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2022-07-25

$Berkshire Hathaway(BRK.B)$riding the current wave driven by increased fuel prices to boost Berkshire's returns

2022-08-20

$General Motors(GM)$resume and increase its opportunistic share repurchases to $5 billion of common stock

2022-07-02

$General Motors(GM)$big spending into EVs, Autonomous Vehicles & batteries, gaining foothold in China's market

2022-09-13

$BYD Co., Ltd.(BYDDY)$signed a land-purchase deal in Thailand to construct its first EV plant in Southeast Asia

2022-08-18

$Occidental(OXY)$Occidental, Chevron, BP, Halliburton, Callon and Exxon Mobil rose between 1% and 3%

2022-08-03

$Meta Platforms, Inc.(META)$one of just 18 companies in the S&P 500 without outstanding short or long-term debt

2022-07-03

$Occidental(OXY)$with strong backing of Berkshire Hathaway at 17.4% stake after 9.9 million shares buy in

2022-05-15

$Lordstown Motors Corp.(RIDE)$potential cash crunch due to incomplete asset purchase agreement with Foxconn

2022-08-12

$Alibaba(BABA)$decelerating revenue growth, the risk of getting delisted from US exchanges and its relatively pricey valuations in general

2022-06-10

$Berkshire Hathaway(BRK.B)$best mutual funds invested roughly $1.5 billion in the Warren Buffett-led conglomerate

2022-10-07

$Apple(AAPL)$services-related revenues should continue to advance and represent a strong engine for future growth

2022-04-13

$Tesla Motors(TSLA)$with record delivery despite supply-chain disruptions and Russia's invasion of Ukraine

2022-06-05

$Apple(AAPL)$proven over decades that it can create innovative products that consumers will spend on

2022-03-20

Sea Limited drags as Garena growth slows, Shopee and SeaMoney continue to burn cash, amidst stiff competition and geopolitical risks

Sea Limited: The Three-Headed Monster

2021-08-09

more vaccination, more earnings

BioNTech Stock Pops On Massive Earnings Beat; Company Looks Beyond Covid

2022-09-07

$Microsoft(MSFT)$dropping Meta Platforms and Netflix from the list and adding Microsoft, Tesla, and Nvidia to the group

2022-02-19

Berkshire Hathaway, Walgreens Boots Alliance, Palo Alto Networks, Bank of America, the safe choices during market volatility

Sorry, the original content has been removed

2022-08-11

$Dick's Sporting Goods(DKS)$exemplary dividend stock that provides a steady income stream that can help offset the rising costs of goods and services

2021-09-01

Next generation Apple watch into biomedical capability, awesome!

