tkltkl personal page - To The Moon

tkltkl

tkltkl

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10-30

$PDD Holdings Inc(PDD)$

10-23

$PDD Holdings Inc(PDD)$ who don't like an extra option to source for more affordable and reliable platform. Directly cut middleman.

01-26

Tesla gone way too low or going down further.

2023-08-31

@TigerGpt TigerGPT，your new investing superpower, analyse top 5 trading volumes Nasdaq shares and daily trading opportunities

2023-04-29

$SAMUDERA SHIPPING LINE LTD(S56.SI)$ Q1 2023 earnings lesser than Q1 2022 but better than Q1 2021 .

2023-04-18

Going to end soon. Not enough point

2023-04-16

More chance please. Last week

2023-04-15

Diffucult Overseas login. Roaming cost

2023-04-13

Goona win some extra cash

2023-04-12

If there any chance will get another 0.5 Disney share?

2023-04-11

Donto stop

@TigerEvents:【Game】Easter Egg Hunting with Tiger, Win Disney Shares and USD 120 Voucher

2023-04-11

Always 100 💯 to be top disney

2023-04-10

$MEDTECS INTERNATIONAL CORP LTD(546.SI)$ don't see it coming. Good luck

2023-04-10

Jump high needed $DBS GROUP HOLDINGS LTD(D05.SI)$

2023-04-06

Fortune teller

AI Could Have a $7 Trillion Impact in 10 Years: Here Are 4 Top Stocks to Buy Now

2023-01-19

When you recommend at cost of 800 before split?

