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2021-08-06

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like! Thank you","listText":"Please like! Thank you","text":"Please like! Thank you","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/893023744","repostId":"1186157835","repostType":4,"repost":{"id":"1186157835","pubTimestamp":1628215894,"share":"https://www.laohu8.com/m/news/1186157835?lang=&edition=full","pubTime":"2021-08-06 10:11","market":"us","language":"en","title":"Visa: Slowing Growth Rate, We May Need More","url":"https://stock-news.laohu8.com/highlight/detail?id=1186157835","media":"seekingalpha","summary":"Summary\n\nVisa has been superb at delivering value and growth for investors and customers for the pas","content":"<p><b>Summary</b></p>\n<ul>\n <li>Visa has been superb at delivering value and growth for investors and customers for the past decade and more, with more and more of our everyday financial transactions moving digital.</li>\n <li>However, growth rate is inevitably going to slow down and I believe the company should be hiking their dividend to entice investors to stay on the gravy train.</li>\n <li>I remain bullish on the company's prospects even as I believe we need to see more.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1398f95e9598dac1a92ba228f0a0cd0c\" tg-width=\"768\" tg-height=\"512\" width=\"100%\" height=\"auto\"><span>miniseries/E+ via Getty Images</span></p>\n<p>Visa (V) has been the ultimate success story of wealth accumulation. Even as they don't pay a high dividend yield, the transition from debit and account balance style of financing over to digital and credit (or simply debt) has been a major boon for the company's top and bottom lines. As a result, and together with a sizable multi-billion dollar share repurchasing program, delivered a CAGR return of over 27.5% over the past decade.</p>\n<p>Now, as expected, this debit-to-debt transition rate is slowing as most of the developed world has already shifted to paperless, contactless and debit-less financial situations and this is seen by analyst forecasts slowing growth rates from 27% to 15% over the next 5 years. Although I do believe that the company is likely to beat these expectations by a handsome margin, it's still slightly concerning for the longer-run return prospects.</p>\n<p>Although we can have the dividend vs buyback debate all day every day, I think that there should be some consideration to a dividend hike as they currently only pay a 0.5% annual dividend yield which does not entice investors given the slowing growth rate for the longer run.</p>\n<p><b>Accumulating Growth &amp; Returning Value</b></p>\n<p>Visa has seen one of the steadiest share price appreciation environments in the entire stocks market and it has done so on behalf of the transition from debit to credit in almost all of the elements in our lives. We use credit for our day-to-day lives as well as buying vehicles, housing, eating out and all of those high-growth segments which are seeing huge jumps as our priorities shift as a nation. The levels of debt that the average American and global consumer is taking on is concerning on a societal level, but as it's not expected to change any time soon, the company is set to benefit from this steady stream of income with sky-high margins due to almost insignificant upkeep expenses.</p>\n<p>Another positive factor is&nbsp;the company's use of share repurchasing&nbsp;to increase their value per share. Over the past decade, the company has bought back roughly $8 billion worth of its own stock every year and has a new authorization which gives it the ability to buy back as much as $11 billion of its own stock in 2021 alone. So far, they've repurchased almost $4 billion of their stock in 2021 and are expected to accelerate this repurchasing as the year progresses as they've stepped it down during the post-pandemic months. The company used the pandemic sell-off to purchase almost $5 billion worth of stock in the first several months of 2020.</p>\n<p>Even so, this is only a roughly 2.2% reduction in shares outstanding annually. There surely is a large percentage of investors who would likely prefer the company provide a higher dividend yield, which could create better value. Since the company has such a sky-high gross margin, which is only expected to increase as they integrate third-party services and see higher overall credit spending, they can certainly sustain a higher dividend yield and maintain some amount of share repurchases.</p>\n<p><b>There's One More Thing</b></p>\n<p>One thing that is slightly concerning to me is&nbsp;the company's debt position. They've held off from taking on any long-term debt for decades but in recent years has accumulated just under $20 billion in long-term debt. As a result, they've been&nbsp;paying over $530 million annually in interest expense. The danger here is that we're in a rising rate environment and although other parts of their business will gain from this, there's the potential for them to see as much as $1 billion annually disappear from their balance sheets if they continue to hold some of this debt for the next few years.</p>\n<p>The positive spin on this is that the company does currently hold their highest ever cash position with just over $18 billion in cash and equivalents as well as another $1.2 billion in short-term investments. Moreover, although they've been investing less money and returning less interest income, they have been retiring the high-yield debt ahead of schedule and as a result, interest expense has been on the decline. It's unclear what the company's priorities will be moving forward but I do expect more of this to continue. They do have the potential to pay back most of the non-fixed-rate debt if they can't find a higher ROI (return on investment) to use the cash.</p>\n<p><b>Slowing Growth Rate: Why We're All Here</b></p>\n<p>The reason I talk about the demand for a higher yield as well as various debt and cash positions is because, naturally, sales and income growth rates are expected to slow after decades of accelerating growth due to the debit-to-debt transition.</p>\n<p>The company has shown a CAGR of over 27.5% over the past 10 years and now analysts expect the company to report a, still high, but slowing rate. For the next 5 years,they currently expect a CAGR of 13.9% to EPS, significantly less than the past 5 years. Here are the figures for 2020 through 2025:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9b41c1540a1a9a1f8b55455396430ced\" tg-width=\"906\" tg-height=\"214\" width=\"100%\" height=\"auto\"><span>(Source: Analyst projections,Seeking Alpha)</span></p>\n<table>\n <tbody>\n  <tr></tr>\n </tbody>\n</table>\n<p>Even as the company has beaten expectations for most of the past decade quarterly reporting, it's unclear if this will continue as analysts project that the company's margins will improve significantly over the next few years, as evident by sales growth expectations. This doesn't make much sense to me as more competitive pressures and third-party services like cashback, advertising revenue sharing services and more will start eating at the company's sky-high margins over the next several years.</p>\n<p>For sales, analysts currently expect Visa to report a sales CAGR of 10.3% throughout the same timeframe as I mentioned earlier for EPS projections. This means that the company will increase margins as they expect EPS to grow at a higher, near 14% growth rate over the same period.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8d2373e15699c5dac4ff966da4235f97\" tg-width=\"905\" tg-height=\"214\" width=\"100%\" height=\"auto\"><span>(Source: Analyst projections,Seeking Alpha)</span></p>\n<table>\n <tbody>\n  <tr></tr>\n </tbody>\n</table>\n<p>I continue to believe that the company may beat sales expectations as we see stronger transition figures but I do not believe we'll be seeing much EPS beats if they continue to guide for margin expansion. The transitions within these industries away from high-interest products to still-high-but-lower interest products are almost certain to put a small but significant damper on margin growth.</p>\n<p><b>Investment Conclusion</b></p>\n<p>Visa has a bright future ahead and with the roughly 15% expected EPS growth rate and the additional 2.2% buyback rate, it is nearly certain to beat the overall market return rate, which has historically been just over 10%. Even so, the company growth rate is inevitably slowing, and with rising competitive pressure and third party services expenses, I believe there needs to be more to entice long term yield investors who may not be all that optimistic about the company's ability to continue and beat the market without being paid to wait.</p>\n<p>The company has more than enough cash to increase its dividend yield to over 2% while continuing the same level of share repurchasing. Investing that cash has been good for the company but has not brought even close to the same level of return that hiking dividend or increasing buyback will do.</p>\n<p>I remain bullish on the company's long-term prospects but am waiting to see some more of a focus on shareholder value before adding to a position.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Visa: Slowing Growth Rate, We May Need More</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\">\nVisa: Slowing Growth Rate, We May Need More\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-06 10:11 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4445698-visa-slowing-growth-rate-we-may-need-more><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nVisa has been superb at delivering value and growth for investors and customers for the past decade and more, with more and more of our everyday financial transactions moving digital.\nHowever...</p>\n\n<a href=\"https://seekingalpha.com/article/4445698-visa-slowing-growth-rate-we-may-need-more\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"V":"Visa"},"source_url":"https://seekingalpha.com/article/4445698-visa-slowing-growth-rate-we-may-need-more","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186157835","content_text":"Summary\n\nVisa has been superb at delivering value and growth for investors and customers for the past decade and more, with more and more of our everyday financial transactions moving digital.\nHowever, growth rate is inevitably going to slow down and I believe the company should be hiking their dividend to entice investors to stay on the gravy train.\nI remain bullish on the company's prospects even as I believe we need to see more.\n\nminiseries/E+ via Getty Images\nVisa (V) has been the ultimate success story of wealth accumulation. Even as they don't pay a high dividend yield, the transition from debit and account balance style of financing over to digital and credit (or simply debt) has been a major boon for the company's top and bottom lines. As a result, and together with a sizable multi-billion dollar share repurchasing program, delivered a CAGR return of over 27.5% over the past decade.\nNow, as expected, this debit-to-debt transition rate is slowing as most of the developed world has already shifted to paperless, contactless and debit-less financial situations and this is seen by analyst forecasts slowing growth rates from 27% to 15% over the next 5 years. Although I do believe that the company is likely to beat these expectations by a handsome margin, it's still slightly concerning for the longer-run return prospects.\nAlthough we can have the dividend vs buyback debate all day every day, I think that there should be some consideration to a dividend hike as they currently only pay a 0.5% annual dividend yield which does not entice investors given the slowing growth rate for the longer run.\nAccumulating Growth & Returning Value\nVisa has seen one of the steadiest share price appreciation environments in the entire stocks market and it has done so on behalf of the transition from debit to credit in almost all of the elements in our lives. We use credit for our day-to-day lives as well as buying vehicles, housing, eating out and all of those high-growth segments which are seeing huge jumps as our priorities shift as a nation. The levels of debt that the average American and global consumer is taking on is concerning on a societal level, but as it's not expected to change any time soon, the company is set to benefit from this steady stream of income with sky-high margins due to almost insignificant upkeep expenses.\nAnother positive factor is the company's use of share repurchasing to increase their value per share. Over the past decade, the company has bought back roughly $8 billion worth of its own stock every year and has a new authorization which gives it the ability to buy back as much as $11 billion of its own stock in 2021 alone. So far, they've repurchased almost $4 billion of their stock in 2021 and are expected to accelerate this repurchasing as the year progresses as they've stepped it down during the post-pandemic months. The company used the pandemic sell-off to purchase almost $5 billion worth of stock in the first several months of 2020.\nEven so, this is only a roughly 2.2% reduction in shares outstanding annually. There surely is a large percentage of investors who would likely prefer the company provide a higher dividend yield, which could create better value. Since the company has such a sky-high gross margin, which is only expected to increase as they integrate third-party services and see higher overall credit spending, they can certainly sustain a higher dividend yield and maintain some amount of share repurchases.\nThere's One More Thing\nOne thing that is slightly concerning to me is the company's debt position. They've held off from taking on any long-term debt for decades but in recent years has accumulated just under $20 billion in long-term debt. As a result, they've been paying over $530 million annually in interest expense. The danger here is that we're in a rising rate environment and although other parts of their business will gain from this, there's the potential for them to see as much as $1 billion annually disappear from their balance sheets if they continue to hold some of this debt for the next few years.\nThe positive spin on this is that the company does currently hold their highest ever cash position with just over $18 billion in cash and equivalents as well as another $1.2 billion in short-term investments. Moreover, although they've been investing less money and returning less interest income, they have been retiring the high-yield debt ahead of schedule and as a result, interest expense has been on the decline. It's unclear what the company's priorities will be moving forward but I do expect more of this to continue. They do have the potential to pay back most of the non-fixed-rate debt if they can't find a higher ROI (return on investment) to use the cash.\nSlowing Growth Rate: Why We're All Here\nThe reason I talk about the demand for a higher yield as well as various debt and cash positions is because, naturally, sales and income growth rates are expected to slow after decades of accelerating growth due to the debit-to-debt transition.\nThe company has shown a CAGR of over 27.5% over the past 10 years and now analysts expect the company to report a, still high, but slowing rate. For the next 5 years,they currently expect a CAGR of 13.9% to EPS, significantly less than the past 5 years. Here are the figures for 2020 through 2025:\n(Source: Analyst projections,Seeking Alpha)\n\n\n\n\n\nEven as the company has beaten expectations for most of the past decade quarterly reporting, it's unclear if this will continue as analysts project that the company's margins will improve significantly over the next few years, as evident by sales growth expectations. This doesn't make much sense to me as more competitive pressures and third-party services like cashback, advertising revenue sharing services and more will start eating at the company's sky-high margins over the next several years.\nFor sales, analysts currently expect Visa to report a sales CAGR of 10.3% throughout the same timeframe as I mentioned earlier for EPS projections. This means that the company will increase margins as they expect EPS to grow at a higher, near 14% growth rate over the same period.