Future Apple Watch models will include fertility tracking, fever detection

2022-07-18

Amazon, Disney, Starbucks, undervalued for great buy

3 Undervalued Stocks to Buy in the Second Half of 2022

Go to Tiger App to see more news

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buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9960222021","repostId":"1157001352","repostType":4,"repost":{"id":"1157001352","pubTimestamp":1668175425,"share":"https://ttm.financial/m/news/1157001352?lang=&edition=fundamental","pubTime":"2022-11-11 22:03","market":"us","language":"en","title":"Microsoft is Alabama Senator’s Favorite Tech Pick","url":"https://stock-news.laohu8.com/highlight/detail?id=1157001352","media":"TipRanks","summary":"Story HighlightsSenator Tommy Tuberville is making opportunistic bets on Microsoft recently. Althoug","content":"<div>\n<p>Story HighlightsSenator Tommy Tuberville is making opportunistic bets on Microsoft recently. Although politicians’ trades are disclosed fairly late, tracking their trading activities may prove ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/microsoft-nasdaqmsft-is-alabama-senators-favorite-tech-pick\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","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>Microsoft is Alabama Senator’s Favorite Tech Pick</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\">\nMicrosoft is Alabama Senator’s Favorite Tech Pick\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-11 22:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/microsoft-nasdaqmsft-is-alabama-senators-favorite-tech-pick><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Story HighlightsSenator Tommy Tuberville is making opportunistic bets on Microsoft recently. Although politicians’ trades are disclosed fairly late, tracking their trading activities may prove ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/microsoft-nasdaqmsft-is-alabama-senators-favorite-tech-pick\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"source_url":"https://www.tipranks.com/news/article/microsoft-nasdaqmsft-is-alabama-senators-favorite-tech-pick","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157001352","content_text":"Story HighlightsSenator Tommy Tuberville is making opportunistic bets on Microsoft recently. Although politicians’ trades are disclosed fairly late, tracking their trading activities may prove insightful for investors.Alabama Senator Tommy Tuberville has been heavily trading (buying and selling) in the technology behemoth Microsoft Corp. (NASDAQ: MSFT). Notably, Tuberville’s trading history on Capitol Trades shows that the Republican actively trades in the technology sector.In October, Tuberville carried out six trades on Microsoft, including buying and selling options as well as stocks. On October 5, the senator sold MSFT stock in the range of $100K to $250K, and on October 13, he bought MSFT stock in the range of $250K to $500K. He also made a smaller purchase of MSFT stock on October 24, in the range of $15K to $50K. On the other hand, Tuberville sold stock options of MSFT on October 28 in the range of $1,000 to $5,000. The exact amounts of the trade remain unknown, as does the profit or loss on the transactions.Nonetheless, going by Tuberville’s history of perfectly timing trades to earn profits, one may agree that the senator must have surely reaped reasonable gains on the Microsoft trades. In the past month, MSFT stock has gained 7.8%. The Congressman sold three stock options on October 28, just three days after Microsoft reported better-than-expected Q1FY23 results.Is Microsoft Corp. a Buy?Wall Street analysts are highly optimistic about Microsoft Corp. On TipRanks, MSFT stock commands a Strong Buy consensus rating based on 24 Buys and three Holds. The average Microsoft price forecast of $293.46 implies a 20.8% upside potential to current levels. Meanwhile, the stock has lost 26.9% so far this year.Moreover, hedge funds have been adding MSFT stock to their portfolios. TipRanks’ Hedge Fund Trading Activity tool shows that confidence in Microsoft Corp. is currently Very Positive, as a whopping163 hedge funds increased their cumulative holdings of MSFT stock by 12.7 million shares in the last quarter.Ending ThoughtsSenator Tuberville has been an active trader. Interestingly, he has been alleged to have taken undue advantage of his position to make gains on his investments. Irrespective, the senator continues his trading maneuvers, and investors may choose to follow his trades to make reasonable returns on their investable funds.","news_type":1},"isVote":1,"tweetType":1,"viewCount":627,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9988570973,"gmtCreate":1666797919292,"gmtModify":1676537808065,"author":{"id":"3582006183410147","authorId":"3582006183410147","name":"DZL","avatar":"https://static.tigerbbs.com/640ac3ae648fded99146300a53c24a5b","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582006183410147","authorIdStr":"3582006183410147"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a><v-v data-views=\"1\"></v-v>brick house in a growing macro storm","listText":"<a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a><v-v data-views=\"1\"></v-v>brick house in a growing macro storm","text":"$Microsoft(MSFT)$brick house in a growing macro storm","images":[{"img":"https://community-static.tradeup.com/news/2dddfef5bf04ab45fbdccc85091088bc","width":"750","height":"1712"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9988570973","isVote":1,"tweetType":1,"viewCount":276,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9980342001,"gmtCreate":1665664776703,"gmtModify":1676537645018,"author":{"id":"3582006183410147","authorId":"3582006183410147","name":"DZL","avatar":"https://static.tigerbbs.com/640ac3ae648fded99146300a53c24a5b","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582006183410147","authorIdStr":"3582006183410147"},"themes":[],"htmlText":"Netflix, generate between 9M and 10M new subscribers in 2023","listText":"Netflix, generate between 9M and 10M new subscribers in 2023","text":"Netflix, generate between 9M and 10M new subscribers in 2023","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9980342001","repostId":"1192352107","repostType":4,"repost":{"id":"1192352107","pubTimestamp":1665662953,"share":"https://ttm.financial/m/news/1192352107?lang=&edition=fundamental","pubTime":"2022-10-13 20:09","market":"us","language":"en","title":"Netflix Rises As Morgan Stanley Sees Benefits From Advertising Tier","url":"https://stock-news.laohu8.com/highlight/detail?id=1192352107","media":"Seeking Alpha","summary":"Netflix (NASDAQ:NFLX) shares rose slightly in premarket trading on Thursday as investment firm Morga","content":"<html><head></head><body><p>Netflix (NASDAQ:NFLX) shares rose slightly in premarket trading on Thursday as investment firm Morgan Stanley reiterated its equal-weight rating on the streaming giant, but said there would be opportunities thanks to its upcoming advertising-supported tier.</p><p>Analyst Benjamin Swinburne, who also has a $230 price target on Netflix (NFLX), noted that the ad-supported tier could help Netflix (NFLX) not only expand its total addressable market, but also grow its average revenue per user in developed markets.</p><p>&#34;As a result, we raise our [U.S. and Canada] net adds outlook from modestly shrinking to modestly growing over time but remain at or modestly below consensus,&#34; Swinburne wrote.</p><p>The firm now believes the region could generate between 9M and 10M new subscribers in 2023, but noted there is a &#34;wide range of outcomes,&#34; pointing out the fact that every 10 basis points of monthly churn is the equivalent of 2 to 3M net subscribers.</p><p>The analyst also raised his estimates for paid net additions between 2023 and 2025, with expectations now for Netflix (NFLX) to add between 9M and 10M new subscribers per year, up from a prior view of 8M.</p><p>Swinburne also said that Netflix (NFLX) could see a &#34;modest lift&#34; to average revenue per user as it institutes its paid-sharing initiatives, with a &#34;minority&#34; of the 100M password shared accounts monetized over the next two to three years.</p><p>The analyst noted that if there is just a $3 to $5 per month benefit from paid sharing, average revenue per user could rise between 100 and 900 basis points compared to 2022 levels.</p><p>However, any benefit from higher net subscribers is likely to be offset by continued strength in the U.S. dollar, creating foreign exchange headwinds to both revenue and margins, along with near-term earnings per share.</p><p>And while Swinburne noted that Netflix (NFLX) is the &#34;clear market leader in streaming,&#34; shares have re-rated a bit in the past few months, trading at 23 times estimated 2023 earnings per share and 18 times EBITDA estimates.</p><p>&#34;For the first time in years, consensus estimates for Netflix have been moving higher and shares have seen multiple expansion,&#34; Swinburne penned.</p><p>&#34;We acknowledge a high degree of uncertainty in the impact on growth from both the ad-supported tier and paid sharing, but we do believe some degree of success has been reflected in the stock,&#34; Swinburne continued, adding that the risk-reward in shares is now &#34;fairly balanced.&#34;</p><p>On Wednesday, it was reported that Netflix (NFLX)was close to taking over a former military base in New Jersey for a new production complex.</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>Netflix Rises As Morgan Stanley Sees Benefits From Advertising Tier</title>\n<style 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}\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\">\nNetflix Rises As Morgan Stanley Sees Benefits From Advertising Tier\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-13 20:09 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3891034-netflix-rises-as-morgan-stanley-sees-benefits-from-advertising-tier><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Netflix (NASDAQ:NFLX) shares rose slightly in premarket trading on Thursday as investment firm Morgan Stanley reiterated its equal-weight rating on the streaming giant, but said there would be ...</p>\n\n<a href=\"https://seekingalpha.com/news/3891034-netflix-rises-as-morgan-stanley-sees-benefits-from-advertising-tier\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞"},"source_url":"https://seekingalpha.com/news/3891034-netflix-rises-as-morgan-stanley-sees-benefits-from-advertising-tier","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192352107","content_text":"Netflix (NASDAQ:NFLX) shares rose slightly in premarket trading on Thursday as investment firm Morgan Stanley reiterated its equal-weight rating on the streaming giant, but said there would be opportunities thanks to its upcoming advertising-supported tier.Analyst Benjamin Swinburne, who also has a $230 price target on Netflix (NFLX), noted that the ad-supported tier could help Netflix (NFLX) not only expand its total addressable market, but also grow its average revenue per user in developed markets.\"As a result, we raise our [U.S. and Canada] net adds outlook from modestly shrinking to modestly growing over time but remain at or modestly below consensus,\" Swinburne wrote.The firm now believes the region could generate between 9M and 10M new subscribers in 2023, but noted there is a \"wide range of outcomes,\" pointing out the fact that every 10 basis points of monthly churn is the equivalent of 2 to 3M net subscribers.The analyst also raised his estimates for paid net additions between 2023 and 2025, with expectations now for Netflix (NFLX) to add between 9M and 10M new subscribers per year, up from a prior view of 8M.Swinburne also said that Netflix (NFLX) could see a \"modest lift\" to average revenue per user as it institutes its paid-sharing initiatives, with a \"minority\" of the 100M password shared accounts monetized over the next two to three years.The analyst noted that if there is just a $3 to $5 per month benefit from paid sharing, average revenue per user could rise between 100 and 900 basis points compared to 2022 levels.However, any benefit from higher net subscribers is likely to be offset by continued strength in the U.S. dollar, creating foreign exchange headwinds to both revenue and margins, along with near-term earnings per share.And while Swinburne noted that Netflix (NFLX) is the \"clear market leader in streaming,\" shares have re-rated a bit in the past few months, trading at 23 times estimated 2023 earnings per share and 18 times EBITDA estimates.\"For the first time in years, consensus estimates for Netflix have been moving higher and shares have seen multiple expansion,\" Swinburne penned.\"We acknowledge a high degree of uncertainty in the impact on growth from both the ad-supported tier and paid sharing, but we do believe some degree of success has been reflected in the stock,\" Swinburne continued, adding that the risk-reward in shares is now \"fairly balanced.\"On Wednesday, it was reported that Netflix (NFLX)was close to taking over a former military base in New Jersey for a new production complex.","news_type":1},"isVote":1,"tweetType":1,"viewCount":377,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9917711886,"gmtCreate":1665585649146,"gmtModify":1676537631828,"author":{"id":"3582006183410147","authorId":"3582006183410147","name":"DZL","avatar":"https://static.tigerbbs.com/640ac3ae648fded99146300a53c24a5b","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582006183410147","authorIdStr":"3582006183410147"},"themes":[],"htmlText":"PepsiCo, 4% jump with Q3 earnings","listText":"PepsiCo, 4% jump with Q3 earnings","text":"PepsiCo, 4% jump with Q3 earnings","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9917711886","repostId":"1117309089","repostType":4,"repost":{"id":"1117309089","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":1665582649,"share":"https://ttm.financial/m/news/1117309089?lang=&edition=fundamental","pubTime":"2022-10-12 21:50","market":"us","language":"en","title":"Pepsi Jumped Nearly 4% in Morning Trading After Showing Its Financial Result","url":"https://stock-news.laohu8.com/highlight/detail?id=1117309089","media":"Tiger Newspress","summary":"Pepsi jumped nearly 4% in morning trading after showing its financial result.PepsiCo said third-quar","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/PEP\">Pepsi</a> jumped nearly 4% in morning trading after showing its financial result.<img src=\"https://static.tigerbbs.com/3694ad9aa40a7c028e6bb80aff756c8d\" tg-width=\"669\" tg-height=\"512\" width=\"100%\" height=\"auto\"/>PepsiCo said third-quarter revenue increased 8.8% year-over-year to $21.97 billion. The company reported quarterly earnings of $1.97 per share.</p><p>It raised its full-year 2022 organic revenue growth outlook from 10% to 12%. The company also raised its adjusted earnings guidance from $6.63 per share to approximately $6.73 per share versus the estimate of $6.69 per share.</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>Pepsi Jumped Nearly 4% in Morning Trading After Showing Its Financial Result</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\">\nPepsi Jumped Nearly 4% in Morning Trading After Showing Its Financial Result\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\">2022-10-12 21:50</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/PEP\">Pepsi</a> jumped nearly 4% in morning trading after showing its financial result.<img src=\"https://static.tigerbbs.com/3694ad9aa40a7c028e6bb80aff756c8d\" tg-width=\"669\" tg-height=\"512\" width=\"100%\" height=\"auto\"/>PepsiCo said third-quarter revenue increased 8.8% year-over-year to $21.97 billion. The company reported quarterly earnings of $1.97 per share.</p><p>It raised its full-year 2022 organic revenue growth outlook from 10% to 12%. The company also raised its adjusted earnings guidance from $6.63 per share to approximately $6.73 per share versus the estimate of $6.69 per share.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PEP":"百事可乐"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117309089","content_text":"Pepsi jumped nearly 4% in morning trading after showing its financial result.PepsiCo said third-quarter revenue increased 8.8% year-over-year to $21.97 billion. The company reported quarterly earnings of $1.97 per share.It raised its full-year 2022 organic revenue growth outlook from 10% to 12%. The company also raised its adjusted earnings guidance from $6.63 per share to approximately $6.73 per share versus the estimate of $6.69 per share.","news_type":1},"isVote":1,"tweetType":1,"viewCount":417,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9917695834,"gmtCreate":1665495326828,"gmtModify":1676537616052,"author":{"id":"3582006183410147","authorId":"3582006183410147","name":"DZL","avatar":"https://static.tigerbbs.com/640ac3ae648fded99146300a53c24a5b","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582006183410147","authorIdStr":"3582006183410147"},"themes":[],"htmlText":"Alibaba Cloud shared plans to double down on its overseas presence, including a $1 billion investment in a \"global partner ecosystem upgrade.\"","listText":"Alibaba Cloud shared plans to double down on its overseas presence, including a $1 billion investment in a \"global partner ecosystem upgrade.\"","text":"Alibaba Cloud shared plans to double down on its overseas presence, including a $1 billion investment in a \"global partner ecosystem upgrade.\"","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9917695834","repostId":"1166783680","repostType":4,"repost":{"id":"1166783680","pubTimestamp":1665490570,"share":"https://ttm.financial/m/news/1166783680?lang=&edition=fundamental","pubTime":"2022-10-11 20:16","market":"hk","language":"en","title":"Alibaba Cloud Steps Up Rivalry With Latest Move, Launches Data Center Equivalent To Google's Silicon Valley Headquarters","url":"https://stock-news.laohu8.com/highlight/detail?id=1166783680","media":"Benzinga","summary":"Alibaba Group Holding Limited cloud computing unit opened a new campus covering an area of 198,200 s","content":"<html><head></head><body><ul><li><b>Alibaba Group Holding Limited</b> cloud computing unit opened a new campus covering an area of 198,200 square meters (2.1 million sq ft) in its home city of Hangzhou.</li><li>Alibaba Cloud&#39;s new 10-building campus has a total floor area of 450,000 square meters, SCMP reports.</li><li>It is roughly the size of the campus for <b>Alphabet Inc</b> <b>Google&#39;s</b> Silicon Valley headquarters, which covers about 2 million sq ft in Mountain View, California.</li><li>Alibaba Cloud highlighted eco-friendly designs across the campus, including a photovoltaic power generation system, flowerpots made from recycled plastic, and high-efficiency, low-energy devices in the on-site coffee shop.</li><li>Alibaba Cloud had the fastest growth among all of Alibaba&#39;s business segments in the second quarter, making up 9% of total revenue.</li><li>Still, growth fell from 20% in the fourth quarter to 12% in the first.</li><li>In September, Alibaba Cloud shared plans to double down on its overseas presence, including a $1 billion investment in a &#34;global partner ecosystem upgrade.&#34;</li><li>It enjoyed a 9.5% market share in 2021, trailing <b>Microsoft Corp</b>(21%) and <b>Amazon.com Inc</b>(39%).</li><li>Alibaba Cloud remains the market leader in China&#39;s cloud services market.</li><li>Alibaba Cloud continued to do well with its overseas expansion plans this quarter, launching four data centers in three countries, namely Germany, Thailand, and Saudi Arabia.</li><li><b>Price Action:</b> BABA shares traded lower by 2.07% at $77.60 in the premarket on the last check Tuesday.</li></ul></body></html>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba Cloud Steps Up Rivalry With Latest Move, Launches Data Center Equivalent To Google's Silicon Valley Headquarters</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba Cloud Steps Up Rivalry With Latest Move, Launches Data Center Equivalent To Google's Silicon Valley Headquarters\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-11 20:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/news/22/10/29213079/alibaba-clouds-latest-hangzhou-campus-is-equivalent-to-googles-silicon-valley-headquarters><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Alibaba Group Holding Limited cloud computing unit opened a new campus covering an area of 198,200 square meters (2.1 million sq ft) in its home city of Hangzhou.Alibaba Cloud's new 10-building campus...</p>\n\n<a href=\"https://www.benzinga.com/news/22/10/29213079/alibaba-clouds-latest-hangzhou-campus-is-equivalent-to-googles-silicon-valley-headquarters\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://www.benzinga.com/news/22/10/29213079/alibaba-clouds-latest-hangzhou-campus-is-equivalent-to-googles-silicon-valley-headquarters","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166783680","content_text":"Alibaba Group Holding Limited cloud computing unit opened a new campus covering an area of 198,200 square meters (2.1 million sq ft) in its home city of Hangzhou.Alibaba Cloud's new 10-building campus has a total floor area of 450,000 square meters, SCMP reports.It is roughly the size of the campus for Alphabet Inc Google's Silicon Valley headquarters, which covers about 2 million sq ft in Mountain View, California.Alibaba Cloud highlighted eco-friendly designs across the campus, including a photovoltaic power generation system, flowerpots made from recycled plastic, and high-efficiency, low-energy devices in the on-site coffee shop.Alibaba Cloud had the fastest growth among all of Alibaba's business segments in the second quarter, making up 9% of total revenue.Still, growth fell from 20% in the fourth quarter to 12% in the first.In September, Alibaba Cloud shared plans to double down on its overseas presence, including a $1 billion investment in a \"global partner ecosystem upgrade.\"It enjoyed a 9.5% market share in 2021, trailing Microsoft Corp(21%) and Amazon.com Inc(39%).Alibaba Cloud remains the market leader in China's cloud services market.Alibaba Cloud continued to do well with its overseas expansion plans this quarter, launching four data centers in three countries, namely Germany, Thailand, and Saudi Arabia.Price Action: BABA shares traded lower by 2.07% at $77.60 in the premarket on the last check Tuesday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":566,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9917979267,"gmtCreate":1665430768559,"gmtModify":1676537603727,"author":{"id":"3582006183410147","authorId":"3582006183410147","name":"DZL","avatar":"https://static.tigerbbs.com/640ac3ae648fded99146300a53c24a5b","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582006183410147","authorIdStr":"3582006183410147"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9917979267","repostId":"1159526768","repostType":4,"repost":{"id":"1159526768","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":1665410037,"share":"https://ttm.financial/m/news/1159526768?lang=&edition=fundamental","pubTime":"2022-10-10 21:53","market":"us","language":"en","title":"Netflix Rose Nearly 3% in Morning Trading After JPMorgan's Prediction","url":"https://stock-news.laohu8.com/highlight/detail?id=1159526768","media":"Tiger Newspress","summary":"NFLX rose nearly 3% in morning trading after JPMorgan's prediction.JPMorgan Analyst Doug Anmuth esti","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/NFLX\">NFLX</a> rose nearly 3% in morning trading after JPMorgan&#39;s prediction.<img src=\"https://static.tigerbbs.com/3ef0ce203cb934a5d352340734be242b\" tg-width=\"670\" tg-height=\"506\" width=\"100%\" height=\"auto\"/>JPMorgan Analyst Doug Anmuth estimated in a new note on Monday that <b><a href=\"https://laohu8.com/S/NFLX\">NFLX</a></b> could drive 7.5 million subscribers to its ad-supported tier in its US/Canada segment in 2023. That alone will help drive $600 million in advertising sales in 2023 for the segment. Anmuth expects those numbers to swell by 2026 as Netflix&#39;s execution on selling ads improves.</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>Netflix Rose Nearly 3% in Morning Trading After JPMorgan's Prediction</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\">\nNetflix Rose Nearly 3% in Morning Trading After JPMorgan's Prediction\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\">2022-10-10 21:53</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/NFLX\">NFLX</a> rose nearly 3% in morning trading after JPMorgan&#39;s prediction.<img src=\"https://static.tigerbbs.com/3ef0ce203cb934a5d352340734be242b\" tg-width=\"670\" tg-height=\"506\" width=\"100%\" height=\"auto\"/>JPMorgan Analyst Doug Anmuth estimated in a new note on Monday that <b><a href=\"https://laohu8.com/S/NFLX\">NFLX</a></b> could drive 7.5 million subscribers to its ad-supported tier in its US/Canada segment in 2023. That alone will help drive $600 million in advertising sales in 2023 for the segment. Anmuth expects those numbers to swell by 2026 as Netflix&#39;s execution on selling ads improves.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159526768","content_text":"NFLX rose nearly 3% in morning trading after JPMorgan's prediction.JPMorgan Analyst Doug Anmuth estimated in a new note on Monday that NFLX could drive 7.5 million subscribers to its ad-supported tier in its US/Canada segment in 2023. That alone will help drive $600 million in advertising sales in 2023 for the segment. Anmuth expects those numbers to swell by 2026 as Netflix's execution on selling ads improves.","news_type":1},"isVote":1,"tweetType":1,"viewCount":613,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9914916550,"gmtCreate":1665155219770,"gmtModify":1676537565854,"author":{"id":"3582006183410147","authorId":"3582006183410147","name":"DZL","avatar":"https://static.tigerbbs.com/640ac3ae648fded99146300a53c24a5b","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582006183410147","authorIdStr":"3582006183410147"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a><v-v data-views=\"1\"></v-v>services-related revenues should continue to advance and represent a strong engine for future growth","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a><v-v data-views=\"1\"></v-v>services-related revenues should continue to advance and represent a strong engine for future growth","text":"$Apple(AAPL)$services-related revenues should continue to advance and represent a strong engine for future growth","images":[{"img":"https://community-static.tradeup.com/news/d68c7add6eb6b6fa4b5843647f841c54","width":"750","height":"1640"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":8,"repostSize":1,"link":"https://ttm.financial/post/9914916550","isVote":1,"tweetType":1,"viewCount":671,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9914918691,"gmtCreate":1665155102914,"gmtModify":1676537565823,"author":{"id":"3582006183410147","authorId":"3582006183410147","name":"DZL","avatar":"https://static.tigerbbs.com/640ac3ae648fded99146300a53c24a5b","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582006183410147","authorIdStr":"3582006183410147"},"themes":[],"htmlText":"Apple, a high-yield farm is what exactly it is","listText":"Apple, a high-yield farm is what exactly it is","text":"Apple, a high-yield farm is what exactly it is","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9914918691","repostId":"2273803113","repostType":4,"repost":{"id":"2273803113","pubTimestamp":1665131530,"share":"https://ttm.financial/m/news/2273803113?lang=&edition=fundamental","pubTime":"2022-10-07 16:32","market":"us","language":"en","title":"Apple: Why I Bought More At $140","url":"https://stock-news.laohu8.com/highlight/detail?id=2273803113","media":"Seeking Alpha","summary":"SummaryI placed a limit buy order for Apple at $140 in September. The order was triggered last Frida","content":"<html><head></head><body><h2>Summary</h2><ul><li>I placed a limit buy order for Apple at $140 in September. The order was triggered last Friday thanks to market volatility, and now I own more shares.</li><li>There is no doubt that the business faces many short-term challenges.</li><li>However, as Buffett commented, if you have to closely follow the day-to-day stuff, you should not own it in the first place.</li><li>This wisdom is true for Apple more than anything else in my mind.</li><li>Moreover, the market underestimates (or misunderstands) its SaaS potential and creates a mispricing.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/14d264625dbfe4fe0a4446b0ae1cf349\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\"/><span>Seremin</span></p><h2>Investment thesis</h2><p>During the last week of September (September 25 to be exact), I sent an alert to our marketplace members. The alert informed them that I placed a limit buy order for Apple (NASDAQ:AAPL) at $140 and mythought process (the stock price then was about $150.5). A price of $140 corresponds to about 22x of its FW PE. To me, any valuation near 20x is very attractive for a stock with ROCE (return on capital employed) near 100% like AAPL. At about 100% ROCE, a 5% investment rate would provide 5% organic real growth rates (i.e., before inflation adjustments). And a 22x PE would provide about 5% owners earnings yield, leading to a total return close to double digits. For a stock like AAPL, I am always happy to buy/add when the total annual return is close to 10% or above. A 10% return is healthy enough to start with. Once you adjust for the risks (and I consider the risks from AAPL similar to treasury bonds), a 10% annual return is almost 3x of what you can get from bonds in the long term.</p><p>Also, to put things under historical perspective, a valuation around 22x is also below the historical average of 24.7x in recent years by about 10% (11% to be exact), leaving a comfortable margin of safety. And also, bear in mind that the stock was so obviously before 2021 and those levels are outliers in my mind. So, the historical average of 24.75x is already biased.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a0abaa433019690a8212d9df8d71726d\" tg-width=\"640\" tg-height=\"369\" referrerpolicy=\"no-referrer\"/><span>Source: Seeking Alpha data</span></p><p>All told, thanks to market volatility, the stock price dipped below $140 a few days later on Sept 30. The order is triggered, and now I own more AAPL shares. I of course do not want to pretend that I have any idea that its price would actually dip below $140 or not. However, I do have a good sense of its intrinsic value and the magnitude of market gyrations. And as a long-term and patient investor, I do know that 22x PE is a good deal for a stock like AAPL.