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tiggerpooh
2022-02-06
Things can go in either direction depending on actions Meta takes [Thinking]
For Meta, a Cheap Stock Isn’t Enough
tiggerpooh
2021-06-12
Oh wow... Anyway clinical studies gotta be for years before establishment
COVID-19 Jabs of Pfizer & Moderna May Lead to Inflamed Heart
Go to Tiger App to see more news
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can go in either direction depending on actions Meta takes [Thinking] ","listText":"Things can go in either direction depending on actions Meta takes [Thinking] ","text":"Things can go in either direction depending on actions Meta takes [Thinking]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9098294720","repostId":"1108894266","repostType":4,"repost":{"id":"1108894266","pubTimestamp":1644024937,"share":"https://www.laohu8.com/m/news/1108894266?lang=&edition=full","pubTime":"2022-02-05 09:35","market":"us","language":"en","title":"For Meta, a Cheap Stock Isn’t Enough","url":"https://stock-news.laohu8.com/highlight/detail?id=1108894266","media":"Barrons","summary":"Suddenly, investors are giving Facebook a big thumbs down. Within 24 hours of reporting dismal resul","content":"<html><head></head><body><p>Suddenly, investors are giving Facebook a big thumbs down. Within 24 hours of reporting dismal results on Wednesday night, Facebook parent Meta Platforms lost more than a quarter of its market capitalization, some $250 billion. It was the largest single-day loss of corporate value in U.S. history.</p><p>And the value destruction might not be over. For Facebook, this is different than the privacy scandals and political controversies that have surrounded the company. This time, the problems are with the business itself.</p><p>Meta (ticker: FB) offered a first-quarter outlook that reveals slowing usage of its social media apps and troubling trends in advertising sales. Fixing the problems will take multiple quarters, and potentially years. Meanwhile, the repairs will have to be made as the company pivots to the metaverse, a significant gamble on an unproven technology.</p><p>By the end of a long week of tech earnings (see this week’s Tech Trader), it became clear that Meta’s problems are unique, and not part of a broader industry downturn. Google parent Alphabet (GOOGL) posted strong results driven by demand for advertising space on Google Search and YouTube. And on Thursday afternoon—one day after Meta’s nightmarish report—smaller rivals Snap (SNAP) and Pinterest (PINS) surprised investors with better-than-expected numbers, including Snap’s first-ever profit.</p><p>Amazon.com (AMZN) rounded out the big week of earnings with its own impressive results—including 32% growth in its advertising business. Those reports helped tech stocks snap back on Friday: The Nasdaq Composite rallied 2%, but Meta shares were flat.</p><p>The lack of buying on the dip reflects the serious issues Meta raised with its earnings. For the first quarter, the company sees revenue of $27 billion to $29 billion, up between 3% and 11% from a year ago. That would be a sharp deceleration from 48% growth a year ago. Meta said results would be affected by “headwinds” to both the number of ad impressions generated by its platforms and by pressures on ad pricing.</p><p>The forecast came as a shock to Facebook investors who have grown used to reliable growth, even amid controversy. Meta by its own admission is now dealing with multiple issues: slowing usage of the company’s core social media apps, tough earnings comparisons, decelerating spending by advertisers that are facing labor and product shortages, and intensified competition from TikTok, the short-form video app owned by China-based ByteDance.</p><p>Meta’s mention of weaker ad impressions was the real shocker. The company said its core Facebook business had one million fewer daily average users in the December quarter versus the previous three months. That has never happened before. The slowdown could reflect people spending more time out of the house after two years of severe pandemic restrictions. Alternatively, or perhaps additionally, it could be that people are simply growing a little tired of social media, and using the platforms a little less.</p><p>On its post-earnings call with investors, Meta repeatedly pointed to competition from TikTok. Meta is going after TikTok with a competitive service called Reels, which have been pushed across Facebook feeds. But it is going to take time for Facebook to catch up to TikTok’s popularity, if it ever does. Meanwhile, the issue is cutting into Meta’s revenues.</p><p>“On the impressions side, we expect continued headwinds from both increased competition for people’s time and a shift of engagement within our apps toward video surfaces like Reels, which monetize at lower rates than Feed and Stories,” the company said. In other words, competition from TikTok is forcing Facebook to push users into less profitable parts of its platform.