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2022-05-11

$Walt Disney(DIS)$Is this really the lowest of Disney? Wi the upcoming earning's announcement change things?

2022-08-16

Does not seem too promising in the short-medium term

Sea Quarterly Revenue Miss Estimates, Suspending E-Commerce GAAP Revenue Guidance for the Full Year

2022-07-14

Always good to read such detailed analysis

Apple Vs. Google: There's A Clear Winner

2022-01-25

Keep it going....

Sorry, the original content has been removed

2022-09-20

Only time will tell

Sorry, the original content has been removed

2021-06-24

$Sprinklr, Inc.(CXM)$Got lucky

2022-08-15

Good stuff

Missed Out on the FAANG Stocks? Buy the CASH Stocks Instead

2021-12-29

$MAPLETREE LOGISTICS TRUST(M44U.SI)$Keep going

2022-01-27

$United Microelectronics(UMC) why company making money but stock price still drop?

2021-06-28

$Trade Desk Inc.(TTD)$Still can buy, Seems likehit it 95 percentile peak?

2021-06-25

$Walt Disney(DIS)$Come on! Go go go

2021-06-19

$Gravity Co Ltd(GRVY)$breakfast money

Go to Tiger App to see more news

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time will tell","listText":"Only time will tell","text":"Only time will tell","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9910445639","repostId":"1129014273","repostType":4,"repost":{"id":"1129014273","pubTimestamp":1663661502,"share":"https://ttm.financial/m/news/1129014273?lang=&edition=fundamental","pubTime":"2022-09-20 16:11","market":"us","language":"en","title":"Grab: Another Top Southeast Asian Growth Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=1129014273","media":"Seeking Alpha","summary":"SummaryGrab is the largest ride-sharing and grocery delivery company in Southeast Asia.The company h","content":"<html><head></head><body><h2>Summary</h2><ul><li>Grab is the largest ride-sharing and grocery delivery company in Southeast Asia.</li><li>The company hit record revenue in Q2 2022 and continues to increase monthly active users on its platform.</li><li>I like GRAB stock under $5 as a strong buy and believe it&#39;s one of the best foreign stocks to hold right now.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9026cb119cc53c5298d01fc6b1711b8b\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\"/><span>bankkgraphy</span></p><p>Grab (NASDAQ:GRAB) is a Singaporean-based ride-sharing and grocery delivery company with operations all over Southeast Asia.</p><p>I don&#39;t normally highlight foreign companies because American companies benefit from a much larger economy and consumers with a relatively high annual income.</p><p>But every now and then, I find value in foreign companies with a wide moat and strong brand recognition.</p><p>Grab fits the bill perfectly because the company dominates its marketplace in Southeast Asia. I&#39;ve visited Thailand and Philippines over the years and you will see green Grab delivery riders everywhere.</p><p>The company is so dominant that Uber (UBER) sold its operations to Grab and bought a stake in the company as a blatant surrender move.</p><p>In this article, I&#39;ll give you a general breakdown of Grab and share several reasons why I&#39;m bullish on the company long term.</p><h2>Grab Overview</h2><p>Grab was founded in 2016 by Singapore Billionaire Anthony Tan who had a vision of building a super-app for Southeast Asia.</p><p>Southeast Asia is made up of 8 countries and has a total population of 683 million people.</p><p>It&#39;s one of the fastest growing economies in the world thanks to massive technological advances and foreign investment.</p><p>Grab operates in 4 key segments: Delivery, Mobility, Financial Services, and Enterprise Services (Advertising for businesses).</p><p>The American ride sharing &amp; food delivery industry has many competitors such as Uber, Lyft (LYFT), DoorDash (DASH), and several other small companies who compete aggressively for the huge $ tide sharing market.</p><p>On the other hand, Grab only has 1 competitor in Southeast Asia called Foodpanda, a smaller company based out of Europe.</p><h2>Record Q2 Revenue and GMV</h2><p>The company hit record Q2 revenue of $321 million (Up 79% YoY) along with record Q2 GMV of $5.1 billion (Up 30% YoY).</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aca6a4b7afe32d866b123c7ad3bc5973\" tg-width=\"640\" tg-height=\"356\" referrerpolicy=\"no-referrer\"/><span>Grab Q2 2022 Financials (grab.com)</span></p><p>Monthly Transacting Users (MTAs) reached 32.6 million (Up 12% YoY) with 62% of users using 2 or more services on the app.</p><p>Net losses were $572 million, which was a 27% improvement from Q2 2021.</p><p>Grab continues to grow its MTA and establish a massive footprint in Southeast Asia. I don&#39;t see any competitors taking market share from the company right now and Grab will be able to raise prices to adjust for inflation to keep both merchants and consumers on a level playing field.</p><h2>Deliveries</h2><p>Delivery revenue grew 199% YoY and makes up nearly 50% of the company&#39;s revenue and Grab just announced a new partnership with Coca-Cola (KO) in August 2022 to offer more of its products on the app.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0f9aa62bcd9e18dd9dc1501b4a322358\" tg-width=\"640\" tg-height=\"260\" referrerpolicy=\"no-referrer\"/><span>Grab Q2 2022 Deliveries (grab.com)</span></p><p>Grocery &amp; food delivery is a stable and lucrative business that the company can continue profiting from. The Grab app makes it easy to order from any restaurant or grocery store within a 20 km radius, which gives app users a wide range of selections.</p><p>Grab can onload more restaurants and increase its revenue as more users flock to its app.</p><h2>Mobility</h2><p>Mobility bounced back nicely in Q2 2022 and Grab saw a nice revenue boost of 37% in its ride sharing segment due to higher tourist activity and international travel.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9f8cc1e637a6d3ae80030c2a86c9757a\" tg-width=\"640\" tg-height=\"267\" referrerpolicy=\"no-referrer\"/><span>Grab Q2 2022 Mobility (grab.com)</span></p><p>Grab does compete with motorcycle taxis that offer citywide transportation throughout Southeast Asia at a lower cost. It will be interesting to see if Grab adds motorcycle rides to its platform in the future.</p><p>Southeast Asian countries are beginning to welcome back tourists and drop mask mandates, which is extremely bullish for its ridesharing segment.</p><h2>Financial Services</h2><p>Financial services saw a 94% in revenue YoY as more users use the company&#39;s digital payment app and applied for loans through Grab.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5d2de6dd60e53c092bfecac927222563\" tg-width=\"640\" tg-height=\"312\" referrerpolicy=\"no-referrer\"/><span>Grab Q2 2022 Financial Services (grab.com)</span></p><p>Grab is becoming a solid alternative to PayPal (PYPL) in Southeast Asia and could benefit from an increase in TPV over the next few years.</p><h2>Enterprise Services</h2><p>Grab&#39;s Enterprise services saw a 30% revenue boost YoY as more companies spent money on GrabAds to drive higher customer sales volume.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a25d5c353a8942bd7a96e0e7100db743\" tg-width=\"640\" tg-height=\"229\" referrerpolicy=\"no-referrer\"/><span>Grab Q2 2022 Enterprise Services (grab.com)</span></p><p>Grab isn&#39;t generating a lot of revenue from merchant ads but could scale this segment as MTA is approaching 50+ million.</p><p>The company also launched Grab Maps in August 2022 to help alleviate many of its problems using standard Google Maps.</p><p>Management expects to break even on the food &amp; deliveries segment much earlier than expected.</p><h2>My Bullish Take</h2><p>GRAB stock trades around $3 and is down 61% from its initial SPAC IPO.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f2b4098c6633fecb6afcda2efcdbcb04\" tg-width=\"1280\" tg-height=\"802\" referrerpolicy=\"no-referrer\"/><span>GRAB data by YCharts</span></p><p>The company made history by becoming the most expensive SPAC IPO of all-time with an initial valuation of $40 billion.</p><p>What&#39;s most intriguing is that Altimeter Capital selected Grab as its SPAC partner.</p><p>I trust their judgement and believe Grab is one of the best stocks under $5 to own right now.</p><p>Digital technological advances in Southeast Asia will drive higher per capita incomes and more e-commerce activity in the future.</p><p>Grab CEO Anthony Tan believes the company will be profitable soon and could start generating positive EBITDA as soon as 2023.</p><p>Not only is Grab a ride sharing &amp; delivery app but the app offers other services including digital payments, bill pay, and smartphone credit purchase.</p><p>Whenever you visit Southeast Asia, you must download the Grab app to get around the city. Grab doesn&#39;t have a large footprint in rural areas of Southeast Asia but that&#39;s okay because most tourists and higher income residents live in the major cities such as Singapore, Manila, Bangkok, etc.</p><h2>Risk Factors</h2><p>Grab is a fast growing company but there are several risk factors that I worry about. If the Southeast Asian economy slows down then Grab will suffer from a reduction in e-commerce activity.</p><p>There are also the risks of Uber or early Grab investors dumping their stakes once the SPAC lockup period ends.</p><p>Grab has 4 billion shares outstanding and I wonder if future share dilution will become an ongoing problem. That&#39;s a high number of shares for a SPAC so further dilution could send GRAB stock heading towards $1 in a hurry.</p><h2>Conclusion</h2><p>I made the most of my investment gains over my career by purchasing wonderful stocks when nobody wanted them under $10 per share.</p><p>Singapore is a beautiful country and Grab is the corporate jewel of the city.</p><p>Grab has a 5% market share out of Southeast Asia&#39;s 680+ million residents and has a lot of growth potential in the future.</p><p>If you want to invest in Southeast Asia, then GRAB stock is probably your best bet right now.</p><p><i>This article was written by Investor Trip.</i></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Grab: Another Top Southeast Asian Growth Stock</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGrab: Another Top Southeast Asian Growth Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-20 16:11 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4541808-grab-another-top-southeast-asian-growth-stock><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryGrab is the largest ride-sharing and grocery delivery company in Southeast Asia.The company hit record revenue in Q2 2022 and continues to increase monthly active users on its platform.I like ...</p>\n\n<a href=\"https://seekingalpha.com/article/4541808-grab-another-top-southeast-asian-growth-stock\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GRAB":"Grab Holdings"},"source_url":"https://seekingalpha.com/article/4541808-grab-another-top-southeast-asian-growth-stock","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129014273","content_text":"SummaryGrab is the largest ride-sharing and grocery delivery company in Southeast Asia.The company hit record revenue in Q2 2022 and continues to increase monthly active users on its platform.I like GRAB stock under $5 as a strong buy and believe it's one of the best foreign stocks to hold right now.bankkgraphyGrab (NASDAQ:GRAB) is a Singaporean-based ride-sharing and grocery delivery company with operations all over Southeast Asia.I don't normally highlight foreign companies because American companies benefit from a much larger economy and consumers with a relatively high annual income.But every now and then, I find value in foreign companies with a wide moat and strong brand recognition.Grab fits the bill perfectly because the company dominates its marketplace in Southeast Asia. I've visited Thailand and Philippines over the years and you will see green Grab delivery riders everywhere.The company is so dominant that Uber (UBER) sold its operations to Grab and bought a stake in the company as a blatant surrender move.In this article, I'll give you a general breakdown of Grab and share several reasons why I'm bullish on the company long term.Grab OverviewGrab was founded in 2016 by Singapore Billionaire Anthony Tan who had a vision of building a super-app for Southeast Asia.Southeast Asia is made up of 8 countries and has a total population of 683 million people.It's one of the fastest growing economies in the world thanks to massive technological advances and foreign investment.Grab operates in 4 key segments: Delivery, Mobility, Financial Services, and Enterprise Services (Advertising for businesses).The American ride sharing & food delivery industry has many competitors such as Uber, Lyft (LYFT), DoorDash (DASH), and several other small companies who compete aggressively for the huge $ tide sharing market.On the other hand, Grab only has 1 competitor in Southeast Asia called Foodpanda, a