</p><h2>Near-term challenges</h2><p>There is no shortage of external challenges in the near term. And these challenges can be substantial, too. They will continue to weigh on performance over the near term. These challenges include new variants of COVID-19, the ongoing war between Russia and Ukraine, unfavorable currency exchange rates, and high inflation and rising interest rates. In particular, you can see the effects that these headwinds have exerted on its margins. Over the past few quarters, its gross margin shrank by more than 200 basis points from a peak of 43.76% to 41.04%. Net profit margin shrank even more, by more than 450 basis points from a peak of 27.9% to 23.4%. China, its key market, had to lock down several of its key cities in the H1 of the year due to COVID-19, and the ongoing pandemic situation probably would lead to more lockdowns, which have impacted its sales and production and would very likely continue to in the near future.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3f2a9e2475e37539082fb89230bb995b\" tg-width=\"640\" tg-height=\"432\" referrerpolicy=\"no-referrer\"/><span>Source: Seeking Alpha data</span></p><h2>AAPL and Buffettism</h2><p>However, as Buffett commented, if you have to closely follow the day-to-day stuff of a stock, you should not own it in the first place. He was once asked about his AAPL position during a Yahoo! Finance interview. You can see the full interview here, full of typical Buffett-style wisdom and highly recommended. The following is an excerpt and the highlights are added by me.</p><blockquote><i>Yahoo Finance: how closely do you follow the company? You know, people are concerned they really have not introduced any new products.</i></blockquote><blockquote><i>Buffett:</i> <i><b>Well, if you have to closely follow the company, you should not own it in the first place. If you buy a business, say you buy a farm, do you go up and look every couple of weeks to see how far the corn has grown up?</b></i> <i>Do you worry too much about whether somebody says this year is going to be a year of low corn prices because exports are being affected or something? You know, it does not grow faster if I go and stare at it…</i><i><b>AlthoughI do care over the years that it is well tended to in terms of rotating crops. And I hope yields get better.</b></i></blockquote><p>In my mind, this wisdom is truer for Apple than anything else. A high-yield farm is what exactly it is. As a high-yield farm, investors should have the perspective to overlook its daily (or even yearly) noises and focus on the long term, as detailed next.</p><h2>Business outlook and projected returns</h2><p>I am optimistic about its future. The company has displayed remarkable resilience in the face of the difficult operating backdrop in the past. And I am certain that this time is no different. The inflation or drag from foreign exchange rates may worsen in the near term. But remember, Buffett&#39;s other wisdom is<i>not</i>to pick stocks based on macroeconomic parameters - which are totally unpredictable and out of anyone&#39;s control.</p><p>Altogether, consensus estimates look for share net to come in around $6.46 in 2023. And again, at a price of $140, the PE would be about 22x. Based on the consensus estimates, the growth rate would be about 4.6% CAGR in the next few years, which agrees with my back-of-envelope estimate closely. As aforementioned, at about 100% ROCE, a 5% investment rate would provide 5% organic real growth rates.</p><p>All told, a 22x entry PE, combined with a ~5% growth rate, should provide about 10% total return for a long-term business owner.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6d4adcc41419bcccde9ab540b89f003c\" tg-width=\"640\" tg-height=\"260\" referrerpolicy=\"no-referrer\"/><span>Source: Seeking Alpha data</span></p><p>Notably, services-related revenues should continue to advance and represent a strong engine for future growth. In this sense, AAPL is transitioning (or you can argue it has successfully transitioned already) from a hardware business into a subscription-based SaaS business.</p><p>According to this report, it added ~30 million paid subscriptions in 2022 alone. Total revenues from services have been growing steadily and rapidly over the years and have reached $19.8 billion. In Q2 2022. Compared to $17.0 billion raked in from services during Q2 2021, this represented an annual growth rate of 16.5%, far outpacing the growth rates of its total revenue. Broadening the timeframe a bit, the growth in its revenues from services has grown more than 230% since 2017, also far outpacing the growth of its product sales (which increased by about 160%). In its latest earnings report, Tim Cook reported a mind-boggling total of 816 million paid subscriptions across its various services ranging from Apple Music, iCloud, and Apple TV+.</p><p>Going forward, I see such a large user base to further grow given Apple&#39;s popularity and premium status. In my view, the market underestimates (or misunderstands) its SaaS potential. As seen from the chart below, it is trading at a sizeable discount relative to other more &#34;standard&#34; SaaS stocks. To wit, in terms of FY1 PE, it is trading slightly below Microsoft Corporation by about 4%, about 20% below Intuit Inc, and more than 27% below Salesforce Inc.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/267e4208372cf220c56b8cfcab38cd7c\" tg-width=\"640\" tg-height=\"206\" referrerpolicy=\"no-referrer\"/><span>Source: Seeking Alpha data</span></p><h2>Risks and final thoughts</h2><p>To recap, there is no doubt that the business faces many short-term challenges. These challenges include the veritable list of the COVID-19 pandemic, the ongoing Russian/Ukraine situation, currency exchange rates, high inflation, and global supply chain disruptions. It also faces its own unique challenges such as margin pressure, cost control, and disruptions in its key China market.</p><p>However, the whole point of owning a stock like AAPL is that you do not have to worry about the quarterly noises. If you do, you defeat the purpose completely and should not own it in the first place. To me, any valuation near 20x is very attractive for a stock with ROCE and financial strength like AAPL. A ~20x PE provides about 5% owner&#39;s earnings yield. And an ROCE near 100% easily leads to 5% growth rates with minimal reinvestments, resulting in a double-digit return potential already.</p><p>Finally, specific to AAPL, the revenues and growth composition are also shifting to service and subscription, further augmenting its stickiness and profitability. The market underestimates (or misunderstands) its SaaS potential and most likely will regret it.</p><p><i>This article is written by Envision Research for reference only. Please note the risks.</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>Apple: Why I Bought More At $140</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: Why I Bought More At $140\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-07 16:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4544974-apple-why-i-bought-more-140><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryI placed a limit buy order for Apple at $140 in September. The order was triggered last Friday thanks to market volatility, and now I own more shares.There is no doubt that the business faces ...</p>\n\n<a href=\"https://seekingalpha.com/article/4544974-apple-why-i-bought-more-140\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4544974-apple-why-i-bought-more-140","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2273803113","content_text":"SummaryI placed a limit buy order for Apple at $140 in September. The order was triggered last Friday thanks to market volatility, and now I own more shares.There is no doubt that the business faces many short-term challenges.However, as Buffett commented, if you have to closely follow the day-to-day stuff, you should not own it in the first place.This wisdom is true for Apple more than anything else in my mind.Moreover, the market underestimates (or misunderstands) its SaaS potential and creates a mispricing.SereminInvestment thesisDuring the last week of September (September 25 to be exact), I sent an alert to our marketplace members. The alert informed them that I placed a limit buy order for Apple (NASDAQ:AAPL) at $140 and mythought process (the stock price then was about $150.5). A price of $140 corresponds to about 22x of its FW PE. To me, any valuation near 20x is very attractive for a stock with ROCE (return on capital employed) near 100% like AAPL. At about 100% ROCE, a 5% investment rate would provide 5% organic real growth rates (i.e., before inflation adjustments). And a 22x PE would provide about 5% owners earnings yield, leading to a total return close to double digits. For a stock like AAPL, I am always happy to buy/add when the total annual return is close to 10% or above. A 10% return is healthy enough to start with. Once you adjust for the risks (and I consider the risks from AAPL similar to treasury bonds), a 10% annual return is almost 3x of what you can get from bonds in the long term.Also, to put things under historical perspective, a valuation around 22x is also below the historical average of 24.7x in recent years by about 10% (11% to be exact), leaving a comfortable margin of safety. And also, bear in mind that the stock was so obviously before 2021 and those levels are outliers in my mind. So, the historical average of 24.75x is already biased.Source: Seeking Alpha dataAll told, thanks to market volatility, the stock price dipped below $140 a few days later on Sept 30. The order is triggered, and now I own more AAPL shares. I of course do not want to pretend that I have any idea that its price would actually dip below $140 or not. However, I do have a good sense of its intrinsic value and the magnitude of market gyrations. And as a long-term and patient investor, I do know that 22x PE is a good deal for a stock like AAPL.Near-term challengesThere is no shortage of external challenges in the near term. And these challenges can be substantial, too. They will continue to weigh on performance over the near term. These challenges include new variants of COVID-19, the ongoing war between Russia and Ukraine, unfavorable currency exchange rates, and high inflation and rising interest rates. In particular, you can see the effects that these headwinds have exerted on its margins. Over the past few quarters, its gross margin shrank by more than 200 basis points from a peak of 43.76% to 41.04%. Net profit margin shrank even more, by more than 450 basis points from a peak of 27.9% to 23.4%. China, its key market, had to lock down several of its key cities in the H1 of the year due to COVID-19, and the ongoing pandemic situation probably would lead to more lockdowns, which have impacted its sales and production and would very likely continue to in the near future.Source: Seeking Alpha dataAAPL and BuffettismHowever, as Buffett commented, if you have to closely follow the day-to-day stuff of a stock, you should not own it in the first place. He was once asked about his AAPL position during a Yahoo! Finance interview. You can see the full interview here, full of typical Buffett-style wisdom and highly recommended. The following is an excerpt and the highlights are added by me.Yahoo Finance: how closely do you follow the company? You know, people are concerned they really have not introduced any new products.Buffett: Well, if you have to closely follow the company, you should not own it in the first place. If you buy a business, say you buy a farm, do you go up and look every couple of weeks to see how far the corn has grown up? Do you worry too much about whether somebody says this year is going to be a year of low corn prices because exports are being affected or something? You know, it does not grow faster if I go and stare at it…AlthoughI do care over the years that it is well tended to in terms of rotating crops. And I hope yields get better.In my mind, this wisdom is truer for Apple than anything else. A high-yield farm is what exactly it is. As a high-yield farm, investors should have the perspective to overlook its daily (or even yearly) noises and focus on the long term, as detailed next.Business outlook and projected returnsI am optimistic about its future. The company has displayed remarkable resilience in the face of the difficult operating backdrop in the past. And I am certain that this time is no different. The inflation or drag from foreign exchange rates may worsen in the near term. But remember, Buffett's other wisdom isnotto pick stocks based on macroeconomic parameters - which are totally unpredictable and out of anyone's control.Altogether, consensus estimates look for share net to come in around $6.46 in 2023. And again, at a price of $140, the PE would be about 22x. Based on the consensus estimates, the growth rate would be about 4.6% CAGR in the next few years, which agrees with my back-of-envelope estimate closely. As aforementioned, at about 100% ROCE, a 5% investment rate would provide 5% organic real growth rates.All told, a 22x entry PE, combined with a ~5% growth rate, should provide about 10% total return for a long-term business owner.Source: Seeking Alpha dataNotably, services-related revenues should continue to advance and represent a strong engine for future growth. In this sense, AAPL is transitioning (or you can argue it has successfully transitioned already) from a hardware business into a subscription-based SaaS business.According to this report, it added ~30 million paid subscriptions in 2022 alone. Total revenues from services have been growing steadily and rapidly over the years and have reached $19.8 billion. In Q2 2022. Compared to $17.0 billion raked in from services during Q2 2021, this represented an annual growth rate of 16.5%, far outpacing the growth rates of its total revenue. Broadening the timeframe a bit, the growth in its revenues from services has grown more than 230% since 2017, also far outpacing the growth of its product sales (which increased by about 160%). In its latest earnings report, Tim Cook reported a mind-boggling total of 816 million paid subscriptions across its various services ranging from Apple Music, iCloud, and Apple TV+.Going forward, I see such a large user base to further grow given Apple's popularity and premium status. In my view, the market underestimates (or misunderstands) its SaaS potential. As seen from the chart below, it is trading at a sizeable discount relative to other more \"standard\" SaaS stocks. To wit, in terms of FY1 PE, it is trading slightly below Microsoft Corporation by about 4%, about 20% below Intuit Inc, and more than 27% below Salesforce Inc.Source: Seeking Alpha dataRisks and final thoughtsTo recap, there is no doubt that the business faces many short-term challenges. These challenges include the veritable list of the COVID-19 pandemic, the ongoing Russian/Ukraine situation, currency exchange rates, high inflation, and global supply chain disruptions. It also faces its own unique challenges such as margin pressure, cost control, and disruptions in its key China market.However, the whole point of owning a stock like AAPL is that you do not have to worry about the quarterly noises. If you do, you defeat the purpose completely and should not own it in the first place. To me, any valuation near 20x is very attractive for a stock with ROCE and financial strength like AAPL. A ~20x PE provides about 5% owner's earnings yield. And an ROCE near 100% easily leads to 5% growth rates with minimal reinvestments, resulting in a double-digit return potential already.Finally, specific to AAPL, the revenues and growth composition are also shifting to service and subscription, further augmenting its stickiness and profitability. The market underestimates (or misunderstands) its SaaS potential and most likely will regret it.This article is written by Envision Research for reference only. Please note the risks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":416,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3582006183410147","authorId":"3582006183410147","name":"DZL","avatar":"https://static.tigerbbs.com/640ac3ae648fded99146300a53c24a5b","crmLevel":3,"crmLevelSwitch":0,"idStr":"3582006183410147","authorIdStr":"3582006183410147"},"content":"services-related revenues should continue to advance and represent a strong engine for future growth","text":"services-related revenues should continue to advance and represent a strong engine for future growth","html":"services-related revenues should continue to advance and represent a strong engine for future growth"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9915163323,"gmtCreate":1664984747263,"gmtModify":1676537539659,"author":{"id":"3582006183410147","authorId":"3582006183410147","name":"DZL","avatar":"https://static.tigerbbs.com/640ac3ae648fded99146300a53c24a5b","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582006183410147","authorIdStr":"3582006183410147"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a><v-v data-views=\"1\"></v-v>for its AR, Apple Pay and Healthcare&nbsp;","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a><v-v data-views=\"1\"></v-v>for its AR, Apple Pay and Healthcare&nbsp;","text":"$Apple(AAPL)$for its AR, Apple Pay and Healthcare","images":[{"img":"https://community-static.tradeup.com/news/7d3eeb02b70c083d52708f7d1538086d","width":"750","height":"1640"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9915163323","isVote":1,"tweetType":1,"viewCount":352,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9915169448,"gmtCreate":1664984563984,"gmtModify":1676537539643,"author":{"id":"3582006183410147","authorId":"3582006183410147","name":"DZL","avatar":"https://static.tigerbbs.com/640ac3ae648fded99146300a53c24a5b","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582006183410147","authorIdStr":"3582006183410147"},"themes":[],"htmlText":"Chevron,&nbsp;Occidental, Apple, stable stock in the Buffett way","listText":"Chevron,&nbsp;Occidental, Apple, stable stock in the Buffett way","text":"Chevron, Occidental, Apple, stable stock in the Buffett way","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9915169448","repostId":"2272834099","repostType":4,"repost":{"id":"2272834099","pubTimestamp":1664983956,"share":"https://ttm.financial/m/news/2272834099?lang=&edition=fundamental","pubTime":"2022-10-05 23:32","market":"us","language":"en","title":"3 Warren Buffett Stocks Most Likely to Soar in Q4","url":"https://stock-news.laohu8.com/highlight/detail?id=2272834099","media":"Motley Fool","summary":"There's no guarantee these Buffett stocks will take off. But the chances appear to be pretty good.","content":"<html><head></head><body><p>Warren Buffett would probably be the last person on the planet to predict how stocks will perform over the short term. The legendary investor is much more focused on the long-term business prospects for the stocks he buys for <b>Berkshire Hathaway</b>.</p><p>That is absolutely the correct mindset to have. However, if I had to pick the stocks in Berkshire&#39;s portfolio that would probably deliver strong gains over the near term, the decision wouldn&#39;t be that difficult. Here are the three Buffett stocks I think are most likely to soar in Q4.</p><h2>1. Chevron</h2><p><b>Chevron</b> now ranks as the fourth-largest position in Buffett&#39;s portfolio. It&#39;s one of the few stocks that the Berkshire Hathaway CEO has been consistently buying for several consecutive quarters.</p><p>The oil and gas giant also stands as one of the few big winners for Buffett so far in 2022. Chevron&#39;s share price has jumped close to 30% year to date. This gain stemmed in large part from Ukraine war, a move that disrupted the global energy market.</p><p>I think that Chevron stock will probably move even higher in Q4. Any hopes that the Russia-Ukraine conflict would end quickly have evaporated. European Union leaders agreed to ban 90% of most Russian oil imports by the end of this year. OPEC+ members are meeting this week to consider cutting oil production.</p><p>All of this could translate to higher oil prices, which would be bad news for the public but good news for Chevron. With shares trading at around nine times expected earnings, Chevron&#39;s valuation isn&#39;t so great that the stock wouldn&#39;t benefit from further global supply tightening.</p><h2>2. Occidental Petroleum</h2><p>Buffett has become a huge fan of <b>Occidental Petroleum</b>. After months of aggressive buying, Berkshire now owns nearly 21% of the oil and gas company.</p><p>Occidental has been the best-performing stock in Berkshire&#39;s entire portfolio so far this year. Its shares have skyrocketed by more than 120%. At one point, Oxy was up over 150% year to date.</p><p>Can Occidental keep its momentum going in Q4? I think so. Importantly, the company benefits from the same global dynamics that should help Chevron. The two stocks also share nearly identical forward earnings multiples.</p><p>But there&#39;s another factor that could boost Occidental stock even more this year. In August, Berkshire won regulatory authorization to acquire up to 50% of Occidental. If Buffett keeps buying shares, it&#39;s almost a certainty that Occidental stock will keep rising.</p><h2>3. Apple</h2><p>You could make a good case that <b>Apple</b> ranks as Buffett&#39;s favorite stock after Berkshire itself. Apple is by far the biggest holding in Berkshire&#39;s portfolio. Buffett has referred to it as one of Berkshire&#39;s &#34;four giants.&#34; The other three &#34;giants&#34; -- the insurance business, BNSF Railway, and Berkshire Hathaway Energy -- are Berkshire subsidiaries.</p><p>Unlike Chevron and Occidental, Apple has been a loser for Buffett in 2022. Shares of the tech giant have plunged around 20% year to date.</p><p>Don&#39;t think for a second that Apple can&#39;t rebound strongly in Q4, though. One key reason behind the stock&#39;s recent slide is a Bloomberg report that Apple asked certain suppliers to scale back production of the new iPhone 14. But stories based on anonymous sources don&#39;t always pan out.</p><p>At least one Wall Street analyst, Rosenblatt Securities, thinks that consumers in the U.S. and in other countries could enthusiastically buy Apple&#39;s new products. All it would take for Apple stock to soar from current levels is for the company to beat sales expectations during the holiday season.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Warren Buffett Stocks Most Likely to Soar in Q4</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Warren Buffett Stocks Most Likely to Soar in Q4\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-05 23:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/10/04/3-warren-buffett-stocks-most-likely-to-soar-in-q4/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Warren Buffett would probably be the last person on the planet to predict how stocks will perform over the short term. The legendary investor is much more focused on the long-term business prospects ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/10/04/3-warren-buffett-stocks-most-likely-to-soar-in-q4/\">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","BRK.B":"伯克希尔B","OXY":"西方石油","CVX":"雪佛龙","BRK.A":"伯克希尔"},"source_url":"https://www.fool.com/investing/2022/10/04/3-warren-buffett-stocks-most-likely-to-soar-in-q4/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2272834099","content_text":"Warren Buffett would probably be the last person on the planet to predict how stocks will perform over the short term. The legendary investor is much more focused on the long-term business prospects for the stocks he buys for Berkshire Hathaway.That is absolutely the correct mindset to have. However, if I had to pick the stocks in Berkshire's portfolio that would probably deliver strong gains over the near term, the decision wouldn't be that difficult. Here are the three Buffett stocks I think are most likely to soar in Q4.1. ChevronChevron now ranks as the fourth-largest position in Buffett's portfolio. It's one of the few stocks that the Berkshire Hathaway CEO has been consistently buying for several consecutive quarters.The oil and gas giant also stands as one of the few big winners for Buffett so far in 2022. Chevron's share price has jumped close to 30% year to date. This gain stemmed in large part from Ukraine war, a move that disrupted the global energy market.I think that Chevron stock will probably move even higher in Q4. Any hopes that the Russia-Ukraine conflict would end quickly have evaporated. European Union leaders agreed to ban 90% of most Russian oil imports by the end of this year. OPEC+ members are meeting this week to consider cutting oil production.All of this could translate to higher oil prices, which would be bad news for the public but good news for Chevron. With shares trading at around nine times expected earnings, Chevron's valuation isn't so great that the stock wouldn't benefit from further global supply tightening.2. Occidental PetroleumBuffett has become a huge fan of Occidental Petroleum. After months of aggressive buying, Berkshire now owns nearly 21% of the oil and gas company.Occidental has been the best-performing stock in Berkshire's entire portfolio so far this year. Its shares have skyrocketed by more than 120%. At one point, Oxy was up over 150% year to date.Can Occidental keep its momentum going in Q4? I think so. Importantly, the company benefits from the same global dynamics that should help Chevron. The two stocks also share nearly identical forward earnings multiples.But there's another factor that could boost Occidental stock even more this year. In August, Berkshire won regulatory authorization to acquire up to 50% of Occidental. If Buffett keeps buying shares, it's almost a certainty that Occidental stock will keep rising.3. AppleYou could make a good case that Apple ranks as Buffett's favorite stock after Berkshire itself. Apple is by far the biggest holding in Berkshire's portfolio. Buffett has referred to it as one of Berkshire's \"four giants.\" The other three \"giants\" -- the insurance business, BNSF Railway, and Berkshire Hathaway Energy -- are Berkshire subsidiaries.Unlike Chevron and Occidental, Apple has been a loser for Buffett in 2022. Shares of the tech giant have plunged around 20% year to date.Don't think for a second that Apple can't rebound strongly in Q4, though. One key reason behind the stock's recent slide is a Bloomberg report that Apple asked certain suppliers to scale back production of the new iPhone 14. But stories based on anonymous sources don't always pan out.At least one Wall Street analyst, Rosenblatt Securities, thinks that consumers in the U.S. and in other countries could enthusiastically buy Apple's new products. All it would take for Apple stock to soar from current levels is for the company to beat sales expectations during the holiday season.","news_type":1},"isVote":1,"tweetType":1,"viewCount":403,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9913772534,"gmtCreate":1664078161028,"gmtModify":1676537387428,"author":{"id":"3582006183410147","authorId":"3582006183410147","name":"DZL","avatar":"https://static.tigerbbs.com/640ac3ae648fded99146300a53c24a5b","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582006183410147","authorIdStr":"3582006183410147"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a><v-v data-views=\"1\"></v-v>earnings and cash flow&nbsp;continue to grow","listText":"<a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a><v-v data-views=\"1\"></v-v>earnings and cash flow&nbsp;continue to grow","text":"$Microsoft(MSFT)$earnings and cash flow continue to grow","images":[{"img":"https://community-static.tradeup.com/news/099e8c2de529d30010efc2676159ce1e","width":"750","height":"1640"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9913772534","isVote":1,"tweetType":1,"viewCount":55,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9913776806,"gmtCreate":1664078082205,"gmtModify":1676537387389,"author":{"id":"3582006183410147","authorId":"3582006183410147","name":"DZL","avatar":"https://static.tigerbbs.com/640ac3ae648fded99146300a53c24a5b","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582006183410147","authorIdStr":"3582006183410147"},"themes":[],"htmlText":"Microsoft, dividend growth, payout has been climbing steadily, including a 10% hike this past week to 68 cents a quarter.","listText":"Microsoft, dividend growth, payout has been climbing steadily, including a 10% hike this past week to 68 cents a quarter.","text":"Microsoft, dividend growth, payout has been climbing steadily, including a 10% hike this past week to 68 cents a quarter.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9913776806","repostId":"2269461422","repostType":4,"repost":{"id":"2269461422","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1664021543,"share":"https://ttm.financial/m/news/2269461422?lang=&edition=fundamental","pubTime":"2022-09-24 20:12","market":"us","language":"en","title":"5 Dividend Stocks to Beat Inflation and Rising Interest Rates","url":"https://stock-news.laohu8.com/highlight/detail?id=2269461422","media":"Dow Jones","summary":"Dividend stocks are facing stiffer competition, thanks to a big spike in bond yields. A risk-free 10","content":"<html><head></head><body><p>Dividend stocks are facing stiffer competition, thanks to a big spike in bond yields. A risk-free 10-Year Treasury note was recently yielding 3.7%, up from 1.63% at the start of 2021. That&#39;s well above the S&amp;P 500 index&#39;s dividend yield of 1.76%, making bonds more attractive for income investors.</p><p>But this isn&#39;t the time to give up on dividends as an income source. A healthy payout stream can diversify income in your portfolio. And with consumer price inflation running at an 8.3% annualized clip, stocks with dividend growth can help your income stream hold up better than bonds with fixed interest.</p><p>&#34;Dividend growers really do protect you from rising rates and inflation because you are getting that growing income stream,&#34; says Thomas Huber, manager of the $19 billion T. Rowe Price Dividend Growth fund.</p><p>Despite the Federal Reserve&#39;s plans to keep raising interest rates and slow the economy in its fight against inflation, companies with resilient revenue are raising payouts. Even with earnings growth declining for those in the S&amp;P 500, the index&#39;s overall payout should rise 10% this year, estimates Howard Silverblatt, senior index analyst at S&amp;P Dow Jones Indices. That would mark the first double-digit increase in S&amp;P 500 dividends since 2015.</p><p>Treasury inflation-protected bonds, or TIPS, meanwhile, aren&#39;t offering any protection. The <a href=\"https://laohu8.com/S/EMDI\">iShares</a> TIPS Bond exchange-traded fund <a href=\"https://laohu8.com/S/TIP\">$(TIP)$</a> has lost 11% in 2022, including interest payments.</p><p>Stocks with rising dividends could also falter, of course. Target <a href=\"https://laohu8.com/S/TGT\">$(TGT)$</a>, for one, is a dividend &#34;aristocrat,&#34; a company that has raised its dividend for at least 25 years. Target has hiked its payout for 51 consecutive years, including a 20% increase in June, to an annualized $3.60 a share, good for a 2.8% yield at the stock&#39;s recent price around $153.