\n(Source: Analyst projections,Seeking Alpha)\n\n\n\n\n\nI continue to believe that the company may beat sales expectations as we see stronger transition figures but I do not believe we'll be seeing much EPS beats if they continue to guide for margin expansion. The transitions within these industries away from high-interest products to still-high-but-lower interest products are almost certain to put a small but significant damper on margin growth.\nInvestment Conclusion\nVisa has a bright future ahead and with the roughly 15% expected EPS growth rate and the additional 2.2% buyback rate, it is nearly certain to beat the overall market return rate, which has historically been just over 10%. Even so, the company growth rate is inevitably slowing, and with rising competitive pressure and third party services expenses, I believe there needs to be more to entice long term yield investors who may not be all that optimistic about the company's ability to continue and beat the market without being paid to wait.\nThe company has more than enough cash to increase its dividend yield to over 2% while continuing the same level of share repurchasing. Investing that cash has been good for the company but has not brought even close to the same level of return that hiking dividend or increasing buyback will do.\nI remain bullish on the company's long-term prospects but am waiting to see some more of a focus on shareholder value before adding to a position.","news_type":1},"isVote":1,"tweetType":1,"viewCount":242,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":890403455,"gmtCreate":1628126443577,"gmtModify":1703501669926,"author":{"id":"3582550643152901","authorId":"3582550643152901","name":"Klyy","avatar":"https://static.tigerbbs.com/33ea9606913f634a1d83024cbc093cc7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Wow!","listText":"Wow!","text":"Wow!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/890403455","repostId":"2157748627","repostType":4,"isVote":1,"tweetType":1,"viewCount":203,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807230800,"gmtCreate":1628037994300,"gmtModify":1703499972231,"author":{"id":"3582550643152901","authorId":"3582550643152901","name":"Klyy","avatar":"https://static.tigerbbs.com/33ea9606913f634a1d83024cbc093cc7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/807230800","repostId":"2156209941","repostType":4,"repost":{"id":"2156209941","pubTimestamp":1628035381,"share":"https://www.laohu8.com/m/news/2156209941?lang=&edition=full","pubTime":"2021-08-04 08:03","market":"us","language":"en","title":"SoftBank Builds a $5 Billion Stake in Pharma Giant Roche","url":"https://stock-news.laohu8.com/highlight/detail?id=2156209941","media":"Bloomberg","summary":"Japanese firm’s stake makes it one of Roche’s top investors\nSoftBank believes Roche’s Genentech divi","content":"<ul>\n <li>Japanese firm’s stake makes it one of Roche’s&nbsp;top investors</li>\n <li>SoftBank believes Roche’s Genentech division is undervalued</li>\n</ul>\n<p>SoftBank Group Corp. has quietly built a $5 billion stake in Roche Holding AG, placing a bet on the pharmaceutical company’s strategy of using data to develop drugs, according to people familiar with the matter.</p>\n<p>The Japanese conglomerate is now <a href=\"https://laohu8.com/S/AONE.U\">one</a> of Roche’s largest investors, according to data compiled by Bloomberg.</p>\n<p>Roche’s sales have recently been boosted by its Covid-19 testing business. The company’s diagnostics unit reacted swiftly to the coronavirus pandemic, but the pharmaceuticals division, where aging cancer medicines face increasing competition, has had a more difficult time.</p>\n<p>Shares of the Basel, Switzerland-based company have risen 8.8% in the last 12 months, compared with a 14.7% gain in the MSCI World Pharma Biotech &amp; Life Sciences index over the same period.</p>\n<p>The drugmaker has a dual-class share structure with separate voting and non-voting shares. The founding families own 50.1% of the voting class, while cross-town rival Novartis AG holds one-third. It’s unclear which types of shares SoftBank holds.</p>\n<p>SoftBank believes Roche’s Genentech division, which focuses on data-based drug discovery and development, is highly undervalued, one of the people said, all of whom asked not to be identified because the information is private. Roche last year hired Aviv Regev, a computational and systems biologist who was a core member of the Harvard University-affiliated Broad Institute, to lead the Genetech research unit.</p>\n<p>Roche is also developing a new pill for Covid-19 and an Alzheimer’s disease treatment. In June, the U.S. approved Biogen Inc.’s Alzheimer’s drug Aduhelm, which was seen as a positive sign for the Roche medicine.</p>\n<p>SoftBank has been increasingly focused on biotech and health care. It invested in Pacific Biosciences of California Inc., <a href=\"https://laohu8.com/S/ABCL\">AbCellera Biologics</a> and Sana Biotechnology. In February, Bloomberg News reported that SoftBank was planning to spend billions investing in public biotech companies, via its asset management arm SB Northstar.</p>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>SoftBank Builds a $5 Billion Stake in Pharma Giant Roche</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\">\nSoftBank Builds a $5 Billion Stake in Pharma Giant Roche\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-04 08:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2021-08-03/softbank-is-said-to-build-5-billion-stake-in-pharma-giant-roche?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Japanese firm’s stake makes it one of Roche’s top investors\nSoftBank believes Roche’s Genentech division is undervalued\n\nSoftBank Group Corp. has quietly built a $5 billion stake in Roche Holding AG, ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2021-08-03/softbank-is-said-to-build-5-billion-stake-in-pharma-giant-roche?srnd=premium-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BIIB":"渤健公司","PACB":"Pacific Biosciences of Californi","RHHBY":"罗氏控股","SFTBY":"软银集团","AMZN":"亚马逊","RHHBF":"Roche Holding Ltd","MSFT":"微软"},"source_url":"https://www.bloomberg.com/news/articles/2021-08-03/softbank-is-said-to-build-5-billion-stake-in-pharma-giant-roche?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2156209941","content_text":"Japanese firm’s stake makes it one of Roche’s top investors\nSoftBank believes Roche’s Genentech division is undervalued\n\nSoftBank Group Corp. has quietly built a $5 billion stake in Roche Holding AG, placing a bet on the pharmaceutical company’s strategy of using data to develop drugs, according to people familiar with the matter.\nThe Japanese conglomerate is now one of Roche’s largest investors, according to data compiled by Bloomberg.\nRoche’s sales have recently been boosted by its Covid-19 testing business. The company’s diagnostics unit reacted swiftly to the coronavirus pandemic, but the pharmaceuticals division, where aging cancer medicines face increasing competition, has had a more difficult time.\nShares of the Basel, Switzerland-based company have risen 8.8% in the last 12 months, compared with a 14.7% gain in the MSCI World Pharma Biotech & Life Sciences index over the same period.\nThe drugmaker has a dual-class share structure with separate voting and non-voting shares. The founding families own 50.1% of the voting class, while cross-town rival Novartis AG holds one-third. It’s unclear which types of shares SoftBank holds.\nSoftBank believes Roche’s Genentech division, which focuses on data-based drug discovery and development, is highly undervalued, one of the people said, all of whom asked not to be identified because the information is private. Roche last year hired Aviv Regev, a computational and systems biologist who was a core member of the Harvard University-affiliated Broad Institute, to lead the Genetech research unit.\nRoche is also developing a new pill for Covid-19 and an Alzheimer’s disease treatment. In June, the U.S. approved Biogen Inc.’s Alzheimer’s drug Aduhelm, which was seen as a positive sign for the Roche medicine.\nSoftBank has been increasingly focused on biotech and health care. It invested in Pacific Biosciences of California Inc., AbCellera Biologics and Sana Biotechnology. In February, Bloomberg News reported that SoftBank was planning to spend billions investing in public biotech companies, via its asset management arm SB Northstar.","news_type":1},"isVote":1,"tweetType":1,"viewCount":197,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807128522,"gmtCreate":1628008457266,"gmtModify":1703499617851,"author":{"id":"3582550643152901","authorId":"3582550643152901","name":"Klyy","avatar":"https://static.tigerbbs.com/33ea9606913f634a1d83024cbc093cc7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Great!","listText":"Great!","text":"Great!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/807128522","repostId":"1102455284","repostType":4,"repost":{"id":"1102455284","pubTimestamp":1628000975,"share":"https://www.laohu8.com/m/news/1102455284?lang=&edition=full","pubTime":"2021-08-03 22:29","market":"us","language":"en","title":"Is Square Stock A Buy? Here's What To Look For With Reopening, Bitcoin Looming","url":"https://stock-news.laohu8.com/highlight/detail?id=1102455284","media":"investors","summary":"When you think of SQ stock, both the coronavirus pandemic and cryptocurrency Bitcoin quickly come to","content":"<p>When you think of SQ stock, both the coronavirus pandemic and cryptocurrency Bitcoin quickly come to mind.</p>\n<p><b>Square</b>(SQ) on Aug. 1 agreed to buy Australia-based consumer lending startup Afterpay in a$29 billion all-stock deal.Afterpay competes in the emerging \"buy now, pay later\" market that encroaches on credit card networks. Some investors questioned whether Square needed to buy a BNPL company as opposed to building up its own capabilities or partnering.</p>\n<p>Square stock also reported mixed second-quarter results.</p>\n<p>Bitcoin hit an all-time high near $65,000 in April. At the time, Square stock traded near an all-time high. Bitcoin, which recently fell to around $30,000, on July 26 rebounded to $39,000. It's still off&nbsp; 40% from its all-time high.</p>\n<p>Square reported a $45 million impairment to operating income in the June quarter related to its Bitcoin investments.</p>\n<p>In a tweet on July 15, Square Chief Executive Jack Dorsey said the company will create a new business line to help developers build financial services products focused on Bitcoin.</p>\n<p>Square is \"building an open developer platform with the sole goal of making it easy to create non-custodial, permission-less, and decentralized financial services,\" Dorsey tweeted.</p>\n<p>SQ stock surged in 2020 as investors focused on the growth of its consumer Cash App. They shrugged off worries over Square stock exposure to small businesses and restaurants that might close because of the coronavirus pandemic.</p>\n<p>\"Square's business has been on a wild ride through the Covid-19 pandemic,\" MoffettNathanson analyst Lisa Ellis said in a recent note to clients. \"Mandatory business closures abruptly shuttered many of its core seller customers, triggering a dramatic drop in Square's business, followed by an equally dramatic rebound.</p>\n<p>Square Stock: Investments Hiked In 2021</p>\n<p>\"At the same time, the pandemic has turbo-charged the growth of Square's wildly popular consumer Cash App business,\" Ellis went on to say. \"We believe Square will emerge from the crisis in a stronger competitive position, leveraging its strong balance sheet, differentiated product suite, innovative team and strong brand.\"</p>\n<p>Square has closed the acquisition of a majority stake in Jay Z's Tidalmusic streaming service for $297 million in cash and stock.</p>\n<p>With multiple products, SQ stock faces stiff competition in both consumer financial apps and the small business market. Analysts expect Square's rivalry with<b>PayPal Holdings</b>(PYPL) to heat up in 2021 as theyimprove digital wallets.</p>\n<p>Other rivals include<b>First Data</b>'s (FDC) Clover unit,<b>Shopify</b>(SHOP), merchant acquirers, and well-funded startup Stripe.</p>\n<p>SQ Stock: Doubling Down On Bitcoin</p>\n<p>Square stock disclosed a new $170 million investment in Bitcoin in early 2021 on top of its $50 million purchase in October. The company reports Bitcoin holdings as unrealized gains on investments, and will be excluded from adjusted earnings, analysts say.</p>\n<p>Square Chief Executive Jack Dorsey recently said the company is interested in developing aBitcoin hardware wallet.</p>\n<p>SQ stock had 40 million Cash App monthly active users as of June 30, up from 36 million at the end of 2020.</p>\n<p>Cash App users are able to buy, hold and sell Bitcoin. Square's adjusted revenue from Bitcoin are sales to app users, minus the cost of purchasing the digital currency.</p>\n<p>But Square's Bitcoin business has gross profit margins of only around 2%, analysts say.</p>\n<p>SQ Stock: Payments Ecosystem</p>\n<p>In its core business, Square aims to build a two-sided digital payments ecosystem, with products designed for both merchant sellers and consumer buyers. The Square Cash App helps individuals manage money.</p>\n<p>For merchants, Square makes credit-card readers that plug into mobile devices. Its Square Capital division provides loans to sellers. While Square retains only 10% of Square Capital loans on its balance sheet, there's still a risk of defaults.</p>\n<p>Prior to the Covid-19 outbreak, analysts were divided on whether Square revenue growth would reaccelerate with margin improvement following a period of elevated investments.&nbsp;The Square Cash App, a peer-to-peer money-transfer service, competes with PayPal'sVenmo, Zelle and others.</p>\n<p>Amid the coronavirus emergency, Cash App emerged as a digital alternative to traditional banks. Consumers used the Cash App's direct-deposit feature to receive government stimulus payments, for example. But Cash App gross profit growth slowed over the summer, analysts say, as stimulus programs expired.</p>\n<p>Square is testing a short-term borrowing feature for Cash App users. Square offers loans of $20 to $200. Cash App users are expected to pay pack the loans in four weeks, with interest.</p>\n<p>Also, the Cash App provides a stock trading feature. Cash App offers a debit card through a deal with Marqeta.</p>\n<p>The bearish view is that Cash App's momentum proves transitory with low customer retention after the coronavirus pandemic eases.</p>\n<p>The Square Cash app, Square Capital and Instant Deposit all contribute to the company's&nbsp;subscription and services revenue. One key for Square is cross-selling more services to its existing pool of merchants, analysts say.</p>\n<p>To broaden its consumer platform, Square plans to buy Credit Karma's tax business for $50 million in cash. It's a free service for consumers.</p>\n<p>SQ Stock: Moving Upmarket To Bigger Sellers</p>\n<p>The payment processor has the same chief executive as<b>Twitter</b>(TWTR) in Dorsey. The CEO-sharing arrangement has seemingly worked out for Square stock.</p>\n<p>With roots in serving such micro-merchants as food trucks and farm-stand vendors, Square has moved \"upmarket,\" targeting larger businesses.</p>\n<p>SQ stock ranks among the top 10 fintech companies.&nbsp;Bigger fintech companies include<b>Visa</b>(V),<b>Mastercard</b>(MA), PayPal,<b>Fidelity National Information Services</b>(FIS),<b>Fiserv</b>(FISV) and<b>American Express</b>(AXP).</p>\n<p>In addition to selling credit-card readers, Square provides software for point-of-sale and back offices in order to manage inventory and other tasks.</p>\n<p>Square recently focused on software products that can be used across many industries, such as invoicing, payroll and marketing. It also aims to integrate its payment tools into e-commerce platforms.</p>\n<p>Instant Deposit Speeds Up Process</p>\n<p>The company's Square Instant Deposit allows merchants to immediately receive payments instead of waiting a few days for settlement.</p>\n<p>Meanwhile, Square Card is a business prepaid debit card issued in partnership with Sutton Bank to small business owners on the Square platform.</p>\n<p>Square on March 2 said its Utah-based industrial bank has launched services to small businesses. Called Square Financial Services, the bank will offer loans and deposit accounts.