Penthon personal page - To The Moon

Penthon

Penthon

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2023-03-11

Cham

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2023-02-23

Gogo Alibaba...

Alibaba Beats Quarterly Revenue Estimates As COVID Curbs Ease

2023-03-17

Good

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2023-03-17

No

First Republic Goes From Wall Street Raider to Seller in Days

2023-03-16

Lets go

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2023-02-27

Adjustment is accumulating....before next fly!

Tesla’s Analyst Day Is This Week. Four Things to Watch

2022-01-03

New Year ,New Hope!

December jobs report, Federal Reserve meeting minutes, CES: What to know this week

2023-03-31

Up

The 3 Best Stocks to Buy if We Enter a New Bull Market Soon

2022-07-22

[Happy]

Alibaba Vs. Amazon: A Winner Emerges

2023-03-08

[Happy]

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2022-06-06

Split and soar🙌🙌

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2023-02-28

Split? Adjustments to come soon.be aware..

AMC Stock Soars 23% as Hearing Risks Delaying APE Conversion

2022-11-16

Slowly back with increased revenue and later will be profitable...

Why Sea Stock Surged 36% on Tuesday?

2022-09-27

Like

Dear TSLA Stock Fans, Mark Your Calendars for Sept. 30

2023-03-18

Further support lines to be seem..

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2022-10-13

Much better expectation compared with Forecast...still strong based on current situation...

TSMC Q3 Profit Jumps 80%, Beats Market Expectations

2023-04-03

Up

OPEC Cuts Nearly 1.2 Million Barrels Per Day, WTI Oil Surges Higher: Winners And Losers