</p><h3>Rising Payouts</h3><p>These companies are raising their dividends at a healthy clip and their payouts look secure.<img src=\"https://static.tigerbbs.com/d2d1fe7f94388b1801da99e97a5d9448\" tg-width=\"941\" tg-height=\"661\" width=\"100%\" height=\"auto\"/>But investors have punished the shares, pushing them down 34% this year. The retailer got caught with the wrong mix of inventory at a time of high inflation and changing consumer spending habits, says Michael Barclay, manager of the Columbia Dividend Income fund (LBSAX), which has lightened its position in Target.</p><p>A larger holding in the portfolio is Chevron <a href=\"https://laohu8.com/S/CVX\">$(CVX)$</a>. It yields 3.6% and has been a winner, gaining about 37%, with dividends included, this year.</p><p>Oil stocks won&#39;t fare well if global demand for the commodity slumps once the war in Ukraine winds down. A slowing global economy would also cool the outlook for crude. The Columbia fund&#39;s longtime manager, Barclay, thinks Chevron looks resilient, though. &#34;They have been disciplined in their capital expenditure&#34; spending, he says, adding that Chevron&#39;s diversified operations across the energy chain provide some stability.</p><p>Chevron hiked its quarterly dividend by 6% in January to $1.42 a share. It&#39;s annual payout is expected to hit $5.97 a share in 2023, up 5%, with a payout ratio at 35% of earnings.</p><p>More appealing for its yield is Philip Morris International <a href=\"https://laohu8.com/S/PM\">$(PM)$</a>. Shares of the tobacco maker offer 5.2% and have notched a 3.7% total return this year. The company recently raised its quarterly payout by about 2%, or two cents, to $1.27 a share.</p><p>Philip Morris sells its products overseas, where declining tobacco use and regulation aren&#39;t as much of an overhang as in the U.S. Its IQOS heated tobacco device, sold abroad for now, brought in 29% of revenue last year. The company aims to nearly double that by 2025. &#34;You are getting paid to wait with that 5% yield,&#34; says Huber, who owns the stock.</p><p>Investors shouldn&#39;t overlook stocks with low yields but rising payouts and solid core businesses, too.</p><p>Insurance brokerage Marsh &amp; McLennan, for one, yields just 1.5%. But its dividend is growing at a good clip. The company boosted it in July by about 10%, to 59 cents a share, or $2.36 annualized.</p><p>Marsh doesn&#39;t have heavy capex needs, a big drain on cash for many industrial companies and those in other sectors. Barclay cites Marsh&#39;s steady revenue gains as supportive of the dividend, which is expected to rise. It will hit $2.45 in 2023, according to consensus estimates, with a payout ratio at a comfortable 33%.</p><p>Marsh&#39;s stock is down 9.6%, including dividends, this year. That&#39;s a good showing against the S&amp;P 500 financials sector, off 17.7%. Marsh has proved resilient in recessions, growing earnings per share in all economic contractions going back to 1952, CEO Daniel Glaser told investors in July. Factors supporting its growth include inflation, which helps insurance pricing, and higher rates, which benefit its fiduciary income and profitability.</p><p>The beaten-down tech sector also has some attractive dividend stocks. One that Barclay likes is Microsoft <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a>, a fund holding since 2004, when the software giant first started paying a dividend. True, Microsoft shares yield a meager 1.1%. But the payout has been climbing steadily, including a 10% hike this past week to 68 cents a quarter.</p><p>Most investors don&#39;t own Microsoft for its dividend, instead looking for it to provide capital gains from areas like videogames and enterprise software. The shares are off about 27% this year, largely matching the tech sector&#39;s slide. Still, Barclay likes the long-term setup. &#34;When you step back and look at the earnings and cash flow, they continue to grow, &#34; he says.</p><p>Two more defensive picks to consider: Medical-device company Becton Dickinson <a href=\"https://laohu8.com/S/BDX\">$(BDX)$</a> and health insurer <a href=\"https://laohu8.com/S/ELV\">Elevance Health</a> (ELV). Huber likes both for their &#34;defensive growth&#34; business models, he says.</p><p>Becton, yielding 1.4%, is up a hair this year, including its dividends. The company hiked its quarterly payout by 5%, to 87 cents a share, late last year. Shareholders should get another increase later in 2022.</p><p>Elevance yields 1.1% but raised its quarterly by 13% this year, to $1.28 a share. At about $475, the stock goes for 15 times estimated 2023 earnings and has &#34;room for multiple expansion,&#34; says Huber. Its dividend should expand, too, nothing to sneeze at in a downbeat market.</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>5 Dividend Stocks to Beat Inflation and Rising Interest Rates</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\">\n5 Dividend Stocks to Beat Inflation and Rising Interest Rates\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-09-24 20:12</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Dividend stocks are facing stiffer competition, thanks to a big spike in bond yields. A risk-free 10-Year Treasury note was recently yielding 3.7%, up from 1.63% at the start of 2021. That&#39;s well above the S&amp;P 500 index&#39;s dividend yield of 1.76%, making bonds more attractive for income investors.</p><p>But this isn&#39;t the time to give up on dividends as an income source. A healthy payout stream can diversify income in your portfolio. And with consumer price inflation running at an 8.3% annualized clip, stocks with dividend growth can help your income stream hold up better than bonds with fixed interest.</p><p>&#34;Dividend growers really do protect you from rising rates and inflation because you are getting that growing income stream,&#34; says Thomas Huber, manager of the $19 billion T. Rowe Price Dividend Growth fund.</p><p>Despite the Federal Reserve&#39;s plans to keep raising interest rates and slow the economy in its fight against inflation, companies with resilient revenue are raising payouts. Even with earnings growth declining for those in the S&amp;P 500, the index&#39;s overall payout should rise 10% this year, estimates Howard Silverblatt, senior index analyst at S&amp;P Dow Jones Indices. That would mark the first double-digit increase in S&amp;P 500 dividends since 2015.</p><p>Treasury inflation-protected bonds, or TIPS, meanwhile, aren&#39;t offering any protection. The <a href=\"https://laohu8.com/S/EMDI\">iShares</a> TIPS Bond exchange-traded fund <a href=\"https://laohu8.com/S/TIP\">$(TIP)$</a> has lost 11% in 2022, including interest payments.</p><p>Stocks with rising dividends could also falter, of course. Target <a href=\"https://laohu8.com/S/TGT\">$(TGT)$</a>, for one, is a dividend &#34;aristocrat,&#34; a company that has raised its dividend for at least 25 years. Target has hiked its payout for 51 consecutive years, including a 20% increase in June, to an annualized $3.60 a share, good for a 2.8% yield at the stock&#39;s recent price around $153.</p><h3>Rising Payouts</h3><p>These companies are raising their dividends at a healthy clip and their payouts look secure.<img src=\"https://static.tigerbbs.com/d2d1fe7f94388b1801da99e97a5d9448\" tg-width=\"941\" tg-height=\"661\" width=\"100%\" height=\"auto\"/>But investors have punished the shares, pushing them down 34% this year. The retailer got caught with the wrong mix of inventory at a time of high inflation and changing consumer spending habits, says Michael Barclay, manager of the Columbia Dividend Income fund (LBSAX), which has lightened its position in Target.</p><p>A larger holding in the portfolio is Chevron <a href=\"https://laohu8.com/S/CVX\">$(CVX)$</a>. It yields 3.6% and has been a winner, gaining about 37%, with dividends included, this year.</p><p>Oil stocks won&#39;t fare well if global demand for the commodity slumps once the war in Ukraine winds down. A slowing global economy would also cool the outlook for crude. The Columbia fund&#39;s longtime manager, Barclay, thinks Chevron looks resilient, though. &#34;They have been disciplined in their capital expenditure&#34; spending, he says, adding that Chevron&#39;s diversified operations across the energy chain provide some stability.</p><p>Chevron hiked its quarterly dividend by 6% in January to $1.42 a share. It&#39;s annual payout is expected to hit $5.97 a share in 2023, up 5%, with a payout ratio at 35% of earnings.</p><p>More appealing for its yield is Philip Morris International <a href=\"https://laohu8.com/S/PM\">$(PM)$</a>. Shares of the tobacco maker offer 5.2% and have notched a 3.7% total return this year. The company recently raised its quarterly payout by about 2%, or two cents, to $1.27 a share.</p><p>Philip Morris sells its products overseas, where declining tobacco use and regulation aren&#39;t as much of an overhang as in the U.S. Its IQOS heated tobacco device, sold abroad for now, brought in 29% of revenue last year. The company aims to nearly double that by 2025. &#34;You are getting paid to wait with that 5% yield,&#34; says Huber, who owns the stock.</p><p>Investors shouldn&#39;t overlook stocks with low yields but rising payouts and solid core businesses, too.</p><p>Insurance brokerage Marsh &amp; McLennan, for one, yields just 1.5%. But its dividend is growing at a good clip. The company boosted it in July by about 10%, to 59 cents a share, or $2.36 annualized.</p><p>Marsh doesn&#39;t have heavy capex needs, a big drain on cash for many industrial companies and those in other sectors. Barclay cites Marsh&#39;s steady revenue gains as supportive of the dividend, which is expected to rise. It will hit $2.45 in 2023, according to consensus estimates, with a payout ratio at a comfortable 33%.</p><p>Marsh&#39;s stock is down 9.6%, including dividends, this year. That&#39;s a good showing against the S&amp;P 500 financials sector, off 17.7%. Marsh has proved resilient in recessions, growing earnings per share in all economic contractions going back to 1952, CEO Daniel Glaser told investors in July. Factors supporting its growth include inflation, which helps insurance pricing, and higher rates, which benefit its fiduciary income and profitability.</p><p>The beaten-down tech sector also has some attractive dividend stocks. One that Barclay likes is Microsoft <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a>, a fund holding since 2004, when the software giant first started paying a dividend. True, Microsoft shares yield a meager 1.1%. But the payout has been climbing steadily, including a 10% hike this past week to 68 cents a quarter.</p><p>Most investors don&#39;t own Microsoft for its dividend, instead looking for it to provide capital gains from areas like videogames and enterprise software. The shares are off about 27% this year, largely matching the tech sector&#39;s slide. Still, Barclay likes the long-term setup. &#34;When you step back and look at the earnings and cash flow, they continue to grow, &#34; he says.</p><p>Two more defensive picks to consider: Medical-device company Becton Dickinson <a href=\"https://laohu8.com/S/BDX\">$(BDX)$</a> and health insurer <a href=\"https://laohu8.com/S/ELV\">Elevance Health</a> (ELV). Huber likes both for their &#34;defensive growth&#34; business models, he says.</p><p>Becton, yielding 1.4%, is up a hair this year, including its dividends. The company hiked its quarterly payout by 5%, to 87 cents a share, late last year. Shareholders should get another increase later in 2022.</p><p>Elevance yields 1.1% but raised its quarterly by 13% this year, to $1.28 a share. At about $475, the stock goes for 15 times estimated 2023 earnings and has &#34;room for multiple expansion,&#34; says Huber. Its dividend should expand, too, nothing to sneeze at in a downbeat market.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"OEX":"标普100","BK4097":"系统软件","SSO":"两倍做多标普500ETF","BK4581":"高盛持仓","SH":"标普500反向ETF","BK4504":"桥水持仓","BK4548":"巴美列捷福持仓","SPXU":"三倍做空标普500ETF","BK4173":"保险经纪商","MSFT":"微软","TGT":"塔吉特","BK4528":"SaaS概念","BK4201":"综合性石油与天然气企业","BK4516":"特朗普概念","SPY":"标普500ETF","BK4554":"元宇宙及AR概念","OEF":"标普100指数ETF-iShares","BK4532":"文艺复兴科技持仓","CVX":"雪佛龙","BK4570":"地缘局势概念股","BK4534":"瑞士信贷持仓","BK4567":"ESG概念","BK4576":"AR","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4075":"烟草","BK4566":"资本集团","BK4525":"远程办公概念","SDS":"两倍做空标普500ETF","BK4535":"淡马锡持仓","BK4114":"综合货品商店","PM":"菲利普莫里斯","BK4082":"医疗保健设备","BK4577":"网络游戏","BK4527":"明星科技股","UPRO":"三倍做多标普500ETF","BK4559":"巴菲特持仓","TIP":"通胀债券指数ETF-iShares Barclays","BK4538":"云计算","BK4550":"红杉资本持仓","BK4579":"人工智能","BK4154":"管理型保健护理","BK4503":"景林资产持仓"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2269461422","content_text":"Dividend stocks are facing stiffer competition, thanks to a big spike in bond yields. A risk-free 10-Year Treasury note was recently yielding 3.7%, up from 1.63% at the start of 2021. That's well above the S&P 500 index's dividend yield of 1.76%, making bonds more attractive for income investors.But this isn't the time to give up on dividends as an income source. A healthy payout stream can diversify income in your portfolio. And with consumer price inflation running at an 8.3% annualized clip, stocks with dividend growth can help your income stream hold up better than bonds with fixed interest.\"Dividend growers really do protect you from rising rates and inflation because you are getting that growing income stream,\" says Thomas Huber, manager of the $19 billion T. Rowe Price Dividend Growth fund.Despite the Federal Reserve's plans to keep raising interest rates and slow the economy in its fight against inflation, companies with resilient revenue are raising payouts. Even with earnings growth declining for those in the S&P 500, the index's overall payout should rise 10% this year, estimates Howard Silverblatt, senior index analyst at S&P Dow Jones Indices. That would mark the first double-digit increase in S&P 500 dividends since 2015.Treasury inflation-protected bonds, or TIPS, meanwhile, aren't offering any protection. The iShares TIPS Bond exchange-traded fund $(TIP)$ has lost 11% in 2022, including interest payments.Stocks with rising dividends could also falter, of course. Target $(TGT)$, for one, is a dividend \"aristocrat,\" a company that has raised its dividend for at least 25 years. Target has hiked its payout for 51 consecutive years, including a 20% increase in June, to an annualized $3.60 a share, good for a 2.8% yield at the stock's recent price around $153.Rising PayoutsThese companies are raising their dividends at a healthy clip and their payouts look secure.But investors have punished the shares, pushing them down 34% this year. The retailer got caught with the wrong mix of inventory at a time of high inflation and changing consumer spending habits, says Michael Barclay, manager of the Columbia Dividend Income fund (LBSAX), which has lightened its position in Target.A larger holding in the portfolio is Chevron $(CVX)$. It yields 3.6% and has been a winner, gaining about 37%, with dividends included, this year.Oil stocks won't fare well if global demand for the commodity slumps once the war in Ukraine winds down. A slowing global economy would also cool the outlook for crude. The Columbia fund's longtime manager, Barclay, thinks Chevron looks resilient, though. \"They have been disciplined in their capital expenditure\" spending, he says, adding that Chevron's diversified operations across the energy chain provide some stability.Chevron hiked its quarterly dividend by 6% in January to $1.42 a share. It's annual payout is expected to hit $5.97 a share in 2023, up 5%, with a payout ratio at 35% of earnings.More appealing for its yield is Philip Morris International $(PM)$. Shares of the tobacco maker offer 5.2% and have notched a 3.7% total return this year. The company recently raised its quarterly payout by about 2%, or two cents, to $1.27 a share.Philip Morris sells its products overseas, where declining tobacco use and regulation aren't as much of an overhang as in the U.S. Its IQOS heated tobacco device, sold abroad for now, brought in 29% of revenue last year. The company aims to nearly double that by 2025. \"You are getting paid to wait with that 5% yield,\" says Huber, who owns the stock.Investors shouldn't overlook stocks with low yields but rising payouts and solid core businesses, too.Insurance brokerage Marsh & McLennan, for one, yields just 1.5%. But its dividend is growing at a good clip. The company boosted it in July by about 10%, to 59 cents a share, or $2.36 annualized.Marsh doesn't have heavy capex needs, a big drain on cash for many industrial companies and those in other sectors. Barclay cites Marsh's steady revenue gains as supportive of the dividend, which is expected to rise. It will hit $2.45 in 2023, according to consensus estimates, with a payout ratio at a comfortable 33%.Marsh's stock is down 9.6%, including dividends, this year. That's a good showing against the S&P 500 financials sector, off 17.7%. Marsh has proved resilient in recessions, growing earnings per share in all economic contractions going back to 1952, CEO Daniel Glaser told investors in July. Factors supporting its growth include inflation, which helps insurance pricing, and higher rates, which benefit its fiduciary income and profitability.The beaten-down tech sector also has some attractive dividend stocks. One that Barclay likes is Microsoft $(MSFT)$, a fund holding since 2004, when the software giant first started paying a dividend. True, Microsoft shares yield a meager 1.1%. But the payout has been climbing steadily, including a 10% hike this past week to 68 cents a quarter.Most investors don't own Microsoft for its dividend, instead looking for it to provide capital gains from areas like videogames and enterprise software. The shares are off about 27% this year, largely matching the tech sector's slide. Still, Barclay likes the long-term setup. \"When you step back and look at the earnings and cash flow, they continue to grow, \" he says.Two more defensive picks to consider: Medical-device company Becton Dickinson $(BDX)$ and health insurer Elevance Health (ELV). Huber likes both for their \"defensive growth\" business models, he says.Becton, yielding 1.4%, is up a hair this year, including its dividends. The company hiked its quarterly payout by 5%, to 87 cents a share, late last year. Shareholders should get another increase later in 2022.Elevance yields 1.1% but raised its quarterly by 13% this year, to $1.28 a share. At about $475, the stock goes for 15 times estimated 2023 earnings and has \"room for multiple expansion,\" says Huber. Its dividend should expand, too, nothing to sneeze at in a downbeat market.","news_type":1},"isVote":1,"tweetType":1,"viewCount":211,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9913272266,"gmtCreate":1664001944856,"gmtModify":1676537378424,"author":{"id":"3582006183410147","authorId":"3582006183410147","name":"DZL","avatar":"https://static.tigerbbs.com/640ac3ae648fded99146300a53c24a5b","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582006183410147","authorIdStr":"3582006183410147"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a><v-v data-views=\"1\"></v-v>a P/E above 60 based on expectations for 2022 earnings","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a><v-v data-views=\"1\"></v-v>a P/E above 60 based on expectations for 2022 earnings","text":"$Tesla Motors(TSLA)$a P/E above 60 based on expectations for 2022 earnings","images":[{"img":"https://community-static.tradeup.com/news/445e770420abb1b6f32ffb0ee95564c8","width":"750","height":"1640"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9913272266","isVote":1,"tweetType":1,"viewCount":92,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9919823061,"gmtCreate":1663774218154,"gmtModify":1676537334081,"author":{"id":"3582006183410147","authorId":"3582006183410147","name":"DZL","avatar":"https://static.tigerbbs.com/640ac3ae648fded99146300a53c24a5b","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582006183410147","authorIdStr":"3582006183410147"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a><v-v data-views=\"1\"></v-v>into robotics","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a><v-v data-views=\"1\"></v-v>into robotics","text":"$Tesla Motors(TSLA)$into robotics","images":[{"img":"https://community-static.tradeup.com/news/cfe5c67d2a13622d1296c17298c03f44","width":"750","height":"1568"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9919823061","isVote":1,"tweetType":1,"viewCount":248,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9919867633,"gmtCreate":1663773990922,"gmtModify":1676537333982,"author":{"id":"3582006183410147","authorId":"3582006183410147","name":"DZL","avatar":"https://static.tigerbbs.com/640ac3ae648fded99146300a53c24a5b","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582006183410147","authorIdStr":"3582006183410147"},"themes":[],"htmlText":"OXY, transformation to a carbon management company from an oil and gas company","listText":"OXY, transformation to a carbon management company from an oil and gas company","text":"OXY, transformation to a carbon management company from an oil and gas company","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9919867633","repostId":"2269638541","repostType":4,"repost":{"id":"2269638541","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1663771089,"share":"https://ttm.financial/m/news/2269638541?lang=&edition=fundamental","pubTime":"2022-09-21 22:38","market":"us","language":"en","title":"Occidental Expects to Achieve Net-Zero Emissions By 2050 - Hollub","url":"https://stock-news.laohu8.com/highlight/detail?id=2269638541","media":"Reuters","summary":"Occidental Petroleum is going through a transformation to a carbon management company from an oil an","content":"<html><head></head><body><p>Occidental Petroleum is going through a transformation to a carbon management company from an oil and gas company, Chief Executive Vicki Hollub said on Wednesday, adding that the company expects to achieve net-zero carbon emissions by 2050.</p><p>Hollub added that carbon capture, utilization and storage (CCUS) is a large gap in the climate transition that Occidental can help fill. Further, the Inflation Reduction Act (IRA) will help accelerate Occidental&#39;s direct air capture technology, she said at IETA&#39;s North America Climate Summit.</p><p>The $430 billion IRA, seen as the biggest climate change package in U.S. history, was signed into law last month. The bill was designed to cut domestic greenhouse gas emissions as well as lower prescription drug prices and high inflation.</p><p>Hollub said addressing climate change is the greatest problem the world is facing today, and there has to be a better way to manage efforts to fight it.</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>Occidental Expects to Achieve Net-Zero Emissions By 2050 - Hollub</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\">\nOccidental Expects to Achieve Net-Zero Emissions By 2050 - Hollub\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-09-21 22:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Occidental Petroleum is going through a transformation to a carbon management company from an oil and gas company, Chief Executive Vicki Hollub said on Wednesday, adding that the company expects to achieve net-zero carbon emissions by 2050.</p><p>Hollub added that carbon capture, utilization and storage (CCUS) is a large gap in the climate transition that Occidental can help fill. Further, the Inflation Reduction Act (IRA) will help accelerate Occidental&#39;s direct air capture technology, she said at IETA&#39;s North America Climate Summit.</p><p>The $430 billion IRA, seen as the biggest climate change package in U.S. history, was signed into law last month. The bill was designed to cut domestic greenhouse gas emissions as well as lower prescription drug prices and high inflation.</p><p>Hollub said addressing climate change is the greatest problem the world is facing today, and there has to be a better way to manage efforts to fight it.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"OXY":"西方石油"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2269638541","content_text":"Occidental Petroleum is going through a transformation to a carbon management company from an oil and gas company, Chief Executive Vicki Hollub said on Wednesday, adding that the company expects to achieve net-zero carbon emissions by 2050.Hollub added that carbon capture, utilization and storage (CCUS) is a large gap in the climate transition that Occidental can help fill. Further, the Inflation Reduction Act (IRA) will help accelerate Occidental's direct air capture technology, she said at IETA's North America Climate Summit.The $430 billion IRA, seen as the biggest climate change package in U.S. history, was signed into law last month. The bill was designed to cut domestic greenhouse gas emissions as well as lower prescription drug prices and high inflation.Hollub said addressing climate change is the greatest problem the world is facing today, and there has to be a better way to manage efforts to fight it.","news_type":1},"isVote":1,"tweetType":1,"viewCount":188,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9910724823,"gmtCreate":1663687859662,"gmtModify":1676537316294,"author":{"id":"3582006183410147","authorId":"3582006183410147","name":"DZL","avatar":"https://static.tigerbbs.com/640ac3ae648fded99146300a53c24a5b","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582006183410147","authorIdStr":"3582006183410147"},"themes":[],"htmlText":"Avoid Stitch Fix, Lennar, Coinbase","listText":"Avoid Stitch Fix, Lennar, Coinbase","text":"Avoid Stitch Fix, Lennar, Coinbase","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9910724823","repostId":"1182636577","repostType":4,"repost":{"id":"1182636577","pubTimestamp":1663661541,"share":"https://ttm.financial/m/news/1182636577?lang=&edition=fundamental","pubTime":"2022-09-20 16:12","market":"us","language":"en","title":"3 Stocks to Avoid This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1182636577","media":"Motley Fool","summary":"These investments seem pretty vulnerable right now.","content":"<html><head></head><body><h2>KEY POINTS</h2><ul><li>Stitch Fix and Lennar report earnings this week. They&#39;re vulnerable now.</li><li>The Merge wasn&#39;t enough to save Coinbase last week, and this week might not get any easier.</li><li>Stocks historically move higher, but Stitch Fix, Lennar, and Coinbase might fail to beat the market this week.</li></ul><p>One bad call can ruin your week. The &#34;three stocks to avoid&#34; in my column last week that I thought were going to lose to the market -- <b>Latch</b>, <b>InnovAge Holding</b>, and <b>Coinbase Gloal</b> -- fell 7%, soared 46%, and sank 8%, respectively, averaging out to a 10.3% gain.</p><p>The <b>S&amp;P 500</b> experienced a 4.8% move lower, so I was wrong, but I have still been right in 30 of the past 48 weeks.</p><p>Now let&#39;s look at the week ahead. I see <b>Stitch Fix</b>, <b>Lennar</b>, and, again, Coinbase as stocks you might want to consider steering clear of this week. Let&#39;s go over my near-term concerns with all three investments.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/74d7cd762730ff04a30505666300ee0d\" tg-width=\"800\" tg-height=\"525\" referrerpolicy=\"no-referrer\"/><span>IMAGE SOURCE: GETTY IMAGES.</span></p><h2><b>1. Stitch Fix</b></h2><p>Offering stylist-curated outfits by mail hasn&#39;t been a very good business model lately. Stitch Fix has posted four consecutive quarters of sharply decelerating revenue growth, clocking in with a decline in revenue in its latest report. This is horrible momentum heading into the fiscal fourth-quarter numbers that it will announce on Tuesday afternoon.</p><p>If the business was slowing as we clawed our way out of the pandemic, how do you think Stitch Fix will hold up now that folks are spending less money outside of food essentials? The model has gone through some changes, but it can&#39;t seem to gain traction with poorly dressed folks who would appreciate having fashionistas on their side.</p><p>The balance sheet is still in decent shape, but analysts don&#39;t see Stitch Fix turning a profit until at lest fiscal 2027. With the model being upended, it&#39;s hard to picture anything positive emerging out of this week&#39;s financial update.</p><h2><b>2. Lennar</b></h2><p>Stitch Fix isn&#39;t the only company reporting what could be problematic quarterly results. A couple of homebuilders will be reporting results on Wednesday, and Lennar is one that could disappoint the market. The Florida homebuilder has feasted from the red-hot housing market that has been particularly scintillating in the Sunshine State. The near-term outlook won&#39;t be so great.</p><p>Borrowing costs are rising. The inventory of available homes across the country is shooting higher. Sellers are slashing their asking prices. All three of these new realities will eat into Lennar&#39;s business.</p><p>The single-digit trailing-earnings multiples you see across the industry are a facade. Analysts already see Lennar&#39;s revenue and earnings per share declining 7% and 11%, respectively, next year. It could be a lot worse than that if the real estate market continues to go the wrong way.</p><p>This week&#39;s report might not be horrible, but its guidance should be cautious -- and that could be enough to spook investors.</p><h2><b>3. Coinbase</b></h2><p>Singling out Coinbase as a stock to avoid last week paid off. Shares of the country&#39;s leading crypto exchange tumbled 10%, more than double the overall market&#39;s slide. I don&#39;t usually repeat a pick after it takes a hit, but I think there could be more near-term pain here.</p><p>The Merge -- the successful migration of <b>Ethereum</b> to the more efficient proof-of-stake protocol -- didn&#39;t ease the crypto bear market last week. What&#39;s the next lever to get digital currencies rolling again? Traders are cooling on Coinbase. The $803 million it generated in revenue in its latest quarter is less than a third (yes, less than a third) of what it served up just two reports earlier.</p><p>It&#39;s going to be a bumpy road for some of these investments. If you&#39;re looking for safe stocks, you aren&#39;t likely to find them in Stitch Fix, Lennar, and Coinbase this week.