smaller company based out of Europe.Record Q2 Revenue and GMVThe company hit record Q2 revenue of $321 million (Up 79% YoY) along with record Q2 GMV of $5.1 billion (Up 30% YoY).Grab Q2 2022 Financials (grab.com)Monthly Transacting Users (MTAs) reached 32.6 million (Up 12% YoY) with 62% of users using 2 or more services on the app.Net losses were $572 million, which was a 27% improvement from Q2 2021.Grab continues to grow its MTA and establish a massive footprint in Southeast Asia. I don't see any competitors taking market share from the company right now and Grab will be able to raise prices to adjust for inflation to keep both merchants and consumers on a level playing field.DeliveriesDelivery revenue grew 199% YoY and makes up nearly 50% of the company's revenue and Grab just announced a new partnership with Coca-Cola (KO) in August 2022 to offer more of its products on the app.Grab Q2 2022 Deliveries (grab.com)Grocery & food delivery is a stable and lucrative business that the company can continue profiting from. The Grab app makes it easy to order from any restaurant or grocery store within a 20 km radius, which gives app users a wide range of selections.Grab can onload more restaurants and increase its revenue as more users flock to its app.MobilityMobility bounced back nicely in Q2 2022 and Grab saw a nice revenue boost of 37% in its ride sharing segment due to higher tourist activity and international travel.Grab Q2 2022 Mobility (grab.com)Grab does compete with motorcycle taxis that offer citywide transportation throughout Southeast Asia at a lower cost. It will be interesting to see if Grab adds motorcycle rides to its platform in the future.Southeast Asian countries are beginning to welcome back tourists and drop mask mandates, which is extremely bullish for its ridesharing segment.Financial ServicesFinancial services saw a 94% in revenue YoY as more users use the company's digital payment app and applied for loans through Grab.Grab Q2 2022 Financial Services (grab.com)Grab is becoming a solid alternative to PayPal (PYPL) in Southeast Asia and could benefit from an increase in TPV over the next few years.Enterprise ServicesGrab's Enterprise services saw a 30% revenue boost YoY as more companies spent money on GrabAds to drive higher customer sales volume.Grab Q2 2022 Enterprise Services (grab.com)Grab isn't generating a lot of revenue from merchant ads but could scale this segment as MTA is approaching 50+ million.The company also launched Grab Maps in August 2022 to help alleviate many of its problems using standard Google Maps.Management expects to break even on the food & deliveries segment much earlier than expected.My Bullish TakeGRAB stock trades around $3 and is down 61% from its initial SPAC IPO.GRAB data by YChartsThe company made history by becoming the most expensive SPAC IPO of all-time with an initial valuation of $40 billion.What's most intriguing is that Altimeter Capital selected Grab as its SPAC partner.I trust their judgement and believe Grab is one of the best stocks under $5 to own right now.Digital technological advances in Southeast Asia will drive higher per capita incomes and more e-commerce activity in the future.Grab CEO Anthony Tan believes the company will be profitable soon and could start generating positive EBITDA as soon as 2023.Not only is Grab a ride sharing & delivery app but the app offers other services including digital payments, bill pay, and smartphone credit purchase.Whenever you visit Southeast Asia, you must download the Grab app to get around the city. Grab doesn't have a large footprint in rural areas of Southeast Asia but that's okay because most tourists and higher income residents live in the major cities such as Singapore, Manila, Bangkok, etc.Risk FactorsGrab is a fast growing company but there are several risk factors that I worry about. If the Southeast Asian economy slows down then Grab will suffer from a reduction in e-commerce activity.There are also the risks of Uber or early Grab investors dumping their stakes once the SPAC lockup period ends.Grab has 4 billion shares outstanding and I wonder if future share dilution will become an ongoing problem. That's a high number of shares for a SPAC so further dilution could send GRAB stock heading towards $1 in a hurry.ConclusionI made the most of my investment gains over my career by purchasing wonderful stocks when nobody wanted them under $10 per share.Singapore is a beautiful country and Grab is the corporate jewel of the city.Grab has a 5% market share out of Southeast Asia's 680+ million residents and has a lot of growth potential in the future.If you want to invest in Southeast Asia, then GRAB stock is probably your best bet right now.This article was written by Investor Trip.","news_type":1},"isVote":1,"tweetType":1,"viewCount":390,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9993166212,"gmtCreate":1660648639139,"gmtModify":1676536371691,"author":{"id":"3581985691772681","authorId":"3581985691772681","name":"紘瑀","avatar":"https://community-static.tradeup.com/news/183abd398e273ad288bd16fc4faa9c69","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581985691772681","idStr":"3581985691772681"},"themes":[],"htmlText":"Does not seem too promising in the short-medium term&nbsp;","listText":"Does not seem too promising in the short-medium term&nbsp;","text":"Does not seem too promising in the short-medium term","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9993166212","repostId":"1167148581","repostType":2,"isVote":1,"tweetType":1,"viewCount":855,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9999864519,"gmtCreate":1660520138133,"gmtModify":1676533482857,"author":{"id":"3581985691772681","authorId":"3581985691772681","name":"紘瑀","avatar":"https://community-static.tradeup.com/news/183abd398e273ad288bd16fc4faa9c69","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581985691772681","idStr":"3581985691772681"},"themes":[],"htmlText":"Good stuff","listText":"Good stuff","text":"Good stuff","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9999864519","repostId":"2259170325","repostType":4,"isVote":1,"tweetType":1,"viewCount":416,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9076390049,"gmtCreate":1657784756281,"gmtModify":1676536061807,"author":{"id":"3581985691772681","authorId":"3581985691772681","name":"紘瑀","avatar":"https://community-static.tradeup.com/news/183abd398e273ad288bd16fc4faa9c69","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581985691772681","idStr":"3581985691772681"},"themes":[],"htmlText":"Always good to read such detailed analysis&nbsp;","listText":"Always good to read such detailed analysis&nbsp;","text":"Always good to read such detailed analysis","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9076390049","repostId":"1174191896","repostType":2,"isVote":1,"tweetType":1,"viewCount":730,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9065773955,"gmtCreate":1652239761477,"gmtModify":1676535060375,"author":{"id":"3581985691772681","authorId":"3581985691772681","name":"紘瑀","avatar":"https://community-static.tradeup.com/news/183abd398e273ad288bd16fc4faa9c69","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581985691772681","idStr":"3581985691772681"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/DIS\">$Walt Disney(DIS)$</a>Is this really the lowest of Disney? Wi the upcoming earning's announcement change things?","listText":"<a href=\"https://ttm.financial/S/DIS\">$Walt Disney(DIS)$</a>Is this really the lowest of Disney? Wi the upcoming earning's announcement change things?","text":"$Walt Disney(DIS)$Is this really the lowest of Disney? Wi the upcoming earning's announcement change things?","images":[{"img":"https://community-static.tradeup.com/news/973244d4e8eb5f230a5fb268130845c7","width":"750","height":"2499"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":19,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9065773955","isVote":1,"tweetType":1,"viewCount":723,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3570103090255456","authorId":"3570103090255456","name":"JC888","avatar":"https://community-static.tradeup.com/news/f3e3c0218599fca5c4e265ddbee1fb32","crmLevel":4,"crmLevelSwitch":1,"authorIdStr":"3570103090255456","idStr":"3570103090255456"},"content":"Think not much Disney investors in Tiger. Posted an afterthought on Disney but little response... Lol","text":"Think not much Disney investors in Tiger. Posted an afterthought on Disney but little response... Lol","html":"Think not much Disney investors in Tiger. Posted an afterthought on Disney but little response... Lol"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9099399414,"gmtCreate":1643294954371,"gmtModify":1676533799191,"author":{"id":"3581985691772681","authorId":"3581985691772681","name":"紘瑀","avatar":"https://community-static.tradeup.com/news/183abd398e273ad288bd16fc4faa9c69","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581985691772681","idStr":"3581985691772681"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/UMC\">$United Microelectronics(UMC)</a>&nbsp;why company making money but stock price still drop?","listText":"<a href=\"https://ttm.financial/S/UMC\">$United Microelectronics(UMC)</a>&nbsp;why company making money but stock price still drop?","text":"$United Microelectronics(UMC) why company making money but stock price still drop?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9099399414","isVote":1,"tweetType":1,"viewCount":561,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9090103188,"gmtCreate":1643103506555,"gmtModify":1676533774281,"author":{"id":"3581985691772681","authorId":"3581985691772681","name":"紘瑀","avatar":"https://community-static.tradeup.com/news/183abd398e273ad288bd16fc4faa9c69","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581985691772681","idStr":"3581985691772681"},"themes":[],"htmlText":"Keep it going....","listText":"Keep it going....","text":"Keep it going....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9090103188","repostId":"1163280331","repostType":2,"repost":{"id":"1163280331","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":1643101563,"share":"https://ttm.financial/m/news/1163280331?lang=&edition=fundamental","pubTime":"2022-01-25 17:06","market":"us","language":"en","title":"Logitech Rose 5% in Premarket Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1163280331","media":"Tiger Newspress","summary":"Logitech rose 5% in premarket trading. Logitech raised its forecast for the current fiscal year to b","content":"<html><head></head><body><p>Logitech rose 5% in premarket trading. Logitech raised its forecast for the current fiscal year to between 2per cent and 5per cent sales growth in constant currency, and between $850 million and $900 million in non-GAAP operating income.<img src=\"https://static.tigerbbs.com/37cf9c3323fe811a7254b44cbfa4e1c0\" tg-width=\"1110\" tg-height=\"759\" 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>Logitech Rose 5% in Premarket 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\">\nLogitech Rose 5% in Premarket 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\">2022-01-25 17:06</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Logitech rose 5% in premarket trading. Logitech raised its forecast for the current fiscal year to between 2per cent and 5per cent sales growth in constant currency, and between $850 million and $900 million in non-GAAP operating income.<img src=\"https://static.tigerbbs.com/37cf9c3323fe811a7254b44cbfa4e1c0\" tg-width=\"1110\" tg-height=\"759\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LOGI":"罗技"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163280331","content_text":"Logitech rose 5% in premarket trading. Logitech raised its forecast for the current fiscal year to between 2per cent and 5per cent sales growth in constant currency, and between $850 million and $900 million in non-GAAP operating income.","news_type":1},"isVote":1,"tweetType":1,"viewCount":554,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9009457126,"gmtCreate":1640773969380,"gmtModify":1676533540616,"author":{"id":"3581985691772681","authorId":"3581985691772681","name":"紘瑀","avatar":"https://community-static.tradeup.com/news/183abd398e273ad288bd16fc4faa9c69","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581985691772681","idStr":"3581985691772681"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/M44U.SI\">$MAPLETREE LOGISTICS TRUST(M44U.SI)$</a>Keep going","listText":"<a href=\"https://ttm.financial/S/M44U.SI\">$MAPLETREE LOGISTICS TRUST(M44U.SI)$</a>Keep going","text":"$MAPLETREE LOGISTICS TRUST(M44U.SI)$Keep going","images":[{"img":"https://static.itradeup.com/news/894ebff56e2b71f639c83bb045af9721","width":"828","height":"1632"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9009457126","isVote":1,"tweetType":1,"viewCount":786,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":150335259,"gmtCreate":1624887007571,"gmtModify":1703847032332,"author":{"id":"3581985691772681","authorId":"3581985691772681","name":"紘瑀","avatar":"https://community-static.tradeup.com/news/183abd398e273ad288bd16fc4faa9c69","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581985691772681","idStr":"3581985691772681"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TTD\">$Trade Desk Inc.