3 Reasons Tesla Stock Is a No-Brainer Buy in 2023

2023-01-17

1

2023-01-15

+1

2023-01-13

Final

2023-01-11

1

Go to Tiger App to see more news

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data-views=\"1\"></v-v> who don't like an extra option to source for more affordable and reliable platform. 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Directly cut middleman.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/362973133750520","isVote":1,"tweetType":1,"viewCount":551,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3558395132208408","authorId":"3558395132208408","name":"limzihao03","avatar":"https://static.itradeup.com/news/15eb350a3d7b64b891701bf1f440da1a","crmLevel":5,"crmLevelSwitch":0,"idStr":"3558395132208408","authorIdStr":"3558395132208408"},"content":"its tradinf below pre rally times. definitely a sale","text":"its tradinf below pre rally times. definitely a sale","html":"its tradinf below pre rally times. definitely a sale"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":267259179151472,"gmtCreate":1706258737552,"gmtModify":1706258743259,"author":{"id":"3582633493554563","authorId":"3582633493554563","name":"tkltkl","avatar":"https://static.tigerbbs.com/42fe1d9beb5610061b288720768fd77b","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582633493554563","authorIdStr":"3582633493554563"},"themes":[],"htmlText":"Tesla gone way too low or going down further.&nbsp;","listText":"Tesla gone way too low or going down further.&nbsp;","text":"Tesla gone way too low or going down further.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/267259179151472","isVote":1,"tweetType":1,"viewCount":649,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":214666758688920,"gmtCreate":1693445765443,"gmtModify":1693445771014,"author":{"id":"3582633493554563","authorId":"3582633493554563","name":"tkltkl","avatar":"https://static.tigerbbs.com/42fe1d9beb5610061b288720768fd77b","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582633493554563","authorIdStr":"3582633493554563"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/U/4141429963588842/\">@TigerGpt&nbsp;</a>TigerGPT，your new investing superpower, analyse top 5 trading volumes Nasdaq shares and daily trading opportunities&nbsp;","listText":"<a href=\"https://ttm.financial/U/4141429963588842/\">@TigerGpt&nbsp;</a>TigerGPT，your new investing superpower, analyse top 5 trading volumes Nasdaq shares and daily trading opportunities&nbsp;","text":"@TigerGpt TigerGPT，your new investing superpower, analyse top 5 trading volumes Nasdaq shares and daily trading opportunities","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/214666758688920","isVote":1,"tweetType":1,"viewCount":809,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4141429963588842","authorId":"4141429963588842","name":"TigerGPT","avatar":"https://community-static.tradeup.com/news/5b82af1deb17dfa8f94b4741b9ea2738","crmLevel":1,"crmLevelSwitch":0,"idStr":"4141429963588842","authorIdStr":"4141429963588842"},"content":"Based on the information provided, the top 5 trading volume Nasdaq shares are Apple, Microsoft, Amazon, Facebook, and Alphabet. As for daily trading opportunities, it is important to conduct thorough research and analysis before making any investment decisions. One can use the Screener function on the Quotes - Discover page to select suitable stocks or options according to their personal investment preferences. Additionally, there are various stock trading technical analysis software available, such as Stock Rover, TradingView, MetaStock, and TC2000, that can assist in analyzing stocks and making informed investment decisions. Reference articles： Best Day Trading Platforms Of August 2023 – Forbes Advisor Top 10 Best Stock Trading Technical Analysis Software 2023 5 Best AI Stock Trading Bot Software Tested (2023) - Liberated Stock Trader","text":"Based on the information provided, the top 5 trading volume Nasdaq shares are Apple, Microsoft, Amazon, Facebook, and Alphabet. As for daily trading opportunities, it is important to conduct thorough research and analysis before making any investment decisions. One can use the Screener function on the Quotes - Discover page to select suitable stocks or options according to their personal investment preferences. Additionally, there are various stock trading technical analysis software available, such as Stock Rover, TradingView, MetaStock, and TC2000, that can assist in analyzing stocks and making informed investment decisions. Reference articles： Best Day Trading Platforms Of August 2023 – Forbes Advisor Top 10 Best Stock Trading Technical Analysis Software 2023 5 Best AI Stock Trading Bot Software Tested (2023) - Liberated Stock Trader","html":"Based on the information provided, the top 5 trading volume Nasdaq shares are Apple, Microsoft, Amazon, Facebook, and Alphabet. As for daily trading opportunities, it is important to conduct thorough research and analysis before making any investment decisions. One can use the Screener function on the Quotes - Discover page to select suitable stocks or options according to their personal investment preferences. Additionally, there are various stock trading technical analysis software available, such as Stock Rover, TradingView, MetaStock, and TC2000, that can assist in analyzing stocks and making informed investment decisions. Reference articles： Best Day Trading Platforms Of August 2023 – Forbes Advisor Top 10 Best Stock Trading Technical Analysis Software 2023 5 Best AI Stock Trading Bot Software Tested (2023) - Liberated Stock Trader"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947175451,"gmtCreate":1682742886373,"gmtModify":1682742890057,"author":{"id":"3582633493554563","authorId":"3582633493554563","name":"tkltkl","avatar":"https://static.tigerbbs.com/42fe1d9beb5610061b288720768fd77b","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582633493554563","authorIdStr":"3582633493554563"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/S56.SI\">$SAMUDERA SHIPPING LINE LTD(S56.SI)$ &nbsp;</a>Q1 2023 earnings lesser than Q1 2022 but better than Q1 2021 .&nbsp;&nbsp;","listText":"<a href=\"https://ttm.financial/S/S56.SI\">$SAMUDERA SHIPPING LINE LTD(S56.SI)$ &nbsp;</a>Q1 2023 earnings lesser than Q1 2022 but better than Q1 2021 .&nbsp;&nbsp;","text":"$SAMUDERA SHIPPING LINE LTD(S56.SI)$ Q1 2023 earnings lesser than Q1 2022 but better than Q1 2021 .","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947175451","isVote":1,"tweetType":1,"viewCount":582,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9944824783,"gmtCreate":1681794702643,"gmtModify":1681794707613,"author":{"id":"3582633493554563","authorId":"3582633493554563","name":"tkltkl","avatar":"https://static.tigerbbs.com/42fe1d9beb5610061b288720768fd77b","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582633493554563","authorIdStr":"3582633493554563"},"themes":[],"htmlText":"Going to end soon. Not enough point","listText":"Going to end soon. Not enough point","text":"Going to end soon. Not enough point","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9944824783","isVote":1,"tweetType":1,"viewCount":411,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9944070348,"gmtCreate":1681649984385,"gmtModify":1681649988915,"author":{"id":"3582633493554563","authorId":"3582633493554563","name":"tkltkl","avatar":"https://static.tigerbbs.com/42fe1d9beb5610061b288720768fd77b","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582633493554563","authorIdStr":"3582633493554563"},"themes":[],"htmlText":"More chance please. Last week","listText":"More chance please. Last week","text":"More chance please. Last week","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9944070348","isVote":1,"tweetType":1,"viewCount":739,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9945244903,"gmtCreate":1681492401002,"gmtModify":1681492404508,"author":{"id":"3582633493554563","authorId":"3582633493554563","name":"tkltkl","avatar":"https://static.tigerbbs.com/42fe1d9beb5610061b288720768fd77b","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582633493554563","authorIdStr":"3582633493554563"},"themes":[],"htmlText":"Diffucult&nbsp;Overseas login. Roaming cost","listText":"Diffucult&nbsp;Overseas login. Roaming cost","text":"Diffucult Overseas login. Roaming cost","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9945244903","isVote":1,"tweetType":1,"viewCount":502,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9945339172,"gmtCreate":1681370589697,"gmtModify":1681370593537,"author":{"id":"3582633493554563","authorId":"3582633493554563","name":"tkltkl","avatar":"https://static.tigerbbs.com/42fe1d9beb5610061b288720768fd77b","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582633493554563","authorIdStr":"3582633493554563"},"themes":[],"htmlText":"Goona win some extra cash&nbsp;","listText":"Goona win some extra cash&nbsp;","text":"Goona win some extra cash","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9945339172","isVote":1,"tweetType":1,"viewCount":688,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9942498746,"gmtCreate":1681267448585,"gmtModify":1681267452426,"author":{"id":"3582633493554563","authorId":"3582633493554563","name":"tkltkl","avatar":"https://static.tigerbbs.com/42fe1d9beb5610061b288720768fd77b","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582633493554563","authorIdStr":"3582633493554563"},"themes":[],"htmlText":"If there any chance will get another 0.5 Disney share?","listText":"If there any chance will get another 0.5 Disney share?","text":"If there any chance will get another 0.5 Disney share?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9942498746","isVote":1,"tweetType":1,"viewCount":442,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9942139425,"gmtCreate":1681148596767,"gmtModify":1681148600396,"author":{"id":"3582633493554563","authorId":"3582633493554563","name":"tkltkl","avatar":"https://static.tigerbbs.com/42fe1d9beb5610061b288720768fd77b","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582633493554563","authorIdStr":"3582633493554563"},"themes":[],"htmlText":"Donto stop&nbsp;","listText":"Donto stop&nbsp;","text":"Donto stop","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9942139425","repostId":"9943960936","repostType":1,"repost":{"id":9943960936,"gmtCreate":1679046534725,"gmtModify":1680580626622,"author":{"id":"3527667667103859","authorId":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/c266ef25181ace18bec1262357bbe1a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667667103859","authorIdStr":"3527667667103859"},"themes":[],"title":"【Game】Easter Egg Hunting with Tiger, Win Disney Shares and USD 120 Voucher","htmlText":"🐰🌷 Hop into the Easter spirit and join our \"Tiger's Egg Hunting\" game! 🎉Stand to win free Disney stocks and a USD 120 cash voucher!🎁🌟Our interactive Easter game is open to Tigers, and it's so easy to play! Simply jump and catch the egg, and you could be a lucky winner. 🐇That's not all. You can also invite your friends to join in the fun to earn more points. Plus, you can challenge your friends for a race up the leaderboard. Let's fly to the moon together!Don't miss out on this egg-citing opportunity to win BIG! Join the game now and hop on your way to victory. 🥳🐣<a href=\"https://www.tigerbrokers.com.sg/activity/market/2023/easter/?adcode=20230316162207#/\" target=\"_blank\">Join our Easter campaign now</a>","listText":"🐰🌷 Hop into the Easter spirit and join our \"Tiger's Egg Hunting\" game! 🎉Stand to win free Disney stocks and a USD 120 cash voucher!🎁🌟Our interactive Easter game is open to Tigers, and it's so easy to play! Simply jump and catch the egg, and you could be a lucky winner. 🐇That's not all. You can also invite your friends to join in the fun to earn more points. Plus, you can challenge your friends for a race up the leaderboard. Let's fly to the moon together!Don't miss out on this egg-citing opportunity to win BIG! Join the game now and hop on your way to victory. 🥳🐣<a href=\"https://www.tigerbrokers.com.sg/activity/market/2023/easter/?adcode=20230316162207#/\" target=\"_blank\">Join our Easter campaign now</a>","text":"🐰🌷 Hop into the Easter spirit and join our \"Tiger's Egg Hunting\" game! 🎉Stand to win free Disney stocks and a USD 120 cash voucher!🎁🌟Our interactive Easter game is open to Tigers, and it's so easy to play! Simply jump and catch the egg, and you could be a lucky winner. 🐇That's not all. You can also invite your friends to join in the fun to earn more points. Plus, you can challenge your friends for a race up the leaderboard. Let's fly to the moon together!Don't miss out on this egg-citing opportunity to win BIG! Join the game now and hop on your way to victory. 🥳🐣Join our Easter campaign now","images":[{"img":"https://community-static.tradeup.com/news/c90a7371a3bcd1e6c552d2aa23f72c33","width":"1200","height":"630"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943960936","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":344,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9942139809,"gmtCreate":1681148522101,"gmtModify":1681148525125,"author":{"id":"3582633493554563","authorId":"3582633493554563","name":"tkltkl","avatar":"https://static.tigerbbs.com/42fe1d9beb5610061b288720768fd77b","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582633493554563","authorIdStr":"3582633493554563"},"themes":[],"htmlText":"Always 100 💯 to be top disney","listText":"Always 100 💯 to be top disney","text":"Always 100 💯 to be top disney","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9942139809","isVote":1,"tweetType":1,"viewCount":330,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9942991282,"gmtCreate":1681096235247,"gmtModify":1681096238274,"author":{"id":"3582633493554563","authorId":"3582633493554563","name":"tkltkl","avatar":"https://static.tigerbbs.com/42fe1d9beb5610061b288720768fd77b","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582633493554563","authorIdStr":"3582633493554563"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/546.SI\">$MEDTECS INTERNATIONAL CORP LTD(546.SI)$ &nbsp;</a>don't see it coming.&nbsp; Good luck&nbsp;","listText":"<a href=\"https://ttm.financial/S/546.SI\">$MEDTECS INTERNATIONAL CORP LTD(546.SI)$ &nbsp;</a>don't see it coming.&nbsp; Good luck&nbsp;","text":"$MEDTECS INTERNATIONAL CORP LTD(546.SI)$ don't see it coming. Good luck","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9942991282","isVote":1,"tweetType":1,"viewCount":315,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9946729966,"gmtCreate":1681057905956,"gmtModify":1681057908698,"author":{"id":"3582633493554563","authorId":"3582633493554563","name":"tkltkl","avatar":"https://static.tigerbbs.com/42fe1d9beb5610061b288720768fd77b","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582633493554563","authorIdStr":"3582633493554563"},"themes":[],"htmlText":"Jump high needed&nbsp;<a href=\"https://ttm.financial/S/D05.SI\">$DBS GROUP HOLDINGS LTD(D05.SI)$&nbsp;</a>","listText":"Jump high needed&nbsp;<a href=\"https://ttm.financial/S/D05.SI\">$DBS GROUP HOLDINGS LTD(D05.SI)$&nbsp;</a>","text":"Jump high needed $DBS GROUP HOLDINGS LTD(D05.SI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9946729966","isVote":1,"tweetType":1,"viewCount":246,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9948798986,"gmtCreate":1680786889146,"gmtModify":1680786892902,"author":{"id":"3582633493554563","authorId":"3582633493554563","name":"tkltkl","avatar":"https://static.tigerbbs.com/42fe1d9beb5610061b288720768fd77b","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582633493554563","authorIdStr":"3582633493554563"},"themes":[],"htmlText":"Fortune teller&nbsp;","listText":"Fortune teller&nbsp;","text":"Fortune teller","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9948798986","repostId":"1182785054","repostType":4,"repost":{"id":"1182785054","kind":"news","pubTimestamp":1680766226,"share":"https://ttm.financial/m/news/1182785054?lang=&edition=fundamental","pubTime":"2023-04-06 15:30","market":"us","language":"en","title":"AI Could Have a $7 Trillion Impact in 10 Years: Here Are 4 Top Stocks to Buy Now","url":"https://stock-news.laohu8.com/highlight/detail?id=1182785054","media":"Motley Fool","summary":"These technology leaders could be some of the biggest winners from the rapid adoption of AI.","content":"<html><head></head><body><h2 style=\"text-align: start;\">KEY POINTS</h2><ul><li><p>Goldman Sachs projects that AI will have a global economic impact of close to $7 trillion over the next 10 years.</p></li><li><p>Alphabet, Amazon, Microsoft, and Nvidia should profit tremendously from this AI boom.</p></li></ul><p>&#34;Significant disruption.&#34; That&#39;s the impact that <strong>Goldman Sachs</strong> thinks artificial intelligence (AI) will have on the labor market over the next few years. The Wall Street firm projects that generative AI could enable 300 million jobs globally to be fully automated, with as many as two-thirds of U.S. jobs partially automated by AI.</p><p style=\"text-align: start;\">But Goldman Sachs also thinks this significant disruption will lead to significant productivity gains. It estimates that AI could drive a 7% increase in annual global gross domestic product (GDP) over the next 10 years. This translates to an economic impact of close to $7 trillion. </p><p style=\"text-align: start;\">As you might expect, the AI market presents huge opportunities for investors. Here are four top AI stocks to buy now (listed in alphabetical order).</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4736b33a022ef36e3f681517b1a4c046\" alt=\"IMAGE SOURCE: GETTY IMAGES.\" title=\"IMAGE SOURCE: GETTY IMAGES.\" tg-width=\"700\" tg-height=\"376\"/><span>IMAGE SOURCE: GETTY IMAGES.</span></p><h2 style=\"text-align: start;\">1. Alphabet</h2><p style=\"text-align: start;\">Don&#39;t think for a second that <strong>Alphabet</strong> will be a second-tier player in AI. The company has invested heavily in AI technology and could be a big winner on multiple fronts.</p><p style=\"text-align: start;\">Alphabet already benefits from AI incorporated into its search algorithms. The better these algorithms are, the more advertising revenue the company could potentially make. Its Google Cloud unit will almost certainly pick up additional business as companies scramble to adopt AI. </p><p>Sure, self-driving cars might have been overhyped in the past. However, they&#39;re coming -- and Alphabet&#39;s Waymo subsidiary is one of the leaders in developing the AI technology required to make autonomous vehicles a reality.</p><p style=\"text-align: start;\">Last, but not least, Alphabet is a pioneer in quantum computing. This technology holds the potential to kick AI into a higher gear with its powerful processing capabilities. I view Alphabet&#39;s quantum computing effort as perhaps the most overlooked reason to buy the stock.</p><h2 style=\"text-align: start;\">2. Amazon</h2><p style=\"text-align: start;\">Speaking of overlooked, <strong>Amazon</strong>&#39;s AI initiatives come to mind. The company has also invested heavily in AI. </p><p style=\"text-align: start;\">Like Alphabet, Amazon&#39;s current business incorporates AI in several ways. Examples include the company&#39;s e-commerce platform&#39;s recommendations and, of course, its Alexa virtual assistant.</p><p>I suspect the biggest way that Amazon will win with the AI explosion, though, is with its Amazon Web Services (AWS). AWS ranks as the top cloud provider based on market share. It&#39;s Amazon&#39;s fastest-growing and most profitable business. AWS teamed up with innovative AI company Hugging Face in February to make it easier for customers to create generative AI applications.</p><p style=\"text-align: start;\">Amazon also has its foot in the door of the self-driving car market. The company acquired Zoox in 2020. Zoox hopes to enable autonomous ride-hailing services. Amazon could potentially use the technology for its own use in delivering products to homes as well.</p><h2 style=\"text-align: start;\">3. Microsoft</h2><p style=\"text-align: start;\"><strong>Microsoft</strong> has been a top player in AI for a long time. The company&#39;s partnership with and investment in OpenAI, though, has been a game changer. There are two main ways that Microsoft should benefit from its OpenAI integration.</p><p style=\"text-align: start;\">First, it&#39;s integrating OpenAI&#39;s ChatGPT throughout its Microsoft 365 product suite. Microsoft 365 competes neck and neck with Google&#39;s G Suite in the office productivity market. While Google plans to introduce its own rival generative AI technology, Microsoft has an opportunity to gain an early-mover advantage.</p><p>Second, Microsoft has its own cloud services unit called Azure. Like Google Cloud and AWS, Azure seeks to attract customers by making AI development as easy as possible. Microsoft hopes to leverage its ChatGPT integration with Azure to gain ground on AWS, the current market leader.</p><h2 style=\"text-align: start;\">4. Nvidia</h2><p style=\"text-align: start;\">While Alphabet, Amazon, and Microsoft battle against each other in AI, <strong>Nvidia</strong> stands to win regardless of which tech giant comes out on top. The chipmaker has announced a string of deals with all three AI leaders in addition to a couple of other AI collaborations.</p><p style=\"text-align: start;\">Nvidia and Amazon are working together to build a large-scale infrastructure on AWS for building AI apps. Google Cloud is using Nvidia&#39;s L4 Tensor Core graphics processing unit (GPU), which is ideal for building big generative AI models. Microsoft and Nvidia are teaming up to make Nvidia&#39;s supercomputing service DGX Cloud available on Azure.</p><p style=\"text-align: start;\">Of course, lots of other tech companies are already using Nvidia&#39;s AI platform as well. Nvidia also has developed AI platforms for self-driving cars and other intelligence devices including drones and robots.</p><p style=\"text-align: start;\">Nvidia&#39;s valuation is the richest of these four AI stocks. As such, it&#39;s likely to be the most volatile of the stocks. Over the long term, though, I expect that Nvidia will be among the biggest winners from the AI explosion.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AI Could Have a $7 Trillion Impact in 10 Years: Here Are 4 Top Stocks to Buy Now</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\">\nAI Could Have a $7 Trillion Impact in 10 Years: Here Are 4 Top Stocks to Buy Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-06 15:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/04/05/ai-7-trillion-impact-top-stocks-to-buy/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSGoldman Sachs projects that AI will have a global economic impact of close to $7 trillion over the next 10 years.Alphabet, Amazon, Microsoft, and Nvidia should profit tremendously from this ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/04/05/ai-7-trillion-impact-top-stocks-to-buy/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","GOOG":"谷歌","MSFT":"微软","NVDA":"英伟达","AMZN":"亚马逊"},"source_url":"https://www.fool.com/investing/2023/04/05/ai-7-trillion-impact-top-stocks-to-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182785054","content_text":"KEY POINTSGoldman Sachs projects that AI will have a global economic impact of close to $7 trillion over the next 10 years.Alphabet, Amazon, Microsoft, and Nvidia should profit tremendously from this AI boom.\"Significant disruption.\" That's the impact that Goldman Sachs thinks artificial intelligence (AI) will have on the labor market over the next few years. The Wall Street firm projects that generative AI could enable 300 million jobs globally to be fully automated, with as many as two-thirds of U.S. jobs partially automated by AI.But Goldman Sachs also thinks this significant disruption will lead to significant productivity gains. It estimates that AI could drive a 7% increase in annual global gross domestic product (GDP) over the next 10 years. This translates to an economic impact of close to $7 trillion. As you might expect, the AI market presents huge opportunities for investors. Here are four top AI stocks to buy now (listed in alphabetical order).IMAGE SOURCE: GETTY IMAGES.1. AlphabetDon't think for a second that Alphabet will be a second-tier player in AI. The company has invested heavily in AI technology and could be a big winner on multiple fronts.Alphabet already benefits from AI incorporated into its search algorithms. The better these algorithms are, the more advertising revenue the company could potentially make. Its Google Cloud unit will almost certainly pick up additional business as companies scramble to adopt AI. Sure, self-driving cars might have been overhyped in the past. However, they're coming -- and Alphabet's Waymo subsidiary is one of the leaders in developing the AI technology required to make autonomous vehicles a reality.Last, but not least, Alphabet is a pioneer in quantum computing. This technology holds the potential to kick AI into a higher gear with its powerful processing capabilities. I view Alphabet's quantum computing effort as perhaps the most overlooked reason to buy the stock.2. AmazonSpeaking of overlooked, Amazon's AI initiatives come to mind. The company has also invested heavily in AI. Like Alphabet, Amazon's current business incorporates AI in several ways. Examples include the company's e-commerce platform's recommendations and, of course, its Alexa virtual assistant.I suspect the biggest way that Amazon will win with the AI explosion, though, is with its Amazon Web Services (AWS). AWS ranks as the top cloud provider based on market share. It's Amazon's fastest-growing and most profitable business. AWS teamed up with innovative AI company Hugging Face in February to make it easier for customers to create generative AI applications.Amazon also has its foot in the door of the self-driving car market. The company acquired Zoox in 2020. Zoox hopes to enable autonomous ride-hailing services. Amazon could potentially use the technology for its own use in delivering products to homes as well.3. MicrosoftMicrosoft has been a top player in AI for a long time. The company's partnership with and investment in OpenAI, though, has been a game changer. There are two main ways that Microsoft should benefit from its OpenAI integration.First, it's integrating OpenAI's ChatGPT throughout its Microsoft 365 product suite. Microsoft 365 competes neck and neck with Google's G Suite in the office productivity market. While Google plans to introduce its own rival generative AI technology, Microsoft has an opportunity to gain an early-mover advantage.Second, Microsoft has its own cloud services unit called Azure. Like Google Cloud and AWS, Azure seeks to attract customers by making AI development as easy as possible. Microsoft hopes to leverage its ChatGPT integration with Azure to gain ground on AWS, the current market leader.4. NvidiaWhile Alphabet, Amazon, and Microsoft battle against each other in AI, Nvidia stands to win regardless of which tech giant comes out on top. The chipmaker has announced a string of deals with all three AI leaders in addition to a couple of other AI collaborations.Nvidia and Amazon are working together to build a large-scale infrastructure on AWS for building AI apps. Google Cloud is using Nvidia's L4 Tensor Core graphics processing unit (GPU), which is ideal for building big generative AI models. Microsoft and Nvidia are teaming up to make Nvidia's supercomputing service DGX Cloud available on Azure.Of course, lots of other tech companies are already using Nvidia's AI platform as well. Nvidia also has developed AI platforms for self-driving cars and other intelligence devices including drones and robots.Nvidia's valuation is the richest of these four AI stocks. As such, it's likely to be the most volatile of the stocks. Over the long term, though, I expect that Nvidia will be among the biggest winners from the AI explosion.","news_type":1},"isVote":1,"tweetType":1,"viewCount":382,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9956486554,"gmtCreate":1674133762879,"gmtModify":1676538925837,"author":{"id":"3582633493554563","authorId":"3582633493554563","name":"tkltkl","avatar":"https://static.tigerbbs.com/42fe1d9beb5610061b288720768fd77b","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582633493554563","authorIdStr":"3582633493554563"},"themes":[],"htmlText":"When you recommend at cost of 800 before split?","listText":"When you recommend at cost of 800 before split?","text":"When you recommend at cost of 800 before split?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9956486554","repostId":"2304634519","repostType":2,"repost":{"id":"2304634519","kind":"highlight","pubTimestamp":1674201728,"share":"https://ttm.financial/m/news/2304634519?lang=&edition=fundamental","pubTime":"2023-01-20 16:02","market":"us","language":"en","title":"3 Reasons Tesla Stock Is a No-Brainer Buy in 2023","url":"https://stock-news.laohu8.com/highlight/detail?id=2304634519","media":"Motley Fool","summary":"The disruptive electric automaker trades at a substantial discount to previous highs.","content":"<html><head></head><body><h2>KEY POINTS</h2><ul><li>Tesla is one of many Nasdaq stocks to lose significant value in 2022.</li><li>But the electric automaker remains highly profitability.</li><li>And its reasonable valuation position it for long-term success.</li></ul><p>A couple of years ago, many would have laughed if you&#39;d called <b>Tesla</b>&#39;s stock a good value investment. But after a 64% decline over the last twelve months, the company finally looks cheap relative to its earnings and long-term potential. Let&#39;s discuss three reasons why the beaten-down automaker could be an excellent buy for long-term investors in 2023.</p><h2>1. Elon Musk-related headwinds look overblown</h2><p>Like many companies, Tesla faces significant near-term challenges like inflation and rising rates, which increase the cost of capital and hurt growth stock valuations. Investors may also be concerned about the activities of the company&#39;s CEO, Elon Musk, who purchased social media company <b>Twitter</b> for $44 billion in October.</p><p>In 2022, the billionaire sold a whopping $23 billion worth of Tesla stock to help fund the acquisition. But while stock sales can hurt a company&#39;s price in the near term, this shouldn&#39;t mean much for fundamental-focused investors. Unlike equity dilution, where new shares are created, the sale of already-existing shares doesn&#39;t impact Tesla&#39;s value relative to its earnings or cash flow. While some believe the Twitter acquisition is a distraction for Musk, this fear also looks overblown.</p><p>Tesla has come a long way from the spiraling losses that almost forced it to the brink of bankruptcy in 2008. Now that the company is well-capitalized and sustainably profitable, one man&#39;s managerial skill and tenacity are arguably less important to its continued success.</p><h2>2. Epic profitability</h2><p>Tesla is becoming a profit machine, standing head-and-shoulders above its peers in the automotive industry. In the third quarter, total revenue jumped 56% to $21.45 billion while net income doubled to $3.29 billion. Tesla&#39;s largest rival, <b>Toyota</b> (which still mainly produces gasoline-powered cars), only generated $3.15 billion in the corresponding period despite selling seven times more vehicles, according to Nikkei Asia.</p><p>Nikkei Asia believes that Tesla&#39;s edge comes from its strong brand, which allows it to charge a premium for its vehicles. The company&#39;s narrow focus on EVs also gives it a streamlined production process compared to traditional automakers, which produce a wide variety of electric, hybrid, and gasoline-powered vehicles.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/73852f3db76edf7785523fab67365c08\" tg-width=\"700\" tg-height=\"393\" referrerpolicy=\"no-referrer\"/><span>Image source: Getty Images.</span></p><p>Some industry watchers believe Tesla&#39;s business is slowing after a series of price reductions in China, a move the company&#39;s vice president for external relations in China credits to &#34;innumerable engineering innovations.&#34; Investors should remember that the price cuts come amid a broader (and likely temporary) auto industry downturn amid high inflation, high-interest rates, and consumer confidence.</p><p>Tesla&#39;s management remains optimistic for the long term, expecting vehicle delivery growth averaging 50% annually over a multi-year horizon.</p><h2>3. A relatively cheap valuation</h2><p>After many years when the stock was arguably overvalued, it&#39;s understandable that many investors still look at Tesla with a little side eye. In early January, well-known value investor Bill Miller announced his short position on the company, telling CNBC that he doesn&#39;t &#34;think it&#39;s worth more than the top five automakers in the world combined.&#34; But while Tesla&#39;s market cap of $360 billion is high, that only tells one side of the story.</p><p>As a pure-play electric automaker, Tesla should be valued differently than traditional automakers that are transitioning to the technology. That&#39;s because Tesla enjoys &#34;pure&#34; growth in the EV industry, while its rivals are cannibalizing their existing products with electric alternatives, a strategy that could cost them total market share over the long term. And as mentioned earlier, Tesla enjoys above-average profits.</p><p>With a forward price-to-earnings multiple of just 23, Tesla is no longer an expensive stock by any stretch of the imagination when considering its growth rate. That number is significantly lower than the <b>NASDAQ</b> average of 25, and falls behind mature value stocks like <b>McDonald&#39;s</b> and <b>Coca-Cola</b>, which both boast forward multiples of 26 and 25, respectively. It&#39;s hard to see the shares staying this cheap for very long.