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Stocks to Avoid This Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Stocks to Avoid This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-20 16:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/09/19/3-stocks-to-avoid-this-week/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSStitch Fix and Lennar report earnings this week. They're vulnerable now.The Merge wasn't enough to save Coinbase last week, and this week might not get any easier.Stocks historically move ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/09/19/3-stocks-to-avoid-this-week/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SFIX":"Stitch Fix Inc.","COIN":"Coinbase Global, Inc.","LEN":"莱纳建筑公司"},"source_url":"https://www.fool.com/investing/2022/09/19/3-stocks-to-avoid-this-week/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182636577","content_text":"KEY POINTSStitch Fix and Lennar report earnings this week. They're vulnerable now.The Merge wasn't enough to save Coinbase last week, and this week might not get any easier.Stocks historically move higher, but Stitch Fix, Lennar, and Coinbase might fail to beat the market this week.One bad call can ruin your week. The \"three stocks to avoid\" in my column last week that I thought were going to lose to the market -- Latch, InnovAge Holding, and Coinbase Gloal -- fell 7%, soared 46%, and sank 8%, respectively, averaging out to a 10.3% gain.The S&P 500 experienced a 4.8% move lower, so I was wrong, but I have still been right in 30 of the past 48 weeks.Now let's look at the week ahead. I see Stitch Fix, Lennar, and, again, Coinbase as stocks you might want to consider steering clear of this week. Let's go over my near-term concerns with all three investments.IMAGE SOURCE: GETTY IMAGES.1. Stitch FixOffering stylist-curated outfits by mail hasn't been a very good business model lately. Stitch Fix has posted four consecutive quarters of sharply decelerating revenue growth, clocking in with a decline in revenue in its latest report. This is horrible momentum heading into the fiscal fourth-quarter numbers that it will announce on Tuesday afternoon.If the business was slowing as we clawed our way out of the pandemic, how do you think Stitch Fix will hold up now that folks are spending less money outside of food essentials? The model has gone through some changes, but it can't seem to gain traction with poorly dressed folks who would appreciate having fashionistas on their side.The balance sheet is still in decent shape, but analysts don't see Stitch Fix turning a profit until at lest fiscal 2027. With the model being upended, it's hard to picture anything positive emerging out of this week's financial update.2. LennarStitch Fix isn't the only company reporting what could be problematic quarterly results. A couple of homebuilders will be reporting results on Wednesday, and Lennar is one that could disappoint the market. The Florida homebuilder has feasted from the red-hot housing market that has been particularly scintillating in the Sunshine State. The near-term outlook won't be so great.Borrowing costs are rising. The inventory of available homes across the country is shooting higher. Sellers are slashing their asking prices. All three of these new realities will eat into Lennar's business.The single-digit trailing-earnings multiples you see across the industry are a facade. Analysts already see Lennar's revenue and earnings per share declining 7% and 11%, respectively, next year. It could be a lot worse than that if the real estate market continues to go the wrong way.This week's report might not be horrible, but its guidance should be cautious -- and that could be enough to spook investors.3. CoinbaseSingling out Coinbase as a stock to avoid last week paid off. Shares of the country's leading crypto exchange tumbled 10%, more than double the overall market's slide. I don't usually repeat a pick after it takes a hit, but I think there could be more near-term pain here.The Merge -- the successful migration of Ethereum to the more efficient proof-of-stake protocol -- didn't ease the crypto bear market last week. What's the next lever to get digital currencies rolling again? Traders are cooling on Coinbase. The $803 million it generated in revenue in its latest quarter is less than a third (yes, less than a third) of what it served up just two reports earlier.It's going to be a bumpy road for some of these investments. If you're looking for safe stocks, you aren't likely to find them in Stitch Fix, Lennar, and Coinbase this week.","news_type":1},"isVote":1,"tweetType":1,"viewCount":250,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9910725466,"gmtCreate":1663687779256,"gmtModify":1676537316277,"author":{"id":"3582006183410147","authorId":"3582006183410147","name":"DZL","avatar":"https://static.tigerbbs.com/640ac3ae648fded99146300a53c24a5b","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582006183410147","authorIdStr":"3582006183410147"},"themes":[],"htmlText":"Tesla, netted shareholders a respectable 22% gain over this same period.","listText":"Tesla, netted shareholders a respectable 22% gain over this same period.","text":"Tesla, netted shareholders a respectable 22% gain over this same period.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9910725466","repostId":"1169382671","repostType":4,"isVote":1,"tweetType":1,"viewCount":169,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9910722905,"gmtCreate":1663687545207,"gmtModify":1676537316191,"author":{"id":"3582006183410147","authorId":"3582006183410147","name":"DZL","avatar":"https://static.tigerbbs.com/640ac3ae648fded99146300a53c24a5b","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582006183410147","authorIdStr":"3582006183410147"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a><v-v data-views=\"1\"></v-v>netted shareholders a respectable 22% gain over this same period.","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a><v-v data-views=\"1\"></v-v>netted shareholders a respectable 22% gain over this same period.","text":"$Tesla Motors(TSLA)$netted shareholders a respectable 22% gain over this same period.","images":[{"img":"https://community-static.tradeup.com/news/66b773a7c8ac121d04bbe6874f5d6c45","width":"750","height":"1568"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9910722905","isVote":1,"tweetType":1,"viewCount":165,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9910844511,"gmtCreate":1663601737533,"gmtModify":1676537299547,"author":{"id":"3582006183410147","authorId":"3582006183410147","name":"DZL","avatar":"https://static.tigerbbs.com/640ac3ae648fded99146300a53c24a5b","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582006183410147","authorIdStr":"3582006183410147"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/DIS\">$Walt Disney(DIS)$</a>streaming in revenue with borders reopening and economy recovery&nbsp;","listText":"<a href=\"https://ttm.financial/S/DIS\">$Walt Disney(DIS)$</a>streaming in revenue with borders reopening and economy recovery&nbsp;","text":"$Walt Disney(DIS)$streaming in revenue with borders reopening and economy recovery","images":[{"img":"https://community-static.tradeup.com/news/528cc91d727809083aaaee9695c2c148","width":"750","height":"1334"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9910844511","isVote":1,"tweetType":1,"viewCount":123,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":9900704904,"gmtCreate":1658761388808,"gmtModify":1676536203311,"author":{"id":"3582006183410147","authorId":"3582006183410147","name":"DZL","avatar":"https://static.tigerbbs.com/640ac3ae648fded99146300a53c24a5b","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582006183410147","authorIdStr":"3582006183410147"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BRK.B\">$Berkshire Hathaway(BRK.B)$</a>riding the current wave driven by increased fuel prices to boost Berkshire's returns","listText":"<a href=\"https://ttm.financial/S/BRK.B\">$Berkshire Hathaway(BRK.B)$</a>riding the current wave driven by increased fuel prices to boost Berkshire's returns","text":"$Berkshire Hathaway(BRK.B)$riding the current wave driven by increased fuel prices to boost Berkshire's returns","images":[{"img":"https://community-static.tradeup.com/news/0de11c2236c2463103eef446d90045dc","width":"750","height":"2322"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":135,"commentSize":63,"repostSize":0,"link":"https://ttm.financial/post/9900704904","isVote":1,"tweetType":1,"viewCount":2618,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3575458572348714","authorId":"3575458572348714","name":"CAPKHOO","avatar":"https://static.tigerbbs.com/5beb0eb2e3ed4f2786cd935229345483","crmLevel":3,"crmLevelSwitch":0,"idStr":"3575458572348714","authorIdStr":"3575458572348714"},"content":"looking good","text":"looking good","html":"looking good"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9998364310,"gmtCreate":1660949097733,"gmtModify":1676536426604,"author":{"id":"3582006183410147","authorId":"3582006183410147","name":"DZL","avatar":"https://static.tigerbbs.com/640ac3ae648fded99146300a53c24a5b","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582006183410147","authorIdStr":"3582006183410147"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GM\">$General Motors(GM)$</a>resume and increase its opportunistic share repurchases to $5 billion of common stock","listText":"<a href=\"https://ttm.financial/S/GM\">$General Motors(GM)$</a>resume and increase its opportunistic share repurchases to $5 billion of common stock","text":"$General Motors(GM)$resume and increase its opportunistic share repurchases to $5 billion of common stock","images":[{"img":"https://community-static.tradeup.com/news/c7ee1f3194e3325e27f54088dab1ec26","width":"750","height":"2392"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":50,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9998364310","isVote":1,"tweetType":1,"viewCount":1276,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9044672924,"gmtCreate":1656756471768,"gmtModify":1676535890160,"author":{"id":"3582006183410147","authorId":"3582006183410147","name":"DZL","avatar":"https://static.tigerbbs.com/640ac3ae648fded99146300a53c24a5b","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582006183410147","authorIdStr":"3582006183410147"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GM\">$General Motors(GM)$</a>big spending into EVs, Autonomous Vehicles &amp; batteries, gaining foothold in China's market","listText":"<a href=\"https://ttm.financial/S/GM\">$General Motors(GM)$</a>big spending into EVs, Autonomous Vehicles &amp; batteries, gaining foothold in China's market","text":"$General Motors(GM)$big spending into EVs, Autonomous Vehicles & batteries, gaining foothold in China's market","images":[{"img":"https://community-static.tradeup.com/news/30d8910b3add8083982024fbc5f54d0e","width":"750","height":"2392"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":44,"commentSize":0,"repostSize":2,"link":"https://ttm.financial/post/9044672924","isVote":1,"tweetType":1,"viewCount":1024,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000420","authorId":"9000000000000420","name":"PorterLamb","avatar":"https://static.tigerbbs.com/bf65ca86aeb00567f8edf7489edd03ae","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000420","authorIdStr":"9000000000000420"},"content":"At present, the electric vehicles in the Chinese market have not been completely seized by giants. GM quickly seized the market.","text":"At present, the electric vehicles in the Chinese market have not been completely seized by giants. GM quickly seized the market.","html":"At present, the electric vehicles in the Chinese market have not been completely seized by giants. GM quickly seized the market."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9935684807,"gmtCreate":1663081723209,"gmtModify":1676537199218,"author":{"id":"3582006183410147","authorId":"3582006183410147","name":"DZL","avatar":"https://static.tigerbbs.com/640ac3ae648fded99146300a53c24a5b","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582006183410147","authorIdStr":"3582006183410147"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BYDDY\">$BYD Co., Ltd.(BYDDY)$</a>signed a&nbsp;land-purchase deal in Thailand to construct its first EV plant in Southeast Asia","listText":"<a href=\"https://ttm.financial/S/BYDDY\">$BYD Co., Ltd.(BYDDY)$</a>signed a&nbsp;land-purchase deal in Thailand to construct its first EV plant in Southeast Asia","text":"$BYD Co., Ltd.(BYDDY)$signed a land-purchase deal in Thailand to construct its first EV plant in Southeast 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3%","images":[{"img":"https://community-static.tradeup.com/news/db1b18df04a3d7ed4352f118eef97585","width":"750","height":"2322"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":26,"commentSize":0,"repostSize":2,"link":"https://ttm.financial/post/9991297981","isVote":1,"tweetType":1,"viewCount":649,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9906640032,"gmtCreate":1659539436029,"gmtModify":1705981398366,"author":{"id":"3582006183410147","authorId":"3582006183410147","name":"DZL","avatar":"https://static.tigerbbs.com/640ac3ae648fded99146300a53c24a5b","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582006183410147","authorIdStr":"3582006183410147"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$</a>one of just 18 companies in the S&amp;P 500 without outstanding short or long-term debt","listText":"<a href=\"https://ttm.financial/S/META\">$Meta Platforms, 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href=\"https://ttm.financial/S/OXY\">$Occidental(OXY)$</a>with strong backing of Berkshire Hathaway at 17.4% stake after 9.9 million shares buy in","listText":"<a href=\"https://ttm.financial/S/OXY\">$Occidental(OXY)$</a>with strong backing of Berkshire Hathaway at 17.4% stake after 9.9 million shares buy in","text":"$Occidental(OXY)$with strong backing of Berkshire Hathaway at 17.4% stake after 9.9 million shares buy 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href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a>decelerating revenue growth, the risk of getting delisted from US exchanges and its relatively pricey valuations in general","listText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a>decelerating revenue growth, the risk of getting delisted from US exchanges and its relatively pricey valuations in general","text":"$Alibaba(BABA)$decelerating revenue growth, the risk of getting delisted from US exchanges and its relatively pricey valuations in general","images":[{"img":"https://community-static.tradeup.com/news/a7c8da3c421121000b16242b54bb8400","width":"750","height":"2474"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":22,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/9907465236","isVote":1,"tweetType":1,"viewCount":1109,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9058418503,"gmtCreate":1654876448302,"gmtModify":1676535527076,"author":{"id":"3582006183410147","authorId":"3582006183410147","name":"DZL","avatar":"https://static.tigerbbs.com/640ac3ae648fded99146300a53c24a5b","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582006183410147","authorIdStr":"3582006183410147"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BRK.B\">$Berkshire Hathaway(BRK.B)$</a>best mutual funds invested roughly $1.5 billion in the Warren Buffett-led conglomerate","listText":"<a href=\"https://ttm.financial/S/BRK.B\">$Berkshire Hathaway(BRK.B)$</a>best mutual funds invested roughly $1.5 billion in the Warren Buffett-led conglomerate","text":"$Berkshire Hathaway(BRK.B)$best mutual funds invested roughly $1.5 billion in the Warren Buffett-led conglomerate","images":[{"img":"https://community-static.tradeup.com/news/e0bc8f2c79c2a5dbfc34bb89ec91dded","width":"750","height":"2322"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":20,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9058418503","isVote":1,"tweetType":1,"viewCount":213,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9914916550,"gmtCreate":1665155219770,"gmtModify":1676537565854,"author":{"id":"3582006183410147","authorId":"3582006183410147","name":"DZL","avatar":"https://static.tigerbbs.com/640ac3ae648fded99146300a53c24a5b","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582006183410147","authorIdStr":"3582006183410147"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a><v-v data-views=\"1\"></v-v>services-related revenues should continue to advance and represent a strong engine for future growth","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a><v-v data-views=\"1\"></v-v>services-related revenues should continue to advance and represent a strong engine for future growth","text":"$Apple(AAPL)$services-related revenues should continue to advance and represent a strong engine for future growth","images":[{"img":"https://community-static.tradeup.com/news/d68c7add6eb6b6fa4b5843647f841c54","width":"750","height":"1640"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":8,"repostSize":1,"link":"https://ttm.financial/post/9914916550","isVote":1,"tweetType":1,"viewCount":671,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9080171506,"gmtCreate":1649861698075,"gmtModify":1676534592623,"author":{"id":"3582006183410147","authorId":"3582006183410147","name":"DZL","avatar":"https://static.tigerbbs.com/640ac3ae648fded99146300a53c24a5b","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582006183410147","authorIdStr":"3582006183410147"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>with record delivery despite supply-chain disruptions and Russia's invasion of Ukraine","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>with record delivery despite supply-chain disruptions and Russia's invasion of Ukraine","text":"$Tesla Motors(TSLA)$with record delivery despite supply-chain disruptions and Russia's invasion of Ukraine","images":[{"img":"https://community-static.tradeup.com/news/f00a70d08561910dd80b52aed9295d68","width":"750","height":"2322"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9080171506","isVote":1,"tweetType":1,"viewCount":180,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9059651023,"gmtCreate":1654361515662,"gmtModify":1676535436255,"author":{"id":"3582006183410147","authorId":"3582006183410147","name":"DZL","avatar":"https://static.tigerbbs.com/640ac3ae648fded99146300a53c24a5b","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582006183410147","authorIdStr":"3582006183410147"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a>proven over decades that it can create innovative products that consumers will spend on","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a>proven over decades that it can create innovative products that consumers will spend on","text":"$Apple(AAPL)$proven over decades that it can create innovative products that consumers will spend on","images":[{"img":"https://community-static.tradeup.com/news/22d146909732fdf0fb923883f6f7fba7","width":"750","height":"2392"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9059651023","isVote":1,"tweetType":1,"viewCount":202,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9034009904,"gmtCreate":1647711560531,"gmtModify":1676534259957,"author":{"id":"3582006183410147","authorId":"3582006183410147","name":"DZL","avatar":"https://static.tigerbbs.com/640ac3ae648fded99146300a53c24a5b","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582006183410147","authorIdStr":"3582006183410147"},"themes":[],"htmlText":"Sea Limited&nbsp;drags as Garena growth slows, Shopee and SeaMoney continue to burn cash, amidst stiff competition and geopolitical risks","listText":"Sea Limited&nbsp;drags as Garena growth slows, Shopee and SeaMoney continue to burn cash, amidst stiff competition and geopolitical risks","text":"Sea Limited drags as Garena growth slows, Shopee and SeaMoney continue to burn cash, amidst stiff competition and geopolitical risks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9034009904","repostId":"2220777059","repostType":4,"repost":{"id":"2220777059","pubTimestamp":1647653153,"share":"https://ttm.financial/m/news/2220777059?lang=&edition=fundamental","pubTime":"2022-03-19 09:25","market":"sg","language":"en","title":"Sea Limited: The Three-Headed Monster","url":"https://stock-news.laohu8.com/highlight/detail?id=2220777059","media":"seekingalpha","summary":"SummaryGarena, Sea’s only profitable segment, serves as a lifeline for its other two segments, but B","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Garena, Sea’s only profitable segment, serves as a lifeline for its other two segments, but Bookings are expected to fall sharply in FY2022.</li><li>In addition, Shopee&#39;s losses are widening. However, the e-commerce segment is expected to be self-funded by 2025. This is achievable as take rates are trending in the right direction.</li><li>SeaMoney is also gaining traction at an unprecedented pace, a monster lurking in the shadows. Investors should pay attention as this segment could serve as Sea&#39;s second cash cow.</li><li>With a net cash position of $5.9 billion and $(3.6) billion of estimated AEBITDA in FY2022, it won&#39;t be long before Sea requires another cash infusion.</li><li>Despite unprofitability risks, Sea has a strong brand, network effects, and barriers to entry moats. The stock is trading at the lowest multiple ever - it is worth a nibble at these prices.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/51b3290f2015840c5d8f754c01de8a85\" tg-width=\"750\" tg-height=\"422\" referrerpolicy=\"no-referrer\"/><span>undefined undefined/iStock via Getty Images</span></p><p>I&#39;ve been following Sea Limited ADR (NYSE:SE) for quite some time now and the stock got me interested again given the recent 75% selloff. Today, I&#39;m doing a deep dive on the three-headed monster (and each of its heads) to see if the company is a good investment opportunity at these levels. Let&#39;s get started!</p><p><b>Investment Thesis</b></p><p>Sea is at the forefront of the internet revolution in developing regions. This had many investors buying into the growth story of the company, sending shares soaring high into the sun for the better part of 2020 and 2021. However, the stock has cratered back to sea amid concerns about the company&#39;s slowing growth, especially for its only cash cow, Garena. To make matters worse, Shopee&#39;s losses are also getting worse.</p><p>The Group&#39;s cash burn rate is still high, estimated to be $(3.6) billion in FY2022. With a net cash position of $5.9 billion, future capital raises are very likely.</p><p>On the bright side, Sea still has a long growth runway ahead, solidified by its leadership positions in Southeast Asia and Latin America. SeaMoney, although still unprofitable, could also emerge as Sea&#39;s second cash cow.</p><p>Despite unprofitability and competitive risks, Sea has strong competitive moats and it is trading at the cheapest valuation multiples since its IPO.</p><p>The three-headed monster is a Buy at these levels.</p><p><b>Value Proposition</b></p><p>Founded in Singapore in 2009, Sea has grown to become the leading consumer internet company in the world, with a substantial presence in the Southeast Asian region.</p><blockquote><b>Mission</b>: To better the lives of consumers and small businesses with technology.</blockquote><p>Sea is a holding company for three core businesses: Garena, Shopee, and SeaMoney. Sea&#39;s main value proposition is providing a vertically-integrated experience through its different core businesses.</p><p><b>Garena</b></p><p>Its digital entertainment division, Garena, was Sea&#39;s first business venture. In fact, Sea was originally named Garena Interactive Holding Limited before changing its name to Sea Limited in 2017.</p><p>Garena is one of the largest online games developers and publishers, releasing some of the most successful mobile and PC games over the last decade. For example, Garena&#39;s Free Fire, its self-developed mobile battle royale game, topped the global download charts for the last three years. According to data.ai, Free Fire also ranked second globally by average monthly active users on Google Play in 2021. In Southeast Asia and Latin America, Free Fire was the highest-grossing mobile game for ten consecutive quarters, and in the US for four consecutive quarters. Based on Sensor <a href=\"https://laohu8.com/S/TWR.AU\">Tower</a>&#39;s findings, Free Fire still holds the most downloads globally as of January 2022.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fa392753c19f14d60ee0d992e58c3d2f\" tg-width=\"1280\" tg-height=\"741\" referrerpolicy=\"no-referrer\"/><span>Source: SensorTower</span></p><p>Garena also exclusively licenses and publishes games from global partners and third-party developers. Some of these partners include Tencent (OTCPK:TCEHY), Activision (ATVI), and Arumgames. Games like Speed Drifters, Arena of Valor, and Fantasy Town fall into this category as they are co-developed with partners or licensed from partners.</p><p>In addition, Garena organizes some of the largest e-sports events from local tournaments to professional competitions at a global level. Moreover, Garena offers other entertainment content such as live-streaming, user chat, and online forums.</p><p><b>Shopee</b></p><p>Perhaps the most exciting business segment is Sea&#39;s mobile-centric e-commerce platform, Shopee. Launched in 2015, Shopee is now one of the fastest-growing e-commerce marketplaces with a strong presence in Southeast Asia, as well as growing recognition in Latin America and some European countries.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6649de846b2942b928a3f3e5d4035003\" tg-width=\"640\" tg-height=\"200\" referrerpolicy=\"no-referrer\"/><span>Source: Shopee</span></p><p>Through the Shopee platform, buyers can purchase items from sellers which are primarily small and medium businesses (or mom-and-pop stores). At the same time, larger, more established retailers like Xiaomi (OTCPK:XIACF), Microsoft (MSFT), or Samsung (OTC:SSNLF) can leverage Shopee&#39;s two premium shopping platforms, Shopee Mall and Shopee Premium.</p><p>Along with Shopee&#39;s e-commerce marketplace, Shopee also offers adjacent products and services for both buyers and sellers:</p><ul><li><b>Service by Shopee</b> - Value-added services for sellers such as integrated payment, logistics, fulfillment, seller support, inventory management, and online store operations.</li><li><b>BuyerProtection</b> - Consumer protection policies and procedures including seller verification, product listing screening, and dispute resolution. In addition, Shopee Guarantee reduces settlement risks by holding customers&#39; funds in a separate account until delivery is complete, where funds will be released to buyers.</li><li><b>Integrated Logistics Services</b>- Shopee partners with various local and regional third-party logistics service providers to provide a seamless last-mile delivery experience for both buyers and sellers. Shopee also has its own delivery service called Shopee Xpress.</li><li><b>Social Features</b> - Shopee also offers other social and gamification features, including Shopee Coins (virtual currency), Shopee Live (livestream), Shopee Games (in-app games), and Shopee Feed (similar to Instagram).</li><li><b>On-demand Services</b>- Shopee also recently launched on-demand services such as ShopeeFood, instant delivery, and groceries, competing directly with Grab (GRAB), Gojek, and Uber (UBER).</li></ul><p>Shopee&#39;s scale is unmatched and it is still growing at an unprecedented pace. According to data.ai, Shopee in Southeast Asia and Taiwan ranked first in average monthly active users and total time spent in the app in 2021. Shopee Indonesia, arguably Shopee&#39;s most important market, ranked first in the Shopping category. Shopee Brazil, which launched in October 2019, was also ranked first in the Shopping category. And globally, Shopee ranked first in the Shopping category, and is the #13 most downloaded app regardless of category, logging in 200+ million downloads in 2021.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3f9c550b140720336e00cc78e954d184\" tg-width=\"640\" tg-height=\"361\" referrerpolicy=\"no-referrer\"/><span>Source: SensorTower</span></p><p><b>SeaMoney</b></p><p>SeaMoney was launched in 2014 and is now one of the leading digital financial services providers in Sea&#39;s operating countries. SeaMoney offers mobile wallet services, payment processing, credit, and other digital financial services. These services are offered under SeaMoney&#39;s various brands including AirPay, ShopeePay, SPayLater, and other local brands depending on the country. SeaMoney was initially launched in Vietnam and Thailand but has since expanded to other regions.</p><p>Through SeaMoney&#39;s mobile wallet offerings, consumers and merchants have added flexibility in terms of payment options, whether through online or offline means. The launch of SPayLater, which is basically a &#34;buy now pay later&#34; payment option, enables consumers to purchase items without accessing credit. For those who are interested, I&#39;ve written a deep dive on Affirm (AFRM) where I discuss the main value propositions that BNPL provides.</p><p>SeaMoney has obtained bank licenses and government approvals to provide financial services in various countries. For example, Sea acquired Bank Kesejahteraan Ekonomi in Indonesia back in early 2021 as a push towards offering a digital banking solution. The company is now rebranded to SeaBank, which currently offers a high-yield savings account and virtual account.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4c85c862195f86fe9d4f0f8c8beced6b\" tg-width=\"640\" tg-height=\"361\" referrerpolicy=\"no-referrer\"/><span>Source: SeaBank Website</span></p><p>SeaMoney&#39;s main value proposition lies in offering a mobile wallet and payment solutions that are integrated with Sea&#39;s other businesses, namely Garena and Shopee, enabling consumers and merchants to transact seamlessly in one vertically-integrated platform.</p><p><b>Market Opportunity</b></p><p>Sea&#39;s market opportunity is predicated around the industry outlook of each of its business segments: mobile gaming, e-commerce, and fintech. Let&#39;s take a look at each industry that Sea operates in.</p><p>First, we have the mobile gaming industry. According to data.ai, Mobile Game Consumer Spend grew from $74 billion in 2018 to $116 billion in 2021, while Mobile Game Downloads grew from 63 billion in 2018 to 83 billion in 2021. Among the Top Genres by Downloads were Hypercasual games such as Hair Challenge and Water Sort Puzzle. However, the Top Genres by Consumer Spend belong to the Strategy, RPG, and Shooting categories where Garena specializes in. For example, Free Fire was the top Shooting game by revenue in Thailand, Brazil, Mexico, and the US, in 2021. Globally, however, it is still behind PUBG Mobile, which generates the bulk of its revenue from China.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f72bda6df6bc2b7bdf8756d218f53185\" tg-width=\"640\" tg-height=\"361\" referrerpolicy=\"no-referrer\"/><span>Source: SensorTower</span></p><p>According to Adjust, the mobile gaming industry is expected to reach $272 billion by 2030, which is about 1.5x of 2021&#39;s total figure. Given Garena&#39;s successes in monetizing its games, Garena should continue to enjoy gaming tailwinds in the foreseeable future, provided that its games remain in trend. This is also supported by Unity&#39;s findings that the APAC region is the fastest-growing regional market, a market that Garena dominates in.