tkkkkkkkkkk personal page - To The Moon

tkkkkkkkkkk

tkkkkkkkkkk

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2022-10-14

Loss making and no indication if and when can turn profitable..... What value computed is just like pluck $ from the air

Sea Limited: Down 80%, High Risk High Reward E-Commerce Giant

2022-08-25

Did I read correctly. Revenue for 2Q is $321 million. Loss for 2Q is $572 million. Meaning its expenses is $893million which is more than revenue. What brilliant management?

Singapore's Grab Reports 79% Rise in Quarterly Revenue on Surge in Demand

2021-07-11

Its consumer choice. No one point gun at you to buy apple products. Dun like... Go buy other brand.

Apple AirPod batteries are almost impossible to replace, showing the need for right-to-repair reform

2021-05-02

Are Xpeng and nio the only serious Chinese EV players? Anyone knows

NIO rose more than 5%, after falling nearly 4% before

2021-04-25

Good analysis

Tesla Stock Split: Will It Happen Again?

2023-04-08

Great story 👌🤗🤗

2022-12-01

👌

BRIEF-Starbucks Declares Quarterly Cash Dividend

2022-12-01

👌

Jim Cramer Stock Portfolio: 10 Recent Additions

2022-11-26

👌

Bullish developers build offices on city fringe

2022-10-18

Better stocks to buy.

3 Reasons to Buy Sea Limited Stock, and 3 Reasons to Sell

2021-07-10

Only listed company will have security issue?

Sorry, the original content has been removed

2023-03-03

👌

@huuou:$AMC Entertainment Preferred(APE)$ What is considered a high short interest? We are at 26% . Short percentage of float is the percentage of shares that short-sellers have borrowed from the float. A short interest as a percentage of float above 20% is considered very high. Above that has an extremely high risk of a Squeeze.

2022-11-12

👌

Sorry, the original content has been removed

2021-07-25

Both are different

Better Buy: Nvidia vs. Micron Technology

2021-07-09

Forcing banks to be unnecessary conservative..... No wonder our bank shares cannot perform. MAS should learn.

China cuts reserve requirements to support economic recovery

2021-07-03

Wait

Can Alibaba Turn Around Its Woes in the Second Half of 2021?

2022-09-27

Blackberry??

