad firm Aleph Group (ALEF).</p><p>Lock-up periods will be expiring for up to five companies. For access to lock-up expiration dates, sign up for a free trial of IPO Pro.</p><h2>IPO Market Snapshot</h2><p>The Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 3/24/22, the Renaissance IPO Index was down 22.5% year-to-date, while the S&amp;P 500 was down 4.8%. Renaissance Capital&#39;s IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Uber Technologies (UBER) and Snowflake (SNOW). The Renaissance International IPO Index was down 22.9% year-to-date, while the ACWX was down 6.2%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Volvo Car Group and Zhejiang Kuaishou Information Technology.</p></body></html>","source":"lsy1603787993745","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US IPO Week Ahead: The IPO Market Remains Quiet Heading into the Second Quarter</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS IPO Week Ahead: The IPO Market Remains Quiet Heading into the Second Quarter\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-27 08:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.renaissancecapital.com/IPO-Center/News/91670/US-IPO-Week-Ahead-The-IPO-market-remains-quiet-heading-into-the-second-quar><strong>Renaissance Capital</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>No IPOs are currently scheduled to price in the week ahead, though a few SPACs may join the calendar during the week.There are a number of large issuers waiting in the pipeline once the IPO market ...</p>\n\n<a href=\"https://www.renaissancecapital.com/IPO-Center/News/91670/US-IPO-Week-Ahead-The-IPO-market-remains-quiet-heading-into-the-second-quar\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.renaissancecapital.com/IPO-Center/News/91670/US-IPO-Week-Ahead-The-IPO-market-remains-quiet-heading-into-the-second-quar","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108051062","content_text":"No IPOs are currently scheduled to price in the week ahead, though a few SPACs may join the calendar during the week.There are a number of large issuers waiting in the pipeline once the IPO market becomes more amenable. Some of these deals include Bausch Health spin-off Bausch + Lomb (BLCO), mattress retailer Mattress Firm (MFRM), car sharing platform Turo (TURO), and digital ad firm Aleph Group (ALEF).Lock-up periods will be expiring for up to five companies. For access to lock-up expiration dates, sign up for a free trial of IPO Pro.IPO Market SnapshotThe Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 3/24/22, the Renaissance IPO Index was down 22.5% year-to-date, while the S&P 500 was down 4.8%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Uber Technologies (UBER) and Snowflake (SNOW). The Renaissance International IPO Index was down 22.9% year-to-date, while the ACWX was down 6.2%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Volvo Car Group and Zhejiang Kuaishou Information Technology.","news_type":1},"isVote":1,"tweetType":1,"viewCount":179,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9010890838,"gmtCreate":1648322894524,"gmtModify":1676534327293,"author":{"id":"3581939971426189","authorId":"3581939971426189","name":"pokokoko","avatar":"https://static.tigerbbs.com/a2ecfa72bfcaf6497e5b5a50fa2b1fe7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581939971426189","authorIdStr":"3581939971426189"},"themes":[],"htmlText":"Njj","listText":"Njj","text":"Njj","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9010890838","repostId":"1196027616","repostType":4,"repost":{"id":"1196027616","pubTimestamp":1648255536,"share":"https://ttm.financial/m/news/1196027616?lang=&edition=fundamental","pubTime":"2022-03-26 08:45","market":"us","language":"en","title":"Stock-Market Investors Should Watch the \"Best Leading Indicator of Trouble Ahead\"","url":"https://stock-news.laohu8.com/highlight/detail?id=1196027616","media":"MarketWatch","summary":"Investors have been watching the U.S. Treasury yield curve for inversions, a reliable predictor of p","content":"<html><head></head><body><p>Investors have been watching the U.S. Treasury yield curve for inversions, a reliable predictor of past economic downturns.</p><p>They don’t always agree on which part of the curve is best to watch though.</p><p>“Yield curve inversion, and flatting, has been at the forefront for everyone,” said Pete Duffy, chief investment officer at Penn Capital Management Company, in Philadelphia, by phone.</p><p>“That’s because the Fed is so active and rates suddenly have gone up so quickly.”</p><p>An inversion of the yield curve happens when rates on longer bonds fall below those of shorter-term debt, a sign that investors think economic woes could lie ahead. Fears of an economic slowdown have been mounting as the Federal Reserve starts to tighten financial conditions while Russia’s Ukraine invasion threatens to keep key drivers of U.S. inflation high.</p><p>Lately, the attention has been on the 10-year Treasury yield TMUBMUSD10Y, 2.478% and shorter 2-year yield, where the spread fell to 13 basis points on Tuesday, up from a high of about 130 basis points five months ago.</p><p>Read: The yield curve is speeding toward inversion — here’s what investors need to know</p><p>But that’s not the only plot on the Treasury yield curve investors closely watch. The Treasury Department sells securities that mature in a range from a few days to 30 years, providing a lot of plots on the curve to follow.</p><p>“The focus has been on the 10s and 2s,” said Mark Heppenstall, chief investment officer at Penn Mutual Asset Management, in Horsham, Penn, a northern suburb of Philadelphia.</p><p>“I will hold out until the 10s to 3-month bills inverts before I turn too negative on the economic outlook,” he said, calling it “the best leading indicator of trouble ahead.”</p><h2>Watch 10-year, 3-month</h2><p>Instead of falling, that spread climbed in March, continuing its path higher since turning negative two years ago at the onset of the pandemic (see chart).</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7fe28818cd1806ee5afd5519332cf483\" tg-width=\"700\" tg-height=\"579\" width=\"100%\" height=\"auto\"/><span>The 3-month to 10-year yield spread is climbing Bloomberg data, Goelzer Investment Management</span></p><p>“The 3-month Treasury bill really tracks the Federal Reserve’s target rate,” said Gavin Stephens, director of portfolio management at Goelzer Investment Management in Indiana, by phone.</p><p>“So it gives you a more immediate picture of if the Federal Reserve has entered a restrictive state in terms of monetary policy and, thus, giving the possibility that economic growth is going to contract, which would be bad for stocks.”</p><p>Stocks were lower Friday, but with the S&amp;P 500 index SPX, +0.51% and the Nasdaq Composite Index COMP, -0.16% still up about 1.2% on the week. The three major indexes were 4.5% to 10.1% lower so far in 2022, according to FactSet.</p><p>By watching the 10s and 2s TMUBMUSD02Y, 2.280% spread, “You are looking at the expectations of where Fed Reserve interest rate policy is going to be over a period of two years,” Stephens said. “So, effectively, it’s working with a lag.”</p><p>On average, from the time the 10s and 2s curve inverts, until “there’s a recession, it’s almost two years,” he said, predicting that with unemployment recently pegged around 3.8% that, “this curve is going to invert when the economy is really strong.”</p><p>The Federal Reserve Bank of San Francisco also called the 3-month TMUBMUSD03M, 0.535% and 10-year curve relationship its “preferred spread measure because it has the strongest predictive power for future recessions,” such as in 2019, back when the yield curve was more regularly flashing recession warning signs.</p><p>“Did it see COVID coming?” Duffy said, of earlier yield curve inversions.</p><p>A more likely catalyst was that investors already were on a recession watch, with the American economy in its longest expansion period on record.</p><p>“There are a number of these curves that you need to look at in totality,” Duffy said. “We’ve always said look at many signals.”</p></body></html>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Stock-Market Investors Should Watch the \"Best Leading Indicator of Trouble Ahead\"</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\">\nStock-Market Investors Should Watch the \"Best Leading Indicator of Trouble Ahead\"\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-26 08:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/why-this-part-of-the-treasury-yield-curve-may-be-the-best-leading-indicator-of-trouble-ahead-11648210025?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors have been watching the U.S. Treasury yield curve for inversions, a reliable predictor of past economic downturns.They don’t always agree on which part of the curve is best to watch though.“...</p>\n\n<a href=\"https://www.marketwatch.com/story/why-this-part-of-the-treasury-yield-curve-may-be-the-best-leading-indicator-of-trouble-ahead-11648210025?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.marketwatch.com/story/why-this-part-of-the-treasury-yield-curve-may-be-the-best-leading-indicator-of-trouble-ahead-11648210025?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196027616","content_text":"Investors have been watching the U.S. Treasury yield curve for inversions, a reliable predictor of past economic downturns.They don’t always agree on which part of the curve is best to watch though.“Yield curve inversion, and flatting, has been at the forefront for everyone,” said Pete Duffy, chief investment officer at Penn Capital Management Company, in Philadelphia, by phone.“That’s because the Fed is so active and rates suddenly have gone up so quickly.”An inversion of the yield curve happens when rates on longer bonds fall below those of shorter-term debt, a sign that investors think economic woes could lie ahead. Fears of an economic slowdown have been mounting as the Federal Reserve starts to tighten financial conditions while Russia’s Ukraine invasion threatens to keep key drivers of U.S. inflation high.Lately, the attention has been on the 10-year Treasury yield TMUBMUSD10Y, 2.478% and shorter 2-year yield, where the spread fell to 13 basis points on Tuesday, up from a high of about 130 basis points five months ago.Read: The yield curve is speeding toward inversion — here’s what investors need to knowBut that’s not the only plot on the Treasury yield curve investors closely watch. The Treasury Department sells securities that mature in a range from a few days to 30 years, providing a lot of plots on the curve to follow.“The focus has been on the 10s and 2s,” said Mark Heppenstall, chief investment officer at Penn Mutual Asset Management, in Horsham, Penn, a northern suburb of Philadelphia.“I will hold out until the 10s to 3-month bills inverts before I turn too negative on the economic outlook,” he said, calling it “the best leading indicator of trouble ahead.”Watch 10-year, 3-monthInstead of falling, that spread climbed in March, continuing its path higher since turning negative two years ago at the onset of the pandemic (see chart).The 3-month to 10-year yield spread is climbing Bloomberg data, Goelzer Investment Management“The 3-month Treasury bill really tracks the Federal Reserve’s target rate,” said Gavin Stephens, director of portfolio management at Goelzer Investment Management in Indiana, by phone.