</p><p>Moving on to e-commerce, we all know that e-commerce is growing rapidly and that its market share as a whole will continue to trend up from here. This is especially true for the Southeast Asian region where internet and smartphone adoption continues to increase by the day. Based on the e-Conomy SEA report, Southeast Asia now has 440 million internet users, up from 360 million in 2019. Its total population is about 589 million.</p><p>Internet Gross Merchandise Value, or GMV, for the region was $170 billion in 2021 and is expected to reach $360 billion by 2025 with e-commerce leading the charge. The shift to e-commerce is not only happening on the consumer side but also on the merchant side. Digital marketing tools, analytical tools, and digital payment solutions have accelerated business for merchants. Shopee&#39;s vertically-integrated platform also makes it easy for merchants in these developing countries to set up shop, distribute goods, and accept payments in a single platform.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2fcb903aed7c0ec901fc83c4f25f18b8\" tg-width=\"640\" tg-height=\"361\" referrerpolicy=\"no-referrer\"/><span>Source: e-Conomy SEA 2021</span></p><p>Furthermore, Sea has recently expanded its e-commerce operations to other regions such as Latin America and Europe, which further expands its market opportunity.</p><p>Lastly, we have the fintech industry pertaining to SeaMoney. In my <a href=\"https://laohu8.com/S/PYPL\">PayPal</a> (PYPL) deep dive, I discussed the growth of mobile wallets as a payment method in both online and offline transactions. The shift to a cashless and cardless society is inevitable and that is also true for Sea&#39;s markets.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/47ec896a6208b6023ae89f654704bbc7\" tg-width=\"1261\" tg-height=\"706\" referrerpolicy=\"no-referrer\"/><span>Source: Ark Invest Big Ideas 2022</span></p><p>As you can see below, mobile wallets continue to gain traction in Southeast Asia. In addition, 92% of digital merchants intend to maintain usage or increase usage of digital payments in the next 1 to 2 years. ShopeePay and SeaMoney&#39;s other brands will benefit from this trend. Also of important note, SeaMoney&#39;s expansion to buy now pay later with SPayLater will be a key GMV and revenue driver for the segment. These are the reasons why some investors are so bullish on SeaMoney and why SeaMoney is a monster lurking in the shadows.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0eb814b800c3121e3fb8cd0913f239d5\" tg-width=\"640\" tg-height=\"361\" referrerpolicy=\"no-referrer\"/><span>Source: e-Conomy SEA 2021</span></p><p>As you can see, Sea is at the forefront of three megatrends which should propel the business forward from here. Also, combining the different verticals in the same platform would present a significant synergistic opportunity as Sea establishes itself as a SuperApp in the making.</p><p><b>Revenue Model</b></p><p>As mentioned previously, Sea operates three main business segments.</p><p><b>Digital Entertainment</b></p><p>Garena operates a freemium model whereby users can download and play games for free. The company generates revenue by selling in-game virtual items such as clothing, weaponry, or equipment.</p><p>Investors should take note of how revenue is recognized for this segment. According to Sea&#39;s 10-K:</p><blockquote>Proceeds from these sales are initially recognized as “Advances from customers” and subsequently reclassified to “Deferred revenue” when the users make in-game purchases of the virtual currencies or virtual items within the games operated by the Company and the in-game purchases are no longer refundable.</blockquote><p>Garena also licenses games from other game developers. Revenue is generated based on revenue-sharing/royalty agreements with these developers. Revenue is recognized over the performance obligation period.</p><blockquote>Such delivery obligation period is determined in accordance with the estimated average lifespan of the virtual goods sold or estimated average lifespan of the paying users of the said games or similar games.</blockquote><p><b>E-commerce</b></p><p>Shopee generates revenue through a marketplace model. Sellers on the platform pay Shopee based on paid advertisement services, transaction-based fees, logistics services, and other value-added services.</p><p>Shopee also generates revenue from goods sold directly by Shopee, which the company purchases in bulk from manufacturers or third-party suppliers.</p><p><b>Digital Financial Services</b></p><p>SeaMoney revenue consists of:</p><ul><li>Interest and fees from loans granted to commercial customers</li><li>Interest and fees from Sea&#39;s consumer credit business such as SPayLater</li><li>Commissions charged to merchants when a customer pays using SeaMoney&#39;s mobile wallet</li></ul><p><b>Income Statement</b></p><p>Let&#39;s analyze each of the business segments and then look at the entire Group as a whole.</p><p><b>Digital Entertainment</b></p><p>Garena Revenue saw a 104% increase YoY in Q4. For the full year, Garena Revenue was up 114% YoY.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/998dfbcf3f3dba11b8f8722710c36ba4\" tg-width=\"640\" tg-height=\"428\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p>The rapid increase in Revenue was primarily due to recognition of accumulated deferred revenue from previous quarters. Bookings—which is essentially GAAP Revenue plus the change in digital entertainment deferred revenue —actually dropped for the first time QoQ and it is now lower than Revenue. This means that gamers are spending less on in-virtual items which will lead to lower Revenue recognized in subsequent quarters. As you can see, Bookings is in a massive deceleration.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e06de5e6066b66cd5596a445cd912c98\" tg-width=\"640\" tg-height=\"431\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p>The drop in Bookings was due to fewer gamers in the platform as the economy reopens and people spend more time outdoors, at school, or in the office. Quarterly Active Users, or QAUs, grew only 7% in Q4 to 652 million, compared to Q3&#39;s QAUs of 729 million.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c5bdd570a9eb859a9fef8569c9fad10a\" tg-width=\"640\" tg-height=\"431\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p>As a result, Quarterly Paying Users, or QPUs, decelerated as well, which led to lower Bookings. Q4 QPUs was 77 million compared to Q3&#39;s 93 million.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/092c4a2f47b9336f2753b4548707b39f\" tg-width=\"640\" tg-height=\"431\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p>The markets reacted negatively to this slowdown in Garena growth as the gaming business acts as the lifeline for Sea&#39;s two other segments. As you can see, Garena is a high-margin business, producing Adjusted EBITDA of $2.7 billion in FY2021. Operating Margin is very high at 61% in Q4. AEBITDA margin, on the other hand, is trending downwards as QoQ adds in Bookings wither.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f28c9f35ee55afb5c7d170a80d26ebf2\" tg-width=\"640\" tg-height=\"431\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p>As such, the slowdown in growth for Garena is scaring investors away as it may not provide sufficient cash flow to fund the continued growth of Shopee and SeaMoney.</p><p><b>E-Commerce</b></p><p>Shopee GMV continues its upward march as e-commerce continues to gain traction in Shopee&#39;s existing and newer markets. However, we&#39;re also seeing a deceleration in growth due to tough YoY comps. GMV in FY2021 was $62.5 billion, an increase of 77%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4f657f7cacc9e00bc57df0e913fdb9ae\" tg-width=\"640\" tg-height=\"431\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p>GMV growth was also due to an increase in Orders in the Shopee platform, which totaled 6.1 billion in FY2021, an increase of 117%. Average Order Value, or AOV, however, is trending downwards. This may be perceived negatively as processing more lower-AOV orders meant higher logistical expenses and thus lower margins per order.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5fbc7f044de03ec379f262a5bfcdf331\" tg-width=\"640\" tg-height=\"431\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p>The increase in GMV translated to higher Shopee Revenue, which grew faster than GMV. Shopee Revenue grew 136% to $5.1 billion in FY2021, as compared to GMV growth of 77%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/27710dc2140a6d139900819f51bd688a\" tg-width=\"640\" tg-height=\"431\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p>The faster growth in Revenue was due to Shopee&#39;s increasing take rate, which displays Shopee&#39;s ability to monetize its marketplace platform. This is one of the only few positive developments coming out of the most recent earnings update.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e4267bc5d33a2153e8624f73ed71540\" tg-width=\"640\" tg-height=\"431\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p>Despite the improving Revenue and take rate, Shopee is still suffering huge losses and it is mounting with each subsequent quarter, primarily due to the company expanding into new markets. FY2021 Shopee AEBITDA was $(2.6) billion at a -50% margin. Recall that Garena AEBITDA was $2.7 billion.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d9d27cef61bc9a9058233f7eccc5eaa1\" tg-width=\"640\" tg-height=\"428\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p>AEBITDA per Order has been improving, although it flat-lined in the last few quarters. Again, this is due to the company aggressively expanding into new markets. For example, in Q4, Shopee Brazil recorded 140+ million gross orders with a $70+ million Revenue, up 400% and 326%, respectively. However, AEBITDA per Order in Brazil is still negative at $(2) per Order, despite being a 40% improvement from last year. As such, it is still a far cry from the overall AEBITDA per Order of $(0.45).</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0c0d6aa930a81ea4fc153b7134dbf9d3\" tg-width=\"640\" tg-height=\"432\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p>On the bright side, in Southeast Asia and Taiwan, Q4 AEBITDA per Order before &#34;allocation of the headquarters’ common expenses&#34; was $(0.15), an improvement from last year&#39;s $(0.21). This shows that there is certainly hope for Shopee to be AEBITDA positive soon, which management has pointed out during the Q4 earnings call:</p><blockquote>We currently expect Shopee to achieve positive adjusted EBITDA before HQ cost allocation in Southeast Asia and Taiwan by this year. We also expect SeaMoney to achieve positive cash flow by next year. As a result, we currently expect that by 2025 cash generated by Shopee and SeaMoney proactively will enable these two businesses to substantially self-fund their own long-term growth.</blockquote><p><b>Digital Financial Services</b></p><p>SeaMoney&#39;s Mobile Wallet Total Payment Volume grew 120% YoY to $17.2 billion in FY2021 due to the increasing adoption of mobile wallets in the region.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4fa5ef6efa513d9040963fda42b4b9f2\" tg-width=\"640\" tg-height=\"432\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p>The growth in TPV was largely driven by the growth in QAUs. As shown below, the total ending QAUs in Q4 grew 90% YoY to 45.8 million users.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9397aec066366f40ec92c24187347a44\" tg-width=\"640\" tg-height=\"432\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p>The real exciting part is that Revenue grew much faster than TPV and QAUs. SeaMoney Revenue is growing at a blistering pace, locking in high triple-digit growth rates over the last few years. FY2021 SeaMoney Revenue was $470 million, which is an increase of 673% from the previous year. This is due to take rates increasing from less than 1% in FY2020 to almost 4% by the end of the latest quarter.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dcaf6046cf3c27e00b233a8428eb2d75\" tg-width=\"640\" tg-height=\"428\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p>Furthermore, in Indonesia, over 20% of the QAUs have used more than one SeaMoney product or service, which includes credit services, digital banking, and insurance. As SeaMoney introduces more offerings, revenue should accelerate meaningfully as average revenue per user increases when people use additional products.</p><p>As SeaMoney continues to gain scale, the segment will enjoy better unit economics. As shown below, while SeaMoney&#39;s AEBITDA is still in deeply negative territories, AEBITDA Margins has continued to trend towards profitability. Management also expects SeaMoney to be cash flow positive by next year.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/51f0d5a1800fef748694417e8cb8fc9f\" tg-width=\"640\" tg-height=\"428\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p>This is the segment that investors should pay special attention to, given that it has the potential to be Sea&#39;s second cash cow. For example, PayPal has Operating Margins of 20%+, which could be SeaMoney&#39;s long-term margin profile.</p><p><b>Group</b></p><p>With that said, let&#39;s take a look at how the business is doing as a whole.</p><p>FY2021 Revenue was $10.0 billion, an increase of 128% YoY. Due to the law of large numbers and tough YoY comps, Revenue growth should decelerate from here.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/38de60bd773f3ef7afc4b2e28aa1c08f\" tg-width=\"640\" tg-height=\"430\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p>Here, we can see how Revenue is distributed across the different segments.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a86e59478db8a3a4fdc85897f24410e9\" tg-width=\"640\" tg-height=\"428\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p>What&#39;s encouraging is that Gross Profit Margins continue to trend upwards as the company gains economies of scale, even accounting for Shopee&#39;s aggressive expansion into new markets. FY2021 Gross Profit was $3.9 billion, up 189% YoY.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dd978ba4047cc6e20ac6086ba8420a8f\" tg-width=\"640\" tg-height=\"430\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p>Operating Expenses, however, remain elevated as management forgoes short-term profitability for long-term market dominance. FY2021 Total Operating Expenses were $5.5 billion. Below shows the different components of Operating Expenses as a percentage of Revenue.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fbdbde2c2ae744f36f8168ed32f94d62\" tg-width=\"640\" tg-height=\"419\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p>Most of the Operating Expenses were used for Sales &amp; Marketing purposes. Unsurprisingly, Shopee had the highest S&amp;M burn rate. Discounts, cashback, celebrity promotions... they&#39;re everywhere.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5253f186120da17c4cd901e5c442bd1e\" tg-width=\"640\" tg-height=\"419\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p>As a result, Operating Profit Margins is still negative, although it is trending in the right direction.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a27b7833551107397c44acefc5ad2475\" tg-width=\"640\" tg-height=\"430\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p>AEBITDA, on the other hand, is plunging. This is due to Garena&#39;s falling Bookings and Shoppe&#39;s widening losses. AEBITDA for FY2021 was $(594) million, compared to FY2020 positive AEBITDA of $107 million. This is probably the most concerning figure for investors as such a high cash burn rate is unsustainable, which may also lead to additional capital raises that are dilutive to shareholders.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d89fb95f74e23e85f8932870c0190bee\" tg-width=\"640\" tg-height=\"430\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p>The guidance did not help either. Garena Bookings is expected to fall to just $3 billion, which is $1.3 billion lower than FY2021&#39;s number. Management blamed the reopening of the economy as well as the ban of Free Fire in India for the expected drop in Bookings. Assuming a modest 50% AEBITDA margin, Garena would bring in just $1.5 billion of AEBITDA for Sea in FY2022.</p><p>On the other side, the other two segments are expected to continue with their immense pace of growth — Shopee and SeaMoney are expected to grow by 76% and 155%, respectively. If we assume a (50)% AEBITDA margin for both segments, Shopee and SeaMoney is expected to burn a total of about $(5.1) billion of AEBITDA. Adding Garena&#39;s estimated AEBITDA of $1.5 billion, Sea, as a Group, is expected to burn $(3.6) billion in FY2021.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ae5e9399a838e5f841dcccaffbe673d8\" tg-width=\"640\" tg-height=\"357\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited FY2021 Q4 Investor Presentation</span></p><p>Because Garena is such an important piece of Shopee&#39;s and SeaMoney&#39;s growth story, a deceleration in Garena&#39;s business had investors reacting so negatively to Sea&#39;s latest earnings release, as now, the gaming business is incapable of covering the massive losses incurred by the other two business segments.</p><p><b>Balance Sheet</b></p><p>Sea&#39;s balance sheet position as of year-end FY2021 is at about $10.2 billion of Cash and Short Term Investments. While this may show that Sea has a substantial cushion against its short-term cash burn rate, its net cash position paints a different picture.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dc30ee494abc2eda3b75434b96e4a66b\" tg-width=\"640\" tg-height=\"357\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited FY2021 Q4 Investor Presentation</span></p><p>Adjusting for Sea&#39;s debt, Sea ended the year with a net cash position of around $5.9 billion. A substantial amount of its total debt comes from its recent issuance of 0.25% Convertible Senior Notes due 2026. The notes were issued when the stock was trading at $318 per share back in September and the initial conversion price is set at $477 per share. So, yes... conversion in the next 2 to 3 years is very unlikely.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8d3d0030e6518cc4198245f624cc75e1\" tg-width=\"640\" tg-height=\"437\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p>With net cash of $5.9 billion and $(3.6) billion of estimated AEBITDA in FY2022, it won&#39;t be long before Sea requires another cash infusion. Therefore, if the high cash burn rate persists for the next 2 to 3 years, investors face a major risk of increasing financial leverage and/or dilution in the form of equity raises.</p><p><b>Cash Flow Statement</b></p><p>Here is what cash flow looks like over the last few quarters. Notice how Operating Cash Flow turned negative in the last quarter. Most of the cash also comes from Financing activities.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a0aba061277a1410bb9f3dc176ea0115\" tg-width=\"640\" tg-height=\"263\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p>Unlike other high-flying growth companies, Sea&#39;s Share-Based Compensation expenses are relatively low.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/81fa229682c8880d6edd35535ef6a747\" tg-width=\"640\" tg-height=\"419\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p><b>Competitive Moats</b></p><p>Based on my research and analysis, I identified three key competitive moats for Sea: brand, network effects, and barriers to entry. I used to think that Sea has cost advantages but as Garena becomes a smaller part of the overall business, and as losses continue to worsen, I have reason to believe that Sea no longer holds that moat.</p><p><b>Brand</b></p><p>As discussed in previous sections, Garena&#39;s games, particularly Free Fire, have consistently ranked as the most downloaded mobile game in the world. Additionally, the Shopee app has gained cross-border stardom and is now regarded as the most downloaded or fastest-trending shopping App in the countries it operates in. Lastly, SeaMoney is also gaining traction with banking licenses granted in various countries that should increase brand value and trust.</p><p><b>Network Effects</b></p><p>The sheer amount of app downloads leads to powerful network effects. Garena has 652 million QAUs, which is about 8% of the world&#39;s population. Shopee recorded 200+ million app downloads in FY2021 alone. SeaMoney QAUs topped 45.8 million in Q4 and it is still in the early stages of adoption.</p><p>With all these users in the Sea platform, cross-selling new products or services should be easier as Sea continues to scale. One such example is Shopee Brazil and Free Fire where each platform is encouraging consumers to use the other. As Sea continues to innovate and offer better experiences for its customers, the ecosystem gets bigger and tighter, leading to powerful network effects.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c641ac08707cc868b9e6004e2deaf950\" tg-width=\"1200\" tg-height=\"600\" referrerpolicy=\"no-referrer\"/><span>Source: Shopee Brazil</span></p><p><b>Barriers To Entry</b></p><p>I believe each of Sea&#39;s core businesses is operating in a winner-takes-most environment with high barriers to entry.</p><p>The mobile gaming environment requires the most talented developers to launch blockbuster games. Garena&#39;s Free Fire is certainly a blockbuster game and time in Free Fire&#39;s game means time away from other mobile games.</p><p>Just like how Amazon (AMZN) dominates in the US, the e-commerce landscape in Southeast Asia and Latin America is dominated by a few players, such as Shopee, Tokopedia, and <a href=\"https://laohu8.com/S/MELI\">MercadoLibre</a> (MELI). The scale and unit economics that these players have achieved makes it unsustainable for new entrants to compete with them.</p><p>Banking and fintech is also a highly-regulated environment. Furthermore, consumers prefer to have just one mobile wallet, such as ShopeePay, as opposed to owning several different fintech applications.</p><p><b>Valuation</b></p><p>Based on my sum-of-the-parts and comparable company valuation analysis, Sea looks to be slightly undervalued with 19% upside potential. Of course, comparables are not perfect but based on this, we can gauge where Sea stands among peers.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f2400cd917e5f6ce8c47ef74a8062093\" tg-width=\"640\" tg-height=\"353\" referrerpolicy=\"no-referrer\"/><span>Source: Author&#39;s Analysis</span></p><p>On the flip side, Sea looks extremely cheap on a historical basis. In terms of EV/Sales, Sea is trading at the lowest valuation since its IPO, trading at just 4.2x forward sales.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bed1fd805a89523bbb8fa982bee40079\" tg-width=\"640\" tg-height=\"427\" referrerpolicy=\"no-referrer\"/><span>Source: Koyfin</span></p><p>In terms of EV/Gross Profit, Sea is trading even cheaper than its March 2020 lows.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fdf589a808c84131e9c36aa7b65a5129\" tg-width=\"640\" tg-height=\"427\" referrerpolicy=\"no-referrer\"/><span>Source: Koyfin</span></p><p>The valuation compression is warranted given that the company flew too close to the sun and now it is cratering back to the sea — not just for Sea, but almost all growth stocks took a beating. Growth is also slowing down and the macroeconomic environment looks gloomier than ever. However, this is not the end of the world; I think the markets are overreacting. Diversion from the mean goes both ways — perhaps, current prices present a good margin of safety for long-term investors.</p><p><b>Catalysts</b></p><ul><li><b>Successful International Expansion</b> — Shopee has been successful in replicating its playbook from Southeast Asia to Brazil. Recently, Shopee launched operations in India, Mexico, Chile, Colombia, Argentina, Poland, and Spain. If Shopee can take substantial market share in these new regions, Shopee&#39;s growth could turn exponential.</li><li><b>The Metaverse</b> — Sea&#39;s withering gaming division needs to be revitalized. New games and features could definitely provide the boost that it needs. For example, the metaverse is an exciting opportunity and Garena could introduce this concept to its 600+ million QAUs. Sea AI Lab (SAIL) and Sea Capital are two ventures that could accelerate the company into emerging industries, including the metaverse.</li></ul><blockquote>We will continue to encourage user-generated content by enhancing greater features and accessibility. We believe that a strong user reception to Craftland is a positive indicator of the initial success to encourage user participation in content creation and to build Free Fire into an increasingly open platform and is well aligned with major emerging industry trends such as metaverse.</blockquote><ul><li><b>Regional SuperApp</b> — Although this concept has yet to be discussed by management, launching a regional SuperApp could enhance user engagement to new levels. For example, imagine Shopee users being able to play games, shop, order food delivery, pay for services, transfer money, invest, all under one app. Imagine users being able to convert their deposited funds in ShopeePay, into ShopeeCoins, and use it to perform cross-border transactions.</li><li><b>Continued Growth In SeaMoney</b> — SeaMoney is still in its early stages and continued adoption of Sea&#39;s digital financial services offerings will be a strong addition to Sea&#39;s bull thesis. SPayLater has real potential to disrupt the consumer credit industry. SeaBank and ShopeePay have the opportunity to capture digital wallet, digital banking, and cashless society trends.</li><li><b>Free Fire India Ban Lift</b>— Garena&#39;s weak guidance factored in the headwinds coming from the ban in India. If the ban is lifted, the stock may react positively as much of Sea&#39;s cash burn problems may be eliminated.</li></ul><p><b>Risks</b></p><ul><li><b>The Pressure to Launch Blockbuster Games</b>— There will come a time when Free Fire will be dethroned as the most-played and most-downloaded game. That is just how the gaming business works. This puts a substantial risk on the cash flow generation potential of Garena. Launching blockbuster games is never easy and it requires many trials and errors along the way. For me, I would like to see Garena shift to a gaming franchise model where the company launches an updated version of an existing game every year or two, which presents a more stable and recurring revenue stream for the company. An example would be FIFA or Call of Duty.</li><li><b>Shopee India Ban</b> — With Free Fire banned in India, there&#39;s also the potential for Shoppe to be banned as well.</li><li><b>Failure to Gain Traction in International Markets</b>— Shopee pulled out of France in early March, an indication that Shoppe&#39;s business model is not replicable in other countries, especially in more developed regions. Shopee Poland and Spain may be next on the exit list as they hold a close resemblance to France.</li><li><b>Geopolitical Risks</b>— Tencent, a Chinese company, has an 18.7% equity stake in Sea. Sanctions, bans, and other restrictions on Chinese companies, given the current geopolitical environment, could spell trouble for Sea. Tencent may have to cut exposure on Sea or even dissolve its developing-publishing partnership with Garena.</li><li><b>Local Competition</b>— Local champions operating in their respective markets cannot be ignored. These include GoTo in Indonesia, MercadoLibre in Latin America, and Flipkart in India.</li></ul><p>In addition, there&#39;s a certain level of pride for consumers to see their native-born companies succeed. I&#39;m Indonesian, and it makes me really happy to see GoTo grow and grow.</p><p>GoTo, the holding company of both Indonesian tech darlings Gojek and Tokopedia, recently announced its plan to IPO in the Indonesia Stock Exchange. Here&#39;s a glance of GoTo&#39;s stats for the 12-months ended 30 September 2021:</p><ul><li>Valuation: $26.2 billion to $28.8 billion</li><li>GMV: $28.8 billion</li><li>Revenue: $1 billion</li><li>Gross Orders: 2 billion</li><li>Annual Transacting Users: 55 million</li><li>Driver Partners: 2.5 million</li><li>Merchants: 14 million</li></ul><p>The point is that there are big-time local players operating in Sea&#39;s markets that investors should never ignore. Here&#39;s a little snippet from my previous Shopee article:</p><blockquote>But with the GoTo merger, Indonesia could potentially extinguish the orange flame that charred its forest for many years. Now, GoTo could finally reclaim a good chunk of its territory that was lost to waves of competition, especially from Shopee. GoTo could finally gain more ground as the roots grew even stronger with the merger, fertilized with the synergies of value propositions, logistics, payments, and banking solutions.</blockquote><blockquote>Meanwhile, Sea Limited&#39;s stock continues to soar, ignoring the titan of an elephant in the room. And because of GoTo&#39;s integration, Shopee&#39;s vertically-integrated business model doesn&#39;t look like a strong competitive advantage anymore.</blockquote><p><b>Conclusion</b></p><p>Each of Sea&#39;s core businesses is in hypergrowth mode, propelled by megatrends in the mobile gaming, e-commerce, and fintech industry. Management understands these opportunities and therefore, is sacrificing short-term profitability for long-term market dominance. Despite being a larger business, Sea still has a massive growth runway ahead.</p><p>That is not to say that unprofitability and competition risks can and should be ignored. The biggest concern for investors is the company&#39;s unsustainable cash burn rate, which will likely lead to further capital raises in the near future.</p><p>Nonetheless, the long-term growth thesis for the three-headed monster remains intact. Strong brand, network effects, and barriers to entry moats should support the business going forward. In addition, shares of Sea are trading at the lowest valuation multiples ever, which presents a good margin of safety for an entry at these prices.</p><p>Thank you for reading my Sea Limited deep dive. If you enjoyed the article, please let me know in the comment section down below. If you have any suggestions or feedback, don&#39;t hesitate to share your thoughts as well.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Sea Limited: The Three-Headed Monster</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSea Limited: The Three-Headed Monster\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-19 09:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4496480-sea-limited-the-three-headed-monster><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryGarena, Sea’s only profitable segment, serves as a lifeline for its other two segments, but Bookings are expected to fall sharply in FY2022.In addition, Shopee's losses are widening. However, ...