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nancy88
2023-03-04
$YZJ Fin Hldg(YF8.SI)$
lloke
nancy88
2022-04-19
$Quantumscape Corp.(QS)$
Monitor
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2021-08-27
Nice
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nancy88
2022-09-30
$YZJ Fin Hldg(YF8.SI)$
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nancy88
2022-09-19
$YZJ Fin Hldg(YF8.SI)$
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nancy88
2022-12-01
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XPeng: Main Takeaways From Q3 Earnings
nancy88
2022-08-08
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nancy88
2023-01-03
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lloke
nancy88
2022-04-17
$Zepp Health Corporation(ZEPP)$
Nono
nancy88
2022-08-11
$YZJ Fin Hldg(YF8.SI)$
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nancy88
2022-07-02
Hi
3 Warren Buffett Stocks to Buy Hand Over Fist in July
nancy88
2022-07-01
$Palantir Technologies Inc.(PLTR)$
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nancy88
2022-03-18
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Tesla Restarts Production at Shanghai Plant after Two-Day Stoppage -Sources
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2021-09-10
$Walt Disney(DIS)$
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nancy88
2022-09-23
$YZJ Fin Hldg(YF8.SI)$
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nancy88
2022-09-20
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nancy88
2022-09-18
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nancy88
2022-09-17
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nancy88
2022-08-28
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2022-08-10
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Cheers to TIGERs","listText":"Enjoy the great games & trading. Cheers to TIGERs","text":"Enjoy the great games & trading. Cheers to TIGERs","images":[{"img":"https://community-static.tradeup.com/news/6c6c28d87af1fa08288caac6b20fd0fb"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/322393690710216","repostId":"321656705454320","repostType":1,"repost":{"id":321656705454320,"gmtCreate":1719553802085,"gmtModify":1719557507208,"author":{"id":"3527667667103859","authorId":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/c266ef25181ace18bec1262357bbe1a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667667103859","authorIdStr":"3527667667103859"},"themes":[],"title":"[10th Anniv] Spot the Difference in 10 Seconds","htmlText":"As we celebrate Tiger's 10th anniversary, we would like to invite you to \"Spot the Difference in 10 Seconds!\". Let's take part in this exciting game together!🔍We will post three images. All you have to do is spot the differences and post them in the comments! The first person to correctly answer will receive a special prize.💡How to participateSave the following images and circle the differences on your phone.Reply in the comment section with your saved picture to show us how many differences you can find.🎁PrizesAll Tigers who leave a message in the comment sections of this post will receive 10 Tiger Coins.💰💰💰.One Tiger will be rewarded 100 coins for the comments with the Most Likes.( Invite your friends to give you likes).The first and last Tiger who find all different Tigers will receive","listText":"As we celebrate Tiger's 10th anniversary, we would like to invite you to \"Spot the Difference in 10 Seconds!\". Let's take part in this exciting game together!🔍We will post three images. All you have to do is spot the differences and post them in the comments! The first person to correctly answer will receive a special prize.💡How to participateSave the following images and circle the differences on your phone.Reply in the comment section with your saved picture to show us how many differences you can find.🎁PrizesAll Tigers who leave a message in the comment sections of this post will receive 10 Tiger Coins.💰💰💰.One Tiger will be rewarded 100 coins for the comments with the Most Likes.( Invite your friends to give you likes).The first and last Tiger who find all different Tigers will receive","text":"As we celebrate Tiger's 10th anniversary, we would like to invite you to \"Spot the Difference in 10 Seconds!\". Let's take part in this exciting game together!🔍We will post three images. All you have to do is spot the differences and post them in the comments! The first person to correctly answer will receive a special prize.💡How to participateSave the following images and circle the differences on your phone.Reply in the comment section with your saved picture to show us how many differences you can find.🎁PrizesAll Tigers who leave a message in the comment sections of this post will receive 10 Tiger Coins.💰💰💰.One Tiger will be rewarded 100 coins for the comments with the Most Likes.( Invite your friends to give you likes).The first and last Tiger who find all different Tigers will receive","images":[{"img":"https://community-static.tradeup.com/news/adad04807a6882c134ec67bea073d588","width":"1545","height":"2000"},{"img":"https://community-static.tradeup.com/news/0cb58e15007026c6230300ac1e65b88c","width":"1545","height":"2000"},{"img":"https://community-static.tradeup.com/news/25dfebd34b0c3b2d075b9e782ef046a7","width":"1545","height":"2000"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/321656705454320","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":201,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":316883827843320,"gmtCreate":1718403259974,"gmtModify":1718403265299,"author":{"id":"3582057436194036","authorId":"3582057436194036","name":"nancy88","avatar":"https://static.tigerbbs.com/f13797428448c51d0bc978c26e4c437c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582057436194036","authorIdStr":"3582057436194036"},"themes":[],"htmlText":"congratulations, it been a long ride","listText":"congratulations, it been a long ride","text":"congratulations, it been a long ride","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/316883827843320","isVote":1,"tweetType":1,"viewCount":195,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":316580390694976,"gmtCreate":1718317780832,"gmtModify":1718317784988,"author":{"id":"3582057436194036","authorId":"3582057436194036","name":"nancy88","avatar":"https://static.tigerbbs.com/f13797428448c51d0bc978c26e4c437c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582057436194036","authorIdStr":"3582057436194036"},"themes":[],"htmlText":"great job , enjoy the event","listText":"great job , enjoy the event","text":"great job , enjoy the event","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/316580390694976","isVote":1,"tweetType":1,"viewCount":410,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":263695227142360,"gmtCreate":1705414380005,"gmtModify":1705414382589,"author":{"id":"3582057436194036","authorId":"3582057436194036","name":"nancy88","avatar":"https://static.tigerbbs.com/f13797428448c51d0bc978c26e4c437c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582057436194036","authorIdStr":"3582057436194036"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/LU\">$Lufax(LU)$ </a> all the best","listText":"<a href=\"https://ttm.financial/S/LU\">$Lufax(LU)$ </a> all the best","text":"$Lufax(LU)$ all the 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16:18","market":"us","language":"en","title":"XPeng: Main Takeaways From Q3 Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=1119254223","media":"Seeking Alpha","summary":"SummaryXPeng is an EV-focused player in the Chinese market, with very good long-term growth prospect","content":"<html><head></head><body><h3>Summary</h3><ul><li>XPeng is an EV-focused player in the Chinese market, with very good long-term growth prospects supported by an expanding product offering.