“So it gives you a more immediate picture of if the Federal Reserve has entered a restrictive state in terms of monetary policy and, thus, giving the possibility that economic growth is going to contract, which would be bad for stocks.”Stocks were lower Friday, but with the S&P 500 index SPX, +0.51% and the Nasdaq Composite Index COMP, -0.16% still up about 1.2% on the week. The three major indexes were 4.5% to 10.1% lower so far in 2022, according to FactSet.By watching the 10s and 2s TMUBMUSD02Y, 2.280% spread, “You are looking at the expectations of where Fed Reserve interest rate policy is going to be over a period of two years,” Stephens said. “So, effectively, it’s working with a lag.”On average, from the time the 10s and 2s curve inverts, until “there’s a recession, it’s almost two years,” he said, predicting that with unemployment recently pegged around 3.8% that, “this curve is going to invert when the economy is really strong.”The Federal Reserve Bank of San Francisco also called the 3-month TMUBMUSD03M, 0.535% and 10-year curve relationship its “preferred spread measure because it has the strongest predictive power for future recessions,” such as in 2019, back when the yield curve was more regularly flashing recession warning signs.“Did it see COVID coming?” Duffy said, of earlier yield curve inversions.A more likely catalyst was that investors already were on a recession watch, with the American economy in its longest expansion period on record.“There are a number of these curves that you need to look at in totality,” Duffy said. “We’ve always said look at many signals.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":311,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9039955443,"gmtCreate":1645902052043,"gmtModify":1676534073184,"author":{"id":"3581939971426189","authorId":"3581939971426189","name":"pokokoko","avatar":"https://static.tigerbbs.com/a2ecfa72bfcaf6497e5b5a50fa2b1fe7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581939971426189","authorIdStr":"3581939971426189"},"themes":[],"htmlText":"Polopy","listText":"Polopy","text":"Polopy","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9039955443","repostId":"1125580913","repostType":4,"isVote":1,"tweetType":1,"viewCount":286,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":120061039,"gmtCreate":1624288608321,"gmtModify":1703832638144,"author":{"id":"3581939971426189","authorId":"3581939971426189","name":"pokokoko","avatar":"https://static.tigerbbs.com/a2ecfa72bfcaf6497e5b5a50fa2b1fe7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581939971426189","authorIdStr":"3581939971426189"},"themes":[],"htmlText":"Cmon apes where u at!!&nbsp;","listText":"Cmon apes where u at!!&nbsp;","text":"Cmon apes where u at!!","images":[{"img":"https://static.tigerbbs.com/bbd378dc1e4e153ea5fde359626016ee","width":"1080","height":"2189"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":2,"commentSize":16,"repostSize":0,"link":"https://ttm.financial/post/120061039","isVote":1,"tweetType":1,"viewCount":326,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3573162818118967","authorId":"3573162818118967","name":"Pepeflabs","avatar":"https://static.tigerbbs.com/bb2ce4a85b6af8ab6f45834a991797c6","crmLevel":2,"crmLevelSwitch":1,"idStr":"3573162818118967","authorIdStr":"3573162818118967"},"content":"not a dead cat!","text":"not a dead cat!","html":"not a dead cat!"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9019819021,"gmtCreate":1648572286088,"gmtModify":1676534355980,"author":{"id":"3581939971426189","authorId":"3581939971426189","name":"pokokoko","avatar":"https://static.tigerbbs.com/a2ecfa72bfcaf6497e5b5a50fa2b1fe7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581939971426189","authorIdStr":"3581939971426189"},"themes":[],"htmlText":"Bbebe","listText":"Bbebe","text":"Bbebe","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9019819021","repostId":"1127392287","repostType":4,"repost":{"id":"1127392287","pubTimestamp":1648556072,"share":"https://ttm.financial/m/news/1127392287?lang=&edition=fundamental","pubTime":"2022-03-29 20:14","market":"us","language":"en","title":"Apple Stock: $3 Trillion Back in Focus","url":"https://stock-news.laohu8.com/highlight/detail?id=1127392287","media":"Bloomberg","summary":"Stock has risen 11 straight days, adding roughly $400 billionSeen earnings estimates upgraded; defie","content":"<html><head></head><body><ul><li>Stock has risen 11 straight days, adding roughly $400 billion</li><li>Seen earnings estimates upgraded; defies report of output cut</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f80d9929914ce9f818b327a539949945\" tg-width=\"1000\" tg-height=\"666\" referrerpolicy=\"no-referrer\"/><span>Apple iPhone SE 3 smartphones during the sales launch at the Apple Inc. flagship store in New York, U.S., on March 18.Photographer: Gabby Jones/Bloomberg</span></p><p>Apple Inc. shares are heading for their longest winning streak since 2003, when the iPhone hadn’t even launched andNokia Oyjwas still one of the top cellphone makers in the world.</p><p>Shares in the world’s largest company rose 0.2% premarket on Tuesday, extending gains to the 11th straight day -- a rare feat in its 41-year stock market history. During the streak, it has added $407 billion in market value, roughly the size of Walmart Inc.</p><p>Leading the charge in big technology stocks bouncing back after a dismal start to 2022, Apple has seen its earnings estimates being upgraded by 7.2% this year by analysts, much faster than other stocks in the Faang group. Shares have also managed to dodge a Nikkei report about production cuts, leaving the stock just 1% away from covering 2022 losses and 4.7% away from a $3 trillion market value.</p><p><img src=\"https://static.tigerbbs.com/cb13ef164329e3d13c595e46d3f0d2a2\" tg-width=\"930\" tg-height=\"523\" referrerpolicy=\"no-referrer\"/></p><p>The rally in big tech even as 10-year Treasury yields reached 2.5% has left investors scratching their heads. The Cupertino, California-based company is perhaps living up to its reputation as a relative haven in a turbulent time for tech.</p><p>For sales trader Jim Dixon at Mirabaud Securities, it’s the mom-and-pop investors behind the stunning rally. “Quite remarkable for a company trading on more than 28x forward earnings in a rising rates environments with supply chain issues/inflation,” he said.</p><p>Dixon also pointed to the implied volatility of the stock, which is at a discount to realized, commenting that  “investors are effectively saying that it is smooth sailing going forward.”</p><p>What’s more, on Sunday Apple bagged Best Picture Oscar for “CODA,” becoming the first streaming service to win Hollywood’s top award, beating out streaming pioneer Netflix Inc.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Stock: $3 Trillion Back in Focus</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Stock: $3 Trillion Back in Focus\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-29 20:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-03-29/apple-shares-set-for-the-longest-winning-streak-since-2003?srnd=premium><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stock has risen 11 straight days, adding roughly $400 billionSeen earnings estimates upgraded; defies report of output cutApple iPhone SE 3 smartphones during the sales launch at the Apple Inc. ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-03-29/apple-shares-set-for-the-longest-winning-streak-since-2003?srnd=premium\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.bloomberg.com/news/articles/2022-03-29/apple-shares-set-for-the-longest-winning-streak-since-2003?srnd=premium","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127392287","content_text":"Stock has risen 11 straight days, adding roughly $400 billionSeen earnings estimates upgraded; defies report of output cutApple iPhone SE 3 smartphones during the sales launch at the Apple Inc. flagship store in New York, U.S., on March 18.Photographer: Gabby Jones/BloombergApple Inc. shares are heading for their longest winning streak since 2003, when the iPhone hadn’t even launched andNokia Oyjwas still one of the top cellphone makers in the world.Shares in the world’s largest company rose 0.2% premarket on Tuesday, extending gains to the 11th straight day -- a rare feat in its 41-year stock market history. During the streak, it has added $407 billion in market value, roughly the size of Walmart Inc.Leading the charge in big technology stocks bouncing back after a dismal start to 2022, Apple has seen its earnings estimates being upgraded by 7.2% this year by analysts, much faster than other stocks in the Faang group. Shares have also managed to dodge a Nikkei report about production cuts, leaving the stock just 1% away from covering 2022 losses and 4.7% away from a $3 trillion market value.The rally in big tech even as 10-year Treasury yields reached 2.5% has left investors scratching their heads. The Cupertino, California-based company is perhaps living up to its reputation as a relative haven in a turbulent time for tech.For sales trader Jim Dixon at Mirabaud Securities, it’s the mom-and-pop investors behind the stunning rally. “Quite remarkable for a company trading on more than 28x forward earnings in a rising rates environments with supply chain issues/inflation,” he said.Dixon also pointed to the implied volatility of the stock, which is at a discount to realized, commenting that  “investors are effectively saying that it is smooth sailing going forward.”What’s more, on Sunday Apple bagged Best Picture Oscar for “CODA,” becoming the first streaming service to win Hollywood’s top award, beating out streaming pioneer Netflix Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":291,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9031765626,"gmtCreate":1646672096772,"gmtModify":1676534149257,"author":{"id":"3581939971426189","authorId":"3581939971426189","name":"pokokoko","avatar":"https://static.tigerbbs.com/a2ecfa72bfcaf6497e5b5a50fa2b1fe7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581939971426189","authorIdStr":"3581939971426189"},"themes":[],"htmlText":"Goid obe","listText":"Goid obe","text":"Goid obe","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9031765626","repostId":"2217417387","repostType":4,"repost":{"id":"2217417387","pubTimestamp":1646666247,"share":"https://ttm.financial/m/news/2217417387?lang=&edition=fundamental","pubTime":"2022-03-07 23:17","market":"us","language":"en","title":"1 Electric Vehicle Stock to Buy Hand Over Fist and 2 to Avoid Like the Plague","url":"https://stock-news.laohu8.com/highlight/detail?id=2217417387","media":"Motley Fool","summary":"Electric vehicles (EVs) could account for roughly half of all auto sales by 2030, but not every EV stock will be a winner.","content":"<html><head></head><body><p>It&#39;s not often that an entire industry is disrupted in <a href=\"https://laohu8.com/S/AONE.U\">one</a> fell swoop, but that&#39;s precisely what&#39;s happened to the once-stodgy auto industry. The electrification of consumer vehicles and enterprise fleets, and the desire by most countries to reduce their carbon footprints and halt climate change in its tracks, mean that we&#39;re witnessing the beginning of what could be a multidecade vehicle replacement cycle.