(TTD)$</a>Still can buy, Seems likehit it 95 percentile peak?","listText":"<a href=\"https://laohu8.com/S/TTD\">$Trade Desk Inc.(TTD)$</a>Still can buy, Seems likehit it 95 percentile peak?","text":"$Trade Desk Inc.(TTD)$Still can buy, Seems likehit it 95 percentile peak?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/150335259","isVote":1,"tweetType":1,"viewCount":571,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":122957064,"gmtCreate":1624594705258,"gmtModify":1703841292771,"author":{"id":"3581985691772681","authorId":"3581985691772681","name":"紘瑀","avatar":"https://community-static.tradeup.com/news/183abd398e273ad288bd16fc4faa9c69","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581985691772681","idStr":"3581985691772681"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DIS\">$Walt Disney(DIS)$</a>Come on! Go go go","listText":"<a href=\"https://laohu8.com/S/DIS\">$Walt Disney(DIS)$</a>Come on! Go go go","text":"$Walt Disney(DIS)$Come on! Go go go","images":[{"img":"https://static.tigerbbs.com/ae71e09225cd8bf3f6f1a39d940b0ee1","width":"828","height":"1590"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/122957064","isVote":1,"tweetType":1,"viewCount":752,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":121484225,"gmtCreate":1624489613867,"gmtModify":1703837987404,"author":{"id":"3581985691772681","authorId":"3581985691772681","name":"紘瑀","avatar":"https://community-static.tradeup.com/news/183abd398e273ad288bd16fc4faa9c69","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581985691772681","idStr":"3581985691772681"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CXM\">$Sprinklr, Inc.(CXM)$</a>Got lucky","listText":"<a href=\"https://laohu8.com/S/CXM\">$Sprinklr, Inc.(CXM)$</a>Got lucky","text":"$Sprinklr, Inc.(CXM)$Got lucky","images":[{"img":"https://static.tigerbbs.com/480cbee0be8be03869579dc0010cca09","width":"828","height":"1434"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/121484225","isVote":1,"tweetType":1,"viewCount":413,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":162268896,"gmtCreate":1624065010815,"gmtModify":1703827926964,"author":{"id":"3581985691772681","authorId":"3581985691772681","name":"紘瑀","avatar":"https://community-static.tradeup.com/news/183abd398e273ad288bd16fc4faa9c69","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581985691772681","idStr":"3581985691772681"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GRVY\">$Gravity Co Ltd(GRVY)$</a>breakfast money","listText":"<a href=\"https://laohu8.com/S/GRVY\">$Gravity Co Ltd(GRVY)$</a>breakfast money","text":"$Gravity Co Ltd(GRVY)$breakfast money","images":[{"img":"https://static.tigerbbs.com/127ce579ea9095789c05092a993f2ac1","width":"828","height":"1434"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/162268896","isVote":1,"tweetType":1,"viewCount":612,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":9065773955,"gmtCreate":1652239761477,"gmtModify":1676535060375,"author":{"id":"3581985691772681","authorId":"3581985691772681","name":"紘瑀","avatar":"https://community-static.tradeup.com/news/183abd398e273ad288bd16fc4faa9c69","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581985691772681","authorIdStr":"3581985691772681"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/DIS\">$Walt Disney(DIS)$</a>Is this really the lowest of Disney? Wi the upcoming earning's announcement change things?","listText":"<a href=\"https://ttm.financial/S/DIS\">$Walt Disney(DIS)$</a>Is this really the lowest of Disney? Wi the upcoming earning's announcement change things?","text":"$Walt Disney(DIS)$Is this really the lowest of Disney? Wi the upcoming earning's announcement change things?","images":[{"img":"https://community-static.tradeup.com/news/973244d4e8eb5f230a5fb268130845c7","width":"750","height":"2499"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":19,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9065773955","isVote":1,"tweetType":1,"viewCount":723,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3570103090255456","authorId":"3570103090255456","name":"JC888","avatar":"https://community-static.tradeup.com/news/f3e3c0218599fca5c4e265ddbee1fb32","crmLevel":4,"crmLevelSwitch":1,"idStr":"3570103090255456","authorIdStr":"3570103090255456"},"content":"Think not much Disney investors in Tiger. Posted an afterthought on Disney but little response... Lol","text":"Think not much Disney investors in Tiger. Posted an afterthought on Disney but little response... Lol","html":"Think not much Disney investors in Tiger. Posted an afterthought on Disney but little response... Lol"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9993166212,"gmtCreate":1660648639139,"gmtModify":1676536371691,"author":{"id":"3581985691772681","authorId":"3581985691772681","name":"紘瑀","avatar":"https://community-static.tradeup.com/news/183abd398e273ad288bd16fc4faa9c69","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581985691772681","authorIdStr":"3581985691772681"},"themes":[],"htmlText":"Does not seem too promising in the short-medium term&nbsp;","listText":"Does not seem too promising in the short-medium term&nbsp;","text":"Does not seem too promising in the short-medium term","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9993166212","repostId":"1167148581","repostType":2,"repost":{"id":"1167148581","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":1660646380,"share":"https://ttm.financial/m/news/1167148581?lang=&edition=fundamental","pubTime":"2022-08-16 18:39","market":"us","language":"en","title":"Sea Quarterly Revenue Miss Estimates, Suspending E-Commerce GAAP Revenue Guidance for the Full Year","url":"https://stock-news.laohu8.com/highlight/detail?id=1167148581","media":"Tiger Newspress","summary":"Sea (NYSE:SE) reported quarterly losses of $(1.03) per share which beat the analyst consensus estimate of $(1.21) by 14.88 percent. This is a 68.85 percent decrease over losses of $(0.61) per share fr","content":"<html><head></head><body><p>Sea (NYSE:SE) reported quarterly losses of $(1.03) per share which beat the analyst consensus estimate of $(1.21) by 14.88 percent. This is a 68.85 percent decrease over losses of $(0.61) per share from the same period last year.  The company reported quarterly sales of $2.90 billion which missed the analyst consensus estimate of $2.97 billion by 2.36 percent.  This is a 27.14 percent increase over sales of $2.28 billion the same period last year.</p><p>Sea shares dropped 7% in premarket trading after reporting quarterly results.</p><p><img src=\"https://static.tigerbbs.com/07484f3b868ed1592fb683b85848477c\" tg-width=\"828\" tg-height=\"623\" referrerpolicy=\"no-referrer\"/></p><p>Sea Limited today announced its financial results for the second quarter ended June 30, 2022.</p><p>“Our solid results for the quarter reflect our continued progress in enhancing efficiency and strengthening our ecosystem,” said Forrest Li, Sea’s Chairman and Group Chief Executive Officer. “Shopee’s unit economics improved significantly driven by gains in both monetization and efficiency across our markets, even as we sustained a healthy growth rate against tough comparisons. At Garena, we saw positive outcomes from our focus on user retention and efforts to bring more engaging experiences to our large global games community, with quarterly active users stable quarter-on-quarter. We also benefited from expanding synergies between Shopee and SeaMoney as our underserved user base adopted more of our financial products and services, resulting in strong growth and narrowing losses at SeaMoney.”</p><p>“Our success has always been defined by our ability to focus on the right thing at the right time, quickly make the right strategic decisions, and remain agile and adaptable in our execution. During the pandemic lockdowns, we rapidly scaled our businesses to answer to the fast-rising market demand for online consumption and services. That allowed us to significantly expand our businesses and total addressable markets, strengthen our market leadership, and scale up more efficiently.”</p><p>“As we navigate the current environment of increased macro uncertainty with that same nimble and decisive approach, we believe it is vital to be thoughtful, prudent, and disciplined. While we have strong resources and are well on-track to achieve our self-sufficiency targets, we are nevertheless rapidly prioritizing profitability and cash flow management. We are confident that this focus, combined with our demonstrated ability to execute, our scale and leadership, and our proven business models, will position us for long-term sustained success.”</p><p><b>Second Quarter 2022 Highlights</b></p><p><b>Group </b></p><p>o Total GAAP revenue was US$2.9 billion, up 29.0% year-on-year.</p><p>o Total gross profit was US$1.1 billion, up 17.1% year-on-year.</p><p>o Total net loss was US$(931.2) million compared to US$(433.7) million for the second quarter of 2021. Total net loss excluding share-based compensation and impairment of goodwill1 was US$(569.8) million compared to US$(321.2) million for the second quarter of 2021.</p><p>o Total adjusted EBITDA was US$(506.3) million compared to US$(24.1) million for the second quarter of 2021.</p><p><b>E-commerce </b></p><p>o GAAP revenue was US$1.7 billion, up 51.4% year-on-year. Based on constant currency assumptions3 , GAAP revenue was up 56.2% year-on-year.</p><p>o GAAP revenue included US$1.5 billion of GAAP marketplace revenue4 , up 61.9% year-on-year, and US$0.3 billion of GAAP product revenue4 , up 13.6% year-onyear. GAAP revenue and GAAP marketplace revenue as % of total gross merchandise value (“GMV”) increased from 7.7% and 6.1% a year ago to 9.2% and 7.7%, respectively.</p><p>o Gross orders totaled 2.0 billion, an increase of 41.6% year-on-year.</p><p>o GMV was US$19.0 billion, an increase of 27.2% year-on-year. Based on constant currency assumptions , GMV was up 31.4% year-on-year.</p><p>o Gross profit margin for e-commerce continued to improve sequentially quarteron-quarter, as we have seen faster growth of transaction-based fees and advertising income, which have higher profit margin compared to product revenue and revenue generated from other value-added services.</p><p>o Adjusted EBITDAfor Shopee overall was US$(648.1) million compared to US$(579.8) million for the second quarter of 2021. Adjusted EBITDA loss per order improved by 21% to reach US$0.33 in the second quarter of 2022, compared to US$0.41 for the same period in 2021.</p><p>▪ In Southeast Asia and Taiwan, adjusted EBITDA loss per order before allocation of headquarters’ common expenses (“HQ costs”) was less than 1 cent in the second quarter of 2022, representing 95% improvement yearon-year.</p><p>▪ In Brazil, such losses also continued to improve by more than 35% yearon-year to reach US$1.42 in the second quarter of 2022.</p><p>▪ HQ costs sequentially increased by US$27.5 million quarter-on-quarter, which was at a slower pace compared to the first quarter of 2022. The increase was predominantly driven by increase in research and development staff and server hosting cost, as we expanded our technological capabilities and service offerings.</p><p>o In Southeast Asia overall, Indonesia and Taiwan respectively, Shopee continued to rank first in the Shopping category by average monthly active users and total time spent in app for the second quarter of 2022, according to data.ai.</p><p>o In Brazil, Shopee continued to see strong performance with GAAP revenue increasing by more than 270% year-on-year in the second quarter of 2022. In the same quarter, Shopee also became first by average monthly active users in the shopping category in Brazil, while maintaining its top ranking by total time spent in app, according to data.ai.</p><p>o Globally, Shopee was the top ranked app on Google Play in the Shopping category by total time spent in app and second by average monthly active users in the second quarter of 2022, according to data.ai.</p><p><b>Digital Entertainment </b></p><p>o GAAP revenue was US$900.3 million, compared to US$1.0 billion for the second quarter of 2021.</p><p>o Bookings6 were US$717.4 million, compared to US$1.2 billion for the second quarter of 2021.</p><p>o Adjusted EBITDA2 was US$333.6 million, compared to US$740.9 million for the second quarter of 2021.</p><p>o Adjusted EBITDA represented 46.5% of bookings for the second quarter of 2022, compared to 62.8% for the second quarter of 2021.</p><p>o Quarterly active users were 619.3 million, compared to 725.2 million for the second quarter of 2021 and 615.9 million for the first quarter of 2022.</p><p>o Quarterly paying users were 56.1 million, representing paying user ratio of 9.1% for the second quarter compared to 12.7% for the same period in 2021.</p><p>o Average bookings per user were US$1.2, compared to US$1.6 for the second quarter of 2021.