</li><li>Q3 2022 was an acceptable quarter considering COVID-related restrictions, a situation that may ease in the coming weeks.</li><li>XPEV stock valuation is relatively low and upside potential is attractive over the next couple of years, as XPeng continues to execute well on its growth strategy.</li></ul><p><a href=\"https://laohu8.com/S/XPEV\">XPeng</a> reported its Q3 2022 earnings today, which were decent considering current industry and market headwinds, but medium to long-term growth prospects remain good and its shares are undervalued, making XPeng an attractive play in the Electric Vehicle (EV) sector.</p><h3>Background</h3><p>As I’ve analyzed on previous articles, I’m bullish on XPeng over the long term because the company is very well positioned to be one of the leading EV brands in China, and potentially abroad over the coming years. Its business mix of combining EVs with strong technological capabilities has been quite successful, in an industry where new entrants usually struggle to win significant market share.</p><p>While the long-term growth prospects are good, over the past few quarters the market environment for the auto sector has been tough, due to supply bottlenecks and China’s zero-COVID policy, which has affected auto sales and production levels.</p><p>Despite the challenging background, XPeng has been able to deliver about 30,000 cars per quarter, which can be seen as positive considering the headwinds the company had to face during this period. In the most recent quarter, XPeng delivered 29,000 vehicles, representing an increase of 15% YoY and in-line with its guidance, but down by some 16% compared to the previous quarter.</p><p>Since the beginning of the year to the end of October, XPeng’s total deliveries amounted to 103,654 vehicles, an increase of 56% YoY. This is quite good considering the issues that have impacted the auto industry during this year, showing that the company’s growth strategy is progressing well and is delivering good results.</p><p>Taking into account this backdrop, XPeng reported today a mixed set of results, while its short-term guidance was also not particularly upbeat.</p><h3>XPeng Q3 2022 Earnings Analysis</h3><p>XPeng released its earnings related to Q3 2022 financial results today, which were more or less in-line with expectations on the top line, but missed consensus on earnings. Nevertheless, this quarter its financial performance was closer to expectations than compared to Q2, showing that external issues are making less impact on the company’s operating performance.</p><p><img src=\"https://static.tigerbbs.com/6ba57fe7a41523a33fc9f1231d01aeae\" tg-width=\"450\" tg-height=\"255\" referrerpolicy=\"no-referrer\"/>Its revenues amounted to $960 million in Q3 (+19.3% YoY), being slightly below estimates, while its EPS loss of $0.36 was 7% worse than expected, as shown in the previous table. During the third quarter of 2022, XPeng delivered more than 29,000 units, of which the majority were from the P7 model (close to 17,000 units), while the P5 model was responsible for about 8.7k units.</p><p><img src=\"https://static.tigerbbs.com/e04ff82354e5ceecfc3f12b1ea74587f\" tg-width=\"407\" tg-height=\"90\" referrerpolicy=\"no-referrer\"/>In October, XPeng started deliveries of its new flagship SUV, the G9 model, delivering some 623 units in the last few days of the month. This model is very important for XPeng’s volume growth, as its previous small SUV (the G3 mode l) was launched in 2018 and was targeted for the mass-market instead of the premium segment.</p><p>In China, the SUV premium segment is quite important and is responsible for significant volume sales, which means that with the G9 model the company is now in direct competition with NIO Inc. (NIO) and Tesla (TSLA) in this important market segment. This model is a strong support for XPeng’s unit and revenue growth in the coming quarters, as the company was mainly present in the sedan segment with the P5 and P7 models, as the G3i small SUV was also being updated and the face-lifted model resumed deliveries in the past month (709 units were delivered in October).</p><p>The company also continued to expand its self-operated charging network, and had more than 1,100 locations in operation at the end of last September.</p><p>Regarding margins, XPeng reported an improvement compared to the previous quarter, considering that gross margin was 13.5% (vs. 10.9% in Q2 2022), even though this margin is lower than in the same quarter of 2021 (14.4% in Q3 2021). This lower margin is mainly explained by rising raw material and battery costs incurred in the last few months, which the company is only able to pass to its customers to some extent.</p><p>Competition in the EV market is quite strong in China, thus higher prices to reflect increasing costs aren’t easy to do, at least without hurting demand for its products. For instance, Tesla has recently cut its prices in China by about 9%, due to soft demand, putting pressure on competitors such as XPeng or NIO to do the same, if they don’t want to lose market share to competitors. This means that gross margin is expected to remain under pressure for some time, as hiking prices is not likely for XPeng in the short term.</p><p>While this trend is not ideal for the company to reach operational breakeven in the next few years, XPeng said that it has recently performed an in-depth review of its business strategy and did some organizational restructuring, aiming to implement some cost control initiatives and improve operational efficiency. As the auto industry is clearly a business that benefits from economies of scale, higher margins are possible from the expansion of its product line-up and higher production volumes, which will lead to a lower cost of each vehicle, as fixed costs will be diluted by a larger number of units sold.</p><p>Nevertheless, the company is still operating in the red, as XPeng reported a loss of $330 million in Q3, slightly lower than its loss in the previous quarter.</p><p>Regarding its balance sheet, XPeng has a solid financial position, given that at the end of last quarter it had some $5.64 billion in cash, which is enough to finance its business growth over the next few years and therefore dilution risk seems to be quite low at this point, as the company does not need to raise capital in the short to medium term.