BB announces Tk1,000 crore refinancing scheme for wheat, maize production

2022-08-26

👌

Sorry, the original content has been removed

2023-04-19

👌🤗😁💪👏🤗

2023-04-18

👌😊😘®️🤣😀😂

Go to Tiger App to see more news

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while","images":[{"img":"https://community-static.tradeup.com/news/11fa6d09a584b2ee6e1510edf6679324","width":"984","height":"552"},{"img":"https://community-static.tradeup.com/news/4b0966611403aeec377ab8da61ef8987","width":"1085","height":"552"},{"img":"https://community-static.tradeup.com/news/68b60ed1d301643c7641c5a98ef59a37","width":"990","height":"552"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9948034735","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":47,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9946758305,"gmtCreate":1681060026108,"gmtModify":1681060030377,"author":{"id":"3582157544208464","authorId":"3582157544208464","name":"tkkkkkkkkkk","avatar":"https://static.tigerbbs.com/324b8778a99b6139eca542152f970355","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582157544208464","authorIdStr":"3582157544208464"},"themes":[],"htmlText":"👍👍👏👏🤗🤗","listText":"👍👍👏👏🤗🤗","text":"👍👍👏👏🤗🤗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9946758305","isVote":1,"tweetType":1,"viewCount":64,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9946265795,"gmtCreate":1680972126317,"gmtModify":1680972130093,"author":{"id":"3582157544208464","authorId":"3582157544208464","name":"tkkkkkkkkkk","avatar":"https://static.tigerbbs.com/324b8778a99b6139eca542152f970355","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582157544208464","authorIdStr":"3582157544208464"},"themes":[],"htmlText":"Great game 🤗💪😉😄👏","listText":"Great game 🤗💪😉😄👏","text":"Great game 🤗💪😉😄👏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9946265795","isVote":1,"tweetType":1,"viewCount":78,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9946186044,"gmtCreate":1680885606688,"gmtModify":1680885611079,"author":{"id":"3582157544208464","authorId":"3582157544208464","name":"tkkkkkkkkkk","avatar":"https://static.tigerbbs.com/324b8778a99b6139eca542152f970355","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582157544208464","authorIdStr":"3582157544208464"},"themes":[],"htmlText":"Great story 👌🤗🤗","listText":"Great story 👌🤗🤗","text":"Great story 👌🤗🤗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9946186044","isVote":1,"tweetType":1,"viewCount":90,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9946913219,"gmtCreate":1680834012331,"gmtModify":1680834017696,"author":{"id":"3582157544208464","authorId":"3582157544208464","name":"tkkkkkkkkkk","avatar":"https://static.tigerbbs.com/324b8778a99b6139eca542152f970355","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582157544208464","authorIdStr":"3582157544208464"},"themes":[],"htmlText":"👌","listText":"👌","text":"👌","images":[{"img":"https://community-static.tradeup.com/news/ec2eafa9351690e5f73a70c13819f18c","width":"1080","height":"1574"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9946913219","isVote":1,"tweetType":1,"viewCount":115,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9946077807,"gmtCreate":1680828739109,"gmtModify":1680828742469,"author":{"id":"3582157544208464","authorId":"3582157544208464","name":"tkkkkkkkkkk","avatar":"https://static.tigerbbs.com/324b8778a99b6139eca542152f970355","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582157544208464","authorIdStr":"3582157544208464"},"themes":[],"htmlText":"Happy holidays to all","listText":"Happy holidays to all","text":"Happy holidays to all","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9946077807","isVote":1,"tweetType":1,"viewCount":116,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9948793566,"gmtCreate":1680786625356,"gmtModify":1680786628602,"author":{"id":"3582157544208464","authorId":"3582157544208464","name":"tkkkkkkkkkk","avatar":"https://static.tigerbbs.com/324b8778a99b6139eca542152f970355","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582157544208464","authorIdStr":"3582157544208464"},"themes":[],"htmlText":"Great&nbsp;[USD]&nbsp;","listText":"Great&nbsp;[USD]&nbsp;","text":"Great [USD]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9948793566","repostId":"9943960936","repostType":1,"repost":{"id":9943960936,"gmtCreate":1679046534725,"gmtModify":1680580626622,"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":"【Game】Easter Egg Hunting with Tiger, Win Disney Shares and USD 120 Voucher","htmlText":"🐰🌷 Hop into the Easter spirit and join our \"Tiger's Egg Hunting\" game! 🎉Stand to win free Disney stocks and a USD 120 cash voucher!🎁🌟Our interactive Easter game is open to Tigers, and it's so easy to play! Simply jump and catch the egg, and you could be a lucky winner. 🐇That's not all. You can also invite your friends to join in the fun to earn more points. Plus, you can challenge your friends for a race up the leaderboard. Let's fly to the moon together!Don't miss out on this egg-citing opportunity to win BIG! Join the game now and hop on your way to victory. 🥳🐣<a href=\"https://www.tigerbrokers.com.sg/activity/market/2023/easter/?adcode=20230316162207#/\" target=\"_blank\">Join our Easter campaign now</a>","listText":"🐰🌷 Hop into the Easter spirit and join our \"Tiger's Egg Hunting\" game! 🎉Stand to win free Disney stocks and a USD 120 cash voucher!🎁🌟Our interactive Easter game is open to Tigers, and it's so easy to play! Simply jump and catch the egg, and you could be a lucky winner. 🐇That's not all. You can also invite your friends to join in the fun to earn more points. Plus, you can challenge your friends for a race up the leaderboard. Let's fly to the moon together!Don't miss out on this egg-citing opportunity to win BIG! Join the game now and hop on your way to victory. 🥳🐣<a href=\"https://www.tigerbrokers.com.sg/activity/market/2023/easter/?adcode=20230316162207#/\" target=\"_blank\">Join our Easter campaign now</a>","text":"🐰🌷 Hop into the Easter spirit and join our \"Tiger's Egg Hunting\" game! 🎉Stand to win free Disney stocks and a USD 120 cash voucher!🎁🌟Our interactive Easter game is open to Tigers, and it's so easy to play! Simply jump and catch the egg, and you could be a lucky winner. 🐇That's not all. You can also invite your friends to join in the fun to earn more points. Plus, you can challenge your friends for a race up the leaderboard. Let's fly to the moon together!Don't miss out on this egg-citing opportunity to win BIG! Join the game now and hop on your way to victory. 🥳🐣Join our Easter campaign now","images":[{"img":"https://community-static.tradeup.com/news/c90a7371a3bcd1e6c552d2aa23f72c33","width":"1200","height":"630"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943960936","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":150,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9948368528,"gmtCreate":1680625667165,"gmtModify":1680625669093,"author":{"id":"3582157544208464","authorId":"3582157544208464","name":"tkkkkkkkkkk","avatar":"https://static.tigerbbs.com/324b8778a99b6139eca542152f970355","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582157544208464","authorIdStr":"3582157544208464"},"themes":[],"htmlText":"👌","listText":"👌","text":"👌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9948368528","repostId":"9948391771","repostType":1,"repost":{"id":9948391771,"gmtCreate":1680622583494,"gmtModify":1680622589754,"author":{"id":"3479274772637387","authorId":"3479274772637387","name":"Liang0020","avatar":"https://static.tigerbbs.com/b236fdccfdb0530242ae425de1d77179","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3479274772637387","authorIdStr":"3479274772637387"},"themes":[],"title":"What's Going on?","htmlText":"Playbook accumulation stage. Someone is creating a nice position while keeping it from closing at $1+ to deny others from joining.I think this will have a euphoric run like SIVBQ into the $1 range. Any tidbit of good news in what is left as value will cause serious gap up.. $4B range is the thought here..If this violently move the bed I am going to buy the panic sale and attempt to catch a big retracement trade. It can go either way out of this congestion but broader market breadth makes me think lower. <a href=\"https://ttm.financial/S/SIVBQ\">$SVB Financial Group(SIVBQ)$</a> Anyone have a prediction of where this stock will be by the time we hit the court date on April 26th?? I'm thinking it'll see quite a run up and could be somewhere between $3-$5 by then.Lower high each day if tomorrow","listText":"Playbook accumulation stage. Someone is creating a nice position while keeping it from closing at $1+ to deny others from joining.I think this will have a euphoric run like SIVBQ into the $1 range. Any tidbit of good news in what is left as value will cause serious gap up.. $4B range is the thought here..If this violently move the bed I am going to buy the panic sale and attempt to catch a big retracement trade. It can go either way out of this congestion but broader market breadth makes me think lower. <a href=\"https://ttm.financial/S/SIVBQ\">$SVB Financial Group(SIVBQ)$</a> Anyone have a prediction of where this stock will be by the time we hit the court date on April 26th?? I'm thinking it'll see quite a run up and could be somewhere between $3-$5 by then.Lower high each day if tomorrow","text":"Playbook accumulation stage. Someone is creating a nice position while keeping it from closing at $1+ to deny others from joining.I think this will have a euphoric run like SIVBQ into the $1 range. Any tidbit of good news in what is left as value will cause serious gap up.. $4B range is the thought here..If this violently move the bed I am going to buy the panic sale and attempt to catch a big retracement trade. It can go either way out of this congestion but broader market breadth makes me think lower. $SVB Financial Group(SIVBQ)$ Anyone have a prediction of where this stock will be by the time we hit the court date on April 26th?? I'm thinking it'll see quite a run up and could be somewhere between $3-$5 by then.Lower high each day if tomorrow","images":[{"img":"https://community-static.tradeup.com/news/77a121e0d8e10bdffb6e468ac4682368","width":"500","height":"136"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9948391771","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":88,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940808427,"gmtCreate":1677780187070,"gmtModify":1677780191105,"author":{"id":"3582157544208464","authorId":"3582157544208464","name":"tkkkkkkkkkk","avatar":"https://static.tigerbbs.com/324b8778a99b6139eca542152f970355","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582157544208464","authorIdStr":"3582157544208464"},"themes":[],"htmlText":"👌","listText":"👌","text":"👌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940808427","repostId":"9940808354","repostType":1,"repost":{"id":9940808354,"gmtCreate":1677779549579,"gmtModify":1677780051392,"author":{"id":"3479274787036362","authorId":"3479274787036362","name":"huuou","avatar":"https://static.laohu8.com/picture129","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3479274787036362","authorIdStr":"3479274787036362"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://ttm.financial/S/APE\">$AMC Entertainment Preferred(APE)$ </a>What is considered a high short interest? We are at 26% . Short percentage of float is the percentage of shares that short-sellers have borrowed from the float. A short interest as a percentage of float above 20% is considered very high. Above that has an extremely high risk of a Squeeze.","listText":"<a target=\"_blank\" href=\"https://ttm.financial/S/APE\">$AMC Entertainment Preferred(APE)$ </a>What is considered a high short interest? We are at 26% . Short percentage of float is the percentage of shares that short-sellers have borrowed from the float. A short interest as a percentage of float above 20% is considered very high. Above that has an extremely high risk of a Squeeze.","text":"$AMC Entertainment Preferred(APE)$ What is considered a high short interest? We are at 26% . Short percentage of float is the percentage of shares that short-sellers have borrowed from the float. A short interest as a percentage of float above 20% is considered very high. Above that has an extremely high risk of a Squeeze.","images":[{"img":"https://community-static.tradeup.com/news/5207d6ba264fab20130b7ae13f4090b3","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940808354","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":174,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9980204843,"gmtCreate":1665728827082,"gmtModify":1676537656604,"author":{"id":"3582157544208464","authorId":"3582157544208464","name":"tkkkkkkkkkk","avatar":"https://static.tigerbbs.com/324b8778a99b6139eca542152f970355","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582157544208464","authorIdStr":"3582157544208464"},"themes":[],"htmlText":"Loss making and no indication if and&nbsp;when can turn profitable..... What value computed is just like pluck $ from the air","listText":"Loss making and no indication if and&nbsp;when can turn profitable..... What value computed is just like pluck $ from the air","text":"Loss making and no indication if and when can turn profitable..... What value computed is just like pluck $ from the air","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9980204843","repostId":"2275938614","repostType":4,"repost":{"id":"2275938614","kind":"highlight","pubTimestamp":1665717711,"share":"https://ttm.financial/m/news/2275938614?lang=&edition=fundamental","pubTime":"2022-10-14 11:21","market":"us","language":"en","title":"Sea Limited: Down 80%, High Risk High Reward E-Commerce Giant","url":"https://stock-news.laohu8.com/highlight/detail?id=2275938614","media":"Seeking Alpha","summary":"SummarySea Limited stock crumbled after retracting guidance for e-commerce growth.The company then a","content":"<html><head></head><body><h2>Summary</h2><ul><li>Sea Limited stock crumbled after retracting guidance for e-commerce growth.</li><li>The company then announced that it was exiting LATAM in order to reduce cash burn.</li><li>The stock is undervalued even using conservative multiple assumptions.</li><li>The risks are ever-present here, but the price is right to buy this in a basket of high-growth tech stocks.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1cff71f84c3894bd1998e1f56d28fff2\" tg-width=\"750\" tg-height=\"500\" referrerpolicy=\"no-referrer\"/><span>kokkai</span></p><p>Sea Limited (NYSE:SE) crashed after a disappointing earnings report. The company retracted guidance for e-commerce growth, as it finally acknowledged that the macro-environment was having a toll on its business. The company continues to see weakness in its cash cow gaming division, which may be a troubling sign in an environment where many tech companies have shifted their focus from growth to profits. Still, the stock is quite cheap here and can take off if positive sentiment returns to the name.</p><h2>SE Stock Price</h2><p>SE peaked at around $373 per share, but has since crashed over 80%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ce6297af911b04c8fa84e29673a1f332\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\"/><span>Data by YCharts</span></p><p>I last covered the name in July, where I rated the stock a buy on account of the undervaluation. The stock has since dropped 25%, offering even more attractive valuations - though the risks remain ever-present.</p><h2>SE Stock Key Metrics</h2><p>SE reported 29% overall revenue growth in the latest quarter, as strength in e-commerce and financial services offset weakness in gaming.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1d8ba4202650f1aba3cae8a36fa17d67\" tg-width=\"1280\" tg-height=\"514\" referrerpolicy=\"no-referrer\"/><span>2022 Q2 Presentation</span></p><p>SE saw paying users in gaming decline 8.6% sequentially and 39% YOY.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6f302cd86eff24404d32ed282939ff56\" tg-width=\"1280\" tg-height=\"502\" referrerpolicy=\"no-referrer\"/><span>2022 Q2 Presentation</span></p><p>That is concerning because historically, the digital entertainment unit provides the cash to fund losses from e-commerce and financial services. Due to the weakness in digital entertainment, SE has seen adjusted EBITDA swing sharply negative.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/02968dd8189b049cf7826f38ce54d41c\" tg-width=\"1280\" tg-height=\"612\" referrerpolicy=\"no-referrer\"/><span>2022 Q2 Presentation</span></p><p>That led to the company posting a staggering $931 million net loss or $569.8 million non-GAAP net loss.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eeb4f90e17cbe18235a6924dbc3fa2a5\" tg-width=\"1280\" tg-height=\"538\" referrerpolicy=\"no-referrer\"/><span>2022 Q2 Presentation</span></p><p>The company ended the quarter with $7.8 billion of cash, enough to fund a couple years of these losses.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/42bc50d8152f8913f2e2fd8190c10e29\" tg-width=\"1280\" tg-height=\"590\" referrerpolicy=\"no-referrer\"/><span>2022 Q2 Presentation</span></p><p>These results weren’t great, but not necessarily enough to explain the huge fall after earnings. Instead, it was the guidance:</p><blockquote>In our efforts to adapt to increasing macro uncertainties, we are proactively shifting our strategies to further focus on efficiency and optimization for the long-term strength and profitability of the e-commerce business. Given this strategic shift, we will be suspending e-commerce GAAP revenue guidance for the full year 2022. We believe such efforts will further strengthen our ability to better capture the long-term growth opportunities in our markets, which we remain highly positive about.</blockquote><p>In the conference call, management stated that there was no change in guidance of breakeven on Asia operations after headquarter costs, though I wouldn’t be surprised if they backtracked on that guidance over the coming quarters.</p><h2>Is SE Stock A Buy, Sell, or Hold?</h2><p>In September, SE announced in an internal memo that it was exiting LATAM countries Mexico, Argentina, Chile, and Colombia. SE had entered Mexico, Chile, and Colombia just last year. The company then announced that the leadership team would be foregoing their salaries to help conserve cash.</p><p>While these efforts should help reduce the quarterly cash burn, they’ll likely dramatically reduce the forward growth profile. It is difficult to predict which will prove more important in determining forward valuations.</p><p>SE previously guided to $8.9 billion in e-commerce revenues. If we instead assume $7 billion in revenues, 10% long term net margins, a 1x price to earnings growth ratio (‘PEG ratio’) and 30% growth in 2023, then I value the e-commerce division at $21 billion. For the video game business, I again use $1 billion of adjusted EBITDA and a 5x multiple to arrive at a $5 billion valuation. For the digital financial services, I reduce my estimate to $1 billion in revenues. Assuming 30% long term margins, 1x PEG ratio and 40% growth in 2023, that segment might be worth $12 billion. In total, we arrive at a valuation of $37 billion, somewhat higher than the current $35 billion market cap. I note that the 1x PEG ratio may be too conservative as 1.5x to 2x may be more appropriate, but the company’s cash burn may warrant a greater risk premium.</p><p>This is precisely the moment to own a stock like SE: huge growth opportunity clouded by a murky near term outlook, with a valuation that can pay off big. But the risks are real. There is cash burn risk, though the company does have plenty of cash on its balance sheet. An underappreciated risk is that of slowing growth rates. It is possible (if not likely) that the company’s previous growth rates were being juiced by highly unprofitable growth in Latin America - which the company is now exiting. As a result, there is great uncertainty in forward growth rates, though my assumed 1x PEG ratio may provide some margin of safety. I rate SE a buy, and it is one of the tech stocks I purchased in the 2022 Tech Stock Crash List provided for subscribers of Best of Breed Growth Stocks. While the risk is elevated as ever in the current environment, a basket of deeply undervalued tech stocks might provide strong returns from here, and I have allocated my portfolio to reflect that view.</p><p><i>This article is written by </i><i>Julian Lin</i><i> for reference only. Please note the risks.</i></p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Sea Limited: Down 80%, High Risk High Reward E-Commerce Giant</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSea Limited: Down 80%, High Risk High Reward E-Commerce Giant\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-14 11:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4546272-sea-limited-stock-high-risk-high-reward-e-commerce-giant><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummarySea Limited stock crumbled after retracting guidance for e-commerce growth.The company then announced that it was exiting LATAM in order to reduce cash burn.The stock is undervalued even using ...</p>\n\n<a href=\"https://seekingalpha.com/article/4546272-sea-limited-stock-high-risk-high-reward-e-commerce-giant\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"source_url":"https://seekingalpha.com/article/4546272-sea-limited-stock-high-risk-high-reward-e-commerce-giant","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2275938614","content_text":"SummarySea Limited stock crumbled after retracting guidance for e-commerce growth.The company then announced that it was exiting LATAM in order to reduce cash burn.The stock is undervalued even using conservative multiple assumptions.The risks are ever-present here, but the price is right to buy this in a basket of high-growth tech stocks.kokkaiSea Limited (NYSE:SE) crashed after a disappointing earnings report. The company retracted guidance for e-commerce growth, as it finally acknowledged that the macro-environment was having a toll on its business. The company continues to see weakness in its cash cow gaming division, which may be a troubling sign in an environment where many tech companies have shifted their focus from growth to profits. Still, the stock is quite cheap here and can take off if positive sentiment returns to the name.SE Stock PriceSE peaked at around $373 per share, but has since crashed over 80%.Data by YChartsI last covered the name in July, where I rated the stock a buy on account of the undervaluation. The stock has since dropped 25%, offering even more attractive valuations - though the risks remain ever-present.SE Stock Key MetricsSE reported 29% overall revenue growth in the latest quarter, as strength in e-commerce and financial services offset weakness in gaming.2022 Q2 PresentationSE saw paying users in gaming decline 8.6% sequentially and 39% YOY.2022 Q2 PresentationThat is concerning because historically, the digital entertainment unit provides the cash to fund losses from e-commerce and financial services. Due to the weakness in digital entertainment, SE has seen adjusted EBITDA swing sharply negative.2022 Q2 PresentationThat led to the company posting a staggering $931 million net loss or $569.8 million non-GAAP net loss.2022 Q2 PresentationThe company ended the quarter with $7.8 billion of cash, enough to fund a couple years of these losses.2022 Q2 PresentationThese results weren’t great, but not necessarily enough to explain the huge fall after earnings. Instead, it was the guidance:In our efforts to adapt to increasing macro uncertainties, we are proactively shifting our strategies to further focus on efficiency and optimization for the long-term strength and profitability of the e-commerce business. Given this strategic shift, we will be suspending e-commerce GAAP revenue guidance for the full year 2022. We believe such efforts will further strengthen our ability to better capture the long-term growth opportunities in our markets, which we remain highly positive about.In the conference call, management stated that there was no change in guidance of breakeven on Asia operations after headquarter costs, though I wouldn’t be surprised if they backtracked on that guidance over the coming quarters.Is SE Stock A Buy, Sell, or Hold?In September, SE announced in an internal memo that it was exiting LATAM countries Mexico, Argentina, Chile, and Colombia. SE had entered Mexico, Chile, and Colombia just last year. The company then announced that the leadership team would be foregoing their salaries to help conserve cash.While these efforts should help reduce the quarterly cash burn, they’ll likely dramatically reduce the forward growth profile. It is difficult to predict which will prove more important in determining forward valuations.SE previously guided to $8.9 billion in e-commerce revenues. If we instead assume $7 billion in revenues, 10% long term net margins, a 1x price to earnings growth ratio (‘PEG ratio’) and 30% growth in 2023, then I value the e-commerce division at $21 billion. For the video game business, I again use $1 billion of adjusted EBITDA and a 5x multiple to arrive at a $5 billion valuation. For the digital financial services, I reduce my estimate to $1 billion in revenues. Assuming 30% long term margins, 1x PEG ratio and 40% growth in 2023, that segment might be worth $12 billion. In total, we arrive at a valuation of $37 billion, somewhat higher than the current $35 billion market cap. I note that the 1x PEG ratio may be too conservative as 1.5x to 2x may be more appropriate, but the company’s cash burn may warrant a greater risk premium.This is precisely the moment to own a stock like SE: huge growth opportunity clouded by a murky near term outlook, with a valuation that can pay off big. But the risks are real. There is cash burn risk, though the company does have plenty of cash on its balance sheet. An underappreciated risk is that of slowing growth rates. It is possible (if not likely) that the company’s previous growth rates were being juiced by highly unprofitable growth in Latin America - which the company is now exiting. As a result, there is great uncertainty in forward growth rates, though my assumed 1x PEG ratio may provide some margin of safety. I rate SE a buy, and it is one of the tech stocks I purchased in the 2022 Tech Stock Crash List provided for subscribers of Best of Breed Growth Stocks. While the risk is elevated as ever in the current environment, a basket of deeply undervalued tech stocks might provide strong returns from here, and I have allocated my portfolio to reflect that view.This article is written by Julian Lin for reference only. Please note the risks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":145,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9995188301,"gmtCreate":1661429530706,"gmtModify":1676536516680,"author":{"id":"3582157544208464","authorId":"3582157544208464","name":"tkkkkkkkkkk","avatar":"https://static.tigerbbs.com/324b8778a99b6139eca542152f970355","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582157544208464","authorIdStr":"3582157544208464"},"themes":[],"htmlText":"Did I read correctly. Revenue for 2Q is $321 million. Loss for 2Q is $572 million. Meaning its expenses is $893million which is more than revenue.