</p>\n<p>In trying to move upmarket, Square takes on Worldpay and<b>Global Payments</b>(GPN).</p>\n<p>Somefintech companies are merging, giving them greater scale vs. Square.</p>\n<p>The company recently sold Caviar, a food ordering and delivery service, to DoorDash for $410 million.</p>\n<p>One key question as competition heats up is the outlook for the gross payment volume — total volume of sales in dollars generated by merchant customers — also known as GPV. It's a key financial metric for rivals like PayPal as well.</p>\n<p>Square Stock Fundamental Analysis</p>\n<p>Square's Q2 earnings per share spiked 266% to 66 cents in the June quarter. Revenue surged 143% to $4.68 billion but missed estimates amid Bitcoin volatility. Excluding Bitcoin, revenue was $1.96 billion.</p>\n<p>Analysts expected Square earnings per share of 30 cents on sales of $5.03 billion.</p>\n<p>\"CashApp's year-over-year revenue growth (87%) decelerated from the prior quarter's 139%, reflecting tough comparisons, with likely further deceleration during the next few quarters,\" Wedbush analyst Moshe Katri said in a report.</p>\n<p>Gross payment volume, or GPV, from merchant customers rose 88% to $42.83 billion.</p>\n<p>Adjusted earnings before interest, taxes, depreciation and amortization, known as EBITDA, came in at $360 million, topping estimates of $179 million.</p>\n<p>SQ Stock Technical Analysis</p>\n<p>After its disappointing initial public offering in November 2015, Square stock meandered. In June 2016, SQ stock still traded just above its initial public offering price of 9.</p>\n<p>That soon changed. From July 1, 2016, through a high of 101.50 set last Oct. 1, Square stock exploded nearly 995%.&nbsp;Its big run led one analyst to call Square the nextFANG stock, joining the likes of<b>Facebook</b>(FB),<b>Amazon</b>(AMZN),<b>Netflix</b>(NFLX) and<b>Alphabet</b>'s (GOOGL) Google in stature.</p>\n<p>Following its big run, Square stock fell more than 50% in late 2018 as many technology companies also crashed. SQ stock clawed back in 2019.</p>\n<p>Square stock forged a proper entry point of 87.35 in early February, 2020 just before the coronavirus outbreak forced cities to shut down. Shares surged some 248% in 2020 as investors focused on the growth of its consumer Cash App.</p>\n<p>Not many stocks roar back after a 50% correction. It takes time for them to digest gains and set up for another extended surge into new highs. Many never deliver a repeat performance such as SQ stock.</p>\n<p>Even so, Square has wrestled with finding the right balance of revenue growth, investments and profitability.</p>\n<p>Is Square Stock A Buy Right Now?</p>\n<p>Square'sRelative Strength Ratingis 89 out of a best-possible 99, according toIBD Stock Checkup. The best stocks tend to have an 80 or better RS Rating.</p>\n<p>The&nbsp;relative strength line, the blue line in the chart above, compares a stock's price performance with that of the S&amp;P 500. An upward-trending RS line tells you the stock is doing better than the general market.</p>\n<p>SQ stock, meanwhile, has an Accumulation/Distribution Rating of C-minus. The rating runs from a best-possible A+ to a worst-possible E. The rating analyzes price and volume changes in a stock over the past 13 weeks of trading. A falling Accumulation/Distribution Rating would be a sign that institutional buyers are exiting.</p>\n<p>Square stock rallied on the Afterpay acquisition. SQ stock cleared an alternative entry from a handle base.</p>\n<p>A 5% buy zone above a new 267.87 entry extends to 281.26. As of Aug. 3, SQ stock trades just below the new entry point, having pulled back a bit from the Afterpay acquisition rally.</p>","source":"lsy1610449120050","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>Is Square Stock A Buy? Here's What To Look For With Reopening, Bitcoin Looming</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\">\nIs Square Stock A Buy? Here's What To Look For With Reopening, Bitcoin Looming\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-03 22:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.investors.com/news/technology/sq-stock-buy-now/?src=A00220><strong>investors</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>When you think of SQ stock, both the coronavirus pandemic and cryptocurrency Bitcoin quickly come to mind.\nSquare(SQ) on Aug. 1 agreed to buy Australia-based consumer lending startup Afterpay in a$29 ...</p>\n\n<a href=\"https://www.investors.com/news/technology/sq-stock-buy-now/?src=A00220\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SQ":"Block"},"source_url":"https://www.investors.com/news/technology/sq-stock-buy-now/?src=A00220","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102455284","content_text":"When you think of SQ stock, both the coronavirus pandemic and cryptocurrency Bitcoin quickly come to mind.\nSquare(SQ) on Aug. 1 agreed to buy Australia-based consumer lending startup Afterpay in a$29 billion all-stock deal.Afterpay competes in the emerging \"buy now, pay later\" market that encroaches on credit card networks. Some investors questioned whether Square needed to buy a BNPL company as opposed to building up its own capabilities or partnering.\nSquare stock also reported mixed second-quarter results.\nBitcoin hit an all-time high near $65,000 in April. At the time, Square stock traded near an all-time high. Bitcoin, which recently fell to around $30,000, on July 26 rebounded to $39,000. It's still off  40% from its all-time high.\nSquare reported a $45 million impairment to operating income in the June quarter related to its Bitcoin investments.\nIn a tweet on July 15, Square Chief Executive Jack Dorsey said the company will create a new business line to help developers build financial services products focused on Bitcoin.\nSquare is \"building an open developer platform with the sole goal of making it easy to create non-custodial, permission-less, and decentralized financial services,\" Dorsey tweeted.\nSQ stock surged in 2020 as investors focused on the growth of its consumer Cash App. They shrugged off worries over Square stock exposure to small businesses and restaurants that might close because of the coronavirus pandemic.\n\"Square's business has been on a wild ride through the Covid-19 pandemic,\" MoffettNathanson analyst Lisa Ellis said in a recent note to clients. \"Mandatory business closures abruptly shuttered many of its core seller customers, triggering a dramatic drop in Square's business, followed by an equally dramatic rebound.\nSquare Stock: Investments Hiked In 2021\n\"At the same time, the pandemic has turbo-charged the growth of Square's wildly popular consumer Cash App business,\" Ellis went on to say. \"We believe Square will emerge from the crisis in a stronger competitive position, leveraging its strong balance sheet, differentiated product suite, innovative team and strong brand.\"\nSquare has closed the acquisition of a majority stake in Jay Z's Tidalmusic streaming service for $297 million in cash and stock.\nWith multiple products, SQ stock faces stiff competition in both consumer financial apps and the small business market. Analysts expect Square's rivalry withPayPal Holdings(PYPL) to heat up in 2021 as theyimprove digital wallets.\nOther rivals includeFirst Data's (FDC) Clover unit,Shopify(SHOP), merchant acquirers, and well-funded startup Stripe.\nSQ Stock: Doubling Down On Bitcoin\nSquare stock disclosed a new $170 million investment in Bitcoin in early 2021 on top of its $50 million purchase in October. The company reports Bitcoin holdings as unrealized gains on investments, and will be excluded from adjusted earnings, analysts say.\nSquare Chief Executive Jack Dorsey recently said the company is interested in developing aBitcoin hardware wallet.\nSQ stock had 40 million Cash App monthly active users as of June 30, up from 36 million at the end of 2020.\nCash App users are able to buy, hold and sell Bitcoin. Square's adjusted revenue from Bitcoin are sales to app users, minus the cost of purchasing the digital currency.\nBut Square's Bitcoin business has gross profit margins of only around 2%, analysts say.\nSQ Stock: Payments Ecosystem\nIn its core business, Square aims to build a two-sided digital payments ecosystem, with products designed for both merchant sellers and consumer buyers. The Square Cash App helps individuals manage money.\nFor merchants, Square makes credit-card readers that plug into mobile devices. Its Square Capital division provides loans to sellers. While Square retains only 10% of Square Capital loans on its balance sheet, there's still a risk of defaults.\nPrior to the Covid-19 outbreak, analysts were divided on whether Square revenue growth would reaccelerate with margin improvement following a period of elevated investments. The Square Cash App, a peer-to-peer money-transfer service, competes with PayPal'sVenmo, Zelle and others.\nAmid the coronavirus emergency, Cash App emerged as a digital alternative to traditional banks. Consumers used the Cash App's direct-deposit feature to receive government stimulus payments, for example. But Cash App gross profit growth slowed over the summer, analysts say, as stimulus programs expired.\nSquare is testing a short-term borrowing feature for Cash App users. Square offers loans of $20 to $200. Cash App users are expected to pay pack the loans in four weeks, with interest.\nAlso, the Cash App provides a stock trading feature. Cash App offers a debit card through a deal with Marqeta.\nThe bearish view is that Cash App's momentum proves transitory with low customer retention after the coronavirus pandemic eases.\nThe Square Cash app, Square Capital and Instant Deposit all contribute to the company's subscription and services revenue. One key for Square is cross-selling more services to its existing pool of merchants, analysts say.\nTo broaden its consumer platform, Square plans to buy Credit Karma's tax business for $50 million in cash. It's a free service for consumers.\nSQ Stock: Moving Upmarket To Bigger Sellers\nThe payment processor has the same chief executive asTwitter(TWTR) in Dorsey. The CEO-sharing arrangement has seemingly worked out for Square stock.\nWith roots in serving such micro-merchants as food trucks and farm-stand vendors, Square has moved \"upmarket,\" targeting larger businesses.\nSQ stock ranks among the top 10 fintech companies. Bigger fintech companies includeVisa(V),Mastercard(MA), PayPal,Fidelity National Information Services(FIS),Fiserv(FISV) andAmerican Express(AXP).\nIn addition to selling credit-card readers, Square provides software for point-of-sale and back offices in order to manage inventory and other tasks.\nSquare recently focused on software products that can be used across many industries, such as invoicing, payroll and marketing. It also aims to integrate its payment tools into e-commerce platforms.\nInstant Deposit Speeds Up Process\nThe company's Square Instant Deposit allows merchants to immediately receive payments instead of waiting a few days for settlement.\nMeanwhile, Square Card is a business prepaid debit card issued in partnership with Sutton Bank to small business owners on the Square platform.\nSquare on March 2 said its Utah-based industrial bank has launched services to small businesses. Called Square Financial Services, the bank will offer loans and deposit accounts.\nIn trying to move upmarket, Square takes on Worldpay andGlobal Payments(GPN).\nSomefintech companies are merging, giving them greater scale vs. Square.\nThe company recently sold Caviar, a food ordering and delivery service, to DoorDash for $410 million.\nOne key question as competition heats up is the outlook for the gross payment volume — total volume of sales in dollars generated by merchant customers — also known as GPV. It's a key financial metric for rivals like PayPal as well.\nSquare Stock Fundamental Analysis\nSquare's Q2 earnings per share spiked 266% to 66 cents in the June quarter. Revenue surged 143% to $4.68 billion but missed estimates amid Bitcoin volatility. Excluding Bitcoin, revenue was $1.96 billion.\nAnalysts expected Square earnings per share of 30 cents on sales of $5.03 billion.\n\"CashApp's year-over-year revenue growth (87%) decelerated from the prior quarter's 139%, reflecting tough comparisons, with likely further deceleration during the next few quarters,\" Wedbush analyst Moshe Katri said in a report.\nGross payment volume, or GPV, from merchant customers rose 88% to $42.83 billion.\nAdjusted earnings before interest, taxes, depreciation and amortization, known as EBITDA, came in at $360 million, topping estimates of $179 million.\nSQ Stock Technical Analysis\nAfter its disappointing initial public offering in November 2015, Square stock meandered. In June 2016, SQ stock still traded just above its initial public offering price of 9.\nThat soon changed. From July 1, 2016, through a high of 101.50 set last Oct. 1, Square stock exploded nearly 995%. Its big run led one analyst to call Square the nextFANG stock, joining the likes ofFacebook(FB),Amazon(AMZN),Netflix(NFLX) andAlphabet's (GOOGL) Google in stature.\nFollowing its big run, Square stock fell more than 50% in late 2018 as many technology companies also crashed. SQ stock clawed back in 2019.\nSquare stock forged a proper entry point of 87.35 in early February, 2020 just before the coronavirus outbreak forced cities to shut down. Shares surged some 248% in 2020 as investors focused on the growth of its consumer Cash App.\nNot many stocks roar back after a 50% correction. It takes time for them to digest gains and set up for another extended surge into new highs. Many never deliver a repeat performance such as SQ stock.\nEven so, Square has wrestled with finding the right balance of revenue growth, investments and profitability.\nIs Square Stock A Buy Right Now?\nSquare'sRelative Strength Ratingis 89 out of a best-possible 99, according toIBD Stock Checkup. The best stocks tend to have an 80 or better RS Rating.\nThe relative strength line, the blue line in the chart above, compares a stock's price performance with that of the S&P 500. An upward-trending RS line tells you the stock is doing better than the general market.\nSQ stock, meanwhile, has an Accumulation/Distribution Rating of C-minus. The rating runs from a best-possible A+ to a worst-possible E. The rating analyzes price and volume changes in a stock over the past 13 weeks of trading. A falling Accumulation/Distribution Rating would be a sign that institutional buyers are exiting.\nSquare stock rallied on the Afterpay acquisition. SQ stock cleared an alternative entry from a handle base.\nA 5% buy zone above a new 267.87 entry extends to 281.26. As of Aug. 3, SQ stock trades just below the new entry point, having pulled back a bit from the Afterpay acquisition rally.","news_type":1},"isVote":1,"tweetType":1,"viewCount":245,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807128949,"gmtCreate":1628008392481,"gmtModify":1703499615583,"author":{"id":"3582550643152901","authorId":"3582550643152901","name":"Klyy","avatar":"https://static.tigerbbs.com/33ea9606913f634a1d83024cbc093cc7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Yes!","listText":"Yes!","text":"Yes!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/807128949","repostId":"1171505764","repostType":4,"repost":{"id":"1171505764","pubTimestamp":1628004619,"share":"https://www.laohu8.com/m/news/1171505764?lang=&edition=full","pubTime":"2021-08-03 23:30","market":"us","language":"en","title":"Apple’s Advertising Business Is Bigger Than You Think. It Could Get Bigger Still.","url":"https://stock-news.laohu8.com/highlight/detail?id=1171505764","media":"MarketWatch","summary":"Apple’smove to kill off the Identifier for Advertisers system on the iPhone hasinfuriated Facebookand other companies that rely on the ability to track consumer behavior so they can sell targeted advertising.The decision has created the impression that Apple  is simply opposed to digital advertising. But that’s not actually the case. In fact, advertising is gradually becoming a material contributor to the company’s revenue base.In a research note Tuesday, Bernstein analystToni Sacconaghidoes a d","content":"<p>Apple’smove to kill off the Identifier for Advertisers system on the iPhone hasinfuriated Facebookand other companies that rely on the ability to track consumer behavior so they can sell targeted advertising.