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Reasons Tesla Stock Is a No-Brainer Buy in 2023</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Reasons Tesla Stock Is a No-Brainer Buy in 2023\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-20 16:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/01/18/3-reasons-tesla-stock-is-a-no-brainer-buy-in-2023/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSTesla is one of many Nasdaq stocks to lose significant value in 2022.But the electric automaker remains highly profitability.And its reasonable valuation position it for long-term success.A ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/01/18/3-reasons-tesla-stock-is-a-no-brainer-buy-in-2023/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4099":"汽车制造商","BK4511":"特斯拉概念","BK4548":"巴美列捷福持仓","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1548497426.USD":"安联环球人工智能AT Acc","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","TSLA":"特斯拉","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","BK4585":"ETF&股票定投概念","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4534":"瑞士信贷持仓","BK4555":"新能源车","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0823411888.USD":"法巴消费创新基金 Cap","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0823414478.USD":"法巴经典能源转换基金","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0056508442.USD":"贝莱德世界科技基金A2","BK4527":"明星科技股","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4550":"红杉资本持仓","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4574":"无人驾驶","LU2063271972.USD":"富兰克林创新领域基金","BK4551":"寇图资本持仓","BK4581":"高盛持仓","LU0097036916.USD":"贝莱德美国增长A2 USD"},"source_url":"https://www.fool.com/investing/2023/01/18/3-reasons-tesla-stock-is-a-no-brainer-buy-in-2023/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2304634519","content_text":"KEY POINTSTesla is one of many Nasdaq stocks to lose significant value in 2022.But the electric automaker remains highly profitability.And its reasonable valuation position it for long-term success.A couple of years ago, many would have laughed if you'd called Tesla's stock a good value investment. But after a 64% decline over the last twelve months, the company finally looks cheap relative to its earnings and long-term potential. Let's discuss three reasons why the beaten-down automaker could be an excellent buy for long-term investors in 2023.1. Elon Musk-related headwinds look overblownLike many companies, Tesla faces significant near-term challenges like inflation and rising rates, which increase the cost of capital and hurt growth stock valuations. Investors may also be concerned about the activities of the company's CEO, Elon Musk, who purchased social media company Twitter for $44 billion in October.In 2022, the billionaire sold a whopping $23 billion worth of Tesla stock to help fund the acquisition. But while stock sales can hurt a company's price in the near term, this shouldn't mean much for fundamental-focused investors. Unlike equity dilution, where new shares are created, the sale of already-existing shares doesn't impact Tesla's value relative to its earnings or cash flow. While some believe the Twitter acquisition is a distraction for Musk, this fear also looks overblown.Tesla has come a long way from the spiraling losses that almost forced it to the brink of bankruptcy in 2008. Now that the company is well-capitalized and sustainably profitable, one man's managerial skill and tenacity are arguably less important to its continued success.2. Epic profitabilityTesla is becoming a profit machine, standing head-and-shoulders above its peers in the automotive industry. In the third quarter, total revenue jumped 56% to $21.45 billion while net income doubled to $3.29 billion. Tesla's largest rival, Toyota (which still mainly produces gasoline-powered cars), only generated $3.15 billion in the corresponding period despite selling seven times more vehicles, according to Nikkei Asia.Nikkei Asia believes that Tesla's edge comes from its strong brand, which allows it to charge a premium for its vehicles. The company's narrow focus on EVs also gives it a streamlined production process compared to traditional automakers, which produce a wide variety of electric, hybrid, and gasoline-powered vehicles.Image source: Getty Images.Some industry watchers believe Tesla's business is slowing after a series of price reductions in China, a move the company's vice president for external relations in China credits to \"innumerable engineering innovations.\" Investors should remember that the price cuts come amid a broader (and likely temporary) auto industry downturn amid high inflation, high-interest rates, and consumer confidence.Tesla's management remains optimistic for the long term, expecting vehicle delivery growth averaging 50% annually over a multi-year horizon.3. A relatively cheap valuationAfter many years when the stock was arguably overvalued, it's understandable that many investors still look at Tesla with a little side eye. In early January, well-known value investor Bill Miller announced his short position on the company, telling CNBC that he doesn't \"think it's worth more than the top five automakers in the world combined.\" But while Tesla's market cap of $360 billion is high, that only tells one side of the story.As a pure-play electric automaker, Tesla should be valued differently than traditional automakers that are transitioning to the technology. That's because Tesla enjoys \"pure\" growth in the EV industry, while its rivals are cannibalizing their existing products with electric alternatives, a strategy that could cost them total market share over the long term. And as mentioned earlier, Tesla enjoys above-average profits.With a forward price-to-earnings multiple of just 23, Tesla is no longer an expensive stock by any stretch of the imagination when considering its growth rate. That number is significantly lower than the NASDAQ average of 25, and falls behind mature value stocks like McDonald's and Coca-Cola, which both boast forward multiples of 26 and 25, respectively. It's hard to see the shares staying this cheap for very long.","news_type":1},"isVote":1,"tweetType":1,"viewCount":207,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9956167209,"gmtCreate":1673936477302,"gmtModify":1676538905478,"author":{"id":"3582633493554563","authorId":"3582633493554563","name":"tkltkl","avatar":"https://static.tigerbbs.com/42fe1d9beb5610061b288720768fd77b","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582633493554563","authorIdStr":"3582633493554563"},"themes":[],"htmlText":"1","listText":"1","text":"1","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9956167209","isVote":1,"tweetType":1,"viewCount":180,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9958535414,"gmtCreate":1673770307439,"gmtModify":1676538883700,"author":{"id":"3582633493554563","authorId":"3582633493554563","name":"tkltkl","avatar":"https://static.tigerbbs.com/42fe1d9beb5610061b288720768fd77b","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582633493554563","authorIdStr":"3582633493554563"},"themes":[],"htmlText":"+1","listText":"+1","text":"+1","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9958535414","isVote":1,"tweetType":1,"viewCount":315,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9951770714,"gmtCreate":1673573275839,"gmtModify":1676538857905,"author":{"id":"3582633493554563","authorId":"3582633493554563","name":"tkltkl","avatar":"https://static.tigerbbs.com/42fe1d9beb5610061b288720768fd77b","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582633493554563","authorIdStr":"3582633493554563"},"themes":[],"htmlText":"Final","listText":"Final","text":"Final","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9951770714","isVote":1,"tweetType":1,"viewCount":132,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9951994656,"gmtCreate":1673368125175,"gmtModify":1676538826269,"author":{"id":"3582633493554563","authorId":"3582633493554563","name":"tkltkl","avatar":"https://static.tigerbbs.com/42fe1d9beb5610061b288720768fd77b","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582633493554563","authorIdStr":"3582633493554563"},"themes":[],"htmlText":"1","listText":"1","text":"1","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9951994656","isVote":1,"tweetType":1,"viewCount":296,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":195275339,"gmtCreate":1621299653421,"gmtModify":1704355334240,"author":{"id":"3582633493554563","authorId":"3582633493554563","name":"tkltkl","avatar":"https://static.tigerbbs.com/42fe1d9beb5610061b288720768fd77b","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582633493554563","authorIdStr":"3582633493554563"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/546.SI\">$MEDTECS INTERNATIONAL CORP LTD(546.SI)$</a>daily task.. Like and comment pls. Thank you","listText":"<a href=\"https://laohu8.com/S/546.SI\">$MEDTECS INTERNATIONAL CORP LTD(546.SI)$</a>daily task.. Like and comment pls. Thank you","text":"$MEDTECS INTERNATIONAL CORP LTD(546.SI)$daily task.. Like and comment pls. Thank you","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":21,"commentSize":8,"repostSize":2,"link":"https://ttm.financial/post/195275339","isVote":1,"tweetType":1,"viewCount":1219,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3563243258535559","authorId":"3563243258535559","name":"MKTrader","avatar":"https://static.tigerbbs.com/41fde116200c232379312d26e2768f6e","crmLevel":9,"crmLevelSwitch":1,"idStr":"3563243258535559","authorIdStr":"3563243258535559"},"content":"like and commented","text":"like and commented","html":"like and commented"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":832501595,"gmtCreate":1629647368717,"gmtModify":1676530085653,"author":{"id":"3582633493554563","authorId":"3582633493554563","name":"tkltkl","avatar":"https://static.tigerbbs.com/42fe1d9beb5610061b288720768fd77b","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582633493554563","authorIdStr":"3582633493554563"},"themes":[],"htmlText":"Pls help to like","listText":"Pls help to like","text":"Pls help to like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/832501595","repostId":"1115632642","repostType":4,"repost":{"id":"1115632642","kind":"news","pubTimestamp":1629471872,"share":"https://ttm.financial/m/news/1115632642?lang=&edition=fundamental","pubTime":"2021-08-20 23:04","market":"us","language":"en","title":"Contrarian Investors Should Love Emerging Markets","url":"https://stock-news.laohu8.com/highlight/detail?id=1115632642","media":"Bloomberg","summary":"Stocks in developing countries are lagging behind those in the U.S. They could be poised to outperfo","content":"<blockquote>\n <b>Stocks in developing countries are&nbsp;lagging behind those in the U.S. They could be poised to outperform in the coming years.</b>\n</blockquote>\n<p>Emerging markets get no respect. Theyaccountfor about two-fifths of global gross domestic product and a quarter of global stocks by market value, and yet they’re a fraction of &nbsp;most U.S. investors’ stock portfolios. If there’s ever a time to give emerging markets another look, this is it.</p>\n<p>That’s because emerging-market stocks are lagging behind those in the U.S. by the biggest margin in two decades. The last time they were beaten this badly was when a wave of crises in developing countries slammed their stock markets during the late 1990s while dot-com mania lifted U.S. stocks to historic heights.</p>\n<p><img src=\"https://static.tigerbbs.com/dd22e89c12797121db43fe00543e1eb7\" tg-width=\"669\" tg-height=\"402\" width=\"100%\" height=\"auto\"></p>\n<p>This time it’s about profits. U.S. companies have increased earnings at arecord ratein recent years while earnings growth in emerging markets has barely budged. Since 2010, earnings per share for the S&amp;P 500 Index has grown 9.5% a year, compared with just 2.7% for the MSCI Emerging Markets Index. It wasn’t always this way. From 1995 to 2009, the first year for which numbers are available for emerging markets, earnings grew at roughly the same pace in developing countries as in the U.S., about 4% a year.</p>\n<p>Given the sharp divergence in earnings growth since 2010, the U.S. may seem like the better place to invest, even when all available earnings numbers are considered. Earnings growth, after all, is a key component of stock returns, and the U.S. is producing more of it. Assuming analysts’ estimates for this year and next are reliable, the S&amp;P 500 will have grown earnings 7.3% a year from 1995 to 2022, compared with just 4.4% a year for emerging markets. If U.S. companies were to maintain that lead, all else equal, expected returns would be 2.9 percentage points a year higher in the U.S. than in emerging markets.</p>\n<p><img src=\"https://static.tigerbbs.com/30aba59eba1452ca5a877020ce216bec\" tg-width=\"633\" tg-height=\"418\" width=\"100%\" height=\"auto\">But earnings growth isn’t the only driver of stock returns. Dividends and valuations play a role, too. When all three variables are considered, emerging markets appear to be the better bet. Analysts expect a dividend yield of 3% from emerging markets, compared with 1.5% for the S&amp;P 500. When combined with earnings growth, the advantage for U.S. stocks shrinks to 1.4 percentage points a year.</p>\n<p>Stocks are also much cheaper in emerging markets. They trade at 12 times next year’s earnings, whereas the comparable price-to-earnings ratio for the S&amp;P 500 is 20 times. That valuation gap tips the scale in favor of emerging markets. One way to compare price to expected payoff is to take a ratio of P/E to the sum of expected earnings growth and dividend yield (the lower the ratio the better). Based on the previous numbers, that ratio is 1.7 for emerging markets and 2.3 for the S&amp;P 500.</p>\n<p>And that may be the best case for U.S. stocks because it assumes U.S. companies will continue generating higher earnings growth and commanding much higher valuations than those in emerging markets, both questionable assumptions. It’s not obvious why earnings growth should be higher in the U.S. Investment in research and development, for instance, has beenshown to boost growth, and emerging-market companies spend as much on R&amp;D as a percentage of sales as companies in the U.S. In fact, they may soon spend more, as R&amp;D investment in emerging markets has grown at more than three times the U.S. rate since 1995.</p>\n<p>If anything, it’s more likely that earnings growth in emerging markets will outpace the U.S. in the years ahead. Developing economies are growing faster than the U.S., a tailwind for their companies, particularly as they grab market share in their countries from American companies. Also, given that recent earnings growth has been unusually high in the U.S. and strangely low in emerging markets, the roles may reverse for a while, bringing earnings growth between them closer to parity.</p>\n<p>The valuation gap between emerging markets and the U.S. could also narrow. The U.S. is rightly perceived as the safer place to invest, so it makes sense that investors are willing to pay more for U.S. companies. But how much more? The difference in P/E ratio based on forward earnings has averaged 4.7 times since 2005, the longest period for which numbers are available, and has rarely been as wide as it is today. If the gap were to close, it would be another boost for emerging markets relative to the U.S.</p>\n<p><img src=\"https://static.tigerbbs.com/8b9fb774ffbe544f200ac13222ee3b5e\" tg-width=\"649\" tg-height=\"371\" width=\"100%\" height=\"auto\">All of that may explain why theconsensus among big money managersis that emerging markets will deliver higher returns than the U.S. in coming years. Value stocks in emerging markets may perform even better. With a price tag of just 9 times forward earnings, they could credibly be called the most despised stocks on the planet.</p>\n<p>Contrarian investors have taken note. Boston based money manager GMOestimatesthat emerging-market value stocks will return 3.2% a year after inflation over the next seven years, compared with a negative 8.2% a year for U.S. stocks. Rob Arnott, founder of index provider Research Affiliates, hassaidthat half of his liquid investments are invested in value stocks from developing countries.</p>\n<p>It’s worth noting that the last time emerging market stocks performed this badly relative to the U.S., they went on to beat the S&amp;P 500 by 14 percentage points a year from 2000 to 2007, and value stocks won by 15 percentage points a year. They did it by paying a higher dividend yield than U.S. stocks, generating nearly four times the earnings growth as U.S. companies and expanding their valuations while that of the S&amp;P 500 was cut by more than a third.</p>\n<p>I’m not suggesting investors replace their U.S. stocks with ones in emerging markets. But developing countries now account for about 12% of the MSCI All Country World Index, a widely followed gauge of the global stock market. Stock portfolios that allocate less than that to emerging markets should ask why — and it won’t be easy to answer.</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>Contrarian Investors Should Love Emerging Markets</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\">\nContrarian Investors Should Love Emerging Markets\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-20 23:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/opinion/articles/2021-08-19/personal-finance-contrarian-investors-should-love-emerging-markets?srnd=opinion><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stocks in developing countries are lagging behind those in the U.S. They could be poised to outperform in the coming years.\n\nEmerging markets get no respect. Theyaccountfor about two-fifths of global ...</p>\n\n<a href=\"https://www.bloomberg.com/opinion/articles/2021-08-19/personal-finance-contrarian-investors-should-love-emerging-markets?srnd=opinion\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","SPY":"标普500ETF",".DJI":"道琼斯"},"source_url":"https://www.bloomberg.com/opinion/articles/2021-08-19/personal-finance-contrarian-investors-should-love-emerging-markets?srnd=opinion","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115632642","content_text":"Stocks in developing countries are lagging behind those in the U.S. They could be poised to outperform in the coming years.\n\nEmerging markets get no respect. Theyaccountfor about two-fifths of global gross domestic product and a quarter of global stocks by market value, and yet they’re a fraction of  most U.S. investors’ stock portfolios. If there’s ever a time to give emerging markets another look, this is it.\nThat’s because emerging-market stocks are lagging behind those in the U.S. by the biggest margin in two decades. The last time they were beaten this badly was when a wave of crises in developing countries slammed their stock markets during the late 1990s while dot-com mania lifted U.S. stocks to historic heights.\n\nThis time it’s about profits. U.S. companies have increased earnings at arecord ratein recent years while earnings growth in emerging markets has barely budged. Since 2010, earnings per share for the S&P 500 Index has grown 9.5% a year, compared with just 2.7% for the MSCI Emerging Markets Index. It wasn’t always this way. From 1995 to 2009, the first year for which numbers are available for emerging markets, earnings grew at roughly the same pace in developing countries as in the U.S., about 4% a year.\nGiven the sharp divergence in earnings growth since 2010, the U.S. may seem like the better place to invest, even when all available earnings numbers are considered. Earnings growth, after all, is a key component of stock returns, and the U.S. is producing more of it. Assuming analysts’ estimates for this year and next are reliable, the S&P 500 will have grown earnings 7.3% a year from 1995 to 2022, compared with just 4.4% a year for emerging markets. If U.S. companies were to maintain that lead, all else equal, expected returns would be 2.9 percentage points a year higher in the U.S. than in emerging markets.\nBut earnings growth isn’t the only driver of stock returns. Dividends and valuations play a role, too. When all three variables are considered, emerging markets appear to be the better bet. Analysts expect a dividend yield of 3% from emerging markets, compared with 1.5% for the S&P 500. When combined with earnings growth, the advantage for U.S. stocks shrinks to 1.4 percentage points a year.\nStocks are also much cheaper in emerging markets. They trade at 12 times next year’s earnings, whereas the comparable price-to-earnings ratio for the S&P 500 is 20 times. That valuation gap tips the scale in favor of emerging markets. One way to compare price to expected payoff is to take a ratio of P/E to the sum of expected earnings growth and dividend yield (the lower the ratio the better). Based on the previous numbers, that ratio is 1.7 for emerging markets and 2.3 for the S&P 500.\nAnd that may be the best case for U.S. stocks because it assumes U.S. companies will continue generating higher earnings growth and commanding much higher valuations than those in emerging markets, both questionable assumptions. It’s not obvious why earnings growth should be higher in the U.S. Investment in research and development, for instance, has beenshown to boost growth, and emerging-market companies spend as much on R&D as a percentage of sales as companies in the U.S. In fact, they may soon spend more, as R&D investment in emerging markets has grown at more than three times the U.S. rate since 1995.\nIf anything, it’s more likely that earnings growth in emerging markets will outpace the U.S. in the years ahead. Developing economies are growing faster than the U.S., a tailwind for their companies, particularly as they grab market share in their countries from American companies. Also, given that recent earnings growth has been unusually high in the U.S. and strangely low in emerging markets, the roles may reverse for a while, bringing earnings growth between them closer to parity.\nThe valuation gap between emerging markets and the U.S. could also narrow. The U.S. is rightly perceived as the safer place to invest, so it makes sense that investors are willing to pay more for U.S. companies. But how much more? The difference in P/E ratio based on forward earnings has averaged 4.7 times since 2005, the longest period for which numbers are available, and has rarely been as wide as it is today. If the gap were to close, it would be another boost for emerging markets relative to the U.S.\nAll of that may explain why theconsensus among big money managersis that emerging markets will deliver higher returns than the U.S. in coming years. Value stocks in emerging markets may perform even better. With a price tag of just 9 times forward earnings, they could credibly be called the most despised stocks on the planet.\nContrarian investors have taken note. Boston based money manager GMOestimatesthat emerging-market value stocks will return 3.2% a year after inflation over the next seven years, compared with a negative 8.2% a year for U.S. stocks. Rob Arnott, founder of index provider Research Affiliates, hassaidthat half of his liquid investments are invested in value stocks from developing countries.\nIt’s worth noting that the last time emerging market stocks performed this badly relative to the U.S., they went on to beat the S&P 500 by 14 percentage points a year from 2000 to 2007, and value stocks won by 15 percentage points a year. They did it by paying a higher dividend yield than U.S. stocks, generating nearly four times the earnings growth as U.S. companies and expanding their valuations while that of the S&P 500 was cut by more than a third.\nI’m not suggesting investors replace their U.S. stocks with ones in emerging markets. But developing countries now account for about 12% of the MSCI All Country World Index, a widely followed gauge of the global stock market. Stock portfolios that allocate less than that to emerging markets should ask why — and it won’t be easy to answer.","news_type":1},"isVote":1,"tweetType":1,"viewCount":186,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":153896182,"gmtCreate":1625016323446,"gmtModify":1703850141461,"author":{"id":"3582633493554563","authorId":"3582633493554563","name":"tkltkl","avatar":"https://static.tigerbbs.com/42fe1d9beb5610061b288720768fd77b","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582633493554563","authorIdStr":"3582633493554563"},"themes":[],"htmlText":"Like n comments please..&nbsp;","listText":"Like n comments please..&nbsp;","text":"Like n comments please..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/153896182","repostId":"1121320099","repostType":4,"repost":{"id":"1121320099","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1624978930,"share":"https://ttm.financial/m/news/1121320099?lang=&edition=fundamental","pubTime":"2021-06-29 23:02","market":"us","language":"en","title":"AMD stock surged 3% in Tuesday morning trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1121320099","media":"Tiger Newspress","summary":"AMD stock surged 3% on AMD's planned purchase of Xilinx being approved by UK's antitrust authority.X","content":"<p>AMD stock surged 3%&nbsp;on&nbsp;AMD's planned purchase of Xilinx being&nbsp;approved by UK's antitrust authority.Xilinx&nbsp;shares&nbsp;surged&nbsp;2%.</p>\n<p><img src=\"https://static.tigerbbs.com/34ea51d2655a990239ad58f1954a71dd\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<ul>\n <li>AMD's(NASDAQ:AMD)&nbsp;planned $35B acquisition of Xilinx(NASDAQ:XLNX)has been approved by the UK's Competition and Markets Authority.</li>\n <li>The approval was disclosed on the&nbsp;UK CMA's website.</li>\n <li>In May&nbsp;the UK's CMA said it started its inquiry into the proposed deal.</li>\n <li>Earlier this month, Xilinx gained after report that&nbsp;European antitrust reportedly has no issues&nbsp;with AMD deal. The provisional deadline for EU is June 30.</li>\n <li>The deal still is awaiting approval in China.</li>\n</ul>\n<p>In January, the mandatory waiting period required for the FTC and Department of Justice to&nbsp;investigate deals for potential antitrust issues expired.</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>AMD stock surged 3% in Tuesday morning trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAMD stock surged 3% in Tuesday morning trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-06-29 23:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>AMD stock surged 3%&nbsp;on&nbsp;AMD's planned purchase of Xilinx being&nbsp;approved by UK's antitrust authority.Xilinx&nbsp;shares&nbsp;surged&nbsp;2%.</p>\n<p><img src=\"https://static.tigerbbs.com/34ea51d2655a990239ad58f1954a71dd\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<ul>\n <li>AMD's(NASDAQ:AMD)&nbsp;planned $35B acquisition of Xilinx(NASDAQ:XLNX)has been approved by the UK's Competition and Markets Authority.</li>\n <li>The approval was disclosed on the&nbsp;UK CMA's website.</li>\n <li>In May&nbsp;the UK's CMA said it started its inquiry into the proposed deal.</li>\n <li>Earlier this month, Xilinx gained after report that&nbsp;European antitrust reportedly has no issues&nbsp;with AMD deal. The provisional deadline for EU is June 30.</li>\n <li>The deal still is awaiting approval in China.</li>\n</ul>\n<p>In January, the mandatory waiting period required for the FTC and Department of Justice to&nbsp;investigate deals for potential antitrust issues expired.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121320099","content_text":"AMD stock surged 3% on AMD's planned purchase of Xilinx being approved by UK's antitrust authority.Xilinx shares surged 2%.\n\n\nAMD's(NASDAQ:AMD) planned $35B acquisition of Xilinx(NASDAQ:XLNX)has been approved by the UK's Competition and Markets Authority.\nThe approval was disclosed on the UK CMA's website.\nIn May the UK's CMA said it started its inquiry into the proposed deal.\nEarlier this month, Xilinx gained after report that European antitrust reportedly has no issues with AMD deal. The provisional deadline for EU is June 30.\nThe deal still is awaiting approval in China.\n\nIn January, the mandatory waiting period required for the FTC and Department of Justice to investigate deals for potential antitrust issues expired.","news_type":1},"isVote":1,"tweetType":1,"viewCount":218,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":154473201,"gmtCreate":1625542145603,"gmtModify":1703743368645,"author":{"id":"3582633493554563","authorId":"3582633493554563","name":"tkltkl","avatar":"https://static.tigerbbs.com/42fe1d9beb5610061b288720768fd77b","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582633493554563","authorIdStr":"3582633493554563"},"themes":[],"htmlText":"Daily task like and comment please&nbsp;","listText":"Daily task like and comment please&nbsp;","text":"Daily task like and comment please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/154473201","repostId":"1116255026","repostType":4,"repost":{"id":"1116255026","kind":"news","pubTimestamp":1625527973,"share":"https://ttm.financial/m/news/1116255026?lang=&edition=fundamental","pubTime":"2021-07-06 07:32","market":"us","language":"en","title":"Stock futures are flat after S&P 500 and Nasdaq notch another round of records","url":"https://stock-news.laohu8.com/highlight/detail?id=1116255026","media":"CNBC","summary":"Stock futures were flat in overnight trading on Monday as Wall Street gets set to kick off the holid","content":"<div>\n<p>Stock futures were flat in overnight trading on Monday as Wall Street gets set to kick off the holiday-shortened week with the S&P 500 at a record high.\nFutures on the Dow Jones Industrial Average ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/05/stock-market-open-to-close-news.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Stock futures are flat after S&P 500 and Nasdaq notch another round of records</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\">\nStock futures are flat after S&P 500 and Nasdaq notch another round of records\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-06 07:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/07/05/stock-market-open-to-close-news.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stock futures were flat in overnight trading on Monday as Wall Street gets set to kick off the holiday-shortened week with the S&P 500 at a record high.\nFutures on the Dow Jones Industrial Average ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/05/stock-market-open-to-close-news.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","IVV":"标普500指数ETF","SSO":"两倍做多标普500ETF","QLD":"纳指两倍做多ETF","SQQQ":"纳指三倍做空ETF","NDAQ":"纳斯达克OMX交易所","UPRO":"三倍做多标普500ETF","QQQ":"纳指100ETF","SH":"标普500反向ETF","QID":"纳指两倍做空ETF","SPY":"标普500ETF",".IXIC":"NASDAQ Composite","SPXU":"三倍做空标普500ETF","OEF":"标普100指数ETF-iShares",".SPX":"S&P 500 Index","PSQ":"纳指反向ETF"},"source_url":"https://www.cnbc.com/2021/07/05/stock-market-open-to-close-news.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1116255026","content_text":"Stock futures were flat in overnight trading on Monday as Wall Street gets set to kick off the holiday-shortened week with the S&P 500 at a record high.\nFutures on the Dow Jones Industrial Average rose just 30 points. S&P 500 futures were little changed and Nasdaq 100 futures dipped less than 0.1%. U.S. markets remained closed for the July 4 Independence Day holiday.\nWest Texas Intermediate crude rose above $76 a barrel as a key meeting between oil producer group OPEC and its partners on crude output policyhas been called off. The postponement came as the United Arab Emirates rejected a proposal to extend oil production increase for a second day.\nThe S&P 500 is coming off a seven-day winning streak, its longest since August, amid a string of solid economic reports including a better-than-expected jobs report on Friday. The tech-heavy Nasdaq Composite also reached a record high in the previous session.\nThe economy added 850,000 jobs last month, according to the Bureau of Labor Statistics. Economists surveyed by Dow Jones were expecting an addition of 706,000.\nStill, many on Wall Street expect smaller and choppier gains from the rest of the year after a strong performance in the first half amid a historic economic reopening. The S&P 500 is up nearly 16% year to date.\n“The US economy is booming, but this is now a known known and asset markets reflect it. What isn’t so clear anymore is at what price this growth will accrue,” Michael Wilson, chief U.S. equity strategist at Morgan Stanley, said in a note.\n“Higher costs mean lower profits, another reason why the overall equity market has been narrowing... equity markets are likely to take a break this summer as things heat up,” Wilson said.\nWall Street’s consensus year-end target for the S&P 500 stands at 4,276, representing a near 2% loss from Friday’s close of 4,352.34, according to the CNBC Market Strategist Survey that rounds up 16 top strategists’ forecasts.\nInvestors await the release of June Federal Open Market Committee meeting minutes due Wednesday for clues about the central bank’s behind-the-scenes discussions on winding down its quantitative easing program.","news_type":1},"isVote":1,"tweetType":1,"viewCount":166,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":129282536,"gmtCreate":1624373950925,"gmtModify":1703834880275,"author":{"id":"3582633493554563","authorId":"3582633493554563","name":"tkltkl","avatar":"https://static.tigerbbs.com/42fe1d9beb5610061b288720768fd77b","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582633493554563","authorIdStr":"3582633493554563"},"themes":[],"htmlText":"Like n comments pls","listText":"Like n comments pls","text":"Like n comments pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/129282536","repostId":"1186919064","repostType":2,"repost":{"id":"1186919064","kind":"news","pubTimestamp":1624352931,"share":"https://ttm.financial/m/news/1186919064?lang=&edition=fundamental","pubTime":"2021-06-22 17:08","market":"us","language":"en","title":"Will Disney Stock Split This Year?","url":"https://stock-news.laohu8.com/highlight/detail?id=1186919064","media":"seekingalpha","summary":"Disney's stock split history is reviewed for the possibility of a repeat this year.Its financials and cash flows are negatively impacted by the pandemic but analysts are projecting a strong recovery in the next few years.The Walt Disney Company could consider another stock split to \"get more people in the stock.\". Readers may come across different answers to the question in the header depending on the sources. According to YCharts, The Walt Disney Company  has had nine stock splits, three betwee","content":"<p><b>Summary</b></p>\n<ul>\n <li>Disney's stock split history is reviewed for the possibility of a repeat this year.</li>\n <li>Its financials and cash flows are negatively impacted by the pandemic but analysts are projecting a strong recovery in the next few years.</li>\n <li>If the consensus estimates come true, the share price of DIS has much room to head north in line with the EPS growth.</li>\n <li>The Walt Disney Company could consider another stock split to \"get more people in the stock.\"</li>\n</ul>\n<p><b>Has Disney Stock Ever Split?</b></p>\n<p>Readers may come across different answers to the question in the header depending on the sources. According to YCharts, The Walt Disney Company (DIS) has had nine stock splits, three between 1985 and 2000, and six prior to 1980.