&nbsp; What brilliant management?&nbsp;","listText":"Did I read correctly. Revenue for 2Q is $321 million. Loss for 2Q is $572 million. Meaning its expenses is $893million which is more than revenue.&nbsp; What brilliant management?&nbsp;","text":"Did I read correctly. Revenue for 2Q is $321 million. Loss for 2Q is $572 million. Meaning its expenses is $893million which is more than revenue. What brilliant management?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9995188301","repostId":"2262934407","repostType":4,"repost":{"id":"2262934407","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":1661426297,"share":"https://ttm.financial/m/news/2262934407?lang=&edition=fundamental","pubTime":"2022-08-25 19:18","market":"sg","language":"en","title":"Singapore's Grab Reports 79% Rise in Quarterly Revenue on Surge in Demand","url":"https://stock-news.laohu8.com/highlight/detail?id=2262934407","media":"Reuters","summary":"Aug 25 (Reuters) - Singapore's Grab Holdings Ltd on Thursday lifted the lower end of its revenue for","content":"<html><head></head><body><p>Aug 25 (Reuters) - Singapore&#39;s Grab Holdings Ltd on Thursday lifted the lower end of its revenue forecast for the year and said it was &#34;laser-focused&#34; on profitability as demand for rideshare across Southeast Asia peaks.</p><p>U.S.-listed shares of Grab, which went public last year after a $40 billion merger with a blank-check firm, surged about 5% in premarket trading.</p><p>&#34;We are laser-focused on accelerating our path to profitability,&#34; said Chief Executive Officer Anthony Tan.</p><p>&#34;We will get there by doubling down on product innovation that increases user engagement and reduces our cost-to-serve and focusing on growing high quality transactions on our platform.&#34;</p><p>The company plans to cut back on incentives and promotions to lure drivers and users, while exiting unprofitable businesses and slowing hiring to save costs.</p><p>However, a strong dollar and a slowdown in Grab&#39;s delivery business as consumers return to dining outdoors could hurt gross merchandise volume (GMV), a measure of transaction volume, which is expected to slow in the second half even as core profit is expected to improve amid cost cuts.</p><p>The company, which operates in 480 cities in eight countries in Southeast Asia, forecast revenue between $1.25 billion to $1.3 billion for the year, compared with its prior range of $1.2 billion and $1.3 billion.</p><p>For the second quarter, revenue surged 79% to $321 million.</p><p>Revenue at the Rideshare business rose 40% while that of Deliveries tripled.</p><p>Loss for the period narrowed to $572 million, from $801 million a year earlier.</p><p>In the United States, both Uber and Lyft have benefited from a surge in demand as worries of supply eased with more drivers signing up to make additional income to combat the high cost of living.</p><p>Grab shares gained 5% in premarket trading.</p><p><img src=\"https://static.tigerbbs.com/775a6352d4f54c95ec9e87638c5e65ec\" tg-width=\"839\" tg-height=\"621\" referrerpolicy=\"no-referrer\"/></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>Singapore's Grab Reports 79% Rise in Quarterly Revenue on Surge in Demand</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\">\nSingapore's Grab Reports 79% Rise in Quarterly Revenue on Surge in Demand\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\">2022-08-25 19:18</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Aug 25 (Reuters) - Singapore&#39;s Grab Holdings Ltd on Thursday lifted the lower end of its revenue forecast for the year and said it was &#34;laser-focused&#34; on profitability as demand for rideshare across Southeast Asia peaks.</p><p>U.S.-listed shares of Grab, which went public last year after a $40 billion merger with a blank-check firm, surged about 5% in premarket trading.</p><p>&#34;We are laser-focused on accelerating our path to profitability,&#34; said Chief Executive Officer Anthony Tan.</p><p>&#34;We will get there by doubling down on product innovation that increases user engagement and reduces our cost-to-serve and focusing on growing high quality transactions on our platform.&#34;</p><p>The company plans to cut back on incentives and promotions to lure drivers and users, while exiting unprofitable businesses and slowing hiring to save costs.</p><p>However, a strong dollar and a slowdown in Grab&#39;s delivery business as consumers return to dining outdoors could hurt gross merchandise volume (GMV), a measure of transaction volume, which is expected to slow in the second half even as core profit is expected to improve amid cost cuts.</p><p>The company, which operates in 480 cities in eight countries in Southeast Asia, forecast revenue between $1.25 billion to $1.3 billion for the year, compared with its prior range of $1.2 billion and $1.3 billion.</p><p>For the second quarter, revenue surged 79% to $321 million.</p><p>Revenue at the Rideshare business rose 40% while that of Deliveries tripled.</p><p>Loss for the period narrowed to $572 million, from $801 million a year earlier.</p><p>In the United States, both Uber and Lyft have benefited from a surge in demand as worries of supply eased with more drivers signing up to make additional income to combat the high cost of living.</p><p>Grab shares gained 5% in premarket trading.</p><p><img src=\"https://static.tigerbbs.com/775a6352d4f54c95ec9e87638c5e65ec\" tg-width=\"839\" tg-height=\"621\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GRAB":"Grab Holdings"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2262934407","content_text":"Aug 25 (Reuters) - Singapore's Grab Holdings Ltd on Thursday lifted the lower end of its revenue forecast for the year and said it was \"laser-focused\" on profitability as demand for rideshare across Southeast Asia peaks.U.S.-listed shares of Grab, which went public last year after a $40 billion merger with a blank-check firm, surged about 5% in premarket trading.\"We are laser-focused on accelerating our path to profitability,\" said Chief Executive Officer Anthony Tan.\"We will get there by doubling down on product innovation that increases user engagement and reduces our cost-to-serve and focusing on growing high quality transactions on our platform.\"The company plans to cut back on incentives and promotions to lure drivers and users, while exiting unprofitable businesses and slowing hiring to save costs.However, a strong dollar and a slowdown in Grab's delivery business as consumers return to dining outdoors could hurt gross merchandise volume (GMV), a measure of transaction volume, which is expected to slow in the second half even as core profit is expected to improve amid cost cuts.The company, which operates in 480 cities in eight countries in Southeast Asia, forecast revenue between $1.25 billion to $1.3 billion for the year, compared with its prior range of $1.2 billion and $1.3 billion.For the second quarter, revenue surged 79% to $321 million.Revenue at the Rideshare business rose 40% while that of Deliveries tripled.Loss for the period narrowed to $572 million, from $801 million a year earlier.In the United States, both Uber and Lyft have benefited from a surge in demand as worries of supply eased with more drivers signing up to make additional income to combat the high cost of living.Grab shares gained 5% in premarket trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":388,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":148409929,"gmtCreate":1625997545461,"gmtModify":1703751786558,"author":{"id":"3582157544208464","authorId":"3582157544208464","name":"tkkkkkkkkkk","avatar":"https://static.tigerbbs.com/324b8778a99b6139eca542152f970355","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582157544208464","authorIdStr":"3582157544208464"},"themes":[],"htmlText":"Its consumer choice. No one point gun at you to buy apple products. Dun like... Go buy other brand.&nbsp;","listText":"Its consumer choice. No one point gun at you to buy apple products. Dun like... Go buy other brand.&nbsp;","text":"Its consumer choice. No one point gun at you to buy apple products. Dun like... Go buy other brand.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/148409929","repostId":"1166379040","repostType":4,"repost":{"id":"1166379040","kind":"news","pubTimestamp":1625968800,"share":"https://ttm.financial/m/news/1166379040?lang=&edition=fundamental","pubTime":"2021-07-11 10:00","market":"us","language":"en","title":"Apple AirPod batteries are almost impossible to replace, showing the need for right-to-repair reform","url":"https://stock-news.laohu8.com/highlight/detail?id=1166379040","media":"CNBC","summary":"KEY POINTS\n\nOwners have noticed that Apple AirPods eventually will last only an hour or so before ne","content":"<div>\n<p>KEY POINTS\n\nOwners have noticed that Apple AirPods eventually will last only an hour or so before needing to be recharged, compared to their four-to-five-hour battery life out of the box.\nBut it’s ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/10/apple-airpod-battery-life-problem-shows-need-for-right-to-repair-laws.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>Apple AirPod batteries are almost impossible to replace, showing the need for right-to-repair reform</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\">\nApple AirPod batteries are almost impossible to replace, showing the need for right-to-repair reform\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-11 10:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/07/10/apple-airpod-battery-life-problem-shows-need-for-right-to-repair-laws.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTS\n\nOwners have noticed that Apple AirPods eventually will last only an hour or so before needing to be recharged, compared to their four-to-five-hour battery life out of the box.\nBut it’s ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/10/apple-airpod-battery-life-problem-shows-need-for-right-to-repair-laws.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.cnbc.com/2021/07/10/apple-airpod-battery-life-problem-shows-need-for-right-to-repair-laws.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1166379040","content_text":"KEY POINTS\n\nOwners have noticed that Apple AirPods eventually will last only an hour or so before needing to be recharged, compared to their four-to-five-hour battery life out of the box.\nBut it’s almost impossible to replace the battery at home because AirPods are tiny, packed with components, and hard to take apart.\nA new startup called PodSwap is aiming to make it easier to repair AirPods and keep them out of landfills or recycling plants, but its challenges show the need for right-to-repair laws.\n\nWhen AirPods were first released in 2016, they were a marvel of miniaturization.\nTo ditch cords and go wireless,Apple packed several chips, microphones and speakers into each headphone, which weigh about 4 grams. Without a cord, the earbud gets its power from a tiny cylindrical battery that has about 1% of the capacity of an iPhone’s battery.\nBut lithium-ion batteries, like those used by the AirPods, wear out the more they are used.\nSome owners have noticed that, after a few years, used AirPods eventually will last only an hour or so before needing to be recharged -- a big decay from the four-to-five-hour battery life they have when new. Because each AirPod is so small and so tightly packed into its housing, it’s almost impossible to swap out the old battery for a new one. Most people give up and just buy a new pair.\nThe limited lifespan of AirPods is exactly the kind of problem that the “right-to-repair” movement wants to fix. Repair shops and lobbyists that support repair reform want lawmakers to implement a variety of rules, including increased access to manuals and official parts and consumer protections around warranties.\nBut one of their most important requests is for companies to design products with repair in mind, instead of packing gadgets with unlabeled parts and sticking them together with glue, forcing users to use a knife to take them apart.\nThis desire puts repair advocates at odds with hardware companies like Apple, whose business models depend on customers upgrading to the latest model every few years. When Apple offered cheap iPhone battery repairs a few years ago, it hurt sales as consumers were able to hang on to their old phones for longer instead of upgrading. Apple also charges customers for repairs and extended warranties.\n“We design our products for durability in order to minimize the need for repair,” Apple wrote in an environmental report earlier this year. “But in the instance a repair is needed, we believe our customers should have convenient access to safe and reliable repair services, to get their product back up and running as quickly as possible.”\nThe right-to-repair movement gains steam\nPolicymakers have started to engage more closely with right-to-repair advocates in recent years. State-level bills have been introduced in a majority of states, but electronics companies have lobbied against them and none have passed.\nIn May, the Federal Trade Commission released a 56-page report on repair restrictions, concluding that repair restrictions have “steered consumers into manufacturers’ repair networks or to replace products before the end of their useful lives” — exactly the problem users are running into with their AirPods.\nThe Biden administration on Friday ordered the FTC to write new regulations targeted at limiting manufacturers’ ability to hamper independent or do-it-yourself repairs as part of a sweeping executive order. New repair rules have not yet been drafted.\n“Tech and other companies impose restrictions on self and third-party repairs, making repairs more costly and time-consuming, such as by restricting the distribution of parts, diagnostics, and repair tools,” the White House wrote in a fact sheet about the order on Friday, linking to a story about fixing Apple products. Apple declined to comment on the White House executive order.\nThe FTC has not said what it plans to do, but repair advocates want a few key policy changes, as detailed in its May report. They want companies to be required to make official replacement parts available. They want access to tools that could make repairs easier without reverse-engineering the tools or parts themselves. And ultimately, they want products to be designed with longer lifespans.\nApple is not the only company that would be affected by these policies. Much of the recent pressure is on medical device companies and tractor manufacturers. But given Apple’s ubiquity, it has become a poster child for repair, especially because it promotes its environmental efforts as a corporate value.\nApple has launched a program it calls the “Independent Repair Program” which gives repair shops the option to enter into a certification process and contract with Apple in order to get access to authentic Apple parts, tools and manuals.\nApple has also reduced the price of its battery replacement for iPhones, and recent models have been designed to make it easier to replace a battery or cracked screen, according to iFixit. Plus, compared to other consumer electronics companies, Apple has a large existing network of stores and authorized repair shops.\nStill, many Apple products remain challenging to repair at home or as a business with no contact with Apple.\nThe only AirPods battery replacement company\niFixit, a company that provides disassembly instructions and sells replacement parts for gadgets, gives AirPods models a score of zero out of 10 for repairability. According to iFixit, repairing these earbuds involves soldering, hot air guns and slicing through glue — that is, if replacement battery parts are even available. In the end, a would-be home repairer would have to put the four-gram computer back together again.\nApple provides “battery service” for AirPods, at the cost of $49 per earbud. But functionally, Apple simply gives you a replacement pair, and the old earbuds are recycled. It’s not a repair, it’s a replacement. And it’s expensive. AirPods originally cost $159, so opting for battery service costs more than half of the price of a new pair.\nApple sold about 72.8 million AirPods units in 2020, according to a CounterPoint research estimate, so tens of millions of consumers will face the same lack of choice in the coming years.\nPodSwap is a Miami company founded by Emma Stritzinger and Emily Alpert which aims to keep AirPods “out of the landfill.” They’re not associated with Apple.\nThey believe they’re the only company performing AirPod battery replacements, although other companies “refurbish” old AirPods, the founders told CNBC. The company was formed after the founders experienced dying AirPods themselves and thought that upgrading or replacing them would be wasteful and impractical.\nI recently replaced a pair of AirPods that were only holding a charge for 45 minutes -- too short to complete a phone call. I paid $59 on PodSwap’s Shopify site and a few days later received a replacement pair of AirPods with new batteries. They weren’t my old AirPods, they were another set that had their batteries replaced.\nAlong with those new pods, PodSwap includes a box and a return label. It wants your old AirPods back. It then cleans and sanitizes the old pair, puts in new batteries and sends them out to the next person who wants to change the battery in their old AirPods.\nBut PodSwap faces many challenges that show why repair advocates want new rules. Alpert said the design of the AirPod makes it challenging for repair shops or companies like theirs to do a lot of battery replacements. PodSwap’s process uses both robotics and manual labor, the founders said.\n“The process was developed through trial and error and a large number of units were ‘sacrificed’ and ultimately recycled. One major challenge we faced was overcoming the uniqueness of this product. Each AirPod is assembled with slight differences, which creates complexity in the disassembly,” Alpert said.\nPodSwap plans to soon offer service for the AirPods Pro, a newer model that costs $249 and are, surprisingly, powered by a standard-sized coin battery.\nBut the AirPods Pro have many of the same problems as the first model — tight tolerances, potential damage while taking them apart, a lack of replacement parts, and a design that suggests the product was always designed to last a limited time.\n“We have found the AirPods Pro’s batteries to be more difficult to replace,” Alpert said. “The ergonomic design and tight unforgiving tolerances make it exceptionally challenging to replace the batteries repeatedly, with a high degree of efficiency.”\nPodSwap wasn’t totally seamless for me — I got sent a combination of “first generation” and “second generation” AirPods. They caused my iPhone to send error messages, but I sent an email to PodSwap and a day or two later I got a second replacement set, which worked.\nAfter that, I sent my first replacement set and my old AirPods back. The AirPods I received look and work like new.\nI plan on trying to get another four years out of them.","news_type":1},"isVote":1,"tweetType":1,"viewCount":250,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":101567526,"gmtCreate":1619924001665,"gmtModify":1704336413702,"author":{"id":"3582157544208464","authorId":"3582157544208464","name":"tkkkkkkkkkk","avatar":"https://static.tigerbbs.com/324b8778a99b6139eca542152f970355","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582157544208464","authorIdStr":"3582157544208464"},"themes":[],"htmlText":"Are Xpeng and nio the only serious Chinese EV players? Anyone knows","listText":"Are Xpeng and nio the only serious Chinese EV players? Anyone knows","text":"Are Xpeng and nio the only serious Chinese EV players? Anyone knows","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/101567526","repostId":"1142070002","repostType":4,"repost":{"id":"1142070002","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":1619792975,"share":"https://ttm.financial/m/news/1142070002?lang=&edition=fundamental","pubTime":"2021-04-30 22:29","market":"us","language":"en","title":"NIO rose more than 5%, after falling nearly 4% before","url":"https://stock-news.laohu8.com/highlight/detail?id=1142070002","media":"Tiger Newspress","summary":"NIO Earnings Looked a Lot Like Ford’s. What to Know.Chinese electric vehicle maker NIO posted better than expected first quarter results. But the global automotive microchip shortage will hit production in the coming months.NIO  is a highly valued, high-growth stock. Now NIO bulls have to decide whether solid earnings will trump the growth hiccup or whether the chip shortage can hurt the company in the long run.NIO lost 23 cents a share on an adjusted, non-GAAP basis, from $1.2 billion in sales.","content":"<p>NIO rose more than 5%, after falling nearly 4% before.</p><p><img src=\"https://static.tigerbbs.com/80881ae9e6de48ac5e3733583db3ba9e\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><b>NIO Earnings Looked a Lot Like Ford’s. What to Know.</b></p><p>Chinese electric vehicle maker NIO posted better than expected first quarter results. But the global automotive microchip shortage will hit production in the coming months.</p><p>NIO (ticker: NIO) is a highly valued, high-growth stock. Now NIO bulls have to decide whether solid earnings will trump the growth hiccup or whether the chip shortage can hurt the company in the long run.</p><p>NIO lost&nbsp;23 cents&nbsp;a share on an adjusted, non-GAAP basis, from $1.2 billion in sales. Wall Street was looking for a comparable 84 cent loss from $1.1 billion in sales. NIO’s corporate gross profit margin came in at 19.5%, about 3 percentage points better than analysts projected and up from negative 12% a year ago. First quarter results look solid.</p><p>The stock isn’t moving though. NIO reported numbers at 5:30 p.m. eastern time and not a lot of stock is trading after hours. NIO shares closed down 5.3% in Thursday trading. TheS&amp;P 500&nbsp;and&nbsp;Dow Jones Industrial Average&nbsp;rose about&nbsp; 0.7%.</p><p>“NIO started the year of 2021 with a new quarterly delivery record of 20,060 vehicles in the first quarter,” said CEO William Bin Li in the company’s news release. “The overall demand for our products continues to be quite strong, but the supply chain is still facing significant challenges due to the semiconductor shortage.”</p><p>Management called the chip situation “very severe” on its conference call and projected 21,000 to 22,000 vehicle deliveries for the second quarter and sales of about $1.3 billion. The Street is projecting $1.2 billion in sales. But the unit delivery guidance is a little lower than Deutsche Bank analyst Edison Yu had expected.</p><p>For the full year, Yu is modeling 95,000 deliveries. With about 42,000 deliveries likely for the first half of 2021, the resolution of the global chip shortage will go a long way to deciding whether or not NIO can reach Yu’s number.</p><p>Yu rates NIO shares Buy and has a $60 price target for the stock.</p><p>The overall quarter feels a little like&nbsp;Ford Motor‘s (F) quarter, which was&nbsp;reported Wednesday. Ford reported sales and earnings far better than Wall Street projected. Unit volumes were below the company’s internal projections, but improving vehicle mix boosted sales beyond Street projections. Ford prioritized making higher-end vehicles in the face of limited chip supply. Looking ahead, Ford said the impact of the chip shortage would be at the high end of the company’s initial $1 billion to $2.5 billion cost guidance.</p><p>Ford stock close down 9.4% Thursday, the day after the Wednesday evening report. The NIO second-quarter guidance isn’t as surprising as Ford’s. And NIO doesn’t have full-year guidance. But calling NIO’s stock price reaction is difficult.</p><p>Ford trades for less than 7 times estimated 2022 earnings. NIO is expected to become profitable on a full-year basis in 2022. What’s more, NIO is worth about 50% more than Ford.</p><p>NIO’s conference call wrapped up about 10 p.m. eastern time. After the chip shortage, analysts focused questions on EV competition in China and NIO’s production expansion. NIO is putting in place&nbsp;capacity to produce&nbsp;hundreds of thousands of vehicles in coming years.</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>NIO rose more than 5%, after falling nearly 4% before</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\">\nNIO rose more than 5%, after falling nearly 4% before\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\">2021-04-30 22:29</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>NIO rose more than 5%, after falling nearly 4% before.