</p><p>On ad pricing, meanwhile, Meta continues to deal with Apple’s (AAPL) adoption of tough new rules that limit advertisers’ ability to track consumer behavior on iOS devices. Those changes weren’t yet in place a year ago, so the comparison will be felt again in the first quarter. “We anticipate modestly increasing ad targeting and measurement headwinds from platform and regulatory changes,” Meta said.</p><p>The company has previously expressed confidence that it could develop workarounds for Apple’s changes, which affect ad targeting along with knowing when ads trigger purchases or other consumer behaviors. But Meta now sounds less confident about a near-term fix, saying the Apple changes will trim its revenue by $10 billion this year.</p><p>Perhaps most worrisome for Facebook is that Snap and Pinterest, rivals that in theory should be suffering a similar slowdown from Apple’s changes, didn’t report the same issues in the quarter.</p><p><b>Falling Hard</b></p><p>Facebook parent Meta Platforms lost more than a quarter of its market value on Thursday. It’s the largest single-day loss of corporate value ever.</p><p><img src=\"https://static.tigerbbs.com/aefbd1011b68d6770961169b97d76d54\" tg-width=\"1059\" tg-height=\"492\" width=\"100%\" height=\"auto\"/></p><p>To be sure, the Meta story still has investor appeal, most notably a cheap stock. After the selloff, Meta trades at a discount to the S&P 500—19.3 times versus 20.3 times, respectively. Meta has also been aggressively buying back stock—$33 billion over the past two quarters. While those purchases look ill-timed, the buybacks suggest that the Meta board considers the stock cheap. That doesn’t mean it can’t get cheaper.</p><p>Meta’s risks are growing and they’re no longer just about Facebook's legacy business. The company is spending aggressively on its metaverse build out—capital spending this year is expected to be between $29 billion and $34 billion, up from $19.2 billion last year. No one really knows if the plan will work: How many people want to attend concerts, parties, and meetings in an imaginary world while wearing a virtual reality headset? The metaverse has become CEO Mark Zuckerberg’s biggest bet—and it gives the company a quickly changing risk profile, one that looks uncomfortable even with a cheap stock.</p><p>Meta’s user base is mammoth—3.6 billion monthly active users, or close to half the Earth’s population. But growth is finally slowing, the advertising business is in trouble, regulators are circling, and the metaverse is in its infancy. For Meta, it’s a mega set of risks.</p></body></html>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>For Meta, a Cheap Stock Isn’t Enough</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\">\nFor Meta, a Cheap Stock Isn’t Enough\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-05 09:35 GMT+8 <a href=https://www.barrons.com/articles/buy-sell-facebook-meta-stock-51644023283?mod=hp_LATEST><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Suddenly, investors are giving Facebook a big thumbs down. Within 24 hours of reporting dismal results on Wednesday night, Facebook parent Meta Platforms lost more than a quarter of its market ...</p>\n\n<a href=\"https://www.barrons.com/articles/buy-sell-facebook-meta-stock-51644023283?mod=hp_LATEST\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.barrons.com/articles/buy-sell-facebook-meta-stock-51644023283?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108894266","content_text":"Suddenly, investors are giving Facebook a big thumbs down. Within 24 hours of reporting dismal results on Wednesday night, Facebook parent Meta Platforms lost more than a quarter of its market capitalization, some $250 billion. It was the largest single-day loss of corporate value in U.S. history.And the value destruction might not be over. For Facebook, this is different than the privacy scandals and political controversies that have surrounded the company. This time, the problems are with the business itself.Meta (ticker: FB) offered a first-quarter outlook that reveals slowing usage of its social media apps and troubling trends in advertising sales. Fixing the problems will take multiple quarters, and potentially years. Meanwhile, the repairs will have to be made as the company pivots to the metaverse, a significant gamble on an unproven technology.By the end of a long week of tech earnings (see this week’s Tech Trader), it became clear that Meta’s problems are unique, and not part of a broader industry downturn. Google parent Alphabet (GOOGL) posted strong results driven by demand for advertising space on Google Search and YouTube. And on Thursday afternoon—one day after Meta’s nightmarish report—smaller rivals Snap (SNAP) and Pinterest (PINS) surprised investors with better-than-expected numbers, including Snap’s first-ever profit.Amazon.com (AMZN) rounded out the big week of earnings with its own impressive results—including 32% growth in its advertising business. Those