</p><p>Moreover, as the company’s unit sales increase, its cash flow is also expected to grow, while at the same time capex needs in the coming years are expected to be lower compared to 2022. This means that XPeng seems to be capable of financing itself from organic cash sources, despite still being an early-growth company, and could potentially be cash flow positive in 2024, which is quite positive for current shareholders.</p><p>Regarding its guidance for Q4, it was quite weak, as XPeng only expects to deliver between 20,000-21,000 units, a decline of about 50% YoY, while revenue should be about $770 million, also down by some 42% at the mid-point of its guidance compared to the same quarter of 2021. This is justified mainly by COVID-related restrictions, which reportedly China might be phasing out in the next few weeks, which would be positive for a potential deliveries rebound in the next months.</p><p>Moreover, beyond normalization of supply-chain issues and Covid-related restrictions, there is also unit growth potential coming from a new mid-size SUV to be launched by the middle of next year, which is expected to have a lower price tag than compared to the G9 model. While XPeng expects to be able to sell about 10,000 G9 units per month, if there aren’t external issues affecting its operations, it has even higher expectations for the new model, as it will be targeted to a higher-volume market segment.</p><p>This means that XPeng is likely to reach some 125k unit deliveries during 2022, a number that can increase to about 200k in 2023 if restrictions are eased in China, and grow to some 290k units by 2024. Therefore, while there are some important headwinds for unit sales growth, XPeng’s medium-term growth prospects remain quite good, supported by an expanding product portfolio.</p><h3>XPEV Stock Valuation & Estimates</h3><p>Like many growth companies and EV start-ups, XPeng’s share price has been quite weak during 2022 and is down by more than 80% since the beginning of the year. This reflects general market weakness and negative investor sentiment toward unprofitable growth companies, but also its struggles during the year to grow its deliveries due to supply-chain issued and COVID-related restrictions in China.</p><p>Despite this background, in my opinion, the company’s growth prospects remain strong and XPeng made important steps to improve its product competitiveness, through the launch of the G9 model and the updated G3i model. This means that the fundamentals and valuation aren’t aligned, a trend that is visible in its valuation de-rating experienced over the past few months.</p><p>Indeed, XPeng’s valuation has declined from about 40x forward revenues at the end of the year, to only 3.3x revenue nowadays, showing that its share price weakness has been quite hard and XPeng is currently trading at very low multiples. For instance, Tesla is currently trading at some 5x forward revenue, supporting the view that XPeng is currently undervalued.</p><p><img src=\"https://static.tigerbbs.com/f3aead0b84f698c5ab00432bcadee05d\" tg-width=\"640\" tg-height=\"261\" referrerpolicy=\"no-referrer\"/>Regarding medium-term estimates, revenue expectations continue to show a strong path in the coming years, considering that according to analysts’ estimates, XPeng’s revenue is expected to be $4.5 billion in 2022, while for 2023 revenue is expected to increase to $8.1 billion, and be close to $16.4 billion by 2025. Therefore, assuming its current valuation of 3.3x forward sales multiple, XPeng’s fair value would be about $21 per share by end-2024, which is more than double its current share price.</p><h3>Conclusion</h3><p>XPeng has delivered a decent quarter considering the issues impacting the auto industry in China, which also explains its weak guidance for Q4. Despite that, XPeng’s medium-term growth prospects remain quite strong, and expectations of softer COVID-related restrictions in China led to a surging share price reaction today. Nevertheless, XPeng remains quite undervalued considering its fundamental’s and growth expected ahead, remaining a good play in the EV secular growth investment theme.</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>XPeng: Main Takeaways From Q3 Earnings</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\">\nXPeng: Main Takeaways From Q3 Earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-01 16:18 GMT+8 <a href=https://seekingalpha.com/article/4561443-xpeng-q3-earnings-main-takeaways><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryXPeng is an EV-focused player in the Chinese market, with very good long-term growth prospects supported by an expanding product offering.Q3 2022 was an acceptable quarter considering COVID-...</p>\n\n<a href=\"https://seekingalpha.com/article/4561443-xpeng-q3-earnings-main-takeaways\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09868":"小鹏汽车-W","XPEV":"小鹏汽车"},"source_url":"https://seekingalpha.com/article/4561443-xpeng-q3-earnings-main-takeaways","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119254223","content_text":"SummaryXPeng is an EV-focused player in the Chinese market, with very good long-term growth prospects supported by an expanding product offering.Q3 2022 was an acceptable quarter considering COVID-related restrictions, a situation that may ease in the coming weeks.XPEV stock valuation is relatively low and upside potential is attractive over the next couple of years, as XPeng continues to execute well on its growth strategy.XPeng reported its Q3 2022 earnings today, which were decent considering current industry and market headwinds, but medium to long-term growth prospects remain good and its shares are undervalued, making XPeng an attractive play in the Electric Vehicle (EV) sector.BackgroundAs I’ve analyzed on previous articles, I’m bullish on XPeng over the long term because the company is very well positioned to be one of the leading EV brands in China, and potentially abroad over the coming years. Its business mix of combining EVs with strong technological capabilities has been quite successful, in an industry where new entrants usually struggle to win significant market share.While the long-term growth prospects are good, over the past few quarters the market environment for the auto sector has been tough, due to supply bottlenecks and China’s zero-COVID policy, which has affected auto sales and production levels.Despite the challenging background, XPeng has been able to deliver about 30,000 cars per quarter, which can be seen as positive considering the headwinds the company had to face during this period. In the most recent quarter, XPeng delivered 29,000 vehicles, representing an increase of 15% YoY and in-line with its guidance, but down by some 16% compared to the previous quarter.Since the beginning of the year to the end of October, XPeng’s total deliveries amounted to 103,654 vehicles, an increase of 56% YoY. This is quite good considering the issues that have impacted the auto industry during this year, showing that the company’s growth strategy is