2023-03-31

Up

Alibaba, JD.com Lead Tech Winners: Hong Kong Stocks Log Best Run Since January

Go to Tiger App to see more news

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AMD s GPU beats Nvidia?? Might not be at this moment but who knows in future? AMD has proven to be fast-follower and more viable alternative to Nvidia's current newest release ofGPUs though comparatively lower performance on average.","listText":"Can AMD s GPU beats Nvidia?? Might not be at this moment but who knows in future? AMD has proven to be fast-follower and more viable alternative to Nvidia's current newest release ofGPUs though comparatively lower performance on average.","text":"Can AMD s GPU beats Nvidia?? Might not be at this moment but who knows in future? AMD has proven to be fast-follower and more viable alternative to Nvidia's current newest release ofGPUs though comparatively lower performance on average.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/365313631383680","isVote":1,"tweetType":1,"viewCount":129,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947669395,"gmtCreate":1683075645818,"gmtModify":1683075649716,"author":{"id":"3582192196234738","authorId":"3582192196234738","name":"Penthon","avatar":"https://static.tigerbbs.com/5f9fe77bd547ced80b3a9f115de46ca8","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582192196234738","authorIdStr":"3582192196234738"},"themes":[],"htmlText":"Sharks","listText":"Sharks","text":"Sharks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947669395","repostId":"1163848198","repostType":2,"repost":{"id":"1163848198","kind":"news","pubTimestamp":1683073891,"share":"https://ttm.financial/m/news/1163848198?lang=&edition=fundamental","pubTime":"2023-05-03 08:31","market":"us","language":"en","title":"ChatGPT Just Crushed Chegg Stock. These 3 Companies Could Be Next","url":"https://stock-news.laohu8.com/highlight/detail?id=1163848198","media":"Motley Fool","summary":"Chegg blamed ChatGPT for a slowdown in new user growth. Here's what it could mean for other companies potentially affected by the technology.","content":"<html><head></head><body><h2 style=\"text-align: start;\">KEY POINTS</h2><ul><li><p>Chegg shares fell roughly 50% on news that it was being disrupted by the new AI chatbot.</p></li><li><p>This appears to be the first large-scale sell-off in response to the ChatGPT disruption.</p></li><li><p>The move holds significant implications for a wide range of industries, including law and education.</p></li></ul><p>ChatGPT has claimed its first scalp.</p><p style=\"text-align: start;\">Shares of <strong>Chegg </strong>were cut in half Tuesday after the education technology company known for renting textbooks and helping students with their homework said new user growth ran into a wall due to OpenAI&#39;s new chatbot.</p><p style=\"text-align: start;\">On the earnings call, Chegg CEO Dan Rosensweig said:</p><blockquote><em>In the first part of the year, we saw no noticeable impact from ChatGPT on our new account growth, and we were meeting expectations on new sign-ups. However, since March, we saw a significant spike in student interest in ChatGPT. We now believe it&#39;s having an impact on our new customer growth.</em></blockquote><p>The comments seemed to be the first time a company revealed that ChatGPT was having a major impact on its growth, and Wall Street was quick to reassess Chegg stock, a sign that there are likely to be more stock market victims of the new technology.</p><p style=\"text-align: start;\">Let&#39;s take a look at three other stocks that are potentially in ChatGPT&#39;s firing line.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6fcb877fd5fbd20ffe004830b03a77bb\" alt=\"IMAGE SOURCE: GETTY IMAGES.\" title=\"IMAGE SOURCE: GETTY IMAGES.\" tg-width=\"700\" tg-height=\"466\"/><span>IMAGE SOURCE: GETTY IMAGES.</span></p><h2 style=\"text-align: start;\">1. Alphabet</h2><p style=\"text-align: start;\">It&#39;s no secret that ChatGPT has its sights set on <strong>Alphabet&#39;s </strong>Google Search.</p><p style=\"text-align: start;\"><strong>Microsoft,</strong> which has invested an estimated $13 billion in OpenAI, has already rolled out a new version of Bing, featuring ChatGPT-like capabilities, which it said gained market share in the March quarter. According to <em>The New York Times</em>, Alphabet called a &#34;code red&#34; in response to ChatGPT&#39;s release as well, and founders Larry Page and Sergey Brin have come out of retirement to pitch in on strategy to help the company fight back against the new threat.</p><p>The tech giant has launched its own AI-powered chatbot called Bard. However, public opinion seems to have cast it as an also-ran next to ChatGPT. Alphabet CEO Sundar Pichai has said a better large language model (LLM) was coming to Bard to improve its results, admitting of Bard&#39;s launch, &#34;I feel like we took a souped-up Civic and kind of put it in a race with more powerful cars.&#34;</p><p style=\"text-align: start;\">While much of the investor attention has been focused on the new battle between Google and Bing in search, it&#39;s worth recognizing that ChatGPT is, in and of itself, a direct threat to Google, as it can give clear answers for many of Google&#39;s most popular search verticals like recipes, travel itineraries, home improvement tips, and medical advice.</p><p>Alphabet&#39;s first-quarter earnings report didn&#39;t give any indication that it was losing market share to Bing or ChatGPT, but the threat from the new chatbot is clear, as Alphabet&#39;s own response makes evident.</p><h2 style=\"text-align: start;\">2. LegalZoom</h2><p style=\"text-align: start;\">Of the many industries under threat from ChatGPT and generative AI, the legal industry seems to be one of the biggest.</p><p style=\"text-align: start;\">Already, some pundits are forecasting significant disruptions in the legal industry, especially in areas like contracts and research, as the chatbot can write and assist with legal contracts and can digest large amounts of information and summarize it clearly for a legal brief. ChatGPT has also passed the bar exam, showing it has the knowledge and understanding necessary to be a lawyer.</p><p>If the generative AI tech gains adoption inside the legal industry or with those who would typically pay for help with a contract or a small legal matter, one company at risk is <strong>LegalZoom</strong>, a tech platform that helps people with low-level legal matters like business formations, estate planning, patent applications, and others.</p><p>LegalZoom hasn&#39;t yet reported first-quarter earnings, but the market seems to believe that the news from Chegg could hold implications for it, as the stock fell as much as 8% on Tuesday, even though there was no related news.</p><h2 style=\"text-align: start;\">3. Duolingo</h2><p style=\"text-align: start;\">Another education stock that could get steamrolled by ChatGPT is <strong>Duolingo</strong>, the popular language-learning app. </p><p>Some language learners have raved about ChatGPT&#39;s capabilities, as the AI technology can guide users in areas like vocabulary, grammar, conversation, and reading comprehension.</p><p style=\"text-align: start;\">Seemingly aware of the threat from ChatGPT, Duolingo has already integrated the GPT-4 LLM into its new program, Duolingo Max, a subscription tier above Super Duolingo. Duolingo also said it&#39;s been working closely with OpenAI for months on the product, which launched in March.</p><p style=\"text-align: start;\">Like most other service providers threatened by ChatGPT, the test for Duolingo will be if customers prefer to pay it for a neatly packaged product featuring ChatGPT technology, or if they&#39;d rather go straight to the source and learn directly from ChatGPT for free, which could require more work from the user. </p><p>Duolingo is also set to report earnings next week, and like LegalZoom, investors seem to fear it could be exposed to the same risk as Chegg, as the stock fell as much as 10% on Tuesday.</p><p style=\"text-align: start;\">As the market&#39;s response to the Chegg update shows, the fallout from the impact of the new AI chatbot is likely only just beginning. Investors should be wary of these three stocks and any others already threatened by the new generative AI. </p><p></p><p></p><p></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>ChatGPT Just Crushed Chegg Stock. These 3 Companies Could Be Next</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\">\nChatGPT Just Crushed Chegg Stock. These 3 Companies Could Be Next\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-05-03 08:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/05/02/chatgpt-just-crushed-chegg-these-3-stocks-could-be/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSChegg shares fell roughly 50% on news that it was being disrupted by the new AI chatbot.This appears to be the first large-scale sell-off in response to the ChatGPT disruption.The move holds...</p>\n\n<a href=\"https://www.fool.com/investing/2023/05/02/chatgpt-just-crushed-chegg-these-3-stocks-could-be/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LZ":"LegalZoom.com, Inc","CHGG":"Chegg Inc","GOOG":"谷歌","DUOL":"多邻国","GOOGL":"谷歌A"},"source_url":"https://www.fool.com/investing/2023/05/02/chatgpt-just-crushed-chegg-these-3-stocks-could-be/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163848198","content_text":"KEY POINTSChegg shares fell roughly 50% on news that it was being disrupted by the new AI chatbot.This appears to be the first large-scale sell-off in response to the ChatGPT disruption.The move holds significant implications for a wide range of industries, including law and education.ChatGPT has claimed its first scalp.Shares of Chegg were cut in half Tuesday after the education technology company known for renting textbooks and helping students with their homework said new user growth ran into a wall due to OpenAI's new chatbot.On the earnings call, Chegg CEO Dan Rosensweig said:In the first part of the year, we saw no noticeable impact from ChatGPT on our new account growth, and we were meeting expectations on new sign-ups. However, since March, we saw a significant spike in student interest in ChatGPT. We now believe it's having an impact on our new customer growth.The comments seemed to be the first time a company revealed that ChatGPT was having a major impact on its growth, and Wall Street was quick to reassess Chegg stock, a sign that there are likely to be more stock market victims of the new technology.Let's take a look at three other stocks that are potentially in ChatGPT's firing line.IMAGE SOURCE: GETTY IMAGES.1. AlphabetIt's no secret that ChatGPT has its sights set on Alphabet's Google Search.Microsoft, which has invested an estimated $13 billion in OpenAI, has already rolled out a new version of Bing, featuring ChatGPT-like capabilities, which it said gained market share in the March quarter. According to The New York Times, Alphabet called a \"code red\" in response to ChatGPT's release as well, and founders Larry Page and Sergey Brin have come out of retirement to pitch in on strategy to help the company fight back against the new threat.The tech giant has launched its own AI-powered chatbot called Bard. However, public opinion seems to have cast it as an also-ran next to ChatGPT. Alphabet CEO Sundar Pichai has said a better large language model (LLM) was coming to Bard to improve its results, admitting of Bard's launch, \"I feel like we took a souped-up Civic and kind of put it in a race with more powerful cars.\"While much of the investor attention has been focused on the new battle between Google and Bing in search, it's worth recognizing that ChatGPT is, in and of itself, a direct threat to Google, as it can give clear answers for many of Google's most popular search verticals like recipes, travel itineraries, home improvement tips, and medical advice.Alphabet's first-quarter earnings report didn't give any indication that it was losing market share to Bing or ChatGPT, but the threat from the new chatbot is clear, as Alphabet's own response makes evident.2. LegalZoomOf the many industries under threat from ChatGPT and generative AI, the legal industry seems to be one of the biggest.Already, some pundits are forecasting significant disruptions in the legal industry, especially in areas like contracts and research, as the chatbot can write and assist with legal contracts and can digest large amounts of information and summarize it clearly for a legal brief. ChatGPT has also passed the bar exam, showing it has the knowledge and understanding necessary to be a lawyer.If the generative AI tech gains adoption inside the legal industry or with those who would typically pay for help with a contract or a small legal matter, one company at risk is LegalZoom, a tech platform that helps people with low-level legal matters like business formations, estate planning, patent applications, and others.LegalZoom hasn't yet reported first-quarter earnings, but the market seems to believe that the news from Chegg could hold implications for it, as the stock fell as much as 8% on Tuesday, even though there was no related news.3. DuolingoAnother education stock that could get steamrolled by ChatGPT is Duolingo, the popular language-learning app. Some language learners have raved about ChatGPT's capabilities, as the AI technology can guide users in areas like vocabulary, grammar, conversation, and reading comprehension.Seemingly aware of the threat from ChatGPT, Duolingo has already integrated the GPT-4 LLM into its new program, Duolingo Max, a subscription tier above Super Duolingo. Duolingo also said it's been working closely with OpenAI for months on the product, which launched in March.Like most other service providers threatened by ChatGPT, the test for Duolingo will be if customers prefer to pay it for a neatly packaged product featuring ChatGPT technology, or if they'd rather go straight to the source and learn directly from ChatGPT for free, which could require more work from the user. Duolingo is also set to report earnings next week, and like LegalZoom, investors seem to fear it could be exposed to the same risk as Chegg, as the stock fell as much as 10% on Tuesday.As the market's response to the Chegg update shows, the fallout from the impact of the new AI chatbot is likely only just beginning. Investors should be wary of these three stocks and any others already threatened by the new generative AI.","news_type":1},"isVote":1,"tweetType":1,"viewCount":371,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941578808,"gmtCreate":1680497245105,"gmtModify":1680497249110,"author":{"id":"3582192196234738","authorId":"3582192196234738","name":"Penthon","avatar":"https://static.tigerbbs.com/5f9fe77bd547ced80b3a9f115de46ca8","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582192196234738","authorIdStr":"3582192196234738"},"themes":[],"htmlText":"Up","listText":"Up","text":"Up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941578808","repostId":"1145499771","repostType":2,"repost":{"id":"1145499771","kind":"news","pubTimestamp":1680493500,"share":"https://ttm.financial/m/news/1145499771?lang=&edition=fundamental","pubTime":"2023-04-03 11:45","market":"fut","language":"en","title":"OPEC Cuts Nearly 1.2 Million Barrels Per Day, WTI Oil Surges Higher: Winners And Losers","url":"https://stock-news.laohu8.com/highlight/detail?id=1145499771","media":"Seeking Alpha","summary":"SummaryOPEC+ shocked markets by announcing a surprise cut of nearly 1.2 million barrels per day.The ","content":"<html><head></head><body><h2 style=\"text-align: left;\">Summary</h2><ul><li><p>OPEC+ shocked markets by announcing a surprise cut of nearly 1.2 million barrels per day.</p></li><li><p>The motive? Profit. While paying lip service to recession risk, the move is designed to restrict the supply of oil before the busy summer travel season.</p></li><li><p>This comes amidst an ongoing chess match between the Biden administration and the Kingdom of Saudi Arabia.</p></li><li><p>A Financial Times report suggests that the Biden administration angered Saudi Arabia by declining to refill the Strategic Petroleum Reserve when crude oil prices were low, so the Saudis decided to get some payback.</p></li><li><p>Oil prices are up 7% in the Asian session as of my writing this. We break down the winners and losers from the surprise move.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f3f2b3a8896a09d4b0dd0a2c5b816c49\" title=\"graphmaster/E+ via Getty Images\" tg-width=\"750\" tg-height=\"563\"/><span>graphmaster/E+ via Getty Images</span></p><p>Over the weekend, OPEC+ roiled markets with production cuts of over 1 million barrels per day. Led by Saudi Arabia, the move is designed to take roughly 1% of global oil production offline before the busy summer travel season. This follows a Goldman Sachs report last month that oil could top $107 per barrel by year-end. After the failure of Silicon Valley Bank, oil markets had plunged on widespread recession fears. But after a week of no new bad news in banking, the move sends a message to traders that if the US somehow escapes recession, a new inflation surge could be on the horizon with the Saudis signaling an attempt at cornering a large part of the oil market. WTI Crude oil is up about 7% to $81 as of my writing this on Sunday night.</p><h2 style=\"text-align: left;\">Winner: Warren Buffett</h2><p style=\"text-align: left;\">Warren Buffett made headlines for a series of purchases in shares of Occidental Petroleum (OXY) during the March panic. These now look extraordinarily well timed. <em>Bloomberg</em> reported that Buffett bought over $800 million in OXY shares during the March panic. With oil prices set to rocket higher again, Buffett is now looking at a paper profit in the nine-figure range. Not bad work if you can get it! Other big oil companies like Exxon Mobil (XOM), Chevron (CVX), ConocoPhillips (COP), and EOG Resources (EOG) are likely to rally off the news.</p><h2 style=\"text-align: left;\">Winner: Saudi Arabia</h2><p style=\"text-align: left;\">The surprise move to cut production comes after OPEC+ delegates this week signaled that they weren&#39;t likely to cut production. Of course, they then followed this up with big cuts to production less than 72 hours later. <em>Financial Times</em> reported that the Biden administration had previously promised the Saudis that they would refill the US Strategic Petroleum Reserve if prices fell into the 60s, but reneged on the promise. This apparently ticked the Saudis off quite a bit.</p><p style=\"text-align: left;\">From a purely game theory perspective, the Biden admin&#39;s gambit might have worked if the Saudis were unable to rally OPEC+ members to cut production in a short period of time. However, everyone on their end seems aligned and they were able to jam through the production cuts they wanted.</p><p style=\"text-align: left;\">This comes after a series of diplomatic incidents between the United States and the Kingdom of Saudi Arabia. For better or worse, gas prices serve as a report card on whoever is in office in the US for millions of voters. High gas prices stoke discontent, while low gas prices tend to favor the status quo. Historically, Saudi Arabia has shown a strong tendency to exploit voter tendencies in the US by raising and lowering production. That&#39;s why there&#39;s a long history of apparent deals to raise or lower oil prices before US elections. Politics led to the OPEC oil embargos in the 1970s that caused gas shortages in the US. This time around, an NYT report stated that the Saudis reportedly duped the Biden admin, cutting production right before the 2022 midterms after supposedly promising not to in a July 2022 presidential visit to Saudi Arabia.</p><p style=\"text-align: left;\">In contrast to most of continental Europe, Japan, and a few other first-world countries that lack oil significant resources of their own, the US economy at large is more or less neutral on oil. Higher oil prices mean more profits for producers but less money in consumers&#39; pockets. But for the Biden admin&#39;s perception among voters, higher gas prices are an unmitigated negative. The US economy could still come out OK with this if domestic production increases and takes market share from OPEC. But then there&#39;s always the threat that the Saudis turn around and flood the market with oil later, as they have repeatedly done in the past. The US called the most recent move by the Saudis and OPEC &#34;inadvisable.&#34; Messy stuff.</p><p style=\"text-align: left;\">Saudi Arabia looks like the winner here, and implicitly, for them to win means the Biden admin loses.</p><h2 style=\"text-align: left;\">Winner: EV Manufacturers</h2><p style=\"text-align: left;\">If gas prices face a continued spike, Tesla (TSLA) and other manufacturers are likely to see increased consumer interest in their products. In contrast, manufacturers that sell a lot of luxury SUVs and pickups are likely to see softer sales, especially in the face of a double whammy of higher rates and higher gas prices. Legacy manufacturers that produce both EV cars and ICE cars are likely to see fewer effects.</p><p style=\"text-align: left;\">The EV stock picture is more complicated because so many EV stocks carry absurd valuations– i.e. Tesla going up nearly 100% this year against declining earnings estimates. For their underlying businesses, however, high oil prices will be good.</p><h2 style=\"text-align: left;\">Loser: Airlines</h2><p style=\"text-align: left;\">Higher oil prices are toxic to airlines, which are counting on a big summer travel season to recoup losses from the pandemic and re-establish their financial position. The exact impact will depend on how long oil prices stay high, and whether the airline in question is partially or fully hedged for fuel. Airlines disclose fuel hedges in their public 10-Q filings, so that&#39;s the place to look for updated news. Recent headlines have shown that at least a few airlines have pared back hedging fuel in hopes that prices would fall further. It&#39;s worth monitoring trading American Airlines (AAL), JetBlue (JBLU), and Southwest Airlines (LUV) early this week to gauge the market reaction.</p><h2 style=\"text-align: left;\">Loser: Soft Landing Hopes</h2><p style=\"text-align: left;\">With heightened uncertainty over both growth and inflation, higher oil prices are the last thing the US and global economy need now. In the US, the most severe economic weakness so far is being seen in California, as evidenced by bank failures, rapidly falling property prices, and population outflows. Californians have long commutes, typically face the second-highest gas prices in the country behind Hawaii, and are seeing more pressure due to rising interest rates than less indebted peers. Higher gas prices are going to put a lot of pressure on the middle class there, and on the West Coast more broadly.</p><p style=\"text-align: left;\">The US is a bit of an outlier globally in terms of sensitivity to gas prices. Salaries are generally high, while fuel is cheap. Emerging markets are the worst in terms of sensitivity to higher energy prices, while Europe also is likely to be sharply affected due to the supply issues they were already having with energy due to the war. In general, higher oil prices are bad for hopes of lower inflation and higher growth.</p><h2 style=\"text-align: left;\">Bottom Line</h2><p style=\"text-align: left;\">While I get that bulls are excited stocks have rallied sharply, there&#39;s a lack of breadth in the market, with obnoxious speculative stocks up 50% to 100% this year, while the average stock is flat to down. The surprise cuts from OPEC+ are a reminder that inflation is far from conquered, while growth issues remain. The market likely will not be able to have it both ways. While we could see inflation fall sharply in a recession, the OPEC+ cuts virtually guarantee that if we don&#39;t get a recession in the near future, inflation is going to continue to be a significant problem.</p><p style=\"text-align: left;\">Editor&#39;s Note: This article covers one or more microcap stocks. Please be aware of the risks associated with these stocks.</p><p><a href=\"https://ttm.financial/NW/1126208396\" title=\"Also Read: Oil Prices Surge In Asia Trade Following Surprise OPEC+ Production Cut: These ETFs Could Draw Interest\" target=\"_blank\">Also Read: Oil Prices Surge In Asia Trade Following Surprise OPEC+ Production Cut: These ETFs Could Draw Interest</a></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>OPEC Cuts Nearly 1.2 Million Barrels Per Day, WTI Oil Surges Higher: Winners And Losers</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\">\nOPEC Cuts Nearly 1.2 Million Barrels Per Day, WTI Oil Surges Higher: Winners And Losers\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-03 11:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4591790-opec-cuts-wti-oil-surges-higher-winners-losers><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryOPEC+ shocked markets by announcing a surprise cut of nearly 1.2 million barrels per day.The motive? Profit. While paying lip service to recession risk, the move is designed to restrict the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4591790-opec-cuts-wti-oil-surges-higher-winners-losers\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://seekingalpha.com/article/4591790-opec-cuts-wti-oil-surges-higher-winners-losers","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1145499771","content_text":"SummaryOPEC+ shocked markets by announcing a surprise cut of nearly 1.2 million barrels per day.The motive? Profit. While paying lip service to recession risk, the move is designed to restrict the supply of oil before the busy summer travel season.This comes amidst an ongoing chess match between the Biden administration and the Kingdom of Saudi Arabia.A Financial Times report suggests that the Biden administration angered Saudi Arabia by declining to refill the Strategic Petroleum Reserve when crude oil prices were low, so the Saudis decided to get some payback.Oil prices are up 7% in the Asian session as of my writing this. We break down the winners and losers from the surprise move.graphmaster/E+ via Getty ImagesOver the weekend, OPEC+ roiled markets with production cuts of over 1 million barrels per day. Led by Saudi Arabia, the move is designed to take roughly 1% of global oil production offline before the busy summer travel season. This follows a Goldman Sachs report last month that oil could top $107 per barrel by year-end. After the failure of Silicon Valley Bank, oil markets had plunged on widespread recession fears. But after a week of no new bad news in banking, the move sends a message to traders that if the US somehow escapes recession, a new inflation surge could be on the horizon with the Saudis signaling an attempt at cornering a large part of the oil market. WTI Crude oil is up about 7% to $81 as of my writing this on Sunday night.Winner: Warren BuffettWarren Buffett made headlines for a series of purchases in shares of Occidental Petroleum (OXY) during the March panic. These now look extraordinarily well timed. Bloomberg reported that Buffett bought over $800 million in OXY shares during the March panic. With oil prices set to rocket higher again, Buffett is now looking at a paper profit in the nine-figure range. Not bad work if you can get it! Other big oil companies like Exxon Mobil (XOM), Chevron (CVX), ConocoPhillips (COP), and EOG Resources (EOG) are likely to rally off the news.Winner: Saudi ArabiaThe surprise move to cut production comes after OPEC+ delegates this week signaled that they weren't likely to cut production. Of course, they then followed this up with big cuts to production less than 72 hours later. Financial Times reported that the Biden administration had previously promised the Saudis that they would refill the US Strategic Petroleum Reserve if prices fell into the 60s, but reneged on the promise. This apparently ticked the Saudis off quite a bit.From a purely game theory perspective, the Biden admin's gambit might have worked if the Saudis were unable to rally OPEC+ members to cut production in a short period of time. However, everyone on their end seems aligned and they were able to jam through the production cuts they wanted.This comes after a series of diplomatic incidents between the United States and the Kingdom of Saudi Arabia. For better or worse, gas prices serve as a report card on whoever is in office in the US for millions of voters. High gas prices stoke discontent, while low gas prices tend to favor the status quo. Historically, Saudi Arabia has shown a strong tendency to exploit voter tendencies in the US by raising and lowering production. That's why there's a long history of apparent deals to raise or lower oil prices before US elections. Politics led to the OPEC oil embargos in the 1970s that caused gas shortages in the US. This time around, an NYT report stated that the Saudis reportedly duped the Biden admin, cutting production right before the 2022 midterms after supposedly promising not to in a July 2022 presidential visit to Saudi Arabia.In contrast to most of continental Europe, Japan, and a few other first-world countries that lack oil significant resources of their own, the US economy at large is more or less neutral on oil. Higher oil prices mean more profits for producers but less money in consumers' pockets. But for the Biden admin's perception among voters, higher gas prices are an unmitigated negative. The US economy could still come out OK with this if domestic production increases and takes market share from OPEC. But then there's always the threat that the Saudis turn around and flood the market with oil later, as they have repeatedly done in the past. The US called the most recent move by the Saudis and OPEC \"inadvisable.\" Messy stuff.Saudi Arabia looks like the winner here, and implicitly, for them to win means the Biden admin loses.Winner: EV ManufacturersIf gas prices face a continued spike, Tesla (TSLA) and other manufacturers are likely to see increased consumer interest in their products. In contrast, manufacturers that sell a lot of luxury SUVs and pickups are likely to see softer sales, especially in the face of a double whammy of higher rates and higher gas prices. Legacy manufacturers that produce both EV cars and ICE cars are likely to see fewer effects.The EV stock picture is more complicated because so many EV stocks carry absurd valuations– i.e. Tesla going up nearly 100% this year against declining earnings estimates. For their underlying businesses, however, high oil prices will be good.Loser: AirlinesHigher oil prices are toxic to airlines, which are counting on a big summer travel season to recoup losses from the pandemic and re-establish their financial position. The exact impact will depend on how long oil prices stay high, and whether the airline in question is partially or fully hedged for fuel. Airlines disclose fuel hedges in their public 10-Q filings, so that's the place to look for updated news. Recent headlines have shown that at least a few airlines have pared back hedging fuel in hopes that prices would fall further. It's worth monitoring trading American Airlines (AAL), JetBlue (JBLU), and Southwest Airlines (LUV) early this week to gauge the market reaction.Loser: Soft Landing HopesWith heightened uncertainty over both growth and inflation, higher oil prices are the last thing the US and global economy need now. In the US, the most severe economic weakness so far is being seen in California, as evidenced by bank failures, rapidly falling property prices, and population outflows. Californians have long commutes, typically face the second-highest gas prices in the country behind Hawaii, and are seeing more pressure due to rising interest rates than less indebted peers. Higher gas prices are going to put a lot of pressure on the middle class there, and on the West Coast more broadly.The US is a bit of an outlier globally in terms of sensitivity to gas prices. Salaries are generally high, while fuel is cheap. Emerging markets are the worst in terms of sensitivity to higher energy prices, while Europe also is likely to be sharply affected due to the supply issues they were already having with energy due to the war. In general, higher oil prices are bad for hopes of lower inflation and higher growth.Bottom LineWhile I get that bulls are excited stocks have rallied sharply, there's a lack of breadth in the market, with obnoxious speculative stocks up 50% to 100% this year, while the average stock is flat to down. The surprise cuts from OPEC+ are a reminder that inflation is far from conquered, while growth issues remain. The market likely will not be able to have it both ways. While we could see inflation fall sharply in a recession, the OPEC+ cuts virtually guarantee that if we don't get a recession in the near future, inflation is going to continue to be a significant problem.Editor's Note: This article covers one or more microcap stocks. Please be aware of the risks associated with these stocks.Also Read: Oil Prices Surge In Asia Trade Following Surprise OPEC+ Production Cut: These ETFs Could Draw Interest","news_type":1},"isVote":1,"tweetType":1,"viewCount":383,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941578198,"gmtCreate":1680497230615,"gmtModify":1680497234091,"author":{"id":"3582192196234738","authorId":"3582192196234738","name":"Penthon","avatar":"https://static.tigerbbs.com/5f9fe77bd547ced80b3a9f115de46ca8","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582192196234738","authorIdStr":"3582192196234738"},"themes":[],"htmlText":"Up","listText":"Up","text":"Up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941578198","repostId":"2324087350","repostType":2,"repost":{"id":"2324087350","kind":"news","pubTimestamp":1680474974,"share":"https://ttm.financial/m/news/2324087350?lang=&edition=fundamental","pubTime":"2023-04-03 06:36","market":"us","language":"en","title":"Tesla Deliveries Rise to Record After Slashing Prices on EVs","url":"https://stock-news.laohu8.com/highlight/detail?id=2324087350","media":"Bloomberg","summary":"Tesla cut prices across its lineup in January to boost salesTesla will have to pick up the pace for ","content":"<html><head></head><body><ul><li><p>Tesla cut prices across its lineup in January to boost sales</p></li><li><p>Tesla will have to pick up the pace for deliveries: Munster</p></li></ul><p>Tesla Inc. delivered 422,875 cars worldwide in the first quarter, setting a record after it cut prices to appeal to consumers buffetted by rising interest rates and faster inflation.</p><p style=\"text-align: start;\">The results, posted Sunday, compare with the 421,164 vehicles analysts surveyed by Bloomberg had expected would be shipped.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e49006a4dcd53afd6e1843ef301ac47c\" tg-width=\"950\" tg-height=\"551\"/></p><p></p><p>Austin, Texas-based Tesla has led the auto industry into battery powered cars. The company produced 440,808 vehicles during the quarter, more than the 432,513 analysts expected. On the last earnings call, Chief Executive Officer Elon Musk said Tesla aims to make 1.8 million to 2 million vehicles this year. </p><p style=\"text-align: start;\">“Tesla deliveries were inline with the consensus numbers, but it was a disappointment relative to some of the whisper numbers,” said Gene Munster, managing partner of Deepwater Asset Management. “They grew deliveries 36% from a year ago, but Musk’s comment on the last earnings call was for 50% delivery growth. They will have to pick up the pace for deliveries for the rest of the year.”</p><p>Tesla doesn’t break out sales by region, but the US and China are its largest markets. The overwhelming majority of sales were of the Model 3 sedan and Y crossover. </p><p>Tesla slashed prices early in the year to boost demand after fourth-quarter deliveries disappointed investors.</p><p style=\"text-align: start;\">“With everything going on in the macro environment, these are very good numbers,” said Ben Kallo of Robert W. Baird. “There are a lot of different consensus figures out there. People will switch very quickly from this number to talking about what the margins will be for the first quarter. There’s been a lot of focus on price cuts hurting margins.”</p><p>The company makes the Model S, X, 3 and Y models in Fremont, California. Its Shanghai factory produces the Model 3 and Y. Tesla also makes the Model Y at its plants in Austin and Berlin.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Deliveries Rise to Record After Slashing Prices on EVs</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 Deliveries Rise to Record After Slashing Prices on EVs\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-03 06:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-04-02/tesla-tsla-deliveries-rise-to-record-after-slashing-ev-prices><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla cut prices across its lineup in January to boost salesTesla will have to pick up the pace for deliveries: MunsterTesla Inc. delivered 422,875 cars worldwide in the first quarter, setting a ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-04-02/tesla-tsla-deliveries-rise-to-record-after-slashing-ev-prices\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4574":"无人驾驶","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4551":"寇图资本持仓","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1548497426.USD":"安联环球人工智能AT Acc","BK4581":"高盛持仓","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","BK4511":"特斯拉概念","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","BK4099":"汽车制造商","TSLA":"特斯拉","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4548":"巴美列捷福持仓","BK4585":"ETF&股票定投概念","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU0823411888.USD":"法巴消费创新基金 Cap","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0056508442.USD":"贝莱德世界科技基金A2","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4555":"新能源车","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU2063271972.USD":"富兰克林创新领域基金","BK4527":"明星科技股","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0823414478.USD":"法巴经典能源转换基金","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4550":"红杉资本持仓","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","BK4588":"碎股"},"source_url":"https://www.bloomberg.com/news/articles/2023-04-02/tesla-tsla-deliveries-rise-to-record-after-slashing-ev-prices","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2324087350","content_text":"Tesla cut prices across its lineup in January to boost salesTesla will have to pick up the pace for deliveries: MunsterTesla Inc. delivered 422,875 cars worldwide in the first quarter, setting a record after it cut prices to appeal to consumers buffetted by rising interest rates and faster inflation.The results, posted Sunday, compare with the 421,164 vehicles analysts surveyed by Bloomberg had expected would be shipped.Austin, Texas-based Tesla has led the auto industry into battery powered cars. The company produced 440,808 vehicles during the quarter, more than the 432,513 analysts expected. On the last earnings call, Chief Executive Officer Elon Musk said Tesla aims to make 1.8 million to 2 million vehicles this year. “Tesla deliveries were inline with the consensus numbers, but it was a disappointment relative to some of the whisper numbers,” said Gene Munster, managing partner of Deepwater Asset Management. “They grew deliveries 36% from a year ago, but Musk’s comment on the last earnings call was for 50% delivery growth. They will have to pick up the pace for deliveries for the rest of the year.”Tesla doesn’t break out sales by region, but the US and China are its largest markets. The overwhelming majority of sales were of the Model 3 sedan and Y crossover. Tesla slashed prices early in the year to boost demand after fourth-quarter deliveries disappointed investors.“With everything going on in the macro environment, these are very good numbers,” said Ben Kallo of Robert W. Baird. “There are a lot of different consensus figures out there. People will switch very quickly from this number to talking about what the margins will be for the first quarter. There’s been a lot of focus on price cuts hurting margins.”The company makes the Model S, X, 3 and Y models in Fremont, California. Its Shanghai factory produces the Model 3 and Y. Tesla also makes the Model Y at its plants in Austin and Berlin.","news_type":1},"isVote":1,"tweetType":1,"viewCount":391,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941647425,"gmtCreate":1680234873270,"gmtModify":1680234877049,"author":{"id":"3582192196234738","authorId":"3582192196234738","name":"Penthon","avatar":"https://static.tigerbbs.com/5f9fe77bd547ced80b3a9f115de46ca8","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582192196234738","authorIdStr":"3582192196234738"},"themes":[],"htmlText":"Up","listText":"Up","text":"Up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941647425","repostId":"1112288458","repostType":4,"repost":{"id":"1112288458","kind":"news","pubTimestamp":1680231503,"share":"https://ttm.financial/m/news/1112288458?lang=&edition=fundamental","pubTime":"2023-03-31 10:58","market":"hk","language":"en","title":"Alibaba, JD.com Lead Tech Winners: Hong Kong Stocks Log Best Run Since January","url":"https://stock-news.laohu8.com/highlight/detail?id=1112288458","media":"South China Morning Post","summary":"Official data showed Chinese manufacturing expanded in March, beating market consensus; services ind","content":"<html><head></head><body><ul><li><p>Official data showed Chinese manufacturing expanded in March, beating market consensus; services index accelerated this month</p></li><li><p>Upbeat sentiment around Alibaba Group’s business reorganisation continues to fuel a rally among Chinese tech peers</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/df38396215c39013acc369dfe1053dfb\" alt=\"A man uses his phone in A man uses his phone in front of a screen displaying the Hang Seng Index in March 2022. Photo: AFPfront of a screen displaying the Hang Seng Index in March 2022. Photo: AFP\" title=\"A man uses his phone in A man uses his phone in front of a screen displaying the Hang Seng Index in March 2022. Photo: AFPfront of a screen displaying the Hang Seng Index in March 2022. Photo: AFP\" tg-width=\"1098\" tg-height=\"732\"/><span>A man uses his phone in A man uses his phone in front of a screen displaying the Hang Seng Index in March 2022. Photo: AFPfront of a screen displaying the Hang Seng Index in March 2022. Photo: AFP</span></p><p>Hong Kong stocks were headed for a third straight week of gains after a government report showed manufacturing in China grew more than expected, underpinning bets on recovery momentum. Alibaba Group logged its best week in three months.</p><p>The Hang Seng rose 1.1 per cent to 20,535.12 at 10.55am local time, taking the advance this week to 3.6 per cent. The Tech Index jumped 0.8 per cent while the Shanghai Composite added 0.3 per cent.</p><p>Alibaba strengthened 4 per cent to HK$100.80 and JD.com surged 6.8 per cent to HK$174.30 while Meituan rose 3 per cent to HK$146.20. Tencent gained 0.7 per cent to HK$387.80. EV maker BYD climbed 2.2 per cent to HK$230.20.