reports helped tech stocks snap back on Friday: The Nasdaq Composite rallied 2%, but Meta shares were flat.The lack of buying on the dip reflects the serious issues Meta raised with its earnings. For the first quarter, the company sees revenue of $27 billion to $29 billion, up between 3% and 11% from a year ago. That would be a sharp deceleration from 48% growth a year ago. Meta said results would be affected by “headwinds” to both the number of ad impressions generated by its platforms and by pressures on ad pricing.The forecast came as a shock to Facebook investors who have grown used to reliable growth, even amid controversy. Meta by its own admission is now dealing with multiple issues: slowing usage of the company’s core social media apps, tough earnings comparisons, decelerating spending by advertisers that are facing labor and product shortages, and intensified competition from TikTok, the short-form video app owned by China-based ByteDance.Meta’s mention of weaker ad impressions was the real shocker. The company said its core Facebook business had one million fewer daily average users in the December quarter versus the previous three months. That has never happened before. The slowdown could reflect people spending more time out of the house after two years of severe pandemic restrictions. Alternatively, or perhaps additionally, it could be that people are simply growing a little tired of social media, and using the platforms a little less.On its post-earnings call with investors, Meta repeatedly pointed to competition from TikTok. Meta is going after TikTok with a competitive service called Reels, which have been pushed across Facebook feeds. But it is going to take time for Facebook to catch up to TikTok’s popularity, if it ever does. Meanwhile, the issue is cutting into Meta’s revenues.“On the impressions side, we expect continued headwinds from both increased competition for people’s time and a shift of engagement within our apps toward video surfaces like Reels, which monetize at lower rates than Feed and Stories,” the company said. In other words, competition from TikTok is forcing Facebook to push users into less profitable parts of its platform.On ad pricing, meanwhile, Meta continues to deal with Apple’s (AAPL) adoption of tough new rules that limit advertisers’ ability to track consumer behavior on iOS devices. Those changes weren’t yet in place a year ago, so the comparison will be felt again in the first quarter. “We anticipate modestly increasing ad targeting and measurement headwinds from platform and regulatory changes,” Meta said.The company has previously expressed confidence that it could develop workarounds for Apple’s changes, which affect ad targeting along with knowing when ads trigger purchases or other consumer behaviors. But Meta now sounds less confident about a near-term fix, saying the Apple changes will trim its revenue by $10 billion this year.Perhaps most worrisome for Facebook is that Snap and Pinterest, rivals that in theory should be suffering a similar slowdown from Apple’s changes, didn’t report the same issues in the quarter.Falling HardFacebook parent Meta Platforms lost more than a quarter of its market value on Thursday. It’s the largest single-day loss of corporate value ever.To be sure, the Meta story still has investor appeal, most notably a cheap stock. After the selloff, Meta trades at a discount to the S&P 500—19.3 times versus 20.3 times, respectively. Meta has also been aggressively buying back stock—$33 billion over the past two quarters. While those purchases look ill-timed, the buybacks suggest that the Meta board considers the stock cheap. That doesn’t mean it can’t get cheaper.Meta’s risks are growing and they’re no longer just about Facebook's legacy business. The company is spending aggressively on its metaverse build out—capital spending this year is expected to be between $29 billion and $34 billion, up from $19.2 billion last year. No one really knows if the plan will work: How many people want to attend concerts, parties, and meetings in an imaginary world while wearing a virtual reality headset? The metaverse has become CEO Mark Zuckerberg’s biggest bet—and it gives the company a quickly changing risk profile, one that looks uncomfortable even with a cheap stock.Meta’s user base is mammoth—3.6 billion monthly active users, or close to half the Earth’s population. But growth is finally slowing, the advertising business is in trouble, regulators are circling, and the metaverse is in its infancy. For Meta, it’s a mega set of risks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":85,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":188621763,"gmtCreate":1623433974052,"gmtModify":1704203723120,"author":{"id":"3582024244105859","authorId":"3582024244105859","name":"tiggerpooh","avatar":"https://static.tigerbbs.com/24bf771f56f6ca91571107be4b6cc295","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Oh wow... Anyway clinical studies gotta be