</p>\n<p><img src=\"https://static.tigerbbs.com/fd38f0d03c0480c1f6728aa9e8dd5cfb\" tg-width=\"640\" tg-height=\"431\" referrerpolicy=\"no-referrer\"></p>\n<p>On the other hand,<i>Stock Split History</i>and<i>Yahoo Finance</i>both reflect eight stock splits in Disney's history. However, the exercises in 1962 and 2007 seem more like bonus issues than stock splits. The first \"split\" for DIS stock was dated December 18, 1962. This was a 103 for 100 split, meaning that a shareholder with 100 shares of DIS pre-split will subsequently own 103 shares.</p>\n<p><img src=\"https://static.tigerbbs.com/98283a2c39510a381b9f91cdc416f6f8\" tg-width=\"274\" tg-height=\"329\" referrerpolicy=\"no-referrer\"></p>\n<p><i>Source:StockSplitHistory.com</i></p>\n<p>As with all corporate matters, investors should refer to the official announcements to be sure. From Walt Disney's website under the Investor Relations section, the company provided a neat table under the Frequently Asked Questions [FAQs]. The table showed only seven past stock splits that happened between 1956 and 1998. This meant that DIS stock has not split for over two decades. Also, it shows that Walt Disney does not consider the 103 shares for 100 shares and 1,014 shares for 1,000 shares as stock splits.</p>\n<p><img src=\"https://static.tigerbbs.com/a398b378fd1cb185e5fe95cbaf2513d7\" tg-width=\"640\" tg-height=\"232\" referrerpolicy=\"no-referrer\"></p>\n<p><i>Source: The Walt Disney Company</i></p>\n<p><b>Is Disney Stock Going To Split Again?</b></p>\n<p>Tesla (TSLA) and Nvidia (NVDA) were among the prominent few companies that underwent stock splits recently. When Tesla announced itsfirst-ever stock spliton August 11 last year, the stock jumped from a pre-split price of $1374.4 to as high as $1585 the next day before closing at $1554.75. TSLA went on to clock further gains the rest of the month, appreciating over 80 percent by the end of August 2020.</p>\n<p>Nvidia announced in May that its decision to do afour-for-one stock splitwas approved by the board. Its shares were trading above $500 before the announcement and are priced around $750 currently. Nvidia justified the proposed stock split as enabling its shares to become \"more accessible to investors and employees.\"</p>\n<p>The share price of Disney is currently around $172. It hit a high of $203.02 on March 8, 2021. Even at the peak, the share price was a fraction of what TSLA and NVDA were trading at prior to their stock split announcements. As such, is there an impetus for Disney?</p>\n<p>Well, the last time Disney had a stock split was July 9, 1998, and the pre-split share price was only $111. Apart from one stock split in 1973, the last six stock splits were done when its share price was below $200. A quote often attributed to Mark Twain goes: \"History doesn't repeat itself, but it often rhymes.\" It is probably timely to consider Disney could conduct a fresh stock split as its stock heads back towards $200.</p>\n<p>Disney's Valuation And Prospects Support A Stock Split</p>\n<p>The Walt Disney Company appeared to be heading for disaster when the COVID-19 pandemic struck last year. Its Disneyland theme parks and hotels around the world had to be shut for extended periods. Its cruise line and retail stores had to close for business as well. Its movies couldn't be shown as theaters were shut while film and TV productions had to be halted too.</p>\n<p>The challenges that the House of the Mouse faced were unprecedented. In the second fiscal quarter of 2020, its adjusted EPS fell to $0.60 a share from $1.61 a year earlier primarily due to the suspended operations.</p>\n<p>The management took proactive steps during the second quarter of 2020 to enhance Disney's liquidity position by issuing $6 billion of term debt. A week after the quarter ended, it issued another $925 million in term debt. In terms of net financial debt, however, Disney managed to hold steady and did not exceed the peak of above $50 billion following the addition of debt load to its balance sheet from the 21st Century Fox acquisition in 2019.</p>\n<p><img src=\"https://static.tigerbbs.com/cbd5da32f627c04144c275782ef135e7\" tg-width=\"640\" tg-height=\"432\" referrerpolicy=\"no-referrer\"></p>\n<p>Although Disney's debt level remains elevated at 28 percent, its debt-to-assets remained close to its five-year average at around 25 percent. It is also comparatively lower than its industry peers. ViacomCBS (VIAC)(VIACA) has a debt-to-assets of 32.5 percent while Comcast (CMCSA) has a debt-to-assets of 37.2 percent. Netflix (NFLX) doesn't own any attraction parks but it has the highest debt-to-assets of 38.8 percent.</p>\n<p><img src=\"https://static.tigerbbs.com/7ff01b9033cebf8c5e4fb15976c0d266\" tg-width=\"640\" tg-height=\"480\" referrerpolicy=\"no-referrer\"></p>\n<p>Looking at the debt-to-equity ratio, The Walt Disney Company is also the lowest among its peers. This suggests that Disney's capital structure could be conservative in its approach to debt relative to the industry.</p>\n<p><img src=\"https://static.tigerbbs.com/c53bbfa821e92f67b05ae6c4a418bad0\" tg-width=\"640\" tg-height=\"480\" referrerpolicy=\"no-referrer\"></p>\n<p>However, dividend investors may have been disappointed with the decision of Disney's Board to forego the payment of dividends last year. Its last payment of $0.88 per share was on January 16, 2020, for those who had the shares on the record date of December 16, 2019.</p>\n<p><img src=\"https://static.tigerbbs.com/86b599e7a38c7af0abe617f3e95e54a5\" tg-width=\"640\" tg-height=\"446\" referrerpolicy=\"no-referrer\"></p>\n<p>Bob Chapek, the Chief Executive Officer of Disney, said during the Credit Suisse 23rd Annual Communications Conference held on June 14 that the Board of Directors is prioritizing thefunding of its Direct-to-Consumer[DTC] business. He added that dividends will be \"a part of our long-term capital allocation strategy, for sure.\"</p>\n<p>Chapek also revealed what the board is considering:</p>\n<blockquote>\n \"...they'll take into account what they’ve taken into account in the past, which is, what's our strategic investment outlook, where our alternative uses of capital and what are those priorities? What our financial leverage look like coming out of COVID? What the operating environment look like in terms of the release of restrictions that we've got that might constrain our business going forward, or at least give us some time to actually ramp back up to full operating mode, if you will? And what's really just the overall recovery of our businesses across the entire enterprise?\"\n</blockquote>\n<p>For now, Disney's financials are constrained. Its free cash flow is at a depressed level historically, primarily due to the weak cash from operations which in turn is due to the low revenue. The cash from operations on a trailing-twelve-month basis is at a multi-year low of $4.3 billion. Its new star division, Disney+, is unable to singlehandedly lift the company from its pandemic-impacted operations.</p>\n<p><img src=\"https://static.tigerbbs.com/501540384c7735541ed0eeb33116a073\" tg-width=\"640\" tg-height=\"447\" referrerpolicy=\"no-referrer\"></p>\n<p>Nevertheless, Wall Street analysts are not perturbed by the short-term difficulties faced by Disney. The consensus EPS estimate for the fiscal period ending September 2025 is $8.72, implying a sub-20 times forward P/E, a sharp drop from the one-year forward P/E of 72 times. It's thus likely that the share price would rise to bring the P/E ratio above the \"bargain\" sub-20 times level, increasing the justification for a stock split.</p>\n<p><img src=\"https://static.tigerbbs.com/f33bdfa14f2e1f94d872349194cef3d1\" tg-width=\"640\" tg-height=\"281\" referrerpolicy=\"no-referrer\"></p>\n<p><i>Source: Seeking Alpha Premium</i></p>\n<p><b>Additional Justifications For A DIS Stock Split</b></p>\n<p>Given that one of the reasons for doing a stock split is to bring the share price much lower than the current level, double-digit pricing certainly fits the bill. A rhetorical repeat of a 3:1 stock split would bring the share price of Disney to around $57, making it look affordable psychologically, even though it is meaningless from the valuation angle.</p>\n<p>On the other hand, it appears that Disney prefers the prestige of a larger share price, given that it has long resisted a stock split (the last one being over 20 years ago). The management of Disney might regard DIS stock's elevated share price as a reflection of its achievements, especially considering the challenges during the pandemic. A stock split bringing the share price substantially lower has the reverse effect, making the company look less accomplished compared to, say, Amazon.com, Inc. (AMZN) with its quadruple-digit share price.</p>\n<p>At the same time, while we recognize that calling a stock \"expensive\" based on the absolute price might sound silly, it is not uncommon to come across comments lamenting that tickers with share prices in the high triple-digits are \"expensive\" and those with single-digit share prices are \"bargains\".</p>\n<p>Given the option of purchasing partial shares provided by certain brokerages, the impetus to do a split is further diminished. However, judging from the cryptocurrency market, the notion that the price levels do have an effect on investors' mentality shouldn't be dismissed. For instance, the much lower-priced Dogecoin (DOGE-USD) appears to be more favored whether by short-term traders or longer-term investors compared to Bitcoin (BTC-USD).</p>\n<p><img src=\"https://static.tigerbbs.com/efb4b1d5343c9d189af17f7d9d72de30\" tg-width=\"640\" tg-height=\"446\" referrerpolicy=\"no-referrer\"></p>\n<p>Another oft-mentioned reason that companies do stock split is to improve their chances to enter the Dow Jones Industrial Average, one of the oldest and the most commonly followed equity indices. This is because the Dow is a price-weighted measurement stock market index and a high-priced component would skew the index.</p>\n<p>However, The Walt Disney Company is already a Dow component since May 6, 1991. Hence, this would not be a motivation. Nevertheless, those who trade options may welcome a stock split as it makes the option contracts more affordable.</p>\n<p>Whether a DIS stock split would happen this year is another big question. Fundamentally as I discussed earlier, it's a matter of time investors regain confidence in Disney's growth potential. Chart-wise, however, doesn't look good for Disney stock. Its gap in December last year has yet to be filled.</p>\n<p>At the same time, there appears to be a tail-end formation of a head-and-shoulder pattern, a bearish sign. Investors may wish to consider the mentioned factors instead of just looking at a potential jump should Disney announce a stock split.</p>\n<p><img src=\"https://static.tigerbbs.com/eee7ab6b1236c4ed57d19afc78319174\" tg-width=\"640\" tg-height=\"247\"><i>Source: Yahoo Finance</i></p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Will Disney Stock Split This Year?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWill Disney Stock Split This Year?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-22 17:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4435877-will-disney-stock-split><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nDisney's stock split history is reviewed for the possibility of a repeat this year.\nIts financials and cash flows are negatively impacted by the pandemic but analysts are projecting a strong ...</p>\n\n<a href=\"https://seekingalpha.com/article/4435877-will-disney-stock-split\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIS":"迪士尼"},"source_url":"https://seekingalpha.com/article/4435877-will-disney-stock-split","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1186919064","content_text":"Summary\n\nDisney's stock split history is reviewed for the possibility of a repeat this year.\nIts financials and cash flows are negatively impacted by the pandemic but analysts are projecting a strong recovery in the next few years.\nIf the consensus estimates come true, the share price of DIS has much room to head north in line with the EPS growth.\nThe Walt Disney Company could consider another stock split to \"get more people in the stock.\"\n\nHas Disney Stock Ever Split?\nReaders may come across different answers to the question in the header depending on the sources. According to YCharts, The Walt Disney Company (DIS) has had nine stock splits, three between 1985 and 2000, and six prior to 1980.\n\nOn the other hand,Stock Split HistoryandYahoo Financeboth reflect eight stock splits in Disney's history. However, the exercises in 1962 and 2007 seem more like bonus issues than stock splits. The first \"split\" for DIS stock was dated December 18, 1962. This was a 103 for 100 split, meaning that a shareholder with 100 shares of DIS pre-split will subsequently own 103 shares.\n\nSource:StockSplitHistory.com\nAs with all corporate matters, investors should refer to the official announcements to be sure. From Walt Disney's website under the Investor Relations section, the company provided a neat table under the Frequently Asked Questions [FAQs]. The table showed only seven past stock splits that happened between 1956 and 1998. This meant that DIS stock has not split for over two decades. Also, it shows that Walt Disney does not consider the 103 shares for 100 shares and 1,014 shares for 1,000 shares as stock splits.\n\nSource: The Walt Disney Company\nIs Disney Stock Going To Split Again?\nTesla (TSLA) and Nvidia (NVDA) were among the prominent few companies that underwent stock splits recently. When Tesla announced itsfirst-ever stock spliton August 11 last year, the stock jumped from a pre-split price of $1374.4 to as high as $1585 the next day before closing at $1554.75. TSLA went on to clock further gains the rest of the month, appreciating over 80 percent by the end of August 2020.\nNvidia announced in May that its decision to do afour-for-one stock splitwas approved by the board. Its shares were trading above $500 before the announcement and are priced around $750 currently. Nvidia justified the proposed stock split as enabling its shares to become \"more accessible to investors and employees.\"\nThe share price of Disney is currently around $172. It hit a high of $203.02 on March 8, 2021. Even at the peak, the share price was a fraction of what TSLA and NVDA were trading at prior to their stock split announcements. As such, is there an impetus for Disney?\nWell, the last time Disney had a stock split was July 9, 1998, and the pre-split share price was only $111. Apart from one stock split in 1973, the last six stock splits were done when its share price was below $200. A quote often attributed to Mark Twain goes: \"History doesn't repeat itself, but it often rhymes.\" It is probably timely to consider Disney could conduct a fresh stock split as its stock heads back towards $200.\nDisney's Valuation And Prospects Support A Stock Split\nThe Walt Disney Company appeared to be heading for disaster when the COVID-19 pandemic struck last year. Its Disneyland theme parks and hotels around the world had to be shut for extended periods. Its cruise line and retail stores had to close for business as well. Its movies couldn't be shown as theaters were shut while film and TV productions had to be halted too.\nThe challenges that the House of the Mouse faced were unprecedented. In the second fiscal quarter of 2020, its adjusted EPS fell to $0.60 a share from $1.61 a year earlier primarily due to the suspended operations.\nThe management took proactive steps during the second quarter of 2020 to enhance Disney's liquidity position by issuing $6 billion of term debt. A week after the quarter ended, it issued another $925 million in term debt. In terms of net financial debt, however, Disney managed to hold steady and did not exceed the peak of above $50 billion following the addition of debt load to its balance sheet from the 21st Century Fox acquisition in 2019.\n\nAlthough Disney's debt level remains elevated at 28 percent, its debt-to-assets remained close to its five-year average at around 25 percent. It is also comparatively lower than its industry peers. ViacomCBS (VIAC)(VIACA) has a debt-to-assets of 32.5 percent while Comcast (CMCSA) has a debt-to-assets of 37.2 percent. Netflix (NFLX) doesn't own any attraction parks but it has the highest debt-to-assets of 38.8 percent.\n\nLooking at the debt-to-equity ratio, The Walt Disney Company is also the lowest among its peers. This suggests that Disney's capital structure could be conservative in its approach to debt relative to the industry.\n\nHowever, dividend investors may have been disappointed with the decision of Disney's Board to forego the payment of dividends last year. Its last payment of $0.88 per share was on January 16, 2020, for those who had the shares on the record date of December 16, 2019.\n\nBob Chapek, the Chief Executive Officer of Disney, said during the Credit Suisse 23rd Annual Communications Conference held on June 14 that the Board of Directors is prioritizing thefunding of its Direct-to-Consumer[DTC] business. He added that dividends will be \"a part of our long-term capital allocation strategy, for sure.\"\nChapek also revealed what the board is considering:\n\n \"...they'll take into account what they’ve taken into account in the past, which is, what's our strategic investment outlook, where our alternative uses of capital and what are those priorities? What our financial leverage look like coming out of COVID? What the operating environment look like in terms of the release of restrictions that we've got that might constrain our business going forward, or at least give us some time to actually ramp back up to full operating mode, if you will? And what's really just the overall recovery of our businesses across the entire enterprise?\"\n\nFor now, Disney's financials are constrained. Its free cash flow is at a depressed level historically, primarily due to the weak cash from operations which in turn is due to the low revenue. The cash from operations on a trailing-twelve-month basis is at a multi-year low of $4.3 billion. Its new star division, Disney+, is unable to singlehandedly lift the company from its pandemic-impacted operations.\n\nNevertheless, Wall Street analysts are not perturbed by the short-term difficulties faced by Disney. The consensus EPS estimate for the fiscal period ending September 2025 is $8.72, implying a sub-20 times forward P/E, a sharp drop from the one-year forward P/E of 72 times. It's thus likely that the share price would rise to bring the P/E ratio above the \"bargain\" sub-20 times level, increasing the justification for a stock split.\n\nSource: Seeking Alpha Premium\nAdditional Justifications For A DIS Stock Split\nGiven that one of the reasons for doing a stock split is to bring the share price much lower than the current level, double-digit pricing certainly fits the bill. A rhetorical repeat of a 3:1 stock split would bring the share price of Disney to around $57, making it look affordable psychologically, even though it is meaningless from the valuation angle.\nOn the other hand, it appears that Disney prefers the prestige of a larger share price, given that it has long resisted a stock split (the last one being over 20 years ago). The management of Disney might regard DIS stock's elevated share price as a reflection of its achievements, especially considering the challenges during the pandemic. A stock split bringing the share price substantially lower has the reverse effect, making the company look less accomplished compared to, say, Amazon.com, Inc. (AMZN) with its quadruple-digit share price.\nAt the same time, while we recognize that calling a stock \"expensive\" based on the absolute price might sound silly, it is not uncommon to come across comments lamenting that tickers with share prices in the high triple-digits are \"expensive\" and those with single-digit share prices are \"bargains\".\nGiven the option of purchasing partial shares provided by certain brokerages, the impetus to do a split is further diminished. However, judging from the cryptocurrency market, the notion that the price levels do have an effect on investors' mentality shouldn't be dismissed. For instance, the much lower-priced Dogecoin (DOGE-USD) appears to be more favored whether by short-term traders or longer-term investors compared to Bitcoin (BTC-USD).\n\nAnother oft-mentioned reason that companies do stock split is to improve their chances to enter the Dow Jones Industrial Average, one of the oldest and the most commonly followed equity indices. This is because the Dow is a price-weighted measurement stock market index and a high-priced component would skew the index.\nHowever, The Walt Disney Company is already a Dow component since May 6, 1991. Hence, this would not be a motivation. Nevertheless, those who trade options may welcome a stock split as it makes the option contracts more affordable.\nWhether a DIS stock split would happen this year is another big question. Fundamentally as I discussed earlier, it's a matter of time investors regain confidence in Disney's growth potential. Chart-wise, however, doesn't look good for Disney stock. Its gap in December last year has yet to be filled.\nAt the same time, there appears to be a tail-end formation of a head-and-shoulder pattern, a bearish sign. Investors may wish to consider the mentioned factors instead of just looking at a potential jump should Disney announce a stock split.\nSource: Yahoo Finance","news_type":1},"isVote":1,"tweetType":1,"viewCount":140,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":174043815,"gmtCreate":1627054147837,"gmtModify":1703483520784,"author":{"id":"3582633493554563","authorId":"3582633493554563","name":"tkltkl","avatar":"https://static.tigerbbs.com/42fe1d9beb5610061b288720768fd77b","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582633493554563","authorIdStr":"3582633493554563"},"themes":[],"htmlText":"Let's see&nbsp;","listText":"Let's see&nbsp;","text":"Let's see","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/174043815","repostId":"2153983997","repostType":4,"repost":{"id":"2153983997","kind":"highlight","pubTimestamp":1627045860,"share":"https://ttm.financial/m/news/2153983997?lang=&edition=fundamental","pubTime":"2021-07-23 21:11","market":"us","language":"en","title":"3 Stocks to Buy Whether or Not a Market Crash Is Near","url":"https://stock-news.laohu8.com/highlight/detail?id=2153983997","media":"Motley Fool","summary":"Maybe the market is about to crash, and maybe it isn't. These stocks look like good picks either way.","content":"<p>Rising COVID-19 cases. Concerns about the highly contagious delta variant. The possibility of another housing bubble bursting. These are some of the reasons why worries are increasing among investors that a stock market crash could be on the way.</p>\n<p>One of the biggest stock market bears, Harry Dent Jr., who predicted the dot.com bubble collapsing, even thinks that a market meltdown is likely within the next three months. Is all of the pessimism warranted? Maybe, maybe not.</p>\n<p>If you're leery about what's around the corner, here are three stocks to buy if a market crash is coming soon. And the great news about these stocks is that they're solid picks even if it doesn't happen.</p>\n<p><img src=\"https://static.tigerbbs.com/3105d12ec8b203883b5e91a709172e8b\" tg-width=\"700\" tg-height=\"514\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: <a href=\"https://laohu8.com/S/GTY\">Getty</a> Images.</p>\n<h3>BioNTech</h3>\n<p>I personally don't think a stock market crash is just around the corner. If <a href=\"https://laohu8.com/S/AONE.U\">one</a> is, though, I suspect the cause will be the combination of the COVID-19 pandemic and sky-high market valuations. Assuming I'm right,&nbsp;<b>BioNTech</b> (NASDAQ:BNTX) should soar if the market crashes.</p>\n<p>A massive market sell-off due to COVID-19 worries would almost certainly light a fire beneath the stocks of the leading vaccine makers. My view is that BioNTech would be <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the biggest winners in the group.</p>\n<p>BioNTech and its partner <b><a href=\"https://laohu8.com/S/PFE\">Pfizer</a></b> (NYSE:PFE) are already moving forward with plans to test a vaccine that specifically targets the delta variant. That gives the companies a head start. BioNTech is by far the smallest of the companies with COVID-19 vaccines already on the market, which makes its shares more likely to jump higher on a positive catalyst. It's also easily the cheapest of these vaccine stocks, based on forward earnings multiples.</p>\n<p>What if there isn't an imminent market crash? BioNTech is still set to rake in billions of dollars with sales of its COVID-19 vaccine. The company will almost certainly use its growing cash stockpile to invest in expanding its pipeline. I think that BioNTech will be a winner over the long term, regardless of what happens over the short term.</p>\n<h3><a href=\"https://laohu8.com/S/DG\">Dollar General</a></h3>\n<p>I've maintained for a long time that&nbsp;<b>Dollar <a href=\"https://laohu8.com/S/BGC\">General</a></b> (NYSE:DG) is one of the best stocks to own during a market downturn. That view seemed to be confirmed during the big market meltdown last year.</p>\n<p><img src=\"https://static.tigerbbs.com/b0e75aa27d2d22b4296c80687da5be97\" tg-width=\"720\" tg-height=\"449\" referrerpolicy=\"no-referrer\"></p>\n<p>DG data by YCharts.</p>\n<p>Shares of Dollar General fell at first, but not nearly as much as most stocks did. Dollar General stock also rebounded much more quickly and trounced the overall market's return throughout the rest of the year.</p>\n<p>During uncertain times, consumers tighten their purse strings. That makes discount retailers such as Dollar General more attractive than ever.</p>\n<p>Even when the overall market performs well, though, Dollar General should still be able to grow. As a case in point, the company's shares delivered more than double the gain that the <b>S&amp;P 500</b> index did in the five years leading up to 2020 when the market was roaring.</p>\n<p>I think that Dollar General will be able to continue to beat the market. It's moving forward with an aggressive expansion strategy. The company is also undertaking a major initiative to \"establish itself as a health destination.\" While Dollar General didn't provide many details on exactly what its plans are, moving more into healthcare sounds like a smart move to me.</p>\n<h3>Viatris</h3>\n<p>There are at least two reasons why a given stock might hold up well during a big market sell-off. One is that its underlying business isn't impacted much by the reason behind the broader plunge. Another is that the stock is so cheap that investors scoop up shares if it falls much below its existing price. My take is that&nbsp;<b>Viatris</b> (NASDAQ:VTRS) qualifies on both of these criteria.</p>\n<p>Viatris specializes in biosimilars and generic drugs. Patients need these drugs, regardless of what the stock market does. The drugs are also less expensive than branded prescription drugs.</p>\n<p>The stock is irrefutably dirt cheap. Viatris' shares trade at a little over four times expected earnings. It's unlikely that the stock is going to move much lower because it would simply be too much of a steal for investors to ignore.</p>\n<p>Granted, Viatris probably won't keep up with the overall stock market's performance if the current uptrend continues. However, the company's dividend is attractive. And over the next several years, Viatris should achieve synergies resulting from the merger of Pfizer's Upjohn unit and Mylan, as well as launch new products that should drive growth.</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>3 Stocks to Buy Whether or Not a Market Crash Is Near</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Stocks to Buy Whether or Not a Market Crash Is Near\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-23 21:11 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/07/23/3-stocks-to-buy-whether-or-not-a-market-crash-is-n/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Rising COVID-19 cases. Concerns about the highly contagious delta variant. The possibility of another housing bubble bursting. These are some of the reasons why worries are increasing among investors ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/07/23/3-stocks-to-buy-whether-or-not-a-market-crash-is-n/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"VTRS":"Viatris Inc.","DG":"美国达乐公司","BNTX":"BioNTech SE"},"source_url":"https://www.fool.com/investing/2021/07/23/3-stocks-to-buy-whether-or-not-a-market-crash-is-n/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2153983997","content_text":"Rising COVID-19 cases. Concerns about the highly contagious delta variant. The possibility of another housing bubble bursting. These are some of the reasons why worries are increasing among investors that a stock market crash could be on the way.\nOne of the biggest stock market bears, Harry Dent Jr., who predicted the dot.com bubble collapsing, even thinks that a market meltdown is likely within the next three months. Is all of the pessimism warranted? Maybe, maybe not.\nIf you're leery about what's around the corner, here are three stocks to buy if a market crash is coming soon. And the great news about these stocks is that they're solid picks even if it doesn't happen.\n\nImage source: Getty Images.\nBioNTech\nI personally don't think a stock market crash is just around the corner. If one is, though, I suspect the cause will be the combination of the COVID-19 pandemic and sky-high market valuations. Assuming I'm right, BioNTech (NASDAQ:BNTX) should soar if the market crashes.\nA massive market sell-off due to COVID-19 worries would almost certainly light a fire beneath the stocks of the leading vaccine makers. My view is that BioNTech would be one of the biggest winners in the group.\nBioNTech and its partner Pfizer (NYSE:PFE) are already moving forward with plans to test a vaccine that specifically targets the delta variant. That gives the companies a head start. BioNTech is by far the smallest of the companies with COVID-19 vaccines already on the market, which makes its shares more likely to jump higher on a positive catalyst. It's also easily the cheapest of these vaccine stocks, based on forward earnings multiples.\nWhat if there isn't an imminent market crash? BioNTech is still set to rake in billions of dollars with sales of its COVID-19 vaccine. The company will almost certainly use its growing cash stockpile to invest in expanding its pipeline. I think that BioNTech will be a winner over the long term, regardless of what happens over the short term.\nDollar General\nI've maintained for a long time that Dollar General (NYSE:DG) is one of the best stocks to own during a market downturn. That view seemed to be confirmed during the big market meltdown last year.\n\nDG data by YCharts.\nShares of Dollar General fell at first, but not nearly as much as most stocks did. Dollar General stock also rebounded much more quickly and trounced the overall market's return throughout the rest of the year.\nDuring uncertain times, consumers tighten their purse strings. That makes discount retailers such as Dollar General more attractive than ever.\nEven when the overall market performs well, though, Dollar General should still be able to grow. As a case in point, the company's shares delivered more than double the gain that the S&P 500 index did in the five years leading up to 2020 when the market was roaring.\nI think that Dollar General will be able to continue to beat the market. It's moving forward with an aggressive expansion strategy. The company is also undertaking a major initiative to \"establish itself as a health destination.\" While Dollar General didn't provide many details on exactly what its plans are, moving more into healthcare sounds like a smart move to me.\nViatris\nThere are at least two reasons why a given stock might hold up well during a big market sell-off. One is that its underlying business isn't impacted much by the reason behind the broader plunge. Another is that the stock is so cheap that investors scoop up shares if it falls much below its existing price. My take is that Viatris (NASDAQ:VTRS) qualifies on both of these criteria.\nViatris specializes in biosimilars and generic drugs. Patients need these drugs, regardless of what the stock market does. The drugs are also less expensive than branded prescription drugs.\nThe stock is irrefutably dirt cheap. Viatris' shares trade at a little over four times expected earnings. It's unlikely that the stock is going to move much lower because it would simply be too much of a steal for investors to ignore.\nGranted, Viatris probably won't keep up with the overall stock market's performance if the current uptrend continues. However, the company's dividend is attractive. And over the next several years, Viatris should achieve synergies resulting from the merger of Pfizer's Upjohn unit and Mylan, as well as launch new products that should drive growth.","news_type":1},"isVote":1,"tweetType":1,"viewCount":74,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":110020706,"gmtCreate":1622417963405,"gmtModify":1704183920752,"author":{"id":"3582633493554563","authorId":"3582633493554563","name":"tkltkl","avatar":"https://static.tigerbbs.com/42fe1d9beb5610061b288720768fd77b","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582633493554563","authorIdStr":"3582633493554563"},"themes":[],"htmlText":"Daily post comment.. Help to comment pls... Good day","listText":"Daily post comment.. Help to comment pls... Good day","text":"Daily post comment.. Help to comment pls... Good day","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/110020706","repostId":"1127487048","repostType":4,"repost":{"id":"1127487048","kind":"news","pubTimestamp":1622416539,"share":"https://ttm.financial/m/news/1127487048?lang=&edition=fundamental","pubTime":"2021-05-31 07:15","market":"us","language":"en","title":"Zoom, Lululemon, Canopy Growth and Other Stocks for Investors to See This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1127487048","media":"Barron's","summary":"U.S. stock and bond markets are closed Monday for Memorial Day. Investors will return from the long ","content":"<p>U.S. stock and bond markets are closed Monday for Memorial Day. <a href=\"https://laohu8.com/S/ISBC\">Investors</a> will return from the long weekend to a handful of notable companies’ quarterly results.&nbsp;<a href=\"https://laohu8.com/S/ZM\">Zoom</a> Video <a href=\"https://laohu8.com/S/JCS\">Communications</a>,Canopy Growth,and&nbsp;Hewlett Packard Enterprisereport on Tuesday, followed by&nbsp;Advance Auto Partson Wednesday. On Thursday,&nbsp;<a href=\"https://laohu8.com/S/AVGO\">Broadcom</a>,DocuSign,and&nbsp;Lululemon&nbsp;Athletica release results.