</p><p><img src=\"https://static.tigerbbs.com/80881ae9e6de48ac5e3733583db3ba9e\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><b>NIO Earnings Looked a Lot Like Ford’s. What to Know.</b></p><p>Chinese electric vehicle maker NIO posted better than expected first quarter results. But the global automotive microchip shortage will hit production in the coming months.</p><p>NIO (ticker: NIO) is a highly valued, high-growth stock. Now NIO bulls have to decide whether solid earnings will trump the growth hiccup or whether the chip shortage can hurt the company in the long run.</p><p>NIO lost&nbsp;23 cents&nbsp;a share on an adjusted, non-GAAP basis, from $1.2 billion in sales. Wall Street was looking for a comparable 84 cent loss from $1.1 billion in sales. NIO’s corporate gross profit margin came in at 19.5%, about 3 percentage points better than analysts projected and up from negative 12% a year ago. First quarter results look solid.</p><p>The stock isn’t moving though. NIO reported numbers at 5:30 p.m. eastern time and not a lot of stock is trading after hours. NIO shares closed down 5.3% in Thursday trading. TheS&amp;P 500&nbsp;and&nbsp;Dow Jones Industrial Average&nbsp;rose about&nbsp; 0.7%.</p><p>“NIO started the year of 2021 with a new quarterly delivery record of 20,060 vehicles in the first quarter,” said CEO William Bin Li in the company’s news release. “The overall demand for our products continues to be quite strong, but the supply chain is still facing significant challenges due to the semiconductor shortage.”</p><p>Management called the chip situation “very severe” on its conference call and projected 21,000 to 22,000 vehicle deliveries for the second quarter and sales of about $1.3 billion. The Street is projecting $1.2 billion in sales. But the unit delivery guidance is a little lower than Deutsche Bank analyst Edison Yu had expected.</p><p>For the full year, Yu is modeling 95,000 deliveries. With about 42,000 deliveries likely for the first half of 2021, the resolution of the global chip shortage will go a long way to deciding whether or not NIO can reach Yu’s number.</p><p>Yu rates NIO shares Buy and has a $60 price target for the stock.</p><p>The overall quarter feels a little like&nbsp;Ford Motor‘s (F) quarter, which was&nbsp;reported Wednesday. Ford reported sales and earnings far better than Wall Street projected. Unit volumes were below the company’s internal projections, but improving vehicle mix boosted sales beyond Street projections. Ford prioritized making higher-end vehicles in the face of limited chip supply. Looking ahead, Ford said the impact of the chip shortage would be at the high end of the company’s initial $1 billion to $2.5 billion cost guidance.</p><p>Ford stock close down 9.4% Thursday, the day after the Wednesday evening report. The NIO second-quarter guidance isn’t as surprising as Ford’s. And NIO doesn’t have full-year guidance. But calling NIO’s stock price reaction is difficult.</p><p>Ford trades for less than 7 times estimated 2022 earnings. NIO is expected to become profitable on a full-year basis in 2022. What’s more, NIO is worth about 50% more than Ford.</p><p>NIO’s conference call wrapped up about 10 p.m. eastern time. After the chip shortage, analysts focused questions on EV competition in China and NIO’s production expansion. NIO is putting in place&nbsp;capacity to produce&nbsp;hundreds of thousands of vehicles in coming years.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142070002","content_text":"NIO rose more than 5%, after falling nearly 4% before.NIO Earnings Looked a Lot Like Ford’s. What to Know.Chinese electric vehicle maker NIO posted better than expected first quarter results. But the global automotive microchip shortage will hit production in the coming months.NIO (ticker: NIO) is a highly valued, high-growth stock. Now NIO bulls have to decide whether solid earnings will trump the growth hiccup or whether the chip shortage can hurt the company in the long run.NIO lost 23 cents a share on an adjusted, non-GAAP basis, from $1.2 billion in sales. Wall Street was looking for a comparable 84 cent loss from $1.1 billion in sales. NIO’s corporate gross profit margin came in at 19.5%, about 3 percentage points better than analysts projected and up from negative 12% a year ago. First quarter results look solid.The stock isn’t moving though. NIO reported numbers at 5:30 p.m. eastern time and not a lot of stock is trading after hours. NIO shares closed down 5.3% in Thursday trading. TheS&P 500 and Dow Jones Industrial Average rose about  0.7%.“NIO started the year of 2021 with a new quarterly delivery record of 20,060 vehicles in the first quarter,” said CEO William Bin Li in the company’s news release. “The overall demand for our products continues to be quite strong, but the supply chain is still facing significant challenges due to the semiconductor shortage.”Management called the chip situation “very severe” on its conference call and projected 21,000 to 22,000 vehicle deliveries for the second quarter and sales of about $1.3 billion. The Street is projecting $1.2 billion in sales. But the unit delivery guidance is a little lower than Deutsche Bank analyst Edison Yu had expected.For the full year, Yu is modeling 95,000 deliveries. With about 42,000 deliveries likely for the first half of 2021, the resolution of the global chip shortage will go a long way to deciding whether or not NIO can reach Yu’s number.Yu rates NIO shares Buy and has a $60 price target for the stock.The overall quarter feels a little like Ford Motor‘s (F) quarter, which was reported Wednesday. Ford reported sales and earnings far better than Wall Street projected. Unit volumes were below the company’s internal projections, but improving vehicle mix boosted sales beyond Street projections. Ford prioritized making higher-end vehicles in the face of limited chip supply. Looking ahead, Ford said the impact of the chip shortage would be at the high end of the company’s initial $1 billion to $2.5 billion cost guidance.Ford stock close down 9.4% Thursday, the day after the Wednesday evening report. The NIO second-quarter guidance isn’t as surprising as Ford’s. And NIO doesn’t have full-year guidance. But calling NIO’s stock price reaction is difficult.Ford trades for less than 7 times estimated 2022 earnings. NIO is expected to become profitable on a full-year basis in 2022. What’s more, NIO is worth about 50% more than Ford.NIO’s conference call wrapped up about 10 p.m. eastern time. After the chip shortage, analysts focused questions on EV competition in China and NIO’s production expansion. NIO is putting in place capacity to produce hundreds of thousands of vehicles in coming years.","news_type":1},"isVote":1,"tweetType":1,"viewCount":242,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":375628564,"gmtCreate":1619335119358,"gmtModify":1704722621487,"author":{"id":"3582157544208464","authorId":"3582157544208464","name":"tkkkkkkkkkk","avatar":"https://static.tigerbbs.com/324b8778a99b6139eca542152f970355","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582157544208464","authorIdStr":"3582157544208464"},"themes":[],"htmlText":"Good analysis","listText":"Good analysis","text":"Good analysis","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/375628564","repostId":"1166519043","repostType":4,"repost":{"id":"1166519043","kind":"news","pubTimestamp":1619192700,"share":"https://ttm.financial/m/news/1166519043?lang=&edition=fundamental","pubTime":"2021-04-23 23:45","market":"us","language":"en","title":"Tesla Stock Split: Will It Happen Again?","url":"https://stock-news.laohu8.com/highlight/detail?id=1166519043","media":"seekingalpha","summary":"Tesla not only has to contend with pure-play EV-makers. It will also face new entrants such as Apple and Chinese smartphone makers Huawei and Xiaomi.More traditional automakers will also be producing electric vehicles. Even if the demand side is plausible, it would mean Tesla needs to build many more factories.However, if analysts are right that Tesla's true potential lies in a future rollout of an autonomous ride-hailing fleet, its share price has much room to head north based on the consensus ","content":"<p><b>Summary</b></p>\n<ul>\n <li>Tesla not only has to contend with pure-play EV-makers. It will also face new entrants such as Apple and Chinese smartphone makers Huawei and Xiaomi.</li>\n <li>More traditional automakers will also be producing electric vehicles. Even if the demand side is plausible, it would mean Tesla needs to build many more factories.</li>\n <li>It's a high chance that a great number of new plants would be in China which carries plenty of geopolitical risks. The headwinds from the uncertainties could suppress TSLA stock.</li>\n <li>However, if analysts are right that Tesla's true potential lies in a future rollout of an autonomous ride-hailing fleet, its share price has much room to head north based on the consensus projections.</li>\n <li>Tesla could consider another stock split to get&nbsp;\"more people in the stock.\" Past experiences suggest the EV titan could do one before the share price hit quadruple-digit again.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/59edf6c2b70d6c984dc825b7567439bc\" tg-width=\"768\" tg-height=\"512\"><span>Photo by Spencer Platt/Getty Images News via Getty Images</span></p>\n<p><b>TSLA stock is poised to rise in line with its business growth</b></p>\n<p>In a recent article titled&nbsp;<i>Who Will Be The Biggest Competitors By 2025</i>, I questioned certain projections regarding Tesla's (TSLA) car sales. Some estimates implied that Tesla would take a lion's share of the EV market despite the rapid increase in the number of competitors.</p>\n<p>By 2025, Tesla not only has to contend with pure-play EV-makers. It will also face new entrants such as Apple Inc. (AAPL) as well as Chinese smartphone giants Huawei and Xiaomi Corporation (OTC:XIACF)(OTCPK:XIACY). More traditional automakers will also be producing electric vehicles, even as they continue to churn out internal combustion engine-based cars.</p>\n<p>Even if the demand side is plausible, it would mean Tesla, Inc. needs to build many more factories. Given the effusive praise we have heard from Elon Musk regarding the speed of factory construction and on China in general, we could expect additional new plants to be cited in the populous country. That could add more&nbsp;geopolitical risks&nbsp;to the stock, as SA author John Engle argued.</p>\n<p>Then again, as many readers on Seeking Alpha, analysts, and Cathie Wood have postulated, Tesla's true potential lies in a future rollout of an autonomous ride-hailing fleet. Consequently, Tesla's revenue is projected to rise from $31.54 billion in 2020 to a whopping $388.52 billion on a consensus basis in 2030. That would bring the price-to-sales ratio to a mere 1.84 times on a forward basis.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fac352f9c2ac9bac0412ed076c27c75a\" tg-width=\"640\" tg-height=\"368\"><span>Source: Seeking Alpha Premium</span></p>\n<p>If Tesla did not disappoint the most bullish of the optimists forecasting its revenue to hit $600.7 billion in 2030, its P/S ratio would drop even lower to 1.19 times! You might say, all that sales are wonderful but what does their profitability look like? Well, the analysts believe TSLA would make boatloads of money. The consensus EPS estimate for 2030 is $33.48, a massive jump from the $0.64 it achieved in 2020. If the 2030 EPS estimate is realized, those earnings at today's price would reflect a ratio of 22.2 times, which could be seen as incredibly low.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7650450aa6230d6585a502b571ee3652\" tg-width=\"640\" tg-height=\"278\"><span>Source: Seeking Alpha Premium</span></p>\n<p>With EV sales projected by industry consultancy Canalys to remain below 50 percent of the total car sales by 2030, there remains significant growth potential for Tesla to increase its revenue. As such, assuming the analysts are correct, the share price of TSLA will not stay at the present level for the P/S ratio to be just 1.84 times and the P/E ratio at 22.2 times, the share price of TSLA would rise further than where it stands today.</p>\n<p><img src=\"https://static.tigerbbs.com/0cd810d4171606b50d186b8d9bf10bf5\" tg-width=\"640\" tg-height=\"479\"></p>\n<p>Tesla stock split history: What was Tesla's stock price before the recent split?</p>\n<p>In other words, Tesla's share price would continue to rise over the next five to ten years. With that in mind, the question is, will TSLA split again? Before discussing that, let's review Tesla's previous split.</p>\n<p>On August 11, 2020, Tesla&nbsp;announced, after the market closed, that its board approved a five-for-one split of shares to \"make stock ownership more accessible to employees and investors.\" This marked Tesla's first-ever split announcement. The stock jumped from a pre-split price of $1374.4 to as high as $1585 the next day before closing at $1554.75. TSLA went on to clock further gains the rest of the month, appreciating over 80 percent by the end of August 2020.</p>\n<p><img src=\"https://static.tigerbbs.com/c1b22a860341fe3bf36996d737680ddb\" tg-width=\"640\" tg-height=\"485\"></p>\n<p><b>How did Tesla's most recent stock split affect share prices?</b></p>\n<p>Interestingly, after the split was affected, Tesla stock lost much of the August gains in just a few trading sessions in early September. The share price decline was speculated by some to be due to shareholders paring their holdings since the split had resulted in them holding more TSLA shares. This seems logical as the purpose of the split was to accord shareholders with greater \"liquidity\" over their TSLA holding.</p>\n<p>However, the weakness in Tesla's share price was more likely attributable to a capital-raising exercise&nbsp;announced&nbsp;pre-market on September 1, 2020. Although only up to $5 billion worth of shares representing just over 1 percent of Tesla's market cap were to be sold, investors were probably looking for a trigger to take profit considering that TSLA was running in overbought territory for more than two weeks, according to the relative strength index [RSI] momentum indicator at that time.</p>\n<p>TSLA's strong run upwards had also led to the stock becoming \"overweight\" on many shareholders' portfolios. Ironically, that meant investors, whether individuals or fund managers had to reduce their Tesla holdings to avoid concentration risk. For funds with concentration guidelines or rules, it's not even a choice but a&nbsp;mandatory reduction&nbsp;exercise once the Tesla position became outsized.</p>\n<p>To make matters worse, Tesla stock was subsequently dragged down further into correction territory amid a sell-off by investors of tech favorites and \"all things frothy.\" The share price recovered some grounds quickly but the stock stagnated for a few months thereafter before a&nbsp;powerful wave of EV hypeswept TSLA up again to new heights.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/085a34d7256fb764f0652d6223057202\" tg-width=\"640\" tg-height=\"267\"><span>Source: Yahoo Finance</span></p>\n<p><b>When will Tesla stock split again?</b></p>\n<p>Although Tesla's share price has pulled back from the peak earlier in the year, it remains much higher than the post-split level last year. At $744.12 at the time of writing, TSLA is 49 percent higher than the $498.32 close on August 31, 2020, the day of the stock split.</p>\n<p>If the past is any reference, Tesla executives did the stock split when the share price was in quadruple-digit. TSLA will need to rise more than 34 percent for that to happen again. As I opined earlier, Tesla stock appears to be poised for further upside. I believe it's more of a question of when, not if, will TSLA hit above $1,000 per share.</p>\n<p>Nevertheless, even in the current investing environment where there are platforms allowing the trading of fractional shares, there are still benefits for stocks with smaller prices. One obvious advantage is the impact on psychology, as the mind interprets low prices as \"cheaply valued\" and having room to head north.</p>\n<p>The leadership at Apple must be thinking the same as the folks at Tesla when the company executed its stock split around the same time as the EV giant last August. The share price appreciation from pre-announcement to post-stock split date was less spectacular compared to Tesla but still a hefty 41 percent.</p>\n<p><img src=\"https://static.tigerbbs.com/46bd0bed00b03ba1d738fd84c9dfb0dc\" tg-width=\"640\" tg-height=\"483\"></p>\n<p>Considering that Apple&nbsp;announced&nbsp;a stock split when the share price was much lower at $384.76, it goes to show there's value in considering a split in the stock even without the share price hitting quadruple-digit. Furthermore, AAPL has done this four times before - in 1987, 2000, 2005, and 2014 - when the share prices were all below $1,000. In 1987 and 2005, the stock was even trading at the sub-$100 level when the company did the split.</p>\n<p>Jim Cramer was quoted as saying during an interview last year that Tim Cook explained the 2020 stock split to him, telling him that he wanted \"more people in the stock.\" I suppose that's what Bill Gates and his team thought when the software giant performed eight stock splits from the listing of Microsoft (MSFT) until 1999 as MSFT climbed exponentially during the period. Elon Musk and Tim Cook are the odd couple but I believe the former would agree on having \"more people\" in TSLA stock.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/44957db620e86907bb72e9691bc726e6\" tg-width=\"640\" tg-height=\"250\"><span>Source: Yahoo Finance</span></p>\n<p><b>Should you buy Tesla now or wait for a split?</b></p>\n<p>Video-streaming leader Netflix (NFLX) announced a seven-for-one stock split in 2015 when its share was around $700 pre-split. NFLX went on to do very well though it's very much due to its business success than a simple cosmetic stock split exercise. The point of bringing this up is that Tesla's share price is around where Netflix's share price was when the split was completed.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f3cbb0c9bd178401bc6cc863a0934af2\" tg-width=\"640\" tg-height=\"271\"><span>Source: Yahoo Finance</span></p>\n<p>Although Amazon.com, Inc. (AMZN) and Alphabet Inc. (GOOGL)(GOOG) are the odd tech companies trading at quadruple-digit levels, most others are trading in the triple-digit or smaller. With the favorable experience from the previous stock split, Tesla might not want to wait for the share price to hit quadruple-digit again before contemplating another split.</p>\n<p>Furthermore, there is&nbsp;existing literature&nbsp;that reveals a strong correlation between stock splits and \"outstanding stock price performance\", giving Tesla the impetus to do so. Another potential trigger point for Elon Musk to announce a stock split could be when TSLA hit $840 per share. He would be able to claim that the company would do a two-for-one split so that the share price becomes $420 post-split.</p>\n<p>Of course, the share price wouldn't stay flat from the announcement date until the effective date. Nonetheless, the media would have gone into overdrive covering the announcement and speculating about the number's link to weed as well as Elon's past brush with the securities law on his previous take-Tesla-private-at-$420 claim. This would generate plenty of free publicity for the company.</p>\n<p>However, investors should not hang around for a stock split if they are intending to own shares in Tesla. It may not happen and the share price could still zoom upwards on speculations, improving sentiment, or due to business fundamentals.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Stock Split: Will It Happen Again?</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 Stock Split: Will It Happen Again?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-23 23:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4420899-tesla-stock-split-will-it-happen-again><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nTesla not only has to contend with pure-play EV-makers. It will also face new entrants such as Apple and Chinese smartphone makers Huawei and Xiaomi.\nMore traditional automakers will also be ...</p>\n\n<a href=\"https://seekingalpha.com/article/4420899-tesla-stock-split-will-it-happen-again\">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://seekingalpha.com/article/4420899-tesla-stock-split-will-it-happen-again","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1166519043","content_text":"Summary\n\nTesla not only has to contend with pure-play EV-makers. It will also face new entrants such as Apple and Chinese smartphone makers Huawei and Xiaomi.\nMore traditional automakers will also be producing electric vehicles. Even if the demand side is plausible, it would mean Tesla needs to build many more factories.\nIt's a high chance that a great number of new plants would be in China which carries plenty of geopolitical risks. The headwinds from the uncertainties could suppress TSLA stock.\nHowever, if analysts are right that Tesla's true potential lies in a future rollout of an autonomous ride-hailing fleet, its share price has much room to head north based on the consensus projections.\nTesla could consider another stock split to get \"more people in the stock.\" Past experiences suggest the EV titan could do one before the share price hit quadruple-digit again.\n\nPhoto by Spencer Platt/Getty Images News via Getty Images\nTSLA stock is poised to rise in line with its business growth\nIn a recent article titled Who Will Be The Biggest Competitors By 2025, I questioned certain projections regarding Tesla's (TSLA) car sales. Some estimates implied that Tesla would take a lion's share of the EV market despite the rapid increase in the number of competitors.\nBy 2025, Tesla not only has to contend with pure-play EV-makers. It will also face new entrants such as Apple Inc. (AAPL) as well as Chinese smartphone giants Huawei and Xiaomi Corporation (OTC:XIACF)(OTCPK:XIACY). More traditional automakers will also be producing electric vehicles, even as they continue to churn out internal combustion engine-based cars.\nEven if the demand side is plausible, it would mean Tesla, Inc. needs to build many more factories. Given the effusive praise we have heard from Elon Musk regarding the speed of factory construction and on China in general, we could expect additional new plants to be cited in the populous country. That could add more geopolitical risks to the stock, as SA author John Engle argued.\nThen again, as many readers on Seeking Alpha, analysts, and Cathie Wood have postulated, Tesla's true potential lies in a future rollout of an autonomous ride-hailing fleet. Consequently, Tesla's revenue is projected to rise from $31.54 billion in 2020 to a whopping $388.52 billion on a consensus basis in 2030. That would bring the price-to-sales ratio to a mere 1.84 times on a forward basis.\nSource: Seeking Alpha Premium\nIf Tesla did not disappoint the most bullish of the optimists forecasting its revenue to hit $600.7 billion in 2030, its P/S ratio would drop even lower to 1.19 times! You might say, all that sales are wonderful but what does their profitability look like? Well, the analysts believe TSLA would make boatloads of money. The consensus EPS estimate for 2030 is $33.48, a massive jump from the $0.64 it achieved in 2020. If the 2030 EPS estimate is realized, those earnings at today's price would reflect a ratio of 22.2 times, which could be seen as incredibly low.\nSource: Seeking Alpha Premium\nWith EV sales projected by industry consultancy Canalys to remain below 50 percent of the total car sales by 2030, there remains significant growth potential for Tesla to increase its revenue. As such, assuming the analysts are correct, the share price of TSLA will not stay at the present level for the P/S ratio to be just 1.84 times and the P/E ratio at 22.2 times, the share price of TSLA would rise further than where it stands today.\n\nTesla stock split history: What was Tesla's stock price before the recent split?\nIn other words, Tesla's share price would continue to rise over the next five to ten years. With that in mind, the question is, will TSLA split again? Before discussing that, let's review Tesla's previous split.\nOn August 11, 2020, Tesla announced, after the market closed, that its board approved a five-for-one split of shares to \"make stock ownership more accessible to employees and investors.\" This marked Tesla's first-ever split announcement. The stock jumped from a pre-split price of $1374.4 to as high as $1585 the next day before closing at $1554.75. TSLA went on to clock further gains the rest of the month, appreciating over 80 percent by the end of August 2020.\n\nHow did Tesla's most recent stock split affect share prices?\nInterestingly, after the split was affected, Tesla stock lost much of the August gains in just a few trading sessions in early September. The share price decline was speculated by some to be due to shareholders paring their holdings since the split had resulted in them holding more TSLA shares. This seems logical as the purpose of the split was to accord shareholders with greater \"liquidity\" over their TSLA holding.\nHowever, the weakness in Tesla's share price was more likely attributable to a capital-raising exercise announced pre-market on September 1, 2020. Although only up to $5 billion worth of shares representing just over 1 percent of Tesla's market cap were to be sold, investors were probably looking for a trigger to take profit considering that TSLA was running in overbought territory for more than two weeks, according to the relative strength index [RSI] momentum indicator at that time.