</p>\n<p>The decision has created the impression that Apple (ticker: AAPL) is simply opposed to digital advertising. But that’s not actually the case. In fact, advertising is gradually becoming a material contributor to the company’s revenue base.</p>\n<p>In a research note Tuesday, Bernstein analystToni Sacconaghidoes a deep dive into Apple’s ad business. While the company doesn’t talk about the business much andprovides little disclosure, Sacconaghi estimates that Apple will generate about $3 billion in ad revenue in the September 2021 fiscal year, up from about $300 million in fiscal 2017. He thinks the total could grow to the $7 billion-to-$10 billion-a-year range by fiscal 2023 or 2024, boosting growth in Apple’s services business as much as three percentage points.</p>\n<p>Sacconaghi notes that most of Apple’s ad business is centered on search ads in the App Store. He says growth drivers in the business include the June addition of search ads in China, higher ad loads, and the introduction of banner ads to the store in May. He also points out that Apple generates modest revenue today—likely under $500 million a year—from ads in the Apple News and Stocks apps.</p>\n<p>There are other opportunities—including Apple Maps and Apple TV. Sacconaghi estimates that Google generates about $4 billion in ad revenue a year from Maps, with a user base about four times the size, suggesting $1 billion a year in potential ad revenue. And he says that the streaming-device companyRoku (ROKU)provides “a helpful precedent” for how Apple can generate revenue from Apple TV hardware—where he sees another $1 billion-plus opportunity.</p>\n<p>The analyst adds that Apple could place ads on other properties—like Apple Fitness+ and Garage Band—but that the adoption of advertising in applications like Apple Mail, Apple TV+, or Apple’s home screens likely would “irk consumers and undermine Apple’s strongly avowed stance on privacy.”</p>\n<p>Meanwhile, Sacconaghi says, Apple’s position on Identifier for Advertisers, or IDFA, offers the company some competitive advantages. “While we believe that Apple’s move to eliminate IDFA was done in the spirit of advancing consumer privacy, it may ultimately provide Apple with an advertising platform that is competitively advantaged vs. peers who don’t have access to Apple’s richer APIs,” he writes.</p>\n<p>The analyst notes thatAmazon.com‘s (AMZN) ad business was similar in size to Apple’s in 2017—and now has a run rate north of $25 billion and is a substantial part of the investment thesis on the stock. “Along similar lines, a large and growing advertising business could help Apple accelerate its overall Services growth rate, which would likely be viewed positively by investors,” he concludes.</p>\n<p>Apple shares were up 0.1%, at $145.72, in recent trading. TheS&amp;P 500was down fractionally.</p>","source":"market_watch","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple’s Advertising Business Is Bigger Than You Think. It Could Get Bigger Still.</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\">\nApple’s Advertising Business Is Bigger Than You Think. It Could Get Bigger Still.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-03 23:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/articles/apples-advertising-business-is-bigger-than-you-think-it-could-get-bigger-still-51628004419?mod=mw_latestnews><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple’smove to kill off the Identifier for Advertisers system on the iPhone hasinfuriated Facebookand other companies that rely on the ability to track consumer behavior so they can sell targeted ...</p>\n\n<a href=\"https://www.marketwatch.com/articles/apples-advertising-business-is-bigger-than-you-think-it-could-get-bigger-still-51628004419?mod=mw_latestnews\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.marketwatch.com/articles/apples-advertising-business-is-bigger-than-you-think-it-could-get-bigger-still-51628004419?mod=mw_latestnews","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1171505764","content_text":"Apple’smove to kill off the Identifier for Advertisers system on the iPhone hasinfuriated Facebookand other companies that rely on the ability to track consumer behavior so they can sell targeted advertising.\nThe decision has created the impression that Apple (ticker: AAPL) is simply opposed to digital advertising. But that’s not actually the case. In fact, advertising is gradually becoming a material contributor to the company’s revenue base.\nIn a research note Tuesday, Bernstein analystToni Sacconaghidoes a deep dive into Apple’s ad business. While the company doesn’t talk about the business much andprovides little disclosure, Sacconaghi estimates that Apple will generate about $3 billion in ad revenue in the September 2021 fiscal year, up from about $300 million in fiscal 2017. He thinks the total could grow to the $7 billion-to-$10 billion-a-year range by fiscal 2023 or 2024, boosting growth in Apple’s services business as much as three percentage points.\nSacconaghi notes that most of Apple’s ad business is centered on search ads in the App Store. He says growth drivers in the business include the June addition of search ads in China, higher ad loads, and the introduction of banner ads to the store in May. He also points out that Apple generates modest revenue today—likely under $500 million a year—from ads in the Apple News and Stocks apps.\nThere are other opportunities—including Apple Maps and Apple TV. Sacconaghi estimates that Google generates about $4 billion in ad revenue a year from Maps, with a user base about four times the size, suggesting $1 billion a year in potential ad revenue. And he says that the streaming-device companyRoku (ROKU)provides “a helpful precedent” for how Apple can generate revenue from Apple TV hardware—where he sees another $1 billion-plus opportunity.\nThe analyst adds that Apple could place ads on other properties—like Apple Fitness+ and Garage Band—but that the adoption of advertising in applications like Apple Mail, Apple TV+, or Apple’s home screens likely would “irk consumers and undermine Apple’s strongly avowed stance on privacy.”\nMeanwhile, Sacconaghi says, Apple’s position on Identifier for Advertisers, or IDFA, offers the company some competitive advantages. “While we believe that Apple’s move to eliminate IDFA was done in the spirit of advancing consumer privacy, it may ultimately provide Apple with an advertising platform that is competitively advantaged vs. peers who don’t have access to Apple’s richer APIs,” he writes.\nThe analyst notes thatAmazon.com‘s (AMZN) ad business was similar in size to Apple’s in 2017—and now has a run rate north of $25 billion and is a substantial part of the investment thesis on the stock. “Along similar lines, a large and growing advertising business could help Apple accelerate its overall Services growth rate, which would likely be viewed positively by investors,” he concludes.\nApple shares were up 0.1%, at $145.72, in recent trading. TheS&P 500was down fractionally.","news_type":1},"isVote":1,"tweetType":1,"viewCount":194,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":806599380,"gmtCreate":1627663353840,"gmtModify":1703494432856,"author":{"id":"3582550643152901","authorId":"3582550643152901","name":"Klyy","avatar":"https://static.tigerbbs.com/33ea9606913f634a1d83024cbc093cc7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Great!&nbsp;","listText":"Great!&nbsp;","text":"Great!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/806599380","repostId":"2155015802","repostType":4,"repost":{"id":"2155015802","pubTimestamp":1627655499,"share":"https://www.laohu8.com/m/news/2155015802?lang=&edition=full","pubTime":"2021-07-30 22:31","market":"us","language":"en","title":"How Synchronized Viewing Could Ruin Netflix Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=2155015802","media":"Motley Fool","summary":"A new form of streaming is gaining momentum -- and that's not good for the iconic content company.","content":"<p>The king of streaming services,&nbsp;<b>Netflix</b>&nbsp;(NASDAQ:NFLX), has been a top-performing tech stock over the past decade. Its gain of 1,266% during that period far outpaces the <b>S&amp;P 500</b>'s 240% return. But share prices have stalled as of late, as the stock has not moved much in the past 12 months and is down 4% in 2021.&nbsp;</p>\n<p>Netflix is becoming too big -- its market cap has already exceeded $220 billion. At that scale, innovation becomes harder to achieve, while the rise of competitors makes it easier for existing subscribers to flake. However, it's not just intense competition that is causing trouble.</p>\n<p> A new practice is rapidly revolutionizing the streaming world that potentially has stock price implications. Let's look at why investors should be cautious about investing in Netflix.&nbsp;</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/df63c30b571ad23f98676758ab77e6ea\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<h2>The devil in the detail&nbsp;</h2>\n<p>Netflix had a pretty amazing second quarter; its revenue went up 19.4% year over year to $7.34 billion. Simultaneously, the company's net income increased by 88% in the same period to $1.35 billion. Those are superb results, but <a href=\"https://laohu8.com/S/AONE.U\">one</a> metric has puzzled analysts and investors alike: the recent loss of 430,000 subscribers in the U.S. and Canada. </p>\n<p>Some say it's due to the popularity of other streaming services like <b>Walt</b> <b>Disney</b>'s Disney+&nbsp;or <b>Amazon</b> Prime taking market share. Some observe that as venues reopen following last year's lockdowns, people want to get out of the house and travel instead of sitting and home and watching movies. Others point to features like multi-device streaming that makes getting more than one subscription redundant. But I think there is another risk factor that investors aren't seeing.&nbsp;</p>\n<h2>The major risk ahead&nbsp;</h2>\n<p>Over the past few years, a practice known as synchronized viewing (or screen sharing) has gained momentum. This allows individuals to stream movies or TV shows directly to their family and friends free of charge. Intellectual property laws and their enforcement are somewhat archaic -- they have not caught on to the practice, so the whole thing is a grey area. For example, a user on the popular social app Discord can stream Netflix content to as many as 50 people at the same time. These instances are commonly known as \"movie nights.\" </p>\n<p>It's obvious why the practice is bad for the stock here. Only one person in the community needs a Netflix subscription to go live with the stream -- saving others a lot of money over the long run. One could realize additional savings by streaming in standard definition instead of high definition. Moreover, the rise of 5G will only make synchronized viewing more popular. Bored after a walk on the beach at a holiday resort? Just pull up an app that allows one to watch Netflix content together with friends -- anytime, anywhere.&nbsp;</p>\n<p>There is no data on the phenomena per se as it is a fairly recent trend (but rapidly gaining in popularity). However, there are countless articles from major outlets regarding how to screen share and host virtual movie nights on services like Discord. By the way, that app has more than 150 million monthly active users and 19 million servers. Of course, the practice doesn't affect hard-line Netflix subscribers, but it does offer an enticing alternative for those who don't use it quite as often and can just \"limp in\" once a week to a stream with friends. Companies like Amazon have already caught on to the practice and have features that only allow Prime Members to join in on watch parties. But like Netflix, Amazon doesn't have the ability to prevent streams on third-party software.</p>\n<h2>What's the verdict?&nbsp;</h2>\n<p>At this point, investors are still viewing Netflix stock as one that will achieve growth over an infinite horizon. It currently trades for 8.5 times sales and 53.4 times earnings. But be warned -- the widespread adoption of synchronized viewing has made it far more economical to cancel one's Netflix subscription and just watch the same content on the friend's stream. Until Netflix does something about the practice, such as lobbying politicians to update intellectual property laws (which would inevitably anger a lot of subscribers), investors should expect subscriber count in the U.S. and Canada to continue to decline or stagnate.&nbsp;</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>How Synchronized Viewing Could Ruin Netflix Stock</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHow Synchronized Viewing Could Ruin Netflix Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-30 22:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/07/30/how-synchronized-viewing-can-ruin-netflix-stock/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The king of streaming services, Netflix (NASDAQ:NFLX), has been a top-performing tech stock over the past decade. Its gain of 1,266% during that period far outpaces the S&P 500's 240% return. But ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/07/30/how-synchronized-viewing-can-ruin-netflix-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞"},"source_url":"https://www.fool.com/investing/2021/07/30/how-synchronized-viewing-can-ruin-netflix-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2155015802","content_text":"The king of streaming services, Netflix (NASDAQ:NFLX), has been a top-performing tech stock over the past decade. Its gain of 1,266% during that period far outpaces the S&P 500's 240% return. But share prices have stalled as of late, as the stock has not moved much in the past 12 months and is down 4% in 2021. \nNetflix is becoming too big -- its market cap has already exceeded $220 billion. At that scale, innovation becomes harder to achieve, while the rise of competitors makes it easier for existing subscribers to flake. However, it's not just intense competition that is causing trouble.\n A new practice is rapidly revolutionizing the streaming world that potentially has stock price implications. Let's look at why investors should be cautious about investing in Netflix. \nImage source: Getty Images.\nThe devil in the detail \nNetflix had a pretty amazing second quarter; its revenue went up 19.4% year over year to $7.34 billion. Simultaneously, the company's net income increased by 88% in the same period to $1.35 billion. Those are superb results, but one metric has puzzled analysts and investors alike: the recent loss of 430,000 subscribers in the U.S. and Canada. \nSome say it's due to the popularity of other streaming services like Walt Disney's Disney+ or Amazon Prime taking market share. Some observe that as venues reopen following last year's lockdowns, people want to get out of the house and travel instead of sitting and home and watching movies. Others point to features like multi-device streaming that makes getting more than one subscription redundant. But I think there is another risk factor that investors aren't seeing. \nThe major risk ahead \nOver the past few years, a practice known as synchronized viewing (or screen sharing) has gained momentum. This allows individuals to stream movies or TV shows directly to their family and friends free of charge. Intellectual property laws and their enforcement are somewhat archaic -- they have not caught on to the practice, so the whole thing is a grey area. For example, a user on the popular social app Discord can stream Netflix content to as many as 50 people at the same time. These instances are commonly known as \"movie nights.