for years before establishment ","listText":"Oh wow... Anyway clinical studies gotta be for years before establishment ","text":"Oh wow... Anyway clinical studies gotta be for years before establishment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/188621763","repostId":"2142206311","repostType":4,"repost":{"id":"2142206311","pubTimestamp":1623426552,"share":"https://www.laohu8.com/m/news/2142206311?lang=&edition=full","pubTime":"2021-06-11 23:49","market":"us","language":"en","title":"COVID-19 Jabs of Pfizer & Moderna May Lead to Inflamed Heart","url":"https://stock-news.laohu8.com/highlight/detail?id=2142206311","media":"Zacks","summary":"The COVID-19 vaccine task force of the U.S. Centers for Disease Control and Prevention stated that it has observed increased cases of heart inflammation in adolescents and younger adults, especially aged 12 to 24, following inoculation with authorized mRNA-based COVID-19 vaccines from Moderna MRNA, and Pfizer PFE/BioNTech BNTX.Several hundreds of cases of myocarditis and pericarditis, both conditions of heart inflammation, were reported to the U.S. government’s VAERS following dose 1 of any mR","content":"<p>The COVID-19 vaccine task force of the U.S. Centers for Disease Control and Prevention (CDC) stated that it has observed increased cases of heart inflammation in adolescents and younger adults, especially aged 12 to 24, following inoculation with authorized mRNA-based COVID-19 vaccines from <b>Moderna</b> MRNA, and <b>Pfizer</b> PFE/<b>BioNTech</b> BNTX.</p><p>Several hundreds of cases of myocarditis and pericarditis, both conditions of heart inflammation, were reported to the U.S. government’s VAERS (Vaccine Adverse Event Reporting System) following dose 1 of any mRNA-based vaccine in the last two months. Please note that VAERS is a national early warning system to detect possible safety problems in U.S. licensed vaccines. The number of cases increased further after the second dose of these vaccines. Moreover, the cases occurred in higher number of younger patients following dose 2 compared to dose 1. The CDC stated that similar inflammation cases were not reported following vaccination with <b>J&J</b>’s JNJ adenovirus-based COVID-19 vaccine.</p><h3>Israeli Alarm</h3><p>Per a Reuters report, the Israel’s Health Ministry raised the alarm when it reported a likely link of heart inflammation in young men vaccinated with Pfizer’s BNT162b earlier this month. Following this report, the CDC and health regulators in other countries started investigating such cases.</p><p>Although the number of reported cases is small compared to total inoculations with mRNA vaccines, they were higher than expected in the younger age groups.</p><h3>CDC Meeting</h3><p>We note that the CDC is yet to link these adverse events to mRNA vaccines and has scheduled a meeting of the Advisory Committee on Immunization Practices (ACIP) on Jun 18 to discuss and assess the heart inflammation reports. Moreover, the government authority has recommended continuation of vaccination for everyone of age 12 or older given the risk of COVID-19 illness and related complications.</p><p>However, we note that the CDC report also stated that more than 50% of heart inflammation cases were reported in the age group of 12-24 that has received only 8.8% of vaccine doses. This suggests that any adverse outcome from the ACIP meeting scheduled next week can hamper vaccination with mRNA vaccines in the adolescent patient group, and hurt prospects of these vaccine developers. However, the percentage of inflammation cases suggests that the risk from these vaccines is significantly lower than their benefits. A CDC study claims that these vaccines are 91% effective. Moreover, most patients facing inflammation issues quickly felt better following medication and rest.</p><h3>mRNA Vaccine Updates</h3><p>We remind investors that Pfizer/BioNTech’s COVID-19 vaccine received authorization for emergency use in adolescents last month from the FDA. Moderna filed for a similar authorization in the United States, Europe and Canada earlier this month.</p><p>Meanwhile, Pfizer and BioNTech have pledged two billion doses of their COVID-19 vaccines to ensure equitable access to their vaccines globally. As part of the pledge, the company plans to supply 200 million doses in 2021 and 300 million doses in the first half of 2022 to the U.S. government at not-for-profit price. The government will donate these doses to low- and lower middle-income countries and organizations that support them.</p><p>While Moderna and Pfizer carry a Zacks Rank #3 (Hold), BioNTech sports a Zacks Rank of 1 (Strong Buy). </p><p>Pfizer, Moderna fell over 1% in morning trading.