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2021-08-24

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Buy the pullback in chip stocks — and focus on these 6 companies for the long haul

2021-08-19

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2021-08-16

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Fed Officials Weigh Ending Asset Purchases by Mid-2022

2021-08-16

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AMC's "Better" Isn't the Same Thing as "Good"

2021-08-12

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2021-08-04

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Tesla Hikes Model S, Model X Long Range Prices In Both US, China: Continued Chip Shortage Woes?

2021-08-03

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Sanofi to Buy Translate Bio for $3.2 Billion in mRNA Push

2021-08-02

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Tesla rose nearly 5% in morning trading

2021-08-01

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Alphabet Is Worth $3,554 Based on Its Powerful Free Cash Flow

2021-08-01

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Investors, Beware! Stocks Are Entering the Most Dangerous Stretch of the Year

2021-07-31

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You can beat stock market indexes — this fund manager has, and this is how she and her team did it

2021-07-30

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2021-07-30

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Facebook investors, are you starting to see a pattern yet?

2021-07-30

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days","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.01.16","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":2,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":2,"crmLevelSwitch":0,"location":null,"starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":834270433,"gmtCreate":1629810577222,"gmtModify":1676530138214,"author":{"id":"3582024918476098","authorId":"3582024918476098","name":"immryan","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582024918476098","authorIdStr":"3582024918476098"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/834270433","repostId":"1154386229","repostType":4,"isVote":1,"tweetType":1,"viewCount":530,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":832955137,"gmtCreate":1629567453829,"gmtModify":1676530071496,"author":{"id":"3582024918476098","authorId":"3582024918476098","name":"immryan","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582024918476098","authorIdStr":"3582024918476098"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/832955137","repostId":"1151608193","repostType":4,"repost":{"id":"1151608193","kind":"news","pubTimestamp":1629728324,"share":"https://ttm.financial/m/news/1151608193?lang=&edition=fundamental","pubTime":"2021-08-23 22:18","market":"us","language":"en","title":"Buy the pullback in chip stocks — and focus on these 6 companies for the long haul","url":"https://stock-news.laohu8.com/highlight/detail?id=1151608193","media":"MarketWatch","summary":"The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correcti","content":"<p><b>The iShares Semiconductor ETF is down over 6% from recent highs.</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b24e4a76a5d1cd0ff030cf1b0eeac0f\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>ISTOCKPHOTO</span></p>\n<p>In the rolling correction that’s running through the stock market, chip makers have been hit harder than most.</p>\n<p>The iShares Semiconductor ETF&nbsp;is down over 6% from recent highs, compared to declines of 2% or less for the S&amp;P 500,Nasdaq&nbsp;Composite&nbsp;and the Dow Jones Industrial Average.</p>\n<p>Does that make chip stocks a buy? Or is this historically cyclical sector up to its old tricks and headed into a sustained downtrend that will rip your face off.</p>\n<p>A lot depends on your timeline but if you like to own stocks for years rather than rent them for days, the group is a buy. The chief reason: “It’s different this time.”</p>\n<p>Those are admittedly among the scariest words in investing. But the chip sector has changed so much it really is different now – in ways that suggest it is less likely to crush you.</p>\n<p>You’d be a fool to think there are no risks. I’ll go over those. But first, here are the three main reasons why the group is “safer” now – and six names favored by the half-dozen sector experts I’ve talked with over the past several days.</p>\n<p><b>1. The wicked witch of cyclicality is dead</b></p>\n<p>“Demand in the chip sector was always boom and bust, driven by product cycles,” says David Winborne, a portfolio manager at Impax Asset Management. “<a href=\"https://laohu8.com/S/FBNC\">First</a> PCs, then servers, then phones.” But now demand for chips has broadened across the economy so the secular growth story is more predictable, he says.</p>\n<p><a href=\"https://laohu8.com/S/JE\">Just</a> look around you. Because of the increased “digitalization” of our lives and work, there’s greater diversity of end market demand from all angles. Think remote office services like <a href=\"https://laohu8.com/S/ZM\">Zoom</a>, online shopping, cloud services, electric vehicles, 5G phones, smart factories, big data computing and even washing machines, points out Hendi Susanto, a portfolio manager and tech analyst at Gabelli Funds who is bullish on the group.</p>\n<p>“There is no aspect of the modern digital economy that can function without semiconductors,” says Motley Fool chip sector analyst John Rotonti. “That means more chips going into everything. The long-term demand is there.”</p>\n<p>He’s not kidding. Chip sector revenue will double by 2030 to $1 trillion from $465 billion in 2020, predicts William&nbsp;Blair&nbsp;analyst Greg Scolaro.</p>\n<p>All of this means the widespread supply shortages you’ve been hearing about “likely won’t be cured until sometime late next year,” says <a href=\"https://laohu8.com/S/BAC\">Bank of America</a> chip sector analyst Vivek Arya. “That’s not just our view, but <a href=\"https://laohu8.com/S/AONE.U\">one</a> confirmed by a majority of large customers.”</p>\n<p><b>2. The players have consolidated</b></p>\n<p>All up and down the production chain, from design through the various types of equipment producers to manufacturing, industry players have consolidated down into what Rotonti calls “earned” duopolies or monopolies.</p>\n<p>In chip design software, you have Cadence Design Systems&nbsp;and Synopsys.In production equipment, companies dominate specialized niches like ASML&nbsp;in extreme ultraviolet lithography&nbsp;(EUV). Manufacturing is dominated by Taiwan Semiconductor&nbsp;and Samsung Electronics.</p>\n<p>These companies earned their niche or duopoly status by being the best at what they do. This makes them interesting for investors. The consolidation also means players behave more rationally in terms of pricing and production capacity, says Rotonti.</p>\n<p><b>3. Profitability has improved</b></p>\n<p>This more rational behavior, combined with cost cutting, means profitability is now much higher than it was historically. “The economics of chip making has improved massively over past few years,” says Winbourne. Cash flow or EBITDA margins are often now over 30% whereas a decade ago they were in the 20% range.</p>\n<p>This has implications for valuation. Though chip stocks trade at about a market multiple, they appear cheap because they are better companies, points out Lamar Villere, portfolio manager with Villere &amp; Co. “They are not trading at a frothy multiple.”</p>\n<p><b>The stocks to buy</b></p>\n<p>Here are six names favored by chip experts I recently checked in with.</p>\n<p><b>New management plays</b></p>\n<p>Though Peter Karazeris, a senior equity research analyst at Thrivent, has reasons to be cautious on the group (see below), he singles out two companies whose performance may get a boost because they are under new management: Qualcomm&nbsp;and ON Semiconductor.</p>\n<p>Both have solid profitability. Qualcomm was recently hit by one-off issues like bad weather in Texas that disrupted production, but the company has good exposure to the 5G phone trend. <a href=\"https://laohu8.com/S/ON\">ON Semiconductor</a> is expanding beyond phones into new areas like autos, industrial and the Internet of Things connected-device space.</p>\n<p><b>A data center and gaming play</b></p>\n<p>Karazeris also singles out Nvidia,which gets a continuing boost from its exposure to data center and gaming device chip demand — because of its superior design prowess.</p>\n<p><b>Design tool companies</b></p>\n<p>Speaking of design, when companies like Qualcomm and NVIDIA want to design chips, they turn to the design tools supplied by Cadence Design Systems and <a href=\"https://laohu8.com/S/SNPS\">Synopsys</a>.</p>\n<p>Their software-based design tools help chip innovators create the blueprint for their chips, explains Rotonti at Motley Fool, who singles out these names. “They are not the fastest growers in the world, but they have good profit margins.” They also dominate the space.</p>\n<p><b>An EUV&nbsp;play</b></p>\n<p>To put those blueprints onto silicon in the early stages of chip production, companies like Taiwan Semiconductor and Samsung turn to ASML. Its machines use tiny bursts of light to stencil chip designs onto silicon wafers, in a process called extreme ultraviolet lithography. “No one else has figured out how to do it,” says Rotonti.</p>\n<p>In other words, it has a monopoly position in supplying machines that do this – which are necessary for any company that wants to make leading edge chips.</p>\n<p><b>Risks</b></p>\n<p>Here are some of the chief risks for chip sector investors to watch.</p>\n<p><b>Oversupply</b></p>\n<p>Chip production has become politicized. The U.S. wants more production at home so it is not vulnerable to disruptions in Chinese supply chains. <a href=\"https://laohu8.com/S/CAAS\">China</a> wants to make 70% of the chips it uses by 2025, up from 5% now, says Winborne.</p>\n<p>The upshot here is that there’s lots of government support to boost manufacturing – so there will be much more of it. The risk is oversupply at some point in the future. This might also create a pull forward in chip equipment purchases — leading to a lull down the road which could hurt sales and margin trends at equipment makers.</p>\n<p>Next, big tech companies like Alphabet,Apple&nbsp;and Ammazon.com&nbsp;are all doing their own chip design, which threatens specialized chip companies that do the same thing.</p>\n<p><b><a href=\"https://laohu8.com/S/QTM\">Quantum</a> computing</b></p>\n<p>Computers using chip designs based on quantum physics instead of traditional semiconductor architectures have superior performance, points out Scolaro at William Blair. “While it probably won’t become mainstream for at least another five years, quantum computing has the potential to transform everything from technology to healthcare.”</p>\n<p><b>A disturbing signal</b></p>\n<p>A blend of global purchasing managers (PMI) indexes peaked in April and then decelerated for three months. Meanwhile chip sales growth continued. Normally the two follow the same trend, points out Karazeris, who tracks this indicator at Thrivent. He chalks the divergence up to inventory building which is less sustainable than true end-market demand. So, he takes the divergence as a bearish signal for the chip sector.</p>\n<p>Another cautionary sign comes from the forecasted weakness in pricing for dynamic random-access memory&nbsp;(DRAM) chips. “These are typically things you see at tops of cycles not the bottoms,” says Karazeris.</p>\n<p>But it’s also possible the slowdown in the global PMI is more a reflection of chip shortages than a sign that the shortages aren’t real (and are just inventory building). “The divergence doesn’t necessarily mean that chip orders are going to roll over and die. It means chip manufacturing has to catch up,” says Leuthold economist and strategist Jim Paulsen.</p>\n<p>Ford,for example, just announced it had to curtail production because of chip shortages, not a shortfall in underlying demand.</p>\n<p>Paulsen predicts decent economic growth is sustainable because of factors like high savings rates, the rebound in employment and incomes as well as pent-up demand for big ticket items. If he’s right, the continued economic strength would support demand for all the products that use chips – including <a href=\"https://laohu8.com/S/F\">Ford</a> cars.</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Buy the pullback in chip stocks — and focus on these 6 companies for the long haul</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBuy the pullback in chip stocks — and focus on these 6 companies for the long haul\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-23 22:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correction that’s running through the stock market, chip makers have been hit harder than most.\nThe iShares ...</p>\n\n<a href=\"https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SNPS":"新思科技","SOXX":"iShares费城交易所半导体ETF","QCOM":"高通","SSNLF":"三星电子","GOOG":"谷歌","GOOGL":"谷歌A","NVDA":"英伟达","TSM":"台积电","AAPL":"苹果","CDNS":"铿腾电子","ASML":"阿斯麦","ON":"安森美半导体","AMZN":"亚马逊"},"source_url":"https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151608193","content_text":"The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correction that’s running through the stock market, chip makers have been hit harder than most.\nThe iShares Semiconductor ETF is down over 6% from recent highs, compared to declines of 2% or less for the S&P 500,Nasdaq Composite and the Dow Jones Industrial Average.\nDoes that make chip stocks a buy? Or is this historically cyclical sector up to its old tricks and headed into a sustained downtrend that will rip your face off.\nA lot depends on your timeline but if you like to own stocks for years rather than rent them for days, the group is a buy. The chief reason: “It’s different this time.”\nThose are admittedly among the scariest words in investing. But the chip sector has changed so much it really is different now – in ways that suggest it is less likely to crush you.\nYou’d be a fool to think there are no risks. I’ll go over those. But first, here are the three main reasons why the group is “safer” now – and six names favored by the half-dozen sector experts I’ve talked with over the past several days.\n1. The wicked witch of cyclicality is dead\n“Demand in the chip sector was always boom and bust, driven by product cycles,” says David Winborne, a portfolio manager at Impax Asset Management. “First PCs, then servers, then phones.” But now demand for chips has broadened across the economy so the secular growth story is more predictable, he says.\nJust look around you. Because of the increased “digitalization” of our lives and work, there’s greater diversity of end market demand from all angles. Think remote office services like Zoom, online shopping, cloud services, electric vehicles, 5G phones, smart factories, big data computing and even washing machines, points out Hendi Susanto, a portfolio manager and tech analyst at Gabelli Funds who is bullish on the group.\n“There is no aspect of the modern digital economy that can function without semiconductors,” says Motley Fool chip sector analyst John Rotonti. “That means more chips going into everything. The long-term demand is there.”\nHe’s not kidding. Chip sector revenue will double by 2030 to $1 trillion from $465 billion in 2020, predicts William Blair analyst Greg Scolaro.\nAll of this means the widespread supply shortages you’ve been hearing about “likely won’t be cured until sometime late next year,” says Bank of America chip sector analyst Vivek Arya. “That’s not just our view, but one confirmed by a majority of large customers.”\n2. The players have consolidated\nAll up and down the production chain, from design through the various types of equipment producers to manufacturing, industry players have consolidated down into what Rotonti calls “earned” duopolies or monopolies.\nIn chip design software, you have Cadence Design Systems and Synopsys.In production equipment, companies dominate specialized niches like ASML in extreme ultraviolet lithography (EUV). Manufacturing is dominated by Taiwan Semiconductor and Samsung Electronics.\nThese companies earned their niche or duopoly status by being the best at what they do. This makes them interesting for investors. The consolidation also means players behave more rationally in terms of pricing and production capacity, says Rotonti.\n3. Profitability has improved\nThis more rational behavior, combined with cost cutting, means profitability is now much higher than it was historically. “The economics of chip making has improved massively over past few years,” says Winbourne. Cash flow or EBITDA margins are often now over 30% whereas a decade ago they were in the 20% range.\nThis has implications for valuation. Though chip stocks trade at about a market multiple, they appear cheap because they are better companies, points out Lamar Villere, portfolio manager with Villere & Co. “They are not trading at a frothy multiple.”\nThe stocks to buy\nHere are six names favored by chip experts I recently checked in with.\nNew management plays\nThough Peter Karazeris, a senior equity research analyst at Thrivent, has reasons to be cautious on the group (see below), he singles out two companies whose performance may get a boost because they are under new management: Qualcomm and ON Semiconductor.\nBoth have solid profitability. Qualcomm was recently hit by one-off issues like bad weather in Texas that disrupted production, but the company has good exposure to the 5G phone trend. ON Semiconductor is expanding beyond phones into new areas like autos, industrial and the Internet of Things connected-device space.\nA data center and gaming play\nKarazeris also singles out Nvidia,which gets a continuing boost from its exposure to data center and gaming device chip demand — because of its superior design prowess.\nDesign tool companies\nSpeaking of design, when companies like Qualcomm and NVIDIA want to design chips, they turn to the design tools supplied by Cadence Design Systems and Synopsys.\nTheir software-based design tools help chip innovators create the blueprint for their chips, explains Rotonti at Motley Fool, who singles out these names. “They are not the fastest growers in the world, but they have good profit margins.” They also dominate the space.\nAn EUV play\nTo put those blueprints onto silicon in the early stages of chip production, companies like Taiwan Semiconductor and Samsung turn to ASML. Its machines use tiny bursts of light to stencil chip designs onto silicon wafers, in a process called extreme ultraviolet lithography. “No one else has figured out how to do it,” says Rotonti.\nIn other words, it has a monopoly position in supplying machines that do this – which are necessary for any company that wants to make leading edge chips.\nRisks\nHere are some of the chief risks for chip sector investors to watch.\nOversupply\nChip production has become politicized. The U.S. wants more production at home so it is not vulnerable to disruptions in Chinese supply chains. China wants to make 70% of the chips it uses by 2025, up from 5% now, says Winborne.\nThe upshot here is that there’s lots of government support to boost manufacturing – so there will be much more of it. The risk is oversupply at some point in the future. This might also create a pull forward in chip equipment purchases — leading to a lull down the road which could hurt sales and margin trends at equipment makers.\nNext, big tech companies like Alphabet,Apple and Ammazon.com are all doing their own chip design, which threatens specialized chip companies that do the same thing.\nQuantum computing\nComputers using chip designs based on quantum physics instead of traditional semiconductor architectures have superior performance, points out Scolaro at William Blair. “While it probably won’t become mainstream for at least another five years, quantum computing has the potential to transform everything from technology to healthcare.”\nA disturbing signal\nA blend of global purchasing managers (PMI) indexes peaked in April and then decelerated for three months. Meanwhile chip sales growth continued. Normally the two follow the same trend, points out Karazeris, who tracks this indicator at Thrivent. He chalks the divergence up to inventory building which is less sustainable than true end-market demand. So, he takes the divergence as a bearish signal for the chip sector.\nAnother cautionary sign comes from the forecasted weakness in pricing for dynamic random-access memory (DRAM) chips. “These are typically things you see at tops of cycles not the bottoms,” says Karazeris.\nBut it’s also possible the slowdown in the global PMI is more a reflection of chip shortages than a sign that the shortages aren’t real (and are just inventory building). “The divergence doesn’t necessarily mean that chip orders are going to roll over and die. It means chip manufacturing has to catch up,” says Leuthold economist and strategist Jim Paulsen.\nFord,for example, just announced it had to curtail production because of chip shortages, not a shortfall in underlying demand.\nPaulsen predicts decent economic growth is sustainable because of factors like high savings rates, the rebound in employment and incomes as well as pent-up demand for big ticket items. If he’s right, the continued economic strength would support demand for all the products that use chips – including Ford cars.","news_type":1},"isVote":1,"tweetType":1,"viewCount":808,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":838036371,"gmtCreate":1629357279293,"gmtModify":1676530013468,"author":{"id":"3582024918476098","authorId":"3582024918476098","name":"immryan","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582024918476098","authorIdStr":"3582024918476098"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/838036371","repostId":"1152703663","repostType":4,"isVote":1,"tweetType":1,"viewCount":565,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":833136400,"gmtCreate":1629209562400,"gmtModify":1676529967384,"author":{"id":"3582024918476098","authorId":"3582024918476098","name":"immryan","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582024918476098","authorIdStr":"3582024918476098"},"themes":[],"htmlText":"That is not good","listText":"That is not good","text":"That is not good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/833136400","repostId":"1146168029","repostType":4,"isVote":1,"tweetType":1,"viewCount":566,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":839390731,"gmtCreate":1629121217123,"gmtModify":1676529936961,"author":{"id":"3582024918476098","authorId":"3582024918476098","name":"immryan","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582024918476098","authorIdStr":"3582024918476098"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/839390731","repostId":"1165935172","repostType":4,"repost":{"id":"1165935172","kind":"news","pubTimestamp":1629118103,"share":"https://ttm.financial/m/news/1165935172?lang=&edition=fundamental","pubTime":"2021-08-16 20:48","market":"us","language":"en","title":"Fed Officials Weigh Ending Asset Purchases by Mid-2022","url":"https://stock-news.laohu8.com/highlight/detail?id=1165935172","media":"The Wall Street Journal","summary":"Reducing bond buying sooner could provide more flexibility to raise interest rates if inflation stay","content":"<blockquote>\n Reducing bond buying sooner could provide more flexibility to raise interest rates if inflation stays high and unemployment falls rapidly.\n</blockquote>\n<p>Federal Reserve officials are nearing agreement to begin scaling back their easy money policies in about three months if the economic recovery continues, with some pushing to end their asset-purchase program by the middle of next year.</p>\n<p>In recent interviews and public statements, several have advocated for this timetable, which would enable them to raise interest rates sooner than currently anticipated if the economy makes rapid progress toward their goals.</p>\n<p>The central bank last December said it would continue the current pace of bond purchases until officials concluded they had achieved “substantial further progress” toward their goals of 2% average inflation and robust employment.</p>\n<p>Officials at their July 27-28 meetingdeliberated on two important questions: when to start paring their monthly purchases of $80 billion in Treasury securities and $40 billion in mortgage securities, and how quickly to reduce, or taper, them. The Fed is set to release on Wednesday minutes of the meeting that could provide further clues about those discussions.</p>\n<p>The answers are important to financial markets because Fed officials have said they would prefer to conclude the bond-buying program before considering when to raise interest rates from near-zero. At their June 15-16 policy meeting, 13 of 18 Fed officials projected they would raise rates by the end of 2023; seven expected to do so by the end of 2022.</p>\n<p>Fed Chairman Jerome Powell said at a July 28 news conference that the Fed was still “a ways away from considering raising interest rates. It’s not something that is on our radar screen right now.”</p>\n<p>A recent run ofstrong hiring reportshave strengthened the case for the Fed to announce at its next meeting, Sept. 21-22, its intentions to start tapering, potentially as soon as its following meeting in November.</p>\n<p><img src=\"https://static.tigerbbs.com/6fcf5a9a0b2244055076f521102b5b4a\" tg-width=\"317\" tg-height=\"412\" width=\"100%\" height=\"auto\">“I do expect we are going to be at the point where we’ve seen substantial further progress…probably later this year,” said Chicago Fed President Charles Evans in avirtual roundtable with reporterslast week.</p>\n<p>Boston Fed President Eric Rosengren said in an interview he expected to see by the Sept. 21-22 meeting enough job growth to meet the criteria for reducing bond purchases. “That would set up some time this fall a possible tapering that is dependent on the Delta variant and other variants not slowing down the labor market substantially,” he said in an interview last week. Mr. Rosengren said he hopes that if strong economic growth continues, “we’re done with the tapering program…towards the middle of next year.”</p>\n<p>The Fed wound down its previous bond-buying program very gradually, reducing its purchases over the course of 10 months. But in December 2013, when it announced that it would soon start that process, the economy was weaker, with higher unemployment and low inflation.</p>\n<p>Officials had another reason for caution back then because they were stunned by a surge in long-term Treasury yields, dubbed the “taper tantrum,” that occurred in the middle of 2013, after then-Chair Ben Bernanke suggested they might soon reduce their asset purchases.</p>\n<p>The Fed now finds itself in a very different position. The economy is growing rapidly. Unemployment is much lower, at 5.4% in July.Inflation is much hotter. And bond yields have tumbled this year even as the central bank has discussed plans to reduce bond purchases.</p>\n<p>The asset purchases aim to stimulate the economy by holding down long-term interest rates to spur borrowing and spending. Mr. Rosengren pointed to recentsurges in home pricesas evidence that the program may be nearing a point of diminishing returns. “If you can’t get housing materials and you can’t get construction workers to come back on site, but we do increase demand for housing, then it doesn’t do much for our employment mandate—but it does increase housing prices more than it otherwise would,” he said.</p>\n<p>Dallas Fed President Robert Kaplan agreed. “These purchases are very well designed to stimulate demand, but we don’t have a demand problem,” he said in an interview. “In the aftermath of the Great Recession, we did. So I don’t want to use the playbook from 2009 to 2013.”</p>\n<p>Some other officials have argued for more patience. Fed governor Lael Brainard indicated last month she wanted to see September hiring data, which won’t be available until early October, before deciding. That would hold off any tapering until no sooner than the Fed’s Nov. 2-3 meeting.</p>\n<p>San Francisco Fed President Mary Daly said in an interview last week she thinks the economy should support “beginning to taper later this year, or maybe next.” Labor markets are “really strong—getting stronger,” she said.</p>\n<p>Ms. Daly said it was too soon to say how the Fed should reduce the purchases. “Those things haven’t been decided,” she said.</p>\n<p>Likewise, Mr. Evans didn’t say how soon he thought the Fed would need to wind down its purchases. He expects inflation to fall back to 2% by the end of next year, which would argue for less urgency to withdraw monetary stimulus.</p>\n<p>“My own outlook is, we’re gonna be more challenged in getting inflation to confidently stay up in the 2% or 2.1% or 2.2%” range, he said. “If others had more confidence that inflation was going to be higher on a sustainable basis, then that…quicker tapering could be the right path.”</p>\n<p>Fed officials have yet to decidewhether to reduce their purchasesof Treasurys and mortgage-backed securities at the same pace.</p>\n<p>Mr. Rosengren said he would prefer to reduce them monthly by equal quantities. Because the Fed is buying twice as many Treasurys as mortgage-backed securities, that would result in mortgage-bond purchases ending in half the time as Treasury purchases.</p>\n<p>Mr. Kaplan said he favors reducing the purchases of both types of bonds over the course of eight months, or by $10 billion for Treasurys and $5 billion for mortgage-backed securities a month. “That strikes me as the most prudent course: start soon, and go gradually, and for me, gradually means eight months,” he said.</p>\n<p>St. Louis Fed President James Bullard said he wants to start paring assets in October and conclude the program by March, reducing the purchases of Treasurys by $20 billion a month and mortgage bonds by $10 billion a month. Fed governor Christopher Waller has outlined a similar preference.</p>\n<p>Even though “that would be a fairly rapid pullout of the asset-purchase program,” Mr. Bullard said in an interview last week that he thought it would give the Fed more flexibility to determine whether to raise rates later next year. “I don’t want to have to move too rapidly [to raise rates] because it can be very disruptive, so I think that the pace I’m suggesting would give us a lot more optionality in 2022 if we needed to use it.”</p>\n<p>Mr. Kaplan said by reducing asset purchases sooner, the Fed might be able to wait longer before it has to raise interest rates. “By getting a more appropriate stance of monetary policy now or soon, it might actually allow you to be more flexible and be more patient on how you adjust the federal-funds rate down the road,” he said.</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>Fed Officials Weigh Ending Asset Purchases by Mid-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; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFed Officials Weigh Ending Asset Purchases by Mid-2022\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-16 20:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.wsj.com/articles/fed-officials-weigh-ending-asset-purchases-by-mid-2022-11629106200><strong>The Wall Street Journal</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Reducing bond buying sooner could provide more flexibility to raise interest rates if inflation stays high and unemployment falls rapidly.\n\nFederal Reserve officials are nearing agreement to begin ...</p>\n\n<a href=\"https://www.wsj.com/articles/fed-officials-weigh-ending-asset-purchases-by-mid-2022-11629106200\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index","SPY":"标普500ETF"},"source_url":"https://www.wsj.com/articles/fed-officials-weigh-ending-asset-purchases-by-mid-2022-11629106200","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165935172","content_text":"Reducing bond buying sooner could provide more flexibility to raise interest rates if inflation stays high and unemployment falls rapidly.\n\nFederal Reserve officials are nearing agreement to begin scaling back their easy money policies in about three months if the economic recovery continues, with some pushing to end their asset-purchase program by the middle of next year.