\nTSLA's strong run upwards had also led to the stock becoming \"overweight\" on many shareholders' portfolios. Ironically, that meant investors, whether individuals or fund managers had to reduce their Tesla holdings to avoid concentration risk. For funds with concentration guidelines or rules, it's not even a choice but a mandatory reduction exercise once the Tesla position became outsized.\nTo make matters worse, Tesla stock was subsequently dragged down further into correction territory amid a sell-off by investors of tech favorites and \"all things frothy.\" The share price recovered some grounds quickly but the stock stagnated for a few months thereafter before a powerful wave of EV hypeswept TSLA up again to new heights.\nSource: Yahoo Finance\nWhen will Tesla stock split again?\nAlthough Tesla's share price has pulled back from the peak earlier in the year, it remains much higher than the post-split level last year. At $744.12 at the time of writing, TSLA is 49 percent higher than the $498.32 close on August 31, 2020, the day of the stock split.\nIf the past is any reference, Tesla executives did the stock split when the share price was in quadruple-digit. TSLA will need to rise more than 34 percent for that to happen again. As I opined earlier, Tesla stock appears to be poised for further upside. I believe it's more of a question of when, not if, will TSLA hit above $1,000 per share.\nNevertheless, even in the current investing environment where there are platforms allowing the trading of fractional shares, there are still benefits for stocks with smaller prices. One obvious advantage is the impact on psychology, as the mind interprets low prices as \"cheaply valued\" and having room to head north.\nThe leadership at Apple must be thinking the same as the folks at Tesla when the company executed its stock split around the same time as the EV giant last August. The share price appreciation from pre-announcement to post-stock split date was less spectacular compared to Tesla but still a hefty 41 percent.\n\nConsidering that Apple announced a stock split when the share price was much lower at $384.76, it goes to show there's value in considering a split in the stock even without the share price hitting quadruple-digit. Furthermore, AAPL has done this four times before - in 1987, 2000, 2005, and 2014 - when the share prices were all below $1,000. In 1987 and 2005, the stock was even trading at the sub-$100 level when the company did the split.\nJim Cramer was quoted as saying during an interview last year that Tim Cook explained the 2020 stock split to him, telling him that he wanted \"more people in the stock.\" I suppose that's what Bill Gates and his team thought when the software giant performed eight stock splits from the listing of Microsoft (MSFT) until 1999 as MSFT climbed exponentially during the period. Elon Musk and Tim Cook are the odd couple but I believe the former would agree on having \"more people\" in TSLA stock.\nSource: Yahoo Finance\nShould you buy Tesla now or wait for a split?\nVideo-streaming leader Netflix (NFLX) announced a seven-for-one stock split in 2015 when its share was around $700 pre-split. NFLX went on to do very well though it's very much due to its business success than a simple cosmetic stock split exercise. The point of bringing this up is that Tesla's share price is around where Netflix's share price was when the split was completed.\nSource: Yahoo Finance\nAlthough Amazon.com, Inc. (AMZN) and Alphabet Inc. (GOOGL)(GOOG) are the odd tech companies trading at quadruple-digit levels, most others are trading in the triple-digit or smaller. With the favorable experience from the previous stock split, Tesla might not want to wait for the share price to hit quadruple-digit again before contemplating another split.\nFurthermore, there is existing literature that reveals a strong correlation between stock splits and \"outstanding stock price performance\", giving Tesla the impetus to do so. Another potential trigger point for Elon Musk to announce a stock split could be when TSLA hit $840 per share. He would be able to claim that the company would do a two-for-one split so that the share price becomes $420 post-split.\nOf course, the share price wouldn't stay flat from the announcement date until the effective date. Nonetheless, the media would have gone into overdrive covering the announcement and speculating about the number's link to weed as well as Elon's past brush with the securities law on his previous take-Tesla-private-at-$420 claim. This would generate plenty of free publicity for the company.\nHowever, investors should not hang around for a stock split if they are intending to own shares in Tesla. It may not happen and the share price could still zoom upwards on speculations, improving sentiment, or due to business fundamentals.","news_type":1},"isVote":1,"tweetType":1,"viewCount":316,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9946186044,"gmtCreate":1680885606688,"gmtModify":1680885611079,"author":{"id":"3582157544208464","authorId":"3582157544208464","name":"tkkkkkkkkkk","avatar":"https://static.tigerbbs.com/324b8778a99b6139eca542152f970355","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582157544208464","authorIdStr":"3582157544208464"},"themes":[],"htmlText":"Great story 👌🤗🤗","listText":"Great story 👌🤗🤗","text":"Great story 👌🤗🤗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9946186044","isVote":1,"tweetType":1,"viewCount":90,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9962754460,"gmtCreate":1669852184850,"gmtModify":1676538255596,"author":{"id":"3582157544208464","authorId":"3582157544208464","name":"tkkkkkkkkkk","avatar":"https://static.tigerbbs.com/324b8778a99b6139eca542152f970355","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582157544208464","authorIdStr":"3582157544208464"},"themes":[],"htmlText":"👌","listText":"👌","text":"👌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9962754460","repostId":"2288616938","repostType":2,"repost":{"id":"2288616938","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":1669843162,"share":"https://ttm.financial/m/news/2288616938?lang=&edition=fundamental","pubTime":"2022-12-01 05:19","market":"us","language":"en","title":"BRIEF-Starbucks Declares Quarterly Cash Dividend","url":"https://stock-news.laohu8.com/highlight/detail?id=2288616938","media":"Reuters","summary":"Nov 30 (Reuters) - Starbucks Corp   :   * STARBUCKS DECLARES QUARTERLY CASH DIVIDEND   * BOARD HAS A","content":"<html><body><p>Nov 30 (Reuters) - Starbucks Corp   :</p><p>   * STARBUCKS DECLARES QUARTERLY CASH DIVIDEND</p><p>   * BOARD HAS APPROVED QUARTERLY CASH DIVIDEND OF $0.53 PER SHARE OF OUTSTANDING COMMON STOCK</p><p>Source text for Eikon:    Further company coverage:   </p><p>((Reuters.Briefs@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>BRIEF-Starbucks Declares Quarterly Cash Dividend</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\">\nBRIEF-Starbucks Declares Quarterly Cash Dividend\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\">2022-12-01 05:19</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>Nov 30 (Reuters) - Starbucks Corp   :</p><p>   * STARBUCKS DECLARES QUARTERLY CASH DIVIDEND</p><p>   * BOARD HAS APPROVED QUARTERLY CASH DIVIDEND OF $0.53 PER SHARE OF OUTSTANDING COMMON STOCK</p><p>Source text for Eikon:    Further company coverage:   </p><p>((Reuters.Briefs@thomsonreuters.com))</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SBUX":"星巴克","BK4504":"桥水持仓","BK4585":"ETF&股票定投概念","BK4209":"餐馆","BK4535":"淡马锡持仓","LU0823411888.USD":"法巴消费创新基金 Cap"},"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":"2288616938","content_text":"Nov 30 (Reuters) - Starbucks Corp   :   * STARBUCKS DECLARES QUARTERLY CASH DIVIDEND   * BOARD HAS APPROVED QUARTERLY CASH DIVIDEND OF $0.53 PER SHARE OF OUTSTANDING COMMON STOCKSource text for Eikon:    Further company coverage:   ((Reuters.Briefs@thomsonreuters.com))","news_type":1},"isVote":1,"tweetType":1,"viewCount":160,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9962752440,"gmtCreate":1669852053880,"gmtModify":1676538255542,"author":{"id":"3582157544208464","authorId":"3582157544208464","name":"tkkkkkkkkkk","avatar":"https://static.tigerbbs.com/324b8778a99b6139eca542152f970355","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582157544208464","authorIdStr":"3582157544208464"},"themes":[],"htmlText":"👌","listText":"👌","text":"👌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9962752440","repostId":"2288612873","repostType":2,"repost":{"id":"2288612873","kind":"highlight","pubTimestamp":1669849913,"share":"https://ttm.financial/m/news/2288612873?lang=&edition=fundamental","pubTime":"2022-12-01 07:11","market":"us","language":"en","title":"Jim Cramer Stock Portfolio: 10 Recent Additions","url":"https://stock-news.laohu8.com/highlight/detail?id=2288612873","media":"Insider Monkey","summary":"In this article, we discuss 10 recent additions to Jim Cramer stock portfolio. If you want to see mo","content":"<html><body><p><span>In this article, we discuss 10 recent additions to Jim Cramer stock portfolio. If you want to see more stocks in this selection, check out </span><b>Jim Cramer Stock Portfolio: 5 Recent Additions. </b></p>\n<p><span>CNBC’s Jim Cramer said on November 15 that he believes the Federal Reserve could manage to control inflation without the economy spiraling into a recession. Some of the stocks recently backed by Jim Cramer ahead of a potential market recovery include Amazon.com, Inc. (NASDAQ:AMZN), Microsoft Corporation (NASDAQ:MSFT), and Apple Inc. (NASDAQ:AAPL). He </span><span>explained</span><span>: </span></p>\n<blockquote>\n<p><span>“If we can see the end of the purchasing spree … It's a huge positive for stocks. It helps that we’ve finally worked out the kinks in the supply chain that were creating shortages all over the place. Put it all together, and there’s a real possibility the Fed can indeed engineer a fabled soft landing for the economy.”</span></p>\n</blockquote>\n<p><span>On November 21, Cramer forecasted that the S&amp;P 500 will potentially rally next month. He referred to the market scenario where stocks climb close to the end of the year. He interpreted Larry Williams’ model of the S&amp;P 500 index’s seasonal pattern, </span><span>noting</span><span>: </span></p>\n<blockquote>\n<p><span>“Between the seasonal pattern and the short-term cycle, and also the extremely positive long-term cycle that we covered a few weeks ago, he’s seeing a lot of green lights to start buying.”</span></p>\n</blockquote>\n<p><b><i>Our Methodology </i></b></p>\n<p><span>These stocks were picked keeping in mind the latest calls that Jim Cramer made on these equities during his appearances on news platform CNBC in November 2022. </span></p>\n<img height=\"600\" src=\"https://s1.yimg.com/uu/api/res/1.2/TjHy3DJfKi0fWSOy3fApvQ--/cT03NTthcHBpZD15dmlkZW9mZWVkczs-/https://media.zenfs.com/en/insidermonkey.com/3220ccc305275bc055c7321f8585704f\" width=\"450\"/>\n<h2><b>Jim Cramer Stock Portfolio: Recent Additions</b></h2>\n<h3><b>10. <a href=\"https://laohu8.com/S/MP\">MP Materials Corp.</a> (NYSE:MP)</b></h3>\n<p><b><i>Number of Hedge Fund Holders: 36</i></b></p>\n<p><span>MP Materials Corp. (NYSE:MP) is a Las Vegas-based company that owns and operates rare earth mining and processing facilities, offering rare earth minerals including cerium, lanthanum, neodymium, praseodymium, and samarium. In Cramer’s lightning round on November 18, he </span><span>told</span><span> viewers:</span></p>\n<blockquote>\n<p><span> “It’s doing a great job, they’ve got a contract with GM ... GM’s a winner, and so is MP.”</span></p>\n</blockquote>\n<p><span> MP Materials Corp. (NYSE:MP) is one of the recent stock picks of Jim Cramer. </span></p>\n<p><span>On November 3, MP Materials Corp. (NYSE:MP) reported a Q3 non-GAAP EPS of $0.36 and a revenue of $124.45 million, outperforming Wall Street estimates by $0.06 and $6.73 million, respectively. Revenue for the period climbed approximately 25% year-over-year, supported by an increase in the realized price of rare earth oxide.</span></p>\n<p><span>Canaccord analyst George Gianarikas on September 28 maintained a Buy rating on MP Materials Corp. (NYSE:MP) but lowered the price target on the shares to $40 from $47. The analyst reduced his estimates due to weakness in NdPr prices, a trend he observed from late August. However, he justified his rating given the value creation path in stages 2 and 3 of the company's evolution and MP Materials Corp. (NYSE:MP)’s increasing strategic importance.</span></p>\n<p><span>According to Insider Monkey’s data, 36 hedge funds were bullish on MP Materials Corp. (NYSE:MP) at the end of September 2022, compared to 26 funds in the prior quarter. </span></p>\n<p><span>Like Amazon.com, Inc. (NASDAQ:AMZN), Microsoft Corporation (NASDAQ:MSFT), and Apple Inc. (NASDAQ:AAPL), MP Materials Corp. (NYSE:MP) is one of the stocks favored by Jim Cramer.  </span></p>\n<p><span>ClearBridge Investments made the following comment about MP Materials Corp. (NYSE:MP) in its Q3 2022 investor </span><span>letter</span><span>:</span></p>\n<blockquote>\n<p><span>“ClearBridge has visited and engaged with holding MP Materials Corp. (NYSE:MP), for example, a U.S. mining company with a facility that supplies neodymium and praseodymium, two rare earth minerals used to make powerful magnets found in 90% of EV motors. The facility recycles all water from its process such that recycled water meets 95% of the facility’s water needs, while the rest comes from groundwater. In the recycling process, wastewater is piped to an on-site water treatment plant where it is treated using reverse osmosis and then reused. In a recent engagement with the company, we encouraged it to disclose the groundwater extraction quantities that make up the other 5% and compare these to peers.”</span></p>\n</blockquote>\n<h3><b>9. <a href=\"https://laohu8.com/S/HWM\">Howmet Aerospace Inc.</a> (NYSE:HWM)</b></h3>\n<p><b><i>Number of Hedge Fund Holders: 46</i></b></p>\n<p><span>Howmet Aerospace Inc. (NYSE:HWM) is a Pennsylvania-based company that specializes in advanced engineered solutions for the aerospace and transportation industries worldwide. It operates through four segments – Engine Products, Fastening Systems, Engineered Structures, and Forged Wheels. The company expects 2023 revenue growth versus 2022 to be up approximately 10%. </span></p>\n<p><span>On November 21, on Mad Money’s Lightning Round, Jim Cramer backed Howmet Aerospace Inc. (NYSE:HWM), </span><span>saying</span><span>:</span></p>\n<blockquote>\n<p><span> “I think aerospace exposure is incredibly important, and Howmet will give it to you.”</span></p>\n</blockquote>\n<p><span>On October 12, Truist analyst Michael Ciarmoli downgraded Howmet Aerospace Inc. (NYSE:HWM) to Hold from Buy with a price target of $31, down from $43. Along with his Q3 preview for the sector, he is \"taking a decidedly more cautious view\" on cyclically exposed commercial aerospace and diversified equities. </span></p>\n<p><span>According to Insider Monkey’s third quarter database, 46 hedge funds were bullish on Howmet Aerospace Inc. (NYSE:HWM), compared to 39 funds in the earlier quarter. Paul Singer’s Elliott Management is the largest stakeholder of the company, with more than 36 million shares worth $1.11 billion. </span></p>\n<h3><b>8. Advanced Micro Devices, Inc. (NASDAQ:AMD)</b></h3>\n<p><b><i>Number of Hedge Fund Holders: 89</i></b></p>\n<p><span>Advanced Micro Devices, Inc. (NASDAQ:AMD) is a California-based semiconductor company operating worldwide. On November 22, the Mad Money host said:</span></p>\n<blockquote>\n<p><span> “Once the Fed relents, I’d much rather be in Big Tech, or the top cloud plays, or the better-run chipmakers like AMD and Nvidia.” </span></p>\n</blockquote>\n<p><span>Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the latest stocks backed by Cramer. </span></p>\n<p><span>On November 15, Credit Suisse analyst Chris Caso initiated coverage of Advanced Micro Devices, Inc. (NASDAQ:AMD) with an Outperform rating and a $90 price target. He expects improved server share gains and cloud market growth, the analyst wrote in a research note.</span></p>\n<p><span>Among the hedge funds tracked by Insider Monkey, 89 funds reported owning stakes worth $5 billion in Advanced Micro Devices, Inc. (NASDAQ:AMD) at the end of the third quarter of 2022, compared to 87 funds in the prior quarter worth $4.8 billion. Ken Fisher’s Fisher Asset Management held the largest stake in the company, consisting of 19.4 million shares valued at $1.2 billion. </span></p>\n<p><span>Here</span><span> is what Baron Opportunity Fund has to say about Advanced Micro Devices, Inc. (NASDAQ:AMD) in its Q2 2022 investor letter:</span></p>\n<blockquote>\n<p><span>“Advanced Micro Devices, Inc. (NASDAQ:AMD) is a global fabless semiconductor company focusing on high-performance computing technology, software, and products. AMD designs leading high-performance central and graphics processing units (known as CPUs and GPUs) and integrates them with hardware and software to build differentiated solutions for customers.</span></p>\n<p><span>AMD has been gaining meaningful share in personal computing and server end markets over the past several years driven by the performance of its processors and technology and strong execution against its technology roadmap, and we believe share gains will continue over the coming years from a combination of AMD’s continued advancements and Intel’s stumbles in developing its leading-edge technology.</span></p>\n<p><span>Additionally, the recently closed acquisitions of Xilinx and Pensando enhance AMD’s positioning within the data center, a key growth engine for the semiconductor industry, and Xilinx specifically opens up several new growth opportunities in new end markets like industrial, automotive, and communications. The company also generates significant cash flow, giving it capital allocation optionality for further M&amp;A and returning capital to shareholders.”</span></p>\n</blockquote>\n<h3><b>7. NVIDIA Corporation (NASDAQ:NVDA)</b></h3>\n<p><b><i>Number of Hedge Fund Holders: 89</i></b></p>\n<p><span>NVIDIA Corporation (NASDAQ:NVDA) is a California-based company that provides graphics, computing, semiconductors, and networking solutions in the United States, Taiwan, China, and internationally. NVIDIA Corporation (NASDAQ:NVDA) is one of the semiconductor stocks backed by Jim Cramer. Cramer’s Charitable Trust owns shares of NVIDIA Corporation (NASDAQ:NVDA). </span></p>\n<p><span>On November 17, Needham analyst Rajvindra Gill raised the price target on NVIDIA Corporation (NASDAQ:NVDA) to $200 from $155 and kept a Buy rating on the shares. The company's Q3 results were \"solid\" with data center revenue outlook somewhat higher despite soft China data center sales and accelerating H100 adoption, the analyst told investors in a research note. He added that while China is weighing on overall results, NVIDIA Corporation (NASDAQ:NVDA) is executing nicely despite these headwinds.</span></p>\n<p><span>According to Insider Monkey’s Q3 data, 89 hedge funds were long NVIDIA Corporation (NASDAQ:NVDA), compared to 84 funds in the last quarter. Philippe Laffont’s Coatue Management is a prominent stakeholder of the company, with 3.3 million shares worth $410.8 million. </span></p>\n<p><span>Vulcan Value Partners</span><span> made the following comment about NVIDIA Corporation (NASDAQ:NVDA) in its Q3 2022 investor </span><span>letter</span><span>:</span></p>\n<blockquote>\n<p><span>“We also sold NVIDIA Corporation (NASDAQ:NVDA) during the quarter to allocate capital to new purchases and to add to existing positions in the portfolio. NVIDIA is facing multiple headwinds. Data center revenue growth is slowing, gaming revenue growth is declining, and the United States has issued new export controls to China that impact NVDIA’s products. We believe NVDIA’s competitive advantages are intact, and it remains on our MVP list. In the right circumstances we would be delighted to own it in the future.”</span></p>\n</blockquote>\n<h3><b>6. The Walt Disney Company (NYSE:DIS)</b></h3>\n<p><b><i>Number of Hedge Fund Holders: 112</i></b></p>\n<p><span>The Walt Disney Company (NYSE:DIS) is one of the leading American entertainment conglomerates. On November 21, CNBC’s Jim Cramer said that he is bullish on The Walt Disney Company (NYSE:DIS) now that Bob Iger is back to the chief executive role. He further </span><span>elaborated</span><span>: </span></p>\n<blockquote>\n<p><span>“Disney’s the defining story of the day. This is a good example of how you can stick with an iconic company … and make money when they bring in a better leader. And that’s exactly what I see happening as Iger takes the helm.” </span></p>\n</blockquote>\n<p><span>Tigress Financial analyst Ivan Feinseth on November 22 maintained a Buy rating on The Walt Disney Company (NYSE:DIS) but lowered the price target on the shares to $177 from $229 given a re-rating of value due to near-term linear network pressure. Nonetheless, the analyst sees the return of former CEO Bob Iger leading the company back to creativity, and likes the ongoing release of blockbuster content, which will continue to drive growth. The Walt Disney Company (NYSE:DIS)’s robust balance sheet, cash flow, and prudent capital allocation will allow it to invest in content development, new theme park attractions, and growth initiatives, the analyst added. The Walt Disney Company (NYSE:DIS) is on his Research Focus List and Focus Opportunity Portfolio.</span></p>\n<p><span>According to Insider Monkey’s Q3 data, 112 hedge funds were bullish on The Walt Disney Company (NYSE:DIS), compared to 109 funds in the earlier quarter. Arrowstreet Capital held a prominent position in the company, with 3.5 million shares worth about $331 million. </span></p>\n<p><span>Like Amazon.com, Inc. (NASDAQ:AMZN), Microsoft Corporation (NASDAQ:MSFT), and Apple Inc. (NASDAQ:AAPL), The Walt Disney Company (NYSE:DIS) is one of the stocks recently backed by Jim Cramer. </span></p>\n<p><span>Here</span><span> is what </span><span>Third Point</span><span> specifically said about The Walt Disney Company (NYSE:DIS) in its Q3 2022 investor letter:</span></p>\n<blockquote>\n<p><span>“As disclosed in our Q2 letter, we reinitiated a significant position in The Walt Disney Company (NYSE:DIS) when the company retested its Covid lows earlier this year. At the current price, Disney is trading for little more than the stand-alone value of its Parks business and a mere 15x ’24 “street” consensus. The company remains early in its Direct to Consumer (“DTC”) transition with a leading market position, and yet the current stock price ascribes negligible value to the streaming business. We believe this is due to questions around the terminal economics of streaming, given large losses being generated today at Disney (&gt;$1 billion dollars last quarter) and stagnating margins at peers such as Netflix. On the last earnings call, management highlighted three items that could lead to an inflection in DTC profitability over the next 12 months: a 38% price increase for Disney+ in the US; moderating growth in cash content expense; and an advertising tier for Disney+ launching in two months that can drive additional ARPU given high demand for the Disney brand amongst advertisers.</span></p>\n<p><span>While the company has guided Disney+ achieving breakeven sometime within the fiscal year ending September 2024, the valuation suggests the market remains skeptical. Disney only trades at ~14x the $7 in earnings generated prior to the Fox acquisition, which implies investors don’t expect earnings to meaningfully exceed this figure in the coming years. Hence, the first value driver we highlighted in our last letter is the opportunity for management to optimize Disney’s cost base to drive earnings growth. We believe Disney has ample means to rationalize costs across its operating platform and deliver targeted content for home viewing that does not entail the same cost structure of exclusive theatrical releases…” (</span><span>Click here to view the full text</span><span>)</span></p>\n</blockquote>     \n<p><strong>Click to continue reading and see Jim Cramer Stock Portfolio: 5 Recent Additions. </strong></p>   Suggested articles: \n<ul>\n<li><span>15 Most Valuable Telecom Companies in the World</span></li>\n<li><span>11 Best Gas Stocks To Buy</span></li>\n<li><span>10 Best 5% Dividend Stocks To Buy</span></li>\n</ul>   Disclosure: None. \n<strong>Jim Cramer Stock Portfolio: 10 Recent Additions </strong>is originally published on Insider Monkey.</body></html>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Jim Cramer Stock Portfolio: 10 Recent Additions</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\">\nJim Cramer Stock Portfolio: 10 Recent Additions\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-01 07:11 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/jim-cramer-stock-portfolio-10-231153747.html><strong>Insider Monkey</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In this article, we discuss 10 recent additions to Jim Cramer stock portfolio. If you want to see more stocks in this selection, check out Jim Cramer Stock Portfolio: 5 Recent Additions. \nCNBC’s Jim ...</p>\n\n<a href=\"https://finance.yahoo.com/news/jim-cramer-stock-portfolio-10-231153747.