</p><p><img src=\"https://static.tigerbbs.com/4abafe1ebf6b0259e6f305a5483d4a2a\" tg-width=\"700\" tg-height=\"584\"><img src=\"https://static.tigerbbs.com/16bd6a310a9f80f7ecaf40c96b582198\" tg-width=\"700\" tg-height=\"584\"></p>","source":"yahoofinance","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>COVID-19 Jabs of Pfizer & Moderna May Lead to Inflamed Heart</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\">\nCOVID-19 Jabs of Pfizer & Moderna May Lead to Inflamed Heart\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-11 23:49 GMT+8 <a href=https://finance.yahoo.com/news/covid-19-jabs-pfizer-moderna-124412703.html><strong>Zacks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The COVID-19 vaccine task force of the U.S. Centers for Disease Control and Prevention (CDC) stated that it has observed increased cases of heart inflammation in adolescents and younger adults, ...</p>\n\n<a href=\"https://finance.yahoo.com/news/covid-19-jabs-pfizer-moderna-124412703.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://s.yimg.com/uu/api/res/1.2/i.kaShYr9WLQwJ3VXlE4CA--~B/aD00MDA7dz02MzU7YXBwaWQ9eXRhY2h5b24-/https://s.yimg.com/uu/api/res/1.2/aNEP4MqN0KfFI8mDHT.6JQ--~B/aD00MDA7dz02MzU7YXBwaWQ9eXRhY2h5b24-/https://media.zenfs.com/en/zacks.com/0bba00e006cf8b1987f4ca39d28c5938","relate_stocks":{"PFE":"辉瑞","BNTX":"BioNTech SE","MRNA":"Moderna, Inc."},"source_url":"https://finance.yahoo.com/news/covid-19-jabs-pfizer-moderna-124412703.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2142206311","content_text":"The COVID-19 vaccine task force of the U.S. Centers for Disease Control and Prevention (CDC) stated that it has observed increased cases of heart inflammation in adolescents and younger adults, especially aged 12 to 24, following inoculation with authorized mRNA-based COVID-19 vaccines from Moderna MRNA, and Pfizer PFE/BioNTech BNTX.Several hundreds of cases of myocarditis and pericarditis, both conditions of heart inflammation, were reported to the U.S. government’s VAERS (Vaccine Adverse Event Reporting System) following dose 1 of any mRNA-based vaccine in the last two months. Please note that VAERS is a national early warning system to detect possible safety problems in U.S. licensed vaccines. The number of cases increased further after the second dose of these vaccines. Moreover, the cases occurred in higher number of younger patients following dose 2 compared to dose 1. The CDC stated that similar inflammation cases were not reported following vaccination with J&J’s JNJ adenovirus-based COVID-19 vaccine.Israeli AlarmPer a Reuters report, the Israel’s Health Ministry raised the alarm when it reported a likely link of heart inflammation in young men vaccinated with Pfizer’s BNT162b earlier this month. Following this report, the CDC and health regulators in other countries started investigating such cases.Although the number of reported cases is small compared to total inoculations with mRNA vaccines, they were higher than expected in the younger age groups.CDC MeetingWe note that the CDC is yet to link these adverse events to mRNA vaccines and has scheduled a meeting of the Advisory Committee on Immunization Practices (ACIP) on Jun 18 to discuss and assess the heart inflammation reports. Moreover, the government authority has recommended continuation of vaccination for everyone of age 12 or older given the risk of COVID-19 illness and related complications.However, we note that the CDC report also stated that more than 50% of heart inflammation cases were reported in the age group of 12-24 that has received only 8.8% of vaccine doses. This suggests that any adverse outcome from the ACIP meeting scheduled next week can hamper vaccination with mRNA vaccines in the adolescent patient group, and hurt prospects of these vaccine developers. However, the percentage of inflammation cases suggests that the risk from these vaccines is significantly lower than their benefits. A CDC study claims that these vaccines are 91% effective. Moreover, most patients facing inflammation issues quickly felt better following medication and rest.mRNA Vaccine UpdatesWe remind investors that Pfizer/BioNTech’s COVID-19 vaccine received authorization for emergency use in adolescents last month from the FDA. Moderna filed for a similar authorization in the United States, Europe and Canada earlier this month.Meanwhile, Pfizer and BioNTech have pledged two billion doses of their COVID-19 vaccines to ensure equitable access to their vaccines globally. As part of the pledge, the company plans to supply 200 million doses in 2021 and 300 million doses in the first half of 2022 to the U.S. government at not-for-profit price. The government will donate these doses to low- and lower middle-income countries and organizations that support them.While Moderna and Pfizer carry a Zacks Rank #3 (Hold), BioNTech sports a Zacks Rank of 1 (Strong Buy). Pfizer, Moderna fell over 1% in morning trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":183,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":188621763,"gmtCreate":1623433974052,"gmtModify":1704203723120,"author":{"id":"3582024244105859","authorId":"3582024244105859","name":"tiggerpooh","avatar":"https://static.tigerbbs.com/24bf771f56f6ca91571107be4b6cc295","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Oh