\nIn recent interviews and public statements, several have advocated for this timetable, which would enable them to raise interest rates sooner than currently anticipated if the economy makes rapid progress toward their goals.\nThe central bank last December said it would continue the current pace of bond purchases until officials concluded they had achieved “substantial further progress” toward their goals of 2% average inflation and robust employment.\nOfficials at their July 27-28 meetingdeliberated on two important questions: when to start paring their monthly purchases of $80 billion in Treasury securities and $40 billion in mortgage securities, and how quickly to reduce, or taper, them. The Fed is set to release on Wednesday minutes of the meeting that could provide further clues about those discussions.\nThe answers are important to financial markets because Fed officials have said they would prefer to conclude the bond-buying program before considering when to raise interest rates from near-zero. At their June 15-16 policy meeting, 13 of 18 Fed officials projected they would raise rates by the end of 2023; seven expected to do so by the end of 2022.\nFed Chairman Jerome Powell said at a July 28 news conference that the Fed was still “a ways away from considering raising interest rates. It’s not something that is on our radar screen right now.”\nA recent run ofstrong hiring reportshave strengthened the case for the Fed to announce at its next meeting, Sept. 21-22, its intentions to start tapering, potentially as soon as its following meeting in November.\n“I do expect we are going to be at the point where we’ve seen substantial further progress…probably later this year,” said Chicago Fed President Charles Evans in avirtual roundtable with reporterslast week.\nBoston Fed President Eric Rosengren said in an interview he expected to see by the Sept. 21-22 meeting enough job growth to meet the criteria for reducing bond purchases. “That would set up some time this fall a possible tapering that is dependent on the Delta variant and other variants not slowing down the labor market substantially,” he said in an interview last week. Mr. Rosengren said he hopes that if strong economic growth continues, “we’re done with the tapering program…towards the middle of next year.”\nThe Fed wound down its previous bond-buying program very gradually, reducing its purchases over the course of 10 months. But in December 2013, when it announced that it would soon start that process, the economy was weaker, with higher unemployment and low inflation.\nOfficials had another reason for caution back then because they were stunned by a surge in long-term Treasury yields, dubbed the “taper tantrum,” that occurred in the middle of 2013, after then-Chair Ben Bernanke suggested they might soon reduce their asset purchases.\nThe Fed now finds itself in a very different position. The economy is growing rapidly. Unemployment is much lower, at 5.4% in July.Inflation is much hotter. And bond yields have tumbled this year even as the central bank has discussed plans to reduce bond purchases.\nThe asset purchases aim to stimulate the economy by holding down long-term interest rates to spur borrowing and spending. Mr. Rosengren pointed to recentsurges in home pricesas evidence that the program may be nearing a point of diminishing returns. “If you can’t get housing materials and you can’t get construction workers to come back on site, but we do increase demand for housing, then it doesn’t do much for our employment mandate—but it does increase housing prices more than it otherwise would,” he said.\nDallas Fed President Robert Kaplan agreed. “These purchases are very well designed to stimulate demand, but we don’t have a demand problem,” he said in an interview. “In the aftermath of the Great Recession, we did. So I don’t want to use the playbook from 2009 to 2013.”\nSome other officials have argued for more patience. Fed governor Lael Brainard indicated last month she wanted to see September hiring data, which won’t be available until early October, before deciding. That would hold off any tapering until no sooner than the Fed’s Nov. 2-3 meeting.\nSan Francisco Fed President Mary Daly said in an interview last week she thinks the economy should support “beginning to taper later this year, or maybe next.” Labor markets are “really strong—getting stronger,” she said.\nMs. Daly said it was too soon to say how the Fed should reduce the purchases. “Those things haven’t been decided,” she said.\nLikewise, Mr. Evans didn’t say how soon he thought the Fed would need to wind down its purchases. He expects inflation to fall back to 2% by the end of next year, which would argue for less urgency to withdraw monetary stimulus.\n“My own outlook is, we’re gonna be more challenged in getting inflation to confidently stay up in the 2% or 2.1% or 2.2%” range, he said. “If others had more confidence that inflation was going to be higher on a sustainable basis, then that…quicker tapering could be the right path.”\nFed officials have yet to decidewhether to reduce their purchasesof Treasurys and mortgage-backed securities at the same pace.\nMr. Rosengren said he would prefer to reduce them monthly by equal quantities. Because the Fed is buying twice as many Treasurys as mortgage-backed securities, that would result in mortgage-bond purchases ending in half the time as Treasury purchases.\nMr. Kaplan said he favors reducing the purchases of both types of bonds over the course of eight months, or by $10 billion for Treasurys and $5 billion for mortgage-backed securities a month. “That strikes me as the most prudent course: start soon, and go gradually, and for me, gradually means eight months,” he said.\nSt. Louis Fed President James Bullard said he wants to start paring assets in October and conclude the program by March, reducing the purchases of Treasurys by $20 billion a month and mortgage bonds by $10 billion a month. Fed governor Christopher Waller has outlined a similar preference.\nEven though “that would be a fairly rapid pullout of the asset-purchase program,” Mr. Bullard said in an interview last week that he thought it would give the Fed more flexibility to determine whether to raise rates later next year. “I don’t want to have to move too rapidly [to raise rates] because it can be very disruptive, so I think that the pace I’m suggesting would give us a lot more optionality in 2022 if we needed to use it.”\nMr. Kaplan said by reducing asset purchases sooner, the Fed might be able to wait longer before it has to raise interest rates. “By getting a more appropriate stance of monetary policy now or soon, it might actually allow you to be more flexible and be more patient on how you adjust the federal-funds rate down the road,” he said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":692,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":830880403,"gmtCreate":1629044252702,"gmtModify":1676529916074,"author":{"id":"3582024918476098","authorId":"3582024918476098","name":"immryan","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582024918476098","authorIdStr":"3582024918476098"},"themes":[],"htmlText":"Good!","listText":"Good!","text":"Good!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/830880403","repostId":"2159145532","repostType":4,"repost":{"id":"2159145532","kind":"highlight","pubTimestamp":1628993103,"share":"https://ttm.financial/m/news/2159145532?lang=&edition=fundamental","pubTime":"2021-08-15 10:05","market":"us","language":"en","title":"AMC's \"Better\" Isn't the Same Thing as \"Good\"","url":"https://stock-news.laohu8.com/highlight/detail?id=2159145532","media":"Motley Fool","summary":"The theater chain's recently ended quarter serves up the expected glimmer of a recovery, but things are still nowhere near normal.","content":"<p>The good news is movie theater chain <b>AMC Entertainment Holdings</b> (NYSE:AMC) topped last quarter's revenue and earnings estimates. The bad news is it's still deep in the red, and only selling a fraction of the number of tickets it was selling before the pandemic took hold.</p>\n<p>None of this is terribly shocking, of course. A year earlier, the world was largely shut down due to COVID-19. Though the contagion is still with us, consumers and businesses alike are coping. Theaters in the U.S. were mostly reopened by March -- before AMC's second quarter began -- and studios were at least willing to give theaters a try. Universal's <i>Fast and Furious</i> series entry <i>F9</i>&nbsp;debuted in June, catching the tail end of the quarter in question.<i> A Quiet Place, Part II,</i> and <i>Hitman's Wife's Bodyguard</i> were also released in May and June, respectively. <i>Godzilla vs. Kong</i> was in theaters back in April. They weren't necessarily must-sees, but for newly vaccinated movie-goers ready to get out and do something close to normal again, they were something.</p>\n<p>As it turns out, though, they were still very little. AMC has miles to go before nearing the sort of business it was doing before the coronavirus rattled the world.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f60e80beb92a6bcec1a0ff4dbc1b82bd\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<h2>A still-ugly picture</h2>\n<p>The image below speaks volumes, plotting the number of movie tickets AMC sold every quarter through the quarter ending in June. Also plotted are the company's historical quarterly revenue, adjusted EBITDA, and operating profit (or loss), which is a function of those ticket sales. As the saying goes, read 'em and weep.</p>\n<p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F638611%2F081021-amc-fiscal-history.png&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"403\" width=\"100%\" height=\"auto\"><span>Data source: AMC Entertainment Holdings. Chart by author. Fiscal data is in millions. Ticket data is in thousands.</span></p>\n<p>Last quarter's 22.1 million tickets sold is around a fourth of the company's usual quarterly ticket sales, around 90 million. Q2's revenue of $444.7 million is roughly a third of the normal figure of $1.3 billion. The most recent results are clearly better than the non-existent numbers being produced a year ago, but still, we're miles away from the pre-pandemic norm. The company's also still deep in the red, reporting an operating loss of $296.6 million and negative adjusted EBITDA of $150.8 million.</p>\n<p>Neither the numbers nor the trend should be surprising, even if analysts and investors alike could only make broad guesses given that the turnaround remains a work in progress. Any revenue and earnings estimate that's even close to the actual reported figure is impressive in light of the circumstances.</p>\n<p>The earnings beat itself, however, has largely obscured more important matters and left important questions unanswered. Chief among these questions is, how much longer will it take the entire movie industry to crawl all the way out of the hole it's still clearly in?</p>\n<h2>From sizzle to fizzle</h2>\n<p>The release of <i>F9</i> in June drew patrons back to theaters, to be sure. Box Office Mojo reports domestic ticket sales of nearly $99 million for that late-June weekend, which was the best weekend the business had seen since February of last year.&nbsp;<b>Walt Disney</b>'s (NYSE:DIS) <i>Black Widow</i> led an even better weekend in early July, leading to $117 million worth of ticket sales in the U.S.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e24f62e8ffec16871093643907bf6e1f\" tg-width=\"700\" tg-height=\"406\" width=\"100%\" height=\"auto\"><span>Data source: Box Office Mojo. Chart by author.</span></p>\n<p>Things have clearly cooled off in the meantime, however, despite reasonably splashy titles like<i> Jungle Cruise, Space Jam: A New Legacy</i>, and <i>The Suicide Squad</i> being in theaters. <i>Hitman's Wife's Bodyguard</i> and <i>A Quiet Place, Part II</i> are also still in theaters, offering at least something theatrical to a wide audience. Consumers just aren't as stoked about going to the movies as they were a month ago.</p>\n<p>Can AMC explain these gloomy trends with the resurgence of COVID-19 via the delta variant? Sure, that's a headwind that can't be ignored. Something else that can't be ignored, however, is the fact that<i> Jungle Cruise, The Suicide Squad, Space Jam: A New Legacy, Black Widow,</i> and <i>F9</i> can all be streamed at home.</p>\n<h2>Bottom line</h2>\n<p>This isn't a forecast for a complete collapse of AMC. One way or another, the theater chain will carry on. It may require some sort of reorganization or debt restructuring, but the name will survive.</p>\n<p>The return to normalcy (or profitability) is at least several quarters away, though, and that could be a few rough quarters. In the meantime, this company has to justify an $18.5 billion market cap, never having produced more than a billion dollars' worth of EBITDA in any four-quarter stretch and never having turned an annualized operating profit of more than $265 million in any four-quarter span -- even in its 2018 heyday.</p>\n<p>At the very least, AMC investors should exercise caution. These investors should also start asking exactly how AMC is going to convince a bunch of consumers to fall out of love with streaming new releases at home. There might not be a good answer to that question.</p>","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>AMC's \"Better\" Isn't the Same Thing as \"Good\"</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\">\nAMC's \"Better\" Isn't the Same Thing as \"Good\"\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-15 10:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/08/14/amcs-better-isnt-the-same-thing-as-good/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The good news is movie theater chain AMC Entertainment Holdings (NYSE:AMC) topped last quarter's revenue and earnings estimates. The bad news is it's still deep in the red, and only selling a fraction...</p>\n\n<a href=\"https://www.fool.com/investing/2021/08/14/amcs-better-isnt-the-same-thing-as-good/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMC":"AMC院线"},"source_url":"https://www.fool.com/investing/2021/08/14/amcs-better-isnt-the-same-thing-as-good/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2159145532","content_text":"The good news is movie theater chain AMC Entertainment Holdings (NYSE:AMC) topped last quarter's revenue and earnings estimates. The bad news is it's still deep in the red, and only selling a fraction of the number of tickets it was selling before the pandemic took hold.\nNone of this is terribly shocking, of course. A year earlier, the world was largely shut down due to COVID-19. Though the contagion is still with us, consumers and businesses alike are coping. Theaters in the U.S. were mostly reopened by March -- before AMC's second quarter began -- and studios were at least willing to give theaters a try. Universal's Fast and Furious series entry F9 debuted in June, catching the tail end of the quarter in question. A Quiet Place, Part II, and Hitman's Wife's Bodyguard were also released in May and June, respectively. Godzilla vs. Kong was in theaters back in April. They weren't necessarily must-sees, but for newly vaccinated movie-goers ready to get out and do something close to normal again, they were something.\nAs it turns out, though, they were still very little. AMC has miles to go before nearing the sort of business it was doing before the coronavirus rattled the world.\nImage source: Getty Images.\nA still-ugly picture\nThe image below speaks volumes, plotting the number of movie tickets AMC sold every quarter through the quarter ending in June. Also plotted are the company's historical quarterly revenue, adjusted EBITDA, and operating profit (or loss), which is a function of those ticket sales. As the saying goes, read 'em and weep.\nData source: AMC Entertainment Holdings. Chart by author. Fiscal data is in millions. Ticket data is in thousands.\nLast quarter's 22.1 million tickets sold is around a fourth of the company's usual quarterly ticket sales, around 90 million. Q2's revenue of $444.7 million is roughly a third of the normal figure of $1.3 billion. The most recent results are clearly better than the non-existent numbers being produced a year ago, but still, we're miles away from the pre-pandemic norm. The company's also still deep in the red, reporting an operating loss of $296.6 million and negative adjusted EBITDA of $150.8 million.\nNeither the numbers nor the trend should be surprising, even if analysts and investors alike could only make broad guesses given that the turnaround remains a work in progress. Any revenue and earnings estimate that's even close to the actual reported figure is impressive in light of the circumstances.\nThe earnings beat itself, however, has largely obscured more important matters and left important questions unanswered. Chief among these questions is, how much longer will it take the entire movie industry to crawl all the way out of the hole it's still clearly in?\nFrom sizzle to fizzle\nThe release of F9 in June drew patrons back to theaters, to be sure. Box Office Mojo reports domestic ticket sales of nearly $99 million for that late-June weekend, which was the best weekend the business had seen since February of last year. Walt Disney's (NYSE:DIS) Black Widow led an even better weekend in early July, leading to $117 million worth of ticket sales in the U.S.\nData source: Box Office Mojo. Chart by author.\nThings have clearly cooled off in the meantime, however, despite reasonably splashy titles like Jungle Cruise, Space Jam: A New Legacy, and The Suicide Squad being in theaters. Hitman's Wife's Bodyguard and A Quiet Place, Part II are also still in theaters, offering at least something theatrical to a wide audience. Consumers just aren't as stoked about going to the movies as they were a month ago.\nCan AMC explain these gloomy trends with the resurgence of COVID-19 via the delta variant? Sure, that's a headwind that can't be ignored. Something else that can't be ignored, however, is the fact that Jungle Cruise, The Suicide Squad, Space Jam: A New Legacy, Black Widow, and F9 can all be streamed at home.\nBottom line\nThis isn't a forecast for a complete collapse of AMC. One way or another, the theater chain will carry on. It may require some sort of reorganization or debt restructuring, but the name will survive.\nThe return to normalcy (or profitability) is at least several quarters away, though, and that could be a few rough quarters. In the meantime, this company has to justify an $18.5 billion market cap, never having produced more than a billion dollars' worth of EBITDA in any four-quarter stretch and never having turned an annualized operating profit of more than $265 million in any four-quarter span -- even in its 2018 heyday.\nAt the very least, AMC investors should exercise caution. These investors should also start asking exactly how AMC is going to convince a bunch of consumers to fall out of love with streaming new releases at home. There might not be a good answer to that question.","news_type":1},"isVote":1,"tweetType":1,"viewCount":514,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":894962291,"gmtCreate":1628783328113,"gmtModify":1676529855341,"author":{"id":"3582024918476098","authorId":"3582024918476098","name":"immryan","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582024918476098","authorIdStr":"3582024918476098"},"themes":[],"htmlText":"Like !","listText":"Like !","text":"Like !","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/894962291","repostId":"2158189268","repostType":4,"isVote":1,"tweetType":1,"viewCount":683,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":896127739,"gmtCreate":1628563032521,"gmtModify":1703508179705,"author":{"id":"3582024918476098","authorId":"3582024918476098","name":"immryan","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582024918476098","authorIdStr":"3582024918476098"},"themes":[],"htmlText":"Good and like !","listText":"Good and like !","text":"Good and like 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!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/898539550","repostId":"1122403360","repostType":4,"isVote":1,"tweetType":1,"viewCount":771,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":891545262,"gmtCreate":1628404149456,"gmtModify":1703505941917,"author":{"id":"3582024918476098","authorId":"3582024918476098","name":"immryan","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582024918476098","authorIdStr":"3582024918476098"},"themes":[],"htmlText":"Good and like :)","listText":"Good and like :)","text":"Good and like :)","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/891545262","repostId":"1190347839","repostType":4,"isVote":1,"tweetType":1,"viewCount":424,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":899995071,"gmtCreate":1628149652893,"gmtModify":1703502124166,"author":{"id":"3582024918476098","authorId":"3582024918476098","name":"immryan","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582024918476098","authorIdStr":"3582024918476098"},"themes":[],"htmlText":"Good news&nbsp;","listText":"Good news&nbsp;","text":"Good news","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/899995071","repostId":"1192728062","repostType":4,"isVote":1,"tweetType":1,"viewCount":182,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":890080543,"gmtCreate":1628066606382,"gmtModify":1703500577412,"author":{"id":"3582024918476098","authorId":"3582024918476098","name":"immryan","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582024918476098","authorIdStr":"3582024918476098"},"themes":[],"htmlText":"Like and good !","listText":"Like and good !","text":"Like and good !","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/890080543","repostId":"1183753382","repostType":4,"repost":{"id":"1183753382","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1628065451,"share":"https://ttm.financial/m/news/1183753382?lang=&edition=fundamental","pubTime":"2021-08-04 16:24","market":"us","language":"en","title":"Tesla Hikes Model S, Model X Long Range Prices In Both US, China: Continued Chip Shortage Woes?","url":"https://stock-news.laohu8.com/highlight/detail?id=1183753382","media":"Benzinga","summary":"Tesla Motors on Tuesday hiked prices of the long-range variants of the Model S sedan and Model X SUV","content":"<p><b><a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a></b> on Tuesday hiked prices of the long-range variants of the Model S sedan and Model X SUV in the <a href=\"https://laohu8.com/S/UBNK\">United</a> States and China, its two biggest markets,&nbsp;the company website shows.</p>\n<p><b>What Happened:</b>&nbsp;The Model S Long Range and Model X Long-range now both cost an extra $4,637 in China and $5,000 in the <a href=\"https://laohu8.com/S/UBCP\">United</a> States.</p>\n<p>In China, the Model S Long Range is now priced at&nbsp;$133,117 and the Model X Range is priced at $140,857.</p>\n<p>The Model S Long Range version is now priced at $89,990 and the starting price of Model X Long Range has been moved up to $99,990 in the United States.</p>\n<p>Tesla is yet to begin deliveries for the Model S Long Range and has already secured a second price hike since it was launched in January. The estimated delivery time for Model S Long Range has now slipped to March-April next year from early next year, the company website shows.</p>\n<p>The last price hikes were done in July when the&nbsp;<b>Elon Musk</b>&nbsp;-led company made similar increases in the two&nbsp;countries it counts as key markets for growth.</p>\n<p>Earlier this year, Musk had said Tesla aims to make over 2,000 units of the Model S and Model X per week and could probably go as high as 2,400 to 2,500 units per week.</p>\n<p>Both Model S and X electric vehicles are among Tesla’s most expensive, flagship vehicles and have recently undergone a refresh, with a new interior and exterior design along with efficiency and range improvements.</p>\n<p><b>Why The Price Hikes?</b>&nbsp;Musk has been blaming industry-wide supply chain issues and semiconductor shortages for the price hikes and had just last week in a post-earnings call with investors said the “global chip shortage situation remains quite serious.”</p>\n<p>“For the rest of this year, our growth rates will be determined by the slowest part in our supply chain, which is the wide range of chips that are at various times the slowest parts in the supply chain.” Musk said.</p>\n<p>Tesla is not alone as the global chip shortages have hit legacy automakers as well, forcing&nbsp;the likes of<b><a href=\"https://laohu8.com/S/GM\">General Motors</a> Co</b>GM 0.07%,<b><a href=\"https://laohu8.com/S/F\">Ford</a> Motor Co</b>F 0.07%,<b>Volkswagen AG</b>&nbsp;OTCVWAGGY&nbsp;and others to halt productions and shift to build their most profitable models first amid record-low&nbsp;inventories.</p>\n<p><b>Price Action:</b>&nbsp;Tesla shares, which have been rising since it reported earnings last week, closed marginally up at $709.74 on Tuesday.</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>Tesla Hikes Model S, Model X Long Range Prices In Both US, China: Continued Chip Shortage Woes?</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\">\nTesla Hikes Model S, Model X Long Range Prices In Both US, China: Continued Chip Shortage Woes?\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/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-08-04 16:24</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p><b><a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a></b> on Tuesday hiked prices of the long-range variants of the Model S sedan and Model X SUV in the <a href=\"https://laohu8.com/S/UBNK\">United</a> States and China, its two biggest markets,&nbsp;the company website shows.</p>\n<p><b>What Happened:</b>&nbsp;The Model S Long Range and Model X Long-range now both cost an extra $4,637 in China and $5,000 in the <a href=\"https://laohu8.com/S/UBCP\">United</a> States.</p>\n<p>In China, the Model S Long Range is now priced at&nbsp;$133,117 and the Model X Range is priced at $140,857.</p>\n<p>The Model S Long Range version is now priced at $89,990 and the starting price of Model X Long Range has been moved up to $99,990 in the United States.</p>\n<p>Tesla is yet to begin deliveries for the Model S Long Range and has already secured a second price hike since it was launched in January. The estimated delivery time for Model S Long Range has now slipped to March-April next year from early next year, the company website shows.</p>\n<p>The last price hikes were done in July when the&nbsp;<b>Elon Musk</b>&nbsp;-led company made similar increases in the two&nbsp;countries it counts as key markets for growth.</p>\n<p>Earlier this year, Musk had said Tesla aims to make over 2,000 units of the Model S and Model X per week and could probably go as high as 2,400 to 2,500 units per week.</p>\n<p>Both Model S and X electric vehicles are among Tesla’s most expensive, flagship vehicles and have recently undergone a refresh, with a new interior and exterior design along with efficiency and range improvements.</p>\n<p><b>Why The Price Hikes?</b>&nbsp;Musk has been blaming industry-wide supply chain issues and semiconductor shortages for the price hikes and had just last week in a post-earnings call with investors said the “global chip shortage situation remains quite serious.”</p>\n<p>“For the rest of this year, our growth rates will be determined by the slowest part in our supply chain, which is the wide range of chips that are at various times the slowest parts in the supply chain.” Musk said.</p>\n<p>Tesla is not alone as the global chip shortages have hit legacy automakers as well, forcing&nbsp;the likes of<b><a href=\"https://laohu8.com/S/GM\">General Motors</a> Co</b>GM 0.07%,<b><a href=\"https://laohu8.com/S/F\">Ford</a> Motor Co</b>F 0.07%,<b>Volkswagen AG</b>&nbsp;OTCVWAGGY&nbsp;and others to halt productions and shift to build their most profitable models first amid record-low&nbsp;inventories.</p>\n<p><b>Price Action:</b>&nbsp;Tesla shares, which have been rising since it reported earnings last week, closed marginally up at $709.74 on Tuesday.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183753382","content_text":"Tesla Motors on Tuesday hiked prices of the long-range variants of the Model S sedan and Model X SUV in the United States and China, its two biggest markets, the company website shows.\nWhat Happened: The Model S Long Range and Model X Long-range now both cost an extra $4,637 in China and $5,000 in the United States.\nIn China, the Model S Long Range is now priced at $133,117 and the Model X Range is priced at $140,857.\nThe Model S Long Range version is now priced at $89,990 and the starting price of Model X Long Range has been moved up to $99,990 in the United States.\nTesla is yet to begin deliveries for the Model S Long Range and has already secured a second price hike since it was launched in January. The estimated delivery time for Model S Long Range has now slipped to March-April next year from early next year, the company website shows.\nThe last price hikes were done in July when the Elon Musk -led company made similar increases in the two countries it counts as key markets for growth.\nEarlier this year, Musk had said Tesla aims to make over 2,000 units of the Model S and Model X per week and could probably go as high as 2,400 to 2,500 units per week.\nBoth Model S and X electric vehicles are among Tesla’s most expensive, flagship vehicles and have recently undergone a refresh, with a new interior and exterior design along with efficiency and range improvements.\nWhy The Price Hikes? Musk has been blaming industry-wide supply chain issues and semiconductor shortages for the price hikes and had just last week in a post-earnings call with investors said the “global chip shortage situation remains quite serious.”\n“For the rest of this year, our growth rates will be determined by the slowest part in our supply chain, which is the wide range of chips that are at various times the slowest parts in the supply chain.” Musk said.\nTesla is not alone as the global chip shortages have hit legacy automakers as well, forcing the likes ofGeneral Motors CoGM 0.07%,Ford Motor CoF 0.07%,Volkswagen AG OTCVWAGGY and others to halt productions and shift to build their most profitable models first amid record-low inventories.\nPrice Action: Tesla shares, which have been rising since it reported earnings last week, closed marginally up at $709.74 on Tuesday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":190,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":804792539,"gmtCreate":1627978585121,"gmtModify":1703498982920,"author":{"id":"3582024918476098","authorId":"3582024918476098","name":"immryan","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582024918476098","authorIdStr":"3582024918476098"},"themes":[],"htmlText":"Like ! Good&nbsp;","listText":"Like ! Good&nbsp;","text":"Like ! Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/804792539","repostId":"2156462011","repostType":4,"repost":{"id":"2156462011","kind":"news","pubTimestamp":1627978238,"share":"https://ttm.financial/m/news/2156462011?lang=&edition=fundamental","pubTime":"2021-08-03 16:10","market":"us","language":"en","title":"Sanofi to Buy Translate Bio for $3.2 Billion in mRNA Push","url":"https://stock-news.laohu8.com/highlight/detail?id=2156462011","media":"Bloomberg","summary":"(Bloomberg) -- Sanofi agreed to acquire its messenger-RNA development partner Translate Bio Inc. for","content":"<p>(Bloomberg) -- <a href=\"https://laohu8.com/S/GCVRZ\">Sanofi</a> agreed to acquire its messenger-RNA development partner <a href=\"https://laohu8.com/S/TBIO\">Translate Bio Inc.</a> for $3.2 billion, scooping up a biotech company steeped in the technology behind some of the world’s top-selling Covid-19 vaccines.</p>\n<p>The French drugmaker will pay $38 in cash for each of Translate Bio’s shares, a 30% premium to Monday’s closing price. The boards of directors of both companies approved the transaction, according to a statement Tuesday.</p>\n<p>Ordinarily a giant in the vaccines space, Sanofi is playing catch-up with Covid after upstarts <a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a> and Moderna Inc. raced ahead with highly effective mRNA shots that have now been injected into arms more than a billion times. Those two companies have been lavishly rewarded for their pioneering work, with Moderna’s market valuation rocketing toward $140 billion as of Monday and BioNTech’s valuation now exceeding $80 billion.