</p><p>The highlight on the economic-data calendar this week will be Friday’s May jobs report from the Bureau of Labor Statistics. The consensus forecast is for a gain of 700,000 nonfarm payrolls, after a disappointing 266,000 in April. The unemployment rate is expected to tick down&nbsp;to 5.9%, from 6.1%.</p><p>Other data out this week include the Institute for Supply Management’s Manufacturing Purchasing Managers’ Index for May on Tuesday and the Services equivalent on Thursday. Both are seen staying roughly even with April’s buoyant levels.&nbsp;The Organization for Economic Cooperation and Development also releases its latest economic outlook on Monday.</p><p>Monday 5/31</p><p><b>Stock and fixed-income</b>&nbsp;markets are closed in observance of Memorial Day.</p><p><b>The Organization</b>for Economic Cooperation and Development releases its latest economic outlook. In its March interim report, the OECD projected a 5.6% growth rate for global gross domestic product in 2021, an upward revision of a full percentage point from the December 2020 forecast.</p><p>Tuesday 6/1</p><p><a href=\"https://laohu8.com/S/BNS\">Bank of Nova Scotia</a>,Canopy Growth, <a href=\"https://laohu8.com/S/HPE\">Hewlett Packard Enterprise</a>, and Zoom Video Communications announce quarterly results.</p><p><b>The Institute for Supply</b>Management releases its Manufacturing Purchasing Managers’ Index for May. Consensus estimate is for a 60.8 reading, roughly even with the April data.</p><p><b>The Census Bureau</b>reports construction spending for April. Expectations are for a 0.6% month-over-month rise to a seasonally adjusted annual rate of $1.52 trillion. Construction spending remains just below its all-time peak in January of this year.</p><p>Wednesday 6/2</p><p><a href=\"https://laohu8.com/S/AAP\">Advance Auto Parts</a>,<a href=\"https://laohu8.com/S/NTAP\">NetApp</a>,and PVH report earnings.</p><p><a href=\"https://laohu8.com/S/PM\">Philip Morris</a> Internationalhosts a webcast led by CEO Jacek Olczak to discuss the company’s sustainability strategy.</p><p><b>The Federal Reserve</b>releases the beige book for the fourth of eight times this year. The report presents anecdotal data on the health of the economy collected by the 12 Federal Reserve Bank districts.</p><p>Thursday 6/3</p><p><b>ADP releases its <a href=\"https://laohu8.com/S/NHLD\">National</a> Employment</b>report for May. Consensus estimate is for a 610,000 gain in nonfarm private-sector employment, following an increase of 742,000 in April.</p><p>Broadcom,CooperCos., DocuSign,J.M. Smucker,and <a href=\"https://laohu8.com/S/LULU\">Lululemon Athletica</a> hold conference calls to discuss earnings.</p><p><b>The Bureau of Economic Analysis</b>reports total light-vehicle sales for May. In April, they hit a seasonally adjusted annual rate of 18.5 million, the highest figure since July 2005.</p><p><b>The ISM releases</b>its Services PMI for May. Consensus estimate is for a 63.2 reading, compared with April’s 62.7 figure.</p><p>Friday 6/4</p><p>Amgenhosts a conference call to discuss drug trial data from its oncology pipeline. The information will be presented at the 2021 <a href=\"https://laohu8.com/S/AFG\">American</a> Society of Clinical Oncology annual meeting, which runs virtually from June 4 through June 8.</p><p><b>The Bureau of Labor</b>Statistics releases the jobs report for May. Economists forecast a 700,000 rise in nonfarm payrolls, after a relatively modest 266,000 gain in April. The unemployment rate is expected to edge down to 5.9% from 6.1%. The April increase was a massive shortfall from the <a href=\"https://laohu8.com/S/AONE\">one</a> million jump expected by some economists.</p>","source":"lsy1610680873436","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Zoom, Lululemon, Canopy Growth and Other Stocks for Investors to See This Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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\">\nZoom, Lululemon, Canopy Growth and Other Stocks for Investors to See This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-31 07:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/zoom-lululemon-canopy-growth-and-other-stocks-for-investors-to-watch-this-week-51622401200><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>U.S. stock and bond markets are closed Monday for Memorial Day. Investors will return from the long weekend to a handful of notable companies’ quarterly results. Zoom Video Communications,Canopy ...</p>\n\n<a href=\"https://www.barrons.com/articles/zoom-lululemon-canopy-growth-and-other-stocks-for-investors-to-watch-this-week-51622401200\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CGC":"Canopy Growth Corporation",".DJI":"道琼斯","ISBC":"投资者银行",".IXIC":"NASDAQ Composite","LULU":"lululemon athletica",".SPX":"S&P 500 Index","ZM":"Zoom"},"source_url":"https://www.barrons.com/articles/zoom-lululemon-canopy-growth-and-other-stocks-for-investors-to-watch-this-week-51622401200","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127487048","content_text":"U.S. stock and bond markets are closed Monday for Memorial Day. Investors will return from the long weekend to a handful of notable companies’ quarterly results. Zoom Video Communications,Canopy Growth,and Hewlett Packard Enterprisereport on Tuesday, followed by Advance Auto Partson Wednesday. On Thursday, Broadcom,DocuSign,and Lululemon Athletica release results.The highlight on the economic-data calendar this week will be Friday’s May jobs report from the Bureau of Labor Statistics. The consensus forecast is for a gain of 700,000 nonfarm payrolls, after a disappointing 266,000 in April. The unemployment rate is expected to tick down to 5.9%, from 6.1%.Other data out this week include the Institute for Supply Management’s Manufacturing Purchasing Managers’ Index for May on Tuesday and the Services equivalent on Thursday. Both are seen staying roughly even with April’s buoyant levels. The Organization for Economic Cooperation and Development also releases its latest economic outlook on Monday.Monday 5/31Stock and fixed-income markets are closed in observance of Memorial Day.The Organizationfor Economic Cooperation and Development releases its latest economic outlook. In its March interim report, the OECD projected a 5.6% growth rate for global gross domestic product in 2021, an upward revision of a full percentage point from the December 2020 forecast.Tuesday 6/1Bank of Nova Scotia,Canopy Growth, Hewlett Packard Enterprise, and Zoom Video Communications announce quarterly results.The Institute for SupplyManagement releases its Manufacturing Purchasing Managers’ Index for May. Consensus estimate is for a 60.8 reading, roughly even with the April data.The Census Bureaureports construction spending for April. Expectations are for a 0.6% month-over-month rise to a seasonally adjusted annual rate of $1.52 trillion. Construction spending remains just below its all-time peak in January of this year.Wednesday 6/2Advance Auto Parts,NetApp,and PVH report earnings.Philip Morris Internationalhosts a webcast led by CEO Jacek Olczak to discuss the company’s sustainability strategy.The Federal Reservereleases the beige book for the fourth of eight times this year. The report presents anecdotal data on the health of the economy collected by the 12 Federal Reserve Bank districts.Thursday 6/3ADP releases its National Employmentreport for May. Consensus estimate is for a 610,000 gain in nonfarm private-sector employment, following an increase of 742,000 in April.Broadcom,CooperCos., DocuSign,J.M. Smucker,and Lululemon Athletica hold conference calls to discuss earnings.The Bureau of Economic Analysisreports total light-vehicle sales for May. In April, they hit a seasonally adjusted annual rate of 18.5 million, the highest figure since July 2005.The ISM releasesits Services PMI for May. Consensus estimate is for a 63.2 reading, compared with April’s 62.7 figure.Friday 6/4Amgenhosts a conference call to discuss drug trial data from its oncology pipeline. The information will be presented at the 2021 American Society of Clinical Oncology annual meeting, which runs virtually from June 4 through June 8.The Bureau of LaborStatistics releases the jobs report for May. Economists forecast a 700,000 rise in nonfarm payrolls, after a relatively modest 266,000 gain in April. The unemployment rate is expected to edge down to 5.9% from 6.1%. The April increase was a massive shortfall from the one million jump expected by some economists.","news_type":1},"isVote":1,"tweetType":1,"viewCount":158,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9061365799,"gmtCreate":1651570748323,"gmtModify":1676534928830,"author":{"id":"3582633493554563","authorId":"3582633493554563","name":"tkltkl","avatar":"https://static.tigerbbs.com/42fe1d9beb5610061b288720768fd77b","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582633493554563","authorIdStr":"3582633493554563"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>so many promoting this counter... Good counter need not promote.","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>so many promoting this counter... Good counter need not promote.","text":"$Palantir Technologies Inc.(PLTR)$so many promoting this counter... Good counter need not promote.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9061365799","isVote":1,"tweetType":1,"viewCount":278,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3580625969745490","authorId":"3580625969745490","name":"Traderopedia","avatar":"https://static.tigerbbs.com/49aa77ad0af13cd80f20edbad1234522","crmLevel":3,"crmLevelSwitch":1,"idStr":"3580625969745490","authorIdStr":"3580625969745490"},"content":"sell off now immediately","text":"sell off now immediately","html":"sell off now immediately"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":131090921,"gmtCreate":1621815346663,"gmtModify":1704362593698,"author":{"id":"3582633493554563","authorId":"3582633493554563","name":"tkltkl","avatar":"https://static.tigerbbs.com/42fe1d9beb5610061b288720768fd77b","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582633493554563","authorIdStr":"3582633493554563"},"themes":[],"htmlText":"Daily task please like and comment thank you&nbsp;","listText":"Daily task please like and comment thank you&nbsp;","text":"Daily task please like and comment thank you","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/131090921","repostId":"2137827351","repostType":4,"repost":{"id":"2137827351","kind":"news","pubTimestamp":1621788339,"share":"https://ttm.financial/m/news/2137827351?lang=&edition=fundamental","pubTime":"2021-05-24 00:45","market":"us","language":"en","title":"Inflation data, consumer confidence: What to know this week","url":"https://stock-news.laohu8.com/highlight/detail?id=2137827351","media":"Yahoo Finance","summary":"Investors this week are poised to receive a number of key economic data reports offering the latest ","content":"<p>Investors this week are poised to receive a number of key economic data reports offering the latest look at the state of inflation in the U.S., with investors and consumers alike jittery at the prospects of rising prices during the post-pandemic recovery.</p><p>The U.S. Bureau of Economic Analysis will release its April personal consumption expenditures (PCE) index on Friday. The print is expected to show a rise of 3.5% in April over last year for the biggest increase since 2008, according to Bloomberg consensus data. This would also accelerate after a year-on-year jump of 2.3% in March. On a month-over-month basis, the PCE likely increased by 0.6%, accelerating after a 0.5% increase during the prior month.</p><p>Stripping away volatile food and energy prices, the so-called core PCE is expected to have increased by 2.9% in April over last year, which would be the largest jump in more than two decades.</p><p>Though the core PCE serves as the Federal Reserve's preferred inflation gauge, the expected surge in this week's inflation reports are unlikely to provoke immediate concern for the central bank. Federal Reserve Chair Jerome Powell has said repeatedly he believes inflationary pressures this year will be \"transitory,\" largely reflecting base effects as this year's data lap last year's pandemic-depressed levels. And for years previously, inflation ran well below the central bank's targeted levels.</p><p>In the words of the central bank's latest monetary policy statement, Federal Open Market Committee members wrote, \"With inflation running persistently below this longer-run goal, the Committee will aim to achieve inflation moderately above 2% for some time so that inflation averages 2% over time and longer‑term inflation expectations remain well anchored at 2%.\" In other words, the Fed has suggested monetary policy would remain as is — with interest rates near zero and the Fed's asset purchases taking place at a rate of $120 billion per month — as the economic recovery out of the pandemic progresses.</p><p>Still, the market has suggested it might need more convincing before agreeing that the jump in inflation will not be long-lasting or prompt a change in the Fed's current ultra-accommodative monetary policy positioning. Longer-duration assets like growth and technology stocks have especially come under pressure in recent months amid inflationary concerns, given prospects that higher rates might undercut future earnings potential. The information technology sector has sharply underperformed the broader S&amp;P 500 so far this year, reversing course after outperforming strongly in 2020.</p><p><img src=\"https://s.yimg.com/os/creatr-uploaded-images/2021-05/0dd5d170-bb4b-11eb-aaed-1d008e6a3a00\" tg-width=\"4660\" tg-height=\"3062\" referrerpolicy=\"no-referrer\">SAN FRANCISCO, CALIFORNIA - APRIL 15: A pedestrian carries a shopping bag as he walks through the Union Square shopping district on April 15, 2021 in San Francisco, California. According to a report by the U.S. Commerce Department, retail sales surged 9.8 percent in March as Americans started to spend $1,400 government stimulus checks. (Photo by Justin Sullivan/Getty Images)Justin Sullivan via Getty Images</p><p>\"Markets have basically made inflation the battleground issue for determining whether or not it's really this rotation trade that'll win out the rest of this year, or whether it's the tech and growth stocks that won out last year,\" James Liu, Clearnomics founder and CEO, told Yahoo Finance last week. \"You've seen this bounce back and forth throughout the course of this year.\"</p><p>Heading into this week's PCE report, a number of other inflation prints have also exceeded expectations, pointing to an increase in both consumer and producer prices. Government data showed that headline consumer prices surged by a faster than expected 4.2% last month. Excluding food and energy, prices jumped 0.9% in April and were up 3.0% over the year. And producer prices also came in higher than expected, with core producer prices rising 4.1% in April over last year versus the 3.8% increase expected. These stronger-than-expected increases could portend some upside risk to this week's PCE print, some economists suggested.</p><p>\"The April CPI data were stronger than our expectation, suggesting a more front-loaded impact from transitory factors, pressure from semiconductor shortages and the resurgence of demand for sectors affected by the pandemic,\" Nomura Chief Economist Lewis Alexander wrote in a note Friday. \"Given that the core PCE price index is a chain-weighted index, an expected rise in spending for COVID-sensitive services could amplify the magnitude of corresponding prices.\"</p><h3>Consumer confidence</h3><p>Updated readings on sentiment among consumers are also due for release this week.</p><p>On Main Street, consumers have also observed rising prices. Inflation concerns have weighed on sentiment even as COVID-19 cases drop and more businesses reopen following widespread vaccinations.</p><p>\"Consumers have taken notice of rising inflation, as evidenced by Google Trends and the University of Michigan survey,\" Bank of America economist Michelle Meyer wrote in a note, referring to the University of Michigan's Surveys of Consumers. \"The expectation is increasingly for higher inflation, even if dominated by transitory stories, and we believe there is risk for further upside in the near term. But, over the medium term, we expect expectations to cool alongside the core inflation trajectory, albeit to a higher trend.\"</p><p>In the University of Michigan's preliminary May consumer sentiment survey, the headline index tumbled to 82.8 from 88.3 in April, \"due to higher inflation—the highest expected year-ahead inflation rate as well as the highest long term inflation rate in the past decade,\" Richard Curtin, chief economist for the University of Michigan's Surveys of Consumers, wrote in a note at the time. However, he added that \"consumer spending will still advance despite higher prices due to pent-up demand and record saving balances.\"</p><p>The University of Michigan's final May sentiment print due for release on Friday is expected to firm slightly to 83.0.</p><p>Other sentiment surveys will likely show similar dips for May, due in part to rising price pressures. The Conference Board's closely watched Consumer Confidence Index will be released on Tuesday, and is expected to dip to 118.9 in May from 121.7 in April. That had, in turn, been the highest reading since February 2020, or before COVID-19 cases began to surge in the U.S. last year.</p><h3>Earnings calendar</h3><ul><li><p><b>Monday: </b><a href=\"https://laohu8.com/S/RIDE\">Lordstown Motors Corp.</a> (RIDE) after market close</p></li><li><p><b>Tuesday: </b>AutoZone (AZO) before market open; Intuit (INTU), Nordstrom (JWN), Zscaler (ZS), Agilent Technologies (A) after market close</p></li><li><p><b>Wednesday: </b>Dick's Sporting Goods (DKS), Abercrombie &amp; Fitch (ANF) before market open; American Eagle Outfitters (AEO), Nvidia (NVDA), Okta (OKTA), <a href=\"https://laohu8.com/S/SNOW\">Snowflake</a> (SNOW), <a href=\"https://laohu8.com/S/WDAY\">Workday</a> (WDAY), Williams-Sonoma (WSM) after market close</p></li><li><p><b>Thursday: </b>Best Buy (BBY), Dollar General (DG) before market open; Costco (COST), The Gap (GPS), VMWare (VMW), Box (BOX), Autodesk (ADSK), HP Inc (HPQ), <a href=\"https://laohu8.com/S/CRM\">Salesforce</a>.com Inc. (CRM), Dell (DELL), Ulta Beauty (ULTA) after market close</p></li><li><p><b>Friday: </b>N/A</p><p style=\"text-align:left;\"><img src=\"https://static.tigerbbs.com/ea494c0a9625f3a17a1306a1f1525dab\" tg-width=\"1472\" tg-height=\"594\" referrerpolicy=\"no-referrer\"></p></li></ul><h3>Economic calendar</h3><ul><li><p><b>Monday: </b>Chicago Fed National Activity Index, April (1.1 expected, 1.7 in March)</p></li><li><p><b>Tuesday: </b>FHFA House Price Index, month-over-month, March (1.3% expected, 0.9% in February); S&amp;P <a href=\"https://laohu8.com/S/CLGX\">CoreLogic</a> Case-Shiller 20-City Composite Index, month-over-month, March (1.33% expected, 1.17% in February); S&amp;P CoreLogic Case-Shiller 20-City Composite Index, year-over-year, March (12.55% expected, 11.94% in February); New home sales, April (950,000 expected, 1.021 million in March); Conference Board Consumer Confidence, May (118.9 expected, 121.7 in April); Richmond Fed. Manufacturing Index, May (18 expected, 17 in April)</p></li><li><p><b>Wednesday: </b>MBA Mortgage Applications, week ended May 21 (1.2% during prior week)</p></li><li><p><b>Thursday: </b>Durable goods orders, April preliminary (0.8% expected, 0.8% in March); Durable goods orders excluding transportation, April preliminary (0.7% expected, 1.9% in March); Non-defense capital goods orders excluding aircraft, April preliminary (1.0% expected, 1.2% in March); GDP annualized quarter-over-quarter, Q1 second print (6.5% expected, 6.4% in first print); Personal consumption, Q1 second print (10.9% expected, 10.7% in first print); Core personal consumptions expenditures, quarter-over-quarter, Q1 second print (2.3% expected, 2.3% in prior print); Initial jobless claims, week ended May 22 (425,000 expected, 444,000 during prior week); Continuing claims, week ended May 15 (3.751 million during prior week); Pending home sales, month-over-month, April (0.5% expected, 1.9% in March); Kansas City Fed Manufacturing Activity Index, May (29 expected, 31 in April)</p></li><li><p><b>Friday: </b>Wholesale inventories, month-over-month, April preliminary (1.1% expected, 1.3% in March); Personal income, April (-14.8% expected, 21.5% in March); Personal spending, April (0.5% expected, 4.2% in March); PCE Deflator, year-over-year, April (3.5% expected, 2.3% in March); PCE Deflator, month-over-month, April (0.6% expected, 0.5% in March); MNI Chicago PMI, May (69.0 expected, 72.1 in April); University of Michigan Sentiment, May final (83.0 expected, 82.8 in prior print)</p></li></ul>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Inflation data, consumer confidence: What to know this week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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\">\nInflation data, consumer confidence: What to know this week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-24 00:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/inflation-data-consumer-confidence-what-to-know-this-week-164539544.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors this week are poised to receive a number of key economic data reports offering the latest look at the state of inflation in the U.S., with investors and consumers alike jittery at the ...</p>\n\n<a href=\"https://finance.yahoo.com/news/inflation-data-consumer-confidence-what-to-know-this-week-164539544.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"COIN":"Coinbase Global, Inc."},"source_url":"https://finance.yahoo.com/news/inflation-data-consumer-confidence-what-to-know-this-week-164539544.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2137827351","content_text":"Investors this week are poised to receive a number of key economic data reports offering the latest look at the state of inflation in the U.S., with investors and consumers alike jittery at the prospects of rising prices during the post-pandemic recovery.The U.S. Bureau of Economic Analysis will release its April personal consumption expenditures (PCE) index on Friday. The print is expected to show a rise of 3.5% in April over last year for the biggest increase since 2008, according to Bloomberg consensus data. This would also accelerate after a year-on-year jump of 2.3% in March. On a month-over-month basis, the PCE likely increased by 0.6%, accelerating after a 0.5% increase during the prior month.Stripping away volatile food and energy prices, the so-called core PCE is expected to have increased by 2.9% in April over last year, which would be the largest jump in more than two decades.Though the core PCE serves as the Federal Reserve's preferred inflation gauge, the expected surge in this week's inflation reports are unlikely to provoke immediate concern for the central bank. Federal Reserve Chair Jerome Powell has said repeatedly he believes inflationary pressures this year will be \"transitory,\" largely reflecting base effects as this year's data lap last year's pandemic-depressed levels. And for years previously, inflation ran well below the central bank's targeted levels.In the words of the central bank's latest monetary policy statement, Federal Open Market Committee members wrote, \"With inflation running persistently below this longer-run goal, the Committee will aim to achieve inflation moderately above 2% for some time so that inflation averages 2% over time and longer‑term inflation expectations remain well anchored at 2%.\" In other words, the Fed has suggested monetary policy would remain as is — with interest rates near zero and the Fed's asset purchases taking place at a rate of $120 billion per month — as the economic recovery out of the pandemic progresses.Still, the market has suggested it might need more convincing before agreeing that the jump in inflation will not be long-lasting or prompt a change in the Fed's current ultra-accommodative monetary policy positioning. Longer-duration assets like growth and technology stocks have especially come under pressure in recent months amid inflationary concerns, given prospects that higher rates might undercut future earnings potential. The information technology sector has sharply underperformed the broader S&P 500 so far this year, reversing course after outperforming strongly in 2020.SAN FRANCISCO, CALIFORNIA - APRIL 15: A pedestrian carries a shopping bag as he walks through the Union Square shopping district on April 15, 2021 in San Francisco, California. According to a report by the U.S. Commerce Department, retail sales surged 9.8 percent in March as Americans started to spend $1,400 government stimulus checks. (Photo by Justin Sullivan/Getty Images)Justin Sullivan via Getty Images\"Markets have basically made inflation the battleground issue for determining whether or not it's really this rotation trade that'll win out the rest of this year, or whether it's the tech and growth stocks that won out last year,\" James Liu, Clearnomics founder and CEO, told Yahoo Finance last week. \"You've seen this bounce back and forth throughout the course of this year.\"Heading into this week's PCE report, a number of other inflation prints have also exceeded expectations, pointing to an increase in both consumer and producer prices. Government data showed that headline consumer prices surged by a faster than expected 4.2% last month. Excluding food and energy, prices jumped 0.9% in April and were up 3.0% over the year. And producer prices also came in higher than expected, with core producer prices rising 4.1% in April over last year versus the 3.8% increase expected. These stronger-than-expected increases could portend some upside risk to this week's PCE print, some economists suggested.\"The April CPI data were stronger than our expectation, suggesting a more front-loaded impact from transitory factors, pressure from semiconductor shortages and the resurgence of demand for sectors affected by the pandemic,\" Nomura Chief Economist Lewis Alexander wrote in a note Friday. \"Given that the core PCE price index is a chain-weighted index, an expected rise in spending for COVID-sensitive services could amplify the magnitude of corresponding prices.\"Consumer confidenceUpdated readings on sentiment among consumers are also due for release this week.On Main Street, consumers have also observed rising prices. Inflation concerns have weighed on sentiment even as COVID-19 cases drop and more businesses reopen following widespread vaccinations.\"Consumers have taken notice of rising inflation, as evidenced by Google Trends and the University of Michigan survey,\" Bank of America economist Michelle Meyer wrote in a note, referring to the University of Michigan's Surveys of Consumers. \"The expectation is increasingly for higher inflation, even if dominated by transitory stories, and we believe there is risk for further upside in the near term. But, over the medium term, we expect expectations to cool alongside the core inflation trajectory, albeit to a higher trend.\"In the University of Michigan's preliminary May consumer sentiment survey, the headline index tumbled to 82.8 from 88.3 in April, \"due to higher inflation—the highest expected year-ahead inflation rate as well as the highest long term inflation rate in the past decade,\" Richard Curtin, chief economist for the University of Michigan's Surveys of Consumers, wrote in a note at the time. However, he added that \"consumer spending will still advance despite higher prices due to pent-up demand and record saving balances.\"The University of Michigan's final May sentiment print due for release on Friday is expected to firm slightly to 83.0.Other sentiment surveys will likely show similar dips for May, due in part to rising price pressures. The Conference Board's closely watched Consumer Confidence Index will be released on Tuesday, and is expected to dip to 118.9 in May from 121.7 in April. That had, in turn, been the highest reading since February 2020, or before COVID-19 cases began to surge in the U.S. last year.Earnings calendarMonday: Lordstown Motors Corp. (RIDE) after market closeTuesday: AutoZone (AZO) before market open; Intuit (INTU), Nordstrom (JWN), Zscaler (ZS), Agilent Technologies (A) after market closeWednesday: Dick's Sporting Goods (DKS), Abercrombie & Fitch (ANF) before market open; American Eagle Outfitters (AEO), Nvidia (NVDA), Okta (OKTA), Snowflake (SNOW), Workday (WDAY), Williams-Sonoma (WSM) after market closeThursday: Best Buy (BBY), Dollar General (DG) before market open; Costco (COST), The Gap (GPS), VMWare (VMW), Box (BOX), Autodesk (ADSK), HP Inc (HPQ), Salesforce.com Inc. (CRM), Dell (DELL), Ulta Beauty (ULTA) after market closeFriday: N/AEconomic calendarMonday: Chicago Fed National Activity Index, April (1.1 expected, 1.7 in March)Tuesday: FHFA House Price Index, month-over-month, March (1.3% expected, 0.9% in February); S&P CoreLogic Case-Shiller 20-City Composite Index, month-over-month, March (1.33% expected, 1.17% in February); S&P CoreLogic Case-Shiller 20-City Composite Index, year-over-year, March (12.55% expected, 11.94% in February); New home sales, April (950,000 expected, 1.021 million in March); Conference Board Consumer Confidence, May (118.9 expected, 121.7 in April); Richmond Fed. Manufacturing Index, May (18 expected, 17 in April)Wednesday: MBA Mortgage Applications, week ended May 21 (1.2% during prior week)Thursday: Durable goods orders, April preliminary (0.8% expected, 0.8% in March); Durable goods orders excluding transportation, April preliminary (0.7% expected, 1.9% in March); Non-defense capital goods orders excluding aircraft, April preliminary (1.0% expected, 1.2% in March); GDP annualized quarter-over-quarter, Q1 second print (6.5% expected, 6.4% in first print); Personal consumption, Q1 second print (10.9% expected, 10.7% in first print); Core personal consumptions expenditures, quarter-over-quarter, Q1 second print (2.3% expected, 2.3% in prior print); Initial jobless claims, week ended May 22 (425,000 expected, 444,000 during prior week); Continuing claims, week ended May 15 (3.751 million during prior week); Pending home sales, month-over-month, April (0.5% expected, 1.9% in March); Kansas City Fed Manufacturing Activity Index, May (29 expected, 31 in April)Friday: Wholesale inventories, month-over-month, April preliminary (1.1% expected, 1.3% in March); Personal income, April (-14.8% expected, 21.5% in March); Personal spending, April (0.5% expected, 4.2% in March); PCE Deflator, year-over-year, April (3.5% expected, 2.3% in March); PCE Deflator, month-over-month, April (0.6% expected, 0.5% in March); MNI Chicago PMI, May (69.0 expected, 72.1 in April); University of Michigan Sentiment, May final (83.0 expected, 82.8 in prior print)","news_type":1},"isVote":1,"tweetType":1,"viewCount":49,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3582333701245743","authorId":"3582333701245743","name":"zhangming","avatar":"https://community-static.tradeup.com/news/952e7023506539855846cdfc155e2969","crmLevel":1,"crmLevelSwitch":0,"idStr":"3582333701245743","authorIdStr":"3582333701245743"},"content":"Reply to 888's Luck","text":"Reply to 888's Luck","html":"Reply to 888's Luck"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9967934495,"gmtCreate":1670246919817,"gmtModify":1676538328479,"author":{"id":"3582633493554563","authorId":"3582633493554563","name":"tkltkl","avatar":"https://static.tigerbbs.com/42fe1d9beb5610061b288720768fd77b","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582633493554563","authorIdStr":"3582633493554563"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$&nbsp;</a><v-v data-views=\"1\"></v-v>in position...","listText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$&nbsp;</a><v-v data-views=\"1\"></v-v>in position...","text":"$NIO Inc.(NIO)$ in position...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/9967934495","isVote":1,"tweetType":1,"viewCount":127,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9918051641,"gmtCreate":1664289120083,"gmtModify":1676537426428,"author":{"id":"3582633493554563","authorId":"3582633493554563","name":"tkltkl","avatar":"https://static.tigerbbs.com/42fe1d9beb5610061b288720768fd77b","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582633493554563","authorIdStr":"3582633493554563"},"themes":[],"htmlText":"Ok.&nbsp; Now start suggesting to buy money losing company&nbsp;","listText":"Ok.&nbsp; Now start suggesting to buy money losing company&nbsp;","text":"Ok. Now start suggesting to buy money losing company","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9918051641","repostId":"2270287714","repostType":4,"repost":{"id":"2270287714","kind":"highlight","pubTimestamp":1664291808,"share":"https://ttm.financial/m/news/2270287714?lang=&edition=fundamental","pubTime":"2022-09-27 23:16","market":"us","language":"en","title":"Got $5,000? 3 Tech Stocks to Buy and Hold for the Long Term","url":"https://stock-news.laohu8.com/highlight/detail?id=2270287714","media":"Motley Fool","summary":"Microsoft, ASML, and Magnite deserve to head higher.","content":"<html><head></head><body><p>If you&#39;d invested $5,000 in an <b>S&amp;P 500</b> index fund 10 years ago, your investment would be worth around $12,500 today. That&#39;s a rock-solid return, but investors could have fared even better if they had simply bought and held a few individual stocks.</p><p>For example, a $5,000 investment in <a href=\"https://laohu8.com/S/AMZN\">Amazon </a> would have grown over the past decade to around $44,000, while the same investment in Google (whose parent company is now called <b>Alphabet</b>) would be worth nearly $27,000 today. Not every stock will be the next Amazon or Alphabet, but some lucrative long-term buying opportunities have emerged in the growing cloud, semiconductor, and ad-tech markets as the grueling bear market drags on.</p><h2>1. The cloud play: <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a></h2><p><a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> owns Azure, the second-largest cloud infrastructure platform in the world after Amazon Web Services (AWS). Microsoft enjoys two advantages against Amazon in the cloud market: Azure is growing faster than AWS, and it&#39;s a popular choice for companies (particularly retailers) that directly compete against Amazon&#39;s other businesses.