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://s.yimg.com/uu/api/res/1.2/SfZPWep9HYIgjW6rnuXWKw--~B/aD02MDA7dz00NTA7YXBwaWQ9eXRhY2h5b24-/https://media.zenfs.com/en/insidermonkey.com/3220ccc305275bc055c7321f8585704f","relate_stocks":{"BK4561":"索罗斯持仓","LU0109391861.USD":"富兰克林美国机遇基金A Acc","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0312595415.SGD":"Schroder ISF Global Climate Change Equity A Acc SGD","BK4576":"AR","BK4007":"制药","SQQQ":"纳指三倍做空ETF","BK4524":"宅经济概念","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","BK4551":"寇图资本持仓","BK4579":"人工智能","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","AMZN":"亚马逊","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","BOLT":"Bolt Biotherapeutics, Inc.","HWM":"Howmet Aerospace Inc.","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","AAPL":"苹果","NVDA":"英伟达","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","MSFT":"微软","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","LU0444971666.USD":"天利全球科技基金","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","TQQQ":"纳指三倍做多ETF","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU0056508442.USD":"贝莱德世界科技基金A2","LU0149725797.USD":"汇丰美国股市经济规模基金","BK4566":"资本集团","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","BK4554":"元宇宙及AR概念","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","BK4170":"电脑硬件、储存设备及电脑周边","AMD":"美国超微公司","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD)   INC","DIS":"迪士尼","LU0029864427.USD":"TEMPLETON GLOBAL \"A\" (USD) INC","MP":"MP Materials Corp.","BK4168":"多种金属与采矿"},"source_url":"https://finance.yahoo.com/news/jim-cramer-stock-portfolio-10-231153747.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2288612873","content_text":"In this article, we discuss 10 recent additions to Jim Cramer stock portfolio. If you want to see more stocks in this selection, check out Jim Cramer Stock Portfolio: 5 Recent Additions. \nCNBC’s Jim Cramer said on November 15 that he believes the Federal Reserve could manage to control inflation without the economy spiraling into a recession. Some of the stocks recently backed by Jim Cramer ahead of a potential market recovery include Amazon.com, Inc. (NASDAQ:AMZN), Microsoft Corporation (NASDAQ:MSFT), and Apple Inc. (NASDAQ:AAPL). He explained: \n\n“If we can see the end of the purchasing spree … It's a huge positive for stocks. It helps that we’ve finally worked out the kinks in the supply chain that were creating shortages all over the place. Put it all together, and there’s a real possibility the Fed can indeed engineer a fabled soft landing for the economy.”\n\nOn November 21, Cramer forecasted that the S&P 500 will potentially rally next month. He referred to the market scenario where stocks climb close to the end of the year. He interpreted Larry Williams’ model of the S&P 500 index’s seasonal pattern, noting: \n\n“Between the seasonal pattern and the short-term cycle, and also the extremely positive long-term cycle that we covered a few weeks ago, he’s seeing a lot of green lights to start buying.”\n\nOur Methodology \nThese stocks were picked keeping in mind the latest calls that Jim Cramer made on these equities during his appearances on news platform CNBC in November 2022. \n\nJim Cramer Stock Portfolio: Recent Additions\n10. MP Materials Corp. (NYSE:MP)\nNumber of Hedge Fund Holders: 36\nMP Materials Corp. (NYSE:MP) is a Las Vegas-based company that owns and operates rare earth mining and processing facilities, offering rare earth minerals including cerium, lanthanum, neodymium, praseodymium, and samarium. In Cramer’s lightning round on November 18, he told viewers:\n\n “It’s doing a great job, they’ve got a contract with GM ... GM’s a winner, and so is MP.”\n\n MP Materials Corp. (NYSE:MP) is one of the recent stock picks of Jim Cramer. \nOn November 3, MP Materials Corp. (NYSE:MP) reported a Q3 non-GAAP EPS of $0.36 and a revenue of $124.45 million, outperforming Wall Street estimates by $0.06 and $6.73 million, respectively. Revenue for the period climbed approximately 25% year-over-year, supported by an increase in the realized price of rare earth oxide.\nCanaccord analyst George Gianarikas on September 28 maintained a Buy rating on MP Materials Corp. (NYSE:MP) but lowered the price target on the shares to $40 from $47. The analyst reduced his estimates due to weakness in NdPr prices, a trend he observed from late August. However, he justified his rating given the value creation path in stages 2 and 3 of the company's evolution and MP Materials Corp. (NYSE:MP)’s increasing strategic importance.\nAccording to Insider Monkey’s data, 36 hedge funds were bullish on MP Materials Corp. (NYSE:MP) at the end of September 2022, compared to 26 funds in the prior quarter. \nLike Amazon.com, Inc. (NASDAQ:AMZN), Microsoft Corporation (NASDAQ:MSFT), and Apple Inc. (NASDAQ:AAPL), MP Materials Corp. (NYSE:MP) is one of the stocks favored by Jim Cramer.  \nClearBridge Investments made the following comment about MP Materials Corp. (NYSE:MP) in its Q3 2022 investor letter:\n\n“ClearBridge has visited and engaged with holding MP Materials Corp. (NYSE:MP), for example, a U.S. mining company with a facility that supplies neodymium and praseodymium, two rare earth minerals used to make powerful magnets found in 90% of EV motors. The facility recycles all water from its process such that recycled water meets 95% of the facility’s water needs, while the rest comes from groundwater. In the recycling process, wastewater is piped to an on-site water treatment plant where it is treated using reverse osmosis and then reused. In a recent engagement with the company, we encouraged it to disclose the groundwater extraction quantities that make up the other 5% and compare these to peers.”\n\n9. Howmet Aerospace Inc. (NYSE:HWM)\nNumber of Hedge Fund Holders: 46\nHowmet Aerospace Inc. (NYSE:HWM) is a Pennsylvania-based company that specializes in advanced engineered solutions for the aerospace and transportation industries worldwide. It operates through four segments – Engine Products, Fastening Systems, Engineered Structures, and Forged Wheels. The company expects 2023 revenue growth versus 2022 to be up approximately 10%. \nOn November 21, on Mad Money’s Lightning Round, Jim Cramer backed Howmet Aerospace Inc. (NYSE:HWM), saying:\n\n “I think aerospace exposure is incredibly important, and Howmet will give it to you.”\n\nOn October 12, Truist analyst Michael Ciarmoli downgraded Howmet Aerospace Inc. (NYSE:HWM) to Hold from Buy with a price target of $31, down from $43. Along with his Q3 preview for the sector, he is \"taking a decidedly more cautious view\" on cyclically exposed commercial aerospace and diversified equities. \nAccording to Insider Monkey’s third quarter database, 46 hedge funds were bullish on Howmet Aerospace Inc. (NYSE:HWM), compared to 39 funds in the earlier quarter. Paul Singer’s Elliott Management is the largest stakeholder of the company, with more than 36 million shares worth $1.11 billion. \n8. Advanced Micro Devices, Inc. (NASDAQ:AMD)\nNumber of Hedge Fund Holders: 89\nAdvanced Micro Devices, Inc. (NASDAQ:AMD) is a California-based semiconductor company operating worldwide. On November 22, the Mad Money host said:\n\n “Once the Fed relents, I’d much rather be in Big Tech, or the top cloud plays, or the better-run chipmakers like AMD and Nvidia.” \n\nAdvanced Micro Devices, Inc. (NASDAQ:AMD) is one of the latest stocks backed by Cramer. \nOn November 15, Credit Suisse analyst Chris Caso initiated coverage of Advanced Micro Devices, Inc. (NASDAQ:AMD) with an Outperform rating and a $90 price target. He expects improved server share gains and cloud market growth, the analyst wrote in a research note.\nAmong the hedge funds tracked by Insider Monkey, 89 funds reported owning stakes worth $5 billion in Advanced Micro Devices, Inc. (NASDAQ:AMD) at the end of the third quarter of 2022, compared to 87 funds in the prior quarter worth $4.8 billion. Ken Fisher’s Fisher Asset Management held the largest stake in the company, consisting of 19.4 million shares valued at $1.2 billion. \nHere is what Baron Opportunity Fund has to say about Advanced Micro Devices, Inc. (NASDAQ:AMD) in its Q2 2022 investor letter:\n\n“Advanced Micro Devices, Inc. (NASDAQ:AMD) is a global fabless semiconductor company focusing on high-performance computing technology, software, and products. AMD designs leading high-performance central and graphics processing units (known as CPUs and GPUs) and integrates them with hardware and software to build differentiated solutions for customers.\nAMD has been gaining meaningful share in personal computing and server end markets over the past several years driven by the performance of its processors and technology and strong execution against its technology roadmap, and we believe share gains will continue over the coming years from a combination of AMD’s continued advancements and Intel’s stumbles in developing its leading-edge technology.\nAdditionally, the recently closed acquisitions of Xilinx and Pensando enhance AMD’s positioning within the data center, a key growth engine for the semiconductor industry, and Xilinx specifically opens up several new growth opportunities in new end markets like industrial, automotive, and communications. The company also generates significant cash flow, giving it capital allocation optionality for further M&A and returning capital to shareholders.”\n\n7. NVIDIA Corporation (NASDAQ:NVDA)\nNumber of Hedge Fund Holders: 89\nNVIDIA Corporation (NASDAQ:NVDA) is a California-based company that provides graphics, computing, semiconductors, and networking solutions in the United States, Taiwan, China, and internationally. NVIDIA Corporation (NASDAQ:NVDA) is one of the semiconductor stocks backed by Jim Cramer. Cramer’s Charitable Trust owns shares of NVIDIA Corporation (NASDAQ:NVDA). \nOn November 17, Needham analyst Rajvindra Gill raised the price target on NVIDIA Corporation (NASDAQ:NVDA) to $200 from $155 and kept a Buy rating on the shares. The company's Q3 results were \"solid\" with data center revenue outlook somewhat higher despite soft China data center sales and accelerating H100 adoption, the analyst told investors in a research note. He added that while China is weighing on overall results, NVIDIA Corporation (NASDAQ:NVDA) is executing nicely despite these headwinds.\nAccording to Insider Monkey’s Q3 data, 89 hedge funds were long NVIDIA Corporation (NASDAQ:NVDA), compared to 84 funds in the last quarter. Philippe Laffont’s Coatue Management is a prominent stakeholder of the company, with 3.3 million shares worth $410.8 million. \nVulcan Value Partners made the following comment about NVIDIA Corporation (NASDAQ:NVDA) in its Q3 2022 investor letter:\n\n“We also sold NVIDIA Corporation (NASDAQ:NVDA) during the quarter to allocate capital to new purchases and to add to existing positions in the portfolio. NVIDIA is facing multiple headwinds. Data center revenue growth is slowing, gaming revenue growth is declining, and the United States has issued new export controls to China that impact NVDIA’s products. We believe NVDIA’s competitive advantages are intact, and it remains on our MVP list. In the right circumstances we would be delighted to own it in the future.”\n\n6. The Walt Disney Company (NYSE:DIS)\nNumber of Hedge Fund Holders: 112\nThe Walt Disney Company (NYSE:DIS) is one of the leading American entertainment conglomerates. On November 21, CNBC’s Jim Cramer said that he is bullish on The Walt Disney Company (NYSE:DIS) now that Bob Iger is back to the chief executive role. He further elaborated: \n\n“Disney’s the defining story of the day. This is a good example of how you can stick with an iconic company … and make money when they bring in a better leader. And that’s exactly what I see happening as Iger takes the helm.” \n\nTigress Financial analyst Ivan Feinseth on November 22 maintained a Buy rating on The Walt Disney Company (NYSE:DIS) but lowered the price target on the shares to $177 from $229 given a re-rating of value due to near-term linear network pressure. Nonetheless, the analyst sees the return of former CEO Bob Iger leading the company back to creativity, and likes the ongoing release of blockbuster content, which will continue to drive growth. The Walt Disney Company (NYSE:DIS)’s robust balance sheet, cash flow, and prudent capital allocation will allow it to invest in content development, new theme park attractions, and growth initiatives, the analyst added. The Walt Disney Company (NYSE:DIS) is on his Research Focus List and Focus Opportunity Portfolio.\nAccording to Insider Monkey’s Q3 data, 112 hedge funds were bullish on The Walt Disney Company (NYSE:DIS), compared to 109 funds in the earlier quarter. Arrowstreet Capital held a prominent position in the company, with 3.5 million shares worth about $331 million. \nLike Amazon.com, Inc. (NASDAQ:AMZN), Microsoft Corporation (NASDAQ:MSFT), and Apple Inc. (NASDAQ:AAPL), The Walt Disney Company (NYSE:DIS) is one of the stocks recently backed by Jim Cramer. \nHere is what Third Point specifically said about The Walt Disney Company (NYSE:DIS) in its Q3 2022 investor letter:\n\n“As disclosed in our Q2 letter, we reinitiated a significant position in The Walt Disney Company (NYSE:DIS) when the company retested its Covid lows earlier this year. At the current price, Disney is trading for little more than the stand-alone value of its Parks business and a mere 15x ’24 “street” consensus. The company remains early in its Direct to Consumer (“DTC”) transition with a leading market position, and yet the current stock price ascribes negligible value to the streaming business. We believe this is due to questions around the terminal economics of streaming, given large losses being generated today at Disney (>$1 billion dollars last quarter) and stagnating margins at peers such as Netflix. On the last earnings call, management highlighted three items that could lead to an inflection in DTC profitability over the next 12 months: a 38% price increase for Disney+ in the US; moderating growth in cash content expense; and an advertising tier for Disney+ launching in two months that can drive additional ARPU given high demand for the Disney brand amongst advertisers.\nWhile the company has guided Disney+ achieving breakeven sometime within the fiscal year ending September 2024, the valuation suggests the market remains skeptical. Disney only trades at ~14x the $7 in earnings generated prior to the Fox acquisition, which implies investors don’t expect earnings to meaningfully exceed this figure in the coming years. Hence, the first value driver we highlighted in our last letter is the opportunity for management to optimize Disney’s cost base to drive earnings growth. We believe Disney has ample means to rationalize costs across its operating platform and deliver targeted content for home viewing that does not entail the same cost structure of exclusive theatrical releases…” (Click here to view the full text)\n     \nClick to continue reading and see Jim Cramer Stock Portfolio: 5 Recent Additions.    Suggested articles: \n\n15 Most Valuable Telecom Companies in the World\n11 Best Gas Stocks To Buy\n10 Best 5% Dividend Stocks To Buy\n   Disclosure: None. \nJim Cramer Stock Portfolio: 10 Recent Additions is originally published on Insider Monkey.","news_type":1},"isVote":1,"tweetType":1,"viewCount":127,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9966311919,"gmtCreate":1669419360032,"gmtModify":1676538194341,"author":{"id":"3582157544208464","authorId":"3582157544208464","name":"tkkkkkkkkkk","avatar":"https://static.tigerbbs.com/324b8778a99b6139eca542152f970355","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582157544208464","authorIdStr":"3582157544208464"},"themes":[],"htmlText":"👌","listText":"👌","text":"👌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9966311919","repostId":"2286311772","repostType":2,"repost":{"id":"2286311772","kind":"highlight","pubTimestamp":1669402800,"share":"https://ttm.financial/m/news/2286311772?lang=&edition=fundamental","pubTime":"2022-11-26 03:00","market":"hk","language":"en","title":"Bullish developers build offices on city fringe","url":"https://stock-news.laohu8.com/highlight/detail?id=2286311772","media":"The Sydney Morning Herald","summary":"City fringe developers are moving ahead with Melbourne projects as tenants re-cast the interiors of ","content":"<html><body><div><p>City fringe developers are moving ahead with Melbourne projects as tenants re-cast the interiors of their offices to cater for returning workers.</p><p>Private developer Vicland will begin construction some time next year on a $500 million, 10-storey tower at 31-53 Cremorne Street after gaining a planning permit two weeks ago for a 17,000 square metre office.</p><figure><div aria-label=\"enlarge image\" role=\"button\" tabindex=\"0\"><picture><source height=\"494\" media=\"(min-width: 1024px)\" srcset=\"https://static.ffx.io/images/$zoom_0.105%2C$multiply_0.9788%2C$ratio_1.5%2C$width_756%2C$x_7%2C$y_0/t_crop_custom/q_86%2Cf_auto/fc1d54aa8bfaa911043b6a40066f59d6344bcef2, https://static.ffx.io/images/$zoom_0.105%2C$multiply_1.9577%2C$ratio_1.5%2C$width_756%2C$x_7%2C$y_0/t_crop_custom/q_62%2Cf_auto/fc1d54aa8bfaa911043b6a40066f59d6344bcef2 2x\" width=\"740\"/><source height=\"512\" media=\"(min-width: 768px)\" srcset=\"https://static.ffx.io/images/$zoom_0.105%2C$multiply_1.0159%2C$ratio_1.5%2C$width_756%2C$x_7%2C$y_0/t_crop_custom/q_86%2Cf_auto/fc1d54aa8bfaa911043b6a40066f59d6344bcef2, https://static.ffx.io/images/$zoom_0.105%2C$multiply_2.0317%2C$ratio_1.5%2C$width_756%2C$x_7%2C$y_0/t_crop_custom/q_62%2Cf_auto/fc1d54aa8bfaa911043b6a40066f59d6344bcef2 2x\" width=\"768\"/><img height=\"390\" src=\"https://static.ffx.io/images/$zoom_0.105%2C$multiply_0.7725%2C$ratio_1.5%2C$width_756%2C$x_7%2C$y_0/t_crop_custom/q_86%2Cf_auto/fc1d54aa8bfaa911043b6a40066f59d6344bcef2\" srcset=\"https://static.ffx.io/images/$zoom_0.105%2C$multiply_0.7725%2C$ratio_1.5%2C$width_756%2C$x_7%2C$y_0/t_crop_custom/q_86%2Cf_auto/fc1d54aa8bfaa911043b6a40066f59d6344bcef2, https://static.ffx.io/images/$zoom_0.105%2C$multiply_1.545%2C$ratio_1.5%2C$width_756%2C$x_7%2C$y_0/t_crop_custom/q_62%2Cf_auto/fc1d54aa8bfaa911043b6a40066f59d6344bcef2 2x\" width=\"584\"/></picture></div><figcaption><p><span>Curtis York’s five level office in Prahran. It’s next project is in Cremorne.</span><cite><span>Credit:</span> </cite></p></figcaption></figure><p>The developer, headed by Bill McNee, purchased the 3538 sq m block from Blazer Clothing founder Peter Murray for $53.5 million in 2021.</p><p>It will be Vicland’s third city fringe office in as many years. The firm is close to completing another sizeable mixed-use project, a 13,500 sq m high-end office and retail building, St Germain, in Toorak worth about $300 million.</p></div><div><p>Meanwhile, boutique developer Curtis York is also set to launch a Cremorne project at 19 Cubitt Street, but on a smaller scale. It, too, is finishing up another city fringe project, leasing a five-storey $11 million commercial office at 390 Malvern Road in Prahran where it secured tenants Monark Property Partners, design agency Binyan Studio and tech firm mod.io.</p><p>Colliers’ Rob Joyes, who is managing the leasing of Vicland’s new building, said vacancy in Cremorne peaked earlier this year at around 15 per cent and has now started to slide.</p><div><div></div></div><p>Rising construction costs are delaying some projects. “That puts pressure on vacancy which is declining quite rapidly,” Joyes said.</p><p>“It’s a two-tiered market. A-grade is firing and B-grade is challenged. Tenants want to dial up the quality of their office, but they’re also giving a bit of space back.”</p></div><div><p>Joyes said new office fitouts have inverted from the pre-pandemic norm in which 60 per cent of space was taken up by workstations and 40 per cent dedicated to ‘breakout’ or meeting spaces. Now companies are devoting at least 60 per cent of layout space to collaborative team building areas, he said.</p><p>Cremorne, a tiny inner-fringe suburb stacked with old brick warehouses and fresh new offices, is a magnet for technology and creative companies and has avoided the plague of empty offices facing Melbourne’s CBD landlords.</p><p>Colliers’ associate research director Jodi Birch said six monthly net absorptions, the increase in occupied space (or demand) was around 61,000 sq m over the past two six-monthly periods, a figure much higher than Melbourne’s CBD.</p><p>“It’s a great sign for this market, with vacancy dropping back over the year,” she said.</p><p>Other developers have also had leasing success. Salta and <a href=\"https://laohu8.com/S/ABPPF\">Abacus Property Group</a>’s Industry Lanes project at 459 Church Street has attracted multiple new tenants, including pharmaceutical firm Arrotex, advertising brand M&amp;C Saatchi and pub landlord Endeavour Group, Joyce said.</p></div><div><div><span><span></span><span>Loading</span></span></div><p>Average net face rents are between $620 and $640 per sq m for premium buildings.</p><p>Vicland’s development director Jake Steinhart said several CBD-based firms had moved to its Toorak project, giving it confidence in the strength of leasing demand.</p><p>“It’s hard to find a site of this size so close to Richmond train station. It’s probably the best development site I’ve come across in the area,” Steinhart said about the new Cremorne project, which will have floor plates ranging between 700 and 2500 sq m.</p><p>Curtis York co-founder James Way said small businesses are hunting for floor plates between 200 and 300 sq m.</p></div><div><p>“We’ve noticed there’s real depth at that end of the market,” he said. “We don’t think our space in the market is oversupplied or saturated.”</p><p>Both its new $17 million six-storey building in Cubitt Street and its Prahran office are speculatively built, with no pre-commitments from tenants.</p><p>Prahran rents were about $580 per sq m, while inquiry for Cremorne is around $650 to $700 a sq m, he said.</p><p>Managing rising construction costs and debt is a priority. “You have to have your eyes wide open. There are some challenges out there,” he said.</p><p>Both developers intend to hold on their projects when they are complete.</p></div><div><p><b><i>The Business Briefing newsletter delivers major stories, exclusive coverage and expert opinion.</i></b> <b><i>Sign up to get it every weekday morning</i></b><b><i>.</i></b></p></div></body></html>","source":"smh_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>Bullish developers build offices on city fringe</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\">\nBullish developers build offices on city fringe\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-26 03:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.smh.com.au/business/workplace/bullish-developers-build-offices-on-city-fringe-20221124-p5c11l.html><strong>The Sydney Morning Herald</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>City fringe developers are moving ahead with Melbourne projects as tenants re-cast the interiors of their offices to cater for returning workers.Private developer Vicland will begin construction some ...</p>\n\n<a href=\"https://www.smh.com.au/business/workplace/bullish-developers-build-offices-on-city-fringe-20221124-p5c11l.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","BK4097":"系统软件","BK4581":"高盛持仓","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","MSFT":"微软","BK4504":"桥水持仓","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","BK4548":"巴美列捷福持仓","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","BK4516":"特朗普概念","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","BK4554":"元宇宙及AR概念","ACB":"奥罗拉大麻公司","BK4532":"文艺复兴科技持仓","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","LU0238689110.USD":"贝莱德环球动力股票基金","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","BK4567":"ESG概念","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0072462426.USD":"贝莱德全球配置 A2","BK4576":"AR","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU0079474960.USD":"联博美国增长基金A","LU0312595415.SGD":"Schroder ISF Global Climate Change Equity A Acc SGD","BK4566":"资本集团","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4535":"淡马锡持仓","LU0061474960.USD":"天利环球焦点基金AU Acc","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","BK4577":"网络游戏","BK4527":"明星科技股","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4550":"红杉资本持仓","BK4503":"景林资产持仓","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)"},"source_url":"https://www.smh.com.au/business/workplace/bullish-developers-build-offices-on-city-fringe-20221124-p5c11l.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2286311772","content_text":"City fringe developers are moving ahead with Melbourne projects as tenants re-cast the interiors of their offices to cater for returning workers.Private developer Vicland will begin construction some time next year on a $500 million, 10-storey tower at 31-53 Cremorne Street after gaining a planning permit two weeks ago for a 17,000 square metre office.Curtis York’s five level office in Prahran. It’s next project is in Cremorne.Credit: The developer, headed by Bill McNee, purchased the 3538 sq m block from Blazer Clothing founder Peter Murray for $53.5 million in 2021.It will be Vicland’s third city fringe office in as many years. The firm is close to completing another sizeable mixed-use project, a 13,500 sq m high-end office and retail building, St Germain, in Toorak worth about $300 million.Meanwhile, boutique developer Curtis York is also set to launch a Cremorne project at 19 Cubitt Street, but on a smaller scale. It, too, is finishing up another city fringe project, leasing a five-storey $11 million commercial office at 390 Malvern Road in Prahran where it secured tenants Monark Property Partners, design agency Binyan Studio and tech firm mod.io.Colliers’ Rob Joyes, who is managing the leasing of Vicland’s new building, said vacancy in Cremorne peaked earlier this year at around 15 per cent and has now started to slide.Rising construction costs are delaying some projects. “That puts pressure on vacancy which is declining quite rapidly,” Joyes said.