</p><p>o Their self-developed global hit game, Free Fire, continued to maintain top global rankings in user and grossing metrics. Free Fire was the most downloaded mobile game globally in the second quarter of 2022, and ranked third highest by average monthly active users on Google Play in the same quarter, according to data.ai.</p><p>o Free Fire also continued to be the highest grossing mobile game in Southeast Asia and Latin America for the second quarter of 2022, according to data.ai5 . Free Fire has maintained this leading position for the past 12 consecutive quarters.</p><p><b>Digital Financial Services </b></p><p>o GAAP revenue was US$279.0 million, up 214.4% year-on-year.</p><p>o Adjusted EBITDA was US$(111.5) million, compared to US$(155.0) million for the second quarter of 2021.</p><p>o Quarterly active users across our SeaMoney products and services reached 52.7million, up 53.3% year-on-year.</p><p>o The company continued to roll out more SeaMoney offerings across more markets, and have expanded synergies between Shopee and SeaMoney. Close to 40% of the quarterly active buyers on Shopee in Southeast Asia have used SeaMoney products or services in the second quarter of 2022.</p><p>o Total payment volume for the mobile wallet was US$5.7 billion, up 35.7% yearon-year.</p><p><b>E-commerce Full Year 2022 Guidance Update </b></p><p>In our efforts to adapt to increasing macro uncertainties, Sea are proactively shifting our strategies to further focus on efficiency and optimization for the long-term strength and profitability of the e-commerce business. Given this strategic shift, Sea will be suspending e-commerce GAAP revenue guidance for the full year 2022. The company believe such efforts will further strengthen our ability to better capture the long-term growth opportunities in our markets, which they remain highly positive about.</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>Sea Quarterly Revenue Miss Estimates, Suspending E-Commerce GAAP Revenue Guidance for the Full Year</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 Quarterly Revenue Miss Estimates, Suspending E-Commerce GAAP Revenue Guidance for the Full Year\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\">2022-08-16 18:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Sea (NYSE:SE) reported quarterly losses of $(1.03) per share which beat the analyst consensus estimate of $(1.21) by 14.88 percent. This is a 68.85 percent decrease over losses of $(0.61) per share from the same period last year.  The company reported quarterly sales of $2.90 billion which missed the analyst consensus estimate of $2.97 billion by 2.36 percent.  This is a 27.14 percent increase over sales of $2.28 billion the same period last year.</p><p>Sea shares dropped 7% in premarket trading after reporting quarterly results.</p><p><img src=\"https://static.tigerbbs.com/07484f3b868ed1592fb683b85848477c\" tg-width=\"828\" tg-height=\"623\" referrerpolicy=\"no-referrer\"/></p><p>Sea Limited today announced its financial results for the second quarter ended June 30, 2022.</p><p>“Our solid results for the quarter reflect our continued progress in enhancing efficiency and strengthening our ecosystem,” said Forrest Li, Sea’s Chairman and Group Chief Executive Officer. “Shopee’s unit economics improved significantly driven by gains in both monetization and efficiency across our markets, even as we sustained a healthy growth rate against tough comparisons. At Garena, we saw positive outcomes from our focus on user retention and efforts to bring more engaging experiences to our large global games community, with quarterly active users stable quarter-on-quarter. We also benefited from expanding synergies between Shopee and SeaMoney as our underserved user base adopted more of our financial products and services, resulting in strong growth and narrowing losses at SeaMoney.”</p><p>“Our success has always been defined by our ability to focus on the right thing at the right time, quickly make the right strategic decisions, and remain agile and adaptable in our execution. During the pandemic lockdowns, we rapidly scaled our businesses to answer to the fast-rising market demand for online consumption and services. That allowed us to significantly expand our businesses and total addressable markets, strengthen our market leadership, and scale up more efficiently.”</p><p>“As we navigate the current environment of increased macro uncertainty with that same nimble and decisive approach, we believe it is vital to be thoughtful, prudent, and disciplined. While we have strong resources and are well on-track to achieve our self-sufficiency targets, we are nevertheless rapidly prioritizing profitability and cash flow management. We are confident that this focus, combined with our demonstrated ability to execute, our scale and leadership, and our proven business models, will position us for long-term sustained success.”</p><p><b>Second Quarter 2022 Highlights</b></p><p><b>Group </b></p><p>o Total GAAP revenue was US$2.9 billion, up 29.0% year-on-year.</p><p>o Total gross profit was US$1.1 billion, up 17.1% year-on-year.</p><p>o Total net loss was US$(931.2) million compared to US$(433.7) million for the second quarter of 2021. Total net loss excluding share-based compensation and impairment of goodwill1 was US$(569.8) million compared to US$(321.2) million for the second quarter of 2021.</p><p>o Total adjusted EBITDA was US$(506.3) million compared to US$(24.1) million for the second quarter of 2021.</p><p><b>E-commerce </b></p><p>o GAAP revenue was US$1.7 billion, up 51.4% year-on-year. Based on constant currency assumptions3 , GAAP revenue was up 56.2% year-on-year.</p><p>o GAAP revenue included US$1.5 billion of GAAP marketplace revenue4 , up 61.9% year-on-year, and US$0.3 billion of GAAP product revenue4 , up 13.6% year-onyear. GAAP revenue and GAAP marketplace revenue as % of total gross merchandise value (“GMV”) increased from 7.7% and 6.1% a year ago to 9.2% and 7.7%, respectively.</p><p>o Gross orders totaled 2.0 billion, an increase of 41.6% year-on-year.</p><p>o GMV was US$19.0 billion, an increase of 27.2% year-on-year. Based on constant currency assumptions , GMV was up 31.4% year-on-year.</p><p>o Gross profit margin for e-commerce continued to improve sequentially quarteron-quarter, as we have seen faster growth of transaction-based fees and advertising income, which have higher profit margin compared to product revenue and revenue generated from other value-added services.</p><p>o Adjusted EBITDAfor Shopee overall was US$(648.1) million compared to US$(579.8) million for the second quarter of 2021. Adjusted EBITDA loss per order improved by 21% to reach US$0.33 in the second quarter of 2022, compared to US$0.41 for the same period in 2021.</p><p>▪ In Southeast Asia and Taiwan, adjusted EBITDA loss per order before allocation of headquarters’ common expenses (“HQ costs”) was less than 1 cent in the second quarter of 2022, representing 95% improvement yearon-year.</p><p>▪ In Brazil, such losses also continued to improve by more than 35% yearon-year to reach US$1.42 in the second quarter of 2022.</p><p>▪ HQ costs sequentially increased by US$27.5 million quarter-on-quarter, which was at a slower pace compared to the first quarter of 2022. The increase was predominantly driven by increase in research and development staff and server hosting cost, as we expanded our technological capabilities and service offerings.</p><p>o In Southeast Asia overall, Indonesia and Taiwan respectively, Shopee continued to rank first in the Shopping category by average monthly active users and total time spent in app for the second quarter of 2022, according to data.ai.</p><p>o In Brazil, Shopee continued to see strong performance with GAAP revenue increasing by more than 270% year-on-year in the second quarter of 2022. In the same quarter, Shopee also became first by average monthly active users in the shopping category in Brazil, while maintaining its top ranking by total time spent in app, according to data.ai.</p><p>o Globally, Shopee was the top ranked app on Google Play in the Shopping category by total time spent in app and second by average monthly active users in the second quarter of 2022, according to data.ai.</p><p><b>Digital Entertainment </b></p><p>o GAAP revenue was US$900.3 million, compared to US$1.0 billion for the second quarter of 2021.</p><p>o Bookings6 were US$717.4 million, compared to US$1.2 billion for the second quarter of 2021.</p><p>o Adjusted EBITDA2 was US$333.6 million, compared to US$740.9 million for the second quarter of 2021.</p><p>o Adjusted EBITDA represented 46.5% of bookings for the second quarter of 2022, compared to 62.8% for the second quarter of 2021.</p><p>o Quarterly active users were 619.3 million, compared to 725.2 million for the second quarter of 2021 and 615.9 million for the first quarter of 2022.</p><p>o Quarterly paying users were 56.1 million, representing paying user ratio of 9.1% for the second quarter compared to 12.7% for the same period in 2021.</p><p>o Average bookings per user were US$1.2, compared to US$1.6 for the second quarter of 2021.</p><p>o Their self-developed global hit game, Free Fire, continued to maintain top global rankings in user and grossing metrics. Free Fire was the most downloaded mobile game globally in the second quarter of 2022, and ranked third highest by average monthly active users on Google Play in the same quarter, according to data.ai.</p><p>o Free Fire also continued to be the highest grossing mobile game in Southeast Asia and Latin America for the second quarter of 2022, according to data.ai5 . Free Fire has maintained this leading position for the past 12 consecutive quarters.</p><p><b>Digital Financial Services </b></p><p>o GAAP revenue was US$279.0 million, up 214.4% year-on-year.</p><p>o Adjusted EBITDA was US$(111.5) million, compared to US$(155.0) million for the second quarter of 2021.</p><p>o Quarterly active users across our SeaMoney products and services reached 52.7million, up 53.3% year-on-year.</p><p>o The company continued to roll out more SeaMoney offerings across more markets, and have expanded synergies between Shopee and SeaMoney. Close to 40% of the quarterly active buyers on Shopee in Southeast Asia have used SeaMoney products or services in the second quarter of 2022.</p><p>o Total payment volume for the mobile wallet was US$5.7 billion, up 35.7% yearon-year.</p><p><b>E-commerce Full Year 2022 Guidance Update </b></p><p>In our efforts to adapt to increasing macro uncertainties, Sea are proactively shifting our strategies to further focus on efficiency and optimization for the long-term strength and profitability of the e-commerce business. Given this strategic shift, Sea will be suspending e-commerce GAAP revenue guidance for the full year 2022. The company believe such efforts will further strengthen our ability to better capture the long-term growth opportunities in our markets, which they remain highly positive about.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167148581","content_text":"Sea (NYSE:SE) reported quarterly losses of $(1.03) per share which beat the analyst consensus estimate of $(1.21) by 14.88 percent. This is a 68.85 percent decrease over losses of $(0.61) per share from the same period last year.  The company reported quarterly sales of $2.90 billion which missed the analyst consensus estimate of $2.97 billion by 2.36 percent.  This is a 27.14 percent increase over sales of $2.28 billion the same period last year.Sea shares dropped 7% in premarket trading after reporting quarterly results.Sea Limited today announced its financial results for the second quarter ended June 30, 2022.“Our solid results for the quarter reflect our continued progress in enhancing efficiency and strengthening our ecosystem,” said Forrest Li, Sea’s Chairman and Group Chief Executive Officer. “Shopee’s unit economics improved significantly driven by gains in both monetization and efficiency across our markets, even as we sustained a healthy growth rate against tough comparisons. At Garena, we saw positive outcomes from our focus on user retention and efforts to bring more engaging experiences to our large global games community, with quarterly active users stable quarter-on-quarter. We also benefited from expanding synergies between Shopee and SeaMoney as our underserved user base adopted more of our financial products and services, resulting in strong growth and narrowing losses at SeaMoney.”“Our success has always been defined by our ability to focus on the right thing at the right time, quickly make the right strategic decisions, and remain agile and adaptable in our execution. During the pandemic lockdowns, we rapidly scaled our businesses to answer to the fast-rising market demand for online consumption and services. That allowed us to significantly expand our businesses and total addressable markets, strengthen our market leadership, and scale up more efficiently.”