</p><p>According to a survey conducted late last year by KPMG, the average forecast of the more than 1,000 global auto leaders KPMG spoke to was for worldwide electric vehicle (EV) sales to reach roughly 50% of all autos sold by 2030.  Meanwhile, a November report from Market Research Future calls for the EV industry to hit $957 billion in market value by 2030, which is more than quadruple its value at the end of 2021.</p><p>Although investing in EV growth looks like a no-brainer opportunity, not all stocks associated with the electrification of autos will be winners. While I believe one name can be bought hand over fist (I&#39;ll get to this company in a bit), there are two EV stocks that should be avoided like the plague.</p><p><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F669077%2F2022-rivian-r1t-22.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/></p><p><a href=\"https://laohu8.com/S/TWOA.U\">Two</a> all-electric Rivian R1Ts. Image source: Rivian Automotive.</p><h2>The first EV stock to avoid: Rivian Automotive</h2><p>On the surface, <b>Rivian Automotive</b> (NASDAQ:RIVN), which was one of 2021&#39;s hottest initial public offerings (IPOs), looks like it has the tools to be successful. The company will offer three differentiated vehicles -- the R1T pickup truck, the R1S SUV, and the EDV electric van -- with planned annual capacity ranging from 200,000 vehicles at its Illinois factory to 400,000 at its Georgia plant. The latter is an estimated figure, with Rivian spending a cool $5 billion to build the factory. Production is anticipated to begin by 2024.</p><p>Rivian also has an order for 100,000 EDVs from <b>Amazon</b>, which it received in 2019. The sheer size of this order has validated Rivian as a player of interest in the EV space for years.</p><p>But the flipside to Rivian is that it&#39;s still very wet behind the ears. The company produced only 1,015 EVs in 2021 and had its IPO with no trailing-12-month sales. It missed an already low production bar for 2021, and will likely deal with the same supply chain constraints affecting the entire industry. In other words, Rivian&#39;s trajectory is bound to hit numerous speed bumps and potholes. It&#39;s par for the course when building an EV company from the ground up.</p><p>Making matters worse, Rivian finds itself in hot water with the public after announcing, then walking back (for those who ordered before March 1), a price hike of $12,000 on its quad-motor models. Higher material costs are forcing automakers to boost prices. While Rivian was simply following the pack, a $12,000 price hike on vehicles that already cost $70,000 (or more) didn&#39;t sit well with customers. If Rivian isn&#39;t careful, it could price customers out of buying its vehicles.</p><p>While Rivian could eventually grow into an investment-worthy company in the EV space, it has little business being valued at $45 billion.</p><p><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F669077%2Fnikola-badger-2.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"420\" referrerpolicy=\"no-referrer\"/></p><p>The all-electric Nikola Badger got the ax before it even rolled off the production line. Image source: Nikola.</p><h2>The second EV stock to avoid: Nikola</h2><p>Well before Rivian was the hottest thing in the EV space, <b>Nikola</b> (NASDAQ:NKLA) was making waves. It was one of many companies that went public via a special purpose acquisition company (SPAC). On June 9, 2020, Nikola hit an intraday high of nearly $94 a share. Unfortunately, those same shares were trading hands for $7 and change as of March 3, 2022.</p><p>The initial buzz for Nikola had to do with its introduction of the Badger in February 2020. The Badger was to be a battery EV (BEV) or fuel-cell EV (FCEV) pickup truck with an estimated 600-mile range and a reasonably low $60,000 price tag. When coupled with Nikola&#39;s ambitions to also build BEV and FCEV semi trucks, Wall Street was enamored, at least initially, with the company&#39;s potential. Then the proverbial wheels fell off.</p><p>Over the course of the next year and a half, the Badger would be shelved before it even rolled off the production line. This was due, in part, to Nikola being unable to land a manufacturing partner for the truck. Though it looked as if <b>General Motors</b> would step up and be that partner, an eventual agreement between the two companies didn&#39;t include the Badger.</p><p>Worse yet, a handful of allegations of wrongdoing levied by short-side firm Hindenburg Research against Nikola proved to be true. An independent review found that pre-order figures were exaggerated. This resulted in a probe by the Securities and Exchange Commission, leading to former CEO Trevor Milton being indicted on three counts of fraud this past July.</p><p>Today, Nikola is only just beginning to deliver its first BEV semi trucks. Even though it&#39;s received a couple of letter-of-intent orders during the fourth quarter for its semi trucks, it&#39;s not clear if the company has the capital necessary to ramp up production and ward off significant quarterly losses. When coupled with its damaged reputation, Nikola becomes an easy pass for investors.</p><p><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F669077%2Fnio-et7-ev-sedan.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"393\" referrerpolicy=\"no-referrer\"/></p><p>The newly introduced Nio ET7 EV sedan. Image source: Nio.</p><h2>The EV stock to buy hand over fist: Nio</h2><p>On the other end of the spectrum is <b>Nio</b> (NYSE:NIO), which checks all the appropriate boxes and can be bought hand over fist following its recent pullback.</p><p>I&#39;ll freely admit that, a little over a year ago, I had Nio in the same camp as Nikola -- i.e., Avoid! Avoid! Avoid! At one point, Nio&#39;s valuation topped $90 billion with the company pacing for only around 20,000 EVs in production annually. Its valuation just didn&#39;t make any sense.</p><p>However, management has really impressed with its ability to boost production in a challenging environment. Though the Chinese New Year held back production in February, and supply chain issues curbed output in January, Nio managed to top 10,000 deliveries in both November and December. Management has offered guidance suggesting that the company can hit 50,000 deliveries monthly by the end of the year. This would work out to an annual run-rate of around 600,000 EVs.</p><p>Fueling this production surge is Nio&#39;s existing line of EVs, as well as the introduction of three new vehicles. Until now, the company&#39;s premium SUVs (the ES8 and ES6) and crossover EV (the ES6) have received plenty of interest. But the next wave of growth will come from the deliveries of the ET7 and ET5, which are EV sedans that take direct aim at <b>Tesla</b>&#39;s Model S and Model 3, respectively. With the top-tier battery option, Nio claims an estimated range of approximately 621 miles for its sedans.</p><p>Furthermore, the battery-as-a-service (BaaS) program that was unveiled in August 2020 by management is pure genius. For buyers, BaaS lowers the initial purchase price of their vehicle and gives them the option to charge, swap, or upgrade their batteries at a later date. For Nio, it trades lower-margin near-term sales for high-margin fee-based revenue (buyers pay a monthly fee for the BaaS program) that keeps buyers loyal to the brand.</p><p>And did I mention Nio is based in China, the world&#39;s largest auto market? The EV industry is still nascent in China, meaning market share is up for grabs.</p><p>With Nio expected to turn the corner to recurring profitability next year, and the company valued at just seven times Wall Street&#39;s forecast earnings per share in 2024, it looks like a screaming buy.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>1 Electric Vehicle Stock to Buy Hand Over Fist and 2 to Avoid Like the Plague</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\">\n1 Electric Vehicle Stock to Buy Hand Over Fist and 2 to Avoid Like the Plague\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-07 23:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/03/07/1-electric-vehicle-stock-buy-2-avoid-like-plague/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It's not often that an entire industry is disrupted in one fell swoop, but that's precisely what's happened to the once-stodgy auto industry. The electrification of consumer vehicles and enterprise ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/03/07/1-electric-vehicle-stock-buy-2-avoid-like-plague/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","NKLA":"Nikola Corporation","BK4526":"热门中概股","BK4574":"无人驾驶","BK4551":"寇图资本持仓","BK4505":"高瓴资本持仓","NIO":"蔚来","BK4581":"高盛持仓","BK4504":"桥水持仓","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓","RIVN":"Rivian Automotive, Inc.","BK4562":"SPAC上市公司","BK4532":"文艺复兴科技持仓","BK4531":"中概回港概念","BK4534":"瑞士信贷持仓","BK4509":"腾讯概念","BK4555":"新能源车","BK4149":"建筑机械与重型卡车"},"source_url":"https://www.fool.com/investing/2022/03/07/1-electric-vehicle-stock-buy-2-avoid-like-plague/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2217417387","content_text":"It's not often that an entire industry is disrupted in one fell swoop, but that's precisely what's happened to the once-stodgy auto industry. The electrification of consumer vehicles and enterprise fleets, and the desire by most countries to reduce their carbon footprints and halt climate change in its tracks, mean that we're witnessing the beginning of what could be a multidecade vehicle replacement cycle.According to a survey conducted late last year by KPMG, the average forecast of the more than 1,000 global auto leaders KPMG spoke to was for worldwide electric vehicle (EV) sales to reach roughly 50% of all autos sold by 2030.  