“It’s a two-tiered market. A-grade is firing and B-grade is challenged. Tenants want to dial up the quality of their office, but they’re also giving a bit of space back.”Joyes said new office fitouts have inverted from the pre-pandemic norm in which 60 per cent of space was taken up by workstations and 40 per cent dedicated to ‘breakout’ or meeting spaces. Now companies are devoting at least 60 per cent of layout space to collaborative team building areas, he said.Cremorne, a tiny inner-fringe suburb stacked with old brick warehouses and fresh new offices, is a magnet for technology and creative companies and has avoided the plague of empty offices facing Melbourne’s CBD landlords.Colliers’ associate research director Jodi Birch said six monthly net absorptions, the increase in occupied space (or demand) was around 61,000 sq m over the past two six-monthly periods, a figure much higher than Melbourne’s CBD.“It’s a great sign for this market, with vacancy dropping back over the year,” she said.Other developers have also had leasing success. Salta and Abacus Property Group’s Industry Lanes project at 459 Church Street has attracted multiple new tenants, including pharmaceutical firm Arrotex, advertising brand M&C Saatchi and pub landlord Endeavour Group, Joyce said.LoadingAverage net face rents are between $620 and $640 per sq m for premium buildings.Vicland’s development director Jake Steinhart said several CBD-based firms had moved to its Toorak project, giving it confidence in the strength of leasing demand.“It’s hard to find a site of this size so close to Richmond train station. It’s probably the best development site I’ve come across in the area,” Steinhart said about the new Cremorne project, which will have floor plates ranging between 700 and 2500 sq m.Curtis York co-founder James Way said small businesses are hunting for floor plates between 200 and 300 sq m.“We’ve noticed there’s real depth at that end of the market,” he said. “We don’t think our space in the market is oversupplied or saturated.”Both its new $17 million six-storey building in Cubitt Street and its Prahran office are speculatively built, with no pre-commitments from tenants.Prahran rents were about $580 per sq m, while inquiry for Cremorne is around $650 to $700 a sq m, he said.Managing rising construction costs and debt is a priority. “You have to have your eyes wide open. There are some challenges out there,” he said.Both developers intend to hold on their projects when they are complete.The Business Briefing newsletter delivers major stories, exclusive coverage and expert opinion. Sign up to get it every weekday morning.","news_type":1},"isVote":1,"tweetType":1,"viewCount":159,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9989731315,"gmtCreate":1666079488037,"gmtModify":1676537702635,"author":{"id":"3582157544208464","authorId":"3582157544208464","name":"tkkkkkkkkkk","avatar":"https://static.tigerbbs.com/324b8778a99b6139eca542152f970355","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582157544208464","authorIdStr":"3582157544208464"},"themes":[],"htmlText":"Better stocks to buy.&nbsp;","listText":"Better stocks to buy.&nbsp;","text":"Better stocks to buy.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9989731315","repostId":"2276136440","repostType":4,"repost":{"id":"2276136440","kind":"highlight","pubTimestamp":1666075758,"share":"https://ttm.financial/m/news/2276136440?lang=&edition=fundamental","pubTime":"2022-10-18 14:49","market":"us","language":"en","title":"3 Reasons to Buy Sea Limited Stock, and 3 Reasons to Sell","url":"https://stock-news.laohu8.com/highlight/detail?id=2276136440","media":"Motley Fool","summary":"Can this former high-flying tech stock grow back its wings?","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/SE\">Sea Limited</a>&#39;s stock plummeted nearly 80% this year and surrendered all of its gains from the past two and half a years. The Singapore-based e-commerce, fintech, and gaming giant lost its luster as its top line growth cooled off and its losses widened. Rising interest rates exacerbated the pain by broadly crushing higher-growth tech stocks.</p><p>But even after that painful drawdown, Sea&#39;s stock still remains about 240% above its IPO price of $15 from five years ago. Let&#39;s review the three reasons to buy Sea&#39;s stock -- along with three reasons to sell it -- to see where it might be headed.</p><h2>First reason to buy: Shopee&#39;s growth potential</h2><p>Sea generated 59% of its revenues from Shopee, the leading e-commerce platform in Southeast Asia and Taiwan, in its latest quarter. Shopee&#39;s revenue surged 160% in 2020, driven by a spike in online purchases during the pandemic, and grew 136% in 2021. In 2022, it revenue rose 64% year over year in the first quarter and 51% in the second quarter. Its growth is gradually cooling off, but it&#39;s still growing a lot faster than most other major e-commerce companies.</p><p>Shopee scaled back its overseas expansion over the past year, but its core Southeast Asian market still has plenty of room to grow. IDC Financial Insights expects the region&#39;s number of e-commerce users to rise from 222 million in 2020 to 411 million in 2025. Bain &amp; Company believes the GMV (gross merchandise volume, or the value of all goods sold) across the Southeast Asian e-commerce market will nearly double from $120 billion in 2021 to $234 billion in 2025. Those rosy forecasts suggest Shopee can easily generate high double-digit sales growth for the foreseeable future.</p><h2>Second reason to buy: SeaMoney&#39;s growth potential</h2><p>Sea generated another 9% of its revenue from its digital financial services (DFS) segment, which houses its SeaMoney digital wallet and other fintech services, in its latest quarter. It started disclosing the segment&#39;s revenues separately in 2021, when its revenue skyrocketed 711%.</p><p>Its DFS revenue rose 360% year over year in the first quarter of 2022, then grew another 214% in the second quarter. SeaMoney ended the second quarter with 52.7 million quarterly active users across all its services, which represented 53% growth from the previous year. That growth makes it a promising play on the expansion of Southeast Asia&#39;s digital wallet market, which IDC believes will grow from 154 million users in 2020 to 404 million users by 2025.</p><h2>Third reason to buy: Its valuation</h2><p>Sea&#39;s total revenue rose 101% in 2020 and 128% in 2021, and analysts expect its top line to grow at a CAGR (compound annual growth rate) of 24% from 2021 to 2024 -- which implies its annual revenue will nearly double.</p><p>Yet Sea&#39;s stock still trades at less than two times this year&#39;s sales, which makes it more comparable to a struggling brick-and-mortar retailer like <b>GameStop</b> instead of a high-growth e-commerce company. Therefore, it could easily double or triple from these levels if it finally impresses the market again.</p><h2>First reason to sell: Garena&#39;s slowdown</h2><p>Sea generated 31% of its revenue from the digital entertainment division, which houses its gaming unit Garena, in its latest quarter. Garena generates most of its growth from its battle royale game <i>Free Fire</i>, which was launched back in 2017.</p><p>Garena&#39;s bookings soared 80% in 2020 as more people played <i>Free Fire </i>throughout the pandemic, then increased 44% in 2021. But its bookings declined sharply in the first half of 2022 as those pandemic-induced headwinds faded away. The game was also abruptly banned in India, one of its fastest-growing markets, earlier this year.</p><h2>Second reason to sell: Its ongoing losses</h2><p>Garena&#39;s slowdown is troubling because it&#39;s the only one of Sea&#39;s three main businesses units that generates a positive adjusted EBITDA (earnings before interest, taxes, depreciation, and amortization). Shopee is still racking up losses as it tries to attract shoppers with discounts and shipping subsidies, and it&#39;s also operating SeaMoney at a loss to lock in more users.</p><p>The bulls initially believed Sea could offset those losses with Garena&#39;s profits, but that thesis is quickly collapsing as <i>Free Fire&#39;s</i> growth stalls out. That&#39;s why analysts expect Sea to remain unprofitable for the foreseeable future.</p><h2>Third reason to sell: Rising interest rates</h2><p>Sea&#39;s lack of profits will make it an unappealing investment as long as interest rates continue to rise. It was still sitting on $6.5 billion in cash and equivalents at the end of the second quarter, thanks to a big debt and stock sale last year, but it could struggle to raise more funds at favorable rates in this challenging market.</p><h2>Do its strengths outweigh its weaknesses?</h2><p>I own some shares of Sea, and I believe its low price-to-sales ratio could limit its downside potential. But I also don&#39;t think it will stage a meaningful recovery until it revives Garena and narrows its losses. Sea might still generate multibagger gains over the long term as the Southeast Asian e-commerce and fintech markets expand, but its stock will remain out of favor until interest rates stabilize and the bulls rush back toward the riskier growth plays.</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 Reasons to Buy Sea Limited Stock, and 3 Reasons to Sell</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 Reasons to Buy Sea Limited Stock, and 3 Reasons to Sell\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-18 14:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/10/17/3-reasons-to-buy-sea-limited-stock-3-sell/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Sea Limited's stock plummeted nearly 80% this year and surrendered all of its gains from the past two and half a years. The Singapore-based e-commerce, fintech, and gaming giant lost its luster as its...</p>\n\n<a href=\"https://www.fool.com/investing/2022/10/17/3-reasons-to-buy-sea-limited-stock-3-sell/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"source_url":"https://www.fool.com/investing/2022/10/17/3-reasons-to-buy-sea-limited-stock-3-sell/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2276136440","content_text":"Sea Limited's stock plummeted nearly 80% this year and surrendered all of its gains from the past two and half a years. The Singapore-based e-commerce, fintech, and gaming giant lost its luster as its top line growth cooled off and its losses widened. Rising interest rates exacerbated the pain by broadly crushing higher-growth tech stocks.But even after that painful drawdown, Sea's stock still remains about 240% above its IPO price of $15 from five years ago. Let's review the three reasons to buy Sea's stock -- along with three reasons to sell it -- to see where it might be headed.First reason to buy: Shopee's growth potentialSea generated 59% of its revenues from Shopee, the leading e-commerce platform in Southeast Asia and Taiwan, in its latest quarter. Shopee's revenue surged 160% in 2020, driven by a spike in online purchases during the pandemic, and grew 136% in 2021. In 2022, it revenue rose 64% year over year in the first quarter and 51% in the second quarter. Its growth is gradually cooling off, but it's still growing a lot faster than most other major e-commerce companies.Shopee scaled back its overseas expansion over the past year, but its core Southeast Asian market still has plenty of room to grow. IDC Financial Insights expects the region's number of e-commerce users to rise from 222 million in 2020 to 411 million in 2025. Bain & Company believes the GMV (gross merchandise volume, or the value of all goods sold) across the Southeast Asian e-commerce market will nearly double from $120 billion in 2021 to $234 billion in 2025. Those rosy forecasts suggest Shopee can easily generate high double-digit sales growth for the foreseeable future.Second reason to buy: SeaMoney's growth potentialSea generated another 9% of its revenue from its digital financial services (DFS) segment, which houses its SeaMoney digital wallet and other fintech services, in its latest quarter. It started disclosing the segment's revenues separately in 2021, when its revenue skyrocketed 711%.Its DFS revenue rose 360% year over year in the first quarter of 2022, then grew another 214% in the second quarter. SeaMoney ended the second quarter with 52.7 million quarterly active users across all its services, which represented 53% growth from the previous year. That growth makes it a promising play on the expansion of Southeast Asia's digital wallet market, which IDC believes will grow from 154 million users in 2020 to 404 million users by 2025.Third reason to buy: Its valuationSea's total revenue rose 101% in 2020 and 128% in 2021, and analysts expect its top line to grow at a CAGR (compound annual growth rate) of 24% from 2021 to 2024 -- which implies its annual revenue will nearly double.Yet Sea's stock still trades at less than two times this year's sales, which makes it more comparable to a struggling brick-and-mortar retailer like GameStop instead of a high-growth e-commerce company. Therefore, it could easily double or triple from these levels if it finally impresses the market again.First reason to sell: Garena's slowdownSea generated 31% of its revenue from the digital entertainment division, which houses its gaming unit Garena, in its latest quarter. Garena generates most of its growth from its battle royale game Free Fire, which was launched back in 2017.Garena's bookings soared 80% in 2020 as more people played Free Fire throughout the pandemic, then increased 44% in 2021. But its bookings declined sharply in the first half of 2022 as those pandemic-induced headwinds faded away. The game was also abruptly banned in India, one of its fastest-growing markets, earlier this year.Second reason to sell: Its ongoing lossesGarena's slowdown is troubling because it's the only one of Sea's three main businesses units that generates a positive adjusted EBITDA (earnings before interest, taxes, depreciation, and amortization). Shopee is still racking up losses as it tries to attract shoppers with discounts and shipping subsidies, and it's also operating SeaMoney at a loss to lock in more users.The bulls initially believed Sea could offset those losses with Garena's profits, but that thesis is quickly collapsing as Free Fire's growth stalls out. That's why analysts expect Sea to remain unprofitable for the foreseeable future.Third reason to sell: Rising interest ratesSea's lack of profits will make it an unappealing investment as long as interest rates continue to rise. It was still sitting on $6.5 billion in cash and equivalents at the end of the second quarter, thanks to a big debt and stock sale last year, but it could struggle to raise more funds at favorable rates in this challenging market.Do its strengths outweigh its weaknesses?I own some shares of Sea, and I believe its low price-to-sales ratio could limit its downside potential. But I also don't think it will stage a meaningful recovery until it revives Garena and narrows its losses. Sea might still generate multibagger gains over the long term as the Southeast Asian e-commerce and fintech markets expand, but its stock will remain out of favor until interest rates stabilize and the bulls rush back toward the riskier growth plays.","news_type":1},"isVote":1,"tweetType":1,"viewCount":333,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":141780792,"gmtCreate":1625891641216,"gmtModify":1703750582339,"author":{"id":"3582157544208464","authorId":"3582157544208464","name":"tkkkkkkkkkk","avatar":"https://static.tigerbbs.com/324b8778a99b6139eca542152f970355","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582157544208464","authorIdStr":"3582157544208464"},"themes":[],"htmlText":"Only listed company will have security issue?&nbsp;","listText":"Only listed company will have security issue?&nbsp;","text":"Only listed company will have security issue?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/141780792","repostId":"2150306047","repostType":4,"isVote":1,"tweetType":1,"viewCount":256,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940808427,"gmtCreate":1677780187070,"gmtModify":1677780191105,"author":{"id":"3582157544208464","authorId":"3582157544208464","name":"tkkkkkkkkkk","avatar":"https://static.tigerbbs.com/324b8778a99b6139eca542152f970355","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582157544208464","authorIdStr":"3582157544208464"},"themes":[],"htmlText":"👌","listText":"👌","text":"👌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940808427","repostId":"9940808354","repostType":1,"repost":{"id":9940808354,"gmtCreate":1677779549579,"gmtModify":1677780051392,"author":{"id":"3479274787036362","authorId":"3479274787036362","name":"huuou","avatar":"https://static.laohu8.com/picture129","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3479274787036362","authorIdStr":"3479274787036362"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://ttm.financial/S/APE\">$AMC Entertainment Preferred(APE)$ </a>What is considered a high short interest? We are at 26% . Short percentage of float is the percentage of shares that short-sellers have borrowed from the float. A short interest as a percentage of float above 20% is considered very high. Above that has an extremely high risk of a Squeeze.","listText":"<a target=\"_blank\" href=\"https://ttm.financial/S/APE\">$AMC Entertainment Preferred(APE)$ </a>What is considered a high short interest? We are at 26% . Short percentage of float is the percentage of shares that short-sellers have borrowed from the float. A short interest as a percentage of float above 20% is considered very high. Above that has an extremely high risk of a Squeeze.","text":"$AMC Entertainment Preferred(APE)$ What is considered a high short interest? We are at 26% . Short percentage of float is the percentage of shares that short-sellers have borrowed from the float. A short interest as a percentage of float above 20% is considered very high. Above that has an extremely high risk of a Squeeze.","images":[{"img":"https://community-static.tradeup.com/news/5207d6ba264fab20130b7ae13f4090b3","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940808354","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":174,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9960515085,"gmtCreate":1668209580447,"gmtModify":1676538027896,"author":{"id":"3582157544208464","authorId":"3582157544208464","name":"tkkkkkkkkkk","avatar":"https://static.tigerbbs.com/324b8778a99b6139eca542152f970355","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582157544208464","authorIdStr":"3582157544208464"},"themes":[],"htmlText":"👌","listText":"👌","text":"👌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9960515085","repostId":"1146157400","repostType":4,"isVote":1,"tweetType":1,"viewCount":340,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":177172658,"gmtCreate":1627191019374,"gmtModify":1703485374028,"author":{"id":"3582157544208464","authorId":"3582157544208464","name":"tkkkkkkkkkk","avatar":"https://static.tigerbbs.com/324b8778a99b6139eca542152f970355","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582157544208464","authorIdStr":"3582157544208464"},"themes":[],"htmlText":"Both are different","listText":"Both are different","text":"Both are different","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/177172658","repostId":"2153350439","repostType":4,"repost":{"id":"2153350439","kind":"highlight","pubTimestamp":1627177056,"share":"https://ttm.financial/m/news/2153350439?lang=&edition=fundamental","pubTime":"2021-07-25 09:37","market":"us","language":"en","title":"Better Buy: Nvidia vs. Micron Technology","url":"https://stock-news.laohu8.com/highlight/detail?id=2153350439","media":"Motley Fool","summary":"Which of these two high-growth chipmakers deserves your money?","content":"<p>Chipmakers <b>Nvidia</b> (NASDAQ:NVDA) and <b>Micron Technology</b> (NASDAQ:MU) have had very different experiences on the stock market so far in 2021, even though both companies have been delivering stellar results quarter after quarter. While Nvidia stock has handily beaten the market, Micron shares have remained nearly flat thus far.</p>\n<p>Is this a signal that investors should start dumping Micron stock and load up on Nvidia? Well, like many market questions, this <a href=\"https://laohu8.com/S/AONE.U\">one</a> doesn't have a simple answer. Here's what investors need to know.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a8cb26fa463f644e155f261e6a69f336\" tg-width=\"720\" tg-height=\"387\" width=\"100%\" height=\"auto\"><span>^SPX data by YCharts</span></p>\n<h2>The case for Micron Technology</h2>\n<p>Micron Technology is benefiting from the terrific demand for memory chips. The memory specialist's revenue jumped 36% year over year in the fiscal third quarter (ended June 3, 2021), while earnings more than doubled to $1.88 per share from $0.82 per share in the prior-year period.</p>\n<p>Micron's fourth-quarter guidance suggests that it isn't going to run out of steam anytime soon. The company's $8.2 billion revenue guidance for this quarter would translate into a 36% year-over-year gain, while the $2.30 per share adjusted earnings forecast means that its bottom line is on track to more than double from the prior-year period's $1.08 per&nbsp;share.</p>\n<p>However, the market hasn't appreciated this terrific growth, as the muted stock price performance shows. But that may not be the case forever, as Micron is sitting on a bunch of solid catalysts, which seem strong enough to help it maintain its high levels of growth in the long run.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7d37411519d470ff3c53a15776d3013c\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images</span></p>\n<p>Micron's compute and networking business unit (CNBU), which is its largest source of revenue and accounts for 44.5% of its top line, witnessed nearly 49% year-over-year revenue growth in Q3. Micron caters to the personal computer (PC), cloud server, enterprise, graphics, and networking markets through this segment. There is great demand for memory chips in all these markets, which is leading to tight supplies and higher prices.</p>\n<p>Memory market research firm TrendForce estimates that the price of dynamic random access memory (DRAM) could increase between 3% and 8% in the third quarter of the calendar year over Q2. The price increase is a result of strong server and PC DRAM demand and constrained supply.</p>\n<p>Similarly, the demand for NAND flash has also remained high due to the increased adoption of SSDs (solid-state drives) in both consumer PCs and enterprise hardware. A tight supply means that the price of NAND flash memory is expected to increase between 5% and 10% this quarter, which bodes well for Micron's storage business unit (SBU). The segment produced 13% of Micron's top line last quarter, and its revenue was flat year over year at $1 billion -- but it could improve given the end-market dynamics.</p>\n<p>The mobile business unit, meanwhile, has hit a purple patch. Its revenue increased 31% year over year in Q3 thanks to the ramp-up in 5G smartphone demand. With 5G smartphones expected to increase at a whopping pace in the next five years, Micron's mobile business has room to run higher.</p>\n<p>The robust memory demand isn't going to go away anytime soon. According to a third-party forecast, memory chip demand is expected to increase 31.7% in 2021, followed by a double-digit increase in 2022, which explains why analysts expect&nbsp;Micron's growth to pick up the pace next fiscal year.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/11c5f766491fbfe99b0a6f8d1f0d45f6\" tg-width=\"720\" tg-height=\"483\" width=\"100%\" height=\"auto\"><span>MU Revenue Estimates for Current Fiscal Year data by YCharts</span></p>\n<h2>The case for Nvidia</h2>\n<p>Nvidia's stock market returns in 2021 have been driven by the company's outstanding results. The graphics specialist is growing at a much faster pace than Micron, with its fiscal first-quarter revenue jumping 84% year over year to $5.66 billion. Tremendous demand for Nvidia's graphics cards, which are used in PCs, sent its video gaming revenue soaring. The segment's revenue doubled year over year and accounted for close to half of its top line.</p>\n<p>There are two reasons why the video gaming segment is set for terrific growth in the long haul. First, Nvidia dominates this market with a market share of 81%, according to Jon Peddie Research. It is also worth noting that the chipmaker has substantially increased its presence in the gaming laptop market.</p>\n<p>The company's dominant position in the gaming graphics card market brings us to the second reason why this segment is built for growth. Jon Peddie Research estimates that gaming graphics cards could generate $54 billion in revenue by 2025, which would be a big jump over last year's sales of $23.6 billion. Nvidia sold&nbsp;$7.76 billion worth of graphics cards in fiscal 2021, so the additional revenue opportunity on offer and the company's huge market share indicates that this business still has a lot of room for growth.</p>\n<p>There's a similar story to Nvidia's data center business, which is its second-largest source of revenue. The segment's revenue shot up 79% year over year in Q1, crossing $2 billion in quarterly sales for the first&nbsp;time. With the data center accelerator market expected to clock $53 billion in annual revenue by the end of 2027, according to a third-party estimate, the segment's growth streak seems sustainable.</p>\n<p>Nvidia is doing well in the market for data center graphics processing units (GPUs), with large cloud service providers preferring to use the company's chips to accelerate workloads. The data center GPU market alone is expected to generate $20 billion in revenue by 2027. Nvidia sold almost $6.7 billion worth of data center GPUs last fiscal year, and the massive revenue opportunity points toward more upside in this business.</p>\n<p>Throw in the fact that Nvidia is now moving to tap the other fast-growing niches of the data center accelerator market, such as server central processing units (CPUs) and data processing units (DPUs), and it becomes easier to see why this segment probably won't run out of steam. Such solid growth drivers make it clear why Nvidia's earnings are expected to jump substantially in the future at an annual pace of nearly 27%.