</p><p>China’s official PMI manufacturing index dropped to 51.9 in March versus 52.6 in February, the statistics bureau said in Beijing on Friday. Still, the reading exceeded the median forecast of 51.5 among economists tracked by Bloomberg. The services index rose to 58.2 from 56.3, versus consensus of 55. Readings above 50 indicate expansion.</p><p>The Hang Seng has risen 6.5 per cent in a three-week surge in the market’s best winning streak since January.</p><p>Alibaba, the owner of this newspaper, has rallied 20 per cent this week, the most since the week ending January 6. Investors chased the stock after its March 28 plan to split the tech empire into six key operating units as co-founder Jack Ma returned to mainland China. The developments boosted the group’s market value by US$45 billion in Hong Kong and New York combined.</p><p>Two companies started trading today. X-ray technology company Wuxi Unicomp Technology surged 36 per cent to 207 yuan in Shanghai. Plastic manufacturer China Treasures New Materials fell 39 per cent to HK$0.64 in Hong Kong, while digital marketing service provider Powerwin Tech Group added 10 per cent to HK$0.77.</p><p>Elsewhere, key Asian markets advanced. Japan’s Nikkei 225 Index added 0.9 per cent, Australia’s S&amp;P ASX 200 gained 0.7 per cent while South Korea’s Kospi Index rose 0.9 per cent.</p></body></html>","source":"lsy1600132093512","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba, JD.com Lead Tech Winners: Hong Kong Stocks Log Best Run Since January</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba, JD.com Lead Tech Winners: Hong Kong Stocks Log Best Run Since January\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-31 10:58 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.scmp.com/business/china-business/article/3215492/hong-kong-stocks-log-best-run-january-china-manufacturing-surprise-alibaba-jdcom-lead-tech-winners><strong>South China Morning Post</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Official data showed Chinese manufacturing expanded in March, beating market consensus; services index accelerated this monthUpbeat sentiment around Alibaba Group’s business reorganisation continues ...</p>\n\n<a href=\"https://www.scmp.com/business/china-business/article/3215492/hong-kong-stocks-log-best-run-january-china-manufacturing-surprise-alibaba-jdcom-lead-tech-winners\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HSI":"恒生指数","HSTECH":"恒生科技指数","HSCEI":"国企指数"},"source_url":"https://www.scmp.com/business/china-business/article/3215492/hong-kong-stocks-log-best-run-january-china-manufacturing-surprise-alibaba-jdcom-lead-tech-winners","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112288458","content_text":"Official data showed Chinese manufacturing expanded in March, beating market consensus; services index accelerated this monthUpbeat sentiment around Alibaba Group’s business reorganisation continues to fuel a rally among Chinese tech peersA man uses his phone in A man uses his phone in front of a screen displaying the Hang Seng Index in March 2022. Photo: AFPfront of a screen displaying the Hang Seng Index in March 2022. Photo: AFPHong Kong stocks were headed for a third straight week of gains after a government report showed manufacturing in China grew more than expected, underpinning bets on recovery momentum. Alibaba Group logged its best week in three months.The Hang Seng rose 1.1 per cent to 20,535.12 at 10.55am local time, taking the advance this week to 3.6 per cent. The Tech Index jumped 0.8 per cent while the Shanghai Composite added 0.3 per cent.Alibaba strengthened 4 per cent to HK$100.80 and JD.com surged 6.8 per cent to HK$174.30 while Meituan rose 3 per cent to HK$146.20. Tencent gained 0.7 per cent to HK$387.80. EV maker BYD climbed 2.2 per cent to HK$230.20.China’s official PMI manufacturing index dropped to 51.9 in March versus 52.6 in February, the statistics bureau said in Beijing on Friday. Still, the reading exceeded the median forecast of 51.5 among economists tracked by Bloomberg. The services index rose to 58.2 from 56.3, versus consensus of 55. Readings above 50 indicate expansion.The Hang Seng has risen 6.5 per cent in a three-week surge in the market’s best winning streak since January.Alibaba, the owner of this newspaper, has rallied 20 per cent this week, the most since the week ending January 6. Investors chased the stock after its March 28 plan to split the tech empire into six key operating units as co-founder Jack Ma returned to mainland China. The developments boosted the group’s market value by US$45 billion in Hong Kong and New York combined.Two companies started trading today. X-ray technology company Wuxi Unicomp Technology surged 36 per cent to 207 yuan in Shanghai. Plastic manufacturer China Treasures New Materials fell 39 per cent to HK$0.64 in Hong Kong, while digital marketing service provider Powerwin Tech Group added 10 per cent to HK$0.77.Elsewhere, key Asian markets advanced. Japan’s Nikkei 225 Index added 0.9 per cent, Australia’s S&P ASX 200 gained 0.7 per cent while South Korea’s Kospi Index rose 0.9 per cent.","news_type":1},"isVote":1,"tweetType":1,"viewCount":600,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941625850,"gmtCreate":1680217307671,"gmtModify":1680217311308,"author":{"id":"3582192196234738","authorId":"3582192196234738","name":"Penthon","avatar":"https://static.tigerbbs.com/5f9fe77bd547ced80b3a9f115de46ca8","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582192196234738","authorIdStr":"3582192196234738"},"themes":[],"htmlText":"Up","listText":"Up","text":"Up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941625850","repostId":"2323760998","repostType":2,"isVote":1,"tweetType":1,"viewCount":345,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941165882,"gmtCreate":1680061274046,"gmtModify":1680061278112,"author":{"id":"3582192196234738","authorId":"3582192196234738","name":"Penthon","avatar":"https://static.tigerbbs.com/5f9fe77bd547ced80b3a9f115de46ca8","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582192196234738","authorIdStr":"3582192196234738"},"themes":[],"htmlText":"Just a lifecycle&nbsp;","listText":"Just a lifecycle&nbsp;","text":"Just a lifecycle","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941165882","repostId":"1176079286","repostType":2,"repost":{"id":"1176079286","kind":"news","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":1,"media_name":"Dow Jones","id":"1012688067","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1680056727,"share":"https://ttm.financial/m/news/1176079286?lang=&edition=fundamental","pubTime":"2023-03-29 10:25","market":"us","language":"en","title":"Micron Just Released an Objectively Horrible Earnings Report. Why Is the Stock Not Falling?","url":"https://stock-news.laohu8.com/highlight/detail?id=1176079286","media":"Dow Jones","summary":"After the biggest loss in the memory-chip company’s history and its worst gross margin since the dot","content":"<html><head></head><body><p>After the biggest loss in the memory-chip company’s history and its worst gross margin since the dot-com bust, investors are betting that Micron has hit bottom</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3034a62dd28d038e4c9b33865e28c453\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"/><span>Micron Technology Inc. reported the largest quarterly loss in its history Tuesday.</span></p><p>Micron Technology Inc. just reported its worst quarter in history, revealing more than $2 billion in losses in three months and its worst gross margin since the dot-com bust.</p><p>Yet when the extended trading session ended Tuesday, Micron shares were up 1.2%.</p><p>So what the heck just happened?</p><p>The answer to that may actually lie in just how bad the quarter was. As Citi Research analyst Christopher Danely pointed out ahead of the earnings report, the last time Micron’s gross margin was this bad — the chip maker spent more than $1.30 for every $1 worth of product it sold in the most recent quarter — it marked the bottom of a similar swoon during the 2008-’09 financial crisis.</p><p>The horrible numbers suggest that this could be the bottom again, and Micron executives leaned in to that message with their prepared remarks and discussions with analysts. Micron Chief Executive Sanjay Mehrotra said that inventory issues — which have taken flight as electronics manufacturers and other tech companies have stopped buying — “peaked” in the quarter, while taking a $1.43 billion write-down on inventory and predicting another $500 million will need to be written off in the current quarter.</p><p>“We are seeing that customer inventories are improving, while still elevated, but in aggregate, customer inventories are improving,” Mehrotra told analysts. “And we do expect that the volume of shipments both for DRAM [dynamic random access memory] and NAND [flash] will continue to increase on a sequential basis from here on.”</p><p>One of the most important comments from the Micron CEO was about the data-center segment, where Mehrotra said he expects to see revenue growth again in the next fiscal quarter and that customer inventories should reach “relatively healthy levels” by the end of the calendar year.</p><p>Micron did note that market conditions remain “extremely challenging” but that it expects DRAM and bit shipments will continue to increase, and supply demand balance will gradually improve for the rest of this calendar year.</p><p>The memory-chip maker said on the call that the underutilization of its factories was probably at the lowest levels in company history, which prompted one analyst to ask why they were still manufacturing product, if they were writing down such large quantities. Micron’s Chief Financial Officer Mark Murphy said that the company minimized the build of some of its products, which it can finish later, so that it can maximize the cash benefits of reducing some of its manufacturing.</p><p>ISI Evercore analyst C.J. Muse said that the report from Micron was “pretty much as expected,” which just shows that as bad as the earnings report was, Wall Street was prepared. Even so, some semiconductor-industry investors voiced their skepticism on Twitter about Micron executives’ upbeat tone as they reported such horrendous numbers.</p><p>Fred Hickey, editor of the High Tech Strategist, went on to note that a semiconductor-industry research company in Taiwan called TrendForce noted that average selling prices of DRAM dropped 20% in the first quarter and predicted ASPs will still fall another 10%-15%. Micron’s third-quarter guidance was not great, as it called for another negative gross margin and continuing losses, even as executives promised a turnaround was coming.</p><p>While Micron has proven to Wall Street in the past that it knows how to manage the ups and downs of a major semiconductor cycle, its commentary seemed disconnected with its results. Investors are betting on that commentary suggesting a strong rebound in the latter half of the year and into next year — but if Mehrotra &amp; Co. are wrong about the bottom of the cycle, then the stock plunge they are currently avoiding will only return in even grander fashion then.</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>Micron Just Released an Objectively Horrible Earnings Report. Why Is the Stock Not Falling?</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\">\nMicron Just Released an Objectively Horrible Earnings Report. Why Is the Stock Not Falling?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1012688067\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-03-29 10:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>After the biggest loss in the memory-chip company’s history and its worst gross margin since the dot-com bust, investors are betting that Micron has hit bottom</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3034a62dd28d038e4c9b33865e28c453\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"/><span>Micron Technology Inc. reported the largest quarterly loss in its history Tuesday.</span></p><p>Micron Technology Inc. just reported its worst quarter in history, revealing more than $2 billion in losses in three months and its worst gross margin since the dot-com bust.</p><p>Yet when the extended trading session ended Tuesday, Micron shares were up 1.2%.</p><p>So what the heck just happened?</p><p>The answer to that may actually lie in just how bad the quarter was. As Citi Research analyst Christopher Danely pointed out ahead of the earnings report, the last time Micron’s gross margin was this bad — the chip maker spent more than $1.30 for every $1 worth of product it sold in the most recent quarter — it marked the bottom of a similar swoon during the 2008-’09 financial crisis.</p><p>The horrible numbers suggest that this could be the bottom again, and Micron executives leaned in to that message with their prepared remarks and discussions with analysts. Micron Chief Executive Sanjay Mehrotra said that inventory issues — which have taken flight as electronics manufacturers and other tech companies have stopped buying — “peaked” in the quarter, while taking a $1.43 billion write-down on inventory and predicting another $500 million will need to be written off in the current quarter.</p><p>“We are seeing that customer inventories are improving, while still elevated, but in aggregate, customer inventories are improving,” Mehrotra told analysts. “And we do expect that the volume of shipments both for DRAM [dynamic random access memory] and NAND [flash] will continue to increase on a sequential basis from here on.”</p><p>One of the most important comments from the Micron CEO was about the data-center segment, where Mehrotra said he expects to see revenue growth again in the next fiscal quarter and that customer inventories should reach “relatively healthy levels” by the end of the calendar year.</p><p>Micron did note that market conditions remain “extremely challenging” but that it expects DRAM and bit shipments will continue to increase, and supply demand balance will gradually improve for the rest of this calendar year.</p><p>The memory-chip maker said on the call that the underutilization of its factories was probably at the lowest levels in company history, which prompted one analyst to ask why they were still manufacturing product, if they were writing down such large quantities. Micron’s Chief Financial Officer Mark Murphy said that the company minimized the build of some of its products, which it can finish later, so that it can maximize the cash benefits of reducing some of its manufacturing.</p><p>ISI Evercore analyst C.J. Muse said that the report from Micron was “pretty much as expected,” which just shows that as bad as the earnings report was, Wall Street was prepared. Even so, some semiconductor-industry investors voiced their skepticism on Twitter about Micron executives’ upbeat tone as they reported such horrendous numbers.</p><p>Fred Hickey, editor of the High Tech Strategist, went on to note that a semiconductor-industry research company in Taiwan called TrendForce noted that average selling prices of DRAM dropped 20% in the first quarter and predicted ASPs will still fall another 10%-15%. Micron’s third-quarter guidance was not great, as it called for another negative gross margin and continuing losses, even as executives promised a turnaround was coming.</p><p>While Micron has proven to Wall Street in the past that it knows how to manage the ups and downs of a major semiconductor cycle, its commentary seemed disconnected with its results. Investors are betting on that commentary suggesting a strong rebound in the latter half of the year and into next year — but if Mehrotra &amp; Co. are wrong about the bottom of the cycle, then the stock plunge they are currently avoiding will only return in even grander fashion then.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MU":"美光科技"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176079286","content_text":"After the biggest loss in the memory-chip company’s history and its worst gross margin since the dot-com bust, investors are betting that Micron has hit bottomMicron Technology Inc. reported the largest quarterly loss in its history Tuesday.Micron Technology Inc. just reported its worst quarter in history, revealing more than $2 billion in losses in three months and its worst gross margin since the dot-com bust.Yet when the extended trading session ended Tuesday, Micron shares were up 1.2%.So what the heck just happened?The answer to that may actually lie in just how bad the quarter was. As Citi Research analyst Christopher Danely pointed out ahead of the earnings report, the last time Micron’s gross margin was this bad — the chip maker spent more than $1.30 for every $1 worth of product it sold in the most recent quarter — it marked the bottom of a similar swoon during the 2008-’09 financial crisis.The horrible numbers suggest that this could be the bottom again, and Micron executives leaned in to that message with their prepared remarks and discussions with analysts. Micron Chief Executive Sanjay Mehrotra said that inventory issues — which have taken flight as electronics manufacturers and other tech companies have stopped buying — “peaked” in the quarter, while taking a $1.43 billion write-down on inventory and predicting another $500 million will need to be written off in the current quarter.“We are seeing that customer inventories are improving, while still elevated, but in aggregate, customer inventories are improving,” Mehrotra told analysts. “And we do expect that the volume of shipments both for DRAM [dynamic random access memory] and NAND [flash] will continue to increase on a sequential basis from here on.”One of the most important comments from the Micron CEO was about the data-center segment, where Mehrotra said he expects to see revenue growth again in the next fiscal quarter and that customer inventories should reach “relatively healthy levels” by the end of the calendar year.Micron did note that market conditions remain “extremely challenging” but that it expects DRAM and bit shipments will continue to increase, and supply demand balance will gradually improve for the rest of this calendar year.The memory-chip maker said on the call that the underutilization of its factories was probably at the lowest levels in company history, which prompted one analyst to ask why they were still manufacturing product, if they were writing down such large quantities. Micron’s Chief Financial Officer Mark Murphy said that the company minimized the build of some of its products, which it can finish later, so that it can maximize the cash benefits of reducing some of its manufacturing.ISI Evercore analyst C.J. Muse said that the report from Micron was “pretty much as expected,” which just shows that as bad as the earnings report was, Wall Street was prepared. Even so, some semiconductor-industry investors voiced their skepticism on Twitter about Micron executives’ upbeat tone as they reported such horrendous numbers.Fred Hickey, editor of the High Tech Strategist, went on to note that a semiconductor-industry research company in Taiwan called TrendForce noted that average selling prices of DRAM dropped 20% in the first quarter and predicted ASPs will still fall another 10%-15%. Micron’s third-quarter guidance was not great, as it called for another negative gross margin and continuing losses, even as executives promised a turnaround was coming.While Micron has proven to Wall Street in the past that it knows how to manage the ups and downs of a major semiconductor cycle, its commentary seemed disconnected with its results. Investors are betting on that commentary suggesting a strong rebound in the latter half of the year and into next year — but if Mehrotra & Co. are wrong about the bottom of the cycle, then the stock plunge they are currently avoiding will only return in even grander fashion then.","news_type":1},"isVote":1,"tweetType":1,"viewCount":250,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941162743,"gmtCreate":1680061206183,"gmtModify":1680061210021,"author":{"id":"3582192196234738","authorId":"3582192196234738","name":"Penthon","avatar":"https://static.tigerbbs.com/5f9fe77bd547ced80b3a9f115de46ca8","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582192196234738","authorIdStr":"3582192196234738"},"themes":[],"htmlText":"Up","listText":"Up","text":"Up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941162743","repostId":"2323291290","repostType":2,"repost":{"id":"2323291290","kind":"highlight","pubTimestamp":1680057617,"share":"https://ttm.financial/m/news/2323291290?lang=&edition=fundamental","pubTime":"2023-03-29 10:40","market":"hk","language":"en","title":"Alibaba’s Breakup Shows Global Tech Firms How to Unlock Value","url":"https://stock-news.laohu8.com/highlight/detail?id=2323291290","media":"Bloomberg","summary":"ADRs soar on plan to split off units into standalone companiesUS tech giants also face higher scruti","content":"<html><head></head><body><ul><li><p>ADRs soar on plan to split off units into standalone companies</p></li><li><p>US tech giants also face higher scrutiny, calls for partitions</p></li></ul><p>A plan to split Alibaba Group Holding Ltd. into six units sent the company’s stock soaring Tuesday while introducing a potential model for global tech giants facing mounting breakup pressures. </p><p>Alibaba’s American depositary receipts climbed as much as 14.3% on Tuesday, its best performance since June, after the company announced a plan to separate its $255 billion empire into divisions that will raise funds individually and eventually explore initial public offerings. </p><p>The move appears designed to appease Chinese regulators after a yearslong crackdown on the nation’s tech giants and could serve as a blueprint for similar firms.</p><p>“This is a game changer in terms of raising the expectations for other companies,” said Tom Masi, portfolio manager at GW&amp;K Investment Management. “If it is consistent with the direction that the government wants them to go in and shareholders respond positively, other companies are likely to pursue the same path.”</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/711c602550865c111954d27db501a827\" alt=\"Alibaba Breaks Out on Breakup Plan | Shares jump to highest in a month after overhaul news\" title=\"Alibaba Breaks Out on Breakup Plan | Shares jump to highest in a month after overhaul news\" tg-width=\"930\" tg-height=\"523\"/><span>Alibaba Breaks Out on Breakup Plan | Shares jump to highest in a month after overhaul news</span></p><p>Tencent Holdings Ltd. is probably the most obvious candidate because it has so many entities that could be standalone units, Masi said. Its US-traded shares rose as much as 8% Tuesday. Online retailer JD.com Inc., which is planning to list its shipping unit, and Baidu Inc., which has businesses ranging from online search to autonomous vehicles, both climbed around 5%. </p><p>The market’s enthusiasm for Alibaba’s strategy is notable since the company has been trading at a steep discount to the sum of its parts, Morgan Stanley analyst Gary Yu wrote in a note on Tuesday.</p><p>“The headline P/E is effectively implying zero value to Alibaba’s major consolidated subsidiaries and certain private and public equity investments,” he wrote.</p><p>While the ADRs are trading around $98, Morgan Stanley sees substantial potential upside as the market comes to appreciate the value of its business segments. Other sell-side analysts were similarly encouraged by the strategy. </p><h2>Shrinking Monopolies</h2><p>The breakup plan is in-line with China’s policy to reduce the monopolistic nature of tech giants, according to Bloomberg Intelligence analyst Marvin Chen. </p><p>“While China tech spinoffs are not uncommon, the move looks to be more encompassing, including core businesses, that may serve as a blueprint for the industry going forward,” he said.</p><p>The strategy may be a risk for companies that compete with the newly public firms. Purer plays in local consumer services and e-commerce sectors like Meituan, JD, PDD Holdings Inc. and <a href=\"https://laohu8.com/S/SE\">Sea Ltd</a>. could see reduced demand for their shares as investors move into the new standalone units, Bloomberg Intelligence analyst Catherine Lim wrote in a note Tuesday.</p><p>In addition, US tech giants like <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> Inc. and Amazon.com Inc. could be ripe for breakups due to privacy concerns and to unlock value in stock prices that are well off all-time highs, according to Jim Osman, founder of special situations research firm The Edge Consulting Group. </p><p>“This has changed the environment for looking at these big tech names that have been under pressure to do this,” he said.</p><p>If Amazon separates its cloud and subscription services units, the company could deliver a breakup value that’s 70% above its current share price, Osman said. Meta’s WhatsApp and Instagram businesses are also not being valued appropriately, he said. </p><p>Scrutiny of large technology firms in the US continues to gain traction in Washington. TikTok chief executive officer Shou Chew will appear before a House committee Thursday to respond to warnings from lawmakers about the risks poised by the platform that’s used by 150 million people in the US. </p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba’s Breakup Shows Global Tech Firms How to Unlock Value</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\">\nAlibaba’s Breakup Shows Global Tech Firms How to Unlock Value\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-29 10:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-03-28/alibaba-breakup-shows-global-tech-giants-a-way-to-unlock-value><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>ADRs soar on plan to split off units into standalone companiesUS tech giants also face higher scrutiny, calls for partitionsA plan to split Alibaba Group Holding Ltd. into six units sent the company’s...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-03-28/alibaba-breakup-shows-global-tech-giants-a-way-to-unlock-value\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4191":"家用电器","BK4585":"ETF&股票定投概念","09888":"百度集团-SW","BK4534":"瑞士信贷持仓","BABA":"阿里巴巴","TCEHY":"腾讯控股ADR","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","BK4007":"制药","BK4587":"ChatGPT概念","BK4575":"芯片概念","BK4558":"双十一","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","BK4524":"宅经济概念","BK4535":"淡马锡持仓","00700":"腾讯控股","BK4527":"明星科技股","BK4538":"云计算","JD":"京东","BK4588":"碎股","BK4526":"热门中概股","03690":"美团-W","LU0106831901.USD":"贝莱德世界金融基金A2","BK4122":"互联网与直销零售","BK4503":"景林资产持仓","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","LU1048596156.SGD":"Blackrock Asian Growth Leaders A2 SGD-H","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","BK4502":"阿里概念","LU0821914370.USD":"贝莱德亚洲成长领袖A2","BK4505":"高瓴资本持仓","LU1688375341.USD":"贝莱德中国灵活股票基金","BK4581":"高盛持仓","BK4504":"桥水持仓","LU0971096721.USD":"富达环球金融服务 A","BIDU":"百度","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","BK4548":"巴美列捷福持仓","BK4127":"投资银行业与经纪业","BK4565":"NFT概念","LU0651946864.USD":"贝莱德新兴市场股票收益A2","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","09618":"京东集团-SW","LU0098860793.USD":"FRANKLIN INCOME \"A\" INC","LU1051768304.USD":"贝莱德新兴市场股票收益A6","09988":"阿里巴巴-W","BK4539":"次新股","BK4554":"元宇宙及AR概念","LU0251143458.SGD":"Fidelity Emerging Markets A-SGD","LU1515016050.SGD":"Blackrock Emerging Markets Equity Income A6 SGD-H"},"source_url":"https://www.bloomberg.com/news/articles/2023-03-28/alibaba-breakup-shows-global-tech-giants-a-way-to-unlock-value","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2323291290","content_text":"ADRs soar on plan to split off units into standalone companiesUS tech giants also face higher scrutiny, calls for partitionsA plan to split Alibaba Group Holding Ltd. into six units sent the company’s stock soaring Tuesday while introducing a potential model for global tech giants facing mounting breakup pressures. Alibaba’s American depositary receipts climbed as much as 14.3% on Tuesday, its best performance since June, after the company announced a plan to separate its $255 billion empire into divisions that will raise funds individually and eventually explore initial public offerings. The move appears designed to appease Chinese regulators after a yearslong crackdown on the nation’s tech giants and could serve as a blueprint for similar firms.“This is a game changer in terms of raising the expectations for other companies,” said Tom Masi, portfolio manager at GW&K Investment Management. “If it is consistent with the direction that the government wants them to go in and shareholders respond positively, other companies are likely to pursue the same path.”Alibaba Breaks Out on Breakup Plan | Shares jump to highest in a month after overhaul newsTencent Holdings Ltd. is probably the most obvious candidate because it has so many entities that could be standalone units, Masi said. Its US-traded shares rose as much as 8% Tuesday. Online retailer JD.com Inc., which is planning to list its shipping unit, and Baidu Inc., which has businesses ranging from online search to autonomous vehicles, both climbed around 5%. The market’s enthusiasm for Alibaba’s strategy is notable since the company has been trading at a steep discount to the sum of its parts, Morgan Stanley analyst Gary Yu wrote in a note on Tuesday.“The headline P/E is effectively implying zero value to Alibaba’s major consolidated subsidiaries and certain private and public equity investments,” he wrote.While the ADRs are trading around $98, Morgan Stanley sees substantial potential upside as the market comes to appreciate the value of its business segments. Other sell-side analysts were similarly encouraged by the strategy. Shrinking MonopoliesThe breakup plan is in-line with China’s policy to reduce the monopolistic nature of tech giants, according to Bloomberg Intelligence analyst Marvin Chen. “While China tech spinoffs are not uncommon, the move looks to be more encompassing, including core businesses, that may serve as a blueprint for the industry going forward,” he said.The strategy may be a risk for companies that compete with the newly public firms. Purer plays in local consumer services and e-commerce sectors like Meituan, JD, PDD Holdings Inc. and Sea Ltd. could see reduced demand for their shares as investors move into the new standalone units, Bloomberg Intelligence analyst Catherine Lim wrote in a note Tuesday.In addition, US tech giants like Meta Platforms Inc. and Amazon.com Inc. could be ripe for breakups due to privacy concerns and to unlock value in stock prices that are well off all-time highs, according to Jim Osman, founder of special situations research firm The Edge Consulting Group. “This has changed the environment for looking at these big tech names that have been under pressure to do this,” he said.If Amazon separates its cloud and subscription services units, the company could deliver a breakup value that’s 70% above its current share price, Osman said. Meta’s WhatsApp and Instagram businesses are also not being valued appropriately, he said. Scrutiny of large technology firms in the US continues to gain traction in Washington. TikTok chief executive officer Shou Chew will appear before a House committee Thursday to respond to warnings from lawmakers about the risks poised by the platform that’s used by 150 million people in the US.","news_type":1},"isVote":1,"tweetType":1,"viewCount":311,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941181667,"gmtCreate":1680053554459,"gmtModify":1680053559156,"author":{"id":"3582192196234738","authorId":"3582192196234738","name":"Penthon","avatar":"https://static.tigerbbs.com/5f9fe77bd547ced80b3a9f115de46ca8","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582192196234738","authorIdStr":"3582192196234738"},"themes":[],"htmlText":"120&nbsp;first","listText":"120&nbsp;first","text":"120 first","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941181667","repostId":"2322570372","repostType":2,"repost":{"id":"2322570372","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":1680013269,"share":"https://ttm.financial/m/news/2322570372?lang=&edition=fundamental","pubTime":"2023-03-28 22:21","market":"us","language":"en","title":"How Alibaba's Six New Business Units Stack up","url":"https://stock-news.laohu8.com/highlight/detail?id=2322570372","media":"Reuters","summary":"(Reuters) - Chinese e-commerce giant Alibaba Group announced on Tuesday it will split into six busin","content":"<html><head></head><body><p>(Reuters) - Chinese e-commerce giant <a href=\"https://laohu8.com/S/BABA\">Alibaba Group</a> announced on Tuesday it will split into six business units, each with its own CEO and board of directors, and adopt a holding company management model, in the biggest revamp of its 24 year history.</p><p>Alibaba has long relied on e-commerce as its core business, with smaller divisions in sectors such as cloud computing and entertainment.</p><p>The company&#39;s CEO Daniel Zhang said the business units will each be free to pursue funding and IPOs independently, which points to a possible carving out in the future.</p><p>Below are the six divisions:</p><h3>TAOBAO TMALL COMMERCE GROUP</h3><p>The Taobao Tmall Commerce Group will cover Alibaba&#39;s domestic-facing e-commerce marketplaces, which make up over two-thirds of Alibaba&#39;s total revenue. Taobao and Tmall are China&#39;s dominant e-commerce marketplaces in China.</p><p>Despite the scale of Alibaba&#39;s e-commerce operations, growth in the business has slowed.</p><p>Last quarter, revenue in Alibaba&#39;s China Commerce category fell 1% year-on-year, reflecting maturation in China&#39;s overall e-commerce sector but also the impact of the country&#39;s COVID curbs, stiff competition from rivals, and slowing economic growth.</p><p>Taobao Tmall Commerce Group will remain wholly owned by Alibaba Group after the restructuring, the company said, even as the other units will be free to seek fundraisings and listings.</p><p>It will be led by Trudy Dai, a member of Alibaba&#39;s founding team. Dai was appointed to lead the domestic e-commerce businesses in December 2021 when the company reorganised its international and local e-commerce businesses.</p><h3>GLOBAL DIGITAL COMMERCE GROUP</h3><p>Alibaba&#39;s Global Digital Commerce Group includes its overseas e-commerce marketplaces such as Lazada, which serves Southeast Asia, and AliExpress, which has become popular in Russia, Latin America, and parts of Europe.</p><p>These platforms face fierce local competition in the markets they operate in outside of China and make up just 8% of Alibaba&#39;s total sales.</p><p>However, together with Alibaba&#39;s other overseas e-commerce platforms, they are some of the company&#39;s fastest-growing divisions.</p><p>After the restructuring, the group&#39;s CEO will be Jiang Fan who had been leading Alibaba&#39;s international e-commerce businesses since December 2021. Jiang previously oversaw the Taobao and Tmall businesses.</p><h3>CLOUD INTELLIGENCE GROUP</h3><p>Alibaba&#39;s Cloud Intelligence Group includes Aliyun, the company&#39;s cloud computing unit. The company is the dominant player in China&#39;s domestic cloud computing sector, with a 36% market share, according to research firm Canalys.</p><p>The division is also home to DAMO Academy, Alibaba&#39;s research arm for chips and artificial intelligence, as well as Dingtalk, the company&#39;s workplace messaging app.</p><p>Alibaba recently confirmed that DAMO has begun testing a ChatGPT-esque app that it plans to integrate with Dingtalk.</p><p>Daniel Zhang, current chairman and CEO of Alibaba Group, will serve as CEO of the Cloud Intelligence Group.</p><h3>LOCAL SERVICES GROUP</h3><p>This division includes food and grocery delivery services such as Alibaba&#39;s Ele.me app as well as Amap, its mapping app.</p><p>Alibaba competes with Hong Kong-listed Meituan in the country&#39;s cut-throat food delivery sector.</p><p>According to research firms CBNData and Trustdata, in 2021 Ele.me occupied 27% of China&#39;s food delivery market compared to 67% from Meituan.</p><p>Local services currently make up just 5% of Alibaba&#39;s total revenue.</p><p>Its CEO will be Yu Yongfu.</p><h3>CAINIAO SMART LOGISTICS</h3><p>Alibaba formed Cainiao in 2013 by making investments in a number of Chinese logistics companies.</p><p>The unit is now a major logistics provider in its own right in China, serving both Alibaba and third-party customers.</p><p>Cainiao makes up 7% of Alibaba&#39;s total revenue.</p><p>Wan Lin will continue as Cainiao&#39;s CEO, the company said.</p><h3>DIGITAL MEDIA AND ENTERTAINMENT GROUP</h3><p>Alibaba&#39;s Digital Media and Entertainment Group will house Youku, the company&#39;s YouTube-esque streaming video site, as well as Alibaba Pictures, its film production unit.</p><p>The latter division scored a victory in 2019 when &#34;Green Book,&#34; a road trip comedy movie it co-produced, won the Academy Award for Best Picture.</p><p>Its CEO will be Fan Luyuan.</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>How Alibaba's Six New Business Units Stack up</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\">\nHow Alibaba's Six New Business Units Stack up\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\">2023-03-28 22:21</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) - Chinese e-commerce giant <a href=\"https://laohu8.com/S/BABA\">Alibaba Group</a> announced on Tuesday it will split into six business units, each with its own CEO and board of directors, and adopt a holding company management model, in the biggest revamp of its 24 year history.</p><p>Alibaba has long relied on e-commerce as its core business, with smaller divisions in sectors such as cloud computing and entertainment.</p><p>The company&#39;s CEO Daniel Zhang said the business units will each be free to pursue funding and IPOs independently, which points to a possible carving out in the future.</p><p>Below are the six divisions:</p><h3>TAOBAO TMALL COMMERCE GROUP</h3><p>The Taobao Tmall Commerce Group will cover Alibaba&#39;s domestic-facing e-commerce marketplaces, which make up over two-thirds of Alibaba&#39;s total revenue. Taobao and Tmall are China&#39;s dominant e-commerce marketplaces in China.</p><p>Despite the scale of Alibaba&#39;s e-commerce operations, growth in the business has slowed.</p><p>Last quarter, revenue in Alibaba&#39;s China Commerce category fell 1% year-on-year, reflecting maturation in China&#39;s overall e-commerce sector but also the impact of the country&#39;s COVID curbs, stiff competition from rivals, and slowing economic growth.</p><p>Taobao Tmall Commerce Group will remain wholly owned by Alibaba Group after the restructuring, the company said, even as the other units will be free to seek fundraisings and listings.</p><p>It will be led by Trudy Dai, a member of Alibaba&#39;s founding team. Dai was appointed to lead the domestic e-commerce businesses in December 2021 when the company reorganised its international and local e-commerce businesses.</p><h3>GLOBAL DIGITAL COMMERCE GROUP</h3><p>Alibaba&#39;s Global Digital Commerce Group includes its overseas e-commerce marketplaces such as Lazada, which serves Southeast Asia, and AliExpress, which has become popular in Russia, Latin America, and parts of Europe.</p><p>These platforms face fierce local competition in the markets they operate in outside of China and make up just 8% of Alibaba&#39;s total sales.</p><p>However, together with Alibaba&#39;s other overseas e-commerce platforms, they are some of the company&#39;s fastest-growing divisions.</p><p>After the restructuring, the group&#39;s CEO will be Jiang Fan who had been leading Alibaba&#39;s international e-commerce businesses since December 2021. Jiang previously oversaw the Taobao and Tmall businesses.</p><h3>CLOUD INTELLIGENCE GROUP</h3><p>Alibaba&#39;s Cloud Intelligence Group includes Aliyun, the company&#39;s cloud computing unit. The company is the dominant player in China&#39;s domestic cloud computing sector, with a 36% market share, according to research firm Canalys.</p><p>The division is also home to DAMO Academy, Alibaba&#39;s research arm for chips and artificial intelligence, as well as Dingtalk, the company&#39;s workplace messaging app.</p><p>Alibaba recently confirmed that DAMO has begun testing a ChatGPT-esque app that it plans to integrate with Dingtalk.</p><p>Daniel Zhang, current chairman and CEO of Alibaba Group, will serve as CEO of the Cloud Intelligence Group.</p><h3>LOCAL SERVICES GROUP</h3><p>This division includes food and grocery delivery services such as Alibaba&#39;s Ele.me app as well as Amap, its mapping app.</p><p>Alibaba competes with Hong Kong-listed Meituan in the country&#39;s cut-throat food delivery sector.</p><p>According to research firms CBNData and Trustdata, in 2021 Ele.me occupied 27% of China&#39;s food delivery market compared to 67% from Meituan.</p><p>Local services currently make up just 5% of Alibaba&#39;s total revenue.</p><p>Its CEO will be Yu Yongfu.</p><h3>CAINIAO SMART LOGISTICS</h3><p>Alibaba formed Cainiao in 2013 by making investments in a number of Chinese logistics companies.</p><p>The unit is now a major logistics provider in its own right in China, serving both Alibaba and third-party customers.</p><p>Cainiao makes up 7% of Alibaba&#39;s total revenue.</p><p>Wan Lin will continue as Cainiao&#39;s CEO, the company said.</p><h3>DIGITAL MEDIA AND ENTERTAINMENT GROUP</h3><p>Alibaba&#39;s Digital Media and Entertainment Group will house Youku, the company&#39;s YouTube-esque streaming video site, as well as Alibaba Pictures, its film production unit.</p><p>The latter division scored a victory in 2019 when &#34;Green Book,&#34; a road trip comedy movie it co-produced, won the Academy Award for Best Picture.</p><p>Its CEO will be Fan Luyuan.