Meanwhile, a November report from Market Research Future calls for the EV industry to hit $957 billion in market value by 2030, which is more than quadruple its value at the end of 2021.Although investing in EV growth looks like a no-brainer opportunity, not all stocks associated with the electrification of autos will be winners. While I believe one name can be bought hand over fist (I'll get to this company in a bit), there are two EV stocks that should be avoided like the plague.Two all-electric Rivian R1Ts. Image source: Rivian Automotive.The first EV stock to avoid: Rivian AutomotiveOn the surface, Rivian Automotive (NASDAQ:RIVN), which was one of 2021's hottest initial public offerings (IPOs), looks like it has the tools to be successful. The company will offer three differentiated vehicles -- the R1T pickup truck, the R1S SUV, and the EDV electric van -- with planned annual capacity ranging from 200,000 vehicles at its Illinois factory to 400,000 at its Georgia plant. The latter is an estimated figure, with Rivian spending a cool $5 billion to build the factory. Production is anticipated to begin by 2024.Rivian also has an order for 100,000 EDVs from Amazon, which it received in 2019. The sheer size of this order has validated Rivian as a player of interest in the EV space for years.But the flipside to Rivian is that it's still very wet behind the ears. The company produced only 1,015 EVs in 2021 and had its IPO with no trailing-12-month sales. It missed an already low production bar for 2021, and will likely deal with the same supply chain constraints affecting the entire industry. In other words, Rivian's trajectory is bound to hit numerous speed bumps and potholes. It's par for the course when building an EV company from the ground up.Making matters worse, Rivian finds itself in hot water with the public after announcing, then walking back (for those who ordered before March 1), a price hike of $12,000 on its quad-motor models. Higher material costs are forcing automakers to boost prices. While Rivian was simply following the pack, a $12,000 price hike on vehicles that already cost $70,000 (or more) didn't sit well with customers. If Rivian isn't careful, it could price customers out of buying its vehicles.While Rivian could eventually grow into an investment-worthy company in the EV space, it has little business being valued at $45 billion.The all-electric Nikola Badger got the ax before it even rolled off the production line. Image source: Nikola.The second EV stock to avoid: NikolaWell before Rivian was the hottest thing in the EV space, Nikola (NASDAQ:NKLA) was making waves. It was one of many companies that went public via a special purpose acquisition company (SPAC). On June 9, 2020, Nikola hit an intraday high of nearly $94 a share. Unfortunately, those same shares were trading hands for $7 and change as of March 3, 2022.The initial buzz for Nikola had to do with its introduction of the Badger in February 2020. The Badger was to be a battery EV (BEV) or fuel-cell EV (FCEV) pickup truck with an estimated 600-mile range and a reasonably low $60,000 price tag. When coupled with Nikola's ambitions to also build BEV and FCEV semi trucks, Wall Street was enamored, at least initially, with the company's potential. Then the proverbial wheels fell off.Over the course of the next year and a half, the Badger would be shelved before it even rolled off the production line. This was due, in part, to Nikola being unable to land a manufacturing partner for the truck. Though it looked as if General Motors would step up and be that partner, an eventual agreement between the two companies didn't include the Badger.Worse yet, a handful of allegations of wrongdoing levied by short-side firm Hindenburg Research against Nikola proved to be true. An independent review found that pre-order figures were exaggerated. This resulted in a probe by the Securities and Exchange Commission, leading to former CEO Trevor Milton being indicted on three counts of fraud this past July.Today, Nikola is only just beginning to deliver its first BEV semi trucks. Even though it's received a couple of letter-of-intent orders during the fourth quarter for its semi trucks, it's not clear if the company has the capital necessary to ramp up production and ward off significant quarterly losses. When coupled with its damaged reputation, Nikola becomes an easy pass for investors.The newly introduced Nio ET7 EV sedan. Image source: Nio.The EV stock to buy hand over fist: NioOn the other end of the spectrum is Nio (NYSE:NIO), which checks all the appropriate boxes and can be bought hand over fist following its recent pullback.I'll freely admit that, a little over a year ago, I had Nio in the same camp as Nikola -- i.e., Avoid! Avoid! Avoid! At one point, Nio's valuation topped $90 billion with the company pacing for only around 20,000 EVs in production annually. Its valuation just didn't make any sense.However, management has really impressed with its ability to boost production in a challenging environment. Though the Chinese New Year held back production in February, and supply chain issues curbed output in January, Nio managed to top 10,000 deliveries in both November and December. Management has offered guidance suggesting that the company can hit 50,000 deliveries monthly by the end of the year. This would work out to an annual run-rate of around 600,000 EVs.Fueling this production surge is Nio's existing line of EVs, as well as the introduction of three new vehicles. Until now, the company's premium SUVs (the ES8 and ES6) and crossover EV (the ES6) have received plenty of interest. But the next wave of growth will come from the deliveries of the ET7 and ET5, which are EV sedans that take direct aim at Tesla's Model S and Model 3, respectively. With the top-tier battery option, Nio claims an estimated range of approximately 621 miles for its sedans.Furthermore, the battery-as-a-service (BaaS) program that was unveiled in August 2020 by management is pure genius. For buyers, BaaS lowers the initial purchase price of their vehicle and gives them the option to charge, swap, or upgrade their batteries at a later date. For Nio, it trades lower-margin near-term sales for high-margin fee-based revenue (buyers pay a monthly fee for the BaaS program) that keeps buyers loyal to the brand.And did I mention Nio is based in China, the world's largest auto market? The EV industry is still nascent in China, meaning market share is up for grabs.With Nio expected to turn the corner to recurring profitability next year, and the company valued at just seven times Wall Street's forecast earnings per share in 2024, it looks like a screaming buy.","news_type":1},"isVote":1,"tweetType":1,"viewCount":166,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9047439383,"gmtCreate":1656955951642,"gmtModify":1676535921389,"author":{"id":"3581939971426189","authorId":"3581939971426189","name":"pokokoko","avatar":"https://static.tigerbbs.com/a2ecfa72bfcaf6497e5b5a50fa2b1fe7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581939971426189","authorIdStr":"3581939971426189"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/Y92.SI\">$THAI BEVERAGE PUBLIC CO LTD(Y92.SI)$</a>Wow","listText":"<a href=\"https://ttm.financial/S/Y92.SI\">$THAI BEVERAGE PUBLIC CO LTD(Y92.SI)$</a>Wow","text":"$THAI BEVERAGE PUBLIC CO LTD(Y92.SI)$Wow","images":[{"img":"https://community-static.tradeup.com/news/9f73cf1052cd6560af77452e627c75c6","width":"1080","height":"1920"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9047439383","isVote":1,"tweetType":1,"viewCount":370,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9060580264,"gmtCreate":1651169724509,"gmtModify":1676534862493,"author":{"id":"3581939971426189","authorId":"3581939971426189","name":"pokokoko","avatar":"https://static.tigerbbs.com/a2ecfa72bfcaf6497e5b5a50fa2b1fe7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581939971426189","authorIdStr":"3581939971426189"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9060580264","repostId":"2230611412","repostType":4,"repost":{"id":"2230611412","pubTimestamp":1651149968,"share":"https://ttm.financial/m/news/2230611412?lang=&edition=fundamental","pubTime":"2022-04-28 20:46","market":"us","language":"en","title":"3 Stocks That Could Be Worth More Than Tesla by 2030","url":"https://stock-news.laohu8.com/highlight/detail?id=2230611412","media":"Motley Fool","summary":"These proven winners could surpass electric vehicle (EV) kingpin Tesla within eight years.","content":"<html><head></head><body><p>The stock market is more dynamic than you probably realize. History has consistently shown that, due to innovation and execution, today&#39;s largest publicly traded companies are unlikely to retain their pedestal position for a significant length of time.</p><p>As an example, just one of the 10 largest publicly traded companies in 1999 is still in the top 10 (<b>Microsoft</b>). Meanwhile, previous giants like <b>Intel</b>, <b>Nokia</b>, and <b>American International Group</b> have fallen far down the pecking order, in terms of market cap.</p><p>Chances are that electric vehicle (EV) kingpin <b>Tesla</b> will also be dethroned as one of the world&#39;s largest publicly traded companies.</p><p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F675971%2Fsearching-for-stocks-with-magnifying-glass-getty.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"462\" width=\"100%\" height=\"auto\"/><span>Image source: Getty Images.</span></p><h2>Tesla is the fifth-largest publicly traded stock... for now</h2><p>As of the closing bell last week, a single share of Tesla would set an investor back more than $1,000, which equates to a hearty market cap of $1.04 trillion. That makes Tesla the fifth-largest publicly traded company in the U.S., and only the sixth to ever reach the $1 trillion valuation plateau.</p><p>There are certainly valid reasons why Tesla&#39;s shares have skyrocketed over the past decade. For instance, it&#39;s the first automaker in over five decades that built itself from the ground up and reached mass production. In the first quarter, Tesla produced more than 305,000 EVs and delivered just north of 310,000 EVs. That puts it on track to easily surpass 1 million EVs produced and delivered in 2022.</p><p>To add to this point, Tesla&#39;s first-quarter operating results featured its largest quarterly profit in history. Despite supply chain challenges, Tesla generated $3.32 billion in net income in Q1 2022, which was a 658% improvement from the prior-year period.</p><p>But there are also plenty of reasons to believe Tesla&#39;s market cap, which is equal to most auto stocks on a <i>combined basis</i>, is due for a reversion. Although the company has been riding competitive advantages with regard to production, power, range, and battery capacity, competition is beginning to catch up. For instance, a handful of EVs offer better range than Tesla&#39;s flagship sedans (the Model 3 and Model S).</p><p>Another point of concern is CEO Elon Musk. While there&#39;s no question he&#39;s a visionary, he&#39;s also an unwanted distraction at times. Musk has a habit of overpromising and under-delivering when it comes to the launch of new technology or new EVs, and his side projects arguably get in the way of overseeing Tesla&#39;s operations.</p><p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F675971%2F17171920167_b5afce5167_k.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"/><span>Berkshire Hathaway CEO, Warren Buffett. Image source: The Motley Fool.</span></p><h2>These stocks could surpass Tesla over the next eight years</h2><p>In other words, there&#39;s a very real chance Tesla&#39;s valuation could deflate by 2030 and other publicly traded stocks could surpass it. What follows are three stocks that could be worth more than Tesla by the turn of the decade.