</p><p>Microsoft also represents a more straightforward play on the growing cloud market because it isn&#39;t burdened by a lower-margin retail business like Amazon. Its cloud services, which generated nearly half its revenue last quarter, also directly support its desktop software, mobile apps, Windows operating system, and Xbox gaming business.</p><p>Microsoft&#39;s expansion of its cloud ecosystem, which was largely executed under CEO Satya Nadella, transformed it from a dusty old tech stock into a high-growth company again. Analysts expect its annual revenue to grow at a compound annual growth rate (CAGR) of 13% between fiscal 2022 (which ended in June) and fiscal 2025, and for its earnings per share (EPS) to grow at a CAGR of 13%. Those solid growth rates, which should be supported by its ongoing dominance of the enterprise software market, make it a great long-term investment.</p><h2>2. The chip play: <a href=\"https://laohu8.com/S/ASML\">ASML Holding</a></h2><p>For investors who want exposure to the semiconductor sector but are intimidated by the cutthroat competition between individual chipmakers, <b>ASML Holding </b>(ASML) is an ideal investment. The Dutch company is the largest supplier of photolithography systems, which are used to etch circuit patterns onto silicon wafers, and the only producer of EUV (extreme ultraviolet) systems, which cost $200 million each and are required to manufacture the world&#39;s smallest and densest chips.</p><p>ASML&#39;s top customers include the three most advanced chip foundries in the world: <b>Taiwan Semiconductor Manufacturing</b>, <b>Samsung</b>, and<b> Intel</b>. Most fabless chipmakers -- such as <b>Advanced Micro Devices</b>, <b>Nvidia</b>, and <b>Qualcomm</b> -- rely on those foundries to manufacture their top-tier chips. In other words, it would be impossible to produce new cutting-edge chips without ASML&#39;s machines.</p><p>ASML&#39;s monopolization of this market makes it a wonderful long-term investment, even if the chip sector struggles with near-term cyclical headwinds. Between 2021 and 2024, analysts expect its revenue and EPS to grow at a CAGR of 15% and 17%, respectively. That steady growth makes it a top investment in the secular growth of the semiconductor market.</p><h2>3. The ad-tech play: <a href=\"https://laohu8.com/S/MGNI\">Magnite</a></h2><p><b>Magnite</b> (MGNI) is the world&#39;s largest independent sell-side platform (SSP) for digital ads. SSPs, which shouldn&#39;t be confused with demand-side platforms like <b>The Trade Desk</b>, help publishers manage and sell their own ad inventories.</p><p>Magnite emerged from the merger of two other ad-tech companies, The Rubicon Project and Telaria, back in 2020. It subsequently acquired several additional companies to increase its exposure to the CTV (connected TV) market.</p><p>Magnite&#39;s acquisitions obfuscated its organic growth rates, and macro headwinds throttled the growth of its desktop, mobile, and CTV ads over the past year. However, Magnite expects to overcome those near-term challenges and eventually generate more than 25% annual revenue growth organically over the long term as its CTV segment expands. It also expects its adjusted EBITDA (earnings before interest, taxes, depreciation, and amortization) margin to stay between 35%-40%.</p><p>Analysts expect its annual revenue and adjusted EBITDA to both grow at a CAGR of 19% from 2021 to 2024, and for its adjusted EBITDA margin to stay at around 36% through the final year. If those more conservative estimates are accurate, Magnite&#39;s stock remains deeply undervalued at less than two times this year&#39;s sales and five times its adjusted EBITDA.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Got $5,000? 3 Tech Stocks to Buy and Hold for the Long Term</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\">\nGot $5,000? 3 Tech Stocks to Buy and Hold for the Long Term\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-27 23:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/09/26/got-5000-tech-stocks-buy-and-hold-for-long-term/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>If you'd invested $5,000 in an S&P 500 index fund 10 years ago, your investment would be worth around $12,500 today. That's a rock-solid return, but investors could have fared even better if they had ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/09/26/got-5000-tech-stocks-buy-and-hold-for-long-term/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MGNI":"Magnite, Inc.","ASML":"阿斯麦","MSFT":"微软"},"source_url":"https://www.fool.com/investing/2022/09/26/got-5000-tech-stocks-buy-and-hold-for-long-term/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2270287714","content_text":"If you'd invested $5,000 in an S&P 500 index fund 10 years ago, your investment would be worth around $12,500 today. That's a rock-solid return, but investors could have fared even better if they had simply bought and held a few individual stocks.For example, a $5,000 investment in Amazon  would have grown over the past decade to around $44,000, while the same investment in Google (whose parent company is now called Alphabet) would be worth nearly $27,000 today. Not every stock will be the next Amazon or Alphabet, but some lucrative long-term buying opportunities have emerged in the growing cloud, semiconductor, and ad-tech markets as the grueling bear market drags on.1. The cloud play: MicrosoftMicrosoft owns Azure, the second-largest cloud infrastructure platform in the world after Amazon Web Services (AWS). Microsoft enjoys two advantages against Amazon in the cloud market: Azure is growing faster than AWS, and it's a popular choice for companies (particularly retailers) that directly compete against Amazon's other businesses.Microsoft also represents a more straightforward play on the growing cloud market because it isn't burdened by a lower-margin retail business like Amazon. Its cloud services, which generated nearly half its revenue last quarter, also directly support its desktop software, mobile apps, Windows operating system, and Xbox gaming business.Microsoft's expansion of its cloud ecosystem, which was largely executed under CEO Satya Nadella, transformed it from a dusty old tech stock into a high-growth company again. Analysts expect its annual revenue to grow at a compound annual growth rate (CAGR) of 13% between fiscal 2022 (which ended in June) and fiscal 2025, and for its earnings per share (EPS) to grow at a CAGR of 13%. Those solid growth rates, which should be supported by its ongoing dominance of the enterprise software market, make it a great long-term investment.2. The chip play: ASML HoldingFor investors who want exposure to the semiconductor sector but are intimidated by the cutthroat competition between individual chipmakers, ASML Holding (ASML) is an ideal investment. The Dutch company is the largest supplier of photolithography systems, which are used to etch circuit patterns onto silicon wafers, and the only producer of EUV (extreme ultraviolet) systems, which cost $200 million each and are required to manufacture the world's smallest and densest chips.ASML's top customers include the three most advanced chip foundries in the world: Taiwan Semiconductor Manufacturing, Samsung, and Intel. Most fabless chipmakers -- such as Advanced Micro Devices, Nvidia, and Qualcomm -- rely on those foundries to manufacture their top-tier chips. In other words, it would be impossible to produce new cutting-edge chips without ASML's machines.ASML's monopolization of this market makes it a wonderful long-term investment, even if the chip sector struggles with near-term cyclical headwinds. Between 2021 and 2024, analysts expect its revenue and EPS to grow at a CAGR of 15% and 17%, respectively. That steady growth makes it a top investment in the secular growth of the semiconductor market.3. The ad-tech play: MagniteMagnite (MGNI) is the world's largest independent sell-side platform (SSP) for digital ads. SSPs, which shouldn't be confused with demand-side platforms like The Trade Desk, help publishers manage and sell their own ad inventories.Magnite emerged from the merger of two other ad-tech companies, The Rubicon Project and Telaria, back in 2020. It subsequently acquired several additional companies to increase its exposure to the CTV (connected TV) market.Magnite's acquisitions obfuscated its organic growth rates, and macro headwinds throttled the growth of its desktop, mobile, and CTV ads over the past year. However, Magnite expects to overcome those near-term challenges and eventually generate more than 25% annual revenue growth organically over the long term as its CTV segment expands. It also expects its adjusted EBITDA (earnings before interest, taxes, depreciation, and amortization) margin to stay between 35%-40%.Analysts expect its annual revenue and adjusted EBITDA to both grow at a CAGR of 19% from 2021 to 2024, and for its adjusted EBITDA margin to stay at around 36% through the final year. If those more conservative estimates are accurate, Magnite's stock remains deeply undervalued at less than two times this year's sales and five times its adjusted EBITDA.","news_type":1},"isVote":1,"tweetType":1,"viewCount":161,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9040960975,"gmtCreate":1655602458397,"gmtModify":1676535668657,"author":{"id":"3582633493554563","authorId":"3582633493554563","name":"tkltkl","avatar":"https://static.tigerbbs.com/42fe1d9beb5610061b288720768fd77b","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582633493554563","authorIdStr":"3582633493554563"},"themes":[],"htmlText":"Wow... sponsored post ..? Not mention other oil company at all...","listText":"Wow... sponsored post ..? Not mention other oil company at all...","text":"Wow... sponsored post ..? Not mention other oil company at all...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9040960975","repostId":"1102277142","repostType":2,"repost":{"id":"1102277142","kind":"news","pubTimestamp":1655600510,"share":"https://ttm.financial/m/news/1102277142?lang=&edition=fundamental","pubTime":"2022-06-19 09:01","market":"us","language":"en","title":"Exxon Mobil Will Bleed Russia Dry","url":"https://stock-news.laohu8.com/highlight/detail?id=1102277142","media":"seekingalpha","summary":"The Russian invasion of Ukraine is about to reshape Europe’s energy markets forever.The geopolitical","content":"<html><head></head><body><ul><li>The Russian invasion of Ukraine is about to reshape Europe’s energy markets forever.</li><li>The geopolitical tensions are unlikely to ease anytime soon, which is a good thing for oil companies such as Exxon Mobil, as they’ll continue to benefit from high oil prices.</li><li>As Europe strengthens its energy security, Exxon Mobil now has a real opportunity to expand its presence on the old continent by taking some portion of Russia’s market share there.</li></ul><p><img src=\"https://static.tigerbbs.com/1d0cb219a66c6853e01e1e0efa2c4afb\" tg-width=\"750\" tg-height=\"500\" referrerpolicy=\"no-referrer\"/>The Russian invasion of Ukraine gave a start to the greatest redistribution of Europe&#39;s energy market in decades. Even though the EU members continue to buy Russian oil to this day, the implementation of the sixth packageof sanctions against the Russian oil industry in late 2022 - 2023 will open up new opportunities for companies such as Exxon Mobil Corporation (NYSE:XOM) to take some portion of Russia&#39;s market share in Europe. In addition, a tighter oil supply will continue to keep the oil prices higher, as there are no indications that the demand will significantly deteriorate anytime soon.</p><p>Therefore, even as the stock market is on fire, it&#39;s safe to assume that energy giants such as Exxon Mobil will continue to greatly reward their shareholders in the foreseeable future as we&#39;re entering a new geopolitical reality.</p><p><b>Geopolitics is Back</b></p><p>It&#39;s impossible to have a conversation about oil without talking about geopolitics. One of the main reasons why Exxon Mobil&#39;s stock currently trades at its highest levels since 2014 is due to the record-high oil prices, which among many other reasons, were caused by Russia&#39;s invasion of Ukraine in late February. Considering the current state of affairs, the war in Ukraine has become a war of attrition, and the Ukrainian intelligencebelievesthat Russia has the resources to wage a war for another 12 months. Therefore, investors shouldn&#39;t expect a signing of any kind of peace treaty anytime soon, since Ukraine is not interested in giving away any of its territories to the invading force. As a result, this geopolitical uncertainty will continue to pressurize the oil market and keep the prices at relatively high levels.</p><p>At the same time, this war has also shown Europe that it can&#39;t rely on Russia to meet its energy needs anymore. Currently, the European Unionimportsaround 11 million barrels of oil per day. Out of them, Russia exports to the union around 2.2 million barrels per day, making it one of the biggest single suppliers of oil to the EU. On top of that, Russia also exports 1.2 million barrels of oil products per day to the EU as well. Considering that in the past Russia has beenusingexports of fossil fuels as a political weapon to achieve its geopolitical goals, there&#39;s now a risk that it will do the same thing again to force European governments to drop their support for Ukraine. Russia has alreadyhaltedthe flow of gas to numerous European countries, so the EU understands that it needs to look elsewhere to tackle this risk and at the same time stop the financing of Russia&#39;s war machine.</p><p>Recently, the European Commission hasunveileda $220 billion plan to decrease its dependency on Russia&#39;s fossil fuels. At the same time, two weeks ago the EU has alsoadoptedthe sixth package of economic sanctions against Russia, which will reshape Europe&#39;s energy market forever. According to the adopted document, the EU will fully stop the seaborne import of Russian crude oil, which accounts for over 70% of Russia&#39;s oil exports to Europe, by the end of this year, and at the same time, a ban on the import of all petroleum products from Russia will come into effect next February. While there are some exceptions for countries such as Bulgaria and Croatia, which will be able to import Russia&#39;s crude oil and petroleum products for a slightly longer period, they won&#39;t have a meaningful impact as a whole.</p><p>What&#39;s also important to note is that the EUmanagedto strike a deal with the United Kingdom to prevent companies from insuring oil tankers that transfer Russian oil and oil products by the end of 2022. Given the fact that the EU and UK companies togetherprovide90% of global shipping insurance, such a ban will also have a meaningful impact on Russia&#39;s ability to export oil to other countries.</p><p>While in Q1&#39;22 Russia&#39;s oil production stood at 11.3 million barrels per day, EIAestimatesthat the production will fall to 9.3 million barrels per day by the end of 2023. The decline in production is due to sanctions and the loss of companies such as Halliburton (HAL), which provided Western technology for drilling and maintenance of oil rigs before their exodus from Russia. Such sanctions will undoubtedly reshape Europe&#39;s energy market forever and will result in the loss of one of the biggest and most prosperous markets in the world for Russia.</p><p>In addition to all of this, as Russia&#39;s oil production is about to fall, it seems that the oil demand won&#39;t deteriorate significantly anytime soon. EIA&#39;s latest estimates suggest that in 2023 the total world consumption of petroleum and other liquids is going to increase to 101.32 million barrels per day, up from an estimated 99.63 million barrels per day in 2022. On top of that, EIA also believes that in the second half of this year Brent oil is going to trade at an average price of $108 per barrel, while Fitchdoesn&#39;texpect a significant decline in oil prices in the following years.</p><p>Considering all of this, the biggest beneficiaries of all of those developments are major oil companies such as Exxon Mobil, which are diversified in the upstream and downstream segments and have minimal exposure to Russia. As there is news that the company will fullyexitRussia later this month, investors have nothing to worry about its future.</p><p><b>More Opportunities Ahead</b></p><p>As Russia losses its dominant position on the European oil market, the void that&#39;s going to form in late 2022 - 2023 is going to be filled by its competitors, who already have an established network of businesses on the old continent. If we go throughExxon Mobil&#39;s Q1 earnings report, we&#39;ll see that Europe is one of the company&#39;s main markets, as its refinery throughput in the region is one of the highest in comparison to other markets, while its petroleum product sales in Europe account for over 25% of total sales.</p><p><img src=\"https://static.tigerbbs.com/b67e255e1f354c7c20963e96e486e144\" tg-width=\"774\" tg-height=\"332\" referrerpolicy=\"no-referrer\"/></p><p>Exxon Mobil sales (Exxon Mobil)</p><p>As those 1.2 million barrels of oil products per day from Russia are going to disappear from the European market, the customers will look for alternatives, which will lead to even higher margins in the oil refinery business. All of this will undoubtedly benefit Exxon Mobil, since out of the 10 biggest oil refineries in Europe the companyownsthree of them. On top of that, after Russia bombed Ukraine&#39;s major oil refinery in Kremenchuk in April, the Ukrainian government began to create new supply chains of oil products from the EU, which already had a tight supply itself before the war. As a result, it&#39;s unlikely that the profitability of the refinery business will decrease anytime soon, especially since EIA believes that the demand is only going to increase next year.</p><p>What&#39;s also important to mention is that the European Union is currently working on the seventh package of sanctions, which should include the ban on the import of natural gas from Russia to the EU. The problem is that it&#39;s much harder to significantly replace the flow of natural gas due to logistical constraints, so there&#39;s a risk that the seventh package won&#39;t be approved anytime soon. Nevertheless, there&#39;s a possibility that Russia decides to halt the gas flows this winter, as it had done so numerous times in the past. If it does so, it will prove to Europeans that Russia is no longer a reliable supplier, and the union will have no other choice but to look for alternatives. In recent months, Germany has already struck a deal with Qatar, while Italy signed a deal with Algeria, to increase the flow of gas to Europe. On top of that, the European LNG terminals alreadyoperateat a maximum capacity, so Germany is now planning tobuildadditional terminals to diversify its energy market.</p><p>All of this benefits Exxon Mobil as well, since the company also sells natural gas in Europe, and recently it signed adealwith Qatar to work on the expansion of the world&#39;s largest LNG project along with a consortium of other energy behemoths. The expansion of the North Field should increase Qatar&#39;s LNG output by 64% by 2027, which will make it easier for Europe to decrease its dependence on Russian gas in the long term.</p><p>Considering all of those developments, it&#39;s safe to assume that Exxon Mobil will thrive in the following quarters. The Q1 earnings report already showed that the company is on track to have one of the best years in its history, as its revenue during the period increased by 53% Y/Y to $90.5 billion, while its earnings stood at $5.5 billion. Since the oil price is expected to remain high, the following quarters shouldn&#39;t disappoint as well.</p><p><b>What&#39;s The Real Value Of The Business?</b></p><p>As Exxon Mobil&#39;s stock trades close to its all-time high levels, questions begin to arise about its real value since it&#39;s one of the few major public companies, which shows an exceptional performance amidst the overall market selloff. To get to the bottom of this question, I decided to create a DCF model, which will shed some light on the attractiveness of Exxon Mobil&#39;s stock in the current environment.</p><p>As it&#39;s the case with any models, they&#39;re all about assumptions, which don&#39;t always correlate with reality due to the number of different events that change the inputs and can&#39;t be predicted in the first place. That&#39;s why for the revenue forecast, I simply used the street consensus estimates for 2022, 2023, and 2024 that arepresentedhere on Seeking Alpha. For 2025 and 2026, I used the average revenue growth rate from 2018 to 2021 and decided not to forecast any numbers beyond 2026 since it becomes impossible to predict what will happen with the oil market beyond that date. For the EBIT, taxes, D&amp;A, and the change in net working capital forecasts I used the average percentage for the historical periods from 2017 to 2021. As for the CapEx, we know that Exxon Mobil&#39;s managementsaidthat it plans to spend $20 to $25 billion annually through 2027 on capital spending, so my forecast aligns with the management&#39;s goal.</p><p><img src=\"https://static.tigerbbs.com/d932c97c31e254fd4af2bbd7e657f6f7\" tg-width=\"890\" tg-height=\"453\" referrerpolicy=\"no-referrer\"/></p><p>Exxon Mobil DCF Analysis (Historical data: Seeking Alpha, Forecasts are made by the author)</p><p>Since the cost of capital for the oil industryrangesbetween 6% to 8%, I decided to use a 7.5% for my assumption, while the terminal growth rate in the model stands at 2.5%. From the calculations, we arrive at the enterprise value of $454 billion, while the equity value stands at $423 billion, which translates to Exxon Mobil&#39;s fair value of nearly $100 per share.</p><p><img src=\"https://static.tigerbbs.com/f045ee7addd76f084334dce83bf71599\" tg-width=\"691\" tg-height=\"155\" referrerpolicy=\"no-referrer\"/></p><p>Exxon Mobil DCF Analysis (Historical data: Seeking Alpha, Forecasts are made by the author)</p><p>This model is pretty much in-line with what the street believes Exxon Mobil&#39;s fair value is, as Seeking Alphashowsthat the current consensus price target is around $100 per share as well.</p><p><img src=\"https://static.tigerbbs.com/dc6d14bee0a0b0ad2a4f3dfc356a7f48\" tg-width=\"871\" tg-height=\"301\" referrerpolicy=\"no-referrer\"/></p><p>Exxon Mobil Consensus Price Target (Seeking Alpha)</p><p>However, I do believe that revenue estimates for 2023 and 2024 are pretty conservative and it&#39;s likely that the street will change its assumptions once Exxon Mobil&#39;s Q2 earnings results come out. As I&#39;ve explained earlier, Europe will be in dire need to replace Russian oil imports due to sanctions, so the company could greatly benefit from this. If the EIA forecast stands correct for 2023 and the oil demand won&#39;t decrease while the prices will remain at the current levels, then realistically we could see another record year for Exxon Mobil, which will then indeed make a $100 per share price target look conservative, while the base case price will be significantly higher. Only the time will tell which assumptions are correct.</p><p><b>Counterarguments</b></p><p>At this stage, I see three counterarguments, which could undermine my bullish thesis on Exxon Mobil. The first counterargument is that there&#39;s a risk that the current U.S. administration decides to prohibit the export of oil to other countries. We should not forget that the United States only in 2015 was able to repeal a 40-year oil export ban after it managed to significantly increase its domestic production thanks to the shale revolution. As gas prices soar while the inflation continues to increase, the Biden administration could revert the crude oil export ban to ease the pressure on consumers ahead of the midterm elections later this year. However, I find it hard to believe that it&#39;s going to happen since it will put President&#39;s Biden foreign policy at stake, as the European allies will find it even harder to source oil from other places to replace the Russian imports. Nevertheless, if the ban on exports is returned - then Exxon Mobil will indeed suffer from it since its U.S. operations will be less profitable due to the closed market.</p><p>Another counterargument is about sanctions. While the EU approved them, there&#39;s a risk that some member states decide not to implement them if oil prices continue to increase. This will have a negative short-term impact on Exxon Mobil due to the fact that Russia will still own a portion of the European oil market in this scenario, leaving fewer opportunities for expansion for the American oil giant.</p><p>The third counterargument is about a recession, which could undermine EIA&#39;s 2023 forecast, weaken the overall demand, and significantly lower the price of oil later on. If that&#39;s going to be the case, then Exxon Mobil&#39;s financials will directly suffer and it will become impossible to justify its $30 billion buyback program given the fact that it has over $40 billion in long-term debt, while the business enters a downturn.</p><p><b>The Bottom Line</b></p><p>At this stage, it seems that the demand for oil and oil products is not declining at a rapid pace even though the recession is already around the corner. In addition, it also seems that Europe is serious about stopping importing Russian oil in order to strengthen its energy security, so we should expect the European energy markets to reshape forever. While this will undoubtedly bring pain for consumers in the short term, it will also make Europe a more secure place in the long run, as it won&#39;t rely on the unreliable Russian imports that finance the war anymore.</p><p>All of these developments are also making Exxon Mobil an attractive stock to own if the scenarios that I&#39;ve described in the counterargument section don&#39;t come to life. The company already has a solid presence in Europe, and thanks to sanctions against Russia along with the high oil prices, it will be able to weather the current macro challenges and create an additional shareholder value in the long term.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Exxon Mobil Will Bleed Russia Dry</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\">\nExxon Mobil Will Bleed Russia Dry\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-19 09:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4518576-exxon-mobil-will-bleed-russia-dry><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Russian invasion of Ukraine is about to reshape Europe’s energy markets forever.The geopolitical tensions are unlikely to ease anytime soon, which is a good thing for oil companies such as Exxon ...</p>\n\n<a href=\"https://seekingalpha.com/article/4518576-exxon-mobil-will-bleed-russia-dry\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XOM":"埃克森美孚"},"source_url":"https://seekingalpha.com/article/4518576-exxon-mobil-will-bleed-russia-dry","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1102277142","content_text":"The Russian invasion of Ukraine is about to reshape Europe’s energy markets forever.The geopolitical tensions are unlikely to ease anytime soon, which is a good thing for oil companies such as Exxon Mobil, as they’ll continue to benefit from high oil prices.As Europe strengthens its energy security, Exxon Mobil now has a real opportunity to expand its presence on the old continent by taking some portion of Russia’s market share there.The Russian invasion of Ukraine gave a start to the greatest redistribution of Europe's energy market in decades. Even though the EU members continue to buy Russian oil to this day, the implementation of the sixth packageof sanctions against the Russian oil industry in late 2022 - 2023 will open up new opportunities for companies such as Exxon Mobil Corporation (NYSE:XOM) to take some portion of Russia's market share in Europe. In addition, a tighter oil supply will continue to keep the oil prices higher, as there are no indications that the demand will significantly deteriorate anytime soon.Therefore, even as the stock market is on fire, it's safe to assume that energy giants such as Exxon Mobil will continue to greatly reward their shareholders in the foreseeable future as we're entering a new geopolitical reality.Geopolitics is BackIt's impossible to have a conversation about oil without talking about geopolitics. One of the main reasons why Exxon Mobil's stock currently trades at its highest levels since 2014 is due to the record-high oil prices, which among many other reasons, were caused by Russia's invasion of Ukraine in late February. Considering the current state of affairs, the war in Ukraine has become a war of attrition, and the Ukrainian intelligencebelievesthat Russia has the resources to wage a war for another 12 months. Therefore, investors shouldn't expect a signing of any kind of peace treaty anytime soon, since Ukraine is not interested in giving away any of its territories to the invading force. As a result, this geopolitical uncertainty will continue to pressurize the oil market and keep the prices at relatively high levels.At the same time, this war has also shown Europe that it can't rely on Russia to meet its energy needs anymore. Currently, the European Unionimportsaround 11 million barrels of oil per day. Out of them, Russia exports to the union around 2.2 million barrels per day, making it one of the biggest single suppliers of oil to the EU. On top of that, Russia also exports 1.2 million barrels of oil products per day to the EU as well. Considering that in the past Russia has beenusingexports of fossil fuels as a political weapon to achieve its geopolitical goals, there's now a risk that it will do the same thing again to force European governments to drop their support for Ukraine. Russia has alreadyhaltedthe flow of gas to numerous European countries, so the EU understands that it needs to look elsewhere to tackle this risk and at the same time stop the financing of Russia's war machine.Recently, the European Commission hasunveileda $220 billion plan to decrease its dependency on Russia's fossil fuels. At the same time, two weeks ago the EU has alsoadoptedthe sixth package of economic sanctions against Russia, which will reshape Europe's energy market forever. According to the adopted document, the EU will fully stop the seaborne import of Russian crude oil, which accounts for over 70% of Russia's oil exports to Europe, by the end of this year, and at the same time, a ban on the import of all petroleum products from Russia will come into effect next February. While there are some exceptions for countries such as Bulgaria and Croatia, which will be able to import Russia's crude oil and petroleum products for a slightly longer period, they won't have a meaningful impact as a whole.What's also important to note is that the EUmanagedto strike a deal with the United Kingdom to prevent companies from insuring oil tankers that transfer Russian oil and oil products by the end of 2022. Given the fact that the EU and UK companies togetherprovide90% of global shipping insurance, such a ban will also have a meaningful impact on Russia's ability to export oil to other countries.While in Q1'22 Russia's oil production stood at 11.3 million barrels per day, EIAestimatesthat the production will fall to 9.3 million barrels per day by the end of 2023. The decline in production is due to sanctions and the loss of companies such as Halliburton (HAL), which provided Western technology for drilling and maintenance of oil rigs before their exodus from Russia. Such sanctions will undoubtedly reshape Europe's energy market forever and will result in the loss of one of the biggest and most prosperous markets in the world for Russia.In addition to all of this, as Russia's oil production is about to fall, it seems that the oil demand won't deteriorate significantly anytime soon. EIA's latest estimates suggest that in 2023 the total world consumption of petroleum and other liquids is going to increase to 101.32 million barrels per day, up from an estimated 99.63 million barrels per day in 2022. On top of that, EIA also believes that in the second half of this year Brent oil is going to trade at an average price of $108 per barrel, while Fitchdoesn'texpect a significant decline in oil prices in the following years.Considering all of this, the biggest beneficiaries of all of those developments are major oil companies such as Exxon Mobil, which are diversified in the upstream and downstream segments and have minimal exposure to Russia. As there is news that the company will fullyexitRussia later this month, investors have nothing to worry about its future.More Opportunities AheadAs Russia losses its dominant position on the European oil market, the void that's going to form in late 2022 - 2023 is going to be filled by its competitors, who already have an established network of businesses on the old continent. If we go throughExxon Mobil's Q1 earnings report, we'll see that Europe is one of the company's main markets, as its refinery throughput in the region is one of the highest in comparison to other markets, while its petroleum product sales in Europe account for over 25% of total sales.Exxon Mobil sales (Exxon Mobil)As those 1.2 million barrels of oil products per day from Russia are going to disappear from the European market, the customers will look for alternatives, which will lead to even higher margins in the oil refinery business. All of this will undoubtedly benefit Exxon Mobil, since out of the 10 biggest oil refineries in Europe the companyownsthree of them. On top of that, after Russia bombed Ukraine's major oil refinery in Kremenchuk in April, the Ukrainian government began to create new supply chains of oil products from the EU, which already had a tight supply itself before the war. As a result, it's unlikely that the profitability of the refinery business will decrease anytime soon, especially since EIA believes that the demand is only going to increase next year.What's also important to mention is that the European Union is currently working on the seventh package of sanctions, which should include the ban on the import of natural gas from Russia to the EU. The problem is that it's much harder to significantly replace the flow of natural gas due to logistical constraints, so there's a risk that the seventh package won't be approved anytime soon. Nevertheless, there's a possibility that Russia decides to halt the gas flows this winter, as it had done so numerous times in the past. If it does so, it will prove to Europeans that Russia is no longer a reliable supplier, and the union will have no other choice but to look for alternatives. In recent months, Germany has already struck a deal