</p>\n<p>Pfizer Inc., which is partnered with Germany’s BioNTech, said last week that their Covid shot could bring in $33.5 billion in revenue this year alone.</p>\n<p>“Our goal is to unlock the potential of mRNA in other strategic areas such as immunology, oncology and rare diseases in addition to vaccines,” Sanofi Chief Executive Officer Paul Hudson said in the statement.</p>\n<p>Sanofi hasn’t brought a Covid vaccine to market yet. Its leading candidate is based on the recombinant-protein technology already in use in the company’s seasonal flu shots. That product, which was subject to months of delays, is now in a late-stage trial and could be cleared by regulators by the end of this year.</p>\n<p>But Sanofi has also been developing an mRNA Covid shot with Translate Bio since March 2020. That effort grew out of a partnership between the companies, forged in 2018, to develop mRNA vaccines for as many as five infectious-disease pathogens. Their Covid candidate is currently in an early-stage trial, with results expected by the end of September, and it could be approved, if all goes well, in 2022.</p>\n<p><b>Product Pipeline</b></p>\n<p>Translate Bio, based in Lexington, Massachusetts, also has an early-stage vaccine for influenza with Sanofi, with results expected later this year. Its pipeline of other products includes experimental therapies for cystic fibrosis and other lung ailments, along with treatments for diseases that affect the liver.</p>\n<p>Translate Bio CEO Ronald Renaud and its largest shareholder, The Baupost Group LLC, have both signed binding commitments to support the tender offer, with their stakes and shares already held by Sanofi representing about 30% of total outstanding stock, the statement said. Sanofi expects to close the deal later this quarter.</p>\n<p>In June, Sanofi announced plans to invest about $480 million a year in mRNA technology with a newly created “center of excellence” focused on everything from basic research to manufacturing. That initiative is aimed at speeding up the pipeline of mRNA products being developed by Sanofi and Translate Bio, along with making mRNA shots that are more stable at average temperatures and less likely to cause side effects.</p>\n<p>Sanofi expects at least six mRNA vaccine candidates in clinical trials by 2025.</p>\n<p>Translate Bio surged over 29%&nbsp;in premarket trading,&nbsp;Sanofi was up 0.08% in premarket trading.</p>\n<p><img src=\"https://static.tigerbbs.com/8514618a621d11049dd9b715b8471eb9\" tg-width=\"946\" tg-height=\"633\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/64fb14c92d3c3139477018d687b800a2\" tg-width=\"946\" tg-height=\"633\" referrerpolicy=\"no-referrer\"></p>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Sanofi to Buy Translate Bio for $3.2 Billion in mRNA Push</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\">\nSanofi to Buy Translate Bio for $3.2 Billion in mRNA Push\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-03 16:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2021-08-02/sanofi-offers-to-buy-translate-bio-in-mrna-push-reuters-reports?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Bloomberg) -- Sanofi agreed to acquire its messenger-RNA development partner Translate Bio Inc. for $3.2 billion, scooping up a biotech company steeped in the technology behind some of the world’s ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2021-08-02/sanofi-offers-to-buy-translate-bio-in-mrna-push-reuters-reports?srnd=premium-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6ad7ed6b96b448ffcc5b5501b0dc346c","relate_stocks":{"TBIO":"TELESIS BIO","SNYNF":"Sanofi","BNTX":"BioNTech SE","MRNA":"Moderna, Inc.","SNY":"赛诺菲安万特"},"source_url":"https://www.bloomberg.com/news/articles/2021-08-02/sanofi-offers-to-buy-translate-bio-in-mrna-push-reuters-reports?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2156462011","content_text":"(Bloomberg) -- Sanofi agreed to acquire its messenger-RNA development partner Translate Bio Inc. for $3.2 billion, scooping up a biotech company steeped in the technology behind some of the world’s top-selling Covid-19 vaccines.\nThe French drugmaker will pay $38 in cash for each of Translate Bio’s shares, a 30% premium to Monday’s closing price. The boards of directors of both companies approved the transaction, according to a statement Tuesday.\nOrdinarily a giant in the vaccines space, Sanofi is playing catch-up with Covid after upstarts BioNTech SE and Moderna Inc. raced ahead with highly effective mRNA shots that have now been injected into arms more than a billion times. Those two companies have been lavishly rewarded for their pioneering work, with Moderna’s market valuation rocketing toward $140 billion as of Monday and BioNTech’s valuation now exceeding $80 billion.\nPfizer Inc., which is partnered with Germany’s BioNTech, said last week that their Covid shot could bring in $33.5 billion in revenue this year alone.\n“Our goal is to unlock the potential of mRNA in other strategic areas such as immunology, oncology and rare diseases in addition to vaccines,” Sanofi Chief Executive Officer Paul Hudson said in the statement.\nSanofi hasn’t brought a Covid vaccine to market yet. Its leading candidate is based on the recombinant-protein technology already in use in the company’s seasonal flu shots. That product, which was subject to months of delays, is now in a late-stage trial and could be cleared by regulators by the end of this year.\nBut Sanofi has also been developing an mRNA Covid shot with Translate Bio since March 2020. That effort grew out of a partnership between the companies, forged in 2018, to develop mRNA vaccines for as many as five infectious-disease pathogens. Their Covid candidate is currently in an early-stage trial, with results expected by the end of September, and it could be approved, if all goes well, in 2022.\nProduct Pipeline\nTranslate Bio, based in Lexington, Massachusetts, also has an early-stage vaccine for influenza with Sanofi, with results expected later this year. Its pipeline of other products includes experimental therapies for cystic fibrosis and other lung ailments, along with treatments for diseases that affect the liver.\nTranslate Bio CEO Ronald Renaud and its largest shareholder, The Baupost Group LLC, have both signed binding commitments to support the tender offer, with their stakes and shares already held by Sanofi representing about 30% of total outstanding stock, the statement said. Sanofi expects to close the deal later this quarter.\nIn June, Sanofi announced plans to invest about $480 million a year in mRNA technology with a newly created “center of excellence” focused on everything from basic research to manufacturing. That initiative is aimed at speeding up the pipeline of mRNA products being developed by Sanofi and Translate Bio, along with making mRNA shots that are more stable at average temperatures and less likely to cause side effects.\nSanofi expects at least six mRNA vaccine candidates in clinical trials by 2025.\nTranslate Bio surged over 29% in premarket trading, Sanofi was up 0.08% in premarket trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":80,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":804902106,"gmtCreate":1627914506905,"gmtModify":1703497829089,"author":{"id":"3582024918476098","authorId":"3582024918476098","name":"immryan","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582024918476098","authorIdStr":"3582024918476098"},"themes":[],"htmlText":"Good ! Like :)","listText":"Good ! Like :)","text":"Good ! Like :)","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/804902106","repostId":"1155693481","repostType":4,"repost":{"id":"1155693481","kind":"news","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":1627913458,"share":"https://ttm.financial/m/news/1155693481?lang=&edition=fundamental","pubTime":"2021-08-02 22:10","market":"us","language":"en","title":"Tesla rose nearly 5% in morning trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1155693481","media":"Tiger Newspress","summary":" $Tesla Motors$ rose nearly 5% in morning trading.Elon Musk confirms Tesla AI Day will be on August 19.In addition ,Last Thursday, Benzinga Proalerted its users Tesla hadfiled a patentthat would allow it to recover and recycle nickel and cobalt from old lithium-ion EV batteries.The patent, titled “Metal Sulfate Manufacturing System via Electrochemical Dissolution,” would allow the EV and technology company to recover the two crucial raw battery metals and reuse them making its supply chain more ","content":"<p>(August 2)&nbsp;<a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a> rose nearly 5% in morning trading.</p>\n<p>Elon Musk confirms Tesla AI Day will be on August 19.</p>\n<p>In&nbsp;addition&nbsp;,Last Thursday,&nbsp;Benzinga Proalerted its users Tesla hadfiled a patentthat would allow it to recover and recycle nickel and cobalt from old lithium-ion EV batteries.</p>\n<p>The patent, titled “Metal Sulfate Manufacturing System via Electrochemical Dissolution,” would allow the EV and technology company to recover the two crucial raw battery metals and reuse them making its supply chain more efficient.</p>\n<p><img src=\"https://static.tigerbbs.com/9faf5c64c1d04f0efe8c72c78addc130\" tg-width=\"725\" tg-height=\"633\" referrerpolicy=\"no-referrer\"></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>Tesla rose nearly 5% in morning trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla rose nearly 5% in morning trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-08-02 22:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(August 2)&nbsp;<a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a> rose nearly 5% in morning trading.</p>\n<p>Elon Musk confirms Tesla AI Day will be on August 19.</p>\n<p>In&nbsp;addition&nbsp;,Last Thursday,&nbsp;Benzinga Proalerted its users Tesla hadfiled a patentthat would allow it to recover and recycle nickel and cobalt from old lithium-ion EV batteries.</p>\n<p>The patent, titled “Metal Sulfate Manufacturing System via Electrochemical Dissolution,” would allow the EV and technology company to recover the two crucial raw battery metals and reuse them making its supply chain more efficient.</p>\n<p><img src=\"https://static.tigerbbs.com/9faf5c64c1d04f0efe8c72c78addc130\" tg-width=\"725\" tg-height=\"633\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155693481","content_text":"(August 2) Tesla Motors rose nearly 5% in morning trading.\nElon Musk confirms Tesla AI Day will be on August 19.\nIn addition ,Last Thursday, Benzinga Proalerted its users Tesla hadfiled a patentthat would allow it to recover and recycle nickel and cobalt from old lithium-ion EV batteries.\nThe patent, titled “Metal Sulfate Manufacturing System via Electrochemical Dissolution,” would allow the EV and technology company to recover the two crucial raw battery metals and reuse them making its supply chain more efficient.","news_type":1},"isVote":1,"tweetType":1,"viewCount":81,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802587879,"gmtCreate":1627788636391,"gmtModify":1703495889560,"author":{"id":"3582024918476098","authorId":"3582024918476098","name":"immryan","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582024918476098","authorIdStr":"3582024918476098"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/802587879","repostId":"1122171439","repostType":4,"repost":{"id":"1122171439","kind":"news","pubTimestamp":1627786350,"share":"https://ttm.financial/m/news/1122171439?lang=&edition=fundamental","pubTime":"2021-08-01 10:52","market":"us","language":"en","title":"Alphabet Is Worth $3,554 Based on Its Powerful Free Cash Flow","url":"https://stock-news.laohu8.com/highlight/detail?id=1122171439","media":"InvestorPlace","summary":"GOOG stock will benefit in 2022 from its higher FCF margins, so that with a 3.2% FCF yield it will be worth 30% more.Alphabet just reported stellar second-quarter results, in terms of both revenue and earnings. But even more importantly, its free cash flow  grew substantially, both in absolute numbers and FCF margins. As a result, I believe that GOOG stock is now worth at least 30% more or $3,554 per share. This article will describe how I came up with that valuation.On July 27, Alphabet, the pa","content":"<blockquote>\n GOOG stock will benefit in 2022 from its higher FCF margins, so that with a 3.2% FCF yield it will be worth 30% more.\n</blockquote>\n<p><b>Alphabet</b>(NASDAQ:<b><u>GOOG</u></b>, NASDAQ:<b><u>GOOGL</u></b>) just reported stellar second-quarter results, in terms of both revenue and earnings. But even more importantly, its free cash flow (FCF) grew substantially, both in absolute numbers and FCF margins. As a result, I believe that GOOG stock is now worth at least 30% more or $3,554 per share. This article will describe how I came up with that valuation.</p>\n<p>On July 27, Alphabet, the parent of online search engine Google that makes most of its money from advertising, reported a huge 62% revenue gain on a year-0ver-year (YOY) basis. Even on a quarter-over-quarter basis, its revenue of $61.88 billion in Q2 grew by 11.87% from $55.314 billion in Q1.</p>\n<p>That implies an annualized run rate of 56.6%. So that coincides with its historical 62% YOY rate, implying that next year the company will show 57% YOY revenue growth.</p>\n<p>Of course, this assumes that advertising growth — and the economy in general — stay red hot.</p>\n<p><b>Estimating Google’s FCF</b></p>\n<p>But more importantly, its FCF rose to $16.394 billion, which can beseen on page 7of the earnings release. Alphabet is one of the few companies that help investors by calculating their own FCF figures. For example, last quarter its FCF was $13.347 billion (also onpage 7 of the Q1 report). This shows that its quarterly FCF growth was 22.83% just on a QOQ basis. That implies a huge run rate growth rate, although this is not what I will use to project out its future FCF.</p>\n<p>I think it is better to look at Alphabet’s FCF margins to forecast its future FCF. For example, in Q2 its $16.4 billion FCF represents 26.5% of its $61.88 billion in revenue. That is a huge gain over its FCF margins. Dividing $13.347 billion in Q1 FCF by revenue of $55.314 billion shows that Q1 FCF margins were just 24.1%.</p>\n<p>So, going forward let’s estimate that FCF will be 26.5% of its forecast revenue. For example,<i>Seeking Alpha</i>shows that analystsproject 2021 revenue of $250.29 billion. That implies its 2021 FCF will be $66.3 billion this year. But this is likely now already implied or discounted in the GOOG stock price.</p>\n<p>We should probably use 2022 estimates since the market will soon start valuing GOOG stock on its 2002 numbers. Seeking Alpha indicates $286.36 billion for 2022. Applying the 26.5% FCF margin to this estimate yields an FCF estimate of $75.89 billion. That is substantially higher than the estimates for 2021 FCF. We can now use this to value GOOG stock.</p>\n<p><b>What GOOG Stock Is Now Worth</b></p>\n<p>One way to value GOOG stock is to use its historical FCF yield and apply it to our future FCF estimate. For example, in the trailing 12 months (TTM) to June 30, Alphabet produced $58.536 billion in FCF. This can be seen on<i>Seeking Alpha’s</i>historical FCF pageby subtracting its TTM capex from its TTM cash flow from operations. Here is how we will use this.</p>\n<p>First, we calculate its historical TTM FCF yield. For example, the company now has a market capitalization of $1.826 trillion, according to<i>Yahoo! Finance</i>, which usually has the best calculations. Therefore, if we divide its TTM FCF of $58.536 by its $1,826 billion market cap, the FCF yield works out to 3.2%.</p>\n<p>Next, we can divide our forecast of $75.89 billion in 2022 FCF by its TTM FCF yield of 3.2%. That derives a new target market value of $2.37 trillion. In other words, GOOG stock has a target market cap that is 29.88% higher than today’s price. Therefore, using yesterday’s closing price of $2,730.81, its target price is $3,546 per share.</p>\n<p><b>What To Do With GOOG Stock</b></p>\n<p>In other words, starting with the company’s much higher FCF margins and projecting these out against 2022 revenue, GOOG stock should rise at least 30% sometime over the next year. That assumes a fairly high 3.2% FCF yield. It is very possible that the yield could rise, which would lower the target price.</p>\n<p>For example, consider this. Above, we projected that Alphabet will produce $66.3 billion in FCF this year. But that represents a higher 3.63% FCF yield on today’s $1,826 billion market cap. Applying this higher 3.63% FCF yield to its 2022 estimates would result in a lower price target than my 30% expected gain.</p>\n<p>I don’t think that is what will happen in reality. Don’t forget that we assume that the company will have a much higher FCF margin in 2022 than its historical TTM FCF. Therefore, the value of the company should be higher. That implies the FCF yield should be low such as the 3.2% FCF yield I used. If you are following me so far, this means that my projections are likely to come to pass on a historical basis, albeit in the future.</p>\n<p>Bottom line — GOOG stock is a buy, as it is likely to move at least 30% higher assuming its FCF stays as strong as just shown in Q2.</p>","source":"lsy1606302653667","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>Alphabet Is Worth $3,554 Based on Its Powerful Free Cash Flow</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\">\nAlphabet Is Worth $3,554 Based on Its Powerful Free Cash Flow\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-01 10:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/07/goog-stock-is-worth-3554-or-30-percent-more-based-on-26-5-percent-fcf-margins/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>GOOG stock will benefit in 2022 from its higher FCF margins, so that with a 3.2% FCF yield it will be worth 30% more.\n\nAlphabet(NASDAQ:GOOG, NASDAQ:GOOGL) just reported stellar second-quarter results,...</p>\n\n<a href=\"https://investorplace.com/2021/07/goog-stock-is-worth-3554-or-30-percent-more-based-on-26-5-percent-fcf-margins/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","QNETCN":"纳斯达克中美互联网老虎指数","GOOG":"谷歌","09086":"华夏纳指-U","03086":"华夏纳指"},"source_url":"https://investorplace.com/2021/07/goog-stock-is-worth-3554-or-30-percent-more-based-on-26-5-percent-fcf-margins/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122171439","content_text":"GOOG stock will benefit in 2022 from its higher FCF margins, so that with a 3.2% FCF yield it will be worth 30% more.\n\nAlphabet(NASDAQ:GOOG, NASDAQ:GOOGL) just reported stellar second-quarter results, in terms of both revenue and earnings. But even more importantly, its free cash flow (FCF) grew substantially, both in absolute numbers and FCF margins. As a result, I believe that GOOG stock is now worth at least 30% more or $3,554 per share. This article will describe how I came up with that valuation.\nOn July 27, Alphabet, the parent of online search engine Google that makes most of its money from advertising, reported a huge 62% revenue gain on a year-0ver-year (YOY) basis. Even on a quarter-over-quarter basis, its revenue of $61.88 billion in Q2 grew by 11.87% from $55.314 billion in Q1.\nThat implies an annualized run rate of 56.6%. So that coincides with its historical 62% YOY rate, implying that next year the company will show 57% YOY revenue growth.\nOf course, this assumes that advertising growth — and the economy in general — stay red hot.\nEstimating Google’s FCF\nBut more importantly, its FCF rose to $16.394 billion, which can beseen on page 7of the earnings release. Alphabet is one of the few companies that help investors by calculating their own FCF figures. For example, last quarter its FCF was $13.347 billion (also onpage 7 of the Q1 report). This shows that its quarterly FCF growth was 22.83% just on a QOQ basis. That implies a huge run rate growth rate, although this is not what I will use to project out its future FCF.\nI think it is better to look at Alphabet’s FCF margins to forecast its future FCF. For example, in Q2 its $16.4 billion FCF represents 26.5% of its $61.88 billion in revenue. That is a huge gain over its FCF margins. Dividing $13.347 billion in Q1 FCF by revenue of $55.314 billion shows that Q1 FCF margins were just 24.1%.\nSo, going forward let’s estimate that FCF will be 26.5% of its forecast revenue. For example,Seeking Alphashows that analystsproject 2021 revenue of $250.29 billion. That implies its 2021 FCF will be $66.3 billion this year. But this is likely now already implied or discounted in the GOOG stock price.\nWe should probably use 2022 estimates since the market will soon start valuing GOOG stock on its 2002 numbers. Seeking Alpha indicates $286.36 billion for 2022. Applying the 26.5% FCF margin to this estimate yields an FCF estimate of $75.89 billion. That is substantially higher than the estimates for 2021 FCF. We can now use this to value GOOG stock.\nWhat GOOG Stock Is Now Worth\nOne way to value GOOG stock is to use its historical FCF yield and apply it to our future FCF estimate. For example, in the trailing 12 months (TTM) to June 30, Alphabet produced $58.536 billion in FCF. This can be seen onSeeking Alpha’shistorical FCF pageby subtracting its TTM capex from its TTM cash flow from operations. Here is how we will use this.\nFirst, we calculate its historical TTM FCF yield. For example, the company now has a market capitalization of $1.826 trillion, according toYahoo! Finance, which usually has the best calculations. Therefore, if we divide its TTM FCF of $58.536 by its $1,826 billion market cap, the FCF yield works out to 3.2%.\nNext, we can divide our forecast of $75.89 billion in 2022 FCF by its TTM FCF yield of 3.2%. That derives a new target market value of $2.37 trillion. In other words, GOOG stock has a target market cap that is 29.88% higher than today’s price. Therefore, using yesterday’s closing price of $2,730.81, its target price is $3,546 per share.\nWhat To Do With GOOG Stock\nIn other words, starting with the company’s much higher FCF margins and projecting these out against 2022 revenue, GOOG stock should rise at least 30% sometime over the next year. That assumes a fairly high 3.2% FCF yield. It is very possible that the yield could rise, which would lower the target price.\nFor example, consider this. Above, we projected that Alphabet will produce $66.3 billion in FCF this year. But that represents a higher 3.63% FCF yield on today’s $1,826 billion market cap. Applying this higher 3.63% FCF yield to its 2022 estimates would result in a lower price target than my 30% expected gain.\nI don’t think that is what will happen in reality. Don’t forget that we assume that the company will have a much higher FCF margin in 2022 than its historical TTM FCF. Therefore, the value of the company should be higher. That implies the FCF yield should be low such as the 3.2% FCF yield I used. If you are following me so far, this means that my projections are likely to come to pass on a historical basis, albeit in the future.\nBottom line — GOOG stock is a buy, as it is likely to move at least 30% higher assuming its FCF stays as strong as just shown in Q2.","news_type":1},"isVote":1,"tweetType":1,"viewCount":244,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802585244,"gmtCreate":1627788568888,"gmtModify":1703495886969,"author":{"id":"3582024918476098","authorId":"3582024918476098","name":"immryan","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582024918476098","authorIdStr":"3582024918476098"},"themes":[],"htmlText":"Good ! like :)","listText":"Good ! like :)","text":"Good ! like :)","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/802585244","repostId":"1142925544","repostType":4,"repost":{"id":"1142925544","kind":"news","pubTimestamp":1627787240,"share":"https://ttm.financial/m/news/1142925544?lang=&edition=fundamental","pubTime":"2021-08-01 11:07","market":"us","language":"en","title":"Investors, Beware! Stocks Are Entering the Most Dangerous Stretch of the Year","url":"https://stock-news.laohu8.com/highlight/detail?id=1142925544","media":"Barron's","summary":"“Yes, it’s summer, my time of year,”as the group War sangin that golden oldie “Summer” from the 1970","content":"<p>“Yes, it’s summer, my time of year,”as the group War sangin that golden oldie “Summer” from the 1970s, recalling pleasant times at the beach or by the barbecue. No need to remind anyone back then of droughts, wildfires, or Covid-19 surges that are unfortunate features of the steamy season this year.</p>\n<p>But the coming of August also means entering what historically has been the most treacherous stretch of the year for stocks, according to data going back to 1928 compiled by Bank of America analyst Stephen Suttmeier. He finds that theS&amp;P 500index had a negative return averaging 0.03% in August, September, and October—the worst three-month span of the year for the big-cap benchmark. In fact, they constitute the only three-month period that averages in the red.</p>\n<p>August actually is bracketed by the best and worst months of the year, he adds in a research note. July averages a 1.58% return on the S&amp;P 500, with positive results 59.1% of the time, while September averages a negative 1.03%, ending in the plus column less than half of the time, or 45%.</p>\n<p>This July did even better than the norm, with the S&amp;P 500 gaining 2.27%. It also was the sixth consecutive up month for the index—the longest positive streak since September 2018, according to Dow Jones’ statistical mavens. During that period, its cumulative advance was 18.34%.</p>\n<p>August’s record is in between, with an average 0.70% S&amp;P 500 return and positive results 58.1% of the time, marking a transition from the “summer rip” to the “fall dip.”</p>\n<p>Not surprisingly, the laggard returns of the August-October period are accompanied by an uptick in volatility, Suttmeier finds. Based on records going back to 1992, theCboe Volatility Index,or VIX, has often seen spikes during those months, following relatively subdued volatility in the April-July period.</p>\n<p>Past isn’t necessarily prologue, but if it is, the timing of the initial public offering byRobinhood Markets(ticker: HOOD) might prove propitious, if the stock market does have its typical seasonal rough patch. The online broker, whose putative mission is to open investing to novices supposedly ignored by established outfits, sold 55 million shares at $38 on Thursday. In the process, it provided a valuable lesson to all those who got in on the IPO: Buy low and sell high.</p>\n<p>The company evidently fulfilled the latter imperative, selling its shares high, even though they were priced at the low end of the expected $38-$42 range. Their price sank 8.4% on their first day of trading, although they recouped a bit on Friday. By week’s end, buyers of Robinhood’s IPO who held were down 7.5%.</p>\n<p>Among those who sold high were the company’s co-founders, CEO Vladimir Tenev and Chief Creative Officer Baiju Bhatt, who each offloaded 1.25 million shares in the IPO. As my illustrious predecessor, Alan Abelson, liked to observe, there are many good reasons to sell a stock, but expecting it to go up isn’t one of them. That has never been more true, given the ability of rich owners to monetize their assets by borrowing against them cheaply, and without incurring capital-gains taxes.</p>\n<p>To be sure, Tenev and Bhatt still have significant stakes in Robinhood. Asour colleague Avi Salzman reported, these were worth $2.5 billion at the initial offering price, and Tenev and Bhatt retain voting control. The two also could receive awards of shares worth as much as $6.7 billion for Tenev and $4 billion for Bhatt, if the stock hits $300, or nearly the proverbial ten-bagger from here.</p>\n<p>But in a blow against income inequality, the potential billionaire pair took symbolic pay cuts, to $34,248, the average annual wage of American workers. As the comedian Yakov Smirnoff likes to say, “What a country!”</p>\n<p>How those workers are faring will be a subject of the monthly employment report slated for release this coming Friday.</p>\n<p>Economists’ forecasts for nonfarm payrolls center around a gain of 900,000. Jefferies economists Aneta Markowska and Thomas Simons estimate that the increase could top the long-anticipated one million mark; they forecast 1.2 million.</p>\n<p>Markowska and Simons think the expiration of supplemental unemployment benefits in some states will boost the labor supply, although that is a matter of significant debate. (For more on the jobs market, seethis week’s cover story.)</p>\n<p></p>","source":"lsy1610680873436","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>Investors, Beware! Stocks Are Entering the Most Dangerous Stretch of the Year</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nInvestors, Beware! Stocks Are Entering the Most Dangerous Stretch of the Year\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-01 11:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/stocks-news-robinhood-sp500-51627692215?mod=hp_LATEST><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>“Yes, it’s summer, my time of year,”as the group War sangin that golden oldie “Summer” from the 1970s, recalling pleasant times at the beach or by the barbecue. No need to remind anyone back then of ...</p>\n\n<a href=\"https://www.barrons.com/articles/stocks-news-robinhood-sp500-51627692215?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":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index","SPY":"标普500ETF"},"source_url":"https://www.barrons.com/articles/stocks-news-robinhood-sp500-51627692215?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142925544","content_text":"“Yes, it’s summer, my time of year,”as the group War sangin that golden oldie “Summer” from the 1970s, recalling pleasant times at the beach or by the barbecue. No need to remind anyone back then of droughts, wildfires, or Covid-19 surges that are unfortunate features of the steamy season this year.\nBut the coming of August also means entering what historically has been the most treacherous stretch of the year for stocks, according to data going back to 1928 compiled by Bank of America analyst Stephen Suttmeier. He finds that theS&P 500index had a negative return averaging 0.03% in August, September, and October—the worst three-month span of the year for the big-cap benchmark. In fact, they constitute the only three-month period that averages in the red.\nAugust actually is bracketed by the best and worst months of the year, he adds in a research note. July averages a 1.58% return on the S&P 500, with positive results 59.1% of the time, while September averages a negative 1.03%, ending in the plus column less than half of the time, or 45%.\nThis July did even better than the norm, with the S&P 500 gaining 2.27%. It also was the sixth consecutive up month for the index—the longest positive streak since September 2018, according to Dow Jones’ statistical mavens. During that period, its cumulative advance was 18.34%.\nAugust’s record is in between, with an average 0.70% S&P 500 return and positive results 58.1% of the time, marking a transition from the “summer rip” to the “fall dip.”\nNot surprisingly, the laggard returns of the August-October period are accompanied by an uptick in volatility, Suttmeier finds. Based on records going back to 1992, theCboe Volatility Index,or VIX, has often seen spikes during those months, following relatively subdued volatility in the April-July period.\nPast isn’t necessarily prologue, but if it is, the timing of the initial public offering byRobinhood Markets(ticker: HOOD) might prove propitious, if the stock market does have its typical seasonal rough patch. The online broker, whose putative mission is to open investing to novices supposedly ignored by established outfits, sold 55 million shares at $38 on Thursday. In the process, it provided a valuable lesson to all those who got in on the IPO: Buy low and sell high.\nThe company evidently fulfilled the latter imperative, selling its shares high, even though they were priced at the low end of the expected $38-$42 range. Their price sank 8.4% on their first day of trading, although they recouped a bit on Friday. By week’s end, buyers of Robinhood’s IPO who held were down 7.5%.