wow... Anyway clinical studies gotta be for years before establishment ","listText":"Oh wow... Anyway clinical studies gotta be for years before establishment ","text":"Oh wow... Anyway clinical studies gotta be for years before establishment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/188621763","repostId":"2142206311","repostType":4,"isVote":1,"tweetType":1,"viewCount":183,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9098294720,"gmtCreate":1644132535212,"gmtModify":1676533893476,"author":{"id":"3582024244105859","authorId":"3582024244105859","name":"tiggerpooh","avatar":"https://static.tigerbbs.com/24bf771f56f6ca91571107be4b6cc295","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Things can go in either direction depending on actions Meta takes [Thinking] ","listText":"Things can go in either direction depending on actions Meta takes [Thinking] ","text":"Things can go in either direction depending on actions Meta takes [Thinking]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9098294720","repostId":"1108894266","repostType":4,"repost":{"id":"1108894266","pubTimestamp":1644024937,"share":"https://www.laohu8.com/m/news/1108894266?lang=&edition=full","pubTime":"2022-02-05 09:35","market":"us","language":"en","title":"For Meta, a Cheap Stock Isn’t Enough","url":"https://stock-news.laohu8.com/highlight/detail?id=1108894266","media":"Barrons","summary":"Suddenly, investors are giving Facebook a big thumbs down. Within 24 hours of reporting dismal resul","content":"<html><head></head><body><p>Suddenly, investors are giving Facebook a big thumbs down. Within 24 hours of reporting dismal results on Wednesday night, Facebook parent Meta Platforms lost more than a quarter of its market capitalization, some $250 billion. It was the largest single-day loss of corporate value in U.S. history.</p><p>And the value destruction might not be over. For Facebook, this is different than the privacy scandals and political controversies that have surrounded the company. This time, the problems are with the business itself.</p><p>Meta (ticker: FB) offered a first-quarter outlook that reveals slowing usage of its social media apps and troubling trends in advertising sales. Fixing the problems will take multiple quarters, and potentially years. Meanwhile, the repairs will have to be made as the company pivots to the metaverse, a significant gamble on an unproven technology.</p><p>By the end of a long week of tech earnings (see this week’s Tech Trader), it became clear that Meta’s problems are unique, and not part of a broader industry downturn. Google parent Alphabet (GOOGL) posted strong results driven by demand for advertising space on Google Search and YouTube. And on Thursday afternoon—one day after Meta’s nightmarish report—smaller rivals Snap (SNAP) and Pinterest (PINS) surprised investors with better-than-expected numbers, including Snap’s first-ever profit.</p><p>Amazon.com (AMZN) rounded out the big week of earnings with its own impressive results—including 32% growth in its advertising business. Those reports helped tech stocks snap back on Friday: The Nasdaq Composite rallied 2%, but Meta shares were flat.</p><p>The lack of buying on the dip reflects the serious issues Meta raised with its earnings. For the first quarter, the company sees revenue of $27 billion to $29 billion, up between 3% and 11% from a year ago. That would be a sharp deceleration from 48% growth a year ago. Meta said results would be affected by “headwinds” to both the number of ad impressions generated by its platforms and by pressures on ad pricing.</p><p>The forecast came as a shock to Facebook investors who have grown used to reliable growth, even amid controversy. Meta by its own admission is now dealing with multiple issues: slowing usage of the company’s core social media apps, tough earnings comparisons, decelerating spending by advertisers that are facing labor and product shortages, and intensified competition from TikTok, the short-form video app owned by China-based ByteDance.</p><p>Meta’s mention of weaker ad impressions was the real shocker. The company said its core Facebook business had one million fewer daily average users in the December quarter versus the previous three months. That has never happened before. The slowdown could reflect people spending more time out of the house after two years of severe pandemic restrictions. Alternatively, or perhaps additionally, it could be that people are simply growing a little tired of social media, and using the platforms a little less.</p><p>On its post-earnings call with investors, Meta repeatedly pointed to competition from TikTok. Meta is going after TikTok with a competitive service called Reels, which have been pushed across Facebook feeds. But it is going to take time for Facebook to catch up to TikTok’s popularity, if it ever does. Meanwhile, the issue is cutting into Meta’s revenues.