</p>\n<h2>The verdict</h2>\n<p>It is evident that both Nvidia and Micron Technology have impressive catalysts that could help them sustain their impressive pace of growth. Value-oriented investors, however, may lean toward buying Micron stock, as it trades at just 20 times trailing earnings, compared to Nvidia's multiple of nearly 91.</p>\n<p>But then, Nvidia is growing at a much faster rate than Micron, as we saw above, which is why its premium seems justified. Additionally, Nvidia dominates its space, while Micron faces competition from the likes of <b>SK Hynix</b> and <b>Samsung</b>. Micron reportedly controls 23.5% of the DRAM market, which makes it a smaller player than the other two, while it stands in fourth position in the NAND market, with a share of just&nbsp;11.2%.</p>\n<p>That's why investors with a higher risk tolerance might want to consider buying Nvidia stock to benefit from the tech giant's supremacy in graphics cards, as it seems capable of outperforming Micron in the future like it has done so far this year.</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>Better Buy: Nvidia vs. Micron Technology</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\">\nBetter Buy: Nvidia vs. Micron Technology\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-25 09:37 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/07/24/better-buy-nvidia-vs-micron-technology/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Chipmakers Nvidia (NASDAQ:NVDA) and Micron Technology (NASDAQ:MU) have had very different experiences on the stock market so far in 2021, even though both companies have been delivering stellar ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/07/24/better-buy-nvidia-vs-micron-technology/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","MU":"美光科技"},"source_url":"https://www.fool.com/investing/2021/07/24/better-buy-nvidia-vs-micron-technology/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2153350439","content_text":"Chipmakers Nvidia (NASDAQ:NVDA) and Micron Technology (NASDAQ:MU) have had very different experiences on the stock market so far in 2021, even though both companies have been delivering stellar results quarter after quarter. While Nvidia stock has handily beaten the market, Micron shares have remained nearly flat thus far.\nIs this a signal that investors should start dumping Micron stock and load up on Nvidia? Well, like many market questions, this one doesn't have a simple answer. Here's what investors need to know.\n^SPX data by YCharts\nThe case for Micron Technology\nMicron Technology is benefiting from the terrific demand for memory chips. The memory specialist's revenue jumped 36% year over year in the fiscal third quarter (ended June 3, 2021), while earnings more than doubled to $1.88 per share from $0.82 per share in the prior-year period.\nMicron's fourth-quarter guidance suggests that it isn't going to run out of steam anytime soon. The company's $8.2 billion revenue guidance for this quarter would translate into a 36% year-over-year gain, while the $2.30 per share adjusted earnings forecast means that its bottom line is on track to more than double from the prior-year period's $1.08 per share.\nHowever, the market hasn't appreciated this terrific growth, as the muted stock price performance shows. But that may not be the case forever, as Micron is sitting on a bunch of solid catalysts, which seem strong enough to help it maintain its high levels of growth in the long run.\nImage source: Getty Images\nMicron's compute and networking business unit (CNBU), which is its largest source of revenue and accounts for 44.5% of its top line, witnessed nearly 49% year-over-year revenue growth in Q3. Micron caters to the personal computer (PC), cloud server, enterprise, graphics, and networking markets through this segment. There is great demand for memory chips in all these markets, which is leading to tight supplies and higher prices.\nMemory market research firm TrendForce estimates that the price of dynamic random access memory (DRAM) could increase between 3% and 8% in the third quarter of the calendar year over Q2. The price increase is a result of strong server and PC DRAM demand and constrained supply.\nSimilarly, the demand for NAND flash has also remained high due to the increased adoption of SSDs (solid-state drives) in both consumer PCs and enterprise hardware. A tight supply means that the price of NAND flash memory is expected to increase between 5% and 10% this quarter, which bodes well for Micron's storage business unit (SBU). The segment produced 13% of Micron's top line last quarter, and its revenue was flat year over year at $1 billion -- but it could improve given the end-market dynamics.\nThe mobile business unit, meanwhile, has hit a purple patch. Its revenue increased 31% year over year in Q3 thanks to the ramp-up in 5G smartphone demand. With 5G smartphones expected to increase at a whopping pace in the next five years, Micron's mobile business has room to run higher.\nThe robust memory demand isn't going to go away anytime soon. According to a third-party forecast, memory chip demand is expected to increase 31.7% in 2021, followed by a double-digit increase in 2022, which explains why analysts expect Micron's growth to pick up the pace next fiscal year.\nMU Revenue Estimates for Current Fiscal Year data by YCharts\nThe case for Nvidia\nNvidia's stock market returns in 2021 have been driven by the company's outstanding results. The graphics specialist is growing at a much faster pace than Micron, with its fiscal first-quarter revenue jumping 84% year over year to $5.66 billion. Tremendous demand for Nvidia's graphics cards, which are used in PCs, sent its video gaming revenue soaring. The segment's revenue doubled year over year and accounted for close to half of its top line.\nThere are two reasons why the video gaming segment is set for terrific growth in the long haul. First, Nvidia dominates this market with a market share of 81%, according to Jon Peddie Research. It is also worth noting that the chipmaker has substantially increased its presence in the gaming laptop market.\nThe company's dominant position in the gaming graphics card market brings us to the second reason why this segment is built for growth. Jon Peddie Research estimates that gaming graphics cards could generate $54 billion in revenue by 2025, which would be a big jump over last year's sales of $23.6 billion. Nvidia sold $7.76 billion worth of graphics cards in fiscal 2021, so the additional revenue opportunity on offer and the company's huge market share indicates that this business still has a lot of room for growth.\nThere's a similar story to Nvidia's data center business, which is its second-largest source of revenue. The segment's revenue shot up 79% year over year in Q1, crossing $2 billion in quarterly sales for the first time. With the data center accelerator market expected to clock $53 billion in annual revenue by the end of 2027, according to a third-party estimate, the segment's growth streak seems sustainable.\nNvidia is doing well in the market for data center graphics processing units (GPUs), with large cloud service providers preferring to use the company's chips to accelerate workloads. The data center GPU market alone is expected to generate $20 billion in revenue by 2027. Nvidia sold almost $6.7 billion worth of data center GPUs last fiscal year, and the massive revenue opportunity points toward more upside in this business.\nThrow in the fact that Nvidia is now moving to tap the other fast-growing niches of the data center accelerator market, such as server central processing units (CPUs) and data processing units (DPUs), and it becomes easier to see why this segment probably won't run out of steam. Such solid growth drivers make it clear why Nvidia's earnings are expected to jump substantially in the future at an annual pace of nearly 27%.\nThe verdict\nIt is evident that both Nvidia and Micron Technology have impressive catalysts that could help them sustain their impressive pace of growth. Value-oriented investors, however, may lean toward buying Micron stock, as it trades at just 20 times trailing earnings, compared to Nvidia's multiple of nearly 91.\nBut then, Nvidia is growing at a much faster rate than Micron, as we saw above, which is why its premium seems justified. Additionally, Nvidia dominates its space, while Micron faces competition from the likes of SK Hynix and Samsung. Micron reportedly controls 23.5% of the DRAM market, which makes it a smaller player than the other two, while it stands in fourth position in the NAND market, with a share of just 11.2%.\nThat's why investors with a higher risk tolerance might want to consider buying Nvidia stock to benefit from the tech giant's supremacy in graphics cards, as it seems capable of outperforming Micron in the future like it has done so far this year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":266,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":141358861,"gmtCreate":1625839902453,"gmtModify":1703749636674,"author":{"id":"3582157544208464","authorId":"3582157544208464","name":"tkkkkkkkkkk","avatar":"https://static.tigerbbs.com/324b8778a99b6139eca542152f970355","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582157544208464","authorIdStr":"3582157544208464"},"themes":[],"htmlText":"Forcing banks to be unnecessary conservative..... No wonder our bank shares cannot perform.&nbsp; MAS should learn.&nbsp;","listText":"Forcing banks to be unnecessary conservative..... No wonder our bank shares cannot perform.&nbsp; MAS should learn.&nbsp;","text":"Forcing banks to be unnecessary conservative..... No wonder our bank shares cannot perform. MAS should learn.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/141358861","repostId":"2150980376","repostType":4,"repost":{"id":"2150980376","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":1625823947,"share":"https://ttm.financial/m/news/2150980376?lang=&edition=fundamental","pubTime":"2021-07-09 17:45","market":"hk","language":"en","title":"China cuts reserve requirements to support economic recovery","url":"https://stock-news.laohu8.com/highlight/detail?id=2150980376","media":"Reuters","summary":"BEIJING, July 9 (Reuters) - China's central bank said on Friday it would cut the amount of cash that","content":"<p>BEIJING, July 9 (Reuters) - China's central bank said on Friday it would cut the amount of cash that banks must hold as reserves, releasing around 1 trillion yuan ($154.19 billion) in long-term liquidity to help underpin an economic recovery that is starting to lose momentum.</p>\n<p>The People's Bank of China (PBOC) said on its website it would cut the reserve requirement ratio <a href=\"https://laohu8.com/S/RRR\">$(RRR)$</a> for all banks by 50 basis points (bps), effective on July 15.</p>\n<p>Banks that are subject to an RRR of 5% will be exempted from the new cut.</p>\n<p>The PBOC last cut the RRR in April last year, when the Chinese economy was still badly jolted by the coronavirus crisis. As the economy staged a strong rebound, aided by the surprisingly resilient exports, the PBOC had since shifted to a moderately tightening bias.</p>\n<p>The country's cabinet said on Wednesday that authorities will use timely cuts in RRR to help small firms cope with the negative impact from rising commodity prices, which came as a surprise to the market.</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>China cuts reserve requirements to support economic recovery</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\">\nChina cuts reserve requirements to support economic recovery\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\">2021-07-09 17:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>BEIJING, July 9 (Reuters) - China's central bank said on Friday it would cut the amount of cash that banks must hold as reserves, releasing around 1 trillion yuan ($154.19 billion) in long-term liquidity to help underpin an economic recovery that is starting to lose momentum.</p>\n<p>The People's Bank of China (PBOC) said on its website it would cut the reserve requirement ratio <a href=\"https://laohu8.com/S/RRR\">$(RRR)$</a> for all banks by 50 basis points (bps), effective on July 15.</p>\n<p>Banks that are subject to an RRR of 5% will be exempted from the new cut.</p>\n<p>The PBOC last cut the RRR in April last year, when the Chinese economy was still badly jolted by the coronavirus crisis. As the economy staged a strong rebound, aided by the surprisingly resilient exports, the PBOC had since shifted to a moderately tightening bias.</p>\n<p>The country's cabinet said on Wednesday that authorities will use timely cuts in RRR to help small firms cope with the negative impact from rising commodity prices, which came as a surprise to the market.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CAAS":"中汽系统","000001.SH":"上证指数"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2150980376","content_text":"BEIJING, July 9 (Reuters) - China's central bank said on Friday it would cut the amount of cash that banks must hold as reserves, releasing around 1 trillion yuan ($154.19 billion) in long-term liquidity to help underpin an economic recovery that is starting to lose momentum.\nThe People's Bank of China (PBOC) said on its website it would cut the reserve requirement ratio $(RRR)$ for all banks by 50 basis points (bps), effective on July 15.\nBanks that are subject to an RRR of 5% will be exempted from the new cut.\nThe PBOC last cut the RRR in April last year, when the Chinese economy was still badly jolted by the coronavirus crisis. As the economy staged a strong rebound, aided by the surprisingly resilient exports, the PBOC had since shifted to a moderately tightening bias.\nThe country's cabinet said on Wednesday that authorities will use timely cuts in RRR to help small firms cope with the negative impact from rising commodity prices, which came as a surprise to the market.","news_type":1},"isVote":1,"tweetType":1,"viewCount":157,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":152248771,"gmtCreate":1625302340493,"gmtModify":1703740238193,"author":{"id":"3582157544208464","authorId":"3582157544208464","name":"tkkkkkkkkkk","avatar":"https://static.tigerbbs.com/324b8778a99b6139eca542152f970355","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582157544208464","authorIdStr":"3582157544208464"},"themes":[],"htmlText":"Wait&nbsp;","listText":"Wait&nbsp;","text":"Wait","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/152248771","repostId":"1146176335","repostType":4,"repost":{"id":"1146176335","kind":"news","pubTimestamp":1625277627,"share":"https://ttm.financial/m/news/1146176335?lang=&edition=fundamental","pubTime":"2021-07-03 10:00","market":"us","language":"en","title":"Can Alibaba Turn Around Its Woes in the Second Half of 2021?","url":"https://stock-news.laohu8.com/highlight/detail?id=1146176335","media":"The Street","summary":"Alibaba has been a sore laggard compared with its large- and mega-cap peers. Can that change in the second half of 2021?Alibaba  -Get Report has been a total dog so far this year. Shares were trading well into the fourth quarter of 2020 but then a string of issues pummeled the stock.Regulators disrupted Ant's initial public offering, then dug deeper on Alibaba and dialed up the heat.Investors don’t like regulatory issues as it is but particularly when we’re dealing with Chinese regulators.Howeve","content":"<blockquote>\n Alibaba has been a sore laggard compared with its large- and mega-cap peers. Can that change in the second half of 2021?\n</blockquote>\n<p>Alibaba&nbsp;(<b>BABA</b>) -Get Report&nbsp;has been a total dog so far this year. Shares were trading well into the fourth quarter of 2020 but then a string of issues pummeled the stock.</p>\n<p>Regulators disrupted Ant's initial public offering, then dug deeper on Alibaba and dialed up the heat.</p>\n<p>Investors don’t like regulatory issues as it is but particularly when we’re dealing with Chinese regulators.</p>\n<p>However, in April, Alibaba paid a smaller-than-expectedbut still record fine, hoping to puts its regulatory issues behind it. Still, the stock hasn’t responded the way bulls were hoping.</p>\n<p>All of this comes as the S&amp;P 500 and Nasdaq continue to grind outnew all-time highs.</p>\n<p>It also comes as FAANG stocks continue to trade incredibly well. Alphabet&nbsp;(<b>GOOGL</b>) -Get Reportis the top performerwith a near-40% gain in the first half of the year, while Netflix&nbsp;(<b>NFLX</b>) -Get Report&nbsp;is the worst, with a 2.3% drop.</p>\n<p>Alibaba has a similar first-half performance, down 2.6%. However, it’s doing far worse from the highs, down more than 30%.</p>\n<p>Can it turn around its woes in the second half and start rallying higher?</p>\n<p><img src=\"https://static.tigerbbs.com/9975f383919ff8cfc34fca49a32d8e8f\" tg-width=\"700\" tg-height=\"494\"></p>\n<p>Call me a hopeless optimist, but I feel that Alibaba can have a solid second-half performance.</p>\n<p>The overall market has done too well and so has large-cap tech. The fundamentals of the business are intact and growth is strong. It’s like Amazon&nbsp;(<b>AMZN</b>) -Get Report.Eventually, it will perform better&nbsp;- it’s a question of “when” and not “if.”</p>\n<p>Shares continue to hold the $210 to $212 area and have recently cleared downtrend resistance (blue line). That said, there’s plenty of overhead hurdles.</p>\n<p>Specifically, Alibaba stock is struggling with the 21-week moving average, as well as the 21-month and 10-month moving averages.</p>\n<p>Let’s be clear: There are not a lot of bullish technical components here. If Alibaba stock could hold the 10-week moving average on this week’s dip, I’d feel better about it.</p>\n<p>However, as long as it can hold up over the $210 level and really, the 200-week moving average, I feel okay about Alibaba going into the next six months.</p>\n<p>A push over $235 - thus putting it over all of the moving average hurdles mentioned above - could open up a run to $250, then $263. Above $275 and $300 is in play.</p>\n<p>Keep the risk in mind but this could be a solid second-half rebound play.</p>","source":"lsy1610613172068","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>Can Alibaba Turn Around Its Woes in the Second Half of 2021?</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\">\nCan Alibaba Turn Around Its Woes in the Second Half of 2021?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-03 10:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/investing/alibaba-baba-stock-second-half-2021-trading?puc=yahoo&cm_ven=YAHOO><strong>The Street</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Alibaba has been a sore laggard compared with its large- and mega-cap peers. Can that change in the second half of 2021?\n\nAlibaba (BABA) -Get Report has been a total dog so far this year. Shares were ...</p>\n\n<a href=\"https://www.thestreet.com/investing/alibaba-baba-stock-second-half-2021-trading?puc=yahoo&cm_ven=YAHOO\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","09618":"京东集团-SW"},"source_url":"https://www.thestreet.com/investing/alibaba-baba-stock-second-half-2021-trading?puc=yahoo&cm_ven=YAHOO","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146176335","content_text":"Alibaba has been a sore laggard compared with its large- and mega-cap peers. Can that change in the second half of 2021?\n\nAlibaba (BABA) -Get Report has been a total dog so far this year. Shares were trading well into the fourth quarter of 2020 but then a string of issues pummeled the stock.\nRegulators disrupted Ant's initial public offering, then dug deeper on Alibaba and dialed up the heat.\nInvestors don’t like regulatory issues as it is but particularly when we’re dealing with Chinese regulators.\nHowever, in April, Alibaba paid a smaller-than-expectedbut still record fine, hoping to puts its regulatory issues behind it. Still, the stock hasn’t responded the way bulls were hoping.\nAll of this comes as the S&P 500 and Nasdaq continue to grind outnew all-time highs.\nIt also comes as FAANG stocks continue to trade incredibly well. Alphabet (GOOGL) -Get Reportis the top performerwith a near-40% gain in the first half of the year, while Netflix (NFLX) -Get Report is the worst, with a 2.3% drop.\nAlibaba has a similar first-half performance, down 2.6%. However, it’s doing far worse from the highs, down more than 30%.\nCan it turn around its woes in the second half and start rallying higher?\n\nCall me a hopeless optimist, but I feel that Alibaba can have a solid second-half performance.\nThe overall market has done too well and so has large-cap tech. The fundamentals of the business are intact and growth is strong. It’s like Amazon (AMZN) -Get Report.Eventually, it will perform better - it’s a question of “when” and not “if.”\nShares continue to hold the $210 to $212 area and have recently cleared downtrend resistance (blue line). That said, there’s plenty of overhead hurdles.\nSpecifically, Alibaba stock is struggling with the 21-week moving average, as well as the 21-month and 10-month moving averages.\nLet’s be clear: There are not a lot of bullish technical components here. If Alibaba stock could hold the 10-week moving average on this week’s dip, I’d feel better about it.\nHowever, as long as it can hold up over the $210 level and really, the 200-week moving average, I feel okay about Alibaba going into the next six months.\nA push over $235 - thus putting it over all of the moving average hurdles mentioned above - could open up a run to $250, then $263. Above $275 and $300 is in play.\nKeep the risk in mind but this could be a solid second-half rebound play.","news_type":1},"isVote":1,"tweetType":1,"viewCount":123,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9911522913,"gmtCreate":1664236949932,"gmtModify":1676537414531,"author":{"id":"3582157544208464","authorId":"3582157544208464","name":"tkkkkkkkkkk","avatar":"https://static.tigerbbs.com/324b8778a99b6139eca542152f970355","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582157544208464","authorIdStr":"3582157544208464"},"themes":[],"htmlText":"Blackberry??","listText":"Blackberry??","text":"Blackberry??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9911522913","repostId":"2270283224","repostType":2,"repost":{"id":"2270283224","kind":"news","pubTimestamp":1664173077,"share":"https://ttm.financial/m/news/2270283224?lang=&edition=fundamental","pubTime":"2022-09-26 14:17","market":"us","language":"en","title":"BB announces Tk1,000 crore refinancing scheme for wheat, maize production","url":"https://stock-news.laohu8.com/highlight/detail?id=2270283224","media":"The Business Standard","summary":"BB announces Tk1,000 crore refinancing scheme for wheat, maize production","content":"<div>\n<p>BB announces Tk1,000 crore refinancing scheme for wheat, maize production</p>\n\n<a href=\"https://www.tbsnews.net/economy/banking/bb-announces-tk1000-crore-refinancing-scheme-wheat-maize-production-503354\">Web Link</a>\n\n</div>\n","source":"redbox_crawler","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>BB announces Tk1,000 crore refinancing scheme for wheat, maize production</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\">\nBB announces Tk1,000 crore refinancing scheme for wheat, maize production\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-26 14:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tbsnews.net/economy/banking/bb-announces-tk1000-crore-refinancing-scheme-wheat-maize-production-503354><strong>The Business Standard</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>BB announces Tk1,000 crore refinancing scheme for wheat, maize production</p>\n\n<a href=\"https://www.tbsnews.net/economy/banking/bb-announces-tk1000-crore-refinancing-scheme-wheat-maize-production-503354\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4097":"系统软件","BB":"黑莓","BK4547":"WSB热门概念"},"source_url":"https://www.tbsnews.net/economy/banking/bb-announces-tk1000-crore-refinancing-scheme-wheat-maize-production-503354","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2270283224","content_text":"BB announces Tk1,000 crore refinancing scheme for wheat, maize production","news_type":1},"isVote":1,"tweetType":1,"viewCount":439,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9995676334,"gmtCreate":1661471080431,"gmtModify":1676536523863,"author":{"id":"3582157544208464","authorId":"3582157544208464","name":"tkkkkkkkkkk","avatar":"https://static.tigerbbs.com/324b8778a99b6139eca542152f970355","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582157544208464","authorIdStr":"3582157544208464"},"themes":[],"htmlText":"👌","listText":"👌","text":"👌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9995676334","repostId":"9995651083","repostType":1,"isVote":1,"tweetType":1,"viewCount":201,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9944204554,"gmtCreate":1681858917178,"gmtModify":1681858921675,"author":{"id":"3582157544208464","authorId":"3582157544208464","name":"tkkkkkkkkkk","avatar":"https://static.tigerbbs.com/324b8778a99b6139eca542152f970355","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582157544208464","authorIdStr":"3582157544208464"},"themes":[],"htmlText":"👌🤗😁💪👏🤗","listText":"👌🤗😁💪👏🤗","text":"👌🤗😁💪👏🤗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9944204554","isVote":1,"tweetType":1,"viewCount":507,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9944159086,"gmtCreate":1681750221945,"gmtModify":1681750226378,"author":{"id":"3582157544208464","authorId":"3582157544208464","name":"tkkkkkkkkkk","avatar":"https://static.tigerbbs.com/324b8778a99b6139eca542152f970355","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582157544208464","authorIdStr":"3582157544208464"},"themes":[],"htmlText":"👌😊😘®️🤣😀😂","listText":"👌😊😘®️🤣😀😂","text":"👌😊😘®️🤣😀😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9944159086","isVote":1,"tweetType":1,"viewCount":510,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}