\" \nIt's obvious why the practice is bad for the stock here. Only one person in the community needs a Netflix subscription to go live with the stream -- saving others a lot of money over the long run. One could realize additional savings by streaming in standard definition instead of high definition. Moreover, the rise of 5G will only make synchronized viewing more popular. Bored after a walk on the beach at a holiday resort? Just pull up an app that allows one to watch Netflix content together with friends -- anytime, anywhere. \nThere is no data on the phenomena per se as it is a fairly recent trend (but rapidly gaining in popularity). However, there are countless articles from major outlets regarding how to screen share and host virtual movie nights on services like Discord. By the way, that app has more than 150 million monthly active users and 19 million servers. Of course, the practice doesn't affect hard-line Netflix subscribers, but it does offer an enticing alternative for those who don't use it quite as often and can just \"limp in\" once a week to a stream with friends. Companies like Amazon have already caught on to the practice and have features that only allow Prime Members to join in on watch parties. But like Netflix, Amazon doesn't have the ability to prevent streams on third-party software.\nWhat's the verdict? \nAt this point, investors are still viewing Netflix stock as one that will achieve growth over an infinite horizon. It currently trades for 8.5 times sales and 53.4 times earnings. But be warned -- the widespread adoption of synchronized viewing has made it far more economical to cancel one's Netflix subscription and just watch the same content on the friend's stream. Until Netflix does something about the practice, such as lobbying politicians to update intellectual property laws (which would inevitably anger a lot of subscribers), investors should expect subscriber count in the U.S. and Canada to continue to decline or stagnate.","news_type":1},"isVote":1,"tweetType":1,"viewCount":422,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":806384391,"gmtCreate":1627632985713,"gmtModify":1703493759192,"author":{"id":"3582550643152901","authorId":"3582550643152901","name":"Klyy","avatar":"https://static.tigerbbs.com/33ea9606913f634a1d83024cbc093cc7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Oh wow","listText":"Oh wow","text":"Oh wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/806384391","repostId":"1114963045","repostType":4,"repost":{"id":"1114963045","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":1627632042,"share":"https://www.laohu8.com/m/news/1114963045?lang=&edition=full","pubTime":"2021-07-30 16:00","market":"us","language":"en","title":"Amazon shares tumbled 7% in premarket trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1114963045","media":"Tiger Newspress","summary":"Amazon shares tumbled 7% in premarket trading after the e-commerce and cloud computing giant reporte","content":"<p>Amazon shares tumbled 7% in premarket trading&nbsp;after the e-commerce and cloud computing giant reported mixed results for the June quarter, with better-than-expected profits but sales that fell shy of Wall Street estimates.</p>\n<p><img src=\"https://static.tigerbbs.com/434293bc919a491da3374600aafc4b38\" tg-width=\"881\" tg-height=\"642\" width=\"100%\" height=\"auto\"></p>\n<p>The miss reflects a shortfall in Amazon’s e-commerce business, which suffered a sharp deceleration from recent growth trends. The e-commerce slowdown was partially offset by better-than-expected results in the company’s cloud computing, advertising, and third-party seller segments.</p>\n<p>For the quarter, Amazon (ticker: AMZN) posted sales of $113.1 billion, up 27% from a year ago, or 24% when adjusted for currency, right in the middle of the company’s guidance range of $110 billion to $116 billion, and a little shy of Wall Street’s consensus of $115.4 billion. Earnings were $15.12 a share, ahead of analysts’ $12.28 per share forecast. Operating income was $7.7 billion, toward the top of the company’s projected range of $4.5 billion to $8 billion, and just below the Wall Street consensus of $7.8 billion.</p>\n<p>Revenue from online stores was $53.2 billion, up 16% from a year ago, or 13% adjusted for&nbsp;currency, well shy of the Street consensus forecast of $57.3 billion. That was below the 41% growth in the March quarter and 49% growth a year ago.</p>\n<p>Amazon chief financial officer Brian Olsavsky said on a call with analysts that since May the company’s growth—aside from Prime Day—dropped into the mid-teens, from recent growth in the 35% ro 40% range, and 44% growth in the March quarter. The company sees growth for the September quarter int he 10% to 16% range.</p>\n<p>Olsavsky pointed to wider availability of vaccines and consumers leaving the house more as factors in the slowdown, in addition to tough comparisons with a year ago.</p>\n<p>Olsavsky added that the company expects a “pattern of difficult comps” to continue for the next few quarters until the company laps the pandemic period.</p>\n<p>Third-party services revenue was $25.1 billion, up 38%, or 34% adjusted for currency, above the consensus forecast at $24.8 billion. But that was nonetheless a slowdown from 60% in the March quarter and 53% a year ago.</p>\n<p>Amazon Web Services, the company’s cloud business, had revenue of $14.8 billion, up 37%, and well ahead of the Street estimate at $14.3 billion, accelerating from 32% growth in March and 29% growth a year ago.</p>\n<p>“Other” revenue, mostly advertising, was $7.9 billion, up 87%, or 83% on a currency adjusted basis, well ahead of consensus at $7 billion, and consistent with recent strong advertising data from&nbsp;Facebook,Alphabet and other ad-driven businesses. Physical store revenue was $4.2 billion, up 11%, topping the Street view at $3.9 billion.</p>\n<p>North American sales growth, excluding foreign exchange effects, slowed to 21% in the quarter, down from 39% in March and 44% a year ago. Operating margin in North America was 4.7%, down from 5.4% in March, though up from 3.9% a year ago. International sales were up 26%, down from 50% in the March quarter, and 41% in the year earlier quarter.</p>\n<p>For the September quarter, Amazon is projecting sales of $106 billion to $112 billion, shy of the Street consensus at $118.6 billion, with operating income ranging from $2.5 billion to $6 billion, versus $6.2 billion a year ago. The company said guidance assumes about $1 billion in costs related to Covid-19.</p>\n<p>Amazon shares are down 7.1% in late trading. The stock is up 11% in 2021 , trailing the&nbsp;S&amp;P 500‘s 18% gain.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Amazon shares tumbled 7% in premarket trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAmazon shares tumbled 7% in premarket trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-07-30 16:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Amazon shares tumbled 7% in premarket trading&nbsp;after the e-commerce and cloud computing giant reported mixed results for the June quarter, with better-than-expected profits but sales that fell shy of Wall Street estimates.</p>\n<p><img src=\"https://static.tigerbbs.com/434293bc919a491da3374600aafc4b38\" tg-width=\"881\" tg-height=\"642\" width=\"100%\" height=\"auto\"></p>\n<p>The miss reflects a shortfall in Amazon’s e-commerce business, which suffered a sharp deceleration from recent growth trends. The e-commerce slowdown was partially offset by better-than-expected results in the company’s cloud computing, advertising, and third-party seller segments.</p>\n<p>For the quarter, Amazon (ticker: AMZN) posted sales of $113.1 billion, up 27% from a year ago, or 24% when adjusted for currency, right in the middle of the company’s guidance range of $110 billion to $116 billion, and a little shy of Wall Street’s consensus of $115.4 billion. Earnings were $15.12 a share, ahead of analysts’ $12.28 per share forecast. Operating income was $7.7 billion, toward the top of the company’s projected range of $4.5 billion to $8 billion, and just below the Wall Street consensus of $7.8 billion.</p>\n<p>Revenue from online stores was $53.2 billion, up 16% from a year ago, or 13% adjusted for&nbsp;currency, well shy of the Street consensus forecast of $57.3 billion. That was below the 41% growth in the March quarter and 49% growth a year ago.</p>\n<p>Amazon chief financial officer Brian Olsavsky said on a call with analysts that since May the company’s growth—aside from Prime Day—dropped into the mid-teens, from recent growth in the 35% ro 40% range, and 44% growth in the March quarter. The company sees growth for the September quarter int he 10% to 16% range.</p>\n<p>Olsavsky pointed to wider availability of vaccines and consumers leaving the house more as factors in the slowdown, in addition to tough comparisons with a year ago.</p>\n<p>Olsavsky added that the company expects a “pattern of difficult comps” to continue for the next few quarters until the company laps the pandemic period.</p>\n<p>Third-party services revenue was $25.1 billion, up 38%, or 34% adjusted for currency, above the consensus forecast at $24.8 billion. But that was nonetheless a slowdown from 60% in the March quarter and 53% a year ago.</p>\n<p>Amazon Web Services, the company’s cloud business, had revenue of $14.8 billion, up 37%, and well ahead of the Street estimate at $14.3 billion, accelerating from 32% growth in March and 29% growth a year ago.</p>\n<p>“Other” revenue, mostly advertising, was $7.9 billion, up 87%, or 83% on a currency adjusted basis, well ahead of consensus at $7 billion, and consistent with recent strong advertising data from&nbsp;Facebook,Alphabet and other ad-driven businesses. Physical store revenue was $4.2 billion, up 11%, topping the Street view at $3.9 billion.</p>\n<p>North American sales growth, excluding foreign exchange effects, slowed to 21% in the quarter, down from 39% in March and 44% a year ago. Operating margin in North America was 4.7%, down from 5.4% in March, though up from 3.9% a year ago. International sales were up 26%, down from 50% in the March quarter, and 41% in the year earlier quarter.</p>\n<p>For the September quarter, Amazon is projecting sales of $106 billion to $112 billion, shy of the Street consensus at $118.6 billion, with operating income ranging from $2.5 billion to $6 billion, versus $6.2 billion a year ago. The company said guidance assumes about $1 billion in costs related to Covid-19.</p>\n<p>Amazon shares are down 7.1% in late trading. The stock is up 11% in 2021 , trailing the&nbsp;S&amp;P 500‘s 18% gain.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114963045","content_text":"Amazon shares tumbled 7% in premarket trading after the e-commerce and cloud computing giant reported mixed results for the June quarter, with better-than-expected profits but sales that fell shy of Wall Street estimates.\n\nThe miss reflects a shortfall in Amazon’s e-commerce business, which suffered a sharp deceleration from recent growth trends. The e-commerce slowdown was partially offset by better-than-expected results in the company’s cloud computing, advertising, and third-party seller segments.\nFor the quarter, Amazon (ticker: AMZN) posted sales of $113.1 billion, up 27% from a year ago, or 24% when adjusted for currency, right in the middle of the company’s guidance range of $110 billion to $116 billion, and a little shy of Wall Street’s consensus of $115.4 billion. Earnings were $15.12 a share, ahead of analysts’ $12.28 per share forecast. Operating income was $7.7 billion, toward the top of the company’s projected range of $4.5 billion to $8 billion, and just below the Wall Street consensus of $7.8 billion.\nRevenue from online stores was $53.2 billion, up 16% from a year ago, or 13% adjusted for currency, well shy of the Street consensus forecast of $57.3 billion. That was below the 41% growth in the March quarter and 49% growth a year ago.\nAmazon chief financial officer Brian Olsavsky said on a call with analysts that since May the company’s growth—aside from Prime Day—dropped into the mid-teens, from recent growth in the 35% ro 40% range, and 44% growth in the March quarter. The company sees growth for the September quarter int he 10% to 16% range.\nOlsavsky pointed to wider availability of vaccines and consumers leaving the house more as factors in the slowdown, in addition to tough comparisons with a year ago.\nOlsavsky added that the company expects a “pattern of difficult comps” to continue for the next few quarters until the company laps the pandemic period.\nThird-party services revenue was $25.1 billion, up 38%, or 34% adjusted for currency, above the consensus forecast at $24.8 billion. But that was nonetheless a slowdown from 60% in the March quarter and 53% a year ago.\nAmazon Web Services, the company’s cloud business, had revenue of $14.8 billion, up 37%, and well ahead of the Street estimate at $14.3 billion, accelerating from 32% growth in March and 29% growth a year ago.\n“Other” revenue, mostly advertising, was $7.9 billion, up 87%, or 83% on a currency adjusted basis, well ahead of consensus at $7 billion, and consistent with recent strong advertising data from Facebook,Alphabet and other ad-driven businesses. Physical store revenue was $4.2 billion, up 11%, topping the Street view at $3.9 billion.\nNorth American sales growth, excluding foreign exchange effects, slowed to 21% in the quarter, down from 39% in March and 44% a year ago. Operating margin in North America was 4.7%, down from 5.4% in March, though up from 3.9% a year ago. International sales were up 26%, down from 50% in the March quarter, and 41% in the year earlier quarter.\nFor the September quarter, Amazon is projecting sales of $106 billion to $112 billion, shy of the Street consensus at $118.6 billion, with operating income ranging from $2.5 billion to $6 billion, versus $6.2 billion a year ago. The company said guidance assumes about $1 billion in costs related to Covid-19.\nAmazon shares are down 7.1% in late trading. The stock is up 11% in 2021 , trailing the S&P 500‘s 18% gain.","news_type":1},"isVote":1,"tweetType":1,"viewCount":348,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":806385322,"gmtCreate":1627632940066,"gmtModify":1703493756753,"author":{"id":"3582550643152901","authorId":"3582550643152901","name":"Klyy","avatar":"https://static.tigerbbs.com/33ea9606913f634a1d83024cbc093cc7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Great!","listText":"Great!","text":"Great!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/806385322","repostId":"1196132618","repostType":4,"repost":{"id":"1196132618","pubTimestamp":1627632825,"share":"https://www.laohu8.com/m/news/1196132618?lang=&edition=full","pubTime":"2021-07-30 16:13","market":"us","language":"en","title":"The $1.2 Trillion Infrastructure Bill Could Lift These Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1196132618","media":"Barrons","summary":"A $1.2 trillion infrastructure package is inching closer to the finish line now that the Senate has ","content":"<p>A $1.2 trillion infrastructure package is inching closer to the finish line now that the Senate has voted to begin debating the measure.</p>\n<p>Analysts expect the Senate to pass a bill with bipartisan support next week. The House may then take up the measure.</p>\n<p>The bill includes $550 billion in new spending, on top of existing programs. Highlights include $73 billion for clean-energy transmission, $110 billion for roads and bridges, and $7.5 billion for electric-vehicle charging stations. Money would also be doled out for airports, water projects, broadband internet, and initiatives to combat climate-change.</p>\n<p>Passage of a bill still faces steep political hurdles.</p>\n<p>While Senate Minority Leader Mitch McConnell (R-Kentucky) has indicated his support, the bill could be held up by Democract demands in the House to pass a $3.5 trillion budget reconciliation bill first. That won’t be easy, especially if Democrats hope to enlist Republican Senators for $1.2 trillion in infrastructure, conditioned on passing a reconciliation bill first.</p>\n<p>Still, if a bill does keep moving forward, Wall Street analysts are likely to raise revenue estimates for 2022 and beyond, anticipating a steady trickle of money from federal, state, and local governments as projects win approval.</p>\n<p>So how to play it? Four companies that stand to benefit are&nbsp;Jacobs Engineering Group(ticker: J),Hubbell(HUBB),Insteel Industries(IIIN), and&nbsp;Union Pacific(UNP), according to Andrew Little, research analyst at exchange-traded-fund sponsor Global X.</p>\n<p>Jacobs is a construction company and the lead engineer on several major projects now underway, including a $1.2 billion reconstruction of the I-270 Corridor in Denver, he notes. Jacobs is also involved in renewable-energy projects and builds data centers.