\nAmong those who sold high were the company’s co-founders, CEO Vladimir Tenev and Chief Creative Officer Baiju Bhatt, who each offloaded 1.25 million shares in the IPO. As my illustrious predecessor, Alan Abelson, liked to observe, there are many good reasons to sell a stock, but expecting it to go up isn’t one of them. That has never been more true, given the ability of rich owners to monetize their assets by borrowing against them cheaply, and without incurring capital-gains taxes.\nTo be sure, Tenev and Bhatt still have significant stakes in Robinhood. Asour colleague Avi Salzman reported, these were worth $2.5 billion at the initial offering price, and Tenev and Bhatt retain voting control. The two also could receive awards of shares worth as much as $6.7 billion for Tenev and $4 billion for Bhatt, if the stock hits $300, or nearly the proverbial ten-bagger from here.\nBut in a blow against income inequality, the potential billionaire pair took symbolic pay cuts, to $34,248, the average annual wage of American workers. As the comedian Yakov Smirnoff likes to say, “What a country!”\nHow those workers are faring will be a subject of the monthly employment report slated for release this coming Friday.\nEconomists’ forecasts for nonfarm payrolls center around a gain of 900,000. Jefferies economists Aneta Markowska and Thomas Simons estimate that the increase could top the long-anticipated one million mark; they forecast 1.2 million.\nMarkowska and Simons think the expiration of supplemental unemployment benefits in some states will boost the labor supply, although that is a matter of significant debate. (For more on the jobs market, seethis week’s cover story.)","news_type":1},"isVote":1,"tweetType":1,"viewCount":243,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802361950,"gmtCreate":1627719464970,"gmtModify":1703495198923,"author":{"id":"3582024918476098","authorId":"3582024918476098","name":"immryan","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582024918476098","authorIdStr":"3582024918476098"},"themes":[],"htmlText":"Like! Thanks&nbsp;","listText":"Like! Thanks&nbsp;","text":"Like! Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/802361950","repostId":"1147779023","repostType":4,"repost":{"id":"1147779023","kind":"news","pubTimestamp":1627716124,"share":"https://ttm.financial/m/news/1147779023?lang=&edition=fundamental","pubTime":"2021-07-31 15:22","market":"us","language":"en","title":"You can beat stock market indexes — this fund manager has, and this is how she and her team did it","url":"https://stock-news.laohu8.com/highlight/detail?id=1147779023","media":"MarketWatch","summary":"Five key lessons on outperformance from Prabha Ram at the American Century Focused Dynamic Growth Fu","content":"<blockquote>\n <b>Five key lessons on outperformance from Prabha Ram at the American Century Focused Dynamic Growth Fund.</b>\n</blockquote>\n<p>Investing is a tough game. That’s why so many mutual funds lag behind their indices.</p>\n<p>So when you find a fund with a great record, it pays to investigate what the fund managers are doing — to learn some lessons.</p>\n<p>The American Century Focused Dynamic Growth FundACFSXfits the bill. The $2.8 billion fund beats its Russell 1000 Growth&nbsp;Index by over 6 percentage points annualized over the past three and five years, according toMorningstar. It outperforms its large-growth category by 8.6 percentage points annualized over five years. It has a reasonable 0.65% expense ratio.</p>\n<p>The fund is co-managed by Prabha Ram, who I recently caught up with. Raised in India, Ram came to the U.S. as a teaching assistant at the University of Maine, where she earned a master’s degree in computer science. She went on to receive an MBA at the Wharton School at the University of Pennsylvania. Ram and three other portfolio managers have led this fund since 2016.</p>\n<p>Here are the five key takeaways, with examples of specific stocks.</p>\n<p><b>1. Own companies that can “land and expand” in big markets</b></p>\n<p>Even though we’ve been in the digital age for years, many small companies still do much of their business on paper. Bill.comBILLwants to change that. The company was founded by CEO René Lacerte, who in the late 1990s started the online payroll company PayCycle, which was acquired by Intuit.</p>\n<p>Bill.com helps small companies go digital in accounts payable and receivable payments. But that’s just the start. Once inside a company, Bill.com digitizes other areas like cash and expense account management.</p>\n<p>Bill.com “lands and expands” at clients, but it also uses their business partners to create a network of leads.</p>\n<p>“Every vendor is a network member, even if it is not a Bill.com customer,” says Ram. This network has about 2.5 million members. Bill.com also gets prospects from its partners, including Bank of AmericaBAC,JPMorgan ChaseJPMand American ExpressAXP.Sales grew 45% in the first quarter.</p>\n<p>Founder-run companies such as this one are worth considering because they often outperform.</p>\n<p><b>2. Seek out innovators</b></p>\n<p>Ram’s portfolio contains obvious innovators, including TeslaTSLA,Amazon.comAMZNand AlphabetGOOGL,her top three positions. Let’s look beyond technology — to beer.</p>\n<p>Back in the 1980s, Boston Beer founder Jim Koch began taking share from beer giants Anheuser-Busch InBevBUDand HeinekenHEINYby rolling out successful “craft” brews, starting with Samuel Adams. Koch helped invent the craft brew category, essentially taking the country back to pre-Prohibition days when the U.S. had hundreds of regional breweries making more flavorful beers for local tastes.</p>\n<p>Boston Beer stock did very well, but then it stalled during 2015-2017 as beer sales overall went flat. In response, Boston Beer helped put a new category on the map — with its Truly Hard Seltzer brand rolled out in 2106. It remains one of the leading hard seltzers.</p>\n<p>“We were drawn to the company because of its history of innovation,” says Ram, referring to her fund’s early position from the second quarter of 2016. “The stock was doing poorly because the beer market was flattening, but they were coming up with Truly Hard Seltzer. Truly was more successful than we anticipated. It created a new category.”</p>\n<p>This penchant for innovation at Boston Beer has helped keep Ram’s fund in the name. Other successful Boston Beer brands include Twisted Tea, Angry Orchard and Dogfish Head.</p>\n<p>A key takeaway here is that to find innovative companies, look for the ones led by people who have demonstrated a knack for innovation in the past. Innovative managers tend to keep on innovating. Boston Beer continually tests new seltzers, beers, hard ciders, distilled spirits and other drinks. Shareholders are betting they will come through again.</p>\n<p>They’ll need the help. Boston Beer shares fell 20% on July 23 because so many competitors entered the hard cider niche. Sales grew 33% but net income fell 1.6% as the company jacked up advertising costs to try to combat the competition. The company slashed estimates for the year on an expected slowdown in sales growth.</p>\n<p>But don’t count out this innovator yet.</p>\n<p>“We recently announced plans to develop new innovative beverages with&nbsp;Beam Suntory&nbsp;that we are planning to launch in early 2022,” Boston Beer’s Koch said. Beam Suntory&nbsp;sells Jim Beam whiskey and other brands of spirits. “We believe these new beverages will further demonstrate our ability to innovate and grow our business as drinker preferences evolve.”</p>\n<p><b>3. Look for companies that can create and dominate a niche</b></p>\n<p>For years as the gig economy emerged, the big credit card companies didn’t really care that much if the local yoga instructor could accept payments with a credit card. SquareSQrecognized this as an opportunity. So it launched its card payment device business in 2009. Since then, it has grown by taking on larger customers, and expanding into new lines of business in financial services such as cash management, debit cards loans and tax filing. Transaction-based revenue grew 27% in the first quarter, and subscription and services revenue soared 88%.</p>\n<p>This is a great example of a company that created a business niche. But it’s also a “land and expand” company because it grows by offering customers new services. Both qualities help companies maintain the competitive advantage Ram likes see in investments.</p>\n<p><b>4. Buy companies in the early stages of rapid growth</b></p>\n<p>One way to find these is to identify companies developing products that will transform an entire industry. Ram thinks that is the case with Alnylam PharmaceuticalsALNY.It’s developing novel therapies base on a technique called RNA interference (RNAi). Inside the body, messenger RNA (mRNA) encodes proteins we need, based on signals from RNA. Sometimes mRNA gets the signals crossed, and it encodes flawed proteins. This causes diseases.</p>\n<p>Alnylam has developed a way to tweak the RNAi pathway to silence the flawed signaling and block the creation of disease-causing proteins. So far, Alnylam has four approved RNAi-based medicines that treat rare hereditary diseases. The company has a dozen other therapies in clinical studies, including six in late-stage development.</p>\n<p>“This is a completely new area of therapeutics,” says Ram. “It is a platform of products that can treat a variety of conditions.”</p>\n<p><b>5. Hold stocks for the long term</b></p>\n<p>All of the names above are large positions in Ram’s fund, which tells me that Ram and her team think they have considerably more upside. If you buy any of them, though, remember you have to do so with a multi-year time horizon. That’s what Ram’s fund does. It has a low annual portfolio turnover of 27%. It’s important to have a long-term view, because it is so tough to call short-term moves in the stock market or in stocks, and you need to give companies time to develop.</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>You can beat stock market indexes — this fund manager has, and this is how she and her team did it</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\">\nYou can beat stock market indexes — this fund manager has, and this is how she and her team did it\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-31 15:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/you-can-beat-stock-market-indexes-this-fund-manager-has-and-this-is-how-she-and-her-team-did-it-11627481445?mod=article_inline><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Five key lessons on outperformance from Prabha Ram at the American Century Focused Dynamic Growth Fund.\n\nInvesting is a tough game. That’s why so many mutual funds lag behind their indices.\nSo when ...</p>\n\n<a href=\"https://www.marketwatch.com/story/you-can-beat-stock-market-indexes-this-fund-manager-has-and-this-is-how-she-and-her-team-did-it-11627481445?mod=article_inline\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","SPY":"标普500ETF",".DJI":"道琼斯"},"source_url":"https://www.marketwatch.com/story/you-can-beat-stock-market-indexes-this-fund-manager-has-and-this-is-how-she-and-her-team-did-it-11627481445?mod=article_inline","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147779023","content_text":"Five key lessons on outperformance from Prabha Ram at the American Century Focused Dynamic Growth Fund.\n\nInvesting is a tough game. That’s why so many mutual funds lag behind their indices.\nSo when you find a fund with a great record, it pays to investigate what the fund managers are doing — to learn some lessons.\nThe American Century Focused Dynamic Growth FundACFSXfits the bill. The $2.8 billion fund beats its Russell 1000 Growth Index by over 6 percentage points annualized over the past three and five years, according toMorningstar. It outperforms its large-growth category by 8.6 percentage points annualized over five years. It has a reasonable 0.65% expense ratio.\nThe fund is co-managed by Prabha Ram, who I recently caught up with. Raised in India, Ram came to the U.S. as a teaching assistant at the University of Maine, where she earned a master’s degree in computer science. She went on to receive an MBA at the Wharton School at the University of Pennsylvania. Ram and three other portfolio managers have led this fund since 2016.\nHere are the five key takeaways, with examples of specific stocks.\n1. Own companies that can “land and expand” in big markets\nEven though we’ve been in the digital age for years, many small companies still do much of their business on paper. Bill.comBILLwants to change that. The company was founded by CEO René Lacerte, who in the late 1990s started the online payroll company PayCycle, which was acquired by Intuit.\nBill.com helps small companies go digital in accounts payable and receivable payments. But that’s just the start. Once inside a company, Bill.com digitizes other areas like cash and expense account management.\nBill.com “lands and expands” at clients, but it also uses their business partners to create a network of leads.\n“Every vendor is a network member, even if it is not a Bill.com customer,” says Ram. This network has about 2.5 million members. Bill.com also gets prospects from its partners, including Bank of AmericaBAC,JPMorgan ChaseJPMand American ExpressAXP.Sales grew 45% in the first quarter.\nFounder-run companies such as this one are worth considering because they often outperform.\n2. Seek out innovators\nRam’s portfolio contains obvious innovators, including TeslaTSLA,Amazon.comAMZNand AlphabetGOOGL,her top three positions. Let’s look beyond technology — to beer.\nBack in the 1980s, Boston Beer founder Jim Koch began taking share from beer giants Anheuser-Busch InBevBUDand HeinekenHEINYby rolling out successful “craft” brews, starting with Samuel Adams. Koch helped invent the craft brew category, essentially taking the country back to pre-Prohibition days when the U.S. had hundreds of regional breweries making more flavorful beers for local tastes.\nBoston Beer stock did very well, but then it stalled during 2015-2017 as beer sales overall went flat. In response, Boston Beer helped put a new category on the map — with its Truly Hard Seltzer brand rolled out in 2106. It remains one of the leading hard seltzers.\n“We were drawn to the company because of its history of innovation,” says Ram, referring to her fund’s early position from the second quarter of 2016. “The stock was doing poorly because the beer market was flattening, but they were coming up with Truly Hard Seltzer. Truly was more successful than we anticipated. It created a new category.”\nThis penchant for innovation at Boston Beer has helped keep Ram’s fund in the name. Other successful Boston Beer brands include Twisted Tea, Angry Orchard and Dogfish Head.\nA key takeaway here is that to find innovative companies, look for the ones led by people who have demonstrated a knack for innovation in the past. Innovative managers tend to keep on innovating. Boston Beer continually tests new seltzers, beers, hard ciders, distilled spirits and other drinks. Shareholders are betting they will come through again.\nThey’ll need the help. Boston Beer shares fell 20% on July 23 because so many competitors entered the hard cider niche. Sales grew 33% but net income fell 1.6% as the company jacked up advertising costs to try to combat the competition. The company slashed estimates for the year on an expected slowdown in sales growth.\nBut don’t count out this innovator yet.\n“We recently announced plans to develop new innovative beverages with Beam Suntory that we are planning to launch in early 2022,” Boston Beer’s Koch said. Beam Suntory sells Jim Beam whiskey and other brands of spirits. “We believe these new beverages will further demonstrate our ability to innovate and grow our business as drinker preferences evolve.”\n3. Look for companies that can create and dominate a niche\nFor years as the gig economy emerged, the big credit card companies didn’t really care that much if the local yoga instructor could accept payments with a credit card. SquareSQrecognized this as an opportunity. So it launched its card payment device business in 2009. Since then, it has grown by taking on larger customers, and expanding into new lines of business in financial services such as cash management, debit cards loans and tax filing. Transaction-based revenue grew 27% in the first quarter, and subscription and services revenue soared 88%.\nThis is a great example of a company that created a business niche. But it’s also a “land and expand” company because it grows by offering customers new services. Both qualities help companies maintain the competitive advantage Ram likes see in investments.\n4. Buy companies in the early stages of rapid growth\nOne way to find these is to identify companies developing products that will transform an entire industry. Ram thinks that is the case with Alnylam PharmaceuticalsALNY.It’s developing novel therapies base on a technique called RNA interference (RNAi). Inside the body, messenger RNA (mRNA) encodes proteins we need, based on signals from RNA. Sometimes mRNA gets the signals crossed, and it encodes flawed proteins. This causes diseases.\nAlnylam has developed a way to tweak the RNAi pathway to silence the flawed signaling and block the creation of disease-causing proteins. So far, Alnylam has four approved RNAi-based medicines that treat rare hereditary diseases. The company has a dozen other therapies in clinical studies, including six in late-stage development.\n“This is a completely new area of therapeutics,” says Ram. “It is a platform of products that can treat a variety of conditions.”\n5. Hold stocks for the long term\nAll of the names above are large positions in Ram’s fund, which tells me that Ram and her team think they have considerably more upside. If you buy any of them, though, remember you have to do so with a multi-year time horizon. That’s what Ram’s fund does. It has a low annual portfolio turnover of 27%. It’s important to have a long-term view, because it is so tough to call short-term moves in the stock market or in stocks, and you need to give companies time to develop.","news_type":1},"isVote":1,"tweetType":1,"viewCount":266,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":806337957,"gmtCreate":1627631843479,"gmtModify":1703493731201,"author":{"id":"3582024918476098","authorId":"3582024918476098","name":"immryan","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582024918476098","authorIdStr":"3582024918476098"},"themes":[],"htmlText":"Like thanks!","listText":"Like thanks!","text":"Like thanks!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/806337957","repostId":"1137003588","repostType":4,"isVote":1,"tweetType":1,"viewCount":211,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":808662446,"gmtCreate":1627574532785,"gmtModify":1703492759200,"author":{"id":"3582024918476098","authorId":"3582024918476098","name":"immryan","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582024918476098","authorIdStr":"3582024918476098"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/808662446","repostId":"1191327663","repostType":4,"repost":{"id":"1191327663","kind":"news","pubTimestamp":1627567337,"share":"https://ttm.financial/m/news/1191327663?lang=&edition=fundamental","pubTime":"2021-07-29 22:02","market":"us","language":"en","title":"Facebook investors, are you starting to see a pattern yet?","url":"https://stock-news.laohu8.com/highlight/detail?id=1191327663","media":"MarketWatch","summary":"Facebook CFO David Wehner should change his name to David Warning every July, when he tells investor","content":"<p>Facebook CFO David Wehner should change his name to David Warning every July, when he tells investors the second half could be scary, before the company heads into another strong second half</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/05639ffbbde309a087ffe96d96f35521\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Facebook Inc. Chief Financial Officer David Wehner stares glumly into the future, constantly thinking of deceleration.</span></p>\n<p>Facebook Inc. Chief Financial Officer David Wehner is the Chicken Little of Silicon Valley, yet investors are still acting on his warnings.</p>\n<p>For the past five years, Wehner has been saying the sky will fall at Facebook&nbsp;in the second half of the year, warning repeatedly of advertising-revenue deceleration, or plateauing and negative impacts from various events. Seriously, just take a look at&nbsp;July 2016,July 2017,July 2018,July 2019&nbsp;and even&nbsp;July 2020, when Wehner warned that revenue would only grow about 10% in the third quarter (they grew more than 21%).</p>\n<p>So, of course, in July 2021, Wehner wailed another warning.</p>\n<p>“In the third and fourth quarters of 2021, we expect year-over-year total revenue growth base to decelerate significantly on a sequential basis, as we lap periods of increasingly strong growth,” Wehner said Wednesday, immediately sending Facebook shares south in after-hours trading, as has regularly been the case with his annual mid-summer caution.</p>\n<p>Wehner also warned about the impact of ongoing antitrust litigation and said Facebook expects to see some impact from the changes Apple Inc.&nbsp;has made to block out identifiers from iPhone users that would let advertisers send them targeted ads.</p>\n<p>“We continue to expect increasing ad-targeting headwinds in 2021 from regulatory and platform changes, notably the recent iOS updates which we expect to have a more significant impact in the third quarter compared to the second quarter,” he said.</p>\n<p>Wehner&nbsp;warned about the same changes from Apple in July 2020, and Facebook certainly hasn’t had trouble increasing growth since then. Starting with the quarter after Wehner’s last warning, revenue has kept growing at higher rates for four consecutive quarters — more than 21% in the third quarter of 2020, 33% in the fourth quarter, then 47% in the first three months of this year and a whopping 56%, in the quarter reported Wednesday.</p>\n<p>It’s hard to blame Wehner for being pessimistic about Facebook’s future, as the company confronts controversy after controversy and collects powerful enemies from Washington D.C. to Silicon Valley. Many on Wall Street and Main Street have also assumed Facebook’s failings would eventually show up on its balance sheet, only to see profit, sales and shares continue to grow.</p>\n<p>So far, Wehner’s warnings have followed a pretty predictable path: Investors sell off, then realize that things are not as bad as he predicted after continued strong growth, and shares continue their&nbsp;march to $1 trillion&nbsp;and beyond. For example,not long after the Cambridge Analytica scandal, shares of the social-media giant plunged 20%&nbsp;when Wehner gave his July 2018 warning that one analyst described as “nightmare guidance.” In the following third quarter,Facebook beat earnings expectations,with revenue a bit below forecasts, and Facebook stock began a climb that put it back above previous prices within a year.</p>\n<p>J. Stern &amp; Co. Chief Investment Officer Christopher Rossbach seems to have figured out the pattern, voicing caution in a Wednesday afternoon note following the latest warning.</p>\n<p>“Whilst the company will lap extremely strong growth in the second half of the year and is cautious on the impact of regulatory and iOS changes, we believe that there is still significant growth ahead,”&nbsp;he said.</p>\n<p>If you’re a Facebook investor, that is probably the advice to follow: Know that there are always reasons to be concerned about Facebook, but those reasons have failed to produce any long-term financial concerns through several years. The sky is not falling, so stop being afraid of the clouds.</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Facebook investors, are you starting to see a pattern yet?</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\">\nFacebook investors, are you starting to see a pattern yet?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-29 22:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/facebook-investors-are-you-starting-to-see-a-pattern-yet-11627520345?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Facebook CFO David Wehner should change his name to David Warning every July, when he tells investors the second half could be scary, before the company heads into another strong second half\nFacebook ...</p>\n\n<a href=\"https://www.marketwatch.com/story/facebook-investors-are-you-starting-to-see-a-pattern-yet-11627520345?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.marketwatch.com/story/facebook-investors-are-you-starting-to-see-a-pattern-yet-11627520345?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191327663","content_text":"Facebook CFO David Wehner should change his name to David Warning every July, when he tells investors the second half could be scary, before the company heads into another strong second half\nFacebook Inc. Chief Financial Officer David Wehner stares glumly into the future, constantly thinking of deceleration.\nFacebook Inc. Chief Financial Officer David Wehner is the Chicken Little of Silicon Valley, yet investors are still acting on his warnings.\nFor the past five years, Wehner has been saying the sky will fall at Facebook in the second half of the year, warning repeatedly of advertising-revenue deceleration, or plateauing and negative impacts from various events. Seriously, just take a look at July 2016,July 2017,July 2018,July 2019 and even July 2020, when Wehner warned that revenue would only grow about 10% in the third quarter (they grew more than 21%).\nSo, of course, in July 2021, Wehner wailed another warning.\n“In the third and fourth quarters of 2021, we expect year-over-year total revenue growth base to decelerate significantly on a sequential basis, as we lap periods of increasingly strong growth,” Wehner said Wednesday, immediately sending Facebook shares south in after-hours trading, as has regularly been the case with his annual mid-summer caution.\nWehner also warned about the impact of ongoing antitrust litigation and said Facebook expects to see some impact from the changes Apple Inc. has made to block out identifiers from iPhone users that would let advertisers send them targeted ads.\n“We continue to expect increasing ad-targeting headwinds in 2021 from regulatory and platform changes, notably the recent iOS updates which we expect to have a more significant impact in the third quarter compared to the second quarter,” he said.\nWehner warned about the same changes from Apple in July 2020, and Facebook certainly hasn’t had trouble increasing growth since then. Starting with the quarter after Wehner’s last warning, revenue has kept growing at higher rates for four consecutive quarters — more than 21% in the third quarter of 2020, 33% in the fourth quarter, then 47% in the first three months of this year and a whopping 56%, in the quarter reported Wednesday.\nIt’s hard to blame Wehner for being pessimistic about Facebook’s future, as the company confronts controversy after controversy and collects powerful enemies from Washington D.C. to Silicon Valley. Many on Wall Street and Main Street have also assumed Facebook’s failings would eventually show up on its balance sheet, only to see profit, sales and shares continue to grow.\nSo far, Wehner’s warnings have followed a pretty predictable path: Investors sell off, then realize that things are not as bad as he predicted after continued strong growth, and shares continue their march to $1 trillion and beyond. For example,not long after the Cambridge Analytica scandal, shares of the social-media giant plunged 20% when Wehner gave his July 2018 warning that one analyst described as “nightmare guidance.” In the following third quarter,Facebook beat earnings expectations,with revenue a bit below forecasts, and Facebook stock began a climb that put it back above previous prices within a year.\nJ. Stern & Co. Chief Investment Officer Christopher Rossbach seems to have figured out the pattern, voicing caution in a Wednesday afternoon note following the latest warning.\n“Whilst the company will lap extremely strong growth in the second half of the year and is cautious on the impact of regulatory and iOS changes, we believe that there is still significant growth ahead,” he said.\nIf you’re a Facebook investor, that is probably the advice to follow: Know that there are always reasons to be concerned about Facebook, but those reasons have failed to produce any long-term financial concerns through several years. The sky is not falling, so stop being afraid of the clouds.","news_type":1},"isVote":1,"tweetType":1,"viewCount":172,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":808668638,"gmtCreate":1627574444824,"gmtModify":1703492756207,"author":{"id":"3582024918476098","authorId":"3582024918476098","name":"immryan","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582024918476098","authorIdStr":"3582024918476098"},"themes":[],"htmlText":"Like!","listText":"Like!","text":"Like!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/808668638","repostId":"2155188411","repostType":4,"isVote":1,"tweetType":1,"viewCount":213,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":806337957,"gmtCreate":1627631843479,"gmtModify":1703493731201,"author":{"id":"3582024918476098","authorId":"3582024918476098","name":"immryan","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582024918476098","authorIdStr":"3582024918476098"},"themes":[],"htmlText":"Like thanks!","listText":"Like thanks!","text":"Like thanks!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/806337957","repostId":"1137003588","repostType":4,"isVote":1,"tweetType":1,"viewCount":211,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":804792539,"gmtCreate":1627978585121,"gmtModify":1703498982920,"author":{"id":"3582024918476098","authorId":"3582024918476098","name":"immryan","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582024918476098","authorIdStr":"3582024918476098"},"themes":[],"htmlText":"Like ! Good&nbsp;","listText":"Like ! Good&nbsp;","text":"Like ! Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/804792539","repostId":"2156462011","repostType":4,"repost":{"id":"2156462011","kind":"news","pubTimestamp":1627978238,"share":"https://ttm.financial/m/news/2156462011?lang=&edition=fundamental","pubTime":"2021-08-03 16:10","market":"us","language":"en","title":"Sanofi to Buy Translate Bio for $3.2 Billion in mRNA Push","url":"https://stock-news.laohu8.com/highlight/detail?id=2156462011","media":"Bloomberg","summary":"(Bloomberg) -- Sanofi agreed to acquire its messenger-RNA development partner Translate Bio Inc. for","content":"<p>(Bloomberg) -- <a href=\"https://laohu8.com/S/GCVRZ\">Sanofi</a> agreed to acquire its messenger-RNA development partner <a href=\"https://laohu8.com/S/TBIO\">Translate Bio Inc.</a> for $3.2 billion, scooping up a biotech company steeped in the technology behind some of the world’s top-selling Covid-19 vaccines.</p>\n<p>The French drugmaker will pay $38 in cash for each of Translate Bio’s shares, a 30% premium to Monday’s closing price. The boards of directors of both companies approved the transaction, according to a statement Tuesday.</p>\n<p>Ordinarily a giant in the vaccines space, Sanofi is playing catch-up with Covid after upstarts <a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a> and Moderna Inc. raced ahead with highly effective mRNA shots that have now been injected into arms more than a billion times. Those two companies have been lavishly rewarded for their pioneering work, with Moderna’s market valuation rocketing toward $140 billion as of Monday and BioNTech’s valuation now exceeding $80 billion.</p>\n<p>Pfizer Inc., which is partnered with Germany’s BioNTech, said last week that their Covid shot could bring in $33.5 billion in revenue this year alone.</p>\n<p>“Our goal is to unlock the potential of mRNA in other strategic areas such as immunology, oncology and rare diseases in addition to vaccines,” Sanofi Chief Executive Officer Paul Hudson said in the statement.</p>\n<p>Sanofi hasn’t brought a Covid vaccine to market yet. Its leading candidate is based on the recombinant-protein technology already in use in the company’s seasonal flu shots. That product, which was subject to months of delays, is now in a late-stage trial and could be cleared by regulators by the end of this year.