progressing well and is delivering good results.Taking into account this backdrop, XPeng reported today a mixed set of results, while its short-term guidance was also not particularly upbeat.XPeng Q3 2022 Earnings AnalysisXPeng released its earnings related to Q3 2022 financial results today, which were more or less in-line with expectations on the top line, but missed consensus on earnings. Nevertheless, this quarter its financial performance was closer to expectations than compared to Q2, showing that external issues are making less impact on the company’s operating performance.Its revenues amounted to $960 million in Q3 (+19.3% YoY), being slightly below estimates, while its EPS loss of $0.36 was 7% worse than expected, as shown in the previous table. During the third quarter of 2022, XPeng delivered more than 29,000 units, of which the majority were from the P7 model (close to 17,000 units), while the P5 model was responsible for about 8.7k units.In October, XPeng started deliveries of its new flagship SUV, the G9 model, delivering some 623 units in the last few days of the month. This model is very important for XPeng’s volume growth, as its previous small SUV (the G3 mode l) was launched in 2018 and was targeted for the mass-market instead of the premium segment.In China, the SUV premium segment is quite important and is responsible for significant volume sales, which means that with the G9 model the company is now in direct competition with NIO Inc. (NIO) and Tesla (TSLA) in this important market segment. This model is a strong support for XPeng’s unit and revenue growth in the coming quarters, as the company was mainly present in the sedan segment with the P5 and P7 models, as the G3i small SUV was also being updated and the face-lifted model resumed deliveries in the past month (709 units were delivered in October).The company also continued to expand its self-operated charging network, and had more than 1,100 locations in operation at the end of last September.Regarding margins, XPeng reported an improvement compared to the previous quarter, considering that gross margin was 13.5% (vs. 10.9% in Q2 2022), even though this margin is lower than in the same quarter of 2021 (14.4% in Q3 2021). This lower margin is mainly explained by rising raw material and battery costs incurred in the last few months, which the company is only able to pass to its customers to some extent.Competition in the EV market is quite strong in China, thus higher prices to reflect increasing costs aren’t easy to do, at least without hurting demand for its products. For instance, Tesla has recently cut its prices in China by about 9%, due to soft demand, putting pressure on competitors such as XPeng or NIO to do the same, if they don’t want to lose market share to competitors. This means that gross margin is expected to remain under pressure for some time, as hiking prices is not likely for XPeng in the short term.While this trend is not ideal for the company to reach operational breakeven in the next few years, XPeng said that it has recently performed an in-depth review of its business strategy and did some organizational restructuring, aiming to implement some cost control initiatives and improve operational efficiency. As the auto industry is clearly a business that benefits from economies of scale, higher margins are possible from the expansion of its product line-up and higher production volumes, which will lead to a lower cost of each vehicle, as fixed costs will be diluted by a larger number of units sold.Nevertheless, the company is still operating in the red, as XPeng reported a loss of $330 million in Q3, slightly lower than its loss in the previous quarter.Regarding its balance sheet, XPeng has a solid financial position, given that at the end of last quarter it had some $5.64 billion in cash, which is enough to finance its business growth over the next few years and therefore dilution risk seems to be quite low at this point, as the company does not need to raise capital in the short to medium term.Moreover, as the company’s unit sales increase, its cash flow is also expected to grow, while at the same time capex needs in the coming years are expected to be lower compared to 2022. This means that XPeng seems to be capable of financing itself from organic cash sources, despite still being an early-growth company, and could potentially be cash flow positive in 2024, which is quite positive for current shareholders.Regarding its guidance for Q4, it was quite weak, as XPeng only expects to deliver between 20,000-21,000 units, a decline of about 50% YoY, while revenue should be about $770 million, also down by some 42% at the mid-point of its guidance compared to the same quarter of 2021. This is justified mainly by COVID-related restrictions, which reportedly China might be phasing out in the next few weeks, which would be positive for a potential deliveries rebound in the next months.Moreover, beyond normalization of supply-chain issues and Covid-related restrictions, there is also unit growth potential coming from a new mid-size SUV to be launched by the middle of next year, which is expected to have a lower price tag than compared to the G9 model. While XPeng expects to be able to sell about 10,000 G9 units per month, if there aren’t external issues affecting its operations, it has even higher expectations for the new model, as it will be targeted to a higher-volume market segment.This means that XPeng is likely to reach some 125k unit deliveries during 2022, a number that can increase to about 200k in 2023 if restrictions are eased in China, and grow to some 290k units by 2024. Therefore, while there are some important headwinds for unit sales growth, XPeng’s medium-term growth prospects remain quite good, supported by an expanding product portfolio.XPEV Stock Valuation & EstimatesLike many growth companies and EV start-ups, XPeng’s share price has been quite weak during 2022 and is down by more than 80% since the beginning of the year. This reflects general market weakness and negative investor sentiment toward unprofitable growth companies, but also its struggles during the year to grow its deliveries due to supply-chain issued and COVID-related restrictions in China.Despite this background, in my opinion, the company’s growth prospects remain strong and XPeng made important steps to improve its product competitiveness, through the launch of the G9 model and the updated G3i model. This means that the fundamentals and valuation aren’t aligned, a trend that is visible in its valuation de-rating experienced over the past few months.Indeed, XPeng’s valuation has declined from about 40x forward revenues at the end of the year, to only 3.3x revenue nowadays, showing that its share price weakness has been quite hard and XPeng is currently trading at very low multiples. For instance, Tesla is currently trading at some 5x forward revenue, supporting the view that XPeng is currently undervalued.Regarding medium-term estimates, revenue expectations continue to show a strong path in the coming