</p>\n\n<a href=\"https://seekingalpha.com/article/4496480-sea-limited-the-three-headed-monster\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"source_url":"https://seekingalpha.com/article/4496480-sea-limited-the-three-headed-monster","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2220777059","content_text":"SummaryGarena, Sea’s only profitable segment, serves as a lifeline for its other two segments, but Bookings are expected to fall sharply in FY2022.In addition, Shopee's losses are widening. However, the e-commerce segment is expected to be self-funded by 2025. This is achievable as take rates are trending in the right direction.SeaMoney is also gaining traction at an unprecedented pace, a monster lurking in the shadows. Investors should pay attention as this segment could serve as Sea's second cash cow.With a net cash position of $5.9 billion and $(3.6) billion of estimated AEBITDA in FY2022, it won't be long before Sea requires another cash infusion.Despite unprofitability risks, Sea has a strong brand, network effects, and barriers to entry moats. The stock is trading at the lowest multiple ever - it is worth a nibble at these prices.undefined undefined/iStock via Getty ImagesI've been following Sea Limited ADR (NYSE:SE) for quite some time now and the stock got me interested again given the recent 75% selloff. Today, I'm doing a deep dive on the three-headed monster (and each of its heads) to see if the company is a good investment opportunity at these levels. Let's get started!Investment ThesisSea is at the forefront of the internet revolution in developing regions. This had many investors buying into the growth story of the company, sending shares soaring high into the sun for the better part of 2020 and 2021. However, the stock has cratered back to sea amid concerns about the company's slowing growth, especially for its only cash cow, Garena. To make matters worse, Shopee's losses are also getting worse.The Group's cash burn rate is still high, estimated to be $(3.6) billion in FY2022. With a net cash position of $5.9 billion, future capital raises are very likely.On the bright side, Sea still has a long growth runway ahead, solidified by its leadership positions in Southeast Asia and Latin America. SeaMoney, although still unprofitable, could also emerge as Sea's second cash cow.Despite unprofitability and competitive risks, Sea has strong competitive moats and it is trading at the cheapest valuation multiples since its IPO.The three-headed monster is a Buy at these levels.Value PropositionFounded in Singapore in 2009, Sea has grown to become the leading consumer internet company in the world, with a substantial presence in the Southeast Asian region.Mission: To better the lives of consumers and small businesses with technology.Sea is a holding company for three core businesses: Garena, Shopee, and SeaMoney. Sea's main value proposition is providing a vertically-integrated experience through its different core businesses.GarenaIts digital entertainment division, Garena, was Sea's first business venture. In fact, Sea was originally named Garena Interactive Holding Limited before changing its name to Sea Limited in 2017.Garena is one of the largest online games developers and publishers, releasing some of the most successful mobile and PC games over the last decade. For example, Garena's Free Fire, its self-developed mobile battle royale game, topped the global download charts for the last three years. According to data.ai, Free Fire also ranked second globally by average monthly active users on Google Play in 2021. In Southeast Asia and Latin America, Free Fire was the highest-grossing mobile game for ten consecutive quarters, and in the US for four consecutive quarters. Based on Sensor Tower's findings, Free Fire still holds the most downloads globally as of January 2022.Source: SensorTowerGarena also exclusively licenses and publishes games from global partners and third-party developers. Some of these partners include Tencent (OTCPK:TCEHY), Activision (ATVI), and Arumgames. Games like Speed Drifters, Arena of Valor, and Fantasy Town fall into this category as they are co-developed with partners or licensed from partners.In addition, Garena organizes some of the largest e-sports events from local tournaments to professional competitions at a global level. Moreover, Garena offers other entertainment content such as live-streaming, user chat, and online forums.ShopeePerhaps the most exciting business segment is Sea's mobile-centric e-commerce platform, Shopee. Launched in 2015, Shopee is now one of the fastest-growing e-commerce marketplaces with a strong presence in Southeast Asia, as well as growing recognition in Latin America and some European countries.Source: ShopeeThrough the Shopee platform, buyers can purchase items from sellers which are primarily small and medium businesses (or mom-and-pop stores). At the same time, larger, more established retailers like Xiaomi (OTCPK:XIACF), Microsoft (MSFT), or Samsung (OTC:SSNLF) can leverage Shopee's two premium shopping platforms, Shopee Mall and Shopee Premium.Along with Shopee's e-commerce marketplace, Shopee also offers adjacent products and services for both buyers and sellers:Service by Shopee - Value-added services for sellers such as integrated payment, logistics, fulfillment, seller support, inventory management, and online store operations.BuyerProtection - Consumer protection policies and procedures including seller verification, product listing screening, and dispute resolution. In addition, Shopee Guarantee reduces settlement risks by holding customers' funds in a separate account until delivery is complete, where funds will be released to buyers.Integrated Logistics Services- Shopee partners with various local and regional third-party logistics service providers to provide a seamless last-mile delivery experience for both buyers and sellers. Shopee also has its own delivery service called Shopee Xpress.Social Features - Shopee also offers other social and gamification features, including Shopee Coins (virtual currency), Shopee Live (livestream), Shopee Games (in-app games), and Shopee Feed (similar to Instagram).On-demand Services- Shopee also recently launched on-demand services such as ShopeeFood, instant delivery, and groceries, competing directly with Grab (GRAB), Gojek, and Uber (UBER).Shopee's scale is unmatched and it is still growing at an unprecedented pace. According to data.ai, Shopee in Southeast Asia and Taiwan ranked first in average monthly active users and total time spent in the app in 2021. Shopee Indonesia, arguably Shopee's most important market, ranked first in the Shopping category. Shopee Brazil, which launched in October 2019, was also ranked first in the Shopping category. And globally, Shopee ranked first in the Shopping category, and is the #13 most downloaded app regardless of category, logging in 200+ million downloads in 2021.Source: SensorTowerSeaMoneySeaMoney was launched in 2014 and is now one of the leading digital financial services providers in Sea's operating countries. SeaMoney offers mobile wallet services, payment processing, credit, and other digital financial services. These services are offered under SeaMoney's various brands including AirPay, ShopeePay, SPayLater, and other local brands depending on the country. SeaMoney was initially launched in Vietnam and Thailand but has since expanded to other regions.Through SeaMoney's mobile wallet offerings, consumers and merchants have added flexibility in terms of payment options, whether through online or offline means. The launch of SPayLater, which is basically a \"buy now pay later\" payment option, enables consumers to purchase items without accessing credit. For those who are interested, I've written a deep dive on Affirm (AFRM) where I discuss the main value propositions that BNPL provides.SeaMoney has obtained bank licenses and government approvals to provide financial services in various countries. For example, Sea acquired Bank Kesejahteraan Ekonomi in Indonesia back in early 2021 as a push towards offering a digital banking solution. The company is now rebranded to SeaBank, which currently offers a high-yield savings account and virtual account.Source: SeaBank WebsiteSeaMoney's main value proposition lies in offering a mobile wallet and payment solutions that are integrated with Sea's other businesses, namely Garena and Shopee, enabling consumers and merchants to transact seamlessly in one vertically-integrated platform.Market OpportunitySea's market opportunity is predicated around the industry outlook of each of its business segments: mobile gaming, e-commerce, and fintech. Let's take a look at each industry that Sea operates in.First, we have the mobile gaming industry. According to data.ai, Mobile Game Consumer Spend grew from $74 billion in 2018 to $116 billion in 2021, while Mobile Game Downloads grew from 63 billion in 2018 to 83 billion in 2021. Among the Top Genres by Downloads were Hypercasual games such as Hair Challenge and Water Sort Puzzle. However, the Top Genres by Consumer Spend belong to the Strategy, RPG, and Shooting categories where Garena specializes in. For example, Free Fire was the top Shooting game by revenue in Thailand, Brazil, Mexico, and the US, in 2021. Globally, however, it is still behind PUBG Mobile, which generates the bulk of its revenue from China.Source: SensorTowerAccording to Adjust, the mobile gaming industry is expected to reach $272 billion by 2030, which is about 1.5x of 2021's total figure. Given Garena's successes in monetizing its games, Garena should continue to enjoy gaming tailwinds in the foreseeable future, provided that its games remain in trend. This is also supported by Unity's findings that the APAC region is the fastest-growing regional market, a market that Garena dominates in.Moving on to e-commerce, we all know that e-commerce is growing rapidly and that its market share as a whole will continue to trend up from here. This is especially true for the Southeast Asian region where internet and smartphone adoption continues to increase by the day. Based on the e-Conomy SEA report, Southeast Asia now has 440 million internet users, up from 360 million in 2019. Its total population is about 589 million.Internet Gross Merchandise Value, or GMV, for the region was $170 billion in 2021 and is expected to reach $360 billion by 2025 with e-commerce leading the charge. The shift to e-commerce is not only happening on the consumer side but also on the merchant side. Digital marketing tools, analytical tools, and digital payment solutions have accelerated business for merchants. Shopee's vertically-integrated platform also makes it easy for merchants in these developing countries to set up shop, distribute goods, and accept payments in a single platform.Source: e-Conomy SEA 2021Furthermore, Sea has recently expanded its e-commerce operations to other regions such as Latin America and Europe, which further expands its market opportunity.Lastly, we have the fintech industry pertaining to SeaMoney. In my PayPal (PYPL) deep dive, I discussed the growth of mobile wallets as a payment method in both online and offline transactions. The shift to a cashless and cardless society is inevitable and that is also true for Sea's markets.Source: Ark Invest Big Ideas 2022As you can see below, mobile wallets continue to gain traction in Southeast Asia. In addition, 92% of digital merchants intend to maintain usage or increase usage of digital payments in the next 1 to 2 years. ShopeePay and SeaMoney's other brands will benefit from this trend. Also of important note, SeaMoney's expansion to buy now pay later with SPayLater will be a key GMV and revenue driver for the segment. These are the reasons why some investors are so bullish on SeaMoney and why SeaMoney is a monster lurking in the shadows.Source: e-Conomy SEA 2021As you can see, Sea is at the forefront of three megatrends which should propel the business forward from here. Also, combining the different verticals in the same platform would present a significant synergistic opportunity as Sea establishes itself as a SuperApp in the making.Revenue ModelAs mentioned previously, Sea operates three main business segments.Digital EntertainmentGarena operates a freemium model whereby users can download and play games for free. The company generates revenue by selling in-game virtual items such as clothing, weaponry, or equipment.Investors should take note of how revenue is recognized for this segment. According to Sea's 10-K:Proceeds from these sales are initially recognized as “Advances from customers” and subsequently reclassified to “Deferred revenue” when the users make in-game purchases of the virtual currencies or virtual items within the games operated by the Company and the in-game purchases are no longer refundable.Garena also licenses games from other game developers. Revenue is generated based on revenue-sharing/royalty agreements with these developers. Revenue is recognized over the performance obligation period.Such delivery obligation period is determined in accordance with the estimated average lifespan of the virtual goods sold or estimated average lifespan of the paying users of the said games or similar games.E-commerceShopee generates revenue through a marketplace model. Sellers on the platform pay Shopee based on paid advertisement services, transaction-based fees, logistics services, and other value-added services.Shopee also generates revenue from goods sold directly by Shopee, which the company purchases in bulk from manufacturers or third-party suppliers.Digital Financial ServicesSeaMoney revenue consists of:Interest and fees from loans granted to commercial customersInterest and fees from Sea's consumer credit business such as SPayLaterCommissions charged to merchants when a customer pays using SeaMoney's mobile walletIncome StatementLet's analyze each of the business segments and then look at the entire Group as a whole.Digital EntertainmentGarena Revenue saw a 104% increase YoY in Q4. For the full year, Garena Revenue was up 114% YoY.Source: Sea Limited Investor Relations and Author's AnalysisThe rapid increase in Revenue was primarily due to recognition of accumulated deferred revenue from previous quarters. Bookings—which is essentially GAAP Revenue plus the change in digital entertainment deferred revenue —actually dropped for the first time QoQ and it is now lower than Revenue. This means that gamers are spending less on in-virtual items which will lead to lower Revenue recognized in subsequent quarters. As you can see, Bookings is in a massive deceleration.Source: Sea Limited Investor Relations and Author's AnalysisThe drop in Bookings was due to fewer gamers in the platform as the economy reopens and people spend more time outdoors, at school, or in the office. Quarterly Active Users, or QAUs, grew only 7% in Q4 to 652 million, compared to Q3's QAUs of 729 million.Source: Sea Limited Investor Relations and Author's AnalysisAs a result, Quarterly Paying Users, or QPUs, decelerated as well, which led to lower Bookings. Q4 QPUs was 77 million compared to Q3's 93 million.Source: Sea Limited Investor Relations and Author's AnalysisThe markets reacted negatively to this slowdown in Garena growth as the gaming business acts as the lifeline for Sea's two other segments. As you can see, Garena is a high-margin business, producing Adjusted EBITDA of $2.7 billion in FY2021. Operating Margin is very high at 61% in Q4. AEBITDA margin, on the other hand, is trending downwards as QoQ adds in Bookings wither.Source: Sea Limited Investor Relations and Author's AnalysisAs such, the slowdown in growth for Garena is scaring investors away as it may not provide sufficient cash flow to fund the continued growth of Shopee and SeaMoney.E-CommerceShopee GMV continues its upward march as e-commerce continues to gain traction in Shopee's existing and newer markets. However, we're also seeing a deceleration in growth due to tough YoY comps. GMV in FY2021 was $62.5 billion, an increase of 77%.Source: Sea Limited Investor Relations and Author's AnalysisGMV growth was also due to an increase in Orders in the Shopee platform, which totaled 6.1 billion in FY2021, an increase of 117%. Average Order Value, or AOV, however, is trending downwards. This may be perceived negatively as processing more lower-AOV orders meant higher logistical expenses and thus lower margins per order.Source: Sea Limited Investor Relations and Author's AnalysisThe increase in GMV translated to higher Shopee Revenue, which grew faster than GMV. Shopee Revenue grew 136% to $5.1 billion in FY2021, as compared to GMV growth of 77%.Source: Sea Limited Investor Relations and Author's AnalysisThe faster growth in Revenue was due to Shopee's increasing take rate, which displays Shopee's ability to monetize its marketplace platform. This is one of the only few positive developments coming out of the most recent earnings update.Source: Sea Limited Investor Relations and Author's AnalysisDespite the improving Revenue and take rate, Shopee is still suffering huge losses and it is mounting with each subsequent quarter, primarily due to the company expanding into new markets. FY2021 Shopee AEBITDA was $(2.6) billion at a -50% margin. Recall that Garena AEBITDA was $2.7 billion.Source: Sea Limited Investor Relations and Author's AnalysisAEBITDA per Order has been improving, although it flat-lined in the last few quarters. Again, this is due to the company aggressively expanding into new markets. For example, in Q4, Shopee Brazil recorded 140+ million gross orders with a $70+ million Revenue, up 400% and 326%, respectively. However, AEBITDA per Order in Brazil is still negative at $(2) per Order, despite being a 40% improvement from last year. As such, it is still a far cry from the overall AEBITDA per Order of $(0.45).Source: Sea Limited Investor Relations and Author's AnalysisOn the bright side, in Southeast Asia and Taiwan, Q4 AEBITDA per Order before \"allocation of the headquarters’ common expenses\" was $(0.15), an improvement from last year's $(0.21). This shows that there is certainly hope for Shopee to be AEBITDA positive soon, which management has pointed out during the Q4 earnings call:We currently expect Shopee to achieve positive adjusted EBITDA before HQ cost allocation in Southeast Asia and Taiwan by this year. We also expect SeaMoney to achieve positive cash flow by next year. As a result, we currently expect that by 2025 cash generated by Shopee and SeaMoney proactively will enable these two businesses to substantially self-fund their own long-term growth.Digital Financial ServicesSeaMoney's Mobile Wallet Total Payment Volume grew 120% YoY to $17.2 billion in FY2021 due to the increasing adoption of mobile wallets in the region.Source: Sea Limited Investor Relations and Author's AnalysisThe growth in TPV was largely driven by the growth in QAUs. As shown below, the total ending QAUs in Q4 grew 90% YoY to 45.8 million users.Source: Sea Limited Investor Relations and Author's AnalysisThe real exciting part is that Revenue grew much faster than TPV and QAUs. SeaMoney Revenue is growing at a blistering pace, locking in high triple-digit growth rates over the last few years. FY2021 SeaMoney Revenue was $470 million, which is an increase of 673% from the previous year. This is due to take rates increasing from less than 1% in FY2020 to almost 4% by the end of the latest quarter.Source: Sea Limited Investor Relations and Author's AnalysisFurthermore, in Indonesia, over 20% of the QAUs have used more than one SeaMoney product or service, which includes credit services, digital banking, and insurance. As SeaMoney introduces more offerings, revenue should accelerate meaningfully as average revenue per user increases when people use additional products.As SeaMoney continues to gain scale, the segment will enjoy better unit economics. As shown below, while SeaMoney's AEBITDA is still in deeply negative territories, AEBITDA Margins has continued to trend towards profitability. Management also expects SeaMoney to be cash flow positive by next year.Source: Sea Limited Investor Relations and Author's AnalysisThis is the segment that investors should pay special attention to, given that it has the potential to be Sea's second cash cow. For example, PayPal has Operating Margins of 20%+, which could be SeaMoney's long-term margin profile.GroupWith that said, let's take a look at how the business is doing as a whole.FY2021 Revenue was $10.0 billion, an increase of 128% YoY. Due to the law of large numbers and tough YoY comps, Revenue growth should decelerate from here.Source: Sea Limited Investor Relations and Author's AnalysisHere, we can see how Revenue is distributed across the different segments.Source: Sea Limited Investor Relations and Author's AnalysisWhat's encouraging is that Gross Profit Margins continue to trend upwards as the company gains economies of scale, even accounting for Shopee's aggressive expansion into new markets. FY2021 Gross Profit was $3.9 billion, up 189% YoY.Source: Sea Limited Investor Relations and Author's AnalysisOperating Expenses, however, remain elevated as management forgoes short-term profitability for long-term market dominance. FY2021 Total Operating Expenses were $5.5 billion. Below shows the different components of Operating Expenses as a percentage of Revenue.Source: Sea Limited Investor Relations and Author's AnalysisMost of the Operating Expenses were used for Sales & Marketing purposes. Unsurprisingly, Shopee had the highest S&M burn rate. Discounts, cashback, celebrity promotions... they're everywhere.Source: Sea Limited Investor Relations and Author's AnalysisAs a result, Operating Profit Margins is still negative, although it is trending in the right direction.Source: Sea Limited Investor Relations and Author's AnalysisAEBITDA, on the other hand, is plunging. This is due to Garena's falling Bookings and Shoppe's widening losses. AEBITDA for FY2021 was $(594) million, compared to FY2020 positive AEBITDA of $107 million. This is probably the most concerning figure for investors as such a high cash burn rate is unsustainable, which may also lead to additional capital raises that are dilutive to shareholders.Source: Sea Limited Investor Relations and Author's AnalysisThe guidance did not help either. Garena Bookings is expected to fall to just $3 billion, which is $1.3 billion lower than FY2021's number. Management blamed the reopening of the economy as well as the ban of Free Fire in India for the expected drop in Bookings. Assuming a modest 50% AEBITDA margin, Garena would bring in just $1.5 billion of AEBITDA for Sea in FY2022.On the other side, the other two segments are expected to continue with their immense pace of growth — Shopee and SeaMoney are expected to grow by 76% and 155%, respectively. If we assume a (50)% AEBITDA margin for both segments, Shopee and SeaMoney is expected to burn a total of about $(5.1) billion of AEBITDA. Adding Garena's estimated AEBITDA of $1.5 billion, Sea, as a Group, is expected to burn $(3.6) billion in FY2021.Source: Sea Limited FY2021 Q4 Investor PresentationBecause Garena is such an important piece of Shopee's and SeaMoney's growth story, a deceleration in Garena's business had investors reacting so negatively to Sea's latest earnings release, as now, the gaming business is incapable of covering the massive losses incurred by the other two business segments.Balance SheetSea's balance sheet position as of year-end FY2021 is at about $10.2 billion of Cash and Short Term Investments. While this may show that Sea has a substantial cushion against its short-term cash burn rate, its net cash position paints a different picture.Source: Sea Limited FY2021 Q4 Investor PresentationAdjusting for Sea's debt, Sea ended the year with a net cash position of around $5.9 billion. A substantial amount of its total debt comes from its recent issuance of 0.25% Convertible Senior Notes due 2026. The notes were issued when the stock was trading at $318 per share back in September and the initial conversion price is set at $477 per share. So, yes... conversion in the next 2 to 3 years is very unlikely.Source: Sea Limited Investor Relations and Author's AnalysisWith net cash of $5.9 billion and $(3.6) billion of estimated AEBITDA in FY2022, it won't be long before Sea requires another cash infusion. Therefore, if the high cash burn rate persists for the next 2 to 3 years, investors face a major risk of increasing financial leverage and/or dilution in the form of equity raises.Cash Flow StatementHere is what cash flow looks like over the last few quarters. Notice how Operating Cash Flow turned negative in the last quarter. Most of the cash also comes from Financing activities.Source: Sea Limited Investor Relations and Author's AnalysisUnlike other high-flying growth companies, Sea's Share-Based Compensation expenses are relatively low.Source: Sea Limited Investor Relations and Author's AnalysisCompetitive MoatsBased on my research and analysis, I identified three key competitive moats for Sea: brand, network effects, and barriers to entry. I used to think that Sea has cost advantages but as Garena becomes a smaller part of the overall business, and as losses continue to worsen, I have reason to believe that Sea no longer holds that moat.BrandAs discussed in previous sections, Garena's games, particularly Free Fire, have consistently ranked as the most downloaded mobile game in the world. Additionally, the Shopee app has gained cross-border stardom and is now regarded as the most downloaded or fastest-trending shopping App in the countries it operates in. Lastly, SeaMoney is also gaining traction with banking licenses granted in various countries that should increase brand value and trust.Network EffectsThe sheer amount of app downloads leads to powerful network effects. Garena has 652 million QAUs, which is about 8% of the world's population. Shopee recorded 200+ million app downloads in FY2021 alone. SeaMoney QAUs topped 45.8 million in Q4 and it is still in the early stages of adoption.With all these users in the Sea platform, cross-selling new products or services should be easier as Sea continues to scale. One such example is Shopee Brazil and Free Fire where each platform is encouraging consumers to use the other. As Sea continues to innovate and offer better experiences for its customers, the ecosystem gets bigger and tighter, leading to powerful network effects.Source: Shopee BrazilBarriers To EntryI believe each of Sea's core businesses is operating in a winner-takes-most environment with high barriers to entry.The mobile gaming environment requires the most talented developers to launch blockbuster games. Garena's Free Fire is certainly a blockbuster game and time in Free Fire's game means time away from other mobile games.Just like how Amazon (AMZN) dominates in the US, the e-commerce landscape in Southeast Asia and Latin America is dominated by a few players, such as Shopee, Tokopedia, and MercadoLibre (MELI). The scale and unit economics that these players have achieved makes it unsustainable for new entrants to compete with them.Banking and fintech is also a highly-regulated environment. Furthermore, consumers prefer to have just one mobile wallet, such as ShopeePay, as opposed to owning several different fintech applications.ValuationBased on my sum-of-the-parts and comparable company valuation analysis, Sea looks to be slightly undervalued with 19% upside potential. Of course, comparables are not perfect but based on this, we can gauge where Sea stands among peers.Source: Author's AnalysisOn the flip side, Sea looks extremely cheap on a historical basis. In terms of EV/Sales, Sea is trading at the lowest valuation since its IPO, trading at just 4.2x forward sales.Source: KoyfinIn terms of EV/Gross Profit, Sea is trading even cheaper than its March 2020 lows.Source: KoyfinThe valuation compression is warranted given that the company flew too close to the sun and now it is cratering back to the sea — not just for Sea, but almost all growth stocks took a beating. Growth is also slowing down and the macroeconomic environment looks gloomier than ever. However, this is not the end of the world; I think the markets are overreacting. Diversion from the mean goes both ways — perhaps, current prices present a good margin of safety for long-term investors.CatalystsSuccessful International Expansion — Shopee has been successful in replicating its playbook from Southeast Asia to Brazil. Recently, Shopee launched operations in India, Mexico, Chile, Colombia, Argentina, Poland, and Spain. If Shopee can take substantial market share in these new regions, Shopee's growth could turn exponential.The Metaverse — Sea's withering gaming division needs to be revitalized. New games and features could definitely provide the boost that it needs. For example, the metaverse is an exciting opportunity and Garena could introduce this concept to its 600+ million QAUs. Sea AI Lab (SAIL) and Sea Capital are two ventures that could accelerate the company into emerging industries, including the metaverse.We will continue to encourage user-generated content by enhancing greater features and accessibility. We believe that a strong user reception to Craftland is a positive indicator of the initial success to encourage user participation in content creation and to build Free Fire into an increasingly open platform and is well aligned with major emerging industry trends such as metaverse.Regional SuperApp — Although this concept has yet to be discussed by management, launching a regional SuperApp could enhance user engagement to new levels. For example, imagine Shopee users being able to play games, shop, order food delivery, pay for services, transfer money, invest, all under one app. Imagine users being able to convert their deposited funds in ShopeePay, into ShopeeCoins, and use it to perform cross-border transactions.Continued Growth In SeaMoney — SeaMoney is still in its early stages and continued adoption of Sea's digital financial services offerings will be a strong addition to Sea's bull thesis. SPayLater has real potential to disrupt the consumer credit industry. SeaBank and ShopeePay have the opportunity to capture digital wallet, digital banking, and cashless society trends.Free Fire India Ban Lift— Garena's weak guidance factored in the headwinds coming from the ban in India. If the ban is lifted, the stock may react positively as much of Sea's cash burn problems may be eliminated.RisksThe Pressure to Launch Blockbuster Games— There will come a time when Free Fire will be dethroned as the most-played and most-downloaded game. That is just how the gaming business works. This puts a substantial risk on the cash flow generation potential of Garena. Launching blockbuster games is never easy and it requires many trials and errors along the way. For me, I would like to see Garena shift to a gaming franchise model where the company launches an updated version of an existing game every year or two, which presents a more stable and recurring revenue stream for the company. An example would be FIFA or Call of Duty.Shopee India Ban — With Free Fire banned in India, there's also the potential for Shoppe to be banned as well.Failure to Gain Traction in International Markets— Shopee pulled out of France in early March, an indication that Shoppe's business model is not replicable in other countries, especially in more developed regions. Shopee Poland and Spain may be next on the exit list as they hold a close resemblance to France.Geopolitical Risks— Tencent, a Chinese company, has an 18.7% equity stake in Sea. Sanctions, bans, and other restrictions on Chinese companies, given the current geopolitical environment, could spell trouble for Sea. Tencent may have to cut exposure on Sea or even dissolve its developing-publishing partnership with Garena.Local Competition— Local champions operating in their respective markets cannot be ignored. These include GoTo in Indonesia, MercadoLibre in Latin America, and Flipkart in India.In addition, there's a certain level of pride for consumers to see their native-born companies succeed. I'm Indonesian, and it makes me really happy to see GoTo grow and grow.GoTo, the holding company of both Indonesian tech darlings Gojek and Tokopedia, recently announced its plan to IPO in the Indonesia Stock Exchange. Here's a glance of GoTo's stats for the 12-months ended 30 September 2021:Valuation: $26.2 billion to $28.8 billionGMV: $28.8 billionRevenue: $1 billionGross Orders: 2 billionAnnual Transacting Users: 55 millionDriver Partners: 2.5 millionMerchants: 14 millionThe point is that there are big-time local players operating in Sea's markets that investors should never ignore. Here's a little snippet from my previous Shopee article:But with the GoTo merger, Indonesia could potentially extinguish the orange flame that charred its forest for many years. Now, GoTo could finally reclaim a good chunk of its territory that was lost to waves of competition, especially from Shopee. GoTo could finally gain more ground as the roots grew even stronger with the merger, fertilized with the synergies of value propositions, logistics, payments, and banking solutions.Meanwhile, Sea Limited's stock continues to soar, ignoring the titan of an elephant in the room. And because of GoTo's integration, Shopee's vertically-integrated business model doesn't look like a strong competitive advantage anymore.ConclusionEach of Sea's core businesses is in hypergrowth mode, propelled by megatrends in the mobile gaming, e-commerce, and fintech industry. Management understands these opportunities and therefore, is sacrificing short-term profitability for long-term market dominance. Despite being a larger business, Sea still has a massive growth runway ahead.That is not to say that unprofitability and competition risks can and should be ignored. The biggest concern for investors is the company's unsustainable cash burn rate, which will likely lead to further capital raises in the near future.Nonetheless, the long-term growth thesis for the three-headed monster remains intact. Strong brand, network effects, and barriers to entry moats should support the business going forward. In addition, shares of Sea are trading at the lowest valuation multiples ever, which presents a good margin of safety for an entry at these prices.Thank you for reading my Sea Limited deep dive. If you enjoyed the article, please let me know in the comment section down below. If you have any suggestions or feedback, don't hesitate to share your thoughts as well.","news_type":1},"isVote":1,"tweetType":1,"viewCount":17,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000695","authorId":"9000000000000695","name":"BaronLyly","avatar":"https://static.tigerbbs.com/2002537f0b7be973a9a9a72fea618459","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000695","authorIdStr":"9000000000000695"},"content":"I currently expect that by 2025 cash generated by Shopee and SeaMoney proactively will enable these two businesses to substantially self-fund their own long-term growth.","text":"I currently expect that by 2025 cash generated by Shopee and SeaMoney proactively will enable these two businesses to substantially self-fund their own long-term growth.","html":"I currently expect that by 2025 cash generated by Shopee and SeaMoney proactively will enable these two businesses to substantially self-fund their own long-term growth."