“As we navigate the current environment of increased macro uncertainty with that same nimble and decisive approach, we believe it is vital to be thoughtful, prudent, and disciplined. While we have strong resources and are well on-track to achieve our self-sufficiency targets, we are nevertheless rapidly prioritizing profitability and cash flow management. We are confident that this focus, combined with our demonstrated ability to execute, our scale and leadership, and our proven business models, will position us for long-term sustained success.”Second Quarter 2022 HighlightsGroup o Total GAAP revenue was US$2.9 billion, up 29.0% year-on-year.o Total gross profit was US$1.1 billion, up 17.1% year-on-year.o Total net loss was US$(931.2) million compared to US$(433.7) million for the second quarter of 2021. Total net loss excluding share-based compensation and impairment of goodwill1 was US$(569.8) million compared to US$(321.2) million for the second quarter of 2021.o Total adjusted EBITDA was US$(506.3) million compared to US$(24.1) million for the second quarter of 2021.E-commerce o GAAP revenue was US$1.7 billion, up 51.4% year-on-year. Based on constant currency assumptions3 , GAAP revenue was up 56.2% year-on-year.o GAAP revenue included US$1.5 billion of GAAP marketplace revenue4 , up 61.9% year-on-year, and US$0.3 billion of GAAP product revenue4 , up 13.6% year-onyear. GAAP revenue and GAAP marketplace revenue as % of total gross merchandise value (“GMV”) increased from 7.7% and 6.1% a year ago to 9.2% and 7.7%, respectively.o Gross orders totaled 2.0 billion, an increase of 41.6% year-on-year.o GMV was US$19.0 billion, an increase of 27.2% year-on-year. Based on constant currency assumptions , GMV was up 31.4% year-on-year.o Gross profit margin for e-commerce continued to improve sequentially quarteron-quarter, as we have seen faster growth of transaction-based fees and advertising income, which have higher profit margin compared to product revenue and revenue generated from other value-added services.o Adjusted EBITDAfor Shopee overall was US$(648.1) million compared to US$(579.8) million for the second quarter of 2021. Adjusted EBITDA loss per order improved by 21% to reach US$0.33 in the second quarter of 2022, compared to US$0.41 for the same period in 2021.▪ In Southeast Asia and Taiwan, adjusted EBITDA loss per order before allocation of headquarters’ common expenses (“HQ costs”) was less than 1 cent in the second quarter of 2022, representing 95% improvement yearon-year.▪ In Brazil, such losses also continued to improve by more than 35% yearon-year to reach US$1.42 in the second quarter of 2022.▪ HQ costs sequentially increased by US$27.5 million quarter-on-quarter, which was at a slower pace compared to the first quarter of 2022. The increase was predominantly driven by increase in research and development staff and server hosting cost, as we expanded our technological capabilities and service offerings.o In Southeast Asia overall, Indonesia and Taiwan respectively, Shopee continued to rank first in the Shopping category by average monthly active users and total time spent in app for the second quarter of 2022, according to data.ai.o In Brazil, Shopee continued to see strong performance with GAAP revenue increasing by more than 270% year-on-year in the second quarter of 2022. In the same quarter, Shopee also became first by average monthly active users in the shopping category in Brazil, while maintaining its top ranking by total time spent in app, according to data.ai.o Globally, Shopee was the top ranked app on Google Play in the Shopping category by total time spent in app and second by average monthly active users in the second quarter of 2022, according to data.ai.Digital Entertainment o GAAP revenue was US$900.3 million, compared to US$1.0 billion for the second quarter of 2021.o Bookings6 were US$717.4 million, compared to US$1.2 billion for the second quarter of 2021.o Adjusted EBITDA2 was US$333.6 million, compared to US$740.9 million for the second quarter of 2021.o Adjusted EBITDA represented 46.5% of bookings for the second quarter of 2022, compared to 62.8% for the second quarter of 2021.o Quarterly active users were 619.3 million, compared to 725.2 million for the second quarter of 2021 and 615.9 million for the first quarter of 2022.o Quarterly paying users were 56.1 million, representing paying user ratio of 9.1% for the second quarter compared to 12.7% for the same period in 2021.o Average bookings per user were US$1.2, compared to US$1.6 for the second quarter of 2021.o Their self-developed global hit game, Free Fire, continued to maintain top global rankings in user and grossing metrics. Free Fire was the most downloaded mobile game globally in the second quarter of 2022, and ranked third highest by average monthly active users on Google Play in the same quarter, according to data.ai.o Free Fire also continued to be the highest grossing mobile game in Southeast Asia and Latin America for the second quarter of 2022, according to data.ai5 . Free Fire has maintained this leading position for the past 12 consecutive quarters.Digital Financial Services o GAAP revenue was US$279.0 million, up 214.4% year-on-year.o Adjusted EBITDA was US$(111.5) million, compared to US$(155.0) million for the second quarter of 2021.o Quarterly active users across our SeaMoney products and services reached 52.7million, up 53.3% year-on-year.o The company continued to roll out more SeaMoney offerings across more markets, and have expanded synergies between Shopee and SeaMoney. Close to 40% of the quarterly active buyers on Shopee in Southeast Asia have used SeaMoney products or services in the second quarter of 2022.o Total payment volume for the mobile wallet was US$5.7 billion, up 35.7% yearon-year.E-commerce Full Year 2022 Guidance Update In our efforts to adapt to increasing macro uncertainties, Sea are proactively shifting our strategies to further focus on efficiency and optimization for the long-term strength and profitability of the e-commerce business. Given this strategic shift, Sea will be suspending e-commerce GAAP revenue guidance for the full year 2022. The company believe such efforts will further strengthen our ability to better capture the long-term growth opportunities in our markets, which they remain highly positive about.","news_type":1},"isVote":1,"tweetType":1,"viewCount":855,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9076390049,"gmtCreate":1657784756281,"gmtModify":1676536061807,"author":{"id":"3581985691772681","authorId":"3581985691772681","name":"紘瑀","avatar":"https://community-static.tradeup.com/news/183abd398e273ad288bd16fc4faa9c69","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581985691772681","authorIdStr":"3581985691772681"},"themes":[],"htmlText":"Always good to read such detailed analysis&nbsp;","listText":"Always good to read such detailed analysis&nbsp;","text":"Always good to read such detailed analysis","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9076390049","repostId":"1174191896","repostType":2,"repost":{"id":"1174191896","pubTimestamp":1657776259,"share":"https://ttm.financial/m/news/1174191896?lang=&edition=fundamental","pubTime":"2022-07-14 13:24","market":"us","language":"en","title":"Apple Vs. Google: There's A Clear Winner","url":"https://stock-news.laohu8.com/highlight/detail?id=1174191896","media":"Seeking Alpha","summary":"SummaryApple and Google are both wide moat stocks with high margins and strong growth.They are simil","content":"<html><head></head><body><p>Summary</p><ul><li>Apple and Google are both wide moat stocks with high margins and strong growth.</li><li>They are similar in many ways, but Google is currently cheaper.</li><li>On the other hand, Apple has higher brand loyalty.</li><li>In this article, I analyze Apple and Google side by side to see which is better.</li></ul><p><a href=\"https://laohu8.com/S/AAPL\">Apple</a> and <a href=\"https://laohu8.com/S/GOOG\">Alphabet</a> are two of America’s biggest tech giants. One has a fanatical fan base andextreme brand loyalty, the other is themostubiquitous companyin the world. There’s a strong case to be made for owning both of them, and this author, at least, does.</p><p>However, it is worth exploring which of these two stocks is the better buy. First, it’s valuable as an intellectual exercise. Second, it can help you with position sizing. It’s easy enough to say “Apple and Google are both great companies,” it’s a different matter entirely to say how they should be weighted in your portfolio.</p><p>You can always just buy AAPL and GOOG via the <a href=\"https://laohu8.com/S/QQQ\">Invesco QQQ Trust</a>, and enjoy both stocks at their market cap weightings. However, Google has historicallyhad stronger growththanApple, and if that continues, then those who overweight GOOG today will be rewarded.</p><p>So, between Apple and Google, which is the better buy?</p><p>There are many different opinions on this. Warren Buffett owns Apple but not Google, which implies he likes the former better. However, Buffett’s partner Charlie Munger recently commented that GOOG was a great stock that he and Buffett had “missed.” Li Lu, another top value investor, holds Google in addition to Apple.</p><p>As for me personally, I have Google at a higher portfolio weighting than Apple. I think they’re both great companies, but Google was much cheaper than Apple when I started buying the two stocks, despite having better growth. Google’s earnings growth is technically negative due to it owning a stock portfolio during a bear market, but its free cash flow growth is better than Apple’s. I think that Google will outgrow Apple for the foreseeable future, so I see its stock as a somewhat better buy.</p><h3>Competitive Landscape</h3><p>When comparing Apple and Google, we need to look at the competitive landscape they operate in. Both companies are giants in the tech sector, and they offer similar products, including:</p><ul><ul><li></li><li>Smartphone operating systems.</li><li></li><li>App stores.</li><li></li><li>Hardware.</li></ul></ul><p>Generally speaking, Apple is ahead of Google on hardware, but Google is ahead of Apple on software. In 2021, Apple sold240 million iPhones, Google’s Pixel 6 reportedly didn’t sell wellthat year. However, Google’s software has acombined 4.3 billion users, while Apple has1.65 billiontotal users. So, Google software has more reach than Apple’s combined hardware/software ecosystem does. Additionally, Android has about 75% of the smartphone market worldwide, while IOS has 25%.</p><p>The matter is more complicated when we look at revenue. Apple and Google both take revenue cuts from developers on their app stores, and the Apple app store generates way more sales than the Google Play store. In the first quarter, the app store did $21.8 billion in sales, while the play store did $10.7 billion. Android has more installs than IOS, but IOS users, who trend wealthier than average, are more willing to spend money on apps compared to Android users.</p><p>A few other items of note about the competition between Apple and Google:</p><ul><ul><li></li><li>Apple has an ecosystem of apps and hardware which integrate with each other, helping the company collect more revenue per customer.</li><li></li><li>Google also has apps that can work across different devices to create an ecosystem, but because Google software runs mostly on third party hardware, Google doesn’t achieve the full sweep of sales that Apple does (hardware + app downloads + services).</li><li></li><li>Apple and Google also compete in smart watches, a market where Apple has the greatest share out of all manufacturers.</li></ul></ul><p>In addition to the competition between Apple and Google, there are also areas where the two are aligned. Chiefly, in advertising. Google pays Apple$15 billion a yearto be the default IOS search engine. So, both Apple and Google make money off of the success of Google’s advertising platforms. This gives the two companies an edge compared to <a href=\"https://laohu8.com/S/META\">Meta Platforms</a>, which is currently losing$10 billion a yearin revenue to Apple’srecent privacy changes.</p><h3>Comparative Valuation</h3><p>When we look at Apple and Google side by side, we can see clearly that they are both incredibly well positioned in the tech industry. It’s very difficult to say which of the two is better positioned. They both control mobile platforms, which make them less vulnerable to competitors than Meta, <b>Snap</b>(SNAP) and others. As for the comparison between Apple and Google: that’s less clear, because their structural advantages are very similar.</p><p>In order to break the tie between Apple and Google, then, we’ll have to do a comparative valuation. Assuming both companies are equally entrenched in the market, then the one that’s cheaper relative to intrinsic value is the better buy.</p><p>First though, we need to look at both companies’ trailing 12-month (“TTM”) financials side by side.