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2322570372","content_text":"(Reuters) - Chinese e-commerce giant Alibaba Group announced on Tuesday it will split into six business units, each with its own CEO and board of directors, and adopt a holding company management model, in the biggest revamp of its 24 year history.Alibaba has long relied on e-commerce as its core business, with smaller divisions in sectors such as cloud computing and entertainment.The company's CEO Daniel Zhang said the business units will each be free to pursue funding and IPOs independently, which points to a possible carving out in the future.Below are the six divisions:TAOBAO TMALL COMMERCE GROUPThe Taobao Tmall Commerce Group will cover Alibaba's domestic-facing e-commerce marketplaces, which make up over two-thirds of Alibaba's total revenue. Taobao and Tmall are China's dominant e-commerce marketplaces in China.Despite the scale of Alibaba's e-commerce operations, growth in the business has slowed.Last quarter, revenue in Alibaba's China Commerce category fell 1% year-on-year, reflecting maturation in China's overall e-commerce sector but also the impact of the country's COVID curbs, stiff competition from rivals, and slowing economic growth.Taobao Tmall Commerce Group will remain wholly owned by Alibaba Group after the restructuring, the company said, even as the other units will be free to seek fundraisings and listings.It will be led by Trudy Dai, a member of Alibaba's founding team. Dai was appointed to lead the domestic e-commerce businesses in December 2021 when the company reorganised its international and local e-commerce businesses.GLOBAL DIGITAL COMMERCE GROUPAlibaba's Global Digital Commerce Group includes its overseas e-commerce marketplaces such as Lazada, which serves Southeast Asia, and AliExpress, which has become popular in Russia, Latin America, and parts of Europe.These platforms face fierce local competition in the markets they operate in outside of China and make up just 8% of Alibaba's total sales.However, together with Alibaba's other overseas e-commerce platforms, they are some of the company's fastest-growing divisions.After the restructuring, the group's CEO will be Jiang Fan who had been leading Alibaba's international e-commerce businesses since December 2021. Jiang previously oversaw the Taobao and Tmall businesses.CLOUD INTELLIGENCE GROUPAlibaba's Cloud Intelligence Group includes Aliyun, the company's cloud computing unit. The company is the dominant player in China's domestic cloud computing sector, with a 36% market share, according to research firm Canalys.The division is also home to DAMO Academy, Alibaba's research arm for chips and artificial intelligence, as well as Dingtalk, the company's workplace messaging app.Alibaba recently confirmed that DAMO has begun testing a ChatGPT-esque app that it plans to integrate with Dingtalk.Daniel Zhang, current chairman and CEO of Alibaba Group, will serve as CEO of the Cloud Intelligence Group.LOCAL SERVICES GROUPThis division includes food and grocery delivery services such as Alibaba's Ele.me app as well as Amap, its mapping app.Alibaba competes with Hong Kong-listed Meituan in the country's cut-throat food delivery sector.According to research firms CBNData and Trustdata, in 2021 Ele.me occupied 27% of China's food delivery market compared to 67% from Meituan.Local services currently make up just 5% of Alibaba's total revenue.Its CEO will be Yu Yongfu.CAINIAO SMART LOGISTICSAlibaba formed Cainiao in 2013 by making investments in a number of Chinese logistics companies.The unit is now a major logistics provider in its own right in China, serving both Alibaba and third-party customers.Cainiao makes up 7% of Alibaba's total revenue.Wan Lin will continue as Cainiao's CEO, the company said.DIGITAL MEDIA AND ENTERTAINMENT GROUPAlibaba's Digital Media and Entertainment Group will house Youku, the company's YouTube-esque streaming video site, as well as Alibaba Pictures, its film production unit.The latter division scored a victory in 2019 when \"Green Book,\" a road trip comedy movie it co-produced, won the Academy Award for Best Picture.Its CEO will be Fan Luyuan.","news_type":1},"isVote":1,"tweetType":1,"viewCount":285,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941040695,"gmtCreate":1679898689417,"gmtModify":1679898693538,"author":{"id":"3582192196234738","authorId":"3582192196234738","name":"Penthon","avatar":"https://static.tigerbbs.com/5f9fe77bd547ced80b3a9f115de46ca8","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582192196234738","authorIdStr":"3582192196234738"},"themes":[],"htmlText":"Up","listText":"Up","text":"Up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941040695","repostId":"9941028296","repostType":1,"repost":{"id":9941028296,"gmtCreate":1679886272216,"gmtModify":1679886606612,"author":{"id":"9000000000000695","authorId":"9000000000000695","name":"BaronLyly","avatar":"https://static.tigerbbs.com/2002537f0b7be973a9a9a72fea618459","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000695","authorIdStr":"9000000000000695"},"themes":[],"title":"TSLA is only big elephant in the room","htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> In the Chinese Market Tesla and BYD<a href=\"https://ttm.financial/S/01211\">$BYD COMPANY(01211)$</a> <a href=\"https://ttm.financial/S/BYDDY\">$BYD Co., Ltd.(BYDDY)$</a> have pretty much split the bulk of the EV Market down the middle with VWGN a distant third, although they are stronger through other parts of Europe. Tesla Needs to open a second Gigafactory in or near the Chinese Market to really take them by storm because it is the largest EV Market in the world with it's people WIDELY Accepting the concept of driving an EV at somewhere near 82% vs in the US where it may be as low as 26%. Tesla Really needs to focus on this market.TSLA's price cut is working great. BMW series 3s, 5s ,7s sales down so bad. MBZ series C, E, S do","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> In the Chinese Market Tesla and BYD<a href=\"https://ttm.financial/S/01211\">$BYD COMPANY(01211)$</a> <a href=\"https://ttm.financial/S/BYDDY\">$BYD Co., Ltd.(BYDDY)$</a> have pretty much split the bulk of the EV Market down the middle with VWGN a distant third, although they are stronger through other parts of Europe. Tesla Needs to open a second Gigafactory in or near the Chinese Market to really take them by storm because it is the largest EV Market in the world with it's people WIDELY Accepting the concept of driving an EV at somewhere near 82% vs in the US where it may be as low as 26%. Tesla Really needs to focus on this market.TSLA's price cut is working great. BMW series 3s, 5s ,7s sales down so bad. MBZ series C, E, S do","text":"$Tesla Motors(TSLA)$ In the Chinese Market Tesla and BYD$BYD COMPANY(01211)$ $BYD Co., Ltd.(BYDDY)$ have pretty much split the bulk of the EV Market down the middle with VWGN a distant third, although they are stronger through other parts of Europe. Tesla Needs to open a second Gigafactory in or near the Chinese Market to really take them by storm because it is the largest EV Market in the world with it's people WIDELY Accepting the concept of driving an EV at somewhere near 82% vs in the US where it may be as low as 26%. Tesla Really needs to focus on this market.TSLA's price cut is working great. BMW series 3s, 5s ,7s sales down so bad. MBZ series C, E, S do","images":[{"img":"https://community-static.tradeup.com/news/4872e30dff349de8d86fd9caf9d8e1c7","width":"-1","height":"-1"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941028296","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":385,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941063427,"gmtCreate":1679879179870,"gmtModify":1679879183641,"author":{"id":"3582192196234738","authorId":"3582192196234738","name":"Penthon","avatar":"https://static.tigerbbs.com/5f9fe77bd547ced80b3a9f115de46ca8","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582192196234738","authorIdStr":"3582192196234738"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941063427","repostId":"1130445468","repostType":2,"repost":{"id":"1130445468","kind":"news","pubTimestamp":1679872311,"share":"https://ttm.financial/m/news/1130445468?lang=&edition=fundamental","pubTime":"2023-03-27 07:11","market":"us","language":"en","title":"First Citizens Said to Near Deal for Silicon Valley Bank","url":"https://stock-news.laohu8.com/highlight/detail?id=1130445468","media":"Bloomberg","summary":"First Citizens Banc Shares Inc.is in advanced talks to acquire Silicon Valley Bank after its collaps","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/405d9ef2c04e644e732d805db67fd0f3\" tg-width=\"800\" tg-height=\"532\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>First Citizens Banc Shares Inc.is in advanced talks to acquire Silicon Valley Bank after its collapse earlier this month, according to people familiar with the matter.</p><p>First Citizens could reach a deal as soon as Sunday to acquire Silicon Valley Bank from the Federal Deposit Insurance Corp., said the people, who asked to not be identified because the matter isn’t public. No final decision has been made and talks could fall through, the people added.</p><p>Representatives for First Citizens and the FDIC couldn’t be immediately reached for comment.</p><p>Silicon Valley Bank became the biggest US lender to fail in more than a decade, unraveling in less than 48 hours after abandoning a plan to shore up capital. The bank took a huge loss on sales of its securities as interest rates climbed, unnerving investors and depositors who rapidly began pulling their money.</p><p>As of Friday, Raleigh, North Carolina-based First Citizens had a market value of $8.4 billion.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>First Citizens Said to Near Deal for Silicon Valley Bank</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\">\nFirst Citizens Said to Near Deal for Silicon Valley Bank\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-27 07:11 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-03-26/first-citizens-said-to-near-deal-for-silicon-valley-bank><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>First Citizens Banc Shares Inc.is in advanced talks to acquire Silicon Valley Bank after its collapse earlier this month, according to people familiar with the matter.First Citizens could reach a deal...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-03-26/first-citizens-said-to-near-deal-for-silicon-valley-bank\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"FCNCA":"第一公民银行股份","SIVBQ":"硅谷银行"},"source_url":"https://www.bloomberg.com/news/articles/2023-03-26/first-citizens-said-to-near-deal-for-silicon-valley-bank","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130445468","content_text":"First Citizens Banc Shares Inc.is in advanced talks to acquire Silicon Valley Bank after its collapse earlier this month, according to people familiar with the matter.First Citizens could reach a deal as soon as Sunday to acquire Silicon Valley Bank from the Federal Deposit Insurance Corp., said the people, who asked to not be identified because the matter isn’t public. No final decision has been made and talks could fall through, the people added.Representatives for First Citizens and the FDIC couldn’t be immediately reached for comment.Silicon Valley Bank became the biggest US lender to fail in more than a decade, unraveling in less than 48 hours after abandoning a plan to shore up capital. The bank took a huge loss on sales of its securities as interest rates climbed, unnerving investors and depositors who rapidly began pulling their money.As of Friday, Raleigh, North Carolina-based First Citizens had a market value of $8.4 billion.","news_type":1},"isVote":1,"tweetType":1,"viewCount":436,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943866122,"gmtCreate":1679358620867,"gmtModify":1679358624476,"author":{"id":"3582192196234738","authorId":"3582192196234738","name":"Penthon","avatar":"https://static.tigerbbs.com/5f9fe77bd547ced80b3a9f115de46ca8","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582192196234738","authorIdStr":"3582192196234738"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943866122","repostId":"2321669823","repostType":2,"repost":{"id":"2321669823","kind":"highlight","pubTimestamp":1679349060,"share":"https://ttm.financial/m/news/2321669823?lang=&edition=fundamental","pubTime":"2023-03-21 05:51","market":"us","language":"en","title":"Bank of America Halts Trading With Credit Suisse Electronic Stocks Desk -Email","url":"https://stock-news.laohu8.com/highlight/detail?id=2321669823","media":"StreetInsider","summary":"Bank of America's electronic stocks desk has halted trading with a desk at Credit Suisse that uses c","content":"<html><head></head><body><p>Bank of America&#39;s electronic stocks desk has halted trading with a desk at Credit Suisse that uses computer-led strategies, &#34;out of an abundance of caution effective today,&#34; an email seen by Reuters on Monday said.</p><p>Bank of America said it would no longer send trades to Credit Suisse&#39;s &#34;ATS Crossfinder&#34;. That trading platform anonymously matches buy and sell orders for the same kinds of securities, according to the Credit Suisse website. The U.S. Securities and Exchange Commission website calls the ATS Crossfinder a &#34;dark pool.&#34;</p><p>Bank of America sent the email to traders and hedge fund clients on Monday morning.</p><p>On Sunday, the 167-year old Swiss lender was subsumed into its larger rival UBS, which agreed to pay 3 billion Swiss francs ($3.23 billion) for Credit Suisse in a package engineered by Swiss regulators.</p><p>Credit Suisse declined to comment on the email and Bank of America also declined to comment.</p><p>The Credit Suisse rescue was backed by a massive Swiss government guarantee, helping prevent what would have been one of the largest banking collapses since the fall of Lehman Brothers in 2008.</p><p>Switzerland has pledged 260 billion francs in liquidity lines and guarantees to UBS to help smooth the takeover as Credit Suisse clients and counterparties reassess their relationship with the stricken lender.</p><p>The deal will also make UBS Switzerland&#39;s only global bank and the Swiss economy more dependent on a single lender.</p></body></html>","source":"highlight_streetinsider","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>Bank of America Halts Trading With Credit Suisse Electronic Stocks Desk -Email</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\">\nBank of America Halts Trading With Credit Suisse Electronic Stocks Desk -Email\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-21 05:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/dr/news.php?id=21395579><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Bank of America's electronic stocks desk has halted trading with a desk at Credit Suisse that uses computer-led strategies, \"out of an abundance of caution effective today,\" an email seen by Reuters ...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=21395579\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BAC":"美国银行"},"source_url":"https://www.streetinsider.com/dr/news.php?id=21395579","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2321669823","content_text":"Bank of America's electronic stocks desk has halted trading with a desk at Credit Suisse that uses computer-led strategies, \"out of an abundance of caution effective today,\" an email seen by Reuters on Monday said.Bank of America said it would no longer send trades to Credit Suisse's \"ATS Crossfinder\". That trading platform anonymously matches buy and sell orders for the same kinds of securities, according to the Credit Suisse website. The U.S. Securities and Exchange Commission website calls the ATS Crossfinder a \"dark pool.\"Bank of America sent the email to traders and hedge fund clients on Monday morning.On Sunday, the 167-year old Swiss lender was subsumed into its larger rival UBS, which agreed to pay 3 billion Swiss francs ($3.23 billion) for Credit Suisse in a package engineered by Swiss regulators.Credit Suisse declined to comment on the email and Bank of America also declined to comment.The Credit Suisse rescue was backed by a massive Swiss government guarantee, helping prevent what would have been one of the largest banking collapses since the fall of Lehman Brothers in 2008.Switzerland has pledged 260 billion francs in liquidity lines and guarantees to UBS to help smooth the takeover as Credit Suisse clients and counterparties reassess their relationship with the stricken lender.The deal will also make UBS Switzerland's only global bank and the Swiss economy more dependent on a single lender.","news_type":1},"isVote":1,"tweetType":1,"viewCount":230,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943307563,"gmtCreate":1679096612153,"gmtModify":1679096616185,"author":{"id":"3582192196234738","authorId":"3582192196234738","name":"Penthon","avatar":"https://static.tigerbbs.com/5f9fe77bd547ced80b3a9f115de46ca8","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582192196234738","authorIdStr":"3582192196234738"},"themes":[],"htmlText":"Alright...","listText":"Alright...","text":"Alright...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943307563","repostId":"1132559269","repostType":4,"repost":{"id":"1132559269","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":1679062804,"share":"https://ttm.financial/m/news/1132559269?lang=&edition=fundamental","pubTime":"2023-03-17 22:20","market":"us","language":"en","title":"Bank Stocks Skid in Morning Trading with JPMorgan and Morgan Stanley Dropping Over 2%","url":"https://stock-news.laohu8.com/highlight/detail?id=1132559269","media":"Tiger Newspress","summary":"Bank stocks skid in morning trading with JPMorgan and Morgan Stanley dropping over 2%.","content":"<html><head></head><body><p>Bank stocks skid in morning trading with JPMorgan and Morgan Stanley dropping over 2%.<img src=\"https://static.tigerbbs.com/42a9f02097c358696bc0e2b5e132708f\" tg-width=\"279\" tg-height=\"573\" 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>Bank Stocks Skid in Morning Trading with JPMorgan and Morgan Stanley Dropping Over 2%</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\">\nBank Stocks Skid in Morning Trading with JPMorgan and Morgan Stanley Dropping Over 2%\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\">2023-03-17 22:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Bank stocks skid in morning trading with JPMorgan and Morgan Stanley dropping over 2%.<img src=\"https://static.tigerbbs.com/42a9f02097c358696bc0e2b5e132708f\" tg-width=\"279\" tg-height=\"573\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BAC":"美国银行","JPM":"摩根大通","MS":"摩根士丹利"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132559269","content_text":"Bank stocks skid in morning trading with JPMorgan and Morgan Stanley dropping over 2%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":132,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943307643,"gmtCreate":1679096570283,"gmtModify":1679096573998,"author":{"id":"3582192196234738","authorId":"3582192196234738","name":"Penthon","avatar":"https://static.tigerbbs.com/5f9fe77bd547ced80b3a9f115de46ca8","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582192196234738","authorIdStr":"3582192196234738"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943307643","repostId":"1155796038","repostType":4,"repost":{"id":"1155796038","kind":"news","pubTimestamp":1679095003,"share":"https://ttm.financial/m/news/1155796038?lang=&edition=fundamental","pubTime":"2023-03-18 07:16","market":"us","language":"en","title":"UBS in Talks to Acquire Credit Suisse","url":"https://stock-news.laohu8.com/highlight/detail?id=1155796038","media":"Financial Times","summary":"Swiss authorities press for merger to stem crisis of confidence in country’s banking sectorThe Swiss","content":"<html><head></head><body><p>Swiss authorities press for merger to stem crisis of confidence in country’s banking sector</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a706ac87d80718e5a161bba7755ea1a5\" tg-width=\"700\" tg-height=\"394\" width=\"100%\" height=\"auto\"/><span>The Swiss National Bank and regulator Finma are orchestrating the talks © Bloomberg</span></p><p>UBS is in discussions to take over all or part of Credit Suisse, with the boards of Switzerland’s two biggest lenders set to meet separately over the weekend to consider Europe’s most consequential banking combination since the financial crisis, according to multiple people briefed on the talks.</p><p>The Swiss National Bank and regulator Finma are orchestrating the talks in an attempt to shore up confidence in the country’s banking sector, the people said. Their intervention comes days after the central bank was forced to provide an emergency SFr50bn ($54bn) credit line to Credit Suisse.</p><p>However, this failed to arrest a slide in its share price, which has fallen to record lows after its largest investor ruled out providing any more capital and its chair admitted that an exodus of wealth management clients had continued.</p><p>UBS has a market value of $56.6bn, while shares in Credit Suisse closed on Friday with a value of $8bn.</p><p>Swiss regulators told their US and UK counterparts on Friday evening that merging the two banks was their “plan A” to arrest a collapse in confidence in Credit Suisse, a person familiar with those discussions told the FT.</p><p>A number of different options are under discussion between the two banks, another person told the FT, who added that both sides are trying to evaluate regulatory constraints in different jurisdictions. This person added that UBS is also analysing the potential risks a deal could have for its own business.</p><p>The focus from the central bank is to agree on a simple and straightforward solution before markets open on Monday, one of the people said. There is no guarantee a deal will be reached.</p><p>Credit Suisse declined to comment. UBS declined to comment, as did the Bank of England and the Federal Reserve. The Swiss National Bank did not respond to requests for comment.</p></body></html>","source":"lsy1580170736413","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>UBS in Talks to Acquire Credit Suisse</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\">\nUBS in Talks to Acquire Credit Suisse\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-18 07:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.ft.com/content/17892f24-4ca0-417f-9093-289b019a0852><strong>Financial Times</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Swiss authorities press for merger to stem crisis of confidence in country’s banking sectorThe Swiss National Bank and regulator Finma are orchestrating the talks © BloombergUBS is in discussions to ...</p>\n\n<a href=\"https://www.ft.com/content/17892f24-4ca0-417f-9093-289b019a0852\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"UBS":"瑞银"},"source_url":"https://www.ft.com/content/17892f24-4ca0-417f-9093-289b019a0852","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155796038","content_text":"Swiss authorities press for merger to stem crisis of confidence in country’s banking sectorThe Swiss National Bank and regulator Finma are orchestrating the talks © BloombergUBS is in discussions to take over all or part of Credit Suisse, with the boards of Switzerland’s two biggest lenders set to meet separately over the weekend to consider Europe’s most consequential banking combination since the financial crisis, according to multiple people briefed on the talks.The Swiss National Bank and regulator Finma are orchestrating the talks in an attempt to shore up confidence in the country’s banking sector, the people said. Their intervention comes days after the central bank was forced to provide an emergency SFr50bn ($54bn) credit line to Credit Suisse.However, this failed to arrest a slide in its share price, which has fallen to record lows after its largest investor ruled out providing any more capital and its chair admitted that an exodus of wealth management clients had continued.UBS has a market value of $56.6bn, while shares in Credit Suisse closed on Friday with a value of $8bn.Swiss regulators told their US and UK counterparts on Friday evening that merging the two banks was their “plan A” to arrest a collapse in confidence in Credit Suisse, a person familiar with those discussions told the FT.A number of different options are under discussion between the two banks, another person told the FT, who added that both sides are trying to evaluate regulatory constraints in different jurisdictions. This person added that UBS is also analysing the potential risks a deal could have for its own business.The focus from the central bank is to agree on a simple and straightforward solution before markets open on Monday, one of the people said. There is no guarantee a deal will be reached.Credit Suisse declined to comment. UBS declined to comment, as did the Bank of England and the Federal Reserve. The Swiss National Bank did not respond to requests for comment.","news_type":1},"isVote":1,"tweetType":1,"viewCount":248,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943307898,"gmtCreate":1679096533514,"gmtModify":1679096537729,"author":{"id":"3582192196234738","authorId":"3582192196234738","name":"Penthon","avatar":"https://static.tigerbbs.com/5f9fe77bd547ced80b3a9f115de46ca8","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582192196234738","authorIdStr":"3582192196234738"},"themes":[],"htmlText":"Further support lines to be seem..","listText":"Further support lines to be seem..","text":"Further support lines to be seem..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943307898","repostId":"2320582916","repostType":4,"repost":{"id":"2320582916","kind":"news","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":1679095786,"share":"https://ttm.financial/m/news/2320582916?lang=&edition=fundamental","pubTime":"2023-03-18 07:29","market":"us","language":"en","title":"First Republic Shares Tank Almost 33% Despite $30 Bln Support","url":"https://stock-news.laohu8.com/highlight/detail?id=2320582916","media":"Reuters","summary":"March 17 (Reuters) - Shares of First Republic Bank lost almost 33% on Friday, totaling a loss of aro","content":"<html><head></head><body><p>March 17 (Reuters) - Shares of First Republic Bank lost almost 33% on Friday, totaling a loss of around 80% in the last 10 sessions, despite a rescue package with $30 billion in deposits injected by large U.S. banks.</p><p>The beleaguered lender was in talks to raise money from other banks or private equity firms by selling new shares, the New York Times reported on Friday afternoon, citing three people with knowledge of the process. The bank could also negotiate to be sold, the report said. First Republic declined to comment.</p><p>Concerns about the bank&#39;s health prompted top power brokers including U.S. Treasury Secretary Janet Yellen, Federal Reserve Chair Jerome Powell and JPMorgan CEO Jamie Dimon to put together an unprecedented rescue deal on Thursday. The lender also said it had borrowed up to $109 billion from the U.S. Federal Reserve and an additional $10 billion from the Federal Home Loan Bank on March 9.</p><p>&#34;The significance of the changes in (the company&#39;s) balance sheet in just one week are staggering.. and along with the suspension of the common stock dividend, paints a very dire outlook for the company and shareholders,&#34; said KBW Managing Director Chris McGratty.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7de7651ab88dc75fa314e5bf4c1abb70\" tg-width=\"706\" tg-height=\"529\" width=\"100%\" height=\"auto\"/><span>First Republic Bank&#39;s stock market collapse</span></p><p>Shares of Wall Street banks including JPMorgan Chase &amp; Co, Citigroup Inc, Bank of America Corp and Wells Fargo &amp; Co involved in the San Francisco-based lender&#39;s rescue dropped between 2% and 4% on Friday.</p><p>Founded in 1985, First Republic had $212 billion in assets and $176.4 billion in deposits as of the end of last year, according to its annual report.</p><p>&#34;Possibly the market is looking for an all-out sale/buyer rather than an injection of capital,&#34; said John Petrides, portfolio manager at Tocqueville Asset Management, adding the situation is not over.</p><p>The bank&#39;s earnings profile is &#34;clearly impaired&#34; and the &#34;new deposits effectively bridge the estimated $30.5 billion of uninsured deposits still on FRC&#39;s balance sheet providing time for FRC to likely explore a sale,&#34; Jefferies analysts led by Ken Usdin wrote in a note to clients.</p><p>The banks that were part of First Republic&#39;s rescue package are its most likely suitors for an acquisition, but the U.S. government is less likely to endorse a purchase by the biggest banks, said a source who declined to be identified because of the sensitivity of the situation.</p><p>The rescue package came less than a day after Swiss bank Credit Suisse clinched an emergency central bank loan of up to $54 billion to shore up its liquidity.</p><p>Fed data on Thursday showed banks sought a record $152.9 billion in emergency liquidity from the U.S. central bank over recent days, surpassing previous high that was set during the most acute phase of the financial crisis.</p><p>The borrowings speak to the &#34;funding and liquidity strains on banks, driven by weakening depositor confidence,&#34; Moody&#39;s said. The ratings agency had downgraded its outlook on the U.S. banking system to negative earlier this week.</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>First Republic Shares Tank Almost 33% Despite $30 Bln Support</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\">\nFirst Republic Shares Tank Almost 33% Despite $30 Bln Support\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\">2023-03-18 07:29</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>March 17 (Reuters) - Shares of First Republic Bank lost almost 33% on Friday, totaling a loss of around 80% in the last 10 sessions, despite a rescue package with $30 billion in deposits injected by large U.S. banks.</p><p>The beleaguered lender was in talks to raise money from other banks or private equity firms by selling new shares, the New York Times reported on Friday afternoon, citing three people with knowledge of the process. The bank could also negotiate to be sold, the report said. First Republic declined to comment.</p><p>Concerns about the bank&#39;s health prompted top power brokers including U.S. Treasury Secretary Janet Yellen, Federal Reserve Chair Jerome Powell and JPMorgan CEO Jamie Dimon to put together an unprecedented rescue deal on Thursday. The lender also said it had borrowed up to $109 billion from the U.S. Federal Reserve and an additional $10 billion from the Federal Home Loan Bank on March 9.</p><p>&#34;The significance of the changes in (the company&#39;s) balance sheet in just one week are staggering.. and along with the suspension of the common stock dividend, paints a very dire outlook for the company and shareholders,&#34; said KBW Managing Director Chris McGratty.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7de7651ab88dc75fa314e5bf4c1abb70\" tg-width=\"706\" tg-height=\"529\" width=\"100%\" height=\"auto\"/><span>First Republic Bank&#39;s stock market collapse</span></p><p>Shares of Wall Street banks including JPMorgan Chase &amp; Co, Citigroup Inc, Bank of America Corp and Wells Fargo &amp; Co involved in the San Francisco-based lender&#39;s rescue dropped between 2% and 4% on Friday.</p><p>Founded in 1985, First Republic had $212 billion in assets and $176.4 billion in deposits as of the end of last year, according to its annual report.</p><p>&#34;Possibly the market is looking for an all-out sale/buyer rather than an injection of capital,&#34; said John Petrides, portfolio manager at Tocqueville Asset Management, adding the situation is not over.</p><p>The bank&#39;s earnings profile is &#34;clearly impaired&#34; and the &#34;new deposits effectively bridge the estimated $30.5 billion of uninsured deposits still on FRC&#39;s balance sheet providing time for FRC to likely explore a sale,&#34; Jefferies analysts led by Ken Usdin wrote in a note to clients.</p><p>The banks that were part of First Republic&#39;s rescue package are its most likely suitors for an acquisition, but the U.S. government is less likely to endorse a purchase by the biggest banks, said a source who declined to be identified because of the sensitivity of the situation.</p><p>The rescue package came less than a day after Swiss bank Credit Suisse clinched an emergency central bank loan of up to $54 billion to shore up its liquidity.</p><p>Fed data on Thursday showed banks sought a record $152.9 billion in emergency liquidity from the U.S. central bank over recent days, surpassing previous high that was set during the most acute phase of the financial crisis.</p><p>The borrowings speak to the &#34;funding and liquidity strains on banks, driven by weakening depositor confidence,&#34; Moody&#39;s said. The ratings agency had downgraded its outlook on the U.S. banking system to negative earlier this week.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4548":"巴美列捷福持仓","BK4589":"SVB概念","BK4585":"ETF&股票定投概念","BK4588":"碎股","LU0266013472.USD":"AXA WF - Framlington Longevity Economy A Cap USD","BK4211":"区域性银行"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2320582916","content_text":"March 17 (Reuters) - Shares of First Republic Bank lost almost 33% on Friday, totaling a loss of around 80% in the last 10 sessions, despite a rescue package with $30 billion in deposits injected by large U.S. banks.The beleaguered lender was in talks to raise money from other banks or private equity firms by selling new shares, the New York Times reported on Friday afternoon, citing three people with knowledge of the process. The bank could also negotiate to be sold, the report said. First Republic declined to comment.Concerns about the bank's health prompted top power brokers including U.S. Treasury Secretary Janet Yellen, Federal Reserve Chair Jerome Powell and JPMorgan CEO Jamie Dimon to put together an unprecedented rescue deal on Thursday. The lender also said it had borrowed up to $109 billion from the U.S. Federal Reserve and an additional $10 billion from the Federal Home Loan Bank on March 9.\"The significance of the changes in (the company's) balance sheet in just one week are staggering.. and along with the suspension of the common stock dividend, paints a very dire outlook for the company and shareholders,\" said KBW Managing Director Chris McGratty.First Republic Bank's stock market collapseShares of Wall Street banks including JPMorgan Chase & Co, Citigroup Inc, Bank of America Corp and Wells Fargo & Co involved in the San Francisco-based lender's rescue dropped between 2% and 4% on Friday.Founded in 1985, First Republic had $212 billion in assets and $176.4 billion in deposits as of the end of last year, according to its annual report.\"Possibly the market is looking for an all-out sale/buyer rather than an injection of capital,\" said John Petrides, portfolio manager at Tocqueville Asset Management, adding the situation is not over.The bank's earnings profile is \"clearly impaired\" and the \"new deposits effectively bridge the estimated $30.5 billion of uninsured deposits still on FRC's balance sheet providing time for FRC to likely explore a sale,\" Jefferies analysts led by Ken Usdin wrote in a note to clients.The banks that were part of First Republic's rescue package are its most likely suitors for an acquisition, but the U.S. government is less likely to endorse a purchase by the biggest banks, said a source who declined to be identified because of the sensitivity of the situation.The rescue package came less than a day after Swiss bank Credit Suisse clinched an emergency central bank loan of up to $54 billion to shore up its liquidity.Fed data on Thursday showed banks sought a record $152.9 billion in emergency liquidity from the U.S. central bank over recent days, surpassing previous high that was set during the most acute phase of the financial crisis.The borrowings speak to the \"funding and liquidity strains on banks, driven by weakening depositor confidence,\" Moody's said. The ratings agency had downgraded its outlook on the U.S. banking system to negative earlier this week.","news_type":1},"isVote":1,"tweetType":1,"viewCount":103,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943902841,"gmtCreate":1679014684784,"gmtModify":1679014688251,"author":{"id":"3582192196234738","authorId":"3582192196234738","name":"Penthon","avatar":"https://static.tigerbbs.com/5f9fe77bd547ced80b3a9f115de46ca8","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582192196234738","authorIdStr":"3582192196234738"},"themes":[],"htmlText":"Nice&nbsp;","listText":"Nice&nbsp;","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943902841","repostId":"2320139799","repostType":4,"repost":{"id":"2320139799","kind":"highlight","pubTimestamp":1679010241,"share":"https://ttm.financial/m/news/2320139799?lang=&edition=fundamental","pubTime":"2023-03-17 07:44","market":"us","language":"en","title":"After-Hours Movers: First Republic Resumes Free-Fall; Fedex Surges On Raised Guidance","url":"https://stock-news.laohu8.com/highlight/detail?id=2320139799","media":"StreetInsider","summary":"After-Hours Stock Movers:First Republic Bank (NYSE: FRC) 17.6% LOWER in extended New York trading af","content":"<html><head></head><body><p><b>After-Hours Stock Movers:</b></p><p><a href=\"https://laohu8.com/S/FRC\">First Republic Bank</a> (NYSE: FRC) 17.6% LOWER in extended New York trading after the bank announced it was suspending its dividend. Shares rose 10% intra-day.</p><p><a href=\"https://laohu8.com/S/SRPT\">Sarepta Therapeutics</a>, Inc. (NASDAQ: SRPT) 20% LOWER; announced that at its late cycle meeting for the SRP-9001 (delandistrogene moxeparvovec) biologics license application (BLA), the U.S. Food and Drug Administrations Office of Therapeutics (OTP) has determined that an advisory committee meeting will be held for SRP-9001 in advance of the May 29, 2023 regulatory action date. SRP-9001 is Sareptas investigational gene therapy for the treatment of Duchenne muscular dystrophy.</p><p><a href=\"https://laohu8.com/S/FDX\">FedEx</a> 11.85% HIGHER; reported Q3 EPS of $3.41, $0.65 better than the analyst estimate of $2.76. Revenue for the quarter came in at $22.2 billion versus the consensus estimate of $22.74 billion. FedEx sees Q4 2023 EPS of $14.60-$15.20, versus the consensus of $13.56.</p><p>UPS (NYSE: UPS) 3% HIGHER; gains following strong results from rival FedEx.</p><p>NVIDIA Corporation (NASDAQ: NVDA) 1% HIGHER; upgraded after-hours at Morgan Stanley</p><h1></h1><h1></h1></body></html>","source":"highlight_streetinsider","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>After-Hours Movers: First Republic Resumes Free-Fall; Fedex Surges On Raised Guidance</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\">\nAfter-Hours Movers: First Republic Resumes Free-Fall; Fedex Surges On Raised Guidance\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-17 07:44 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/dr/news.php?id=21384738><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>After-Hours Stock Movers:First Republic Bank (NYSE: FRC) 17.6% LOWER in extended New York trading after the bank announced it was suspending its dividend. Shares rose 10% intra-day.Sarepta ...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=21384738\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"FDX":"联邦快递","UPS":"联合包裹"},"source_url":"https://www.streetinsider.com/dr/news.php?id=21384738","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2320139799","content_text":"After-Hours Stock Movers:First Republic Bank (NYSE: FRC) 17.6% LOWER in extended New York trading after the bank announced it was suspending its dividend. Shares rose 10% intra-day.Sarepta Therapeutics, Inc. (NASDAQ: SRPT) 20% LOWER; announced that at its late cycle meeting for the SRP-9001 (delandistrogene moxeparvovec) biologics license application (BLA), the U.S. Food and Drug Administrations Office of Therapeutics (OTP) has determined that an advisory committee meeting will be held for SRP-9001 in advance of the May 29, 2023 regulatory action date. SRP-9001 is Sareptas investigational gene therapy for the treatment of Duchenne muscular dystrophy.FedEx 11.85% HIGHER; reported Q3 EPS of $3.41, $0.65 better than the analyst estimate of $2.76. Revenue for the quarter came in at $22.2 billion versus the consensus estimate of $22.74 billion. FedEx sees Q4 2023 EPS of $14.60-$15.20, versus the consensus of $13.56.UPS (NYSE: UPS) 3% HIGHER; gains following strong results from rival FedEx.NVIDIA Corporation (NASDAQ: NVDA) 1% HIGHER; upgraded after-hours at Morgan Stanley","news_type":1},"isVote":1,"tweetType":1,"viewCount":89,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943902145,"gmtCreate":1679014637688,"gmtModify":1679014641863,"author":{"id":"3582192196234738","authorId":"3582192196234738","name":"Penthon","avatar":"https://static.tigerbbs.com/5f9fe77bd547ced80b3a9f115de46ca8","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582192196234738","authorIdStr":"3582192196234738"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":22,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943902145","repostId":"1170952277","repostType":2,"isVote":1,"tweetType":1,"viewCount":267,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943047135,"gmtCreate":1679004780228,"gmtModify":1679004783870,"author":{"id":"3582192196234738","authorId":"3582192196234738","name":"Penthon","avatar":"https://static.tigerbbs.com/5f9fe77bd547ced80b3a9f115de46ca8","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582192196234738","authorIdStr":"3582192196234738"},"themes":[],"htmlText":"No&nbsp;","listText":"No&nbsp;","text":"No","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943047135","repostId":"1130069870","repostType":2,"repost":{"id":"1130069870","kind":"news","pubTimestamp":1678977851,"share":"https://ttm.financial/m/news/1130069870?lang=&edition=fundamental","pubTime":"2023-03-16 22:44","market":"us","language":"en","title":"First Republic Goes From Wall Street Raider to Seller in Days","url":"https://stock-news.laohu8.com/highlight/detail?id=1130069870","media":"Bloomberg","summary":"Bank built a $271 billion wealth-management unit aimed at richShares are plunging as company weighs ","content":"<html><head></head><body><ul><li>Bank built a $271 billion wealth-management unit aimed at rich</li><li>Shares are plunging as company weighs options, including sale</li></ul><p><img src=\"https://static.tigerbbs.com/04fc778c9b909c9ba73e47a5ac98da98\" tg-width=\"800\" tg-height=\"533\" referrerpolicy=\"no-referrer\"/></p><p>Just days ago,First Republic Bankboasted of another coup for its wealth-management business:poachinga six-person team fromMorgan Stanleyin Los Angeles.</p><p>That followed hiring sprees targetingBank of America Corp.,JPMorgan Chase &amp; Co., Bank of New York Mellon Corp. andWells Fargo &amp; Co.— raiding crews in Boston, New York and Palo Alto, California. It reflected how the San Francisco-based bank was rapidly expanding on the back of tech riches.</p><p>Now First Republic is racing to reassure customers and clients that it can avoid the fate ofSilicon Valley Bank, which collapsed last week after its depositors fled.</p><p>First Republic’s stockplunged35% at the open on Thursday and is down more than 80% since March 8. It’s now exploring strategic options including a sale, and is expected to draw interest from larger rivals, Bloomberg NewsreportedWednesday.</p><p>It’s a stunning turn of events for the lender, which built up a wealth-management franchise with some $271 billion in assets, putting it in rarefied air among American institutions. Yet it’s the emphasis on that business that could make First Republic’s fate different from SVB and New York’sSignature Bank.</p><p>While it expanded rapidly into capital call lines of credit and lending to venture capitalists — services in which SVB specialized — its specialty serving the affluent is seen as making it more attractive than its California counterpart.