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":898405142,"gmtCreate":1628515822886,"gmtModify":1703507377579,"author":{"id":"3582006183410147","authorId":"3582006183410147","name":"DZL","avatar":"https://static.tigerbbs.com/640ac3ae648fded99146300a53c24a5b","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582006183410147","authorIdStr":"3582006183410147"},"themes":[],"htmlText":"more vaccination, more earnings&nbsp;","listText":"more vaccination, more earnings&nbsp;","text":"more vaccination, more earnings","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":6,"repostSize":0,"link":"https://ttm.financial/post/898405142","repostId":"2158238441","repostType":4,"repost":{"id":"2158238441","weMediaInfo":{"introduction":"The leading daily newsletter for the latest financial and business news. 33Yrs Helping Stock Investors with Investing Insights, Tools, News & More.","home_visible":0,"media_name":"Investors","id":"1085713068","head_image":"https://static.tigerbbs.com/608dd68a89ed486e18f64efe3136266c"},"pubTimestamp":1628514928,"share":"https://ttm.financial/m/news/2158238441?lang=&edition=fundamental","pubTime":"2021-08-09 21:15","market":"us","language":"en","title":"BioNTech Stock Pops On Massive Earnings Beat; Company Looks Beyond Covid","url":"https://stock-news.laohu8.com/highlight/detail?id=2158238441","media":"Investors","summary":"BioNTech stock popped on Monday after reporting adjusted profit of $12.67 a share on $6.24 billion in second-quarter sales.","content":"<p>BioNTech stock popped on Monday after the Covid vaccine maker reported adjusted profit of $12.67 per share on $6.24 billion in second-quarter sales.</p>\n<p>Analysts polled by FactSet expected <b>BioNTech</b> to earn $8.87 per share on $3.83 billion in sales.</p>\n<p>In the year-earlier period, BioNTech lost 45 cents per share and reported $49 million in revenue.</p>\n<p>BioNTech didn't offer full-year sales and earnings guidance. The company noted it has agreements in place to deliver 2.2 billion doses of its Covid vaccine in 2021, and is now working on multiple cancer drugs. Analysts called for the <b>Pfizer</b> partner to earn $33.12 a share on $14.68 billion in sales.</p>\n<p>In premarket trading on today's stock market, BioNTech stock jumped 5% near 408.50. Shares have a perfect Relative Strength Rating of 99, according to IBD Digital. This puts BioNTech stock in the top 1% of all companies in terms of 12-month performance.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>BioNTech Stock Pops On Massive Earnings Beat; Company Looks Beyond Covid</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\">\nBioNTech Stock Pops On Massive Earnings Beat; Company Looks Beyond Covid\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/608dd68a89ed486e18f64efe3136266c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Investors </p>\n<p class=\"h-time\">2021-08-09 21:15</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>BioNTech stock popped on Monday after the Covid vaccine maker reported adjusted profit of $12.67 per share on $6.24 billion in second-quarter sales.</p>\n<p>Analysts polled by FactSet expected <b>BioNTech</b> to earn $8.87 per share on $3.83 billion in sales.</p>\n<p>In the year-earlier period, BioNTech lost 45 cents per share and reported $49 million in revenue.</p>\n<p>BioNTech didn't offer full-year sales and earnings guidance. The company noted it has agreements in place to deliver 2.2 billion doses of its Covid vaccine in 2021, and is now working on multiple cancer drugs. Analysts called for the <b>Pfizer</b> partner to earn $33.12 a share on $14.68 billion in sales.</p>\n<p>In premarket trading on today's stock market, BioNTech stock jumped 5% near 408.50. Shares have a perfect Relative Strength Rating of 99, according to IBD Digital. This puts BioNTech stock in the top 1% of all companies in terms of 12-month performance.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BNTX":"BioNTech SE"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2158238441","content_text":"BioNTech stock popped on Monday after the Covid vaccine maker reported adjusted profit of $12.67 per share on $6.24 billion in second-quarter sales.\nAnalysts polled by FactSet expected BioNTech to earn $8.87 per share on $3.83 billion in sales.\nIn the year-earlier period, BioNTech lost 45 cents per share and reported $49 million in revenue.\nBioNTech didn't offer full-year sales and earnings guidance. The company noted it has agreements in place to deliver 2.2 billion doses of its Covid vaccine in 2021, and is now working on multiple cancer drugs. Analysts called for the Pfizer partner to earn $33.12 a share on $14.68 billion in sales.\nIn premarket trading on today's stock market, BioNTech stock jumped 5% near 408.50. Shares have a perfect Relative Strength Rating of 99, according to IBD Digital. This puts BioNTech stock in the top 1% of all companies in terms of 12-month performance.","news_type":1},"isVote":1,"tweetType":1,"viewCount":130,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3574260792698407","authorId":"3574260792698407","name":"darrenlsw","avatar":"https://community-static.tradeup.com/news/146979aca2cc98520f97f1472521789b","crmLevel":7,"crmLevelSwitch":1,"idStr":"3574260792698407","authorIdStr":"3574260792698407"},"content":"Miss Out On this","text":"Miss Out On this","html":"Miss Out On this"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9938362478,"gmtCreate":1662561729594,"gmtModify":1676537088706,"author":{"id":"3582006183410147","authorId":"3582006183410147","name":"DZL","avatar":"https://static.tigerbbs.com/640ac3ae648fded99146300a53c24a5b","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582006183410147","authorIdStr":"3582006183410147"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a>dropping Meta Platforms and Netflix from the list and adding Microsoft, Tesla, and Nvidia to the group","listText":"<a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a>dropping Meta Platforms and Netflix from the list and adding Microsoft, Tesla, and Nvidia to the group","text":"$Microsoft(MSFT)$dropping Meta Platforms and Netflix from the list and adding Microsoft, Tesla, and Nvidia to the group","images":[{"img":"https://community-static.tradeup.com/news/f3e99d713490167f47cd290716c0fdf6","width":"750","height":"2322"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/9938362478","isVote":1,"tweetType":1,"viewCount":262,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9097054143,"gmtCreate":1645281618787,"gmtModify":1676534015492,"author":{"id":"3582006183410147","authorId":"3582006183410147","name":"DZL","avatar":"https://static.tigerbbs.com/640ac3ae648fded99146300a53c24a5b","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582006183410147","authorIdStr":"3582006183410147"},"themes":[],"htmlText":"Berkshire Hathaway, Walgreens Boots Alliance, Palo Alto Networks, Bank of America, the safe choices during market volatility","listText":"Berkshire Hathaway, Walgreens Boots Alliance, Palo Alto Networks, Bank of America, the safe choices during market volatility","text":"Berkshire Hathaway, Walgreens Boots Alliance, Palo Alto Networks, Bank of America, the safe choices during market volatility","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9097054143","repostId":"2212268576","repostType":4,"isVote":1,"tweetType":1,"viewCount":39,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000597","authorId":"9000000000000597","name":"EricVaughan","avatar":"https://static.tigerbbs.com/68b6583f2225af9e47d6576367702edb","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000597","authorIdStr":"9000000000000597"},"content":"Thank you for sharing. When the market is in crisis, I also tend to buy bank shares.","text":"Thank you for sharing. When the market is in crisis, I also tend to buy bank shares.","html":"Thank you for sharing. When the market is in crisis, I also tend to buy bank shares."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9907379391,"gmtCreate":1660148908026,"gmtModify":1703478428624,"author":{"id":"3582006183410147","authorId":"3582006183410147","name":"DZL","avatar":"https://static.tigerbbs.com/640ac3ae648fded99146300a53c24a5b","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582006183410147","authorIdStr":"3582006183410147"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/DKS\">$Dick's Sporting Goods(DKS)$</a>exemplary&nbsp;dividend stock that&nbsp;provides a steady income stream that can help offset the rising costs of goods and services","listText":"<a href=\"https://ttm.financial/S/DKS\">$Dick's Sporting Goods(DKS)$</a>exemplary&nbsp;dividend stock that&nbsp;provides a steady income stream that can help offset the rising costs of goods and services","text":"$Dick's Sporting Goods(DKS)$exemplary dividend stock that provides a steady income stream that can help offset the rising costs of goods and services","images":[{"img":"https://community-static.tradeup.com/news/5280d2d16b385b7bd0646c13e801fbe8","width":"750","height":"2322"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9907379391","isVote":1,"tweetType":1,"viewCount":174,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":816508583,"gmtCreate":1630505973842,"gmtModify":1676530324109,"author":{"id":"3582006183410147","authorId":"3582006183410147","name":"DZL","avatar":"https://static.tigerbbs.com/640ac3ae648fded99146300a53c24a5b","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582006183410147","authorIdStr":"3582006183410147"},"themes":[],"htmlText":"Next generation&nbsp;Apple watch into biomedical capability, awesome!","listText":"Next generation&nbsp;Apple watch into biomedical capability, awesome!","text":"Next generation Apple watch into biomedical capability, awesome!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/816508583","repostId":"1136463591","repostType":4,"repost":{"id":"1136463591","pubTimestamp":1630505469,"share":"https://ttm.financial/m/news/1136463591?lang=&edition=fundamental","pubTime":"2021-09-01 22:11","market":"us","language":"en","title":"Future Apple Watch models will include fertility tracking, fever detection","url":"https://stock-news.laohu8.com/highlight/detail?id=1136463591","media":"seekingalpha","summary":"Apple(NASDAQ:AAPL)has made the Apple Watch the center of its healthcare efforts and features planned","content":"<ul>\n <li>Apple(NASDAQ:AAPL)has made the Apple Watch the center of its healthcare efforts and features planned for the 2022 model include body temperature measurement for fertility planning and an alert for increasing blood pressure.</li>\n <li>Wall Street Journal sources&nbsp;say Apple Watch plans beyond next year include sleep apnea detection, providing guidance in cases of low blood oxygen and identifying diabetes.</li>\n <li>The listed features might never appear in a Watch sold to consumers or the timelines could change.</li>\n <li>The Apple Watch Series 7 was expected to debut later this month along with the new iPhone handsets, but recent reports say the wearable&nbsp;has hit production delays.</li>\n <li>Wearables represent Apple's third-largest segment by revenue after the iPhone and services. In the recent third-quarter report, wearables sales totaled $8.78 billion, up from $6.45 billion in the&nbsp;same period last year.</li>\n <li>Also on Wednesday, Apple said Arizona and Georgia would be the first states to allow their residents to store&nbsp;their driver's licenses and state ID cards within Apple Wallet.</li>\n</ul>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Future Apple Watch models will include fertility tracking, fever detection</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\">\nFuture Apple Watch models will include fertility tracking, fever detection\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-01 22:11 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3736079-future-apple-watch-models-will-include-fertility-tracking-fever-detection><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple(NASDAQ:AAPL)has made the Apple Watch the center of its healthcare efforts and features planned for the 2022 model include body temperature measurement for fertility planning and an alert for ...</p>\n\n<a href=\"https://seekingalpha.com/news/3736079-future-apple-watch-models-will-include-fertility-tracking-fever-detection\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/news/3736079-future-apple-watch-models-will-include-fertility-tracking-fever-detection","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1136463591","content_text":"Apple(NASDAQ:AAPL)has made the Apple Watch the center of its healthcare efforts and features planned for the 2022 model include body temperature measurement for fertility planning and an alert for increasing blood pressure.\nWall Street Journal sources say Apple Watch plans beyond next year include sleep apnea detection, providing guidance in cases of low blood oxygen and identifying diabetes.\nThe listed features might never appear in a Watch sold to consumers or the timelines could change.\nThe Apple Watch Series 7 was expected to debut later this month along with the new iPhone handsets, but recent reports say the wearable has hit production delays.\nWearables represent Apple's third-largest segment by revenue after the iPhone and services. In the recent third-quarter report, wearables sales totaled $8.78 billion, up from $6.45 billion in the same period last year.\nAlso on Wednesday, Apple said Arizona and Georgia would be the first states to allow their residents to store their driver's licenses and state ID cards within Apple Wallet.","news_type":1},"isVote":1,"tweetType":1,"viewCount":194,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9075344510,"gmtCreate":1658154201330,"gmtModify":1676536113510,"author":{"id":"3582006183410147","authorId":"3582006183410147","name":"DZL","avatar":"https://static.tigerbbs.com/640ac3ae648fded99146300a53c24a5b","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582006183410147","authorIdStr":"3582006183410147"},"themes":[],"htmlText":"Amazon, Disney, Starbucks, undervalued for great buy","listText":"Amazon, Disney, Starbucks, undervalued for great buy","text":"Amazon, Disney, Starbucks, undervalued for great buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9075344510","repostId":"2252420073","repostType":4,"repost":{"id":"2252420073","pubTimestamp":1658130724,"share":"https://ttm.financial/m/news/2252420073?lang=&edition=fundamental","pubTime":"2022-07-18 15:52","market":"us","language":"en","title":"3 Undervalued Stocks to Buy in the Second Half of 2022","url":"https://stock-news.laohu8.com/highlight/detail?id=2252420073","media":"Motley Fool","summary":"The rough start to the year has created great buying opportunities for investors.","content":"<html><head></head><body><p>It was a rough first half of 2022 for the stock market. At the market close on June 30, the <b>S&amp;P 500</b> was down 21% and the <b>Nasdaq</b> was off 30%, leaving many investors&#39; portfolios drowning in red. The upside of this brutal start to the year is that it has brought many high-quality businesses down to bargain valuations, creating compelling opportunities for investors.</p><p>However, just because a stock is trading for a cheaper valuation doesn&#39;t mean it&#39;s necessarily a good buy. Investors should look beyond the share price and dig into the fundamentals of the business to determine what&#39;s a value play and what&#39;s a value trap. Here are three undervalued companies I think make great buys for the second half of 2022 and beyond.</p><h2><b>Amazon</b></h2><p>Mostly known for its dominant position in the e-commerce space, <b>Amazon.com</b> is in a position to have a stronger second half of 2022. When the company reported first-quarter earnings, the market reacted negatively to some of the headline numbers, further punishing the stock price. However, upon closer inspection, there is reason to believe the short-term headwinds facing the e-commerce side of the business are just a bump in the road.</p><p>The North America segment of Amazon&#39;s business had year-over-year growth of 8% in Q1, and the International segment posted a decline of 6%. Revenue from these two segments is comprised mostly of e-commerce sales, which were impacted by macroeconomic factors such as inflation and supply chain constraints.</p><p>However, Amazon Web Services (AWS) grew 37% and now represents 16% of Amazon&#39;s total revenue, up from 13% in the year-ago quarter. Cloud infrastructure is a market that&#39;s expected to grow at 16% per year until 2030, providing a massive growth opportunity for Amazon.</p><p>With a price-to-sales (P/S) ratio of 2.4, Amazon currently trades for the same valuation as it did in 2016, when AWS accounted for approximately 9% of overall revenue. At this price, Amazon is hard to ignore.</p><h2><b>Disney</b></h2><p>It&#39;s easy to understand the negative impact that the pandemic had on <b>Disney</b>&#39;s business. With its parks and experiences segment decimated by worldwide lockdowns, it&#39;s been a rough past few years for the House of Mouse.</p><p>One saving grace for Disney was the fortuitous timing of the launch of its Disney+ streaming service in November of 2019. The unexpectedly fast subscriber growth gave the business a much-needed lifeline as it was weathering the pandemic storm.</p><p>However, Disney is now emerging from this dark period, and has some bright skies ahead. In Q2 of 2022 (ended April 2), Disney posted year-over-year revenue growth of 23%. Most importantly, the segment that includes the theme parks, cruise lines, and other experiences saw revenue growth of over 100% in the quarter.</p><p>Not only are people returning to Disney properties, they&#39;re spending a lot more while they&#39;re there. The second quarter saw per-capita spending grow more than 40% over 2019. As we enter the summer travel season, there&#39;s reason to expect strong growth for the coming quarters.</p><p>With the exception of the pandemic-induced crash in early 2020, you&#39;d have to go all the way back to 2013 to find a time that Disney traded for a P/S multiple as low as today&#39;s 2.2. Even with the hardships the company has faced over the past few years, it&#39;s difficult to argue Disney isn&#39;t in a better place as a business than it was then.</p><h2><b>Starbucks</b></h2><p>When <b>Starbucks</b> reported its earnings for Q2 2022 (ended April 3), the results were good. Revenue was up 15%, comparable store sales increased 7% globally (and 12% in the U.S.), and Starbucks Rewards memberships grew 17% year-over-year. The results look even more impressive, considering its second-largest market, China, saw comparable store sales decrease 23% due to COVID-related lockdowns.</p><p>The company suspended guidance for the remainder of the year due to uncertainty around the COVID lockdowns in China, but management does expect there to be pressure on results for the next two quarters. On the bright side, despite a year-over-year decrease in comparable store sales, the international segment did see revenue grow 4% in Q2.</p><p>CEO Howard Schultz also suspended the company&#39;s stock buyback plan shortly after returning to the company as Interim CEO, his fourth stint in the corner office. Johnson made this move to reinvest in the business in order to provide long-term value for shareholders. This may be what is needed considering the challenges facing the company, and it&#39;s good for the business to have a seasoned CEO at the helm to navigate this tough time.</p><p>There are absolutely some near-term challenges for Starbucks, but it is still a dominant brand with global reach. Starbucks currently has a P/S multiple of 2.9, a valuation only seen three times over the past decade, and below its 10-year average of 3.9. Starbucks also pays a dividend, with a market beating yield of 2.5%. For investors with a long-term investing horizon, now is a great time to pick up shares.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Undervalued Stocks to Buy in the Second Half of 2022</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Undervalued Stocks to Buy in the Second Half of 2022\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-18 15:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/07/17/3-undervalued-stocks-to-buy-in-the-second-half-of/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It was a rough first half of 2022 for the stock market. At the market close on June 30, the S&P 500 was down 21% and the Nasdaq was off 30%, leaving many investors' portfolios drowning in red. The ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/07/17/3-undervalued-stocks-to-buy-in-the-second-half-of/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊","SBUX":"星巴克","DIS":"迪士尼"},"source_url":"https://www.fool.com/investing/2022/07/17/3-undervalued-stocks-to-buy-in-the-second-half-of/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2252420073","content_text":"It was a rough first half of 2022 for the stock market. At the market close on June 30, the S&P 500 was down 21% and the Nasdaq was off 30%, leaving many investors' portfolios drowning in red. The upside of this brutal start to the year is that it has brought many high-quality businesses down to bargain valuations, creating compelling opportunities for investors.However, just because a stock is trading for a cheaper valuation doesn't mean it's necessarily a good buy. Investors should look beyond the share price and dig into the fundamentals of the business to determine what's a value play and what's a value trap. Here are three undervalued companies I think make great buys for the second half of 2022 and beyond.AmazonMostly known for its dominant position in the e-commerce space, Amazon.com is in a position to have a stronger second half of 2022. When the company reported first-quarter earnings, the market reacted negatively to some of the headline numbers, further punishing the stock price. However, upon closer inspection, there is reason to believe the short-term headwinds facing the e-commerce side of the business are just a bump in the road.The North America segment of Amazon's business had year-over-year growth of 8% in Q1, and the International segment posted a decline of 6%. Revenue from these two segments is comprised mostly of e-commerce sales, which were impacted by macroeconomic factors such as inflation and supply chain constraints.However, Amazon Web Services (AWS) grew 37% and now represents 16% of Amazon's total revenue, up from 13% in the year-ago quarter. Cloud infrastructure is a market that's expected to grow at 16% per year until 2030, providing a massive growth opportunity for Amazon.With a price-to-sales (P/S) ratio of 2.4, Amazon currently trades for the same valuation as it did in 2016, when AWS accounted for approximately 9% of overall revenue. At this price, Amazon is hard to ignore.DisneyIt's easy to understand the negative impact that the pandemic had on Disney's business. With its parks and experiences segment decimated by worldwide lockdowns, it's been a rough past few years for the House of Mouse.One saving grace for Disney was the fortuitous timing of the launch of its Disney+ streaming service in November of 2019. The unexpectedly fast subscriber growth gave the business a much-needed lifeline as it was weathering the pandemic storm.However, Disney is now emerging from this dark period, and has some bright skies ahead. In Q2 of 2022 (ended April 2), Disney posted year-over-year revenue growth of 23%. Most importantly, the segment that includes the theme parks, cruise lines, and other experiences saw revenue growth of over 100% in the quarter.Not only are people returning to Disney properties, they're spending a lot more while they're there. The second quarter saw per-capita spending grow more than 40% over 2019. As we enter the summer travel season, there's reason to expect strong growth for the coming quarters.With the exception of the pandemic-induced crash in early 2020, you'd have to go all the way back to 2013 to find a time that Disney traded for a P/S multiple as low as today's 2.2. Even with the hardships the company has faced over the past few years, it's difficult to argue Disney isn't in a better place as a business than it was then.StarbucksWhen Starbucks reported its earnings for Q2 2022 (ended April 3), the results were good. Revenue was up 15%, comparable store sales increased 7% globally (and 12% in the U.S.), and Starbucks Rewards memberships grew 17% year-over-year. The results look even more impressive, considering its second-largest market, China, saw comparable store sales decrease 23% due to COVID-related lockdowns.The company suspended guidance for the remainder of the year due to uncertainty around the COVID lockdowns in China, but management does expect there to be pressure on results for the next two quarters. On the bright side, despite a year-over-year decrease in comparable store sales, the international segment did see revenue grow 4% in Q2.CEO Howard Schultz also suspended the company's stock buyback plan shortly after returning to the company as Interim CEO, his fourth stint in the corner office. Johnson made this move to reinvest in the business in order to provide long-term value for shareholders. This may be what is needed considering the challenges facing the company, and it's good for the business to have a seasoned CEO at the helm to navigate this tough time.There are absolutely some near-term challenges for Starbucks, but it is still a dominant brand with global reach. Starbucks currently has a P/S multiple of 2.9, a valuation only seen three times over the past decade, and below its 10-year average of 3.9. Starbucks also pays a dividend, with a market beating yield of 2.5%. For investors with a long-term investing horizon, now is a great time to pick up shares.","news_type":1},"isVote":1,"tweetType":1,"viewCount":86,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4092376851552610","authorId":"4092376851552610","name":"Tall Guy","avatar":"https://community-static.tradeup.com/news/5e11acf97134ffdcfb93cea9aabffca0","crmLevel":3,"crmLevelSwitch":0,"idStr":"4092376851552610","authorIdStr":"4092376851552610"},"content":"I will think Disney is a good buy and Amazon worth considering. Starbucks I personally think limited growth.","text":"I will think Disney is a good buy and Amazon worth considering. Starbucks I personally think limited growth.","html":"I will think Disney is a good buy and Amazon worth considering. Starbucks I personally think limited growth."}],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}