</p>\n<p>But Sanofi has also been developing an mRNA Covid shot with Translate Bio since March 2020. That effort grew out of a partnership between the companies, forged in 2018, to develop mRNA vaccines for as many as five infectious-disease pathogens. Their Covid candidate is currently in an early-stage trial, with results expected by the end of September, and it could be approved, if all goes well, in 2022.</p>\n<p><b>Product Pipeline</b></p>\n<p>Translate Bio, based in Lexington, Massachusetts, also has an early-stage vaccine for influenza with Sanofi, with results expected later this year. Its pipeline of other products includes experimental therapies for cystic fibrosis and other lung ailments, along with treatments for diseases that affect the liver.</p>\n<p>Translate Bio CEO Ronald Renaud and its largest shareholder, The Baupost Group LLC, have both signed binding commitments to support the tender offer, with their stakes and shares already held by Sanofi representing about 30% of total outstanding stock, the statement said. Sanofi expects to close the deal later this quarter.</p>\n<p>In June, Sanofi announced plans to invest about $480 million a year in mRNA technology with a newly created “center of excellence” focused on everything from basic research to manufacturing. That initiative is aimed at speeding up the pipeline of mRNA products being developed by Sanofi and Translate Bio, along with making mRNA shots that are more stable at average temperatures and less likely to cause side effects.</p>\n<p>Sanofi expects at least six mRNA vaccine candidates in clinical trials by 2025.</p>\n<p>Translate Bio surged over 29%&nbsp;in premarket trading,&nbsp;Sanofi was up 0.08% in premarket trading.</p>\n<p><img src=\"https://static.tigerbbs.com/8514618a621d11049dd9b715b8471eb9\" tg-width=\"946\" tg-height=\"633\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/64fb14c92d3c3139477018d687b800a2\" tg-width=\"946\" tg-height=\"633\" referrerpolicy=\"no-referrer\"></p>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Sanofi to Buy Translate Bio for $3.2 Billion in mRNA Push</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\">\nSanofi to Buy Translate Bio for $3.2 Billion in mRNA Push\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-03 16:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2021-08-02/sanofi-offers-to-buy-translate-bio-in-mrna-push-reuters-reports?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Bloomberg) -- Sanofi agreed to acquire its messenger-RNA development partner Translate Bio Inc. for $3.2 billion, scooping up a biotech company steeped in the technology behind some of the world’s ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2021-08-02/sanofi-offers-to-buy-translate-bio-in-mrna-push-reuters-reports?srnd=premium-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6ad7ed6b96b448ffcc5b5501b0dc346c","relate_stocks":{"TBIO":"TELESIS BIO","SNYNF":"Sanofi","BNTX":"BioNTech SE","MRNA":"Moderna, Inc.","SNY":"赛诺菲安万特"},"source_url":"https://www.bloomberg.com/news/articles/2021-08-02/sanofi-offers-to-buy-translate-bio-in-mrna-push-reuters-reports?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2156462011","content_text":"(Bloomberg) -- Sanofi agreed to acquire its messenger-RNA development partner Translate Bio Inc. for $3.2 billion, scooping up a biotech company steeped in the technology behind some of the world’s top-selling Covid-19 vaccines.\nThe French drugmaker will pay $38 in cash for each of Translate Bio’s shares, a 30% premium to Monday’s closing price. The boards of directors of both companies approved the transaction, according to a statement Tuesday.\nOrdinarily a giant in the vaccines space, Sanofi is playing catch-up with Covid after upstarts BioNTech SE and Moderna Inc. raced ahead with highly effective mRNA shots that have now been injected into arms more than a billion times. Those two companies have been lavishly rewarded for their pioneering work, with Moderna’s market valuation rocketing toward $140 billion as of Monday and BioNTech’s valuation now exceeding $80 billion.\nPfizer Inc., which is partnered with Germany’s BioNTech, said last week that their Covid shot could bring in $33.5 billion in revenue this year alone.\n“Our goal is to unlock the potential of mRNA in other strategic areas such as immunology, oncology and rare diseases in addition to vaccines,” Sanofi Chief Executive Officer Paul Hudson said in the statement.\nSanofi hasn’t brought a Covid vaccine to market yet. Its leading candidate is based on the recombinant-protein technology already in use in the company’s seasonal flu shots. That product, which was subject to months of delays, is now in a late-stage trial and could be cleared by regulators by the end of this year.\nBut Sanofi has also been developing an mRNA Covid shot with Translate Bio since March 2020. That effort grew out of a partnership between the companies, forged in 2018, to develop mRNA vaccines for as many as five infectious-disease pathogens. Their Covid candidate is currently in an early-stage trial, with results expected by the end of September, and it could be approved, if all goes well, in 2022.\nProduct Pipeline\nTranslate Bio, based in Lexington, Massachusetts, also has an early-stage vaccine for influenza with Sanofi, with results expected later this year. Its pipeline of other products includes experimental therapies for cystic fibrosis and other lung ailments, along with treatments for diseases that affect the liver.\nTranslate Bio CEO Ronald Renaud and its largest shareholder, The Baupost Group LLC, have both signed binding commitments to support the tender offer, with their stakes and shares already held by Sanofi representing about 30% of total outstanding stock, the statement said. Sanofi expects to close the deal later this quarter.\nIn June, Sanofi announced plans to invest about $480 million a year in mRNA technology with a newly created “center of excellence” focused on everything from basic research to manufacturing. That initiative is aimed at speeding up the pipeline of mRNA products being developed by Sanofi and Translate Bio, along with making mRNA shots that are more stable at average temperatures and less likely to cause side effects.\nSanofi expects at least six mRNA vaccine candidates in clinical trials by 2025.\nTranslate Bio surged over 29% in premarket trading, Sanofi was up 0.08% in premarket trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":80,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":174518457,"gmtCreate":1627110319079,"gmtModify":1703484434941,"author":{"id":"3582024918476098","authorId":"3582024918476098","name":"immryan","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582024918476098","authorIdStr":"3582024918476098"},"themes":[],"htmlText":"Like!","listText":"Like!","text":"Like!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/174518457","repostId":"1191636755","repostType":4,"repost":{"id":"1191636755","kind":"news","pubTimestamp":1627084309,"share":"https://ttm.financial/m/news/1191636755?lang=&edition=fundamental","pubTime":"2021-07-24 07:51","market":"us","language":"en","title":"Tesla Earnings Are Coming. Here’s the One Number That Matters.","url":"https://stock-news.laohu8.com/highlight/detail?id=1191636755","media":"Barrons","summary":"Tesla’s second-quarter earnings are just around the corner, and investors should gear up for a likel","content":"<p>Tesla’s second-quarter earnings are just around the corner, and investors should gear up for a likely very complicated report.</p>\n<p>There are a lot of moving parts, even more than usual for the world’s most valuable car company and its iconoclast CEO Elon Musk. Figuring out if the stock will go up or down, however, shouldn’t be all that difficult.</p>\n<p>The EV pioneer will report after the close of trading on Monday,July 26. Wall Street is looking for&nbsp;Tesla to report about 94 cents in per-share earnings from $11.5 billion in sales, according to FactSet. Beating analyst estimates is important, almost required, for any stock to remain stable in post-earnings trading. That’s true for Tesla as well.</p>\n<p>There are plenty of factors that will contribute to bottom-line earnings—the global&nbsp;semiconductor&nbsp;shortage,vehicle pricing, vehicle gross profit margins, and the level of profitability in Tesla’s battery storage business. In the end, however, investors will want to see a record in operating profits—no matter how it happens. That’s what could break shares out of their recent range.</p>\n<p><img src=\"https://static.tigerbbs.com/eb9cfd5cbe6d36d06167f82af45447d1\" tg-width=\"869\" tg-height=\"580\" width=\"100%\" height=\"auto\"></p>\n<p>Tesla reported more than $800 million in operating profits in the 2020 third quarter, and the stock more than doubled to around $860 in the three-month span that followed. But since operating profit growth largely paused in the subsequent quarters, shares have traded down from roughly $860 to around $640 recently. Profit stagnation has meant stock stagnation, too.</p>\n<p>The good news for Tesla bulls is Wall Street is projecting a fresh record: Operating profit is expected to be $835 million for the second quarter, driven by strong deliveries. The 2021 second quarter marked the first time Tesla delivered&nbsp;more than 200,000&nbsp;vehicles in a single quarter.</p>\n<p>After earnings are digested, there should be endless arguments among bulls and bears about the quality of earnings. For instance, one way Tesla generates sales is by selling regulatory credits—which it earns by producing more than its fair share of electric vehicles. The company generated $518 million in first-quarter credit sales, which helped Tesla&nbsp;beat earnings&nbsp;estimates. There is always debate about what is the “normal” amount of credit sales and when will those sales dry up. Eventually, both the bulls and bears expect other auto makers to sell their own EVs, cutting off that source of revenue for Tesla.</p>\n<p>There is also the issue&nbsp;of Bitcoin. Tesla recognized a small gain on its Bitcoin holdings in the first quarter, but the cryptocurrency’s prices have fallen by roughly half since their April peak. That means there is a chance of a small loss. How investors react is anyone’s guess, but don’t expect Tesla to sell out of its Bitcoin position. Musk continues to indicate his company will transact in the cryptocurrency when Bitcoin mining uses more sustainable power.</p>\n<p>Investors will also want to know when Tesla’s new Germany plant and Austin, Texas facility will start delivering cars. The Austin plant will build Tesla’s&nbsp;Cybertruck. There will also likely be questions about advances in Tesla’s driver-assistance functions—the company recently started selling its driver-assistance software&nbsp;as a subscription—and how much money the company could make from its charging network. Musk tweeted this week Tesla would open its&nbsp;charging network&nbsp;to other EVs down the road.</p>\n<p>All those topics and more should come up on the earningsconference callscheduled for 5:30 p.m. ET on Monday. Year to date, Tesla stock is down roughly 9%, trailing behind comparable 17% and 15% respective gains of theS&amp;P 500andDow Jones Industrial Average.Still, Tesla shares have had a strong run, up about 112% over the past 12 months.</p>","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>Tesla Earnings Are Coming. Here’s the One Number That Matters.</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\">\nTesla Earnings Are Coming. Here’s the One Number That Matters.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-24 07:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/tesla-stock-earnings-preview-51627061822?mod=hp_DAY_Theme_2_1><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla’s second-quarter earnings are just around the corner, and investors should gear up for a likely very complicated report.\nThere are a lot of moving parts, even more than usual for the world’s ...</p>\n\n<a href=\"https://www.barrons.com/articles/tesla-stock-earnings-preview-51627061822?mod=hp_DAY_Theme_2_1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.barrons.com/articles/tesla-stock-earnings-preview-51627061822?mod=hp_DAY_Theme_2_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191636755","content_text":"Tesla’s second-quarter earnings are just around the corner, and investors should gear up for a likely very complicated report.\nThere are a lot of moving parts, even more than usual for the world’s most valuable car company and its iconoclast CEO Elon Musk. Figuring out if the stock will go up or down, however, shouldn’t be all that difficult.\nThe EV pioneer will report after the close of trading on Monday,July 26. Wall Street is looking for Tesla to report about 94 cents in per-share earnings from $11.5 billion in sales, according to FactSet. Beating analyst estimates is important, almost required, for any stock to remain stable in post-earnings trading. That’s true for Tesla as well.\nThere are plenty of factors that will contribute to bottom-line earnings—the global semiconductor shortage,vehicle pricing, vehicle gross profit margins, and the level of profitability in Tesla’s battery storage business. In the end, however, investors will want to see a record in operating profits—no matter how it happens. That’s what could break shares out of their recent range.\n\nTesla reported more than $800 million in operating profits in the 2020 third quarter, and the stock more than doubled to around $860 in the three-month span that followed. But since operating profit growth largely paused in the subsequent quarters, shares have traded down from roughly $860 to around $640 recently. Profit stagnation has meant stock stagnation, too.\nThe good news for Tesla bulls is Wall Street is projecting a fresh record: Operating profit is expected to be $835 million for the second quarter, driven by strong deliveries. The 2021 second quarter marked the first time Tesla delivered more than 200,000 vehicles in a single quarter.\nAfter earnings are digested, there should be endless arguments among bulls and bears about the quality of earnings. For instance, one way Tesla generates sales is by selling regulatory credits—which it earns by producing more than its fair share of electric vehicles. The company generated $518 million in first-quarter credit sales, which helped Tesla beat earnings estimates. There is always debate about what is the “normal” amount of credit sales and when will those sales dry up. Eventually, both the bulls and bears expect other auto makers to sell their own EVs, cutting off that source of revenue for Tesla.\nThere is also the issue of Bitcoin. Tesla recognized a small gain on its Bitcoin holdings in the first quarter, but the cryptocurrency’s prices have fallen by roughly half since their April peak. That means there is a chance of a small loss. How investors react is anyone’s guess, but don’t expect Tesla to sell out of its Bitcoin position. Musk continues to indicate his company will transact in the cryptocurrency when Bitcoin mining uses more sustainable power.\nInvestors will also want to know when Tesla’s new Germany plant and Austin, Texas facility will start delivering cars. The Austin plant will build Tesla’s Cybertruck. There will also likely be questions about advances in Tesla’s driver-assistance functions—the company recently started selling its driver-assistance software as a subscription—and how much money the company could make from its charging network. Musk tweeted this week Tesla would open its charging network to other EVs down the road.\nAll those topics and more should come up on the earningsconference callscheduled for 5:30 p.m. ET on Monday. Year to date, Tesla stock is down roughly 9%, trailing behind comparable 17% and 15% respective gains of theS&P 500andDow Jones Industrial Average.Still, Tesla shares have had a strong run, up about 112% over the past 12 months.","news_type":1},"isVote":1,"tweetType":1,"viewCount":76,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":174518887,"gmtCreate":1627110286649,"gmtModify":1703484434454,"author":{"id":"3582024918476098","authorId":"3582024918476098","name":"immryan","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582024918476098","authorIdStr":"3582024918476098"},"themes":[],"htmlText":"Like and comments! Thank you!","listText":"Like and comments! Thank you!","text":"Like and comments! Thank you!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/174518887","repostId":"1191636755","repostType":4,"repost":{"id":"1191636755","kind":"news","pubTimestamp":1627084309,"share":"https://ttm.financial/m/news/1191636755?lang=&edition=fundamental","pubTime":"2021-07-24 07:51","market":"us","language":"en","title":"Tesla Earnings Are Coming. Here’s the One Number That Matters.","url":"https://stock-news.laohu8.com/highlight/detail?id=1191636755","media":"Barrons","summary":"Tesla’s second-quarter earnings are just around the corner, and investors should gear up for a likel","content":"<p>Tesla’s second-quarter earnings are just around the corner, and investors should gear up for a likely very complicated report.</p>\n<p>There are a lot of moving parts, even more than usual for the world’s most valuable car company and its iconoclast CEO Elon Musk. Figuring out if the stock will go up or down, however, shouldn’t be all that difficult.</p>\n<p>The EV pioneer will report after the close of trading on Monday,July 26. Wall Street is looking for&nbsp;Tesla to report about 94 cents in per-share earnings from $11.5 billion in sales, according to FactSet. Beating analyst estimates is important, almost required, for any stock to remain stable in post-earnings trading. That’s true for Tesla as well.</p>\n<p>There are plenty of factors that will contribute to bottom-line earnings—the global&nbsp;semiconductor&nbsp;shortage,vehicle pricing, vehicle gross profit margins, and the level of profitability in Tesla’s battery storage business. In the end, however, investors will want to see a record in operating profits—no matter how it happens. That’s what could break shares out of their recent range.</p>\n<p><img src=\"https://static.tigerbbs.com/eb9cfd5cbe6d36d06167f82af45447d1\" tg-width=\"869\" tg-height=\"580\" width=\"100%\" height=\"auto\"></p>\n<p>Tesla reported more than $800 million in operating profits in the 2020 third quarter, and the stock more than doubled to around $860 in the three-month span that followed. But since operating profit growth largely paused in the subsequent quarters, shares have traded down from roughly $860 to around $640 recently. Profit stagnation has meant stock stagnation, too.</p>\n<p>The good news for Tesla bulls is Wall Street is projecting a fresh record: Operating profit is expected to be $835 million for the second quarter, driven by strong deliveries. The 2021 second quarter marked the first time Tesla delivered&nbsp;more than 200,000&nbsp;vehicles in a single quarter.</p>\n<p>After earnings are digested, there should be endless arguments among bulls and bears about the quality of earnings. For instance, one way Tesla generates sales is by selling regulatory credits—which it earns by producing more than its fair share of electric vehicles. The company generated $518 million in first-quarter credit sales, which helped Tesla&nbsp;beat earnings&nbsp;estimates. There is always debate about what is the “normal” amount of credit sales and when will those sales dry up. Eventually, both the bulls and bears expect other auto makers to sell their own EVs, cutting off that source of revenue for Tesla.</p>\n<p>There is also the issue&nbsp;of Bitcoin. Tesla recognized a small gain on its Bitcoin holdings in the first quarter, but the cryptocurrency’s prices have fallen by roughly half since their April peak. That means there is a chance of a small loss. How investors react is anyone’s guess, but don’t expect Tesla to sell out of its Bitcoin position. Musk continues to indicate his company will transact in the cryptocurrency when Bitcoin mining uses more sustainable power.</p>\n<p>Investors will also want to know when Tesla’s new Germany plant and Austin, Texas facility will start delivering cars. The Austin plant will build Tesla’s&nbsp;Cybertruck. There will also likely be questions about advances in Tesla’s driver-assistance functions—the company recently started selling its driver-assistance software&nbsp;as a subscription—and how much money the company could make from its charging network. Musk tweeted this week Tesla would open its&nbsp;charging network&nbsp;to other EVs down the road.</p>\n<p>All those topics and more should come up on the earningsconference callscheduled for 5:30 p.m. ET on Monday. Year to date, Tesla stock is down roughly 9%, trailing behind comparable 17% and 15% respective gains of theS&amp;P 500andDow Jones Industrial Average.Still, Tesla shares have had a strong run, up about 112% over the past 12 months.</p>","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>Tesla Earnings Are Coming. Here’s the One Number That Matters.</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\">\nTesla Earnings Are Coming. Here’s the One Number That Matters.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-24 07:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/tesla-stock-earnings-preview-51627061822?mod=hp_DAY_Theme_2_1><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla’s second-quarter earnings are just around the corner, and investors should gear up for a likely very complicated report.\nThere are a lot of moving parts, even more than usual for the world’s ...</p>\n\n<a href=\"https://www.barrons.com/articles/tesla-stock-earnings-preview-51627061822?mod=hp_DAY_Theme_2_1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.barrons.com/articles/tesla-stock-earnings-preview-51627061822?mod=hp_DAY_Theme_2_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191636755","content_text":"Tesla’s second-quarter earnings are just around the corner, and investors should gear up for a likely very complicated report.\nThere are a lot of moving parts, even more than usual for the world’s most valuable car company and its iconoclast CEO Elon Musk. Figuring out if the stock will go up or down, however, shouldn’t be all that difficult.\nThe EV pioneer will report after the close of trading on Monday,July 26. Wall Street is looking for Tesla to report about 94 cents in per-share earnings from $11.5 billion in sales, according to FactSet. Beating analyst estimates is important, almost required, for any stock to remain stable in post-earnings trading. That’s true for Tesla as well.\nThere are plenty of factors that will contribute to bottom-line earnings—the global semiconductor shortage,vehicle pricing, vehicle gross profit margins, and the level of profitability in Tesla’s battery storage business. In the end, however, investors will want to see a record in operating profits—no matter how it happens. That’s what could break shares out of their recent range.\n\nTesla reported more than $800 million in operating profits in the 2020 third quarter, and the stock more than doubled to around $860 in the three-month span that followed. But since operating profit growth largely paused in the subsequent quarters, shares have traded down from roughly $860 to around $640 recently. Profit stagnation has meant stock stagnation, too.\nThe good news for Tesla bulls is Wall Street is projecting a fresh record: Operating profit is expected to be $835 million for the second quarter, driven by strong deliveries. The 2021 second quarter marked the first time Tesla delivered more than 200,000 vehicles in a single quarter.\nAfter earnings are digested, there should be endless arguments among bulls and bears about the quality of earnings. For instance, one way Tesla generates sales is by selling regulatory credits—which it earns by producing more than its fair share of electric vehicles. The company generated $518 million in first-quarter credit sales, which helped Tesla beat earnings estimates. There is always debate about what is the “normal” amount of credit sales and when will those sales dry up. Eventually, both the bulls and bears expect other auto makers to sell their own EVs, cutting off that source of revenue for Tesla.\nThere is also the issue of Bitcoin. Tesla recognized a small gain on its Bitcoin holdings in the first quarter, but the cryptocurrency’s prices have fallen by roughly half since their April peak. That means there is a chance of a small loss. How investors react is anyone’s guess, but don’t expect Tesla to sell out of its Bitcoin position. Musk continues to indicate his company will transact in the cryptocurrency when Bitcoin mining uses more sustainable power.\nInvestors will also want to know when Tesla’s new Germany plant and Austin, Texas facility will start delivering cars. The Austin plant will build Tesla’s Cybertruck. There will also likely be questions about advances in Tesla’s driver-assistance functions—the company recently started selling its driver-assistance software as a subscription—and how much money the company could make from its charging network. Musk tweeted this week Tesla would open its charging network to other EVs down the road.\nAll those topics and more should come up on the earningsconference callscheduled for 5:30 p.m. ET on Monday. Year to date, Tesla stock is down roughly 9%, trailing behind comparable 17% and 15% respective gains of theS&P 500andDow Jones Industrial Average.Still, Tesla shares have had a strong run, up about 112% over the past 12 months.","news_type":1},"isVote":1,"tweetType":1,"viewCount":131,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":838036371,"gmtCreate":1629357279293,"gmtModify":1676530013468,"author":{"id":"3582024918476098","authorId":"3582024918476098","name":"immryan","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582024918476098","authorIdStr":"3582024918476098"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/838036371","repostId":"1152703663","repostType":4,"isVote":1,"tweetType":1,"viewCount":565,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":894962291,"gmtCreate":1628783328113,"gmtModify":1676529855341,"author":{"id":"3582024918476098","authorId":"3582024918476098","name":"immryan","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582024918476098","authorIdStr":"3582024918476098"},"themes":[],"htmlText":"Like !","listText":"Like !","text":"Like !","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/894962291","repostId":"2158189268","repostType":4,"isVote":1,"tweetType":1,"viewCount":683,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":898539550,"gmtCreate":1628508286570,"gmtModify":1703507256792,"author":{"id":"3582024918476098","authorId":"3582024918476098","name":"immryan","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582024918476098","authorIdStr":"3582024918476098"},"themes":[],"htmlText":"Like !","listText":"Like !","text":"Like !","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/898539550","repostId":"1122403360","repostType":4,"repost":{"id":"1122403360","kind":"news","pubTimestamp":1628507058,"share":"https://ttm.financial/m/news/1122403360?lang=&edition=fundamental","pubTime":"2021-08-09 19:04","market":"us","language":"en","title":"Morrisons suitor CD&R gets more time to trump $9.3 billion offer","url":"https://stock-news.laohu8.com/highlight/detail?id=1122403360","media":"Reuters","summary":"LONDON (Reuters) -Morrisons suitor, U.S. private equity group Clayton, Dubilier & Rice (CD&R), has w","content":"<p>LONDON (Reuters) -Morrisons suitor, U.S. private equity group Clayton, Dubilier &amp; Rice (CD&amp;R), has won more time to consider a counter bid to Fortress’ agreed 6.7 billion pounds ($9.3 billion) offer for the British supermarket group.</p>\n<p>Britain’s Takeover Panel, which regulates corporate takeovers, said on Monday CD&amp;R would have until Aug. 20 to announce a firm intention to make a new offer or walk away, a so-called “put-up or shut-up” order, extending a previous Aug. 9 deadline.</p>\n<p>The battle for Britain’s fourth-largest grocer after Tesco, Sainsbury’s and Asda, is the most high-profile looming takeover in the country amid a raft of bids and counter bids, reflecting private equity’s appetite for UK Plc.</p>\n<p>Morrisons on Friday approved the raised 272 pence a share offer from the consortium led by Softbank owned Fortress Investment Group - a 52% premium to its share price before takeover interest emerged.</p>\n<p>The retailer had requested the Takeover Panel set a revised deadline for CD&amp;R.</p>\n<p>On Friday, Morrisons also adjourned from Aug. 16 to Aug. 27 the shareholder meeting to vote on the Fortress offer. To pass, it would need the support of shareholders representing at least 75% in value of voting investors at the meeting.</p>\n<p>Shares in Morrisons were trading at nearly 279 pence on Monday - above Fortress’ new offer, indicating investors expect a higher bid.</p>\n<p>Analysts have also speculated that U.S. giant Amazon, which has a partnership deal with Morrisons, could still enter the fray.</p>\n<p>SYNERGIES</p>\n<p>CD&amp;R, which has former Tesco boss Terry Leahy as a senior adviser, had a 230 pence a share proposal worth 5.52 billion pounds rejected by Morrisons on June 17.</p>\n<p>Last month, Morrisons’ board agreed to Fortress’ 254 pence a share offer worth 6.3 billion pounds but major Morrisons investors Silchester, M&amp;G and JO Hambro all indicated it was too low.</p>\n<p>Fortress, which bought British wine seller Majestic Wine in 2019, has said it “remains committed to becoming the new owner of Morrisons.”</p>\n<p>The Fortress consortium, which also includes Canada Pension Plan Investment Board, Koch Real Estate Investments and Singapore’s sovereign wealth fund GIC, has given assurances that it would retain Morrisons’ headquarters in Bradford, northern England, and its existing management team led by Chief Executive David Potts, and execute its existing strategy. Material store sale and leaseback transactions are not planned.</p>\n<p>People with knowledge of the situation have said CD&amp;R would also be able to tick those boxes to secure a recommendation from Morrisons’ board.</p>\n<p>They said CD&amp;R, whose track record includes investment in UK discount retailer B&amp;M, was likely to stress the greater synergies they would get from a deal, given its existing ownership of the Motor Fuel Group petrol forecourt chain.</p>\n<p>However, some analysts have argued that a higher bid makes asset sales more likely.</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>Morrisons suitor CD&R gets more time to trump $9.3 billion offer</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\">\nMorrisons suitor CD&R gets more time to trump $9.3 billion offer\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-09 19:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.reuters.com/article/morrisons-ma-cdr/update-3-morrisons-suitor-cdr-gets-more-time-to-trump-9-3-bln-offer-idUSL8N2PG0X7><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>LONDON (Reuters) -Morrisons suitor, U.S. private equity group Clayton, Dubilier & Rice (CD&R), has won more time to consider a counter bid to Fortress’ agreed 6.7 billion pounds ($9.3 billion) offer ...</p>\n\n<a href=\"https://www.reuters.com/article/morrisons-ma-cdr/update-3-morrisons-suitor-cdr-gets-more-time-to-trump-9-3-bln-offer-idUSL8N2PG0X7\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MRWSF":"WM Morrison Supermarkets Plc."},"source_url":"https://www.reuters.com/article/morrisons-ma-cdr/update-3-morrisons-suitor-cdr-gets-more-time-to-trump-9-3-bln-offer-idUSL8N2PG0X7","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122403360","content_text":"LONDON (Reuters) -Morrisons suitor, U.S. private equity group Clayton, Dubilier & Rice (CD&R), has won more time to consider a counter bid to Fortress’ agreed 6.7 billion pounds ($9.3 billion) offer for the British supermarket group.\nBritain’s Takeover Panel, which regulates corporate takeovers, said on Monday CD&R would have until Aug. 20 to announce a firm intention to make a new offer or walk away, a so-called “put-up or shut-up” order, extending a previous Aug. 9 deadline.\nThe battle for Britain’s fourth-largest grocer after Tesco, Sainsbury’s and Asda, is the most high-profile looming takeover in the country amid a raft of bids and counter bids, reflecting private equity’s appetite for UK Plc.\nMorrisons on Friday approved the raised 272 pence a share offer from the consortium led by Softbank owned Fortress Investment Group - a 52% premium to its share price before takeover interest emerged.