</p><h2>The logical choice: Berkshire Hathaway</h2><p>The no-brainer choice to surpass Tesla in market cap by (or well before) 2030 is Warren Buffett&#39;s conglomerate, <b>Berkshire Hathaway</b>. Berkshire would need to gain about $300 billion in market cap to catch Tesla, as of this past weekend.</p><p>Historically, Buffett&#39;s company has been virtually unstoppable. Even though Berkshire Hathaway doesn&#39;t increase in value every year, Buffett has overseen an average annual return of better than 20% since taking the helm as CEO in 1965. Put another way, shareholders have doubled their money holding Berkshire Hathaway stock, on average, every 3.6 years for close to six decades.</p><p>One of the key reasons Berkshire Hathaway is such a success -- aside from being led by Warren Buffett -- is due to its investment portfolio being packed with cyclical companies. Cyclical businesses perform well when the U.S. and global economy are expanding and struggle when recessions arise. The thing is, recessions typically last for a few months or a couple of quarters, whereas economic expansions are often measured in years. Buffett and his investing team are playing a simple numbers game where patience is the not-so-secret ingredient to wealth-building.</p><p>Berkshire Hathaway is also raking in passive income. This year alone, Buffett&#39;s company is on pace to collect well north of $5 billion in dividend income. Over $4 billion in payouts will come from just a half-dozen holdings. This dividend income allows Berkshire to thrive in virtually any economic environment.</p><p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F675971%2Fcredit-card-credit-score-debt-consumption-getty.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"531\" width=\"100%\" height=\"auto\"/><span>Image source: Getty Images.</span></p><h2>If everything went just right: <a href=\"https://laohu8.com/S/V\">Visa</a></h2><p>A second well-known stock that has all the tools necessary to surpass Tesla&#39;s market cap, but would need things to continue to go its way, is payment processor <b>Visa</b>. To leapfrog Tesla, Visa must make up a nearly $590 billion valuation gap.</p><p>Arguably the biggest challenge is going to be the emergence of blockchain technology, as well as the rise of digital payment platforms. Blockchain offers a way to circumvent banks and financial institutions to process payments quickly and cheaply. Visa is a payment processor on traditional merchant networks and will need payments to continue to flow through those channels if it&#39;s to have any chance of surpassing Tesla&#39;s market cap.</p><p>Similar to Berkshire Hathaway, Visa benefits from the cyclical nature of financial stocks. Since economic expansions last disproportionately longer than contractions and recessions, Visa spends most of its time benefiting from an increase in consumer and enterprise spending. In the U.S., the largest market for consumption in the world, Visa holds a 54% share of credit card network purchase volume, as of 2020.</p><p>Additionally, Visa acts purely as a payment processor and not a lender. Although lending would generate net interest income and fee revenue, it would also expose Visa to loan delinquencies during recessions. Since there&#39;s no loan exposure, there&#39;s no need for the company to set aside capital to cover possible losses during recessions. This is a big reason why Visa&#39;s profit margin is consistently above 50%.</p><p>With the majority of global transactions still being conducted in cash, Visa&#39;s growth runway remains robust.</p><p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F675971%2Fsemiconductor-chip-equipment-5g-electronics-fab-wafer-manufacturing-getty.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"393\" width=\"100%\" height=\"auto\"/><span>Image source: Getty Images.</span></p><h2>The long shot: Broadcom</h2><p>Lastly, the long shot of the group to surpass Tesla&#39;s market cap by 2030 is semiconductor solutions company <b>Broadcom</b>. With a market cap of $240 billion, Broadcom would need to more than quadruple just to catch Tesla at its current valuation.</p><p>The reason I&#39;ve classified Broadcom as a &#34;long shot&#34; is the cyclical nature of the semiconductor industry. Even though periods of expansion handily outlast contractions and recessions, Wall Street has typically kept a low ceiling on price-to-earnings multiples for large chipmakers.</p><p>On the other hand, there are multiple avenues for Broadcom to generate high-single-digit to low-double-digit annual sales growth throughout the decade. Currently, it generates the bulk of its revenue from wireless chips and assorted solutions used in next-generation smartphones. Telecom companies upgrading wireless infrastructure to 5G should lead to a multiyear device replacement cycle that keeps demand and pricing power high for Broadcom&#39;s smartphone solutions.</p><p>However, it&#39;s the company&#39;s ancillary opportunities that could hold the key to surpassing Tesla. For example, Broadcom supplies connectivity and access chips used in data centers. With businesses shifting their data and that of their clients into the cloud at an accelerated pace in the wake of the pandemic, data center demand shouldn&#39;t slow anytime soon. Broadcom supplies chips used in next-gen vehicles, too.</p><p>A final factor working in Broadcom&#39;s favor is its historically high backlog of $14.9 billion. This is a company that&#39;s booking production well into 2023, according to CEO Hock Tan. If Broadcom can maintain a large backlog of orders, its operating cash flow and valuation can steadily increase.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Stocks That Could Be Worth More Than Tesla by 2030</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Stocks That Could Be Worth More Than Tesla by 2030\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-28 20:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/04/28/3-stocks-could-be-worth-more-than-tesla-by-2030/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The stock market is more dynamic than you probably realize. History has consistently shown that, due to innovation and execution, today's largest publicly traded companies are unlikely to retain their...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/28/3-stocks-could-be-worth-more-than-tesla-by-2030/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4548":"巴美列捷福持仓","BK4574":"无人驾驶","BRK.A":"伯克希尔","BK4551":"寇图资本持仓","BK4534":"瑞士信贷持仓","BRK.B":"伯克希尔B","TSLA":"特斯拉","BK4550":"红杉资本持仓","BK4555":"新能源车","BK4581":"高盛持仓","V":"Visa","AVGO":"博通"},"source_url":"https://www.fool.com/investing/2022/04/28/3-stocks-could-be-worth-more-than-tesla-by-2030/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2230611412","content_text":"The stock market is more dynamic than you probably realize. History has consistently shown that, due to innovation and execution, today's largest publicly traded companies are unlikely to retain their pedestal position for a significant length of time.As an example, just one of the 10 largest publicly traded companies in 1999 is still in the top 10 (Microsoft). Meanwhile, previous giants like Intel, Nokia, and American International Group have fallen far down the pecking order, in terms of market cap.Chances are that electric vehicle (EV) kingpin Tesla will also be dethroned as one of the world's largest publicly traded companies.Image source: Getty Images.Tesla is the fifth-largest publicly traded stock... for nowAs of the closing bell last week, a single share of Tesla would set an investor back more than $1,000, which equates to a hearty market cap of $1.04 trillion. That makes Tesla the fifth-largest publicly traded company in the U.S., and only the sixth to ever reach the $1 trillion valuation plateau.There are certainly valid reasons why Tesla's shares have skyrocketed over the past decade. For instance, it's the first automaker in over five decades that built itself from the ground up and reached mass production. In the first quarter, Tesla produced more than 305,000 EVs and delivered just north of 310,000 EVs. That puts it on track to easily surpass 1 million EVs produced and delivered in 2022.To add to this point, Tesla's first-quarter operating results featured its largest quarterly profit in history. Despite supply chain challenges, Tesla generated $3.32 billion in net income in Q1 2022, which was a 658% improvement from the prior-year period.But there are also plenty of reasons to believe Tesla's market cap, which is equal to most auto stocks on a combined basis, is due for a reversion. Although the company has been riding competitive advantages with regard to production, power, range, and battery capacity, competition is beginning to catch up. For instance, a handful of EVs offer better range than Tesla's flagship sedans (the Model 3 and Model S).Another point of concern is CEO Elon Musk. While there's no question he's a visionary, he's also an unwanted distraction at times. Musk has a habit of overpromising and under-delivering when it comes to the launch of new technology or new EVs, and his side projects arguably get in the way of overseeing Tesla's operations.Berkshire Hathaway CEO, Warren Buffett. Image source: The Motley Fool.These stocks could surpass Tesla over the next eight yearsIn other words, there's a very real chance Tesla's valuation could deflate by 2030 and other publicly traded stocks could surpass it. What follows are three stocks that could be worth more than Tesla by the turn of the decade.The logical choice: Berkshire HathawayThe no-brainer choice to surpass Tesla in market cap by (or well before) 2030 is Warren Buffett's conglomerate, Berkshire Hathaway. Berkshire would need to gain about $300 billion in market cap to catch Tesla, as of this past weekend.Historically, Buffett's company has been virtually unstoppable. Even though Berkshire Hathaway doesn't increase in value every year, Buffett has overseen an average annual return of better than 20% since taking the helm as CEO in 1965. Put another way, shareholders have doubled their money holding Berkshire Hathaway stock, on average, every 3.6 years for close to six decades.One of the key reasons Berkshire Hathaway is such a success -- aside from being led by Warren Buffett -- is due to its investment portfolio being packed with cyclical companies. Cyclical businesses perform well when the U.S. and global economy are expanding and struggle when recessions arise. The thing is, recessions typically last for a few months or a couple of quarters, whereas economic expansions are often measured in years. Buffett and his investing team are playing a simple numbers game where patience is the not-so-secret ingredient to wealth-building.Berkshire Hathaway is also raking in passive income. This year alone, Buffett's company is on pace to collect well north of $5 billion in dividend income. Over $4 billion in payouts will come from just a half-dozen holdings. This dividend income allows Berkshire to thrive in virtually any economic environment.Image source: Getty Images.If everything went just right: VisaA second well-known stock that has all the tools necessary to surpass Tesla's market cap, but would need things to