</p><p>“On the impressions side, we expect continued headwinds from both increased competition for people’s time and a shift of engagement within our apps toward video surfaces like Reels, which monetize at lower rates than Feed and Stories,” the company said. In other words, competition from TikTok is forcing Facebook to push users into less profitable parts of its platform.</p><p>On ad pricing, meanwhile, Meta continues to deal with Apple’s (AAPL) adoption of tough new rules that limit advertisers’ ability to track consumer behavior on iOS devices. Those changes weren’t yet in place a year ago, so the comparison will be felt again in the first quarter. “We anticipate modestly increasing ad targeting and measurement headwinds from platform and regulatory changes,” Meta said.</p><p>The company has previously expressed confidence that it could develop workarounds for Apple’s changes, which affect ad targeting along with knowing when ads trigger purchases or other consumer behaviors. But Meta now sounds less confident about a near-term fix, saying the Apple changes will trim its revenue by $10 billion this year.</p><p>Perhaps most worrisome for Facebook is that Snap and Pinterest, rivals that in theory should be suffering a similar slowdown from Apple’s changes, didn’t report the same issues in the quarter.</p><p><b>Falling Hard</b></p><p>Facebook parent Meta Platforms lost more than a quarter of its market value on Thursday. It’s the largest single-day loss of corporate value ever.</p><p><img src=\"https://static.tigerbbs.com/aefbd1011b68d6770961169b97d76d54\" tg-width=\"1059\" tg-height=\"492\" width=\"100%\" height=\"auto\"/></p><p>To be sure, the Meta story still has investor appeal, most notably a cheap stock. After the selloff, Meta trades at a discount to the S&P 500—19.3 times versus 20.3 times, respectively. Meta has also been aggressively buying back stock—$33 billion over the past two quarters. While those purchases look ill-timed, the buybacks suggest that the Meta board considers the stock cheap. That doesn’t mean it can’t get cheaper.</p><p>Meta’s risks are growing and they’re no longer just about Facebook's legacy business. The company is spending aggressively on its metaverse build out—capital spending this year is expected to be between $29 billion and $34 billion, up from $19.2 billion last year. No one really knows if the plan will work: How many people want to attend concerts, parties, and meetings in an imaginary world while wearing a virtual reality headset? The metaverse has become CEO Mark Zuckerberg’s biggest bet—and it gives the company a quickly changing risk profile, one that looks uncomfortable even with a cheap stock.</p><p>Meta’s user base is mammoth—3.6 billion monthly active users, or close to half the Earth’s population. But growth is finally slowing, the advertising business is in trouble, regulators are circling, and the metaverse is in its infancy. For Meta, it’s a mega set of risks.</p></body></html>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>For Meta, a Cheap Stock Isn’t Enough</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\">\nFor Meta, a Cheap Stock Isn’t Enough\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-05 09:35 GMT+8 <a href=https://www.barrons.com/articles/buy-sell-facebook-meta-stock-51644023283?mod=hp_LATEST><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Suddenly, investors are giving Facebook a big thumbs down. Within 24 hours of reporting dismal results on Wednesday night, Facebook parent Meta Platforms lost more than a quarter of its market ...</p>\n\n<a href=\"https://www.barrons.com/articles/buy-sell-facebook-meta-stock-51644023283?mod=hp_LATEST\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.barrons.com/articles/buy-sell-facebook-meta-stock-51644023283?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108894266","content_text":"Suddenly, investors are giving Facebook a big thumbs down. Within 24 hours of reporting dismal results on Wednesday night, Facebook parent Meta Platforms lost more than a quarter of its market capitalization, some $250 billion. It was the largest single-day loss of corporate value in U.S. history.And the value destruction might not be over. For Facebook, this is different than the privacy scandals and political controversies that have surrounded the company. This time, the problems are with the business itself.Meta (ticker: FB) offered a first-quarter outlook that reveals slowing usage of its social media apps and troubling trends in advertising sales. Fixing the problems will take multiple quarters, and potentially years. Meanwhile, the repairs will have to be made as the company pivots to the metaverse, a significant gamble on an unproven technology.By the end of a long week of tech earnings (see this week’s Tech Trader), it became clear that Meta’s problems are unique, and not part of a broader industry downturn. Google parent Alphabet (GOOGL) posted strong results driven by demand for advertising space on Google Search and YouTube. And on Thursday afternoon—one