</p><h3>Financials</h3><p>In the table below, I have presented some TTM financials for Apple and Google, courtesy of Seeking Alpha Quant:</p><p><img src=\"https://static.tigerbbs.com/df6ddfcce9f1672db46d9aecca3ff169\" tg-width=\"848\" tg-height=\"566\" width=\"100%\" height=\"auto\"/>Using the table above, some key ratios for the two companies can be calculated as follows:</p><p><img src=\"https://static.tigerbbs.com/7d405e8d59435b7e246742a416c516de\" tg-width=\"823\" tg-height=\"338\" width=\"100%\" height=\"auto\"/>As you can see, Apple takes the cake on 2 out of 3 profitability ratios, but Google has better debt to equity and current ratios. These data seem to suggest that Apple is more profitable, while Google has the better balance sheet. We can confirm my profitability analysis by looking at Seeking Alpha Quant&#39;s ratios:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/46f7e66ffa0a24e70076b788d7c34db9\" tg-width=\"640\" tg-height=\"914\" width=\"100%\" height=\"auto\"/><span>AAPL profitability (Seeking Alpha Quant)</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5ded8e928d6a71cc356992117037ba88\" tg-width=\"640\" tg-height=\"947\" width=\"100%\" height=\"auto\"/><span>GOOG profitability (Seeking Alpha Quant)</span></p><p>The numbers from Seeking Alpha Quant differ from mine slightly, but basically agree that Apple and Google have similar profitability ratios. Apple has a vastly superior return on equity, though--near&#39;s five times Google&#39;s. Given the closeness of all the metrics apart from ROE and ROA, those can serve as tie breakers, giving Apple the win on profitability.</p><p>The balance sheet comparison isn&#39;t close. Apple&#39;s debt to equity ratio is 30 times higher than Google&#39;s, while its current ratio is only a third of Google&#39;s. These data suggest that Google is more liquid, and more solvent, than Apple. Below I&#39;ve compiled some third-party ratios by MacroTrends, which agree with my analysis that Google has fewer liabilities relative to assets, both long term and current, compared to Apple.</p><p><img src=\"https://static.tigerbbs.com/0a908a9a1fd9294691b9169408a1b189\" tg-width=\"640\" tg-height=\"83\" width=\"100%\" height=\"auto\"/>The tables above clearly show that Google&#39;s liquidity ratios are higher than Apple&#39;s, and its debt ratios lower--this suggests higher liquidity and solvency.</p><h3>Valuation</h3><p>Armed with Apple and Google&#39;s financials, we can now move on to valuation. So far, our comparison basically favors Google: it has a much better balance sheet than Apple does. But which stock is a better value?</p><p>According to Seeking Alpha Quant, some key valuation metrics for Apple and Google include:</p><p>For a more forward-looking valuation, we can do a DCF model. Assuming an 8% discount rate, a 0% perpetual growth rate, and using 5-year historical FCF growth rates for both stocks, my DCF model yielded these fair values:</p><ul><li>Google: $2,702.</li><li>Apple: $171.</li></ul><p>Both get valuations above their current prices, but Google&#39;s upside (20%) is higher than Apple&#39;s (17.9%).</p><p>When we factor in both multiples and discounted cash flows, there’s no question:</p><p><i>Google wins on valuation.</i></p><p>All of the multiples are much lower for Google than for Apple, and Google&#39;s fair value is higher. Additionally, Google has much higher historical revenue growth than Apple does. In the last 12 months, Googlegrew revenue at 37%, Apple atonly 18.6%. In the most recent quarter, Google reported an earnings decline, whereas Apple’s earnings grew. However, Google’s earnings decline was mainly due to having stocks on its balance sheet. GAAP accounting rules require companies to count stock price fluctuations as part of earnings, which results in losses when stocks go down. It does not, however, reflect operating performance: Google’soperating cash flowgrew 9% in Q1.</p><p>Conclusion: Google is the Better Long-Term Value</p><p>Having considered competitive, financial and valuation factors, I conclude that Google is a better value than Apple at today’s prices. To recap the results of each section of my analysis:</p><ul><li><p>Competitive position: tie.</p></li><li><p>Profitability: slight win by Apple.</p></li><li><p>Balance sheet: huge win by Google.</p></li><li><p>Valuation: huge win by Google.</p></li><li><p>Growth: small win by Google.</p></li></ul><p>Out of the five factors I’ve looked at, Google wins on three, Apple wins on one, and one is a tie. The former stock has more things going for it than the latter does. For this reason, I have Google overweighted in my portfolio relative to Apple.</p><h3>Risks and Challenges</h3><p>While my analysis shows that Google has more advantages over Apple than vice versa, I am heavily relying on quantifiable factors here. There’s a plausible case to be made that Apple beats Google on “soft” factors, such as marketing and branding. Everybody knows AAPL has a great brand - how much is it worth exactly? It’s hard to say. Brand recognition gives companies pricing power, and Apple has a lot more of that than Google does. It is possible that, over time, Apple’s brand power will prevail over Google’s ubiquity. There is no way to fit that possibility into a quantitative model, but it exists.</p><p>There’s also the possibility of short-term volatility in Google after this month’s earnings release. Both Apple and Google are releasing earnings in a few weeks, and Google is vulnerable due to its equity investments. When equities decline in price, their “losses” take a bite out of earnings for companies that hold them. This factor will work against Google in the upcoming release, as itholds positionsin struggling stocks like <b>UiPath</b>(PATH).</p><p>There are also risks to investors choosing to go long both of these stocks. The Federal Reserve israising interest ratesthis year, and rate hikes aren’t usually good for tech stocks. The higher the risk-free rate, the less valuable future growth is. High interest rates generally make value stocks more appealing than growth stocks, and neither Google nor Apple is really in ‘value’ territory just yet.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Vs. Google: There's A Clear Winner</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 Vs. Google: There's A Clear Winner\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-14 13:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4523185-apple-vs-google-stock-clear-winner><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryApple and Google are both wide moat stocks with high margins and strong growth.They are similar in many ways, but Google is currently cheaper.On the other hand, Apple has higher brand loyalty....</p>\n\n<a href=\"https://seekingalpha.com/article/4523185-apple-vs-google-stock-clear-winner\">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","GOOG":"谷歌","GOOGL":"谷歌A"},"source_url":"https://seekingalpha.com/article/4523185-apple-vs-google-stock-clear-winner","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174191896","content_text":"SummaryApple and Google are both wide moat stocks with high margins and strong growth.They are similar in many ways, but Google is currently cheaper.On the other hand, Apple has higher brand loyalty.In this article, I analyze Apple and Google side by side to see which is better.Apple and Alphabet are two of America’s biggest tech giants. One has a fanatical fan base andextreme brand loyalty, the other is themostubiquitous companyin the world. There’s a strong case to be made for owning both of them, and this author, at least, does.However, it is worth exploring which of these two stocks is the better buy. First, it’s valuable as an intellectual exercise. Second, it can help you with position sizing. It’s easy enough to say “Apple and Google are both great companies,” it’s a different matter entirely to say how they should be weighted in your portfolio.You can always just buy AAPL and GOOG via the Invesco QQQ Trust, and enjoy both stocks at their market cap weightings. However, Google has historicallyhad stronger growththanApple, and if that continues, then those who overweight GOOG today will be rewarded.So, between Apple and Google, which is the better buy?There are many different opinions on this. Warren Buffett owns Apple but not Google, which implies he likes the former better. However, Buffett’s partner Charlie Munger recently commented that GOOG was a great stock that he and Buffett had “missed.” Li Lu, another top value investor, holds Google in addition to Apple.As for me personally, I have Google at a higher portfolio weighting than Apple. I think they’re both great companies, but Google was much cheaper than Apple when I started buying the two stocks, despite having better growth. Google’s earnings growth is technically negative due to it owning a stock portfolio during a bear market, but its free cash flow growth is better than Apple’s. I think that Google will outgrow Apple for the foreseeable future, so I see its stock as a somewhat better buy.Competitive LandscapeWhen comparing Apple and Google, we need to look at the competitive landscape they operate in. Both companies are giants in the tech sector, and they offer similar products, including:Smartphone operating systems.App stores.Hardware.Generally speaking, Apple is ahead of Google on hardware, but Google is ahead of Apple on software. In 2021, Apple sold240 million iPhones, Google’s Pixel 6 reportedly didn’t sell wellthat year. However, Google’s software has acombined 4.3 billion users, while Apple has1.65 billiontotal users. So, Google software has more reach than Apple’s combined hardware/software ecosystem does. Additionally, Android has about 75% of the smartphone market worldwide, while IOS has 25%.The matter is more complicated when we look at revenue. Apple and Google both take revenue cuts from developers on their app stores, and the Apple app store generates way more sales than the Google Play store. In the first quarter, the app store did $21.8 billion in sales, while the play store did $10.7 billion. Android has more installs than IOS, but IOS users, who trend wealthier than average, are more willing to spend money on apps compared to Android users.A few other items of note about the competition between Apple and Google:Apple has an ecosystem of apps and hardware which integrate with each other, helping the company collect more revenue per customer.Google also has apps that can work across different devices to create an ecosystem, but because Google software runs mostly on third party hardware, Google doesn’t achieve the full sweep of sales that Apple does (hardware + app downloads + services).Apple and Google also compete in smart watches, a market where Apple has the greatest share out of all manufacturers.In addition to the competition between Apple and Google, there are also areas where the two are aligned. Chiefly, in advertising. Google pays Apple$15 billion a yearto be the default IOS search engine. So, both Apple and Google make money off of the success of Google’s advertising platforms. This gives the two companies an edge compared to Meta Platforms, which is currently losing$10 billion a yearin revenue to Apple’srecent privacy changes.Comparative ValuationWhen we look at Apple and Google side by side, we can see clearly that they are both incredibly well positioned in the tech industry. It’s very difficult to say which of the two is better positioned. They both control mobile platforms, which make them less vulnerable to competitors than Meta, Snap(SNAP) and others. As for the comparison between Apple and Google: that’s less clear, because their structural advantages are very similar.In order to break the tie between Apple and Google, then, we’ll have to do a comparative valuation. Assuming both companies are equally entrenched in the market, then the one that’s cheaper relative to intrinsic value is the better buy.First though, we need to look at both companies’ trailing 12-month (“TTM”) financials side by side.FinancialsIn the table below, I have presented some TTM financials for Apple and Google, courtesy of Seeking Alpha Quant:Using the table above, some key ratios for the two companies can be calculated as follows:As you can see, Apple takes the cake on 2 out of 3 profitability ratios, but Google has better debt to equity and current ratios. These data seem to suggest that Apple is more profitable, while Google has the better balance sheet. We can confirm my profitability analysis by looking at Seeking Alpha Quant's ratios:AAPL profitability (Seeking Alpha Quant)GOOG profitability (Seeking Alpha Quant)The numbers from Seeking Alpha Quant differ from mine slightly, but basically agree that Apple and Google have similar profitability ratios. Apple has a vastly superior return on equity, though--near's five times Google's. Given the closeness of all the metrics apart from ROE and ROA, those can serve as tie breakers, giving Apple the win on profitability.The balance sheet comparison isn't close. Apple's debt to equity ratio is 30 times