</p><p>“First Republic Bank grew up in wealth,” whereas “SVB started in portfolio companies,” said Joe Maxwell, managing partner at Fintop Capital, a fintech venture capital firm. Even though there’s a lot of overlap, where they started is still “part of their DNA,” he said.</p><p>A representative for First Republic didn’t immediately reply to a request for comment. Emails sent to the leaders of its newly added adviser team weren’t immediately returned.</p><p>In a March 12message to clients, signed by Executive Chairman Jim Herbert and Chief Executive Officer Michael Roffler, the bank said it has taken steps to bolster itsliquiditywith access to additional financing from JPMorgan.</p><p>“For almost 40 years, we have operated a simple, straightforward business model centered on taking extraordinary care of our clients. We have successfully navigated various macroeconomic and interest rate environments,” they said.</p><h2>Different Origins</h2><p>First Republic’s origin story, in many ways, couldn’t be more different than SVB’s.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/65d0b402e71145670ba96e4eec3bb0a7\" tg-width=\"800\" tg-height=\"508\" referrerpolicy=\"no-referrer\"/><span>Jim Herbert, right, at a Lincoln Center gala with David and Jamie Mitchell in 2011.Photographer: Amanda Gordon/Bloomberg</span></p><p>Herbert founded First Republic in 1985, based on a hunch that jumbo home mortgages to wealthy, established Californians was too good a business to pass up. SVB’s model of providing banking to startups was conceived a few years prior — over a poker game.</p><p>Yet in the coming four decades, as interest rates tumbled and hot tech money came to dominate American finance, their customer bases began to overlap.</p><p>First Republic started actively courting Silicon Valley’s tech wealth. The bank opened a branch inside Facebook’s campus in Menlo Park, California, in an effort to win over early employees on the road to riches. In San Francisco, it has a bank location inside Twitter’s headquarters on Market Street, which remains open.</p><p>Meanwhile, SVB’s offerings grew as founders and venture capitalists got rich, with the firm eventually buying wealth manager Boston Private in 2021.</p><p>Still, that wealth business pales in comparison to First Republic’s, which saw assets balloon to $271 billion from just $17.8 billion at theend of 2010.</p><h2>Major Player</h2><p>It was around that time that First Republic executives initiated a plan to transform its wealth division into a major player. Among its first deals was buying Luminous Capital, with $6 billion in client assets, for a reported $125 million in 2014.</p><p>“They weren’t penetrating the high-net-worth investment business very well” back then, said Luminous co-founder David Hou.</p><p>As assets continued to climb, eventually surpassing $100 billion, Hou and Mark Sear, his partner, opted to split from the bank. They left in 2019 to start Evoke Advisors.</p><p>Hou, Sear and other Evoke partners though have kept money with First Republic amid the past week’s upheaval. So have other clients and fund managers, some expressinglovefor the bank on social media andurgingpeople to stay put.</p><p>One Silicon Valley investor said they planned to keep all of their personal and business funds with First Republic.</p><p>Despite not having its origins in tech, the investor, who asked not to be identified discussing private information, found First Republic better understood the complexities of private tech wealth than the big banks — and on an even footing with SVB.</p><p>They were introduced to both banks six years ago as an early tech employee and chose First Republic over SVB for its relationship management with clients. They now have a personal line of credit, mortgage and venture fund with the bank — and plan to keep it there.</p><p>That kind of resolution was put to the test again on Wednesday, when both S&amp;P Global Ratings and Fitch RatingscutFirst Republic’s credit grade to junk, citing risks that its clients would pull their money en masse.</p><h2>No Chances</h2><p>Other First Republic clients are also hoping to see the bank get through the turmoil — but aren’t taking any chances.</p><p>Bay Area homebuyers are now resorting to “double apping” — submitting loan applications at a second bank just in case, said Joske Thompson, a real estate broker at Compass in San Francisco.</p><p>“To have a backup was unheard of just until last week,” said Thompson, who has been a real estate broker for four decades.</p><p>They’re not the only ones exerting caution.</p><p>A New York-based wealth-management firm catering to high-net-worth investors moved an upper-eight-figure amount of cash from First Republic last week, including money in checking accounts, corporate funds and certificates of deposit, according to a person familiar with the matter.</p><p>The person, who asked not to be identified discussing private information, said the wealth manager doesn’t intend to leave the bank forever, but is looking to spread cash around and diversify after SVB’s collapse.</p><p>The money is being rerouted to institutions including JPMorgan and BNY Mellon, the person said.</p><h2>Cultural Connections</h2><p>Herbert, who was First Republic’s CEO for 37 years, has ranked among the highest-paid US executives. The bank’s board includes Colony Capital founder Tom Barrack.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6b8bed2f2289d248bb2cb300f8dcbb09\" tg-width=\"800\" tg-height=\"533\" referrerpolicy=\"no-referrer\"/><span>Tom BarrackPhotographer: Kyle Grillot/Bloomberg</span></p><p>Herbert’s compensation totaled $17.8 million in 2021, according to the company’s proxy statement. He has been on the board of institutions from coast to coast, including the San Francisco Ballet Association and New York’s Lincoln Center for the Performing Arts.</p><p>Herbert’s wife, Cecilia, has long been on theboardoverseeingBlackRock Inc.’s iShares exchange-traded fund complex. She’s also been on the boards of nonprofits including Stanford Health Care and WNET Group, a New York public media company.</p><p>Jean-Marc Berteaux had been a private wealth client with First Republic for more than 15 years when he and another customer introduced the bank to Boston Youth Symphony Orchestras, a nonprofit where they serve as board members.</p><p>“They’re supporting nonprofits with the understanding that they can grow their private wealth business,” said Berteaux, a retired investment manager.</p><p>He said his banker was on the phone with him Saturday and Sunday, making sure an insured cash sweep was in place to spread out the nonprofit’s millions in $250,000 chunks to other banks.</p><p>“Give me a mega bank that would have done that,” Berteaux said.</p><h2>Concentration Risk</h2><p>The similarities — and differences — between First Republic and SVB are visible on their balance sheets.</p><p>Both SVB and First Republic finance capital call lines to private equity and venture capital funds. But SVB’s $41 billion balance made up more than half of its loan portfolio. First Republic had $10 billion of such loans outstanding.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/272b4dca201b8b6f8a85e660ae4186d0\" tg-width=\"800\" tg-height=\"533\" referrerpolicy=\"no-referrer\"/><span>Mark ZuckerbergPhotographer: George Frey/Bloomberg</span></p><p>Both originate single-family mortgages, but SVB had lent less than $9 billion. That’s a fraction of First Republic’s $99 billion balance, which made up 59% of their loan portfolio (it gave Mark Zuckerberg a1.05% ratein 2012). It had another $22 billion in multifamily loans and $11 billion in other commercial real estate.</p><p>One area of contrast is their deposit base. Consumer accounts make up 37% of First Republic’s, with businesses covering the rest. SVB doesn’t have the same breakdown in its most recent annual report, but notes deposits came largely from commercial clients in tech, life sciences, private equity and venture capital.</p><p>First Republic has said no sector represents more than 9% of total business deposits, while it has a smaller percentage of unsecured deposits than SVB.</p><p>Dick Bove, chief financial strategist at Odeon Capital Group, expects Royal Bank of Canada is most likely to bid for First Republic,drawn inby the wealth management business.</p><p>“Banks always want what they like to call the ultra-wealthy client group,” he said. First Republic clients have amassed wealth over decades, he said, while many SVB clients were at the whims of “hot money.”</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>First Republic Goes From Wall Street Raider to Seller in Days</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\">\nFirst Republic Goes From Wall Street Raider to Seller in Days\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-16 22:44 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-03-16/first-republic-goes-from-wall-street-raider-to-seller-in-days><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Bank built a $271 billion wealth-management unit aimed at richShares are plunging as company weighs options, including saleJust days ago,First Republic Bankboasted of another coup for its wealth-...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-03-16/first-republic-goes-from-wall-street-raider-to-seller-in-days\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PACW":"西太平洋合众银行","WAL":"阿莱恩斯西部银行"},"source_url":"https://www.bloomberg.com/news/articles/2023-03-16/first-republic-goes-from-wall-street-raider-to-seller-in-days","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130069870","content_text":"Bank built a $271 billion wealth-management unit aimed at richShares are plunging as company weighs options, including saleJust days ago,First Republic Bankboasted of another coup for its wealth-management business:poachinga six-person team fromMorgan Stanleyin Los Angeles.That followed hiring sprees targetingBank of America Corp.,JPMorgan Chase & Co., Bank of New York Mellon Corp. andWells Fargo & Co.— raiding crews in Boston, New York and Palo Alto, California. It reflected how the San Francisco-based bank was rapidly expanding on the back of tech riches.Now First Republic is racing to reassure customers and clients that it can avoid the fate ofSilicon Valley Bank, which collapsed last week after its depositors fled.First Republic’s stockplunged35% at the open on Thursday and is down more than 80% since March 8. It’s now exploring strategic options including a sale, and is expected to draw interest from larger rivals, Bloomberg NewsreportedWednesday.It’s a stunning turn of events for the lender, which built up a wealth-management franchise with some $271 billion in assets, putting it in rarefied air among American institutions. Yet it’s the emphasis on that business that could make First Republic’s fate different from SVB and New York’sSignature Bank.While it expanded rapidly into capital call lines of credit and lending to venture capitalists — services in which SVB specialized — its specialty serving the affluent is seen as making it more attractive than its California counterpart.“First Republic Bank grew up in wealth,” whereas “SVB started in portfolio companies,” said Joe Maxwell, managing partner at Fintop Capital, a fintech venture capital firm. Even though there’s a lot of overlap, where they started is still “part of their DNA,” he said.A representative for First Republic didn’t immediately reply to a request for comment. Emails sent to the leaders of its newly added adviser team weren’t immediately returned.In a March 12message to clients, signed by Executive Chairman Jim Herbert and Chief Executive Officer Michael Roffler, the bank said it has taken steps to bolster itsliquiditywith access to additional financing from JPMorgan.“For almost 40 years, we have operated a simple, straightforward business model centered on taking extraordinary care of our clients. We have successfully navigated various macroeconomic and interest rate environments,” they said.Different OriginsFirst Republic’s origin story, in many ways, couldn’t be more different than SVB’s.Jim Herbert, right, at a Lincoln Center gala with David and Jamie Mitchell in 2011.Photographer: Amanda Gordon/BloombergHerbert founded First Republic in 1985, based on a hunch that jumbo home mortgages to wealthy, established Californians was too good a business to pass up. SVB’s model of providing banking to startups was conceived a few years prior — over a poker game.Yet in the coming four decades, as interest rates tumbled and hot tech money came to dominate American finance, their customer bases began to overlap.First Republic started actively courting Silicon Valley’s tech wealth. The bank opened a branch inside Facebook’s campus in Menlo Park, California, in an effort to win over early employees on the road to riches. In San Francisco, it has a bank location inside Twitter’s headquarters on Market Street, which remains open.Meanwhile, SVB’s offerings grew as founders and venture capitalists got rich, with the firm eventually buying wealth manager Boston Private in 2021.Still, that wealth business pales in comparison to First Republic’s, which saw assets balloon to $271 billion from just $17.8 billion at theend of 2010.Major PlayerIt was around that time that First Republic executives initiated a plan to transform its wealth division into a major player. Among its first deals was buying Luminous Capital, with $6 billion in client assets, for a reported $125 million in 2014.“They weren’t penetrating the high-net-worth investment business very well” back then, said Luminous co-founder David Hou.As assets continued to climb, eventually surpassing $100 billion, Hou and Mark Sear, his partner, opted to split from the bank. They left in 2019 to start Evoke Advisors.Hou, Sear and other Evoke partners though have kept money with First Republic amid the past week’s upheaval. So have other clients and fund managers, some expressinglovefor the bank on social media andurgingpeople to stay put.One Silicon Valley investor said they planned to keep all of their personal and business funds with First Republic.Despite not having its origins in tech, the investor, who asked not to be identified discussing private information, found First Republic better understood the complexities of private tech wealth than the big banks — and on an even footing with SVB.They were introduced to both banks six years ago as an early tech employee and chose First Republic over SVB for its relationship management with clients. They now have a personal line of credit, mortgage and venture fund with the bank — and plan to keep it there.That kind of resolution was put to the test again on Wednesday, when both S&P Global Ratings and Fitch RatingscutFirst Republic’s credit grade to junk, citing risks that its clients would pull their money en masse.No ChancesOther First Republic clients are also hoping to see the bank get through the turmoil — but aren’t taking any chances.Bay Area homebuyers are now resorting to “double apping” — submitting loan applications at a second bank just in case, said Joske Thompson, a real estate broker at Compass in San Francisco.“To have a backup was unheard of just until last week,” said Thompson, who has been a real estate broker for four decades.They’re not the only ones exerting caution.A New York-based wealth-management firm catering to high-net-worth investors moved an upper-eight-figure amount of cash from First Republic last week, including money in checking accounts, corporate funds and certificates of deposit, according to a person familiar with the matter.The person, who asked not to be identified discussing private information, said the wealth manager doesn’t intend to leave the bank forever, but is looking to spread cash around and diversify after SVB’s collapse.The money is being rerouted to institutions including JPMorgan and BNY Mellon, the person said.Cultural ConnectionsHerbert, who was First Republic’s CEO for 37 years, has ranked among the highest-paid US executives. The bank’s board includes Colony Capital founder Tom Barrack.Tom BarrackPhotographer: Kyle Grillot/BloombergHerbert’s compensation totaled $17.8 million in 2021, according to the company’s proxy statement. He has been on the board of institutions from coast to coast, including the San Francisco Ballet Association and New York’s Lincoln Center for the Performing Arts.Herbert’s wife, Cecilia, has long been on theboardoverseeingBlackRock Inc.’s iShares exchange-traded fund complex. She’s also been on the boards of nonprofits including Stanford Health Care and WNET Group, a New York public media company.Jean-Marc Berteaux had been a private wealth client with First Republic for more than 15 years when he and another customer introduced the bank to Boston Youth Symphony Orchestras, a nonprofit where they serve as board members.“They’re supporting nonprofits with the understanding that they can grow their private wealth business,” said Berteaux, a retired investment manager.He said his banker was on the phone with him Saturday and Sunday, making sure an insured cash sweep was in place to spread out the nonprofit’s millions in $250,000 chunks to other banks.“Give me a mega bank that would have done that,” Berteaux said.Concentration RiskThe similarities — and differences — between First Republic and SVB are visible on their balance sheets.Both SVB and First Republic finance capital call lines to private equity and venture capital funds. But SVB’s $41 billion balance made up more than half of its loan portfolio. First Republic had $10 billion of such loans outstanding.Mark ZuckerbergPhotographer: George Frey/BloombergBoth originate single-family mortgages, but SVB had lent less than $9 billion. That’s a fraction of First Republic’s $99 billion balance, which made up 59% of their loan portfolio (it gave Mark Zuckerberg a1.05% ratein 2012). It had another $22 billion in multifamily loans and $11 billion in other commercial real estate.One area of contrast is their deposit base. Consumer accounts make up 37% of First Republic’s, with businesses covering the rest. SVB doesn’t have the same breakdown in its most recent annual report, but notes deposits came largely from commercial clients in tech, life sciences, private equity and venture capital.First Republic has said no sector represents more than 9% of total business deposits, while it has a smaller percentage of unsecured deposits than SVB.Dick Bove, chief financial strategist at Odeon Capital Group, expects Royal Bank of Canada is most likely to bid for First Republic,drawn inby the wealth management business.“Banks always want what they like to call the ultra-wealthy client group,” he said. First Republic clients have amassed wealth over decades, he said, while many SVB clients were at the whims of “hot money.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":265,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943001210,"gmtCreate":1678941683931,"gmtModify":1678941687622,"author":{"id":"3582192196234738","authorId":"3582192196234738","name":"Penthon","avatar":"https://static.tigerbbs.com/5f9fe77bd547ced80b3a9f115de46ca8","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582192196234738","authorIdStr":"3582192196234738"},"themes":[],"htmlText":"Lets go","listText":"Lets go","text":"Lets go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943001210","repostId":"2319826065","repostType":4,"isVote":1,"tweetType":1,"viewCount":289,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949679312,"gmtCreate":1678665346036,"gmtModify":1678665350342,"author":{"id":"3582192196234738","authorId":"3582192196234738","name":"Penthon","avatar":"https://static.tigerbbs.com/5f9fe77bd547ced80b3a9f115de46ca8","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582192196234738","authorIdStr":"3582192196234738"},"themes":[],"htmlText":"Price of Tesla will down again if he bids...","listText":"Price of Tesla will down again if he bids...","text":"Price of Tesla will down again if he bids...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949679312","repostId":"1161683354","repostType":4,"isVote":1,"tweetType":1,"viewCount":357,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9949887438,"gmtCreate":1678492946324,"gmtModify":1678492951557,"author":{"id":"3582192196234738","authorId":"3582192196234738","name":"Penthon","avatar":"https://static.tigerbbs.com/5f9fe77bd547ced80b3a9f115de46ca8","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582192196234738","authorIdStr":"3582192196234738"},"themes":[],"htmlText":"Cham","listText":"Cham","text":"Cham","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":31,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949887438","repostId":"1121660476","repostType":4,"isVote":1,"tweetType":1,"viewCount":79,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957811578,"gmtCreate":1677153067394,"gmtModify":1677153070907,"author":{"id":"3582192196234738","authorId":"3582192196234738","name":"Penthon","avatar":"https://static.tigerbbs.com/5f9fe77bd547ced80b3a9f115de46ca8","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582192196234738","authorIdStr":"3582192196234738"},"themes":[],"htmlText":"Gogo Alibaba...","listText":"Gogo Alibaba...","text":"Gogo Alibaba...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":27,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957811578","repostId":"1177442073","repostType":4,"repost":{"id":"1177442073","kind":"news","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":1677152236,"share":"https://ttm.financial/m/news/1177442073?lang=&edition=fundamental","pubTime":"2023-02-23 19:37","market":"hk","language":"en","title":"Alibaba Beats Quarterly Revenue Estimates As COVID Curbs Ease","url":"https://stock-news.laohu8.com/highlight/detail?id=1177442073","media":"Reuters","summary":"Feb 23 (Reuters) - Alibaba Group Holding Ltd reported better-than-expected quarterly revenue on Thur","content":"<html><head></head><body><p>Feb 23 (Reuters) - Alibaba Group Holding Ltd reported better-than-expected quarterly revenue on Thursday, as the Chinese e-commerce giant benefited from the country easing COVID-19 curbs.</p><p>The company has weathered a weak economy in China, which only last December lifted its zero-Covid policy after three years.</p><p>Revenue rose 2% to 247.76 billion yuan ($35.92 billion) for the three months ended Dec. 31, compared with a Refinitiv consensus estimate of 245.18 billion yuan drawn from 23 analysts.</p><p>China&#39;s total retail sales contracted 1.8% in December, while its economy grew 3% in the full year 2022, one of its worst growth rates in nearly half a century.</p><p>Net income attributable to ordinary shareholders was 46.82 billion yuan, up from 27.69 billion yuan in the same quarter one year ago.</p><p>($1 = 6.8985 Chinese yuan renminbi)</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>Alibaba Beats Quarterly Revenue Estimates As COVID Curbs Ease</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba Beats Quarterly Revenue Estimates As COVID Curbs Ease\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\">2023-02-23 19:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Feb 23 (Reuters) - Alibaba Group Holding Ltd reported better-than-expected quarterly revenue on Thursday, as the Chinese e-commerce giant benefited from the country easing COVID-19 curbs.</p><p>The company has weathered a weak economy in China, which only last December lifted its zero-Covid policy after three years.</p><p>Revenue rose 2% to 247.76 billion yuan ($35.92 billion) for the three months ended Dec. 31, compared with a Refinitiv consensus estimate of 245.18 billion yuan drawn from 23 analysts.</p><p>China&#39;s total retail sales contracted 1.8% in December, while its economy grew 3% in the full year 2022, one of its worst growth rates in nearly half a century.</p><p>Net income attributable to ordinary shareholders was 46.82 billion yuan, up from 27.69 billion yuan in the same quarter one year ago.</p><p>($1 = 6.8985 Chinese yuan renminbi)</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177442073","content_text":"Feb 23 (Reuters) - Alibaba Group Holding Ltd reported better-than-expected quarterly revenue on Thursday, as the Chinese e-commerce giant benefited from the country easing COVID-19 curbs.The company has weathered a weak economy in China, which only last December lifted its zero-Covid policy after three years.Revenue rose 2% to 247.76 billion yuan ($35.92 billion) for the three months ended Dec. 31, compared with a Refinitiv consensus estimate of 245.18 billion yuan drawn from 23 analysts.China's total retail sales contracted 1.8% in December, while its economy grew 3% in the full year 2022, one of its worst growth rates in nearly half a century.Net income attributable to ordinary shareholders was 46.82 billion yuan, up from 27.69 billion yuan in the same quarter one year ago.($1 = 6.8985 Chinese yuan renminbi)","news_type":1},"isVote":1,"tweetType":1,"viewCount":25,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943902145,"gmtCreate":1679014637688,"gmtModify":1679014641863,"author":{"id":"3582192196234738","authorId":"3582192196234738","name":"Penthon","avatar":"https://static.tigerbbs.com/5f9fe77bd547ced80b3a9f115de46ca8","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582192196234738","authorIdStr":"3582192196234738"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":22,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943902145","repostId":"1170952277","repostType":2,"isVote":1,"tweetType":1,"viewCount":267,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943047135,"gmtCreate":1679004780228,"gmtModify":1679004783870,"author":{"id":"3582192196234738","authorId":"3582192196234738","name":"Penthon","avatar":"https://static.tigerbbs.com/5f9fe77bd547ced80b3a9f115de46ca8","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582192196234738","authorIdStr":"3582192196234738"},"themes":[],"htmlText":"No&nbsp;","listText":"No&nbsp;","text":"No","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943047135","repostId":"1130069870","repostType":2,"repost":{"id":"1130069870","kind":"news","pubTimestamp":1678977851,"share":"https://ttm.financial/m/news/1130069870?lang=&edition=fundamental","pubTime":"2023-03-16 22:44","market":"us","language":"en","title":"First Republic Goes From Wall Street Raider to Seller in Days","url":"https://stock-news.laohu8.com/highlight/detail?id=1130069870","media":"Bloomberg","summary":"Bank built a $271 billion wealth-management unit aimed at richShares are plunging as company weighs ","content":"<html><head></head><body><ul><li>Bank built a $271 billion wealth-management unit aimed at rich</li><li>Shares are plunging as company weighs options, including sale</li></ul><p><img src=\"https://static.tigerbbs.com/04fc778c9b909c9ba73e47a5ac98da98\" tg-width=\"800\" tg-height=\"533\" referrerpolicy=\"no-referrer\"/></p><p>Just days ago,First Republic Bankboasted of another coup for its wealth-management business:poachinga six-person team fromMorgan Stanleyin Los Angeles.</p><p>That followed hiring sprees targetingBank of America Corp.,JPMorgan Chase &amp; Co., Bank of New York Mellon Corp. andWells Fargo &amp; Co.— raiding crews in Boston, New York and Palo Alto, California. It reflected how the San Francisco-based bank was rapidly expanding on the back of tech riches.</p><p>Now First Republic is racing to reassure customers and clients that it can avoid the fate ofSilicon Valley Bank, which collapsed last week after its depositors fled.</p><p>First Republic’s stockplunged35% at the open on Thursday and is down more than 80% since March 8. It’s now exploring strategic options including a sale, and is expected to draw interest from larger rivals, Bloomberg NewsreportedWednesday.</p><p>It’s a stunning turn of events for the lender, which built up a wealth-management franchise with some $271 billion in assets, putting it in rarefied air among American institutions. Yet it’s the emphasis on that business that could make First Republic’s fate different from SVB and New York’sSignature Bank.</p><p>While it expanded rapidly into capital call lines of credit and lending to venture capitalists — services in which SVB specialized — its specialty serving the affluent is seen as making it more attractive than its California counterpart.</p><p>“First Republic Bank grew up in wealth,” whereas “SVB started in portfolio companies,” said Joe Maxwell, managing partner at Fintop Capital, a fintech venture capital firm. Even though there’s a lot of overlap, where they started is still “part of their DNA,” he said.</p><p>A representative for First Republic didn’t immediately reply to a request for comment. Emails sent to the leaders of its newly added adviser team weren’t immediately returned.</p><p>In a March 12message to clients, signed by Executive Chairman Jim Herbert and Chief Executive Officer Michael Roffler, the bank said it has taken steps to bolster itsliquiditywith access to additional financing from JPMorgan.</p><p>“For almost 40 years, we have operated a simple, straightforward business model centered on taking extraordinary care of our clients. We have successfully navigated various macroeconomic and interest rate environments,” they said.</p><h2>Different Origins</h2><p>First Republic’s origin story, in many ways, couldn’t be more different than SVB’s.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/65d0b402e71145670ba96e4eec3bb0a7\" tg-width=\"800\" tg-height=\"508\" referrerpolicy=\"no-referrer\"/><span>Jim Herbert, right, at a Lincoln Center gala with David and Jamie Mitchell in 2011.Photographer: Amanda Gordon/Bloomberg</span></p><p>Herbert founded First Republic in 1985, based on a hunch that jumbo home mortgages to wealthy, established Californians was too good a business to pass up. SVB’s model of providing banking to startups was conceived a few years prior — over a poker game.</p><p>Yet in the coming four decades, as interest rates tumbled and hot tech money came to dominate American finance, their customer bases began to overlap.</p><p>First Republic started actively courting Silicon Valley’s tech wealth. The bank opened a branch inside Facebook’s campus in Menlo Park, California, in an effort to win over early employees on the road to riches. In San Francisco, it has a bank location inside Twitter’s headquarters on Market Street, which remains open.</p><p>Meanwhile, SVB’s offerings grew as founders and venture capitalists got rich, with the firm eventually buying wealth manager Boston Private in 2021.</p><p>Still, that wealth business pales in comparison to First Republic’s, which saw assets balloon to $271 billion from just $17.8 billion at theend of 2010.</p><h2>Major Player</h2><p>It was around that time that First Republic executives initiated a plan to transform its wealth division into a major player. Among its first deals was buying Luminous Capital, with $6 billion in client assets, for a reported $125 million in 2014.</p><p>“They weren’t penetrating the high-net-worth investment business very well” back then, said Luminous co-founder David Hou.</p><p>As assets continued to climb, eventually surpassing $100 billion, Hou and Mark Sear, his partner, opted to split from the bank. They left in 2019 to start Evoke Advisors.</p><p>Hou, Sear and other Evoke partners though have kept money with First Republic amid the past week’s upheaval. So have other clients and fund managers, some expressinglovefor the bank on social media andurgingpeople to stay put.</p><p>One Silicon Valley investor said they planned to keep all of their personal and business funds with First Republic.</p><p>Despite not having its origins in tech, the investor, who asked not to be identified discussing private information, found First Republic better understood the complexities of private tech wealth than the big banks — and on an even footing with SVB.</p><p>They were introduced to both banks six years ago as an early tech employee and chose First Republic over SVB for its relationship management with clients. They now have a personal line of credit, mortgage and venture fund with the bank — and plan to keep it there.</p><p>That kind of resolution was put to the test again on Wednesday, when both S&amp;P Global Ratings and Fitch RatingscutFirst Republic’s credit grade to junk, citing risks that its clients would pull their money en masse.</p><h2>No Chances</h2><p>Other First Republic clients are also hoping to see the bank get through the turmoil — but aren’t taking any chances.</p><p>Bay Area homebuyers are now resorting to “double apping” — submitting loan applications at a second bank just in case, said Joske Thompson, a real estate broker at Compass in San Francisco.</p><p>“To have a backup was unheard of just until last week,” said Thompson, who has been a real estate broker for four decades.</p><p>They’re not the only ones exerting caution.</p><p>A New York-based wealth-management firm catering to high-net-worth investors moved an upper-eight-figure amount of cash from First Republic last week, including money in checking accounts, corporate funds and certificates of deposit, according to a person familiar with the matter.</p><p>The person, who asked not to be identified discussing private information, said the wealth manager doesn’t intend to leave the bank forever, but is looking to spread cash around and diversify after SVB’s collapse.</p><p>The money is being rerouted to institutions including JPMorgan and BNY Mellon, the person said.</p><h2>Cultural Connections</h2><p>Herbert, who was First Republic’s CEO for 37 years, has ranked among the highest-paid US executives. The bank’s board includes Colony Capital founder Tom Barrack.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6b8bed2f2289d248bb2cb300f8dcbb09\" tg-width=\"800\" tg-height=\"533\" referrerpolicy=\"no-referrer\"/><span>Tom BarrackPhotographer: Kyle Grillot/Bloomberg</span></p><p>Herbert’s compensation totaled $17.8 million in 2021, according to the company’s proxy statement. He has been on the board of institutions from coast to coast, including the San Francisco Ballet Association and New York’s Lincoln Center for the Performing Arts.</p><p>Herbert’s wife, Cecilia, has long been on theboardoverseeingBlackRock Inc.’s iShares exchange-traded fund complex. She’s also been on the boards of nonprofits including Stanford Health Care and WNET Group, a New York public media company.</p><p>Jean-Marc Berteaux had been a private wealth client with First Republic for more than 15 years when he and another customer introduced the bank to Boston Youth Symphony Orchestras, a nonprofit where they serve as board members.</p><p>“They’re supporting nonprofits with the understanding that they can grow their private wealth business,” said Berteaux, a retired investment manager.</p><p>He said his banker was on the phone with him Saturday and Sunday, making sure an insured cash sweep was in place to spread out the nonprofit’s millions in $250,000 chunks to other banks.</p><p>“Give me a mega bank that would have done that,” Berteaux said.</p><h2>Concentration Risk</h2><p>The similarities — and differences — between First Republic and SVB are visible on their balance sheets.</p><p>Both SVB and First Republic finance capital call lines to private equity and venture capital funds. But SVB’s $41 billion balance made up more than half of its loan portfolio. First Republic had $10 billion of such loans outstanding.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/272b4dca201b8b6f8a85e660ae4186d0\" tg-width=\"800\" tg-height=\"533\" referrerpolicy=\"no-referrer\"/><span>Mark ZuckerbergPhotographer: George Frey/Bloomberg</span></p><p>Both originate single-family mortgages, but SVB had lent less than $9 billion. That’s a fraction of First Republic’s $99 billion balance, which made up 59% of their loan portfolio (it gave Mark Zuckerberg a1.05% ratein 2012). It had another $22 billion in multifamily loans and $11 billion in other commercial real estate.</p><p>One area of contrast is their deposit base. Consumer accounts make up 37% of First Republic’s, with businesses covering the rest. SVB doesn’t have the same breakdown in its most recent annual report, but notes deposits came largely from commercial clients in tech, life sciences, private equity and venture capital.</p><p>First Republic has said no sector represents more than 9% of total business deposits, while it has a smaller percentage of unsecured deposits than SVB.</p><p>Dick Bove, chief financial strategist at Odeon Capital Group, expects Royal Bank of Canada is most likely to bid for First Republic,drawn inby the wealth management business.</p><p>“Banks always want what they like to call the ultra-wealthy client group,” he said. First Republic clients have amassed wealth over decades, he said, while many SVB clients were at the whims of “hot money.”</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>First Republic Goes From Wall Street Raider to Seller in Days</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\">\nFirst Republic Goes From Wall Street Raider to Seller in Days\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-16 22:44 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-03-16/first-republic-goes-from-wall-street-raider-to-seller-in-days><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Bank built a $271 billion wealth-management unit aimed at richShares are plunging as company weighs options, including saleJust days ago,First Republic Bankboasted of another coup for its wealth-...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-03-16/first-republic-goes-from-wall-street-raider-to-seller-in-days\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PACW":"西太平洋合众银行","WAL":"阿莱恩斯西部银行"},"source_url":"https://www.bloomberg.com/news/articles/2023-03-16/first-republic-goes-from-wall-street-raider-to-seller-in-days","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130069870","content_text":"Bank built a $271 billion wealth-management unit aimed at richShares are plunging as company weighs options, including saleJust days ago,First Republic Bankboasted of another coup for its wealth-management business:poachinga six-person team fromMorgan Stanleyin Los Angeles.That followed hiring sprees targetingBank of America Corp.,JPMorgan Chase & Co., Bank of New York Mellon Corp. andWells Fargo & Co.— raiding crews in Boston, New York and Palo Alto, California. It reflected how the San Francisco-based bank was rapidly expanding on the back of tech riches.Now First Republic is racing to reassure customers and clients that it can avoid the fate ofSilicon Valley Bank, which collapsed last week after its depositors fled.First Republic’s stockplunged35% at the open on Thursday and is down more than 80% since March 8. It’s now exploring strategic options including a sale, and is expected to draw interest from larger rivals, Bloomberg NewsreportedWednesday.It’s a stunning turn of events for the lender, which built up a wealth-management franchise with some $271 billion in assets, putting it in rarefied air among American institutions. Yet it’s the emphasis on that business that could make First Republic’s fate different from SVB and New York’sSignature Bank.While it expanded rapidly into capital call lines of credit and lending to venture capitalists — services in which SVB specialized — its specialty serving the affluent is seen as making it more attractive than its California counterpart.“First Republic Bank grew up in wealth,” whereas “SVB started in portfolio companies,” said Joe Maxwell, managing partner at Fintop Capital, a fintech venture capital firm. Even though there’s a lot of overlap, where they started is still “part of their DNA,” he said.A representative for First Republic didn’t immediately reply to a request for comment. Emails sent to the leaders of its newly added adviser team weren’t immediately returned.In a March 12message to clients, signed by Executive Chairman Jim Herbert and Chief Executive Officer Michael Roffler, the bank said it has taken steps to bolster itsliquiditywith access to additional financing from JPMorgan.“For almost 40 years, we have operated a simple, straightforward business model centered on taking extraordinary care of our clients. We have successfully navigated various macroeconomic and interest rate environments,” they said.Different OriginsFirst Republic’s origin story, in many ways, couldn’t be more different than SVB’s.Jim Herbert, right, at a Lincoln Center gala with David and Jamie Mitchell in 2011.Photographer: Amanda Gordon/BloombergHerbert founded First Republic in 1985, based on a hunch that jumbo home mortgages to wealthy, established Californians was too good a business to pass up. SVB’s model of providing banking to startups was conceived a few years prior — over a poker game.Yet in the coming four decades, as interest rates tumbled and hot tech money came to dominate American finance, their customer bases began to overlap.First Republic started actively courting Silicon Valley’s tech wealth. The bank opened a branch inside Facebook’s campus in Menlo Park, California, in an effort to win over early employees on the road to riches. In San Francisco, it has a bank location inside Twitter’s headquarters on Market Street, which remains open.Meanwhile, SVB’s offerings grew as founders and venture capitalists got rich, with the firm eventually buying wealth manager Boston Private in 2021.Still, that wealth business pales in comparison to First Republic’s, which saw assets balloon to $271 billion from just $17.8 billion at theend of 2010.Major PlayerIt was around that time that First Republic executives initiated a plan to transform its wealth division into a major player. Among its first deals was buying Luminous Capital, with $6 billion in client assets, for a reported $125 million in 2014.“They weren’t penetrating the high-net-worth investment business very well” back then, said Luminous co-founder David Hou.As assets continued to climb, eventually surpassing $100 billion, Hou and Mark Sear, his partner, opted to split from the bank. They left in 2019 to start Evoke Advisors.Hou, Sear and other Evoke partners though have kept money with First Republic amid the past week’s upheaval. So have other clients and fund managers, some expressinglovefor the bank on social media andurgingpeople to stay put.One Silicon Valley investor said they planned to keep all of their personal and business funds with First Republic.Despite not having its origins in tech, the investor, who asked not to be identified discussing private information, found First Republic better understood the complexities of private tech wealth than the big banks — and on an even footing with SVB.They were introduced to both banks six years ago as an early tech employee and chose First Republic over SVB for its relationship management with clients. They now have a personal line of credit, mortgage and venture fund with the bank — and plan to keep it there.That kind of resolution was put to the test again on Wednesday, when both S&P Global Ratings and Fitch RatingscutFirst Republic’s credit grade to junk, citing risks that its clients would pull their money en masse.No ChancesOther First Republic clients are also hoping to see the bank get through the turmoil — but aren’t taking any chances.Bay Area homebuyers are now resorting to “double apping” — submitting loan applications at a second bank just in case, said Joske Thompson, a real estate broker at Compass in San Francisco.