</p>\n<p>Hubbell manufactures electrical equipment for industrial clients, including products to improve building energy efficiency and power transmission, helping create “smart grids.”</p>\n<p>Insteel manufactures steel wiring used in construction projects and water utilities, including reinforcement of piping and irrigation projects.</p>\n<p>Union Pacific runs one of the largest freight-rail networks in the U.S., operating in 23 western states, and would benefit from increased volume of raw materials and industrial goods.</p>\n<p>Investors may be paying a steep premium for these stocks, though.</p>\n<p>Jacobs is up 26% this year and trades at 19 times next-12-month earnings, a 19% premium to its five-year average price/earnings multiple. If there’s upside, however, it could be in infrastructure—Jacobs’ “people and places” business generates $7 billion in annual revenue through modernizing public and private projects, partly to meet higher environmental standards, the company said on a recent earnings call.</p>\n<p>Hubbell is up 27% this year and goes for 21 times earnings, against a five-year P/E average of 18. The company would benefit from increased spending on renewable-energy infrastructure, including solar and wind components.</p>\n<p>Insteel has gained 75% this year, though it still trades at a modest 13 times earnings. The company is facing supply constraints and logistics issues, though an infrastructure bill would be a benefit, Insteel recently told analysts.</p>\n<p>Union Pacific stock is only up 5% this year and trades at 20 times earnings, above its five year P/E average of 19.</p>\n<p>Freight volume has been depressed due to supply-chain disruptions, a shortage of semiconductors, and backlogs of goods waiting to be unloaded at U.S. ports.</p>\n<p>But the railroad is expecting raw materials volume to remain robust as the economy gains momentum. And Union hiked its annual dividend in May by 10% to $1.07 a share, giving it a 2% annualized yield.</p>\n<p>Other infrastructure favorites include aggregates companies&nbsp;Vulcan Materials(VMC) and&nbsp;Martin Marietta Materials(MLM), and industrial-machinery giants&nbsp;Deere(DE) and&nbsp;Caterpillar(CAT). In broadband, cell-tower companies such as&nbsp;American Tower REIT(AMT),SBA Communications(SBAC), and&nbsp;Crown Castle International(CCI) could benefit.</p>\n<p>Investors can also gain exposure to the theme through an ETF. Top performers in clean tech this year include&nbsp;First Trust Nasdaq Clean Edge Smart GRID Infrastructure Index(GRID),Invesco MSCI Sustainable Future(ERTH), and&nbsp;First Trust Global Wind Energy(FAN).</p>\n<p>As<i>Barron’s</i>&nbsp;has&nbsp;noted, electric-vehicle-charger component providers, including&nbsp;Amphenol&nbsp;(APH),TE Connectivity&nbsp;(TEL), and&nbsp;Sensata Technologies Holding&nbsp;(ST), could also be winners.</p>\n<p>The&nbsp;iShares U.S. Infrastructure&nbsp;ETF (IFRA) includes a big slug of utilities at 44% of its asset base. The ETF has done well this year, gaining 20% against a 17% return for the S&amp;P 500.</p>\n<p>There could be more gains ahead if the infrastructure train finally leaves Union Station in Washington.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The $1.2 Trillion Infrastructure Bill Could Lift These Stocks</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 $1.2 Trillion Infrastructure Bill Could Lift These Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-30 16:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/infrastructure-bill-could-lift-these-stocks-51627593447?mod=hp_LATEST><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A $1.2 trillion infrastructure package is inching closer to the finish line now that the Senate has voted to begin debating the measure.\nAnalysts expect the Senate to pass a bill with bipartisan ...</p>\n\n<a href=\"https://www.barrons.com/articles/infrastructure-bill-could-lift-these-stocks-51627593447?mod=hp_LATEST\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.barrons.com/articles/infrastructure-bill-could-lift-these-stocks-51627593447?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196132618","content_text":"A $1.2 trillion infrastructure package is inching closer to the finish line now that the Senate has voted to begin debating the measure.\nAnalysts expect the Senate to pass a bill with bipartisan support next week. The House may then take up the measure.\nThe bill includes $550 billion in new spending, on top of existing programs. Highlights include $73 billion for clean-energy transmission, $110 billion for roads and bridges, and $7.5 billion for electric-vehicle charging stations. Money would also be doled out for airports, water projects, broadband internet, and initiatives to combat climate-change.\nPassage of a bill still faces steep political hurdles.\nWhile Senate Minority Leader Mitch McConnell (R-Kentucky) has indicated his support, the bill could be held up by Democract demands in the House to pass a $3.5 trillion budget reconciliation bill first. That won’t be easy, especially if Democrats hope to enlist Republican Senators for $1.2 trillion in infrastructure, conditioned on passing a reconciliation bill first.\nStill, if a bill does keep moving forward, Wall Street analysts are likely to raise revenue estimates for 2022 and beyond, anticipating a steady trickle of money from federal, state, and local governments as projects win approval.\nSo how to play it? Four companies that stand to benefit are Jacobs Engineering Group(ticker: J),Hubbell(HUBB),Insteel Industries(IIIN), and Union Pacific(UNP), according to Andrew Little, research analyst at exchange-traded-fund sponsor Global X.\nJacobs is a construction company and the lead engineer on several major projects now underway, including a $1.2 billion reconstruction of the I-270 Corridor in Denver, he notes. Jacobs is also involved in renewable-energy projects and builds data centers.\nHubbell manufactures electrical equipment for industrial clients, including products to improve building energy efficiency and power transmission, helping create “smart grids.”\nInsteel manufactures steel wiring used in construction projects and water utilities, including reinforcement of piping and irrigation projects.\nUnion Pacific runs one of the largest freight-rail networks in the U.S., operating in 23 western states, and would benefit from increased volume of raw materials and industrial goods.\nInvestors may be paying a steep premium for these stocks, though.\nJacobs is up 26% this year and trades at 19 times next-12-month earnings, a 19% premium to its five-year average price/earnings multiple. If there’s upside, however, it could be in infrastructure—Jacobs’ “people and places” business generates $7 billion in annual revenue through modernizing public and private projects, partly to meet higher environmental standards, the company said on a recent earnings call.\nHubbell is up 27% this year and goes for 21 times earnings, against a five-year P/E average of 18. The company would benefit from increased spending on renewable-energy infrastructure, including solar and wind components.\nInsteel has gained 75% this year, though it still trades at a modest 13 times earnings. The company is facing supply constraints and logistics issues, though an infrastructure bill would be a benefit, Insteel recently told analysts.\nUnion Pacific stock is only up 5% this year and trades at 20 times earnings, above its five year P/E average of 19.\nFreight volume has been depressed due to supply-chain disruptions, a shortage of semiconductors, and backlogs of goods waiting to be unloaded at U.S. ports.\nBut the railroad is expecting raw materials volume to remain robust as the economy gains momentum. And Union hiked its annual dividend in May by 10% to $1.07 a share, giving it a 2% annualized yield.\nOther infrastructure favorites include aggregates companies Vulcan Materials(VMC) and Martin Marietta Materials(MLM), and industrial-machinery giants Deere(DE) and Caterpillar(CAT). In broadband, cell-tower companies such as American Tower REIT(AMT),SBA Communications(SBAC), and Crown Castle International(CCI) could benefit.\nInvestors can also gain exposure to the theme through an ETF. Top performers in clean tech this year include First Trust Nasdaq Clean Edge Smart GRID Infrastructure Index(GRID),Invesco MSCI Sustainable Future(ERTH), and First Trust Global Wind Energy(FAN).\nAsBarron’s has noted, electric-vehicle-charger component providers, including Amphenol (APH),TE Connectivity (TEL), and Sensata Technologies Holding (ST), could also be winners.\nThe iShares U.S. Infrastructure ETF (IFRA) includes a big slug of utilities at 44% of its asset base. The ETF has done well this year, gaining 20% against a 17% return for the S&P 500.\nThere could be more gains ahead if the infrastructure train finally leaves Union Station in Washington.","news_type":1},"isVote":1,"tweetType":1,"viewCount":422,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":803692297,"gmtCreate":1627434855419,"gmtModify":1703489850492,"author":{"id":"3582550643152901","authorId":"3582550643152901","name":"Klyy","avatar":"https://static.tigerbbs.com/33ea9606913f634a1d83024cbc093cc7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/803692297","repostId":"2154991792","repostType":4,"repost":{"id":"2154991792","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":1627428087,"share":"https://www.laohu8.com/m/news/2154991792?lang=&edition=full","pubTime":"2021-07-28 07:21","market":"us","language":"en","title":"Wall St snaps five-day up streak as caution rises before tech earnings, Fed","url":"https://stock-news.laohu8.com/highlight/detail?id=2154991792","media":"Reuters","summary":"NEW YORK, July 27 (Reuters) - U.S. stocks fell on Tuesday, ending a five-day winning streak in the t","content":"<p>NEW YORK, July 27 (Reuters) - U.S. stocks fell on Tuesday, ending a five-day winning streak in the three major indexes, as investors were cautious before results from top tech and internet names and Wednesday's Federal Reserve announcement.</p>\n<p>The Nasdaq led the day's declines, registering its biggest daily percentage drop since May 12, but the three indexes pared losses heading into the close and ended well off the lows of the session.</p>\n<p>Shares of Apple Inc, Microsoft Corp&nbsp;and Google parent Alphabet Inc , which all reported earnings after the bell, dropped and weighed the most on the Nasdaq and S&amp;P 500 along with Amazon.com Inc , which is expected to report results later this week.</p>\n<p>Also, electric-car maker Tesla Inc fell 2%, a day after it posted a bigger-than-expected second-quarter profit but said a global chip shortage that led to temporary factory shutdowns for the automaker remains serious.</p>\n<p>Shares of the heavily weighted tech and internet companies have run up recently and last week regained leadership in the market, putting their results even more in the spotlight.</p>\n<p>\"Expectations are so high. They're going to have good numbers ... but we are expecting much more or maybe they will talk down the second half of the year,\" said Paul Nolte, portfolio manager at Kingsview Investment Management in Chicago.</p>\n<p>Adding to the cautious tone is the outlook for U.S.-listed Chinese stocks, he said. The shares including Baidu extended losses as fears over more regulations in the mainland persisted.</p>\n<p>\"There's a fair amount of (U.S.) investors in those companies,\" Nolte said.</p>\n<p>Uncertainty also rose as the Fed began its two-day meeting, with investors looking for signs on when it intends to begin reining in its massive stimulus program.</p>\n<p>The Dow Jones Industrial Average&nbsp;fell 85.79 points, or 0.24%, to 35,058.52, the S&amp;P 500&nbsp;lost 20.84 points, or 0.47%, to 4,401.46 and the Nasdaq Composite &nbsp;dropped 180.14 points, or 1.21%, to 14,660.58.</p>\n<p>Helping to support the Dow, shares of McDonald's Corp&nbsp;rose 1% ahead of its results due before the bell on Wednesday.</p>\n<p>In another sign that investors were in a risk-off mood, defensive sectors such as real estate&nbsp;and utilities&nbsp;were the two best-performing S&amp;P 500 categories for the day, and U.S. Treasuries prices rose.</p>\n<p>Intel Corp&nbsp;shares dropped 2.1% after it said its factories would start building Qualcomm chips and laid out a road map to expand its new foundry business.</p>\n<p>Volume on U.S. exchanges was 10.36 billion shares, compared with the 9.86 billion average for the full session over the last 20 trading days.</p>\n<p>Declining issues outnumbered advancing ones on the NYSE by a 1.87-to-1 ratio; on Nasdaq, a 2.65-to-1 ratio favored decliners.</p>\n<p>The S&amp;P 500 posted 44 new 52-week highs and no new lows; the Nasdaq Composite recorded 39 new highs and 235 new lows.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall St snaps five-day up streak as caution rises before tech earnings, Fed</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\">\nWall St snaps five-day up streak as caution rises before tech earnings, Fed\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-07-28 07:21</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>NEW YORK, July 27 (Reuters) - U.S. stocks fell on Tuesday, ending a five-day winning streak in the three major indexes, as investors were cautious before results from top tech and internet names and Wednesday's Federal Reserve announcement.</p>\n<p>The Nasdaq led the day's declines, registering its biggest daily percentage drop since May 12, but the three indexes pared losses heading into the close and ended well off the lows of the session.</p>\n<p>Shares of Apple Inc, Microsoft Corp&nbsp;and Google parent Alphabet Inc , which all reported earnings after the bell, dropped and weighed the most on the Nasdaq and S&amp;P 500 along with Amazon.com Inc , which is expected to report results later this week.</p>\n<p>Also, electric-car maker Tesla Inc fell 2%, a day after it posted a bigger-than-expected second-quarter profit but said a global chip shortage that led to temporary factory shutdowns for the automaker remains serious.</p>\n<p>Shares of the heavily weighted tech and internet companies have run up recently and last week regained leadership in the market, putting their results even more in the spotlight.</p>\n<p>\"Expectations are so high. They're going to have good numbers ... but we are expecting much more or maybe they will talk down the second half of the year,\" said Paul Nolte, portfolio manager at Kingsview Investment Management in Chicago.</p>\n<p>Adding to the cautious tone is the outlook for U.S.-listed Chinese stocks, he said. The shares including Baidu extended losses as fears over more regulations in the mainland persisted.</p>\n<p>\"There's a fair amount of (U.S.) investors in those companies,\" Nolte said.</p>\n<p>Uncertainty also rose as the Fed began its two-day meeting, with investors looking for signs on when it intends to begin reining in its massive stimulus program.</p>\n<p>The Dow Jones Industrial Average&nbsp;fell 85.79 points, or 0.24%, to 35,058.52, the S&amp;P 500&nbsp;lost 20.84 points, or 0.47%, to 4,401.46 and the Nasdaq Composite &nbsp;dropped 180.14 points, or 1.21%, to 14,660.58.</p>\n<p>Helping to support the Dow, shares of McDonald's Corp&nbsp;rose 1% ahead of its results due before the bell on Wednesday.</p>\n<p>In another sign that investors were in a risk-off mood, defensive sectors such as real estate&nbsp;and utilities&nbsp;were the two best-performing S&amp;P 500 categories for the day, and U.S. Treasuries prices rose.</p>\n<p>Intel Corp&nbsp;shares dropped 2.1% after it said its factories would start building Qualcomm chips and laid out a road map to expand its new foundry business.</p>\n<p>Volume on U.S. exchanges was 10.36 billion shares, compared with the 9.86 billion average for the full session over the last 20 trading days.</p>\n<p>Declining issues outnumbered advancing ones on the NYSE by a 1.87-to-1 ratio; on Nasdaq, a 2.65-to-1 ratio favored decliners.</p>\n<p>The S&amp;P 500 posted 44 new 52-week highs and no new lows; the Nasdaq Composite recorded 39 new highs and 235 new lows.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2154991792","content_text":"NEW YORK, July 27 (Reuters) - U.S. stocks fell on Tuesday, ending a five-day winning streak in the three major indexes, as investors were cautious before results from top tech and internet names and Wednesday's Federal Reserve announcement.