\nThe retailer had requested the Takeover Panel set a revised deadline for CD&R.\nOn Friday, Morrisons also adjourned from Aug. 16 to Aug. 27 the shareholder meeting to vote on the Fortress offer. To pass, it would need the support of shareholders representing at least 75% in value of voting investors at the meeting.\nShares in Morrisons were trading at nearly 279 pence on Monday - above Fortress’ new offer, indicating investors expect a higher bid.\nAnalysts have also speculated that U.S. giant Amazon, which has a partnership deal with Morrisons, could still enter the fray.\nSYNERGIES\nCD&R, which has former Tesco boss Terry Leahy as a senior adviser, had a 230 pence a share proposal worth 5.52 billion pounds rejected by Morrisons on June 17.\nLast month, Morrisons’ board agreed to Fortress’ 254 pence a share offer worth 6.3 billion pounds but major Morrisons investors Silchester, M&G and JO Hambro all indicated it was too low.\nFortress, which bought British wine seller Majestic Wine in 2019, has said it “remains committed to becoming the new owner of Morrisons.”\nThe Fortress consortium, which also includes Canada Pension Plan Investment Board, Koch Real Estate Investments and Singapore’s sovereign wealth fund GIC, has given assurances that it would retain Morrisons’ headquarters in Bradford, northern England, and its existing management team led by Chief Executive David Potts, and execute its existing strategy. Material store sale and leaseback transactions are not planned.\nPeople with knowledge of the situation have said CD&R would also be able to tick those boxes to secure a recommendation from Morrisons’ board.\nThey said CD&R, whose track record includes investment in UK discount retailer B&M, was likely to stress the greater synergies they would get from a deal, given its existing ownership of the Motor Fuel Group petrol forecourt chain.\nHowever, some analysts have argued that a higher bid makes asset sales more likely.","news_type":1},"isVote":1,"tweetType":1,"viewCount":771,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802361950,"gmtCreate":1627719464970,"gmtModify":1703495198923,"author":{"id":"3582024918476098","authorId":"3582024918476098","name":"immryan","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582024918476098","authorIdStr":"3582024918476098"},"themes":[],"htmlText":"Like! Thanks&nbsp;","listText":"Like! Thanks&nbsp;","text":"Like! Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/802361950","repostId":"1147779023","repostType":4,"repost":{"id":"1147779023","kind":"news","pubTimestamp":1627716124,"share":"https://ttm.financial/m/news/1147779023?lang=&edition=fundamental","pubTime":"2021-07-31 15:22","market":"us","language":"en","title":"You can beat stock market indexes — this fund manager has, and this is how she and her team did it","url":"https://stock-news.laohu8.com/highlight/detail?id=1147779023","media":"MarketWatch","summary":"Five key lessons on outperformance from Prabha Ram at the American Century Focused Dynamic Growth Fu","content":"<blockquote>\n <b>Five key lessons on outperformance from Prabha Ram at the American Century Focused Dynamic Growth Fund.</b>\n</blockquote>\n<p>Investing is a tough game. That’s why so many mutual funds lag behind their indices.</p>\n<p>So when you find a fund with a great record, it pays to investigate what the fund managers are doing — to learn some lessons.</p>\n<p>The American Century Focused Dynamic Growth FundACFSXfits the bill. The $2.8 billion fund beats its Russell 1000 Growth&nbsp;Index by over 6 percentage points annualized over the past three and five years, according toMorningstar. It outperforms its large-growth category by 8.6 percentage points annualized over five years. It has a reasonable 0.65% expense ratio.</p>\n<p>The fund is co-managed by Prabha Ram, who I recently caught up with. Raised in India, Ram came to the U.S. as a teaching assistant at the University of Maine, where she earned a master’s degree in computer science. She went on to receive an MBA at the Wharton School at the University of Pennsylvania. Ram and three other portfolio managers have led this fund since 2016.</p>\n<p>Here are the five key takeaways, with examples of specific stocks.</p>\n<p><b>1. Own companies that can “land and expand” in big markets</b></p>\n<p>Even though we’ve been in the digital age for years, many small companies still do much of their business on paper. Bill.comBILLwants to change that. The company was founded by CEO René Lacerte, who in the late 1990s started the online payroll company PayCycle, which was acquired by Intuit.</p>\n<p>Bill.com helps small companies go digital in accounts payable and receivable payments. But that’s just the start. Once inside a company, Bill.com digitizes other areas like cash and expense account management.</p>\n<p>Bill.com “lands and expands” at clients, but it also uses their business partners to create a network of leads.</p>\n<p>“Every vendor is a network member, even if it is not a Bill.com customer,” says Ram. This network has about 2.5 million members. Bill.com also gets prospects from its partners, including Bank of AmericaBAC,JPMorgan ChaseJPMand American ExpressAXP.Sales grew 45% in the first quarter.</p>\n<p>Founder-run companies such as this one are worth considering because they often outperform.</p>\n<p><b>2. Seek out innovators</b></p>\n<p>Ram’s portfolio contains obvious innovators, including TeslaTSLA,Amazon.comAMZNand AlphabetGOOGL,her top three positions. Let’s look beyond technology — to beer.</p>\n<p>Back in the 1980s, Boston Beer founder Jim Koch began taking share from beer giants Anheuser-Busch InBevBUDand HeinekenHEINYby rolling out successful “craft” brews, starting with Samuel Adams. Koch helped invent the craft brew category, essentially taking the country back to pre-Prohibition days when the U.S. had hundreds of regional breweries making more flavorful beers for local tastes.</p>\n<p>Boston Beer stock did very well, but then it stalled during 2015-2017 as beer sales overall went flat. In response, Boston Beer helped put a new category on the map — with its Truly Hard Seltzer brand rolled out in 2106. It remains one of the leading hard seltzers.</p>\n<p>“We were drawn to the company because of its history of innovation,” says Ram, referring to her fund’s early position from the second quarter of 2016. “The stock was doing poorly because the beer market was flattening, but they were coming up with Truly Hard Seltzer. Truly was more successful than we anticipated. It created a new category.”</p>\n<p>This penchant for innovation at Boston Beer has helped keep Ram’s fund in the name. Other successful Boston Beer brands include Twisted Tea, Angry Orchard and Dogfish Head.</p>\n<p>A key takeaway here is that to find innovative companies, look for the ones led by people who have demonstrated a knack for innovation in the past. Innovative managers tend to keep on innovating. Boston Beer continually tests new seltzers, beers, hard ciders, distilled spirits and other drinks. Shareholders are betting they will come through again.</p>\n<p>They’ll need the help. Boston Beer shares fell 20% on July 23 because so many competitors entered the hard cider niche. Sales grew 33% but net income fell 1.6% as the company jacked up advertising costs to try to combat the competition. The company slashed estimates for the year on an expected slowdown in sales growth.</p>\n<p>But don’t count out this innovator yet.</p>\n<p>“We recently announced plans to develop new innovative beverages with&nbsp;Beam Suntory&nbsp;that we are planning to launch in early 2022,” Boston Beer’s Koch said. Beam Suntory&nbsp;sells Jim Beam whiskey and other brands of spirits. “We believe these new beverages will further demonstrate our ability to innovate and grow our business as drinker preferences evolve.”</p>\n<p><b>3. Look for companies that can create and dominate a niche</b></p>\n<p>For years as the gig economy emerged, the big credit card companies didn’t really care that much if the local yoga instructor could accept payments with a credit card. SquareSQrecognized this as an opportunity. So it launched its card payment device business in 2009. Since then, it has grown by taking on larger customers, and expanding into new lines of business in financial services such as cash management, debit cards loans and tax filing. Transaction-based revenue grew 27% in the first quarter, and subscription and services revenue soared 88%.</p>\n<p>This is a great example of a company that created a business niche. But it’s also a “land and expand” company because it grows by offering customers new services. Both qualities help companies maintain the competitive advantage Ram likes see in investments.</p>\n<p><b>4. Buy companies in the early stages of rapid growth</b></p>\n<p>One way to find these is to identify companies developing products that will transform an entire industry. Ram thinks that is the case with Alnylam PharmaceuticalsALNY.It’s developing novel therapies base on a technique called RNA interference (RNAi). Inside the body, messenger RNA (mRNA) encodes proteins we need, based on signals from RNA. Sometimes mRNA gets the signals crossed, and it encodes flawed proteins. This causes diseases.</p>\n<p>Alnylam has developed a way to tweak the RNAi pathway to silence the flawed signaling and block the creation of disease-causing proteins. So far, Alnylam has four approved RNAi-based medicines that treat rare hereditary diseases. The company has a dozen other therapies in clinical studies, including six in late-stage development.</p>\n<p>“This is a completely new area of therapeutics,” says Ram. “It is a platform of products that can treat a variety of conditions.”</p>\n<p><b>5. Hold stocks for the long term</b></p>\n<p>All of the names above are large positions in Ram’s fund, which tells me that Ram and her team think they have considerably more upside. If you buy any of them, though, remember you have to do so with a multi-year time horizon. That’s what Ram’s fund does. It has a low annual portfolio turnover of 27%. It’s important to have a long-term view, because it is so tough to call short-term moves in the stock market or in stocks, and you need to give companies time to develop.</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>You can beat stock market indexes — this fund manager has, and this is how she and her team did it</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\">\nYou can beat stock market indexes — this fund manager has, and this is how she and her team did it\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-31 15:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/you-can-beat-stock-market-indexes-this-fund-manager-has-and-this-is-how-she-and-her-team-did-it-11627481445?mod=article_inline><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Five key lessons on outperformance from Prabha Ram at the American Century Focused Dynamic Growth Fund.\n\nInvesting is a tough game. That’s why so many mutual funds lag behind their indices.\nSo when ...</p>\n\n<a href=\"https://www.marketwatch.com/story/you-can-beat-stock-market-indexes-this-fund-manager-has-and-this-is-how-she-and-her-team-did-it-11627481445?mod=article_inline\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","SPY":"标普500ETF",".DJI":"道琼斯"},"source_url":"https://www.marketwatch.com/story/you-can-beat-stock-market-indexes-this-fund-manager-has-and-this-is-how-she-and-her-team-did-it-11627481445?mod=article_inline","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147779023","content_text":"Five key lessons on outperformance from Prabha Ram at the American Century Focused Dynamic Growth Fund.\n\nInvesting is a tough game. That’s why so many mutual funds lag behind their indices.\nSo when you find a fund with a great record, it pays to investigate what the fund managers are doing — to learn some lessons.\nThe American Century Focused Dynamic Growth FundACFSXfits the bill. The $2.8 billion fund beats its Russell 1000 Growth Index by over 6 percentage points annualized over the past three and five years, according toMorningstar. It outperforms its large-growth category by 8.6 percentage points annualized over five years. It has a reasonable 0.65% expense ratio.\nThe fund is co-managed by Prabha Ram, who I recently caught up with. Raised in India, Ram came to the U.S. as a teaching assistant at the University of Maine, where she earned a master’s degree in computer science. She went on to receive an MBA at the Wharton School at the University of Pennsylvania. Ram and three other portfolio managers have led this fund since 2016.\nHere are the five key takeaways, with examples of specific stocks.\n1. Own companies that can “land and expand” in big markets\nEven though we’ve been in the digital age for years, many small companies still do much of their business on paper. Bill.comBILLwants to change that. The company was founded by CEO René Lacerte, who in the late 1990s started the online payroll company PayCycle, which was acquired by Intuit.\nBill.com helps small companies go digital in accounts payable and receivable payments. But that’s just the start. Once inside a company, Bill.com digitizes other areas like cash and expense account management.\nBill.com “lands and expands” at clients, but it also uses their business partners to create a network of leads.\n“Every vendor is a network member, even if it is not a Bill.com customer,” says Ram. This network has about 2.5 million members. Bill.com also gets prospects from its partners, including Bank of AmericaBAC,JPMorgan ChaseJPMand American ExpressAXP.Sales grew 45% in the first quarter.\nFounder-run companies such as this one are worth considering because they often outperform.\n2. Seek out innovators\nRam’s portfolio contains obvious innovators, including TeslaTSLA,Amazon.comAMZNand AlphabetGOOGL,her top three positions. Let’s look beyond technology — to beer.\nBack in the 1980s, Boston Beer founder Jim Koch began taking share from beer giants Anheuser-Busch InBevBUDand HeinekenHEINYby rolling out successful “craft” brews, starting with Samuel Adams. Koch helped invent the craft brew category, essentially taking the country back to pre-Prohibition days when the U.S. had hundreds of regional breweries making more flavorful beers for local tastes.\nBoston Beer stock did very well, but then it stalled during 2015-2017 as beer sales overall went flat. In response, Boston Beer helped put a new category on the map — with its Truly Hard Seltzer brand rolled out in 2106. It remains one of the leading hard seltzers.\n“We were drawn to the company because of its history of innovation,” says Ram, referring to her fund’s early position from the second quarter of 2016. “The stock was doing poorly because the beer market was flattening, but they were coming up with Truly Hard Seltzer. Truly was more successful than we anticipated. It created a new category.”\nThis penchant for innovation at Boston Beer has helped keep Ram’s fund in the name. Other successful Boston Beer brands include Twisted Tea, Angry Orchard and Dogfish Head.\nA key takeaway here is that to find innovative companies, look for the ones led by people who have demonstrated a knack for innovation in the past. Innovative managers tend to keep on innovating. Boston Beer continually tests new seltzers, beers, hard ciders, distilled spirits and other drinks. Shareholders are betting they will come through again.\nThey’ll need the help. Boston Beer shares fell 20% on July 23 because so many competitors entered the hard cider niche. Sales grew 33% but net income fell 1.6% as the company jacked up advertising costs to try to combat the competition. The company slashed estimates for the year on an expected slowdown in sales growth.\nBut don’t count out this innovator yet.\n“We recently announced plans to develop new innovative beverages with Beam Suntory that we are planning to launch in early 2022,” Boston Beer’s Koch said. Beam Suntory sells Jim Beam whiskey and other brands of spirits. “We believe these new beverages will further demonstrate our ability to innovate and grow our business as drinker preferences evolve.”\n3. Look for companies that can create and dominate a niche\nFor years as the gig economy emerged, the big credit card companies didn’t really care that much if the local yoga instructor could accept payments with a credit card. SquareSQrecognized this as an opportunity. So it launched its card payment device business in 2009. Since then, it has grown by taking on larger customers, and expanding into new lines of business in financial services such as cash management, debit cards loans and tax filing. Transaction-based revenue grew 27% in the first quarter, and subscription and services revenue soared 88%.\nThis is a great example of a company that created a business niche. But it’s also a “land and expand” company because it grows by offering customers new services. Both qualities help companies maintain the competitive advantage Ram likes see in investments.\n4. Buy companies in the early stages of rapid growth\nOne way to find these is to identify companies developing products that will transform an entire industry. Ram thinks that is the case with Alnylam PharmaceuticalsALNY.It’s developing novel therapies base on a technique called RNA interference (RNAi). Inside the body, messenger RNA (mRNA) encodes proteins we need, based on signals from RNA. Sometimes mRNA gets the signals crossed, and it encodes flawed proteins. This causes diseases.\nAlnylam has developed a way to tweak the RNAi pathway to silence the flawed signaling and block the creation of disease-causing proteins. So far, Alnylam has four approved RNAi-based medicines that treat rare hereditary diseases. The company has a dozen other therapies in clinical studies, including six in late-stage development.\n“This is a completely new area of therapeutics,” says Ram. “It is a platform of products that can treat a variety of conditions.”\n5. Hold stocks for the long term\nAll of the names above are large positions in Ram’s fund, which tells me that Ram and her team think they have considerably more upside. If you buy any of them, though, remember you have to do so with a multi-year time horizon. That’s what Ram’s fund does. It has a low annual portfolio turnover of 27%. It’s important to have a long-term view, because it is so tough to call short-term moves in the stock market or in stocks, and you need to give companies time to develop.","news_type":1},"isVote":1,"tweetType":1,"viewCount":266,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":801139309,"gmtCreate":1627486440601,"gmtModify":1703491009592,"author":{"id":"3582024918476098","authorId":"3582024918476098","name":"immryan","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582024918476098","authorIdStr":"3582024918476098"},"themes":[],"htmlText":"Like!","listText":"Like!","text":"Like!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/801139309","repostId":"1179923360","repostType":4,"repost":{"id":"1179923360","kind":"news","pubTimestamp":1627481146,"share":"https://ttm.financial/m/news/1179923360?lang=&edition=fundamental","pubTime":"2021-07-28 22:05","market":"us","language":"en","title":"Here are three key factors to watch in Facebook’s earnings report that could propel the stock","url":"https://stock-news.laohu8.com/highlight/detail?id=1179923360","media":"CNBC","summary":"No metric will be more important for measuring the health of Facebook’s business in its second-quart","content":"<div>\n<p>No metric will be more important for measuring the health of Facebook’s business in its second-quarter earnings results than the company’s advertising revenue.\nThat’s because this quarter will be the ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/28/facebook-earnings-what-to-watch-for.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Here are three key factors to watch in Facebook’s earnings report that could propel the stock</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHere are three key factors to watch in Facebook’s earnings report that could propel the stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-28 22:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/07/28/facebook-earnings-what-to-watch-for.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>No metric will be more important for measuring the health of Facebook’s business in its second-quarter earnings results than the company’s advertising revenue.\nThat’s because this quarter will be the ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/28/facebook-earnings-what-to-watch-for.html\">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.cnbc.com/2021/07/28/facebook-earnings-what-to-watch-for.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1179923360","content_text":"No metric will be more important for measuring the health of Facebook’s business in its second-quarter earnings results than the company’s advertising revenue.\nThat’s because this quarter will be the first for the social media company since Apple released a key iPhone software update in April. The update, known as iOS 14.5, allows iPhone and iPad users to limit companies from tracking their device’s activity. This makes it difficult for companies like Facebook to target users with personalized ads.\nNo company complained more about the impact of iOS 14.5 than Facebook, which warned that the change to the Apple software would impact small businesses’ ability to market to their customers. For a while now, Facebook has warned investors to brace for “ad targeting headwinds” related to Apple’s changes, as well as others in the internet landscape.\nThe social media giant is scheduled to release earnings Wednesday, July 28 after the bell.\nFacebook’s revenue for the second quarter, their guidance for the rest of the year and any commentary from the company’s executives during its earnings call will be telling. This quarter’s results could provide insight as to how many users opted to restrict Facebook’s tracking and whether the social media company has been able to navigate those restrictions.\n“The changes went into effect during the quarter, and we’re still seeing the rollout of the 14.5 update,” said Debra Aho Williamson, principal analyst at eMarketer. “I’m going to be very curious.”\nAlready, Facebook’s peers have navigated the challenge’s of iOS 14.5 with few setbacks. Snap, for example,was not affected by the Apple update as it had anticipated, telling analysts on its earnings call on Thursday that it had observed “higher opt-in rates than we are seeing reported generally across the industry.”Twitterechoed the sentiment, telling shareholders that the effect of Apple’s changes was lower than expected. Both companies did warn that the long-term impacts of iOS 14.5 remain to be seen, but so far, the early returns have been promising.\nHere are three Facebook storylines to follow when the company announces its second-quarter earnings:\n1. Facebook’s commerce business\nIn an effort to combat the restrictions of Apple’s iOS 14.5 update, Facebook has been ramping up its efforts to bring more commerce directly into its own apps.\nIt did this last year by introducing Facebook Shops and Instagram Shops, and more recently, the company announced plans to introduce more ways for creators to promote shoppable products through their Instagram accounts. Further,Facebook in June announced its plans to bring shops to WhatsApp, a messaging service.\nBy having users make purchases from advertisers directly on its own apps, Facebook is able to directly measure the effectiveness of its ads and provide those stats to advertisers.\nAlready, Facebook claims more than 300 million monthly Shops visitors and 1.2 million monthly active Shops across its apps. Any updates from Facebook regarding its commerce efforts will be worthwhile for investors.\n“While Q2 is not historically a big commerce quarter, social commerce is clearly coming into its own,” said Ron Josey, JMP Securities managing director.\n2. Covid’s impact on app usage\nInvestors will want to know whether the economic reopening and the expansion of Covid-19 vaccines have affected the amount of time users spend on Facebook and its various apps.\nA year ago when people worldwide were forced indoors, Facebook and other consumer apps saw their usage skyrocket as people sought to stay connected. Now, investors will want to know if that usage has taken a hit or will it continue growing.\n“Now that people are out and getting around, are they posting more or are they living in the real world? What are they doing?” said Kim Forrest, chief investment officer of Bokeh Capital.\nAdding a twist to this, however, is the growing spread of the delta variant of the coronavirus. As cases start to rise again in the U.S., investors will want to know what kind of effect, if any, the delta variant could have on Facebook usage.\n3. The regulatory outlook\nFacebook has been under the microscope of lawmakers and regulators worldwide since the company’s March 2018 Cambridge Analytica scandal, in which it was reported that a political consulting firm had improperly accessed the data of 87 million Facebook profiles in a bid to influence the 2016 presidential election.\nThis quarter included some major news regarding all of that regulatory pressure.\nMost notably,Facebook scored a major win in late June when a federal court dismissed an antitrust complaint from the Federal Trade Commission against the company as well as a parallel case brought by 48 state attorneys general. Those fights aren’t quite over just yet, but they certainly relieved some of Facebook’s headaches.\nFurther, the company came under more scrutiny in July when the Biden administration scolded the social media company for not doing enough to combat misinformation on its services that discourage people from taking Covid-19 vaccines. At one point, President Joe Biden said “they’re killing people” in regards to the misinformation on Facebook.\nHearing directly from Facebook’s leaders on their outlook for regulatory pressure following these two developments would be welcome insight for investors.\n“Getting out from underneath the FTC investigation, for the moment, takes a big weight off of Facebook’s back, but the regulatory environment isn’t getting any easier anytime soon,” said Daniel Newman, principal analyst at Futurum Research.","news_type":1},"isVote":1,"tweetType":1,"viewCount":67,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":891545262,"gmtCreate":1628404149456,"gmtModify":1703505941917,"author":{"id":"3582024918476098","authorId":"3582024918476098","name":"immryan","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582024918476098","authorIdStr":"3582024918476098"},"themes":[],"htmlText":"Good and like :)","listText":"Good and like :)","text":"Good and like :)","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/891545262","repostId":"1190347839","repostType":4,"isVote":1,"tweetType":1,"viewCount":424,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":890080543,"gmtCreate":1628066606382,"gmtModify":1703500577412,"author":{"id":"3582024918476098","authorId":"3582024918476098","name":"immryan","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582024918476098","authorIdStr":"3582024918476098"},"themes":[],"htmlText":"Like and good !","listText":"Like and good !","text":"Like and good !","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/890080543","repostId":"1183753382","repostType":4,"repost":{"id":"1183753382","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1628065451,"share":"https://ttm.financial/m/news/1183753382?lang=&edition=fundamental","pubTime":"2021-08-04 16:24","market":"us","language":"en","title":"Tesla Hikes Model S, Model X Long Range Prices In Both US, China: Continued Chip Shortage Woes?","url":"https://stock-news.laohu8.com/highlight/detail?id=1183753382","media":"Benzinga","summary":"Tesla Motors on Tuesday hiked prices of the long-range variants of the Model S sedan and Model X SUV","content":"<p><b><a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a></b> on Tuesday hiked prices of the long-range variants of the Model S sedan and Model X SUV in the <a href=\"https://laohu8.com/S/UBNK\">United</a> States and China, its two biggest markets,&nbsp;the company website shows.</p>\n<p><b>What Happened:</b>&nbsp;The Model S Long Range and Model X Long-range now both cost an extra $4,637 in China and $5,000 in the <a href=\"https://laohu8.com/S/UBCP\">United</a> States.</p>\n<p>In China, the Model S Long Range is now priced at&nbsp;$133,117 and the Model X Range is priced at $140,857.</p>\n<p>The Model S Long Range version is now priced at $89,990 and the starting price of Model X Long Range has been moved up to $99,990 in the United States.</p>\n<p>Tesla is yet to begin deliveries for the Model S Long Range and has already secured a second price hike since it was launched in January. The estimated delivery time for Model S Long Range has now slipped to March-April next year from early next year, the company website shows.</p>\n<p>The last price hikes were done in July when the&nbsp;<b>Elon Musk</b>&nbsp;-led company made similar increases in the two&nbsp;countries it counts as key markets for growth.</p>\n<p>Earlier this year, Musk had said Tesla aims to make over 2,000 units of the Model S and Model X per week and could probably go as high as 2,400 to 2,500 units per week.</p>\n<p>Both Model S and X electric vehicles are among Tesla’s most expensive, flagship vehicles and have recently undergone a refresh, with a new interior and exterior design along with efficiency and range improvements.</p>\n<p><b>Why The Price Hikes?</b>&nbsp;Musk has been blaming industry-wide supply chain issues and semiconductor shortages for the price hikes and had just last week in a post-earnings call with investors said the “global chip shortage situation remains quite serious.”</p>\n<p>“For the rest of this year, our growth rates will be determined by the slowest part in our supply chain, which is the wide range of chips that are at various times the slowest parts in the supply chain.” Musk said.</p>\n<p>Tesla is not alone as the global chip shortages have hit legacy automakers as well, forcing&nbsp;the likes of<b><a href=\"https://laohu8.com/S/GM\">General Motors</a> Co</b>GM 0.07%,<b><a href=\"https://laohu8.com/S/F\">Ford</a> Motor Co</b>F 0.07%,<b>Volkswagen AG</b>&nbsp;OTCVWAGGY&nbsp;and others to halt productions and shift to build their most profitable models first amid record-low&nbsp;inventories.</p>\n<p><b>Price Action:</b>&nbsp;Tesla shares, which have been rising since it reported earnings last week, closed marginally up at $709.74 on Tuesday.</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>Tesla Hikes Model S, Model X Long Range Prices In Both US, China: Continued Chip Shortage Woes?</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; 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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\">\nTesla Hikes Model S, Model X Long Range Prices In Both US, China: Continued Chip Shortage Woes?\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/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-08-04 16:24</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p><b><a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a></b> on Tuesday hiked prices of the long-range variants of the Model S sedan and Model X SUV in the <a href=\"https://laohu8.com/S/UBNK\">United</a> States and China, its two biggest markets,&nbsp;the company website shows.</p>\n<p><b>What Happened:</b>&nbsp;The Model S Long Range and Model X Long-range now both cost an extra $4,637 in China and $5,000 in the <a href=\"https://laohu8.com/S/UBCP\">United</a> States.</p>\n<p>In China, the Model S Long Range is now priced at&nbsp;$133,117 and the Model X Range is priced at $140,857.</p>\n<p>The Model S Long Range version is now priced at $89,990 and the starting price of Model X Long Range has been moved up to $99,990 in the United States.</p>\n<p>Tesla is yet to begin deliveries for the Model S Long Range and has already secured a second price hike since it was launched in January. The estimated delivery time for Model S Long Range has now slipped to March-April next year from early next year, the company website shows.</p>\n<p>The last price hikes were done in July when the&nbsp;<b>Elon Musk</b>&nbsp;-led company made similar increases in the two&nbsp;countries it counts as key markets for growth.