years, considering that according to analysts’ estimates, XPeng’s revenue is expected to be $4.5 billion in 2022, while for 2023 revenue is expected to increase to $8.1 billion, and be close to $16.4 billion by 2025. Therefore, assuming its current valuation of 3.3x forward sales multiple, XPeng’s fair value would be about $21 per share by end-2024, which is more than double its current share price.ConclusionXPeng has delivered a decent quarter considering the issues impacting the auto industry in China, which also explains its weak guidance for Q4. Despite that, XPeng’s medium-term growth prospects remain quite strong, and expectations of softer COVID-related restrictions in China led to a surging share price reaction today. Nevertheless, XPeng remains quite undervalued considering its fundamental’s and growth expected ahead, remaining a good play in the EV secular growth investment theme.","news_type":1},"isVote":1,"tweetType":1,"viewCount":196,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9905255422,"gmtCreate":1659913188569,"gmtModify":1703767479505,"author":{"id":"3582057436194036","authorId":"3582057436194036","name":"nancy88","avatar":"https://static.tigerbbs.com/f13797428448c51d0bc978c26e4c437c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582057436194036","authorIdStr":"3582057436194036"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/YF8.SI\">$YZJ Fin Hldg(YF8.SI)$</a>Go go","listText":"<a href=\"https://ttm.financial/S/YF8.SI\">$YZJ Fin Hldg(YF8.SI)$</a>Go go","text":"$YZJ Fin Hldg(YF8.SI)$Go go","images":[{"img":"https://community-static.tradeup.com/news/d4259eff26b5c3fd9d0197a6944e3da2","width":"1170","height":"2292"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9905255422","isVote":1,"tweetType":1,"viewCount":166,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9950602568,"gmtCreate":1672735743756,"gmtModify":1676538727812,"author":{"id":"3582057436194036","authorId":"3582057436194036","name":"nancy88","avatar":"https://static.tigerbbs.com/f13797428448c51d0bc978c26e4c437c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582057436194036","authorIdStr":"3582057436194036"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/YF8.SI\">$YZJ Fin Hldg(YF8.SI)$ </a>lloke","listText":"<a href=\"https://ttm.financial/S/YF8.SI\">$YZJ Fin Hldg(YF8.SI)$ </a>lloke","text":"$YZJ Fin Hldg(YF8.SI)$ lloke","images":[{"img":"https://community-static.tradeup.com/news/fcd87ae0e443eab605c068c5fd46f987","width":"1080","height":"1798"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9950602568","isVote":1,"tweetType":1,"viewCount":250,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9081098443,"gmtCreate":1650166072074,"gmtModify":1676534661294,"author":{"id":"3582057436194036","authorId":"3582057436194036","name":"nancy88","avatar":"https://static.tigerbbs.com/f13797428448c51d0bc978c26e4c437c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582057436194036","authorIdStr":"3582057436194036"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/ZEPP\">$Zepp Health Corporation(ZEPP)$</a>Nono","listText":"<a href=\"https://ttm.financial/S/ZEPP\">$Zepp Health Corporation(ZEPP)$</a>Nono","text":"$Zepp Health Corporation(ZEPP)$Nono","images":[{"img":"https://community-static.tradeup.com/news/0c8bbf799425bfeae2723a9a53921a39","width":"1170","height":"2292"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9081098443","isVote":1,"tweetType":1,"viewCount":83,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9907153538,"gmtCreate":1660172161327,"gmtModify":1703478564006,"author":{"id":"3582057436194036","authorId":"3582057436194036","name":"nancy88","avatar":"https://static.tigerbbs.com/f13797428448c51d0bc978c26e4c437c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582057436194036","authorIdStr":"3582057436194036"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/YF8.SI\">$YZJ Fin Hldg(YF8.SI)$</a>Like","listText":"<a href=\"https://ttm.financial/S/YF8.SI\">$YZJ Fin Hldg(YF8.SI)$</a>Like","text":"$YZJ Fin Hldg(YF8.SI)$Like","images":[{"img":"https://community-static.tradeup.com/news/d4259eff26b5c3fd9d0197a6944e3da2","width":"1170","height":"2292"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9907153538","isVote":1,"tweetType":1,"viewCount":69,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9044855668,"gmtCreate":1656734108754,"gmtModify":1676535886940,"author":{"id":"3582057436194036","authorId":"3582057436194036","name":"nancy88","avatar":"https://static.tigerbbs.com/f13797428448c51d0bc978c26e4c437c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582057436194036","authorIdStr":"3582057436194036"},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9044855668","repostId":"2248897596","repostType":4,"repost":{"id":"2248897596","kind":"highlight","pubTimestamp":1656718142,"share":"https://ttm.financial/m/news/2248897596?lang=&edition=fundamental","pubTime":"2022-07-02 07:29","market":"us","language":"en","title":"3 Warren Buffett Stocks to Buy Hand Over Fist in July","url":"https://stock-news.laohu8.com/highlight/detail?id=2248897596","media":"Motley Fool","summary":"Riding the Oracle of Omaha's coattails is a proven moneymaking strategy.","content":"<html><head></head><body><p>Few investors have a nose for making money quite like billionaire Warren Buffett. Since becoming CEO of conglomerate <b>Berkshire Hathaway</b> in 1965, the Oracle of Omaha, as he's come to be known, has created more than $610 billion in value for shareholders and delivered an aggregate return on his company's Class A shares (BRK.A) of 3,641,613%, through Dec. 31, 2021.</p><p>Even though Buffett isn't infallible, riding his coattails has been a proven recipe to outperform the benchmark <b>S&P 500</b> for more than a half-century.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e92116e97f06291ec28eda85974acb1b\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"/><span>Berkshire Hathaway CEO Warren Buffett. Image source: The Motley Fool.</span></p><p>As we push into the second half of what's been an exceptionally volatile and challenging year for investors, several Berkshire Hathaway holdings stand out as amazing values. The following three Warren Buffett stocks can all be confidently bought hand over fist in July.</p><h2>Bank of America</h2><p>The first Buffett stock that's begging to be bought in July is money-center giant <b>Bank of America</b>.</p><p>Usually, bank stocks are an industry to avoid when the broader market is mired in a double-digit decline. However, this time is different. It's the first time ever that the U.S.'s central bank has aggressively raised interest rates into a plunging stock market.</p><p>Under normal circumstances, we'd expect the Federal Reserve to lower interest rates in order to spur lending and support the U.S. economy and stock market. Doing so lowers the net-interest-income-earning potential for bank stocks like BofA. But with the Fed increasing its fed funds target rate by 150 basis points in just the past three meetings, bank stocks are poised to benefit from a significant uptick in net-interest income.