with Qatar, while Italy signed a deal with Algeria, to increase the flow of gas to Europe. On top of that, the European LNG terminals alreadyoperateat a maximum capacity, so Germany is now planning tobuildadditional terminals to diversify its energy market.All of this benefits Exxon Mobil as well, since the company also sells natural gas in Europe, and recently it signed adealwith Qatar to work on the expansion of the world's largest LNG project along with a consortium of other energy behemoths. The expansion of the North Field should increase Qatar's LNG output by 64% by 2027, which will make it easier for Europe to decrease its dependence on Russian gas in the long term.Considering all of those developments, it's safe to assume that Exxon Mobil will thrive in the following quarters. The Q1 earnings report already showed that the company is on track to have one of the best years in its history, as its revenue during the period increased by 53% Y/Y to $90.5 billion, while its earnings stood at $5.5 billion. Since the oil price is expected to remain high, the following quarters shouldn't disappoint as well.What's The Real Value Of The Business?As Exxon Mobil's stock trades close to its all-time high levels, questions begin to arise about its real value since it's one of the few major public companies, which shows an exceptional performance amidst the overall market selloff. To get to the bottom of this question, I decided to create a DCF model, which will shed some light on the attractiveness of Exxon Mobil's stock in the current environment.As it's the case with any models, they're all about assumptions, which don't always correlate with reality due to the number of different events that change the inputs and can't be predicted in the first place. That's why for the revenue forecast, I simply used the street consensus estimates for 2022, 2023, and 2024 that arepresentedhere on Seeking Alpha. For 2025 and 2026, I used the average revenue growth rate from 2018 to 2021 and decided not to forecast any numbers beyond 2026 since it becomes impossible to predict what will happen with the oil market beyond that date. For the EBIT, taxes, D&A, and the change in net working capital forecasts I used the average percentage for the historical periods from 2017 to 2021. As for the CapEx, we know that Exxon Mobil's managementsaidthat it plans to spend $20 to $25 billion annually through 2027 on capital spending, so my forecast aligns with the management's goal.Exxon Mobil DCF Analysis (Historical data: Seeking Alpha, Forecasts are made by the author)Since the cost of capital for the oil industryrangesbetween 6% to 8%, I decided to use a 7.5% for my assumption, while the terminal growth rate in the model stands at 2.5%. From the calculations, we arrive at the enterprise value of $454 billion, while the equity value stands at $423 billion, which translates to Exxon Mobil's fair value of nearly $100 per share.Exxon Mobil DCF Analysis (Historical data: Seeking Alpha, Forecasts are made by the author)This model is pretty much in-line with what the street believes Exxon Mobil's fair value is, as Seeking Alphashowsthat the current consensus price target is around $100 per share as well.Exxon Mobil Consensus Price Target (Seeking Alpha)However, I do believe that revenue estimates for 2023 and 2024 are pretty conservative and it's likely that the street will change its assumptions once Exxon Mobil's Q2 earnings results come out. As I've explained earlier, Europe will be in dire need to replace Russian oil imports due to sanctions, so the company could greatly benefit from this. If the EIA forecast stands correct for 2023 and the oil demand won't decrease while the prices will remain at the current levels, then realistically we could see another record year for Exxon Mobil, which will then indeed make a $100 per share price target look conservative, while the base case price will be significantly higher. Only the time will tell which assumptions are correct.CounterargumentsAt this stage, I see three counterarguments, which could undermine my bullish thesis on Exxon Mobil. The first counterargument is that there's a risk that the current U.S. administration decides to prohibit the export of oil to other countries. We should not forget that the United States only in 2015 was able to repeal a 40-year oil export ban after it managed to significantly increase its domestic production thanks to the shale revolution. As gas prices soar while the inflation continues to increase, the Biden administration could revert the crude oil export ban to ease the pressure on consumers ahead of the midterm elections later this year. However, I find it hard to believe that it's going to happen since it will put President's Biden foreign policy at stake, as the European allies will find it even harder to source oil from other places to replace the Russian imports. Nevertheless, if the ban on exports is returned - then Exxon Mobil will indeed suffer from it since its U.S. operations will be less profitable due to the closed market.Another counterargument is about sanctions. While the EU approved them, there's a risk that some member states decide not to implement them if oil prices continue to increase. This will have a negative short-term impact on Exxon Mobil due to the fact that Russia will still own a portion of the European oil market in this scenario, leaving fewer opportunities for expansion for the American oil giant.The third counterargument is about a recession, which could undermine EIA's 2023 forecast, weaken the overall demand, and significantly lower the price of oil later on. If that's going to be the case, then Exxon Mobil's financials will directly suffer and it will become impossible to justify its $30 billion buyback program given the fact that it has over $40 billion in long-term debt, while the business enters a downturn.The Bottom LineAt this stage, it seems that the demand for oil and oil products is not declining at a rapid pace even though the recession is already around the corner. In addition, it also seems that Europe is serious about stopping importing Russian oil in order to strengthen its energy security, so we should expect the European energy markets to reshape forever. While this will undoubtedly bring pain for consumers in the short term, it will also make Europe a more secure place in the long run, as it won't rely on the unreliable Russian imports that finance the war anymore.All of these developments are also making Exxon Mobil an attractive stock to own if the scenarios that I've described in the counterargument section don't come to life. The company already has a solid presence in Europe, and thanks to sanctions against Russia along with the high oil prices, it will be able to weather the current macro challenges and create an additional shareholder value in the long term.","news_type":1},"isVote":1,"tweetType":1,"viewCount":44,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9008111364,"gmtCreate":1641386373911,"gmtModify":1676533608578,"author":{"id":"3582633493554563","authorId":"3582633493554563","name":"tkltkl","avatar":"https://static.tigerbbs.com/42fe1d9beb5610061b288720768fd77b","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582633493554563","authorIdStr":"3582633493554563"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$</a>how come?","listText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$</a>how come?","text":"$Tiger Brokers(TIGR)$how come?","images":[{"img":"https://static.itradeup.com/news/e0fd2c990274888385f64ba33376a64c","width":"1080","height":"1527"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9008111364","isVote":1,"tweetType":1,"viewCount":672,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":817937244,"gmtCreate":1630896444688,"gmtModify":1676530415096,"author":{"id":"3582633493554563","authorId":"3582633493554563","name":"tkltkl","avatar":"https://static.tigerbbs.com/42fe1d9beb5610061b288720768fd77b","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582633493554563","authorIdStr":"3582633493554563"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/G13.SI\">$GENTING SINGAPORE LIMITED(G13.SI)$</a>hold tight","listText":"<a href=\"https://laohu8.com/S/G13.SI\">$GENTING SINGAPORE LIMITED(G13.SI)$</a>hold tight","text":"$GENTING SINGAPORE LIMITED(G13.SI)$hold tight","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/817937244","isVote":1,"tweetType":1,"viewCount":320,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187353548,"gmtCreate":1623743139584,"gmtModify":1704210131935,"author":{"id":"3582633493554563","authorId":"3582633493554563","name":"tkltkl","avatar":"https://static.tigerbbs.com/42fe1d9beb5610061b288720768fd77b","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582633493554563","authorIdStr":"3582633493554563"},"themes":[],"htmlText":"Like this pls","listText":"Like this pls","text":"Like this pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/187353548","repostId":"1174890666","repostType":4,"isVote":1,"tweetType":1,"viewCount":88,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3579404034455974","authorId":"3579404034455974","name":"MarcO","avatar":"https://static.tigerbbs.com/be5697566d0f1acd47a2c200cbfe60f0","crmLevel":1,"crmLevelSwitch":0,"idStr":"3579404034455974","authorIdStr":"3579404034455974"},"content":"sure like back too and comment","text":"sure like back too and comment","html":"sure like back too and comment"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":111140789,"gmtCreate":1622670552941,"gmtModify":1704188430777,"author":{"id":"3582633493554563","authorId":"3582633493554563","name":"tkltkl","avatar":"https://static.tigerbbs.com/42fe1d9beb5610061b288720768fd77b","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582633493554563","authorIdStr":"3582633493554563"},"themes":[],"htmlText":"Buy low..&nbsp;","listText":"Buy low..&nbsp;","text":"Buy low..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/111140789","repostId":"1138216687","repostType":2,"repost":{"id":"1138216687","kind":"news","pubTimestamp":1622552095,"share":"https://ttm.financial/m/news/1138216687?lang=&edition=fundamental","pubTime":"2021-06-01 20:54","market":"hk","language":"en","title":"Alibaba: One Of The Really Cheap Bargains In This Market","url":"https://stock-news.laohu8.com/highlight/detail?id=1138216687","media":"seekingalpha","summary":"Alibaba is one of the largest corporations in the world and focusing on retail, cloud and payment services.The company is clearly facing risks due to the tension between Jack Ma and the Chinese government, but I consider these risks to be only temporary.Alibaba is growing with a high pace, has a very stable balance sheet and outperforming many of its peers.So far, I have published over 300 articles on this site and the focus has been clearly on companies having the headquarters in the United Sta","content":"<p><b>Summary</b></p>\n<ul>\n <li>Alibaba is one of the largest corporations in the world and focusing on retail, cloud and payment services.</li>\n <li>The company is clearly facing risks due to the tension between Jack Ma and the Chinese government, but I consider these risks to be only temporary.</li>\n <li>Alibaba is growing with a high pace, has a very stable balance sheet and outperforming many of its peers.</li>\n <li>In my opinion, the stock is severely undervalued.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/15ac5f97c66688f6d16ce98819ebce4a\" tg-width=\"768\" tg-height=\"512\"><span>Photo by maybefalse/iStock Unreleased via Getty Images</span></p>\n<p>So far, I have published over 300 articles on this site and the focus has been clearly on companies having the headquarters in the United States and stocks listed on an US-based stock exchange. And while I am covering also companies from Germany, France, Great Britain, Sweden or Denmark, I have avoided one country almost completely although it has many interesting investment opportunities: Mainland China.The only company I covered so far&nbsp;is Tencent Holdings Limited (OTCPK:TCEHY).</p>\n<p>And although China has hundreds or thousands of successful companies, most of them are almost unknown in the Western Hemisphere (especially when moving outside of the investing world). And while most investors are familiar with Tencent, there is at least one other company almost every investor has heard of: Alibaba Group Holding Limited (BABA). In the following article, I will analyze Alibaba in my usual way. I will try to determine if Alibaba is a solid business with a wide economic moat and try to answer the question if Alibaba is a solid investment right now.</p>\n<p><b>Business Description</b></p>\n<p>Alibaba Group was founded in 1999 by 18 individuals. Nevertheless, one of these 18 stands out – the former English teacher from Hangzhou, Jack Ma. Over the years, Alibaba evolved in a multinational technology company and with a market capitalization of $570 billion, Alibaba is on the 10thspot on the list of most valuable companies in the world (by market cap). And behind Tencent, which is on the 7thspot on that list, Alibaba is the second most valuable company in China.</p>\n<p>While Alibaba is mostly focused on e-commerce and retail operations, the Alibaba Group is actually a holding company with many different sales services. This includes C2C services, B2C services and B2B services. Aside from retail, the Alibaba Group also offers electronic payment services, shipping search engines and could computing services. The group owns and operates a diverse portfolio of companies around the world in numerous business sectors.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b315044f4644568e7df5d95cc6720995\" tg-width=\"640\" tg-height=\"479\"><span>(Source:Alibaba Q4/20 Presentation)</span></p>\n<p>Alibaba is reporting in four different segments:</p>\n<ul>\n <li><b>Core Commerce Revenue</b>: This segment is comprised of platforms operating in retail and wholesale commerce in China as well as logistics services and local consumer services. In fiscal 2021, this segment generated RMB 621.1 billion in revenue and RMB 159 billion in income from operations.</li>\n <li><b>Cloud Computing Revenue</b>: This segment is comprised of Alibaba Cloud, which offers different cloud services to customers worldwide like database, storage, big data analytics, a machine learning platform and large-scale computing security. In fiscal 2021, this segment generated RMB 60.1 billion, but the segment was not profitable so far (a loss of RMB 9 billion).</li>\n <li><b>Digital Media and Entertainment Revenue</b>: This segment uses the deep data insights to serve the broader interests of consumers through key distribution platforms Youku and Alibaba Pictures as well as other content platforms that provide online videos, films, live events, literature and music. In fiscal 2021, this segment generated RMB 31.2 billion, but was also not profitable.</li>\n <li><b>Innovation Initiatives and Others Revenue</b>: This segment includes businesses like Amap, DingTalk, Tmall Genie and others. In fiscal 2021, this segment generated RMB 4.8 billion in revenue, but also an operating loss.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0529c547e87a4c0b023289ecb1822cbc\" tg-width=\"640\" tg-height=\"478\"><span>(Source: Alibaba Q4/20 Presentation)</span></p>\n<p>When looking at the last annual results (fiscal 2021), Alibaba generated RMB 717.3 billion in revenue. Compared to fiscal 2020 (RMB 509.7 billion) this is reflecting an increase of 41%. Adjusted EBITDA in fiscal 2021 was RMB 196.8 billion – an increase of 25% compared to fiscal 2020 (adjusted EBITA of RMB 157.7 billion). Diluted earnings per share actually decreased from RMB 6.99 in fiscal 2020 to RMB 6.84 in fiscal 2021 – reflecting a decrease of 2.1%. But we should not pay too much attention to the earnings per share. Instead, it makes much more sense to look at the free cash flow Alibaba is generating. In fiscal 2021, Alibaba generated RMB 172.7 billion in free cash flow compared to RMB 130.9 billion in free cash flow one year earlier.</p>\n<p><b>Strong Business Among Strong Competitors</b></p>\n<p>What is striking when looking at Alibaba – and what has been discussed several times – is the low multiple for which Alibaba is currently trading. When using the trailing twelve-month GAAP numbers, Alibaba is trading for 25 times earnings, when using the non-GAAP forward numbers, it is trading for a P/E ratio of 20.</p>\n<p>We can compare Alibaba to its peers – companies like Amazon (AMZN), Tencent, Facebook (FB), Microsoft (MSFT) or Alphabet (GOOG). And Alibaba actually belongs in that list as it is not only operating in similar business segments, but it is also growing with similarly high rates. And Alibaba is not only growing with a similar pace; it is actually outperforming most of its peers.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b576dcef2e37a02a6eba5677fded8ef8\" tg-width=\"640\" tg-height=\"299\"><span>(Source:Alibaba 2020 Investor Presentations)</span></p>\n<p>While Alibaba is growing with a similar pace like these companies, it is trading for a completely different multiple. Right now, Alibaba is trading for a price-cash-flow ratio of 17, while competitors like Tencent, Facebook or Microsoft are trading for a P/FCF ratio between 35 and 40. It is striking, that the market is assigning these competitors a multiple twice as high and Amazon is actually trading for a multiple more than 4 times higher (price-free-cash-flow ratio of 76).</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6d2f58771a8062c7bb980622b93073e5\" tg-width=\"635\" tg-height=\"470\"><span>Data by YCharts</span></p>\n<p>Right now, readers might point out, that the comparison to Amazon is misleading as Amazon is still spending a lot of money to achieve future growth and therefore has a lower profit than other companies. And it certainly is true, that Amazon is still focusing on top line growth – sometimes at the expense of bottom-line growth – but so does Alibaba.</p>\n<p>While Amazon spent 10.4% of its revenue as capital expenditures in the last fiscal year, Alibaba spent almost the same amount – 8.9% of revenue. And when looking at the expenses for research and development, we once again see similar numbers. In the last five years, Amazon spent 12.16% of revenue on R&amp;D on average while Alibaba spent 10.38% of its revenue on R&amp;D.</p>\n<p>But while these numbers are quite similar for both companies – Amazon is spending a bit more on R&amp;D than Alibaba – the free cash flow these two companies can generate is completely different. While Amazon only generated 6.7% of revenue as free cash flow in the last fiscal year, Alibaba generated 26.5% of revenue as free cash flow in the last fiscal year – almost four times higher.</p>\n<p>And Alibaba is not only extremely profitable – it was growing with an extremely high pace in the past. During the past ten years, Alibaba could not only grow revenue every single year, it also grew revenue with a CAGR of 62.6%. Earnings per share fluctuated a little bit during these ten years but grew with an even higher pace – a CAGR of 76.29% during the last decade. And finally, free cash flow increased with a CAGR of 59.62% during the last decade.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d3ccaf170c0d86cd8022a68bc3657c30\" tg-width=\"640\" tg-height=\"404\"><span>(Source: Author’s work based on numbers from Morningstar)</span></p>\n<p>When looking at Alibaba’s growth rates in the last few years compared to its competitors, Alibaba is also outperforming. When looking at the revenue CAGR of the last 5 years, we get the following numbers:</p>\n<ul>\n <li>Amazon: 29.26%</li>\n <li>Facebook: 36.82%</li>\n <li>Tencent: 36.20%</li>\n <li>Alphabet: 19.47%</li>\n <li>Microsoft: 8.85%</li>\n <li>Alibaba: 46.24%</li>\n</ul>\n<p>We can spin it how we want: Alibaba is an extremely profitable company growing with extremely high rates but is trading at an extremely low multiple compared to its competitors. It is growing with a higher pace than Microsoft and Facebook, but trading for half the multiple. It is much more profitable than Amazon and also growing at a higher pace, but trading for a quarter of the valuation multiple. At this point, profitability and growth of Alibaba on the one side and the valuation multiple on the other side does not add up. And we have to ask the question, why Alibaba is trading for such a low multiple although it is outperforming many of its peers that trade for much higher multiples.</p>\n<p><b>Risks</b></p>\n<p>When looking at the past performance of Alibaba, we can see, that steep selloffs are quite common as a similar sell-off happened already three times since the IPO in 2014 with the steepest sell-off being more than 50% off the previous high.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4da83a08f0dcfc73534c206e43cb09d3\" tg-width=\"635\" tg-height=\"403\"><span>Data byYCharts</span></p>\n<p>While this might help us a bit, we are still facing high levels of uncertainty and investors usually don’t like uncertainty. Basically, this uncertainty can be summed up in one short sentence: The tense relationship between Alibaba’s founder Jack Ma and the Chinese government is worrying for investors. And this tense relationship is exemplified by several events. It started last year, when the IPO of the company’s fintech affiliate Ant Financial was cancelled. </p>\n<p>This was followed by theinitiation of an antitrust investigation, in which it is investigated if Alibaba had engaged in monopolistic practices (like preventing vendors from selling on other platforms). Additionally, new supervision for Ant Group was also discussed. And finally, at the end of 2020, Jack Ma went missing and it took about three months before the public would hear from him again – another worrying aspect for investors.</p>\n<p>As long as we are talking about risks, there are other aspect I like to mention. I compared Alibaba to Amazon above – and I still think that comparison is appropriate. But we also have to acknowledge, that Alibaba growth potential is limited as the company is mostly focused on China and might have more difficulties to expand globally – compared to Amazon. But considering the growing middle class in China and the high pace with which the economy is still growing we should not worry too much about Alibaba’s growth potential.</p>\n<p>There is a final risk Imentioned in my last article about Tencentand that risk is also applying to Alibaba:</p>\n<blockquote>\n And a final risk is the fact that Tencent is a Chinese company. It is especially difficult to understand different trends before they are happening and predict the future, but while I am familiar with the German culture and the people (habits, preferences, etc.) and can deal with similar countries like France, the United Kingdom, Sweden or the United States, it is rather difficult for me to understand and analyze the consumer behavior and preferences of the Chinese population. This makes it difficult to assess the potential and development of the products and services Tencent offers.\n</blockquote>\n<p>But despite all these issues, there is a comparison I like very much. Very recently,one of my fellow contributorscompared Alibaba’s situation right now to Facebook a few years ago, when it was facing the Cambridge Analytics scandal and also trading for extremely low multiples due to the uncertainties. And it is also interesting, that Wall Street analysts as well as Seeking Alpha contributors are extremely bullish about Alibaba right now.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/44d2ece5c1460e539c9fd4fb4ba63bf7\" tg-width=\"640\" tg-height=\"195\"><span>(Source:Seeking Alpha)</span></p>\n<p><b>Balance Sheet</b></p>\n<p>When facing challenges, it is especially reassuring if we are dealing with a solid balance sheet enabling the company to withstand challenges and stormy market conditions. And similar to many companies mentioned above – like Facebook or Alphabet – Alibaba also has a great balance sheet. We don’t have to worry about high debt levels although Alibaba has current bank borrowings of RMB 3.6 billion and non-current bank borrowings of RMB 38.3 billion on its balance sheet. But compared to a total equity of RMB 1,075 billion, we get a D/E ratio of 0.04, which is negligible. Aside from the debt, the biggest problem is probably the company’s goodwill. On March 31, 2021, Alibaba had RMB 292.8 billion in goodwill. This means, that 17.3% of total assets (RMB 1,690 billion) is goodwill.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/532919e61e3feb83d46cbce44e3f3c42\" tg-width=\"640\" tg-height=\"354\"><span>(Source:Alibaba Q4/21 Earnings Release)</span></p>\n<p>But aside from goodwill, Alibaba also has RMB 321.3 billion in cash and cash equivalents as well as RMB 152.4 billion in short-term investments on its balance sheet. Aside from these rather liquid assets, Alibaba also has RMB 237.2 billion in equity securities and other investments, that are also worth mentioning. I included a screenshot of the latest balance sheet, which is also including the numbers in US$. Especially $72 billion in very liquid assets give Alibaba a lot of “financial power” and the ability to negative troubles.</p>\n<p><b>Intrinsic Value Calculation</b></p>\n<p>I already mentioned above that Alibaba is trading at rather low multiples – at least when compared to its peers and especially for a company growing with a high pace. And compared to the company’s history, the stock is right now trading almost for its lowest P/FCF ratio since the IPO. A few times – in 2016, 2018 and 2020 – the stock was trading at a similar low P/FCF ratio. From that point of view, Alibaba has to be considered extremely cheap.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d1da4ac18557b21c43feb2a338de9a3b\" tg-width=\"640\" tg-height=\"221\"><span>(Source:Seeking Alpha Charting)</span></p>\n<p>When you are familiar with my past articles, you know that I don’t just use valuation multiples but also a discount cash flow analysis, which is considered to be much more precise (although we have to make a lot more assumptions). When taking the free cash flow of fiscal 2021 (RMB 172.7 billion) as basis, Alibaba has to grow about 5.5% annually from now till perpetuity for the stock to be fairly valued (the intrinsic value is RMB 1,367; discount rate 10%).</p>\n<p>Instead, we can also calculate with more realistic growth rates. If we assume, that Alibaba won’t go under, we have to assume at least 20% growth for the next year. Let’s be rather pessimistic and assume, that growth will slowly decline over the next decade and in 10 years from now, the growth rate will only be 6% till perpetuity. When using these numbers, we get an intrinsic value of&nbsp;<b>RMB 2,596</b>. And we have to assume, that these growth assumptions are rather cautious for a company like Alibaba.</p>\n<p><b>Conclusion</b></p>\n<p>So far, we talked about risks, about past growth rates, compared Alibaba to its peers and provided an intrinsic value calculation. I also wanted to write about the growth potential as well as the wide economic moat, that Alibaba has without any doubt – similar toAmazon,FacebookorTencent. But the article would probably be too long then. Instead, I included links to three articles in which I described the economic moat of these businesses.</p>\n<p>When summing up, it is quite simple. When we assume, that Alibaba is in serious trouble and might be brought down in some way or is facing troubles, that will seriously mess with the company’s ability to grow, we should not invest in Alibaba. These risks are present, and we actually don’t know what could happen in the coming quarters (or years). However, I consider it extremely unlikely, that China will destroy its second most-valuable company. If we assume on the other side, that this is just a small hick-up and troubles Alibaba can work through in the coming quarters and Alibaba will continue to perform in a similar way as in the past (even with growth rates slowing down), Alibaba is probably one of the most undervalued stocks out there and an extreme bargain.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba: One Of The Really Cheap Bargains In This Market</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba: One Of The Really Cheap Bargains In This Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-01 20:54 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4432358-alibaba-one-of-the-really-cheap-bargains-in-market><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nAlibaba is one of the largest corporations in the world and focusing on retail, cloud and payment services.\nThe company is clearly facing risks due to the tension between Jack Ma and the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4432358-alibaba-one-of-the-really-cheap-bargains-in-market\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4432358-alibaba-one-of-the-really-cheap-bargains-in-market","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1138216687","content_text":"Summary\n\nAlibaba is one of the largest corporations in the world and focusing on retail, cloud and payment services.\nThe company is clearly facing risks due to the tension between Jack Ma and the Chinese government, but I consider these risks to be only temporary.\nAlibaba is growing with a high pace, has a very stable balance sheet and outperforming many of its peers.\nIn my opinion, the stock is severely undervalued.\n\nPhoto by maybefalse/iStock Unreleased via Getty Images\nSo far, I have published over 300 articles on this site and the focus has been clearly on companies having the headquarters in the United States and stocks listed on an US-based stock exchange. And while I am covering also companies from Germany, France, Great Britain, Sweden or Denmark, I have avoided one country almost completely although it has many interesting investment opportunities: Mainland China.The only company I covered so far is Tencent Holdings Limited (OTCPK:TCEHY).\nAnd although China has hundreds or thousands of successful companies, most of them are almost unknown in the Western Hemisphere (especially when moving outside of the investing world). And while most investors are familiar with Tencent, there is at least one other company almost every investor has heard of: Alibaba Group Holding Limited (BABA). In the following article, I will analyze Alibaba in my usual way. I will try to determine if Alibaba is a solid business with a wide economic moat and try to answer the question if Alibaba is a solid investment right now.\nBusiness Description\nAlibaba Group was founded in 1999 by 18 individuals. Nevertheless, one of these 18 stands out – the former English teacher from Hangzhou, Jack Ma. Over the years, Alibaba evolved in a multinational technology company and with a market capitalization of $570 billion, Alibaba is on the 10thspot on the list of most valuable companies in the world (by market cap). And behind Tencent, which is on the 7thspot on that list, Alibaba is the second most valuable company in China.\nWhile Alibaba is mostly focused on e-commerce and retail operations, the Alibaba Group is actually a holding company with many different sales services. This includes C2C services, B2C services and B2B services. Aside from retail, the Alibaba Group also offers electronic payment services, shipping search engines and could computing services. The group owns and operates a diverse portfolio of companies around the world in numerous business sectors.\n(Source:Alibaba Q4/20 Presentation)\nAlibaba is reporting in four different segments:\n\nCore Commerce Revenue: This segment is comprised of platforms operating in retail and wholesale commerce in China as well as logistics services and local consumer services. In fiscal 2021, this segment generated RMB 621.1 billion in revenue and RMB 159 billion in income from operations.\nCloud Computing Revenue: This segment is comprised of Alibaba Cloud, which offers different cloud services to customers worldwide like database, storage, big data analytics, a machine learning platform and large-scale computing security. In fiscal 2021, this segment generated RMB 60.1 billion, but the segment was not profitable so far (a loss of RMB 9 billion).\nDigital Media and Entertainment Revenue: This segment uses the deep data insights to serve the broader interests of consumers through key distribution platforms Youku and Alibaba Pictures as well as other content platforms that provide online videos, films, live events, literature and music. In fiscal 2021, this segment generated RMB 31.2 billion, but was also not profitable.\nInnovation Initiatives and Others Revenue: This segment includes businesses like Amap, DingTalk, Tmall Genie and others. In fiscal 2021, this segment generated RMB 4.8 billion in revenue, but also an operating loss.\n\n(Source: Alibaba Q4/20 Presentation)\nWhen looking at the last annual results (fiscal 2021), Alibaba generated RMB 717.3 billion in revenue. Compared to fiscal 2020 (RMB 509.7 billion) this is reflecting an increase of 41%. Adjusted EBITDA in fiscal 2021 was RMB 196.8 billion – an increase of 25% compared to fiscal 2020 (adjusted EBITA of RMB 157.7 billion). Diluted earnings per share actually decreased from RMB 6.99 in fiscal 2020 to RMB 6.84 in fiscal 2021 – reflecting a decrease of 2.1%. But we should not pay too much attention to the earnings per share. Instead, it makes much more sense to look at the free cash flow Alibaba is generating. In fiscal 2021, Alibaba generated RMB 172.7 billion in free cash flow compared to RMB 130.9 billion in free cash flow one year earlier.\nStrong Business Among Strong Competitors\nWhat is striking when looking at Alibaba – and what has been discussed several times – is the low multiple for which Alibaba is currently trading. When using the trailing twelve-month GAAP numbers, Alibaba is trading for 25 times earnings, when using the non-GAAP forward numbers, it is trading for a P/E ratio of 20.\nWe can compare Alibaba to its peers – companies like Amazon (AMZN), Tencent, Facebook (FB), Microsoft (MSFT) or Alphabet (GOOG). And Alibaba actually belongs in that list as it is not only operating in similar business segments, but it is also growing with similarly high rates. And Alibaba is not only growing with a similar pace; it is actually outperforming most of its peers.\n(Source:Alibaba 2020 Investor Presentations)\nWhile Alibaba is growing with a similar pace like these companies, it is trading for a completely different multiple. Right now, Alibaba is trading for a price-cash-flow ratio of 17, while competitors like Tencent, Facebook or Microsoft are trading for a P/FCF ratio between 35 and 40. It is striking, that the market is assigning these competitors a multiple twice as high and Amazon is actually trading for a multiple more than 4 times higher (price-free-cash-flow ratio of 76).