\nThe Nasdaq led the day's declines, registering its biggest daily percentage drop since May 12, but the three indexes pared losses heading into the close and ended well off the lows of the session.\nShares of Apple Inc, Microsoft Corp and Google parent Alphabet Inc , which all reported earnings after the bell, dropped and weighed the most on the Nasdaq and S&P 500 along with Amazon.com Inc , which is expected to report results later this week.\nAlso, electric-car maker Tesla Inc fell 2%, a day after it posted a bigger-than-expected second-quarter profit but said a global chip shortage that led to temporary factory shutdowns for the automaker remains serious.\nShares of the heavily weighted tech and internet companies have run up recently and last week regained leadership in the market, putting their results even more in the spotlight.\n\"Expectations are so high. They're going to have good numbers ... but we are expecting much more or maybe they will talk down the second half of the year,\" said Paul Nolte, portfolio manager at Kingsview Investment Management in Chicago.\nAdding to the cautious tone is the outlook for U.S.-listed Chinese stocks, he said. The shares including Baidu extended losses as fears over more regulations in the mainland persisted.\n\"There's a fair amount of (U.S.) investors in those companies,\" Nolte said.\nUncertainty also rose as the Fed began its two-day meeting, with investors looking for signs on when it intends to begin reining in its massive stimulus program.\nThe Dow Jones Industrial Average fell 85.79 points, or 0.24%, to 35,058.52, the S&P 500 lost 20.84 points, or 0.47%, to 4,401.46 and the Nasdaq Composite  dropped 180.14 points, or 1.21%, to 14,660.58.\nHelping to support the Dow, shares of McDonald's Corp rose 1% ahead of its results due before the bell on Wednesday.\nIn another sign that investors were in a risk-off mood, defensive sectors such as real estate and utilities were the two best-performing S&P 500 categories for the day, and U.S. Treasuries prices rose.\nIntel Corp shares dropped 2.1% after it said its factories would start building Qualcomm chips and laid out a road map to expand its new foundry business.\nVolume on U.S. exchanges was 10.36 billion shares, compared with the 9.86 billion average for the full session over the last 20 trading days.\nDeclining issues outnumbered advancing ones on the NYSE by a 1.87-to-1 ratio; on Nasdaq, a 2.65-to-1 ratio favored decliners.\nThe S&P 500 posted 44 new 52-week highs and no new lows; the Nasdaq Composite recorded 39 new highs and 235 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":184,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":803692976,"gmtCreate":1627434832695,"gmtModify":1703489849672,"author":{"id":"3582550643152901","authorId":"3582550643152901","name":"Klyy","avatar":"https://static.tigerbbs.com/33ea9606913f634a1d83024cbc093cc7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":".","listText":".","text":".","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/803692976","repostId":"2154991792","repostType":4,"isVote":1,"tweetType":1,"viewCount":308,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":893023744,"gmtCreate":1628222543988,"gmtModify":1703503466571,"author":{"id":"3582550643152901","authorId":"3582550643152901","name":"Klyy","avatar":"https://static.tigerbbs.com/33ea9606913f634a1d83024cbc093cc7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Please like! Thank you","listText":"Please like! Thank you","text":"Please like! Thank you","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/893023744","repostId":"1186157835","repostType":4,"repost":{"id":"1186157835","pubTimestamp":1628215894,"share":"https://www.laohu8.com/m/news/1186157835?lang=&edition=full","pubTime":"2021-08-06 10:11","market":"us","language":"en","title":"Visa: Slowing Growth Rate, We May Need More","url":"https://stock-news.laohu8.com/highlight/detail?id=1186157835","media":"seekingalpha","summary":"Summary\n\nVisa has been superb at delivering value and growth for investors and customers for the pas","content":"<p><b>Summary</b></p>\n<ul>\n <li>Visa has been superb at delivering value and growth for investors and customers for the past decade and more, with more and more of our everyday financial transactions moving digital.</li>\n <li>However, growth rate is inevitably going to slow down and I believe the company should be hiking their dividend to entice investors to stay on the gravy train.</li>\n <li>I remain bullish on the company's prospects even as I believe we need to see more.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1398f95e9598dac1a92ba228f0a0cd0c\" tg-width=\"768\" tg-height=\"512\" width=\"100%\" height=\"auto\"><span>miniseries/E+ via Getty Images</span></p>\n<p>Visa (V) has been the ultimate success story of wealth accumulation. Even as they don't pay a high dividend yield, the transition from debit and account balance style of financing over to digital and credit (or simply debt) has been a major boon for the company's top and bottom lines. As a result, and together with a sizable multi-billion dollar share repurchasing program, delivered a CAGR return of over 27.5% over the past decade.</p>\n<p>Now, as expected, this debit-to-debt transition rate is slowing as most of the developed world has already shifted to paperless, contactless and debit-less financial situations and this is seen by analyst forecasts slowing growth rates from 27% to 15% over the next 5 years. Although I do believe that the company is likely to beat these expectations by a handsome margin, it's still slightly concerning for the longer-run return prospects.</p>\n<p>Although we can have the dividend vs buyback debate all day every day, I think that there should be some consideration to a dividend hike as they currently only pay a 0.5% annual dividend yield which does not entice investors given the slowing growth rate for the longer run.</p>\n<p><b>Accumulating Growth &amp; Returning Value</b></p>\n<p>Visa has seen one of the steadiest share price appreciation environments in the entire stocks market and it has done so on behalf of the transition from debit to credit in almost all of the elements in our lives. We use credit for our day-to-day lives as well as buying vehicles, housing, eating out and all of those high-growth segments which are seeing huge jumps as our priorities shift as a nation. The levels of debt that the average American and global consumer is taking on is concerning on a societal level, but as it's not expected to change any time soon, the company is set to benefit from this steady stream of income with sky-high margins due to almost insignificant upkeep expenses.</p>\n<p>Another positive factor is&nbsp;the company's use of share repurchasing&nbsp;to increase their value per share. Over the past decade, the company has bought back roughly $8 billion worth of its own stock every year and has a new authorization which gives it the ability to buy back as much as $11 billion of its own stock in 2021 alone. So far, they've repurchased almost $4 billion of their stock in 2021 and are expected to accelerate this repurchasing as the year progresses as they've stepped it down during the post-pandemic months. The company used the pandemic sell-off to purchase almost $5 billion worth of stock in the first several months of 2020.</p>\n<p>Even so, this is only a roughly 2.2% reduction in shares outstanding annually. There surely is a large percentage of investors who would likely prefer the company provide a higher dividend yield, which could create better value. Since the company has such a sky-high gross margin, which is only expected to increase as they integrate third-party services and see higher overall credit spending, they can certainly sustain a higher dividend yield and maintain some amount of share repurchases.</p>\n<p><b>There's One More Thing</b></p>\n<p>One thing that is slightly concerning to me is&nbsp;the company's debt position. They've held off from taking on any long-term debt for decades but in recent years has accumulated just under $20 billion in long-term debt. As a result, they've been&nbsp;paying over $530 million annually in interest expense. The danger here is that we're in a rising rate environment and although other parts of their business will gain from this, there's the potential for them to see as much as $1 billion annually disappear from their balance sheets if they continue to hold some of this debt for the next few years.</p>\n<p>The positive spin on this is that the company does currently hold their highest ever cash position with just over $18 billion in cash and equivalents as well as another $1.2 billion in short-term investments. Moreover, although they've been investing less money and returning less interest income, they have been retiring the high-yield debt ahead of schedule and as a result, interest expense has been on the decline. It's unclear what the company's priorities will be moving forward but I do expect more of this to continue. They do have the potential to pay back most of the non-fixed-rate debt if they can't find a higher ROI (return on investment) to use the cash.</p>\n<p><b>Slowing Growth Rate: Why We're All Here</b></p>\n<p>The reason I talk about the demand for a higher yield as well as various debt and cash positions is because, naturally, sales and income growth rates are expected to slow after decades of accelerating growth due to the debit-to-debt transition.</p>\n<p>The company has shown a CAGR of over 27.5% over the past 10 years and now analysts expect the company to report a, still high, but slowing rate. For the next 5 years,they currently expect a CAGR of 13.9% to EPS, significantly less than the past 5 years. Here are the figures for 2020 through 2025:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9b41c1540a1a9a1f8b55455396430ced\" tg-width=\"906\" tg-height=\"214\" width=\"100%\" height=\"auto\"><span>(Source: Analyst projections,Seeking Alpha)</span></p>\n<table>\n <tbody>\n  <tr></tr>\n </tbody>\n</table>\n<p>Even as the company has beaten expectations for most of the past decade quarterly reporting, it's unclear if this will continue as analysts project that the company's margins will improve significantly over the next few years, as evident by sales growth expectations. This doesn't make much sense to me as more competitive pressures and third-party services like cashback, advertising revenue sharing services and more will start eating at the company's sky-high margins over the next several years.</p>\n<p>For sales, analysts currently expect Visa to report a sales CAGR of 10.3% throughout the same timeframe as I mentioned earlier for EPS projections. This means that the company will increase margins as they expect EPS to grow at a higher, near 14% growth rate over the same period.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8d2373e15699c5dac4ff966da4235f97\" tg-width=\"905\" tg-height=\"214\" width=\"100%\" height=\"auto\"><span>(Source: Analyst projections,Seeking Alpha)</span></p>\n<table>\n <tbody>\n  <tr></tr>\n </tbody>\n</table>\n<p>I continue to believe that the company may beat sales expectations as we see stronger transition figures but I do not believe we'll be seeing much EPS beats if they continue to guide for margin expansion. The transitions within these industries away from high-interest products to still-high-but-lower interest products are almost certain to put a small but significant damper on margin growth.</p>\n<p><b>Investment Conclusion</b></p>\n<p>Visa has a bright future ahead and with the roughly 15% expected EPS growth rate and the additional 2.2% buyback rate, it is nearly certain to beat the overall market return rate, which has historically been just over 10%. Even so, the company growth rate is inevitably slowing, and with rising competitive pressure and third party services expenses, I believe there needs to be more to entice long term yield investors who may not be all that optimistic about the company's ability to continue and beat the market without being paid to wait.</p>\n<p>The company has more than enough cash to increase its dividend yield to over 2% while continuing the same level of share repurchasing. Investing that cash has been good for the company but has not brought even close to the same level of return that hiking dividend or increasing buyback will do.</p>\n<p>I remain bullish on the company's long-term prospects but am waiting to see some more of a focus on shareholder value before adding to a position.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Visa: Slowing Growth Rate, We May Need More</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\">\nVisa: Slowing Growth Rate, We May Need More\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-06 10:11 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4445698-visa-slowing-growth-rate-we-may-need-more><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nVisa has been superb at delivering value and growth for investors and customers for the past decade and more, with more and more of our everyday financial transactions moving digital.\nHowever...</p>\n\n<a href=\"https://seekingalpha.com/article/4445698-visa-slowing-growth-rate-we-may-need-more\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"V":"Visa"},"source_url":"https://seekingalpha.com/article/4445698-visa-slowing-growth-rate-we-may-need-more","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186157835","content_text":"Summary\n\nVisa has been superb at delivering value and growth for investors and customers for the past decade and more, with more and more of our everyday financial transactions moving digital.\nHowever, growth rate is inevitably going to slow down and I believe the company should be hiking their dividend to entice investors to stay on the gravy train.\nI remain bullish on the company's prospects even as I believe we need to see more.\n\nminiseries/E+ via Getty Images\nVisa (V) has been the ultimate success story of wealth accumulation. Even as they don't pay a high dividend yield, the transition from debit and account balance style of financing over to digital and credit (or simply debt) has been a major boon for the company's top and bottom lines. As a result, and together with a sizable multi-billion dollar share repurchasing program, delivered a CAGR return of over 27.5% over the past decade.\nNow, as expected, this debit-to-debt transition rate is slowing as most of the developed world has already shifted to paperless, contactless and debit-less financial situations and this is seen by analyst forecasts slowing growth rates from 27% to 15% over the next 5 years. Although I do believe that the company is likely to beat these expectations by a handsome margin, it's still slightly concerning for the longer-run return prospects.\nAlthough we can have the dividend vs buyback debate all day every day, I think that there should be some consideration to a dividend hike as they currently only pay a 0.5% annual dividend yield which does not entice investors given the slowing growth rate for the longer run.\nAccumulating Growth & Returning Value\nVisa has seen one of the steadiest share price appreciation environments in the entire stocks market and it has done so on behalf of the transition from debit to credit in almost all of the elements in our lives. We use credit for our day-to-day lives as well as buying vehicles, housing, eating out and all of those high-growth segments which are seeing huge jumps as our priorities shift as a nation. The levels of debt that the average American and global consumer is taking on is concerning on a societal level, but as it's not expected to change any time soon, the company is set to benefit from this steady stream of income with sky-high margins due to almost insignificant upkeep expenses.\nAnother positive factor is the company's use of share repurchasing to increase their value per share. Over the past decade, the company has bought back roughly $8 billion worth of its own stock every year and has a new authorization which gives it the ability to buy back as much as $11 billion of its own stock in 2021 alone. So far, they've repurchased almost $4 billion of their stock in 2021 and are expected to accelerate this repurchasing as the year progresses as they've stepped it down during the post-pandemic months. The company used the pandemic sell-off to purchase almost $5 billion worth of stock in the first several months of 2020.