</p><p>Among big-bank stocks, none is more interest-sensitive than Bank of America. In April, when the company reported its first-quarter operating results, BofA noted it would generate an estimated $5.4 billion in added net-interest income with a 100-basis-point parallel shift in the interest rate yield curve. By 2022's end, we could see a 300-basis-point (or higher) jump in the fed funds rate.</p><p>Bank of America has also benefited from its consistent investments in technology and digitization. Over a three-year stretch, the number of active digital users has grown by 5 million to 42 million. More importantly, 53% of all first-quarter loan sales were completed online or via mobile app, which is up from 30% in the comparable quarter in 2019. Digital sales are considerably cheaper for the company than in-person or phone-based interactions. It's this digital push that's allowed BofA to consolidate some of its branches to lower its noninterest expenses.</p><p>If you need one more good reason to sink your teeth into Bank of America, take a closer look at its valuation. Whereas most companies are likely to endure a near-term earnings decline, BofA's earnings per share could grow by close to 20% in 2023. With shares trading close to book value and roughly eight times Wall Street's forecast earnings for the upcoming year, Bank of America just might be the best deal in Buffett's entire portfolio.</p><h2>Activision Blizzard</h2><p>A second Warren Buffett stock investors can confidently scoop up in July is gaming giant <b>Activision Blizzard</b>.</p><p>Like most tech stocks, Activision has a cloud of uncertainty following it. However, it has its own unique set of concerns beyond just historically high inflation, the rising prospect of a domestic recession, and rising interest rates closing off access to historically cheap capital. In Activision's case, it's faced multiple lawsuits covering allegations of discrimination and sexual harassment in the workplace.</p><p>To make matters worse, the company delayed the release of a number of key games expected to drive new users into its ecosystem. First-person shooter game <i>Overwatch 2</i> and action role-playing game <i>Diablo IV </i>had their respective release dates pushed back to the fourth quarter of 2022 and sometime in 2023.</p><p>However, these snafus have arguably rolled out the red carpet for opportunistic investors. For instance, the company's litigation should be resolved soon.</p><p>Activision ended March with 372 million monthly active users (MAUs). Although down from the year-ago period, MAUs tied to its King subsidiary, the home of <i>Candy Crush</i>, have held up particularly well. The upcoming releases of key games in the second half of 2022 and into 2023 should reignite MAU growth in the Activision segment.</p><p>Even more important is the fact that <b>Microsoft</b> has made a $68.7 billion all-cash offer to acquire Activision Blizzard at $95 a share. Aside from becoming even more influential in the gaming space with this deal, Microsoft plans to use Activision as a launching point to further its metaverse ambitions. The metaverse is the next iteration of the internet, which allows connected users to interact with each other and their surroundings in 3D virtual worlds.</p><p>Thus far, it doesn't appear that Activision and Microsoft have run into snags with U.S. regulators regarding the deal. This is noteworthy given that Activision Blizzard's stock ended last week below $78 a share. If Microsoft closes this deal in 2022, as anticipated, Activision shareholders could nab a quick 22% arbitrage opportunity. This is precisely why Warren Buffett's company purchased a roughly 9.5% stake in Activision.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bfef5e9062efb34674bebd076d991a15\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"/><span>The Wuling Hong Guang Mini Cabrio EV. Image source: General Motors.</span></p><h2>General Motors</h2><p>A third and final Warren Buffett stock to buy hand over fist in July is automaker <b>General Motors</b>.</p><p>You could say that what can go wrong <i>has</i> gone wrong for the auto industry in 2022. Semiconductor chip shortages and COVID-19 lockdowns in select international markets, such as China, have disrupted supply chains. Historically high inflation on the materials used to make vehicles is eating into auto margins. Yet in spite of these headwinds, GM has the drive to make long-term investors richer.</p><p>After many years of waiting on the next big organic growth opportunity for auto stocks, it's finally arrived. The electrification of automobiles should result in consumers and businesses changing or upgrading vehicles for decades to come.</p><p>For its part, General Motors has spared no expense. The company anticipates spending an aggregate of $35 billion through 2025 on electric vehicles (EVs), autonomous vehicles, and batteries. It expects to have two fully dedicated battery plants up and running by the end of next year, with a goal of producing at least 1 million EVs annually in North America by 2025. In total, 30 new EVs are expected to be launched globally by the end of 2025.</p><p>Initial figures suggest there's a lot of interest in GM's EV products. When GM released its first-quarter operating results on April 26, CEO Mary Barra noted in her letter to shareholders that approximately 140,000 retail reservations for the Chevy Silverado EV had already been placed. The Silverado EV was only introduced by Barra in January 2022.</p><p>General Motors also has a real shot to become a key player in China's EV market. China is the largest auto market in the world. Aside from the fact that GM has an established presence in China -- it delivered 2.9 million vehicles in both 2020 and 2021 -- it and its joint venture partners already have the best-selling EV in the country, the Wuling Hong Guang Mini EV.</p><p>With an extensive growth opportunity on its doorstep, General Motors is an incredible deal at only five times Wall Street's forecast earnings for 2022 and 2023.