day after Meta’s nightmarish report—smaller rivals Snap (SNAP) and Pinterest (PINS) surprised investors with better-than-expected numbers, including Snap’s first-ever profit.Amazon.com (AMZN) rounded out the big week of earnings with its own impressive results—including 32% growth in its advertising business. Those reports helped tech stocks snap back on Friday: The Nasdaq Composite rallied 2%, but Meta shares were flat.The lack of buying on the dip reflects the serious issues Meta raised with its earnings. For the first quarter, the company sees revenue of $27 billion to $29 billion, up between 3% and 11% from a year ago. That would be a sharp deceleration from 48% growth a year ago. Meta said results would be affected by “headwinds” to both the number of ad impressions generated by its platforms and by pressures on ad pricing.The forecast came as a shock to Facebook investors who have grown used to reliable growth, even amid controversy. Meta by its own admission is now dealing with multiple issues: slowing usage of the company’s core social media apps, tough earnings comparisons, decelerating spending by advertisers that are facing labor and product shortages, and intensified competition from TikTok, the short-form video app owned by China-based ByteDance.Meta’s mention of weaker ad impressions was the real shocker. The company said its core Facebook business had one million fewer daily average users in the December quarter versus the previous three months. That has never happened before. The slowdown could reflect people spending more time out of the house after two years of severe pandemic restrictions. Alternatively, or perhaps additionally, it could be that people are simply growing a little tired of social media, and using the platforms a little less.On its post-earnings call with investors, Meta repeatedly pointed to competition from TikTok. Meta is going after TikTok with a competitive service called Reels, which have been pushed across Facebook feeds. But it is going to take time for Facebook to catch up to TikTok’s popularity, if it ever does. Meanwhile, the issue is cutting into Meta’s revenues.“On the impressions side, we expect continued headwinds from both increased competition for people’s time and a shift of engagement within our apps toward video surfaces like Reels, which monetize at lower rates than Feed and Stories,” the company said. In other words, competition from TikTok is forcing Facebook to push users into less profitable parts of its platform.On ad pricing, meanwhile, Meta continues to deal with Apple’s (AAPL) adoption of tough new rules that limit advertisers’ ability to track consumer behavior on iOS devices. Those changes weren’t yet in place a year ago, so the comparison will be felt again in the first quarter. “We anticipate modestly increasing ad targeting and measurement headwinds from platform and regulatory changes,” Meta said.The company has previously expressed confidence that it could develop workarounds for Apple’s changes, which affect ad targeting along with knowing when ads trigger purchases or other consumer behaviors. But Meta now sounds less confident about a near-term fix, saying the Apple changes will trim its revenue by $10 billion this year.Perhaps most worrisome for Facebook is that Snap and Pinterest, rivals that in theory should be suffering a similar slowdown from Apple’s changes, didn’t report the same issues in the quarter.Falling HardFacebook parent Meta Platforms lost more than a quarter of its market value on Thursday. It’s the largest single-day loss of corporate value ever.To be sure, the Meta story still has investor appeal, most notably a cheap stock. After the selloff, Meta trades at a discount to the S&P 500—19.3 times versus 20.3 times, respectively. Meta has also been aggressively buying back stock—$33 billion over the past two quarters. While those purchases look ill-timed, the buybacks suggest that the Meta board considers the stock cheap. That doesn’t mean it can’t get cheaper.Meta’s risks are growing and they’re no longer just about Facebook's legacy business. The company is spending aggressively on its metaverse build out—capital spending this year is expected to be between $29 billion and $34 billion, up from $19.2 billion last year. No one really knows if the plan will work: How many people want to attend concerts, parties, and meetings in an imaginary world while wearing a virtual reality headset? The metaverse has become CEO Mark Zuckerberg’s biggest bet—and it gives the company a quickly changing risk profile, one that looks uncomfortable even with a cheap stock.Meta’s user base is mammoth—3.6 billion monthly active users, or close to half the Earth’s population. But growth is finally slowing, the advertising business is in trouble, regulators are circling, and the metaverse is in its infancy. For Meta, it’s a mega set of risks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":85,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}