“To have a backup was unheard of just until last week,” said Thompson, who has been a real estate broker for four decades.They’re not the only ones exerting caution.A New York-based wealth-management firm catering to high-net-worth investors moved an upper-eight-figure amount of cash from First Republic last week, including money in checking accounts, corporate funds and certificates of deposit, according to a person familiar with the matter.The person, who asked not to be identified discussing private information, said the wealth manager doesn’t intend to leave the bank forever, but is looking to spread cash around and diversify after SVB’s collapse.The money is being rerouted to institutions including JPMorgan and BNY Mellon, the person said.Cultural ConnectionsHerbert, who was First Republic’s CEO for 37 years, has ranked among the highest-paid US executives. The bank’s board includes Colony Capital founder Tom Barrack.Tom BarrackPhotographer: Kyle Grillot/BloombergHerbert’s compensation totaled $17.8 million in 2021, according to the company’s proxy statement. He has been on the board of institutions from coast to coast, including the San Francisco Ballet Association and New York’s Lincoln Center for the Performing Arts.Herbert’s wife, Cecilia, has long been on theboardoverseeingBlackRock Inc.’s iShares exchange-traded fund complex. She’s also been on the boards of nonprofits including Stanford Health Care and WNET Group, a New York public media company.Jean-Marc Berteaux had been a private wealth client with First Republic for more than 15 years when he and another customer introduced the bank to Boston Youth Symphony Orchestras, a nonprofit where they serve as board members.“They’re supporting nonprofits with the understanding that they can grow their private wealth business,” said Berteaux, a retired investment manager.He said his banker was on the phone with him Saturday and Sunday, making sure an insured cash sweep was in place to spread out the nonprofit’s millions in $250,000 chunks to other banks.“Give me a mega bank that would have done that,” Berteaux said.Concentration RiskThe similarities — and differences — between First Republic and SVB are visible on their balance sheets.Both SVB and First Republic finance capital call lines to private equity and venture capital funds. But SVB’s $41 billion balance made up more than half of its loan portfolio. First Republic had $10 billion of such loans outstanding.Mark ZuckerbergPhotographer: George Frey/BloombergBoth originate single-family mortgages, but SVB had lent less than $9 billion. That’s a fraction of First Republic’s $99 billion balance, which made up 59% of their loan portfolio (it gave Mark Zuckerberg a1.05% ratein 2012). It had another $22 billion in multifamily loans and $11 billion in other commercial real estate.One area of contrast is their deposit base. Consumer accounts make up 37% of First Republic’s, with businesses covering the rest. SVB doesn’t have the same breakdown in its most recent annual report, but notes deposits came largely from commercial clients in tech, life sciences, private equity and venture capital.First Republic has said no sector represents more than 9% of total business deposits, while it has a smaller percentage of unsecured deposits than SVB.Dick Bove, chief financial strategist at Odeon Capital Group, expects Royal Bank of Canada is most likely to bid for First Republic,drawn inby the wealth management business.“Banks always want what they like to call the ultra-wealthy client group,” he said. First Republic clients have amassed wealth over decades, he said, while many SVB clients were at the whims of “hot money.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":265,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943001210,"gmtCreate":1678941683931,"gmtModify":1678941687622,"author":{"id":"3582192196234738","authorId":"3582192196234738","name":"Penthon","avatar":"https://static.tigerbbs.com/5f9fe77bd547ced80b3a9f115de46ca8","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582192196234738","authorIdStr":"3582192196234738"},"themes":[],"htmlText":"Lets go","listText":"Lets go","text":"Lets go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943001210","repostId":"2319826065","repostType":4,"isVote":1,"tweetType":1,"viewCount":289,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957439533,"gmtCreate":1677472700023,"gmtModify":1677472703486,"author":{"id":"3582192196234738","authorId":"3582192196234738","name":"Penthon","avatar":"https://static.tigerbbs.com/5f9fe77bd547ced80b3a9f115de46ca8","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582192196234738","authorIdStr":"3582192196234738"},"themes":[],"htmlText":"Adjustment is accumulating....before next fly!","listText":"Adjustment is accumulating....before next fly!","text":"Adjustment is accumulating....before next fly!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957439533","repostId":"2314238672","repostType":4,"repost":{"id":"2314238672","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1677466852,"share":"https://ttm.financial/m/news/2314238672?lang=&edition=fundamental","pubTime":"2023-02-27 11:00","market":"us","language":"en","title":"Tesla’s Analyst Day Is This Week. Four Things to Watch","url":"https://stock-news.laohu8.com/highlight/detail?id=2314238672","media":"Dow Jones","summary":"Tesla is hosting a highly anticipated investor event on March 1. A lot will be discussed, including ","content":"<html><head></head><body><p>Tesla is hosting a highly anticipated investor event on March 1. A lot will be discussed, including Tesla’s growing power business and increasing cash flow, but what Wall Street really wants to see is that the EV maker is planning a new car.</p><p>More than a few analysts believe a new, lower priced Tesla (ticker: TSLA) is needed to guarantee Tesla’s growth through the end of the decade, as well as to defend its market share against all the EV models coming from traditional auto makers.</p><p>As of Friday, Tesla stock was up about 60% year to date. After a rally like that, the stock needs a new factor to help it to rise, wrote Wells Fargo analyst Colin Langan in a Friday report. He believes a $30,000, third-generation vehicle could be that catalyst.</p><p>The Model S and X are Tesla’s first-generation vehicles. Today, those cost roughly $100,000 each. The Model 3 and Y are build on the second-generation platform and cost roughly $50,000 to $60,000 each.</p><p>“The $30,000 price tag of the new Gen. 3 dramatically expands Tesla’s addressable market,” added Langan. Tesla’s current lineup only covers about 55% of the total auto market, according to the analyst. With a $30,000 vehicle, Tesla’s line up would cover about 95%.</p><p>New Street Research analyst Pierre Ferragu and Bernstein analyst Toni Sacconaghi both agree. “The most important issue for Tesla going into its analyst day is the status of its next-gen, lower-cost vehicle platform,” wrote Sacconaghi in a Wednesday report.</p><p>He says Tesla needs the lower-price EV to meet investors’ lofty growth expectations. “Our research has indicated that EV models that have generally struggled to increase volume beyond the third or fourth year of introduction,” he wrote.</p><p>The Model 3 made its debut in 2017. The Model Y arrived in 2020.</p><p>Wall Street expects Tesla to sell more than a million Model Ys in 2023. That would likely make it the best-selling car on the planet, including gasoline powered cars. Growth from there could be hard: Pushing sales of any one model to two million units a year is a very tall order.</p><p>At the moment, the Toyota Motor (TM) Corolla is the best-selling model in the world, with sale of about 1.1 million in 2022. The Model Y was the fourth-best-selling vehicle with about 760,000 units shipped.</p><p>Langan, for his part, rates the shares at Hold. His target for the price is $190. Sacconaghi rates shares at Sell, with a target of $150 a share. Ferragu rates shares at Buy and has a $150 price target.</p><p>Ferragu acknowledges the need for a low-price car and thinks one will be ready by 2025. He also believes that the car could retail for about $25,000 given Tesla’s lead in battery costs and EV manufacturing.</p><p>He sees a low-price Tesla selling more than a million units a year by 2026. He also believes the Model 3 and Y can both easily sell more than a million units a year. He doesn’t share Sacconaghi’s concerns.</p><p>In addition to a new car, Ferragu sees good prospects for Tesla’s energy-storage business in 2023. That is another topic that should come up on March 1.</p><p>“Tesla has been supply constrained in energy storage for as long as we can remember,” wrote Ferragu in a Wednesday report. “And [with] the ramp of the new megapack fab in Lathrop, which quadruples the company’s production capacity, we expect an inflection point in 2023 to 2024.”</p><p>Megapacks are Tesla’s energy-storage products for utilities. They help power companies make wind and solar generation assets more reliable by storing energy so that it can be released to the grid when the sun isn’t shining and the wind isn’t blowing.</p><p>He sees energy storage adding 20 cents and 55 cents, respectively, to Tesla’s earnings per share in 2023 and 2024. Earnings at that level would be a pleasant surprise for investors.</p><p>Wall Street currently projects earnings per share of about $4.10 and $5.60 for 2023 and 2024, respectively. The majority of that comes from Tesla’s car business.</p><p>Canaccord analyst George Gianarkas thinks Tesla could have a couple of other things in store for investors on March 1. He is on the look out for a stock buyback, as well as new commercial vehicles. Tesla has one commercial product: Its semi truck began shipping in December.</p><p>Gianarkas rates Tesla Shares Buy. His price target is $275 a share.</p><p>Cheaper Teslas, new commercial vehicles, new storage businesses, and potentially using capital for buybacks amount to a lot for shareholders to look forward to this coming week.</p><p>Tesla stock closed down 2.6% at $196.88 on Friday. The S&amp;P 500 and Nasdaq Composite were off 1.1% and 1.7%, respectively.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla’s Analyst Day Is This Week. Four Things to Watch</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’s Analyst Day Is This Week. Four Things to Watch\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-02-27 11:00</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Tesla is hosting a highly anticipated investor event on March 1. A lot will be discussed, including Tesla’s growing power business and increasing cash flow, but what Wall Street really wants to see is that the EV maker is planning a new car.</p><p>More than a few analysts believe a new, lower priced Tesla (ticker: TSLA) is needed to guarantee Tesla’s growth through the end of the decade, as well as to defend its market share against all the EV models coming from traditional auto makers.</p><p>As of Friday, Tesla stock was up about 60% year to date. After a rally like that, the stock needs a new factor to help it to rise, wrote Wells Fargo analyst Colin Langan in a Friday report. He believes a $30,000, third-generation vehicle could be that catalyst.</p><p>The Model S and X are Tesla’s first-generation vehicles. Today, those cost roughly $100,000 each. The Model 3 and Y are build on the second-generation platform and cost roughly $50,000 to $60,000 each.</p><p>“The $30,000 price tag of the new Gen. 3 dramatically expands Tesla’s addressable market,” added Langan. Tesla’s current lineup only covers about 55% of the total auto market, according to the analyst. With a $30,000 vehicle, Tesla’s line up would cover about 95%.</p><p>New Street Research analyst Pierre Ferragu and Bernstein analyst Toni Sacconaghi both agree. “The most important issue for Tesla going into its analyst day is the status of its next-gen, lower-cost vehicle platform,” wrote Sacconaghi in a Wednesday report.</p><p>He says Tesla needs the lower-price EV to meet investors’ lofty growth expectations. “Our research has indicated that EV models that have generally struggled to increase volume beyond the third or fourth year of introduction,” he wrote.</p><p>The Model 3 made its debut in 2017. The Model Y arrived in 2020.</p><p>Wall Street expects Tesla to sell more than a million Model Ys in 2023. That would likely make it the best-selling car on the planet, including gasoline powered cars. Growth from there could be hard: Pushing sales of any one model to two million units a year is a very tall order.</p><p>At the moment, the Toyota Motor (TM) Corolla is the best-selling model in the world, with sale of about 1.1 million in 2022. The Model Y was the fourth-best-selling vehicle with about 760,000 units shipped.</p><p>Langan, for his part, rates the shares at Hold. His target for the price is $190. Sacconaghi rates shares at Sell, with a target of $150 a share. Ferragu rates shares at Buy and has a $150 price target.</p><p>Ferragu acknowledges the need for a low-price car and thinks one will be ready by 2025. He also believes that the car could retail for about $25,000 given Tesla’s lead in battery costs and EV manufacturing.</p><p>He sees a low-price Tesla selling more than a million units a year by 2026. He also believes the Model 3 and Y can both easily sell more than a million units a year. He doesn’t share Sacconaghi’s concerns.</p><p>In addition to a new car, Ferragu sees good prospects for Tesla’s energy-storage business in 2023. That is another topic that should come up on March 1.</p><p>“Tesla has been supply constrained in energy storage for as long as we can remember,” wrote Ferragu in a Wednesday report. “And [with] the ramp of the new megapack fab in Lathrop, which quadruples the company’s production capacity, we expect an inflection point in 2023 to 2024.”</p><p>Megapacks are Tesla’s energy-storage products for utilities. They help power companies make wind and solar generation assets more reliable by storing energy so that it can be released to the grid when the sun isn’t shining and the wind isn’t blowing.</p><p>He sees energy storage adding 20 cents and 55 cents, respectively, to Tesla’s earnings per share in 2023 and 2024. Earnings at that level would be a pleasant surprise for investors.</p><p>Wall Street currently projects earnings per share of about $4.10 and $5.60 for 2023 and 2024, respectively. The majority of that comes from Tesla’s car business.</p><p>Canaccord analyst George Gianarkas thinks Tesla could have a couple of other things in store for investors on March 1. He is on the look out for a stock buyback, as well as new commercial vehicles. Tesla has one commercial product: Its semi truck began shipping in December.</p><p>Gianarkas rates Tesla Shares Buy. His price target is $275 a share.</p><p>Cheaper Teslas, new commercial vehicles, new storage businesses, and potentially using capital for buybacks amount to a lot for shareholders to look forward to this coming week.</p><p>Tesla stock closed down 2.6% at $196.88 on Friday. The S&amp;P 500 and Nasdaq Composite were off 1.1% and 1.7%, respectively.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","BK4501":"段永平概念","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","BK4550":"红杉资本持仓","LU2063271972.USD":"富兰克林创新领域基金","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","LU0106831901.USD":"贝莱德世界金融基金A2","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","BK4574":"无人驾驶","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4551":"寇图资本持仓","TSLA":"特斯拉","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0971096721.USD":"富达环球金融服务 A","LU1861558580.USD":"日兴方舟颠覆性创新基金B","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","LU1548497426.USD":"安联环球人工智能AT Acc","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","LU0149725797.USD":"汇丰美国股市经济规模基金","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0742534661.SGD":"Fidelity America A-SGD (hedged)","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4585":"ETF&股票定投概念","LU0823411888.USD":"法巴消费创新基金 Cap","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)"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2314238672","content_text":"Tesla is hosting a highly anticipated investor event on March 1. A lot will be discussed, including Tesla’s growing power business and increasing cash flow, but what Wall Street really wants to see is that the EV maker is planning a new car.More than a few analysts believe a new, lower priced Tesla (ticker: TSLA) is needed to guarantee Tesla’s growth through the end of the decade, as well as to defend its market share against all the EV models coming from traditional auto makers.As of Friday, Tesla stock was up about 60% year to date. After a rally like that, the stock needs a new factor to help it to rise, wrote Wells Fargo analyst Colin Langan in a Friday report. He believes a $30,000, third-generation vehicle could be that catalyst.The Model S and X are Tesla’s first-generation vehicles. Today, those cost roughly $100,000 each. The Model 3 and Y are build on the second-generation platform and cost roughly $50,000 to $60,000 each.“The $30,000 price tag of the new Gen. 3 dramatically expands Tesla’s addressable market,” added Langan. Tesla’s current lineup only covers about 55% of the total auto market, according to the analyst. With a $30,000 vehicle, Tesla’s line up would cover about 95%.New Street Research analyst Pierre Ferragu and Bernstein analyst Toni Sacconaghi both agree. “The most important issue for Tesla going into its analyst day is the status of its next-gen, lower-cost vehicle platform,” wrote Sacconaghi in a Wednesday report.He says Tesla needs the lower-price EV to meet investors’ lofty growth expectations. “Our research has indicated that EV models that have generally struggled to increase volume beyond the third or fourth year of introduction,” he wrote.The Model 3 made its debut in 2017. The Model Y arrived in 2020.Wall Street expects Tesla to sell more than a million Model Ys in 2023. That would likely make it the best-selling car on the planet, including gasoline powered cars. Growth from there could be hard: Pushing sales of any one model to two million units a year is a very tall order.At the moment, the Toyota Motor (TM) Corolla is the best-selling model in the world, with sale of about 1.1 million in 2022. The Model Y was the fourth-best-selling vehicle with about 760,000 units shipped.Langan, for his part, rates the shares at Hold. His target for the price is $190. Sacconaghi rates shares at Sell, with a target of $150 a share. Ferragu rates shares at Buy and has a $150 price target.Ferragu acknowledges the need for a low-price car and thinks one will be ready by 2025. He also believes that the car could retail for about $25,000 given Tesla’s lead in battery costs and EV manufacturing.He sees a low-price Tesla selling more than a million units a year by 2026. He also believes the Model 3 and Y can both easily sell more than a million units a year. He doesn’t share Sacconaghi’s concerns.In addition to a new car, Ferragu sees good prospects for Tesla’s energy-storage business in 2023. That is another topic that should come up on March 1.“Tesla has been supply constrained in energy storage for as long as we can remember,” wrote Ferragu in a Wednesday report. “And [with] the ramp of the new megapack fab in Lathrop, which quadruples the company’s production capacity, we expect an inflection point in 2023 to 2024.”Megapacks are Tesla’s energy-storage products for utilities. They help power companies make wind and solar generation assets more reliable by storing energy so that it can be released to the grid when the sun isn’t shining and the wind isn’t blowing.He sees energy storage adding 20 cents and 55 cents, respectively, to Tesla’s earnings per share in 2023 and 2024. Earnings at that level would be a pleasant surprise for investors.Wall Street currently projects earnings per share of about $4.10 and $5.60 for 2023 and 2024, respectively. The majority of that comes from Tesla’s car business.Canaccord analyst George Gianarkas thinks Tesla could have a couple of other things in store for investors on March 1. He is on the look out for a stock buyback, as well as new commercial vehicles. Tesla has one commercial product: Its semi truck began shipping in December.Gianarkas rates Tesla Shares Buy. His price target is $275 a share.Cheaper Teslas, new commercial vehicles, new storage businesses, and potentially using capital for buybacks amount to a lot for shareholders to look forward to this coming week.Tesla stock closed down 2.6% at $196.88 on Friday. The S&P 500 and Nasdaq Composite were off 1.1% and 1.7%, respectively.","news_type":1},"isVote":1,"tweetType":1,"viewCount":195,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9001306255,"gmtCreate":1641167822923,"gmtModify":1676533577360,"author":{"id":"3582192196234738","authorId":"3582192196234738","name":"Penthon","avatar":"https://static.tigerbbs.com/5f9fe77bd547ced80b3a9f115de46ca8","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582192196234738","authorIdStr":"3582192196234738"},"themes":[],"htmlText":"New Year ,New Hope!","listText":"New Year ,New Hope!","text":"New Year ,New Hope!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9001306255","repostId":"2200403714","repostType":4,"repost":{"id":"2200403714","kind":"news","pubTimestamp":1641163785,"share":"https://ttm.financial/m/news/2200403714?lang=&edition=fundamental","pubTime":"2022-01-03 06:49","market":"us","language":"en","title":"December jobs report, Federal Reserve meeting minutes, CES: What to know this week","url":"https://stock-news.laohu8.com/highlight/detail?id=2200403714","media":"Yahoo Finance","summary":"Investors can expect a busy first week of 2022, laden with key economic releases out of Washington t","content":"<html><head></head><body><p>Investors can expect a busy first week of 2022, laden with key economic releases out of Washington that include the highly-anticipated December jobs report and minutes from the Federal Open Market Committee’s (FOMC) latest policy-setting meeting.</p><p>It was a hectic final month of 2021 for markets, stocks rallied to new highs and the action could pour into the new year’s opening week of trading with a boost from what is known as the “January Effect” — the perception of a seasonal rise in U.S. equities during the first month of the year.</p><p>Wall Street attributes the theory to an increase in purchasing following the drop in prices that occurs in December when investors sell positions that have declined in order to take the capital loss in that calendar year&#39;s taxes. Some also think the anomaly is the result of traders using year-end cash bonuses to purchase equities the following month.</p><p>Employment data will be in the spotlight this week. The Department of Labor’s monthly jobs report due for release on Friday will offer an updated look at the strength of hiring and labor force participation — important measures of the U.S. economy, made even more consequential in recent weeks amid a backdrop of rising COVID-19 cases as investors look to assess the impact of the the latest Omicron-driven wave.</p><p>Consensus economist estimates suggest that about 400,000 jobs were added in December, with the pace of hiring nearly doubling from the fewer-than-expected 210,000 recorded in November, when forecasts predicted a half-million new jobs to return. The unemployment rate is also expected to improve further to 4.1% from 4.3% in November when it ticked down to the lowest read since March 2020.</p><p>Although the pace of non-farm payrolls is projected to have risen in December, the downside risk to estimates may be “sizable.”</p><p>“COVID caseloads have been on the rise since November, and news that Omicron could be more infectious than previous variants circulated widely during the December survey period,” Bloomberg economists wrote in a note. “Given how often households have cited fear of COVID or care-taking needs related to COVID as the most important reasons for staying out of the job market, the emergence of the Omicron variant could continue to discourage them.”</p><p>Despite steady rehiring since the peak of the pandemic, labor force participation remains short of pre-virus levels. The civilian labor force was down by about 2.4 million participants as of November, compared to February 2020. Labor issues are also fueling surging inflation levels, as companies large and small face logistical challenges, including rising business costs and supply chain bottlenecks caused by a shortage of workers.</p><p>“This severe labor market shortage — more than any other economic factor — is accounting for a massive breakdown in the normally well-oiled global supply chain,” experts at Wilmington Trust said in their 2022 Capital Markets Outlook. “Labor participation and how firms deal with global resource disorder will likely determine the path for inflation, which is the critical consideration for investors in 2022.”</p><p><img src=\"https://static.tigerbbs.com/792826db78c3c5bac082a3cd1bbe34c2\" tg-width=\"818\" tg-height=\"685\" referrerpolicy=\"no-referrer\"/></p><p>With inflation at the forefront, investors will also set their sights on the Federal Reserve as it looks to raise interest rates this year to offset swelling price levels. The pace of these hikes will determine the stock market’s path forward in the new year.</p><p>Minutes from the FOMC’s Dec. 15 policy-setting meeting, due out Wednesday, could give investors a better picture of where policymakers see interest rates going in 2022.</p><p>Fed officials indicated last month that all 18 members predict at least one 25 basis point hike next year, with the median member forecasting three rate hikes before 2022 is over. The next FOMC meeting is scheduled to take place on Jan. 25 and 26.</p><p>“What’s not changed is the focus on inflation, that’s the biggest risk,” Brigg Macadam founding partner Greg Swenson told Yahoo Finance Live, adding that the Fed changing its tone is “too little, too late.”</p><p>“They are still, by most measures, quite dovish, even with the tapering of bond purchases and the market pricing in three hikes next year, you’ll still have dramatically negative real rates,” he said. “I wouldn’t call that a hawkish Fed — maybe their tone has changed a little bit and they have definitely stopped using the word ‘transitory,’ they have all but admitted that they missed inflation and underestimated it.”</p><p>Although earnings season doesn’t fully commence until around mid-month, several notable off-cycle reports are due out this week, including ones from Jefferies, Bed Bath &amp; Beyond, and Walgreens.</p><p>CES, the Consumer Technology Association&#39;s iconic consumer electronics show will also take place from Jan. 5-7 in Las Vegas, but will end one day earlier than initially planned due to fast-spreading cases of COVID-19. The event may also have a light crowd, with some usual, big name attendees like Apple, Alphabet and Facebook&#39;s parent Meta dropping their plans to attend in-person under the circumstances.</p><h2>Economic calendar</h2><ul><li><p><b>Monday:</b> Markit US Manufacturing PMI, December final (57.7 estimated, 57.8 prior); Construction Spending, month over month, November (0.7% estimated, 0.2% prior month)</p></li><li><p><b>Tuesday:</b> ISM New Orders, December (61.5% prior month); ISM Prices Paid, December (79.3 estimated, 82.4 prior month); ISM Manufacturing, December (60.2 estimated, 61.1) prior month); ISM Employment, December (53.3 prior month); JOLTS job openings, November (11,033,000 prior month); WARDS Total Vehicle Sales, December (13,100,000 expected, 12,860,000 prior month)</p></li><li><p><b>Wednesday:</b> MBA Mortgage Applications, week ended Dec. 31 (-0.6% during prior week); ADP Employment Change, December (360,000 expected, 534,000 during prior month); Markit US Composite PMI, December final (56.9 prior month); Markit US Services PMI, December final (57.5 expected, 57.5 prior month); FOMC Meeting Minutes, December 15</p></li><li><p><b>Thursday: </b>Challenger Job Cuts, year over year, December (-77% prior); Trade Balance, November (-$74,000,000,000 expected, -$67,000,000,000); Initial Jobless Claims, week ended January 1 (199,000 expected, 198,000 during prior week) Continuing Claims, week ended January 1 (1,715,000 expected, 1,716,000 prior week); Langer Consumer Comfort, January 2 (47.9 prior); Factory Orders excluding transportation, November (1.6% prior); Factory Orders, November (1.5% expected, 1.0% prior) ISM Services Index, December (67.0 expected, 69.1 prior); Durable Goods Orders, November final (2.5% prior); Durable Goods Excluding Transportation, November final (0.8% prior); Capital Goods Orders Nondefense Excluding Aircrafts, November final (-0.1%); Capital Goods Shipments Nondefense Excluding Aircrafts, November final (0.3%)</p></li><li><p><b>Friday:</b> Revisions – Employment Report, Household Survey; Two-Month Payroll Net Revision, December (82,000 prior); Change in Nonfarm Payrolls, December (400,000 expected, 210,000 prior month); Change in Private Payrolls, December (370,000 expected, 235,000 prior month); Change in Manufacturing Payrolls, December (33,000 expected, 31,000 prior month); Unemployment Rate, December (4.1 expected, 4.3% prior); Average Hourly Earnings, month over month, December (0.4% expected, 0.3% prior month); Average Hourly Earnings, year over year (4.2% expected, 4.8% prior month); Average Weekly Hours All Employees, December (34.8 expected, 34.8 prior month); Labor Force Participation Rate, December (61.9% expected, 61.8% prior month); Underemployment Rate, December (7.8% prior month); Consumer Credit, November (22,500,000,000 expected, 16,897,000,000 prior month)</p></li></ul><h2>Earnings calendar</h2><ul><li><p><b>Monday:</b> <i>No notable reports scheduled for release</i></p></li><li><p><b>Tuesday:</b> Jefferies Financial Group (JEF), <a href=\"https://laohu8.com/S/MLKN\">MillerKnoll</a> (MLKN) after market close</p></li><li><p><b>Wednesday:</b> <a href=\"https://laohu8.com/S/MULN\">Mullen Automotive</a> Inc. (MULN)</p></li><li><p><b>Thursday</b>: Bed Bath &amp; Beyond Inc. (BBY) before market open, <a href=\"https://laohu8.com/S/STZ\">Constellation Brands Inc</a>. (STZ) before market open, <a href=\"https://laohu8.com/S/WBA\">Walgreens Boots Alliance</a> (WBA) before market opens, PriceSmart (PSMT) after market close</p></li><li><p><b>Friday: </b><i>No notable reports scheduled for release</i></p></li></ul></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>December jobs report, Federal Reserve meeting minutes, CES: What to know this week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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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\">\nDecember jobs report, Federal Reserve meeting minutes, CES: What to know this week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-03 06:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/december-jobs-report-fomc-meeting-minutes-what-to-know-this-week-171353443.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors can expect a busy first week of 2022, laden with key economic releases out of Washington that include the highly-anticipated December jobs report and minutes from the Federal Open Market ...</p>\n\n<a href=\"https://finance.yahoo.com/news/december-jobs-report-fomc-meeting-minutes-what-to-know-this-week-171353443.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PSMT":"普尔斯玛特","WBA":"沃尔格林联合博姿","BK4077":"互动媒体与服务","BK4076":"电脑与电子产品零售","STZ":"星座品牌","BBBY":"3B家居","BK4155":"大卖场与超市","SPY.AU":"SPDR® S&P 500® ETF Trust","BK4143":"办公服务与用品","JEF":"杰富瑞","BK4504":"桥水持仓","BBY":"百思买","BK4127":"投资银行业与经纪业",".DJI":"道琼斯","BK4169":"酿酒商与葡萄酒商",".IXIC":"NASDAQ Composite","MULN":"Mullen Automotive",".SPX":"S&P 500 Index","FOMC":"FOMO CORP.","BK4567":"ESG概念","BK4128":"药品零售","MLKN":"MillerKnoll","BK4533":"AQR资本管理(全球第二大对冲基金)"},"source_url":"https://finance.yahoo.com/news/december-jobs-report-fomc-meeting-minutes-what-to-know-this-week-171353443.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2200403714","content_text":"Investors can expect a busy first week of 2022, laden with key economic releases out of Washington that include the highly-anticipated December jobs report and minutes from the Federal Open Market Committee’s (FOMC) latest policy-setting meeting.It was a hectic final month of 2021 for markets, stocks rallied to new highs and the action could pour into the new year’s opening week of trading with a boost from what is known as the “January Effect” — the perception of a seasonal rise in U.S. equities during the first month of the year.Wall Street attributes the theory to an increase in purchasing following the drop in prices that occurs in December when investors sell positions that have declined in order to take the capital loss in that calendar year's taxes. Some also think the anomaly is the result of traders using year-end cash bonuses to purchase equities the following month.Employment data will be in the spotlight this week. The Department of Labor’s monthly jobs report due for release on Friday will offer an updated look at the strength of hiring and labor force participation — important measures of the U.S. economy, made even more consequential in recent weeks amid a backdrop of rising COVID-19 cases as investors look to assess the impact of the the latest Omicron-driven wave.Consensus economist estimates suggest that about 400,000 jobs were added in December, with the pace of hiring nearly doubling from the fewer-than-expected 210,000 recorded in November, when forecasts predicted a half-million new jobs to return. The unemployment rate is also expected to improve further to 4.1% from 4.3% in November when it ticked down to the lowest read since March 2020.Although the pace of non-farm payrolls is projected to have risen in December, the downside risk to estimates may be “sizable.”“COVID caseloads have been on the rise since November, and news that Omicron could be more infectious than previous variants circulated widely during the December survey period,” Bloomberg economists wrote in a note. “Given how often households have cited fear of COVID or care-taking needs related to COVID as the most important reasons for staying out of the job market, the emergence of the Omicron variant could continue to discourage them.”Despite steady rehiring since the peak of the pandemic, labor force participation remains short of pre-virus levels. The civilian labor force was down by about 2.4 million participants as of November, compared to February 2020. Labor issues are also fueling surging inflation levels, as companies large and small face logistical challenges, including rising business costs and supply chain bottlenecks caused by a shortage of workers.“This severe labor market shortage — more than any other economic factor — is accounting for a massive breakdown in the normally well-oiled global supply chain,” experts at Wilmington Trust said in their 2022 Capital Markets Outlook. “Labor participation and how firms deal with global resource disorder will likely determine the path for inflation, which is the critical consideration for investors in 2022.”With inflation at the forefront, investors will also set their sights on the Federal Reserve as it looks to raise interest rates this year to offset swelling price levels. The pace of these hikes will determine the stock market’s path forward in the new year.Minutes from the FOMC’s Dec. 15 policy-setting meeting, due out Wednesday, could give investors a better picture of where policymakers see interest rates going in 2022.Fed officials indicated last month that all 18 members predict at least one 25 basis point hike next year, with the median member forecasting three rate hikes before 2022 is over. The next FOMC meeting is scheduled to take place on Jan. 25 and 26.“What’s not changed is the focus on inflation, that’s the biggest risk,” Brigg Macadam founding partner Greg Swenson told Yahoo Finance Live, adding that the Fed changing its tone is “too little, too late.”“They are still, by most measures, quite dovish, even with the tapering of bond purchases and the market pricing in three hikes next year, you’ll still have dramatically negative real rates,” he said. “I wouldn’t call that a hawkish Fed — maybe their tone has changed a little bit and they have definitely stopped using the word ‘transitory,’ they have all but admitted that they missed inflation and underestimated it.”Although earnings season doesn’t fully commence until around mid-month, several notable off-cycle reports are due out this week, including ones from Jefferies, Bed Bath & Beyond, and Walgreens.CES, the Consumer Technology Association's iconic consumer electronics show will also take place from Jan. 5-7 in Las Vegas, but will end one day earlier than initially planned due to fast-spreading cases of COVID-19. The event may also have a light crowd, with some usual, big name attendees like Apple, Alphabet and Facebook's parent Meta dropping their plans to attend in-person under the circumstances.Economic calendarMonday: Markit US Manufacturing PMI, December final (57.7 estimated, 57.8 prior); Construction Spending, month over month, November (0.7% estimated, 0.2% prior month)Tuesday: ISM New Orders, December (61.5% prior month); ISM Prices Paid, December (79.3 estimated, 82.4 prior month); ISM Manufacturing, December (60.2 estimated, 61.1) prior month); ISM Employment, December (53.3 prior month); JOLTS job openings, November (11,033,000 prior month); WARDS Total Vehicle Sales, December (13,100,000 expected, 12,860,000 prior month)Wednesday: MBA Mortgage Applications, week ended Dec. 31 (-0.6% during prior week); ADP Employment Change, December (360,000 expected, 534,000 during prior month); Markit US Composite PMI, December final (56.9 prior month); Markit US Services PMI, December final (57.5 expected, 57.5 prior month); FOMC Meeting Minutes, December 15Thursday: Challenger Job Cuts, year over year, December (-77% prior); Trade Balance, November (-$74,000,000,000 expected, -$67,000,000,000); Initial Jobless Claims, week ended January 1 (199,000 expected, 198,000 during prior week) Continuing Claims, week ended January 1 (1,715,000 expected, 1,716,000 prior week); Langer Consumer Comfort, January 2 (47.9 prior); Factory Orders excluding transportation, November (1.6% prior); Factory Orders, November (1.5% expected, 1.0% prior) ISM Services Index, December (67.0 expected, 69.1 prior); Durable Goods Orders, November final (2.5% prior); Durable Goods Excluding Transportation, November final (0.8% prior); Capital Goods Orders Nondefense Excluding Aircrafts, November final (-0.1%); Capital Goods Shipments Nondefense Excluding Aircrafts, November final (0.3%)Friday: Revisions – Employment Report, Household Survey; Two-Month Payroll Net Revision, December (82,000 prior); Change in Nonfarm Payrolls, December (400,000 expected, 210,000 prior month); Change in Private Payrolls, December (370,000 expected, 235,000 prior month); Change in Manufacturing Payrolls, December (33,000 expected, 31,000 prior month); Unemployment Rate, December (4.1 expected, 4.3% prior); Average Hourly Earnings, month over month, December (0.4% expected, 0.3% prior month); Average Hourly Earnings, year over year (4.2% expected, 4.8% prior month); Average Weekly Hours All Employees, December (34.8 expected, 34.8 prior month); Labor Force Participation Rate, December (61.9% expected, 61.8% prior month); Underemployment Rate, December (7.8% prior month); Consumer Credit, November (22,500,000,000 expected, 16,897,000,000 prior month)Earnings calendarMonday: No notable reports scheduled for releaseTuesday: Jefferies Financial Group (JEF), MillerKnoll (MLKN) after market closeWednesday: Mullen Automotive Inc. (MULN)Thursday: Bed Bath & Beyond Inc. (BBY) before market open, Constellation Brands Inc. (STZ) before market open, Walgreens Boots Alliance (WBA) before market opens, PriceSmart (PSMT) after market closeFriday: No notable reports scheduled for release","news_type":1},"isVote":1,"tweetType":1,"viewCount":135,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941625850,"gmtCreate":1680217307671,"gmtModify":1680217311308,"author":{"id":"3582192196234738","authorId":"3582192196234738","name":"Penthon","avatar":"https://static.tigerbbs.com/5f9fe77bd547ced80b3a9f115de46ca8","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582192196234738","authorIdStr":"3582192196234738"},"themes":[],"htmlText":"Up","listText":"Up","text":"Up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941625850","repostId":"2323760998","repostType":2,"repost":{"id":"2323760998","kind":"highlight","pubTimestamp":1680191381,"share":"https://ttm.financial/m/news/2323760998?lang=&edition=fundamental","pubTime":"2023-03-30 23:49","market":"us","language":"en","title":"The 3 Best Stocks to Buy if We Enter a New Bull Market Soon","url":"https://stock-news.laohu8.com/highlight/detail?id=2323760998","media":"InvestorPlace","summary":"With multiple U.S. indices putting in a series of higher highs, many investors are thinking about th","content":"<html><head></head><body><ul><li><p>With multiple U.S. indices putting in a series of higher highs, many investors are thinking about the end of a bear market. There are three companies that show signs of being the best stocks for a bull market.</p></li><li><p><a href=\"https://laohu8.com/S/DIS\">Disney </a>: Its streaming portfolio, parks and other segments should recover nicely and help power it higher in the next bull market.</p></li><li><p><a href=\"https://laohu8.com/S/TSLA\">Tesla </a>: The company will benefit from a “risk-on” environment and when the consumer is strong again.</p></li><li><p><a href=\"https://laohu8.com/S/PYPL\">PayPal</a>: Stock has hardly recovered from its painful fall, yet still has a good business. The stock needs a better environment.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dfabd4a8fcc86056eb11d543c1e8d6d1\" tg-width=\"768\" tg-height=\"432\"/></p><p>Source: Zeedign.com / Shutterstock</p><p>The <strong>Nasdaq</strong> is trying to break out to new monthly highs, while multiple U.S. indices are putting in a series of higher highs. It’s got investors thinking about the end of the bear market. Ultimately, it’s got investors looking at the best stocks for a bull market.</p><p>To some extent, investing is often about preparation. It’s helpful to devise multiple scenarios so we know how to react. In that event, we can be ready for multiple outcomes depending on how things pan out.</p><p>Case in point, we don’t know if the current bear market is ending now or when it will ultimately do so. Sure, the stock market has performed pretty darn well in the first quarter of 2023, but there are a lot of mixed signals in the market right now. And admittedly, a recession seems to be barreling toward us.</p><p>I am writing this article on the premise that these stocks are not necessarily ones to buy right here, right now. Rather, I’m looking for names that I want to buy on pullbacks or upon the realization that we are truly entering a new bull market. I understand that different investors have different definitions of when that turn will be official.