\nData by YCharts\nRight now, readers might point out, that the comparison to Amazon is misleading as Amazon is still spending a lot of money to achieve future growth and therefore has a lower profit than other companies. And it certainly is true, that Amazon is still focusing on top line growth – sometimes at the expense of bottom-line growth – but so does Alibaba.\nWhile Amazon spent 10.4% of its revenue as capital expenditures in the last fiscal year, Alibaba spent almost the same amount – 8.9% of revenue. And when looking at the expenses for research and development, we once again see similar numbers. In the last five years, Amazon spent 12.16% of revenue on R&D on average while Alibaba spent 10.38% of its revenue on R&D.\nBut while these numbers are quite similar for both companies – Amazon is spending a bit more on R&D than Alibaba – the free cash flow these two companies can generate is completely different. While Amazon only generated 6.7% of revenue as free cash flow in the last fiscal year, Alibaba generated 26.5% of revenue as free cash flow in the last fiscal year – almost four times higher.\nAnd Alibaba is not only extremely profitable – it was growing with an extremely high pace in the past. During the past ten years, Alibaba could not only grow revenue every single year, it also grew revenue with a CAGR of 62.6%. Earnings per share fluctuated a little bit during these ten years but grew with an even higher pace – a CAGR of 76.29% during the last decade. And finally, free cash flow increased with a CAGR of 59.62% during the last decade.\n(Source: Author’s work based on numbers from Morningstar)\nWhen looking at Alibaba’s growth rates in the last few years compared to its competitors, Alibaba is also outperforming. When looking at the revenue CAGR of the last 5 years, we get the following numbers:\n\nAmazon: 29.26%\nFacebook: 36.82%\nTencent: 36.20%\nAlphabet: 19.47%\nMicrosoft: 8.85%\nAlibaba: 46.24%\n\nWe can spin it how we want: Alibaba is an extremely profitable company growing with extremely high rates but is trading at an extremely low multiple compared to its competitors. It is growing with a higher pace than Microsoft and Facebook, but trading for half the multiple. It is much more profitable than Amazon and also growing at a higher pace, but trading for a quarter of the valuation multiple. At this point, profitability and growth of Alibaba on the one side and the valuation multiple on the other side does not add up. And we have to ask the question, why Alibaba is trading for such a low multiple although it is outperforming many of its peers that trade for much higher multiples.\nRisks\nWhen looking at the past performance of Alibaba, we can see, that steep selloffs are quite common as a similar sell-off happened already three times since the IPO in 2014 with the steepest sell-off being more than 50% off the previous high.\nData byYCharts\nWhile this might help us a bit, we are still facing high levels of uncertainty and investors usually don’t like uncertainty. Basically, this uncertainty can be summed up in one short sentence: The tense relationship between Alibaba’s founder Jack Ma and the Chinese government is worrying for investors. And this tense relationship is exemplified by several events. It started last year, when the IPO of the company’s fintech affiliate Ant Financial was cancelled. \nThis was followed by theinitiation of an antitrust investigation, in which it is investigated if Alibaba had engaged in monopolistic practices (like preventing vendors from selling on other platforms). Additionally, new supervision for Ant Group was also discussed. And finally, at the end of 2020, Jack Ma went missing and it took about three months before the public would hear from him again – another worrying aspect for investors.\nAs long as we are talking about risks, there are other aspect I like to mention. I compared Alibaba to Amazon above – and I still think that comparison is appropriate. But we also have to acknowledge, that Alibaba growth potential is limited as the company is mostly focused on China and might have more difficulties to expand globally – compared to Amazon. But considering the growing middle class in China and the high pace with which the economy is still growing we should not worry too much about Alibaba’s growth potential.\nThere is a final risk Imentioned in my last article about Tencentand that risk is also applying to Alibaba:\n\n And a final risk is the fact that Tencent is a Chinese company. It is especially difficult to understand different trends before they are happening and predict the future, but while I am familiar with the German culture and the people (habits, preferences, etc.) and can deal with similar countries like France, the United Kingdom, Sweden or the United States, it is rather difficult for me to understand and analyze the consumer behavior and preferences of the Chinese population. This makes it difficult to assess the potential and development of the products and services Tencent offers.\n\nBut despite all these issues, there is a comparison I like very much. Very recently,one of my fellow contributorscompared Alibaba’s situation right now to Facebook a few years ago, when it was facing the Cambridge Analytics scandal and also trading for extremely low multiples due to the uncertainties. And it is also interesting, that Wall Street analysts as well as Seeking Alpha contributors are extremely bullish about Alibaba right now.\n(Source:Seeking Alpha)\nBalance Sheet\nWhen facing challenges, it is especially reassuring if we are dealing with a solid balance sheet enabling the company to withstand challenges and stormy market conditions. And similar to many companies mentioned above – like Facebook or Alphabet – Alibaba also has a great balance sheet. We don’t have to worry about high debt levels although Alibaba has current bank borrowings of RMB 3.6 billion and non-current bank borrowings of RMB 38.3 billion on its balance sheet. But compared to a total equity of RMB 1,075 billion, we get a D/E ratio of 0.04, which is negligible. Aside from the debt, the biggest problem is probably the company’s goodwill. On March 31, 2021, Alibaba had RMB 292.8 billion in goodwill. This means, that 17.3% of total assets (RMB 1,690 billion) is goodwill.\n(Source:Alibaba Q4/21 Earnings Release)\nBut aside from goodwill, Alibaba also has RMB 321.3 billion in cash and cash equivalents as well as RMB 152.4 billion in short-term investments on its balance sheet. Aside from these rather liquid assets, Alibaba also has RMB 237.2 billion in equity securities and other investments, that are also worth mentioning. I included a screenshot of the latest balance sheet, which is also including the numbers in US$. Especially $72 billion in very liquid assets give Alibaba a lot of “financial power” and the ability to negative troubles.\nIntrinsic Value Calculation\nI already mentioned above that Alibaba is trading at rather low multiples – at least when compared to its peers and especially for a company growing with a high pace. And compared to the company’s history, the stock is right now trading almost for its lowest P/FCF ratio since the IPO. A few times – in 2016, 2018 and 2020 – the stock was trading at a similar low P/FCF ratio. From that point of view, Alibaba has to be considered extremely cheap.\n(Source:Seeking Alpha Charting)\nWhen you are familiar with my past articles, you know that I don’t just use valuation multiples but also a discount cash flow analysis, which is considered to be much more precise (although we have to make a lot more assumptions). When taking the free cash flow of fiscal 2021 (RMB 172.7 billion) as basis, Alibaba has to grow about 5.5% annually from now till perpetuity for the stock to be fairly valued (the intrinsic value is RMB 1,367; discount rate 10%).\nInstead, we can also calculate with more realistic growth rates. If we assume, that Alibaba won’t go under, we have to assume at least 20% growth for the next year. Let’s be rather pessimistic and assume, that growth will slowly decline over the next decade and in 10 years from now, the growth rate will only be 6% till perpetuity. When using these numbers, we get an intrinsic value of RMB 2,596. And we have to assume, that these growth assumptions are rather cautious for a company like Alibaba.\nConclusion\nSo far, we talked about risks, about past growth rates, compared Alibaba to its peers and provided an intrinsic value calculation. I also wanted to write about the growth potential as well as the wide economic moat, that Alibaba has without any doubt – similar toAmazon,FacebookorTencent. But the article would probably be too long then. Instead, I included links to three articles in which I described the economic moat of these businesses.\nWhen summing up, it is quite simple. When we assume, that Alibaba is in serious trouble and might be brought down in some way or is facing troubles, that will seriously mess with the company’s ability to grow, we should not invest in Alibaba. These risks are present, and we actually don’t know what could happen in the coming quarters (or years). However, I consider it extremely unlikely, that China will destroy its second most-valuable company. If we assume on the other side, that this is just a small hick-up and troubles Alibaba can work through in the coming quarters and Alibaba will continue to perform in a similar way as in the past (even with growth rates slowing down), Alibaba is probably one of the most undervalued stocks out there and an extreme bargain.","news_type":1},"isVote":1,"tweetType":1,"viewCount":218,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3582625691580593","authorId":"3582625691580593","name":"Kat1407","avatar":"https://static.tigerbbs.com/dac8ff3d2cbfdc531bedb6bc4b6c49c9","crmLevel":2,"crmLevelSwitch":0,"idStr":"3582625691580593","authorIdStr":"3582625691580593"},"content":"oh really low now?","text":"oh really low now?","html":"oh really low now?"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":136948368,"gmtCreate":1621991864754,"gmtModify":1704365582536,"author":{"id":"3582633493554563","authorId":"3582633493554563","name":"tkltkl","avatar":"https://static.tigerbbs.com/42fe1d9beb5610061b288720768fd77b","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582633493554563","authorIdStr":"3582633493554563"},"themes":[],"htmlText":"Daily task like and comments please. Thank you&nbsp;","listText":"Daily task like and comments please. Thank you&nbsp;","text":"Daily task like and comments please. Thank you","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/136948368","repostId":"2138195510","repostType":4,"repost":{"id":"2138195510","kind":"news","pubTimestamp":1621987813,"share":"https://ttm.financial/m/news/2138195510?lang=&edition=fundamental","pubTime":"2021-05-26 08:10","market":"us","language":"en","title":"Amazon Sued by D.C. AG in Antitrust Suit Over Pricing","url":"https://stock-news.laohu8.com/highlight/detail?id=2138195510","media":"Bloomberg","summary":"(Bloomberg) -- Amazon.com Inc. was sued by the attorney general for Washington, D.C., who accused th","content":"<p>(Bloomberg) -- Amazon.com Inc. was sued by the attorney general for Washington, D.C., who accused the online retail giant of engaging in anticompetitive practices that have raised prices for consumers.</p><p>Amazon’s policies governing third-party sellers prohibit them from offering products at lower prices on rival platforms, which has led to artificially high prices for consumers and let the company build monopoly power, Karl Racine said.</p><p>“Amazon is increasing its dominant stronghold on the market and illegally reducing the ability of other platforms to compete for market share,” Racine said Tuesday on a conference call with reporters announcing the case.</p><p>Amazon shares rose 0.43% to $3259.05 on Tuesday. The company didn’t immediately respond to a request for comment.</p><p><img src=\"https://static.tigerbbs.com/caeaad650c7c9835e482fb5374a53978\" tg-width=\"807\" tg-height=\"532\" referrerpolicy=\"no-referrer\"></p><p>Amazon merchants and their consultants in 2019 told Bloomberg that Amazon’s practices forced them to raise prices on other sites such as Walmart Inc. If Amazon detected lower prices on other sites, it would bury their products in Amazon search results, where they got most of their sales. Some of the merchants were eager to grow their sales on other sites, but Amazon’s policies prevented them from offering lower prices elsewhere to lure shoppers away.</p><p>The lawsuit is the sixth antitrust case against a major U.S. tech company filed in the last year by state and federal officials. The U.S. Justice Department and a group of states sued Alphabet Inc.’s Google last year, accusing the company of abusing its dominance in internet search. That case was followed by two separate complaints against Google filed by other states over search and digital advertising. The Federal Trade Commission and a nationwide coalition of states sued <a href=\"https://laohu8.com/S/FB\">Facebook</a> Inc. in December separate complaints that seek to break up the company.</p>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Amazon Sued by D.C. AG in Antitrust Suit Over Pricing</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 Sued by D.C. AG in Antitrust Suit Over Pricing\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-26 08:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/amazon-accused-antitrust-violations-washington-153714190.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Bloomberg) -- Amazon.com Inc. was sued by the attorney general for Washington, D.C., who accused the online retail giant of engaging in anticompetitive practices that have raised prices for consumers...</p>\n\n<a href=\"https://finance.yahoo.com/news/amazon-accused-antitrust-violations-washington-153714190.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOG":"谷歌","QNETCN":"纳斯达克中美互联网老虎指数","GOOGL":"谷歌A","AAPL":"苹果","09086":"华夏纳指-U","WMT":"沃尔玛","03086":"华夏纳指","AMZN":"亚马逊"},"source_url":"https://finance.yahoo.com/news/amazon-accused-antitrust-violations-washington-153714190.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2138195510","content_text":"(Bloomberg) -- Amazon.com Inc. was sued by the attorney general for Washington, D.C., who accused the online retail giant of engaging in anticompetitive practices that have raised prices for consumers.Amazon’s policies governing third-party sellers prohibit them from offering products at lower prices on rival platforms, which has led to artificially high prices for consumers and let the company build monopoly power, Karl Racine said.“Amazon is increasing its dominant stronghold on the market and illegally reducing the ability of other platforms to compete for market share,” Racine said Tuesday on a conference call with reporters announcing the case.Amazon shares rose 0.43% to $3259.05 on Tuesday. The company didn’t immediately respond to a request for comment.Amazon merchants and their consultants in 2019 told Bloomberg that Amazon’s practices forced them to raise prices on other sites such as Walmart Inc. If Amazon detected lower prices on other sites, it would bury their products in Amazon search results, where they got most of their sales. Some of the merchants were eager to grow their sales on other sites, but Amazon’s policies prevented them from offering lower prices elsewhere to lure shoppers away.The lawsuit is the sixth antitrust case against a major U.S. tech company filed in the last year by state and federal officials. The U.S. Justice Department and a group of states sued Alphabet Inc.’s Google last year, accusing the company of abusing its dominance in internet search. That case was followed by two separate complaints against Google filed by other states over search and digital advertising. The Federal Trade Commission and a nationwide coalition of states sued Facebook Inc. in December separate complaints that seek to break up the company.","news_type":1},"isVote":1,"tweetType":1,"viewCount":148,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3576900825805492","authorId":"3576900825805492","name":"PYCHUA","avatar":"https://static.tigerbbs.com/7984deb1539a8169f76cb68052224a36","crmLevel":3,"crmLevelSwitch":0,"idStr":"3576900825805492","authorIdStr":"3576900825805492"},"content":"reply back pls","text":"reply back pls","html":"reply back pls"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":192262938,"gmtCreate":1621211900624,"gmtModify":1704353923917,"author":{"id":"3582633493554563","authorId":"3582633493554563","name":"tkltkl","avatar":"https://static.tigerbbs.com/42fe1d9beb5610061b288720768fd77b","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582633493554563","authorIdStr":"3582633493554563"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/546.SI\">$MEDTECS INTERNATIONAL CORP LTD(546.SI)$</a>&nbsp;ready?&nbsp;","listText":"<a href=\"https://laohu8.com/S/546.SI\">$MEDTECS INTERNATIONAL CORP LTD(546.SI)$</a>&nbsp;ready?&nbsp;","text":"$MEDTECS INTERNATIONAL CORP LTD(546.SI)$ ready?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/192262938","isVote":1,"tweetType":1,"viewCount":359,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":894079571,"gmtCreate":1628779821593,"gmtModify":1676529853542,"author":{"id":"3582633493554563","authorId":"3582633493554563","name":"tkltkl","avatar":"https://static.tigerbbs.com/42fe1d9beb5610061b288720768fd77b","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582633493554563","authorIdStr":"3582633493554563"},"themes":[],"htmlText":"Give a like TQ","listText":"Give a like TQ","text":"Give a like TQ","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/894079571","repostId":"1140749727","repostType":4,"repost":{"id":"1140749727","kind":"news","pubTimestamp":1628775487,"share":"https://ttm.financial/m/news/1140749727?lang=&edition=fundamental","pubTime":"2021-08-12 21:38","market":"us","language":"en","title":"Micron Stock Slides nearly 6% on Morgan Stanley Downgrade, Memory Chip Sector Warning","url":"https://stock-news.laohu8.com/highlight/detail?id=1140749727","media":"Thestreet","summary":"Micron Technology shares slumped nearly 6% after analysts at Morgan Stanley cut their rating on the ","content":"<p>Micron Technology&nbsp;shares slumped&nbsp;nearly&nbsp;6%&nbsp;after analysts at Morgan Stanley cut their rating on the group amid a warning that 'winter is coming' for the global memory chip sector.</p>\n<p><img src=\"https://static.tigerbbs.com/f8d2a465fc843b4324fc0a010c494ede\" tg-width=\"899\" tg-height=\"624\" width=\"100%\" height=\"auto\"></p>\n<p>Morgan Stanley analyst Joseph Moore lowered his rating on the stock by one notch, to 'equal-weight', while slashing his price target by $30 to $75 a share, as the bank noted \"a challenging backdrop for forward returns” for Micron as \"DRAM conditions lose steam\" in its shift from mid to late cycle. Morgan Stanley also cut its rating on South Korean chipmakers SK Hynix.</p>\n<p></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>Micron Stock Slides nearly 6% on Morgan Stanley Downgrade, Memory Chip Sector Warning</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMicron Stock Slides nearly 6% on Morgan Stanley Downgrade, Memory Chip Sector Warning\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-12 21:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/investing/micron-stock-slides-on-morgan-stanley-downgrade-dram-warning?puc=yahoo&cm_ven=YAHOO><strong>Thestreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Micron Technology shares slumped nearly 6% after analysts at Morgan Stanley cut their rating on the group amid a warning that 'winter is coming' for the global memory chip sector.\n\nMorgan Stanley ...</p>\n\n<a href=\"https://www.thestreet.com/investing/micron-stock-slides-on-morgan-stanley-downgrade-dram-warning?puc=yahoo&cm_ven=YAHOO\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MU":"美光科技"},"source_url":"https://www.thestreet.com/investing/micron-stock-slides-on-morgan-stanley-downgrade-dram-warning?puc=yahoo&cm_ven=YAHOO","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140749727","content_text":"Micron Technology shares slumped nearly 6% after analysts at Morgan Stanley cut their rating on the group amid a warning that 'winter is coming' for the global memory chip sector.\n\nMorgan Stanley analyst Joseph Moore lowered his rating on the stock by one notch, to 'equal-weight', while slashing his price target by $30 to $75 a share, as the bank noted \"a challenging backdrop for forward returns” for Micron as \"DRAM conditions lose steam\" in its shift from mid to late cycle. Morgan Stanley also cut its rating on South Korean chipmakers SK Hynix.","news_type":1},"isVote":1,"tweetType":1,"viewCount":138,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":148364038,"gmtCreate":1625932622724,"gmtModify":1703751025549,"author":{"id":"3582633493554563","authorId":"3582633493554563","name":"tkltkl","avatar":"https://static.tigerbbs.com/42fe1d9beb5610061b288720768fd77b","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582633493554563","authorIdStr":"3582633493554563"},"themes":[],"htmlText":"I will suggest&nbsp;Nvidia...","listText":"I will suggest&nbsp;Nvidia...","text":"I will suggest Nvidia...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/148364038","repostId":"1177397700","repostType":4,"repost":{"id":"1177397700","kind":"news","pubTimestamp":1625876446,"share":"https://ttm.financial/m/news/1177397700?lang=&edition=fundamental","pubTime":"2021-07-10 08:20","market":"us","language":"en","title":"Which Company Can Reach $1 Trillion After Facebook? Here’s Our Guess.","url":"https://stock-news.laohu8.com/highlight/detail?id=1177397700","media":"Barrons","summary":"Late last month, Facebook notched what could be its most notable achievement yet: Its market value hit $1 trillion. Just five U.S.-listed companies have reached the $1 trillion mark—or 0.08% of the total number of stocks currently traded on the New York Stock Exchange and Nasdaq. That’s roughly the odds of a high school basketball player making the National Basketball Association. It’s an elite club.Now that Facebook  has earned access—its market cap was down slightly by the end of the week, to ","content":"<p>Late last month, Facebook notched what could be its most notable achievement yet: Its market value hit $1 trillion. Just five U.S.-listed companies have reached the $1 trillion mark—or 0.08% of the total number of stocks currently traded on the New York Stock Exchange and Nasdaq. That’s roughly the odds of a high school basketball player making the National Basketball Association. It’s an elite club.</p>\n<p>Now that Facebook (ticker: FB) has earned access—its market cap was down slightly by the end of the week, to $980 billion—we might be waiting a while for the next entrant. That’s partly because the federal government wants to rein in big business, but also because the current trillion-dollar members have a natural incentive to keep the club small.</p>\n<p>There’s a big drop-off to the next candidate for membership—call it the Trillion-Dollar Cliff. Among U.S.-listed companies,Tesla(TSLA) is next up, with a market value of $629 billion, followed by&nbsp;Berkshire Hathaway(BRK.A),Alibaba Group Holding(BABA),Taiwan Semiconductor Manufacturing(TSM), and&nbsp;Visa(V).</p>\n<p>We’ve covered all of those stocks closely at&nbsp;Barron’s, and I’ve spent the past few weeks talking to colleagues about which company might be next. I’ve also queried sources and polled readers of our daily Review &amp; Preview newsletter.</p>\n<p>A few names get repeated mentions: Tesla,Nvidia(NVDA), Visa, and&nbsp;JPMorgan Chase(JPM), each of which are worth at least $400 billion.Shopify(SHOP) got a less obvious mention. The company is way down the market-value rank at $182 billion. It has become something of the anti-Amazon,providing bricks-and-mortar vendors and other businesses with easy e-commerce tools. While&nbsp;Amazon.com(AMZN) seeks to fend off regulation and a potential breakup, Shopify can keep its head down and continue to recruit new business.</p>\n<p>I’ll place my bets on Visa getting to $1 trillion next, even if it takes a while. The company is closely tied to the economic recovery, since it gets a cut of transactions that run through its global electronic-payments network.</p>\n<p>The business, which is part tech and part financial services, has a long tailwind as cash usage declines around the world. Visa shares have returned an annualized 28% over the past decade. If that pattern holds, Visa would reach $1 trillion by 2024.</p>\n<p>While the next trillion-dollar stock is clearly a guessing game, one thing is clear: Large numbers have been no impediment to future gains.Apple(AAPL) has returned an annualized 44% since it became the first U.S.-listed company to reach a $1 trillion value in August 2018. The stock closed at a record this past week, giving it a market value of $2.4 trillion.</p>\n<p><img src=\"https://static.tigerbbs.com/ed700f7a7812c0bf7b9b205ad99c33e7\" tg-width=\"872\" tg-height=\"769\" referrerpolicy=\"no-referrer\"></p>\n<p>I asked Denise Chisholm, Fidelity’s sector strategist, if the so-called law of large numbers would ever kick in. “Size is not particularly predictive one way or the other,” she says. “The S&amp;P information technology, as a percent of overall S&amp;P, is now in excess of 20%. Does that have any meaning on whether or not that group or that sector can outperform in the future? The answer really is no.”</p>\n<p>Right now, the trillion-dollar members have momentum on their side. “A ball in motion tends to stay in motion,” she says.</p>\n<p>Tech’s secret sauce has been continuously expanding profit margins, with valuations that are essentially in line with their historic norms. Operating margins for the S&amp;P 500’s information technology sector have doubled in the past 15 years, to a recent 21%, according to Yardeni Research, while overall S&amp;P 500 margins have been static at 10% or so (excluding a collapse during the financial crisis).</p>\n<p>Tech’s magic—and those trillion-dollar club passes—are now hitting up against the increased likelihood of regulation. “The sheer fact of the headline of the trillion-dollar club is going to bring even more regulation,” says Jim Paulsen, chief investment officer of The Leuthold Group.</p>\n<p>On Friday, the Biden administration signed an executive order that calls for a “whole-of-government effort to promote competition in the American economy.” The order, which consists of 72 initiatives, is simultaneously broad and narrow. It pushes against consolidation while also addressing consumer pain points, like early-termination fees for broadband services, hard-to-fix consumer devices, and airline baggage fees.</p>\n<p>By now, the Biden administration recognizes that tech regulation isn’t a slam dunk with the public. Despite unease around data and privacy practices, less than half of U.S. adults are in favor of more tech regulation, according to a 2020 Pew Research poll.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/963cb5c585db8df9615cd98e0bbd4bbc\" tg-width=\"1260\" tg-height=\"840\" referrerpolicy=\"no-referrer\"><span>A room at the F8 Developers Conference in San Jose, Calif.</span></p>\n<p>Privacy regulation is politically complicated, especially if it means reining in the advertising that enables free services like social media, internet search, and email. But there isn’t much controversial about limiting broadband charges or making it easier to fix a smartphone battery. The White House seems to be attacking companies where it hurts—their mixed record of customer service.</p>\n<p>For now, investors continue to generally overlook regulation. All five members of the trillion-dollar club were either higher or flat on Friday in the wake of Biden’s executive order.</p>\n<p>It’s time to take regulation more seriously, says Ed Yardeni, president of Yardeni Research. “A trillion here, a trillion there attracts a lot of attention from politicians.”</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>Which Company Can Reach $1 Trillion After Facebook? Here’s Our Guess.</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\">\nWhich Company Can Reach $1 Trillion After Facebook? Here’s Our Guess.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-10 08:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/which-company-can-reach-1-trillion-after-facebook-heres-our-guess-51625875587?mod=RTA><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Late last month, Facebook notched what could be its most notable achievement yet: Its market value hit $1 trillion. Just five U.S.-listed companies have reached the $1 trillion mark—or 0.08% of the ...</p>\n\n<a href=\"https://www.barrons.com/articles/which-company-can-reach-1-trillion-after-facebook-heres-our-guess-51625875587?mod=RTA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","TSLA":"特斯拉","V":"Visa","BRK.A":"伯克希尔","AMZN":"亚马逊","AAPL":"苹果","BABA":"阿里巴巴","TSM":"台积电","JPM":"摩根大通","UNH":"联合健康","WMT":"沃尔玛","NVDA":"英伟达"},"source_url":"https://www.barrons.com/articles/which-company-can-reach-1-trillion-after-facebook-heres-our-guess-51625875587?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177397700","content_text":"Late last month, Facebook notched what could be its most notable achievement yet: Its market value hit $1 trillion. Just five U.S.-listed companies have reached the $1 trillion mark—or 0.08% of the total number of stocks currently traded on the New York Stock Exchange and Nasdaq. That’s roughly the odds of a high school basketball player making the National Basketball Association. It’s an elite club.\nNow that Facebook (ticker: FB) has earned access—its market cap was down slightly by the end of the week, to $980 billion—we might be waiting a while for the next entrant. That’s partly because the federal government wants to rein in big business, but also because the current trillion-dollar members have a natural incentive to keep the club small.\nThere’s a big drop-off to the next candidate for membership—call it the Trillion-Dollar Cliff. Among U.S.-listed companies,Tesla(TSLA) is next up, with a market value of $629 billion, followed by Berkshire Hathaway(BRK.A),Alibaba Group Holding(BABA),Taiwan Semiconductor Manufacturing(TSM), and Visa(V).\nWe’ve covered all of those stocks closely at Barron’s, and I’ve spent the past few weeks talking to colleagues about which company might be next. I’ve also queried sources and polled readers of our daily Review & Preview newsletter.\nA few names get repeated mentions: Tesla,Nvidia(NVDA), Visa, and JPMorgan Chase(JPM), each of which are worth at least $400 billion.Shopify(SHOP) got a less obvious mention. The company is way down the market-value rank at $182 billion. It has become something of the anti-Amazon,providing bricks-and-mortar vendors and other businesses with easy e-commerce tools. While Amazon.com(AMZN) seeks to fend off regulation and a potential breakup, Shopify can keep its head down and continue to recruit new business.\nI’ll place my bets on Visa getting to $1 trillion next, even if it takes a while. The company is closely tied to the economic recovery, since it gets a cut of transactions that run through its global electronic-payments network.\nThe business, which is part tech and part financial services, has a long tailwind as cash usage declines around the world. Visa shares have returned an annualized 28% over the past decade. If that pattern holds, Visa would reach $1 trillion by 2024.\nWhile the next trillion-dollar stock is clearly a guessing game, one thing is clear: Large numbers have been no impediment to future gains.Apple(AAPL) has returned an annualized 44% since it became the first U.S.-listed company to reach a $1 trillion value in August 2018. The stock closed at a record this past week, giving it a market value of $2.4 trillion.\n\nI asked Denise Chisholm, Fidelity’s sector strategist, if the so-called law of large numbers would ever kick in. “Size is not particularly predictive one way or the other,” she says. “The S&P information technology, as a percent of overall S&P, is now in excess of 20%. Does that have any meaning on whether or not that group or that sector can outperform in the future? The answer really is no.”\nRight now, the trillion-dollar members have momentum on their side. “A ball in motion tends to stay in motion,” she says.\nTech’s secret sauce has been continuously expanding profit margins, with valuations that are essentially in line with their historic norms. Operating margins for the S&P 500’s information technology sector have doubled in the past 15 years, to a recent 21%, according to Yardeni Research, while overall S&P 500 margins have been static at 10% or so (excluding a collapse during the financial crisis).\nTech’s magic—and those trillion-dollar club passes—are now hitting up against the increased likelihood of regulation. “The sheer fact of the headline of the trillion-dollar club is going to bring even more regulation,” says Jim Paulsen, chief investment officer of The Leuthold Group.\nOn Friday, the Biden administration signed an executive order that calls for a “whole-of-government effort to promote competition in the American economy.” The order, which consists of 72 initiatives, is simultaneously broad and narrow. It pushes against consolidation while also addressing consumer pain points, like early-termination fees for broadband services, hard-to-fix consumer devices, and airline baggage fees.\nBy now, the Biden administration recognizes that tech regulation isn’t a slam dunk with the public. Despite unease around data and privacy practices, less than half of U.S. adults are in favor of more tech regulation, according to a 2020 Pew Research poll.\nA room at the F8 Developers Conference in San Jose, Calif.\nPrivacy regulation is politically complicated, especially if it means reining in the advertising that enables free services like social media, internet search, and email. But there isn’t much controversial about limiting broadband charges or making it easier to fix a smartphone battery. The White House seems to be attacking companies where it hurts—their mixed record of customer service.\nFor now, investors continue to generally overlook regulation. All five members of the trillion-dollar club were either higher or flat on Friday in the wake of Biden’s executive order.\nIt’s time to take regulation more seriously, says Ed Yardeni, president of Yardeni Research. “A trillion here, a trillion there attracts a lot of attention from politicians.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":135,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}