higher than Google's, while its current ratio is only a third of Google's. These data suggest that Google is more liquid, and more solvent, than Apple. Below I've compiled some third-party ratios by MacroTrends, which agree with my analysis that Google has fewer liabilities relative to assets, both long term and current, compared to Apple.The tables above clearly show that Google's liquidity ratios are higher than Apple's, and its debt ratios lower--this suggests higher liquidity and solvency.ValuationArmed with Apple and Google's financials, we can now move on to valuation. So far, our comparison basically favors Google: it has a much better balance sheet than Apple does. But which stock is a better value?According to Seeking Alpha Quant, some key valuation metrics for Apple and Google include:For a more forward-looking valuation, we can do a DCF model. Assuming an 8% discount rate, a 0% perpetual growth rate, and using 5-year historical FCF growth rates for both stocks, my DCF model yielded these fair values:Google: $2,702.Apple: $171.Both get valuations above their current prices, but Google's upside (20%) is higher than Apple's (17.9%).When we factor in both multiples and discounted cash flows, there’s no question:Google wins on valuation.All of the multiples are much lower for Google than for Apple, and Google's fair value is higher. Additionally, Google has much higher historical revenue growth than Apple does. In the last 12 months, Googlegrew revenue at 37%, Apple atonly 18.6%. In the most recent quarter, Google reported an earnings decline, whereas Apple’s earnings grew. However, Google’s earnings decline was mainly due to having stocks on its balance sheet. GAAP accounting rules require companies to count stock price fluctuations as part of earnings, which results in losses when stocks go down. It does not, however, reflect operating performance: Google’soperating cash flowgrew 9% in Q1.Conclusion: Google is the Better Long-Term ValueHaving considered competitive, financial and valuation factors, I conclude that Google is a better value than Apple at today’s prices. To recap the results of each section of my analysis:Competitive position: tie.Profitability: slight win by Apple.Balance sheet: huge win by Google.Valuation: huge win by Google.Growth: small win by Google.Out of the five factors I’ve looked at, Google wins on three, Apple wins on one, and one is a tie. The former stock has more things going for it than the latter does. For this reason, I have Google overweighted in my portfolio relative to Apple.Risks and ChallengesWhile my analysis shows that Google has more advantages over Apple than vice versa, I am heavily relying on quantifiable factors here. There’s a plausible case to be made that Apple beats Google on “soft” factors, such as marketing and branding. Everybody knows AAPL has a great brand - how much is it worth exactly? It’s hard to say. Brand recognition gives companies pricing power, and Apple has a lot more of that than Google does. It is possible that, over time, Apple’s brand power will prevail over Google’s ubiquity. There is no way to fit that possibility into a quantitative model, but it exists.There’s also the possibility of short-term volatility in Google after this month’s earnings release. Both Apple and Google are releasing earnings in a few weeks, and Google is vulnerable due to its equity investments. When equities decline in price, their “losses” take a bite out of earnings for companies that hold them. This factor will work against Google in the upcoming release, as itholds positionsin struggling stocks like UiPath(PATH).There are also risks to investors choosing to go long both of these stocks. The Federal Reserve israising interest ratesthis year, and rate hikes aren’t usually good for tech stocks. The higher the risk-free rate, the less valuable future growth is. High interest rates generally make value stocks more appealing than growth stocks, and neither Google nor Apple is really in ‘value’ territory just yet.","news_type":1},"isVote":1,"tweetType":1,"viewCount":730,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9090103188,"gmtCreate":1643103506555,"gmtModify":1676533774281,"author":{"id":"3581985691772681","authorId":"3581985691772681","name":"紘瑀","avatar":"https://community-static.tradeup.com/news/183abd398e273ad288bd16fc4faa9c69","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581985691772681","authorIdStr":"3581985691772681"},"themes":[],"htmlText":"Keep it going....","listText":"Keep it going....","text":"Keep it going....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9090103188","repostId":"1163280331","repostType":2,"isVote":1,"tweetType":1,"viewCount":554,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9910445639,"gmtCreate":1663674810421,"gmtModify":1676537313175,"author":{"id":"3581985691772681","authorId":"3581985691772681","name":"紘瑀","avatar":"https://community-static.tradeup.com/news/183abd398e273ad288bd16fc4faa9c69","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581985691772681","authorIdStr":"3581985691772681"},"themes":[],"htmlText":"Only time will tell","listText":"Only time will tell","text":"Only time will tell","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9910445639","repostId":"1129014273","repostType":4,"isVote":1,"tweetType":1,"viewCount":390,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":121484225,"gmtCreate":1624489613867,"gmtModify":1703837987404,"author":{"id":"3581985691772681","authorId":"3581985691772681","name":"紘瑀","avatar":"https://community-static.tradeup.com/news/183abd398e273ad288bd16fc4faa9c69","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581985691772681","authorIdStr":"3581985691772681"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CXM\">$Sprinklr, Inc.(CXM)$</a>Got lucky","listText":"<a href=\"https://laohu8.com/S/CXM\">$Sprinklr, Inc.(CXM)$</a>Got lucky","text":"$Sprinklr, Inc.(CXM)$Got lucky","images":[{"img":"https://static.tigerbbs.com/480cbee0be8be03869579dc0010cca09","width":"828","height":"1434"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/121484225","isVote":1,"tweetType":1,"viewCount":413,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9999864519,"gmtCreate":1660520138133,"gmtModify":1676533482857,"author":{"id":"3581985691772681","authorId":"3581985691772681","name":"紘瑀","avatar":"https://community-static.tradeup.com/news/183abd398e273ad288bd16fc4faa9c69","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581985691772681","authorIdStr":"3581985691772681"},"themes":[],"htmlText":"Good stuff","listText":"Good stuff","text":"Good stuff","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9999864519","repostId":"2259170325","repostType":4,"repost":{"id":"2259170325","pubTimestamp":1660447076,"share":"https://ttm.financial/m/news/2259170325?lang=&edition=fundamental","pubTime":"2022-08-14 11:17","market":"us","language":"en","title":"Missed Out on the FAANG Stocks? Buy the CASH Stocks Instead","url":"https://stock-news.laohu8.com/highlight/detail?id=2259170325","media":"Motley Fool","summary":"It might be time for investors to turn their attention to the next generation of game-changing companies.","content":"<html><head></head><body><p>Investors who actively follow the stock market might be familiar with the FAANG acronym. It conveniently groups together some of the largest modern technology companies in the world, namely:</p><ul><li>Facebook, which now trades under <b><a href=\"https://laohu8.com/S/META\">Meta Platforms</a></b></li><li><b>Amazon</b></li><li><b>Apple</b></li><li><b>Netflix</b></li><li>Google, which trades under <b>Alphabet</b></li></ul><p>The five stocks are known for their soaring long-term returns, with Amazon, Apple, and Alphabet each worth over $1 trillion today. While they&#39;re still some of the greatest companies investors can buy, there might be a new generation of FAANG stocks emerging.</p><p>A panel of three Motley Fool contributors has just coined the CASH acronym, covering <b>Cloudflare</b> (NET 3.58%), <b>Advanced Micro Devices</b> (AMD 2.76%), and <b>Shopify</b> (SHOP 0.84%). Here&#39;s what makes them worth buying.</p><h2>A disruptive cloud computing company</h2><p><b>Trevor Jennewine (Cloudflare):</b> The cloud computing industry is dominated by tech titans like Amazon Web Services (AWS), but Cloudflare has distinguished itself in several ways, and the company is growing at a tremendous pace.</p><p>Cloudflare operates a global edge cloud. Its infrastructure spans 275 cities, interconnecting with thousands of other networks, including every major internet service provider. That makes Cloudflare very fast. Its infrastructure sits within 50 milliseconds of 95% of the globe&#39;s internet-connected population, and internal studies suggest that Cloudflare is the fastest network in the vast majority of countries around the world.</p><p>Using that advantage, Cloudflare offers a range of application, network, and security services that accelerate and protect business-critical infrastructure, while eliminating the cost and complexity of managing network hardware on site. Cloudflare also provides developer tools that empower customers to create websites, design software, and write code directly on its network. <b>Forrester Research</b> recently recognized Cloudflare as the leader in edge development.</p><p>Additionally, Cloudflare is designed to support hybrid cloud and multicloud strategies. Think of its network as a single pane of glass that provides each customer with visibility, performance, and security across its entire IT ecosystem, from private data centers to public clouds. That differentiates Cloudflare from public cloud vendors, because those vendors tend to favor their own technologies.</p><p>Cloudflare grew its customer base 20% to 151,000 over the past year, and the average customer spent 26% more, underscoring an effective land-and-expand strategy. In turn, revenue skyrocketed 53% to $813 million, and the company generated $36 million in cash from operations. That meager cash flow may worry some investors, but Cloudflare puts its market opportunity at $135 billion by 2024 and management plans to run the business near breakeven for the foreseeable future to capitalize on that.</p><p>Given its competitive strengths and sizable market opportunity, the future looks bright for Cloudflare. That&#39;s why this growth stock is a buy.</p><h2>The leader in high-performance computing</h2><p><b>Anthony Di Pizio (Advanced Micro Devices): </b>It&#39;s hard to find a product or service today that hasn&#39;t been digitized in some way, and it&#39;s made possible thanks to advanced computer chips delivering smaller, cheaper, and more portable processing power. Advanced Micro Devices is a world-leading producer of such chips (commercially known as semiconductors), and it&#39;s the driving force behind some of the most popular consumer electronics.</p><p>The company&#39;s chips power both <b>Sony</b>&#39;s PlayStation 5 and <b>Microsoft</b>&#39;s Xbox, in addition to the infotainment systems in <b>Tesla</b>&#39;s line of electric vehicles. That should be enough to highlight AMD&#39;s importance to everyday life, but of course, the company does so much more.</p><p>AMD has a booming data center segment, which grew 83% year over year in the second quarter of 2022, delivering $1.5 billion in revenue. The company has some of the largest providers of cloud services as data center customers including Microsoft (Azure), and two of the FAANG names -- Amazon (Amazon Web Services) and Alphabet (Google Cloud).</p><p>But it&#39;s AMD&#39;s recent $49 billion acquisition of Xilinx that could be the real growth fuel in the long run. Xilinx is the adaptive computing industry leader, a technology that involves semiconductors that adjust to the users&#39; requirements in real time, reducing the need to constantly swap out hardware. AMD believes this is the next frontier, and the newly combined companies will likely make for the undisputed leader in high-performance computing over the next 10 years and beyond.</p><p>AMD&#39;s market valuation stands at just $158 billion right now, which is measly by FAANG standards, but there&#39;s no question the company is as impactful to the technology sector as any one of the names in that acronym. Right now, AMD stock trades at a cheaper price-to-earnings multiple (25.5) than the <b>Nasdaq-100</b> tech index (26.8), so it might be a great time to start building a position.</p><h2>This top dog is down, but not out</h2><p><b>Jamie Louko (Shopify):</b> Shopify has had its ups and downs recently, and the stock has certainly gotten punished for it. Shares of this e-commerce platform are down 78% from their all-time highs. Part of the reason for this is that the company is seeing e-commerce as a percentage of U.S. retail sales trend downward, and while e-commerce adoption is still higher than it was in 2019, it is falling back in line with pre-pandemic growth projections.