</p>\n<p>Earlier this year, Musk had said Tesla aims to make over 2,000 units of the Model S and Model X per week and could probably go as high as 2,400 to 2,500 units per week.</p>\n<p>Both Model S and X electric vehicles are among Tesla’s most expensive, flagship vehicles and have recently undergone a refresh, with a new interior and exterior design along with efficiency and range improvements.</p>\n<p><b>Why The Price Hikes?</b>&nbsp;Musk has been blaming industry-wide supply chain issues and semiconductor shortages for the price hikes and had just last week in a post-earnings call with investors said the “global chip shortage situation remains quite serious.”</p>\n<p>“For the rest of this year, our growth rates will be determined by the slowest part in our supply chain, which is the wide range of chips that are at various times the slowest parts in the supply chain.” Musk said.</p>\n<p>Tesla is not alone as the global chip shortages have hit legacy automakers as well, forcing&nbsp;the likes of<b><a href=\"https://laohu8.com/S/GM\">General Motors</a> Co</b>GM 0.07%,<b><a href=\"https://laohu8.com/S/F\">Ford</a> Motor Co</b>F 0.07%,<b>Volkswagen AG</b>&nbsp;OTCVWAGGY&nbsp;and others to halt productions and shift to build their most profitable models first amid record-low&nbsp;inventories.</p>\n<p><b>Price Action:</b>&nbsp;Tesla shares, which have been rising since it reported earnings last week, closed marginally up at $709.74 on Tuesday.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183753382","content_text":"Tesla Motors on Tuesday hiked prices of the long-range variants of the Model S sedan and Model X SUV in the United States and China, its two biggest markets, the company website shows.\nWhat Happened: The Model S Long Range and Model X Long-range now both cost an extra $4,637 in China and $5,000 in the United States.\nIn China, the Model S Long Range is now priced at $133,117 and the Model X Range is priced at $140,857.\nThe Model S Long Range version is now priced at $89,990 and the starting price of Model X Long Range has been moved up to $99,990 in the United States.\nTesla is yet to begin deliveries for the Model S Long Range and has already secured a second price hike since it was launched in January. The estimated delivery time for Model S Long Range has now slipped to March-April next year from early next year, the company website shows.\nThe last price hikes were done in July when the Elon Musk -led company made similar increases in the two countries it counts as key markets for growth.\nEarlier this year, Musk had said Tesla aims to make over 2,000 units of the Model S and Model X per week and could probably go as high as 2,400 to 2,500 units per week.\nBoth Model S and X electric vehicles are among Tesla’s most expensive, flagship vehicles and have recently undergone a refresh, with a new interior and exterior design along with efficiency and range improvements.\nWhy The Price Hikes? Musk has been blaming industry-wide supply chain issues and semiconductor shortages for the price hikes and had just last week in a post-earnings call with investors said the “global chip shortage situation remains quite serious.”\n“For the rest of this year, our growth rates will be determined by the slowest part in our supply chain, which is the wide range of chips that are at various times the slowest parts in the supply chain.” Musk said.\nTesla is not alone as the global chip shortages have hit legacy automakers as well, forcing the likes ofGeneral Motors CoGM 0.07%,Ford Motor CoF 0.07%,Volkswagen AG OTCVWAGGY and others to halt productions and shift to build their most profitable models first amid record-low inventories.\nPrice Action: Tesla shares, which have been rising since it reported earnings last week, closed marginally up at $709.74 on Tuesday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":190,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":834270433,"gmtCreate":1629810577222,"gmtModify":1676530138214,"author":{"id":"3582024918476098","authorId":"3582024918476098","name":"immryan","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582024918476098","authorIdStr":"3582024918476098"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/834270433","repostId":"1154386229","repostType":4,"isVote":1,"tweetType":1,"viewCount":530,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":832955137,"gmtCreate":1629567453829,"gmtModify":1676530071496,"author":{"id":"3582024918476098","authorId":"3582024918476098","name":"immryan","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582024918476098","authorIdStr":"3582024918476098"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/832955137","repostId":"1151608193","repostType":4,"repost":{"id":"1151608193","kind":"news","pubTimestamp":1629728324,"share":"https://ttm.financial/m/news/1151608193?lang=&edition=fundamental","pubTime":"2021-08-23 22:18","market":"us","language":"en","title":"Buy the pullback in chip stocks — and focus on these 6 companies for the long haul","url":"https://stock-news.laohu8.com/highlight/detail?id=1151608193","media":"MarketWatch","summary":"The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correcti","content":"<p><b>The iShares Semiconductor ETF is down over 6% from recent highs.</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b24e4a76a5d1cd0ff030cf1b0eeac0f\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>ISTOCKPHOTO</span></p>\n<p>In the rolling correction that’s running through the stock market, chip makers have been hit harder than most.</p>\n<p>The iShares Semiconductor ETF&nbsp;is down over 6% from recent highs, compared to declines of 2% or less for the S&amp;P 500,Nasdaq&nbsp;Composite&nbsp;and the Dow Jones Industrial Average.</p>\n<p>Does that make chip stocks a buy? Or is this historically cyclical sector up to its old tricks and headed into a sustained downtrend that will rip your face off.</p>\n<p>A lot depends on your timeline but if you like to own stocks for years rather than rent them for days, the group is a buy. The chief reason: “It’s different this time.”</p>\n<p>Those are admittedly among the scariest words in investing. But the chip sector has changed so much it really is different now – in ways that suggest it is less likely to crush you.</p>\n<p>You’d be a fool to think there are no risks. I’ll go over those. But first, here are the three main reasons why the group is “safer” now – and six names favored by the half-dozen sector experts I’ve talked with over the past several days.</p>\n<p><b>1. The wicked witch of cyclicality is dead</b></p>\n<p>“Demand in the chip sector was always boom and bust, driven by product cycles,” says David Winborne, a portfolio manager at Impax Asset Management. “<a href=\"https://laohu8.com/S/FBNC\">First</a> PCs, then servers, then phones.” But now demand for chips has broadened across the economy so the secular growth story is more predictable, he says.</p>\n<p><a href=\"https://laohu8.com/S/JE\">Just</a> look around you. Because of the increased “digitalization” of our lives and work, there’s greater diversity of end market demand from all angles. Think remote office services like <a href=\"https://laohu8.com/S/ZM\">Zoom</a>, online shopping, cloud services, electric vehicles, 5G phones, smart factories, big data computing and even washing machines, points out Hendi Susanto, a portfolio manager and tech analyst at Gabelli Funds who is bullish on the group.</p>\n<p>“There is no aspect of the modern digital economy that can function without semiconductors,” says Motley Fool chip sector analyst John Rotonti. “That means more chips going into everything. The long-term demand is there.”</p>\n<p>He’s not kidding. Chip sector revenue will double by 2030 to $1 trillion from $465 billion in 2020, predicts William&nbsp;Blair&nbsp;analyst Greg Scolaro.</p>\n<p>All of this means the widespread supply shortages you’ve been hearing about “likely won’t be cured until sometime late next year,” says <a href=\"https://laohu8.com/S/BAC\">Bank of America</a> chip sector analyst Vivek Arya. “That’s not just our view, but <a href=\"https://laohu8.com/S/AONE.U\">one</a> confirmed by a majority of large customers.”</p>\n<p><b>2. The players have consolidated</b></p>\n<p>All up and down the production chain, from design through the various types of equipment producers to manufacturing, industry players have consolidated down into what Rotonti calls “earned” duopolies or monopolies.</p>\n<p>In chip design software, you have Cadence Design Systems&nbsp;and Synopsys.In production equipment, companies dominate specialized niches like ASML&nbsp;in extreme ultraviolet lithography&nbsp;(EUV). Manufacturing is dominated by Taiwan Semiconductor&nbsp;and Samsung Electronics.</p>\n<p>These companies earned their niche or duopoly status by being the best at what they do. This makes them interesting for investors. The consolidation also means players behave more rationally in terms of pricing and production capacity, says Rotonti.</p>\n<p><b>3. Profitability has improved</b></p>\n<p>This more rational behavior, combined with cost cutting, means profitability is now much higher than it was historically. “The economics of chip making has improved massively over past few years,” says Winbourne. Cash flow or EBITDA margins are often now over 30% whereas a decade ago they were in the 20% range.</p>\n<p>This has implications for valuation. Though chip stocks trade at about a market multiple, they appear cheap because they are better companies, points out Lamar Villere, portfolio manager with Villere &amp; Co. “They are not trading at a frothy multiple.”</p>\n<p><b>The stocks to buy</b></p>\n<p>Here are six names favored by chip experts I recently checked in with.</p>\n<p><b>New management plays</b></p>\n<p>Though Peter Karazeris, a senior equity research analyst at Thrivent, has reasons to be cautious on the group (see below), he singles out two companies whose performance may get a boost because they are under new management: Qualcomm&nbsp;and ON Semiconductor.</p>\n<p>Both have solid profitability. Qualcomm was recently hit by one-off issues like bad weather in Texas that disrupted production, but the company has good exposure to the 5G phone trend. <a href=\"https://laohu8.com/S/ON\">ON Semiconductor</a> is expanding beyond phones into new areas like autos, industrial and the Internet of Things connected-device space.</p>\n<p><b>A data center and gaming play</b></p>\n<p>Karazeris also singles out Nvidia,which gets a continuing boost from its exposure to data center and gaming device chip demand — because of its superior design prowess.</p>\n<p><b>Design tool companies</b></p>\n<p>Speaking of design, when companies like Qualcomm and NVIDIA want to design chips, they turn to the design tools supplied by Cadence Design Systems and <a href=\"https://laohu8.com/S/SNPS\">Synopsys</a>.</p>\n<p>Their software-based design tools help chip innovators create the blueprint for their chips, explains Rotonti at Motley Fool, who singles out these names. “They are not the fastest growers in the world, but they have good profit margins.” They also dominate the space.</p>\n<p><b>An EUV&nbsp;play</b></p>\n<p>To put those blueprints onto silicon in the early stages of chip production, companies like Taiwan Semiconductor and Samsung turn to ASML. Its machines use tiny bursts of light to stencil chip designs onto silicon wafers, in a process called extreme ultraviolet lithography. “No one else has figured out how to do it,” says Rotonti.</p>\n<p>In other words, it has a monopoly position in supplying machines that do this – which are necessary for any company that wants to make leading edge chips.</p>\n<p><b>Risks</b></p>\n<p>Here are some of the chief risks for chip sector investors to watch.</p>\n<p><b>Oversupply</b></p>\n<p>Chip production has become politicized. The U.S. wants more production at home so it is not vulnerable to disruptions in Chinese supply chains. <a href=\"https://laohu8.com/S/CAAS\">China</a> wants to make 70% of the chips it uses by 2025, up from 5% now, says Winborne.</p>\n<p>The upshot here is that there’s lots of government support to boost manufacturing – so there will be much more of it. The risk is oversupply at some point in the future. This might also create a pull forward in chip equipment purchases — leading to a lull down the road which could hurt sales and margin trends at equipment makers.</p>\n<p>Next, big tech companies like Alphabet,Apple&nbsp;and Ammazon.com&nbsp;are all doing their own chip design, which threatens specialized chip companies that do the same thing.</p>\n<p><b><a href=\"https://laohu8.com/S/QTM\">Quantum</a> computing</b></p>\n<p>Computers using chip designs based on quantum physics instead of traditional semiconductor architectures have superior performance, points out Scolaro at William Blair. “While it probably won’t become mainstream for at least another five years, quantum computing has the potential to transform everything from technology to healthcare.”</p>\n<p><b>A disturbing signal</b></p>\n<p>A blend of global purchasing managers (PMI) indexes peaked in April and then decelerated for three months. Meanwhile chip sales growth continued. Normally the two follow the same trend, points out Karazeris, who tracks this indicator at Thrivent. He chalks the divergence up to inventory building which is less sustainable than true end-market demand. So, he takes the divergence as a bearish signal for the chip sector.</p>\n<p>Another cautionary sign comes from the forecasted weakness in pricing for dynamic random-access memory&nbsp;(DRAM) chips. “These are typically things you see at tops of cycles not the bottoms,” says Karazeris.</p>\n<p>But it’s also possible the slowdown in the global PMI is more a reflection of chip shortages than a sign that the shortages aren’t real (and are just inventory building). “The divergence doesn’t necessarily mean that chip orders are going to roll over and die. It means chip manufacturing has to catch up,” says Leuthold economist and strategist Jim Paulsen.</p>\n<p>Ford,for example, just announced it had to curtail production because of chip shortages, not a shortfall in underlying demand.</p>\n<p>Paulsen predicts decent economic growth is sustainable because of factors like high savings rates, the rebound in employment and incomes as well as pent-up demand for big ticket items. If he’s right, the continued economic strength would support demand for all the products that use chips – including <a href=\"https://laohu8.com/S/F\">Ford</a> cars.</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Buy the pullback in chip stocks — and focus on these 6 companies for the long haul</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBuy the pullback in chip stocks — and focus on these 6 companies for the long haul\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-23 22:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correction that’s running through the stock market, chip makers have been hit harder than most.\nThe iShares ...</p>\n\n<a href=\"https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SNPS":"新思科技","SOXX":"iShares费城交易所半导体ETF","QCOM":"高通","SSNLF":"三星电子","GOOG":"谷歌","GOOGL":"谷歌A","NVDA":"英伟达","TSM":"台积电","AAPL":"苹果","CDNS":"铿腾电子","ASML":"阿斯麦","ON":"安森美半导体","AMZN":"亚马逊"},"source_url":"https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151608193","content_text":"The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correction that’s running through the stock market, chip makers have been hit harder than most.\nThe iShares Semiconductor ETF is down over 6% from recent highs, compared to declines of 2% or less for the S&P 500,Nasdaq Composite and the Dow Jones Industrial Average.\nDoes that make chip stocks a buy? Or is this historically cyclical sector up to its old tricks and headed into a sustained downtrend that will rip your face off.\nA lot depends on your timeline but if you like to own stocks for years rather than rent them for days, the group is a buy. The chief reason: “It’s different this time.”\nThose are admittedly among the scariest words in investing. But the chip sector has changed so much it really is different now – in ways that suggest it is less likely to crush you.\nYou’d be a fool to think there are no risks. I’ll go over those. But first, here are the three main reasons why the group is “safer” now – and six names favored by the half-dozen sector experts I’ve talked with over the past several days.\n1. The wicked witch of cyclicality is dead\n“Demand in the chip sector was always boom and bust, driven by product cycles,” says David Winborne, a portfolio manager at Impax Asset Management. “First PCs, then servers, then phones.” But now demand for chips has broadened across the economy so the secular growth story is more predictable, he says.\nJust look around you. Because of the increased “digitalization” of our lives and work, there’s greater diversity of end market demand from all angles. Think remote office services like Zoom, online shopping, cloud services, electric vehicles, 5G phones, smart factories, big data computing and even washing machines, points out Hendi Susanto, a portfolio manager and tech analyst at Gabelli Funds who is bullish on the group.\n“There is no aspect of the modern digital economy that can function without semiconductors,” says Motley Fool chip sector analyst John Rotonti. “That means more chips going into everything. The long-term demand is there.”\nHe’s not kidding. Chip sector revenue will double by 2030 to $1 trillion from $465 billion in 2020, predicts William Blair analyst Greg Scolaro.\nAll of this means the widespread supply shortages you’ve been hearing about “likely won’t be cured until sometime late next year,” says Bank of America chip sector analyst Vivek Arya. “That’s not just our view, but one confirmed by a majority of large customers.”\n2. The players have consolidated\nAll up and down the production chain, from design through the various types of equipment producers to manufacturing, industry players have consolidated down into what Rotonti calls “earned” duopolies or monopolies.\nIn chip design software, you have Cadence Design Systems and Synopsys.In production equipment, companies dominate specialized niches like ASML in extreme ultraviolet lithography (EUV). Manufacturing is dominated by Taiwan Semiconductor and Samsung Electronics.\nThese companies earned their niche or duopoly status by being the best at what they do. This makes them interesting for investors. The consolidation also means players behave more rationally in terms of pricing and production capacity, says Rotonti.\n3. Profitability has improved\nThis more rational behavior, combined with cost cutting, means profitability is now much higher than it was historically. “The economics of chip making has improved massively over past few years,” says Winbourne. Cash flow or EBITDA margins are often now over 30% whereas a decade ago they were in the 20% range.\nThis has implications for valuation. Though chip stocks trade at about a market multiple, they appear cheap because they are better companies, points out Lamar Villere, portfolio manager with Villere & Co. “They are not trading at a frothy multiple.”\nThe stocks to buy\nHere are six names favored by chip experts I recently checked in with.\nNew management plays\nThough Peter Karazeris, a senior equity research analyst at Thrivent, has reasons to be cautious on the group (see below), he singles out two companies whose performance may get a boost because they are under new management: Qualcomm and ON Semiconductor.\nBoth have solid profitability. Qualcomm was recently hit by one-off issues like bad weather in Texas that disrupted production, but the company has good exposure to the 5G phone trend. ON Semiconductor is expanding beyond phones into new areas like autos, industrial and the Internet of Things connected-device space.\nA data center and gaming play\nKarazeris also singles out Nvidia,which gets a continuing boost from its exposure to data center and gaming device chip demand — because of its superior design prowess.\nDesign tool companies\nSpeaking of design, when companies like Qualcomm and NVIDIA want to design chips, they turn to the design tools supplied by Cadence Design Systems and Synopsys.\nTheir software-based design tools help chip innovators create the blueprint for their chips, explains Rotonti at Motley Fool, who singles out these names. “They are not the fastest growers in the world, but they have good profit margins.” They also dominate the space.\nAn EUV play\nTo put those blueprints onto silicon in the early stages of chip production, companies like Taiwan Semiconductor and Samsung turn to ASML. Its machines use tiny bursts of light to stencil chip designs onto silicon wafers, in a process called extreme ultraviolet lithography. “No one else has figured out how to do it,” says Rotonti.\nIn other words, it has a monopoly position in supplying machines that do this – which are necessary for any company that wants to make leading edge chips.\nRisks\nHere are some of the chief risks for chip sector investors to watch.\nOversupply\nChip production has become politicized. The U.S. wants more production at home so it is not vulnerable to disruptions in Chinese supply chains. China wants to make 70% of the chips it uses by 2025, up from 5% now, says Winborne.\nThe upshot here is that there’s lots of government support to boost manufacturing – so there will be much more of it. The risk is oversupply at some point in the future. This might also create a pull forward in chip equipment purchases — leading to a lull down the road which could hurt sales and margin trends at equipment makers.\nNext, big tech companies like Alphabet,Apple and Ammazon.com are all doing their own chip design, which threatens specialized chip companies that do the same thing.\nQuantum computing\nComputers using chip designs based on quantum physics instead of traditional semiconductor architectures have superior performance, points out Scolaro at William Blair. “While it probably won’t become mainstream for at least another five years, quantum computing has the potential to transform everything from technology to healthcare.”\nA disturbing signal\nA blend of global purchasing managers (PMI) indexes peaked in April and then decelerated for three months. Meanwhile chip sales growth continued. Normally the two follow the same trend, points out Karazeris, who tracks this indicator at Thrivent. He chalks the divergence up to inventory building which is less sustainable than true end-market demand. So, he takes the divergence as a bearish signal for the chip sector.\nAnother cautionary sign comes from the forecasted weakness in pricing for dynamic random-access memory (DRAM) chips. “These are typically things you see at tops of cycles not the bottoms,” says Karazeris.\nBut it’s also possible the slowdown in the global PMI is more a reflection of chip shortages than a sign that the shortages aren’t real (and are just inventory building). “The divergence doesn’t necessarily mean that chip orders are going to roll over and die. It means chip manufacturing has to catch up,” says Leuthold economist and strategist Jim Paulsen.\nFord,for example, just announced it had to curtail production because of chip shortages, not a shortfall in underlying demand.\nPaulsen predicts decent economic growth is sustainable because of factors like high savings rates, the rebound in employment and incomes as well as pent-up demand for big ticket items. If he’s right, the continued economic strength would support demand for all the products that use chips – including Ford cars.","news_type":1},"isVote":1,"tweetType":1,"viewCount":808,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":896127739,"gmtCreate":1628563032521,"gmtModify":1703508179705,"author":{"id":"3582024918476098","authorId":"3582024918476098","name":"immryan","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582024918476098","authorIdStr":"3582024918476098"},"themes":[],"htmlText":"Good and like !","listText":"Good and like !","text":"Good and like !","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/896127739","repostId":"1122543075","repostType":4,"isVote":1,"tweetType":1,"viewCount":537,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":899995071,"gmtCreate":1628149652893,"gmtModify":1703502124166,"author":{"id":"3582024918476098","authorId":"3582024918476098","name":"immryan","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582024918476098","authorIdStr":"3582024918476098"},"themes":[],"htmlText":"Good news&nbsp;","listText":"Good news&nbsp;","text":"Good news","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/899995071","repostId":"1192728062","repostType":4,"repost":{"id":"1192728062","kind":"news","pubTimestamp":1628148597,"share":"https://ttm.financial/m/news/1192728062?lang=&edition=fundamental","pubTime":"2021-08-05 15:29","market":"sg","language":"en","title":"SGX reveals $447m profit for FY2021","url":"https://stock-news.laohu8.com/highlight/detail?id=1192728062","media":"Singapore Business","summary":"It points toward expansion as the driving factor of their success.\n\nSingapore Exchange (SGX) announc","content":"<blockquote>\n <b><i>It points toward expansion as the driving factor of their success.</i></b>\n</blockquote>\n<p>Singapore Exchange (SGX) announced a net profit of $447m for the financial year 2021 with a revenue of $1,056.7m.</p>\n<p>This is a slight dip from last year’s net profit $482.1m, with this year’s revenue seeing a slight increase from $1,052.7m.</p>\n<p>SGX attributes this growth to continued investment in expanding their business. From $486.9m, this year’s expenses increased by 8% to $525.2m. These largely went toward Scientific Beta and BidFX.</p>\n<p>Meanwhile, adjusted earnings before interest, taxes, depreciation, and amortization remained at $623.9m, down from last year’s $659.7m.</p>\n<p>Loh Boon Chye, CEO of SGX, remains proud of their current financial summary.</p>\n<p>“In FY2021, we continued to build, partner and acquire strategically – strengthening our capabilities, products and platforms across asset classes. We achieved a strong performance as we invested in growing our business, delivering similar record revenues compared to last year amidst a challenging environment. Notwithstanding the lower treasury income, our core business segments remained robust, with our fast-growing subsidiaries, Scientific Beta and BidFX, providing an added boost.”</p>","source":"lsy1618986048053","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>SGX reveals $447m profit for FY2021</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\">\nSGX reveals $447m profit for FY2021\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-05 15:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://sbr.com.sg/economy-stocks/news/sgx-reveals-447m-profit-fy2021><strong>Singapore Business</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It points toward expansion as the driving factor of their success.\n\nSingapore Exchange (SGX) announced a net profit of $447m for the financial year 2021 with a revenue of $1,056.7m.\nThis is a slight ...</p>\n\n<a href=\"https://sbr.com.sg/economy-stocks/news/sgx-reveals-447m-profit-fy2021\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"S68.SI":"新加坡交易所"},"source_url":"https://sbr.com.sg/economy-stocks/news/sgx-reveals-447m-profit-fy2021","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192728062","content_text":"It points toward expansion as the driving factor of their success.\n\nSingapore Exchange (SGX) announced a net profit of $447m for the financial year 2021 with a revenue of $1,056.7m.\nThis is a slight dip from last year’s net profit $482.1m, with this year’s revenue seeing a slight increase from $1,052.7m.\nSGX attributes this growth to continued investment in expanding their business. From $486.9m, this year’s expenses increased by 8% to $525.2m. These largely went toward Scientific Beta and BidFX.\nMeanwhile, adjusted earnings before interest, taxes, depreciation, and amortization remained at $623.9m, down from last year’s $659.7m.\nLoh Boon Chye, CEO of SGX, remains proud of their current financial summary.\n“In FY2021, we continued to build, partner and acquire strategically – strengthening our capabilities, products and platforms across asset classes. We achieved a strong performance as we invested in growing our business, delivering similar record revenues compared to last year amidst a challenging environment. Notwithstanding the lower treasury income, our core business segments remained robust, with our fast-growing subsidiaries, Scientific Beta and BidFX, providing an added boost.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":182,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":174513691,"gmtCreate":1627110026813,"gmtModify":1703484432175,"author":{"id":"3582024918476098","authorId":"3582024918476098","name":"immryan","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582024918476098","authorIdStr":"3582024918476098"},"themes":[],"htmlText":"Good!&nbsp;","listText":"Good!&nbsp;","text":"Good!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/174513691","repostId":"2153089933","repostType":2,"repost":{"id":"2153089933","kind":"highlight","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":1627100264,"share":"https://ttm.financial/m/news/2153089933?lang=&edition=fundamental","pubTime":"2021-07-24 12:17","market":"us","language":"en","title":"GM, Cruise demand Ford drop 'BlueCruise' name for hands-free driving","url":"https://stock-news.laohu8.com/highlight/detail?id=2153089933","media":"Reuters","summary":"By Joseph White   DETROIT, July 23 (Reuters) - General Motors Co    and its Cruise robo-taxi subsidi","content":"<html><body><p>By Joseph White</p><p>   DETROIT, July 23 (Reuters) - General Motors Co    and its Cruise robo-taxi subsidiary said early Saturday they will take action to stop Ford Motor Co    from using the name \"BlueCruise\" to market its hands-free driving technology.</p><p>   In a statement released shortly after midnight Detroit time on Saturday, GM said Ford's use of the BlueCruise name infringed on GM's Super Cruise trademark, as well as Cruise's trademark.</p><p>   \"While GM had hoped to resolve the trademark infringement matter with Ford amicably, we were left with no choice but to vigorously defend our brands and protect the equity our products and technology have earned over several years in the market,\" GM said in its statement.</p><p>   \"As this is a matter of pending litigation, we have no further comments at this time,\" it added.</p><p>   Ford officials could not be immediately reached for a reply.</p><p>   Automakers are racing each other to deploy technology to enable drivers to take their hands off the steering wheel in traffic jams or on highways. The so-called Advanced Driver Assistance Systems, such as Tesla Inc's    semi-automated Autopilot technology, are not supposed to allow drivers to fully disengage from driving for extended periods.</p><p>   Automakers have used the word, cruise, for decades to describe cruise control systems which allow drivers to set a speed the car will maintain, usually in highway driving.</p><p>   GM announced in 2012 it would use the name Super Cruise for its hands-free driver assistance technology, and has been marketing the technology using that name since 2017. </p><p>   GM's majority-owned Cruise self-driving vehicle unit has been operating since 2013.</p><p>   Ford announced it would use the name BlueCruise </p><p>for its hands-free driving technology in April this year.</p><p> (Reporting By Joe White; Editing by Himani Sarkar)</p><p>((Joe.White@thomsonreuters.com;))</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>GM, Cruise demand Ford drop 'BlueCruise' name for hands-free driving</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\">\nGM, Cruise demand Ford drop 'BlueCruise' name for hands-free driving\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\">2021-07-24 12:17</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>By Joseph White</p><p>   DETROIT, July 23 (Reuters) - General Motors Co    and its Cruise robo-taxi subsidiary said early Saturday they will take action to stop Ford Motor Co    from using the name \"BlueCruise\" to market its hands-free driving technology.</p><p>   In a statement released shortly after midnight Detroit time on Saturday, GM said Ford's use of the BlueCruise name infringed on GM's Super Cruise trademark, as well as Cruise's trademark.