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Warren Buffett Stocks to Buy Hand Over Fist in July</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Warren Buffett Stocks to Buy Hand Over Fist in July\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-02 07:29 GMT+8 <a href=https://www.fool.com/investing/2022/07/01/3-warren-buffett-stocks-buy-hand-over-fist-in-july/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Few investors have a nose for making money quite like billionaire Warren Buffett. Since becoming CEO of conglomerate Berkshire Hathaway in 1965, the Oracle of Omaha, as he's come to be known, has ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/07/01/3-warren-buffett-stocks-buy-hand-over-fist-in-july/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BAC":"美国银行","ATVI":"动视暴雪","GM":"通用汽车"},"source_url":"https://www.fool.com/investing/2022/07/01/3-warren-buffett-stocks-buy-hand-over-fist-in-july/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2248897596","content_text":"Few investors have a nose for making money quite like billionaire Warren Buffett. Since becoming CEO of conglomerate Berkshire Hathaway in 1965, the Oracle of Omaha, as he's come to be known, has created more than $610 billion in value for shareholders and delivered an aggregate return on his company's Class A shares (BRK.A) of 3,641,613%, through Dec. 31, 2021.Even though Buffett isn't infallible, riding his coattails has been a proven recipe to outperform the benchmark S&P 500 for more than a half-century.Berkshire Hathaway CEO Warren Buffett. Image source: The Motley Fool.As we push into the second half of what's been an exceptionally volatile and challenging year for investors, several Berkshire Hathaway holdings stand out as amazing values. The following three Warren Buffett stocks can all be confidently bought hand over fist in July.Bank of AmericaThe first Buffett stock that's begging to be bought in July is money-center giant Bank of America.Usually, bank stocks are an industry to avoid when the broader market is mired in a double-digit decline. However, this time is different. It's the first time ever that the U.S.'s central bank has aggressively raised interest rates into a plunging stock market.Under normal circumstances, we'd expect the Federal Reserve to lower interest rates in order to spur lending and support the U.S. economy and stock market. Doing so lowers the net-interest-income-earning potential for bank stocks like BofA. But with the Fed increasing its fed funds target rate by 150 basis points in just the past three meetings, bank stocks are poised to benefit from a significant uptick in net-interest income.Among big-bank stocks, none is more interest-sensitive than Bank of America. In April, when the company reported its first-quarter operating results, BofA noted it would generate an estimated $5.4 billion in added net-interest income with a 100-basis-point parallel shift in the interest rate yield curve. By 2022's end, we could see a 300-basis-point (or higher) jump in the fed funds rate.Bank of America has also benefited from its consistent investments in technology and digitization. Over a three-year stretch, the number of active digital users has grown by 5 million to 42 million. More importantly, 53% of all first-quarter loan sales were completed online or via mobile app, which is up from 30% in the comparable quarter in 2019. Digital sales are considerably cheaper for the company than in-person or phone-based interactions. It's this digital push that's allowed BofA to consolidate some of its branches to lower its noninterest expenses.If you need one more good reason to sink your teeth into Bank of America, take a closer look at its valuation. Whereas most companies are likely to endure a near-term earnings decline, BofA's earnings per share could grow by close to 20% in 2023. With shares trading close to book value and roughly eight times Wall Street's forecast earnings for the upcoming year, Bank of America just might be the best deal in Buffett's entire portfolio.Activision BlizzardA second Warren Buffett stock investors can confidently scoop up in July is gaming giant Activision Blizzard.Like most tech stocks, Activision has a cloud of uncertainty following it. However, it has its own unique set of concerns beyond just historically high inflation, the rising prospect of a domestic recession, and rising interest rates closing off access to historically cheap capital. In Activision's case, it's faced multiple lawsuits covering allegations of discrimination and sexual harassment in the workplace.To make matters worse, the company delayed the release of a number of key games expected to drive new users into its ecosystem. First-person shooter game Overwatch 2 and action role-playing game Diablo IV had their respective release dates pushed back to the fourth quarter of 2022 and sometime in 2023.However, these snafus have arguably rolled out the red carpet for opportunistic investors. For instance, the company's litigation should be resolved soon.Activision ended March with 372 million monthly active users (MAUs). Although down from the year-ago period, MAUs tied to its King subsidiary, the home of Candy Crush, have held up particularly well. The upcoming releases of key games in the second half of 2022 and into 2023 should reignite MAU growth in the Activision segment.Even more important is the fact that Microsoft has made a $68.7 billion all-cash offer to acquire Activision Blizzard at $95 a share. Aside from becoming even more influential in the gaming space with this deal, Microsoft plans to use Activision as a launching point to further its metaverse ambitions. The metaverse is the next iteration of the internet, which allows connected users to interact with each other and their surroundings in 3D virtual worlds.Thus far, it doesn't appear that Activision and Microsoft have run into snags with U.S. regulators regarding the deal. This is noteworthy given that Activision Blizzard's stock ended last week below $78 a share. If Microsoft closes this deal in 2022, as anticipated, Activision shareholders could nab a quick 22% arbitrage opportunity. This is precisely why Warren Buffett's company purchased a roughly 9.5% stake in Activision.The Wuling Hong Guang Mini Cabrio EV. Image source: General Motors.General MotorsA third and final Warren Buffett stock to buy hand over fist in July is automaker General Motors.You could say that what can go wrong has gone wrong for the auto industry in 2022. Semiconductor chip shortages and COVID-19 lockdowns in select international markets, such as China, have disrupted supply chains. Historically high inflation on the materials used to make vehicles is eating into auto margins. Yet in spite of these headwinds, GM has the drive to make long-term investors richer.After many years of waiting on the next big organic growth opportunity for auto stocks, it's finally arrived. The electrification of automobiles should result in consumers and businesses changing or upgrading vehicles for decades to come.For its part, General Motors has spared no expense. The company anticipates spending an aggregate of $35 billion through 2025 on electric vehicles (EVs), autonomous vehicles, and batteries. It expects to have two fully dedicated battery plants up and running by the end of next year, with a goal of producing at least 1 million EVs annually in North America by 2025. In total, 30 new EVs are expected to be launched globally by the end of 2025.Initial figures suggest there's a lot of interest in GM's EV products. When GM released its first-quarter operating results on April 26, CEO Mary Barra noted in her letter to shareholders that approximately 140,000 retail reservations for the Chevy Silverado EV had already been placed. The Silverado EV was only introduced by Barra in January 2022.General Motors also has a real shot to become a key player in China's EV market. China is the largest auto market in the world. Aside from the fact that GM has an established presence in China -- it delivered 2.9 million vehicles in both 2020 and 2021 -- it and its joint venture partners already have the best-selling EV in the country, the Wuling Hong Guang Mini EV.With an extensive growth opportunity on its doorstep, General Motors is an incredible deal at only five times Wall Street's forecast earnings for 2022 and 2023.","news_type":1},"isVote":1,"tweetType":1,"viewCount":33,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9045280488,"gmtCreate":1656629705944,"gmtModify":1676535864686,"author":{"id":"3582057436194036","authorId":"3582057436194036","name":"nancy88","avatar":"https://static.tigerbbs.com/f13797428448c51d0bc978c26e4c437c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582057436194036","authorIdStr":"3582057436194036"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>Like","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>Like","text":"$Palantir Technologies Inc.