</p><p>However, e-commerce is expected to become increasingly popular, and Shopify will likely benefit. The company enables small businesses to start, run, and grow their operations to help compete with bigger e-commerce sites. This endeavor has been quite successful: Shopify now has millions of merchants around the world, enabling almost $47 billion in merchandise volume sales in the second quarter of 2022.</p><p>Shopify merchants represented over 10% of U.S. retail e-commerce sales in 2021, but the company could take more share. Shopify is known for innovation and continuously offering new features and products to help its merchants thrive. This could transform Shopify into a gold-standard platform and help it take market share.</p><p>One of Shopify&#39;s latest innovations is the Shopify Fulfillment Network (SFN), which allows merchants to offload shipping and fulfillment duties to Shopify. This will be expensive to build, but it could add value. One of the advantages bigger e-commerce players have over small businesses is fast delivery times, so the fact that Shopify can achieve two-day delivery for the majority of orders could be a huge incentive to use Shopify&#39;s platform.</p><p>Shopify is a leader in the small business space and is attacking a large market. Its high switching costs also make its platform sticky. The company trades at 9.3 times sales -- a historically low valuation since it came public in 2015. While that&#39;s higher than other e-commerce stocks like <b>Etsy</b> and <b><a href=\"https://laohu8.com/S/BIGC\">BigCommerce Holdings</a></b> Shopify&#39;s competitive advantages might be worth a premium.</p><p>Given this historically reasonable price, investors might want to invest in this top dog and hold for the long haul.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Missed Out on the FAANG Stocks? Buy the CASH Stocks Instead</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\">\nMissed Out on the FAANG Stocks? Buy the CASH Stocks Instead\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-14 11:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/08/13/missed-out-faang-stocks-buy-cash-stocks-instead/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors who actively follow the stock market might be familiar with the FAANG acronym. It conveniently groups together some of the largest modern technology companies in the world, namely:Facebook, ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/08/13/missed-out-faang-stocks-buy-cash-stocks-instead/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SHOP":"Shopify Inc","AMD":"美国超微公司","NET":"Cloudflare, Inc."},"source_url":"https://www.fool.com/investing/2022/08/13/missed-out-faang-stocks-buy-cash-stocks-instead/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2259170325","content_text":"Investors who actively follow the stock market might be familiar with the FAANG acronym. It conveniently groups together some of the largest modern technology companies in the world, namely:Facebook, which now trades under Meta PlatformsAmazonAppleNetflixGoogle, which trades under AlphabetThe five stocks are known for their soaring long-term returns, with Amazon, Apple, and Alphabet each worth over $1 trillion today. While they're still some of the greatest companies investors can buy, there might be a new generation of FAANG stocks emerging.A panel of three Motley Fool contributors has just coined the CASH acronym, covering Cloudflare (NET 3.58%), Advanced Micro Devices (AMD 2.76%), and Shopify (SHOP 0.84%). Here's what makes them worth buying.A disruptive cloud computing companyTrevor Jennewine (Cloudflare): The cloud computing industry is dominated by tech titans like Amazon Web Services (AWS), but Cloudflare has distinguished itself in several ways, and the company is growing at a tremendous pace.Cloudflare operates a global edge cloud. Its infrastructure spans 275 cities, interconnecting with thousands of other networks, including every major internet service provider. That makes Cloudflare very fast. Its infrastructure sits within 50 milliseconds of 95% of the globe's internet-connected population, and internal studies suggest that Cloudflare is the fastest network in the vast majority of countries around the world.Using that advantage, Cloudflare offers a range of application, network, and security services that accelerate and protect business-critical infrastructure, while eliminating the cost and complexity of managing network hardware on site. Cloudflare also provides developer tools that empower customers to create websites, design software, and write code directly on its network. Forrester Research recently recognized Cloudflare as the leader in edge development.Additionally, Cloudflare is designed to support hybrid cloud and multicloud strategies. Think of its network as a single pane of glass that provides each customer with visibility, performance, and security across its entire IT ecosystem, from private data centers to public clouds. That differentiates Cloudflare from public cloud vendors, because those vendors tend to favor their own technologies.Cloudflare grew its customer base 20% to 151,000 over the past year, and the average customer spent 26% more, underscoring an effective land-and-expand strategy. In turn, revenue skyrocketed 53% to $813 million, and the company generated $36 million in cash from operations. That meager cash flow may worry some investors, but Cloudflare puts its market opportunity at $135 billion by 2024 and management plans to run the business near breakeven for the foreseeable future to capitalize on that.Given its competitive strengths and sizable market opportunity, the future looks bright for Cloudflare. That's why this growth stock is a buy.The leader in high-performance computingAnthony Di Pizio (Advanced Micro Devices): It's hard to find a product or service today that hasn't been digitized in some way, and it's made possible thanks to advanced computer chips delivering smaller, cheaper, and more portable processing power. Advanced Micro Devices is a world-leading producer of such chips (commercially known as semiconductors), and it's the driving force behind some of the most popular consumer electronics.The company's chips power both Sony's PlayStation 5 and Microsoft's Xbox, in addition to the infotainment systems in Tesla's line of electric vehicles. That should be enough to highlight AMD's importance to everyday life, but of course, the company does so much more.AMD has a booming data center segment, which grew 83% year over year in the second quarter of 2022, delivering $1.5 billion in revenue. The company has some of the largest providers of cloud services as data center customers including Microsoft (Azure), and two of the FAANG names -- Amazon (Amazon Web Services) and Alphabet (Google Cloud).But it's AMD's recent $49 billion acquisition of Xilinx that could be the real growth fuel in the long run. Xilinx is the adaptive computing industry leader, a technology that involves semiconductors that adjust to the users' requirements in real time, reducing the need to constantly swap out hardware. AMD believes this is the next frontier, and the newly combined companies will likely make for the undisputed leader in high-performance computing over the next 10 years and beyond.AMD's market valuation stands at just $158 billion right now, which is measly by FAANG standards, but there's no question the company is as impactful to the technology sector as any one of the names in that acronym. Right now, AMD stock trades at a cheaper price-to-earnings multiple (25.5) than the Nasdaq-100 tech index (26.8), so it might be a great time to start building a position.This top dog is down, but not outJamie Louko (Shopify): Shopify has had its ups and downs recently, and the stock has certainly gotten punished for it. Shares of this e-commerce platform are down 78% from their all-time highs. Part of the reason for this is that the company is seeing e-commerce as a percentage of U.S. retail sales trend downward, and while e-commerce adoption is still higher than it was in 2019, it is falling back in line with pre-pandemic growth projections.However, e-commerce is expected to become increasingly popular, and Shopify will likely benefit. The company enables small businesses to start, run, and grow their operations to help compete with bigger e-commerce sites. This endeavor has been quite successful: Shopify now has millions of merchants around the world, enabling almost $47 billion in merchandise volume sales in the second quarter of 2022.Shopify merchants represented over 10% of U.S. retail e-commerce sales in 2021, but the company could take more share. Shopify is known for innovation and continuously offering new features and products to help its merchants thrive. This could transform Shopify into a gold-standard platform and help it take market share.One of Shopify's latest innovations is the Shopify Fulfillment Network (SFN), which allows merchants to offload shipping and fulfillment duties to Shopify. This will be expensive to build, but it could add value. One of the advantages bigger e-commerce players have over small businesses is fast delivery times, so the fact that Shopify can achieve two-day delivery for the majority of orders could be a huge incentive to use Shopify's platform.Shopify is a leader in the small business space and is attacking a large market. Its high switching costs also make its platform sticky. The company trades at 9.3 times sales -- a historically low valuation since it came public in 2015. While that's higher than other e-commerce stocks like Etsy and BigCommerce Holdings Shopify's competitive advantages might be worth a premium.Given this historically reasonable price, investors might want to invest in this top dog and hold for the long haul.","news_type":1},"isVote":1,"tweetType":1,"viewCount":416,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9009457126,"gmtCreate":1640773969380,"gmtModify":1676533540616,"author":{"id":"3581985691772681","authorId":"3581985691772681","name":"紘瑀","avatar":"https://community-static.tradeup.com/news/183abd398e273ad288bd16fc4faa9c69","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581985691772681","authorIdStr":"3581985691772681"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/M44U.SI\">$MAPLETREE LOGISTICS TRUST(M44U.SI)$</a>Keep going","listText":"<a href=\"https://ttm.financial/S/M44U.SI\">$MAPLETREE LOGISTICS TRUST(M44U.SI)$</a>Keep going","text":"$MAPLETREE LOGISTICS TRUST(M44U.SI)$Keep going","images":[{"img":"https://static.itradeup.com/news/894ebff56e2b71f639c83bb045af9721","width":"828","height":"1632"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9009457126","isVote":1,"tweetType":1,"viewCount":786,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9099399414,"gmtCreate":1643294954371,"gmtModify":1676533799191,"author":{"id":"3581985691772681","authorId":"3581985691772681","name":"紘瑀","avatar":"https://community-static.tradeup.com/news/183abd398e273ad288bd16fc4faa9c69","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581985691772681","authorIdStr":"3581985691772681"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/UMC\">$United Microelectronics(UMC)</a>&nbsp;why company making money but stock price still drop?","listText":"<a href=\"https://ttm.financial/S/UMC\">$United Microelectronics(UMC)</a>&nbsp;why company making money but stock price still drop?","text":"$United Microelectronics(UMC) why company making money but stock price still drop?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9099399414","isVote":1,"tweetType":1,"viewCount":561,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":150335259,"gmtCreate":1624887007571,"gmtModify":1703847032332,"author":{"id":"3581985691772681","authorId":"3581985691772681","name":"紘瑀","avatar":"https://community-static.tradeup.com/news/183abd398e273ad288bd16fc4faa9c69","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581985691772681","authorIdStr":"3581985691772681"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TTD\">$Trade Desk Inc.(TTD)$</a>Still can buy, Seems likehit it 95 percentile peak?","listText":"<a href=\"https://laohu8.com/S/TTD\">$Trade Desk Inc.(TTD)$</a>Still can buy, Seems likehit it 95 percentile peak?","text":"$Trade Desk Inc.(TTD)$Still can buy, Seems likehit it 95 percentile peak?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/150335259","isVote":1,"tweetType":1,"viewCount":571,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":122957064,"gmtCreate":1624594705258,"gmtModify":1703841292771,"author":{"id":"3581985691772681","authorId":"3581985691772681","name":"紘瑀","avatar":"https://community-static.tradeup.com/news/183abd398e273ad288bd16fc4faa9c69","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581985691772681","authorIdStr":"3581985691772681"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DIS\">$Walt Disney(DIS)$</a>Come on! Go go go","listText":"<a href=\"https://laohu8.com/S/DIS\">$Walt Disney(DIS)$</a>Come on! Go go go","text":"$Walt Disney(DIS)$Come on! 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