</p><p>   \"While GM had hoped to resolve the trademark infringement matter with Ford amicably, we were left with no choice but to vigorously defend our brands and protect the equity our products and technology have earned over several years in the market,\" GM said in its statement.</p><p>   \"As this is a matter of pending litigation, we have no further comments at this time,\" it added.</p><p>   Ford officials could not be immediately reached for a reply.</p><p>   Automakers are racing each other to deploy technology to enable drivers to take their hands off the steering wheel in traffic jams or on highways. The so-called Advanced Driver Assistance Systems, such as Tesla Inc's    semi-automated Autopilot technology, are not supposed to allow drivers to fully disengage from driving for extended periods.</p><p>   Automakers have used the word, cruise, for decades to describe cruise control systems which allow drivers to set a speed the car will maintain, usually in highway driving.</p><p>   GM announced in 2012 it would use the name Super Cruise for its hands-free driver assistance technology, and has been marketing the technology using that name since 2017. </p><p>   GM's majority-owned Cruise self-driving vehicle unit has been operating since 2013.</p><p>   Ford announced it would use the name BlueCruise </p><p>for its hands-free driving technology in April this year.</p><p> (Reporting By Joe White; Editing by Himani Sarkar)</p><p>((Joe.White@thomsonreuters.com;))</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GM":"通用汽车","TSLA":"特斯拉","F":"福特汽车"},"source_url":"http://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2153089933","content_text":"By Joseph White   DETROIT, July 23 (Reuters) - General Motors Co    and its Cruise robo-taxi subsidiary said early Saturday they will take action to stop Ford Motor Co    from using the name \"BlueCruise\" to market its hands-free driving technology.   In a statement released shortly after midnight Detroit time on Saturday, GM said Ford's use of the BlueCruise name infringed on GM's Super Cruise trademark, as well as Cruise's trademark.   \"While GM had hoped to resolve the trademark infringement matter with Ford amicably, we were left with no choice but to vigorously defend our brands and protect the equity our products and technology have earned over several years in the market,\" GM said in its statement.   \"As this is a matter of pending litigation, we have no further comments at this time,\" it added.   Ford officials could not be immediately reached for a reply.   Automakers are racing each other to deploy technology to enable drivers to take their hands off the steering wheel in traffic jams or on highways. The so-called Advanced Driver Assistance Systems, such as Tesla Inc's    semi-automated Autopilot technology, are not supposed to allow drivers to fully disengage from driving for extended periods.   Automakers have used the word, cruise, for decades to describe cruise control systems which allow drivers to set a speed the car will maintain, usually in highway driving.   GM announced in 2012 it would use the name Super Cruise for its hands-free driver assistance technology, and has been marketing the technology using that name since 2017.    GM's majority-owned Cruise self-driving vehicle unit has been operating since 2013.   Ford announced it would use the name BlueCruise for its hands-free driving technology in April this year. (Reporting By Joe White; Editing by Himani Sarkar)((Joe.White@thomsonreuters.com;))","news_type":1},"isVote":1,"tweetType":1,"viewCount":226,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":833136400,"gmtCreate":1629209562400,"gmtModify":1676529967384,"author":{"id":"3582024918476098","authorId":"3582024918476098","name":"immryan","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582024918476098","authorIdStr":"3582024918476098"},"themes":[],"htmlText":"That is not good","listText":"That is not good","text":"That is not good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/833136400","repostId":"1146168029","repostType":4,"repost":{"id":"1146168029","kind":"news","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":1629206834,"share":"https://ttm.financial/m/news/1146168029?lang=&edition=fundamental","pubTime":"2021-08-17 21:27","market":"us","language":"en","title":"Stocks open lower after larger-than-expected drop in retail sales","url":"https://stock-news.laohu8.com/highlight/detail?id=1146168029","media":"Tiger Newspress","summary":"(Aug 17) Stocks open lower after larger-than-expected drop in retail sales.\nDow industrials fall 291","content":"<p>(Aug 17)&nbsp;Stocks open lower after larger-than-expected drop in retail sales.</p>\n<p>Dow industrials fall 291 points, or 0.8%. S&amp;P 500 drops 0.7% to 4,448.21. Nasdaq Composite down 0.9% at 14,650.41.</p>\n<p>China tech stocks slump&nbsp;as&nbsp;China’s market regulator issued draft rules banning unfair competition among the nation’s online platform operators.</p>\n<p><img src=\"https://static.tigerbbs.com/792e1772879dc34b07a1aad8629d5ca1\" tg-width=\"375\" tg-height=\"853\" width=\"100%\" height=\"auto\">Dow member Home Depot fell more than 4%&nbsp;after reporting second-quarter results, knocking futures. While quarterly earnings topped estimates, same-store sales rose 4.5% in the period, below the 5% consensus estimate of analysts polled by StreetAccount. U.S. same store sales increased by just 3.4%.</p>\n<p><img src=\"https://static.tigerbbs.com/6e4c94ff0a55a39c655244dde44c44ae\" tg-width=\"1129\" tg-height=\"653\" width=\"100%\" height=\"auto\"></p>\n<p>Walmart shares gained&nbsp;0.27% after&nbsp;second-quarter earnings topped estimates. The retailer issued cautious guidance; the company said it will earn between $1.30 and $1.40 a share this quarter while the consensus analyst estimate is $1.32, according to StreetAccount.</p>\n<p><img src=\"https://static.tigerbbs.com/cc921ddb3f633aa1f233242ac43da84c\" tg-width=\"1129\" tg-height=\"653\" width=\"100%\" height=\"auto\"></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>Stocks open lower after larger-than-expected drop in retail sales</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\">\nStocks open lower after larger-than-expected drop in retail sales\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-08-17 21:27</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(Aug 17)&nbsp;Stocks open lower after larger-than-expected drop in retail sales.</p>\n<p>Dow industrials fall 291 points, or 0.8%. S&amp;P 500 drops 0.7% to 4,448.21. Nasdaq Composite down 0.9% at 14,650.41.</p>\n<p>China tech stocks slump&nbsp;as&nbsp;China’s market regulator issued draft rules banning unfair competition among the nation’s online platform operators.</p>\n<p><img src=\"https://static.tigerbbs.com/792e1772879dc34b07a1aad8629d5ca1\" tg-width=\"375\" tg-height=\"853\" width=\"100%\" height=\"auto\">Dow member Home Depot fell more than 4%&nbsp;after reporting second-quarter results, knocking futures. While quarterly earnings topped estimates, same-store sales rose 4.5% in the period, below the 5% consensus estimate of analysts polled by StreetAccount. U.S. same store sales increased by just 3.4%.</p>\n<p><img src=\"https://static.tigerbbs.com/6e4c94ff0a55a39c655244dde44c44ae\" tg-width=\"1129\" tg-height=\"653\" width=\"100%\" height=\"auto\"></p>\n<p>Walmart shares gained&nbsp;0.27% after&nbsp;second-quarter earnings topped estimates. The retailer issued cautious guidance; the company said it will earn between $1.30 and $1.40 a share this quarter while the consensus analyst estimate is $1.32, according to StreetAccount.</p>\n<p><img src=\"https://static.tigerbbs.com/cc921ddb3f633aa1f233242ac43da84c\" tg-width=\"1129\" tg-height=\"653\" width=\"100%\" height=\"auto\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite","SPY":"标普500ETF",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146168029","content_text":"(Aug 17) Stocks open lower after larger-than-expected drop in retail sales.\nDow industrials fall 291 points, or 0.8%. S&P 500 drops 0.7% to 4,448.21. Nasdaq Composite down 0.9% at 14,650.41.\nChina tech stocks slump as China’s market regulator issued draft rules banning unfair competition among the nation’s online platform operators.\nDow member Home Depot fell more than 4% after reporting second-quarter results, knocking futures. While quarterly earnings topped estimates, same-store sales rose 4.5% in the period, below the 5% consensus estimate of analysts polled by StreetAccount. U.S. same store sales increased by just 3.4%.\n\nWalmart shares gained 0.27% after second-quarter earnings topped estimates. The retailer issued cautious guidance; the company said it will earn between $1.30 and $1.40 a share this quarter while the consensus analyst estimate is $1.32, according to StreetAccount.","news_type":1},"isVote":1,"tweetType":1,"viewCount":566,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":839390731,"gmtCreate":1629121217123,"gmtModify":1676529936961,"author":{"id":"3582024918476098","authorId":"3582024918476098","name":"immryan","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582024918476098","authorIdStr":"3582024918476098"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/839390731","repostId":"1165935172","repostType":4,"isVote":1,"tweetType":1,"viewCount":692,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":830880403,"gmtCreate":1629044252702,"gmtModify":1676529916074,"author":{"id":"3582024918476098","authorId":"3582024918476098","name":"immryan","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582024918476098","authorIdStr":"3582024918476098"},"themes":[],"htmlText":"Good!","listText":"Good!","text":"Good!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/830880403","repostId":"2159145532","repostType":4,"repost":{"id":"2159145532","kind":"highlight","pubTimestamp":1628993103,"share":"https://ttm.financial/m/news/2159145532?lang=&edition=fundamental","pubTime":"2021-08-15 10:05","market":"us","language":"en","title":"AMC's \"Better\" Isn't the Same Thing as \"Good\"","url":"https://stock-news.laohu8.com/highlight/detail?id=2159145532","media":"Motley Fool","summary":"The theater chain's recently ended quarter serves up the expected glimmer of a recovery, but things are still nowhere near normal.","content":"<p>The good news is movie theater chain <b>AMC Entertainment Holdings</b> (NYSE:AMC) topped last quarter's revenue and earnings estimates. The bad news is it's still deep in the red, and only selling a fraction of the number of tickets it was selling before the pandemic took hold.</p>\n<p>None of this is terribly shocking, of course. A year earlier, the world was largely shut down due to COVID-19. Though the contagion is still with us, consumers and businesses alike are coping. Theaters in the U.S. were mostly reopened by March -- before AMC's second quarter began -- and studios were at least willing to give theaters a try. Universal's <i>Fast and Furious</i> series entry <i>F9</i>&nbsp;debuted in June, catching the tail end of the quarter in question.<i> A Quiet Place, Part II,</i> and <i>Hitman's Wife's Bodyguard</i> were also released in May and June, respectively. <i>Godzilla vs. Kong</i> was in theaters back in April. They weren't necessarily must-sees, but for newly vaccinated movie-goers ready to get out and do something close to normal again, they were something.</p>\n<p>As it turns out, though, they were still very little. AMC has miles to go before nearing the sort of business it was doing before the coronavirus rattled the world.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f60e80beb92a6bcec1a0ff4dbc1b82bd\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<h2>A still-ugly picture</h2>\n<p>The image below speaks volumes, plotting the number of movie tickets AMC sold every quarter through the quarter ending in June. Also plotted are the company's historical quarterly revenue, adjusted EBITDA, and operating profit (or loss), which is a function of those ticket sales. As the saying goes, read 'em and weep.</p>\n<p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F638611%2F081021-amc-fiscal-history.png&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"403\" width=\"100%\" height=\"auto\"><span>Data source: AMC Entertainment Holdings. Chart by author. Fiscal data is in millions. Ticket data is in thousands.</span></p>\n<p>Last quarter's 22.1 million tickets sold is around a fourth of the company's usual quarterly ticket sales, around 90 million. Q2's revenue of $444.7 million is roughly a third of the normal figure of $1.3 billion. The most recent results are clearly better than the non-existent numbers being produced a year ago, but still, we're miles away from the pre-pandemic norm. The company's also still deep in the red, reporting an operating loss of $296.6 million and negative adjusted EBITDA of $150.8 million.</p>\n<p>Neither the numbers nor the trend should be surprising, even if analysts and investors alike could only make broad guesses given that the turnaround remains a work in progress. Any revenue and earnings estimate that's even close to the actual reported figure is impressive in light of the circumstances.</p>\n<p>The earnings beat itself, however, has largely obscured more important matters and left important questions unanswered. Chief among these questions is, how much longer will it take the entire movie industry to crawl all the way out of the hole it's still clearly in?</p>\n<h2>From sizzle to fizzle</h2>\n<p>The release of <i>F9</i> in June drew patrons back to theaters, to be sure. Box Office Mojo reports domestic ticket sales of nearly $99 million for that late-June weekend, which was the best weekend the business had seen since February of last year.&nbsp;<b>Walt Disney</b>'s (NYSE:DIS) <i>Black Widow</i> led an even better weekend in early July, leading to $117 million worth of ticket sales in the U.S.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e24f62e8ffec16871093643907bf6e1f\" tg-width=\"700\" tg-height=\"406\" width=\"100%\" height=\"auto\"><span>Data source: Box Office Mojo. Chart by author.</span></p>\n<p>Things have clearly cooled off in the meantime, however, despite reasonably splashy titles like<i> Jungle Cruise, Space Jam: A New Legacy</i>, and <i>The Suicide Squad</i> being in theaters. <i>Hitman's Wife's Bodyguard</i> and <i>A Quiet Place, Part II</i> are also still in theaters, offering at least something theatrical to a wide audience. Consumers just aren't as stoked about going to the movies as they were a month ago.</p>\n<p>Can AMC explain these gloomy trends with the resurgence of COVID-19 via the delta variant? Sure, that's a headwind that can't be ignored. Something else that can't be ignored, however, is the fact that<i> Jungle Cruise, The Suicide Squad, Space Jam: A New Legacy, Black Widow,</i> and <i>F9</i> can all be streamed at home.</p>\n<h2>Bottom line</h2>\n<p>This isn't a forecast for a complete collapse of AMC. One way or another, the theater chain will carry on. It may require some sort of reorganization or debt restructuring, but the name will survive.</p>\n<p>The return to normalcy (or profitability) is at least several quarters away, though, and that could be a few rough quarters. In the meantime, this company has to justify an $18.5 billion market cap, never having produced more than a billion dollars' worth of EBITDA in any four-quarter stretch and never having turned an annualized operating profit of more than $265 million in any four-quarter span -- even in its 2018 heyday.</p>\n<p>At the very least, AMC investors should exercise caution. These investors should also start asking exactly how AMC is going to convince a bunch of consumers to fall out of love with streaming new releases at home. There might not be a good answer to that question.</p>","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>AMC's \"Better\" Isn't the Same Thing as \"Good\"</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\">\nAMC's \"Better\" Isn't the Same Thing as \"Good\"\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-15 10:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/08/14/amcs-better-isnt-the-same-thing-as-good/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The good news is movie theater chain AMC Entertainment Holdings (NYSE:AMC) topped last quarter's revenue and earnings estimates. The bad news is it's still deep in the red, and only selling a fraction...</p>\n\n<a href=\"https://www.fool.com/investing/2021/08/14/amcs-better-isnt-the-same-thing-as-good/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMC":"AMC院线"},"source_url":"https://www.fool.com/investing/2021/08/14/amcs-better-isnt-the-same-thing-as-good/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2159145532","content_text":"The good news is movie theater chain AMC Entertainment Holdings (NYSE:AMC) topped last quarter's revenue and earnings estimates. The bad news is it's still deep in the red, and only selling a fraction of the number of tickets it was selling before the pandemic took hold.\nNone of this is terribly shocking, of course. A year earlier, the world was largely shut down due to COVID-19. Though the contagion is still with us, consumers and businesses alike are coping. Theaters in the U.S. were mostly reopened by March -- before AMC's second quarter began -- and studios were at least willing to give theaters a try. Universal's Fast and Furious series entry F9 debuted in June, catching the tail end of the quarter in question. A Quiet Place, Part II, and Hitman's Wife's Bodyguard were also released in May and June, respectively. Godzilla vs. Kong was in theaters back in April. They weren't necessarily must-sees, but for newly vaccinated movie-goers ready to get out and do something close to normal again, they were something.\nAs it turns out, though, they were still very little. AMC has miles to go before nearing the sort of business it was doing before the coronavirus rattled the world.\nImage source: Getty Images.\nA still-ugly picture\nThe image below speaks volumes, plotting the number of movie tickets AMC sold every quarter through the quarter ending in June. Also plotted are the company's historical quarterly revenue, adjusted EBITDA, and operating profit (or loss), which is a function of those ticket sales. As the saying goes, read 'em and weep.\nData source: AMC Entertainment Holdings. Chart by author. Fiscal data is in millions. Ticket data is in thousands.\nLast quarter's 22.1 million tickets sold is around a fourth of the company's usual quarterly ticket sales, around 90 million. Q2's revenue of $444.7 million is roughly a third of the normal figure of $1.3 billion. The most recent results are clearly better than the non-existent numbers being produced a year ago, but still, we're miles away from the pre-pandemic norm. The company's also still deep in the red, reporting an operating loss of $296.6 million and negative adjusted EBITDA of $150.8 million.\nNeither the numbers nor the trend should be surprising, even if analysts and investors alike could only make broad guesses given that the turnaround remains a work in progress. Any revenue and earnings estimate that's even close to the actual reported figure is impressive in light of the circumstances.\nThe earnings beat itself, however, has largely obscured more important matters and left important questions unanswered. Chief among these questions is, how much longer will it take the entire movie industry to crawl all the way out of the hole it's still clearly in?\nFrom sizzle to fizzle\nThe release of F9 in June drew patrons back to theaters, to be sure. Box Office Mojo reports domestic ticket sales of nearly $99 million for that late-June weekend, which was the best weekend the business had seen since February of last year. Walt Disney's (NYSE:DIS) Black Widow led an even better weekend in early July, leading to $117 million worth of ticket sales in the U.S.\nData source: Box Office Mojo. Chart by author.\nThings have clearly cooled off in the meantime, however, despite reasonably splashy titles like Jungle Cruise, Space Jam: A New Legacy, and The Suicide Squad being in theaters. Hitman's Wife's Bodyguard and A Quiet Place, Part II are also still in theaters, offering at least something theatrical to a wide audience. Consumers just aren't as stoked about going to the movies as they were a month ago.\nCan AMC explain these gloomy trends with the resurgence of COVID-19 via the delta variant? Sure, that's a headwind that can't be ignored. Something else that can't be ignored, however, is the fact that Jungle Cruise, The Suicide Squad, Space Jam: A New Legacy, Black Widow, and F9 can all be streamed at home.\nBottom line\nThis isn't a forecast for a complete collapse of AMC. One way or another, the theater chain will carry on. It may require some sort of reorganization or debt restructuring, but the name will survive.\nThe return to normalcy (or profitability) is at least several quarters away, though, and that could be a few rough quarters. In the meantime, this company has to justify an $18.5 billion market cap, never having produced more than a billion dollars' worth of EBITDA in any four-quarter stretch and never having turned an annualized operating profit of more than $265 million in any four-quarter span -- even in its 2018 heyday.\nAt the very least, AMC investors should exercise caution. These investors should also start asking exactly how AMC is going to convince a bunch of consumers to fall out of love with streaming new releases at home. There might not be a good answer to that question.","news_type":1},"isVote":1,"tweetType":1,"viewCount":514,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802585244,"gmtCreate":1627788568888,"gmtModify":1703495886969,"author":{"id":"3582024918476098","authorId":"3582024918476098","name":"immryan","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582024918476098","authorIdStr":"3582024918476098"},"themes":[],"htmlText":"Good ! like :)","listText":"Good ! like :)","text":"Good ! like :)","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/802585244","repostId":"1142925544","repostType":4,"repost":{"id":"1142925544","kind":"news","pubTimestamp":1627787240,"share":"https://ttm.financial/m/news/1142925544?lang=&edition=fundamental","pubTime":"2021-08-01 11:07","market":"us","language":"en","title":"Investors, Beware! Stocks Are Entering the Most Dangerous Stretch of the Year","url":"https://stock-news.laohu8.com/highlight/detail?id=1142925544","media":"Barron's","summary":"“Yes, it’s summer, my time of year,”as the group War sangin that golden oldie “Summer” from the 1970","content":"<p>“Yes, it’s summer, my time of year,”as the group War sangin that golden oldie “Summer” from the 1970s, recalling pleasant times at the beach or by the barbecue. No need to remind anyone back then of droughts, wildfires, or Covid-19 surges that are unfortunate features of the steamy season this year.</p>\n<p>But the coming of August also means entering what historically has been the most treacherous stretch of the year for stocks, according to data going back to 1928 compiled by Bank of America analyst Stephen Suttmeier. He finds that theS&amp;P 500index had a negative return averaging 0.03% in August, September, and October—the worst three-month span of the year for the big-cap benchmark. In fact, they constitute the only three-month period that averages in the red.</p>\n<p>August actually is bracketed by the best and worst months of the year, he adds in a research note. July averages a 1.58% return on the S&amp;P 500, with positive results 59.1% of the time, while September averages a negative 1.03%, ending in the plus column less than half of the time, or 45%.</p>\n<p>This July did even better than the norm, with the S&amp;P 500 gaining 2.27%. It also was the sixth consecutive up month for the index—the longest positive streak since September 2018, according to Dow Jones’ statistical mavens. During that period, its cumulative advance was 18.34%.</p>\n<p>August’s record is in between, with an average 0.70% S&amp;P 500 return and positive results 58.1% of the time, marking a transition from the “summer rip” to the “fall dip.”</p>\n<p>Not surprisingly, the laggard returns of the August-October period are accompanied by an uptick in volatility, Suttmeier finds. Based on records going back to 1992, theCboe Volatility Index,or VIX, has often seen spikes during those months, following relatively subdued volatility in the April-July period.</p>\n<p>Past isn’t necessarily prologue, but if it is, the timing of the initial public offering byRobinhood Markets(ticker: HOOD) might prove propitious, if the stock market does have its typical seasonal rough patch. The online broker, whose putative mission is to open investing to novices supposedly ignored by established outfits, sold 55 million shares at $38 on Thursday. In the process, it provided a valuable lesson to all those who got in on the IPO: Buy low and sell high.</p>\n<p>The company evidently fulfilled the latter imperative, selling its shares high, even though they were priced at the low end of the expected $38-$42 range. Their price sank 8.4% on their first day of trading, although they recouped a bit on Friday. By week’s end, buyers of Robinhood’s IPO who held were down 7.5%.</p>\n<p>Among those who sold high were the company’s co-founders, CEO Vladimir Tenev and Chief Creative Officer Baiju Bhatt, who each offloaded 1.25 million shares in the IPO. As my illustrious predecessor, Alan Abelson, liked to observe, there are many good reasons to sell a stock, but expecting it to go up isn’t one of them. That has never been more true, given the ability of rich owners to monetize their assets by borrowing against them cheaply, and without incurring capital-gains taxes.</p>\n<p>To be sure, Tenev and Bhatt still have significant stakes in Robinhood. Asour colleague Avi Salzman reported, these were worth $2.5 billion at the initial offering price, and Tenev and Bhatt retain voting control. The two also could receive awards of shares worth as much as $6.7 billion for Tenev and $4 billion for Bhatt, if the stock hits $300, or nearly the proverbial ten-bagger from here.</p>\n<p>But in a blow against income inequality, the potential billionaire pair took symbolic pay cuts, to $34,248, the average annual wage of American workers. As the comedian Yakov Smirnoff likes to say, “What a country!”</p>\n<p>How those workers are faring will be a subject of the monthly employment report slated for release this coming Friday.</p>\n<p>Economists’ forecasts for nonfarm payrolls center around a gain of 900,000. Jefferies economists Aneta Markowska and Thomas Simons estimate that the increase could top the long-anticipated one million mark; they forecast 1.2 million.</p>\n<p>Markowska and Simons think the expiration of supplemental unemployment benefits in some states will boost the labor supply, although that is a matter of significant debate. (For more on the jobs market, seethis week’s cover story.)</p>\n<p></p>","source":"lsy1610680873436","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>Investors, Beware! Stocks Are Entering the Most Dangerous Stretch of the Year</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nInvestors, Beware! Stocks Are Entering the Most Dangerous Stretch of the Year\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-01 11:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/stocks-news-robinhood-sp500-51627692215?mod=hp_LATEST><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>“Yes, it’s summer, my time of year,”as the group War sangin that golden oldie “Summer” from the 1970s, recalling pleasant times at the beach or by the barbecue. No need to remind anyone back then of ...</p>\n\n<a href=\"https://www.barrons.com/articles/stocks-news-robinhood-sp500-51627692215?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":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index","SPY":"标普500ETF"},"source_url":"https://www.barrons.com/articles/stocks-news-robinhood-sp500-51627692215?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142925544","content_text":"“Yes, it’s summer, my time of year,”as the group War sangin that golden oldie “Summer” from the 1970s, recalling pleasant times at the beach or by the barbecue. No need to remind anyone back then of droughts, wildfires, or Covid-19 surges that are unfortunate features of the steamy season this year.\nBut the coming of August also means entering what historically has been the most treacherous stretch of the year for stocks, according to data going back to 1928 compiled by Bank of America analyst Stephen Suttmeier. He finds that theS&P 500index had a negative return averaging 0.03% in August, September, and October—the worst three-month span of the year for the big-cap benchmark. In fact, they constitute the only three-month period that averages in the red.\nAugust actually is bracketed by the best and worst months of the year, he adds in a research note. July averages a 1.58% return on the S&P 500, with positive results 59.1% of the time, while September averages a negative 1.03%, ending in the plus column less than half of the time, or 45%.\nThis July did even better than the norm, with the S&P 500 gaining 2.27%. It also was the sixth consecutive up month for the index—the longest positive streak since September 2018, according to Dow Jones’ statistical mavens. During that period, its cumulative advance was 18.34%.\nAugust’s record is in between, with an average 0.70% S&P 500 return and positive results 58.1% of the time, marking a transition from the “summer rip” to the “fall dip.”\nNot surprisingly, the laggard returns of the August-October period are accompanied by an uptick in volatility, Suttmeier finds. Based on records going back to 1992, theCboe Volatility Index,or VIX, has often seen spikes during those months, following relatively subdued volatility in the April-July period.\nPast isn’t necessarily prologue, but if it is, the timing of the initial public offering byRobinhood Markets(ticker: HOOD) might prove propitious, if the stock market does have its typical seasonal rough patch. The online broker, whose putative mission is to open investing to novices supposedly ignored by established outfits, sold 55 million shares at $38 on Thursday. In the process, it provided a valuable lesson to all those who got in on the IPO: Buy low and sell high.\nThe company evidently fulfilled the latter imperative, selling its shares high, even though they were priced at the low end of the expected $38-$42 range. Their price sank 8.4% on their first day of trading, although they recouped a bit on Friday. By week’s end, buyers of Robinhood’s IPO who held were down 7.5%.\nAmong those who sold high were the company’s co-founders, CEO Vladimir Tenev and Chief Creative Officer Baiju Bhatt, who each offloaded 1.25 million shares in the IPO. As my illustrious predecessor, Alan Abelson, liked to observe, there are many good reasons to sell a stock, but expecting it to go up isn’t one of them. That has never been more true, given the ability of rich owners to monetize their assets by borrowing against them cheaply, and without incurring capital-gains taxes.\nTo be sure, Tenev and Bhatt still have significant stakes in Robinhood. Asour colleague Avi Salzman reported, these were worth $2.5 billion at the initial offering price, and Tenev and Bhatt retain voting control. The two also could receive awards of shares worth as much as $6.7 billion for Tenev and $4 billion for Bhatt, if the stock hits $300, or nearly the proverbial ten-bagger from here.\nBut in a blow against income inequality, the potential billionaire pair took symbolic pay cuts, to $34,248, the average annual wage of American workers. As the comedian Yakov Smirnoff likes to say, “What a country!”\nHow those workers are faring will be a subject of the monthly employment report slated for release this coming Friday.\nEconomists’ forecasts for nonfarm payrolls center around a gain of 900,000. Jefferies economists Aneta Markowska and Thomas Simons estimate that the increase could top the long-anticipated one million mark; they forecast 1.2 million.\nMarkowska and Simons think the expiration of supplemental unemployment benefits in some states will boost the labor supply, although that is a matter of significant debate. (For more on the jobs market, seethis week’s cover story.)","news_type":1},"isVote":1,"tweetType":1,"viewCount":243,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}