(PLTR)$Like","images":[{"img":"https://community-static.tradeup.com/news/f8e50264e1305648042b4a8f16a4c212","width":"1170","height":"2325"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9045280488","isVote":1,"tweetType":1,"viewCount":93,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9035699894,"gmtCreate":1647573857747,"gmtModify":1676534246424,"author":{"id":"3582057436194036","authorId":"3582057436194036","name":"nancy88","avatar":"https://static.tigerbbs.com/f13797428448c51d0bc978c26e4c437c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582057436194036","authorIdStr":"3582057436194036"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9035699894","repostId":"2220833725","repostType":2,"repost":{"id":"2220833725","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":1647571145,"share":"https://ttm.financial/m/news/2220833725?lang=&edition=fundamental","pubTime":"2022-03-18 10:39","market":"us","language":"en","title":"Tesla Restarts Production at Shanghai Plant after Two-Day Stoppage -Sources","url":"https://stock-news.laohu8.com/highlight/detail?id=2220833725","media":"Reuters","summary":"SHANGHAI, March 18 (Reuters) - Tesla resumed production at its Shanghai factory on Friday after a tw","content":"<html><head></head><body><p>SHANGHAI, March 18 (Reuters) - Tesla resumed production at its Shanghai factory on Friday after a two day suspension, people familiar with the matter said, as movement controls imposed on its workers as part of the city's efforts to curb the latest COVID-19 outbreak eased.</p><p>The Shanghai factory restarted its two-shift production from 7 a.m. local time (2300 GMT) to run around the clock, said the people. Enough workers have returned to their positions after being cordoned off in nearby residential compounds for 48 hours where they were required to be tested for COVID-19, according to the people who declined to be identified as they were not authorised to speak with media.</p><p>Tesla did not immediately respond to a request for comment.</p><p>Reuters reported on Wednesday that the U.S. electric vehicle maker had suspended production at its Shanghai factory for two days, according to a notice sent internally and to suppliers, as China tightens measures to curb its largest outbreak in two years.</p><p>Tesla said on Thursday it was doing its best to keep production going at its Shanghai factory while it cooperates with China's COVID-19 prevention measures. It did not provide details.</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>Tesla Restarts Production at Shanghai Plant after Two-Day Stoppage -Sources</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 Restarts Production at Shanghai Plant after Two-Day Stoppage -Sources\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-03-18 10:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>SHANGHAI, March 18 (Reuters) - Tesla resumed production at its Shanghai factory on Friday after a two day suspension, people familiar with the matter said, as movement controls imposed on its workers as part of the city's efforts to curb the latest COVID-19 outbreak eased.</p><p>The Shanghai factory restarted its two-shift production from 7 a.m. local time (2300 GMT) to run around the clock, said the people. Enough workers have returned to their positions after being cordoned off in nearby residential compounds for 48 hours where they were required to be tested for COVID-19, according to the people who declined to be identified as they were not authorised to speak with media.</p><p>Tesla did not immediately respond to a request for comment.</p><p>Reuters reported on Wednesday that the U.S. electric vehicle maker had suspended production at its Shanghai factory for two days, according to a notice sent internally and to suppliers, as China tightens measures to curb its largest outbreak in two years.</p><p>Tesla said on Thursday it was doing its best to keep production going at its Shanghai factory while it cooperates with China's COVID-19 prevention measures. It did not provide details.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4551":"寇图资本持仓","BK4548":"巴美列捷福持仓","BK4534":"瑞士信贷持仓","BK4527":"明星科技股","BK4099":"汽车制造商","BK4581":"高盛持仓","TSLA":"特斯拉","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4550":"红杉资本持仓","BK4555":"新能源车","BK4511":"特斯拉概念","BK4574":"无人驾驶"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2220833725","content_text":"SHANGHAI, March 18 (Reuters) - Tesla resumed production at its Shanghai factory on Friday after a two day suspension, people familiar with the matter said, as movement controls imposed on its workers as part of the city's efforts to curb the latest COVID-19 outbreak eased.The Shanghai factory restarted its two-shift production from 7 a.m. local time (2300 GMT) to run around the clock, said the people. Enough workers have returned to their positions after being cordoned off in nearby residential compounds for 48 hours where they were required to be tested for COVID-19, according to the people who declined to be identified as they were not authorised to speak with media.Tesla did not immediately respond to a request for comment.Reuters reported on Wednesday that the U.S. electric vehicle maker had suspended production at its Shanghai factory for two days, according to a notice sent internally and to suppliers, as China tightens measures to curb its largest outbreak in two years.Tesla said on Thursday it was doing its best to keep production going at its Shanghai factory while it cooperates with China's COVID-19 prevention measures. It did not provide details.","news_type":1},"isVote":1,"tweetType":1,"viewCount":179,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":883695732,"gmtCreate":1631236604426,"gmtModify":1676530503912,"author":{"id":"3582057436194036","authorId":"3582057436194036","name":"nancy88","avatar":"https://static.tigerbbs.com/f13797428448c51d0bc978c26e4c437c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582057436194036","authorIdStr":"3582057436194036"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DIS\">$Walt Disney(DIS)$</a>Go go ","listText":"<a href=\"https://laohu8.com/S/DIS\">$Walt Disney(DIS)$</a>Go go ","text":"$Walt Disney(DIS)$Go 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