\nEven so, this is only a roughly 2.2% reduction in shares outstanding annually. There surely is a large percentage of investors who would likely prefer the company provide a higher dividend yield, which could create better value. Since the company has such a sky-high gross margin, which is only expected to increase as they integrate third-party services and see higher overall credit spending, they can certainly sustain a higher dividend yield and maintain some amount of share repurchases.\nThere's One More Thing\nOne thing that is slightly concerning to me is the company's debt position. They've held off from taking on any long-term debt for decades but in recent years has accumulated just under $20 billion in long-term debt. As a result, they've been paying over $530 million annually in interest expense. The danger here is that we're in a rising rate environment and although other parts of their business will gain from this, there's the potential for them to see as much as $1 billion annually disappear from their balance sheets if they continue to hold some of this debt for the next few years.\nThe positive spin on this is that the company does currently hold their highest ever cash position with just over $18 billion in cash and equivalents as well as another $1.2 billion in short-term investments. Moreover, although they've been investing less money and returning less interest income, they have been retiring the high-yield debt ahead of schedule and as a result, interest expense has been on the decline. It's unclear what the company's priorities will be moving forward but I do expect more of this to continue. They do have the potential to pay back most of the non-fixed-rate debt if they can't find a higher ROI (return on investment) to use the cash.\nSlowing Growth Rate: Why We're All Here\nThe reason I talk about the demand for a higher yield as well as various debt and cash positions is because, naturally, sales and income growth rates are expected to slow after decades of accelerating growth due to the debit-to-debt transition.\nThe company has shown a CAGR of over 27.5% over the past 10 years and now analysts expect the company to report a, still high, but slowing rate. For the next 5 years,they currently expect a CAGR of 13.9% to EPS, significantly less than the past 5 years. Here are the figures for 2020 through 2025:\n(Source: Analyst projections,Seeking Alpha)\n\n\n\n\n\nEven as the company has beaten expectations for most of the past decade quarterly reporting, it's unclear if this will continue as analysts project that the company's margins will improve significantly over the next few years, as evident by sales growth expectations. This doesn't make much sense to me as more competitive pressures and third-party services like cashback, advertising revenue sharing services and more will start eating at the company's sky-high margins over the next several years.\nFor sales, analysts currently expect Visa to report a sales CAGR of 10.3% throughout the same timeframe as I mentioned earlier for EPS projections. This means that the company will increase margins as they expect EPS to grow at a higher, near 14% growth rate over the same period.\n(Source: Analyst projections,Seeking Alpha)\n\n\n\n\n\nI continue to believe that the company may beat sales expectations as we see stronger transition figures but I do not believe we'll be seeing much EPS beats if they continue to guide for margin expansion. The transitions within these industries away from high-interest products to still-high-but-lower interest products are almost certain to put a small but significant damper on margin growth.\nInvestment Conclusion\nVisa has a bright future ahead and with the roughly 15% expected EPS growth rate and the additional 2.2% buyback rate, it is nearly certain to beat the overall market return rate, which has historically been just over 10%. Even so, the company growth rate is inevitably slowing, and with rising competitive pressure and third party services expenses, I believe there needs to be more to entice long term yield investors who may not be all that optimistic about the company's ability to continue and beat the market without being paid to wait.\nThe company has more than enough cash to increase its dividend yield to over 2% while continuing the same level of share repurchasing. Investing that cash has been good for the company but has not brought even close to the same level of return that hiking dividend or increasing buyback will do.\nI remain bullish on the company's long-term prospects but am waiting to see some more of a focus on shareholder value before adding to a position.","news_type":1},"isVote":1,"tweetType":1,"viewCount":242,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807128522,"gmtCreate":1628008457266,"gmtModify":1703499617851,"author":{"id":"3582550643152901","authorId":"3582550643152901","name":"Klyy","avatar":"https://static.tigerbbs.com/33ea9606913f634a1d83024cbc093cc7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Great!","listText":"Great!","text":"Great!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/807128522","repostId":"1102455284","repostType":4,"isVote":1,"tweetType":1,"viewCount":245,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":806384391,"gmtCreate":1627632985713,"gmtModify":1703493759192,"author":{"id":"3582550643152901","authorId":"3582550643152901","name":"Klyy","avatar":"https://static.tigerbbs.com/33ea9606913f634a1d83024cbc093cc7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Oh wow","listText":"Oh wow","text":"Oh wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/806384391","repostId":"1114963045","repostType":4,"isVote":1,"tweetType":1,"viewCount":348,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807230800,"gmtCreate":1628037994300,"gmtModify":1703499972231,"author":{"id":"3582550643152901","authorId":"3582550643152901","name":"Klyy","avatar":"https://static.tigerbbs.com/33ea9606913f634a1d83024cbc093cc7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/807230800","repostId":"2156209941","repostType":4,"isVote":1,"tweetType":1,"viewCount":197,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807128949,"gmtCreate":1628008392481,"gmtModify":1703499615583,"author":{"id":"3582550643152901","authorId":"3582550643152901","name":"Klyy","avatar":"https://static.tigerbbs.com/33ea9606913f634a1d83024cbc093cc7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Yes!","listText":"Yes!","text":"Yes!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/807128949","repostId":"1171505764","repostType":4,"repost":{"id":"1171505764","pubTimestamp":1628004619,"share":"https://www.laohu8.com/m/news/1171505764?lang=&edition=full","pubTime":"2021-08-03 23:30","market":"us","language":"en","title":"Apple’s Advertising Business Is Bigger Than You Think. It Could Get Bigger Still.","url":"https://stock-news.laohu8.com/highlight/detail?id=1171505764","media":"MarketWatch","summary":"Apple’smove to kill off the Identifier for Advertisers system on the iPhone hasinfuriated Facebookand other companies that rely on the ability to track consumer behavior so they can sell targeted advertising.The decision has created the impression that Apple  is simply opposed to digital advertising. But that’s not actually the case. In fact, advertising is gradually becoming a material contributor to the company’s revenue base.In a research note Tuesday, Bernstein analystToni Sacconaghidoes a d","content":"<p>Apple’smove to kill off the Identifier for Advertisers system on the iPhone hasinfuriated Facebookand other companies that rely on the ability to track consumer behavior so they can sell targeted advertising.</p>\n<p>The decision has created the impression that Apple (ticker: AAPL) is simply opposed to digital advertising. But that’s not actually the case. In fact, advertising is gradually becoming a material contributor to the company’s revenue base.</p>\n<p>In a research note Tuesday, Bernstein analystToni Sacconaghidoes a deep dive into Apple’s ad business. While the company doesn’t talk about the business much andprovides little disclosure, Sacconaghi estimates that Apple will generate about $3 billion in ad revenue in the September 2021 fiscal year, up from about $300 million in fiscal 2017. He thinks the total could grow to the $7 billion-to-$10 billion-a-year range by fiscal 2023 or 2024, boosting growth in Apple’s services business as much as three percentage points.</p>\n<p>Sacconaghi notes that most of Apple’s ad business is centered on search ads in the App Store. He says growth drivers in the business include the June addition of search ads in China, higher ad loads, and the introduction of banner ads to the store in May. He also points out that Apple generates modest revenue today—likely under $500 million a year—from ads in the Apple News and Stocks apps.</p>\n<p>There are other opportunities—including Apple Maps and Apple TV. Sacconaghi estimates that Google generates about $4 billion in ad revenue a year from Maps, with a user base about four times the size, suggesting $1 billion a year in potential ad revenue. And he says that the streaming-device companyRoku (ROKU)provides “a helpful precedent” for how Apple can generate revenue from Apple TV hardware—where he sees another $1 billion-plus opportunity.</p>\n<p>The analyst adds that Apple could place ads on other properties—like Apple Fitness+ and Garage Band—but that the adoption of advertising in applications like Apple Mail, Apple TV+, or Apple’s home screens likely would “irk consumers and undermine Apple’s strongly avowed stance on privacy.”</p>\n<p>Meanwhile, Sacconaghi says, Apple’s position on Identifier for Advertisers, or IDFA, offers the company some competitive advantages. “While we believe that Apple’s move to eliminate IDFA was done in the spirit of advancing consumer privacy, it may ultimately provide Apple with an advertising platform that is competitively advantaged vs. peers who don’t have access to Apple’s richer APIs,” he writes.</p>\n<p>The analyst notes thatAmazon.com‘s (AMZN) ad business was similar in size to Apple’s in 2017—and now has a run rate north of $25 billion and is a substantial part of the investment thesis on the stock. “Along similar lines, a large and growing advertising business could help Apple accelerate its overall Services growth rate, which would likely be viewed positively by investors,” he concludes.</p>\n<p>Apple shares were up 0.1%, at $145.72, in recent trading. TheS&amp;P 500was down fractionally.</p>","source":"market_watch","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple’s Advertising Business Is Bigger Than You Think. It Could Get Bigger Still.</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\">\nApple’s Advertising Business Is Bigger Than You Think. It Could Get Bigger Still.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-03 23:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/articles/apples-advertising-business-is-bigger-than-you-think-it-could-get-bigger-still-51628004419?mod=mw_latestnews><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple’smove to kill off the Identifier for Advertisers system on the iPhone hasinfuriated Facebookand other companies that rely on the ability to track consumer behavior so they can sell targeted ...</p>\n\n<a href=\"https://www.marketwatch.com/articles/apples-advertising-business-is-bigger-than-you-think-it-could-get-bigger-still-51628004419?mod=mw_latestnews\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.marketwatch.com/articles/apples-advertising-business-is-bigger-than-you-think-it-could-get-bigger-still-51628004419?mod=mw_latestnews","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1171505764","content_text":"Apple’smove to kill off the Identifier for Advertisers system on the iPhone hasinfuriated Facebookand other companies that rely on the ability to track consumer behavior so they can sell targeted advertising.\nThe decision has created the impression that Apple (ticker: AAPL) is simply opposed to digital advertising. But that’s not actually the case. In fact, advertising is gradually becoming a material contributor to the company’s revenue base.\nIn a research note Tuesday, Bernstein analystToni Sacconaghidoes a deep dive into Apple’s ad business. While the company doesn’t talk about the business much andprovides little disclosure, Sacconaghi estimates that Apple will generate about $3 billion in ad revenue in the September 2021 fiscal year, up from about $300 million in fiscal 2017. He thinks the total could grow to the $7 billion-to-$10 billion-a-year range by fiscal 2023 or 2024, boosting growth in Apple’s services business as much as three percentage points.\nSacconaghi notes that most of Apple’s ad business is centered on search ads in the App Store. He says growth drivers in the business include the June addition of search ads in China, higher ad loads, and the introduction of banner ads to the store in May. He also points out that Apple generates modest revenue today—likely under $500 million a year—from ads in the Apple News and Stocks apps.\nThere are other opportunities—including Apple Maps and Apple TV. Sacconaghi estimates that Google generates about $4 billion in ad revenue a year from Maps, with a user base about four times the size, suggesting $1 billion a year in potential ad revenue. And he says that the streaming-device companyRoku (ROKU)provides “a helpful precedent” for how Apple can generate revenue from Apple TV hardware—where he sees another $1 billion-plus opportunity.\nThe analyst adds that Apple could place ads on other properties—like Apple Fitness+ and Garage Band—but that the adoption of advertising in applications like Apple Mail, Apple TV+, or Apple’s home screens likely would “irk consumers and undermine Apple’s strongly avowed stance on privacy.”\nMeanwhile, Sacconaghi says, Apple’s position on Identifier for Advertisers, or IDFA, offers the company some competitive advantages. “While we believe that Apple’s move to eliminate IDFA was done in the spirit of advancing consumer privacy, it may ultimately provide Apple with an advertising platform that is competitively advantaged vs. peers who don’t have access to Apple’s richer APIs,” he writes.\nThe analyst notes thatAmazon.com‘s (AMZN) ad business was similar in size to Apple’s in 2017—and now has a run rate north of $25 billion and is a substantial part of the investment thesis on the stock. “Along similar lines, a large and growing advertising business could help Apple accelerate its overall Services growth rate, which would likely be viewed positively by investors,” he concludes.\nApple shares were up 0.1%, at $145.72, in recent trading. TheS&P 500was down fractionally.","news_type":1},"isVote":1,"tweetType":1,"viewCount":194,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":806599380,"gmtCreate":1627663353840,"gmtModify":1703494432856,"author":{"id":"3582550643152901","authorId":"3582550643152901","name":"Klyy","avatar":"https://static.tigerbbs.com/33ea9606913f634a1d83024cbc093cc7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Great!&nbsp;","listText":"Great!&nbsp;","text":"Great!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/806599380","repostId":"2155015802","repostType":4,"isVote":1,"tweetType":1,"viewCount":422,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":806385322,"gmtCreate":1627632940066,"gmtModify":1703493756753,"author":{"id":"3582550643152901","authorId":"3582550643152901","name":"Klyy","avatar":"https://static.tigerbbs.com/33ea9606913f634a1d83024cbc093cc7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Great!","listText":"Great!","text":"Great!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/806385322","repostId":"1196132618","repostType":4,"isVote":1,"tweetType":1,"viewCount":422,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":803692297,"gmtCreate":1627434855419,"gmtModify":1703489850492,"author":{"id":"3582550643152901","authorId":"3582550643152901","name":"Klyy","avatar":"https://static.tigerbbs.com/33ea9606913f634a1d83024cbc093cc7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/803692297","repostId":"2154991792","repostType":4,"isVote":1,"tweetType":1,"viewCount":184,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}