</p><p>That said, I want to be prepared for when we enter a new bull market, because we <em>will</em> at some point. Let’s look at the best stocks for a bull market.</p><h2><a href=\"https://laohu8.com/S/DIS\">Walt Disney </a></h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bca731cb168e1ea163fe9648c5aea426\" tg-width=\"300\" tg-height=\"169\"/></p><p>Source: Shutterstock</p><p><strong>Disney</strong> sure seems to be trading like there’s a recession on the horizon. For long-term buyers stalking Disney stock for a position, this is good news. A 12% pullback from current levels would send Disney down to new 52-week lows. A trip down to about $80 (a decline of about 16.5%) would send shares back down to the 2020 Covid-19 low.</p><p>It’s possible that we see those prices or worse in the coming weeks or months. But let me tell you something: Once the economy bottoms and begins to rebound, and once the bull market is underway, Disney is going to be a name you’ll want to own for quite some time.</p><p>Not only does it have powerful travel, studio and experiences businesses, but it has grown its digital streaming business into a real powerhouse. Combined, it’s not crazy to assume that Disney will eventually regain its all-time high near $200.</p><p>Just for some perspective, from current levels, Disney stock would gain more than 100% if and when it takes out that high, which I believe it will do in the next bull market.</p><h2><a href=\"https://laohu8.com/S/TSLA\">Tesla </a></h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/562dad9d372838735dd5f12923c2e9e1\" tg-width=\"300\" tg-height=\"169\"/></p><p>Source: Zigres / Shutterstock.com</p><p><strong>Tesla</strong> (NASDAQ:<strong>TSLA</strong>) stock has been trading much better so far this year. Within the first week of 2023, Tesla stock bottomed and it then more than doubled off the low. If we enter a deep recession, both in the U.S. and/or globally, that’s going to weigh on Tesla’s business.</p><p>After all, the company is an automaker and as consumer spending power comes under pressure so too will Tesla’s revenue. That said, once the economy fires back up, Tesla will be there to absorb that increase in consumer spending.</p><p>Not to mention, the company continues to generate very impressive top- and bottom-line growth at the moment, while also generating its own energy revenue.</p><p>I don’t know if Tesla stock will make new lows again or not. The selling pressure going into late-2022 was pretty intense and it has me thinking that, unless we go into a painful tailspin in the stock market and a deeper recession, we may not see the $100 level tested again.</p><p>That said, I do believe Tesla shares will make new highs.</p><h2><a href=\"https://laohu8.com/S/PYPL\">PayPal </a></h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d31459f9b0c14e33810dd1f29612c85a\" tg-width=\"300\" tg-height=\"169\"/></p><p>Source: Michael Vi / Shutterstock.com</p><p>The action in <strong>PayPal</strong> (NASDAQ:<strong>PYPL</strong>) is quite disappointing for bulls. Not only was the stock caught up in a massive selloff, suffering a peak-to-trough decline of 78.6%, but it’s not partaking in the tech-stock rally of 2023!</p><p>Shares are up just 10% from the 52-week low while many names in tech are up several multiples of that. Tesla more than doubled. So did <strong>Nvidia</strong> (NASDAQ:<strong>NVDA</strong>). While PayPal is in a different industry than these names, investors would have liked to see a stronger rebound.</p><p>However, the company has staying power. It’s now forecast to grow revenue and earnings this year and next year, while trading at a reasonable valuation. It now trades at roughly 15 times this year’s earnings forecast. That’s cheap.</p><p>When the market does eventually return to a bull market, I think money will flow back into PayPal. Even if PayPal only regained half of its losses, it would mark a 150% rally from current levels.</p></body></html>","source":"investorplace","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>The 3 Best Stocks to Buy if We Enter a New Bull Market Soon</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\">\nThe 3 Best Stocks to Buy if We Enter a New Bull Market Soon\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-30 23:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2023/03/the-3-best-stocks-to-buy-if-we-enter-a-new-bull-market-soon/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>With multiple U.S. indices putting in a series of higher highs, many investors are thinking about the end of a bear market. There are three companies that show signs of being the best stocks for a ...</p>\n\n<a href=\"https://investorplace.com/2023/03/the-3-best-stocks-to-buy-if-we-enter-a-new-bull-market-soon/\">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","DIS":"迪士尼","PYPL":"PayPal"},"source_url":"https://investorplace.com/2023/03/the-3-best-stocks-to-buy-if-we-enter-a-new-bull-market-soon/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2323760998","content_text":"With multiple U.S. indices putting in a series of higher highs, many investors are thinking about the end of a bear market. There are three companies that show signs of being the best stocks for a bull market.Disney : Its streaming portfolio, parks and other segments should recover nicely and help power it higher in the next bull market.Tesla : The company will benefit from a “risk-on” environment and when the consumer is strong again.PayPal: Stock has hardly recovered from its painful fall, yet still has a good business. The stock needs a better environment.Source: Zeedign.com / ShutterstockThe Nasdaq is trying to break out to new monthly highs, while multiple U.S. indices are putting in a series of higher highs. It’s got investors thinking about the end of the bear market. Ultimately, it’s got investors looking at the best stocks for a bull market.To some extent, investing is often about preparation. It’s helpful to devise multiple scenarios so we know how to react. In that event, we can be ready for multiple outcomes depending on how things pan out.Case in point, we don’t know if the current bear market is ending now or when it will ultimately do so. Sure, the stock market has performed pretty darn well in the first quarter of 2023, but there are a lot of mixed signals in the market right now. And admittedly, a recession seems to be barreling toward us.I am writing this article on the premise that these stocks are not necessarily ones to buy right here, right now. Rather, I’m looking for names that I want to buy on pullbacks or upon the realization that we are truly entering a new bull market. I understand that different investors have different definitions of when that turn will be official.That said, I want to be prepared for when we enter a new bull market, because we will at some point. Let’s look at the best stocks for a bull market.Walt Disney Source: ShutterstockDisney sure seems to be trading like there’s a recession on the horizon. For long-term buyers stalking Disney stock for a position, this is good news. A 12% pullback from current levels would send Disney down to new 52-week lows. A trip down to about $80 (a decline of about 16.5%) would send shares back down to the 2020 Covid-19 low.It’s possible that we see those prices or worse in the coming weeks or months. But let me tell you something: Once the economy bottoms and begins to rebound, and once the bull market is underway, Disney is going to be a name you’ll want to own for quite some time.Not only does it have powerful travel, studio and experiences businesses, but it has grown its digital streaming business into a real powerhouse. Combined, it’s not crazy to assume that Disney will eventually regain its all-time high near $200.Just for some perspective, from current levels, Disney stock would gain more than 100% if and when it takes out that high, which I believe it will do in the next bull market.Tesla Source: Zigres / Shutterstock.comTesla (NASDAQ:TSLA) stock has been trading much better so far this year. Within the first week of 2023, Tesla stock bottomed and it then more than doubled off the low. If we enter a deep recession, both in the U.S. and/or globally, that’s going to weigh on Tesla’s business.After all, the company is an automaker and as consumer spending power comes under pressure so too will Tesla’s revenue. That said, once the economy fires back up, Tesla will be there to absorb that increase in consumer spending.Not to mention, the company continues to generate very impressive top- and bottom-line growth at the moment, while also generating its own energy revenue.I don’t know if Tesla stock will make new lows again or not. The selling pressure going into late-2022 was pretty intense and it has me thinking that, unless we go into a painful tailspin in the stock market and a deeper recession, we may not see the $100 level tested again.That said, I do believe Tesla shares will make new highs.PayPal Source: Michael Vi / Shutterstock.comThe action in PayPal (NASDAQ:PYPL) is quite disappointing for bulls. Not only was the stock caught up in a massive selloff, suffering a peak-to-trough decline of 78.6%, but it’s not partaking in the tech-stock rally of 2023!Shares are up just 10% from the 52-week low while many names in tech are up several multiples of that. Tesla more than doubled. So did Nvidia (NASDAQ:NVDA). While PayPal is in a different industry than these names, investors would have liked to see a stronger rebound.However, the company has staying power. It’s now forecast to grow revenue and earnings this year and next year, while trading at a reasonable valuation. It now trades at roughly 15 times this year’s earnings forecast. That’s cheap.When the market does eventually return to a bull market, I think money will flow back into PayPal. Even if PayPal only regained half of its losses, it would mark a 150% rally from current levels.","news_type":1},"isVote":1,"tweetType":1,"viewCount":345,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9077183290,"gmtCreate":1658468037210,"gmtModify":1676536164360,"author":{"id":"3582192196234738","authorId":"3582192196234738","name":"Penthon","avatar":"https://static.tigerbbs.com/5f9fe77bd547ced80b3a9f115de46ca8","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582192196234738","authorIdStr":"3582192196234738"},"themes":[],"htmlText":"[Happy]&nbsp;","listText":"[Happy]&nbsp;","text":"[Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9077183290","repostId":"1179007770","repostType":2,"repost":{"id":"1179007770","kind":"news","pubTimestamp":1658461924,"share":"https://ttm.financial/m/news/1179007770?lang=&edition=fundamental","pubTime":"2022-07-22 11:52","market":"hk","language":"en","title":"Alibaba Vs. Amazon: A Winner Emerges","url":"https://stock-news.laohu8.com/highlight/detail?id=1179007770","media":"Seeking Alpha","summary":"SummaryAlibaba and Amazon are both great companies in an industry that's experiencing temporary head","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Alibaba and Amazon are both great companies in an industry that&#39;s experiencing temporary headwinds.</li><li>E-commerce over-earned in 2020 and 2021 and is now paying the price for it.</li><li>Alibaba is cheaper, more profitable, and faster-growing than Amazon.</li><li>However, Amazon faces less political risk.</li><li>In this article, I explore these and other factors to determine which of the two e-commerce giants is a better buy.</li></ul><p><b>Alibaba</b>(NYSE:BABA) and <b>Amazon</b>(NASDAQ:AMZN) are two of the undisputed leaders of the e-commerce industry. BABA is the top e-commerce platform in China by profit, while Amazon is#1 in the U.S.by revenue as well as profit. Beyond the fact that they have similar core businesses, both Amazon and Alibaba also have cloud computing segments. The cloud has been a big profit driver for Amazon, whose core e-commerce business isn’t always profitable, and Alibaba is making big moves in the space too.</p><p>Despite the similarities between Alibaba and Amazon, there are big differences as well. Amazon sells goods directly, while Alibaba relies almost exclusively on third parties. Amazon’s biggest market is the United States, Alibaba’s is China. Amazon’s cloud business is a huge profit driver, Alibaba’s e-commerce business subsidizes the cloud.</p><p>There are enough differences between Amazon and Alibaba to make the comparison less than “apples to apples.” However, these two companies are the biggest e-commerce players in the world’s first and second largest economies. So, they are worth comparing.</p><p>The comparison is fairly interesting, too. Alibaba has both a cheaper valuation and faster revenue growth than Amazon, which would theoretically make it a better buy. However, Amazon faces less political risk than Alibaba does, which justifies some sort of a premium. The question, then, is whether Amazon’s valuation premium relative to Alibaba is too large, too small, or just the right size. In this article, I will argue that it is too large, and that BABA is the better buy out of these stocks at today’s prices.</p><p><b>Amazon and Alibaba: Competitors?</b></p><p>The first thing we need to know when looking at Amazon and Alibaba side by side is whether the two companies are competitors. They’re in the same industry, but in different regions. So the degree of competition is hard to gauge.</p><p>Generally, if you search online for a list of Amazon competitors, you’ll see Alibaba listed among them. For example, a <b>Shopify</b>(SHOP) blog post names Alibabain its list of companies that compete with Amazon. Many other sources online report the same thing.</p><p>There may be some competition between Amazon and Alibaba in some markets, but it’s pretty limited. In the U.S., the two companies actually have a symbiotic relationship. Alibaba is a huge source of bulk goods that drop shippers sell on Amazon, Shopify and <b>eBay</b>(EBAY). So Amazon and Alibaba can feed off each other&#39;s success in the United States.</p><p>As far as China goes: there’s little meaningful competition between Amazon and Alibaba there. Amazon exited direct selling in China in 2019, and now only does cross-border shipping. Shipping from the U.S. to China takes11-20 business days for consumer packages, which creates a barrier to Amazon gaining significant market share in China.</p><p><b>Financials</b></p><p>Alibaba and Amazon are both large, established tech companies. In recent years, BABA’s growth has been faster than Amazon’s, though it decelerated a lot in the last two quarters. Below you’ll find a table with some select financial metrics for Amazon and Alibaba side by side. As you can see, BABA generally has the higher growth rates of the two companies, but not by a lot.</p><p><img src=\"https://static.tigerbbs.com/7297f6973d96d7f1c681640e3b28afcd\" tg-width=\"632\" tg-height=\"315\" referrerpolicy=\"no-referrer\"/></p><p>As the table shows, BABA’s growth is faster than AMZN’s on the top line, and the decline is less severe on two out of four bottom line metrics. Although BABA’s earnings decline was more severe than Amazon’s, BABA managed to retain positive FCF in the TTM period, while Amazon didn’t. BABA also had the less severe decline in operating income/EBIT.</p><p>We can also calculate some profit metrics from the above figures. They are shown in the table below.</p><p><img src=\"https://static.tigerbbs.com/096cebe510afefb9b7817a44624e043f\" tg-width=\"632\" tg-height=\"229\" referrerpolicy=\"no-referrer\"/></p><p>Again, the comparison favors Alibaba. Amazon only beats Alibaba on one profit metric (gross margin), but its win there is small. Meanwhile, BABA doubles AMZN’s EBIT margin, nearly doubles the net margin, and has a positive FCF margin. On profitability, Alibaba takes home the gold.</p><p><b>Valuation</b></p><p>Having looked at Amazon and Alibaba’s financials, we can turn to their valuations. On this factor, there really is no comparison: BABA is cheaper than AMZN by a country mile. Its key multiples are all lower than Amazon’s, and it comes out with more upside in a DCF model.</p><p>In the table below, I’ve compiled some valuation measures for AMZN and BABA using Seeking Alpha Quant. BABA is cheaper than AMZN on every single one.</p><p><img src=\"https://static.tigerbbs.com/e670b7e0fab330f4f1835c4bf4f5f35b\" tg-width=\"624\" tg-height=\"308\" referrerpolicy=\"no-referrer\"/></p><p>Not only are BABA’s multiples lower than Amazon’s, many of them are in true value territory. Earnings and cash flow multiples around 12 are not much higher than what bank stocks trade at, yet BABA is a tech giant with 40% five-year annualized revenue growth. It looks like a bargain, and the comparison to AMZN is favorable.</p><p>It’s also possible to compare Amazon and Alibaba using a discounted cash flow analysis. In a recent article, I did a DCF valuation of BABA using the 10-year Treasury yield as the discount rate, and got a $253 fair value. The yield hasn’t changed since I wrote that article, so that valuation still stands. I will say that Alibaba stock is generally considered risky, and if you throw a 3% risk premium on top of the discount rate I used, you only get $119. That’s still upside, but not a whole lot.</p><p>Amazon’s DCF valuation is a more complicated topic. If you use a 3% discount rate and assume that the 3-year CAGR earnings growth rate of 20% continues over the next five years before slowing to 0%, you get to $165. That’s upside to today’s price, but less upside than my BABA model, even though the BABA model assumes way less growth. If BABA goes to $250 it rises 140%. If AMZN goes to $165, it rises just 35%. So if we can use the same discount rate for Amazon and BABA, BABA is worth more, even with far more conservative growth assumptions. With that said, Alibaba is exposed to considerable political risk, so there’s a case to be made for using a higher discount rate for BABA than for AMZN.</p><p><b>Long-Term Business Outlook</b></p><p>Having looked at historical factors, we can turn to the long-term business outlook for Amazon and Alibaba. Everything I’ve written about these two stocks assumes that they can return to positive earnings growth in the future, so we need to gauge whether that’s the case.</p><p>First, we can look at industry prospects on a worldwide basis. Valuates Report forecasts that e-commerce will grow at 17.4% CAGR to 2028. Other forecasters offer similar estimates. That sounds nice, but it isn’t consistent with what&#39;s happening this year. Amazon, Alibaba, and Shopify all saw significant deceleration this year. Growth should pick up again in the future, but I’m not sure that Valuates’ rosy forecast will be hit. The COVID-19 pandemic was a huge tailwind for e-commerce firms in 2020 and 2021, pulling revenue growth forward. We can expect the industry to grow in the future, but not as much as in the recent past.</p><p>Next, we can look at growth in the markets Amazon and Alibaba serve. Both the U.S. and China have decent historical GDP growth, but China’s growth is faster. America’s10-year compound GDP growth is 2.1%. China’s is 6%. China’s growth could be cut in half, and it would still be faster than the U.S. So, BABA takes the nod on growth in the key market.</p><p>Alibaba and Amazon face similar amounts of competition. Amazon is up against Shopify, eBay and <b>Walmart</b>(WMT); Alibaba has <b>JD</b>(JD) and <b>Pinduoduo</b>(PDD). The number and size of major competitors is similar for both companies. Given the similarity of the competitive dynamics Amazon and Alibaba face, it looks like China’s edge in economic growth gives BABA an edge in long-term business outlook.</p><p><b>One Big Risk</b></p><p>All of the factors I’ve looked at so far favor Alibaba over Amazon. The former company wins on growth, profitability and valuation, the latter on none of the factors I’ve looked at. It seems like an open and shut case. However, there is one factor that does give Amazon an edge:</p><p><i>Political risk.</i></p><p>Currently, Alibaba is exposed to a rather enormous number of political risks, including:</p><ul><li><p>Renewed fines.</p></li><li><p>A data leak that’s being investigated by China’s government.</p></li><li><p>The possibility of being delisted from the NYSE.</p></li></ul><p>It’s impossible to put a numerical value on risks like these, but they are real. Fines, for example, took a $2.8 billion bite out of BABA’s net income in calendar 2021. So the risks aren’t idle talk: they are materializing, and affecting fundamentals.</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>Alibaba Vs. Amazon: A Winner Emerges</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba Vs. Amazon: A Winner Emerges\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-22 11:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4524647-alibaba-vs-amazon-stock-which-is-better?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A49><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAlibaba and Amazon are both great companies in an industry that's experiencing temporary headwinds.E-commerce over-earned in 2020 and 2021 and is now paying the price for it.Alibaba is cheaper,...</p>\n\n<a href=\"https://seekingalpha.com/article/4524647-alibaba-vs-amazon-stock-which-is-better?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A49\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴","AMZN":"亚马逊"},"source_url":"https://seekingalpha.com/article/4524647-alibaba-vs-amazon-stock-which-is-better?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A49","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179007770","content_text":"SummaryAlibaba and Amazon are both great companies in an industry that's experiencing temporary headwinds.E-commerce over-earned in 2020 and 2021 and is now paying the price for it.Alibaba is cheaper, more profitable, and faster-growing than Amazon.However, Amazon faces less political risk.In this article, I explore these and other factors to determine which of the two e-commerce giants is a better buy.Alibaba(NYSE:BABA) and Amazon(NASDAQ:AMZN) are two of the undisputed leaders of the e-commerce industry. BABA is the top e-commerce platform in China by profit, while Amazon is#1 in the U.S.by revenue as well as profit. Beyond the fact that they have similar core businesses, both Amazon and Alibaba also have cloud computing segments. The cloud has been a big profit driver for Amazon, whose core e-commerce business isn’t always profitable, and Alibaba is making big moves in the space too.Despite the similarities between Alibaba and Amazon, there are big differences as well. Amazon sells goods directly, while Alibaba relies almost exclusively on third parties. Amazon’s biggest market is the United States, Alibaba’s is China. Amazon’s cloud business is a huge profit driver, Alibaba’s e-commerce business subsidizes the cloud.There are enough differences between Amazon and Alibaba to make the comparison less than “apples to apples.” However, these two companies are the biggest e-commerce players in the world’s first and second largest economies. So, they are worth comparing.The comparison is fairly interesting, too. Alibaba has both a cheaper valuation and faster revenue growth than Amazon, which would theoretically make it a better buy. However, Amazon faces less political risk than Alibaba does, which justifies some sort of a premium. The question, then, is whether Amazon’s valuation premium relative to Alibaba is too large, too small, or just the right size. In this article, I will argue that it is too large, and that BABA is the better buy out of these stocks at today’s prices.Amazon and Alibaba: Competitors?The first thing we need to know when looking at Amazon and Alibaba side by side is whether the two companies are competitors. They’re in the same industry, but in different regions. So the degree of competition is hard to gauge.Generally, if you search online for a list of Amazon competitors, you’ll see Alibaba listed among them. For example, a Shopify(SHOP) blog post names Alibabain its list of companies that compete with Amazon. Many other sources online report the same thing.There may be some competition between Amazon and Alibaba in some markets, but it’s pretty limited. In the U.S., the two companies actually have a symbiotic relationship. Alibaba is a huge source of bulk goods that drop shippers sell on Amazon, Shopify and eBay(EBAY). So Amazon and Alibaba can feed off each other's success in the United States.As far as China goes: there’s little meaningful competition between Amazon and Alibaba there. Amazon exited direct selling in China in 2019, and now only does cross-border shipping. Shipping from the U.S. to China takes11-20 business days for consumer packages, which creates a barrier to Amazon gaining significant market share in China.FinancialsAlibaba and Amazon are both large, established tech companies. In recent years, BABA’s growth has been faster than Amazon’s, though it decelerated a lot in the last two quarters. Below you’ll find a table with some select financial metrics for Amazon and Alibaba side by side. As you can see, BABA generally has the higher growth rates of the two companies, but not by a lot.As the table shows, BABA’s growth is faster than AMZN’s on the top line, and the decline is less severe on two out of four bottom line metrics. Although BABA’s earnings decline was more severe than Amazon’s, BABA managed to retain positive FCF in the TTM period, while Amazon didn’t. BABA also had the less severe decline in operating income/EBIT.We can also calculate some profit metrics from the above figures. They are shown in the table below.Again, the comparison favors Alibaba. Amazon only beats Alibaba on one profit metric (gross margin), but its win there is small. Meanwhile, BABA doubles AMZN’s EBIT margin, nearly doubles the net margin, and has a positive FCF margin. On profitability, Alibaba takes home the gold.ValuationHaving looked at Amazon and Alibaba’s financials, we can turn to their valuations. On this factor, there really is no comparison: BABA is cheaper than AMZN by a country mile. Its key multiples are all lower than Amazon’s, and it comes out with more upside in a DCF model.In the table below, I’ve compiled some valuation measures for AMZN and BABA using Seeking Alpha Quant. BABA is cheaper than AMZN on every single one.Not only are BABA’s multiples lower than Amazon’s, many of them are in true value territory. Earnings and cash flow multiples around 12 are not much higher than what bank stocks trade at, yet BABA is a tech giant with 40% five-year annualized revenue growth. It looks like a bargain, and the comparison to AMZN is favorable.It’s also possible to compare Amazon and Alibaba using a discounted cash flow analysis. In a recent article, I did a DCF valuation of BABA using the 10-year Treasury yield as the discount rate, and got a $253 fair value. The yield hasn’t changed since I wrote that article, so that valuation still stands. I will say that Alibaba stock is generally considered risky, and if you throw a 3% risk premium on top of the discount rate I used, you only get $119. That’s still upside, but not a whole lot.Amazon’s DCF valuation is a more complicated topic. If you use a 3% discount rate and assume that the 3-year CAGR earnings growth rate of 20% continues over the next five years before slowing to 0%, you get to $165. That’s upside to today’s price, but less upside than my BABA model, even though the BABA model assumes way less growth. If BABA goes to $250 it rises 140%. If AMZN goes to $165, it rises just 35%. So if we can use the same discount rate for Amazon and BABA, BABA is worth more, even with far more conservative growth assumptions. With that said, Alibaba is exposed to considerable political risk, so there’s a case to be made for using a higher discount rate for BABA than for AMZN.Long-Term Business OutlookHaving looked at historical factors, we can turn to the long-term business outlook for Amazon and Alibaba. Everything I’ve written about these two stocks assumes that they can return to positive earnings growth in the future, so we need to gauge whether that’s the case.First, we can look at industry prospects on a worldwide basis. Valuates Report forecasts that e-commerce will grow at 17.4% CAGR to 2028. Other forecasters offer similar estimates. That sounds nice, but it isn’t consistent with what's happening this year. Amazon, Alibaba, and Shopify all saw significant deceleration this year. Growth should pick up again in the future, but I’m not sure that Valuates’ rosy forecast will be hit. The COVID-19 pandemic was a huge tailwind for e-commerce firms in 2020 and 2021, pulling revenue growth forward. We can expect the industry to grow in the future, but not as much as in the recent past.Next, we can look at growth in the markets Amazon and Alibaba serve. Both the U.S. and China have decent historical GDP growth, but China’s growth is faster. America’s10-year compound GDP growth is 2.1%. China’s is 6%. China’s growth could be cut in half, and it would still be faster than the U.S. So, BABA takes the nod on growth in the key market.Alibaba and Amazon face similar amounts of competition. Amazon is up against Shopify, eBay and Walmart(WMT); Alibaba has JD(JD) and Pinduoduo(PDD). The number and size of major competitors is similar for both companies. Given the similarity of the competitive dynamics Amazon and Alibaba face, it looks like China’s edge in economic growth gives BABA an edge in long-term business outlook.One Big RiskAll of the factors I’ve looked at so far favor Alibaba over Amazon. The former company wins on growth, profitability and valuation, the latter on none of the factors I’ve looked at. It seems like an open and shut case. However, there is one factor that does give Amazon an edge:Political risk.Currently, Alibaba is exposed to a rather enormous number of political risks, including:Renewed fines.A data leak that’s being investigated by China’s government.The possibility of being delisted from the NYSE.It’s impossible to put a numerical value on risks like these, but they are real. Fines, for example, took a $2.8 billion bite out of BABA’s net income in calendar 2021. So the risks aren’t idle talk: they are materializing, and affecting fundamentals.","news_type":1},"isVote":1,"tweetType":1,"viewCount":194,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949031976,"gmtCreate":1678233112995,"gmtModify":1678233116537,"author":{"id":"3582192196234738","authorId":"3582192196234738","name":"Penthon","avatar":"https://static.tigerbbs.com/5f9fe77bd547ced80b3a9f115de46ca8","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582192196234738","authorIdStr":"3582192196234738"},"themes":[],"htmlText":"[Happy]&nbsp;","listText":"[Happy]&nbsp;","text":"[Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9949031976","repostId":"1181525228","repostType":2,"isVote":1,"tweetType":1,"viewCount":163,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9053982270,"gmtCreate":1654475301090,"gmtModify":1676535452801,"author":{"id":"3582192196234738","authorId":"3582192196234738","name":"Penthon","avatar":"https://static.tigerbbs.com/5f9fe77bd547ced80b3a9f115de46ca8","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582192196234738","authorIdStr":"3582192196234738"},"themes":[],"htmlText":"Split and soar🙌🙌","listText":"Split and soar🙌🙌","text":"Split and soar🙌🙌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9053982270","repostId":"2241438167","repostType":2,"isVote":1,"tweetType":1,"viewCount":175,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957796282,"gmtCreate":1677542522346,"gmtModify":1677542526024,"author":{"id":"3582192196234738","authorId":"3582192196234738","name":"Penthon","avatar":"https://static.tigerbbs.com/5f9fe77bd547ced80b3a9f115de46ca8","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582192196234738","authorIdStr":"3582192196234738"},"themes":[],"htmlText":"Split? Adjustments to come soon.be aware..","listText":"Split? Adjustments to come soon.be aware..","text":"Split? Adjustments to come soon.be aware..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957796282","repostId":"2314596835","repostType":4,"repost":{"id":"2314596835","kind":"highlight","pubTimestamp":1677540005,"share":"https://ttm.financial/m/news/2314596835?lang=&edition=fundamental","pubTime":"2023-02-28 07:20","market":"us","language":"en","title":"AMC Stock Soars 23% as Hearing Risks Delaying APE Conversion","url":"https://stock-news.laohu8.com/highlight/detail?id=2314596835","media":"Bloomberg","summary":"(Bloomberg) -- AMC Entertainment Holdings Inc. common stock rallied 22.74% after a Delaware court sa","content":"<html><head></head><body><p>(Bloomberg) -- AMC Entertainment Holdings Inc. common stock rallied 22.74% after a Delaware court said it will hold a preliminary hearing on April 27, signaling a highly anticipated conversion between the shares and preferred units may take longer than expected.</p><p><img src=\"https://static.tigerbbs.com/037c525cac80b03fb184a0d7ef02707d\" tg-width=\"820\" tg-height=\"872\" width=\"100%\" height=\"auto\"/></p><p>The movie-theater operator has been pushing for a shake-up to its share structure that would convert preferred shares — ticker APE — into AMC common stock this month. However, the April hearing is considered a headwind by risk arbitrage traders looking to capitalize on the spread because it creates uncertainty around the timing of the one-for-one swap.</p><p>AMC investors are slated to vote on a string of proposals on March 14 that would approve the conversion along with a 10-to-1 reverse stock split and the ability to sell more shares. The more than a month difference between the vote and the hearing drove the gap between the two assets to widen to $5.45 at 2:43 p.m. in New York on Monday, the largest since early December.</p><p>The common stock spiked as high as $8.19 while APE shares slipped as low as $1.96.</p><p>A risk surrounding a delayed conversion date will force arbitragers to hold their bets against the common stock for longer, eating into potential profits, after the cost to short AMC shares surged in recent weeks.</p><p>“The preliminary injunction hearing on April 27 extends the time that investors have to hold long APE/short AMC by at least a month and a half, given the horrifically high cost of borrow this is a painful outcome for arbitragers,” said Cabot Henderson, who focuses on merger arbitrage and special situations at JonesTrading.</p></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>AMC Stock Soars 23% as Hearing Risks Delaying APE Conversion</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAMC Stock Soars 23% as Hearing Risks Delaying APE Conversion\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-28 07:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/amc-stock-soars-hearing-risks-200912587.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Bloomberg) -- AMC Entertainment Holdings Inc. common stock rallied 22.74% after a Delaware court said it will hold a preliminary hearing on April 27, signaling a highly anticipated conversion between...</p>\n\n<a href=\"https://finance.yahoo.com/news/amc-stock-soars-hearing-risks-200912587.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4108":"电影和娱乐","AMC":"AMC院线"},"source_url":"https://finance.yahoo.com/news/amc-stock-soars-hearing-risks-200912587.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2314596835","content_text":"(Bloomberg) -- AMC Entertainment Holdings Inc. common stock rallied 22.74% after a Delaware court said it will hold a preliminary hearing on April 27, signaling a highly anticipated conversion between the shares and preferred units may take longer than expected.The movie-theater operator has been pushing for a shake-up to its share structure that would convert preferred shares — ticker APE — into AMC common stock this month. However, the April hearing is considered a headwind by risk arbitrage traders looking to capitalize on the spread because it creates uncertainty around the timing of the one-for-one swap.AMC investors are slated to vote on a string of proposals on March 14 that would approve the conversion along with a 10-to-1 reverse stock split and the ability to sell more shares. The more than a month difference between the vote and the hearing drove the gap between the two assets to widen to $5.45 at 2:43 p.m. in New York on Monday, the largest since early December.The common stock spiked as high as $8.19 while APE shares slipped as low as $1.96.A risk surrounding a delayed conversion date will force arbitragers to hold their bets against the common stock for longer, eating into potential profits, after the cost to short AMC shares surged in recent weeks.“The preliminary injunction hearing on April 27 extends the time that investors have to hold long APE/short AMC by at least a month and a half, given the horrifically high cost of borrow this is a painful outcome for arbitragers,” said Cabot Henderson, who focuses on merger arbitrage and special situations at JonesTrading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":120,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9963042092,"gmtCreate":1668558569817,"gmtModify":1676538075188,"author":{"id":"3582192196234738","authorId":"3582192196234738","name":"Penthon","avatar":"https://static.tigerbbs.com/5f9fe77bd547ced80b3a9f115de46ca8","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582192196234738","authorIdStr":"3582192196234738"},"themes":[],"htmlText":"Slowly back with increased revenue and later will be profitable...","listText":"Slowly back with increased revenue and later will be profitable...","text":"Slowly back with increased revenue and later will be profitable...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9963042092","repostId":"2283219665","repostType":2,"repost":{"id":"2283219665","kind":"highlight","pubTimestamp":1668555458,"share":"https://ttm.financial/m/news/2283219665?lang=&edition=fundamental","pubTime":"2022-11-16 07:37","market":"us","language":"en","title":"Why Sea Stock Surged 36% on Tuesday?","url":"https://stock-news.laohu8.com/highlight/detail?id=2283219665","media":"Motley Fool","summary":"Investors have better visibility to future profitability following the latest earnings report.","content":"<html><head></head><body><h2>What happened</h2><p>Shares of <a href=\"https://laohu8.com/S/SE\">Sea Limited</a> were up 36% on Tuesday after the company reported better-than-expected earnings for the third quarter.</p><p><img src=\"https://static.tigerbbs.com/4476ea64bc175e0e71ce0765c7e753fd\" tg-width=\"844\" tg-height=\"717\" referrerpolicy=\"no-referrer\"/></p><p>The e-commerce leader reported a net loss per share of $0.66, which was better than the loss of $0.99 expected by analysts. Revenue of $3.2 billion also beat the consensus estimate of $3.05 billion.</p><p>Worries over slowing growth sent the stock down over 70% year to date, but the company&#39;s shift to improving margins could turn things around.</p><h2>So what</h2><p>Revenue increased by 17% year over year in the quarter, which looks good enough but is much lower than the 64% rate of growth reported at the start of the year. But with the stock trading at a lower price-to-sales valuation of less than 3 compared to 12 times annual sales a year ago, it&#39;s all about expectations.</p><p>One thing investors likely jumped on with enthusiasm in the report was management&#39;s focus on improving efficiency and profitability. CEO Forrest Li made it clear that the company is adapting to the weaker economic climate to ensure that the business thrives over the long term.</p><p>On this score, Sea was able to show progress, with gross profit up 22% year over year, growing faster than revenue.</p><h2>Now what</h2><p>The company expects the Shopee marketplace to reach breakeven on an adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) basis by the end of 2023.</p><p>Sea&#39;s digital entertainment business is seeing weaker revenue in the near term, causing management to lower its guidance for the segment by $300 million to between $2.6 billion to $2.8 billion for the full year.</p><p>Overall, the market cares more about management&#39;s tune around profitability. With the stock trading at a significantly lower valuation, it certainly bolsters the bullish case for the stock if management delivers on its goal.</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>Why Sea Stock Surged 36% on Tuesday?</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\">\nWhy Sea Stock Surged 36% on Tuesday?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-16 07:37 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/11/15/why-sea-stock-was-surging-today/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>What happenedShares of Sea Limited were up 36% on Tuesday after the company reported better-than-expected earnings for the third quarter.The e-commerce leader reported a net loss per share of $0.66, ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/11/15/why-sea-stock-was-surging-today/\">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/2022/11/15/why-sea-stock-was-surging-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2283219665","content_text":"What happenedShares of Sea Limited were up 36% on Tuesday after the company reported better-than-expected earnings for the third quarter.The e-commerce leader reported a net loss per share of $0.66, which was better than the loss of $0.99 expected by analysts. Revenue of $3.2 billion also beat the consensus estimate of $3.05 billion.Worries over slowing growth sent the stock down over 70% year to date, but the company's shift to improving margins could turn things around.So whatRevenue increased by 17% year over year in the quarter, which looks good enough but is much lower than the 64% rate of growth reported at the start of the year. But with the stock trading at a lower price-to-sales valuation of less than 3 compared to 12 times annual sales a year ago, it's all about expectations.One thing investors likely jumped on with enthusiasm in the report was management's focus on improving efficiency and profitability. CEO Forrest Li made it clear that the company is adapting to the weaker economic climate to ensure that the business thrives over the long term.On this score, Sea was able to show progress, with gross profit up 22% year over year, growing faster than revenue.Now whatThe company expects the Shopee marketplace to reach breakeven on an adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) basis by the end of 2023.Sea's digital entertainment business is seeing weaker revenue in the near term, causing management to lower its guidance for the segment by $300 million to between $2.6 billion to $2.8 billion for the full year.Overall, the market cares more about management's tune around profitability. With the stock trading at a significantly lower valuation, it certainly bolsters the bullish case for the stock if management delivers on its goal.","news_type":1},"isVote":1,"tweetType":1,"viewCount":33,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9911448566,"gmtCreate":1664249153355,"gmtModify":1676537418695,"author":{"id":"3582192196234738","authorId":"3582192196234738","name":"Penthon","avatar":"https://static.tigerbbs.com/5f9fe77bd547ced80b3a9f115de46ca8","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582192196234738","authorIdStr":"3582192196234738"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9911448566","repostId":"2270370259","repostType":4,"repost":{"id":"2270370259","kind":"highlight","pubTimestamp":1664249327,"share":"https://ttm.financial/m/news/2270370259?lang=&edition=fundamental","pubTime":"2022-09-27 11:28","market":"us","language":"en","title":"Dear TSLA Stock Fans, Mark Your Calendars for Sept. 30","url":"https://stock-news.laohu8.com/highlight/detail?id=2270370259","media":"InvestorPlace","summary":"Tesla (TSLA) is gearing up for another important event.The end of this week marks AI Day and invitat","content":"<html><head></head><body><ul><li><b>Tesla</b> (<b><u>TSLA</u></b>) is gearing up for another important event.