continue to go its way, is payment processor Visa. To leapfrog Tesla, Visa must make up a nearly $590 billion valuation gap.Arguably the biggest challenge is going to be the emergence of blockchain technology, as well as the rise of digital payment platforms. Blockchain offers a way to circumvent banks and financial institutions to process payments quickly and cheaply. Visa is a payment processor on traditional merchant networks and will need payments to continue to flow through those channels if it's to have any chance of surpassing Tesla's market cap.Similar to Berkshire Hathaway, Visa benefits from the cyclical nature of financial stocks. Since economic expansions last disproportionately longer than contractions and recessions, Visa spends most of its time benefiting from an increase in consumer and enterprise spending. In the U.S., the largest market for consumption in the world, Visa holds a 54% share of credit card network purchase volume, as of 2020.Additionally, Visa acts purely as a payment processor and not a lender. Although lending would generate net interest income and fee revenue, it would also expose Visa to loan delinquencies during recessions. Since there's no loan exposure, there's no need for the company to set aside capital to cover possible losses during recessions. This is a big reason why Visa's profit margin is consistently above 50%.With the majority of global transactions still being conducted in cash, Visa's growth runway remains robust.Image source: Getty Images.The long shot: BroadcomLastly, the long shot of the group to surpass Tesla's market cap by 2030 is semiconductor solutions company Broadcom. With a market cap of $240 billion, Broadcom would need to more than quadruple just to catch Tesla at its current valuation.The reason I've classified Broadcom as a \"long shot\" is the cyclical nature of the semiconductor industry. Even though periods of expansion handily outlast contractions and recessions, Wall Street has typically kept a low ceiling on price-to-earnings multiples for large chipmakers.On the other hand, there are multiple avenues for Broadcom to generate high-single-digit to low-double-digit annual sales growth throughout the decade. Currently, it generates the bulk of its revenue from wireless chips and assorted solutions used in next-generation smartphones. Telecom companies upgrading wireless infrastructure to 5G should lead to a multiyear device replacement cycle that keeps demand and pricing power high for Broadcom's smartphone solutions.However, it's the company's ancillary opportunities that could hold the key to surpassing Tesla. For example, Broadcom supplies connectivity and access chips used in data centers. With businesses shifting their data and that of their clients into the cloud at an accelerated pace in the wake of the pandemic, data center demand shouldn't slow anytime soon. Broadcom supplies chips used in next-gen vehicles, too.A final factor working in Broadcom's favor is its historically high backlog of $14.9 billion. This is a company that's booking production well into 2023, according to CEO Hock Tan. If Broadcom can maintain a large backlog of orders, its operating cash flow and valuation can steadily increase.","news_type":1},"isVote":1,"tweetType":1,"viewCount":346,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9035187531,"gmtCreate":1647548575565,"gmtModify":1676534242019,"author":{"id":"3581939971426189","authorId":"3581939971426189","name":"pokokoko","avatar":"https://static.tigerbbs.com/a2ecfa72bfcaf6497e5b5a50fa2b1fe7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581939971426189","authorIdStr":"3581939971426189"},"themes":[],"htmlText":"V","listText":"V","text":"V","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9035187531","repostId":"1119772041","repostType":4,"repost":{"id":"1119772041","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":1647527944,"share":"https://ttm.financial/m/news/1119772041?lang=&edition=fundamental","pubTime":"2022-03-17 22:39","market":"us","language":"en","title":"Gold Stocks Gained in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1119772041","media":"Tiger Newspress","summary":"Barrick Gold, GoldMining, Newmont, Royal and Kinross rose between 1% and 9%.","content":"<html><head></head><body><p>Barrick Gold, GoldMining, Newmont, Royal and Kinross rose between 1% and 9%.<img src=\"https://static.tigerbbs.com/2923544b75da4ce0c673fbad8c5aff34\" tg-width=\"601\" tg-height=\"401\" width=\"100%\" height=\"auto\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Gold Stocks Gained 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\">\nGold Stocks Gained in Morning Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-03-17 22:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Barrick Gold, GoldMining, Newmont, Royal and Kinross rose between 1% and 9%.<img src=\"https://static.tigerbbs.com/2923544b75da4ce0c673fbad8c5aff34\" tg-width=\"601\" tg-height=\"401\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NEM":"纽曼矿业","KGC":"金罗斯黄金","GOLD":"巴里克黄金","RGLD":"皇家黄金","GLDG":"GoldMining Inc"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119772041","content_text":"Barrick Gold, GoldMining, Newmont, Royal and Kinross rose between 1% and 9%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":209,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9030715618,"gmtCreate":1645811830887,"gmtModify":1676534066572,"author":{"id":"3581939971426189","authorId":"3581939971426189","name":"pokokoko","avatar":"https://static.tigerbbs.com/a2ecfa72bfcaf6497e5b5a50fa2b1fe7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581939971426189","authorIdStr":"3581939971426189"},"themes":[],"htmlText":"Poke","listText":"Poke","text":"Poke","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9030715618","repostId":"1191102724","repostType":4,"repost":{"id":"1191102724","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":1645799616,"share":"https://ttm.financial/m/news/1191102724?lang=&edition=fundamental","pubTime":"2022-02-25 22:33","market":"us","language":"en","title":"U.S. Stocks Edge Higher Friday, Building on Thursday’s Sharp Reversal","url":"https://stock-news.laohu8.com/highlight/detail?id=1191102724","media":"Tiger Newspress","summary":"Stocks rose Friday, erasing losses earlier in the session, as investors continued to assess the fina","content":"<html><head></head><body><p>Stocks rose Friday, erasing losses earlier in the session, as investors continued to assess the financial risks stemming from Russia’s invasion of Ukraine.</p><p>The Dow Jones Industrial Average added about 130 points, or 0.4%. The S&amp;P 500 inched up 0.3% and the Nasdaq Composite rose 0.1%.</p><p>“With a broader Russian invasion of Ukraine underway, the potential geopolitical, economic, and asset implications of the conflict between Russia and the West over Ukraine are once again Top of Mind,” Goldman Sachs’ Allison Nathan said in a note.</p><p>Russia is closing inon the Ukrainian capital of Kyiv, according to Ukrainian officials. The capital had been hit by “horrific Russian rocket strikes,” Ukrainian Foreign Minister Dmytro Kuleba said. That came a day after U.S. Secretary of State Antony Blinken told CBS that Kyiv “could well be under siege” soon.</p><p>Market sentiment got a boost after multiple reports that Russian President Vladimir Putin is ready to send a delegation to Belarusian capital Minsk for negotiations with Ukraine.</p><p>European Union leaders are discussing imposing sanctions on any European assets held by Putin and Foreign Minister Sergey Lavrov, two sources told CNBC’s Silvia Amaro. It is not clear whether Putin or Lavrov own any significant assets in the EU.</p><p>On the data front, the core personal consumption expenditures price index, the Federal Reserve’s primary inflation gauge, rose 5.2% from a year ago, the Commerce Department reported Friday. Economists surveyed by Dow Jones expected a 5.1% print.</p><p>Government bond yields were slightly higher Friday after falling Thursday. Yields move opposite prices. The benchmark 10-year Treasury note yield on Friday rose above 2%, before easing to the 1.97% level.</p><p>Etsy shares rose more than 16% in the premarket after the online marketplace’s quarterly results beat analyst estimates.</p><p>Shares of Beyond Meat tumbled more than 8% in early morning trading Friday after the alternative meat producer reported a wider-than-expected loss and shrinking revenue for its fourth quarter.</p><p>“Russia invading Ukraine has added to an already tense year, with investors selling first and asking questions later,” said LPL Financial Chief Market Strategist Ryan Detrick. “But it is important to know that past major geopolitical events were usually short-term market issues, especially if the economy was on solid footing.”</p><p>The major averages are on track for their third negative week in a row amid escalated geopolitical tensions and worries over monetary policy. The Dow is down 2.5% this week, on pace for its worst weekly performance since Jan. 21. The S&amp;P 500 and the Nasdaq have fallen 1.5% and 0.6% this week, respectively.</p><p>All three averages are still in correction territory, or down 10% or more from their respective record highs. The Nasdaq opened Thursday’s session in bear market territory, down more than 20% from its record high in November</p><p>“While there may be some additional volatility in the short term, these dislocation events historically present opportunities, as long as recession doesn’t follow,” said Cliff Hodge, CIO at Cornerstone Wealth. “Higher energy prices will also support sticky inflation which may keep pressure on the Fed to stay on course.”</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. Stocks Edge Higher Friday, Building on Thursday’s Sharp Reversal</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. Stocks Edge Higher Friday, Building on Thursday’s Sharp Reversal\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-02-25 22:33</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Stocks rose Friday, erasing losses earlier in the session, as investors continued to assess the financial risks stemming from Russia’s invasion of Ukraine.</p><p>The Dow Jones Industrial Average added about 130 points, or 0.4%. The S&amp;P 500 inched up 0.3% and the Nasdaq Composite rose 0.1%.</p><p>“With a broader Russian invasion of Ukraine underway, the potential geopolitical, economic, and asset implications of the conflict between Russia and the West over Ukraine are once again Top of Mind,” Goldman Sachs’ Allison Nathan said in a note.</p><p>Russia is closing inon the Ukrainian capital of Kyiv, according to Ukrainian officials. The capital had been hit by “horrific Russian rocket strikes,” Ukrainian Foreign Minister Dmytro Kuleba said. That came a day after U.S. Secretary of State Antony Blinken told CBS that Kyiv “could well be under siege” soon.</p><p>Market sentiment got a boost after multiple reports that Russian President Vladimir Putin is ready to send a delegation to Belarusian capital Minsk for negotiations with Ukraine.</p><p>European Union leaders are discussing imposing sanctions on any European assets held by Putin and Foreign Minister Sergey Lavrov, two sources told CNBC’s Silvia Amaro. It is not clear whether Putin or Lavrov own any significant assets in the EU.</p><p>On the data front, the core personal consumption expenditures price index, the Federal Reserve’s primary inflation gauge, rose 5.2% from a year ago, the Commerce Department reported Friday. Economists surveyed by Dow Jones expected a 5.1% print.</p><p>Government bond yields were slightly higher Friday after falling Thursday. Yields move opposite prices. The benchmark 10-year Treasury note yield on Friday rose above 2%, before easing to the 1.97% level.</p><p>Etsy shares rose more than 16% in the premarket after the online marketplace’s quarterly results beat analyst estimates.</p><p>Shares of Beyond Meat tumbled more than 8% in early morning trading Friday after the alternative meat producer reported a wider-than-expected loss and shrinking revenue for its fourth quarter.</p><p>“Russia invading Ukraine has added to an already tense year, with investors selling first and asking questions later,” said LPL Financial Chief Market Strategist Ryan Detrick. “But it is important to know that past major geopolitical events were usually short-term market issues, especially if the economy was on solid footing.”</p><p>The major averages are on track for their third negative week in a row amid escalated geopolitical tensions and worries over monetary policy. The Dow is down 2.5% this week, on pace for its worst weekly performance since Jan. 21. The S&amp;P 500 and the Nasdaq have fallen 1.5% and 0.6% this week, respectively.</p><p>All three averages are still in correction territory, or down 10% or more from their respective record highs. The Nasdaq opened Thursday’s session in bear market territory, down more than 20% from its record high in November</p><p>“While there may be some additional volatility in the short term, these dislocation events historically present opportunities, as long as recession doesn’t follow,” said Cliff Hodge, CIO at Cornerstone Wealth. “Higher energy prices will also support sticky inflation which may keep pressure on the Fed to stay on course.”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191102724","content_text":"Stocks rose Friday, erasing losses earlier in the session, as investors continued to assess the financial risks stemming from Russia’s invasion of Ukraine.The Dow Jones Industrial Average added about 130 points, or 0.4%. The S&P 500 inched up 0.3% and the Nasdaq Composite rose 0.1%.“With a broader Russian invasion of Ukraine underway, the potential geopolitical, economic, and asset implications of the conflict between Russia and the West over Ukraine are once again Top of Mind,” Goldman Sachs’ Allison Nathan said in a note.Russia is closing inon the Ukrainian capital of Kyiv, according to Ukrainian officials. The capital had been hit by “horrific Russian rocket strikes,” Ukrainian Foreign Minister Dmytro Kuleba said. That came a day after U.S. Secretary of State Antony Blinken told CBS that Kyiv “could well be under siege” soon.Market sentiment got a boost after multiple reports that Russian President Vladimir Putin is ready to send a delegation to Belarusian capital Minsk for negotiations with Ukraine.European Union leaders are discussing imposing sanctions on any European assets held by Putin and Foreign Minister Sergey Lavrov, two sources told CNBC’s Silvia Amaro. It is not clear whether Putin or Lavrov own any significant assets in the EU.On the data front, the core personal consumption expenditures price index, the Federal Reserve’s primary inflation gauge, rose 5.2% from a year ago, the Commerce Department reported Friday. Economists surveyed by Dow Jones expected a 5.1% print.Government bond yields were slightly higher Friday after falling Thursday. Yields move opposite prices. The benchmark 10-year Treasury note yield on Friday rose above 2%, before easing to the 1.97% level.Etsy shares rose more than 16% in the premarket after the online marketplace’s quarterly results beat analyst estimates.Shares of Beyond Meat tumbled more than 8% in early morning trading Friday after the alternative meat producer reported a wider-than-expected loss and shrinking revenue for its fourth quarter.“Russia invading Ukraine has added to an already tense year, with investors selling first and asking questions later,” said LPL Financial Chief Market Strategist Ryan Detrick. “But it is important to know that past major geopolitical events were usually short-term market issues, especially if the economy was on solid footing.”The major averages are on track for their third negative week in a row amid escalated geopolitical tensions and worries over monetary policy. The Dow is down 2.5% this week, on pace for its worst weekly performance since Jan. 21. The S&P 500 and the Nasdaq have fallen 1.5% and 0.6% this week, respectively.All three averages are still in correction territory, or down 10% or more from their respective record highs. The Nasdaq opened Thursday’s session in bear market territory, down more than 20% from its record high in November“While there may be some additional volatility in the short term, these dislocation events historically present opportunities, as long as recession doesn’t follow,” said Cliff Hodge, CIO at Cornerstone Wealth. “Higher energy prices will also support sticky inflation which may keep pressure on the Fed to stay on course.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":89,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9097990033,"gmtCreate":1645306652571,"gmtModify":1676534016350,"author":{"id":"3581939971426189","authorId":"3581939971426189","name":"pokokoko","avatar":"https://static.tigerbbs.com/a2ecfa72bfcaf6497e5b5a50fa2b1fe7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581939971426189","authorIdStr":"3581939971426189"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9097990033","repostId":"2212268576","repostType":4,"repost":{"id":"2212268576","pubTimestamp":1645227827,"share":"https://ttm.financial/m/news/2212268576?lang=&edition=fundamental","pubTime":"2022-02-19 07:43","market":"us","language":"en","title":"The Smartest Stocks to Buy if the Stock Market Plunges","url":"https://stock-news.laohu8.com/highlight/detail?id=2212268576","media":"Motley Fool","summary":"When crashes and corrections rear their head, so does the opportunity for investors.","content":"<html><head></head><body><p>Since the beginning of the year, Wall Street and investors have been given a reminder that stock market crashes and corrections are perfectly normal occurrences. The double-digit percentage decline the <b>S&amp;P 500</b> experienced in January marks the 39th correction of at least 10% for the widely followed index since the beginning of 1950.</p><p>But where there are crashes and corrections, there&#39;s also opportunity. That&#39;s because every sizable decline in the S&amp;P 500 has eventually been put in the rearview mirror by a bull market rally. If the broader market were to continue to plunge, the following four companies would be some of the smartest stocks to buy.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1b5364080a57bed47540a161b8615747\" tg-width=\"700\" tg-height=\"472\" width=\"100%\" height=\"auto\"/><span>Image source: Getty Images.</span></p><h2>Berkshire Hathaway</h2><p>In a world where growth stocks have dominated, perhaps no company has more consistently outperformed the broader market for decades than <b>Berkshire Hathaway</b> (NYSE:BRK.A)(NYSE:BRK.B).</p><p>Berkshire might not be a household name, but its CEO, billionaire Warren Buffett, certainly is. Since taking the reins in 1965, Buffett has led his company&#39;s Class A shares (BRK.A) to an average annual gain of better than 20%. In aggregate, we&#39;re talking about a total gain of around 3,800,000% in 57 years.</p><p>One of the key reasons the Oracle of Omaha is such a successful investor is due to his company&#39;s focus on cyclical businesses. Cyclical companies thrive when the economy is running on all cylinders and struggle when recessions arise. Buffett fully understands that recessions typically last for a few months to a couple of quarters. Comparatively, periods of expansion usually last for years, if not a decade. Warren Buffett is allowing time to be his ally and playing a simple numbers game that works in favor of ultra-long-term investors.</p><p>The other not-so-subtle secret to Berkshire Hathaway&#39;s outperformance is dividend income. This year, Buffett&#39;s company is on pace to collect over $5 billion in payouts, which works out to a yield relative to cost of around 5%. Dividend stocks are almost always profitable and time-tested. This means Buffett and his team have packed Berkshire&#39;s portfolio with successful businesses that can navigate whatever the U.S. economy and stock market throw their way.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b13f98298635a74f4491a99bf47eeded\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"/><span>Image source: Getty Images.</span></p><h2><a href=\"https://laohu8.com/S/WBA\">Walgreens Boots Alliance</a></h2><p>Healthcare stocks are usually a wise place to put your money to work if the market plunges. That&#39;s why pharmacy chain and value stock <b>Walgreens Boots Alliance</b> (NASDAQ:WBA) would be such a smart buy.</p><p>No matter how well or poorly the U.S. economy performs, or how high the year-over-year inflation figure rises, people don&#39;t get to choose when they get sick or what ailment(s) they develop. This means demand for prescription drugs, medical devices, and healthcare services tends to remain steady in any economic environment.</p><p>What specifically makes Walgreens so intriguing is the company&#39;s multipoint growth strategy targeting higher margins and a faster organic growth rate. To lift margins, the company has reduced its annual operating expenses by more than $2 billion a full fiscal year ahead of schedule.</p><p>Meanwhile, to boost the company&#39;s organic growth rate, Walgreens is spending aggressively on two key initiatives. First, it&#39;s actively promoting direct-to-consumer sales. Even though the company&#39;s brick-and-mortar locations will account for the lion&#39;s share of revenue, online sales are an easy way to boost organic growth as consumers shift their buying habits.</p><p>Second, Walgreens has partnered with, and invested in, VillageMD to open upwards of 600 co-located, full-service clinics by 2025 in over 30 U.S. markets. These physician-staffed clinics can be used to funnel repeat clients to the company&#39;s higher-margin pharmacy.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e68ecb34d6e4fd6f7dc599908229a09a\" tg-width=\"700\" tg-height=\"449\" width=\"100%\" height=\"auto\"/><span>Image source: Getty Images.</span></p><h2><a href=\"https://laohu8.com/S/PANW\">Palo Alto Networks</a></h2><p>Another exceptionally smart stock to buy if the market plunges is cybersecurity powerhouse and growth stock <b>Palo Alto Networks</b> (NASDAQ:PANW).