</li><li>The end of this week marks AI Day and invitations have been sent out.</li><li>Elon Musk has teased that Tesla will debut several exciting updates.</li></ul><p>There’s one thing about <b>Tesla</b> (NASDAQ:<b><u>TSLA</u></b>) that market experts know to be true; when the company kicks off a major event, it sends TSLA stock soaring. Elon Musk has proven to be a highly effective master of ceremonies, giving investors a lot to watch at both the Gigafactory Berlin Delivery Day and the Gigafactory Texas Cyber Rodeo. Now the electric vehicle (EV) leader is preparing for another important event, one that promises the reveal of several highly anticipated products and updates. Friday, Sept. 30 marks Tesla’s AI Day 2022 and the world is watching keenly to see what updates the company will reveal.</p><p>TSLA stock spent most of last week on a downward trajectory as news of the latest Federal Reserve rate hike pushed markets down. It rose 0.25% on Monday. Tesla has a significant fan base and it will be eagerly standing by to learn more about some of the company’s most exciting new products.</p><h2>What AI Day Means for TSLA Stock</h2><p>What’s behind the momentum pushing TSLA stock up today? Most likely, anticipation for the debut of the Tesla bot.</p><p>Last year, The Tesla AI Day brought the unveiling of the Tesla Optimus or the “Tesla Bot,” a humanoid robot that called to mind images of science fiction films for some. For others, it signaled that the future predicted by some sci-fi authors may not be so far off. News of the bot quickly captured the attention of the internet and its fans have been anxious to hear more about it. Now Tesla has promised that at AI Day 2022, they will have exactly that opportunity. On Aug. 23, it tweeted the following:</p><blockquote>AI Day 2022 on Sept 30 🤖 pic.twitter.com/S9LZ5SefUC</blockquote><blockquote>— Tesla (@Tesla) August 23, 2022</blockquote><p>The image clearly highlights the fact that Tesla is centering the event around the robot. But that’s by no means the only area that investors should be watching. One invitee tweeted the company’s description of the event, including a screenshot of the initial email”</p><blockquote>You’re invited to attend AI Day 2022 on September 30 in Palo Alto, CA. You’ll learn about Tesla’s latest developments in artificial intelligence, including Full Self-Driving, Tesla Bot, Dojo, and more.</blockquote><p>Investors should be keen to learn more about Tesla’s Full-Self Driving (FSD) technology. In August 2022, Musk turned many heads when he announced plans to have full autonomous Teslas on the road by 2023. That didn’t convince everyone, as the company has missed plenty of deadlines before. As <i>InvestorPlace</i> reported: “Tesla still has to prove it can fix all the bugs before it takes us to the self-driving future Musk has long promised.”</p><h2>The Road Ahead</h2><p>The news came shortly after Musk tweeted that Tesla would be increasing the price of its FSD software package. That update generated some controversy but <i>InvestorPlace</i> contributor David Moadel argued that it could send TSLA stock as high as $500 per share.</p><p>To fully assess how high share prices can rise, though, investors need to know more about Tesla’s FSD progress. AI Day is coming at a convenient time and all investors should be watching carefully. TSLA stock is likely to keep rising this week. Whether it keeps trending upward after that will depend on what news AI Day brings.</p></body></html>","source":"investorplace","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>Dear TSLA Stock Fans, Mark Your Calendars for Sept. 30</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\">\nDear TSLA Stock Fans, Mark Your Calendars for Sept. 30\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-27 11:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/09/dear-tsla-stock-fans-mark-your-calendars-for-sept-30-2/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla (TSLA) is gearing up for another important event.The end of this week marks AI Day and invitations have been sent out.Elon Musk has teased that Tesla will debut several exciting updates.There’s ...</p>\n\n<a href=\"https://investorplace.com/2022/09/dear-tsla-stock-fans-mark-your-calendars-for-sept-30-2/\">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://investorplace.com/2022/09/dear-tsla-stock-fans-mark-your-calendars-for-sept-30-2/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2270370259","content_text":"Tesla (TSLA) is gearing up for another important event.The end of this week marks AI Day and invitations have been sent out.Elon Musk has teased that Tesla will debut several exciting updates.There’s one thing about Tesla (NASDAQ:TSLA) that market experts know to be true; when the company kicks off a major event, it sends TSLA stock soaring. Elon Musk has proven to be a highly effective master of ceremonies, giving investors a lot to watch at both the Gigafactory Berlin Delivery Day and the Gigafactory Texas Cyber Rodeo. Now the electric vehicle (EV) leader is preparing for another important event, one that promises the reveal of several highly anticipated products and updates. Friday, Sept. 30 marks Tesla’s AI Day 2022 and the world is watching keenly to see what updates the company will reveal.TSLA stock spent most of last week on a downward trajectory as news of the latest Federal Reserve rate hike pushed markets down. It rose 0.25% on Monday. Tesla has a significant fan base and it will be eagerly standing by to learn more about some of the company’s most exciting new products.What AI Day Means for TSLA StockWhat’s behind the momentum pushing TSLA stock up today? Most likely, anticipation for the debut of the Tesla bot.Last year, The Tesla AI Day brought the unveiling of the Tesla Optimus or the “Tesla Bot,” a humanoid robot that called to mind images of science fiction films for some. For others, it signaled that the future predicted by some sci-fi authors may not be so far off. News of the bot quickly captured the attention of the internet and its fans have been anxious to hear more about it. Now Tesla has promised that at AI Day 2022, they will have exactly that opportunity. On Aug. 23, it tweeted the following:AI Day 2022 on Sept 30 🤖 pic.twitter.com/S9LZ5SefUC— Tesla (@Tesla) August 23, 2022The image clearly highlights the fact that Tesla is centering the event around the robot. But that’s by no means the only area that investors should be watching. One invitee tweeted the company’s description of the event, including a screenshot of the initial email”You’re invited to attend AI Day 2022 on September 30 in Palo Alto, CA. You’ll learn about Tesla’s latest developments in artificial intelligence, including Full Self-Driving, Tesla Bot, Dojo, and more.Investors should be keen to learn more about Tesla’s Full-Self Driving (FSD) technology. In August 2022, Musk turned many heads when he announced plans to have full autonomous Teslas on the road by 2023. That didn’t convince everyone, as the company has missed plenty of deadlines before. As InvestorPlace reported: “Tesla still has to prove it can fix all the bugs before it takes us to the self-driving future Musk has long promised.”The Road AheadThe news came shortly after Musk tweeted that Tesla would be increasing the price of its FSD software package. That update generated some controversy but InvestorPlace contributor David Moadel argued that it could send TSLA stock as high as $500 per share.To fully assess how high share prices can rise, though, investors need to know more about Tesla’s FSD progress. AI Day is coming at a convenient time and all investors should be watching carefully. TSLA stock is likely to keep rising this week. Whether it keeps trending upward after that will depend on what news AI Day brings.","news_type":1},"isVote":1,"tweetType":1,"viewCount":201,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943307898,"gmtCreate":1679096533514,"gmtModify":1679096537729,"author":{"id":"3582192196234738","authorId":"3582192196234738","name":"Penthon","avatar":"https://static.tigerbbs.com/5f9fe77bd547ced80b3a9f115de46ca8","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582192196234738","authorIdStr":"3582192196234738"},"themes":[],"htmlText":"Further support lines to be seem..","listText":"Further support lines to be seem..","text":"Further support lines to be seem..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943307898","repostId":"2320582916","repostType":4,"isVote":1,"tweetType":1,"viewCount":103,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9980305281,"gmtCreate":1665642299143,"gmtModify":1676537641382,"author":{"id":"3582192196234738","authorId":"3582192196234738","name":"Penthon","avatar":"https://static.tigerbbs.com/5f9fe77bd547ced80b3a9f115de46ca8","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582192196234738","authorIdStr":"3582192196234738"},"themes":[],"htmlText":"Much better expectation compared with Forecast...still strong based on current situation...","listText":"Much better expectation compared with Forecast...still strong based on current situation...","text":"Much better expectation compared with Forecast...still strong based on current situation...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9980305281","repostId":"1132264390","repostType":2,"repost":{"id":"1132264390","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":1665639229,"share":"https://ttm.financial/m/news/1132264390?lang=&edition=fundamental","pubTime":"2022-10-13 13:33","market":"us","language":"en","title":"TSMC Q3 Profit Jumps 80%, Beats Market Expectations","url":"https://stock-news.laohu8.com/highlight/detail?id=1132264390","media":"Tiger Newspress","summary":"Taiwanese chipmaker TSMCposted an 80% surge in third-quarter net profit on Thursday, Reuters calcula","content":"<html><head></head><body><p>Taiwanese chipmaker TSMCposted an 80% surge in third-quarter net profit on Thursday, Reuters calculations showed, buoyed by strong sales of its advanced chips despite a slowdown in the global chip industry because of economic headwinds.</p><p>Taiwan Semiconductor Manufacturing Co Ltd (TSMC), the world&#39;s largest contract chipmaker and a major Apple Incsupplier, saw net profit for the July-September period rise to T$280.9 billion ($8.81 billion) from T$156.3 billion a year earlier.</p><p>That compared with the T$265.64 billion average of 21 analyst estimates compiled by Refinitiv.</p><p><img src=\"https://static.tigerbbs.com/0834acba023d0a7dc8b3a98be78b6e3b\" tg-width=\"846\" tg-height=\"398\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>TSMC today announced consolidated revenue of NT$613.14 billion, net income of NT$280.87 billion, and diluted earnings per share of NT$10.83 (US$1.79 per ADR unit) for the third quarter ended September 30, 2022.</p><p>Year-over-year, third quarter revenue increased 47.9% while net income increased 79.7% and diluted EPS increased 79.8%. Compared to second quarter 2022, third quarter results represented a 14.8% increase in revenue and a 18.5% increase in net income. All figures were prepared in accordance with TIFRS on a consolidated basis.</p><p>In US dollars, third quarter revenue was $20.23 billion, which increased 35.9% year-over-year and increased 11.4% from the previous quarter.</p><p>Gross margin for the quarter was 60.4%, operating margin was 50.6%, and net profit margin was 45.8%.</p><p>In the third quarter, shipments of 5-nanometer accounted for 28% of total wafer revenue; 7-nanometer accounted for 26%. Advanced technologies, defined as 7-nanometer and more advanced technologies, accounted for 54% of total wafer revenue.</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>TSMC Q3 Profit Jumps 80%, Beats Market Expectations</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\">\nTSMC Q3 Profit Jumps 80%, Beats Market Expectations\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-10-13 13:33</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Taiwanese chipmaker TSMCposted an 80% surge in third-quarter net profit on Thursday, Reuters calculations showed, buoyed by strong sales of its advanced chips despite a slowdown in the global chip industry because of economic headwinds.</p><p>Taiwan Semiconductor Manufacturing Co Ltd (TSMC), the world&#39;s largest contract chipmaker and a major Apple Incsupplier, saw net profit for the July-September period rise to T$280.9 billion ($8.81 billion) from T$156.3 billion a year earlier.</p><p>That compared with the T$265.64 billion average of 21 analyst estimates compiled by Refinitiv.</p><p><img src=\"https://static.tigerbbs.com/0834acba023d0a7dc8b3a98be78b6e3b\" tg-width=\"846\" tg-height=\"398\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>TSMC today announced consolidated revenue of NT$613.14 billion, net income of NT$280.87 billion, and diluted earnings per share of NT$10.83 (US$1.79 per ADR unit) for the third quarter ended September 30, 2022.</p><p>Year-over-year, third quarter revenue increased 47.9% while net income increased 79.7% and diluted EPS increased 79.8%. Compared to second quarter 2022, third quarter results represented a 14.8% increase in revenue and a 18.5% increase in net income. All figures were prepared in accordance with TIFRS on a consolidated basis.</p><p>In US dollars, third quarter revenue was $20.23 billion, which increased 35.9% year-over-year and increased 11.4% from the previous quarter.</p><p>Gross margin for the quarter was 60.4%, operating margin was 50.6%, and net profit margin was 45.8%.</p><p>In the third quarter, shipments of 5-nanometer accounted for 28% of total wafer revenue; 7-nanometer accounted for 26%. Advanced technologies, defined as 7-nanometer and more advanced technologies, accounted for 54% of total wafer revenue.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSM":"台积电"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132264390","content_text":"Taiwanese chipmaker TSMCposted an 80% surge in third-quarter net profit on Thursday, Reuters calculations showed, buoyed by strong sales of its advanced chips despite a slowdown in the global chip industry because of economic headwinds.Taiwan Semiconductor Manufacturing Co Ltd (TSMC), the world's largest contract chipmaker and a major Apple Incsupplier, saw net profit for the July-September period rise to T$280.9 billion ($8.81 billion) from T$156.3 billion a year earlier.That compared with the T$265.64 billion average of 21 analyst estimates compiled by Refinitiv.TSMC today announced consolidated revenue of NT$613.14 billion, net income of NT$280.87 billion, and diluted earnings per share of NT$10.83 (US$1.79 per ADR unit) for the third quarter ended September 30, 2022.Year-over-year, third quarter revenue increased 47.9% while net income increased 79.7% and diluted EPS increased 79.8%. Compared to second quarter 2022, third quarter results represented a 14.8% increase in revenue and a 18.5% increase in net income. All figures were prepared in accordance with TIFRS on a consolidated basis.In US dollars, third quarter revenue was $20.23 billion, which increased 35.9% year-over-year and increased 11.4% from the previous quarter.Gross margin for the quarter was 60.4%, operating margin was 50.6%, and net profit margin was 45.8%.In the third quarter, shipments of 5-nanometer accounted for 28% of total wafer revenue; 7-nanometer accounted for 26%. Advanced technologies, defined as 7-nanometer and more advanced technologies, accounted for 54% of total wafer revenue.","news_type":1},"isVote":1,"tweetType":1,"viewCount":119,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941578808,"gmtCreate":1680497245105,"gmtModify":1680497249110,"author":{"id":"3582192196234738","authorId":"3582192196234738","name":"Penthon","avatar":"https://static.tigerbbs.com/5f9fe77bd547ced80b3a9f115de46ca8","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582192196234738","authorIdStr":"3582192196234738"},"themes":[],"htmlText":"Up","listText":"Up","text":"Up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941578808","repostId":"1145499771","repostType":2,"repost":{"id":"1145499771","kind":"news","pubTimestamp":1680493500,"share":"https://ttm.financial/m/news/1145499771?lang=&edition=fundamental","pubTime":"2023-04-03 11:45","market":"fut","language":"en","title":"OPEC Cuts Nearly 1.2 Million Barrels Per Day, WTI Oil Surges Higher: Winners And Losers","url":"https://stock-news.laohu8.com/highlight/detail?id=1145499771","media":"Seeking Alpha","summary":"SummaryOPEC+ shocked markets by announcing a surprise cut of nearly 1.2 million barrels per day.The ","content":"<html><head></head><body><h2 style=\"text-align: left;\">Summary</h2><ul><li><p>OPEC+ shocked markets by announcing a surprise cut of nearly 1.2 million barrels per day.</p></li><li><p>The motive? Profit. While paying lip service to recession risk, the move is designed to restrict the supply of oil before the busy summer travel season.</p></li><li><p>This comes amidst an ongoing chess match between the Biden administration and the Kingdom of Saudi Arabia.</p></li><li><p>A Financial Times report suggests that the Biden administration angered Saudi Arabia by declining to refill the Strategic Petroleum Reserve when crude oil prices were low, so the Saudis decided to get some payback.</p></li><li><p>Oil prices are up 7% in the Asian session as of my writing this. We break down the winners and losers from the surprise move.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f3f2b3a8896a09d4b0dd0a2c5b816c49\" title=\"graphmaster/E+ via Getty Images\" tg-width=\"750\" tg-height=\"563\"/><span>graphmaster/E+ via Getty Images</span></p><p>Over the weekend, OPEC+ roiled markets with production cuts of over 1 million barrels per day. Led by Saudi Arabia, the move is designed to take roughly 1% of global oil production offline before the busy summer travel season. This follows a Goldman Sachs report last month that oil could top $107 per barrel by year-end. After the failure of Silicon Valley Bank, oil markets had plunged on widespread recession fears. But after a week of no new bad news in banking, the move sends a message to traders that if the US somehow escapes recession, a new inflation surge could be on the horizon with the Saudis signaling an attempt at cornering a large part of the oil market. WTI Crude oil is up about 7% to $81 as of my writing this on Sunday night.</p><h2 style=\"text-align: left;\">Winner: Warren Buffett</h2><p style=\"text-align: left;\">Warren Buffett made headlines for a series of purchases in shares of Occidental Petroleum (OXY) during the March panic. These now look extraordinarily well timed. <em>Bloomberg</em> reported that Buffett bought over $800 million in OXY shares during the March panic. With oil prices set to rocket higher again, Buffett is now looking at a paper profit in the nine-figure range. Not bad work if you can get it! Other big oil companies like Exxon Mobil (XOM), Chevron (CVX), ConocoPhillips (COP), and EOG Resources (EOG) are likely to rally off the news.</p><h2 style=\"text-align: left;\">Winner: Saudi Arabia</h2><p style=\"text-align: left;\">The surprise move to cut production comes after OPEC+ delegates this week signaled that they weren&#39;t likely to cut production. Of course, they then followed this up with big cuts to production less than 72 hours later. <em>Financial Times</em> reported that the Biden administration had previously promised the Saudis that they would refill the US Strategic Petroleum Reserve if prices fell into the 60s, but reneged on the promise. This apparently ticked the Saudis off quite a bit.</p><p style=\"text-align: left;\">From a purely game theory perspective, the Biden admin&#39;s gambit might have worked if the Saudis were unable to rally OPEC+ members to cut production in a short period of time. However, everyone on their end seems aligned and they were able to jam through the production cuts they wanted.</p><p style=\"text-align: left;\">This comes after a series of diplomatic incidents between the United States and the Kingdom of Saudi Arabia. For better or worse, gas prices serve as a report card on whoever is in office in the US for millions of voters. High gas prices stoke discontent, while low gas prices tend to favor the status quo. Historically, Saudi Arabia has shown a strong tendency to exploit voter tendencies in the US by raising and lowering production. That&#39;s why there&#39;s a long history of apparent deals to raise or lower oil prices before US elections. Politics led to the OPEC oil embargos in the 1970s that caused gas shortages in the US. This time around, an NYT report stated that the Saudis reportedly duped the Biden admin, cutting production right before the 2022 midterms after supposedly promising not to in a July 2022 presidential visit to Saudi Arabia.</p><p style=\"text-align: left;\">In contrast to most of continental Europe, Japan, and a few other first-world countries that lack oil significant resources of their own, the US economy at large is more or less neutral on oil. Higher oil prices mean more profits for producers but less money in consumers&#39; pockets. But for the Biden admin&#39;s perception among voters, higher gas prices are an unmitigated negative. The US economy could still come out OK with this if domestic production increases and takes market share from OPEC. But then there&#39;s always the threat that the Saudis turn around and flood the market with oil later, as they have repeatedly done in the past. The US called the most recent move by the Saudis and OPEC &#34;inadvisable.&#34; Messy stuff.</p><p style=\"text-align: left;\">Saudi Arabia looks like the winner here, and implicitly, for them to win means the Biden admin loses.</p><h2 style=\"text-align: left;\">Winner: EV Manufacturers</h2><p style=\"text-align: left;\">If gas prices face a continued spike, Tesla (TSLA) and other manufacturers are likely to see increased consumer interest in their products. In contrast, manufacturers that sell a lot of luxury SUVs and pickups are likely to see softer sales, especially in the face of a double whammy of higher rates and higher gas prices. Legacy manufacturers that produce both EV cars and ICE cars are likely to see fewer effects.</p><p style=\"text-align: left;\">The EV stock picture is more complicated because so many EV stocks carry absurd valuations– i.e. Tesla going up nearly 100% this year against declining earnings estimates. For their underlying businesses, however, high oil prices will be good.</p><h2 style=\"text-align: left;\">Loser: Airlines</h2><p style=\"text-align: left;\">Higher oil prices are toxic to airlines, which are counting on a big summer travel season to recoup losses from the pandemic and re-establish their financial position. The exact impact will depend on how long oil prices stay high, and whether the airline in question is partially or fully hedged for fuel. Airlines disclose fuel hedges in their public 10-Q filings, so that&#39;s the place to look for updated news. Recent headlines have shown that at least a few airlines have pared back hedging fuel in hopes that prices would fall further. It&#39;s worth monitoring trading American Airlines (AAL), JetBlue (JBLU), and Southwest Airlines (LUV) early this week to gauge the market reaction.</p><h2 style=\"text-align: left;\">Loser: Soft Landing Hopes</h2><p style=\"text-align: left;\">With heightened uncertainty over both growth and inflation, higher oil prices are the last thing the US and global economy need now. In the US, the most severe economic weakness so far is being seen in California, as evidenced by bank failures, rapidly falling property prices, and population outflows. Californians have long commutes, typically face the second-highest gas prices in the country behind Hawaii, and are seeing more pressure due to rising interest rates than less indebted peers. Higher gas prices are going to put a lot of pressure on the middle class there, and on the West Coast more broadly.</p><p style=\"text-align: left;\">The US is a bit of an outlier globally in terms of sensitivity to gas prices. Salaries are generally high, while fuel is cheap. Emerging markets are the worst in terms of sensitivity to higher energy prices, while Europe also is likely to be sharply affected due to the supply issues they were already having with energy due to the war. In general, higher oil prices are bad for hopes of lower inflation and higher growth.</p><h2 style=\"text-align: left;\">Bottom Line</h2><p style=\"text-align: left;\">While I get that bulls are excited stocks have rallied sharply, there&#39;s a lack of breadth in the market, with obnoxious speculative stocks up 50% to 100% this year, while the average stock is flat to down. The surprise cuts from OPEC+ are a reminder that inflation is far from conquered, while growth issues remain. The market likely will not be able to have it both ways. While we could see inflation fall sharply in a recession, the OPEC+ cuts virtually guarantee that if we don&#39;t get a recession in the near future, inflation is going to continue to be a significant problem.</p><p style=\"text-align: left;\">Editor&#39;s Note: This article covers one or more microcap stocks. Please be aware of the risks associated with these stocks.</p><p><a href=\"https://ttm.financial/NW/1126208396\" title=\"Also Read: Oil Prices Surge In Asia Trade Following Surprise OPEC+ Production Cut: These ETFs Could Draw Interest\" target=\"_blank\">Also Read: Oil Prices Surge In Asia Trade Following Surprise OPEC+ Production Cut: These ETFs Could Draw Interest</a></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>OPEC Cuts Nearly 1.2 Million Barrels Per Day, WTI Oil Surges Higher: Winners And Losers</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\">\nOPEC Cuts Nearly 1.2 Million Barrels Per Day, WTI Oil Surges Higher: Winners And Losers\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-03 11:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4591790-opec-cuts-wti-oil-surges-higher-winners-losers><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryOPEC+ shocked markets by announcing a surprise cut of nearly 1.2 million barrels per day.The motive? Profit. While paying lip service to recession risk, the move is designed to restrict the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4591790-opec-cuts-wti-oil-surges-higher-winners-losers\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://seekingalpha.com/article/4591790-opec-cuts-wti-oil-surges-higher-winners-losers","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1145499771","content_text":"SummaryOPEC+ shocked markets by announcing a surprise cut of nearly 1.2 million barrels per day.The motive? Profit. While paying lip service to recession risk, the move is designed to restrict the supply of oil before the busy summer travel season.This comes amidst an ongoing chess match between the Biden administration and the Kingdom of Saudi Arabia.A Financial Times report suggests that the Biden administration angered Saudi Arabia by declining to refill the Strategic Petroleum Reserve when crude oil prices were low, so the Saudis decided to get some payback.Oil prices are up 7% in the Asian session as of my writing this. We break down the winners and losers from the surprise move.graphmaster/E+ via Getty ImagesOver the weekend, OPEC+ roiled markets with production cuts of over 1 million barrels per day. Led by Saudi Arabia, the move is designed to take roughly 1% of global oil production offline before the busy summer travel season. This follows a Goldman Sachs report last month that oil could top $107 per barrel by year-end. After the failure of Silicon Valley Bank, oil markets had plunged on widespread recession fears. But after a week of no new bad news in banking, the move sends a message to traders that if the US somehow escapes recession, a new inflation surge could be on the horizon with the Saudis signaling an attempt at cornering a large part of the oil market. WTI Crude oil is up about 7% to $81 as of my writing this on Sunday night.Winner: Warren BuffettWarren Buffett made headlines for a series of purchases in shares of Occidental Petroleum (OXY) during the March panic. These now look extraordinarily well timed. Bloomberg reported that Buffett bought over $800 million in OXY shares during the March panic. With oil prices set to rocket higher again, Buffett is now looking at a paper profit in the nine-figure range. Not bad work if you can get it! Other big oil companies like Exxon Mobil (XOM), Chevron (CVX), ConocoPhillips (COP), and EOG Resources (EOG) are likely to rally off the news.Winner: Saudi ArabiaThe surprise move to cut production comes after OPEC+ delegates this week signaled that they weren't likely to cut production. Of course, they then followed this up with big cuts to production less than 72 hours later. Financial Times reported that the Biden administration had previously promised the Saudis that they would refill the US Strategic Petroleum Reserve if prices fell into the 60s, but reneged on the promise. This apparently ticked the Saudis off quite a bit.From a purely game theory perspective, the Biden admin's gambit might have worked if the Saudis were unable to rally OPEC+ members to cut production in a short period of time. However, everyone on their end seems aligned and they were able to jam through the production cuts they wanted.This comes after a series of diplomatic incidents between the United States and the Kingdom of Saudi Arabia. For better or worse, gas prices serve as a report card on whoever is in office in the US for millions of voters. High gas prices stoke discontent, while low gas prices tend to favor the status quo. Historically, Saudi Arabia has shown a strong tendency to exploit voter tendencies in the US by raising and lowering production. That's why there's a long history of apparent deals to raise or lower oil prices before US elections. Politics led to the OPEC oil embargos in the 1970s that caused gas shortages in the US. This time around, an NYT report stated that the Saudis reportedly duped the Biden admin, cutting production right before the 2022 midterms after supposedly promising not to in a July 2022 presidential visit to Saudi Arabia.In contrast to most of continental Europe, Japan, and a few other first-world countries that lack oil significant resources of their own, the US economy at large is more or less neutral on oil. Higher oil prices mean more profits for producers but less money in consumers' pockets. But for the Biden admin's perception among voters, higher gas prices are an unmitigated negative. The US economy could still come out OK with this if domestic production increases and takes market share from OPEC. But then there's always the threat that the Saudis turn around and flood the market with oil later, as they have repeatedly done in the past. The US called the most recent move by the Saudis and OPEC \"inadvisable.\" Messy stuff.Saudi Arabia looks like the winner here, and implicitly, for them to win means the Biden admin loses.Winner: EV ManufacturersIf gas prices face a continued spike, Tesla (TSLA) and other manufacturers are likely to see increased consumer interest in their products. In contrast, manufacturers that sell a lot of luxury SUVs and pickups are likely to see softer sales, especially in the face of a double whammy of higher rates and higher gas prices. Legacy manufacturers that produce both EV cars and ICE cars are likely to see fewer effects.The EV stock picture is more complicated because so many EV stocks carry absurd valuations– i.e. Tesla going up nearly 100% this year against declining earnings estimates. For their underlying businesses, however, high oil prices will be good.Loser: AirlinesHigher oil prices are toxic to airlines, which are counting on a big summer travel season to recoup losses from the pandemic and re-establish their financial position. The exact impact will depend on how long oil prices stay high, and whether the airline in question is partially or fully hedged for fuel. Airlines disclose fuel hedges in their public 10-Q filings, so that's the place to look for updated news. Recent headlines have shown that at least a few airlines have pared back hedging fuel in hopes that prices would fall further. It's worth monitoring trading American Airlines (AAL), JetBlue (JBLU), and Southwest Airlines (LUV) early this week to gauge the market reaction.Loser: Soft Landing HopesWith heightened uncertainty over both growth and inflation, higher oil prices are the last thing the US and global economy need now. In the US, the most severe economic weakness so far is being seen in California, as evidenced by bank failures, rapidly falling property prices, and population outflows. Californians have long commutes, typically face the second-highest gas prices in the country behind Hawaii, and are seeing more pressure due to rising interest rates than less indebted peers. Higher gas prices are going to put a lot of pressure on the middle class there, and on the West Coast more broadly.The US is a bit of an outlier globally in terms of sensitivity to gas prices. Salaries are generally high, while fuel is cheap. Emerging markets are the worst in terms of sensitivity to higher energy prices, while Europe also is likely to be sharply affected due to the supply issues they were already having with energy due to the war. In general, higher oil prices are bad for hopes of lower inflation and higher growth.Bottom LineWhile I get that bulls are excited stocks have rallied sharply, there's a lack of breadth in the market, with obnoxious speculative stocks up 50% to 100% this year, while the average stock is flat to down. The surprise cuts from OPEC+ are a reminder that inflation is far from conquered, while growth issues remain. The market likely will not be able to have it both ways. While we could see inflation fall sharply in a recession, the OPEC+ cuts virtually guarantee that if we don't get a recession in the near future, inflation is going to continue to be a significant problem.Editor's Note: This article covers one or more microcap stocks. Please be aware of the risks associated with these stocks.Also Read: Oil Prices Surge In Asia Trade Following Surprise OPEC+ Production Cut: These ETFs Could Draw Interest","news_type":1},"isVote":1,"tweetType":1,"viewCount":383,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941647425,"gmtCreate":1680234873270,"gmtModify":1680234877049,"author":{"id":"3582192196234738","authorId":"3582192196234738","name":"Penthon","avatar":"https://static.tigerbbs.com/5f9fe77bd547ced80b3a9f115de46ca8","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582192196234738","authorIdStr":"3582192196234738"},"themes":[],"htmlText":"Up","listText":"Up","text":"Up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941647425","repostId":"1112288458","repostType":4,"repost":{"id":"1112288458","kind":"news","pubTimestamp":1680231503,"share":"https://ttm.financial/m/news/1112288458?lang=&edition=fundamental","pubTime":"2023-03-31 10:58","market":"hk","language":"en","title":"Alibaba, JD.com Lead Tech Winners: Hong Kong Stocks Log Best Run Since January","url":"https://stock-news.laohu8.com/highlight/detail?id=1112288458","media":"South China Morning Post","summary":"Official data showed Chinese manufacturing expanded in March, beating market consensus; services ind","content":"<html><head></head><body><ul><li><p>Official data showed Chinese manufacturing expanded in March, beating market consensus; services index accelerated this month</p></li><li><p>Upbeat sentiment around Alibaba Group’s business reorganisation continues to fuel a rally among Chinese tech peers</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/df38396215c39013acc369dfe1053dfb\" alt=\"A man uses his phone in A man uses his phone in front of a screen displaying the Hang Seng Index in March 2022. Photo: AFPfront of a screen displaying the Hang Seng Index in March 2022. Photo: AFP\" title=\"A man uses his phone in A man uses his phone in front of a screen displaying the Hang Seng Index in March 2022. Photo: AFPfront of a screen displaying the Hang Seng Index in March 2022. Photo: AFP\" tg-width=\"1098\" tg-height=\"732\"/><span>A man uses his phone in A man uses his phone in front of a screen displaying the Hang Seng Index in March 2022. Photo: AFPfront of a screen displaying the Hang Seng Index in March 2022. Photo: AFP</span></p><p>Hong Kong stocks were headed for a third straight week of gains after a government report showed manufacturing in China grew more than expected, underpinning bets on recovery momentum. Alibaba Group logged its best week in three months.</p><p>The Hang Seng rose 1.1 per cent to 20,535.12 at 10.55am local time, taking the advance this week to 3.6 per cent. The Tech Index jumped 0.8 per cent while the Shanghai Composite added 0.3 per cent.</p><p>Alibaba strengthened 4 per cent to HK$100.80 and JD.com surged 6.8 per cent to HK$174.30 while Meituan rose 3 per cent to HK$146.20. Tencent gained 0.7 per cent to HK$387.80. EV maker BYD climbed 2.2 per cent to HK$230.20.</p><p>China’s official PMI manufacturing index dropped to 51.9 in March versus 52.6 in February, the statistics bureau said in Beijing on Friday. Still, the reading exceeded the median forecast of 51.5 among economists tracked by Bloomberg. The services index rose to 58.2 from 56.3, versus consensus of 55. Readings above 50 indicate expansion.</p><p>The Hang Seng has risen 6.5 per cent in a three-week surge in the market’s best winning streak since January.</p><p>Alibaba, the owner of this newspaper, has rallied 20 per cent this week, the most since the week ending January 6. Investors chased the stock after its March 28 plan to split the tech empire into six key operating units as co-founder Jack Ma returned to mainland China. The developments boosted the group’s market value by US$45 billion in Hong Kong and New York combined.</p><p>Two companies started trading today. X-ray technology company Wuxi Unicomp Technology surged 36 per cent to 207 yuan in Shanghai. Plastic manufacturer China Treasures New Materials fell 39 per cent to HK$0.64 in Hong Kong, while digital marketing service provider Powerwin Tech Group added 10 per cent to HK$0.77.</p><p>Elsewhere, key Asian markets advanced. Japan’s Nikkei 225 Index added 0.9 per cent, Australia’s S&amp;P ASX 200 gained 0.7 per cent while South Korea’s Kospi Index rose 0.9 per cent.</p></body></html>","source":"lsy1600132093512","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba, JD.com Lead Tech Winners: Hong Kong Stocks Log Best Run Since January</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba, JD.com Lead Tech Winners: Hong Kong Stocks Log Best Run Since January\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-31 10:58 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.scmp.com/business/china-business/article/3215492/hong-kong-stocks-log-best-run-january-china-manufacturing-surprise-alibaba-jdcom-lead-tech-winners><strong>South China Morning Post</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Official data showed Chinese manufacturing expanded in March, beating market consensus; services index accelerated this monthUpbeat sentiment around Alibaba Group’s business reorganisation continues ...</p>\n\n<a href=\"https://www.scmp.com/business/china-business/article/3215492/hong-kong-stocks-log-best-run-january-china-manufacturing-surprise-alibaba-jdcom-lead-tech-winners\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HSI":"恒生指数","HSTECH":"恒生科技指数","HSCEI":"国企指数"},"source_url":"https://www.scmp.com/business/china-business/article/3215492/hong-kong-stocks-log-best-run-january-china-manufacturing-surprise-alibaba-jdcom-lead-tech-winners","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112288458","content_text":"Official data showed Chinese manufacturing expanded in March, beating market consensus; services index accelerated this monthUpbeat sentiment around Alibaba Group’s business reorganisation continues to fuel a rally among Chinese tech peersA man uses his phone in A man uses his phone in front of a screen displaying the Hang Seng Index in March 2022. Photo: AFPfront of a screen displaying the Hang Seng Index in March 2022. Photo: AFPHong Kong stocks were headed for a third straight week of gains after a government report showed manufacturing in China grew more than expected, underpinning bets on recovery momentum. Alibaba Group logged its best week in three months.The Hang Seng rose 1.1 per cent to 20,535.12 at 10.55am local time, taking the advance this week to 3.6 per cent. The Tech Index jumped 0.8 per cent while the Shanghai Composite added 0.3 per cent.Alibaba strengthened 4 per cent to HK$100.80 and JD.com surged 6.8 per cent to HK$174.30 while Meituan rose 3 per cent to HK$146.20. Tencent gained 0.7 per cent to HK$387.80. EV maker BYD climbed 2.2 per cent to HK$230.20.China’s official PMI manufacturing index dropped to 51.9 in March versus 52.6 in February, the statistics bureau said in Beijing on Friday. Still, the reading exceeded the median forecast of 51.5 among economists tracked by Bloomberg. The services index rose to 58.2 from 56.3, versus consensus of 55. Readings above 50 indicate expansion.The Hang Seng has risen 6.5 per cent in a three-week surge in the market’s best winning streak since January.Alibaba, the owner of this newspaper, has rallied 20 per cent this week, the most since the week ending January 6. Investors chased the stock after its March 28 plan to split the tech empire into six key operating units as co-founder Jack Ma returned to mainland China. The developments boosted the group’s market value by US$45 billion in Hong Kong and New York combined.Two companies started trading today. X-ray technology company Wuxi Unicomp Technology surged 36 per cent to 207 yuan in Shanghai. Plastic manufacturer China Treasures New Materials fell 39 per cent to HK$0.64 in Hong Kong, while digital marketing service provider Powerwin Tech Group added 10 per cent to HK$0.77.Elsewhere, key Asian markets advanced. Japan’s Nikkei 225 Index added 0.9 per cent, Australia’s S&P ASX 200 gained 0.7 per cent while South Korea’s Kospi Index rose 0.9 per cent.","news_type":1},"isVote":1,"tweetType":1,"viewCount":600,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}