</p><p>If you&#39;re noticing a theme with this list, it&#39;s that highly defensive sectors and industries are a smart place to put your money to work when corrections arise. Cybersecurity is a sustained double-digit growth trend which has become a basic necessity for businesses of all sizes that have an online or cloud-based presence. Hackers and robots simply don&#39;t care if Wall Street has a rough day.</p><p>There are two key reasons Palo Alto makes for such an impressive growth story. To begin with, it&#39;s undergoing a business transformation that&#39;s emphasizing subscription services. Even though the company continues to sell physical firewall products, subscription services provide better long-term margins and less revenue lumpiness. Over time, a larger percentage of total sales will derive from these higher-margin channels.</p><p>Palo Alto&#39;s other major growth driver is its many bolt-on acquisitions. Management hasn&#39;t been afraid to deploy capital in order to expand its product portfolio or broaden its pool of potential customers. These acquisitions have been pivotal in helping Palo Alto reach new small and medium-sized businesses.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7343c3ce7330b86321a8ec9384d4baea\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"/><span>Image source: Getty Images.</span></p><h2>Bank of America</h2><p>A fourth and final company that would be <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the smartest stocks to buy if the market plunges is money-center giant <b>Bank of America</b> (NYSE:BAC).</p><p>Bank stocks like BofA are highly cyclical. Even though they can occasionally get caught up in the short-term emotions that weigh down stocks, they benefit immensely from the natural expansion of the U.S. and global economy over time. This allows patient investors in large bank stocks to build their wealth steadily over time. Not surprisingly, Bank of America is Warren Buffett&#39;s second-largest holding.</p><p>What makes Bank of America such a perfect buy at the moment (and if the market continues to fall) is the upcoming shift in the Federal Reserve&#39;s monetary policy. With U.S. inflation hitting a 40-year high in January, the nation&#39;s central bank has no choice but to aggressively begin raising interest rates. No bank stock is more interest-sensitive than BofA. In its year-end report, the company noted that a 100-basis-point parallel shift in the interest rate yield curve would add an estimated $6.5 billion in net interest income.  In other words, the more inflation becomes an issue, the likelier BofA is to see a big boost to its bottom line.</p><p>Also, as I&#39;ve previously pointed out, Bank of America&#39;s digital push is really paying dividends. Over the past three years, it&#39;s added 5 million new digital active customers and seen the aggregate number of loan sales completed online or via app jump from 31% to 49%. It&#39;s far more cost-effective when customers transact digitally than in person or by phone. As consumers make this digital shift, BofA has consolidated some of its branches and lowered its expenses.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Smartest Stocks to Buy if the Stock Market Plunges</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Smartest Stocks to Buy if the Stock Market Plunges\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-19 07:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/02/18/the-smartest-stocks-to-buy-if-stock-market-plunges/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Since the beginning of the year, Wall Street and investors have been given a reminder that stock market crashes and corrections are perfectly normal occurrences. The double-digit percentage decline ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/02/18/the-smartest-stocks-to-buy-if-stock-market-plunges/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4176":"多领域控股","BK4533":"AQR资本管理(全球第二大对冲基金)","PANW":"Palo Alto Networks","BRK.B":"伯克希尔B","BK4532":"文艺复兴科技持仓",".SPX":"S&P 500 Index","BRK.A":"伯克希尔","BK4553":"喜马拉雅资本持仓","BK4550":"红杉资本持仓","BAC":"美国银行","WBA":"沃尔格林联合博姿","BK4207":"综合性银行","BK4097":"系统软件","BK4560":"网络安全概念","BK4534":"瑞士信贷持仓","BK4559":"巴菲特持仓","BK4128":"药品零售","BK4504":"桥水持仓"},"source_url":"https://www.fool.com/investing/2022/02/18/the-smartest-stocks-to-buy-if-stock-market-plunges/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2212268576","content_text":"Since the beginning of the year, Wall Street and investors have been given a reminder that stock market crashes and corrections are perfectly normal occurrences. The double-digit percentage decline the S&P 500 experienced in January marks the 39th correction of at least 10% for the widely followed index since the beginning of 1950.But where there are crashes and corrections, there's also opportunity. That's because every sizable decline in the S&P 500 has eventually been put in the rearview mirror by a bull market rally. If the broader market were to continue to plunge, the following four companies would be some of the smartest stocks to buy.Image source: Getty Images.Berkshire HathawayIn a world where growth stocks have dominated, perhaps no company has more consistently outperformed the broader market for decades than Berkshire Hathaway (NYSE:BRK.A)(NYSE:BRK.B).Berkshire might not be a household name, but its CEO, billionaire Warren Buffett, certainly is. Since taking the reins in 1965, Buffett has led his company's Class A shares (BRK.A) to an average annual gain of better than 20%. In aggregate, we're talking about a total gain of around 3,800,000% in 57 years.One of the key reasons the Oracle of Omaha is such a successful investor is due to his company's focus on cyclical businesses. Cyclical companies thrive when the economy is running on all cylinders and struggle when recessions arise. Buffett fully understands that recessions typically last for a few months to a couple of quarters. Comparatively, periods of expansion usually last for years, if not a decade. Warren Buffett is allowing time to be his ally and playing a simple numbers game that works in favor of ultra-long-term investors.The other not-so-subtle secret to Berkshire Hathaway's outperformance is dividend income. This year, Buffett's company is on pace to collect over $5 billion in payouts, which works out to a yield relative to cost of around 5%. Dividend stocks are almost always profitable and time-tested. This means Buffett and his team have packed Berkshire's portfolio with successful businesses that can navigate whatever the U.S. economy and stock market throw their way.Image source: Getty Images.Walgreens Boots AllianceHealthcare stocks are usually a wise place to put your money to work if the market plunges. That's why pharmacy chain and value stock Walgreens Boots Alliance (NASDAQ:WBA) would be such a smart buy.No matter how well or poorly the U.S. economy performs, or how high the year-over-year inflation figure rises, people don't get to choose when they get sick or what ailment(s) they develop. This means demand for prescription drugs, medical devices, and healthcare services tends to remain steady in any economic environment.What specifically makes Walgreens so intriguing is the company's multipoint growth strategy targeting higher margins and a faster organic growth rate. To lift margins, the company has reduced its annual operating expenses by more than $2 billion a full fiscal year ahead of schedule.Meanwhile, to boost the company's organic growth rate, Walgreens is spending aggressively on two key initiatives. First, it's actively promoting direct-to-consumer sales. Even though the company's brick-and-mortar locations will account for the lion's share of revenue, online sales are an easy way to boost organic growth as consumers shift their buying habits.Second, Walgreens has partnered with, and invested in, VillageMD to open upwards of 600 co-located, full-service clinics by 2025 in over 30 U.S. markets. These physician-staffed clinics can be used to funnel repeat clients to the company's higher-margin pharmacy.Image source: Getty Images.Palo Alto NetworksAnother exceptionally smart stock to buy if the market plunges is cybersecurity powerhouse and growth stock Palo Alto Networks (NASDAQ:PANW).If you're noticing a theme with this list, it's that highly defensive sectors and industries are a smart place to put your money to work when corrections arise. Cybersecurity is a sustained double-digit growth trend which has become a basic necessity for businesses of all sizes that have an online or cloud-based presence. Hackers and robots simply don't care if Wall Street has a rough day.There are two key reasons Palo Alto makes for such an impressive growth story. To begin with, it's undergoing a business transformation that's emphasizing subscription services. Even though the company continues to sell physical firewall products, subscription services provide better long-term margins and less revenue lumpiness. Over time, a larger percentage of total sales will derive from these higher-margin channels.Palo Alto's other major growth driver is its many bolt-on acquisitions. Management hasn't been afraid to deploy capital in order to expand its product portfolio or broaden its pool of potential customers. These acquisitions have been pivotal in helping Palo Alto reach new small and medium-sized businesses.Image source: Getty Images.Bank of AmericaA fourth and final company that would be one of the smartest stocks to buy if the market plunges is money-center giant Bank of America (NYSE:BAC).Bank stocks like BofA are highly cyclical. Even though they can occasionally get caught up in the short-term emotions that weigh down stocks, they benefit immensely from the natural expansion of the U.S. and global economy over time. This allows patient investors in large bank stocks to build their wealth steadily over time. Not surprisingly, Bank of America is Warren Buffett's second-largest holding.What makes Bank of America such a perfect buy at the moment (and if the market continues to fall) is the upcoming shift in the Federal Reserve's monetary policy. With U.S. inflation hitting a 40-year high in January, the nation's central bank has no choice but to aggressively begin raising interest rates. No bank stock is more interest-sensitive than BofA. In its year-end report, the company noted that a 100-basis-point parallel shift in the interest rate yield curve would add an estimated $6.5 billion in net interest income.  In other words, the more inflation becomes an issue, the likelier BofA is to see a big boost to its bottom line.Also, as I've previously pointed out, Bank of America's digital push is really paying dividends. Over the past three years, it's added 5 million new digital active customers and seen the aggregate number of loan sales completed online or via app jump from 31% to 49%. It's far more cost-effective when customers transact digitally than in person or by phone. As consumers make this digital shift, BofA has consolidated some of its branches and lowered its expenses.","news_type":1},"isVote":1,"tweetType":1,"viewCount":162,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}